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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 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 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>Bi-lingual Spanish speaking</li> <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

Bank of America

Financial Solutions Advisor II - Consumer Investments - Schertz Financial Center

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 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

Financial Solutions Advisor - Consumer Investments - Lake Mary Office

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! 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 $20-50 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> Required Qualifications: <ul> <li>5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required</li> <li>Management of an extensive portfolio of clients with annual revenues of $20-$50 million</li> <li>Proven track record of sales, prospecting new business and enhancing existing relationships</li> <li>Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends</li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience</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

Business Banking Sr. Relationship Manager

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! 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

Business Banking Senior Relationship Manager-Burlington MA

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! Overview ABS Banking &amp; Finance, part of Global Mortgages and Securitized Products, is responsible for origination and execution of term asset-backed securities (ABS) transactions and secured lending transactions. We manage a secured loan portfolio of approximately $40B to provide clients with credit capacity for warehousing collateral for future ABS issuances. We primarily focus on issuers of ABS backed by credit card receivables, auto loans &amp; leases, student loans, equipment loans &amp; leases, and timeshare loans among other assets. We are consistently a top 3 underwriter in the US ABS market. ABSF is a 40 person group comprised mostly of client coverage deal teams. Our teams focus on both “regular way” deals issued by frequent ABS issuers (e.g., credit card and auto issuers) as well as working on new products for markets that are still developing (e.g., securitization of aircraft leases). Our team is responsible for origination, execution and closing of transactions. We interact with deal counsel, outside auditors and the rating agencies as we construct transactions. We work with our ABS Syndicate Desk and Mortgage Sales Force to market the securities to investors. Job Description: This job is responsible for performing financial and statistical analyses, conducting research, and participating in specific client and deal teams. Key responsibilities include developing client presentations and structuring and execution activities. Job expectations may include rotating through any of the multiple client management, credit management, and capital raising product areas across Global Corporate and Investment Banking in a sales function. Responsibilities: <ul> <li>Conducts financial analyses and prepares support documentation for client presentations</li> <li>Researches products and services in the market to gain insight into marketing and sales trends</li> <li>Supports the trading strategy to build effective client relationships and provide customized products and services to clients</li> <li>Participates in due diligence sessions, while communicating and interacting with deal team members</li> <li>Assists with sales, trading, and hedging activities and documents key findings for the team</li> </ul> The ABS Analytics team (which is part of ABSF) supports our origination and execution efforts as follows: <ul> <li>Using BAML’s internal structuring tools, model new/proposed transactions as well as reverse engineer existing transactions and make recommendations on how to improve the efficiency of the trade.</li> <li>Using Intex DealMaker, create a model that will be distributed to Investors to assist them with their investment decisions.</li> <li>Provide a detailed comparative analysis of the recommendations for inclusion into client presentations.</li> <li>Structure, rate and price securities for our issuer clients.</li> <li>Review modeling assumptions in offering documents and tie-out with accountants.</li> <li> Interact with both our issuer and investor clients to explain modeling assumptions and results.​</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>Microsoft Office (Excel, PowerPoint), C++, Microsoft VBA, Access, Intex</li> <li>Previous financial modeling experience preferred</li> <li>The candidate should have high technical skills and an interest in learning and working in ABS</li> <li>Strong verbal and written communication, presentation skills</li> <li>Ability to multi-task in a fast-paced environment</li> <li>Financial services experience or related industry experience preferred</li> </ul> Minimum Education Requirement: <ul><li>Bachelor’s Degree required, concentration in Computer Science, Math, Engineering, or Computational Finance preferred</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

ASO, FICC Trading/ Global Mortgages- ABS Banking

<h3>Details </h3><ul> <li>$1,668-$3,424 Weekly Rate </li> <li> Department: Associate Travel Program- Surgical First Assist</li> <li> Schedule: Multiple Shifts available, 40 hours per week</li> <li> Hospital: Multiple Ascension acute care hospitals</li> <li> Location: Local and national travel options are available dependent on need.</li> </ul>This position is a permanent, full time position made up of 8-13 week assignments - not a short term option or temporary contract. Ability to extend as needed. Benefited positions available, rate changes will apply.For more information about the internal Ascension Travel Program, <a href="https://about.ascension.org/our-work/associate-travel-program" target="_blank">please visit our site</a>.<h3>Benefits </h3>Paid time off (PTO) Various health insurance options &amp; wellness plans Retirement benefits including employer match plans Long-term &amp; short-term disability Employee assistance programs (EAP) Parental leave &amp; adoption assistance Tuition reimbursement Ways to give back to your communityBenefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance and salary range at the time of the offer.<h3>Responsibilities </h3>Provide direct assistance to surgeons during surgical procedures.<ul> <li>Position patient to give best exposure for surgical procedure, using stabilizing equipment when necessary, while maximizing patient comfort and safety.</li> <li>Provide visualization of the operative site using appropriate method, including manipulation of tissue and materials, retraction, sponging, suctioning and irrigation.</li> <li>Utilize appropriate technique to achieve temporary and permanent hemostasis.</li> <li>Assist with body plane closure, application of wound dressings and securing of drainage systems.</li> <li>Assist in room clean up and the removal of the soiled case cart, supplies, and trash from OR room as needed at the completion of the surgical case.</li> <li>Participate as a surgical team member in the preparation of the surgical suite according to surgeon's preference cards with appropriate instruments, resources and supplies.</li> </ul><h3>Requirements </h3>Licensure / Certification / Registration:Required Credential(s):<ul><li>BLS Provider obtained within 1 Month (30 days) of hire date or job transfer date. American Heart Association or American Red Cross accepted.</li></ul>Preferred Credential(s):<ul><li>Surgical Assistant credentialed from the National Board of Surgical Technology and Surgical Assisting (NBSTSA).</li></ul>Education:<ul><li>High School diploma equivalency with 2 years of cumulative experience OR Associate's degree/Technical degree OR 4 years of applicable cumulative job specific experience required.</li></ul><h3>Additional Preferences </h3><ul> <li>Surgical Assistant credentialed from the National Board of Surgical Technology and Surgical Assisting (NBSTSA) required. </li> <li> One year of recent experience as a First Assist strongly preferred. </li> <li>Local and national travel options are available depending on need. Candidates are stipend eligible for sites over 50+ miles from their permanent residence. Partner with Recruitment to learn more.</li> </ul>#ATP<h3>Why Join Our Team </h3>Ascension associates are key to our commitment of transforming healthcare and providing care to all, especially those most in need. Join us and help us drive impact through reimagining how we can deliver a people-centered healthcare experience and creating the solutions to do it. Explore career opportunities across our ministry locations and within our corporate headquarters.Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.<h3>Equal Employment Opportunity Employer </h3>Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws.For further information, view the <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">EEO Know Your Rights (English)</a> poster or <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRightsSp_10_20.pdf" target="_blank">EEO Know Your Rights (Spanish)</a> poster.As a military friendly organization, Ascension promotes career flexibility and offers many benefits to help support the well-being of our military families, spouses, veterans and reservists. Our associates are empowered to apply their military experience and unique perspective to their civilian career with Ascension.<a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">Pay Non-Discrimination Notice</a>Please note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.<h3>E-Verify Statement </h3>This employer participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">E-Verify</a>

Ascension

Travel- Certified Surgical First Assistant

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> The Product Manager owns the strategy and execution for data display and visualizations across Addepar’s client engagement tools, specifically dashboards, PDF reports, and the client portal. The Product Manager will define detailed feature requirements and guide a cross-functional team to improve their efficiency and productivity. The Product Manager will collaborate with stakeholders to ensure consistent implementation of data display and visualization standards across the platform and prioritize new offerings and feature enhancements. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $122,000 - $190,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Demonstrate a thorough understanding of standard data visualizations employed by Family Offices, RIAs, and institutions for data representation in content used for financial reporting.</li> <li>Develop and maintain comprehensive knowledge of the product, including user needs, business value drivers, technical architecture, data flows, vendor relationships, and integration points within the broader Addepar ecosystem.</li> <li>Proactively identify and engage with key users, stakeholders, competitors, and relevant market trends to gather critical insights and inform product strategy.</li> <li>Clearly define, document, and communicate the product goals and roadmap, with a specific focus on deliverables and milestones for the next 6-12 months.</li> <li>Collaborate effectively with the cross-functional team to build consensus on prioritizing and defining actionable work increments, considering factors such as level of effort, interdependencies, and strategic alignment.</li> </ul> <h4>Who You Are </h4> <ul> <li>4+ years of relevant work experience and education that demonstrate proficiency in product management</li> <li>Domain knowledge regarding finance / investments, particularly regarding the valuation of investments in different asset classes</li> <li>An eye for detail and demonstrated ability to follow through while juggling multiple streams of parallel work</li> <li>Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals</li> <li>Ability to identify the appropriate tools and techniques to accomplish objectives</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Product Manager - Visualizations

We are looking for a motivated Sales Engineer to manage the sales and promotion of our products and services across the Northern California region. In this role, you'll focus on identifying new business opportunities, maintaining and growing existing accounts, and supporting the promotion of our products. You'll take a hands-on approach to managing customer relationships; uncovering new opportunities, and contributing to the region's growth. This is an excellent opportunity for someone looking to make a direct impact through their efforts, helping us achieve our goals and drive success in the business. What you will do: Sales Process Management You will manage all aspects of the sales process for accounts within your assigned territory which include: <ul> <li>Qualify customers and generating sales opportunities.</li> <li>Qualify and nurturing opportunities through the sales pipeline.</li> <li>Gather engineering data to identify the best solutions for customer needs.</li> <li>Recommend solutions tailored to customers.</li> <li>Develop strategies to win identified opportunities and follow up on quotes.</li> <li>Secure purchase orders and manage customer expectations.</li> <li>Effectively communicate customer needs to other internal parties (inside sales, operations, etc.).</li> </ul> Customer Relationship Management You will be the primary point of contact between the customer and various internal teams, ensuring smooth communication and strong partnerships. This includes: <ul> <li>Liaise with manufacturing and customers to manage delivery changes proactively.</li> <li>Coordinate with quality assurance to r4esolve any quality issues swiftly and effectively.</li> <li>Collaborate with engineering to address technical problems and/or develop prototypes.</li> <li>Ensure timely delivery and customer satisfaction.</li> <li>Manage all other customer interactions and ensure a high level of service.</li> </ul> Collaboration and Support You will collaborate with local reps and rep forms (if applicable) to streamline the sales process. Additionally, you will support the company's market implementation activities such as: <ul> <li>Lead generation, qualification, and follow-up.</li> <li>Participation in trade shows and promotional activities.</li> </ul> Reporting &amp; Business Planning <ul> <li>Provide reports on customer interactions and developments.</li> <li>Deliver quarterly business reviews for your territory.</li> <li>Contribute to the company's goals for the fiscal year.</li> </ul> We are looking for: <ul> <li>Bachelor's Degree in a technical or related field, or equivalent combination of education and experience.</li> <li>3 years of direct sales experience.</li> <li>Proficiency with Microsoft Office products and CRM software.</li> <li>Strong verbal and written communication skills, with an emphasis on clear, service-oriented interactions.</li> <li>A team player who thrives in collaborative environments, while also demonstrating the ability to work independently, show initiative, and drive results.</li> <li>Ability to travel domestically and internationally.</li> </ul> Must reside within the assigned territory.

AMETEK

Sales Engineer - West Coast

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry’s most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Denials &amp; AR Analyst I, you will help R1 clients by analyzing claims information so that they can resolve complex accounts. Every day, you will conduct root cause analysis to craft appeal letters to resolve any insurance company medical denials. To thrive in this role, you must excel in a metrics-driven environment and have strong critical thinking and problem-solving capabilities.Prior Denials or AR experience in Hospital or Physician claims and experience working in a production-based environment is required. We will teach you our industry-leading technology and a variety of skill sets to help you excel in your new position. You will also need experience in writing appeal letters to insurance companies.Here’s what you will experience working as a Denials &amp; AR Analyst I:<ul> <li>You will be investigating and analyzing claims to identify denial reasons and create appeal letters to resolve any issues. You can expect to contact payers to learn the status of previously resubmitted claims, written appeals, or updates on incoming claims payments.</li> <li>Utilizing strong attention to detail, you will calculate expected claim reimbursement and notate accounts with updates received via email/phone from commercial or government payers.</li> <li>You can expect a team you can rely on, including a mentor that cares about your progress toward your career goals.</li> </ul>Required Skills:<ul><li>High School Diploma or GED</li></ul>For this US-based position, the base pay range is $15.45 - $24.29 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.The healthcare system is always evolving — and it’s up to us to use our shared expertise to find new solutions that can keep up. On our growing team you’ll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team — including offering a <a href="http://go.r1rcm.com/benefits" target="_blank">competitive benefits package.</a>R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company’s employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person’s age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights <a href="https://f.hubspotusercontent20.net/hubfs/4941928/California%20Consent%20Notice.pdf" target="_blank">California Consent </a>To learn more, visit: <a href="https://R1RCM.com" target="_blank">R1RCM.com</a>Visit us on <a href="https://www.facebook.com/R1RCM" target="_blank">Facebook</a>

R1 RCM

Denials & AR Analyst I

Job Description:An Account Executive is responsible for the revenue expansion of their accounts in the region. With identified accounts, the incumbent will ensure revenue growth, customer success and long term partnership with assigned customers. You will also work closely with and provide direction to the extended account team (solution engineers, business development reps and customer success managers), to identify the best 'plan of attack', increase efficiencies, and develop winning tactics and strategies for your accounts.Who you’re committed to being:<ul><li>Help educate customers on the value of Pluralsight throughout the adoption cycle through jointly developed and agreed success criteria and provide recommendations based on customers’ business needs and usage patterns</li></ul>What you’ll do:<ul> <li>Ownership of the full sales cycle from lead to close with Enterprise business customers</li> <li>Effectively build trust-based relationships with senior-level sales professionals</li> <li>Identify and understand the customer’s strategy and the related capability and skills requirements</li> <li>Develop and set a strategy aligned to the goals set that enables Pluralsight ‘s growth within existing businesses and building new business opportunities</li> </ul>Experience you’ll bring:<ul> <li>Expert on Solution-Selling, Customer-centric Selling, Strategic Selling, the Challenger sale, Business Impact Selling and/or Value Selling.</li> <li>Experience managing a pipeline and closing 6 &amp; 7 figure contracts.</li> <li>Excellent verbal, written and presentation communication skills both with customers and within Pluralsight.</li> <li>Full sales cycle expertise with an emphasis on business development, heavy prospecting, building pipeline, pipeline management, developing mutual buying plans, and forecasting business.</li> <li>Preferable experience selling in a SaaS organization, ideally with multi-year SaaS contracts into the C-Suite.</li> <li>The ability to travel, while not required is encouraged</li> </ul>Requirements:<ul><li>Requires a minimum of 5 years of related or equivalent experience; or 3+ years with an advanced degree.</li></ul>Why you’ll love working here:<ul> <li>We’re a blended workplace, where team members work remotely or in a hybrid setup depending on their role and location</li> <li>We’re mission driven and guided by our culture pillars</li> <li>We have a strong commitment to diversity and belonging</li> <li>We cultivate a culture of trust, autonomy, and collaboration</li> <li>We’re lifelong learners and champion team member growth and advancement</li> <li>We’ve got you covered - team member benefits include competitive compensation packages, medical coverage, unlimited PTO and Summer Fridays, wellness reimbursements, Pluralsight subscription, professional development funds and more.</li> </ul>About us:Pluralsight provides the only learning platform dedicated to accelerating the technology skills and capabilities of today’s tech workforce. Thousands of companies, government organizations and individuals around the world rely on Pluralsight to support critical technology skill development in areas that are crucial to innovation including artificial intelligence, cloud computing, cybersecurity, software development, and machine learning. Pluralsight provides highly curated content developed by vetted technology experts, industry leading skill assessments, and hands on, immersive learning experiences designed to help individuals skill-up faster.Physical and Mental Requirements:Work is performed in an office (or home office) environment and requires the ability to operate office equipment and keyboards. Sedentary work. Repetitive work. Ability to perform tasks related to documentation, data analysis, transcription and extensive content analysis. Learn new tasks, remember processes, complete tasks independently, and make timely decisions in the context of a workflow.EEOC Statement:Bring yourself. Pluralsight is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, age or protected veteran status. Pluralsight will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please visit the <a href="https://www.pluralsight.com/careers" target="_blank">bottom of our website</a> to learn how to request an accommodation.For more information on Pluralsight’s commitment to building a more diverse and inclusive workforce, please review our most recent Diversity, Equity, Inclusion and Belonging report <a href="https://www.pluralsight.com/about/diversity-and-belonging" target="_blank">here</a>.The annual base salary + variable for this role is $194,700 - $232,600 USD. Pluralsight's pay ranges vary based on work location. Talent Acquisition can share more detail during the hiring process when applicable. 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. In addition to the base salary and variable, this role may also be eligible for benefits and bonuses.Applications must be submitted within 90 days after the initial posting date to be considered.Please be aware of recruiting scams that may impersonate Pluralsight. These unauthorized parties may use our name, logo, and employee information to solicit personal information or payments from job seekers under the guise of employment offers. Please note the following:<ul> <li>Pluralsight will only contact candidates through official channels, such as emails from the @pluralsight.com domain or direct messages via our verified profiles (e.g., LinkedIn).</li> <li>We will never request payment, banking information, or personal documents (such as your social security number or passport) as part of the application process.</li> <li>All legitimate Pluralsight job openings are posted on our <a href="https://www.pluralsight.com/careers" target="_blank">Careers page</a>, and our hiring process is outlined in detail on our <a href="https://www.pluralsight.com/careers/how-we-hire" target="_blank">How We Hire</a> page.</li> </ul>If you receive a suspicious message claiming to be from or about Pluralsight, we encourage you to contact us directly via <a href="mailto:recruiting@pluralsight.com" target="_blank">recruiting@pluralsight.com</a> to verify its authenticity.#LI-NB #LI-Remote

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