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senior professional, business analyst

manager business relationship

Ventura Foods

<div><p><b>Employment Type:</b> Salaried<br>
<b>Work Arrangement:</b> Hybrid</p><div><div><div><h2 class="jobSectionHeader"><b>
Position Summary:</b></h2></div><div><p>
The Business Relationship Manager (BRM) is an IT business partner who blends technology leadership with strong business understanding to share ownership for business strategy alignment and measurable business value results. BRMs sit within the IT organization and are assigned to support specific business units and/or enterprise functions (e.g., Commercial, Operations, Finance, IT). The BRM serves as a single point of focus to align enabling capabilities and delivery partners around business priorities.</p><p>
This is achieved by stimulating, surfacing, and shaping demand for business capabilities and technology-enabled solutions, and by ensuring that the potential value from those investments is captured, optimized, and recognized. The role improves stakeholder outcomes by running a consistent operating model: shaping demand, preparing decision-ready governance inputs (including business cases and requirements), creating clear communications, and enabling measurable outcome/value reporting. The BRM Manager also collaborates closely with (and may lead, as assigned) Business Systems Analysts to ensure consistent analysis quality and demand readiness.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Major Duties and Responsibilities:</b></h2></div><div><ul><li><b>
Strategic interface &amp; demand shaping for assigned scope: </b>Build trusted relationships within the assigned business unit/function and serve as the primary IT engagement point for that scope. Stimulate, surface, and shape demand into decision-ready items (problem statement, outcomes, scope assumptions, dependencies, risks, benefit hypothesis). Support prioritization readiness by clarifying tradeoffs and sequencing recommendations; escalate decisions through established governance.</li><li><b>
Communications &amp; transparency: </b>Run a predictable communications cadence for the assigned scope (monthly/quarterly updates aligned to governance). Own the portfolio narrative, communicate priorities, tradeoffs, progress, risks, and value outcomes in a way that enables timely decisions and stakeholder confidence. Produce concise stakeholder-ready updates: what&rsquo;s in flight, what&rsquo;s next, what&rsquo;s blocked, and decisions needed. Ensure messages translate delivery status into business impact language; provide inputs to IT-level summaries / Quarterly Business Reviews (QBRs) as requested.</li><li><b>
Initiative progress &amp; delivery partnership (PMO/delivery coordination): </b>Partner with PMO and delivery leads to track progress, risks/issues, dependencies, and readiness for key initiatives within the scope. Drive early identification of cross-IT impacts; bring the right teams to the table to reduce blind spots and improve outcomes.</li><li><b>
Value realization &amp; stakeholder experience: </b>Coordinate outcome and value reporting with initiative owners (adoption, benefits realized, stakeholder feedback). Capture and communicate meaningful wins; ensure follow-through on agreed actions and decisions. Run stakeholder feedback loops and contribute improvement ideas that strengthen trust and predictability.</li><li><b>
Operating model adherence &amp; continuous improvement (contribute): </b>Execute the BRM operating model consistently (intake shaping governance readiness communications follow-through). Ensure intake data quality and correct categorization/taxonomy usage (e.g., capability/process tags) for transparency and reporting. Contribute suggested improvements to templates, playbook guidance, and metrics definitions through the BRM community. Support implementation readiness (requirements quality, test/UAT support, cutover/adoption readiness), including ERP/platform initiatives as applicable.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Education and Experience:</b></h2></div><div><ul><li>
BS / BA in applicable field (CS, Engineering, Supply Chain, Finance, etc.), or 7+ years related field experience.</li><li>
Business Relationship Management Professional (BRMP&reg;) or similar certification preferred.</li><li>
5+ years of functional experience in the supported business function.</li><li>
4+ years of experience facilitating the development and implementation of business initiatives and projects, based on management objectives.</li><li>
Strong experience with diverse business applications, especially SaaS-based and ERP systems and functionality.</li><li>
Experience contributing to implementation of business solutions (e.g., ERP and related platforms) through requirements, process documentation, testing support, training/adoption support, and stabilization.</li><li>
Experience partnering with internal governance teams (e.g., PMO, Architecture, Security, Data) as needed.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Knowledge and Skills:</b></h2></div><div><ul><li>
Ability to listen, build rapport, and establish credibility as an IT partner with business unit leaders and functional teams.</li><li>
Working knowledge of the supported business area&rsquo;s key processes and how technology enables outcomes; ability to learn quickly and ask the right questions.</li><li>
Working knowledge of ERP/SaaS-based systems</li><li>
enablement and how technology supports process and performance improvement.</li><li>
Strong verbal and written communication skills; able to create concise status updates, decision briefs, and stakeholder-ready narratives.</li><li>
Must work effectively with cross-functional teams; able to coordinate across IT and business partners to drive clarity and follow-through.</li><li>
Strategic thinking capability with ability to translate priorities into practical next steps, decision-ready inputs, and measurable outcomes.</li><li>
Strong analytical abilities to identify issues, evaluate options/tradeoffs, and initiate improvement actions.</li><li>
Able to understand complex issues and clearly articulate complex ideas to both technical and non-technical audiences.</li><li>
Excellent organization, attention to detail, follow-up, and basic project/program coordination skills.</li><li>
Demonstrated ability to champion change, influence without authority, and drive results in a complex organization.</li><li>
Energy, focus, assertiveness, and diplomacy&mdash;knowing when to push an agenda and when to let a situation develop, rest, or advance.</li></ul></div></div></div><p><b>
Why Join Us:</b><br>
Ventura Foods innovates and manufactures food solutions for foodservice and retail businesses. We make exclusive products for the world's most iconic restaurants and retailers, we provide ready-to-go product solutions for professional kitchens, and we make consumer brands everyone knows and loves. When you work for Ventura Foods, you get a strong foundation of training, a manager who cares about you and celebrates your success, a safe environment, and challenging work. As part of our team, your future is limited only by how much you&rsquo;re willing to push yourself to get there. We invest in your growth because you invest in ours.</p><p><br>
</p><p>Ventura Foods offers career growth opportunities as well as competitive compensation and benefits:
</p><ul><li>Medical, Prescription, Dental, &amp; Vision &ndash; coverage beginning on your 1st day for eligible employees
</li><li>Profit Sharing and 401(k) matching (after eligible criteria is met)
</li><li>Paid Vacation, Sick Time, and Holidays
</li><li>Employee Appreciation Events and Employee Assistance Programs</li><li>
Salary Base Range of $135,978.00 - $179,183.55*</li><li>
Annual bonus (based on the incentive program terms and conditions)</li></ul><p></p><ul><li><br>
The &ldquo;base salary range&rdquo; provided above is a good faith estimate of what we expect to pay for this position in the specified markets. Ventura Foods reserves the right to pay outside of the given range based on a variety of factors including but not limited to: candidate skills and experience, complexity of the job, budgetary factors, and location/geography. Ventura Foods conducts regular reviews of compensation ranges and therefore reserves the right to alter this range at any given time.</li></ul><p></p><p><b><br>
Diversity &amp; Inclusion:</b><br>
Our commitment to a diverse and inclusive environment in which all employees are treated with respect is evident in our company culture and values. We believe that fostering an environment of inclusion and a focus on diversity across our organization is vital to attracting top talent, driving innovation, and meeting the high expectations of our customers in a rapidly evolving global marketplace.</p><p></p><p><br>
Ventura Foods is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.</p></div>

Manager Business Relationship

Glidewell Laboratories

<div><div><b>Essential Functions:</b></div><ul><li>
 Coordinates and performs a range of department support activities; serves as a liaison between other divisions/departments.</li><li>
 Provides administrative support such as answering inbound telephone calls, checking on ship dates, offering information on all products, updating new account information and inputting call notes in GCM.</li><li>
 Communicates with customers, colleagues, dental technicians, and managers in a prompt articulate manner.</li><li>
 Complies with customer service policies and procedures and call center operational standards.</li><li>
 Relies on extensive technical knowledge to make decisions and accomplish departmental goals.</li><li>
 Assists customers in problem solving, planning, development, and execution of stated goals and objectives.</li><li>
 Ensures customer retention and satisfaction.</li><li>
 Evaluates each case thoroughly and advises doctors on which product is best for the particular case.</li><li>
 Makes outbound calls on cases that need assistance.</li><li>
 Maintains a day to day professional relationship with dental technicians and managers.</li><li>
 Follows-up on specific requests made by doctors on particular cases.</li><li>
 Seeks advice and input from the manager when needed.</li><li>
 Performs other related duties and projects as business needs require at direction of management.</li></ul><div></div><div><div><b>
Education and Experience:</b></div><ul><li>
 High school diploma or equivalent.</li><li>
 Bachelor&rsquo;s degree, preferred.</li><li>
 Minimum two (2) years of ACD experience and/or five (5) years of customer service experience or three (3) years in dental background.</li></ul><div><b>
Special Requirements/Certification:</b></div><div><ul><li>
 RDA, DA, or CDT certifications preferred.</li></ul><p>
Pay Range: $25.00/hr</p></div></div></div>

Technical Advisor I - Implants (Monday to Friday 8:00am to 5:00pm)

Sunflower Bank

<div><p>At <b>Sunflower Bank, N.A.</b>, we&rsquo;re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it&rsquo;s what we do every day for clients and associates. Learn more about <b>Sunflower Bank, N.A</b>. at sunflowerbank.com.</p><p><b>
Sunflower Bank, N.A./First Foundation Advisors </b>is looking for an energetic, highly motivated individual to fill the position of a full-time Investment Research Associate at our <b>Irvine, CA</b> location.</p><p><i>
The salary range for this position is $60,100 to $84,500 depending on knowledge, skills, abilities, experience, and location.</i></p><p><b>
Summary:</b></p><p>
The Investment Research Analyst will be primarily responsible for assisting the Investment Committee members in ad hoc efforts including reporting, manager due diligence and streamlining workflow processes for both public and private, as well as proprietary &amp; non-proprietary, investment solutions. The associate will also support the advising team by responding to questions and requests about securities on the firm&rsquo;s investment platform from client-facing teams.</p><p><b>
Primary Responsibilities</b></p><ul><li>
Support investment strategists in performing manager due diligence reporting, including those for non-proprietary and proprietary investments, separately managed accounts, mutual funds, exchange-traded funds, and alternative investments.</li><li>
Ensure knowledge of entire investment solution suite; recommend investment solutions to Portfolio Strategist and Wealth Advisors for client use based upon clients' needs and constraints.</li><li>
Strategize with investment team in updating asset class outlook and asset allocation.</li><li>
Respond to inquiries about the investment platform from business development team members.</li><li>
Maintain updated fund manager collateral for easy access by Relationship Managers and Wealth Advisors.</li><li>
Serve as a liaison for communications between Investment Strategists and fund manager partners.</li><li>
Perform ad hoc analysis on portfolios and investment strategies.</li><li>
Coordinate duties between Investment Strategists and Operations for investments.</li><li>
Conduct research and analysis to support the investment sub-committee&rsquo;s theses or find potential opportunities.</li><li>
Adheres to compliance programs and completes required training on time.</li><li>
Understands and complies with requirements of all laws and regulations applicable to position.</li><li>
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.</li><li>
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.</li><li>
Understand and participate in the Bank&rsquo;s Community Reinvestment Act program.</li><li>
Perform other duties as assigned.</li></ul><p><b>
Education / Experience</b></p><ul><li>
Bachelor&rsquo;s Degree in Finance, Economics, Physical Sciences, Engineering, or Computer Science is preferred.</li><li>
3-5 Years of investment industry experience preferred.</li><li>
Knowledge of valuing financial instruments, including those in Equity and Fixed Income.</li><li>
Bloomberg, FactSet, Argus and/or Morningstar experience preferred.</li><li>
Willingness to pursue CFA and/or CAIA designation a plus.</li><li>
Experience with Python/AI workflow automation or demonstrated aptitude and eagerness to learn.</li><li>
Prior or current involvement in investment-related undergraduate clubs or community involvement a plus.</li><li>
Possesses a deep quantitative and analytical mindset.</li><li>
Advanced proficiency with Excel &amp; PowerPoint. VBA and/or financial modeling skills a plus.</li><li>
A team player with excellent communication skills who exhibits a high level of professionalism.</li><li>
Strong organizational skills and initiative with systematic follow-up &amp; a focus on accuracy and reliability.</li><li>
Must be bondable.</li></ul><p><b>
Working Conditions:</b></p><p>
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.</p><p><b>
Sunflower Bank Benefits</b></p><p>
People choose to &ldquo;bank&rdquo; with us, but for those we serve, we&rsquo;re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.</p><p>
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:</p><ul><li>
Rooted in Strength</li><li>
Propelled by Growth</li><li>
Individuals in a Great Whole</li><li>
Creating Possibility</li><li>
Community Focused</li></ul><p>
Associates enjoy outstanding benefits, including:</p><ul><li>
401(k) Plan with 6% Match</li><li>
Health/Dental/Vision Insurance</li><li>
Company-paid Life Insurance</li><li>
Tuition Reimbursement</li><li>
Fitness Reimbursement</li><li>
Paid Time Off</li><li>
Volunteer Leave</li><li>
Paid Holidays</li><li>
Plus many more associate perks &amp; incentives!</li></ul><p>
If you qualify, apply online at www.sunflowerbank.com/careers.</p><p>
You&rsquo;ve never worked anyplace like Sunflower Bank!</p><p>
EOE/AA: Minorities/Females/Disabled/Vets</p><p>
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.</p><p>
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.</p><p>
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.</p></div>

Investment Research Associate

<div><p><b>JLL empowers you to shape a brighter way</b>.
</p><p></p><p>Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you&rsquo;ve got deep experience in commercial real estate, skilled trades or technology, or you&rsquo;re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
</p><p></p><div><p>Join JLL's expanding Industrial Property Management team in Irvine, CA and advance your career with the global leader in commercial real estate services.</p></div><p></p><div><div><div><div><p>
The Property Manager (PM) is responsible for providing direct management oversight for the assigned Industrial properties. The Property Manager is responsible for maximizing NOI and asset value on behalf of JLL clients. Specific responsibilities include property management, operations, maintenance, client, and tenant relations, supporting the leasing team, marketing, accounts payable collections, annual budgeting, risk management and financial reporting.</p><p><b><br>
What You'll Be Doing</b></p><ul><li>
Providing an experiential approach which guides a differentiated property management experience, resulting in better care and better business</li><li>
Support the exponential growth of our business by providing people integration and synergy</li><li>
Develop our people for bigger and better roles</li><li>
Supporting ambitions beyond the workplace</li><li>
Applying new technology and data to drive change</li></ul><p></p><p><b><i>
Managing industry changing properties</i></b></p><p>
As the Property Manager (PM), you will provide leadership to your team and outstanding customer service to your clients, while managing an industrial portfolio. You are responsible for all aspects of client and tenant satisfaction. As the lead professional, you will also be responsible for preparing budgets and financial reports, managing TI and/or capital improvement projects, and developing your staff. You will be an excellent communicator (both written and verbal) to both building owners and tenants to ensure an ongoing, successful relationship.</p><p></p><p><b><i>
Creating strategic and collaborative solutions</i></b></p><p>
You are an individual who sees the big picture, acts decisively, and focuses on creating an energized and collaborative environment. As a Property Manager, you will contribute to the establishment and refinement of work quality, cultural initiatives, and best practices to drive results as a team. You will also contribute to developing successful, diverse teams through inclusive and thoughtful means of communication.</p><p></p><p><b><i>
Embracing the human side of business</i></b></p><p>
You are people focused, seeking out and understanding the needs, perspectives and motivations of clients and team members alike. Your ability to communicate well and manage client, tenant and vendor relationships will allow for seamless conflict resolution and client retention.</p><p></p><p><b>
What We're Looking For</b></p><ul><li>
Bachelor&rsquo;s degree preferred</li><li>
Minimum of three (3) years of commercial property management experience including recent experience in one of these (office, retail, industrial, healthcare) is a plus</li><li>
Must have strong financial acumen and experience preparing budgets, CAM reconciliations, and other types of related financial reports</li><li>
Familiarity with building systems, lease negotiation, documentation, and administration</li><li>
CA Real Estate License is required within 120 days.</li><li>
Experience using a property management accounting platform, such as Yardi, Kardin or MRI is required</li></ul><p></p><p><b><i>
A relationship builder</i></b></p><p>
Both verbal and written communication skills are vital, and, of course you&rsquo;ll be good at establishing relationships with all levels of the organization &amp; external clients.</p><p></p><p><b><i>
Tech minded</i></b></p><p>
The real estate industry is consistently changing with technology. You&rsquo;ll need to make technology work to your advantage. You must demonstrate proficiency in the use and application of technology tools and continually seek opportunities to develop your skillset.</p><p></p><p><b><i>
An achiever</i></b></p><p>
You&rsquo;ll have a proven track record of results as we&rsquo;ll expect you to act decisively, think big, and manage your time to meet deadlines in a fast-paced, high volume environment. Most importantly, you&rsquo;ll want to contribute to a diverse, supportive, and talented team<br>
<br>
<b>What's In It For You</b></p><ul><li>
Join an industry leader and shape the future of commercial real estate</li><li>
Deep investment in cutting-edge technology to power your work</li><li>
Comprehensive and competitive benefits plan</li><li>
A supportive, caring and diverse work environment designed for your growth and well-being</li></ul></div></div></div></div><p></p><p>
#FMJobs</p><p></p><p>
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.</p><p></p><p><b>
Estimated compensation for this position:</b></p><p></p>
110,000.00 &ndash; 126,000.00 USD per year<p></p><p><i>
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.</i></p><p></p><p><b>
Location:</b></p><p></p>
On-site &ndash;Irvine, CA<p></p><p><b>
Job Tags:</b></p><p></p>
Property Management<p></p><p>
If this job description resonates with you, we encourage you to apply, even if you don&rsquo;t meet all the requirements. We&rsquo;re interested in getting to know you and what you bring to the table!</p><p><b><br>
Personalized benefits that support personal well-being and growth:</b></p><p></p><p>
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:</p><ul><li><p>
401(k) plan with matching company contributions</p></li><li><p>
Comprehensive Medical, Dental &amp; Vision Care</p></li><li><p>
Paid parental leave at 100% of salary</p></li><li><p>
Paid Time Off and Company Holidays</p></li><li><p>
Early access to earned wages through Daily Pay</p></li></ul><p></p><p>
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.</p><p></p><p><b><i>
JLL Privacy Notice</i></b></p><p>
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL&rsquo;s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.</p><p></p><p>
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.</p><p></p><p>
For additional details please see our career site pages for each country.</p><p></p><p>
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.</p><p></p><p>
Jones Lang LaSalle (&ldquo;JLL&rdquo;) is an Equal Opportunity Employer and 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 &ndash; including the online application and/or overall selection process &ndash; you may email us at HRSCLeaves@jll.com. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page &gt; I want to work for JLL.</p><p></p><p>
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.</p><p></p><p>
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.</p><p></p><p>
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.</p><p></p><p><b>
California Residents only</b></p><p>
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.</p><p></p><p>
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance.</p><p></p><p>
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</p><p></p><p>
Accepting applications on an ongoing basis until candidate identified.</p></div>

Property Manager (Commercial)

CliftonLarsonAllen

<div><div>CLA is a top 10 national professional services firm where <b>our purpose is to </b><b><i>create opportunities</i></b> every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.</div><div>
CLA is dedicated to building a <div>culture</div> that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.</div><div></div><div><b>
About the role:</b></div><div></div><div>
CLA is looking to hire a Senior Wealth Advisor in our Irvine, CA office.</div><div></div><div>
The Senior Wealth Advisor (SWA) serves as a relationship manager providing &ldquo;Total Wealth Advisory&rdquo; services to their clients. Total Wealth Advisory is a comprehensive service that revolves around a personal financial plan and includes advice on all of clients financial and tax needs. The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning. The SWA will manage a book of client relationships and will delegate work as appropriate.</div><div></div><div><b>
Work Activities &amp; Accountabilities</b></div><div><b>
The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.</b></div><ul><li><div>
Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations.</div></li><li><div>
Client Support: Manage existing &amp; new referral relationships.</div></li><li><div>
Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe.</div></li></ul><div></div><div><b>
Minimum Required Experience, Education, and Certifications</b></div><ul><li><div><b><i>
Experience:</i></b><b> Minimum of EIGHT (8) years of progressively responsible financial services experience.</b></div></li><li><div><b><i>
Education: </i></b><b>Bachelor&rsquo;s degree in Accounting, Finance, or a related field.</b></div></li><li><div><b><i>
Certifications/Licenses:</i></b><b><i> FINRA Series 65 or 66 </i></b><b><i>Required</i></b><b><i>.
</i></b></div></li><li><div><b>Existing Transferrable Book of Business </b><b><i>Preferred</i></b><b>.</b></div></li><li><div><b>
CFP preferred.</b></div></li></ul><div></div><div><b>
Our Perks:</b></div><ul><li><div>
Flexible PTO (designed to offer flexible time away for you!)</div></li><li><div>
Up to 12 weeks paid parental leave</div></li><li><div>
Paid Volunteer Time Off</div></li><li><div>
Mental health coverage</div></li><li><div>
Quarterly Wellness stipend</div></li><li><div>
Fertility benefits</div></li><li><div>
Complete list of benefits <div>here</div></div></li></ul><div></div><div>
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.</div><div></div><div>
The compensation range for this position in California is: $124,900. &ndash; $221,000.</div><div></div><div>
This role is eligible for discretionary bonuses based on company performance and other factors.</div><div></div><div>
#LI-MU1</div><div></div><div>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities</div><div></div><div><b><br>
Wellness at CLA</b></div><div>
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.</div><div></div><div>
To view a complete list of benefits click <div>here</div>.</div></div><div></div>

Senior Wealth Advisor - Wealth Advisory - Irvine, CA

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Are you customer focused, enjoy building relationships and leading a team? You have found the right team.
</p><p>As a Treasury Sales Group Manager in Commercial Banking, you will lead and develop Treasury Management Officers, Associates and our Analyst group. You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product.
</p><p><b>Job Responsibilities</b>
</p><ul><li>Lead, hire, and manage a team of Treasury sales professionals to achieve positive performance results
</li><li>Leads with direction and coordination building successful relationships
</li><li>Monitors staff performance, provides appropriate coaching, recognition and feedback
</li><li>Builds collaborative internal relationships with Regional Treasury Sales Team, bankers and other internal partners
</li><li>Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
</li><li>Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
</li><li>Develop and implement client, market, people, and business strategies
</li></ul><p></p><p><b>Required qualifications, capabilities, and skills</b>
</p><ul><li>7+ years of sales and industry experience
</li><li>3+ years of sales leadership experience with a demonstrated ability to build, direct and manage a sales/relationship management team of parallel size and scope
</li><li>Knowledge of treasury products and solutions
</li><li>Highly motivated, independent worker within a team-oriented culture</li><li>
Excellent client management skills
</li><li>Ability to communicate and present to large groups
</li><li>Demonstrated sales coaching abilities including successful sales and marketing skills
</li></ul><p></p><p><b>Preferred qualifications, capabilities, and skills</b>
</p><ul><li>Familiar with Microsoft Word, Excel, and PowerPoint
</li><li>Bachelor&rsquo;s degree; advanced degree preferred
</li><li>Superior analytical and quantitative skills
</li><li>Exceptional verbal and written communication skills
</li></ul><p>FEDERAL DEPOSIT INSURANCE ACT:<br>
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase&rsquo;s review of criminal conviction history, including pretrial diversions or program entries.</p>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.<br>
<br>
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients&mdash;including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.</div></div>

Treasury Sales Group Manager - Commercial Term Lending - Executive Director

JenaValve Technology, Inc.

<div><p><b>Job Title:</b> Commercial Administrator
</p><p></p><p><b>Role Level:</b> Individual Contributor (IC)</p><p>
</p><p><b>Supervisor/Manager Title:</b> Chief Commercial Officer
</p><p></p><p><b>Job Location &amp; Environment:</b> Irvine, CA, Corporate Office
</p><p></p><p><b>Job Description Summary:</b> The Commercial Administrator provides administrative and operational support across the North American based Commercial organization, including Training &amp; Professional Education, Sales, Marketing, Reimbursement and Field teams. This role is responsible for coordinating training activities and records, meetings and logistics, maintaining documentation and databases, assisting with customer service and contract workflows, preparing reports, and supporting key commercial processes and events. Activities and priorities executed by this role will be triaged and prioritized by CCO, but role will engage with US commercial leaders representing Education, Sales, Marketing, Operations and Reimbursement.</p><p>
</p><p><b>Job Responsibilities:</b>
</p><p><i>Training &amp; Professional Education Support</i></p><ul><li>
Support new hire onboarding coordination for Commercial team members working with Training Coordinator.</li></ul><p><i>
Commercial Operations, Marketing &amp; Administrative Support</i></p><ul><li>
Coordinate and maintain files, data, and documentation.</li><li>
Maintain tracking spreadsheets, databases, and dashboards (Excel, PowerBI, or other tools).</li><li>
Respond to and triage incoming customer service inquiries to appropriate internal partners.</li><li>
Assist with purchase order, invoice processing, and basic contract coordination in partnership with the contracting team.</li><li>
Assist with preparation of monthly reports.</li><li>
Interact with cross functional team members based on commercial leadership and field team needs</li><li>
Support meetings, calendar, and event planning for Commercial, Sales, and Marketing functions</li><li>
Perform additional administrative and operational duties as assigned to support the Commercial team and Leadership.</li></ul><p><b>
Required Education and Experience:</b>
</p><ul><li>Minimum 1 year of previously related medical device environment preferred.</li><li>
Excellent interpersonal relationship skills.</li><li>
Excellent problem-solving and critical thinking skills.</li><li>
Ability to perform in a fast-paced, cross-functional team environment.</li><li>
Bachelor's degree preferred.</li><li>
Expertise in MS Office Suite required.</li></ul><p>
</p><p><b>Skills and Abilities Required for This Job:</b>
</p><ul><li>Self-starter and able to operate with some direct supervision.</li><li>
Excellent presentation and verbal communication skills are essential.</li><li>
Training skills and experience.</li><li>
Customer focused. Able to develop and maintain trustworthy relationships.</li><li>
Creative and solutions oriented.</li><li>
Autonomous and accountable.</li><li>
Empathic team player (exhibit positive mindset of respect and readiness to help and support).</li><li>
Capable of working in a changing work environment.</li><li>
Demonstrated ability to manage multiple initiatives.</li></ul><p><b>
Physical Requirements:</b>
</p><ul><li>Prolong sitting</li></ul></div>

Commercial Administrator

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