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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 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! 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 Schedule: Monday - Friday, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor Stage II - Wall Financial Center

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Consumer Investments - Manhattan North Market

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments- Tri-Valley Area

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 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! 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 Weekly Schedule: Monday thru Friday, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Minnesota Market

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. The Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business and their COOs and their supporting technology teams from the Chief Information Officers (CIOs)/Chief Technology Officers (CTOs). In this role, you will be supporting a group/team to develop a deep understanding of the business in order to have specialized information security risk-based discussions. This relationship will ensure a focus on the right risk priorities. You will also provide guidance on information security topics, policies and controls. Scale/Scope: • Contribute to the ongoing information security initiatives and improvements development, implementation and maintenance of information security for the line of business (LOB) • Serves as an Information Security subject matter expert and liaison with GIS teams and participates in the development, implementation and maintenance of information security programs for both the line of business (LOB) and the enterprise • Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security • Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs • Monitors information security trends internal and external to the bank and keeps LOB leadership informed about information security-related issues • Manages information security control alignment reporting to LOB Leadership. Risk Management: • Drives GIS/LOB risk deliverables • Collaborates with risk partners on info security critical priorities • Participates in senior LOB specific Risk Management &amp; Business Continuity Routines • Identifies and measures global information security (GIS) controls on most critical business processes or channels Leadership/Strategy: • Ability to build strong Partner relationships with peer technology groups and supported LOB • Supports the triage process with the client and helps them understand the GIS support structure • Drives required risk culture and partnership with peer technology teams and supported LOB • Participates in key CIO operating routines to drive information security risk strategy • Has a solid grasp of security in big data and other instructed large data structures Required Skills: • 2-5 years of experience in technology and 5 + years in information security • Must display subject matter experience in application security, vulnerability testing, system testing, and/or Agile lifecycle management • Strong LOB knowledge/experience for the type of business they are aligned to (e.g..CSBB/GBM) • 1-2 years of risk management experience or direct participation in risk management processes, including application risk classification and application control assessments. • Experience giving presentations and superb communication skills Shift:1st shift (United States of America) Hours Per Week: 40

Business Information Security Officer (BISO)

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. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for supporting Treasury Sales Officers (TSOs) with managing and growing revenue both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet the needs of the client. Responsibilities: <ul> <li>Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking</li> <li>Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning</li> <li>Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing</li> <li>Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships</li> <li>Supports clients through the implementation, client onboarding, and training activities</li> <li>Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting</li> <li>Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Presentation Skills</li> <li>Portfolio Analysis</li> <li>Relationship Building</li> <li>Critical Thinking</li> <li>Data Management</li> <li>Problem Solving</li> <li>Active Listening</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Prioritization</li> <li>Written Communications</li> </ul> Minimum Education Requirement: <ul><li>Bachelors’ degree required, ideally in Business Administration</li></ul>

Analyst/Associate, Treasury Sales Analyst, Global Payments Solution, Singapore

<ul> <li> </li> </ul> We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. FOLLOW US <h4>ARDENT HEALTH SERVICES</h4> Ardent Health Services invests in quality health care. In people, technology, facilities and communities, Ardent makes considerable investments – producing high quality care and extraordinary results. <h4>CONTACT US</h4> One Burton Hills Blvd. Suite 250 Nashville, TN 37215 (615) 296-3000 We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Copyright © Ardent Health Services. All rights reserved. Here is the google script and the instructions: Paste this code as high in the of the page as possible: Additionally, paste this code immediately after the opening tag:

Utica Park Clinic

Advanced Heart Failure/VAD Cardiologist  | Oklahoma Heart Institute (Tulsa, OK)

<h2 id="jobDescriptionHeading"> Job Description </h2> The Oklahoma Heart Institute is looking to fill a 2025 full-time physician position for an inpatient rounder. The position is weekdays only (Mon-Fri, 7:00 am to 5:00 pm) at our main campus in beautiful Tulsa. The physician will be caring for inpatients, both consults and rounds. This may include complex cardiovascular patients. No procedures will be required. Strong support staff with cardiology advanced practice providers and cardiologists. Expected Patient Load per day starts at 20 and can vary to 25 or more. There are no call, weekends, or holiday requirements for this role. The ideal candidate must be efficient with charting and focused on patient care. Be part of a team based, family approach team where we all work together and help each other. The hospital culture is welcoming and fast-paced as the team focuses on cutting-edge technology. About this Cardiology / IM Physician Job Opening: <ul> <li>PE Center of Excellence (1 of 3 in the country)</li> <li>Gold Level ELSO Award of Excellence in Life Support</li> <li>Progressive Research Department with multiple ongoing studies</li> <li>Cutting-edge technology for procedures.</li> <li>Thriving program- this is a new, planned position to support growing needs.</li> <li>Full-Time Employment (1.0 FTE)</li> <li>Schedule: Mon-Fri (7am-5pm)</li> <li>Inpatient Only</li> <li>Daily Patient Load of 20-25 and up</li> <li>No Call, Weekends, or Holiday Requirements</li> <li>EMR: Epic</li> </ul> Minimum Requirements: <ul> <li>ABIM board-certified/eligible Internal Medicine or Cardiology Physician</li> <li>Residency Trained in Internal Medicine</li> <li>Fellowship Trained in Cardiovascular Disease is a plus but not required</li> <li>Experienced and graduating Internal Medicine or Cardiology physicians are encouraged to apply!</li> </ul> Compensation Package Highlights: <ul> <li>Base Salary + wRVU production incentive</li> <li>CME allowance</li> <li>Sign-on bonus</li> <li>Medical debt assistance + Consultative services by Navigate Student Loans</li> <li>Relocation allowance</li> <li>Residency stipend</li> <li>Paid malpractice coverage</li> <li>Health benefits + Retirement plan</li> <li>Marketing + practice growth assistance</li> </ul> About Us: A part of Hillcrest HealthCare System, Oklahoma Heart Institute (OHI) is the region’s largest and most advanced hospital dedicated to preventing, diagnosing, and treating heart disease. Located on the campus of Hillcrest Medical Center, OHI combines the expertise of nationally recognized cardiovascular physicians with the region’s most advanced technology and personalized patient care. From groundbreaking research and first-time procedures to exceptional quality outcomes, Oklahoma Heart Institute has earned a reputation as one of the finest tertiary cardiovascular care programs in the country. <ul> <li>American Heart Association Get with the Guidelines Heart Failure Gold Plus, 2017, 2020, 2022 </li> <li>American College of Cardiology Chest Pain - MI Registry Gold Performance Achievement Award, 2022</li> <li>PERT </li> </ul> About Our Community: In northeastern Oklahoma, Tulsa is Oklahoma's second-largest city, beautifully situated on the Arkansas River. Home to the University of Tulsa and a population of more than 404,000, residents enjoy a thriving outdoor recreation hub and a safe metropolitan experience featuring fun eateries and amazing arts and cultural offerings. 122 mi NE of Oklahoma City ]]&gt;

100% Inpatient Rounding with the award-winning team at Oklahoma Heart Institute

<h3>What skills and qualities would make someone a good fit for this job?</h3> <ul> <li>Excellent communication skills</li> <li>Compassion and empathy</li> <li>Good time-management skills</li> <li>Good problem-solving skills</li> <li>Strong organizational skills</li> <li>CNA Required</li> </ul> First, you’ll need to get your high school diploma or equivalent. If you’re an entry-level activities assistant with no training, many employers will provide on-the-job training in case management, which means working with clients from a variety of backgrounds. <h2>Job Responsibilities</h2> <ul> <li>Interview clients to understand needs</li> <li>Share information about programs and community resources</li> <li>Work with more experienced social and human services workers to find solutions</li> <li>Screen clients for program eligibility </li> <li>Provide administrative support, such as filling out service paperwork for clients</li> <li>Schedule interviews between clients and service providers</li> <li>Follow up with clients </li> <li>Keep records of conversations</li> </ul>

The Highlands at Owasso

Activities Assistant

SUMMARY Reporting to the Sr. Director, Cause Marketing &amp; Workplace Giving, the Corporate Development Officer (CDO) – Cause Marketing is responsible for cultivating new national and global corporate cause marketing partnerships in support of Habitat for Humanity International’s mission. The CDO will work closely with development leadership and key HFHI program stakeholders to maximize fundraising opportunities primarily in support of Habitat’s Global Impact Fund. In addition, the CDO will actively manage a pipeline and portfolio of current Cause partners and prospects, including multi-national corporations and national media/PR agencies. The DCO will be responsible for a revenue goal of $3-5 million annually. ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul> <li>Solicit New Prospects and Manage Current Cause Partner Relationships<ul> <li>Maintain a pipeline of vetted partnerships through systematic and ongoing prospecting activities; qualify prospects and design effective partnership programs; implement effective diversification of the partner industry portfolio; and develop and present compelling comprehensive solicitation plans.</li> <li>Work in collaboration with Habitat local affiliates/offices to cultivate opportunities for national partnership.</li> <li>Work in collaboration with other Corporate Development Officers as a subject matter expert for cause marketing.</li> <li>Steward Workplace Giving partners to more robust giving plans.</li> </ul> </li> <li>Strategic Planning<ul> <li>Implement tools and strategies to increase partner engagement in cause marketing initiatives and other sources of unrestricted revenue, including leveraging partners’ employee and customer spheres of influence to fundraise on behalf of HFHI.</li> <li>Partner with HFHI Marketing and Communications, key Resource Development teams and other organizational stakeholders to identify opportunities to collaborate to unveil new cause marketing prospects and opportunities.</li> <li>Stay current on consumer trends, and best practices in cause marketing, retail, digital and corporate sponsorship; convert insights into actionable programs and new revenue streams. Define account-specific strategies that deepen partner engagement with Habitat and foster mutually beneficial, sustainable, mission-centered partnerships.</li> <li>Identify strategies to best collaborate with Habitat local affiliates/offices to unveil partnership opportunities.</li> </ul> </li> <li>Partner Stewardship<ul> <li>Ensure 100% partner satisfaction through thoughtful stewardship and best-in-class customer service.</li> <li>Maintain and expand base of corporate partner relationships through on-going communication and solicitation as appropriate; ensure timely renewals and continued partnership growth YOY, particularly as it pertains to support of the Global Impact Fund.</li> <li>Leverage opportunities for high-touch stewardship such as invitations to HFHI events and executive-led volunteer experiences, customized stewardship reports, etc.</li> </ul> </li> <li>Collaboration<ul> <li>Collaborate with Resource Development peers in structuring/managing cause marketing and multi-national partnerships.</li> <li>Establish strong relationships with HFH affiliate Executive Directors and resource development teams as well as HFHI regional staff; support the collaborative development efforts among Habitat for Humanity entities including the identification of opportunities to share prospects with HFHI resource development colleagues and local Habitat affiliates, as appropriate. Consistent and ongoing collaboration with Habitat local affiliates/offices to unveil partnership opportunities.</li> </ul> </li> <li>Administration, Reporting &amp; Analysis<ul> <li>Design systems for metrics tracking, analytics, and knowledge sharing, providing accurate activity and pipeline reports including revenue and expense forecasts as required.</li> <li>Maintain current prospect and partner records in donor management system.</li> </ul> </li> <li>Other related duties as assigned.</li> </ul> MINIMUM REQUIREMENTS:<ul> <li>Bachelor’s Degree.</li> <li>3-5 years of experience in fundraising and cause marketing and/or prospect development.</li> <li>Experience in securing complex, six-and seven-figure multiyear commitments from Fortune 500 companies.</li> <li>Working knowledge of principles of corporate social responsibility, cause marketing, employee engagement and sponsorship preferred.</li> <li>Experience with international partnership strategy and development.</li> <li>Superior skills in project management, metrics, analytics, and reporting.</li> <li>Highly collaborative; optimistic personality with winning relationship skills to build internal and external partnerships. </li> <li>Creative, quick thinker who thrives in brainstorm sessions and who can think past obstacles to achieve a bigger vision.</li> <li>Highly proactive and autonomous, capable of driving projects in a complex and layered organization.</li> <li>Outstanding oral and written communication skills with excellent interpersonal, presentation and negotiation skills.</li> <li>Solution-oriented with commitment to delivering excellent internal and external customer service.</li> <li>Ability to complete multiple projects concurrently while balancing competing priorities; ability to meet deadlines.</li> <li>Ability to effectively manage HFHI resources including travel expenses.</li> <li>Computer literate; able to use word-processing, spreadsheet, database, and project software.</li> <li> Active support of HFHI Values:<ul> <li>Humility – We are part of something bigger than ourselves.</li> <li>Courage – We do what’s right, even when it is difficult or unpopular.</li> <li>Accountability – We take personal responsibility for Habitat’s mission.</li> </ul> </li> <li>Safeguarding: HFHI requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of Habitat for Humanity’s code of conduct.</li> </ul> PERFERRED – In addition to minimum requirements:<ul><li>Knowledge of and passion for Habitat’s worldwide mission preferred.</li></ul> BENEFICIAL BUT NOT REQUIRED:<ul> <li>New business agency experience a plus</li> <li>Shopper marketing experience a plus</li> </ul> The actual salary offered for this role will be based on a variety of factors, including location, internal equity and the candidate’s qualifications and professional experience. HFHI offers a competitive, comprehensive benefits package that varies by country and typically includes vacation leave, sick leave, personal days, health insurance options, retirement plan contributions and life insurance. For work locations in the US, the hiring range for this position is $86,700 to $102,000. #LI-RM1 #LI-Hybrid #LI-Remote

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