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The Shippensburg University Foundation invitesapplications and nominations for the position of Vice President&amp; Chief Development Officer.
The Vice President &amp; Chief Development Officer (VP/CDO) forthe Shippensburg University Foundation is responsible for thestrategic leadership and management of the Foundation’s major giftfundraising, planned giving, corporate and foundation, and annualfund initiatives. This individual will play a crucial role insecuring significant financial resources to support theUniversity’s mission and goals. The VP/CDO will lead a team ofdedicated fundraising professionals.
The success of the vice president &amp; chief developmentofficer will be driven by their collaborative approach and abilityto implement new and innovative ideas to increase giving to theShippensburg University Foundation for the benefit of students,programs, faculty, and facilities at Shippensburg University.
Responsibilities
<ul>
<li>Support the President &amp; CEO as their chief fundraiser,serving as an advisor and co-strategist in cultivating prospectivedonors and soliciting major, principal and transformativegifts.</li>
<li>Maintain an actively managed personal prospect pool of not lessthan 100 principal and transformative donor prospects.</li>
<li>In consultation with the President &amp; CEO, assess the growthpotential and effectiveness of the SU Foundation’s fundraisingprogram; direct the fundraising program, including budgetmanagement, fundraising personal supervision, planning, staffdevelopment, and evaluation.</li>
<li>Serve as a member of the President &amp; CEO’s management teamand participate in formulating and administering SU Foundationpolicies. Develop and execute fundraising policies, structure, anda personnel plan to accomplish mutually agreed philanthropicobjectives in coordination with the University.</li>
<li>Enhance the culture of philanthropy and substantially increasephilanthropic support and engagement.</li>
<li>Utilize best practices and professional organizationalguidelines to accomplish strategic fundraising initiatives, e.g.annual giving programs, planning giving techniques, capital, andcomprehensive campaign strategies.</li>
<li>Cultivate a strong working relationship with universityadministrators, faculty, and staff.</li>
</ul>
 Requirements:
<ul>
<li>Credibility and sound judgment required to effectively engageand leverage major donors, volunteers, and other key constituentsin the cultivation, solicitation, and stewardship of key prospectsand donors.</li>
<li>Strong leadership and team management skills.</li>
<li>Excellent interpersonal and communication skills, both writtenand verbal.</li>
<li>Ability to work effectively with a wide range of stakeholders,including donors, board members, and University and Foundationstaff.</li>
<li>High level of integrity, professionalism, and commitment to theShippensburg University and the Shippensburg UniversityFoundation’s mission.</li>
</ul>
Education and Experience: Master’s Degree required. Seven or more years of progressivelyresponsible fundraising and high-level leadership experience in ahigher education or nonprofit development role. Experience leadingfundraising campaigns.
Additional Details: Job Type: Full-time, Monday to Friday and Weekends as needed The SU Foundation offers a competitive salary and benefits package(including healthcare and TIAA-CREF retirement plan)
TO APPLY: Send cover letter, resume, three references, and salaryrequirements to the attention Dr. Leslie Folmer Clinton, 500Newburg Road, Shippensburg, PA 17257 or apply by email to Dr.Clinton at <a href="mailto:LFClin@SUFoundation.org" target="_blank">LFClin@SUFoundation.org</a>. Applications willbe considered until the position is filled.
 About the SU Foundation: The ShippensburgUniversity Foundation, a 501 (c) (3) nonprofit organization, wascreated in 1977 and serves to seek financial resources and provideservices to support and enhance Shippensburg University’s missionof student learning and personal development through highlyeffective and innovative teaching, complemented by a wide varietyof out-of-class experiences. Today, the SU Foundation’s endowmenttotals $57 million and the SU Foundation administers and managesover $100 million in assets and programs.
About Shippensburg University: Since itsfounding in 1871, Shippensburg University, one of 14 institutionsin the Pennsylvania State System of Higher Education, has been aleader in public higher education. Long recognized for its academicrigor and its proactive approach to maintaining its leadershipposition as higher education has evolved, “Ship” now offers a fullarray of over 100 undergraduate and over 50 graduate programs onits attractive 200-acre campus. The University recently announcedthe establishment of a School of Engineering to house the fiveengineering programs and the establishment of an Honors College. Tolearn more about the University, please visit SHIP.edu
Location: Shippensburg lies in theCumberland Valley, 40 miles southwest of the state Capitol ofHarrisburg, and is part of the Harrisburg–Carlisle MetropolitanStatistical Area, with a population approaching 700,000. Nationalfirms, either headquartered or with major operations, in the regioninclude Ahold USA, Deloitte, Capital Blue Cross, Highmark, HP, IBM,Hershey Foods, Harsco Corporation, Proctor and Gamble, Rite AidCorporation, Tyco Electronics, and Volvo ConstructionEquipment.

Vice President & Chief Development Officer, University Foundation

Under the general direction of the Executive Director, the Director of Finance at Associated Students, Inc. (ASI) has oversight of the financial, risk management and information technology operations of the organization. In collaboration with the Executive Director, the Director of Finance is delegated a high degree of responsibility to recommend and implement fiscal policies and procedures in partnership with university colleagues to ensure that ASI operates appropriately within the financial policies of the California State University (CSU) Board of Trustees and the University, while sustaining sound business practices, and strengthening the financial health of ASI.
The Director of Finance will sit as a non-voting member and serve as an advisor to the ASI Student Board of Directors, which doubles as the Sacramento State Student Government. &nbsp;&nbsp;
The ASI Director of Finance serves as ASI administrator in charge in the absence of the Executive Director.&nbsp;
ESSENTIAL DUTIES AND RESPONSIBILITIES: 
Accounting 
<ul>
<li>Oversees the supervision and management of all aspects of the functional areas of the Accounting Services department, including but not limited to accounts receivable, accounts payable, cashiering, fixed asset management, internal controls, policy development and implementation, legal, and audit compliance as well as maintenance of the general ledger.</li>
<li>Provides insight and education regarding ASI and CSU Sacramento budget and financial operations to the ASI Student Board of Directors, full-time staff, student-staff, campus partners and the student community at a level of their understanding.</li>
<li>Oversees the preparation of the annual financial statements and 990 for ASI and the Union WELL.</li>
<li>Facilitates implementation of quality standards and priority criteria for service processes.</li>
<li>Ensures a high level of customer satisfaction through assessment, staff training, and resource development. Ensures compliance with state and federal tax laws and reporting requirements.</li>
<li>Ensures compliance with all internal controls and identifies potential improvements to increase efficiency of operations and security of company assets.</li>
<li>Evaluates changes in policies, laws, and available resources for impacts and adjustments to related policies, procedures, and staff responsibilities.</li>
<li>Coordinates plans for testing, training, and implementing new and upgraded financial systems.</li>
<li>Manages corporate response to auditors during the annual external audit, CSU audits, and other agency audits.</li>
<li>Prepares reports and supporting documentation for year-end financial statements and state and federal income tax filings.</li>
<li>Reviews and approves internal audits of petty cash, change funds, and inventories of assets and resale products.</li>
<li>Responsible for all cash management activity within the organization to meet short and long-term financial requirements.&nbsp;</li>
<li>Examines and translates financial information related to specific business decisions, reports on operating results, cash flow, financial forecasts, restricted fund activities, investments and related issues.</li>
<li>Examines investments and consults with appropriate staff and investment managers regarding investment needs and maximization of investment income.&nbsp; Makes investment recommendations to the Executive Director.</li>
<li>Provides on-site accounting support for departmental special events (i.e. regattas, ski swap, etc.) as required.</li>
</ul>
Long Term Financial Planning, and Forecasting
<ul>
<li>Develops financial forecasts to determine necessary funding levels for ASI regarding distribution/allocation of fiscal resources.</li>
<li>Monitors the use of student fee revenue and recommends timing and levels of necessary fee increases.</li>
<li>Develops long-term capital funding plans and budgets including maintaining appropriate reserve increases.</li>
<li>Manages investment and banking operations.&nbsp;</li>
<li>Advises Executive Director on all financial matters.</li>
</ul>
Fiscal Services
<ul>
<li>Serves as an advisor to the ASI Student Board of Directors. Provides guidance and support to all elected ASI student officers, especially the ASI Student Vice President of Finance, in the fulfillment of their responsibilities, and to student club and organization officers on the use of ASI funds.</li>
<li>Organizes, directs and supervises the preparation of ASl's annual budget in accordance with the guidelines provided by the ASI Finance and Budget Committee.</li>
<li>Implements the approved budget, and works with ASI department directors to ensure that operations remain within the scope of the approved budget.</li>
<li>Coordinates with the ASI Student Vice President of Finance in the annual budget review process.</li>
<li>Develops and presents ASI budget to the ASI Student Board of Directors and reports on budget status throughout the year to the Student Board of Directors.</li>
<li>Oversees the management of corporate bank accounts.</li>
<li>Oversees internal audit plan; acts as liaison to external audit firm.</li>
<li>Monitors gifts and donations, sales tax liability, fixed asset management and inventory, insurance coverage, and contractual agreements that bind ASI.</li>
<li>Serves as a key resource to ASI Student Government/ASI Student Board of Directors regarding fiscal policies, procedures, and processes.</li>
<li>Fulfills ASl's responsibilities as fiscal agent for the State Hornet Newspaper and Union WELL.</li>
<li>Manages services as agreed upon in the Memorandums of Understanding, including completing and overseeing the financial transactions, record keeping, account collections and financial statements.</li>
<li>Maintains and update the Financial Policy Manual.</li>
</ul>
Committees
<ul>
<li>Serves as a member of the ASI Management Work Team</li>
<li>Serves as a non-voting member of the ASI Finance and Budget Committee</li>
<li>Serves as a non-voting member of the ASI Student Board of Directors</li>
<li>Serves as a member of the AOA Business and Financial Services Committee</li>
<li>Serves as a member of the Student Affairs Manager Group; attends all meetings</li>
</ul>
ADMINISTRATION
<ul>
<li>Ensures effective day-to-day oversight of central corporate functions, including strategic planning, organizational effectiveness, risk management, corporate records, and infrastructure.</li>
<li>Complies with ASI policies, practices and procedures in leading, supervising and managing the ASI Accounting Services department.</li>
<li>Increases the operational strength of the organization through supporting staff professional development.</li>
<li>Supervises the Information Technology team to deliver technical support, network administration, information security, and procurement.&nbsp; Recommends technology strategies and solutions by evaluating organization needs, identifying problems, evaluating trends, and anticipating requirements.</li>
<li>Follows all relevant university policies, procedures, and guidelines including, but not limited to, safety, civility, information security, and non-discrimination policies and procedures.</li>
</ul>
Assessment
<ul>
<li>Develop and execute assessment of programs and/or services for areas of responsibility including, but not limited to, setting and implementing goals, evaluating outcomes and ongoing enhancement.&nbsp;</li>
<li>Participate in the overall ASI assessment planning and goal setting.</li>
</ul>
CORE COMPETENCIES 
<ul>
<li>Leading the Department: Manages and supports organizational transformation; aligns department initiatives with ASI’s mission and vision.</li>
<li>Leading Self: Adheres to the highest standards of ethics, is open to new ideas and approaches; and exhibits leadership behaviors.</li>
<li>Leading Others: Manages effective teams and work groups effectively; builds and maintains relationships.</li>
<li>Effective Communicator: Demonstrates open, honest and respectful written and verbal communication. Communicates effectively both verbally and in writing with staff, employees and public.</li>
<li>Flexible/Adaptable: Maintains effectiveness in varying work environments where circumstances and priorities are changing.</li>
<li>Resilient: Maintains high performance and composure under pressure, opposition or criticism.</li>
<li>Creativity/Innovation: Encourages new ideas and innovations in programming; questions conventional approaches.</li>
<li>Financial Management: Prepares, justifies and administers the program budget. Monitors expenditures and uses cost benefit thinking to set department priorities.</li>
<li>Policies, Process and Procedures: Acts in accordance with established guidelines; communicates and enforces Associated Students Inc. policies and procedures.</li>
<li>Partnership: Works effectively and collaboratively with campus constituencies to serve a diverse customer population.</li>
<li>Customer-Focused: proactively seeks and finds ways to provide the highest standards of service. </li>
<li>Problem-Solver: Demonstrates broad ways to analyze and handle complex problems and situations.&nbsp;</li>
<li>Cooperation: Works effectively with others in order to achieve a shared goal; follows instructions.</li>
</ul>
Minimum Qualifications
<ul>
<li>Ability to manage the quality and content of organizational finance and accounting, typically demonstrated by eight (8) years of experience managing the fiscal and administrative functions of a complex business unit or a large non-profit and/or the possession of a bachelor’s degree in accounting, finance, business administration or a related field. Relevant work experience may be substitute for required education.</li>
<li>Minimum five (5) years of experience compiling, developing, preparing and publishing comprehensive financial statements in a FASB and/or GASB environment.</li>
<li>Ability to analyze data, develop, and maintain complex statistical and management reports.</li>
<li>Ability to effectively communicate financial concepts to audiences with varying degrees of financial aptitude.</li>
<li>Supervisory experience required.</li>
</ul>
PREFERRED Qualifications
<ul>
<li>Advanced degree in accounting, finance, business administration or related field, from an accredited university. Certified Public Accountant (CPA).</li>
<li>Financial management experience in higher education or with a non-­ profit 501(c)(3) organization.</li>
<li>Demonstrated success in establishing and maintaining collegial professional relationships, and delivering first-rate customer service during their most recent five years’ work experience.</li>
<li>Experience working with a Board of Directors, preferably related to a non-profit 501(c)(3) or higher education organization.</li>
<li>Experience supervising a segment of a large information technology operation or all aspects of a small information technology operation.</li>
<li>Experience supervising a major segment of a large accounting operation, or all aspects of a small accounting operation.</li>
<li>Experience in strategic planning for an organization with a variety of departments.</li>
<li>Experience working with external auditors and resolving identified audit findings.</li>
</ul>
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand, walk, use hands to fingers, handle, feel, reach with hands and arms, talk and hear. The employee must:
<ul>
<li>Occasionally lift and/or move up to 50 pounds.</li>
<li>Must be able to climb, kneel, squat, reach overhead</li>
</ul>
WORK ENVIRONMENT 
<ul>
<li>Office setting</li>
</ul>

Director of Finance

The College of Science is seeking a Program Coordinator. This is a full-time (1.0 FTE), 12-month, professional faculty position. The Research Development Unit (RDU) within the College of Science is focused on accelerating research growth by leveraging college resources to encourage faculty to address grand societal research challenges and target funding opportunities to increase the size and number of competitive research grants in alignment with the Oregon State University’s <a href="https://leadership.oregonstate.edu/strategic-plan" target="_blank">Strategic Plan SP4.0</a>, the college’s diversity action plan, <a href="https://science.oregonstate.edu/diversity-plan" target="_blank">Embedding Equity, Access and Inclusion</a>, and the College of Science’s <a href="https://science.oregonstate.edu/our-college/strategic-plan-2015-to-2020" target="_blank">Strategic Plan.</a> The RDU designs and implements services, using an equity, access and inclusion (EAI) lens to help faculty, staff and student investigators succeed in obtaining and maintaining intramural funding within Oregon State University (OSU), and extramural funding from federal agencies and foundation grants. &nbsp; The Program Coordinator is a member of the Research Development Unit working on complex projects, collaborating with faculty, staff, and researchers across the college and university. The Coordinator will report to the Associate Dean for Research and Graduate Studies (Associate Dean) and collaborate with the Associate Dean and Director of Research Development (Director) to manage, administer and grow the programs within the Unit. The Coordinator will collaborate on activities across the unit and provide strategic input in several areas to increase the success of our research enterprise. Responsibilities include providing leadership and oversight within the Research Development Unit to manage projects, track and report research activities, develop and maintain databases of college proposal submissions and awards, provide data analysis and prepare quarterly reports of proposal submission and award progress in collaboration with the Associate Dean and Director. The Coordinator will collaboratively and independently design and implement workshops and other events and projects to support and enhance our research enterprise and portfolio. The Coordinator will work collaboratively with the Associate Dean and Director to develop metrics, including EAI metrics to assess our research, innovation seed-funding and outreach activities. The Coordinator will also develop tools and assist researchers in identifying and applying for external and internal funding opportunities and assist researchers with the grant submission process and provide proposal support to researchers submitting proposals as needed. &nbsp; OSU has a land grant mission and an institution-wide commitment to diversity, multiculturalism, and community. We actively engage in recruiting and retaining a diverse workforce and a student body that includes members of historically underrepresented groups. We strive to build and sustain a welcoming and supportive campus environment. OSU provides leadership opportunities for people interested in promoting and enhancing diversity, nurturing creativity, and building community. All employees are responsible for helping to maintain and enhance OSU’s collaborative and inclusive community that strives for equity and equal opportunity. &nbsp; The College of Science promotes an inclusive and collaborative, interdisciplinary research environment to inspire discovery and foster innovation. Science faculty and students pursue both fundamental and applied research in over 100 labs across campus. We bring unique talent and capabilities to four key areas of interdisciplinary research with global distinction: Marine Science, Biomedical Science, Materials Science and Data Science. These areas represent our global impact in research vital to human and animal life health, the sustainability of our planet, and a strong economy with start-ups, innovative market solutions, and scientific discoveries that solve our most pressing problems in these areas. The College includes seven academic departments and key Research Centers and Facilities that span research across a variety of disciplines. &nbsp; Key Responsibilities: All College of Science employees are expected to demonstrate a commitment to diversity and inclusion, including efforts promoting equitable outcomes among colleagues of diverse and underrepresented identity groups. For further explanation of OSU’s vision and principles, please see information on the OSU Institutional Diversity page, specifically the goals captured in the Strategic Plan detailed here: <a href="https://diversity.oregonstate.edu/innovate-integrate-plan-inclusive-excellence" target="_blank">https://diversity.oregonstate.edu/innovate-integrate-plan-inclusive-excellence</a>. &nbsp; 65% Program and Project Coordination Create and maintain databases of proposal submissions and awards and analyze the data based on metrics in collaboration with the Research Development Unit (RDU) staff and/or the College of Science Financial Planning Manager. &nbsp; Provides reports of Research Development activities, which includes data analytics, in consultation and collaboration with the Associate Dean. &nbsp; Assists the Associate Dean and Director in searching for funding opportunities for researchers. Works with the Associate Dean and Director to bring research teams together for large funding proposal and supports the proposal submission in coordination with the proposal support staff. &nbsp; Leads, designs and collaborates with the Associate Dean and Director in creating professional development opportunities for faculty, graduate students, postdocs and other researchers in the College for example, grant writing workshops, open forums, and seminars with program managers across pertinent funding agencies. &nbsp; Coordinates the annual spring OSU-OMSI Science Communication Fellowship Outreach Program and other activities with other college staff. &nbsp; Collaborates with the Associate Dean and graduate advisors in leading the selection committee and processes for graduate student scholarships, fellowships and research awards, faculty &amp; staff awards, and related activities. &nbsp; Updates, designs, and implements online templates using the OSU online portal, InfoReady for the college funding and award opportunities, such as the internal funding program, the Graduate student Fellowship/ scholarship application submission process, the faculty/researcher awards nominations, and other applicable opportunities. &nbsp; Supports the administration of small to medium sized research projects across the college and may collaborate and/or participate in the administration of large research projects in the College. &nbsp; 25% Proposal Support Exercises independent judgement and knowledge of best practices in research development and administration. &nbsp; Coordinates with the proposal support staff in assisting researchers with grant applications. Serves as backup to the proposal support staff and provides mentorship and guidance as needed. This includes assisting faculty with proposal preparation and submission from inception to submission. During busy times, the coordinator will work with the proposal support staff to assist faculty with proposal submissions, including but not limited to budget review/development, budget justification review/development, review of logistical pieces of proposal submission. &nbsp; Assists proposal leads with editing/writing proposals for clarity or offer guidance on strengthening the project description. &nbsp; Revises proposal budgets if requested upon award as needed as a backup to the proposal support staff. &nbsp; Collaborates with the Associate Dean and Director on updating procedures for managing cost share requests. &nbsp; Serves as a backup for the proposal internal review and approval process for proposals submitted to the OSRAA through Cayuse. &nbsp; Collaborates with other units on campus to maintain current information on proposal and award process and policies at the institutional, college and agency level. &nbsp; 10% Professional Development &amp; Other Activities Participates in training and professional development opportunities pertinent to the position, in consultation with and approval by the Associate Dean. &nbsp; Participates in equity, access, and inclusion learning opportunities. &nbsp; Other duties as needed.

Program Coordinator

The Residential College in the College of Literature, Science, and the Arts at the University of Michigan <a href="http://www.rc.lsa.umich.edu/" target="_blank">http://www.rc.lsa.umich.edu/</a> is seeking applicants for a full-time Lecturer III to teach courses in the Drama Program and to serve as the head of this program. This is a full time, non-tenure track position with a university-year appointment period beginning January 1, 2024. The Residential College (RC) Drama Program (<a href="https://lsa.umich.edu/rc/current-students/curriculum/drama.html" target="_blank">https://lsa.umich.edu/rc/current-students/curriculum/drama.html</a>) offers introductory and advanced courses in the history, theory, and practice of theatre. The program offers a major and a minor, in which students learn about and practice many aspects of play production from devising and design to acting and directing. Class sizes tend to be small. The successful candidate will serve as head of this program and faculty advisor to the Drama major and teach five courses throughout the academic year (fall and winter terms). These courses will contribute primarily to the Drama Program but could also contribute to other RC programs, such as the Arts and Ideas Program (the RC humanities major) or the First-year Seminar Program (intensive writing courses that satisfy the first-year writing requirement). Additional duties include participation in college- and program-wide activities. The RC Drama Program differs from other performance programs on campus in its commitment to socially engaged theatre, social justice, and community engagement. Some courses enable students to explore theatre in collaboration with local schools, prisons, or public-housing communities. RC Drama courses often integrate textual analysis and performance practices and teach theatre history by staging previously written texts and exploring applied theatre by devising original performances. Candidates in all areas of performance research or practical theatre are welcome to apply. We strongly encourage those with expertise in African American, Native American, Arab American or Muslim performance and those with ties to theatre makers in Detroit or other nearby Midwestern communities to apply. Administrative Responsibilities The responsibilities of the program head for the Drama Program are listed below; these extend throughout the academic year. - Hold regular meetings of the faculty in the program to review and revise the Drama major and minor. - Oversee the course offerings and curriculum management of the program each year, including review of syllabi and course descriptions. - Provide academic advising to students enrolled in the Drama major and minor. - Interact with the RC Academic Services office to coordinate advising of students in the RC Drama Program. - Advise the RC Administrative team and Executive Committee on program needs and accomplishments. - Attend meetings of the RC Curriculum Planning Committee as a representative of the Drama Program. - Serve as faculty mentor to the student organization, RC Players. Expectations The successful candidate will have expertise and background in theater performance, including acting and/or directing. Established expertise in academic disciplines and performance appropriate to the years in the candidate’s field is expected, as well as expertise and background in teaching undergraduates in a wide range of dramatic literature. Requirements Minimum: MFA in a theatre or performance field; MA in Drama, Performance Studies or Theatre Studies, or advanced degree in an interdisciplinary arts program relevant to theatre. Additional experience in directing, acting, playwriting, design or dramaturgy is preferred. Union Affiliation This position is covered under the collective bargaining agreement between the U-M and the Lecturers Employee Organization, AFL-CIO, which contains and settles all matters with respect to wages, benefits, hours and other terms and conditions of employment. Background Screening The University of Michigan conducts background checks on all job candidates upon acceptance of a contingent offer and may use a third-party administrator to conduct background checks. Background checks will be performed in compliance with the Fair Credit Reporting Act. This should not exclude people with criminal records from applying. How to Apply Applicants are required to submit their materials electronically via Interfolio at (<a href="http://apply.interfolio.com/128632" target="_blank">http://apply.interfolio.com/128632</a>)&nbsp;
Applications should include the following: a cover letter, curriculum vitae, statement of teaching philosophy, evidence of teaching excellence, and contact information for three references. Additionally, please provide a diversity statement that describes your demonstrated commitment to diversity, equity, and inclusion through teaching/mentoring, and/or service/engagement. There may be some overlap with your teaching statement. The application deadline is September 15, and we anticipate notifying the successful candidate by November 3. Contact Information
For questions, email <a href="mailto:rcpositions@umich.edu" target="_blank">rcpositions@umich.edu</a>
 U-M EEO/AA Statement The University of Michigan is an equal opportunity/affirmative action employer. Women and minorities are encouraged to apply.

Theatre/Drama Program Head - University of Michigan Residential College

Leadership Opportunity
Human Resources Director
Mary McDowell Friends School
Brooklyn, NY
For Immediate Hire
Mary McDowell Friends School (MMFS), a Quaker, coeducational, K-12 college preparatory program dedicated to the success of students with learning disabilities, seeks a mission-driven Director of Human Resources to begin immediately. Reporting to the Chief Financial Officer, the Director of Human Resources will be a key member of the school’s leadership team and will develop, implement and administer human resource strategy in support of the mission of the School and reflective of its anti-racist, equitable and inclusive commitments. The Director will provide strategic direction for the organization, specifically in the areas of talent and performance management, employee relations, orientation,&nbsp; training and development, and compensation analysis. The Director of Human Resources will also provide direct support to the senior administration team on all HR matters and help to create and develop policies that attract, support, and retain excellent personnel.&nbsp;
This newly created position reflects the needs of a school that has grown in program, students and employees. In this stage of its development, MMFS seeks an experienced human resource professional who can strategically assess, evolve and create systems to support this growth. Positioning the school to stay up to date with and nimbly respond to changing HR laws and practices while also building the department’s capacity to address employee concerns effectively and efficiently is increasingly important.&nbsp;
Strategic Priorities/Opportunities:
<ul>
<li>Strategic partnership with school leaders to develop HR policies and practices and establish clear structures of reporting</li>
<li>Assessing HR technology and information systems to identify areas for improvement and efficiencies</li>
<li>Developing effective hiring and onboarding processes to achieve institutional goals around diversity and equity and employee engagement</li>
</ul>
THE POSITION
As part of the leadership team, this position is critical in helping to develop a culture that provides opportunities for all employees to grow and learn. The Director will help support the school's diversity and equity initiatives through its HR practices and policies. By examining identity, equity, and privilege in their own practice, the position will serve as a model and help sustain a school culture where all social identities feel welcomed.
Essential Functions:
■&nbsp; &nbsp; &nbsp; Establish and implement HR strategies that effectively communicate and support the School’s mission, strategic vision, and overall business operations objectives
■&nbsp; &nbsp; &nbsp; Function as an advisor to the senior administration and guide division heads/administration regarding critical organizational and management-related issues
■&nbsp; &nbsp; &nbsp; Develop comprehensive strategic recruiting and retention plans using a DEIJB lens to meet the needs of the School
■&nbsp; &nbsp; &nbsp; Provide leadership and guidance by overseeing talent acquisition, career development, retention, training, and leadership development
■&nbsp; &nbsp; &nbsp; Advise leadership on disciplinary issues that arise and possible legal implications with consultation of the school’s attorney
■&nbsp; &nbsp; &nbsp; Help the school manage its benefits program, host open enrollment events, and make recommendations to school leadership regarding benefit changes. Additionally, the Director of HR, in conjunction with the CFO and school leadership team, will meet with the school’s health insurance broker to review health benefits, recommend modifications to the benefits lineup and funding strategies as necessary
■&nbsp; &nbsp; &nbsp; Work in partnership with the CFO, Head of School, and Associate Head to develop and implement comprehensive compensation and benefits plans that are competitive within the marketplace&nbsp;
■&nbsp; &nbsp; &nbsp; Consistently review employment practices and ensure that the school complies with them, as well as analyze the school’s existing policies and procedures to propose improvements and/or issue new policies when needed&nbsp;
■&nbsp; &nbsp; &nbsp; Help oversee the maintenance of employment manuals, ensure all policies continue to meet the school's needs, and update the manuals as new protocols and policies are established by external agencies such as State and Federal governments. These protocols and policies include the following but are not limited to:&nbsp;
○&nbsp; &nbsp; &nbsp; Harassment policy, sexual abuse, document retention&nbsp;
○&nbsp; &nbsp; &nbsp; Faculty and staff handbooks&nbsp;
■&nbsp; &nbsp; &nbsp; Manage employee separation process for both voluntary and involuntary terminations, and conduct exit interviews as necessary&nbsp;
■&nbsp; &nbsp; &nbsp; Act as a liaison between employees and senior school administrators concerning employees’ personnel matters, including grievances, demands, accommodations, and leaves of absence
■&nbsp; &nbsp; &nbsp; Work with the CFO to oversee and manage the school’s retirement plans to ensure compliance with sections 402(g) and 415 and ERISA regulations&nbsp;
■&nbsp; &nbsp; &nbsp; Participates in the school’s risk management program and works proactively to mitigate risk in the human resources area
Qualities of the next Director of Human Resources
The new Director of Human Resources will be an experienced professional who has demonstrated success in all aspects of human resources. MMFS is a close-knit community deeply dedicated to the work of the school. The Director must demonstrate a practice of collaboration, strategic thinking,&nbsp; problem-solving and decisiveness guided by compassion and understanding. In addition, the Director must have know-how and expertise in the recruitment, development and retention of an excellent and diverse staff. As the HR functions continue to grow and mature, a Director with a coach mindset to develop leaders in this work will be essential. The Director will have a successful history of building a warm and supportive culture.
Required Skills/Abilities:
■&nbsp; &nbsp; &nbsp; Excellent verbal and written communication skills
■&nbsp; &nbsp; &nbsp; Excellent interpersonal and conflict resolution skills
■&nbsp; &nbsp; &nbsp; Excellent organizational skills and attention to detail
■&nbsp; &nbsp; &nbsp; Strong analytical and problem-solving skills
■&nbsp; &nbsp; &nbsp; Strong supervisory and leadership skills
■&nbsp; &nbsp; &nbsp; Strong knowledge of employment laws and practices, including EEO, ERISA, FLSA, ADA, Workers’ compensation, FMLA, FLA, PFL, Pregnancy Disability, HIPAA, and OSHA regulations&nbsp;
■&nbsp; &nbsp; &nbsp; Thorough knowledge of employment-related laws and regulations
■&nbsp; &nbsp; &nbsp; Proven working knowledge of human resources concepts, practices, and procedures
■&nbsp; &nbsp; &nbsp; Knowledge of and experience with varied human resource information systems
■&nbsp; &nbsp; &nbsp; Proficient in analyzing data related to human resources
■&nbsp; &nbsp; &nbsp; Ability to build trust, respect, and credibility with senior leaders, faculty, and staff, serving as a valued resource
■&nbsp; &nbsp; &nbsp; Ability to utilize resources to make recommendations to effectively resolve problems or issues by using judgment that is consistent with school culture, standards, practices, policies, procedures, and/or government law&nbsp;
Education and Experience:
●&nbsp; &nbsp; &nbsp; MBA or MA/MS in Human Resources or related field preferred
●&nbsp; &nbsp; &nbsp; A minimum of five years of executive HR experience
●&nbsp; &nbsp; &nbsp; SHRM Senior Certified Professional (SHRM-SCP) or SHRM Certified Professional (SHRM-CP) certification is preferred
Physical Requirements:
■&nbsp; &nbsp; &nbsp; Prolonged periods of sitting at a desk and working on a computer
■&nbsp; &nbsp; &nbsp; Must be able to lift up to 15 pounds at times
THE SCHOOL
Mary McDowell Friends School is a K–12 college preparatory program dedicated to the success of students with learning disabilities. Grounded in the Quaker values of equality, integrity, and social responsibility, the school cultivates a diverse and anti-racist community in which all students can reach their full potential. Their specialized teaching methodologies and challenging curricula empower students to become academic achievers, creative thinkers, advocates for equity, and contributing members of a global society.
Established in 1984 with a class of five students as the Mary McDowell Center for Learning at the Brooklyn Meeting House, the school now occupies three campuses for its lower, middle and upper schools, serving more than 400 students. Students come to MMFS with their own skills, talents, and abilities. Through differentiated instruction, the commitment of our highly skilled teachers and support staff, and the rigorous academics offered, their students succeed in school.&nbsp;
At MMFS, every learner shines. The school supports its students to grow and to find their innate gifts and “inner light.” The faculty and staff provide students with opportunities to reach their full potential by understanding how they learn, drawing on their strengths, and encouraging them to meet their challenges. The students work hard at academics, the arts, and athletics so their many talents can emerge.&nbsp;
The school equips students with the tools they need to thrive. MMFS graduates succeed at some of the nation’s top colleges and universities. Others forge fulfilling career paths through hands-on programs that provide important life skills. The MMFS experience empowers students to take an active role in learning at every level—elementary, middle, and high school, college and beyond. Students build a foundation at MMFS that will support them long after they have graduated.&nbsp;
Procedure to Apply
To view the full opportunity statement and learn how to apply, please click the below link:
<a href="https://www.strategenius.org/opportunity-mary-mcdowell-friends-school-human-resources-director" target="_blank">Leadership Opportunity: Mary McDowell Friends School — StratéGenius (strategenius.org)</a>

Director of Human Resources

Principal (New York, NY): Evaluate, analyze, &amp; execute potential investment opportunities from a financial &amp; economic perspective. Lead deal teams &amp; manage external advisors throughout the entire investment lifecycle, from ideation &amp; evaluation, execution of new investment opportunities, &amp; post-deal portfolio management, including value-creation efforts &amp; eventual monetization. Advise the management teams of companies that Silver Lake acquires &amp; invests in to improve operational &amp; financial performance. Work with private equity diligence; tech/tech-enabled investments; &amp;, investment banking. Req's Bachelor's deg. +5 yrs. exp. Salary Range: $250,000.00 - $250,000.00 per year. To apply, email resume to <a href="mailto:carissa.trast@silverlake.com" target="_blank">carissa.trast@silverlake.com</a> or mail resume to Silver Lake Technology Management, LLC, Ref# MP8834544NY, Attn: Carissa Trast, Human Resources, 550 West 34th Street, 40th Floor, New York, NY 10001. No phone calls.&nbsp; &nbsp;

Principal

<h3>Job Description</h3>
Job Description
Financial Advisor
Location: Cedar Rapids, IA (Full-time in office)
!!! MUST COMMUTE OR RELOCATE TO CEDAR RAPIDS FOR THIS POSITION !!!
Compensation: $110,000 - $130,000, based on experience 
We are a Cedar Rapids-based wealth management firm. Our culture of care and accountability help us champion our clients’ futures. We pride ourselves on our client-centric approach, employing a combination of investment management, retirement planning, and legacy wealth strategies to craft truly individualized financial plans. Our culture is built upon unwavering integrity, positivity, and a sincere appreciation of shared success, both in how we serve our clients and how we work together as a team. We have been recognized as the “#1 CBJ Coolest Place to Work” in the small business category!
We are excited to announce a new opportunity for a Financial Advisor to join our practice. As part of a larger team, we would combine our experience, sound judgment, and highly personalized service with yours to provide a world class experience for our valued clients. Together we would build and enrich client relationships while upholding our firm’s values and commitment to client service.
In your new role, you can expect to:
<ul>
<li>Manage client relationships while creating and maintaining financial plans which meet their individual needs and goals</li>
<li>Prospect and earn new clients to help achieve firm growth and revenue goals</li>
<li>Assist in the integrated tax and wealth management of clients’ assets, including investment, estate, financial, tax, and philanthropic needs.</li>
<li>Oversee tax planning for a designated client base.</li>
<li>Understand and apply the benefits of an integrated tax planning software with the SFS client service model.</li>
<li>Enhance the integration of various disciplines within the wealth management platform (tax, estate, charitable, investment, risk mitigation, and financial).</li>
<li>Comprehend the philosophy and mechanics of the investment strategy.</li>
<li>Review cases and set up, prepare, and implement action steps for client reviews in conjunction with colleagues.</li>
<li>Maintain and enhance client service levels as part of a larger service team.</li>
<li>Participate in designing new prospective cases.</li>
<li>Monitor tax, philanthropic, and planning issues as they arise.</li>
<li>Provide candid feedback for firm growth decisions, drawing from your experience.</li>
<li>Business development, relative to identifying and onboarding new wealth management clients.</li>
<li>Review estate plan documents, tax situations, and other financial planning topics.</li>
<li>Oversee and partner with targeted clients to review and evaluate tax returns and compliance for assigned clients.</li>
<li>Ensure timely completion of tax-related research, data gathering, and presentation materials.</li>
<li>Present components of comprehensive financial plans to clients.</li>
<li>Manage scheduled client contact, including preparation, agenda setting, and follow-up.</li>
<li>Collaborate with the investment team to manage tax issues in client portfolios.</li>
<li>Act as an internal expert on tax planning, compliance, and administration.</li>
<li>Monitor and review client quarterly tax estimates and provide custom recommendations.</li>
</ul>
Qualifications for this opportunity include:
<ul>
<li>Bachelor’s degree in math, finance, accounting, or business preferred</li>
<li>5 years of experience in the industry</li>
<li>3+ years of experience in financial or accounting services</li>
<li>Series 7, 66 and Life and Health license are preferred (or obtained within 12 months)</li>
<li>CPA/ CFP designation preferred</li>
<li>Holistiplan experience preferred</li>
<li>Experience in client-focused planning activities in the high-net-worth space is desirable.</li>
<li>Professionalism and the ability to thrive under pressure</li>
<li>Excellent oral and written communication skills</li>
<li>Attention to detail</li>
<li>Strong problem-solving and critical-thinking skills</li>
<li>Positive attitude and enthusiasm</li>
<li>Confidence and adaptability</li>
<li>Flexible in embracing change</li>
<li>Drive to help clients and co-workers</li>
<li>Willingness to learn</li>
</ul>
We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you!
Company DescriptionWe welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you! 
<h3>Company Description</h3>
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you!

Financial Advisor

<h3>Job Description</h3>
Job Description
WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.
WHAT YOU’LL DO: The Financial Advisor is responsible for meeting with members and prospective members to discuss their financial goals and objectives, recommend appropriate solutions, and monitor portfolios for changes in client objectives or the market environment. Solutions include mutual funds, annuities, stocks, bonds, insurance products, and fee-based advisory accounts. This role is responsible for the retention and growth of Investment Service members. Individual must be organized, self-motivated, and work well with others.
WHAT YOU’LL BRING: Availability to work 40 hours per week Monday through Friday between the hours of 8:00am – 6:00pm and rotating Saturdays 9:00am – 1:00pm at our Kenosha (Green Bay Road) Office; exempt.
In addition:
<ul>
<li>Bachelor’s Degree, preferably in Business or similar, or equivalent work experience.</li>
<li>3+ years of investment experience in financial services industry, preferably in a sales role at a credit union or bank.</li>
<li>Series 7 and 63 securities licenses. </li>
<li>Life and Health Insurance license. </li>
<li>Series 66 securities license, preferred.</li>
<li>Certified Financial Planner certification, preferred.</li>
<li>Experience in computer systems, including Microsoft Office.</li>
<li>Customer service experience in a financial services or banking environment.</li>
<li>Excellent verbal and written communication skills and ability to work with others.</li>
<li>Demonstrated ability to work in a multi-tasking environment, to include organizing and prioritizing work.</li>
<li>Compliance with the Bank Secrecy Act and all its provisions.</li>
<li>Ability to pass a pre-employment drug test and various background checks.</li>
<li>Regular and reliable attendance at the workplace.</li>
</ul>

WHAT WE OFFER:
The salary range for this position is $45,000 to $60,000 per year, plus commissions. In addition, we offer: 
<ul>
<li>Competitive pay and incentive programs for all positions.</li>
<li>Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.</li>
<li>Affordable dental and vision insurance coverage.</li>
<li>Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.</li>
<li>10+ paid holidays each year.</li>
<li>Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.</li>
<li>401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.</li>
<li>Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.</li>
<li>Employer-paid Short Term and Long Term Disability benefits.</li>
<li>Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. </li>
<li>Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees). </li>
<li>Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.</li>
<li>Special employee discounts when you join TruStone Financial as a credit union member.</li>
<li>Employee activities, events, discounts, and many other great benefits and perks!</li>
</ul>
TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.

<h3>Job Description</h3>
Job Description
Financial Advisor – 100% Commission. 100% Ownership.
Tired of limits? So are we. At MassMutual Great Lakes, you don’t take a job—you build a business. One where you call the shots, you earn what you’re worth, and you create lasting impact.
This is a commission-only opportunity designed for those bold enough to bet on themselves—and win. No caps. No clock. Just pure upside.
Job Summary:
As a Financial Advisor you will have the freedom to build your practice on your terms. This isn’t about fitting into a corporate mold; it’s about leveraging your unique strengths to make a tangible difference in the lives of those around you. You will be empowered to take ownership of your career trajectory while benefiting from the strength and stability of a firm with a rich legacy and a bright future..
What You'll Do:
<ul>
<li>Prospecting &amp; Engaging: Just like scouting talent, you’ll identify and connect with potential clients, building a strong and valuable clientele.</li>
<li>Client Guidance: Leading clients through a thoughtful financial planning experience, setting them up for long-term success.</li>
<li>Strategic Planning: Crafting customized financial strategies that align with each client’s unique goals and priorities.</li>
<li>Relationship Management: Fostering lasting relationships through exceptional service and consistent follow-up.</li>
<li>Industry Insight: Staying ahead of the curve by keeping informed on the latest industry trends and regulatory changes.</li>
</ul>
What We'll Provide:
<ul>
<li>Weekly Training &amp; Mentorship – Ongoing development with seasoned advisors who have built successful practices.</li>
<li>Licensing Support &amp; Bonus – Full support to obtain your Life, Accident &amp; Health, SIE, Series 66, and Series 7 licenses, plus a bonus upon completion.</li>
<li>One-on-One Coaching – Direct business consulting and strategy sessions with our top-performing advisors.</li>
<li>Incentive-Based Travel – Sponsored company trips and experiences based on your performance.</li>
<li>Scalable Practice Platform – The structure, tools, and support to grow a business that creates lasting impact for your clients and your future.</li>
</ul>
What You'll Need:
<ul>
<li>Proven Success: You’ve demonstrated excellence in your previous roles, whether in sales, entrepreneurship, or other competitive fields.</li>
<li>Education or Experience: A Bachelor’s degree or equivalent experience that highlights your commitment and capability.</li>
<li>Licensing Preferred: Life, Accident &amp; Health Insurance licenses and Series 6 or 7 licenses are a plus (we’ll support you in obtaining them within 6 months if needed)</li>
<li>Technical Proficiency: You’re comfortable navigating multiple applications, including Microsoft Suite and Zoom.</li>
<li>Client-Centric: You’re driven by a genuine desire to serve clients well and deliver unparalleled service.</li>
</ul>
We'd Love to See:
<ul>
<li>Driven &amp; Disciplined: You know what it takes to succeed, and you’re ready to apply that relentless self-motivation to building a thriving business.</li>
<li>Natural Connectors: Building relationships comes naturally to you, and you’re passionate about helping others achieve their goals.</li>
<li>Fearless &amp; Accountable: Challenges don’t scare you—they excite you. You’re ready to take charge of your success.</li>
<li>Detail-Oriented &amp; Organized: You keep your eye on the ball, ensuring nothing slips through the cracks.</li>
<li>Eager to Learn: The best never stop improving. You’re committed to staying at the top of your game and fine tuning your edge.</li>
<li>Clear Communicators: You excel at making complex concepts simple, guiding clients to make informed financial decisions.</li>
</ul>
About Us:
MassMutual Great Lakes is part of MassMutual , a company that has been at the forefront of the American financial landscape since 1851. Our foundation of mutuality means that we are driven by the success of our policyholders and advisors alike. For over 170 years, MassMutual has been a resilient force, guiding clients through economic shifts and market cycles with a commitment to stability and innovation. MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long-term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
At our firm, we recognize that your success is our success. We don’t just offer financial products—we provide a platform for entrepreneurial advisors to build thriving practices. Our personalized, strategic planning fosters wealth growth, protection, and management for generations. As part of our elite firm, you will have the tools, resources, and support to make informed decisions and craft comprehensive solutions tailored to your clients’ needs.
Joining MassMutual Great Lakes is more than joining a firm—it’s becoming part of a legacy of excellence and innovation. Seize the opportunity to shape your own path, make a meaningful impact, and achieve your personal, professional, and financial goals.

<h3>Job Description</h3>
Job Description
We are looking for motivated, client-oriented individuals to join our team as Financial Advisors. This role offers the opportunity to build a financial advisory practice with the support of personalized coaching, mentorship, and hands-on experience in delivering impactful financial guidance.
 
As a Financial Advisor, your responsibilities will include:
<ul>
<li>Protection Planning: Helping clients prepare for life’s uncertainties through the strategic use of life, disability, and long-term care insurance products.</li>
<li>Investment Solutions: Designing and implementing customized investment strategies that align with each client’s unique financial objectives and risk tolerance.</li>
<li>Holistic Financial Planning: Delivering comprehensive financial plans that address retirement, education savings, tax planning, estate strategies, and more.</li>
</ul>
Compensation:
$140,000 - $170,000 at plan
Responsibilities:
Comprehensive Financial Planning
<ul>
<li>Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies.</li>
<li>Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning.</li>
</ul>
Insurance-Based Solutions
<ul>
<li>Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care.</li>
<li>Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans).</li>
<li>Write, place, and manage life insurance policies in alignment with compliance and suitability standards.</li>
</ul>
Investment Advisory Services
<ul>
<li>Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products.</li>
<li>Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies.</li>
<li>Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning.</li>
</ul>
Client Relationship Management
<ul>
<li>Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service.</li>
</ul>
Collaboration and Case Development
<ul>
<li>Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions.</li>
</ul>
Compliance
<ul>
<li>Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines.</li>
</ul>
Continuous Professional Development
<ul>
<li>Pursue advanced designations (e.g., CFP®, ChFC®, CLU®) to enhance client service and professional credibility.</li>
</ul>
 
Qualifications:
<ul>
<li>A required Bachelor’s degree in business administration, finance, or a similarly related field</li>
<li>Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers</li>
<li>Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired</li>
<li>A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary</li>
<li>Though not required, a valid FINRA Series 7 &amp; 63/66 license is considered a plus</li>
<li>Self-motivated, excellent interpersonal skills</li>
</ul>
About Company 
MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

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