General Staff Jobs

Join Fred Beans Automotive Group, voted Best Places to Work 5 years running and Healthiest Employers for 2021 and 2022!

Auto Express of Langhorne, is seeking a highly energetic and self-motivated Assistant Service Manager. The ASM is responsible for scheduling and selling all work for the assigned group to achieve its objective. The Assistant Service Manager directly controls the end result of the customer’s overall service experience and prepares and completes all documentation related to the service transaction.

Fred Beans is the largest privately held automotive group in PA. Our network of 18 service centers in PA and NJ open the door for future career advancement.

What You’ll Do

• Provide exceptional and efficient customer service
• Make recommendations based on customer vehicle
• Answer phones and schedule service appointments
• Coordinate with parts department and other vendors
• Update customers on service progress of vehicle
• Assist Service Advisor team with daily operations
• Ensure the customer has a positive overall service experience
• Prepare and complete all documentation related to the service transaction.

What We Offer

• Updated facilities: including tablets, electronic repair orders and multi point inspections, texting software and much more!
• Company funded training and leadership programs to help you further your career. (Our company spent over $600,000 training our staff last year)
• Top performers have the chance to earn an all expense paid vacation with spending money every year!
• Company funded health benefits
• Life, Disability, and Cancer Insurance
• Pet Insurance
• Company-matched 401(k)
• Paid Vacation and Personal time off
• Convenient and reasonable work hours Monday through Saturday, NO Sundays
• Employee and Community discounts at over 150 vendors
• Healthy Living Program
• Fred Beans Automotive is an equal opportunity employer*

What You’ll Need

• Excellent customer service and communication skills
• Good organizational and time management skills
• At least one year of Automotive experience preferred
• A valid driver’s license
• Reliable transportation
• Attention to detail

Fred Beans Automotive Group

Coordinator, Property & Client Services

Onsite in Paramus New Jersey

Pay Rate: $26-$33/hr

Schedule: M-F and potentially some weekends, 9am-5pm

Start ASAP/2 month assignment

Weekly Pay and Benefits!

Our leading Real Estate Client is hiring a Coordinator for Property and Client Services to join their Center Management team. This is a full-time role reporting to the General Manager. In this role, you will be responsible for all center-level administration, including but not limited to service contract and vendor administration, finance administration, and tenant administration and coordination. Coordination and execution of the on-site Specialty Leasing and Brand Ventures program, and providing all customers including guests, retail partners, contractors, and internal cross-functional teams with an exceptional service experience, while always maintaining compliance with company policies and procedures.

Job Duties:

Contracts Administration (Service Contracts, Work Orders & General Expenditure)

• Maintains the Center Contract Log: logs new contracts, amendments and follows up with

Facility Operations on expirations that require a new contract or renewal.

• Works in partnership with Facility Operations, drafts work orders and service contracts, checks and updates forecast expenditure balance.

• Monitors and manages compliance of center teams with the Contract Policy and Finance

Authorization Matrix.

• Through Procore, supports the bidding process:

o Performs Know Your Partner/GAN Compliance checks.

o Notifies vendors of recommendations.

o Collects vendors’ Certificates of Insurance.

o Drafts contracts and issues to vendors for execution.

o Uploads vendor executed contracts and follows through internal approvals.

o Reconciles costs to process vendor payment.

o Creates and processes Change Orders.

• Attends weekly progress meetings with Facility Operations and follows through assigned

actions.

• Supports Facility Operations in the preparation of work permits for center contract works (e.g. sprinkler drain‐ down) and furnishes contractors with relevant permits (through the Sine visitor management system for Flagships and manually for Regionals)

Finance Administration (Accounts Payable, Accounts Receivable and Other Finance Processes)

• Accounts Payable (CAM/center‐specific and CAPEX):

• Processes payables (PO/PA‐Invoices
• Matches invoices to purchase orders/projects.

o Obtains necessary back‐up documentation.

o Routes invoices and follows up payments with corporate Accounts Payable and

Fixed Assets.

o Monitors payable system for invoices on hold, coding errors etc. and troubleshoots with Facilities Director/General Manager.

• Accounts Receivable:

o Supports the General Manager, Operating Manager and AR Manager, as instructed.

o Responsible for uploading request and back‐up documentation into the Box file for

the Portfolio Associate to action.

▪ Violations (OTH)

▪ Construction (CCH) Manual Billing

▪ Services Sold (SVS)

▪ Legal Manual Billing

o Receives manual checks and maintains the Check Log for recording and auditing receipt of manual checks. Arranges FedEx delivery of manual checks to the centralized lockbox.

• Specialty Leasing Percent Rent Billing:

o Obtains sales from Tenants in accordance with lease terms, follows‐up on any

outstanding data to full completion and uploads data into Salesforce.

o Verifies Tenant billing on the monthly Rent Roll and issues to the General Manager for approval.

o Calculates percentage rent billing from sales data and creates/processes/sends manual bill.

• Month End/Quarter‐End/Year‐End Processes:

o Prepares a list of accruals and collates back‐up documentation. Verifies accruals in

system and assists the General Manager with the forecast.

o Reconciles P‐card expenses, uploads receipts, and verifies payment.

o Centers with central Plant – prepares Central Plant Union (Engineers) payments:

▪ Calculates Union Dues/Annuity/Pension, creates invoice for overtime and

bill‐back.

▪ Creates a check request for Dues/Annuity/Pension and submits into Nexus, routes to Accounts Payable.

Specialty Leasing & Brand Ventures Coordination of Center‐level Program

• Supports Specialty Leasing and Brand Ventures operations. Responsible for center‐level coordination and management of ALL temporary in‐line and common area mall activations, including Retail Merchandizing Units (RMUs), pop‐up in‐line stores, and kiosks.

o Performs center walks/inspections, ensures Tenant activation complies with visual merchandising Design Guidelines.

o Monitors pipeline activity, distributing reports to center team, and plans the activation schedule.

o Arranges regular communications with center teams to align on activity (General

Manager/Asst. General Manager/ Facility Operations.

o Arranges regular communications with the Specialty Leasing team to plan the schedule, align on Tenant requirements and troubleshoot issues.

o With support from Marketing, liaises with Tenants on retail and center operations, sales, and customer service, optimizing performance and income.

o Obtains permits from the local authority, where required, and supports Tenants with the same.

o Obtains Tenant Certificates of Insurance and uploads to Salesforce.

o Obtains Tenant signage proposals and internal approval from Retail Design Management, ensures the Tenant implements according to the approved specification.

o Coordinates the roll‐on roll‐off of units, issues instructions to Facility Operations and follows through to completion.

o Issues meter readings and utilities supplier information to Tenants (in‐line stores

and kiosks only).

o Inventory management in partnership with Facility Operations:

▪ Communicates maintenance and repairs. Creates associated purchase

orders/invoices and forecasts for expenditures.

▪ Checks Exiting Condition Reports are completed for all vacant, outgoing in‐

line units and kiosks.

▪ Maintains an equipment and asset inventory schedule.

▪

▪ Takes photos of activations, media, and space opportunities and uploads them to Salesforce as required.

General Coordination & Duties

• Sales Collection:

o Obtains sales from ALL permanent and temporary retailers in accordance with lease terms and uploads data into sales tracking system.

o Completes Sales Report sign‐off and issues to the General Manager for approval.

• Processes Open/Closed/What’s Happening Notices in accordance to policy.

• Uploads executed storage leases in the system.

• Processes mail – receives, opens, scans and mails: Certificates of Insurance, manual checks

(mails to the lockbox), invoices, other general information.

• Prepares Tenant Operational Defaults for breach of lease covenants, issues to the General

Manager for signature and distributes to the Tenant.

• Coordinates URW Connect:

o Uploads URW communications from Management Team to Tenants.

o Responds to Tenant requests and communicates these to relevant team members

for follow‐up.

o Processes Tenant requests for works and approves after hours work permits (checks insurance, reviews work in conjunction with Facility Operations).

• Attends weekly staff meeting and customer service (“Style” program) sessions.

• Attends required training classes and programs.

• Other duties, as assigned.

Requirements:

▪ BA or BS degree or equivalent experience required.

▪ 2‐3 years’ prior experience in an administration role, working with cross‐functional teams.

▪ Experience of basic finance administration: processing purchase orders/invoices, assisting with accruals and budget forecasting.

▪ Proficient in current Microsoft Office software including Outlook, Word, Excel, PowerPoint, and SharePoint. Working knowledge of enterprise management systems (Salesforce) and project management software (Procore) is advantageous.

▪ Ability to understand and interpret legal agreements.

▪ Ability to conform to policies and procedures and familiarity of working within a compliance framework.

▪ Ability to respect confidentiality and sensitivity of information.

▪ Exceptional process management skills: can organize and prioritize an efficient workflow, simplify complex processes, anticipate, and adjust for problems and roadblocks, adapt to changing priorities, and manage from start to finish.

▪ Exceptional customer service skills and the ability to develop and maintain effective relationships; dedicated to meeting the expectations and requirements of internal and external customers, specifically through listening and responding to concerns both in the moment and via digital communication means.

▪ Ability to maintain composure in all scenarios.

TCW Global is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.

TCWGlobal (formerly TargetCW)

Scope of Position: The Director of Psychiatric Services is responsible for the psychiatric care of clients providing assessment and diagnosis, medication prescribing and medication management as well as client education. The Director provides medical direction for Hamm Clinic including supervision of prescribers. The Director is also a resource to staff therapists and community stakeholders providing education and consultation. The Director partners with Hamm Clinic leaders in the formation of policy and procedures and the maintenance of continuous quality improvement planning and practices.

Qualifications: The right candidate must possess a medical degree from an accredited school of medicine, have or be able to obtain unrestricted Minnesota State Medical Licensure and be board certified in the provision of psychiatry. 

Reporting Structure: This position reports to the Chief Executive Officer.

Core Requirement: Must appreciate and participate in a positive, passionate work culture. Hamm Clinic is committed to an integrated model of mental health care with a focus on psychotherapy within a multi-disciplinary and collaborative community. Our goal is to do this work in a trauma-informed, equitable environment in which all identities are welcome and in which employees strive to maintain an intersectional lens in considering their own privilege and how that might impact their work. It is expected that all are dedicated to learning and supporting this model, as appropriate for their specific duties.

Diversity and Equity Vision Statement: Hamm Clinic places the highest value on the dignity and worth of all people. We are committed to providing accessible, equitable, culturally responsive, and trauma- informed care to all who seek Hamm services.

The full-time salary range for this benefit eligible position is: 260-280k (DDQ). Salary and Benefits are prorated if filled in a part-time capacity.

If hired as a non-benefit eligible part-time independent contractor, the hourly rate would be $160-180 per hour (DDQ).

Benefits: Hamm Clinic offers competitive compensation and full benefits including PTO, health and dental insurance, long and short-term disability insurance, continuing education stipend, and a 401k.

Qualified candidates please submit a cover letter and resume to [email protected]

Hamm Memorial Psychiatric Clinic

Who We Are

Did you know that commercial buildings contribute to roughly 40% of all CO2 emissions in the U.S.? At Critical Systems, we create innovative climate solutions for commercial spaces that challenge what’s possible for a sustainable world. Our team is accelerating progress to bring our greenhouse emissions to net zero! Through our expertise, we are helping to make the world a cleaner, greener, and safer place.

Your Opportunity

Critical Systems in Rockville, MD is hiring a Service Project Manager to join our team. In this role you will be a key team member in our Service division, and responsible for quoting and entering service work, ordering parts and necessary supplies, and ensuring that all service work is scheduled and executed.

Expect to spend around 1 day a week at our Rockville office, except for in-house training sessions.

What You’ll Do

• Responsible for timely completion of assigned projects, financial performance, and the highest level of customer satisfaction.
• Plan and analyze assigned projects, establish schedules, project parameters, and set procedures to accomplish system objectives, involving complex service applications.
• Establish new client base.
• Invest in local industry associations.
• Create estimates and proposals.
• Enter projects, order parts, track parts, schedule labor internally and with customer, review completion of projects and billing coordination.
• Responsible for entering service estimates, issuing purchase orders, and generating work orders.
• Manage service projects from estimate to completion.
• Receive and qualify subcontractor proposals. Assist Sales develop projects as needed.
• Communicate with customers and their representatives, including building owners, mechanical contractors, other trades, subcontractors, and field support staff.
• Maintain customer satisfaction by investigating concerns, implementing corrective action, and communicating with customers and assigned staff.
• Ensure that all assigned staff and subcontractors are working in a safe manner per Critical Systems and OSHA policies.
• Local travel to customer job sites is required.

What You’ll Need

• Bachelor’s degree or equivalent combination of education and experience.
• 5 years’ experience in project management, or equivalent HVAC field experience required.
• Experienced and knowledgeable in contracting processes and estimating associated with the installation of HVAC systems and managing subcontractors preferred.
• Computer skills are essential.
• Highly organized and strongly customer service oriented.
• Knowledge of blueprints, specifications, and day to day operations of working with a General Contractor.

Don’t meet all the requirements listed above?

At Critical Systems we are dedicated to building a diverse and inclusive company culture. If you’re excited about this role but your experience doesn’t align perfectly with every qualification, we encourage you to apply anyway. You may be just the right candidate for this or other roles!

What We Promise

We’re committed to the continuous development of our employees, using learning to shape and create a sustainable future. Join the fastest growing engineering firm in the area and be part of our diverse and qualified team.

We offer competitive compensation and a comprehensive benefits program. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

Critical Systems

The Client Success Coordinator (CSC) will work directly with assigned Customer Success Managers to provide them with relevant and actionable reporting, analytics, and consultation, so they are able to best inform and support our customers. The CSC will take ownership of client status tracking, data analysis, and monthly reporting. They will also work closely with the sales team to ensure that we are providing a favorable customer journey to increase repeat business and customer retention.

What You’ll Do:

· Partner with assigned pod to deliver best-in-class service to dedicated book of business.

· Proactively and regularly communicate with clients for creative approvals, revisions, and status checks.

· Report to clients on active campaigns with extensive knowledge of digital marketing channels, client goals, benchmark metrics, audiences and messaging.

· Manage progress, performance, and reporting of recently added campaigns or budget increases for assigned book of business.

· Provide first line of support and troubleshooting with the client – work closely with technical support team to escalate and follow through on Customer Support cases.

· Conduct data analysis projects to utilize data for client consultations.

· Manage customer data and reports requests, and assist in making adjustments/changes to client info in Salesforce.

· Perform account management activities to attain higher product adoption, customer satisfaction and client engagement.

· Assisting in the preparation of Business Reviews with client stakeholders and identify ROI and opportunities

· Assist in communicating with clients regarding product releases, marketing event attendance, webinar schedules, for example.

· Be a part of creating a Client Success culture by advocating for the client cross-functionally and translating business/product needs to internal teams.

· Responsibly received, transmit and handle consumer and customer data per company data handling agreements, work procedures and policies.

· Review and follow data privacy practices, and company policies and guidelines.

· Additional duties as assigned

What You Bring:

• Bachelor’s degree with 1-3 years of experience, or equivalent combination of education and/or experience.
• 2+ years in customer-service oriented role, at least 1 year in marketing or account management based role preferred
• Salesforce experience is a plus
• Strong empathy for customers and passion for revenue and growth
• Understands and sees value in client success activities: onboarding, training, engagement, revenue expansion, and support
• Innovative in process and technology
• Excellent organization, project management, and time management skills
• Superior communication and presentation skills – orally and in writing
• Must be eligible to legally work in the United States.

Force Marketing and its family of brands is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Force Marketing

Description

A Victoria’s Secret & Co Customer Experience Manager is a values-based leader who delivers exceptional customer and associate experiences to grow top line sales. This role reports to the Store Manager.

Primary Responsibility:

The Customer Experience Manager is responsible for driving and growing top-line sales by leading the sales floor, coaching and development of the team, performance management, and selling. In addition, the Customer Experience Manager supports operational excellence through maintaining visual standards, payroll management, and merchandise availability.

Direct Reports as assigned:

Customer Experience Lead(s) and / or Associates

All Store Leadership Team responsibilities include:

• Leading and demonstrating company values within the store.
• Delivering exceptional customer experiences in the role of the Customer Sales lead through coaching, zoning, team selling and personally selling.
• Conducting associate observations
• Displaying an understanding of all associate roles and ensuring all roles work for the good of the team and the customer.
• Linking results to behaviors and actions to drive top-line sales.
• Managing labor hours within the store to drive top line sales and profit.
• Owning the overall appearance and presentation of brand by maintaining visual merchandising standards.
• Collaborating with Sales Leadership Teams to ensure seamless communication and execution of required actions of the brand.
• Demonstrating and leading company policy and procedures.
• Additional duties as assigned, including but not limited to: Floorset mapping and execution, Product launch support, staffing & onboarding, and shipment processing.

Qualifications

• Passion for Victoria’s Secret Brand.
• Ability to improve customer satisfaction and drive customer loyalty.
• Experience reviewing business reports and insights and taking immediate and deliberate action to achieve results.
• A sense of self-awareness with an interest in seeking feedback to improve and develop.
• Experience selecting and developing direct reports to the next level and creating an environment where people do their best work.
• Ability to monitor/track progress and incorporate feedback into decision-making.
• Proven ability to link company strategies to day-to-day activities and inspire a team to deliver total company contribution.
• Experience with influencing cross-functional partners in informal and formal settings to get things done.
• Ability to work nights, weekends, and a flexible schedule.
• Ability to stand for long periods and frequently bend, kneel, and lift.
• Ability to use technology (headsets, mobile devices, computers).
• 3+ years of retail leadership experience preferred

We will accommodate applicants and associates with disabilities in the recruitment, selection and assessment process as appropriate and as required by applicable law. Please call 855-556-2675 or email [email protected] if you require an accommodation.

An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual’s race, ancestry, colour, place of origin, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, pregnancy, genetic information, family status or marital status, or any other protected category recognized by provincial or federal laws. We only hires individuals authorized for employment in Canada.

Victoria’s Secret & Co.

DIRECTOR OF MARKETING & CLIENT SERVICES

The Director of Marketing & Client Services (DMCS) oversees all the agency’s accounts and the client-facing team members. This is a key role at Brandner Communications (BC). We are looking for a leader who knows how to instill positivity and motivation, build client and team relationships, promote accountability and agency growth.

This individual needs a solid background in senior-level marketing positions. Advanced verbal and written communications skills, analytical thinking, strategy development, personal organization, and strong relationship building skills are a must. A clear understanding of current marketing and advertising trends and application to client strategy is essential.

The DMCS will support the team in the following ways:

Client Management

· Serve as the primary internal stakeholder for assigned clients through driving agency accountability by providing a lens of the clients’ best interest across strategy, data analysis, optimizations, channel expansion, and overall partnership growth.

· Responsible for the overall account health and profitability of clients, providing the executive team with client health updates, when clients are at risk and where there are potential opportunities to grow existing client relationships.

· Serve as the client advocate to ensure that the agency meets client deadlines and/or requests.

· Maintain knowledge of project timelines, scope, and billing requirements for each client.

· Implementing new and innovative strategies while measuring and communicating the business impact of the results to internal and external (client) stakeholders.

· Work with account leads and finance to ensure accurate billing, budgeting, & forecasting.

Leadership & Development

· Provide leadership for the client-facing team and serve on the agency leadership team.

· Establish a clear strategic vision to manage the operational success of accounts and lead strategic plan development.

· Maintain strong and effective teams and mentor individual team members.

Responsibilities

· Ensure that the agency delivers superior work that is strategic and creative.

· Ensures client relations are positive and stable; and that the partners are immediately informed of any potential problems with client/agency relations, budget overruns, etc.

· Reviews campaign conceptual directions to ensure strategic marketing objectives remain in focus.

· Reviews strategies and recommends improvements.

· Reviews major media and public relations plans, and creative strategies before submission to clients.

· Ensures that client performance requirements are met and agency profitability maintained.

· Ensures client needs are properly and efficiently staffed.

· Contacts and forms relationships with senior client personnel.

· Evaluates account supervisors’ performance on at least an annual basis.

· Ensures that all intellectual property requirements are adhered to.

Ideal Candidate

· 10+ years of experience at an agency or for a building industry focused company both in residential and commercial construction. While building industry experience isn’t mandatory it is a bonus.

· Experience and expertise in scoping, pitching, executing, and leading initiatives related to all areas of marketing.

· Proven track record of client growth, strategic planning, and profitability

· Is an out-of-the-box thinker.

· Keeps up with current trends, technology & advancements.

· Ability to manage multiple people, work streams, and projects simultaneously.

· Highly motivated, incredibly resourceful, credible and has built strong relationships with clients and teams.

· A positive and proactive team player who takes the initiative to identify & complete action items and seeks out new opportunities to get tasks done efficiently and effectively.

· A leader with high integrity.

ABOUT US

We say that Brandner Communications is like no other. We do incredible work with incredible people for incredible clients. We are kind of incredible.

THE WORK: “Brand Building For Building Brands” is more than our tagline. It is our purpose. We are one of the leading agencies in the building industry which has intentionally been our ONLY focus for over three decades. Turning What-Ifs into What-Matters is the agency’s rally cry, focusing on results rather than fluff. Trailblazing not following. We are always pushing boundaries and thinking outside of the box… I mean who likes a box?

THE TEAM: The same goes for our employees. We have a team of extremely talented people that have made BC their work home for a long time. It’s much more than a workplace, it’s a family. You will never be pigeon-holed at BC. We want people to grow. We want people to be passionate about the work they do. We want people to be inspired and inspire others.

THE CLIENTS: We are extremely fortunate to have many long-term clients that have made BC their partner for the long haul. You see, we believe it’s about results but also about relationships. Our clients know that we are all-in. After all, when our clients succeed so does BC.

Brandner Communications

Job Responsibilities

• Accept watches and jewelry for repair and services
• Evaluate items’ condition and clearly identify necessary repairs
• Communicate instructions for servicing and enter information clearly into the POS system
• Responsible for merchandise transfers
• Assist sales team with customer orders
• Assist customers with concerns
• Facilitate delivery of merchandise to customers

Requirements

• Previous customer service experience
• Experience in a luxury retail environment strongly preferred
• Ability to maintain composure in high pressure, fast-paced environment
• Good listener and communicator
• Organized and good at multi-tasking
• Comfortable at handling phone calls and in person correspondence
• Professional and welcoming presentation
• Demonstrates attention to detail and has a sense of urgency
• A passion for the jewelry industry

Razny Jewelers

Summary:

Assist the Vice President of Membership and Certification with their mission for the department and oversee all associated activities, resources, benefits, strategic planning, and additional special projects as assigned.

Manage the department and its activities:

●      Supervise and develop staff to deliver projects and initiatives that meet expectations.

●      Responsible for all membership growth and retention aspects, including developing an annual comprehensive membership strategy.

●      Partner with staff and external consultants to ensure data integrity

○      Associated processes and procedures are in place and effective

○      Identify areas where system improvements are required and manage the implementation

●      Gather, analyze, and apply information about members to leverage future opportunities.

●      Forecast membership growth and create strategies to target specific segments, especially full members and associates.

Coordinate member resources and benefits:

●      Establish interdepartmental relationships with education, marketing, finance, workforce development, etc.,to facilitate projects and initiatives that build member value. Adhere to project timelines from inception through launch.

●      Oversee the annual membership letter, member packets, etc.

●      Work with staff and external consultants to develop membership reports as requested (board book, new members, annual dues/tonnage delinquencies, etc.).

●      Manage annual membership events, such as:

●      Future Leaders Lab

●      SteelDay-IMPACT Events

●      NASCC Fabricator Roundtable

●      Quarterly virtual membership roundtables

●      Additional events as required

●      Expand membership’s digital presence by assisting the communications department in maintaining andupgrading the membership area of the website as well as social media related to membership activities.

General:

●      Develop relationships with members, volunteers, and industry experts, which will require member and recruitment visits along with attending fabricator association meetings.

●      Maintain professional and industry knowledge in the structural steel and membership associationindustries by attending educational conferences, internal lunch and learns, NASCC, etc.

●      Participate in the budgeting process and review monthly departmental financial statements to ensure department activities meet budget expectations.

Qualifications requirements:

●      Must have a friendly and professional demeanor, with excellent verbal, written, and presentation skills.

●      Able to interface with various members and potential members with different needs and demands to achieve strategic goals.

●      Ability to travel twice a month

●      Must be team and goal-oriented, plus be able to work independently and collaboratively.

●      Detail-oriented with strong analytical and organizational skills.

●      Working knowledge of MS Office and Google Workspace.

Education and experience:

●      Bachelor’s degree in a related field.

●      Minimum of five years of experience in membership-related activities in a professional association or similar environment.

●      Previous supervisory experience is required.

●      Demonstrated experience working with learning management systems, association management systems, and customer relations management systems.

TO APPLY, PLEASE SEND YOUR RESUME AND COVER LETTER TO [email protected].

*AISC reserves the right to change the job description (with or without notice) to accommodate business necessity.

American Institute of Steel Construction

JOB DESCRIPTION

Schechter is seeking a Director of Investment Services (“DIS”) who has a deep understanding of and experience within the RIA space. The DIS will propose and oversee the implementation of strategic initiatives within the Investment Services function and will monitor day-to-day operations. The DIS will work to establish philosophies and strategies that align with Schechter’s Core Values.

ESSENTIAL JOB FUNCTIONS

•  Ensure Schechter provides extraordinary client service

•  Propose and implement strategic initiatives to improve client service and efficiencies

•  Manage Client Service Professional (CSP) and Investment Technology team and act as a liaison between CSP teams

o Monitor Schechter’s investment services day-to-day operations  

•  Responsible for the accuracy and efficiency of Schechter’s billing process

•  Provide the resources necessary to create and achieve meaningful quarterly team goals (Rocks) and track ongoing progress

•  Attract, retain, develop, and hold accountable a high-performing investment services team

•  Support mergers and acquisitions / advisor onboarding processes through participation in due diligence, and develop in conjunction with the technology team, a data acquisition and conversion strategy

•  Partner with Technology function to implement solutions within the function

•  Partner with the Compliance function to execute relevant aspects of SIA’s compliance program

•  Supervise external providers including investment platforms, custodians, and other as necessary

•  Other duties as required

SKILLS/EXPERIENCE

•  Flexibility to be part of an entrepreneurial environment. Commitment to reporting; work collaboratively; do not apply if your preferred working system does not include constant communication/reporting

•  10+ years of operations experience within an RIA serving high net worth individuals/families

•  Proven results as a team leader, with excellent people skills, business acumen, and an exemplary work ethic

•  Analytical, thorough and have the ability to challenge the status quo, while simultaneously providing creative solutions

•  Knowledge of key operational processes and experience in design, improvement, and implementation

•  Proficiency with technology strategy; experience with portfolio reporting and CRM applications

•  Ability to recognize and cultivate rising talent

•  BA/BS Degree; advanced degree preferred

Schechter