Senior Lead Fiduciary Specialist Job at Wells Fargo (Palm Beach)

Manager, Institutional Sales

The main purpose of this job is to be responsible for the overall strategy and e...

Location

United States , Kansas City

Salary:

158000.00 - 187500.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor's degree in business, marketing or a related field or equivalent combination of education and experience required
6+ years institutional investment production, relationship management or sales leadership experience required
3+ years leadership/supervisory experience required
Strong knowledge of the Institutional sales field, including knowledge of best practices
Strong technical knowledge in investment management across fixed income, equity and alternative management
Understanding of Institutional fiduciary roles, such as ERISA, OCIO, and UPMIFA
Ability to prospect data tools and databases that can drive prospect generation
Ability to analyze and condense data obtained into a format that can be useable by sales team to drive sales process
Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems
Ability to drive results and balance management of organizational risk and meeting goals of the business

Job Responsibility

Work with Senior Institutional line of business management to achieve company-wide institutional new business, revenue and profit goals
Directly oversee asset sales management activities, which includes oversight of the Institutional Business Development Officers, Specialists, Associates and the Sales Intelligence Unit (SIU)
Work within, and promote use of internal systems and CRM for all reporting needs, including activities, pipeline, compensation reporting, etc. Develop sales dashboard to track and report key metrics
Develop strong relationships with internal referral partners and the department leaders. Develop consistent communication channels and work to increase sales from referrals within Commerce Bank
Assist with developing sales and individual deal strategy. This will include structure, pricing, services
Provide thought leadership and strategies to acquire and use information from various sources to drive sale while utilizing knowledge and experience with sales and prospecting data bases
Serve as a subject matter expert as it relates to institutional competitors, current marketplace, pricing and products. Make recommendations that make Commerce Trust offerings increasingly competitive within the marketplace
Provide recommendations and work with the BDO team and SIU to continually enhance the RFP process and marketing collateral
Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Operations Specialist

Location

United States , Bonita Springs

Salary:

130000.00 USD / Year

Rittenhouse Village At Michigan City

Expiration Date

Until further notice

Requirements

Bachelor's degree is preferred
Business Administration, Hospitality or a Health-related field is ideal
Minimum of three years managerial experience preferably in the senior living, health care or hospitality industries
Previous management experience including hiring, coaching, performance management, daily operations supervision and budget oversight
Previous sales experience preferred
Demonstration of success in managing operating expenses
Administrator License/certification may be required per state requirements

Job Responsibility

Managing Vision and Purpose
Communicates a clear, Resident focused vision, based upon a resident centered model of care
Understands and models Discovery’s purpose, focus and mission in all aspects of the positions
Participates in planning and implementing the marketing and sales strategies as established by Regional marketing and management support
Demonstrates the ability to identify and build relationships within the local area that drives businesses into the community, as well maintains an awareness of competitor pricing, thereby maximizing top-line revenue growth and achieves appropriate market position
Ensures the community has an effective external business development strategy in place, is able to articulate results and adjust plan accordingly
Holds Sales Team Members accountable for success factors including a predetermined number of quality calls and tours
Establishes appropriate referral sources, resulting in move-ins from referrals
Daily Standup Meetings to include issues related to sales and occupancy
Scheduled tours, follow up and at risk

What we offer

medical insurance
dental insurance
vision insurance
life insurance
disability insurances
paid time off
paid holidays
401(k) plan with company match
Employee Assistance Program
accident insurance policies

Fulltime

Operations Specialist

Location

United States , Bonita Springs

Salary:

105000.00 - 120000.00 USD / Year

Rittenhouse Village At Michigan City

Expiration Date

Until further notice

Requirements

Bachelor's degree is preferred
Business Administration, Hospitality or a Health-related field is ideal
Minimum of 3+ years managerial experience preferably in the senior living, health care or hospitality industries
Previous management experience including hiring, coaching, performance management, daily operations supervision and budget oversight
Previous sales experience preferred
Demonstration of success in managing operating expenses
Administrator License/certification may be required per state requirements

Job Responsibility

Managing Vision and Purpose
Communicates a clear, Resident focused vision, based upon a resident centered model of care
Understands and models Discovery's purpose, focus and mission in all aspects of the positions
Participates in planning and implementing the marketing and sales strategies as established by Regional marketing and management support
Demonstrates the ability to identify and build relationships within the local area that drives businesses into the community, as well maintains an awareness of competitor pricing, thereby maximizing top-line revenue growth and achieves appropriate market position
Ensures the community has an effective external business development strategy in place, is able to articulate results and adjust plan accordingly
Holds Sales Team Members accountable for success factors including a predetermined number of quality calls and tours
Establishes appropriate referral sources, resulting in move-ins from referrals
Daily Standup Meetings to include issues related to sales and occupancy
Scheduled tours, follow up and at risk

What we offer

comprehensive benefit package including medical, dental, vision, life and disability insurances, paid time off and paid holidays
outstanding 401(k) plan with company match
Employee Assistance Program
accident insurance policies

Fulltime

Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Chicago

Salary:

300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Partner, Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Detroit

Salary:

170000.00 - 300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Factory Manager - Distribution Center Kunchan

Every day, we get opportunities to make a positive impact – on our colleagues, p...

Location

China , Kunshan

Salary:

Not provided

Alfa Laval

Expiration Date

Until further notice

Requirements

Bachelor’s degree in supply chain, Logistics, or a related field — or equivalent relevant experience
Minimum 10 years’ managerial experience in distribution, warehousing, or supply chain operations
Proven leadership and people management skills across teams in a multitude of settings
Experience in change management, project management, and Lean / continuous improvement methodologies
Strong financial acumen and P&L management experience
Excellent command of written and spoken English

Job Responsibility

Oversee all DC operations including safety, quality, delivery, and cost performance
Set, monitor, and follow up on overall targets for the DC and all units/functions
Develop and implement the 6M Operational Plan
Manage the DC’s P&L and financial performance (P3 accountability)
Define and implement the Vital Few / Key Metrics for the DC
Drive the development of the DC and its people, ensuring the right resources (machinery, equipment, competence) are in place for long-term sustainable results
Implement and uphold Alfa Laval and PDL policies, standards, processes, values, and culture
Chair the local management team
provide the organization with relevant and timely information
Act as PDL contact point for site shared functions: HR, Finance, EHS, Real Estate, and Legal

What we offer

Open and friendly environment
Opportunity to build a global network with different nationalities
Your work will have a true impact on Alfa Laval’s future success
You will be learning new things every day
140 years old Swedish multinational company with stable growth and expansion
Sustainability and contributing back to the people and planet are motives behind everything we do

Fulltime

Payroll Administrator II

We are looking for a detail-oriented Payroll Administrator II to support accurat...

Location

United States , Westerville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate degree in Accounting or a related field, or equivalent experience
three years of relevant experience may be considered in place of formal education
3-5 years of payroll experience, including at least three years working with Oracle or another major payroll system and Kronos timekeeping
Demonstrated knowledge of payroll practices, payroll audits, deductions, and timekeeping administration
Ability to research issues, interpret payroll policies, and resolve employee concerns with professionalism and discretion
Experience reviewing payroll reports and validating data for accuracy, compliance, and financial consistency
Strong communication and customer service skills, with the ability to work effectively with payroll, human resources, and accounting teams
High level of confidentiality, strong organizational skills, and careful attention to data accuracy and detail

Job Responsibility

Process employee hours, earnings, and payroll-related records with a high level of accuracy and attention to detail
Validate payroll entries and audit supporting information to confirm completeness, correctness, and policy compliance before payroll is finalized
Calculate and apply garnishments, mandated withholdings, and other special deductions in accordance with applicable requirements
Serve as a backup resource within the payroll team and provide day-to-day support across core payroll activities
Build working expertise in payroll processing workflows and the relationship between timekeeping systems and payroll platforms
Investigate payroll questions from employees, resolve discrepancies, and communicate clear guidance on pay-related matters
Review payroll reports and related system outputs to identify issues, verify results, and support proper payroll administration
Assist with communicating payroll procedures to employees and maintain organized payroll documentation for year-end activities
Prepare payroll information needed for financial reporting and collaborate with accounting and human resources to support accurate pay and statement alignment

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Registered Nurse Medical Oncology Office

The Direct Patient Care Registered Nurse- DPC RN is a licensed professional able...

Location

United States , Boca Raton

Salary:

Not provided

Baptist Health

Expiration Date

Until further notice

Requirements

Associates degree in Nursing or Bachelors degree in Nursing
Pediatric Advanced Life Support
ONS/ONCC Chemotherapy Immunotherapy Certificate
Neonatal Resuscitation Program
Basic Life Support
Advanced Cardiovascular Life Support
Registered Nurse
1 year RN experience

Job Responsibility

Deliver patient-family centered care in a culturally competent manner utilizing and promoting evidence based practice standards of quality, safety and service

What we offer

Up to $15,000 sign-on bonus
Career growth and development opportunities
Comprehensive health and wellness resources
Wellness program that can help employees eliminate their medical plan deductible
Tuition reimbursement

Fulltime

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Senior Lead Fiduciary Specialist

Job Description

Job Responsibility

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