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<h3>Job Description</h3>
Job DescriptionPOSITION SUMMARY
This key leadership position serves as the “General Manager” of our ancillary service lines of business and will be responsible for maximizing patient referrals and care progression between TOC medical providers and our Ancillary Service lines including Radiology services, Durable Medical Equipment (DME), Urgent Care, MRI, Workers Comp, Pharmacy and Behavioral Health. Reporting to the practice Director of HQ Operations, the daily duties will include facilitating the effective and timely transfer of care between providers and ancillary service lines through education of providers and staff, ensuring resources are in place to support patient education on the benefits of services, as well as tracking, analyzing and reporting intra provider &amp; service patient flow patterns. In addition, this position will partner with individual ancillary service line supervisors in performance planning including the setting of performance targets for patient satisfaction and service, physician and staff productivity, budget, as well as reviewing achievement of these targets.
ESSENTIAL FUNCTIONS
· Ensures achievement of annual operating and financial metrics for all ancillary service lines of business.
· Oversees the management of daily ancillary service operations at clinic(s).
· Operates within the context of an established budget. Provides input for annual budget and maximizes opportunities to meet and exceed budget guidelines.
· Develops goals for operations and ensures that these goals align with organization goals.
· Plans and allocates resources to provide excellent patient care across multiple service lines.
· Develops, implements, and coordinates patient care programs in collaboration with medical staff and leadership.
· Monitors operations to ensure quality care and regulatory compliance, participating in performance improvement initiatives.
· Manages financial performance, develops budgets, and monitors variances.
· Supports strategic planning, resource allocation, and fiscal stewardship.
· Fosters a culture of service excellence, employee ownership, and communication.
· Ensures that all business functions are running smoothly and all processes are effectively and efficiently in place.
· Reviews processes and makes recommendations for improvement.
· Represents the organization in community and professional settings.
· Ensures processes, protocols, and resources are in place to aid in the delivery of safe, high-quality patient care and exceptional patient experience.
· Evaluates performance and recommends merit increases, promotions, and disciplinary actions for both direct and indirect reports.
· Participates in hiring of new team-members, and engages with existing team members to drive retention.
· Maintains a positive and welcoming work environment for all team members.
· Performs other responsibilities associated with this position as deemed appropriate.
GENERAL COMPENTENCIES DESIRED
<ul>
<li>Track record of developing and executing operations improvements, including deliverance of superior results, commanding respect and assuming leadership roles.</li>
<li>Knowledge of compliance and Healthcare regulations and guidelines, including medical terminology.</li>
<li>Exceptional communication, interpersonal, and organizational skills, with the ability to build strong relations and effectively influence diverse groups at all levels within the organization.</li>
<li>Ability to listen, consider and assimilate input from a wide range of constituents, solid influencing skills, capable of building consensus.</li>
<li>The ability to effectively write reports, business correspondence and procedure manuals. Outstanding communication and interpersonal skills are essential.</li>
<li>The ability to remain focused in the face of pressure, delivering against timeline limitations.</li>
<li>Understanding of principles and practices of healthcare administration, business operations, fiscal/budgetary management, human resources management, asset management, IT, regulatory compliance, customer service functions.</li>
<li>Strong understanding of Microsoft Office products, EPM, EHR, VOIP phone system, and PAC's.</li>
<li>Exceptional independent, critical thinking skills and the ability to identify, analyze, and resolve operational issues.</li>
<li>Ability to evaluate and make recommendations for continuous quality improvements.</li>
<li>Ability to work in a fast-paced environment with a variety of personalities and work styles, including the ability to prioritize, manage and complete simultaneous tasks with frequent interruptions, while paying close attention to the details. Ability to work well under pressure with tight deadlines and with a sense of urgency.</li>
<li>Must be able to proficiently speak, read and write in English.</li>
<li>High integrity; trustworthy; honest.</li>
</ul>
PHYSICAL DEMANDS
Requires prolonged sitting, some bending, stooping and stretching. Required eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone. Calculator and other office equipment. Requires normal range of hearing and eyesight to record, prepare and communicate appropriate reports. Requires the ability to work under stressful conditions and/or irregular hours to meet deadlines.
CREDENTIALS DESIRED
Bachelor’s degree in health administration, business administration, or related field. Proven experience of at least 5 years in a leadership role within the healthcare industry, preferably in ancillary services.

Ancillary Services Manager

<h3>Job Description</h3>
Job Description
&nbsp;Salary:&nbsp;
Other Forms of Compensation: &nbsp;
Pay Grade:&nbsp;12&nbsp;
Morrison Healthcare&nbsp;is a leading national food and nutrition services company exclusively dedicated to serving more than 600 hospitals and healthcare systems. Morrison's hospital kitchens, restaurants, and cafés feature socially responsible practices and exceptional guest experiences. The company's comprehensive Mindful Choices® wellness and sustainability platform includes the latest in healthful eating and an understanding of behavioral change in food consumption. Morrison's alignment with Partnership for a Healthier America's (PHA) Hospital Healthy Food Initiative positively impacts up to 41 million patients and 500 million hospital meals annually. Morrison has been named one of Modern Healthcare's "Top 100 Best Places to Work in Healthcare" for the past five years, and Training Magazine's Top 125 organizations for the past six consecutive years. The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members.
Job Summary
We are seeking a Patient Services Manager to lead our Patient Services Team in an Acute Care setting in City, State. 
Key Responsibilities:
<ul>
<li>Establishes goals and oversees implementation of patient food services needs based upon medical direction and patient population</li>
<li>Hires, directs, coaches, trains, and develops patient service team members</li>
<li>Complies with dietary restrictions on special or modified diets to ensure optimal food preferences are met within guidelines of the diet order limitations</li>
<li>Ensures patient services staff assists in achieving stated patient satisfaction goals</li>
<li>Complies with regulatory standards, including federal, state, and accrediting agencies while adhering to facility confidentiality, HIPAA regulations, and patient rights policies</li>
<li>Participates in/ leads patient satisfaction programs, departmental meetings, and facility wide Quality Assurance/Performance Improvement programs</li>
</ul>
 Qualifications:
<ul>
<li>Associate degree with one (1) year work experience in food services or related field, or bachelor’s degree in food service technology/management or related field</li>
<li>Certified Dietary Manager certificate, Registered Diet Technician or Registered Dietitian, preferred</li>
<li>Minimum of one (1) year experience in food service management preferred in an acute care setting</li>
<li>ServSafe® certified, desirable</li>
<li>Possess the necessary skills to effectively utilize Microsoft office applications, electronic medical record, and diet office systems</li>
</ul>
Apply to Morrison Healthcare today!
Morrison Healthcare is a member of Compass Group USA
Click here to Learn More about the Compass Story
Associates at Morrison Healthcare are offered many fantastic benefits.&nbsp;
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>Life Insurance/ AD</li>
<li>Disability Insurance</li>
<li>Retirement Plan</li>
<li>Flexible Time Off</li>
<li>Paid Parental Leave</li>
<li>Holiday Time Off (varies by site/state)</li>
<li>Personal Leave</li>
<li>Associate Shopping Program</li>
<li>Health and Wellness Programs</li>
<li>Discount Marketplace</li>
<li>Identity Theft Protection</li>
<li>Pet Insurance</li>
<li>Commuter Benefits</li>
<li>Employee Assistance Program</li>
<li>Flexible Spending Accounts (FSAs)</li>
</ul>
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws.&nbsp;For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information.
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply.
Applications are accepted on an ongoing basis.
Morrison Healthcare maintains a drug-free workplace.
Req ID:&nbsp;&nbsp;1429208
Morrison Healthcare&nbsp;
MICHAEL GREMBA&nbsp;
[[req_classification]]&nbsp;

PATIENT SERVICES MANAGER

<h3>Job Description</h3>
Job Description

Location: MUSC Shawn Jenkins Children's Hospital- Charleston, SC
Morrison Healthcare&nbsp;is a leading national food and nutrition services company exclusively dedicated to serving more than 600 hospitals and healthcare systems. Morrison's hospital kitchens, restaurants, and cafés feature socially responsible practices and exceptional guest experiences. The company's comprehensive Mindful Choices® wellness and sustainability platform includes the latest in healthful eating and an understanding of behavioral change in food consumption. Morrison's alignment with Partnership for a Healthier America's (PHA) Hospital Healthy Food Initiative positively impacts up to 41 million patients and 500 million hospital meals annually. Morrison has been named one of Modern Healthcare's "Top 100 Best Places to Work in Healthcare" for the past five years, and Training Magazine's Top 125 organizations for the past six consecutive years. The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members.
Job Summary
We are seeking a Patient Services Manager at MUSC Shawn Jenkins Children's Hospital in Charleston, SC.&nbsp;
Key Responsibilities:
<ul>
<li>Establishes goals and oversees&nbsp;implementation of patient food services needs based upon medical direction and patient population</li>
<li>Hires, directs, coaches, trains, and develops patient service team members</li>
<li>Complies with dietary restrictions on special or modified diets to ensure optimal food preferences are met within guidelines of the diet order limitations</li>
<li>Ensures patient services staff assists in achieving stated patient satisfaction goals</li>
<li>Complies with regulatory standards, including federal, state, and accrediting agencies while adhering to facility confidentiality, HIPAA regulations, and patient rights policies</li>
<li>Participates in/ leads patient satisfaction programs, departmental meetings, and facility wide Quality Assurance/Performance Improvement programs</li>
</ul>
&nbsp; Qualifications:
<ul>
<li>Associate degree with one (1) year work experience in food services or related field, or bachelor’s degree in food service technology/management or related field</li>
<li>Certified Dietary Manager certificate, Registered Diet Technician or Registered Dietitian, preferred</li>
<li>Minimum of one (1) year experience in food service management preferred in an acute care setting</li>
<li>ServSafe® certified, desirable</li>
<li>Possess the necessary skills to effectively utilize Microsoft office applications, electronic medical record, and diet office systems</li>
</ul>
Apply to Morrison Healthcare today!
Morrison Healthcare is a member of Compass Group USA
Click here to Learn More about the Compass Story
Associates at Morrison Healthcare are offered many fantastic benefits.&nbsp;
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>Life Insurance/ AD</li>
<li>Disability Insurance</li>
<li>Retirement Plan</li>
<li>Flexible Time Off</li>
<li>Paid Parental Leave</li>
<li>Holiday Time Off (varies by site/state)</li>
<li>Personal Leave</li>
<li>Associate Shopping Program</li>
<li>Health and Wellness Programs</li>
<li>Discount Marketplace</li>
<li>Identity Theft Protection</li>
<li>Pet Insurance</li>
<li>Commuter Benefits</li>
<li>Employee Assistance Program</li>
<li>Flexible Spending Accounts (FSAs)</li>
</ul>
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws.&nbsp;For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information.
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply.
Applications are accepted on an ongoing basis.
Morrison Healthcare maintains a drug-free workplace.
Req ID:&nbsp;&nbsp;1445982
Morrison Healthcare&nbsp;
Jillian Leshner&nbsp;
[[req_classification]]&nbsp;

<h3>Job Description</h3>
Job DescriptionNutrition Services Manager Career Opportunity Appreciated for your Nutrition Services Management skills Are you in search of a career close to home and heart, where your nutrition expertise can make a significant impact? As the Nutrition Services Manager at Encompass Health, you will lead the coordination and direction of our Nutrition Services Department, overseeing nutritional support for patients, employees, and guests. Your responsibilities will include setting and implementing policies and procedures that guide cafeteria management, food preparation, budgeting, purchasing, staff development and safety practices. If you are passionate about having a career close to home and heart, then consider joining us to help patients heal. A Glimpse into Our World At Encompass Health, you'll experience the difference the moment you become a part of our team. Working with us means aligning with a rapidly growing national inpatient rehabilitation leader. Our achievements include being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, among other accolades, which is nothing short of amazing. Starting Perks and Benefits At Encompass Health, we are committed to creating a supportive, inclusive, and caring environment where you can thrive. From day one, you will have access to: 
<ul>
<li>Affordable medical, dental, and vision plans for both full-time and part-time employees and their families. </li>
<li>Generous paid time off that accrues over time. </li>
<li>Opportunities for tuition reimbursement and continuous education.</li>
<li>Company-matching 401(k) and employee stock purchase plans. </li>
<li>Flexible spending and health savings accounts. </li>
<li>A vibrant community of individuals passionate about the work they do! </li>
</ul>
 Become the Nutrition Services Manager you always wanted to be 
<ul>
<li>Manage Departmental budget as it relates to position.</li>
<li>Perform and document all purchasing, receiving, and inventory control of food and supplies.</li>
<li>Maintain proper sanitation, temperature, and food handling techniques to comply with regulations.</li>
<li>Determine quality, quantity and portion size of food required and ensure proper handling of food.</li>
<li>Ensure adequate staffing and management of the department's employees.</li>
<li>Ensure production for both patient meals and cafeteria line are properly coordinated.</li>
<li>Develop cafeteria menu as needed.</li>
<li>Purchase food, assist with and assign duties for special needs or special occasions.</li>
</ul>
 Qualifications 
<ul>
<li>Certified Dietary Manager or Dietetic Technician registration with Academy of Nutrition and Dietetics, if required by state or regulatory agency.</li>
<li>Active membership in the Academy of Nutrition and Dietetics, if mandated by state or regulatory agency.</li>
<li>Graduate of an associate degree program in food service preferred. </li>
<li>Must have thorough knowledge of nutrition and dietetics, administration, and operation of hospital food services, and knowledge of all H.A.C.C.P. guidelines.</li>
<li>Three years of supervisory experience in food service, preferably within healthcare.</li>
<li>Strong communication, analytical, decision-making, and independent work skills.</li>
</ul>
 The Encompass Health Way We proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing! At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification. We're eagerly looking forward to meeting you, and we genuinely mean that. Join us on this remarkable journey!

Nutrition Services Manager

<h3>Job Description</h3>
Job Description
This position will be based in Philadelphia, Pennsylvania. This position is not eligible for remote work.&nbsp;
About FIRE
The Foundation for Individual Rights and Expression’s mission is to defend and sustain the individual rights of all Americans to free speech and free thought — the most essential qualities of liberty. FIRE educates Americans about the importance of these inalienable rights, promotes a culture of respect for these rights, and provides the means to preserve them.
Position Description
The Office Manager will report directly to FIRE’s Chief of Staff and will work closely with FIRE’s Administrative and Litigation departments. The Office Manager will play a role in supporting FIRE’s mission by overseeing the daily office operations of the Philadelphia office, including some administrative responsibilities for the DC office, while managing the litigation printing, binding, and document production for the entire Litigation department. The duties for this position include, but are not limited to:
&nbsp;Office Services &amp; Operations:
Oversee the daily operations of the Philadelphia office, including facilities management, supply inventory, and vendor relationships.
<ul>
<li>Perform all necessary reception duties such as answering phones, hosting and greeting guests according to Visitor Protocols, and managing incoming and outgoing mail.</li>
<li>Oversee all office inventory as needed including general office supplies, shipping supplies (for both the Philadelphia and DC office), stationery (for both the Philadelphia and DC office), and kitchen inventory (Philadelphia only) such as snacks, drinks, cleaning supplies, etc.</li>
<li>In liaison with the DC Office Manager (or equivalent role), develop and manage a yearly budget for all office-related expenses based on previous years' spending and projected needs while overseeing office-related expenditures within the administrative budget.</li>
<li>Act as one of four points of contract for building maintenance to submit work orders and manage building needs, as well as be an additional point of contact for staff security, and safety.</li>
<li>Submit monthly expense reports and complete payment requests as needed.&nbsp;</li>
<li>Maintain and monitor general office organization and tidiness as needed</li>
<li>Monitor and assess office needs, proactively identifying areas that require updates or changes to make our office more efficient.</li>
<li>Organize and update office procedures and protocols as needed.</li>
<li>Perform other related support functions necessary for FIRE’s day-to-day operations and collaborate with staff members and departments as needed regarding general duties and special projects/events as directed by the Chief of Staff.</li>
</ul>
Litigation Support &amp; Documentation Production:
<ul>
<li>Oversee and manage the printing, copying, binding, and distribution of legal briefs, motions, and other court documents for the Litigation team, according to fixed deadlines.</li>
<li>Ensure all court filing requirements are properly formatted, consistent, and are ready for submission.</li>
<li>Oversee the entire submission process, which involves all aspects of printing, collation, mailing, and delivery.</li>
<li>Proactively create, communicate, and implement procedures to enhance efficiency for the document production process.</li>
<li>Ensure confidentiality and compliance with all Litigation materials.&nbsp;</li>
<li>Provide additional support as necessary to the Litigation department.</li>
</ul>
This position will be expected to perform certain miscellaneous support functions necessary for FIRE’s day-to-day operations and will frequently collaborate with other staff members and departments on general duties and specialized projects.
The expected start date for this position is as soon as possible. Occasional work on weekends and evenings should be expected.
Qualifications
A successful candidate will have great communication skills, a strong work ethic, be detail-oriented, and have the ability to work independently. Most importantly, the candidate must demonstrate a knowledge and passion for FIRE’s mission and an ability to articulate that passion in a way that will make others enthusiastic about our cause. A candidate must also be able to demonstrate:
<ul>
<li>Solid understanding of FIRE’s mission and the ability to articulate it to others.</li>
<li>Proven experience as an office manager, and/or Litigation Administrative Assistant, with at least three years experience.</li>
<li>Ability to demonstrate a self-starter attitude, taking initiative to identify opportunities to make recommendations to enhance the office efficiency.</li>
<li>Knowledge of office administrator responsibilities, systems, and procedures.</li>
<li>Excellent interpersonal skills (verbal and written) and the ability to build relationships across the organization and with vendors.</li>
<li>Excellent time management skills with exceptional ability to prioritize and multi-task, with a strong sense of urgency and follow- through.</li>
<li>A strong attention to detail and problem solving skills.</li>
<li>Hands-on experience working with office machines.</li>
<li>An ability to exercise good judgment and decision making.&nbsp;</li>
<li>An ability to work effectively and efficiently in a fast paced environment both autonomously and as a team player.</li>
<li>Proficiency with Google Workspace, Adobe Acrobat, eFiling platforms, including ECF/PACER</li>
</ul>
Salary and Compensation
Salary is negotiable and depends upon experience and education level. FIRE conducts periodic evaluations where employees may receive raises or bonuses for outstanding and excellent work. FIRE also offers a comprehensive benefits package that includes employer-paid comprehensive health, dental, and life insurance for employees; a Section 125 Flexible Spending Account option; matching retirement contributions; and a generous paid time-off plan.
Applications
Applicants should provide a resume, cover letter, salary requirements, and contact information for at least two professional references. All applications are confidential. Please address applications to Cait Scanlan, Chief People Officer.
FIRE is an equal opportunity employer.
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Office Services Manager

<h3>Job Description</h3>
Job Description
BLT is seeking an experienced and dynamic&nbsp;Resident Services Manager&nbsp;to join our luxury community located in Jersey City. &nbsp;Primarily responsible for managing customer support, the Resident Services Manager&nbsp;builds a successful team of associates and staff members dedicated to achieving the community’s resident retention and customer service goals.
Essential Duties and Responsibilities of the Resident Services Manager:
<ul>
<li>Achieves the community’s resident satisfaction and retention goals by ensuring&nbsp;resident inquiries are resolved in a professional and&nbsp;timely manner.</li>
<li>Facilitates&nbsp;professional and friendly atmosphere that exceeds resident expectations.</li>
<li>Develop, produce, and coordinate resident communications including but not limited to newsletters, surveys, and lease violation notices.</li>
<li>Fosters productive community relationships through collaboration with local groups, restaurants, retailers, and services.&nbsp;</li>
<li>Coordinate programs to enhance the health, wellbeing, and quality of life for residents.&nbsp;</li>
<li>Plan, promote and coordinate community-boosting resident events and activities.&nbsp;Offer incentives to boost participation and encourage residents to bring guests.</li>
<li>Identify strategies to improve efficiency, productivity, and quality of customer service.</li>
<li>Ensures initiatives are implemented, communicates follow-up actions and feedback with staff.</li>
<li>Monitors and enforces compliance with all pertinent company policies, procedures, and standards. Reporting all incidents, violations, equipment malfunctions, accidents, injuries, or safety concerns. Implements corrective measures as necessary.</li>
</ul>
Qualifications / Skills Required for&nbsp;the position of&nbsp;Resident Services Manager:
<ul>
<li>3-5 years of managing people in a customer service-oriented environment</li>
<li>1+ years experience working in residential real estate</li>
<li>Commitment to deliver outstanding customer service</li>
<li>Flexible team player with good supervisory and problem-solving skills</li>
<li>Ability to set priorities, handle multiple tasks, and meet deadlines</li>
<li>Strong interpersonal and communication skills</li>
<li>Proficient in Microsoft Office&nbsp;</li>
<li>High school diploma or GED,&nbsp;College education preferred</li>
</ul>
Benefits&nbsp;Provided to&nbsp;the&nbsp;Position&nbsp;of&nbsp;Resident&nbsp;Services&nbsp;Manager:
Compensation package includes:
<ul>
<li>Competitive pay&nbsp;of $25-28/hr with Potential for Bonus</li>
<li>Medical Insurance</li>
<li>Dental Insurance</li>
<li>Vision Plan</li>
<li>401k Plan</li>
<li>Life Insurance</li>
<li>Paid Vacation</li>
<li>Paid Sick Leave</li>
<li>Paid Holidays&nbsp;&nbsp;</li>
<li>Tuition Reimbursement</li>
<li>20% Housing Discount at BLT Properties</li>
</ul>
BLT is an equal opportunity employer
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PIc17fe8276e3b-25405-31059534

Resident Services Manager

<h3>Job Description</h3>
Job Description
Financial Services Manager
This position will oversee the investment department of a full service financial planning firm and provide support to a group of investment representatives in the areas of financial client services.​ The primary responsibilities of this position are to assist the financial advisors with investment customer service, regulatory compliance, and problem resolution.​ This position involves administering operational policies, procedures, and processes in support of Financial Services operations and leading/supporting the investment team.
The successful candidate must be results driven and possess strong analytical, organizational, communication, computer and customer service skills.​ This position requires a self-starter having strong initiative, good attention to detail, and excellent follow through skills.​
Position Requirements
<ul>
<li>Must have securities, financial planning, and/or related industry experience, as well as some management experience</li>
<li>Bachelor Degree, preferably in the field of finance/business</li>
<li>Knowledge of securities and insurance industry practices, procedures and terminology</li>
<li>Strong computer skills, including proficiency in MS Office - Excel and Word</li>
<li>Skilled in strong and effective verbal and written communication</li>
</ul>
Must have the ability to:
<ul>
<li>Pay strong attention to details and ensure accuracy and completeness of all forms, letters, emails, etc.​</li>
<li>Work cooperatively in a team environment</li>
<li>Organize, prioritize and handle multiple tasks</li>
<li>Work under pressure and meet deadlines</li>
<li>Communicate with co-workers, clients, and various business contacts in a courteous and professional manner</li>
<li>Investigate and research situations</li>
<li>Maintain confidentiality</li>
<li>Self-motivated with the ability to work independently and with minimal supervision</li>
</ul>
Position Duties and Tasks
<ul>
<li>Utilize client and investment software to find necessary data</li>
<li>Perform numerical calculations</li>
<li>Understand a multitude of forms to help clients with completion and submission</li>
<li>Send letters/emails and forms to clients upon request</li>
<li>Resolve client and investment issues with both Broker Dealer as well as with outside Companies</li>
<li>Process client distributions and contributions</li>
<li>Lead investment team meetings and track all investment services tasks</li>
<li>Communicate clearly and professionally with clients and upper management</li>
<li>Provide customer service in the areas of insurance, annuities, and investments</li>
</ul>
Company DescriptionProfessional Planning Associates has been in the business of providing financial planning services since it was founded in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services. In 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with a reputation for good customer service by providing access to a network of people, services and support. This allows us more time to focus on our clients and their interests. We currently provide services for over 200 companies from 2 to 100 employees. We have designed their first employee benefit plans and helped them grow. Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans). The total value of these accounts now exceeds 100 million dollars. The firm consists of 7 advisors, 2 Portfolio Managers, and a staff of 13 skilled, service–oriented people. 
<h3>Company Description</h3>
Professional Planning Associates has been in the business of providing financial planning services since it was founded in 1953. We have expanded from a small firm providing life insurance to a full service brokerage firm offering Life, Health, and Disability Insurance programs as well as Pension, Estate and Investment Planning services.\r\nIn 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with a reputation for good customer service by providing access to a network of people, services and support. This allows us more time to focus on our clients and their interests.\r\nWe currently provide services for over 200 companies from 2 to 100 employees. We have designed their first employee benefit plans and helped them grow. Our clients are collectively insured for over 1 billion dollars. We manage over 400 retirement accounts (SEP, TSA, IRA, Pension, Profit Sharing, 401(k) and Simple Plans). The total value of these accounts now exceeds 100 million dollars.\r\nThe firm consists of 7 advisors, 2 Portfolio Managers, and a staff of 13 skilled, service–oriented people.

Financial Services Manager

<h3>Job Description</h3>
Job DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you. Overview In this role, the incumbent is responsible for developing and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member penetration and quality service. They will assist, coach and mentor the team to develop personal plans and hold them accountable to execute and measure the plans following the credit union and the broker dealer’s guidelines. Responsibilities
<ul>
<li>Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance in alignment with Patelco performance management practices.</li>
<li>Conduct regular connect with each employee to review performance, set goals, and develop improvement plans to ensure accountability.</li>
<li>Ensure the program aligns with the credit unions' operating plan, long-range plan and other initiatives that promote synergy.</li>
<li>Oversee the completion of all required Credit Union compliance training and those mandated by the broker-dealer.</li>
<li>Serve as a liaison between Patelco Financial Solutions and other departments.</li>
<li>Ensure that the program adheres to all broker-dealer and regulatory requirements.</li>
<li>Ensure that the goals and operations of the Patelco Financial Solutions aligns with the overall goals and objectives of the Credit Union.</li>
<li>Develop and coordinate marketing and advertising strategy that aligns with the operating plan.</li>
<li>Supervise and coordinate the preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals.</li>
<li>Assist in preparing annual operating budget and monitor revenue and expenditures.</li>
<li>Assist in planning, implementing, and evaluating a business plan for the Investment Group.</li>
<li>Plan, implement and evaluate short and long-term business plans of the Financial Advisors and Sales Assistants.</li>
<li>Develop training content for branch teams and vet content with Compliance and our broker-dealer partner, and ensure monthly training sessions are conducted by the investment team.</li>
<li>Calculate compensation metrics for the Investment Team.</li>
<li>Manage member complaints/errors (with CFS Compliance) to promote member experience and minimize credit union liability.</li>
<li>Ensure that the operations of Patelco Financial Solutions comply with all applicable compliance and regulatory standards.</li>
<li>Provide on-going financial planning, sales, and career coaching and mentoring employees.</li>
<li>Assist in managing all recruiting efforts for Patelco Financial Solutions in partnership with Human Resources.</li>
<li>Perform other duties as assigned.</li>
<li>Ability to read and perform arithmetic operations quickly and accurately, and demonstrate strong mathematical aptitude.</li>
<li>Demonstrate excellent verbal and written communication and effective presentation skills.</li>
<li>Effectively communicate with internal partners and clients.</li>
<li>Demonstrate excellent decision making, problem-solving skills, and strong organizational skills.</li>
<li>Pay attention to details and recognize errors in numbers and spelling.</li>
<li>Strong practical understanding of general economic principles relating to all aspects of personal finance.</li>
<li>Demonstrate professionalism at all times with empathy and tact, and able to handle confidential information.</li>
<li>Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures. </li>
</ul>
Qualifications
<ul>
<li>Bachelors degree in in finance, business or related field required.</li>
<li>5+ years related investment industry experience and/or training.</li>
<li>3+ years of prior management experience, including sales coaching experience.</li>
<li>Series 7, 63, 65 (or 66) Securities Registrations, and Life Insurance licenses are required.</li>
<li>Series 24 or Series 9/10 Securities Registrations equivalent required.</li>
<li>Previous Financial Advisor experience preferred</li>
<li>Advanced Industry Designations preferred - such as CFP, ChFC, CRPC, RICP, CFF</li>
<li>Excellent working knowledge of financial institution products and services, as well as, life insurance, annuity and securities products.</li>
<li>Strong practical understanding of general economic principles relating to all aspects of personal finance.</li>
<li>Proficient in MS Office applications such as Outlook, Word, PowerPoint, Excel.</li>
<li>This position is eligible for hybrid work arrangements.</li>
<li>This position is based out of our Headquarters, in Dublin, CA.</li>
<li>Regular travel to different branch locations required.</li>
</ul>
 Target Base Pay $86,753 - $108,439 / yr&nbsp; This role offers a competitive compensation plan that includes a base salary combined with a variable compensation plan based on production and gross revenue generated by the assigned territory, with on-target earnings.&nbsp; Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health:
<ul>
<li>Exceptional Medical, Dental, Vision, and Life Insurance benefits</li>
<li>Onsite fitness center at HQ and rewards for completing wellness related activities </li>
</ul>
Financial Health:
<ul>
<li>Competitive compensation packages with bonus opportunity</li>
<li>401(k) with 3% Safe Harbor and 5% employer match</li>
<li>Discounts on loan products</li>
<li>Tuition reimbursement</li>
</ul>
Emotional Health:
<ul>
<li>Employee Assistance Program (EAP)</li>
<li>PTO for part-time and full-time positions</li>
<li>Paid holidays</li>
</ul>
Personal Development:
<ul>
<li>On-the-job training and skills development</li>
<li>Internal transfer opportunities for career growth</li>
<li>Volunteer work</li>
</ul>
Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans **Representatives are employed by Patelco Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P. visit <a href="http://www.cusonet.com" target="_blank">www.cusonet.com</a>. CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the investment needs of credit unions and their members. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
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Manager, Investment Services

<h3>Job Description</h3>
Job Description
Job Summary
The IT Enterprise Services Product Manager is responsible for leading the product management of the technologies that support Cirrus’s Enterprise Service Teams. They will guide solution designs that align with the Cirrus Growth Choices and the IT strategic roadmap, delivering value to business stakeholders. The IT Enterprise Services Product Manager owns the Enterprise Service technology programs, product deployment and life cycle, managing the resource allocation, backlog prioritization, and closely partnering with business stakeholders providing insight, feedback, and strategic recommendations regarding product performance, quality, and utilization capability. Drives servant leadership to an agile team by educating and coaching team members and stakeholders to maximize efficiencies, delivering incremental customer value, and embracing continuous improvement. This position will be part of the Information Technology team providing direct influence and process guidance across all business capabilities.
Duties and Responsibilities/Essential Functions
<ul>
<li>Lead cross functional teams including internal resources and third parties/vendors to plan and deploy a modern technology system, integrations and any related ISVs.</li>
<li>Leadership will impact overall company performance through strategic decisions and resource allocation to transform underlying and foundational systems and processes.</li>
<li>Utilizes deep understanding of the business stakeholder’s needs to guide Enterprise Services programs.</li>
<li>Partners with business stakeholders to challenge and optimize processes and address customer needs.</li>
<li>Oversees Enterprise Services programs and adjacent products throughout the entire business life cycle.</li>
<li>Provide hands-on expertise and management to ensure program success.</li>
<li>Drives strategy across Executive Sponsors, Steering Team, Business Stakeholders and Technical team members collaborating to understand problems, identify process improvements, prioritize needs and deliver on desired outcomes.</li>
<li>Champions changes, product roadmap and advocates for the business requirements and needs.</li>
<li>Drives prioritized capability processes through the implementation plan aligned with technology and product roadmaps.</li>
<li>Manages test scenarios and user acceptance criteria to identify areas to address prior to going live.</li>
<li>Manages the ongoing health and performance of Enterprise Services programs and products.</li>
<li>Tracks and reports program status, risks, mitigation plan, milestones, budget, schedule and product performance.</li>
<li>Collaborates with cross-functional teams to understand integration and resources across dependent products.</li>
<li>Performs marketplaces research, metrics, and analytics to evaluate program and product performance.</li>
<li>Lead, coach, and develop a team of diverse IT and business stakeholders while building cross-functional partnerships across the business.</li>
<li>Identify and manage risks, mitigate impediments and negotiate dependencies with and across teams to ensure Cirrus business objectives are achieved.</li>
<li>Ability to travel to other Cirrus locations to build relationships, understand business processes, foster collaboration for each implementation phase and set expectations on post-implementation performance.</li>
<li>Must be present in Duluth for Steering Team meetings, workshops, design/build working sessions, major milestone activities and other engagements with critical stakeholders.</li>
</ul>
Qualifications
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
<ul>
<li>Bachelor’s degree in a relevant field of study or equivalent work experience</li>
<li>10+ years Information Technology, program management, or relevant technical experience</li>
<li>10+ years’ work experience leading a team.</li>
<li>PMP and Agile/Scrum certifications preferred</li>
<li>Must have demonstrated experience in managing large multi-year programs.</li>
<li>Must be able to challenge, influence and champion strategy across Executive Sponsors, Steering Team, Business Stakeholders and Team members.</li>
<li>Proven experience to influence stakeholders at various levels without direct authority.</li>
<li>Demonstrated knowledge of the software development life cycle</li>
<li>Embrace a Servant Leadership mentality.</li>
<li>Ability to demonstrate sound judgement, encourage collaboration and communicate effectively (written and verbal) across multiple levels in the organization.</li>
<li>Ability to effectively manage competing work demands and multiple initiatives at the same time.</li>
<li>Preference for experience deploying complex, enterprise systems.</li>
<li>Preference for work experience in both Manufacturing and Service Delivery environments.</li>
</ul>
Competencies 
To perform the job successfully, an individual should demonstrate the following competencies: 
<ul>
<li>Directs Work: Works across varying levels of Stakeholders to communicate the journey and expectations of the transformation, challenges approach, provides direction across cross-functional team without direct authority and removes obstacles to get work done.</li>
<li>Balances Stakeholders: Anticipates and balances the needs of multiple stakeholders at varying levels across the company.</li>
<li>Builds Effective teams: Builds strong effective teams that apply their diverse skills and perspectives to achieve common goals.</li>
<li>Situational Adaptability: Adapts own leadership style, approach and demeanor real time to match shifting demands of different situations.</li>
<li>Persuades: Influences program direction across multiple levels of leadership using compelling arguments to gain the support and commitment of others. Communicates to all employees to bring them on the technology transformation journey through engagement and cultural adaptability.</li>
</ul>
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice. Work beyond 40 hours per week may be required. 
Cirrus is dedicated to a drug free work environment promoting equal employment opportunity. Qualified applicants will receive consideration for employment without regard to race, sex, national origin, color, age, disability, religion, pregnancy, veteran status, marital and family status, sexual orientation, receipt of public assistance, genetic information or any other characteristic protected by applicable law.
Our Benefits: Cirrus provides a range of exciting benefits, including:
<ul>
<li>401(k) Plan: Dollar-for-dollar match up to 5% after 90 days, with 100% vesting.</li>
<li>Employer-Paid Coverages: Group term life, short- and long-term disability insurance.</li>
<li>Comprehensive Health Coverage: Medical, vision, dental, with additional dependent coverage options.</li>
<li>Free Health Tracking: With rewards for meeting health goals.</li>
<li>Generous PTO: 120+ hours accrued within the first year.</li>
<li>Employee Referral Bonus: For referring talented candidates.</li>
<li>Career Development: Tuition reimbursement and professional growth opportunities.</li>
<li>Exclusive Discounts: Access to partner and marketplace discounts.</li>
<li>Community &amp; Engagement: Company and employee clubs at various locations.</li>
</ul>
These benefits are designed to support your well-being, growth, and enjoyment at Cirrus!

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