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Company Overview
WGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future. We are currently seeking a skilled and team-oriented individual to join our practice as a Client Service Department Manager.
Job Summary – Client Service Department Manager
The Client Service Department Manager provides leadership, oversight, and direction to the client service team to enhance overall functionality of the practice. The position is responsible for the direct supervision of all paraplanners and client service associates, including hiring, evaluating, coaching, and development. The manager is also responsible for planning and maintaining all department work systems, procedures, and policies that enable and encourage the optimum performance of all assigned employees and achievement of practice goals. This position consistently follows high standards of business and professional ethics and legal and regulatory requirements when performing work activities.
Responsibilities
- Manage client service environment and employees.
- Consciously create a workplace culture that is consistent with the practice’s overall vision, guiding principles, and values.
- Foster a spirit of teamwork and unity among client services team members that creates a positive environment for achieving practice goals.
- In conjunction with the COO and Partners, establish strategic goals for the client service department and identify the resources and training needed for successful implementation.
- Provide oversight, direction, and supervision to the client services employees in accordance with the practice’s policies and procedures.
- Mentor and develop employees to foster career advancement opportunities.
- Interview, select, and hire new employees and provide orientation and training.
- Implement and oversee ongoing training of employees on new processes, products, and systems.
- Establish and use performance management and development processes that include employee contributions, goal setting and feedback.
- Provide effective performance feedback through employee recognition and rewards, and conduct disciplinary action, when needed.
- Communicate and meet regularly with COO, Partners, and others within the practice on the client service team’s overall performance and needs.
- Serve as the main conduit between the client service team and the front office, advisors, COO and Partners on issues impacting delivery of services to clients.
- Monitor, evaluate, plan, and implement effective and efficient systems, procedures, and processes that fulfill the mission and goals of the practice and client service department.
- Identify and implement solutions to resolve complex client issues and questions.
- Maintain client service department employee work schedules including assignments, training, vacations, paid time off, coverage for absenteeism, and overtime.
- Establish effective communication with employees through regular client service team meetings, one-on-one meetings, email, and regular interpersonal communications.
- Maintain high standards and assure compliance with all legal and regulatory requirements.
- Maintain professional and technical expertise by attending workshops and trainings, keeping current on changes in financial planning trends, and participates in other management level activities.
- Perform other duties as assigned.
Qualifications
- Bachelor’s degree or equivalent work experience.
- Active Series 7, Series 66, and Life licenses.
- Prior experience working in a management position within the financial services, banking industry or related role.
- Demonstrated experience supervising a team of direct reports.
- Proven leadership, team building, and staff development skills.
- Strong analytical and problem-solving skills.
- Experience creating and implementing procedures and systems to effectively achieve goals.
- Excellent writing and communication skills.
- Understanding of compliance issues, rules and regulations for the industry.
- Ability to think strategically while maintaining a focus on a tactical level.
- Self-motivated and able to perform in a fast-paced work environment.
- Effective communicator and able to establish positive relationships with employees, advisors, clients, and others.
- Detail oriented, well organized, and able to multi-task and effectively prioritize workloads.
- Results oriented.
- Positive attitude and sincere willingness to constantly learn and grow.
Compensation and Benefits
- Compensation commensurate to experience.
- Comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation, and sick time.
- Performance based bonus opportunity.
- Covered costs for licensing and continuing education towards your training and development goals.
Why Choose WGG!
Reputation – For over twenty years, we have been helping clients protect their wealth. We have an established track-record of stability and success where you can apply your skills in a place you love to work and help make a difference.
Growth Opportunities – We focus on the professional growth and development of every team member, creating opportunities to expand your knowledge and grow your career.
Career Development and Education – In addition to nationwide trainings, we offer in-office learnings and professional development to grow your knowledge and skill base.
Comradery – Work alongside a large team where you can learn from seasoned Advisor mentors and grow with a variety of professionals.
Community Focused – We are passionately committed to giving back to the local community through our donations, sponsorships, event participation, and board positions with a variety of local charitable organizations.
How to Apply:
If this sounds like an exciting opportunity to you, we invite you to apply for the Client Service Department Manager position. We look forward to reviewing your application and potentially welcoming you to our growing team.
WGG Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.
3741 Douglas Blvd. Suite 290, Roseville, CA 95661.
Wggwealthpartnes.com | [email protected]
WGG Wealth Partners
The Product Manager for Advanced Biological Patent Search (SequenceBase), is the “CEO” in charge of developing and growing SequenceBase, an essential web-based technology platform which supports those working in biologics to search for sequence information in global patents. This Product Manager will also be responsible for discovering, developing and growing Clarivate’s overall solution set in biological patent searching.
The Product Manager will be part of the larger Patent Intelligence, Search, and Analytics product team, collectively growing Clarivate’s solutions to support corporations, law firms, and government patent and trademark agencies in developing, protecting, and investing in their intellectual property.
About You – experience, education, skills, and accomplishments
- BS Degree
- Minimum 7 years in a product management, product owner, or related role interfacing with customers and products
- Minimum 5 years customer facing in cloud-based or SAAS vendor organization
It would be great if you also have . . .
- MBA or masters in related discipline
- Expert understanding of Genomics and Genetics and sequences and alignment and next generation sequencing
- Experience working with Intellectual Property (IP); i.e. patents and/or trademarks.
- Experiencing developing or supporting software for legal or IP professionals.
- Experience using Salesforce CRM and PowerBI (or similar tools)
What will you be doing in this role?
- Execute an outcome- and impact-driven product development cycle
- Nurturing deep customer engagements and relationships to draw out and validate market insights and problems
- Partnering with consulting or services businesses to source new ideas, refine user requirements, test prototypes, and automate manual tasks via your solutions
- Engaging with a multi-functional squad to identify hypothetical solutions and bring forward constraints related to value, experience, feasibility, and viability.
- Leading rapid experimentation and data-gathering to address risky assumptions in discovery
- Leading rapid MVP build of new enhancements, and iterate towards achieving product-market fit and scaled growth
- Refining and iterating on features and solutions constantly, leveraging customer and community feedback throughout
- Prioritizing a roadmap of epics to represent the best possible opportunities to solve strategic objectives for customers and drive KPI targets
- Managing a prioritized backlog of tickets to define the squad’s development activities, including writing user story tickets with acceptance criteria, logging bug tickets reproducible and expected behaviors, and grooming and planning tickets with the squad as part of sprint cycles
- Providing context and clarification to the squad as tickets are groomed, executed, tested, and accepted
- Sharing key user stories and efforts in development with relevant GTM and customer support teams to help them communicate and drive adoption of new enhancements to customer community
- Sharing and celebrating key customer and product milestones with all cross-functional partners
- Lead and partner with a multi-functional squad
- Driving team-building efforts for the cross-functional development squad to increase levels of trust and communication
- Establishing with the squad a strong chemistry and cadence for development, cognizant of the business goals and the team’s strengths
- Forging a strong relationship with the tech and UX leaders on the squad to jointly steer the squad towards continuous improvement and success
- Achieve commercial goals
- Setting and achieving commercial growth targets
- Joining sales calls and thought leadership opportunities to represent the strategy and direction of the product
Clarivate is an Equal Opportunity Employer Vets/Minorities/Women/Disabled
Clarivate
Director of Survey and Mapping
KEITH is looking for a Director of Survey and Mapping in our Pompano Beach, Florida office. We are looking for positive individuals to fit our energetic culture. We are a well-established multidisciplinary company that offers land surveying, subsurface utility engineering, civil engineering, planning, landscape architecture, and construction management services. The firm was founded on the principle of achieving success by combining the latest technology with client oriented business practices, and a strong group of talented professionals.
What you will do:
As the Director of Survey and Mapping, you will be responsible for managing the day-to-day operations of the department, providing strategic direction, and ensuring that all work is completed to the highest standard.
- Provide leadership and strategic direction for the survey and mapping team
- Manage the department’s budget and resources
- Oversee the design and execution of survey and mapping projects
- Participate in planning and implement procedures and systems to maximize operating efficiency
- Establish work plans and staffing requirements for multiple projects
- Participate in business development opportunities and maintain strong client relationship
- Develop and conduct presentations to clients and other critical stakeholders
- Effectively interface with sub-consultants and as well as other business relationships
- Provide support to other operational units as needed
- Represent company interests while in meetings and trade shows as needed
What You Bring to KEITH:
- 10+ years of industry related work experience in a professional or management capacity
- Bachelor’s degree in related discipline/and or equivalent experience
- Demonstrated experience in project/phase management
- Strong proficiency with or understanding of tools such as AutoCAD, MicroStation, ORD Open Roads, MS Office Suite
- Excellent written and verbal communication skills including the ability to clearly define assignments/deliverables to team members
- Ability to oversee, mentor and motivate a team
- Professional License preferred
We offer competitive benefits, including:
- 100% PAID Medical, Dental, and Vision
- Employer matched 401K – 100% Vested on Day 1 of contribution!!!
- Paid Parental leave and Life Insurance
- PTO, Holidays, and more!
…
KEITH
The ideal candidate will assist in all areas of marketing lead generation and marketing support. They will be comfortable maintaining various marketing campaigns and have a creative skillset that enables them to brainstorm new initiatives.
We need someone who wants to grow into a marketing manager role who already has a proven track record in customer product alignment and content creation.
Responsibilities
- Develop and maintain websites, newsletters, emails, social media campaigns
- Contribute to marketing and creative brainstorming initiatives
- Identify and propose internal/external ideas and initiatives to help promote general awareness of the company brand
Qualifications
- Bachelor’s degree or equivalent experience
- 2 – 3 years’ experience in marketing/brand management
- Excellent written and verbal communication skills
- Ability to manage multiple priorities
- Knowledge of all social networking platforms
InsuredMine
As a Marketing Coordinator you will be positioned to acquire a broad spectrum of experience and growing responsibility focusing heavily in creative and social media marketing, complemented with traditional marketing approaches. You will be responsible for maintaining processes and project scheduling for organic and paid social media, photo and video shoots, monthly creative campaigns, and marketing support for new and transfer stores. Whether a recent grad or looking to begin your journey into the marketing realm, we’ve got an environment that supports your ongoing growth and offers different career paths to support your interests.
Winmark Corporation is a premier, nationally recognized franchisor of over 1290 resale retail stores in North America, including Once Upon A Child®, Plato’s Closet®, Play It Again Sports®, Music Go Round® and Style Encore®.
Primary qualifications include:
- Bachelor’s degree in Marketing, related focus, or comparable experience
- Up to 2 years previous project marketing coordination, traffic coordination, creative, or similar experience
- Strong organizational and time management skills, with attention to detail being of crucial importance
- Ability to work independently and handle multiple shifting priorities
- Excellent communication skills required along with a high degree of professionalism, tact and diplomacy
- Proficiency in Windows Office Suite: Word, Excel, PowerPoint, and Outlook
- Previous exposure to project scheduling and tracking tools helpful, but not required
This is a full-time entry-level position on-site at Winmark’s Plymouth, Minnesota location (Monday – Friday, 8 am – 5pm). Annual salary is $48,000, plus discretionary profit-sharing and great benefits package.
At Winmark Corporation you will work in collaboration with others who are passionate about cultivating strong relationships and those who want to make a positive influence on communities, while making a sustainable impact on the world. At Winmark you will discover what it’s like to work for a company where taking care of our people is genuinely a top priority – where we seek out those looking for a career, not just a job, and we offer exceptional benefits.
In exchange for your talent, Winmark offers rich health and welfare benefits such as a low premium, low deductible health plan, dental insurance, company-paid life and short-term disability insurance, generous paid time off, profit sharing, 401(k) retirement plan, and more. Open doors, relationships and taking care of our people are essentials of the Winmark culture; we offer career pathing, development opportunities and promote from within. Looking to surround yourself by people that help you become your best you, then let’s connect!
Winmark – the Resale Company
JOB RESPONSIBILITIES
Develop Campaign Programs
- Assess the market demographic and industry constraints to propose appropriate Campaigns that will increase market share and profitable revenue growth. Develop proposals including target audience, budget, implementation timeline, program duration, KPIs, and internal or vendor resources. Leverage internal Marketing resources as appropriate. Ensures campaigns adhere to Branding standards and regulatory compliance.
- Present proposals to local, sales, and market management for review, input, and approval. Revise proposal as appropriate to obtain approval.
Implement Campaigns
- Collaborates with internal and external resources to implement Campaigns on time and within budget. Obtain permits, insurance, products, literature, marketing materials, or similar to support campaigns. Order and schedule delivery of marketing materials, products, or resources to ensure availability.
- Develops power point and presents Campaign to internal sales associates and management teams to ensure target audience, KPIs, and sales team expectations.
- Timely, forwards campaign leads to sales management for further qualification and assessment.
Administration
- Maintain and publish KPIs on ongoing Campaigns
- Develop and maintain a Campaign Playbook including Project Plan, KPIs, and lessons learned
- May observe sales team in order to identify areas to improve campaign execution
- Additional responsibilities as requested or assigned
Requirements
Education & Licenses:
- Bachelor’s degree in Marketing, Communications, Funeral Sciences, or related discipline
Experience & Knowledge:
- At least six (6) years’ marketing or sales experience with progressively increasing responsibilities.
- At least two (2) years’ marketing or campaign experience with a demonstrable record of achieving KPIs. Campaign experience may include direct mail, branding, grass roots events, seminars, affinity relationships, or similar.
- Bilingual Spanish
Skills & Abilities:
- Computer literate and proficient with MS Office, Word, Excel, and Power Point
- Understanding of market penetration, market demographics, campaign KPI analytics, and industry acumen
Work Conditions
When considering the work environment associated with this job, the following factors may apply:
- Environment – Work is both indoors and outdoors regardless of seasonal weather; professional attire required when in contact with families
- Postures – Frequent continuous period of time sitting or standing up to 6 hours per day; frequently climbing stairs to access buildings
- Physical Demands – Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
- Hours – May work beyond standard hours or schedule as business needs arise
- Travel – limited amount of local and/or multiple location travel required
Compensation
$64,480.00 to $65,000.00 annually
An individual’s pay within the scale is based on several factors that may include one or more of the following: background, skills, relevant experience, performance, education and work location.
Benefits:
Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program
Service Corporation International
About the job
A shared passion for our brands and what we stand for is a plus! Reporting to the Director of Brand Marketing, the key function of the Brand Manager (BM) is to spearhead marketing platforms and programs including consumer, customer and bottler facing activities. The BM will responsible for tracking and maintaining monthly performance reports and continuously monitoring marketing trends and keeping a close eye on competitors in the marketplace.
Essential Job Functions:
Brand Planning
- Support in the creation and development of the brand marketing plan – from strategy to analysis and detailed marketing support informed by data and insights.
Business Analytics
- Demonstrate a deep understanding of drivers of performance of assigned category and brand. Identify opportunities and issues to drive brand growth and profitability.
- Responsible for monthly brand performance reporting including Nielsen, VIP and Customer / Business Unit (BU) Performance.
- Collaborate with insights team to leverage research (historical, secondary) and insights (consumer).
Bottler And Customer Engagement
- Brand Presentations – work with category management, consumer Insights, strategy, commercialization, and the sales team to develop compelling brand selling stories.
- Generate compelling consumer marketing programs, to drive demand at retail.
Innovation And Product Launches
- Develop and execute integrated marketing plans and go-to-market strategies for new campaigns and product launches, collaborate cross-functionally with Sales Operations, Shopper, Digital, Creative, and industry partners to create compelling innovation stories.
- Champion the brand with compelling presentations with insightful detailed information.
Partnership Marketing
- Facilitate the execution of the Brand’s Pillars, Partnerships and Platforms.
- Assist the Brand’s Consumer engagement efforts surrounding marketing partnerships, events, and consumer centered programs.
- Project Management: Develop and manage project workflows as it pertains to brand marketing Initiative’s.
Digital / Social
- Assist with the management of digital campaigns / marketing pillars, social strategies, and content
Position Requirements
- Minimum 5 years relevant Brand Marketing work experience in beverage, CPG or lifestyle marketing required.
- Must have been with the same org for a minimum of two-years with a demonstrated successful track record as a Brand Manager.
- Bachelor’s degree in Marketing or related field preferred.
- Ability to travel 20%+ of the time.
- Strategic Thinker and full commitment for execution.
- Strong passion and responsibility to deliver results.
- Experience with lifestyle marketing, digital media, sponsorships, and event marketing.
- Passion for action sports, motorsports and/or strong cultural understanding is a plus.
- Familiarity with Project Management Software is a plus (Air table/Click up).
- Working knowledge in Microsoft Office (PowerPoint, Excel, Word), Microsoft Outlook.
- Highly motivated self-starter with a strong sense of urgency.
- Strong organizational and communication skills.
24 Seven Talent
About Segway Inc
Segway Inc, develops, manufactures, and sells personal electric transportation devices. Founded in 1999, Segway continues to be the worldwide leader in personal transportation, selling products in more than 80 countries and regions. Due to our innovative nature, we are experiencing growth and looking for talented individuals who want innovate with us!
Job responsibilities:
1, Responsible for after-sales service team and talent development;
2, Responsible for after-sales service work plan, standards, systems, procedures development and management
3, Responsible for after-sales customer satisfaction and customer loyalty research, analysis, improvement and etc.,
4, Responsible for after-sales operation management, mainly focusing on service capacity building, service standard formulation, service process construction and service order closed-loop;
5, Responsible for after-sales installation/maintenance service standards, service network technical training/technical support promotion
6, Responsible for after-sales parts management, parts planning, parts adjustment, warranty parts recycling, value-added product promotion and etc
7, Responsible for the construction, operation and management of regional after-sales service center
8, Responsible for after-sales service system construction
Requirements:
1, 5 yrs experience in after sales operation and team management
2, Bachelor of Science is preferred,
3, Ebike, appliance industry background is preferred
4, Proficient both in verbal and written English
5, over 3 years of experience in overseas after sales team management
6, Good team player, diplomatically and collaboratively work with diversely team
7, Able to build after sales service system
Salary range: 150k to 250k USD per year.
Segway
Full-Time | IN-OFFICE ONLY | Location: Downtown Los Angeles
Who You Are
The Social Media manager will play a key role in daily content creation, community management and ambassador outreach. This position will be tasked with accelerating the brand vision for That’s it. on social media channels including but not limited to: Instagram, TikTok, Discord, X and YouTube accounts with an emphasis on storytelling and creating engaging content. The individual should also be adept at leveraging data and analytics to continue to refine and optimize the content strategy and drive performance.
What You’ll Do
You’re a highly motivated, highly creative individual with experience and passion for connecting with current and future fans of That’s it. In this role, you will engage with our community daily, develop and expand our online reputation, and leverage existing creative content to bring a human connection to the brand.
This individual will manage the company’s social media accounts, focusing on organic content, community engagement, ambassador/influencer outreach and brand management, and will work closely with the digital advertising team to create synergies in social media efforts.
Key responsibilities include:
- Run the day-to-day execution of social media, including posting content and community management.
- Build our social audiences on multiple platforms and engage with them daily.
- Own the content calendar and work closely with design team to develop content
- Nurture relationships with industry influencers, media contacts, and customers via social media interactions and conversations
- Implement a monthly content editorial calendar and regular social publishing schedule to manage content and plan specific, timely marketing and PR campaigns.
- Build and nurture our ambassador fan program on Instagram, Discord and Email
- Keep a pulse on social trends, pop culture, current events, new platform features, competitors, and best practices with actionable next steps to keep social media efforts up-to-date and effective.
- Work collaboratively with creative and advertising counterparts
- Analyze performance on a weekly basis and provide optimization recommendations based on data.
What You’ll Need
- 3+ years social media and content creation experience, preferably with a CPG brand
- A desire to collaborate in person, as this is a 100% in-office position.
- Bachelor’s degree in marketing, advertising, public relations, or communications
- Strong written and verbal communication skills
- Ability to work independently as well as collaboratively.
- Laser focused attention on detail, a self-starter mindset with minimal supervision required.
- Ability to work under tight deadlines and effectively manage multiple marketing campaigns at once.
- Results oriented and driven to achieve KPI’s and constantly optimize campaigns.
- A passion for healthy food and beverage categories is a plus
That’s it.
Social Media Manager
Responsibilities:
Social Strategy
- Work closely with the Director of Social Media & PR to define and implement the global content strategy.
- Work with global brand partners to lead social media campaign development and initiatives.
- Ideate new initiatives, campaigns and projects that align with brand objectives and social media goals.
- Evaluate, prioritize and predict brand needs.
- Have a clear understanding of what social media successes looks like.
Content Development
- Ideate and develop quarterly and monthly content, inclusive of holidays, campaigns, product launches, etc.
- Work cross-functionally to develop creative briefs for the in-house Brand Design team.
- Manage delivery and approval of all global content on time via Sprout Social.
- Ensure materials are revised, approved and distributed to key/global stakeholders.
Community Management
- Monitor and manage social media channels through Sprout Social, inclusive of updating profiles, Instagram Highlights, cover photos etc.
- Address appropriate comments and/or flag to the appropriate team members (i.e., Customer Service).
- Monitor social media landscape to identify trends, relevant content to repurpose, fan created content, etc.
- Identify and institute best practices.
- Oversee successful launch and completion of campaigns to meet goals, budgets and deadlines.
Measurement & Reporting
- Develop and present reports inclusive of content performance, competitor performance and recommendations.
- Work with global teams to ensure reporting is delivered in a consistent format.
Project Management
- Be a key stakeholder in and work with internal and external partners or agencies on campaigns and projects.
- Schedule internal / external meetings when necessary and ensure projects and next steps are noted and followed up in a timely fashion.
Desired Skills:
- 5+ years’ experience helping to run social media for a global brand.
- Creative and strategic thinker with high attention to detail, process and management skills.
- Well-versed in current and emerging social platforms.
- Experience conceptualizing and presenting big ideas and new formats.
- An eye for visual design and ability to capture and curate best-in-class social content.
- Strong writing and editorial skills.
- Experience using social media tools like Sprout Social, Later, and Iconosquare.
Required Skills:
- 2-3 years’ social media experience for a CPG brand.
- Experience maintaining and growing social audiences across multiple platforms.
- Ability to speak about growth and implementation.
Compensation:
This role is $40-50/hour and will require you to be onsite in Van Nuys Monday, Wednesday and Thursdays.
There is potential to become a full-time employee.
Cypress HCM