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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 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

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

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$100,000 - $150,000 at plan
Responsibilities:
<ul>
<li>Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs</li>
<li>Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM </li>
<li>Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals</li>
<li>Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services</li>
<li>Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional</li>
</ul>
Qualifications:
<ul>
<li>Must have the ability to successfully network and prospect for new clients</li>
<li>Must possess uncompromising integrity and the ability to communicate complex ideas</li>
<li>Strong relationship management skills and/or experience required</li>
</ul>
<ul>
<li>Competitive</li>
<li>Enterprising</li>
<li>Coachable</li>
<li>Communicative</li>
<li>Self-disciplined</li>
<li>Authentic</li>
</ul>
 
What we’re looking for... 
<ul>
<li>We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses</li>
<li>This is not just a sales job—it’s a career with purpose and opportunity</li>
<li>You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college</li>
<li>Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction</li>
</ul>
About Company 
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:
<ul>
<li>A promise to work with you to build a strong financial future for both you and your clients</li>
<li>#73 on Fortune 100 in 2020</li>
<li>A leading company with many agents qualifying for MDRT 2 year after year</li>
<li>Highest possible financial strength ratings currently awarded to any life insurer: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19</li>
<li>Full benefits when hired and 3 separate pensions</li>
</ul>
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman, Senior Partner, New York Life

Financial Advisor

<h3>Job Description</h3>
Job Description
Job description:
Sterling Federal Bank and Midwestern Securities are searching for a client-focused Financial Advisor to lead an established Investment Services Division inside Sterling Federal Bank. This is an excellent opportunity for a passionate, proven producer who is ready to grow their book and service their clients with the support of a well-established, community-based financial institution.
This also can be an opportunity for an experienced sales professional who’s seeking a new career path where they can help people reach their goals and improve their lives. Our team is experienced in coaching career changers into successful financial advisors with personalized training that meets you exactly where you are to help elevate your skills.
The main role of the Financial Advisor is to create lasting relationships with clients by helping them make intelligent financial decisions based on their unique situations and goals. He/she will focus on creating meaningful investment solutions for clients.
Responsibilities Include:
<ul>
<li>Grow and manage the division’s current book of business</li>
<li>Build and nurture strong client relationships with current and potential clients</li>
<li>Prospect and generate new leads through various channels</li>
<li>Build and maintain a solid fee-based and commission book of clients using all available resources, including the bank’s customer base, the advisor’s own network of connections, and proactive prospecting in the community</li>
<li>Develop a strategic business plan for the division and make regular progress toward the goals you set for the division</li>
<li>Effectively communicate with people with a wide range of backgrounds and experience levels</li>
</ul>
Desired Skills &amp; Experience:
<ul>
<li>Must be coachable, honest, and trustworthy team player with a proven hard work ethic</li>
<li>Motivated and organized self-starter with strong attention to detail</li>
<li>Adaptable and resilient in all situations with an optimistic outlook</li>
<li>Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce.</li>
<li>Bachelor’s degree preferred</li>
<li>FINRA Series 7 &amp; 66 Licenses (or ability to obtain them in 3 months of hire date for career changers)</li>
<li>Life, Health, Disability, Long-Term Care Insurance Licenses</li>
<li>CERTIFIED FINANCIAL PROFESSIONAL™ certification, ChFC®, and other industry designations are a plus</li>
<li>Stellar sales professionals with superior relationship-building skills and at least 5 years of experience will also be considered.</li>
<li>The advisor should be licensed to do commission and fee-based business, but our focus is fee-based.</li>
</ul>
Compensation:
Compensation you control; estimated $50,000 - $70,000 forgivable draw salary plus commission to start, with tremendous opportunities to grow your career professionally and financially. Compensation will be considered negotiable for an advisor who brings a book of business with them.
Company Descriptions:
The person selected for this position will be an employee of Sterling Federal Bank and independently contracted with Midwestern Securities.
Midwestern Securities Trading Company is an independent broker/dealer and Registered Investment Advisory firm that helps community-minded financial institutions GROW their non-interest income and PROTECT their customer base through a turn-key Investment Services Division. Unlike some other broker/dealers, our partner investment services divisions are branded and owned by the institution.
When you become a financial advisor with Midwestern Securities, you join a team that is focused on doing what is best for our clients. We are also focused on helping you succeed through excellent training, superior home office support, and advanced technology. Midwestern Securities was founded by Financial Advisors wanting more from their broker/dealer, so they built it for themselves and other advisors who expect more.
Sterling Federal bank was voted as one of the “Best Places to Work in Illinois for the seventh year in a row”. Ranking #6 in its category. They achieved this honor through the collective effort of their excellent employees who are focused not only on their customers, but also on service to their communities.
Both companies are Equal Opportunity Employers. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated on the basis of, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status or any other protected category.
No Visa Sponsorship. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Midwestern Securities Trading Company, LLC is a Member FINRA/SIPC. MSTC and SFB are not affiliated.
Benefits:
<ul>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Employee assistance program</li>
<li>Health insurance</li>
<li>Health savings account</li>
<li>Paid time off</li>
<li>Paid holidays</li>
<li>Sick time</li>
<li>Professional development assistance</li>
<li>Referral program</li>
<li>Life insurance</li>
<li>Disability insurance</li>
</ul>
Weekly schedule: Monday to Friday; May require meeting clients in off hours to accommodate their schedule.
Company DescriptionMidwestern Securities Trading Company is an independent broker/dealer and Registered Investment Advisory firm that helps community-minded financial institutions GROW their non-interest income and PROTECT their customer base through a turn-key Investment Services Division. When you join Midwestern Securities, you become part of a team that is focused on doing what is best for our clients. We are also focused on helping you succeed through excellent training, superior home office support, and advanced technology. Midwestern Securities was founded by Financial Advisors wanting more from their broker/dealer, so they built it for themselves and other advisors who expect more. 
<h3>Company Description</h3>
Midwestern Securities Trading Company is an independent broker/dealer and Registered Investment Advisory firm that helps community-minded financial institutions GROW their non-interest income and PROTECT their customer base through a turn-key Investment Services Division. \r\n\r\nWhen you join Midwestern Securities, you become part of a team that is focused on doing what is best for our clients. We are also focused on helping you succeed through excellent training, superior home office support, and advanced technology. Midwestern Securities was founded by Financial Advisors wanting more from their broker/dealer, so they built it for themselves and other advisors who expect more.

<h3>Job Description</h3>
Job DescriptionDescriptionGENERAL SUMMARY:Develops and maintains customer portfolio.&nbsp; Responsible for comprehensive financial planning for clientsRESPONSIBILITIES AND DUTIES:
<ol>
<li>Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager. &nbsp; Cross-sells other banking services to new and existing customers.&nbsp; Maintains on-going customer contact to ensure good customer relations. &nbsp;</li>
<li>Assists with comprehensive financial planning for clients and periodic client review.</li>
<li>Be in compliance, following all policies and procedures.</li>
<li>Participates in department meetings.</li>
<li>Participates in civic and community organizations, representing the bank, but following personal interests. &nbsp;</li>
<li>Regular and reliable attendance.</li>
<li>Performs other related duties as assigned by management.</li>
</ol>
&nbsp;KNOWLEDGE, SKILL, AND ABILITIES:
<ul>
<li>Knowledge of securities and investment products, policies and procedures</li>
<li>Knowledge of financial planning for individuals and business</li>
<li>Knowledge of sales and marketing practices and principles.</li>
<li>Skill in communicating with customers and co-workers in courteous and professional manner.</li>
<li>Skill in problem solving.</li>
<li>Ability to maintain a high level of confidentiality.</li>
<li>Ability to work within strict time constraints and handle multiple tasks simultaneously.</li>
</ul>
&nbsp;EDUCATION AND EXPERIENCE:
<ul>
<li>College degree preferred. &nbsp;</li>
<li>Prefer 3-5 years’ experience&nbsp;</li>
</ul>
&nbsp;PHYSICAL REQUIREMENTS:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Seeing: 75-100%Must be able to greet customers read documents, use computer&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Hearing: 75-100%Must be able to communicate with customers and co-workers&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Standing/Walking: 25-49%Must be able to visit customer&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Climbing/Stooping/Kneeling: 0-24%&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;&nbsp;Fingering/ Grasping/Feeling: 75-100%Must be able to use computer, write&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;PHYSICAL DIMENSIONS:Medium Work:&nbsp; Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.&nbsp; Job involves sitting most of the time and walking and standing some of the time.&nbsp;NOTE:The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.&nbsp; They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified. More Details3-5 Years Experience Required Series 7 &amp; 66 License Required Hours or special job requirements:3-5 years experience required Series 7 &amp; 66 license required

FINANCIAL ADVISOR

<h3>Job Description</h3>
Job Description
Financial Advisor – Denver Tech Center (with occasional travel to Colorado Springs) Capstone Investment Financial Group | Full-Time | On-Site
Capstone Investment Financial Group, a growing independent RIA, is looking for a motivated, service-oriented Financial Advisor to join our team in the Denver Tech Center. This is a great opportunity for someone with a Series 65 and a passion for building lasting client relationships.
What You’ll Do
<ul>
<li>Serve a small set of existing clients and assist with their financial planning, investment management, and ongoing service needs.</li>
<li>Proactively develop and grow your own book of business through referrals, networking, and strategic outreach.</li>
<li>Collaborate with our team on planning strategies, portfolio reviews, and client communication.</li>
<li>Meet in person with clients in our DTC office most days, with a few travel days per month to our Colorado Springs location.</li>
<li>Use planning tools and CRM systems to build financial plans and document activity.</li>
<li>Conduct trading for clients, both equities and fixed income.</li>
</ul>
✅ What We’re Looking For
<ul>
<li>Series 65 license required</li>
<li>Bachelor’s degree (Finance, Economics, Business, or related field preferred)</li>
<li>Excellent communication and relationship-building skills</li>
<li>Entrepreneurial mindset with the discipline to build and manage your own client base</li>
<li>Team-first attitude and a strong desire to grow with a firm that puts clients first</li>
<li>Believe in our values of RIPE (Respect, Individual Client Comes First, Process Centric, Ethics)</li>
</ul>
What We Offer
<ul>
<li>Competitive base salary plus bonus/incentive structure</li>
<li>Health insurance and Retirement plan with employer match</li>
<li>Ongoing mentorship and professional development opportunities</li>
<li>A collaborative, client-focused culture with long-term growth potential and a bit of fun!!!</li>
</ul>
If you're ready to build a career in wealth management with a firm that values integrity, transparency, and deep relationships, we’d love to hear from you.
Apply today by sending your resume and a brief cover letter to <a href="mailto:chyslop@CapstoneInvest.com" target="_blank">chyslop@CapstoneInvest.com</a>

<h3>Job Description</h3>
Job Description
At Northwestern Mutual, weve been a leader in financial planning and wealth management for over a century, helping individuals and families achieve financial security. Our Troy, Michigan office embodies a blend of tradition and innovation, offering a hybrid remote work environment that balances professional ambition with personal life. We pride ourselves on fostering a supportive, fun, and growth-oriented team culture where advisors can thrive, whether they have experience or are just starting out. We believe in providing continued mentoring, coaching, and opportunities for growth, allowing every team member to reach their full potential.
As a Financial Advisor at Northwestern Mutual, you will be instrumental in guiding clients through their financial journeys, creating personalized strategies to meet their unique financial goals. Youll receive comprehensive training, licensing support, and mentorship to ensure your success in this performance-based role. 
Income Growth Opportunity
This performance-based career offers unlimited earning potential, including stipends and bonuses, putting you in control of your financial success. While the initial years can be challenging, you define what success looks like, and we'll support you every step of the way.
 
1st Year Representatives make 50,000-70,000k on AVERAGE.
1-4 Year Financial Representatives
<ul>
<li>Average: $94k</li>
<li>Top 25%: $139k</li>
</ul>
5+ Year Financial Advisors
<ul>
<li>Average: $524k</li>
<li>Top 25%: $1.2 million</li>
</ul>
 
At Northwestern Mutual, we offer more than just a jobwe provide a career with unlimited potential. Youll have access to top-notch training, comprehensive medical benefits, and reimbursement for licensing. With a focus on work-life balance and personal growth, we are dedicated to helping you succeed in every aspect of your career. If you're ready to make an impact and build your own financial future, apply today and become a part of our dynamic team!
 Benefits
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Parental Leave
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Licensing Reimbursement: SIE, Series 6, 7, 63, CFP
Risk and Asset Management Training
 Responsibilities 
<ul>
<li>Client Engagement: Develop and maintain long-lasting relationships with clients to foster trust and confidence in financial decisions.</li>
<li>Financial Planning: Create personalized financial plans addressing clients' investment, retirement, and insurance needs.</li>
<li>Portfolio Management: Monitor and adjust investment portfolios for clients to meet their financial goals and optimize performance.</li>
<li>Market Analysis: Stay updated on market trends and regulatory changes to offer the best advice to clients.</li>
<li>Product Knowledge: Provide thorough knowledge on a range of financial products and services, tailor solutions to individual client needs.</li>
<li>Networking is Key: Being able to generate your own business, manage and grow your business is crucial to success.</li>
</ul>
 Requirements 
<ul>
<li>Educational Background: Bachelor's degree in a related field is preferred.</li>
<li>Certification: Series 7 and 66 licenses, or equivalent, are desirable, though not mandatory upon application.</li>
<li>Customer-Focused: Demonstrated ability to effectively serve and meet client needs.</li>
<li>Technologically Proficient: Competence in utilizing financial software and CRM tools.</li>
</ul>

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