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Director Premium Billing and Member Enrollment (Director II) CalOptima Join Us - Where Your Talent Meets Opportunity. We're Better Together The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Director Premium Billing and Member Enrollment (Director II) and help shape the future of healthcare where you'll be an integral part of our Operations Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. CalOptima Health is looking for a strategic thinker with a proven track record of leading a high-performing team to establish and manage the Enrollment and Billing function related to Health Insurance Exchange/Marketplace/Covered California product operations. As the Director, you'll serve in a leadership role to define and scale up their own team, roadmap, implement, and manage operationalization of this capability at CalOptima Health, and drive closing the people, process, and technological gaps between current state and future state operations to support enrollment and billing capabilities for the Covered California line of business. This role will be critical in standing up and continuing to successfully execute seamless enrollment, accurate billing, and regulatory compliance for the product line expansion. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 
<ul>
<li>45% - Leadership Functions
<ul>
<li>Cultivates and promotes a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Directs and assists the team in carrying out department responsibilities and collaborates with the leadership team and staff to support short- and long-term goals/priorities for the department.</li>
<li>Directs, hires and trains department managers and staff.</li>
<li>Reviews and develops the performance of department staff and sets monthly or quarterly goals.</li>
<li>Serves as the key point of contact and advisor for executive leadership when making strategic decisions impacting the operations of the Enrollment and Billing function at CalOptima Health.</li>
<li>Develops and executes the 12-18-month roadmap to operationalize Enrollment and Billing capabilities for Covered California line of business - integrating with existing Medi-Cal workflows (where applicable), defining new operational processes, and configuring existing and/or new systems to support Covered California line of business.</li>
<li>Builds out and leads Enrollment and Billing function at CalOptima Health (i.e., recruiting, coaching, and retaining team, setting up governance structure, collaborating cross-functionally with other CalOptima Health functions to identify teams' dependencies, etc.).</li>
<li>Oversees the timely and accurate completion of Covered California enrollment capabilities inclusive of ingestion and processing of 834 enrollment files, plan changes, cancellations, and grace-period management per Covered California rules. </li>
</ul>
</li>
<li>50% - Program Oversight
<ul>
<li>Implements and oversees end-to-end premium billing capability -including invoice generation, member payments, financial reconciliation (including subsidies) and refunds-ensuring regulatory compliance.</li>
<li>Reconciles membership and premium data with Covered California and internally at CalOptima Health to support regulatory requirements and data accuracy internally on a cyclical basis.</li>
<li>Manages the end-to-end enrollment and billing processing and reconciliation for the off-exchange population.</li>
<li>Oversees integration and management of the enrollment and billing capabilities that third party vendors and delegated health network are responsible and accountable for.</li>
<li>Leads vendor and technology selection for vended capabilities and oversees implementation and integration with the organization's processes and technologies.</li>
<li>Leads the development of processes and configuration of core admin system to support implementation and ongoing optimization of the premium billing capability at CalOptima - inclusive of partnering with CalOptima Health's Information Technology teams (and potentially vendor teams), overseeing system and data integrations, etc.</li>
<li>Develops and manages the annual departmental budget. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned.</li>
</ul>
</li>
</ul>
 Do You Have What the Role Requires? 
<ul>
<li>Bachelor's degree in business, health administration, finance, or related field PLUS 7 years in health-plan operations with at least 5 years in health insurance exchange/marketplace and/or commercial Individual and Family Plan (IFP) enrollment and billing required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. </li>
<li>3 years of progressive management/leadership experience required.</li>
</ul>
 You'll Stand Out More If You Possess the Following: 
<ul>
<li>Knowledge and prior experience at a health plan leading enrollment and billing functions for an exchange or commercial product. </li>
<li>Specific experience with Covered California.</li>
</ul>
 What the Regulatory Agencies Need You to Possess? 
<ul>
<li>N/A</li>
</ul>
 Your Knowledge &amp; Abilities to Bring to this Role: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Your Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Ways We Are Here For You 
<ul>
<li>You'll enjoy competitive compensation for this role.
<ul>
<li>Our current hiring range is: Pay Grade: 321 - $181,257 - $290,011 ($87.14 - $139.4282). 
<ul>
<li>The base pay offered will take into account internal equity and also may vary depending on the candidate's job-related knowledge, skills, and experience among other factors. </li>
</ul>
</li>
</ul>
</li>
<li>This position is approved for Full Office </li>
</ul>
 A <a href="https://apptrkr.com/get_redirect.php?id=6691212&amp;targetURL=https://www.caloptima.org/en/careers#benefits" target="_blank">comprehensive benefits package</a> 
<ul>
<li>CalPERS pension program and additional retirement packages. </li>
<li>Additional benefits and perks including:
<ul>
<li>A generous PTO program</li>
<li>A quality work life balance</li>
<li>Various wellness programs</li>
<li>Tuition Reimbursement</li>
<li>Professional development opportunities</li>
<li>Career development opportunities</li>
<li>Flexible scheduling</li>
<li>And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.</li>
</ul>
</li>
</ul>
 Our Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is October 13, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6691212" target="_blank">https://jobs.caloptima.org/jobs/director-premium-billing-and-member-enrollment-director-ii-505-city-parkway-west-california-united-states-eec0bbc1-1619-4a08-8efb-318193291fd1</a> Copyright 2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-9e5db22bed600f45bd7f3251e28bfe46

Director Premium Billing and Member Enrollment (Director II)

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 DescriptionFinancial Advisor JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025.JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team.Qualifications Required:
<ul>
<li>CFP® designation (Certified Financial Planner)</li>
<li>CFA® and/or CPA designations acceptable</li>
<li>Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts</li>
<li>Proficient in basic computer skills especially Microsoft Office</li>
</ul>
Education: Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or BusinessCompensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position.Your resume and cover letter referring to this posting are required to be considered.JMG is an equal opportunity employer. 
Compensation details: 100000-150000
 
PI26cf510f6445-25405-38428186

Financial Advisor

<h3>Job Description</h3>
Job DescriptionDescription:
Position Purpose: This position is responsible for providing existing and prospective clients with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.
 
What you’ll do
· Determines specific customer financial and investment needs.
· Provides advice to customers on personal investment product purchases.
· Maintains a high level of profitable sales which meet or exceed goals.
· Keeps all required licenses in good standing.
· Maintains expertise with current investment product portfolio.&nbsp;
· Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business. &nbsp;
· Keeps informed of industry product trends and issues.
· Engages in proactive learning to stay apprised of tax and investment updates.
· Acts as a resource to other licensed Investment Associates and Wealth Management professionals.
Requirements:
Where you’ll shine
· College degree or equivalent experience required.
· 1-5 years relevant experience.
· Certification/License: Series 7, 66 and life insurance licenses required; additional licensure is encouraged.
· Ability to foster and cultivate relationships with prospective and existing customers.
· Excellent presentation skills to enhance the organization’s image to prospective customers.&nbsp;
· Ability to communicate effectively and clearly.&nbsp;
· Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.
· Innovation and flexibility are essential to meet the demands of an ever-changing market.
· Excellent analytical skills are needed to recommend the appropriate products and services to customers.
· Ability to work with a team and share knowledge and skills.
· Ability to conduct business in a highly ethical and collegial manner consistent with regulatory requirements.
· Ability to build positive and collaborative relationships with colleagues within the Bank.
 
Where we shine
· Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off
· Supporting associates and their families; we embrace the importance of caring for oneself and our families
· Surrounding ourselves with smart, driven, and diverse individuals
· Valuing integrity, commitment regarding our daily duties, and the Bank as a whole
· Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value
· Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value
· Bank of Clarke is “Great Place to Work” Certified through June 2025
· “Top Virginia Employer for Interns” award recipient (2023, 2024) through Virginia Talent and Opportunity Partnership (V-TOP)
 
Working Conditions:
The individual will be required to be flexible during standard bank operating hours. Business travel may be necessary to attend training opportunities.
 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
 
EEO M/F/V/D
 
PI7d681315d55a-25405-38071882

<h3>Job Description</h3>
Job DescriptionThis Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $120,000 - $200,000 per year 
A bit about us:
 We are a nationally recognized, award-winning independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care. Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Our client-centric philosophy blends personalized service with a holistic planning approach, covering everything from investment management to retirement, tax, insurance, and estate planning. We believe in building lasting relationships based on trust, transparency, and results. Beyond our commitment to clients, we’re deeply invested in creating a collaborative and rewarding work culture where talented professionals can thrive. We also take pride in giving back—supporting the communities and charitable organizations that matter most to our team. If you’re looking for a firm that values professional growth, teamwork, and doing what’s right for clients, we invite you to explore opportunities with us. 
Why join us?
 Why Join This Team? Competitive compensation and comprehensive benefits package Collaborative and growth-oriented work environment Strong referral channels and business development support Opportunities for advancement into a lead advisor role 
Job Details
 Financial Advisor Opportunity Location: Westborough, MA (Hybrid) | Offices in 6 States A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a motivated and client-focused financial professional who’s looking for a clear path to career advancement and long-term client relationships. Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement. With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals. Who You Are A dedicated financial professional focused on delivering exceptional client service Thrive in a team-based environment and value long-term relationship building Organized, proactive, and solution-oriented Motivated to grow within a supportive and dynamic firm Key Responsibilities Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and referral networks Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend solutions Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning Qualifications Minimum 5 years of experience in wealth management or financial planning Proven ability to develop business and expand client networks Strong interpersonal and communication skills Bachelor’s degree from an accredited institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP® designation strongly preferred or willingness to obtain within a designated timeframe Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 
<h3>Company Description</h3>
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

<h3>Job Description</h3>
Job Description
As a Financial Advisor at Virginia Asset Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can:
· Help people and businesses become financially secure. Make an impact by inspiring others to take action
· Earn unlimited income. There are no caps on how much you can make at Virginia Asset Management
· Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule
· Be a lifelong learner. Financial services are constantly changing, and you can be part of a dynamic, always evolving industry
· Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss
Advisors with Virginia Asset Management have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including fee-based financial planning, employee benefits solutions, insurance, investments, and qualified plans; additionally, there are no proprietary product sales requirements.&nbsp;
Who we are seeking:
· Someone with excellent interpersonal skills and sales abilities
· Someone who believes in financial products and services
· Someone who demonstrates determination and commitment
· An entrepreneur who takes pride in his or her work
Preferred: (but not required)
· Prior sales success
· Leadership experience
· Solid understanding of the financial planning process and needs analysis
· FINRA Series 7 &amp; 66 registrations
· State Insurance License – Life/ Health/Annuity
· We cater to each individual and will customize a package based on experience
FOR EXPERIENCED ADVISORS:
· Competitive payouts
· Office space, laptop, staff support provided at no cost
· Dedicated transition support
· Vast array of broker dealer &amp; investment advisory platforms
· Succession planning
· Opportunity to teach workshops through firm led programs
· Ability to mentor or build a team with candidates sourced by firm
FOR INEXPERIENCED ADVISORS:
· Training which includes licensing exam study materials
· Paid apprenticeship and a 48-month paid Residency
· Office space, laptop, staff support provided at no cost
· Mentor relationships
· Product specialist support
Virginia Asset Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice to the next level and/or develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today!
Becoming a Financial Advisor at Virginia Asset Management is not just another job; it’s a rewarding, lifelong career.
COMPANY DESCRIPTION:
Under the leadership of Michael R. White and Christopher E. Williams, Virginia Asset Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in Midlothian and has additional office locations throughout Virginia, Raleigh, NC, and Aliquippa, PA.
We’re everything you want your financial services company to be. As an independent firm, we can provide you with sound, comprehensive financial solutions tailored to your unique situation. Many of our advisors have been here since the firm inception in 1986, so you can rest assured knowing that you are receiving quality financial advice and services from a tenured group of experts.
· Our mission is to build relationships that last a lifetime
· Our vision is to be recognized and respected as a premier financial services firm by providing professional advice, quality products and excellent service
· Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company and broker dealer firm
Company DescriptionVirginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients. 
<h3>Company Description</h3>
Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients.

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