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Req ID: 76675 Location: Tulsa -TUL Areas of Interest: Human Resources Pay Transparency Salary Range: Not Available Application Deadline: 08/01/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> At BOK Financial, we in Human Resources are proud to be at the heart of the company’s success, championing a culture where people feel valued, supported, and empowered to grow. Our team leads the way in attracting exceptional talent, developing skills, and ensuring a workplace that reflects our shared values of excellence, collaboration, and innovation. By aligning our strategies with the company’s mission, we help create an environment where every employee can thrive and contribute meaningfully to our collective goals. <h2>Job Description</h2> The Director, Talent and Organizational Development is responsible for the leadership and strategic direction of learning and development to support organizational business objectives. This individual is responsible for creating and executing a comprehensive learning strategy to engage, develop, and retain the talent base required for continued growth at BOK Financial. This includes the formal needs assessment, design, deployment, and evaluation of learning programs including sales training, credit training, leadership and management development, employee development, career pathing, core competencies, and change management. This individual is responsible for partnering with the CHRO, the HR Leadership Team, line of business/market leaders, senior leaders, and the Executive Leadership Team to ensure that learning aligns with business objectives. <h2>Team Culture</h2> Our culture is built on inclusivity, transparency, and continuous improvement, encouraging open communication and valuing every employee. We emphasize diversity and employee well-being through regular training, enhancing job satisfaction and productivity. This approach creates a highly engaged, empowered workforce that drives the company's success and long-term strategic goals. <h2>How You'll Spend Your Time</h2> <ul> <li>You will develop a forward-looking vision for talent and organizational development aligned with BOKF’s strategic goals.</li> <li>You will inspire stakeholders by promoting the value of a high-performing, inclusive, and agile workforce.</li> <li>You will translate business strategy into a people strategy focused on capabilities, culture, and leadership.</li> <li>You will champion innovative talent practices that support continuous learning and adaptability.</li> <li>You will establish a roadmap to scale organizational capability, leadership depth, and employee development.</li> <li>You will lead a team to manage and expand leadership and development programs across the organization.</li> <li>You will measure and improve learning outcomes using data-driven insights and ROI strategies.</li> <li>You will collaborate across the enterprise to embed learning tools, best practices, and a culture of development.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is acquired through completion of a Master’s Degree (or higher) and 15+ years of organizational development, human resources, talent identification, talent development and/or talent management experience. Executive coaching certification, master facilitator certification, and 10+ years of management experience preferred. <ul> <li>Expertise in organizational development, internal consulting approaches, models, tools and practices needed to conduct needs assessments, determine root cause, and develop organization and talent development solutions</li> <li>Proven track record of successful organizational design, change management, team effectiveness, and organizational diagnostic interventions and initiatives</li> <li>Experience in designing, developing, and facilitating innovative leadership development programs that align with business strategy and objectives</li> <li>Knowledge of and experience with assessment and competency models/performance management</li> <li>In-depth knowledge of talent identification and succession planning</li> <li>In-depth knowledge of eLearning infrastructures, strategies, processes and procedures</li> <li>Extensive budget management and vendor selection experience</li> <li>Experience in measuring and evaluating learning impact; Ability to tell a story using data</li> <li>In-depth knowledge of talent identification and talent development strategies</li> <li>Strong analytical and project management skills: Pulls together information from a variety of sources in a user-friendly, business driven manner</li> <li>Executive presence with persuasive business communication, presenting and writing skills</li> <li>Certification as an executive coach and master facilitator preferred</li> <li>Curriculum development experience required</li> <li>Banking industry knowledge strongly preferred</li> </ul> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Director, Talent and Organizational Development

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Team Financial Advisor Business Development Program The Merrill Wealth Management Team Financial Advisor (TFA) engages in: <ul> <li>Developing a book of business in order to meet and exceed the required performance hurdles</li> <li>Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs</li> <li>Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences</li> <li>Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan</li> <li>Planning and managing resources (time, people, budget) to run a productive practice</li> <li>Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client</li> <li>Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies</li> <li>Completing mandated training, assessments, performance goals and continuing education requirements</li> </ul> The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team. The Team Financial Advisor receives: <ul> <li>The strength and name recognition of Merrill and Bank of America.</li> <li>World class training throughout their career with Merrill Wealth Management</li> <li>State of the art software programs to assist in your success</li> <li>Access to a full array of investment and banking products for your clients</li> <li>Coaches or mentors located within your office to work with you towards your success</li> </ul> Ideal candidates: The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal. Essential Duties and Responsibilities: <ul> <li>Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.</li> <li>Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).</li> <li>Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.</li> <li>Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products &amp; services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.</li> <li>Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.</li> </ul> Required Qualifications <ul> <li>Proven ability to engage with and influence others</li> <li>Exceptional interpersonal and relationship building skills</li> <li>Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility</li> <li>Proven ability to assess needs of clients and recommend appropriate solutions/interventions </li> <li>Proven ability to work collaboratively on a team and with key partners</li> <li>Proven ability to listen and probe for clarity and understanding</li> <li>Goal and results oriented</li> <li>Ability to source clients through prospecting and networking</li> <li>Ability to work in an environment where the majority of your compensation is tied to your performance</li> <li>Strong follow-through skills</li> <li>Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel</li> </ul> Desired Qualifications <ul> <li>At minimum a Bachelor’s Degree</li> <li>Demonstrated track record of success</li> <li>Proficiency in using Sales Force / Client Relationship Manager Tool</li> <li>Strong understanding of the Financial Advisor role</li> </ul> This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Merrill Team Financial Advisor

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Seeking an experienced product development manager to support the build-out and growth of our Fixed Income trading platforms. This role sits within the FICC E-Trading &amp; Market Structure team in Global Markets. This horizontal team works across all FICC lines of business, enabling both Bank of America and its clients to benefit from new electronic trading strategies and products, evolving liquidity, and changes in market structure. The team works with venues and vendors to identity new use cases and strategic investment opportunities. The team partners with colleagues at all levels of Global Markets and collaborates with other teams across Quant, Technology, COO, Legal and Compliance to bring complex projects to fruition in a demanding and fast-moving trading environment. Key Responsibilities <ul> <li>Coordinating product development across the FICC domain, with a particular focus on Fixed Income products, especially Mortgages</li> <li>Defining product strategy and ensuring alignment with the broader FICC business’s strategy</li> <li>Collaborating with Technology and Quant teams to ensure cohesive and timely delivery of trading functionality</li> <li>Acting as the Product Owner for key trading platform components</li> <li>Overseeing venue and vendor partnerships and acting as a sounding board for strategic investments</li> <li>Leveraging data analytics and changes in market structure to inform product and business strategy</li> <li>Ensuring product development aligns with compliance and governance requirements</li> </ul> Required Qualifications <ul> <li>Bachelors level degree, with a preference for STEM or Finance, or equivalent work experience</li> <li>Extensive knowledge and experience in one or more FICC products such as Mortgages, Repo or Rates</li> <li>Understanding of other Fixed Income products such as Credit, Derivatives, or ETFs is a distinct advantage</li> <li>Familiarity with the full trading and risk lifecycle in a Principal-trading environment</li> <li>Understanding of design best practices in electronic trading and risk management</li> <li>Strong organizational skills and an ability to influence change and drive consensus</li> <li>Experience with Agile methodologies (Scrum, Scaled Agile) and tooling (Jira) is beneficial</li> <li>Must work well in a collaborative team environment and be willing to adapt to new responsibilities over time</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

FICC Product Manager

Acuren

Intermediate CP Technician - Corpus Christi, TX

Oklahoma Heart Hospital

MA, Medical Assistant/Secretary- Dr. Saeed

Job TitleSenior Manager, Talent AcquisitionJob Description SummaryThe Senior Manager, Talent Acquisition is instrumental in ensuring that talent is a key source of competitive advantage for C&amp;W's ongoing growth and success. This extraordinary leader will partner with the People Team &amp; Business leaders to design and implement strategic talent acquisition strategies to meet current and future business objectives.Job DescriptionResponsibilities:<ul> <li>Delivering talent sourcing and recruiting services to key C&amp;W business units.</li> <li>Partnering closely with the respective business unit HR Leaders and leading the strategy and development of innovative solutions to meet the staffing needs of the global organization in order to cost effectively deliver world class talent across the organization.</li> <li>Supporting the development of workforce plans, integrated at the enterprise-wide level.</li> <li>Defining short and long-term strategic sourcing plans and strategies to identify best in class talent both internally and externally.</li> <li>Integrating analytics to guide &amp; drive talent sourcing &amp; recruiting strategies, capabilities, and initiatives.</li> <li>Proactively managing the talent supply chain (i.e. internal talent pools, external talent sourcing channels such as online media, employee referrals, and search firms) and identifying creative ways to ensure C&amp;W has access to the best talent in the world to fill current and future openings.</li> <li>Ensuring the high performance of teams by hiring and developing highly skilled talent who are relationship-oriented, client-focused, and results-driven and who possess deep business acumen.</li> <li>Monitoring/ensuring compliance with employee-related legislation and internal policies and practices.</li> <li>Actively participating in HR initiatives and projects by working effectively with global HR team members.</li> <li>Putting Business First: Is primarily concerned about the well-being of the corporation and sustaining its growth and values people - understands that growth is only sustained by capable, engaged, and accountable employees.</li> <li>Innovating: Is always searching for an improved way to achieve better outcomes sourcing and selecting talent and gets the fundamentals - focuses on flawless execution of the basic processes for acquiring talent both internally and externally.</li> </ul>Qualifications: <ul> <li>BA/BS required</li> <li>7+ years of Talent Sourcing and Recruiting leadership experience in complex global organizations</li> <li>5+ years of experience leading teams and managing people managers</li> <li>Ability to translate business strategies into critical workforce strategies/initiatives</li> <li>Ability to collaborate and work cross-functionally across various levels within the organization</li> <li>Ability to inspire others to achieve high standards and adapt to change in order to reach the desired result.</li> <li>Ability to be decisive, seize opportunities, and ensure fast implementation.</li> <li>Ability to quickly respond to the changing needs of a dynamic organization</li> <li>Recruitment process management</li> <li>Strong organizational, analytical, consulting, relationship-building, and influencing skills</li> <li>Ability to identify issues and formulate solutions</li> <li>Result- oriented with an open and candid communication style</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $119,000.00 - $140,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Senior Manager, Talent Acquisition

Job TitlePortfolio Strategy LeadJob Description SummaryThe Portfolio Strategist will be dedicated to one or more of Cushman &amp; Wakefield’s most dynamic client accounts. In this role, you will collaborate closely with peers and the account team to support a client's strategic real estate vision. As the Portfolio Strategy Lead, you will maintain a thorough understanding of a client’s global real estate portfolio and oversee optimization efforts, including the ongoing management of a comprehensive Plan of Record. With support from complementary account team members, you will oversee portfolio optimization initiatives and progress towards client’s enterprise goals.Job DescriptionESSENTIAL DUTIES AND RESPONSIBILITIES<ul> <li>Ability to think strategically and creatively, to articulate client challenges and demonstrate how the real estate portfolio strategy can address enterprise business objectives.</li> <li>Gather data across a broad range of sources, perform careful analysis, synthesize trends into takeaways and prepare thoughtful reporting for executive review. This detail-oriented professional will play a critical role in helping our account teams identify strategic opportunities, mitigate risk, and bring real estate opportunities to life. </li> <li>Responsible for providing analytical support, research, and Business Intelligence report development that supports real estate strategy workstreams across a client’s real estate portfolio. Ability to develop a storyline and executive deliverables that aid stakeholder consensus and approval.</li> <li>Strong eye for executive infographics, distilling complex data sets to action-oriented insights.</li> <li>Support client’s internal approval protocols; this includes developing a storyline and deliverables that result in stakeholder consensus and approval. Carefully document potential cost implications, risk and timeline impacts for key strategic initiatives. </li> <li> Support client’s internal capital and budget planning processes, as required. Rationalize our client’s forward-looking pipeline with asset-level Plan of Record documentation.</li> <li> Coordinate with the account team and client stakeholders to ensure tracking and reporting of client(s) deliverables. Provide cross-functional partnership with transactional teams and client stakeholders.</li> <li>Perform outreach to account leaders to diagnose challenges and problem areas, then drive &amp; facilitate the delivery and presentation of insights &amp; analytics related to those challenges.</li> <li>Track programmatic delivery to accounts and the outcomes of that delivery with the account teams.</li> <li>Collaborate with global team members in the development of innovative analytics, tools, and processes</li> <li>Perform industry research and analysis, helping to benchmark client activities to industry best practice.</li> <li>Manage analytical projects/program which may include business intelligence and geospatial reporting.</li> <li>Ensure portfolio-wide SLA’s &amp; KPI’s are achieved and aligned with contractual agreements.</li> <li>Support ad-hoc strategic projects as client needs arise.</li> </ul>EDUCATION and EXPERIENCE<ul> <li>Bachelor's degree required in related field.</li> <li>5-10+ years of experience in a real estate portfolio strategy or strategic consulting position.</li> <li>Comfort in broad real estate asset types is preferred</li> <li>Experience in Microsoft Power BI, Tableau, Alteryx and/or ESRI is a great value-add but not required.</li> <li>Prior experience in commercial real estate is required.</li> <li>Demonstrated leadership, self-management, and problem resolution skills. Ability to manage, review, and analyze a large volume of transactions globally.</li> <li>Excellent interpersonal skills and ability to work in a team environment.</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $144,500.00 - $170,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Portfolio Strategy Lead

Oklahoma Surgical Hospital

Orthopedic Registered Nurse RN - ECB (as needed) - 7p-7a

Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience <ul> <li> Asset &amp; Income Protection</li> <li> Education Funding</li> <li> Investment &amp; Advisory Services</li> <li> Trust Services</li> <li> Retirement Solutions</li> <li> Business Needs Analysis </li> </ul>Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: <ul> <li> Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience </li> <li> Build personalized, holistic financial plans tailored to every client’s unique needs </li> <li> Manage your client’s financial plans to help them achieve their goals </li> <li> Grow relationships with clients to support them through every stage of life </li> </ul> Training, licensing &amp; designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation &amp; Benefits <ul> <li> Performance-based earnings and revenue 1 :</li> <ul> <li> A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) </li> <li> Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) </li> </ul> <li> Additional income structure to support training and early development </li> <li> Renewal income earned for continued client support and policy management </li> <li> Bonus programs and expense allowances </li> <li> Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more </li> <li> Certified Financial Planner® licensing support 2 </li> <li> Fully company-funded retirement package and pension plan </li> <li> Competitive and comprehensive medical, vision, and dental plans </li> <li> Life Insurance and Disability Income Insurance </li> <li> Parental benefits at every stage of family planning </li> </ul> Qualifications You could be right for this opportunity if you have: <ul> <li> Bachelor’s degree </li> <li> Entrepreneurial ambitions to be a business owner </li> <li> History of success in relationship-building or client-facing roles </li> <li> Excellent time-management skills </li> <li> Desire for continuous learning and collaboration </li> <li> Proficient critical thinking skills </li> <li> Strong communicator </li> <li> Strong sense of motivation and drive </li> <li> Legal authorization to work in the US without sponsorship </li> </ul>Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. <ul><li>Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. </li></ul>1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Northwestern Mutual

Financial Advisor

Project Accountant 3 Why Manhattan? Manhattan Construction Company is a family of builders committed to developing teams who do the right thing for our projects, our clients, and each other. Every year, we celebrate team members who have been with the company for 10, 20, 30, and even 40-plus years. What is it about Manhattan that makes people stick around for decades? We offer large company benefits and professional development opportunities with the care and concern of a family-owned business. At Manhattan, you get: <ul> <li>Competitive pay and benefits.</li> <li>A positive, friendly, and team-oriented workplace with caring leadership.</li> <li>Professional development and leadership programs.</li> <li>To work on exciting projects for your community.</li> <li>Security and stability working for a financially strong company.</li> <li>More opportunities to grow your career through our multiple U.S. office locations and affiliated companies.</li> </ul> Check out the details in our Career Development Booklet on our website: <a href="http://www.manhattanconstructioncareers.com" target="_blank">www.manhattanconstructioncareers.com</a> If Manhattan sounds like the place for you, share your resume with us! POSITION SUMMARY: The Project Accountant 3 (PA3) holds the qualities and responsibilities of the PA2, as well as a focus on project reconciliation efforts and development and training of the regional accounting workgroup. The position works under direct supervision of the Project Manager, with guidance from the Director of Project Accounting, and assists in the development and execution of the billing strategy of the Project Execution Plan. This position must demonstrate strong organizational and time management skills, strong communication and client service skills, and strong analytical skills while pursuing timely resolution. MAJOR DUTIES &amp; RESPONSIBILITIES: <ul> <li>Process all material and subcontractor invoices for approval and inputs into the accounting system</li> <li>Review subcontractors pay application information, including current contract value, stored materials, owner direct purchasing, and retainage, and communicate irregularities to the Project Manager and Subcontractor as appropriate</li> <li>Requests, collects and files partial and final releases of liens</li> <li>Tracks and assists with subcontractor insurance compliance renewals</li> <li>Request and obtain valid W-9s for new vendors</li> <li>Collects and processes Certified Payrolls when required</li> <li>Receives and processes payroll for hourly employees</li> <li>Assists with onboarding, development, and training for regional accounting workgroup; may be assigned a direct report</li> <li>Assists with the project setup process, including but not limited to Job Cost Budgets, and can independently verify Staff Rates, escalation, equipment inclusion/exclusions, etc.</li> <li>Assists in the review of owner contracts to identify contractual terms for accounting and billing requirements with the project team and aids in the strategy of meeting requirements in Contract Abstract and Project Execution Plan</li> <li>Attends ‘pencil-copy’ meetings with subcontractors and Owners</li> <li>Assists with assigned projects’ PSR reviews and meetings</li> <li>Routinely performs reconciliation and audit reviews to identify any over/under variances; communicates effectively and pursues resolution</li> <li>Works with Project Manager to create and monitor Billing Forecasts and change management; communicates with Owner regarding billings that include agreed upon forecasted cost (Insurances, General Conditions, etc.)</li> <li>Prepare and process Owner billings on a schedule of values in accordance with contract requirements and MCC Standards (in ERP)</li> <li>Generate billing backup detail and reconcile billings against job cost per MCC Standards</li> <li>Prepare Job Cost Corrections as required</li> <li>Reviews and provides guidance with NR forecasting to ensure its accuracy with respect to actual cost incurred</li> <li>Consistently manages the AP/AR process in VISTA</li> <li>Coordinates vendor payments with Corporate AP staff to ensure company policy is followed prior to payment, including adherence to pay-if-paid provisions </li> <li>Set up and maintain general, subcontractor correspondence and accounting files in document control system</li> <li>Helps maintain records of computer-related equipment and prepares equipment transfers as needed</li> <li>Demonstrates understanding of various delivery methods, seeks additional experience with a variety of project sizes and type; works across multiple projects with varying sizes and complexities</li> <li>Provide general administrative support to the project team as requested</li> <li>Responsible for conducting themselves in accordance with our Guiding Principles and exhibiting attributes matching the Way We Work.</li> <li>Other duties as assigned</li> </ul> JOB SKILLS &amp; ABILITIES GUIDELINES: <ul> <li>Strong computer skills are required. In addition to proficiency in Microsoft Office applications, the ability to learn new programs/systems quickly is essential. </li> <li>Comfortable working in a paperless environment; experience working Vista or similar ERP</li> <li>Good time management and organizational skills</li> <li>Ability to understand and follow instructions</li> <li>Functions actively and effectively as part of a team</li> <li>Demonstrated understanding of various delivery methods and ability to work across multiple projects of various size and complexity</li> <li>Proven ability to analyze, identify, and resolve issues with AR and AP timely </li> </ul> MINIMUM QUALIFICATIONS: <ul> <li>High school diploma or GED </li> <li>4-year bachelor’s degree or relevant Accounting experience</li> <li>Minimum 6 years of industry experience </li> </ul> WORKING CONDITIONS AND PHYSICAL EFFORTS: <ul> <li>Ability to physically stand, bend, sit for long periods, and squat throughout the day.</li> <li>Ability to repeat the same movements.</li> <li>Ability to communicate effectively to participate fully in meetings, video conferences, and phone calls.</li> <li>Use hands to type, handle, control, or feel objects, tools, or control.</li> <li>Occasionally lift, pull, or move up to 25 lbs.</li> <li>Occasional travel will be required, primarily in the metropolitan area but sometimes domestically (must have a valid Driver’s License).</li> </ul> About Manhattan Founded in 1896, Manhattan is a top-ranked national construction services firm that provides preconstruction, construction management, program management, general building, and design-build services. Manhattan’s award-winning portfolio includes mission-critical, sports, healthcare, government, education, laboratory, aviation, transportation, convention, casino, and hospitality facilities. Manhattan is a: <ul> <li>20-time Associated Builders and Contractors (ABC) Accredited Quality Contractor (AQC)</li> <li>ABC 2019, 2020, 2021, 2022, and 2023 Top Performing Contractor</li> <li>Ten-time STEP Diamond Safety Award Winner</li> <li>2017, 2021, and 2022 National Safety Pinnacle Award winner</li> <li>2023 Great Company To Work For (Oklahoma Magazine)</li> </ul> Under the fifth generation of Rooney family ownership and headquartered in Oklahoma, Manhattan focuses on building trust and building excellence. We pride ourselves on our uncompromising commitment to ethical conduct, safety, and making fiscally sound business decisions to support our clients’ long-term goals, team members, and project partners. For the same reasons we have so many tenured team members, we also have been fortunate to work with many clients for decades, some for over half a century. Attention All Third-Party Agencies, Headhunters, and Recruiters Manhattan Construction will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to Manhattan Construction will be considered the property of Manhattan Construction. Manhattan Construction will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. Manhattan Construction will not be obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. Manhattan Construction only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with Manhattan Construction from third parties must be through our Human Resources Recruiting department. Outside recruiters are asked not to contact our hiring managers directly. Any contact made outside of the Manhattan Construction Human Resources Recruiting Department by a third party will cancel any future business relationships between the third party and Manhattan Construction.

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