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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. Job Description: This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. 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. Role is designed to allow employees to study and obtain all required registrations • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. • SAFE ACT Registration • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”) • Obtain and/or maintain at least one firm approved designation within specified timeframe • Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management • Possess and demonstrate strong communication skills • Understanding of how to deliver a strong overall client experience • Thorough knowledge and understanding of the suite of Wealth Management products and services • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once • Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels • Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority • Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growth • SAFE ACT Registration; ADV-2B Required • Obtain and/or maintain at least one firm approved designation • Possess and demonstrate strong communication skills • Ability to lead through collaboration and influence without direct authority • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once • Thorough knowledge and understanding of the suite of Wealth Management products and services • Proven ability to manage risk and support sound decisions • Ability to research escalated client issues for response/resolution Shift:1st shift (United States of America) Hours Per Week: 37.5

Bank of America

Wealth Management Specialist - Non-Registered

Ro is a direct-to-patient healthcare company with a mission of helping patients achieve their health goals by delivering the easiest, most effective care possible. Ro is the only company to offer nationwide telehealth, labs, and pharmacy services. This is enabled by Ro's vertically integrated platform that helps patients achieve their goals through a convenient, end-to-end healthcare experience spanning from diagnosis, to delivery of medication, to ongoing care. Since 2017, Ro has helped millions of patients, including one in every county in the United States, and in 98% of primary care deserts. Ro has been recognized as a Fortune Best Workplace in New York and Health Care for four consecutive years (2021-2024). In 2023, Ro was also named Best Workplace for Parents for the third year in a row. In 2022, Ro was listed as a CNBC Disruptor 50. We are growing our Finance team and looking for a detail-oriented and hardworking individual seeking an opportunity to drive change in a rapidly growing healthcare company. In this role, you’ll work closely with the Finance team and across the organization to develop complex strategic and financial analyses, financial reporting and robust financial models. Your work will be in direct support of senior members of the Finance team and Leadership at Ro. This individual will have the opportunity to have a material impact across the entire company with frequent exposure to Ro executives and their decision making processes.<h3>What You’ll Do:</h3> <ul> <li>Prepare and deliver daily/weekly/monthly leadership level reporting, providing clear and accurate commentary that evaluates key operating metrics, trends, and performance of the business</li> <li>Help build, maintain, and actualize complex financial and analytical data models</li> <li>Run ad-hoc analyses and develop models with various forecasting techniques to inform key business decisions and provide visibility into future financial performance, including potential product launches</li> <li>Identify financial trends by comparing and analyzing actual results versus plans and forecasts</li> <li>Provide flexible and dynamic support to the finance team, Ro leadership, and core investors as the company grows </li> <li>Partner with key cross-functional teams (Growth, Operations, Product, Data and Care Vertical Leads) to analyze the business and uncover actionable insights that drive improved financial and KPI performance</li> </ul><h3>What You’ll Bring to the Team:</h3> <ul> <li>1-4 years of financial modeling and strategic analysis experience, with prior experience in investment banking, management consulting, private equity, corporate finance or FP&amp;A</li> <li>Bachelor’s degree or higher in a relevant field, such as Economics, Accounting or Business Finance is a plus</li> <li>Advanced skills in Excel or Google sheets required, with experience in using BI tools (e.g. Looker, Metabase) a plus</li> <li>Strong financial analysis experience, including ability to manage large data sets and turn into actionable analysis or forecast</li> <li>Quick learner, data-driven, intellectually curious, and detail-orientedFunction effectively in a fast-paced environment, managing high priority items in a timely manner</li> <li>Successfully manage complex processes with multiple stakeholders on tight deadlines</li> <li>Exceptional verbal and written communication skills</li> <li>Ability to cultivate effective working relationships (remotely and in-person) and communicate cross-functionally across all levels of management</li> </ul><h3>We've Got You Covered</h3> <ul> <li>Full medical, dental, and vision insurance + OneMedical membership</li> <li>Healthcare and Dependent Care FSA</li> <li>401(k) with company match</li> <li>Flexible PTO</li> <li>Wellbeing + Learning &amp; Growth reimbursements</li> <li>Paid parental leave + Fertility benefits</li> <li>Pet insurance</li> <li>Student loan refinancing</li> <li>Virtual resources for mindfulness, counseling, and fitness</li> We welcome qualified candidates of all races, creeds, genders, and sexuality to apply. </ul>The target base salary for this position ranges from $93,500 to $119,500, in addition to a competitive equity and benefits package (as applicable). When determining compensation, we analyze and carefully consider several factors, including location, job-related knowledge, skills and experience. These considerations may cause your compensation to vary. Ro recognizes the power of in-person collaboration, while supporting the flexibility to work anywhere in the United States. For our Ro’ers in the tri-state (NY) area, you will join us at HQ on Tuesdays and Thursdays. For those outside of the tri-state area, you will be able to join in-person collaborations throughout the year (i.e., during team on-sites). At Ro, we believe that our diverse perspectives are our biggest strengths — and that embracing them will create real change in healthcare. As an equal opportunity employer, we provide equal opportunity in all aspects of employment, including recruiting, hiring, compensation, training and promotion, termination, and any other terms and conditions of employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, familial status, age, disability and/or any other legally protected classification protected by federal, state, or local law. See our California Privacy Policy <a href="https://ro.co/job-applicant-privacy-policy/" target="_blank">here</a>.

Senior Analyst, FP&A

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryUtilization Management is a 24/7 operation and work schedules will include weekends, holidays, and evening hours.<ul> <li>Utilizes clinical experience and skills in a collaborative process to assess, plan, implement, coordinate, monitor and evaluate options to facilitate appropriate healthcare services/benefits for members.</li> <li> Gathers clinical information and applies the appropriate clinical criteria/guideline, policy, procedure and clinical judgment to render coverage determination/recommendation along the continuum of care</li> <li>Communicates with providers and other parties to facilitate care/treatment Identifies members for referral opportunities to integrate with other products, services and/or programs</li> <li>Identifies opportunities to promote quality effectiveness of Healthcare Services and benefit utilization</li> <li>Consults and lends expertise to other internal and external constituents in the coordination and administration of the utilization/benefit management function.</li> <li>Typical office working environment with productivity and quality expectations.</li> <li>Work requires the ability to perform close inspection of hand written and computer generated documents as well as a PC monitor.</li> <li>Sedentary work involving periods of sitting, talking, listening.</li> <li>Work requires sitting for extended periods, talking on the telephone and typing on the computer. Ability to multitask, prioritize and effectively adapt to a fast paced changing environment.</li> <li>Position requires proficiency with computer skills which includes navigating multiple systems and keyboarding.</li> <li>Effective communication skills, both verbal and written</li> </ul>Required Qualifications - 2+ years of experience as a Registered Nurse in adult acute care/critical care setting - Must have active current and unrestricted RN licensure in state of residence- Utilization Management is a 24/7 operation and work schedules will include weekends, holidays, and evening hours Preferred Qualifications - 2+ years of clinical experience required in med surg or specialty area - Managed Care experience preferred, especially Utilization Management- Preference for those residing in ET, CT zones EducationAssociates Degree requiredBSN preferredAnticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$29.10 - $62.32This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 06/16/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Utilization Management Nurse Consultant

Salary Range $62,400 - $80,200*Job Description:Saks is a world-renowned luxury ecommerce destination. The company’s unique approach combines a focus on the digital customer experience with a strong connection to a network of extraordinary stores that extends that seamless experience into the real world.On its website and app, Saks offers an unparalleled selection of curated merchandise across fashion for women and men, beauty, jewelry, home décor and more. In addition to the shopping experience, customers come to Saks for inspiring editorial content, access to digital stylists, lifestyle experiences and other world-class services.Role SummaryProvide financial decision support and be a trusted internal partner to the leadership and operation teams. Provide analysis to lead key decisions that align with company strategy. Prepare monthly routine financial reporting along with any ad hoc projects. Maintain partner relationships and provide support when needed. Identify trends and partner with business partners on variance analysis and forecasting. The requirements listed below are representative of the knowledge, skills and/or ability required.Role Description<ul> <li>Prepare month-end financial P&amp;L reports using excel based financial models.</li> <li>Assist in the preparation, maintenance, and analysis of all Operating Expenses. </li> <li>Maintain general ledger accounts through various systems.</li> <li>Consolidate month-end financial reporting to update organizations Models.</li> <li>Partner with the broader Finance/Accounting teams to support the Company’s 13-week cash flow forecast.</li> <li>Provide variance analysis monthly, quarterly and annually.</li> <li>Partner with operations teams to prepare annual operating plans.</li> <li>Prepare materials for key cross-functional meetings to report results</li> <li>Support a wide variety of business decisions with analyses and presentations</li> <li>Provide support for ongoing ad hoc analysis.</li> <li>Other duties as assigned. Knowledge, Skills and Abilities</li> </ul>Key Qualifications<ul> <li>Bachelor's degree in finance, accounting or related field</li> <li>1-3 years of experience</li> <li>Proficient in excel and power point</li> <li>Knowledge of Oracle EPM and Essbase desirable</li> <li>Strong written and oral communication skills with the ability effectively summarize and present complex financial data and assumptions to non-finance business partners</li> <li>Proficient financial modeling skillset</li> <li>Highly detail-oriented, motivated self-starter with strong organizational, analytical and problem-solving skills</li> <li>Ability to manage multiple tasks/projects and prioritize in a dynamic environment</li> </ul>Your Life and Career at Saks:● Exposure to rewarding career advancement opportunities● A culture that promotes a healthy, fulfilling work/life balance● Benefits package for all eligible full-time employees (including medical, vision and dental).● An amazing employee discountThank you for your interest with Saks. We look forward to reviewing your application. <h3>Saks provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Saks complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. </h3><h3>Saks welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used. </h3>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.Saks.com is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *The above expected salary range may have some variability based upon factors including, but not limited to, a candidate’s overall experience, qualifications, and geographic location. If you are interested in the role, we encourage you to apply and, if selected to move forward in the interview process, you will have a chance to speak with our recruitment team regarding your specific salary expectations.

Saks Fifth Avenue

Financial Analyst, Corporate

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.At Workday, we value our candidates’ privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers. Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.About the TeamWorkday’s Consulting teams are driven by a passion for our products and the success of our customers in implementing our best in class cloud solutions. We’re a diverse group of people, with an invaluable mix of experience and backgrounds, located across multiple locations within the region. We are often remote from one another but that doesn’t stop our sense of collaboration, supportiveness, and fun.About the RoleWe are looking for a hardworking, innovative and collaborative Absence / Time Tracking / Scheduling Consultant to join our team. In this role you will ensure the successful implementation of the Workday Absence, Time Tracking and Scheduling solutions with customers through product and implementation expertise. The ideal candidate for this position should have extensive experience implementing or supporting Absence / Time Tracking / Scheduling systems, requirements capturing, configuration, data conversion, and testing. You should be detail oriented, self-motivated, proactive, results-oriented and able to successfully partner with customers and your project team. Be ready to be challenged and have fun!<ul> <li>Master at least two of the following Workday modules: Absence, Time Tracking, Scheduling.</li> <li>Perform the following on a client engagement: understand client business requirements, configure the Workday solution, demonstrate the configurations through the development of prototype systems, assist the client in testing the Workday solution.</li> <li>Work with the client to help convert legacy data into Workday.</li> <li>Assist the Integration team in helping to configure and test integrations between Workday and third party/custom solutions.</li> <li>Understand Workday’s Implementation Methodology and use it on all client engagements.</li> <li>Ensure the client takes advantage of Workday's proven solutions.</li> <li>Mentor and share product knowledge with other consultants.</li> <li>Help deliver successful project outcomes and lasting client relationships.</li> </ul>About You"Proven mentorship skills, with the ability to foster individual growth and development through effective communication, constructive feedback, and goal setting, are highly valued." "Strong influencing skills, including persuasive communication and the ability to drive consensus and effectively collaborate with stakeholders, are crucial." Basic Qualifications: Senior Absence/Time Tracking/Scheduling Functional Consultant<ul> <li>A minimum of 5 years implementing two of the following solutions: Absence, Time Tracking, Scheduling.</li> <li>Previous consulting experience with a consulting/software company required.</li> <li>Experience implementing Workday or similar applications.</li> </ul>Basic Qualifications: Principal Absence/Time Tracking/Scheduling Functional Consultant<ul> <li>A minimum of 10 years implementing two of the following solutions: Absence, Time Tracking, Scheduling.</li> <li>Previous consulting experience with a consulting/software company required.</li> <li>Experience implementing Workday or similar applications.</li> </ul>Other Qualifications<ul> <li>Functional experience - Workday Absence, Time Tracking and/or Scheduling.</li> <li>Excellent verbal, written, and interpersonal communication skills are a must, including active listening and the ability to tailor communication style to diverse audiences.</li> </ul><ul> <li>Strong industry knowledge is essential, including staying abreast of current trends, competitive landscapes, and regulatory environments to contribute to strategic planning, risk management, and identifying new opportunities.</li> <li>Strong influencing skills, including persuasive communication and the ability to drive consensus and effectively collaborate with stakeholders, are crucial.</li> <li>Proven mentorship skills, with the ability to foster individual growth and development through effective communication, constructive feedback, and goal setting, are highly valued.</li> <li>Comprehensive product knowledge, including a thorough understanding of product features, benefits, applications, and market positioning, is essential.</li> <li>Exceptional relationship management skills are crucial, with a focus on building and maintaining strong relationships with clients, partners, and colleagues to foster collaboration, loyalty, and a positive work environment.</li> <li>Proven ability to effectively gather and analyze requirements through various techniques, ensuring project clarity and alignment with stakeholder needs, is critical.</li> <li>Proven project management experience and a passion for customer service.</li> <li>Strong solutions design skills, with the ability to analyze business challenges and develop effective solutions that leverage technology and optimize resources, are highly desired.</li> <li>Expertise in strategic business consulting, including market analysis, financial acumen, and strategic planning, to drive organizational growth and performance, is strongly desired.</li> <li>Excellent task management skills, with a proven ability to prioritize, organize, and execute tasks effectively to enhance workflow and productivity, are essential.</li> <li>Exceptional teamwork skills, including collaboration, communication, and contributing to a positive and productive work environment, are vital.</li> <li>Excellent time management skills, with the ability to prioritize, organize, and effectively manage workload to meet deadlines and enhance productivity, are key to success in this role.</li> <li>Experience deploying multiple implementation projects simultaneously a plus.</li> <li>Bachelor's degree or relevant experience required.</li> <li>Ability to travel up to 30% of the time.</li> </ul> Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please <a href="https://workdaybenefits.com/us/welcome-to-workday-benefits/prospective-workmates" target="_blank">click here</a>.Primary Location: USA.IL.Chicago Primary Location Base Pay Range: $147,400 USD - $221,100 USD Additional US Location(s) Base Pay Range: $133,300 USD - $236,800 USDIf performed in Colorado, the pay range for this job is $140,400 - $210,500 USD based on min and max pay range for that role if performed in CO.The application deadline for this role is the same as the posting end date stated as below: 06/09/2025 Our Approach to Flexible Work With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Workday

Principal Absence Time Tracking Scheduling Functional Consultant

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: This job is responsible for participating in specific client and deal teams. Key responsibilities include conducting financial and statistical analysis, developing client presentations, structuring and execution activities, and assuming business development or product advisory and specialist responsibilities. Responsibilities: <ul> <li>Assists with the structuring, pricing, and execution of trades with oversight, handling day-to-day transaction needs such as reconciliation and clearing services</li> <li>Performs market and quantitative research and analysis on trends and gathers insights for recommendations to support with buying deals</li> <li>Supports in the development of trading strategies and monitors performance</li> <li>Assists in educating clients about complex structures and technical products, helping to bring new technical products to market</li> </ul> Skills: <ul> <li>Business Development</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Critical Thinking</li> <li>Financial Analysis</li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Regulatory Compliance</li> <li>Research Analysis</li> <li>Risk Analytics</li> <li>Financial Forecasting and Modeling</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Presentation Skills</li> <li>Problem Solving</li> <li>Research</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Associate, Trading Strat

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: This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Account Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Loan Structuring</li> <li>Referral Identification</li> <li>Credit Documentation Requirements</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Regulatory Compliance</li> <li>Risk Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Relationship Manager Business Banking- New York City, New York

CBRE

Business Intelligence Manager

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position Summary:The Clinical Pharmacist is an operation-based role that conducts criteria based &amp; clinical review of medical data collected to perform prior authorization as per policy and procedure. The Pharmacist/Clinician will apply clinical knowledge to plan approved criteria for reviews of cases. This role will work from CVS Caremark supported systems and take inbound calls from physicians or members regarding their pending, approved, or denied prior authorizations, internally support the Prior Auth team and member services department, as well as provide on-call after hours availability for urgent PA request as needed.This position is responsible for assisting front-line colleagues (i.e. Staff Pharmacists, LPN's and Pharmacy Technicians) with oncology process/procedural support by acting as a subject matter expert (SME) and performing any other complex tasks or addressing any escalation cases assigned by leadership. This includes providing on-the-job (OJT) training, answering questions from front-line colleagues, production support, and providing recommendations/solutions to effectively streamline systems and processes. The Pharmacist will be responsible for maintaining the most current oncology therapy knowledge through self-education.Responsibilities:1.) Evaluate and review all prior authorization requests and render coverage determinations based on clinical criteria and plan design. Includes verifying insurance coverage and eligibility, interpreting clinical guideline criteria, consulting physicians and other healthcare providers, and appropriately utilizing clinical knowledge and resources while complying with department protocols. One of the crucial responsibilities is to guarantee that the decisions regarding cases are conveyed promptly and efficiently to all the healthcare providers, health plans/employers, patients, and other healthcare professionals following agreed-upon approval &amp; denial management processes. 2.) Collaborates with the technicians and prior authorization team members to process referrals, including answering clinical questions and collecting appropriate clinical/medical data needed to perform clinical assessments and reviews as per the health plan/employer-agreed criteria within the designated service level agreements. Performs and handles inbound and outbound phone calls with technicians, prior authorization team members, physicians, healthcare providers, and/or patients to facilitate prior authorization requests, answer inquiries, and/or resolve escalations.3.) Responsible for assisting front-line colleagues (i.e. Staff Pharmacists, LPN's and Pharmacy Technicians) with oncology process/procedural support by acting as a subject matter expert (SME) and performing any other complex tasks or addressing any escalation cases assigned by leadership.4.) Assist with standard or client specific oncology review process changes as needed. 5.) Assist with writing Work Instructions when needed.6.) Works collaboratively with internal and external business partners to provide solutions for customers, colleagues, and clients.7.) Provide feedback of trends pertinent to oncology reviews.8.) Maintains professional and technical knowledge of drug and disease states for the Specialty and Non-Specialty Pharmacy programs administered within the Commercial Prior Authorization and Case Review Unit (CRU) line of business.9.) Performs other related projects and duties as assigned, including attending training sessions and development meetings, and providing on-call and after-hours pharmacist availability as needed.This is a remote role, open to qualified candidates within the United States.Essential Functions: 1. Regular and predictable attendance2. Colleague may be required to work mandatory overtime/extended work week when needed3. Colleague may be required to travel when needed4. Comply with departmental, company, state, and federal requirements when processing all information to ensure accuracy of information being provided to internal and external customers.5. Adhere to all policies and procedures6. Attend on going training and development meetingsPhysical Requirements:1. Sits at desk for long periods of time (up to 100%)2. Talking on phone for extended periods of time (up to 100%)3. Computer use for extended periods of time (100%)4. Reading a computer screen (up to 100%)5. Light lifting of less than 10 lbsWork EnvironmentColleague is responsible for maintaining a HIPAA-compliant remote workspace. Must be able to provide a quiet, uninterrupted work environment. Must have a workstation that is not accessible to common traffic and is secure from unintentional access. Must have stable personal high-speed internet and ability to hard-wire into company computer (cannot use wireless internet)Education: BS in Pharmacy or PharmD requiredBoard Certified Oncology Pharmacist (BCOP) requiredActive, unrestricted pharmacist licensure in state of residence requiredRequired Skills &amp; Other Minimum Required Qualifications: <ul> <li>Licensed Registered Pharmacist</li> <li>Board Certified Oncology Pharmacist (BCOP) required</li> <li>2+ years clinical pharmacist experience, inclusive of prior authorization experience</li> <li>Knowledge of Microsoft Office Suite: Excel and Word required; Access, Outlook, PowerPoint, Visio preferable. Keyboard skills essential.</li> <li>Must be able to multitask and utilize multiple system applications simultaneously.</li> <li>Must be able to utilize available resources independently and provide high quality work.</li> <li>Must demonstrate problem solving ability and attention to detail.</li> <li>Ability to adapt and change with workflow and shifting priorities.</li> <li>Ability to work effectively in a team environment and provide mentorship to non-clinical staff on the PA team.</li> <li>Must possess excellent written, verbal, grammar, and listening communication skills.</li> <li>Must be able to effectively communicate with a diverse customer base (internal and external) in a friendly and confident manner.</li> <li>Ability to maintain confidentiality of PHI (Protected Healthcare Information).</li> </ul>Anticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$45.43 - $101.54This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 05/12/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Clinical Pharmacist - Prior Authorization/Oncology (BCOP Required)

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. Responsible Growth is how we run our company and how we deliver 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

351 Jobs in Conshohocken, PA 19428, USA