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Spirit Aerosystems

Manufacturing Planner 2

ADA Claim Specialist Location: Virtual, but must be commutable to Oriskany, NY Employees are to report to the office once a month after training Training: IN-PERSON TRAINING for 3-12 weeks. 8:00AM-4:30PM M-F Key Responsibilities: <ul> <li>Virtual roles work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc. </li> <li> Handle, review, and administer Family &amp; Medical Leave Act standalone/ADA (as well as other leave) claims and adhere to federal and state regulatory and/or company plan requirements and established FMLA workflow procedures and evaluate against appropriate leave plans and make initial claim decisions. </li> </ul> <ul><li> Complete eligibility decisions during intake call, gather pertinent data when necessary, from employee or other supporting systems as well as perform leave follow-ups as required, including recertification of health condition, intermittent claim tracking, RTW confirmation, etc. </li></ul> <ul><li> Update systems to accurately reflect leave status and ensure appropriate diary documentation exists. </li></ul> Essential Business Experience and Technical Skills: Required: <ul> <li>New hires should live a commutable distance from the site the role is posted in </li> <li> High school diploma </li> </ul> <ul><li> 2+ yrs. related experience and strong customer satisfaction focus and attention to detail </li></ul> Preferred: <ul><li> Bachelor’s degree </li></ul> <ul><li> Knowledge of system applications and Disability claims knowledge/working knowledge of FMLA/Disability/Leave procedures preferred </li></ul> Business Category Operations - Claims

MetLife

ADA Claim Specialist

<h1>Job Details</h1> <h2>Job Title</h2> Maintenance Technician Posted: 6/05/2025 <h2>Location</h2> <a href="#">OK, Broken Arrow - Prairie House</a> 2450 N Stone Ridge Dr. Broken Arrow, OK 74012 <h2>Description</h2> Why we should be your “home away from home” <ul> <li> What associates say: A certified Great Place To Work (voted by associates) 7 years in a row!</li> <li> Work environment: Our focus is to maximize the potential of every life we touch. We do this by creating an elegant community where our residents are surrounded by the highest standards of quality of service, environment and care. This includes Holistic Wellness, Gold Leaf Dining standards and vibrant Life Enrichment activities.</li> <li> Associate support available: Work friend trainer, employee assistance program, crisis care assistance, paid-time-off donations, continuing education opportunities, appreciation/sympathy gifts, family member discount.</li> <li> Associate growth opportunities: In addition to competitive pay, hundreds of associates are promoted each year! We conduct annual performance evaluations with raises.</li> <li> Company snapshot: A family business for 30 years, Legend has seen 63% property growth in the past several years! Our awards include: Great Place To Work, Best of Senior Living Award, Innovative Programming in Senior Living.</li> </ul> JOB HIGHLIGHTS We are looking for outstanding individuals to join the maintenance team as a Maintenance Technician. You will make a difference in the lives of residents by ensuring the place they call home is a safe and attractive living environment. This position functions to maintain and repair the equipment, operating systems, structure and grounds of the residence. Bonus opportunities: <ul> <li>On-call bonus</li> <li>Call-back bonus</li> <li>Employee of the month/year</li> </ul> Benefits: <ul> <li> 401(k) program including discretionary company match</li> <li>Competitive Paid Time Off (for full-time associates)</li> <li>Holiday pay</li> <li>Discretionary Scholarship program </li> <li>Annual performance evaluations/raises </li> </ul> Responsibilities: <ul> <li> Regularly walking throughout the residence and grounds to check equipment, maintain appearance, and ensure safety</li> <li> Completing and documenting work orders as assigned by the Maintenance Director, including maintenance and repairs for the building, grounds and equipment</li> <li> Following troubleshooting, reporting to the Maintenance Director any parts or supplies needed to complete repairs</li> <li> Assisting the Director with completion and documentation of inventory, preventative maintenance, warranties, inspections, and overseeing work performed by outside vendors</li> <li> Communicating effectively with residents and staff</li> <li> Adhering to company policies, procedures and safety guidelines</li> </ul> <h2>Requirements</h2> Requirements: <ul> <li> Previous experience in a related trade or position, preferably with expertise in electrical, HVAC and repairs and/or maintenance</li> <li> The position may require the individual to operate a motor vehicle as part of service and delivery requirements</li> </ul> Legend Senior Living is a drug free workplace and drug screening will be conducted at the company’s discretion. <a href="#"> Quick Apply </a> <a href="#"> Apply (Full Application) </a> <a href="#"> Return to Search </a> Share <a href="#">Facebook</a> <a href="#">Twitter</a> <a href="#"></a> <a href="#">LinkedIn</a> <a href="#">Email</a> <a href="#">Print</a> It is the policy of Legend Senior Living to provide equal employment opportunity in employment to all associates and applicants for employment. No person is to be discriminated against in employment because of race, religion, color, sex, age, genetic information, national origin, pregnancy, disability, military status or any other classification protected by applicable local, state or federal law. This policy applies to all terms, conditions, and privileges of employment. Although the company does not discriminate on the basis of citizenship, it is required to comply with federal laws to ensure that its workforce is legally eligible to work in the United States.

Legend Senior Living

Maintenance Technician

John Zink, a Koch Engineered Solutions company, is looking to add a Senior Applications Engineer to our team. This position is located in Tulsa, OK. The Senior Applications Engineer will be expected to have a strong technical ability connected to the selection and implementation of Thermal Oxidizers and adjacent solutions. This role focuses on direct ownership of high value customer engagement, requiring strong economic thinking skills around marginal analysis and risk evaluation, to develop value proposition and influence key decision makers. What You Will Do · Lead formal and informal presentations to progress high level knowledge sharing around technologies and operating practices. · Engage in discussions with a global customer base to better understand their equipment needs. · Coordinate with multiple John Zink and Koch Engineered Solutions business offices to find creative solutions that best meet the customer’s needs. · Collaborate with a diverse team of engineers to develop the technical and commercial proposal that communicates the value of our proposed solution. · Work with the equipment execution team to ensure the equipment is built in compliance with customer specifications and expectations. · Develop commercial proposals based upon applications of our technical solutions. The Experience You Will Bring Requirements (Basic Qualifications): · Bachelor’s degree in Chemical Engineering, Electrical Engineer, Mechanical Engineering, Technology Engineering, or other relevant technical degree · Experience with process design or technical sales · Experience working cross functionally with sales and engineering teams · Willing to travel up to 20%, both domestic and international What Will Put You Ahead · Five (5) years of applications engineering, technical sales, project management or business development experience · Five (5) years of experience in the combustion industry · Experience working in the Petrochemical or Refining industries · Experience with pricing strategy, negotiating contracts, etc. · Experience working with a global customer base At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. #LI-RP3 Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy <a href="https://jobs.kochcareers.com/pages/culture" target="_blank">here</a>. Who We Are As a Koch Engineered Solutions company, John Zink is a global leader in emissions control and a pioneer in modern Combustion Solutions. Our research and development facilities make up the largest testing complex of its kind. Additionally, our worldwide service organization is the largest, most technically advanced team of its kind. We provide solutions to capture emissions, destroy pollutants, manage waste and heat vital processes to help industries operate more cleanly and efficiently. At Koch, employees are empowered to do what they do best to make life better. Learn how our <a href="https://www.kochind.com/about/business-philosophy" target="_blank">business philosophy</a> helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, all offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please visit the following website for additional information: <a href="http://www.kochcareers.com/doc/Everify.pdf" target="_blank">http://www.kochcareers.com/doc/Everify.pdf</a>

Koch Industries

Senior Applications Engineer

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a day shift, full-time, Executive Assistant in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul><li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li></ul> <ul><li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li></ul> <ul><li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li></ul> Get to Know Your Team: <ul><li>Hillcrest Medical Center is a 656-bed hospital that includes The Alexander Burn Center, The Peggy V. Helmerich Women’s Health Center, Kaiser Rehabilitation Center, the latest technology for the treatment of cancer, and the Oklahoma Heart Institute.</li></ul> Responsibilities <ul> <li>Responsible for the coordination of activities and information flowing to and from the executive offices. </li> <li>The Executive Assistant is responsible for performing high level administrative operational support to the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer and the Chief Nursing Officer and serves as the liaison representing the executives to the individuals of the public and Hillcrest Medical Center. </li> <li>Manages multiple tasks and projects with competing priorities and deadlines, screening and prioritizing communication from external and internal sources.</li> </ul> Qualifications <ul> <li>One to three years of administrative experience</li> <li>Associates Degree</li> </ul>

Hillcrest Medical Center

Executive Assistant

Job TitlePortfolio Administration Associate ManagerJob Description SummaryResponsible to manage a group of associates and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line. The associate manager is also responsible for overseeing the day to day activities at the client level and being the first point of escalation for any questions or concerns that arise from the client or senior leadershipJob Description<h2>Essential functions and responsibilities</h2><ul> <li>Manage all Portfolio Administration services for a multitude of accounts</li> <li>Oversee associates and operations on a day-to-day basis ensuring work is completed and deadlines are met</li> <li>Provide leadership to staff with the goal of maximizing technology resources and improving processes</li> <li>Provide direction, coaching, and career development to assigned staff</li> <li>Provide new team integration and recruiting support including the interviewing and onboarding process</li> <li>Develop training and ensure all training and continuing education needs are met for each associate</li> <li>Create and maintain trust and strong relationships with team members, leadership, and clients</li> <li>Ensure account needs are met while following the scope outlined in the client service agreements</li> <li>Complete monthly billing for Portfolio Administration services for assigned clients</li> <li>Provide superior client service to internal and external clients</li> <li>Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed</li> <li>Continuously seek business expansion opportunities with existing clients and develop those opportunities</li> <li>Outline or oversee the continuous updates to the process playbooks</li> <li>Provide timely and accurate reporting to senior leadership and clients</li> <li>Handle or oversee monthly rent and other critical reporting for clients and senior leadership</li> <li>Partner with the Transition and Abstraction/Quality Control teams to onboard new accounts quickly and smoothly</li> <li>Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus</li> <li>Execute special projects as assigned by senior leadership</li> <li>Collaborate with other divisions and Client entities including Transaction Management, Facilities Management, Construction/Design, legal, etc. as needed</li> <li>Support and assist with department and companywide initiatives and ensure company standards are implemented, met, and maintained</li> <li>Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines</li> <li>Stay up to date on the latest industry standards and trends</li> </ul><h2>Key Competencies</h2>Demonstrated leadership/management skills Strong Customer Service Skills Strong Communication Proficiency (oral and written) Presentation Skills Organization Skills Technical Proficiency Analytical Skills Research Skills Detail Oriented Interpersonal Skills Sense of Urgency<h2>Education </h2><ul><li>Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal</li></ul><h2>Additional eligibility qualifications</h2><ul> <li>3+ years relevant work experience</li> <li>Ability to read and understand financial statements</li> <li>Strong interpersonal skills</li> <li>Ability to manage multiple high priorities</li> <li>Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)</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: $51,000.00 - $60,000.00Cushman &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

Portfolio Administration Associate Manager

ROLE PURPOSE We are seeking a highly skilled and motivated Systems Administrator to oversee and maintain key systems involved in our Research &amp; Innovation processes, with a focus on Laboratory Information Management System (LIMS) and Product Lifecycle Management (PLM) systems. The ideal candidate will provide technical support, ensure system integrity, and facilitate seamless integration of these systems with other enterprise tools. This role requires a proactive individual who can manage system performance, troubleshoot issues, and support users across multiple systems and international sites. MAIN ACCOUNTABILITIES System Oversight, Maintenance &amp; Technical Support <ul><li>Oversee and maintain key systems involved in Research &amp; Innovation processes with a focus on Laboratory Information Management System (LIMS) and Product Lifecycle Management (PLM) systems. </li></ul> <ul><li>Manage and configure user accounts, permissions, and roles for employees at all sites. </li></ul> <ul><li>Monitor system performance, troubleshoot issues, and implement solutions to optimize functionality in collaboration with IT staff. </li></ul> <ul><li>Ensure compliance against auditability, separation of duties, user access roles &amp; protections in collaboration with our IT security and administration teams. </li></ul> <ul><li>Collaborate with IT team to coordinate system upgrades, patches, and migrations while minimizing disruptions to laboratory operations. </li></ul> <ul><li>Ensure data integrity by monitoring, troubleshooting, and resolving data issues, workflow errors, and system performance concerns. </li></ul> 2. Business Support <ul><li>Provide timely response to user needs, including managing user accounts, troubleshooting applications, and programming new report templates. </li></ul> <ul><li>Provide technical support to users regarding LIMS and PLM functionality, navigation, and troubleshooting. </li></ul> <ul><li>Develop training materials and resources to educate users on LIMS and PLM functionality and best practices. </li></ul> <ul><li>Create and maintain documentation, including user guides and tutorials, to support LIMS and PLM users. </li></ul> <ul><li>Develop reports based on end user and management requirements to enable efficient real-time reporting. </li></ul> <ul><li>Document user requirements for new LIMS and PLM functionality and coordinate with the respective teams to support all development efforts. </li></ul> 3. Systems Integration <ul><li>Maintain the LIMS system integration with other laboratory instruments, software systems, and databases to streamline data transfer and analysis. </li></ul> <ul><li>Coordinate with external vendors and internal business partners to assist with integrations between PLM and LIMS and other enterprise systems to enable end-to-end data connectivity across the organization and ensure data integrity. </li></ul> <ul><li>Lead cross-support of other global labs implementation of LIMS &amp; PLM implementation. </li></ul> Skills and Experience: <ul><li>Bachelor’s degree in science, Information Technology, or a related field. A chemistry/Engineering background is a plus and recommended. </li></ul> <ul><li>A minimum of five (5) years’ experience as an analyst/administrator for an electronic lab information management system and/or recipe management system in a life science company. </li></ul> <ul><li>A minimum of two (2) years’ experience working with SAP/PLM or LabWare preferred. </li></ul> <ul><li>Business Skills &amp; Knowledge: Analytical Chemistry or related science, Laboratory Workflow, Statistics, &amp; Communication skills. </li></ul> <ul><li>Strong technical skills in system configuration, user management, and troubleshooting. </li></ul> <ul><li>Excellent understanding of data integrity, security, and compliance requirements. </li></ul> <ul><li>Experience with system integration and data connectivity across multiple platforms. </li></ul> <ul><li>Ability to develop training materials and provide user support. </li></ul> <ul><li>Excellent communication and teamwork skills, with a focus on knowledge sharing and cross-training to ensure team efficiency. </li></ul> <ul><li>Proactive problem-solving skills and the ability to manage multiple tasks simultaneously. </li></ul> <ul><li>Demonstrated ability to support multiple priorities (multi-task) within a fast-paced environment in a positive and collaborative manner. </li></ul> Tate &amp; Lyle complies with all local/state regulations requiring salary range transparency. When determining final compensation, we take into consideration: skillset, job scope, knowledge, prior experience, cost of living, market data, budget availability, and other factors as permitted by law. The pay range for this position is: $89,000 - $119,000. In addition to competitive pay, we offer a comprehensive Total Rewards package that includes but is not limited to: <ul><li>Additional benefits at not cost to employee such as: Lifestyle Spending Account, Identity Theft Protection, Employee Assistance Program, telemedicine and more!</li></ul> <ul> <li>Medical, Dental, Vision coverages</li> <li>Paid time off package, including vacation, sick time, and 16 weeks of paid parental leave</li> <li>401K with company match</li> <li>Company paid life insurance</li> </ul> In addition to your Total Rewards, culture and ED&amp;I are very important to Tate &amp; Lyle. We offer multiple Employee Resource Groups (ERGs) that support various communities. #LI-RF1 California Consumer Privacy Act ("CCPA")The Company is committed to complying with the California Consumer Privacy Act (“CCPA”) and all data privacy and laws in the jurisdictions in which it recruits and hires employees. We collect the following categories of personal information for the purpose of hiring the best qualified applicants and to comply with applicable employment laws: Name and contact information; Job preference and work availability; Social Security Number and/or other identification information; Education and qualifications; Employment history and experience; Military service; Reference and background check information, including relevant criminal history and credit history; Social media information; Pre-employment test results; Post-offer medical examination information and results, including drug test results; Voluntary self-disclosure information regarding minority, veteran, and disability status; and Information provided by you during the hiring process.<h2>Tate &amp; Lyle is an equal opportunity employer, committed to the strength of an inclusive workforce.</h2>

Cp Kelco

Science & Innovation Systems Administrator

<h1>Executive Dept - Senior VP &amp; Chief Financial Officer</h1> Tulsa, OK, USA Req #786 Sunday, June 1, 2025 JOB SUMMARY: Plans, organizes, manages, and leads the activities of various operational functions of the company including Finance, Underwriting, Financial Analysis, Investments, and Reporting. Significant emphasis of this role surrounds financial reporting and analysis of budgeting, accounting, financial systems development, internal controls, and maintenance of records and procedures to adequately safeguard the assets of the organization. The CFO will provide financial leadership and direction to the organization, along with the President and CEO, and will also serve as a strategic financial partner to the executive team and departments. KEY RESPONSIBILITIES: <ul type="disc"> <li>Reviews performance against operating budget and business plans. Provides feedback and makes necessary changes to ensure that the operating budget and business plans are achieved and align with the strategies of the organization. </li> <li>Contributes to the overall effective strategy for specific operational functions. Implements the strategy to ensure optimal operational performance in all appropriate areas. </li> <li>Maintains a positive working relationship and rapport with key owner representatives and works toward ensuring that requests are completed in a timely and efficient manner. </li> <li>Accountable for the short and long range financial and capital plans in conjunction with, and support of, the </li> <li>organization’s strategic and operational objectives and key performance indicators. </li> <li>Develops managerial talent through effective coaching and development, along with succession planning, and works toward ensuring that resources and work processes are being utilized effectively and efficiently. </li> <li>Works closely with all internal stakeholders to ensure that contracts are completed timely and achieve the quality, access, and financial objectives of the company. </li> <li>Coordinates the Finance Department closely with Provider Relations to ensure that changes in provider contracts are considered in the operating budget. </li> <li>Serves as a member of the executive leadership team working collaboratively to achieve the mission of CommunityCare. </li> <li>Monitors utilization statistics and financial analysis with ability to develop action plans to address areas of concern. </li> <li>Attends and presents at the meetings of the Board of Directors and Committees of the Board as directed by the President &amp; CEO and performs other duties as assigned. </li> <li>Completes other projects and initiatives as directed by the President &amp; CEO. </li> </ul> QUALIFICATIONS: <ul type="disc"> <li>Proven administrative skills, analytical skills, and problem solving with emphasis on team building, ensuring accountability throughout areas of responsibility. </li> <li>Well versed in the financial challenges of health care. </li> <li>Ability and desire to drive and direct a high performance financial organization. </li> <li>Ability to reinforce a culture of transformation, measurement, accountability, and service. </li> <li>Excellent oral and written communication skills. </li> <li>Strong strategic mindset with quality planning, implementation, and execution skills. </li> <li>Ability to sustain a high level of energy and performance. </li> <li>Exceptional interpersonal skills with ability to quickly build relationships and rapport with stakeholders. </li> <li>Demonstrated ability to recruit, train, develop, motivate, and progress a management team. </li> <li>Ability to converse and write fluently in English. </li> </ul> EDUCATION/EXPERIENCE: <ul type="disc"> <li>Master’s degree in Finance, Accounting, Business and /or Healthcare Administration or equivalent strongly preferred. </li> <li>At least 10 years of related experience in the managed care industry, preferably in a executive leadership role within finance. </li> <li>At least 3 years in a complex healthcare or preferably health insurance setting as a C-level leadership position with multi-departmental responsibilities. </li> <li>Experience in a provider-sponsored plan including capitation model knowledge is preferred. </li> <li>CPA highly recommended and preferred. </li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Executive Dept - Senior VP & Chief Financial Officer

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 job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. 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>Leverages extensive financial data to identify possible solutions to meet client needs and goals</li> <li>Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps</li> <li>Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis</li> <li>Engages with specialists and partners to address client needs and deliver solutions</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Investments Management</li> <li>Portfolio Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Data Visualization</li> <li>Risk Modeling</li> <li>Trading and Investment Analysis</li> <li>Investment Management</li> <li>Referral Identification</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE ACT Registration; ADV-2B Required</li> <li>CFP® or CPWA® designation and/or maintain at least one firm approved designation</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Possess and demonstrate strong communication skills</li> <li>Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients</li> <li>Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk</li> <li>Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures</li> <li>Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​</li> </ul> The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Wealth Planner (FP)

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 the delivery of integrated treasury solutions to financial institutions clients and prospects across markets in APAC. Key responsibilities include actively managing and growing transaction banking revenue streams across the broad product suite. The role requires the ability to develop senior relationships at client organizations and elevate dialogue through thought leadership, content, and disciplined coverage intensity. We are looking for highly motivated, self-starters who can advocate for our clients in providing right solution to clients across correspondent banking, liquidity management, trade and supply chain finance, FX solutions, and commercial card services. Responsibilities: <ul> <li>Drives responsible revenue and balance sheet growth while focusing on risk management and relationship profitability.</li> <li>Proactive mapping of client needs and developing senior client connectivity.</li> <li>Responding to proposals and leading client engagement and thought leadership initiatives.</li> <li>Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying new opportunities</li> <li>Leads pricing negotiations with clients for treasury management products to optimize relationship profitability</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments solutions where relevant. Adopts a strategic approach to client engagement by leveraging best practices, peer benchmarking, and industry data analytics</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), and Treasury Sales Officers (TSO) through day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of our product offering</li> </ul> Requirements <ul> <li>Relevant cash management, correspondent banking, trade finance, and relationship management experience within a top tier international/ regional bank covering financial institutions clients ideally in Singapore and Vietnam</li> <li>Proven track record in managing complex transaction banking solutions for NBFI clients (i.e. private capital, insurance, PayTech, broker dealers etc.) would be an advantage</li> <li>Excellent written and oral communication skills in English. Spoken Vietnamese is an advantage.</li> <li>A strong team player who understands how to leverage various businesses functions/partners to drive business growth and support the global client management and sales teams</li> <li>Successfully demonstrates creative thinking while adhering to guidelines</li> <li>Demonstrates the ability to foster strong partnerships within the core team and the ability to build rapport with clients</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction</li> <li>Proactively engages all internal partners for sales opportunities</li> <li>Effectively manages risk while balancing the needs of the client, the team, and the bank</li> <li>Able to effectively work as an individual contributor as well as a collaborative team member in a fast-paced environment</li> <li>Depending on relevant years of experience, skills, and background, candidates will be considered for either Vice President or Director level</li> </ul>

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