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Position Summary
The SAP Source-to-Pay (STP) Functional Analyst is responsible for supporting, enhancing, and optimizing SAP procurement solutions across the Source-to-Pay lifecycle. This role partners closely with Procurement, Supply Chain, Finance, IT, and business stakeholders to analyze business requirements, design functional solutions, configure SAP applications, and support system enhancements.

The analyst serves as the functional expert for procurement processes including sourcing, purchasing, supplier management, inventory integration, invoice processing, and related SAP modules, including integration with Coupa.
Key Responsibilities

• Analyze business requirements and translate them into SAP functional solutions.
• Configure and maintain SAP procurement functionality supporting Source-to-Pay business processes.
• Collaborate with Procurement, Supply Chain, Finance, and business users to improve operational efficiency.
• Support end-to-end procurement processes including:
  • Requisition Management
  • Purchase Orders
  • Goods Receipts
  • Invoice Verification
  • Vendor Management
  • Contract Management
  • Sourcing Events
• Support and maintain SAP integration with Coupa for procurement and Source-to-Pay processes.
• Perform business process analysis and recommend improvements aligned with SAP best practices.
• Create functional specifications for enhancements, reports, interfaces, conversions, forms, and workflows.
• Work closely with SAP technical developers and integration teams to implement custom solutions.
• Participate in SAP implementation, upgrade, migration, and enhancement projects.
• Conduct system testing including:
  • Functional Unit Testing (FUT)
  • System Integration Testing (SIT)
  • User Acceptance Testing (UAT)
• Support production issues by troubleshooting functional problems and coordinating resolution across SAP and Coupa.
• Develop training materials and provide end-user support.
• Ensure system changes follow change management and governance processes.
• Maintain functional documentation, configuration documentation, and business process procedures.
• Support integration with other SAP modules including Finance, Warehouse Management, Sales, Manufacturing, and external procurement platforms.

Required Qualifications

• Bachelor's degree in Information Systems, Computer Science, Business Administration, Supply Chain, or a related field.
• 3–7+ years of SAP functional experience supporting procurement or Source-to-Pay processes.
• Hands-on SAP configuration experience in one or more of the following:
  • SAP S/4HANA Procurement
  • SAP Materials Management (MM)
  • Coupa Procure-to-Pay
  • SAP Supplier Lifecycle Management
  • SAP Invoice Management
• Strong understanding of procurement business processes.
• Experience integrating SAP with Coupa or other procurement platforms.
• Experience gathering and documenting business requirements.
• Experience with SAP testing methodologies.
• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder management skills.

Preferred Qualifications

• SAP S/4HANA implementation experience.
• Experience implementing or supporting Coupa Procure-to-Pay.
• Experience with SAP Fiori applications.
• Knowledge of SAP Business Workflow.
• Experience integrating SAP with third-party procurement applications.
• SAP certification in SAP MM or SAP S/4HANA Procurement preferred.

Technical Skills

• SAP S/4HANA
• SAP Materials Management (MM)
• Coupa Procure-to-Pay
• SAP Fiori
• SAP Business Workflow
• SAP Business Partner
• SAP Inventory Management
• SAP Invoice Verification
• SAP Purchasing
• SAP Vendor Master Data
• IDocs
• APIs and middleware integrations
• EDI
• Azure DevOps
• Microsoft Office Suite

Functional Knowledge

• Source-to-Pay (STP)
• Procure-to-Pay (P2P)
• Strategic Sourcing
• Supplier Management
• Purchasing
• Contract Management
• Inventory Management
• Accounts Payable Integration
• Invoice Processing
• Three-Way Match
• Procurement Compliance
• Spend Analysis
• Master Data Management
• SAP-Coupa Integration

Core Competencies

• Business Process Analysis
• Functional Design
• SAP Configuration
• Requirements Gathering
• Stakeholder Management
• Root Cause Analysis
• Documentation
• Change Management
• Project Delivery
• Continuous Improvement
• Customer Service
• Team Collaboration

Preferred Experience

• Experience supporting global procurement organizations.
• Experience with multi-company or multi-country SAP environments.
• Experience supporting production environments and on-call rotations.
• Experience with SAP implementation or digital transformation programs.
• Experience supporting SAP-Coupa integration landscapes.

Success Measures

• Deliver high-quality SAP functional solutions that meet business requirements.
• Ensure reliable integration between SAP and Coupa to support procurement operations.
• Improve procurement efficiency through process optimization.
• Minimize production support issues and system downtime.
• Ensure timely delivery of projects and enhancements.
• Maintain high user satisfaction through effective support and communication.

Pay Rate- $59.21- $61.32/hour  
 ]]> Thu, 16 Jul 2026 00:00:00 EDT 1
Essential Functions
The Customer Service team is an elite set of members engaged to uphold the integrity of the  Brand. This position is full time and requires someone who is dedicated and punctual. The ability to multi-task and creatively problem solve are essential. The ideal candidate is a quick learner who can retain knowledge and training. The candidate should also demonstrate initiative and strong organizational skills. The Customer Service Professional is responsible for providing exceptional service to every customer and will respond to telephone, email and live chat customer inquiries in an efficient, professional and friendly manner.

This position is based on an in-office call center environment, requiring consistent on-site presence. Intermediate software fluency is necessary, particularly with spreadsheet tools and Customer Relationship Management (CRM) software.

Duties and Responsibilities

• Attracts potential customers by answering product and service questions; suggesting information about other products and services.
• Opens customer accounts by recording account information.
• Maintains customer records by updating account information.
• Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
• Recommends potential products or services to management by collecting customer information and analyzing customer needs.
• Contributes to team effort by accomplishing related results as needed.
• Being the key point of contact for consumers regarding product and technical questions
• Responding professionally and promptly to all customer enquiries/requests including returns, warranties and exchanges
• Proactively managing the order fulfillment process for our customers
• Acquire a broad knowledge of ordering and service procedures across all customers
• Managing work flow with consideration of delivery deadlines
• Identifying opportunities for improving sales and services
• Order management: order entering, order scheduling, order confirmation and order adjusting for dealers and individuals
• Handling customer inquiries and resolving complaints while analyzing situations to determine the best use of resources
• Occasionally, calls may require the use of de-escalation techniques to manage sensitive or challenging customer interactions
• Accomplishes all tasks as appropriately assigned or requested.
• Occasionally, you may be asked to assist in the showroom as a backup when needed.
• This job description is not exhaustive. The position may evolve, and additional duties may be assigned as necessary.

Qualifications

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. The creative ability to think on your feet and experience thinking outside of the box.
• Interpret and/or discuss information with others, which involves terminology or concepts not familiar to many people; regularly provide advice and recommend actions involving rather complex issues. May resolve problems within established practices.
• Provides guidance to multi levels throughout the internal organization and external customer base.
• Cheery, energetic and confident individuals with dependability, diligence and a great attitude.
• Basic to intermediate proficiency with spreadsheet software and CRM platforms is required.

Education/Experience

• Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information and Multi-tasking
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Customer-oriented attitude, with a strong desire to go above and beyond the needs of customers.
• Strong telephone, email and computer skills.
• Impeccable organization with attention to Detail.
• Ability to quickly gain thorough product knowledge.

Working Conditions
Responsibilities may require working evenings and weekends, sometimes with little advanced notice.

Pay Rate- $17.00-$18.00/hour
 ]]> Wed, 15 Jul 2026 00:00:00 EDT 1
Job Overview
Seeking an experienced Project Manager to lead and deliver key facilities and manufacturing projects at Pewaukee campus. This is not an IT-focused project management role; candidates must have hands-on experience running facilities projects and ideally some background in manufacturing environments.

The successful candidate will drive—rather than support—the execution of overlapping, high-impact projects that are critical to our operations:?an office remodel involving all employees, a large-scale document digitization initiative, and a warehouse redesign. Effective communication with cross-functional teams and third-party vendors is essential.

Looking for a highly autonomous, self-motivated project manager who is comfortable making decisions, managing multiple moving parts, and keeping diverse teams aligned.

Key Responsibilities
Lead & Deliver Projects:

• Manage 2 concurrent facilities projects (an office remodel and document digitization initiative) and 1 manufacturing/warehouse redesign project.
• Oversee project life cycles from initiation through completion, ensuring delivery on time and within budget.
• Serve as the single-point-of-contact for internal teams and external vendors.

Team Coordination:

• For the office remodel, communicate project plans and logistics to all site employees (~85 people).
• For digitization and warehouse redesign, manage smaller cross-functional teams (10–12 members per project), including engineering, customer service, and applications leads.

Vendor Management:

• Coordinate with suppliers and contractors, ensuring compliance with project requirements; escalate issues as appropriate.

Document Management:

• Oversee the evaluation, cataloging, and destruction/archive of physical documents in compliance with proprietary information protection standards.

Planning & Reporting:

• Develop and maintain detailed project plans, schedules, and status reports.
• Track deliverables and document all requirements, progress, and changes.

Issue Identification:

• Proactively identify potential problems, mitigate risks, and resolve issues as they arise.

Resource Management:

• Organize project teams, assign tasks, and maintain balanced personnel resources according to project phases.

Qualifications
Experience:

• 3–5 years managing facilities and/or manufacturing projects (not IT).
• Experience in hands-on, high-communication project environments is essential.

Skills:

• Exceptional organizational and communication skills.
• Demonstrated ability to drive projects with minimal oversight.
• Experience managing vendors and cross-functional teams.
• Comfortable working in fast-paced, changing environments.

Certifications:

• Project Management Professional (PMP) certification is NOT required, but real-world facilities project management experience is required.

Project Tools & Methodologies:

• Tool and methodology preferences (e.g., MS Project, Asana, Agile, Waterfall) will be determined; comfort with standard PM tools is expected.

Travel:

• No significant travel; most work occurs on the same campus (offices are a 1-minute drive/5-minute walk apart).

Work Environment:

• Will eventually have a dedicated workspace at the Paul Road location; flexibility required during phased renovations.

Success Profile

• You are comfortable working independently—able to “hit the ground running” with minimal daily supervision.
• You excel at building trust and aligning large groups (everyone from executives to technicians and vendors).
• You thrive in environments where you must juggle priorities, clarify requirements, and ensure nothing falls through the cracks.
• Capable of hands-on problem solving, especially with legacy paper/document processes.

Pay Rate- $61.14- $63.32/hour  
 ]]> Wed, 15 Jul 2026 00:00:00 EDT 1
Position Overview:
As a Contract Recruiter, you will support full-cycle recruiting across a variety of functions, including IT, engineering, and business roles. You will partner with hiring managers to understand role requirements, develop sourcing strategies, assess candidates, and drive the recruitment processes from intake through offer acceptance. This role requires ownership of multiple requisitions while maintaining accurate recruiting data and ensuring a positive candidate and hiring manager experience. This is a compelling opportunity to gain in-house recruiting exposure across a broad range of roles while contributing directly to business-critical hiring needs.
Key Responsibilities:

• Manage full-cycle recruiting from intake through offer for approximately 15 requisitions across multiple functions.
• Partner with hiring managers to define role requirements, align on hiring strategy, and establish sourcing approaches.
• Build and execute sourcing strategies, including direct outreach through LinkedIn Recruiter and review of applicant pipelines.
• Conduct phone screens and present qualified candidates to hiring managers with clear, concise recommendations.
• Coordinate the interview processes in partnership with the recruiting operations team, including scheduling support and panel interview facilitation.
• Facilitate post-interview debrief discussions that enable hiring managers to make confident, informed hiring decisions.
• Create and deliver offers in partnership with HR, ensuring recommendations are aligned with role and business needs.
• Maintain accurate and up-to-date candidate and requisition data within Workday ATS.
• Drive consistent, high-quality recruiting process to contribute to a positive candidate and hiring manager experience.

Desired Competencies:

• Planning & Organization: You manage time, resources, and priorities effectively to meet deadlines and deliver consistent results.
• Communication: You clearly convey information, ideas, and expectations to diverse audiences, adjusting your message to ensure understanding and alignment
• Accountability: You take ownership of your responsibilities, follow through on commitments, and hold yourself to high standards for quality and results.

Qualifications:

• Bachelor’s degree preferred.
• Minimum of 2 years of recruiting experience; agency recruiting experience preferred.
• Demonstrated ability to manage full-cycle recruiting processes and deliver highly qualified hires.
• Skilled at sourcing and recruiting for technical (IT) roles.
• Proficiency with applicant tracking systems; Workday experience preferred.
• Practical experience using candidate sourcing tools such as LinkedIn Recruiter.

Pay Rate- $33.22- $35.22/hour

 ]]> Wed, 15 Jul 2026 00:00:00 EDT 1
This is a full-time, direct hire opportunity working fully onsite.

ABOUT THE ROLE
The Executive Assistant has a humble servant heart and takes pride in serving as a true assistant to the CEO, consistently responsive and reliable, and handling everything in the executive's personal and professional life.
As a highly trusted assistant with strong executive presence, you'll manage complex stakeholders, anticipate needs, and bring order to a constantly changing and fast-paced schedule. You are intensely detail-oriented, proactively solve problems, and take pleasure in executing tasks efficiently, even on unpredictable, fast-moving days.
This role is not for everyone. The CEO moves fast and, in his own words, never shuts off. The ideal candidate is hungry, gritty, deeply driven, and fully committed to the role. You see this as a calling and a craft, not a 9-to-5. You match the CEO's pace, energy, and standards, and you take genuine pride in being the person who makes everything run. Above all, the ideal candidate is driven by the firm's faith, mission, and vision.
RESPONSIBILITIES
Executive Support

• Maintain a high level of availability and responsiveness in support of a fast-moving executive, including evenings and weekends as the CEO travels, takes meetings, and works across time zones.
• Maintain and manage high-volume, constantly shifting scheduling requests for the CEO: calendar management, appointments, meetings, calls, off-sites, board commitments.
• Serve as the primary point of contact for internal and external stakeholders, relaying messages and inquiries with professionalism and discretion.
• Handle incoming correspondence, emails, and phone calls, prioritizing and responding as necessary.
• Capture follow-ups, commitments, and action items during meetings and ensure they are project-managed through to completion.
• Prepare meeting agendas, materials, presentations, and summaries with accuracy and real-time note-taking.
• Assist in drafting, formatting, and proofreading correspondence, reports, and other documents.

Event Coordination and Special Projects:

• Support the planning and execution of special events: board meetings, team retreats, and the annual Shareholder Summit.
• Assist in coordinating travel, scheduling, and preparation for company-wide meetings and gatherings.
• Help run point on key company initiatives, cross-team coordination, investor updates, and portfolio-company needs, ensuring projects keep moving even when the CEO is in back-to-back meetings.

Personal Support:

• Serve as a true personal assistant across the full scope of the CEO's life: personal tasks, appointments, meetings, and errands.
• Coordinate personal and family travel and overall logistics (flights, ground transportation, restaurant bookings).
• Order and coordinate the CEO's meals, including daily lunches, based on preferences and schedule.
• Manage home and household needs, including vendors, repairs, deliveries, and scheduling.
• Handle real estate needs and related coordination.
• Manage returns, purchases, online orders, and general life administration.
• Support family needs and logistics as they arise.
• Coordinate incoming and outgoing bills and correspondence with the CEO's family office, tax advisors, and other partners.

REQUIREMENTS

• Bachelor's Degree preferred, but not required
• 4+ years of Executive Assistant experience or equivalent high-responsibility support role
• Hungry, gritty, driven, and fully committed, with the stamina and mindset to match a CEO who never shuts off
• Available on evenings and weekends as needed, given the CEO's travel and meeting schedule
• Expert-level proficiency in technology and systems, including Microsoft Suite (Word, Excel, Outlook), Google Suite, email management, spreadsheets, and general business systems and tools
• Based in Charlotte, NC
• 25–35% travel: ability and willingness to travel with the CEO, including occasional weekends, for meetings, company visits, board meetings, and events.
• Radically obsessed with being organized and thrives at crossing off a 'to-do' list
• Excellent verbal and written communication skills
• Strong time management capabilities
• Thrives in a fast-paced, ever-changing, high-growth environment
• Enthusiastic to be a part of a growing and scaling organization
• Able to be flexible, adaptable, and quickly change priorities based on business needs
• Strategic thinker, decision maker, and doer

PEOPLE-FIRST BENEFITS

• Competitive Compensation
• Generous Health Benefits
• 401K Match
• HSA Contribution
• Charitable Match
• Cell Phone Reimbursement
• Values-aligned Team
• Team Offsites
• Shareholder Summits

]]> Wed, 15 Jul 2026 00:00:00 EDT 1
Hybrid work arrangement -- onsite 3 days per week in Midtown Atlanta office.

Required travel throughout Georgia and the Carolinas. Travel may include national and regional conferences, chamber, partner activities, and events. Travel may include cost effective driving or flying to assignment destination. 

Job Overview/Summary:
The Program and Events Coordinator’s position will manage and coordinate various event and program initiatives. The overarching goals of this position include, but are not limited to the following:

• Creation and implementation of all networking events for the organization’s constituents.
• Management of the website event calendar, ensuring updates are made timely and accurately.
• Management and oversight of  Event and Program registration process, including management of event volunteers.
• Coordination of constituent outreach campaigns with marketing company utilizing and other marketing mediums and mechanisms.
• Creation and maintenance of constituent databases and sponsorship information.
• Strategizing on and delivery of constituent communication and outreach programs.

Essential Duties & Responsibilities

• Development, Management and Oversight of  Events and Programs registration process, including management of event volunteers.
• Assist in Creation, Implementation and Management of all Georgia and Carolinas networking events.
• Coordinate with  Staff and Committee members in the planning, execution, production and delivery of quality networking events and marketing initiatives.
• Coordinate with Staff and Committee members on development and delivery of committee communications and meeting schedules.
• Create and maintain accurate records and files (hard-copies and electronic) for all event and program registrations.
• Develop, review, edit and update marketing content and collateral on all appropriate communication mediums with marketing company
• Conduct research, compile data, and create reports.
• Coordinate with the leadership on development and implementation of program and event logistics.
• Select, Order and Manage marketing collateral items.
• Other duties and functions as assigned and not limited to this job description.

Education and Experience

• Undergraduate degree in business administration or related area preferred.
• Minimum of 3-5 years of professional experience in one or more of the following fields: events planning, program management, business communications, public relations, small business administration.
• Experience developing, managing, and streamlining programs and processes.

Skills, Knowledge, and Abilities

• Highly organized with the ability to meet multiple concurrent and tight deadlines.
• Provide outstanding professional customer service.
• Detail oriented and has the ability to be flexible and multitask at all times.
• Ability to offer creative solutions to problems, issues, or challenges in an effective manner.
• Ability to work independently and effectively with minimum supervision to complete work on time with few errors.
• Exceptional verbal and written professional communication skills include grammar, spelling, and punctuation.
• Microsoft Office (Word, Excel, Outlook, Power Point, Access) PROFICIENCY REQUIRED and graphics/publishing software and on-line software such as WordPress, Constant Contact, Social Media applications.
• Experience in communicating with a broad range of internal and external audiences, key-partners, and constituents.
• An excellent team player and with a “can do” attitude.
• Qualities of integrity, trustworthiness, credibility, and commitment.
• Strong Interpersonal Skills.
• Mindset of continually seeking opportunities to impact the organization’s Gold Standard of Services and Delivery.

Reasoning ability

• May work in an environment where multiple projects are being executed at one time.
• Ability to solve practical problems and deal with a variety of concrete variables in situations
  where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to define problems collects data, establish facts, and assist in drawing valid conclusions.

       
Language / Computer Skills

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and communicate with a positive presentation
  and an excellent telephone presence.

Certificates/Licenses
Valid driver's license required. Must be willing and able to use a personal vehicle for travel to events within a two-hour radius of Atlanta.

Additional Requirements:

• May be required to work outside of normal business hours. This includes early morning and evening business functions (e.g., Quarterly In-person events; business after hours, breakfast events)
• Required travel throughout Georgia and the Carolinas. Travel may include national and regional conferences, chamber, partner activities, and events. Travel may include cost effective driving or flying to assignment destination.
• Additional administrative responsibilities (e.g., Minutes from committee meetings and planning sessions), research, surveys, supply orders, and generate reports in Microsoft Office.

Pay Rate Range $21.63 per hour
 ]]> Mon, 13 Jul 2026 00:00:00 EDT 1
The Operations Clerk II will be responsible for data analysis and data cleansing, accounts receivable assistance and research, and completing standard and non-routine business processes to support branch operations. This role requires strong analytical skills to identify discrepancies, interpret data, and resolve issues accurately and efficiently.

The Operations Clerk must be resourceful and self-directed, able to work independently to investigate problems, navigate multiple systems, and determine appropriate next steps with minimal supervision. A high level of curiosity and attention to detail is essential to ask the right questions, uncover root causes, and continuously improve data quality and processes.

This role can support multiple business units simultaneously and is critical to ensuring proper documentation, billing accuracy, invoicing, timely payment, and resolution of customer issues and administrative matters.

Role Definition and Key Responsibilities:

• Create and maintain safe working environment and culture within the organization
• Ability to create orders for quoted jobs or installation with multiple process in SAP of limited complexity but with unique job requirements
• Strong collaboration with internal and external customers, with a focus on prioritizing and meeting their needs and expectations
• Investigate, analyze, and resolve accounts receivable issues and inquiries to completion, with a focus on accuracy and customer satisfaction
• Review, analyze, and cleanse data
• Actioning resolution for customer orders when purchase orders are flagged for non- compliance
• Able to perform non-routine tasks related to customer issues and resolution
• Resolves issues from 3rd party processer of customers’ orders of limited complexity

Travel Requirements:

• 5%

High Impact Behaviors:

• Results Driven Performance: High performing professionals focus on delivering results by actively utilizing available resources.
• Continuous Professional Development: Professionals should be committed to lifelong learning, seeking out opportunities for self-improvement, and staying abreast of industry trends and best practices.
• Collaboration and Teamwork: Effective professionals understand the value of collaboration. They work well with others, contribute to team goals, and understand that diverse perspectives can lead to better solutions.
• They set high standards for their own performance and are committed to achieving objectives efficiently and effectively.

Education & Experience Requirements:

• High school diploma or equivalent plus 3 years of applicable work experience or Bachelor’s degree with demonstrated capability in comparable work

Skill Requirements:

• Analytical mindset with strong problem-solving abilities
• Able to independently research and resolve discrepancies while balancing priorities and meeting deadlines
• Intra-departmental communication for purpose of alignment/information sharing/guidance/leadership
• Able to execute tasks with high levels of autonomy; limited guidance required for complex tasks
• Able to collaborate with other disciplines
• Ability to understand concepts in execution, broader organizational impact, and strong organization skills
• Understanding of general business concepts
• Exceptional communication skills
• Solid User of standard Microsoft Office applications (Outlook, Word, Excel, Teams, PowerPoint)
• ERP experience required
• Strong understanding of typical IT business tools; adapt at learning new programs quickly
• Fluency in a Field Service or a CRM application like (MS Field Service or MS CRM)

Pay Rate- $24.35 $25.22/hour  

 ]]> Mon, 13 Jul 2026 00:00:00 EDT 1 Our client, a large financial services company, is seeking a Client Service Associate – Fixed Income for a 12+ month contract assignment in Chicago, IL.
Hybrid work arrangement: 3 days onsite / 2 days remote
Hours: 8:30 AM – 5:30 PM

The role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and institutional stakeholders, rather than direct end-investor clients.

This position plays a key role in delivering a seamless client experience across onboarding, account maintenance, reporting, and ongoing servicing. It requires strong communication skills, a highly collaborative mindset, and the ability to manage multiple priorities in a fast-paced, detail-oriented environment.

Strong client-facing communication skills are essential, as the role regularly interacts with RIAs and Financial Advisors. A strong team-oriented approach is critical, with the ability to support wherever needed and manage competing priorities.

Financial services experience is strongly preferred, and Fixed Income exposure is a plus, as it supports deeper understanding of client activity and internal workflows.

Day-to-Day Responsibilities

• Support client onboarding and offboarding for RIA firm relationships
• Manage account maintenance (updates, agreements, fee schedules, documentation)
• Respond to inquiries from Financial Advisors and RIA partners
• Coordinate with Legal, Operations, and Trading teams to execute client requests
• Support client reporting, presentations, and meeting materials
• Handle cash flow requests and related processing
• Maintain accurate client data in CRM systems (Salesforce a plus)
• Track and resolve client support requests and escalate issues when needed
• Ensure timely execution of all service-related deliverables across the client lifecycle
• Contribute to process improvements and operational efficiency initiatives

Preferred Qualifications

• 1–3 years of experience in financial services, client service, operations, or banking
• Experience working with RIAs, Financial Advisors, or institutional clients preferred
• Fixed Income exposure strongly preferred
• Strong communication and client-facing skills
• Highly organized with ability to multitask in a fast-paced environment
• Proficiency in Microsoft Outlook, Excel (intermediate), and PowerPoint
• CRM experience (Salesforce preferred)
• Team-oriented, proactive, and adaptable

Pay Rate: $26.27 – $28.27/hour
]]> Mon, 13 Jul 2026 00:00:00 EDT 1
 Job Summary:
Actively manage Parts, Garments & Accessories (PG&A) suppliers to ensure on-time delivery of products to distribution facilities. Coordinate with demand planning analysts to ensure the proper quantities are purchased to achieve strategic inventory and service level objectives to meet customer needs.
 Essential Duties & Responsibilities:

• Develop and foster relationships with select suppliers to drive consistent performance and improve back-order recovery
• Review system recommended purchase quantities collaborating with demand planning analysts to improve accuracy
• Approve purchase orders, ensure on-time delivery by reviewing expedite, defer, and cancel messages as necessary to achieve fill-rate and inventory goals
• Resolve backorder issues in accordance with goals
• Work directly with suppliers to ensure system data integrity (cost, MOQ, lead-time, etc.)
• Negotiate cost, lead time, minimum and economic order quantities to the company’s benefit
• Coordinate and communicate with multiple departments to achieve business goals
• Proactively identify and communicate urgent issues to supervisor
• Other projects and duties as assigned

Skills & Knowledge:

• Bachelor's Degree Preferred
• 1+ year in supply chain management (i.e. MRP, logistics, and inventory management)
• Intermediate Excel skills (Vlookups, Pivot Tables, Conditional Formatting)
• High attention to detail and ability to multi-task
• Organization and communication skills
• Aptitude to solve problems and improve processes
• Ability to negotiate, influence and resolve conflict with diplomacy and partnership
• Ability to work independently with a minimum level of supervision

Pay Rate- $28.17-$30.28/ hour ]]> Mon, 13 Jul 2026 00:00:00 EDT 1 Our client, a leader in the power sports industry, is seeking an experienced Accounts Payable Clerk for a 12+ month contract assignment in Rigby, ID.  This role is fully onsite.

Job Summary:
The Account Payable Clerk supports the accurate processing, management, and analysis of all forms of payments within the organization. This role assists with month-end close activities related to credit cards, billing, and payment reconciliations, as well as processing monthly sales tax filings, corresponding payments, and Purchase Order billing on a regular basis. Join our fun and fast-paced finance team in the world of powersports. This position reports to the Controller.

Essential Duties & Responsibilities:

• Execute all Accounts Payable transactions, including initiating wire transfers, managing check payments, and verifying approvals, to ensure timely and accurate payment processing
• Review, approve, and verify vendor information to maintain accurate and compliant records
• Manage AP Aging reports to monitor outstanding liabilities and support cash flow management
• Process invoices and expense reports, validating proper coding and required approvals 
• Identify, analyze, and resolve discrepancies or issues in a timely manner

 

• Reconcile purchase orders, invoices, and receipts to ensure accurate and timely payments
• Track and reconcile prepaid expenses and remaining balances to prevent overpayment or underpayment
• Monitor work for accuracy and quality, and solicit feedback for improvement
• Complete ad-hoc reporting as needed

 
Skills, Knowledge, & Qualifications:

• Minimum of 3 years of experience working in Accounts Payable is required
• College degree in Business field preferred. 5+ years of equivalent experience in lieu of degree is required 
• Experience using ERP software (i.e. NetSuite, OneStream, SAP, and/or Oracle)
• Experience with SAP Concur preferred
• Strong communications skills with a focus on relationship management
• Self-starter who is adaptable, dependable, and ethical
• Ability to independently evaluate and analyze data
• Proven initiative and creative approaches to problem solving
• Meets productivity standards and completes work in a timely manner
• Experience with Microsoft Office including Excel, Word, and Outlook
• Power BI and/or scripting preferred but not required 
• Strong attention to detail and goal-oriented

Pay Rate $25 per hour
 ]]> Mon, 13 Jul 2026 00:00:00 EDT 1
Hybrid work arrangement with travel.

The Events Management role coordinates and administers multiple media communications programs to promote product and organizational presence in marketplaces consistent with organizational objectives. Working independently under limited supervision, this job ensures activities and events are on brand and strategically valuable to the organization. Plan end to end high-end events for wealth management clients focused content and topics that are relevant for that population. Work closely with Advisors, Events Management team, Field Marketing.

Key Responsibilities and Duties

• Plans events by identifying/negotiating price for event space, determining event agendas, coordinating event marketing, etc.
• Evaluates advertising and promotion programs for compatibility with public relations efforts and develops reports for senior management.
• Observes social, economic, and political trends that might have an effect on the organization, and makes recommendations to enhance the organization's image based on those trends.
• Works with advertising agencies to create a variety of publicity methods.
• Obtains relevant information from clients, such as product and organizational details, budget and marketing goals.
• Sets up exhibition space and displays promotional materials (e.g. brochures, product samples/demonstrations, coupons, branded merchandise, etc.).
• Reviews program budgets and measures lead generation resulting from events.
• Coordinates event catering, entertainment and company speakers/representation at booths and demonstrations.
• Travel to support approximately 1–2 client events per month, including pre-event site walkthroughs, onsite event execution, and post-event wrap-up activities. Typical travel duration is 2–3 days per event.

Requirements

• Bachelor's degree preferred
• 3+ years of end-to-end event planning and execution experience required; 5+ years preferred
• Prior experience in wealth management, asset management, banking, or financial services preferred
• Highly organized with excellent time management skills, strong attention to detail, and the ability to think on your feet and solve problems in a fast-paced environment
• Experience with Cvent preferred
• Required: Overnight travel 1–2 times per month to support events, with each event requiring approximately 2–3 days of travel

Pay Rate- $53.29- $55.29/ hour

 ]]> Mon, 13 Jul 2026 00:00:00 EDT 1
Summary
The Sales Enablement group collaborates with sales, marketing, product, and service teams to build frameworks, processes, and metrics that solve key problems and drive business growth. By understanding clients across all distribution channels using CRM, business intelligence, and other tools, we evaluate and enhance the firm's distribution efforts.

The Contract Business Analyst serves as a critical bridge between the Sales Enablement team and the business, translating complex operational challenges into well-defined, actionable requirements that drive technology solutions across Salesforce and related platforms. This role exists to scale the team's requirements development capacity, ensuring the most strategic initiatives are driven forward with the rigor, stakeholder alignment, and documentation quality needed to accelerate delivery.

What You Can Expect in This Role
You will be embedded in a fast-moving Sales Enablement team responsible for maximizing the impact of Salesforce and related sales technology for a global sales organization. You will own discovery and requirements development for high-priority workstreams, engaging directly with senior sales stakeholders and technology partners to move initiatives from ambiguous business problem to sprint-ready specification. You will reduce the requirements bottleneck that currently limits how fast the team can execute, and you will produce work that reflects both analytical rigor and clear, compelling communication.

Responsibilities
Discovery and Requirements Development

Lead structured discovery conversations with senior business stakeholders to deeply understand operational challenges, current state processes, and desired future state outcomes. Translate those conversations into detailed, well-organized functional requirements documents that technology teams can execute against with minimal back and forth. Own the full requirements lifecycle from initial stakeholder engagement through technology handoff and validation.

Stakeholder Engagement and Alignment

Build trusted relationships quickly with business partners, sales leaders, and cross-functional team members. Facilitate alignment across stakeholders with competing priorities, drive requirements through a structured review and approval process, and ensure that sign-off is documented and clear before work enters the development queue.

Backlog Development and Prioritization

Continuously build, refine, and maintain a deep and prioritized backlog of well-defined requirements across assigned workstreams. Ensure the technology team always has a clean, sprint-ready queue to pull from and that planning cycles are never delayed by incomplete or underdeveloped specifications.

Problem Solving and Solution Framing

Approach business problems analytically and creatively. When stakeholders bring a functional challenge, respond with structured options, tradeoffs, and a clear recommendation rather than defaulting to the simplest available solution. Bring a point of view to the table that elevates the quality and ambition of what gets built.

Cross-Functional Collaboration

Work closely with product owners and technology delivery teams to ensure requirements are technically informed and platform-aware. Participate in sprint planning, backlog grooming, and delivery reviews as needed to maintain continuity between requirements and execution.

Requirements

Must Haves

• Undergraduate degree, preferably in Business Management, Information Systems, or a related field.
• Five to seven years of experience in a business analyst, product owner, or sales operations role, preferably with three or more years in asset management or financial services.
• Demonstrated ability to independently lead discovery conversations with senior business stakeholders and produce structured, detailed requirements documentation.
• Functional knowledge of Salesforce, including platform capabilities, data structure, and how to describe solutions in terms technology teams can act on.
• Exceptional written and verbal communication skills with the ability to synthesize complex business problems into clear language for both business and technical audiences.
• Strong analytical and critical thinking skills, comfortable operating in ambiguity, building structure where none exists, and asking the right questions before jumping to solutions.
• Demonstrated independence in critical thinking and problem solving with measurable outputs.

Strong Differentiators

• Familiarity with conversational and agentic AI tools, CRM Analytics, or Salesforce Service Cloud.
• Experience writing user stories or functional specifications for agile, sprint-based development teams.
• Background in change management or technology adoption.
• Prior experience in a sales enablement or CRM product ownership capacity within asset management or financial services.

Who This Person Is

Naturally curious, highly organized, and genuinely motivated by solving business problems rather than just completing tasks. They ask why before they ask how, build trust quickly with senior stakeholders, and produce work that reflects both rigor and clarity. They do not need to be managed closely; they need context, direction, and access. They are comfortable in ambiguity, decisive in their recommendations, and collaborative in how they bring others along.

Pay Rate- $42.12- $44.12/ hour
 ]]> Mon, 13 Jul 2026 00:00:00 EDT 1   
Under limited supervision processes moderate to complex Human Resources transactions related to employee changes and new hire information within a single area of specialty in one of the following Human Resources programs: pay benefits including retirement, leaves of absences, disability and workers compensation. As an HR Generalist you will act as a resource to Human Resources Representatives and other service center team members.

• Responds professionally with accuracy and in a timely manner to new hire changes, employee requests for information and changes by processing moderate to complex Human Resources transactions pertaining to employee pay new hires terminations and personal status changes according to established policies and procedures collective bargaining agreements and laws.
• Enters processes and retrieves employee data to make employee changes and obtain information requested by employees.
• Responds to escalated employee calls and inquiries referred by HR Representatives and other HR Service Center employees.
• Resolves ongoing moderate to complex HR related issues and tracks employee data utilizing Human Resources information systems and call center systems including on-line mainframes information.
• Conducts case management as required to meet employees needs.
• May handle incoming employee calls as needed.
• Collaborates with Quality Assurance Training and Team Management to modify transaction procedures as needed and provide one-on-one training for HR Representatives and other HR Service Center employees.
• Consistently supports compliance and the Principles of Responsibility Code of Conduct by maintaining the privacy and confidentiality of information protecting the assets of the organization acting with ethics and integrity reporting non-compliance and adhering to applicable federal state and local laws and regulations accreditation and licenser requirements if applicable and policies and procedures.

Education/License/Certification:

• High school diploma or equivalent required.
• Advanced reading skills and basic math skills required.
• Bachelors degree or some college level course-work preferred.

Qualifications:

• Strong customer orientation.
• Ability to process transactions with accuracy.
• 5-10 years experience

Pay Rate- $50.34- $52.14/ hour
 ]]> Fri, 10 Jul 2026 00:00:00 EDT 1
Position Summary
Responsible for procuring materials and services required to support manufacturing and operational needs. Partners with suppliers and internal stakeholders to ensure product availability, competitive pricing, quality standards, and on-time delivery. Develops sourcing strategies and manages supplier relationships to support business goals and continuous improvement initiatives.

Qualifications

• Minimum of 2 years of procurement experience; manufacturing experience is strongly preferred.
• Ability to work independently while collaborating effectively with cross-functional teams.
• Strong analytical, negotiation, and problem-solving skills.
• Knowledge of sourcing strategies, contract administration, and supplier management.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with ERP systems and Microsoft Office applications.

Key Responsibilities

• Manage an annual spend portfolio of $10M–$15M across assigned commodities and suppliers.
• Support procurement activities for 3,000+ active part numbers and 50+ suppliers.
• Lead 5–10 strategic sourcing events annually, including RFQs, RFPs, and supplier negotiations.
• Deliver 2–5% annual cost savings through sourcing, negotiations, and supplier development initiatives.
• Maintain supplier on-time delivery performance exceeding 95%.
• Process and execute 750–1,000 purchase orders per month while ensuring compliance with company purchasing policies.
• Review and analyze purchase requisitions for accuracy and completeness.
• Develop and implement sourcing and cost-reduction strategies.
• Prepare and issue Requests for Quotation (RFQs), Requests for Proposal (RFPs), and bid packages.
• Analyze supplier bids, quotations, and proposals.
• Negotiate pricing, terms, lead times, and contractual agreements with suppliers.
• Select and award business to qualified suppliers based on quality, cost, delivery, and performance criteria.
• Monitor and manage change orders throughout the procurement process.
• Maintain strong supplier relationships and resolve supply-related issues as needed.
• Support continuous improvement initiatives within the procurement function.

Pay Rate- $42.21- $43.72/hour
 ]]> Fri, 10 Jul 2026 00:00:00 EDT 1
The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners/Advisors in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities and Duties

• Manages the set-up, implementation, and administration of trusts and estates.
• Monitors transactions, cash flows, and account activity.
• Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
• Reviews portfolios to ensure that they are in compliance with laws and regulations.
• Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred 
• Financial Services - Trust Administration, Brokerage operations, Retirement Services 
• Knowledge of the retirement plan rollover process 
• Salesforce experience strongly preferred 
• MS Office - Outlook 
• Strong written and verbal communication skills 
• Excellent customer support and care 

Pay Rate- $33.29 - $35.29 per hour ]]> Fri, 10 Jul 2026 00:00:00 EDT 1
Content Writing
The Content Writing role drafts market, investment and retirement content for a variety of audiences to inform of the organization's investment activities. Working under minimal supervision, this job is responsible for producing and editing investment-specific written documentation that will be distributed across various communication channels.

Key Responsibilities and Duties

• Develops written and multimedia investment content (including white papers and product support pieces) that is clear and engaging for all target audiences.
• Collaborates with professionals in different functions, including client service, finance, strategy and investment teams to ensure correctness of content and establish key objectives and themes.
• Proofreads investment articles and submits final drafts and layouts to production department for review.
• Possesses thorough knowledge of the organization’s investment activities as well as broader industry trends to draft well-informed communications.
• Recognizes and upholds the firm’s brand in all written investment communications.
• Builds strong relationships with investment and communications counterparts as well as key internal stakeholders to ensure successful strategy alignment and distribution of content.
• Provides recommendations to management on messaging and communications formats to maintain clarity and accuracy of message.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Pay Rate $60.50 - $62.50 per hour
 ]]> Thu, 09 Jul 2026 00:00:00 EDT 1  
Job Description:
The Surgical Sales Representative will be primarily responsible for generating new business nationally. They will need to hunt for and nurture new leads and land new product evaluations at healthcare facilities. The process includes conducting virtual demonstrations and presentations of products to decision makers, surgeons, nurses, etc. building strong relationships along the way. Candidate will work with administration (purchasing, materials management, supply chain) and clinical staff (surgeons, nurses, technologists). Upon conversion, the Surgical Sales Representative will also be responsible for optimal account management. The Surgical Sales Representative will work closely with management and other sales team members, communicating updates and collaborating to meet EOY goals.
 
Job Requirements:

• Bachelor’s Degree  

 
Experience:

• 5+ years experience in a medical device sales or technical sales role specifically for Surgical or Operating Room products 
• Selling new products/ technologies, prospecting, converting new accounts, territory creation and development.

Qualities:

• Sales hunter with ability to develop, close, and maintain relationship with account
• Highly-motivated and results driven/focused
• Able to generate leads and close new accounts
• Self-starter/independent, goal-oriented
• Good communicator (both written and verbal)
• Ability to educate clinical staff with high levels of engagement
• Interested to grow into a leadership role with the growth of the company

 
Skills:

• Cold-calling/Sales
• Customer Service
• CRM - Hubspot, Salesforce, or equivalent
• Organized with attention to detail
• Professionalism

 
Compensation/Benefits:

• Base Salary + Bonus
• Medical, Vision, and Dental 

Base Salary- $50,000-$70,000 depending upon experience.
 

]]> Wed, 08 Jul 2026 00:00:00 EDT 1
The Operations Clerk II will be responsible for data analysis and data cleansing, accounts receivable assistance and research, and completing standard and non-routine business processes to support branch operations. This role requires strong analytical skills to identify discrepancies, interpret data, and resolve issues accurately and efficiently.

The Operations Clerk must be resourceful and self-directed, able to work independently to investigate problems, navigate multiple systems, and determine appropriate next steps with minimal supervision. A high level of curiosity and attention to detail is essential to ask the right questions, uncover root causes, and continuously improve data quality and processes.

This role can support multiple business units simultaneously and is critical to ensuring proper documentation, billing accuracy, invoicing, timely payment, and resolution of customer issues and administrative matters.

Role Definition and Key Responsibilities:

• Create and maintain safe working environment and culture within the organization
• Ability to create orders for quoted jobs or installation with multiple process in SAP of limited complexity but with unique job requirements
• Strong collaboration with internal and external customers, with a focus on prioritizing and meeting their needs and expectations
• Investigate, analyze, and resolve accounts receivable issues and inquiries to completion, with a focus on accuracy and customer satisfaction
• Review, analyze, and cleanse data
• Actioning resolution for customer orders when purchase orders are flagged for non- compliance
• Able to perform non-routine tasks related to customer issues and resolution
• Resolves issues from 3rd party processer of customers’ orders of limited complexity

Travel Requirements:

• 5%

High Impact Behaviors:

• Results Driven Performance: High performing professionals focus on delivering results by actively utilizing available resources.
• Continuous Professional Development: Professionals should be committed to lifelong learning, seeking out opportunities for self-improvement, and staying abreast of industry trends and best practices.
• Collaboration and Teamwork: Effective professionals understand the value of collaboration. They work well with others, contribute to team goals, and understand that diverse perspectives can lead to better solutions.
• They set high standards for their own performance and are committed to achieving objectives efficiently and effectively.

Education & Experience Requirements:

• High school diploma or equivalent plus 3 years of applicable work experience or Bachelor’s degree with demonstrated capability in comparable work

Skill Requirements:

• Analytical mindset with strong problem-solving abilities
• Able to independently research and resolve discrepancies while balancing priorities and meeting deadlines
• Intra-departmental communication for purpose of alignment/information sharing/guidance/leadership
• Able to execute tasks with high levels of autonomy; limited guidance required for complex tasks
• Able to collaborate with other disciplines
• Ability to understand concepts in execution, broader organizational impact, and strong organization skills
• Understanding of general business concepts
• Exceptional communication skills
• Solid User of standard Microsoft Office applications (Outlook, Word, Excel, Teams, PowerPoint)
• ERP experience required
• Strong understanding of typical IT business tools; adapt at learning new programs quickly
• Fluency in a Field Service or a CRM application like (MS Field Service or MS CRM)

Pay Rate- $24.35 $25.22/hour  

 ]]> Tue, 07 Jul 2026 00:00:00 EDT 1
Job Summary:
The Global Sourcing Finance Analyst will support the Operations Finance team with recurring month-end close, materials reporting, forecasting, and department expense processes. This role will be responsible for accurate and timely preparation of Purchase Price Variance (PPV) and inventory revaluation journal entries, consolidation of materials actuals, PPV forecast coordination, loading of forecasts to OS, and ownership of Global Sourcing department expense actuals and forecast reporting.

This role is intended to provide reliable execution support for recurring finance processes while partnering with Operations Finance and Global Sourcing stakeholders to ensure reporting is complete, consistent, and deadline-driven. A successful candidate will be detail-oriented, organized, comfortable working independently, and experienced in finance, accounting, and month-end reporting processes.

Essential Duties and Responsibilities:

• Prepare and book monthly Purchase Price Variance (PPV) and inventory revaluation journal entries, including related support, review, and reconciliation.
• Consolidate and report monthly materials actuals, primarily PPV, while also incorporating tariffs, finished goods variance (FGV), inventory revaluation, and other related materials cost drivers.
• Coordinate PPV forecast inputs, consolidate forecast updates, and load approved forecast data in accordance with the monthly forecasting calendar.
• Own Global Sourcing organization department expense actuals, variance analysis, forecast updates, and recurring reporting deliverables.
• Prepare recurring month-end reporting packages and supporting schedules for Operations Finance and Global Sourcing leadership.
• Partner with finance and sourcing stakeholders to gather inputs, validate results, explain variances, and resolve data or reporting questions.
• Maintain process documentation, standard work, and supporting files to ensure recurring activities can be completed accurately and consistently.
• Support additional related month-end close, reporting, forecasting, and ad hoc analysis activities as assigned.

Skills and Knowledge:

• Bachelor’s degree in finance, accounting, business, or related field preferred.
• 2+ years of experience in finance, accounting, FP&A, operations finance, cost accounting, or related analytical roles preferred.
• Experience with month-end close, journal entries, reconciliations, variance analysis, and recurring financial reporting required.
• Strong Excel skills required, including ability to work with large data sets, summarize financial results, and maintain recurring reporting files.
• Experience with forecasting systems, ERP systems, and reporting tools preferred; OneStream experience a plus.
• Strong attention to detail, organization, and ability to meet recurring deadlines with minimal supervision.
• Ability to communicate clearly with finance and business partners, ask effective follow-up questions, and document assumptions or process steps.
• Comfortable working in a fast-paced environment with recurring deliverables, shifting priorities, and confidential financial information.

Working Conditions:

• Dynamic fast-paced cross functional team environment

Pay Rate- $30.00- $35.00/hour
 ]]> Tue, 07 Jul 2026 00:00:00 EDT 1
Job Summary
Requires a moderate degree of PM knowledge, experience, skill & expertise.
Additional skills needed:  Communication, problem solving, managing for results, managing conflict, creativity & critical thinking. 
Operates in coordination with & takes direction from both the ePMO Lead/Project Lead to ensure:

• All project activities/outputs align with strategic objectives, deliverables, schedules, business case & expectations set with Sponsors & senior leadership
• Support a combination of simple projects while facilitating/guiding team to adhere to the PM discipline. 
• This position will drive setting the team’s cadence for planning, updates & status reviews with Sponsors.
• He/she supports the success of the project by applying PM principles, guidelines & standards.
• Travel may be required as needed.

Job Duties

• Facilitates all Project Planning & Execution of PM Activities (~ 25% of time)
• Applies PM Processes/Tools Appropriate for Projects (~ 50% of time)
• Identifies/Manages Interdependencies with other Projects/Initiatives (~ 10% of time)

Other Duties

• Manages project scope, schedule, initiation, start-up/design, building & deployment of projects from beginning to end
• Creates/manages PM artifacts while educating the team on their creation/proper use throughout the project such as to Project Chartero Project Plano RACIo Risk/Issue identification & mitigation of Status report dev/updates appropriate PM artifacts, as needed
• Reviews deliverables & ensures quality
• Provides PM methodology/tools to ensure proper governance, oversight, strategic alignment & project success
• Facilitates initiation/planning of project scope (i.e. Objectives, resources, milestones, risks, us, etc)
• Reviews funding, cost plans & actual expenses to verify projects are in line with funding parameters with Project Lead
• Proficient in PM discipline with emphasis on effective use of PM soft skills essential to his/her success
• Solicits/gathers info. via interviews with process owners to understand the "as-is" &" to-be" processes
• Identifies/communicates to the Project Lead skill gaps & recommends improvement opportunities
• Provides Project Lead with thorough responses to problem resolution
• Identifies business areas/stakeholders impacted by issues
• Identifies root causes to ensure problems do not reoccur
• Able to Communicate processes to customers trained on process changes/enhancement
• Dev/monitor process metrics to gauge health of a project & identify process improvement opportunities
• Observe a process & gather feedback/concerns from others for process improvement opportunities

Required Qualifications

• Experience applying Stakeholder/Comm Mgmt. principles including governing bodies/ Owners/Sponsors/key senior stakeholders/Project Lead/team/SME's
• Able to plan weeks in advance to plan efforts & manage multiple projects
• Able to work full time (~40 hours per week with potential to work overtime if necessary); must be flexible to work occasional weekends, holidays & possible overnight stays depending on the assignment, as needed.
• Experience/expertise with Commercial PM Software (i.e. MS Project/Office, etc) & the ability to learn Projects Website & other tools
• Experience with web-based remote meeting applications (i.e. Skype, Zoom, WebEx, etc)
• Willing to travel by plane or driving personal vehicle or rental car.

Minimum Qualifications

• Bachelor’s Degree (or int’l comparable degree)
• 3 years of PM experience
• 6 years as a project team member
• Experience using MS Office including MS Project/SharePoint
• Willing to travel by plane or drive personal vehicle/rental car

Preferred Qualifications
PM Certifications: PMI PMP, Agile, LEAN Certified/Six Sigma, etc

Pay Rate $55.00 - $70.00
 ]]> Mon, 06 Jul 2026 00:00:00 EDT 1
The Senior Talent Acquisition Advisor performs activities related to the entire hiring cycle, including recruiting, talent evaluation and screening, job advertising and posting, talent prospecting, talent staffing and planning. Under limited supervision, job focuses on attracting the right talent for the organization's programs and mentors lower-level team members on best practices for talent acquisition.

Key Responsibilities and Duties

• Develops plans for sourcing appropriate candidates, conducting the interview process and extending offers to selected candidates while maintaining a low cost per hire.
• Manages and implements new strategies for candidate communication, including the scheduling of interviews and answering of candidate questions.
• Builds a pipeline or network of targeted talent pools by representing the organization at employment fairs, on-campus recruiting activities, etc.
• Partakes in ranking process of candidates with hiring manager after interviews are conducted.
• Manages job listings on internal and external sites.
• Counsels hiring managers regarding recruiting strategies and practices that support the goals and direction of the organization.

Requirements

• University (Degree) Preferred
• 3+ years of experience required; 5+ years Preferred
• Campus recruiting experience and/or Early Talent recruiting experience strongly preferred 

Pay Rate-$42.12- $44.12/ hour
 ]]> Mon, 06 Jul 2026 00:00:00 EDT 1
The Senior Talent Acquisition Advisor performs activities related to the entire hiring cycle, including recruiting, talent evaluation and screening, job advertising and posting, talent prospecting, talent staffing and planning. Under limited supervision, job focuses on attracting the right talent for the organization's programs and mentors lower-level team members on best practices for talent acquisition.

Key Responsibilities and Duties

• Develops plans for sourcing appropriate candidates, conducting the interview process and extending offers to selected candidates while maintaining a low cost per hire.
• Manages and implements new strategies for candidate communication, including the scheduling of interviews and answering of candidate questions.
• Builds a pipeline or network of targeted talent pools by representing the organization at employment fairs, on-campus recruiting activities, etc.
• Partakes in ranking process of candidates with hiring manager after interviews are conducted.
• Manages job listings on internal and external sites.
• Counsels hiring managers regarding recruiting strategies and practices that support the goals and direction of the organization.

Requirements

• University (Degree) Preferred
• 3+ years of experience required; 5+ years Preferred

Pay Rate-$42.12- $44.12/ hour
 ]]> Wed, 01 Jul 2026 00:00:00 EDT 1
Responsibilities

• Provide exceptional client service by managing the full recruiting lifecycle, including sourcing, screening, selection, offer negotiation, and onboarding
• Build and maintain robust pipelines of investment talent to support immediate hiring needs and longer-term workforce planning
• Develop comprehensive search strategies, including detailed role specifications, screening criteria, timelines, sourcing approaches, and interview frameworks
• Review and align on recruiting plans with stakeholders to set expectations and ensure shared accountability
• Continuously identify and implement creative, effective, and cost-efficient sourcing strategies
• Leverage external market intelligence and industry insights to remain informed, proactive, and competitive in talent markets
• Partner with external search firms as needed to support senior-level and specialized searches
• Utilize LinkedIn Recruiter, external resume databases, and the applicant tracking system (e.g., Workday) to identify and engage top talent
• Manage internal and external job postings across career sites and relevant third-party platforms
• Construct, extend, and negotiate competitive offers across a range of seniority levels

Requirements of the Role

• 10+ years of dedicated, end-to-end recruiting experience.
• 5+ years supporting talent acquisition for investment or financial services professionals in a fast-paced environment
• Strong understanding of sourcing strategies and recruiting dynamics within competitive investment talent markets
• Experience recruiting across a range of investment disciplines, such as portfolio management, investment research, quantitative and fundamental strategies, risk management, and portfolio construction
• Demonstrated ability to manage multiple searches simultaneously while prioritizing effectively
• Working knowledge of HR practices and concepts as they relate to the recruiting lifecycle, including compensation and benefits
• Highly detail-oriented and self-motivated, with strong initiative, follow-through, communication, and organizational skills
• Proven ability to build and maintain trusted, proactive relationships with senior stakeholders and hiring managers

Pay Rate- $73.00- $75.00/hour   
 ]]> Mon, 29 Jun 2026 00:00:00 EDT 1

Handle general inquiries in Workday.

Collect and verify timekeeping information for all employees.

Calculate pay according to hours worked incorporating leaves and overtime.

Initiate periodic payments either by preparing and administering checks or making direct deposits through a bank payment system.

Issues statements and invoices and maintain records.

Deal with complaints and questions regarding payroll from employees and upper management.

Investigate and resolve any discrepancies in payroll. Requirements

• 3-5 years experience.
• Workday experience required.
• Lead experience preferred or someone in supervisory role.

Pay Rate- $25.05- $25.94/hour  
 ]]> Mon, 29 Jun 2026 00:00:00 EDT 1
Job Summary:
As a member of the Service and Operations Support Team, the Adventure Support Representative (ASR) – Tier 1 will support Outfitter and Dealer daily operations. The ASR – Tier 1 is responsible for providing first line outfitter support by phone and email and escalating as appropriate. The Adventure Support Representative Team is dedicated to delivering exceptional customer experiences.

Essential Duties & Responsibilities:

Outfitter Support

• Operate as the first point of contact for Outfitters (B2B) via CRM and phone system.
• Ensure timely and accurate responses to daily Outfitter program inquiries.
• Provide ad-hoc training to Outfitters related to adventure tools and processes such as MPWR Book, MPWR Learn, Check In/Out Process, Insurances, Accounting, and Program policies.
• Communicate pertinent information about Outfitters/Members to leadership team. Details may include competitive intelligence, expansion and growth initiatives, marketing activities, and support trend/concerns.
• Ability to recognize unique situations and escalate as needed.
• Partner with Regional Account Managers to build long-term relationships.
• Work collaboratively and cross functionally with all internal teams.
• Perform other tasks as assigned.

Member Support

• Provides a premium experience for the membership program. Empowered to resolve issues and deliver solutions that create positive customer interaction.
• Operates as the first point of contact for customer support; handling inquiries and requests from members and handing off leads to the Sales team.
• Facilitates member reservations; familiar with catalog offerings, knowledgeable of process and requirements, maintains accurate reservation data, and supports member bookings.

Xchange Team Support

• Tier 1 support for the Xchange team via case platform.

Internal Team Support

• Assist internal teams on data entry and other ad-hoc projects.

Skills, Knowledge, & Experience:

• Bachelor’s degree in business or related field is preferred.
• Must be open to working nights/weekends (as scheduled).
• Customer service experience.
• Strong attention to detail.
• Ability to understand and follow process flows, while challenging the status quo in an effort to improve the overall program.
• Must be able to build rapport in verbal and written communications.
• High performer that takes initiative with the ability to anticipate the needs of the customer.
• Must be able to negotiate challenges, remove barriers, and work through issues.
• Superior interpersonal skills. Ability to work professionally and effectively with a diverse group of individuals, building strong relationships with Outfitters and team members, and resolve conflicts or concerns as they arise.

Pay Rate- $22.00-$24.00/ hour
 ]]> Mon, 29 Jun 2026 00:00:00 EDT 1
The Chief Development Officer will possess team management experience, fundraising thought leadership, and a successful track record of leading annual fund programs. This individual will have experience collaborating across multiple departments in high-performing organizations and will be willing to act as an ambassador for the Theatre to internal stakeholders, as well as external donors, funders, and community leaders.

The Chief Development Officer will thoughtfully and confidently lead a highly skilled, eight-member development team.

*Candidates outside of Atlanta may be considered and some relocation support may be offered.

Principal Duties:
Serve on Senior Staff of the Theatre

• Actively participate in growing and maintaining internal and external cultures of belonging
• Serve as an ambassador for the Theatre to internal stakeholders, as well as external donors, funders, and community leaders
• Actively participate in cross-campus Development thought leadership and planning for cross-campus fundraising activities, including coordinated annual corporate campaign
• Constantly and consistently evaluate trends in giving across all Theatre campaign verticals
• Actively participate in conferences and on-going industry trend analysis with fellow development directors across the country

Lead Fundraising & Stewardship Activities

• Working closely with Development Staff, ensure constant progress to meet or exceed all fundraising campaign goals
• Collaborating with the Central Services Corporate Philanthropy team, identify, cultivate, solicit, and ensure proper stewardship for all Theatre corporate funders
• Working with Development Staff, ensure all Opening Night and final preview pre-show donor events, and other donor events throughout the season are refined, inspirational, and mission-focused
• Serve as primary point person for all activities related to planned giving including overseeing new strategies and execution for soliciting and stewarding planned gifts
• Working with General Counsel, write and execute formal gift agreements for capital, endowment, and planned gifts
• Perform annual evaluation and refinement of donor benefits offerings and administration
• In collaboration with Artistic Staff and Managing Director, provide fundraising planning expertise and leadership for any capital, endowment, or special project campaigns which may arise
• Working with Development and Marketing Staff, create, refine, and maintain promotional materials for all Alliance Theatre funding opportunities—annual, long-term, capital, endowment, and planned gifts
• Working with Marketing department, help lead strategy for growing Membership and Subscriber patron base and pipeline to donor programs
• Oversee development operations, including improvement of moves management processes in CRM, consistent practices of prospect research, and accurate and efficient gift entry and tax acknowledgements
• Maintain weekly, bi-weekly, or monthly 1:1 check-ins with four direct reports
• Perform annual, or more frequent, performance reviews for direct reports
• Oversee strategy, concept, and planning of annual Gala, collaborating with project leads in development department, cross-department stakeholders at the theatre, and events management to execute a memorable, creative, and high-profile fundraising event.
   

Serve as Primary Staff Liaison with the Alliance Theatre Board of Directors

• Act as lead planner and solicitor for all board of directors’ annual giving through dedicated Philanthropic Planning Meetings (“PPMs”)
• Working closely with Managing Director, ensure proper planning and execution of all Board Governance & Nominating Committee activities and meetings
• Working closely with Managing Director and Board Governance & Nominating Committee Chair, provide thought leadership on Board composition and serve as primary staff lead for new Board member recruitment and related on-boarding activities
• Working with Managing Director and Management Assistant, ensure all board meetings and events are professionally and elegantly planned and executed
• Maintain active schedule of communications and stewardship with all board members throughout the year

Oversee Development Budget

• Working with Chief Financial Officer and Development Staff, track and reconcile all revenue lines and expenses related to development activities
• Working with Managing Director and Chief Financial Officer, develop and maintain fundraising goals and expense budgets

QUALIFICATIONS:

• At least 5 years’ experience building, leading, and maintaining a successful, multi-member fundraising team
• Passion for the arts and their impact in the community
• Commitment to the Theatre’s Mission, Vision, Values, and staff culture
• Demonstrated success identifying, cultivating, soliciting, and stewarding philanthropic gifts of 5- and 6- figures on an annual basis
• Demonstrated success growing an annual fund across all campaign verticals (annual, foundation, major gift, board giving)
• Demonstrated track record of evaluating and refining development activities across all campaign verticals
• Comfortable communicating with high-level executives, donors, board members, and community leaders
• Willingness to problem-solve in a collaborative leadership environment
• Knowledge of Atlanta’s funding community is a plus, especially with an emphasis on arts and education

PHYSICAL DEMANDS/WORK ENVIRONMENT:

• The work environment and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Necessary accommodations will be made to enable individuals with disabilities to perform the essential functions.
• Frequent use of hands and light lifting (at least 25 pounds) is needed.
• The noise level in the work environment is usually moderate.
• Willingness to work some weekends, late evenings and early mornings.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Ability to work a flexible schedule (available evenings and weekends for performances and special events) to accommodate fluctuations in work flow. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. Must be fluent in English, both written and spoken.

Salary: $170,000- $180,000 depending on education, experience, and overall qualifications.
 ]]> Mon, 29 Jun 2026 00:00:00 EDT 1  

• Prepares balance sheets, profit and loss statements, and other financial reports.
• Analyzes trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses.
• Reports organization's finances to management, and offers suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts.
• May require a bachelor's degree in area of specialty and 0-2 years of experience in the field or in a related area.

Pay Rate- $24.85-$30.55/hour
 ]]> Mon, 29 Jun 2026 00:00:00 EDT 1
Position Summary
They are seeking a part-time (~25 hours/week) highly analytical, sharp, and tech-savvy accountant with approximately 3-5+ years of dedicated experience to join their growing team in a 6 month contract role.  The role is primarily remote, with occasional client and or company meetings in-person in Charlotte; a flexible schedule of hours, ie M-F 9-2 each week is acceptable. 
The Profile: This is not a typical back-office staff accountant role. The candidate for this role is an experienced professional who is skilled with property management systems, possesses an elite attention to detail, and is adept at solving problems with little direction. The ideal candidate must be comfortable acting as a direct advisor and conduit for small to mid-sized business clients. 
Candidate Qualifications & Requirements
Core Requirements

• Experience: 3+ years of hands-on accounting experience strictly within the real estate or property management sector.
• Software Expertise: Strong, independent proficiency in Appfolio and QuickBooks Online is required. Must know how to navigate these systems without training.
• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Technical Foundation: A solid understanding of GAAP, general ledger maintenance, bank/credit reconciliations, and property-specific workflows (tenant ledgers, vendor management).
• Work Style: Must be entirely comfortable executing in a cloud-based environment (Zoom, MS Teams) and have strong intermediate/advanced Excel skills.

Preferred & "Nice-to-Have" Skills

• Exposure to RealPage (highly preferred) or experience dealing with property management software transitions/data cleanups.
• Experience or training with Karbon (or a similar modern accounting workflow management tool).
• Familiarity with sales and use tax, 1099 reporting, or basic payroll processing.

Key Responsibilities

• Client Accounting Operations: Independently manage the day-to-day full accounting cycle for a portfolio of 10-15 clients. Maintain general ledgers, post journal entries, perform complex monthly reconciliations, and catch data discrepancies early.
• Proactive Cash Management: Dive deep into client portfolios to understand income/expense cycles, monitor cash positioning, and help ensure clients maintain optimal financial health.
• Property Management Accounting: Act as the internal specialist for property-focused clients, managing property/tenant ledgers, tracking distributions, and ensuring data integrity inside Appfolio.
• Tax & Compliance Support: Act as the critical link between the client and their tax preparer by keeping files pristine and audit-ready. Assist with 1099 reporting, sales and use tax, and property listings.
• Client Advisor & Liaison: Collaborate directly with clients and their internal staff to solve operational bottlenecks, streamline their workflows using technology, and explain financial details clearly.

Pay rate is commensurate with experience and at a range of $43.00-48.00/hour

 ]]> Thu, 25 Jun 2026 00:00:00 EDT 1 Our client, a leading independent investment management firm, is seeking an experienced Bank Loan Analyst for an 6+ month contract in Downers Grove, IL or Houston, TX. This role is hybrid with 4 days per week onsite.

JOB SUMMARY:
As a premier global investment organization the Bank Loan Team offers a full product line of investment options to both institutional and retail investors. This opportunity with the Bank Loan Oversight and Administration Team will provide support to the portfolio management and investment team covering various reporting areas, trade support and settlement efforts.

KEY RESPONSIBILITIES / DUTIES:

• Responsible for the production of various scheduled reporting deliverables for internal clients, including, but not limited, to the investment team, reporting team members, legal & compliance.
• Ability to work as part of a team to ensure the group provides top-tier service to both internal and external clients and service providers.
• Work in support of the trader to ensure that all trading activity is being efficiently and accurately entered in a timely manner in support of ISSMs products.
• Collectively work with the trade closing team to assist in the coordination and facilitation of settlement efforts. Liaison with traders, trade counter parties and agent banks.
• Support the team to ensure and maintain the data quality and integrity of the critical information that supports the business. Complete data mining, from a variety of internal & external sources, and analysis for Bank Loan clients.

WORK EXPERIENCE / KNOWLEDGE:

• 2+ years work experience preferred
• Familiarity and experience with bonds and bond settlements is desired
• A solid understanding of the security/loan market (LMA) and fund operations is desired
• Experience in a reporting / product oversight role is plus
• Experience in the investment management space is a plus

SKILLS / OTHER PERSONAL ATTRIBUTES REQUIRED:

• Aptitude for detail and a strong commitment to accuracy

• Excellent quantitative and qualitative analysis skills
• Ability to conduct analysis and present data in a meaningful way
• Proficient user of Microsoft Office, Excel, Access and Word
• Working knowledge of S&P Wall Street Office and/or Allvue-Everest is a plus
• Team Oriented Team player
• Ability to work independently and follow through on projects
• Self-motivated, ability to multi-task and complete tasks upon assignment
• Open-minded, flexible, and willing to listen for other people’s opinions
• Excellent verbal and written communication skills and effective interpersonal skills

FORMAL EDUCATION: (minimum requirement to perform job duties)

• Bachelor’s Degree required, business (Finance/Accounting) degree preferred

WORKING CONDITIONS:

• Normally a regular schedule of hours, however hours may vary depending upon the project or assignment.
• Hours may include evenings and/or weekends if necessary.

Pay Rate $43.00 - $45.00 per hour.

 ]]> Thu, 25 Jun 2026 00:00:00 EDT 1
The Case Manager will play a crucial role in assisting clients with complex healthcare needs, navigating insurance processes, and advocating for optimal care. This role requires a strong understanding of insurance plans, healthcare systems, and state and federal programs designed to cover medical costs. The Case Manager will serve as a liaison between clients, insurance providers, and healthcare professionals, ensuring seamless coordination and support.  

Responsibilities:

• Client Advocacy and Support:
  • Serve as a primary point of contact for clients with complex healthcare needs.
  • Advocate for clients to ensure they receive appropriate and timely care.
  • Provide emotional support and guidance to clients and their families.
  • Assist clients in understanding their insurance benefits and healthcare options.
• Case Coordination:
  • Coordinate care between clients, members, healthcare providers, and insurance companies.
  • Manage and track client cases, ensuring all necessary documentation is complete and accurate.
  • Facilitate communication between all parties involved in a client's care.
  • Assist clients with navigating insurance claims, appeals, and authorizations.
• Insurance and Healthcare Knowledge:
  • Maintain a thorough understanding of various insurance plans and healthcare systems.
  • Possess a strong understanding of state and federal programs (e.g., Medicaid, Medicare, ACA subsidies) that can assist clients in covering medical costs.
  • Stay up to date on changes in insurance regulations and healthcare policies.
  • Educate clients on their insurance benefits and healthcare options, including available government programs.
  • Assist with resolving insurance-related issues and discrepancies.
• Documentation and Reporting:
  • Maintain accurate and confidential client records.
  • Prepare and submit detailed case reports and documentation.
  • Track and report on client outcomes and progress.
  • Ensure compliance with all relevant regulations and company policies.
• Collaboration and Communication:
  • Collaborate with internal teams, insurance providers, and healthcare professionals.
  • Communicate effectively with clients and members providing clear and concise information.
  • Attend and participate in team meetings and training sessions.
  • Build relationships with providers, and Insurance company personnel.
• State & Federal Program Navigation
  • Partner with hospital-based case managers, social workers, discharge planners, and care coordination teams to identify patients who may qualify for Medicaid, Medicare, ACA marketplace plans, or other healthcare assistance programs.
  • Assist clients and families with completing and submitting enrollment applications and supporting documentation for Medicaid, Medicare, and other state and federal healthcare programs.
  • Facilitate the collection, completion, and filing of required paperwork with state and federal agencies to support timely eligibility determinations and coverage approvals.
  • Monitor application status, communicate updates to clients and healthcare providers, and assist with resolving issues that may delay enrollment or access to care.
  • Serve as a resource for clients navigating healthcare coverage options and eligibility requirements.

Qualifications

• Bachelor’s degree in social work, healthcare administration, or a related field preferred.
• 5+ years of experience working with hospital systems, case management departments, social workers, discharge planners, or care coordination teams.
• Knowledge of Medicaid, Medicare, ACA marketplace plans, and other state and federal healthcare assistance programs.
• Experience assisting clients with eligibility determinations, enrollment applications, documentation collection, and submission processes.
• Familiarity with state and federal agency processes related to healthcare coverage and benefits administration.

• Strong understanding of insurance plans, healthcare systems, and medical terminology.
• Excellent communication, interpersonal, and problem-solving skills.
• Ability to work independently and as part of a team.
• Knowledge of HIPAA regulations.
• Proficiency in Microsoft Office Suite.  
• Compassionate and client-focused approach.

 Compensation is commensurate with experience.
 ]]> Wed, 24 Jun 2026 00:00:00 EDT 1 Our client, a historic theatre, is seeking an Executive Director for a direct hire role in Ithaca, New York.

State Theatre of Ithaca Job Description   
Title: Executive Director
Reports to: Board of Directors
Oversees: Current organizational chart requires oversight of three direct reports: Director of Finance & Operations; Director of Marketing, Public Relations & Special Events; Director of Annual Fund & Membership. Organizational staffing includes nine full-time staff, part-time and temporary staff, and numerous volunteers.
Position Summary
The Executive Director (ED) serves as the chief executive officer of State Theatre of Ithaca and is responsible for advancing the organization’s mission, strategic direction, financial sustainability, and community impact. As the leader of downtown Ithaca’s iconic historic performing arts venues, the Executive Director will provide visionary and collaborative leadership while overseeing all operational, financial, fundraising, marketing, and community engagement activities of the organization.
Working in close partnership with the Board of Directors, staff, programming partners, donors, volunteers, and community stakeholders, the Executive Director will lead the Theatre through its next phase of growth and long-term sustainability as it prepares for its second century beginning December 2028. The ED will champion the Theatre’s role as a vibrant cultural and community gathering place while ensuring operational excellence, strong financial stewardship, and an exceptional patron and artist experience.
The ideal candidate will be a strategic, relationship-oriented leader with demonstrated success in nonprofit management, fundraising, team leadership, and community engagement. The Executive Director must be an inspiring communicator capable of building trust and enthusiasm among staff, volunteers, patrons, artists, donors, and the broader community.
The Executive Director serves at the direction of and reports to the Board of Directors. This position is full-time, salaried, and exempt in accordance with current labor laws.
Key Areas of Responsibility
Leadership & Strategic Vision

• Provide strategic leadership and organizational vision in alignment with the Theatre’s mission and long-term goals; ability to execute on vision by setting and achieving measurable goals.  
• Partner with the Board of Directors and Strategic Planning Committee to develop, implement, and regularly evaluate the Theatre’s strategic and long-range plans.
• Foster a collaborative, inclusive, and mission-driven organizational culture that supports staff engagement and development, innovation, and accountability.
• Serve as a visible and effective ambassador in the community and regional tourism and arts industry.
• Identify opportunities to strengthen the Theatre’s organizational capacity, audience engagement, partnerships, and long-term sustainability.

Fundraising & Development

• Lead and execute a comprehensive fundraising and development strategy to support the Theatre’s operational, programming, and capital needs with an eye toward long-term financial sustainability.
• Cultivate and maintain strong relationships with donors, sponsors, grant-making organizations, community leaders, and other supporters; ensure accurate donor stewardship and maintenance of donor records and development systems.
• Oversee annual fundraising initiatives including annual giving campaigns, major gifts, sponsorships, memberships, special events, and capital campaigns.
• Identify, write, and manage grants and funding opportunities, including public and private sources.
• Partner with the Director of Annual Fund & Membership to strengthen donor engagement and membership growth.

Financial & Operational Leadership

• Provide oversight and accountability for the Theatre’s financial management, operational effectiveness, and long-term sustainability.
• Demonstrate a deep understanding of organizational finances, including budgets, cash flow projections, and asset management.
• Work closely with the Board Treasurer, Finance Committee, and Director of Finance & Operations to prepare and manage the annual operating budget.
• Monitor organizational performance against financial goals and ensure responsible fiscal stewardship.
• Ensure compliance with all applicable federal, state, and local regulations; maintain appropriate insurance coverage, risk management procedures, and organizational policies.
• Oversee contracts, reporting, and financial coordination related to theatre operations and programming activity.

Theatre Operations & Facilities Management

• Provide oversight to staff who manage day-to-day theatre operations, including front-of-house operations, concessions, ticketing, production, technical operations, and building maintenance.
• Ensure the facility remains safe, welcoming, and well-maintained for patrons, artists, staff, and volunteers.
• Supervise facility repair, restoration, and capital improvement projects, including oversight of public funding and reporting requirements.
• Develop and maintain organizational safety protocols and operational procedures.

Programming & Artistic Partnership

• Collaborate with the Theatre’s Programming Committee and Exclusive Talent Buyer to support programming strategy and event planning.
• Contribute to the successful presentation of performances and events that align with the Theatre’s mission, audience interests, and financial objectives.
• Support collaborative relationships with artists, promoters, community organizations, and programming partners.

Marketing, Public Relations & Community Engagement

• Partner with the Director of Marketing, Public Relations & Special Events to oversee branding, marketing, sponsorship development, advertising sales, audience engagement and development, and public relations initiatives.
• Strengthen the Theatre’s visibility and reputation throughout the region through active community engagement and strategic partnerships.
• Represent the Theatre at public events, media appearances, conferences, and community functions.
• Build partnerships across civic, cultural, and donor communities.

Board Relations & Organizational Governance

• Partner closely with the Board Chair and Board of Directors to support strong governance and organizational leadership.
• Prepare materials and reports in advance of Board and committee meetings and provide regular updates on organizational performance and strategic initiatives.
• Support effective communication and collaboration between the Board, staff, and key stakeholders.

Team Leadership & Culture

• Lead, mentor, and support a collaborative and high-performing staff and volunteer culture.
• Facilitate a collaborative environment where all supervisors provide coaching and performance management support for direct reports.
• Foster an environment grounded in professionalism, accountability, creativity, inclusivity, and respect.

Minimum Qualifications

• Bachelor’s degree in a relevant field, or associate’s degree and equivalent professional experience
• Minimum of five years of progressively responsible leadership and management experience
• Demonstrated experience leading teams and managing organizational operations with adaptability and innovation
• Demonstrated fundraising, donor relations, and/or grant writing success
• Experience with strategic planning and organizational leadership
• Strong written, verbal, interpersonal, and technology skills
• Appreciation for diversity, equity, inclusion, and community engagement

Preferred Qualifications

• Nonprofit or arts organization leadership experience
• 7-10 years of progressively responsible leadership and management experience
• Knowledge of the performing arts, entertainment, or live event industry
• Marketing, sponsorship, or audience development experience
• Appreciation for historic preservation and community-based cultural institutions

Compensation for this role is anticipated in the $90,000-$120,000 range, depending on experience and qualifications; benefits include optional insurance and a generous time off/flexible work arrangement.

Additional State Theatre, history and community information: https://stateofithaca.org/joinus/

To apply, please send resume and cover letter to Kirsten Poirier: kpoirier@corpsteam.com
]]> Fri, 19 Jun 2026 00:00:00 EDT 1
The Buyer will be responsible for procuring & monitoring the movement of materials to meet production needs. In this role, the incumbent will also obtain materials using engineering & production schedules to maintain inventory at planned levels. Ensures material standards are met and non-conformances or variances are resolved. Monitors cost, schedule, and scope of assigned subcontracts to assure best quality at best value.

CORE RESPONSIBILITIES

• Assist in developing annual sourcing goals & put steps in place to achieve them (new supplier qualification, RFQ’s, renegotiations, suggest potential engineering redesigns for cost savings, internal company spending review, credit card holders review, etc.).
• Set-up in internal & external Kanban program & educate newer suppliers on the Kanban program & set-up.
• Daily Kanban management.
• Manage daily New Buy, Late & Kanban reports for actions needed.
• Create & manage supplier VMI contracts by creating, ceasing or modifying Agreements as needed.
• Facilitate supplier meetings with Inspector & Engineers as needed regarding quality issues to find resolution.
• Work with client Global Procurement Management Team on various cost savings & supplier projects.
• Conduct in indirect/purchase requisition ordering.
• Assist in researching & communicate ECO cost impacts to internal departments.
• Assist in ECO supplier notifications & PO updates. Perform Oracle New Part Set-up & Maintenance.
• Conduct Kaizen/continuous events & implement procurement department-related improvement processes.
• Work toward goal of achieving of 98% incoming inspection quality passing rates.
• Work toward goal of achieving of 95% OTD from suppliers.
• Assist in monthly department safety audits & reports findings.
• Participate in War Room spend audits, review & make cost spend recommendations/changes where needed.
• Assist in reconciling any Receiving,
• Incoming Inspection or Accounts Payable issues as needed to properly receive, return &/or pay for goods.
• Assist in as needed inventory audits.
• Assist in running reports for Supplier Scorecards, issue Corrective Action Plans & regularly audit Supplier performance, including site visits & report reviews.
• Participates in internal employee committee to assist with sources best venues, material costs & services.
• Assist in Reconciling month-end reports. Reconcile p-card monthly with Concur.

QUALIFICATIONS

• Bachelor's Degree in related field.
• Supply chain/procurement experience.
• The ability to analyze bills of materials for cost, lead time accuracy 100%.
• The ability to multi-task. College degree & any supply chain course or certifications are preferred.
• 1-3 years experience SAP Experience

Pay Rate- $28.69- $29.71/hour  
 ]]> Thu, 18 Jun 2026 00:00:00 EDT 1
Job Summary
The Digital Experience Journey Mapping Lead is a strategic, hands-on expert responsible for establishing and scaling journey mapping as a core organizational capability. This role acts as the SME who guides experience design, content strategy, and digital teams in designing customer-centric experiences grounded in journey insights. They will define standards, build methodologies, mentor teams, and recommend the tools and technology needed to embed journey mapping into daily workflows.

Job Duties
1. Journey Mapping Leadership & Framework Development

• Establish the enterprise-wide standards, methodology, and governance for customer journey mapping.
• Build scalable, repeatable processes that teams can use to design, maintain, and activate journey maps.
• Create frameworks that connect journey insights to end-to-end digital experience design, content strategy, personalization, and performance metrics.

2. Upskill and Enable Experience Design & Content Strategy Teams

• Train and mentor content strategists, UX designers, and digital partners on journey-led experience design.
• Facilitate workshops and hands-on coaching to elevate team capability.
• Provide best practices, templates, and playbooks to embed journey thinking across digital work.

3. Guide Experience Design Using Journey Insights

• Partner with UX, content, research, and digital experience teams to ensure experiences are intentionally designed based on journey understanding.
• Translate journey findings into recommendations for content structure, design patterns, message sequencing, and personalization triggers.
• Ensure all digital experiences align to a clear, customer-first journey narrative.

4. Technology & Tools Strategy (Non-IT)

• Evaluate and recommend journey mapping platforms and supporting solutions for visualization, collaboration, and activation.
• Partner with analytics, research, and digital experience teams to select and operationalize the right tools.
• Maintain the journey mapping tools ecosystem and ensure teams are trained and supported in using it.

5. Cross-Functional Alignment & Influence

• Serve as the organization’s journey mapping SME across marketing, digital, research, content, operations, analytics, and customer teams.
• Lead cross-functional workshops to identify friction points, moments that matter, and opportunity areas.
• Influence roadmaps and planning by ensuring customer insights and journey data inform prioritization.

6. Insights Integration & Measurement

• Collaborate with analytics, VOC, and research partners to incorporate quant + qual insights into journey maps.
• Define journey-level KPIs and success metrics aligned with business goals.
• Build processes to continuously update journey maps as new insights surface.

Minimum Requirements

• 6–10+ years in UX, CX, digital strategy, service design, or experience design.
• Demonstrated leadership in building or scaling journey mapping programs.
• Exceptional facilitation, communication, and coaching skills.
• Experience developing frameworks, standards, or operating models.
• Proficiency with journey mapping and collaborative design tools.

Pay Rate $45.90 - $75.00/hour ]]> Tue, 16 Jun 2026 00:00:00 EDT 1
The Senior Administrative Assistant provides support to meet the business needs of a small team of financial advisors as well as clients. Under moderate supervision, this job is meets the daily requirements and various other office needs, including operational tasks, organizational duties and office-wide coordination efforts.

Key Responsibilities and Duties

• Serves as primary administrative contact and front desk point of contact for the 6-7 financial advisors in the office, and supports any client visits, needs or requests. Answers questions and resolves administration-related issues.
• Provides support for daily office operations including greeting clients as they have in office meetings, answering phones as needed, making meeting arrangements, supporting any travel and expenses.
• Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing.
• Acts as a liaison between the team and internal departments, ensuring effective communication and cohesion.
• Maintains Advisor calendars, contact lists and provides ad-hoc support as needed.

Key Requirements

• 2-3+ years of Administrative Experience, Financial Services experience strongly preferred.  Other professional services may also be considered
• Excellent communication skills, professional, and collaborative / team focused 
• Sharp technical skills-  MS Office Suite, Outlook for calendar management, meeting scheduling. 
• CRM experience strongly preferred, Salesforce ideal 
• Highly organized, detail oriented 

  Pay Rate-$37.28- $39.28 ]]> Thu, 11 Jun 2026 00:00:00 EDT 1

This role serves as a liaison between IT and the end users which are Retirement Plan participants. 

Job Description:
 The Advice Product Management job is part of the management of end-to-end investment products, in terms of its description, customer satisfaction, financial performance, and value of the service.

This job may guide the investment leadership and relationship management discussion about the shape and content of the investment product portfolio delivered by the organization.
This job is part of a team of professionals focused on the creation and management of product, promotion, communication, distribution strategies and programs designed to achieve  the business objective of delivering a digital experience for participants that are saving for retirement.  A streamlined tool for helping them set their current allocation and future investment direction.
Key Responsibilities and Duties

• Defining, reviewing, grooming, prioritizing, and accepting Features to further the efforts of Accumulation Advice digital experience for retirement plan participants
• Help bridge awareness of dependencies between distinct development teams to ensure timely delivery of Features that leverage cross-functional Capabilities.
• Driving a User Acceptance Testing plan to ultimately ensure that Features delivered meet the desired specifications.

  Requirements

• University (Degree) Preferred
• 5+ years of experience required; 7+ years preferred
• Experience with AI preferred

Pay Rate- $45.16-$47.16/ hour
 ]]> Thu, 11 Jun 2026 00:00:00 EDT 1
Their firm of professional engineers reconstructs complex motor vehicle collisions by applying their engineering expertise using the latest technologies and best practices. The Professional Engineers play a critical role serving as project leads in conducting fieldwork and performing analysis using the latest technologies in 3D scanning and computer simulations supported by our internal digital media team. Professional Engineers also present accurate and compelling results to our clients and, at times, are asked to testify in trials.
 
Ideal candidates will hold a master’s degree in mechanical engineering and have had direct client-facing roles, for our Nashville regional office location. This opportunity involves some regional travel.  The candidate must enjoy working in a high-energy environment and being outdoors. 
 
Skills and Qualifications

• B.S. or M.S. in Mechanical Engineering.
• Prior/Current Accident Reconstruction Experience highly preferred
• 4+ years of Engineering experience, with strong client interaction accountabilities.
• Has obtained his/her P.E. License.
• Excellent Interpersonal skills (oral and written), and ability to foster strong relationships with teammates and clients.
• An interest in motor vehicles and automotive engineering.
• An interest in 3D Scanners, drones, and photography.
• Available to travel regionally.
• Comfortable working on a team and in a collaborative space.
• Positive attitude full of commitment and a desire to contribute.
• Passion for teaching/mentoring clients and colleagues.

 Base Salary $1750,00-$180,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.]]> Tue, 09 Jun 2026 00:00:00 EDT 1 Our client, a healthcare consulting firm, is seeking a Customer Service Specialist focused on Patient Advocacy for a direct hire role in Milton, GA. This is a fully onsite role.

A typical day for a Customer Service Specialist is utilizing systems/technology and coordinating efforts between patients, the patient doctor’s offices, and the drug manufacturers to acquire and maintain required documentation to facilitate obtaining the patient/member’s medication at no cost to the patient/member.

Will communicate regularly with patients, doctors’ offices, pharmacies, and internal team members through phone calls, email, and text to coordinate care, provide updates, and ensure timely follow-up throughout the process. Daily responsibilities also include working within multiple systems to document case activity, updating patient information, track statuses, pull reports, and complete required administrative paperwork to support order processing and patient assistance programs.

Must have professional, personable, and caring communication skills. The ability to gain trust from the patients/members is a critical component of this role and is needed to obtain the sensitive and key information necessary to fulfill orders. Ideal candidate will be self-driven and motivated with the ability to work under minimal supervision in a professional environment while meeting scheduled activities in a timely and efficient manner. Customer Service teams are highly collaborative, member focused and goal oriented.

Duties and Responsibilities:

• Follow communication scripts when managing a member’s communications.
• Build sustainable and trusting relationships with customers by going above and beyond providing amazing customer service.
• Adhere to established standards and guidelines with ability to help to recommend improved procedures.
• Inbound/outbound calls with customers to inform them of the company’s solutions and maintain accurate information.
• Help members understand the program by answering questions and explaining procedures and providing general information.
• Call doctors’ offices to obtain and maintain members’ current prescriptions.
• Document member activities, phone call results and communication in our systems/software.
• Complete required paperwork adhering to compliance standards.
• Maintaining patient confidentiality and compliance regulations such as HIPAA.

Required Skills and Qualifications:

• Excellent communication skills, both written and verbal.
• Substantial active listening skills.
• A patient and empathetic approach and attitude.
• Customer focus and highly adaptable to different personality types.
• Exceptional interpersonal and rapport building skills.
• Vigorous time management, organizational skills and attention to detail.
• Phone skills including the ability to incorporate appropriate phone etiquette.
• Creative solutions seeking.
• Comfortable working in fast paced environments.
• Adaptability and flexibility.
• Technically savvy, comfortable working with data input and reporting in multiple systems and learning new technology. Solid proficiency with Microsoft applications.
• Willingness and ability to learn about company’s products, services, and processes.
• Coachable with a willingness to learn and a desire to succeed.
• Process oriented, with a focus on continuous improvement.
• Self-Motivated.
• Strong data input skills.

Job Experience Preferences:

• Experience in a highly customer service-oriented role.
• Experience in a Call Center or Customer Support environment.

Base Salary $50,000-$55,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.
]]> Tue, 09 Jun 2026 00:00:00 EDT 1 Position Overview
Our client, a growing healthcare consulting firm located in Milton, GA is seeking a highly organized, hands-on Director of Operations/General Manager to oversee and optimize day-to-day operations. This role will have direct operational oversight supporting the organization’s pharmacy business, which provides a national medication procurement and fulfillment solution and implements plan optimization services for pharmacy programs. The organization is focused on improving medication access and affordability, including support for brand-name maintenance and specialty medications, while helping employers and members reduce prescription costs.

This individual will play a key role in ensuring operational efficiency across the business, with a strong focus on service center operations, team leadership, process improvement, systems management, P&L Financial responsibility, Key Performance Indicator development, dashboard weekly and monthly reporting to include financials and drive redundancy and scalability. The ideal candidate will bring experience managing operations within a call center, service center, HR shared services, healthcare support, pharmacy support, or customer service-driven environment, along with strong working knowledge of phone systems, CRM platforms, reporting dashboards, P&L, and operational KPIs.

---

Key Responsibilities

• Oversee the day-to-day operations of the organization’s service center and pharmacy support operations
• Ensure smooth execution of workflows across member/patient support, pharmacy-related service operations, staffing coordination, billing support, intake, and internal communication processes
• Support the ongoing growth and scalability of the business by identifying process gaps and implementing operational improvements
• Help ensure the service center effectively supports the organization’s mission of improving access, affordability, and fulfillment of prescription medications

Team Leadership & Management

• Directly manage a team of approximately 6 employees, with responsibility for helping scale the team to 7–10 employees by year-end and 20+ over time
• Provide day-to-day leadership, coaching, accountability, and development to team members
• Partner on hiring efforts and support onboarding and training of new employees to ensure they are ramped up quickly and effectively
• Foster a collaborative, service-oriented, and high-accountability team culture

Process Improvement & SOP Development

• Evaluate existing workflows and identify opportunities to improve efficiency, consistency, and service delivery
• Pull and review calls for quality, coaching, and training purposes
• Continuously optimize service center workflows, call handling processes, and internal systems usage

Systems, Reporting & KPI Management

• Manage and optimize the organization’s technology stack, including:
  • CRM platforms
  • VOIP / call center phone systems
  • contact management systems
  • operational reporting tools / dashboards
• Track and report on key operational metrics and KPIs, including service center performance, team productivity, workflow efficiency, and business outcomes
• Utilize dashboards and reporting tools to provide visibility into operational health, trends, and areas for improvement

Business & Financial Oversight

• Support operational budgeting, cost management, and overall P&L awareness
• Monitor operational profitability and identify ways to improve performance and efficiency
• Oversee operational support related to billing, receiving, and internal business processes

---

Qualifications

• 7+ years of operations management experience, ideally within a service center, call center, healthcare support, pharmacy support, customer service, HR Operations, or similarly fast-paced operational environment
• Proven experience managing people and leading teams in a high-service environment
• Strong background in process improvement, workflow optimization, and SOP development
• Experience managing or working within a call center / phone-based operation
• Hands-on experience with CRM systems, VOIP/call center phone systems, and operational dashboards/reporting tools
• Comfortable managing operational metrics, KPIs, and business performance
• Strong organizational, problem-solving, and decision-making skills
• Experience supporting or managing business functions such as staffing, HR coordination, billing, service operations, or healthcare/pharmacy-related support is highly preferred
• Strong communication and leadership skills with a hands-on, roll-up-your-sleeves mindset
• Must possess advanced Excel skills, with the ability to manage data sets, perform analysis, and support billing-related functions.

---

Ideal Candidate Profile

• Strong people manager who can lead, coach, and hold a team accountable
• Operationally minded and knows how to run a service center
• Comfortable being both strategic and hands-on
• Able to quickly identify inefficiencies and implement better processes
• Tech-savvy and confident managing CRM, phone systems, and reporting dashboards
• Thrives in an onsite, fast-growing environment where they can make an immediate impact
• Ideally brings experience from a healthcare, pharmacy, benefits, fulfillment, or service operations environment

Compensation is commensurate with experience.
 ]]> Tue, 09 Jun 2026 00:00:00 EDT 1
This role provides first-level technical support to the organization's internal users of computer applications, hardware, and network systems. It involves deploying endpoint hardware and software products and services, responding to inquiries regarding system procedures, online transactions, and systems status, and collaborating with other IT teams to resolve issues. The role emphasizes relationship building and developing a comprehensive understanding of site operations to enhance IT service delivery.

Essential Functions:

• Help Desk Support: Monitor the Help Desk ticketing system (e.g., ServiceNow) and provide timely assistance to customers with incidents, events, problems, requests, and projects.
• Issue Documentation: Document issue resolution in the ticketing system to ensure accurate records and knowledge sharing.
• Hardware Deployment: Deploy and set up computers, printers, multifunction devices, scanners, VoIP phones, and mobile devices using tools like Microsoft Endpoint Manager (Intune).
• Connectivity Maintenance: Ensure proper connectivity of all equipment including workstations, servers, phones, mobile devices, printers, scanners, and multifunction devices.
• User Account Setup: Assist in managing end-user accounts, permissions, and access rights using systems like Active Directory and Azure AD, following best practices regarding privacy, security, and regulatory compliance.
• Troubleshooting: Identify, troubleshoot, and resolve basic hardware and software issues with computers and peripheral devices. Escalate complex issues to higher-level support as necessary.
• Performance Monitoring: Monitor the performance of supported devices and report recurring issues to the appropriate support groups.
• Collaborative Support: Work with business partners and other IT support teams to facilitate software and hardware improvements, upgrades, reconfigurations, and/or purchases.
• End-User Assistance: Provide IT services for end users, including visitors within the assigned region.
• Security Support: Assist with resolving basic security-related issues and ensure compliance with enterprise data security standards.

 

• Knowledge Sharing: Exchange information and knowledge related to IT services with other members of the support team.
• Project Participation: Support the implementation of desktop and server systems in collaboration with other infrastructure and applications teams.
• Asset Management: Participate in network asset management as per documented processes.
• Team Support: Assist application development teams as needed throughout project lifecycles.
• Additional Duties: Perform other duties and special projects as assigned by the team lead.

Minimum Qualifications:

• Education & Experience: Associate’s Degree in MIS, Computer Science, or a relevant concentration preferred, with 1-2 years of experience; or 2 to 3 years of relevant and equivalent business or IT experience.
• Certifications: ITIL knowledge preferred. A+, Network+, Microsoft, or other relevant technical certifications are a plus.
• Technical Knowledge: Basic technical knowledge of current systems software, protocols, and standards, including Directory Services, Windows 10/11, Microsoft 365, Cisco VoIP and Networking, mobile communications, and ServiceNow ticketing system.
• Troubleshooting Skills: Basic hands-on software and hardware troubleshooting experience.
• Data Privacy: Knowledge of applicable data privacy practices and laws.
• Team Collaboration: Experience working within a team-oriented, collaborative environment.
• Decision Making: Makes decisions within scope using available relevant data, and seeks guidance when necessary.
• Business Focus: Shows an interest in understanding how the business operates and applies this understanding to improve service delivery.
• Continuous Improvement: Willingness to ask questions and take actions to improve tasks or processes within his/her own scope of work.
• Collaboration: Willing to collaborate effectively within his/her own team and across functional, business, geographic, and cultural boundaries.
• Communication: Ensures written and oral communications are clear and appropriate for the audience.
• Accountability: Accepts responsibility for actions and results, demonstrating drive and self-motivation.
• Change Management: Supports changes within his/her area of work and engages peers and stakeholders constructively.
• Planning & Prioritizing: Able to prioritize work based on dependencies, technology context, and impact to the business, while remaining adaptable to changing circumstances.

Pay Rate-$32.84-  $34.00/ hour
 ]]> Mon, 08 Jun 2026 00:00:00 EDT 1
Position Summary
Provide product marketing support by leading and managing content creation and maintenance for Retirement Solutions investment products. The Product Marketing role is responsible for product messaging, positioning and execution of marketing strategic campaigns and initiatives in partnership with Marketing and Distribution colleagues aimed at acquiring, developing, and retaining clients. By utilizing traditional as well as dynamic methods, such as client segmentation, marketing automation, digital and social methods, this job aims to execute multi-faceted campaign deliverables that deliver high-quality leads to the sales organization.

Primary Responsibilities

• Assist with the development and implementation of product marketing strategy, turning ideas into reality
• Manage seamless product launches by executing go-to-market plans, including developing campaigns and creating content deliverables
• Develop product positioning and messaging, crafting meaningful content based on audience needs
• Build and manage multi-media content, including sales materials, social posts, emails, and videos
• Develop strong working relationships with Product, Distribution, Marketing, Law, Compliance, and Sales Enablement partners
• Contribute to journey mapping for respective audiences – including identifying gaps, pain points, positive experiences, and identifying opportunities for future state needs
• Manage and help develop engagement and other measurements and KPIs based on overall business goals

Required Knowledge, Skills and Abilities

• Working knowledge of fixed and variable annuities and retirement plan industry (preferably 403(b)) a plus! 
• Asset Management, Wealth Management, or Investment Banking product marketing 
• Ability to manage multiple projects
• Collaborative content creator adept at building effective partnerships at varying levels of the organization
• Excellent project management and communications skills, Strong attention to detail - proofreading, editing
• Strong interpersonal communication and organization skills
• Technically savvy:  Strong comfort level with PowerPoint (revising, updating decks, templates, collateral) 

Minimum Experience/Education Requirements

• 3+ years of experience in marketing, ideally within financial services  - Asset or Wealth Management or Investment Banking
• Strong communication skills (oral and written)

Pay Rate- $42.85-  $44.85/ hour
 ]]> Mon, 08 Jun 2026 00:00:00 EDT 1
Job Description
The Events Coordinator will be a key member of the US events team, responsible for managing and coordinating all tradeshow assets. They will work alongside the event managers in developing the on-site branding for our large-scale events. In addition, this role will also collaborate with the AVP, Events Manager to execute conferences and sponsorships.

The ideal candidate will work closely with business leaders to understand and implement event requirements for the US region. Strong project management skills are vital to overseeing event logistics, including but not limited to budgeting, venue selection, contract negotiation, catering, audiovisual arrangements, and onsite support. With a meticulous, deadline-driven approach, the Events Coordinator will thrive in a fast-paced environment and deliver exceptional event experiences.

Key Responsibilities & Duties

• Oversee and coordinate all tradeshow assets in partnership with event managers and external vendors.
• Collaborate with the Events Managers to support events, conferences and sponsorships across the US region.
• Align event strategies with the US marketing go-to-market plan to support multiple distribution channels, including Wealth, Institutional, Retirement, and Insurance.
• Maintain a proactive and responsive attitude to address business partner needs at all levels.
• Track success metrics/KPIs, ensuring data is captured within Cvent and shared with relevant stakeholders.
• Ensure a positive and seamless experience for attendees, business partners, and team members.
• Handle all aspects of event planning and execution, including intake, scheduling, timelines, and onsite management.
• Adaptable to dynamic workloads and shifting priorities to meet project deadlines effectively.
• Maintain high-quality standards and a client-focused mindset in a fast-paced work environment.

Preferred Skills

• 1-3 years of demonstrated track record in event management
• Knowledge of CVENT platform
• Demonstrated track record in booth design and management
• Experience with lead collection
• Experience with exhibitor services
• Creation of invitations and event communications
• Excellent interpersonal, oral, and written communication skills
• Budget creation and management preferred 
• Ability to dynamically manage multiple projects at once, including frequent unexpected requests, with efficiency, urgency, and patience
• Ability to collaborate with partners to foster a positive and supportive environment
• Expectation of travel and extended hours while on site (20-30% domestic travel depending on season, typically fall and spring)

Requirements

• Degree: University degree preferred

Pay Rate- $37.62- $39.62/hour 
 ]]> Thu, 04 Jun 2026 00:00:00 EDT 1
Your Impact
As a Director, Information Technology, you will play a vital role in supporting the development and execution of all IT solutions including infrastructure, cyber security, business systems, digital innovation, and data strategy. Your efforts will directly contribute to the company’s success by supporting the technology planning process, guiding the delivery of projects, and services to business teams throughout the organization while partnering with key stakeholders to define the overarching long-term IT strategy and portfolio of solutions in partnership with the CFO.

Key Responsibilities

• Support refinement and execution of the IT strategy and investments aligned with the company’s business and growth objectives.
• Identify and implement best practices that will support the organization’s future needs.
• Act as a business partner to cross-functional team members to identify and implement technology-driven opportunities that improve efficiency, innovation, and scalability to create a competitive advantage in the marketplace while delivering measurable business impact.
• Oversee and execute regular IT audits, enterprise risk evaluations, and compliance meetings with CFO and/or other key stakeholders to ensure alignment between IT strategies, business objectives, and operational capacities.

 

• Oversee the design, implementation and management of robust, secure and scalable IT infrastructure to support business operations.
• Ensure optimal performance, enhancements, and reliability of critical business systems, including ERP, CRM, and reporting tools.
• Lead, mentor, and develop a high-performing IT team. Foster a culture of continuous improvement and accountability. Conduct performance reviews and provide opportunities for professional growth.
• Maintain expert knowledge of business processes, industry trends, and best practices to ensure IT solutions are in line with the evolving market.
• Maintain comprehensive cybersecurity strategies to protect sensitive data and proprietary information.
• Manage vendor relationships, contract negotiations, and service agreements for ERP, CRM, hardware, software, cloud, and managed services.
• Support the development of and own the execution of the annual IT operating and capital budget.

What You’ll Bring

• Bachelor’s degree in computer science, engineering, business administration or a related field required.
• 8+ years of progressive IT experience including 5 years in an IT leadership role managing teams, external vendors, applications, ERP, etc.
• Working knowledge of IT infrastructure, ERP systems, CRM systems, and Microsoft Fabric (running Epicor P21 and Microsoft Dynamics as ERP and CRM systems, respectively).
• Strong knowledge of SQL; experience with C# (or other object oriented code) and APIs to read and write data from one system to another.
• Excellent computer skills, attention to detail, and written and verbal communication skills.
• A proactive, results-driven approach with the ability to work both independently and collaboratively

Additional Information

• Location: Norwalk, CT or Dallas, TX
• Travel: Up to 15% for in-person trainings and meetings in other office locations
• Work Authorization: Must be able to show evidence of authorization to work in the U.S. without employer sponsorship.

Base Salary $150,000-$170,000. Final determination of salary will be based on an evaluation of experience, education,,budget, etc.
 ]]> Wed, 03 Jun 2026 00:00:00 EDT 1
Job Description Summary
Supports a wide range of activities supporting firm and business unit needs, including administrative support.
Provides administrative and secretarial support to management teams or product areas. Uses business software applications to prepare correspondence, reports, minutes, etc. Receives, screens and directs incoming calls, visitors, mail and email. Arranges business travel, coordinates meeting arrangements and tracks and submits expenses.

Your Role
The Sr. Administrative Assistant will provide various technical and administrative support functions to the Managing Director, Chief Technology Officer (CTO) and the broader Technology department. The candidate will demonstrate an eagerness to learn, possess the skills and desire to ensure accuracy, and be a self-paced problem solver who is always looking for innovative ways to conduct business and serve our clients.

You Will Be Responsible For:

• Heavy calendar management and consistent collaboration with other Assistants across the firm
• Lead meeting coordination and logistics planning in partnership with other colleagues on time sensitive meetings and tasks
• Maintain structure and schedule of prep/debrief meetings for key senior leadership meetings and committees.
• Comprehensive travel management. Maintain travel log, schedule and analysis.
• Manage expense report and invoice review and approval
• Coordinate internal and external client meetings including meals and in-office logistics coordination

The Experience You Bring:

• 5+ years administrative/professional office experience
• Bachelor’s Degree preferred
• Sophisticated digital literacy in Microsoft Office 2010 (Word, Excel, PowerPoint) must be proficient in document management & creation with demonstrated ability to combine documents from all MS Office products & Adobe Acrobat
• Ability to multi-task with accuracy, prioritize work, and meet tight deadlines
• High level of communication skill (oral and written) and organizational skills
• Ability to learn new software packages as needed with the expectation to be proficient in a short amount of time

Pay Rate- $36.00- $38.00/hour  
 ]]> Mon, 01 Jun 2026 00:00:00 EDT 1
The Sr. Payroll Tax Specialist is responsible for supporting the Payroll Operations team to ensure tax rates are accurate and up to date in Workday and Payroll tax filings are completed in a timely manner.  This role will also provide operations and audit support to the Payroll Operations team and will oversee and supervise the organization's payroll processing functions, ensuring pay is processed on time, accurately, and in compliance with government regulations. Oversees the daily workflow of the department. 

 Key Responsibilities and Duties

• Review Workday Payroll Tax set up for each legal entity and jurisdiction, identify issues and partner with Alight Tax Filing Services and HRIT to update and correct.
• Perform review of the Monthly-Quarterly Tax filing package:
• Review for accuracy and timeliness
• Work with Payroll Accounting to ensure alignment and reconciliation with G/L record
• Manage and reconcile payroll taxes at the employer and employee level
• Timely remittances to the tax authorities and accurate reporting of withholding taxes
• Reconcile QTD and YTD tax amounts withheld, reported and deposited on quarterly and annual basis for assigned entities

• Manage SUI rate updates; send to payroll processing provider and ensure updated in WD.
• Complete and submit applications for new tax jurisdictions, closing jurisdictions.
• Research and resolve payroll tax notices for multi-state tax entities. Effectively resolve and escalate issues, demonstrate excellent record of delivery.
• Support internal and external audit data requests.
• Prepare materials needed for tax provisions at year-end and tax audit.
• Partner with Payroll Accounting to research any open G/L items.
• Discover and identify new areas of risk, and potential noncompliance and manage to resolution and full compliance.
• Experience working well independently as well as with stakeholders and communicate the benefits of tax initiatives.
• Overseeing and reviewing payroll payments and account reconciliations.
• Work in concert with Payroll Manager to ensure payroll is processed in a timely manner in compliance with payroll laws and regulations.
• Supervises and controls payroll preparation and production, including regular, special, and supplemental payrolls. Ensures adherence to standards and procedures, and takes corrective action to resolve problems, delays, and inaccuracies.
• Coordinates payroll operations with other accounting and data processing units, confers with other administrative and technical staff regarding changes and new systems, and participates in developing, implementing, and testing procedures.
• Implements, maintains, and reviews payroll processing systems to ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions.
• Regularly perform audits on the system to ensure data integrity; responsible for the resolution of discrepancies that might adversely impact on the company's tax returns.
• Define key metrics and create metrics reports and set up reporting process.
• Collaborate with co-workers to increase productivity by eliminating duplication and coordinating information requirements. Drive process improvement initiatives to reduce manual efforts.
• Coordinate system improvements as new business requirements arise and enhance means of correcting possible noncompliance. Requirements
• University (Degree) Preferred
• 3+ Years of experience required; 5+ Years Preferred

Pay Rate- $45.47- $47.47
 ]]> Thu, 07 May 2026 00:00:00 EDT 1
The Opportunity
We are seeking a seasoned investment professional to join our New York team, and we want to be clear about what that means. This is not a business development role with some client service attached. It is not a relationship management role with some investment overlay. It is a deeply integrated trusted advisor role, designed for someone who has outgrown environments where conflicts of interest, institutional incentives, or product shelf constraints have limited what they can do for the people they serve.

If you are technically sharp, intellectually curious, and genuinely motivated by the belief that exceptional families deserve exceptional advice this role was designed for you. You will join a stable, long-tenured team that takes collaboration seriously and measures success by the clarity, confidence, and progress of the families we serve. The right candidate will find here something rare in this industry, which is a firm whose interests are structurally aligned with its clients', a team that holds itself to genuine standards, and a professional home designed for the long term.

Character and Culture

• A deeply collaborative nature, and a genuine belief that the best outcomes are always collective ones
• Intellectual curiosity with a need to understand not just what a client wants, but why, and what they haven't yet thought to ask
• Purposeful and authentic in client relationships; comfortable with candour, not prone to telling people what they want to hear
• Tenacious in follow-through, humble in approach, and someone who takes the work seriously without taking themselves too seriously
• A natural inclination toward stewardship over salesmanship

Experience and Expertise

• 15+ years of relevant investment experience, ideally with a significant focus on ultra-high net worth and affluent family clients
• A broad and working knowledge across asset classes, including private and alternative investments
• Strong command of integrated financial planning, and sold understanding how investment, tax, estate, and family governance decisions intersect
• Demonstrated ability to translate complex investment topics into clear, engaging, and actionable guidance for sophisticated (and non-specialist) family members alike
• Existing credibility and comfort as a public-facing professional, be it on panels, webinars, writing, or thought leadership

Qualifications

• Relevant qualifications as an Investment Advising Representative (IAR)
• CFA designation and/or relevant licensing required
• Priority given to candidates with direct experience advising family offices, ultra-high net worth individuals, and multi-generational families
• Bilingual/Spanish strongly preferred

Primary Responsibilities
Client Relationships

• Own each client family's complete experience with the firm, not just their portfolio, but their confidence, clarity, and peace of mind
• Identify and advance client priorities beyond investments: multi-generational planning, family governance, philanthropy, family office structure, and operating business considerations
• Lead client meetings and ensure all deliverables are not only accurate and timely, but genuinely illuminating
• Translate complex investment and financial topics into insights that empower families to make better decisions, not just accept recommendations
• Serve as a trusted thought partner on matters both inside and outside the firm's formal purview, as needs arise

Business Development

• Participate in business development efforts to bring the firm’s value proposition to prospective UHNW families
• Represent the firm at industry events, panels, and webinars, thereby contributing to the brand as a credible, independent voice in the wealth advisory space
• Produce and contribute to thought leadership content that addresses the evolving needs of affluent families and reflects the firm’s distinctive point of view

Strategic Investment Planning

• Develop integrated investment plans anchored in each client family's unique goals, values, and circumstances
• Lead the development and ongoing updating of clients' Investment Policy Statements
• Review new client families' existing investments for alignment with their objectives and our investment principles
• Partner closely with clients' external tax advisors to ensure a fully integrated financial strategy
• Stay attuned to the changes in clients' lives that may warrant adjustments to their plans — sometimes before clients recognize those changes themselves

Investment Allocations

• Provide non-discretionary clients with recommendations that are clear, actionable, and appropriately contextualized
• Manage discretionary client capital in accordance with clients' IPSs and the firm’s investment principles
• Coordinate with tax advisors on asset placement strategy
• Attend Investment Committee meetings and remain actively engaged in the firm's investment activities
• Ensure seamless investment execution in partnership with practice group members, client service, and operations

Reporting and Monitoring

• Provide ongoing information, analysis, and education to client families on their investments
• Oversee the timely delivery and accuracy of investment reporting
• Manage the design and delivery of custom portfolio analyses
• Liaise with the investment and operations teams to address client questions with

care and precision
Base Salary $250,000-$350,000 Final determination of salary will be based on an evaluation of experience, education, budget, etc.

 ]]> Wed, 06 May 2026 00:00:00 EDT 1
CORE RESPONSIBILITIES AND TASKS

• Drive proactive improvements to Collections effectiveness
• Provide impactful proactive action plans via frequent monitoring of past due percentages
• Create and execute strategic actions plans to enhance cash flow timeliness
• Ensures SLA’s are met and partners with extended Shared services team to improve performance
• Challenges Status Quo and actively participates in continuous process improvement projects and Kaizen events
• Performing root cause analysis, drives process improvement to ensure further process efficiencies
• Drive process and ensure goals are met, by participating and leading governance calls
• Timely collections and resolution of past due accounts receivable for assigned key customer accounts
• Develop and maintain positive and effective relationships with external Key Account’s and internal stake holders
• Work closely with Customers and Cash Applications Department to resolve open credits & refunds
• Lead initiatives to improve DSO, involving various internal stake holder groups
• Champion SAP improvement projects
• Dispute management

POSITION REQUIREMENTS

• 4 degree - Accounting/Finance preferred
• Specialized skill training/certification a plus

KNOWLEDGE & EXPERIENCE

• 5+ years of B2B Collections work experience & sound knowledge of order-to-cash process
• Excellent written and verbal communication skills
• Must be proficient in Microsoft Excel, Word, and Outlook
• SAP and Get Paid experience
• Required Portal uploading (preference for Government portals - PIEE ( WAWF) and IPP.gov

ADDITIONAL DIMENSIONS:

• Processing collections for Key Account’s only and providing oversite to the third-party team that is processing collections
• Advising and supporting the third-party firm on escalated issues
• Proactive and analytical role to look for process improvements, this role is no longer driven by workload (quotas and productivity standards)
• Measured on coaching, guiding and mentoring third party team as well as collection productivity for key accounts
• Proactively lead efforts that lend to continuous improvement opportunities
• Identify and execute initiatives to improve DSO

Pay Rate: $25.23 -$27.23/hr depending on experience and skills.
 ]]> Fri, 27 Mar 2026 00:00:00 EDT 1