case manager

account coordinator

account manager

account representative

ap manager

client services manager

Volunteers of America- Greater New York, Inc.

Volunteers of America-Greater New York (VOA-Greater New York) is an anti-poverty organization working to end homelessness in the New York area by 2050. We operate over 60 programs across New York City, Northern New Jersey and Westchester County including emergency, transitional and permanent housing. Our services extend to families experiencing homelessness, survivors of domestic violence, people living with HIV/AIDS, veterans, youth aging out of foster care, adults with behavioral health or substance use needs, and others in need, including a special education preschool program.
<br><br>
We are in search of new talent in the following position…
<br><br>
<b>Position:</b> Case Manager
<br><br>
The Case Manager is a key provider of services within Volunteers of America’s Case Management Model. The Case Manager works with the client to assess their strengths and needs, plan a course of action, link the client to services, counsel the client and monitor progress. S/he must assure that clients receive appropriate, competent and professional information and advice, referrals and advocacy services to achieve successful outcomes. May include supervision of direct care staff.
<br><br>
Empower Residence is a 24/7 transitional housing program for women, operating under HRA/DSS guidelines. As an enhanced shelter, we support residents facing challenges such as mental health needs, substance use, unemployment, and poverty. To learn more about the program, copy and paste this link into a browser https://www.voa-gny.org/services/housing
<br><br>
<b>Location:</b> New York, NY 10023
<br><br>
<b>Minimum Qualifications:</b><br>
<ul>
<li>Associate's degree or 60 college credits courses in Human Services field, or High School Diploma or GED with 2 years of relevant shelter experience.</li>
<li>The position also requires a demonstrated ability in verbal and written communication, including basic computer skills.</li>
</ul>
<b>Case Manager Principal Responsibilities:</b><br>
1. Manage the client intake and assessment process to orient the client to the program and produce a comprehensive assessment of client service needs.
<br>2. Develop with the client a mutually agreed-upon individual service plan reflecting assessment findings goals. Update the plan with the client as required.
<br>3. Meet regularly with the client to assist him/her in obtaining needed services/benefits to achieve their individual service plan goals. Provide supportive counseling to strengthen his/her ability to make appropriate life decisions.
<br>4. Document case management activities in accordance with agency and funder guidelines and procedures. Collect service data and participate in evaluation and quality assurance activities.
<br>We are committed to offering our employees an exceptional comprehensive benefits package that supports their health, well-being, and personal growth. Full-time employees enjoy:
<br><br>
<ul>
<li>Medical, Dental, & Vision Coverage</li>
<li>Prescription Coverage</li>
<li>Life Insurance</li>
<li>Retirement Plan</li>
<li>Tuition Reimbursement</li>
<li>Paid Time Off, including a Paid Birthday Holiday</li>
</ul>
And much more!
<br><br>
<b>Please note:</b> Benefits for part-time employees may vary.
<br><br>
To learn more about VOA-Greater New York, copy and paste this link into a browser: https://www.voa-gny.org/about
<br><br>
VOA-Greater New York is an Equal Opportunity Employer/Vets/Disabled/Other Protected Categories. Apply today!

Case Manager

Omnicom Health

<div>
 Title: Account Executive
 <br/>
 <br/>
 Company/Location: Biolumina / New York, NY
 <br/>
 <br/>
 Department/Discipline: Account
 <br/>
 <br/>
 The AE is responsible for creating timelines (in conjunction with the traffic department), managing account estimates and the OOP budget, and establishing time and event schedules. The AE must have excellent communication skills with both clients and internal departments. The AE must be a proactive person who can multi-task, coordinate tactical implementation with the Agency, foster a positive team atmosphere, and be a leader.
 <br/>
 <br/>
 <strong>
  Primary Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Understand creative process, draft creative briefs and provide ideas for improving existing executions
  </li>
  <li>
   Develop client estimates based on approved SOW
  </li>
  <li>
   Help to manage day-to-day business of the account with responsibility for ensuring that work is done on-time and on-budget
  </li>
  <li>
   Responsible for OOP budget:
  </li>
  <li>
   Work is completed within budget
  </li>
  <li>
   Request revised estimates if revisions affecting cost are requested
  </li>
  <li>
   Obtain signed estimates promptly
  </li>
  <li>
   Alert Client to financial ramifications of decisions in a timely manner
  </li>
  <li>
   Ensure that all billing is done accurately and promptly
  </li>
  <li>
   Track OOP billing to ensure that all expenses fall within approved guidelines
  </li>
  <li>
   Closes jobs
  </li>
  <li>
   Work diligently to meet Client's accounting needs e.g. accrues monies at the end of the calendar year per Client/Agency agreements, etc. vendors (premiums, special services, media buyers, etc.)
  </li>
  <li>
   Responsible for ensuring that account is organized and efficient:
  </li>
  <li>
   Opening and tracking POs
  </li>
  <li>
   Maintaining/circulating accurate and complete Client and Job Lists
  </li>
  <li>
   Maintaining competitive binders
  </li>
  <li>
   Requesting job numbers
  </li>
  <li>
   Attending status meetings
  </li>
  <li>
   Develop timetables in conjunction with traffic and production
  </li>
  <li>
   Produce accurate and timely status reports/contact reports
  </li>
  <li>
   Responsible for competitive overviews/analyses/POVs/monitoring
  </li>
  <li>
   Develop agendas for Client meetings
  </li>
  <li>
   Manage time effectively, meet deadlines, attention to detail, and set priorities for specific assignments, especially when handling multiple projects
  </li>
  <li>
   Communicate effectively and professionally with both Clients and staff
  </li>
  <li>
   Work with supervisor to ensure that all materials produced are accurate and represent the agency in a positive light
  </li>
  <li>
   Continue to build mastery of marketing/advertising concepts
  </li>
  <li>
   Evolve into an effective resource for Agency personnel
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Additional Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Foster a positive, productive team atmosphere and establish credibility both internally and externally
  </li>
  <li>
   Oversee more junior staff where applicable according to account staffing
  </li>
  <li>
   Oversee administration and assist with scheduling of meetings and ensure appropriate equipment is used
  </li>
  <li>
   Demonstrate a basic understanding of Client's business and Agency assignment
  </li>
  <li>
   Develop knowledge of Client's goals and vision -- both the brand itself and the people involved -- and interact appropriately
  </li>
  <li>
   If appropriate, coordinate tactical implementation with the Agency and client
  </li>
  <li>
   Communicate direction/Client feedback to creative staff clearly and concisely
  </li>
  <li>
   Record and summarize all Client contacts/decisions/approvals
  </li>
  <li>
   Primary Client contact is generally Associate/Assistant Product Manager
  </li>
  <li>
   Project professional, positive attitude/image toward Clients
  </li>
  <li>
   Establish credibility internally and with Clients
  </li>
  <li>
   Uphold quality standards in servicing the Client
  </li>
  <li>
   In person client travel is required
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   College degree
  </li>
  <li>
   1 year Agency or comparable outside experience
  </li>
  <li>
   Excellent written and oral communication skills
  </li>
  <li>
   Familiarity with basic business principles
  </li>
  <li>
   Professional demeanor
   <br/>
   <br/>
  </li>
 </ul>
 Biolumina&rsquo;s Values
 <br/>
 <br/>
 Open Mind
 <br/>
 <br/>
 <ul>
  <li>
   Always ask why&mdash;of your teammates, your clients, and yourself. And don&rsquo;t stop there&mdash;keep asking questions
  </li>
  <li>
   Be respectful of others&rsquo; ideas, opinions, and diverse backgrounds
  </li>
  <li>
   Be flexible and adaptive to new ways of doing things
   <br/>
   <br/>
  </li>
 </ul>
 Brave Heart
 <br/>
 <br/>
 <ul>
  <li>
   Speak your mind&hellip;and your heart
  </li>
  <li>
   Courageously step forward to try something new and help others to do the same
  </li>
  <li>
   Be brave enough to defend your opinions&mdash;and brave enough to change them
   <br/>
   <br/>
  </li>
 </ul>
 Ready Hands
 <br/>
 <br/>
 <ul>
  <li>
   Be proactive and push things forward
  </li>
  <li>
   Reach out to offer help and raise your hand to ask for help
  </li>
  <li>
   Go out of your way to show gratitude
   <br/>
   <br/>
  </li>
 </ul>
 The range below represents the low and high end of the base salary someone in this role may earn as an employee of an Omnicom Health Group company in the United States. Salaries will vary based on various factors including but not limited to professional and academic experience, training, associated responsibilities, and other business and organizational needs. The range listed is just one component of our total compensation package for employees. Salary decisions are dependent on the circumstances of each hire.
 <br/>
 <br/>
 <ul>
  <li>
   SALARY RANGE - $53,000-$76,500
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  Omnicom Health is committed to hiring and developing exceptional talent. We agree that talent is uniquely distributed, and we&rsquo;re focused on developing inclusive teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us&mdash;we look forward to getting to know you. We will process your personal data in accordance with our
 </em>
 <em>
  Recruitment Privacy Notice
 </em>
 <em>
  .
  <br/>
  <br/>
 </em>
</div>


Account Executive

Roku

<div>
 Teamwork makes the stream work.
 <p>
  &nbsp;
 </p>
 <strong>
  Roku is changing how the world watches TV
 </strong>
 <p>
  Roku is the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on powering every television in the world. Roku pioneered streaming to the TV. Our mission is to be the TV streaming platform that connects the entire TV ecosystem. We connect consumers to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers unique capabilities to engage consumers.
 </p>
 <p>
  From your first day at Roku, you'll make a valuable - and valued - contribution. We're a fast-growing public company where no one is a bystander. We offer you the opportunity to delight millions of TV streamers around the world while gaining meaningful experience across a variety of disciplines.
 </p>
 <p>
  &nbsp;
 </p>
 <strong>
  About the team
 </strong>
 <p>
  At Roku, we like to say that there are no bystanders, and that is as true in the advertising team as it is in any other facet of the company. We work together to ensure our clients understand this new world of advertising, that they are making the best possible decisions to support their own goals, and drive advertiser interest and engagement across the board. The Client Services team is responsible for managing and growing Roku&rsquo;s partnerships with Advertisers and ultimately enabling our clients to reach their business objectives.&nbsp;
 </p>
 <p>
  &nbsp;
 </p>
 <strong>
  About the role
 </strong>
 <p>
  The Account Manager role is a strategic partner to Roku&rsquo;s Clients and the Roku Ad Sales team. This position plays a key role in ensuring end-to-end success for advertising partners from pre-sale to post-sale via ownership over campaign success and execution. The Account Manager is responsible for ensuring campaigns deliver on advertiser objectives by using data to inform campaign optimizations, with a focus on lower-funnel marketing goals. This individual is integral in maintaining and growing key partnerships while upselling and maximizing revenue for Roku&rsquo;s advertising business. This individual will have a passion for building strong customer relationships and collaborating closely with internal Ad Support departments. This position requires strong communication skills and a high-level of attention to detail while working in a fast-paced sales environment. &nbsp;
 </p>
 <p>
  As an Account Manager supporting the Media &amp; Entertainment vertical, you will work to support the Ad Sales team and adopt a consultative approach to supporting Roku&rsquo;s Ad Sales clients. Account Managers at Roku are involved in each step of the campaign lifecycle from pitch, pre-sale, launch, execution, optimization, post-sale campaign readouts, billing, and client engagement. The role is directly responsible for campaign execution, performance, and Roku ROI.&nbsp;&nbsp;&nbsp;
 </p>
 <p>
  For New York - The estimated annual salary for this position is between $90,000 and $120,000 annually.
 </p>
 <p>
  Compensation packages are based on factors unique to each candidate, including but not limited to skill set, certifications, and specific geographical location.
  <br/>
  This role is eligible for health insurance, equity awards, life insurance, disability benefits, parental leave, wellness benefits, and paid time off.
 </p>
 <p>
  &nbsp;
 </p>
 <strong>
  What you&rsquo;ll be doing
 </strong>
 <ul>
  <li>
   Serve as the lead day-to-day point of contact for Roku&rsquo;s clients (top-tier advertisers and agencies)&nbsp;
  </li>
  <li>
   Be an expert on Roku&rsquo;s unique ad products with support from Measurement, Analytics, and Product teams to provide the best value to our clients to achieve their advertising goals&nbsp;
  </li>
  <li>
   Experience in managing and growing accounts. Inclusive of forging a strong relationship with clients, understanding their objectives, and recommending best strategies to proactively drive renewals and upsell opportunities for all current clients&nbsp;
  </li>
  <li>
   Ability to craft persuasive narratives with data driven storytelling to engage and upsell clients to drive incremental revenue&nbsp;
  </li>
  <li>
   Experience with supporting Account Executives on client meetings, and comfortable with presenting insights, data, and campaign metrics during meetings and/or QBRs&nbsp;
  </li>
  <li>
   Collaborate with Account Executives to review and respond to RFPs (Request for Proposals) for your assigned accounts&nbsp;
  </li>
  <li>
   Uphold Roku&rsquo;s Best Practices and Ad Guidelines on creative builds. Serve as the liaison between the client, Roku's Sponsorships and Design team, and Ad Operation teams to streamline creative builds from start to finish&nbsp;
  </li>
  <li>
   Responsible for ensuring campaigns launches are seamless and on time. Regular and constant communication with clients and internal teams to confirm campaign setup and activation&nbsp;
  </li>
  <li>
   Frequent monitoring and reporting of campaigns to ensure they are performing and pacing toward client KPIs through optimizations. Provide status updates and reporting to key stakeholders (AEs and clients)&nbsp;
  </li>
  <li>
   Exceptional troubleshooting, analytical, and problem-solving skills, along with a strong ability to collaborate cross-functionally with Ad Operations and other business operations teams on campaign activations and optimizations&nbsp;
  </li>
  <li>
   Support the Finance team to ensure campaigns are properly invoiced each month and work with clients to receive timely payments&nbsp;
  </li>
  <li>
   Well organized and detailed-oriented individual with the ability to prioritize, multitask, and meet deadlines&nbsp;
  </li>
  <li>
   Ability to work across variety of media types including Direct IO, PG, and PMP campaigns&nbsp;
  </li>
 </ul>
 <p>
  &nbsp;
 </p>
 <strong>
  We&rsquo;re excited if you have
 </strong>
 <ul>
  <li>
   3+ years of consultative experience in account management/client services at an ad tech company or media planning at an agency&nbsp;
  </li>
  <li>
   Experience in video and display advertising with a premium publisher, ad network, data vendor, or agency&nbsp;
  </li>
  <li>
   Experience working with performance advertisers who prioritize lower-funnel outcomes&nbsp;
  </li>
  <li>
   Hands on experience in Programmatic video executions, workflows, and troubleshooting&nbsp;
  </li>
  <li>
   Understanding of PMPs, how to set them up and optimize to maximize revenue&nbsp;
  </li>
  <li>
   Experience working with DSPs, SSPs, ad exchanges, ad servers, or any other optimization platform&nbsp;
  </li>
  <li>
   Strong passion for collaboration, creative brainstorming, and proactive client engagement&nbsp;
  </li>
  <li>
   Analytical, project management, data-driven, deadline-drive, and process-oriented personality&nbsp;
  </li>
  <li>
   Reporting intelligence with Salesforce, Excel, Looker, PowerPoint, and Tableau&nbsp;
  </li>
  <li>
   Knowledge of verification vendors (DoubleVerify, Integral Ad Science, Nielsen, etc.)&nbsp;
  </li>
  <li>
   Knowledge of 3rd party measurement partners (Nielsen, Foursquare, etc.)&nbsp;
  </li>
  <li>
   Strong, persuasive communication skills, both verbal and written&nbsp;
  </li>
  <li>
   Self-starter, comfortable working in fast-paced, growing environment&nbsp;
  </li>
  <li>
   Bachelor's degree or equivalent&nbsp;
  </li>
 </ul>
 <p>
  &nbsp;
 </p>
 &nbsp;
 <p>
  &nbsp;
 </p>
 <strong>
  Our Hybrid Work Approach
 </strong>
 <p>
  Roku fosters an inclusive and collaborative environment where teams work in the office Monday through Thursday. Fridays are flexible for remote work except for employees whose roles are required to be in the office five days a week or employees who are in offices with a five day in office policy.
 </p>
 <p>
  &nbsp;
 </p>
 <strong>
  Benefits
 </strong>
 <p>
  Roku is committed to offering a diverse range of benefits as part of our compensation package to support our employees and their families. Our comprehensive benefits include global access to mental health and financial wellness support and resources. Local benefits include statutory and voluntary benefits which may include healthcare (medical, dental, and vision), life, accident, disability, commuter, and retirement options (401(k)/pension). Our employees can take time off work for vacation and other personal reasons to balance their evolving work and life needs. It's important to note that not every benefit is available in all locations or for every role. For details specific to your location, please consult with your recruiter.
 </p>
 <p>
  &nbsp;
 </p>
 <strong>
  Accommodations
 </strong>
 <p>
  Roku welcomes applicants of all backgrounds and provides reasonable accommodations and adjustments in accordance with applicable law. If you require reasonable accommodation at any point in the hiring process, please direct your inquiries to EmployeeRelations@Roku.com.
 </p>
 <p>
  &nbsp;
 </p>
 <strong>
  The Roku Culture
 </strong>
 <p>
  Roku is a great place for people who want to work in a fast-paced environment where everyone is focused on the company's success rather than their own. We try to surround ourselves with people who are great at their jobs, who are easy to work with, and who keep their egos in check. We appreciate a sense of humor. We believe a fewer number of very talented folks can do more for less cost than a larger number of less talented teams. We're independent thinkers with big ideas who act boldly, move fast and accomplish extraordinary things through collaboration and trust. In short, at Roku you'll be part of a company that's changing how the world watches TV.
 </p>
 <p>
  We have a unique culture that we are proud of. We think of ourselves primarily as problem-solvers, which itself is a two-part idea. We come up with the solution, but the solution isn't real until it is built and delivered to the customer. That penchant for action gives us a pragmatic approach to innovation, one that has served us well since 2002.
 </p>
 <p>
  To learn more about Roku, our global footprint, and how we've grown, visit https://www.weareroku.com/factsheet.
 </p>
 <p>
  By providing your information, you acknowledge that you want Roku to contact you about job roles, that you have read Roku's Applicant Privacy Notice, and understand that Roku will use your information as described in that notice. If you do not wish to receive any communications from Roku regarding this role or similar roles in the future, you may unsubscribe at any time by emailing WorkforcePrivacy@Roku.com.
 </p>
</div>


Account Manager, Media & Entertainment

<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

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

EisnerAmper

<div></div><div><div>Job Description</div><div></div><div>
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you&rsquo;re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you&rsquo;ll love from top to bottom &ndash; we give you the tools you need to succeed and the autonomy to reach your goals.</div><div></div><div>
As a member of the Outsourced Solutions for Financial Services team, the Senior Manager is responsible for managing multiple client engagements simultaneously and works with staff to coordinate workflow. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.</div><div></div><div>
A Senior Manager develops and coaches staff and establishes relationships to develop new business for the Firm. Performance is judged based on management and leadership skills, quality of work, ability to meet time constraints and practice development. You will provide outsourced accounting and controller services for financial services clients, including hedge, private equity and venture capital funds, including related management companies.</div><div></div><div>
What it Means to Work for EisnerAmper:</div><ul><li><div>
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry</div></li><li><div>
You will have the flexibility to manage your days in support of our commitment to work/life balance</div></li><li><div>
You will join a culture that has received multiple top &ldquo;Places to Work&rdquo; awards</div><ul><li><div>
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions</div></li><li><div>
We understand that embracing our differences is what unites us as a team and strengthens our foundation</div></li><li><div>
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work</div></li></ul></li></ul><div></div><div>
Key Responsibilities</div><ul><li><div>
Deliver outsourced finance, operations, and accounting services to private investment companies, including their management companies and general partner entities.</div></li><li><div>
Serve as the primary client relationship manager, ensuring exceptional service delivery and proactive communication.</div></li><li><div>
Supervise and mentor staff accountants across multiple geographies, fostering collaboration and technical development.</div></li><li><div>
Coordinate with third-party service providers (administrators, custodians, auditors, tax advisors, technology vendors) to ensure seamless execution of client engagements.</div></li></ul><div></div><div>
Basic Qualifications</div><ul><li><div>
Bachelor&rsquo;s or Master&rsquo;s degree in Accounting, Finance, or a related discipline (CPA or progress toward certification strongly preferred).</div></li><li><div>
Minimum of 8 years of progressively responsible experience in public accounting, fund administration, or investment management, demonstrating increasing leadership and technical complexity.</div></li></ul><div></div><div>
Preferred Qualifications</div><ul><li><div>
Deep technical knowledge of investment company accounting (ASC 946) and relevant US GAAP topics applicable to management companies and general partners.</div></li><li><div>
Familiarity with portfolio accounting and fund administration platforms such as FundCount, Advent Geneva, or similar investment management technologies.</div></li><li><div>
Experience leveraging cloud-based accounting solutions (QuickBooks Online, Xero, Sage Intacct, NetSuite, Bill.com, Concur, Expensify).</div></li><li><div>
Strong leadership skills with the ability to coach, mentor, and develop team members at varying levels.</div></li><li><div>
Excellent communication, analytical, and problem-solving skills, with a client-service orientation.</div></li><li><div>
Exceptional organizational and time-management abilities, with proven success managing multiple concurrent engagements.</div></li></ul><div></div><div>
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.</div><div></div><div>
About our Outsourced Services Team:</div><div>
The EisnerAmper Outsourcing group brings our team&rsquo;s specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don&rsquo;t take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we&rsquo;re given the tools to both provide best-in-class service and constantly grow as professionals.</div><div></div><div>
Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.</div><div></div><div>
Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.</div><div></div><div>
About EisnerAmper:</div><div>
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.</div><div></div><div>
Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.</div><div></div><div>
Should you need any accommodations to complete this application please email: <div>talentacquisition@eisneramper.com</div></div><div></div><div><div><div><div><div><div><div><div>
Preferred Location:</div></div></div></div></div></div></div></div>
New York<div></div><div><br>
For NYC and California, the expected salary range for this position is between</div>
120000<div>
and</div>
200000<div>
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.</div></div>

Outsourced Services Senior Manager – Financial Services

BMO Financial Group

151 W 42nd Street New York New York,10036
<br>
<div><p><b>Vice President, Corporate Banking, FIG Asset Wealth Managers</b></p><p></p><p>
Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sub-sectors under Asset &amp; Wealth Managers, including but not limited to Fund Finance (capital call, BDC, NAV and management company financings), establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / IR / treasury products, cash management &amp; corporate cards, commodities, investment management, securitization, leasing, trade finance products, etc.) to BMO Capital Market clients. Acts as a vital portfolio manager and junior staffer for the team, providing ongoing management of the lending portfolio.</p><ul><li>
Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.</li><li>
Operates as key member of the deal team with efforts to maximize sector penetration and returns.</li><li>
Institutes cross-selling initiatives to increase ranking with client.</li><li>
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.</li><li>
Monitors client, client industry and regulatory agencies for potential changes which may affect client&rsquo;s portfolio and business needs.</li><li>
Initiates contact with partners for new client sales.</li><li>
Partners with deal team and product specialists for accurate, detailed client information.</li><li>
Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.</li><li>
Reviews and continually monitors performance of existing accounts and client relationships.</li><li>
Identifies opportunities to diversify client portfolios.</li><li>
Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.</li><li>
Collaborates with sector coverage partners to cover clients and prospects and to identify/ deliver creative, timely solutions.</li><li>
Provides deal structuring expertise and negotiates transactions with clients.</li><li>
Prepares/oversees delivery of creative and timely &ldquo;pitches&rdquo;.</li><li>
Obtains credit concurrence and coordinates pricing approval as client advocate.</li><li>
Maintains key ongoing coverage contact with lending clients and sector managers.</li><li>
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.</li><li>
Identifies and leverages key decision makers and influencers in client / internal organizations.</li><li>
Interprets client strategy and anticipates needs to deliver solutions.</li><li>
Identifies opportunities for increased efficiency and improved service to internal and external clients.</li><li>
Acts as a positive change agent to drive improved efficiency and effectiveness.</li><li>
Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.</li><li>
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>
Builds effective relationships with internal/external stakeholders.</li><li>
Ensures alignment between stakeholders.</li><li>
Works with specialists as needed to support successful deal completion.</li><li>
Uses financial analysis to proactively identify opportunities to cross-sell.</li><li>
Generates updated financial models/ analyses as business needs and industry requirements dictate.</li><li>
Analyzes/assesses industry compilations.</li><li>
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.</li><li>
Completes due diligence and credit analysis on new and existing client relationships. May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations.</li><li>
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.</li><li>
Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).</li><li>
Balances the Bank's risk appetite with the client needs in making recommendations/ proposal.</li><li>
Provides feedback on, and, supports continuous improvement opportunities.</li><li>
Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.</li><li>
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.</li><li>
Reviews and guides work of Analysts and Associates to deliver business results. Provides leadership for junior staff and has capability to operate as a primary portfolio manager and staffer for team.</li><li>
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.</li><li>
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.</li><li>
Provides specialized consulting, analytical and technical support.</li><li>
Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>
Works independently and regularly handles non-routine situations.</li><li>
Broader work or accountabilities may be assigned as needed.</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>
Undergraduate degree with focal areas of finance, economics, or accounting preferred with high academic achievement.</li><li>
MBA, CFA or equivalent experience in financial services, accounting, or legal fields.</li><li>
Relevant Asset &amp; Wealth Manager/ Fund Finance Sector experience is highly desired.</li><li>
Good knowledge of the organizational lending and portfolio management policies and objectives.</li><li>
Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.</li><li>
Ability to create and deliver professional presentations.</li><li>
Strong analytical skills. Expertise in financial computer applications and database management tools.</li><li>
Deep knowledge and technical proficiency gained through extensive education and business experience.</li><li>
Verbal &amp; written communication skills - In-depth.</li><li>
Collaboration &amp; team skills - In-depth.</li><li>
Analytical and problem solving skills - In-depth.</li><li>
Influence skills - In-depth.</li><li>
Data driven decision making - In-depth.</li></ul><p><i>
Please note the base salary for this role is $200,000.00USD.
</i></p><p><b>Salary:</b></p><p></p><p><b>
Pay Type:</b></p><p>
Salaried</p><p>
The above represents BMO Financial Group&rsquo;s pay range and type.</p><p>
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.</p><p>
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p>
<p><b>About Us</b></p><p>
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p>
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.</p><p>
To find out more visit us at https://jobs.bmo.com/us/en
</p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.</p><p>
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.</p><p>
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

Vice President, Corporate Banking FIG Asset & Wealth Managers

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