{ "count" : 61802, "data" : [ { "id" : "6a30859cf292fd229c07a523", "title" : "Transfer Pricing Manager", "company" : "Aibidia", "industry" : "Professional Services", "salary" : { "min" : 85000.0, "max" : 125000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Manager in Helsinki, Finland, adjusted for the SaaS industry and company size." }, "location" : "Helsinki", "locations" : [ "Helsinki", "London" ], "timestamp" : "2026-06-16T11:20:03.130", "fingerprint" : "0b3f879837f6de4e8801973de20ae80b666063c98b4e288e3dd30edc3e41d192", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/aibidia/5219c0d6-7859-4080-86c4-dba62babd455/application", "externalId" : "5219c0d6-7859-4080-86c4-dba62babd455", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Helsinki", "country" : "Finland", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "60.1666204,24.9435408" } ], "locationText" : "Helsinki, Finland", "employmentType" : "FULL_TIME", "experienceLevel" : "Manager", "technicalSkills" : "Transfer Pricing", "professionalSkills" : [ "Documentation", "Advisory", "Benchmarking", "Reporting", "Project management", "Business development", "Data transformation" ], "hardSkillsList" : [ "Transfer pricing documentation", "Transfer pricing strategies", "Transaction data mapping", "Local Files preparation", "Master Files preparation" ], "hardSkills" : [ { "name" : "Transfer pricing documentation", "level" : "intermediate" }, { "name" : "Transfer pricing strategies", "level" : "intermediate" }, { "name" : "Transaction data mapping", "level" : "intermediate" }, { "name" : "Local Files preparation", "level" : "intermediate" }, { "name" : "Master Files preparation", "level" : "intermediate" } ], "majorSkills" : "Transfer Pricing, Documentation, Client Services", "majorSkillsList" : [ "Transfer Pricing", "Documentation", "Client Services" ], "coreResponsibilities" : "Manage Transfer Pricing documentation projects, Oversee Transfer Pricing advisory projects, Deliver high-quality services within deadlines, Leverage Aibidia platform to streamline processes, Automate transfer pricing documentation, Automate benchmarking, Automate reporting processes, Pre-populate new client data, Provide ongoing BAU support, Upload transaction data, Map transaction data, Prepare for recurring client project calls, Monitor LF and MF deadlines, Support proactive planning, Provide general project management support, Prepare Local Files, Prepare Master Files, Provide Transfer Pricing advisory, Collaborate with cross-functional customer teams, Ensure seamless integration of Aibidia platform, Ensure adoption of Aibidia platform, Participate in discovery sessions, Conduct early-stage expert discussions, Understand customer Transfer Pricing set-up, Articulate how Aibidia solutions address needs, Create significant impact with Aibidia solutions, Contribute to business development activities, Contribute to proposals, Contribute to customer presentations, Expand Aibidia’s market presence, Contribute to Aibidia's growth, Contribute to development of data transformation strategies, Contribute to enhancement of data transformation solutions, Monitor global transfer pricing regulations, Stay current on global transfer pricing development, Ensure customers’ compliance, Ensure strategic alignment for customers", "teamCollaboration" : "Cross-functional customer teams; Tax, finance, and IT teams; Internal stakeholders; Prospective customers", "projectManagementSkills" : [ "Project management support", "Workplans" ], "domainKnowledge" : "Transfer pricing principles; OECD Guidelines; Global transfer pricing regulations", "domainList" : [ "transfer-pricing-principles", "oecd-guidelines", "global-transfer-pricing-regulations" ], "domainSpecificKnowledge" : [ "Transfer pricing principles", "OECD Guidelines", "Global transfer pricing regulations" ], "toolProficiency" : [ "Aibidia platform" ], "communicationSkills" : "Written communication; Verbal communication; Customer engagement; Prospect engagement; Stakeholder engagement; Customer presentations", "documentationSkills" : "Transfer Pricing documentation; Local Files; Master Files", "continuousLearning" : "Learning budget; Professional development", "qualificationsBasic" : "Finance, accounting, economics related degree, 3-5 years of professional experience in Transfer Pricing, Knowledge of transfer pricing principles, Knowledge of OECD Guidelines, Demonstrated ability to operate as an individual contributor, Demonstrated ability to manage global documentation projects, Excellent written and verbal communication skills in English", "qualificationsPreferred" : "Experience in a Transfer Pricing role in an in-house environment", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "As a Transfer Pricing Senior/Manager at Aibidia, you will play a key role within the Professional Services team, helping to deliver high-quality transfer pricing solutions and implementation support for global clients. This is an excellent opportunity for an experienced Transfer Pricing Professional looking to build a career at the intersection of tax, technology, and client services within a fast-growing SaaS environment. In this role, you will apply your strong understanding of transfer pricing principles and regulations to help optimise our customers' transfer pricing documentation and strategies. Working closely with customers and internal stakeholders, you will support documentation compliance, mitigate risk, and drive operational efficiency through the Aibidia platform. Your insights and hands-on experience will help shape the future of transfer pricing documentation. Key Responsibilities - Manage and oversee Transfer Pricing documentation and advisory projects for MNEs of varying sizes and industries using the Aibidia platform, ensuring the highest-quality services and delivery within deadlines - Leverage the Aibidia platform to streamline and automate transfer pricing documentation, benchmarking, and reporting processes - Pre-population of new client data (group structures, legal entities, TP policies) - Ongoing BAU support for established clients - Transaction data upload and mapping - Preparation for recurring client project calls - Monitoring LF and MF deadlines to support proactive planning - General project management support (trackers, workplans) - Preparing Local Files and Master Files - Providing Transfer Pricing advisory - Collaborate with cross-functional customer teams, including tax, finance, and IT, to ensure seamless integration and adoption of the Aibidia platform - Participate in discovery sessions and conduct early-stage expert discussions with prospective customers and other stakeholders to understand their Transfer Pricing set-up, and clearly articulate how Aibidia solutions address their specific needs and create significant impact - Contribute to business development activities, including proposals and customer presentations to help expand Aibidia’s market presence - Play an active role in Aibidia's growth by contributing to the development and enhancement of data transformation strategies and solutions - Monitor and stay current on global transfer pricing regulations and development, ensuring customers’ compliance and strategic alignment. Skills, Knowledge, and Expertise Must have: - Finance, accounting, economics related degree - Minimum of 3-5 years of professional experience in Transfer Pricing, with a strong preference for experience at a major public accounting or consulting firm; - Strong knowledge of transfer pricing principles and OECD Guidelines - Demonstrated ability to operate both as an individual contributor for complex transfer pricing documentation projects as well as managing global documentation projects - Excellent written and verbal communication skills in English, with the ability to effectively engage with customers, prospects, and internal stakeholders - Ability to work effectively across geographies and functions in a multicultural setting Nice to have: - Experience in a Transfer Pricing role in an in-house environment. Benefits: - A fair share of Aibidia's success, benefiting from a competitive compensation and incentive package. - Flexible working hours with a hybrid working policy. - Comprehensive healthcare package. - Genuine drive towards physical and mental wellbeing, with initiatives by an internal organisational health and wellbeing committee. - Regular team social events including Aibidia's summer and winter parties. - The latest technology to ensure you can do your best work with the best tools. - A boost for your professional development - performance-based growth is part of the company culture and there is a designated learning budget for every employee. - An opportunity to be part of a global, fast-growing SaaS company revolutionising a traditional industry. - A non-hierarchical atmosphere and stellar culture at the office. We’re a team of 75+ employees representing 27 nationalities, with expertise across Sales, Tax, Technology, Legal, Marketing, and Product. Backed by Global Founders Capital and Icebreaker VC, we’ve built strong traction across Europe, and we’re now bringing that experience and momentum to the U.S. too. We are committed to fostering an inclusive culture that celebrates diversity, we want you to bring you, no matter your background, gender, race or sexual orientation!", "summaryDescription" : "Transfer Pricing Manager at Aibidia. Skills: Transfer Pricing, Documentation, Client Services. Manage Transfer Pricing documentation projects. Oversee Transfer Pricing advisory projects", "createdAt" : "2026-06-16T02:00:22.246", "lastUpdated" : "2026-06-16T11:20:03.130", "ingestTimestamp" : "2026-06-16T02:00:22.246", "mongoId" : "6a30859cf292fd229c07a523", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Transfer pricing documentation", "Transfer pricing strategies", "Transaction data mapping", "Local Files preparation", "Master Files preparation", "Transfer Pricing", "Documentation", "Client Services", "Advisory", "Benchmarking", "Reporting", "Project management", "Business development", "Data transformation", "Project management support", "Workplans", "Transfer pricing principles", "OECD Guidelines", "Global transfer pricing regulations", "Aibidia platform" ], "skillCount" : 20, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Manager", "dataQualityScore" : 0.8888889, "_score" : 454.47855, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "SaaS", "llmIndustryConfidence" : 0.95 }, { "id" : "6a307911f292fd229c02ece8", "title" : "Responsable Agence H/F", "company" : "REXEL", "industry" : "Wholesale", "salary" : { "min" : 45000.0, "max" : 65000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "The estimated salary is based on the market baseline for a Manager in Retail in La Riche, France, with adjustments for seniority and company size." }, "location" : "LA RICHE, France", "locations" : [ "LA RICHE", "France" ], "timestamp" : "2026-06-16T13:08:57.374", "fingerprint" : "9a01c6b77b443578bde7b6c406ef19ea722f3795de19c4c97ed07207f323eb35", "source" : "smartrecruiters", "language" : "fr", "applyUrl" : "https://jobs.smartrecruiters.com/REXEL1/744000132153779-responsable-agence-h-f-tours-la-riche-37-", "externalId" : "744000132153779", "industryFunction" : { }, "structuredLocations" : [ { "city" : "La Riche", "country" : "France", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "47.3881295,0.6572824" } ], "locationText" : "La Riche, France", "employmentType" : "FULL_TIME", "experienceLevel" : "not-applicable", "professionalSkills" : [ "Sales performance", "Commercial policy", "Client relationship management", "Sales animation", "Supplier relationship management", "Account analysis", "Team management", "Recruitment", "Skill development", "Client negotiation", "Price defense", "Client channel orientation", "Sales force coordination", "Asset security", "Personnel security", "Material maintenance", "Building maintenance", "Client dispute resolution", "Client relationship development", "Personalized advice", "Personalized follow-up", "Merchandising", "Value-added services", "Digitalization", "Connected offers", "E-commerce", "Commercial animation", "Customer service" ], "softSkillsList" : [ "Listening", "Team spirit", "Challenge-driven", "Trust building" ], "softSkills" : [ { "name" : "Listening" }, { "name" : "Team spirit" }, { "name" : "Challenge-driven" }, { "name" : "Trust building" } ], "majorSkills" : "Sales development, Team management, Client experience, Agency management", "majorSkillsList" : [ "Sales development", "Team management", "Client experience", "Agency management" ], "coreResponsibilities" : "Develop proximity sales, Animate and develop agency clients, Propose adapted services and offers, Develop agency attractiveness with commercial animations, Maintain privileged relationship with suppliers, Analyze operating account, Implement commercial actions, Manage internal teams, Implement and animate management rituals, Communicate agency and pole performance, Participate in agency recruitment, Encourage and develop employee skills, Develop strong proximity relationship with clients, Deliver quality personalized response, Support and secure employees in negotiation, Support employees in price defense, Guide clients to relevant channels, Participate in client number evolution, Ensure safety of goods and people, Ensure material and building maintenance, Manage client disputes, Manage after-sales service, Develop client relations with welcoming atmosphere, Provide personalized advice and follow-up, Make agency attractive with dynamic merchandising, Propose relevant value-added solutions, Develop client digitalization with connected offers, Promote and participate in commercial animations", "teamCollaboration" : "Internal teams; Sales force team", "domainKnowledge" : "Electricity; Climate control; Energy saving solutions; B2B distribution; B2C distribution", "domainList" : [ "electricity", "climate-control", "energy-saving-solutions", "b2b-distribution", "b2c-distribution" ], "domainSpecificKnowledge" : [ "Electricity", "Climate control", "Energy saving solutions", "B2B distribution", "B2C distribution" ], "outcomesObjectives" : "Accelerate agency performance", "qualificationsBasic" : "Commercial sales experience, Technical knowledge, Personal qualities", "qualificationsPreferred" : "Knowledge in electricity, Knowledge in climate control, Knowledge in energy saving solutions, B2B or B2C distribution experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Expert de la distribution multicanale pour le monde de l’énergie, Rexel accompagne ses clients professionnels dans la mise en œuvre de solutions innovantes et durables, où qu'ils soient. Engagé vers une croissance durable, la digitalisation et l’innovation sont au cœur de l’entreprise. Handi- accueillante, notre entreprise pratique la tolérance zéro à l’égard de toute forme de discrimination. A ce titre, l’agence de Tours La Riche (37) recherche un(e) Responsable Agence en CDI. VOTRE QUOTIDIEN Le poste est rattaché au Directeur de Pôle. Vous accélérez la performance de votre Agence par le management de l’équipe, la mise en œuvre de la politique commerciale, et la bonne tenue de votre Agence. Vous serez aussi garant d’une prestation de qualité à tous vos clients afin de contribuer aux résultats économiques de l’Entreprise. Vos missions sont les suivantes : Développer les ventes de proximité Agence • Animer et développer les clients de l’Agence en proposant des services et des offres adaptés, • Développer l’attractivité de l’agence par des animations commerciales régulières, • Entretenir une relation privilégiée avec les représentants des fournisseurs, • Analyser le compte d’exploitation et mettre en œuvre les actions commerciales. Manager les équipes internes (12/15 commerciaux agence) • Mettre en œuvre et animer les rituels managériaux, • Communiquer à vos équipes les performances de l’Agence et du Pôle, • Participer au recrutement des collaborateurs de l’Agence, • Encourager et développer la montée en compétence des collaborateurs. Garantir la meilleure expérience client : • Développer une relation de proximité forte avec vos clients, • Délivrer une réponse personnalisée de qualité à l’ensemble de vos clients, • Accompagner et sécuriser chaque collaborateur dans la négociation et la défense du prix, • Orienter le client vers le canal le plus pertinent en fonction de ses besoins et son fonctionnement, • Participer activement à l’évolution du nombre de clients en lien avec l’équipe de force de vente. Garantir une gestion efficace de l’agence commerciale : • Garantir la sécurité des biens et des personnes tout en assurant la maintenance du matériel et des bâtiments, • Assurer ou garantir la gestion des litiges clients. • Développer le relationnel client grâce à un accueil convivial, un conseil et un suivi personnalisé. • Rendre l’agence attractive avec un marchandising dynamique et adapté. • Proposer des solutions et des services pertinents créateurs de valeurs ajoutées. • Développer la digitalisation du client par la mise en avant de nos offres connectées et de notre site e-commerce • Promouvoir et participer activement aux animations commerciales. • Gérer les litiges clients et les SAV ## Qualifications VOS QUALITÉS ET COMPÉTENCES Plus qu’un diplôme ou un niveau d’expérience, c’est avant tout la pertinence de votre parcours commercial, l’adéquation de vos connaissances techniques et vos qualités personnelles qui feront la différence, en particulier : • Vous possédez des connaissances dans le domaine de l’électricité, du génie climatique, et / ou des solutions de maitrise d’énergie acquises idéalement en distribution BtoB ou BtoC. • Votre sens de l’écoute et votre curiosité alliés à votre rigueur et votre esprit d’équipe seront de véritables atouts pour mener à bien vos missions. • Vous avez le goût du challenge et vous aimez vendre tout en créant une relation de proximité et de confiance avec vos interlocuteurs. ## Additional Information POURQUOI NOUS REJOINDRE : Rejoindre Rexel, c’est intégrer un groupe qui valorise les talents et offre de réelles opportunités d’évolution, en France comme à l’international, avec 588 mobilités internes réalisées en 2025 (85 % de nos collaborateurs recommandent REXEL comme employeur). Vous bénéficiez d’un package de rémunération attractif avec un salaire de base sur 13 mois. Vous profitez également de la participation, de l’intéressement et de solutions d’épargne avantageuses. Notre politique sociale favorise l’équilibre entre vie professionnelle et personnelle. Vous pouvez bénéficier jusqu’à 12 jours de RTT par an, ainsi qu’un cadre de travail flexible avec une journée de télétravail par semaine selon le poste. Enfin, nous enrichissons la vie de nos équipes par des avantages sociaux (chèques vacances, ticket de cinéma à tarif réduit, activités et voyages organisés par le CSE…). Postulez maintenant et devenez un acteur clé du déploiement de l’expertise et des solutions Rexel. A propos de REXEL : Avec un chiffre d’affaires de 3,2 Mds€ en 2025, Rexel est le leader français de la distribution professionnelle de produits et services pour le monde de l’énergie. L’entreprise conçoit et distribue des solutions d'électrification sur 3 marchés : résidentiel, tertiaire et industriel et couvre 4 domaines d’expertises principaux : distribution d’énergie, génie climatique, automatismes industriels, data-communication et sécurité. Forts d’un important maillage territorial comptant 435 agences, 8 centres logistiques régionaux, et d’une offre digitale puissante, les experts Rexel accompagnent et conseillent les professionnels dans le choix et l’installation de solutions électriques conciliant performance et responsabilité, avec un objectif en tête : distribuer les bonnes énergies sur l’ensemble de l’Hexagone. Rexel s’engage en faveur de l’éducation à la transition énergétique au travers de la [Fondation Rexel](https://www.rexel.com/fr/engagements/fondation-rexel/), abritée par la Fondation de France. Le Groupe Rexel est présent dans 17 pays, à travers un réseau de plus de 1 950 agences, et compte plus de 26 500 collaborateurs. La Société est cotée sur le marché Eurolist d’Euronext Paris. Pour plus d’information, rendez-vous sur [Courant Positif](https://courant-positif.rexel.fr/), le média de Rexel France.", "summaryDescription" : "Responsable Agence H/F at REXEL. Skills: Sales development, Team management, Client experience, Agency management. Develop proximity sales. Animate and develop agency clients", "postedDate" : "2026-06-15T09:24:53.000", "createdAt" : "2026-06-16T01:35:18.149", "lastUpdated" : "2026-06-16T13:08:57.374", "ingestTimestamp" : "2026-06-16T01:35:18.149", "mongoId" : "6a307911f292fd229c02ece8", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Listening", "Team spirit", "Challenge-driven", "Trust building", "Sales development", "Team management", "Client experience", "Agency management", "Sales performance", "Commercial policy", "Client relationship management", "Sales animation", "Supplier relationship management", "Account analysis", "Recruitment", "Skill development", "Client negotiation", "Price defense", "Client channel orientation", "Sales force coordination", "Asset security", "Personnel security", "Material maintenance", "Building maintenance", "Client dispute resolution", "Client relationship development", "Personalized advice", "Personalized follow-up", "Merchandising", "Value-added services", "Digitalization", "Connected offers", "E-commerce", "Commercial animation", "Customer service", "Electricity", "Climate control", "Energy saving solutions", "B2B distribution", "B2C distribution" ], "skillCount" : 40, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Manager", "dataQualityScore" : 1.0, "_score" : 405.2968, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Retail", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3055dff292fd229cf227c8", "title" : "Director - Transfer Pricing", "company" : "Unity Advisory", "industry" : "Tax", "salary" : { "min" : 130000.0, "max" : 180000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Director in Transfer Pricing in London, UK, adjusted for the consulting industry and seniority." }, "location" : "London, Mayfair", "locations" : [ "London, Mayfair" ], "timestamp" : "2026-06-16T12:59:15.027", "fingerprint" : "90cbe24764f6c89fe2436b89a694335b0d1723eccf4103d3514e80867b9e8c39", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/unity-advisory/5a4c8d11-4b9b-4544-8c55-84a14d732243/application", "externalId" : "5a4c8d11-4b9b-4544-8c55-84a14d732243", "industryFunction" : { }, "structuredLocations" : [ { "city" : "London", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "51.5074456,-0.1277653" } ], "locationText" : "London, United Kingdom", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "professionalSkills" : [ "Transfer pricing documentation", "Transfer pricing controversy", "Transfer pricing defence", "Practical implementation", "Cross-border structuring", "Tax-efficient structuring", "Business development", "Client relationship management", "Practice building", "AI/automation embedding" ], "hardSkillsList" : [ "Transfer pricing", "International tax", "Financial structuring", "Business development" ], "hardSkills" : [ { "name" : "Transfer pricing", "level" : "intermediate" }, { "name" : "International tax", "level" : "intermediate" }, { "name" : "Financial structuring", "level" : "intermediate" }, { "name" : "Business development", "level" : "intermediate" } ], "majorSkills" : "Transfer pricing, International tax, Business development", "majorSkillsList" : [ "Transfer pricing", "International tax", "Business development" ], "coreResponsibilities" : "Lead and oversee transfer pricing engagements, Advise on private equity-backed transactions, Advise on acquisition financing, Advise on leverage, Advise on interest deductibility, Advise on tax-efficient structuring, Design and implement transfer pricing strategies, Align strategies to OECD guidance, Align strategies to BEPS, Align strategies to local country requirements, Own key client relationships, Set client agenda, Manage delivery quality, Ensure exceptional client experience, Support pre-sale structuring, Support IPO readiness, Drive business development, Drive go-to-market activity, Originate opportunities, Build referral networks, Collaborate across Unity service lines, Grow key accounts, Build Unity’s market profile, Embed AI and automation into TP analysis, Embed AI and automation into TP documentation, Lead talent, Mentor talent, Develop talent, Coach junior colleagues, Build capability, Contribute to succession planning, Contribute to team growth, Stay ahead of HMRC developments, Stay ahead of case law, Stay ahead of global regulatory trends, Translate trends into proactive strategies, Translate trends into practical client actions", "teamCollaboration" : "Collaborating across disciplines; Collaborating across service lines", "domainKnowledge" : "UK transfer pricing; Global transfer pricing; Leverage; Deductibility; Cross-border structuring; OECD guidance; BEPS; Local country requirements; Private equity; High-growth businesses; Acquisition financing; Interest deductibility; Tax-efficient structuring; IPO readiness; HMRC developments; Global regulatory trends", "domainList" : [ "uk-transfer-pricing", "global-transfer-pricing", "leverage", "deductibility", "cross-border-structuring", "oecd-guidance", "beps", "local-country-requirements", "private-equity", "high-growth-businesses", "acquisition-financing", "interest-deductibility", "tax-efficient-structuring", "ipo-readiness", "hmrc-developments", "global-regulatory-trends" ], "domainSpecificKnowledge" : [ "UK transfer pricing", "Global transfer pricing", "Leverage", "Deductibility", "Cross-border structuring", "OECD guidance", "BEPS", "Local country requirements", "Private equity", "High-growth businesses", "Acquisition financing", "Interest deductibility", "Tax-efficient structuring", "IPO readiness", "HMRC developments", "Global regulatory trends" ], "communicationSkills" : "Client outcomes; Senior stakeholder relationships; Clear, actionable recommendations; Clear commercial decisions; Thought leadership; CFO/PE content", "documentationSkills" : "Transfer pricing documentation", "problemSolvingSkills" : "Translate technical complexity into clear commercial decisions", "qualificationsBasic" : "Deep expertise in UK and international transfer pricing, Experience advising private equity-backed businesses, Experience advising high-growth businesses, Proven ability to operate at senior levels, Demonstrable track record in business development, Leadership capability", "qualificationsPreferred" : "Established network across PE, legal and finance communities", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "Unity Advisory is a pure-play, experience-led CFO advisory firm providing integrated finance, commercial, tax and deals support. We are free from audit conflicts and AI-enabled by design, combining deep technical expertise with automation, analytics and AI embedded into the delivery of every engagement. We are building an alternative to traditional advisory firms, focused on clarity over complexity, outcomes over hours, and practical advice delivered at pace for CFOs making high-consequence decisions. Our culture is deliberately simple and high-performance: Straightforward, Commercial, Open, Experimental and Team-First. We are now seeking a Director - Transfer Pricing to join our growing Tax team and help shape the next chapter of our transfer pricing proposition. The Role We are seeking an experienced transfer pricing leader to join our fast-growing Tax team, focused on supporting CFOs of high-growth international businesses and private equity-backed companies. This role requires deep expertise in UK and global transfer pricing regulations, particularly in the context of leverage, deductibility, and cross-border structuring, and the commercial judgment to translate complex rules into clear, actionable recommendations. As a Director, you will be accountable for client outcomes, lead senior stakeholder relationships (CFOs, Heads of Tax, deal teams and investors), and play a central role in growing and scaling Unity Advisory’s transfer pricing practice. You will combine hands-on delivery leadership with practice building: developing offerings, leading business development, building a high-performing team, and embedding AI/automation to improve quality, pace and insight. This is a rare opportunity for a dynamic, commercially minded adviser to shape the future of our transfer pricing practice in a lean and agile environment. What You’ll Do - Lead and oversee complex UK and international transfer pricing engagements, acting as a trusted adviser to CFOs and senior tax stakeholders on high-stakes decisions (growth, expansion, refinancing, restructurings and deals). - Advise on private equity-backed transactions, including transfer pricing implications of acquisition financing, leverage, interest deductibility and tax-efficient structuring (UK and cross-border). - Design and implement pragmatic transfer pricing strategies aligned to OECD guidance, BEPS, local country requirements and evolving compliance expectations. - Own key client relationships: set the agenda, manage delivery quality, and ensure exceptional client experience from scoping through to sign-off. - Support pre-sale structuring and IPO readiness, ensuring transfer pricing policies are investor-ready, defendable and value-optimising. - Drive business development and go-to-market activity: originating opportunities, building referral networks (PE, legal, banks), and collaborating across Unity service lines to grow key accounts. - Build Unity’s market profile through thought leadership (insights, webinars, CFO/PE content), helping define our point of view in an AI-enabled advisory model. - Embed AI and automation into TP analysis and documentation, improving efficiency, consistency and insight while maintaining robust technical standards. - Lead, mentor and develop talent: coaching junior colleagues, building capability, and contributing to succession planning and team growth. - Stay ahead of HMRC developments, case law and global regulatory trends, translating them into proactive strategies and practical client actions. What You’ll Bring - Deep expertise in UK and international transfer pricing (policy design, documentation, operating models, controversy/defence and practical implementation). - Strong experience advising private equity-backed and/or high-growth businesses, including transactions involving leverage, deductibility and cross-border structuring. - Proven ability to operate at senior levels with CFOs, investors and boards, translating technical complexity into clear commercial decisions. - Demonstrable track record in business development (originating, converting, and expanding client relationships), ideally with an established network across PE, legal and finance communities. - Strong leadership capability: experience leading teams, quality assurance, coaching and building high-performing cultures. - Comfortable working in a lean, fast-paced, ambiguous environment, taking ownership, moving quickly, and collaborating across disciplines to find the best solution. - A strategic, commercially minded approach, proactively identifying value-enhancing opportunities beyond “TP compliance” and delivering outcomes with pace. What We Offer - A highly autonomous leadership role within a supportive, collaborative environment. - The opportunity to shape and grow Unity Advisory’s transfer pricing practice and propositions. - Exposure to market-leading clients and high-profile transactions, working directly with CFOs and investors. - A platform to drive thought leadership, innovation and AI-enabled delivery in an evolving tax landscape. - Competitive remuneration and strong career progression in a fast-growing practice. Work Environment A truly hybrid and flexible working environment. We offer the opportunity to be at the forefront of AI-driven advisory services. You’ll work on cutting-edge projects and be encouraged to deploy the latest analytical tools and approaches. Additional Information At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process. In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview. If you need any adjustments or support, please let us know when either scheduling your interview or in your application cover letter. We are dedicated to ensuring that everyone has an equal opportunity to succeed and are here to support you throughout the process. PLEASE NOTE: We do not accept unsolicited CVs from third-party agencies.", "summaryDescription" : "Director - Transfer Pricing at Unity Advisory. Skills: Transfer pricing, International tax, Business development. Lead and oversee transfer pricing engagements. Advise on private equity-backed transactions", "createdAt" : "2026-06-16T00:28:15.621", "lastUpdated" : "2026-06-16T12:59:15.027", "ingestTimestamp" : "2026-06-16T00:28:15.621", "mongoId" : "6a3055dff292fd229cf227c8", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "100k-150k", "hasSalary" : false, "allSkills" : [ "Transfer pricing", "International tax", "Financial structuring", "Business development", "Transfer pricing documentation", "Transfer pricing controversy", "Transfer pricing defence", "Practical implementation", "Cross-border structuring", "Tax-efficient structuring", "Client relationship management", "Practice building", "AI/automation embedding", "UK transfer pricing", "Global transfer pricing", "Leverage", "Deductibility", "OECD guidance", "BEPS", "Local country requirements", "Private equity", "High-growth businesses", "Acquisition financing", "Interest deductibility", "IPO readiness", "HMRC developments", "Global regulatory trends" ], "skillCount" : 27, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Director", "dataQualityScore" : 0.8888889, "_score" : 380.55063, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.98 }, { "id" : "6a0d821658b93c861e961809", "title" : "Assistant Registrar of Transfer Services", "company" : "SMU", "salary" : { "min" : 65000.0, "max" : 95000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Assistant Registrar of Transfer Services in Dallas, adjusted for mid-seniority in the Education industry." }, "location" : "TX-Dallas", "locations" : [ "TX-Dallas" ], "timestamp" : "2026-06-16T05:37:43.078", "fingerprint" : "913de28b1c0a6bfe985d10f408d07ffcbaff5de101f073b721d1c1598729c399", "source" : "taleo", "language" : "en", "applyUrl" : "https://smu.taleo.net/careersection/ex/jobdetail.ftl?job=77054", "externalId" : "77054", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Dallas", "state" : "Texas", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "32.7762719,-96.7968559" } ], "locationText" : "Dallas, Texas, United States", "coreResponsibilities" : "Manage transfer credit evaluation, Process transfer credit applications, Ensure compliance with university policies, Maintain accurate student records, Collaborate with academic departments, Advise students on transfer policies, Supervise transfer credit staff, Develop and implement transfer services, Analyze transfer data, Prepare reports on transfer services", "teamCollaboration" : "Academic departments; University stakeholders", "domainKnowledge" : "Transfer credit policies; University admissions", "domainList" : [ "transfer-credit-policies", "university-admissions" ], "domainSpecificKnowledge" : [ "Transfer credit policies", "University admissions" ], "communicationSkills" : "Student advising", "documentationSkills" : "Record keeping", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Salary Range: Salary commensurate with experience and qualifications About SMU SMU’s more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University’s small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs. SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences , Cox School of Business , Lyle School of Engineering , Meadows School of the Arts , Simmons School of Education and Human Development , Dedman School of Law , Perkins School of Theology and Moody School of Graduate and Advanced Studies . SMU is data driven, and its powerful supercomputing ecosystem – paired with entrepreneurial drive – creates an unrivaled environment for the University to deliver research excellence. Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU’s relationship with Dallas – the dynamic center of one of the nation’s fastest-growing regions – offers unique learning, research, social and career opportunities that provide a launch pad for global impact. SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry. About the Position: This role is an on-campus, in-person position. The Assistant Registrar of Transfer Services is responsible for oversight and daily processing of non-SMU academic records including domestic and international transfer credit, and setting up external organization designations in compliance with government regulations and University policies. This position tests updates and fixes and upgrades in my.SMU and Brainware, troubleshoots problems, researches various issues, implements new functionality, and provides users with documentation on transfer processes. This position works closely with academic deans and faculty to apply policies and implement procedures within those policies. The position also works closely with transfer students, making sure their credits transfer correctly and serves as advisor to SMU’s chapter of Tau Sigma National Honor Society. This position will support other areas of the Registrar's Office, including VA, Ceremonies, and returning student readmission. Essential Functions: Transfer Services - Oversee processing of Transfer Records and Business requirements; provide daily production support for transfer services; manage Academic Record’s Counselors and verify transfer academic caseloads are processed in a timely/ accurate manner; oversee Brainware software and transfer imaging; train staff on transfer processing. Administer set-up of college and international external organizations; oversee processing of external transcripts used to determine transfer equivalencies to build and maintain transfer rules; communicate with academic areas to evaluate transfer courses; create/maintain/implement imaging schedule of all transfer related documents; test updates/fixes in PeopleSoft. Assist with the online transfer petition process; complete preliminary athletic evaluations for Admission; attend college fairs in order to assist the recruitment process and answer any transfer questions; coordinate Tau Sigma National Honor Society; create, maintain, and implement a schedule to image all transfer related documents. Assist Admission Counselors with questions, evaluations and course recommendations; maintain great relationships with administrative assistants, academic departments, and undergraduate advising; maintain relationships with transfer liaison at feeder institutions; answer transfer email communication from the Transfer Services and Registrar email accounts. Research production - stop issues with IT developers and test possible solutions on SAS for Student Records module; write new and modify existing policy and procedures for Student Records processes, including data queries attached to these processes; write new and modify existing policy and procedures for Student Records processes, including data queries attached to these processes; design, implement and test new Student Records functionality in SAS Veterans Certification - serve as backup for certifying veteran students for their VA benefits Reinstatement/Reactivation of Students - serve as backup for the Coordinator of Readmission and Transfer, assisting with admissions, enrollment and business processes Other duties as assigned, including support of academic ceremonies as needed. Education and Experience: Bachelor’s is required. Master's is preferred. A minimum of 3 years of experience is required. Experience in academic/transfer records, enrollment services and managing large projects is required. Knowledge, Skills and Abilities: Candidate must demonstrate strong interpersonal and verbal communication skills, with the ability to communicate broadly across the University and develop and maintain effective relationships with a wide range of constituencies. Must also demonstrate strong written communication skills. Candidate must possess strong problem-solving skills with the ability to identify and analyze problems, as well as devise solutions. Must also have strong organizational, planning and time management skills. Candidate must have experience with Outlook, Word, Excel, Publisher, Adobe, and PeopleSoft. Candidate must be available to work some evenings and weekends for academic ceremonies and quarterly testing. Physical and Environmental Demands: Sit for long periods of time Bend, and stand Carry 25 lbs Deadline to Apply: Priority consideration will be given to applications submitted by June 19th, 2026 . Position will remain open until filled. EEO Statement SMU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. Benefits: SMU offers staff a broad, competitive array of health and related benefit s. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution. SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU. The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities , including tuition benefits . USA-TX-Dallas", "summaryDescription" : "Assistant Registrar of Transfer Services at SMU. Manage transfer credit evaluation. Process transfer credit applications", "createdAt" : "2026-06-14T21:30:43.447", "lastUpdated" : "2026-06-16T05:37:43.078", "ingestTimestamp" : "2026-06-14T21:30:43.447", "mongoId" : "6a0d821658b93c861e961809", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 65000, "salaryAnnualMax" : 95000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Transfer credit policies", "University admissions" ], "skillCount" : 2, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 0.6666667, "_score" : 369.0281, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Education", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30848af292fd229c073f74", "title" : "Client Service Associate", "company" : "OFX", "industry" : "Financial Services", "salary" : { "min" : 45000.0, "max" : 60000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for an entry-level Client Service Associate in Edmonton, Canada, adjusted for the FinTech industry." }, "location" : "Edmonton, AB, Canada", "locations" : [ "Edmonton", "AB", "Canada" ], "certifications" : [ "KYC training", "AML training" ], "timestamp" : "2026-06-16T10:42:36.358", "fingerprint" : "27c9acf4fa868ecd733d1f827acb40342ee5ee7a8200d8a1e2c5ddf6cceada33", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/OFX1/744000132292414-client-service-associate-sunday-to-thursday", "externalId" : "744000132292414", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Edmonton", "state" : "Alberta", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "53.5462055,-113.4912410" } ], "locationText" : "Edmonton, Alberta, Canada", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "professionalSkills" : [ "Customer service", "Client relations" ], "hardSkillsList" : [ "AML regulation", "KYC regulation" ], "hardSkills" : [ { "name" : "AML regulation", "level" : "intermediate" }, { "name" : "KYC regulation", "level" : "intermediate" } ], "majorSkills" : "Customer success, Client service", "majorSkillsList" : [ "Customer success", "Client service" ], "coreResponsibilities" : "Be first point of contact, Set up new client accounts, Explain online service, Explain compliance requirements, Check client bank details, Confirm bank to bank transfers, Deliver customer service, Manage high call volumes, Manage high email volumes, Deliver outcomes, Follow up with unverified clients, Follow up on AML issues, Respond to client queries, Track funds, Coordinate responses with Operations, Coordinate responses with Settlements, Gain knowledge of legislation, Work within legislation, Handle clients on 1.0 platform, Handle clients on 2.0 platform", "teamCollaboration" : "Internal stakeholders; Operations team; Settlements team", "domainKnowledge" : "International payment process; AML; KYC; Global money movement", "domainList" : [ "international-payment-process", "aml", "kyc", "global-money-movement" ], "domainSpecificKnowledge" : [ "International payment process", "AML", "KYC", "Global money movement" ], "toolProficiency" : [ "MS Office", "Salesforce" ], "communicationSkills" : "Verbal communication; Written communication", "specialRequirements" : "Sunday-Thursday shift", "outcomesObjectives" : "Exceed key performance indicators", "qualificationsBasic" : "Post-secondary education, Proven customer service experience, Computer skills (MS Office), Ability to adapt to IT systems, Excellent interpersonal communication, Ability to build relationships, Ability to remain calm, Demonstrate emotional resilience, Integrity, reliability, good work ethic, Manage several systems simultaneously, High attention to detail, Team oriented, Ability to work collaboratively, Ability to work unsupervised", "qualificationsPreferred" : "Bilingual in conversational French, KYC, AML training, 1-2 years Sales/customer service experience, Finance/business related education, Banking experience, Experience using salesforce or similar platform", "remoteFriendly" : false, "workSiteFlexibility" : "Hybrid", "rawDescription" : "OFX is a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive. Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years. We are looking for a passionate Customer Success Associate to join our friendly & energetic team in Edmonton for our Sunday-Thursday shift. This is a fantastic opportunity to play an integral role in delivering unparalleled customer service to our clients, whilst maintaining our award-winning reputation for ease of transaction and friendly service. This role will suit an individual who loves to build client relations and deliver exceptional customer service. Key responsibilities include providing outstanding customer service, responding to all clients’ queries via various channels, providing website assistance, explaining processes, products and services in accordance with internal procedures and relevant legislation. Hear from some of our team on how they inspire customer confidence in our ‘OFX At Your Service’ video: The schedule for this role would require flexibility to work a Sunday-Thursday shift, except for the initial training period which will be Monday to Friday. What you'll do: * Be the first point of contact on all issues relating to the international payment process * Set up new client accounts and explain how our online service works * Explain compliance requirements * Check & confirm all details of clients bank to bank transfers * Deliver unparalleled customer service to clients and internal stakeholders via telephone and email * Manage high call and email volumes and deliver outcomes * Follow up with unverified clients, compliance and AML regulation issues * Respond to client queries across all facets of the payment process including tracking funds and coordinating responses with Operations and Settlements * Gain knowledge of, remain up to date on and work within legislation relevant to the role, e.g. AML, KYC * Handle clients on both the 1.0 and 2.0 platform as required ## Qualifications What you bring: * Post-secondary education * Proven experience in delivering outstanding customer service (phone/email based preferred). Committed to exceeding key performance indicators * Strong computer skills (MS Office and email) and the ability to adapt to different IT systems * Excellent interpersonal communication skills; both verbal and written * Ability to build effective relationships * Ability to remain calm under pressure and demonstrate emotional resilience * Integrity, reliability and good work ethic * Master of multitasking; ability to manage several systems and tasks simultaneously with high attention to detail * Team oriented and ability to work collaboratively and unsupervised Nice to have: * Bilingual in conversational French or another language * KYC, AML training * 1-2 years Sales/customer service experience of meeting key performance indicators * Finance/Business related education * Banking experience * Experience using salesforce or similar platform The salary range for this position is $51,000.00 - $56,000.00 CAD. Exact salary offered will be dependent on multiple factors including level of experience, job-related knowledge, skills, work location, etc. In addition to base salary, this role may be eligible for a variable bonus and/or commission. As part of the compensation package, benefits are also offered for all full-time roles and part-time roles working a minimum of 24 hours a week. We also offer a flexible hybrid working model where employees typically work 1-2 days from our office in Edmonton (near the intersection of 101 St NW and 103 Ave NW). This is an existing full time permanent position. ## Additional Information We’re OFXers because we want to make a difference. We see challenges as opportunities and we’re not afraid to roll up our sleeves to get stuff done. We’re committed to making things easier for our clients, pushing boundaries and continuing to move with the times so that we can continue to inspire confidence every day and through every transaction. We operate as one team, cross-functionally and globally, to drive outcomes that deliver excellence for our customers. We're curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative and resilience to overcome challenges. * Always keep learning. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career, with leadership training, secondments, internal mobility and access to a large library of online learning. * Make a difference. Through our Make a Difference program, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, which OFXers can use together or individually, as well as matched giving and the opportunity to nominate charity of choice every quarter. * Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of global and regional channels and awards, including quarterly and annual awards, milestones and shout outs. * Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether it’s a wellbeing activity, end of year celebration, or a monthly team get-together, our team wants you to feel welcome! * Benefits that mean something. We offer a range of fantastic benefits, including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave, you'll feel well-supported at OFX. * A great work environment. Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture. We may use artificial intelligence (AI) tools to support certain stages of the hiring process, which might include reviewing applications. While these AI tools are designed to help streamline the hiring process, the recruitment team maintains oversight of the hiring process. Final hiring decisions are always made by humans. #LI-Hybrid At OFX, we are committed to fostering a diverse, inclusive and accessible workplace where we value, respect, and encourage our people to be their authentic selves. With an employee base as diverse as the clients we serve, we know that fostering an inclusive workplace is fundamental to our continued success. If you require accommodation for any portion of the recruitment and hiring process, please email us at [people.culture@ofx.com](mailto:people.culture@ofx.com). We encourage you to apply if this role aligns with your career aspirations.", "summaryDescription" : "Client Service Associate at OFX. Skills: Customer success, Client service. Be first point of contact. Set up new client accounts", "postedDate" : "2026-06-15T22:22:52.000", "createdAt" : "2026-06-16T01:41:47.456", "lastUpdated" : "2026-06-16T10:42:36.358", "ingestTimestamp" : "2026-06-16T01:41:47.456", "mongoId" : "6a30848af292fd229c073f74", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "AML regulation", "KYC regulation", "Customer success", "Client service", "Customer service", "Client relations", "International payment process", "AML", "KYC", "Global money movement", "KYC training", "AML training", "MS Office", "Salesforce" ], "skillCount" : 14, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Entry", "dataQualityScore" : 1.0, "_score" : 365.10205, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "6a25c5a674d8ee00a01cc539", "title" : "Alternative Ops Transfer Agency, Officer", "company" : "Us", "industry" : "Financial Services", "salary" : { "min" : 70000.0, "max" : 122500.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Boston, Massachusetts", "locations" : [ "Boston, Massachusetts", "United States of America" ], "certifications" : [ "BSA required" ], "timestamp" : "2026-06-12T08:13:03.560", "fingerprint" : "03dcd48d3d63a02e8fb833a8537c10b45d27c3e43a709f3da987985857dc2840", "source" : "workday", "language" : "en", "applyUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Boston-Massachusetts/Alternative-Ops-Transfer-Agency--Officer_R-791042", "externalId" : "R-791042", "industryFunction" : { }, "locationPoint" : "7.87111,126.36417", "structuredLocations" : [ { "city" : "Boston", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "42.3588336,-71.0578303" } ], "locationText" : "Boston, Massachusetts, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 3, "experienceMaxYears" : 5, "technicalSkills" : "MS Office", "professionalSkills" : [ "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Operational metrics", "Resource planning", "Continuous improvement" ], "hardSkillsList" : [ "Mutual fund operations", "Cash movements", "Service Level Agreements", "KPIs" ], "softSkillsList" : [ "Taking Ownership", "Initiative", "Ensuring accuracy", "Quality", "Organizational skills", "Analytical skills", "Time management", "Prioritize", "Providing outstanding service", "Effective Communication", "Fostering Collaboration", "Teamwork" ], "hardSkills" : [ { "name" : "Mutual fund operations", "level" : "intermediate" }, { "name" : "Cash movements", "level" : "intermediate" }, { "name" : "Service Level Agreements", "level" : "intermediate" }, { "name" : "KPIs", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Taking Ownership" }, { "name" : "Initiative" }, { "name" : "Ensuring accuracy" }, { "name" : "Quality" }, { "name" : "Organizational skills" }, { "name" : "Analytical skills" }, { "name" : "Time management" }, { "name" : "Prioritize" }, { "name" : "Providing outstanding service" }, { "name" : "Effective Communication" }, { "name" : "Fostering Collaboration" }, { "name" : "Teamwork" } ], "majorSkills" : "Transfer Agency, Operations Management, Client Relations", "majorSkillsList" : [ "Transfer Agency", "Operations Management", "Client Relations" ], "coreResponsibilities" : "Manage day-to-day activities of a functional team, Monitor daily activity, Review daily activity, Validate daily activity, Manage monthly client events, Manage quarterly client events, Review cash movements, Approve cash movements, Manage client Service Level Agreements, Manage internal KPIs, Manage external KPIs, Collaborate with other Transfer Agency business units, Collaborate with other departments, Develop relationships with internal stakeholders, Develop relationships with external stakeholders, Handle complex operational issues, Resolve complex operational issues, Develop a team, Increase efficiency, Increase productivity, Address identified areas of opportunity, Manage other projects, Manage other tasks", "teamCollaboration" : "Cross-functional teams; Internal stakeholders; External stakeholders", "domainKnowledge" : "Financial services industry; Mutual fund operations", "domainList" : [ "financial-services-industry", "mutual-fund-operations" ], "domainSpecificKnowledge" : [ "Financial services industry", "Mutual fund operations" ], "toolProficiency" : [ "MS Office" ], "communicationSkills" : "Effective Communication", "innovationCreativity" : "Cutting-edge solutions", "problemSolvingSkills" : "Analytical skills; Handling complex operational issues; Resolving complex operational issues", "outcomesObjectives" : "Ensure accuracy and adherence to controls; Meet processing deadlines; Meet deliverable deadlines; Ensure Service Level Agreements are met; Ensure KPIs are met; Increase efficiency/productivity", "qualificationsBasic" : "3 – 5 years of mutual fund operations experience, BSA required", "qualificationsPreferred" : "Financial service experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Who we are looking for** The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. **Why this role is important to us** The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Officer in the Transfer Agency SHS, you will * Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines * Manage monthly and quarterly client events that have strict processing and deliverable deadlines. * Review and approve cash movements to our clients and their shareholders daily. * Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met * Collaboration with other Transfer Agency business units as well as other departments within State Street * Developing and maintaining strong relationships with all internal and external stakeholders * Handling and resolving complex operational issues, as they arise * Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity * Managing other projects or tasks, as assigned **What we value** These skills will help you succeed in this role * Taking Ownership and Initiative * Ensuring accuracy and quality – detail oriented * Strong organizational and analytical skills * Time management skills – ability to prioritize * Providing outstanding service * Effective Communication * Fostering Collaboration and Teamwork **Education & Preferred Qualifications** * BS/BA required * Must have 3 – 5 years of mutual fund operations experience * Proficient in MS Office **About State Street** **What we do.** State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. **Work, Live and Grow.** We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. **Inclusion, Diversity and Social Responsibility.** We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers **Salary Range:** $70,000 - $122,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Alternative Ops Transfer Agency, Officer at Us. Skills: Transfer Agency, Operations Management, Client Relations. Manage day-to-day activities of a functional team. 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Other departments; Internal stakeholders; External stakeholders", "domainKnowledge" : "Mutual fund operations", "domainList" : [ "mutual-fund-operations" ], "domainSpecificKnowledge" : [ "Mutual fund operations" ], "toolProficiency" : [ "MS Office" ], "communicationSkills" : "Effective Communication", "problemSolvingSkills" : "Handling issues; Resolving issues", "outcomesObjectives" : "Ensure accuracy and adherence to controls; Meet strict processing deadlines; Meet deliverable deadlines; Ensure SLAs are met; Ensure KPIs are met; Increase efficiency; Increase productivity", "qualificationsBasic" : "BSA required, 3 – 5 years of mutual fund operations experience, Proficient in MS Office", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Who we are looking for** The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. **Why this role is important to us** The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Officer in the Transfer Agency, you will * Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines * Manage monthly and quarterly client events that have strict processing and deliverable deadlines. * Review and approve cash movements to our clients and their shareholders daily. * Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met * Collaboration with other Transfer Agency business units as well as other departments within State Street * Developing and maintaining strong relationships with all internal and external stakeholders * Handling and resolving complex operational issues, as they arise * Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity * Managing other projects or tasks, as assigned **What we value** These skills will help you succeed in this role * Taking Ownership and Initiative * Ensuring accuracy and quality – detail oriented * Strong organizational and analytical skills * Time management skills – ability to prioritize * Providing outstanding service * Effective Communication * Fostering Collaboration and Teamwork **Education & Preferred Qualifications** * BS/BA required * Must have 3 – 5 years of mutual fund operations experience * Proficient in MS Office **About State Street** **What we do.** State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. **Work, Live and Grow.** We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. **Inclusion, Diversity and Social Responsibility.** We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers **Salary Range:** $60,000 - $101,250 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Transfer Agency, Officer at Us If Making Your Mark In The Financial Services. Skills: Transfer Agency, Client Service, Team Management. Manage day-to-day activities of a functional team. 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This role serves as a critical bridge between agents, operations, and Information Technology, ensuring our application systems provide exceptional user experience while supporting business objectives. The ideal candidate combines leadership skills, technical aptitude, training expertise, and a passion for helping agents leverage technology effectively. This role will oversee Agency Systems staff while serving as a key partner in the evolution of agent technology solutions. This role is hybrid with 3 days a week in the Plano, TX office. What You'll Do Agency Systems Leadership Lead, coach, and develop the Agency Systems team to ensure exceptional support and service delivery to agents. Establish priorities, monitor team performance, and ensure resources are aligned to meet business needs. Foster a culture of collaboration, accountability, and continuous improvement. System Administration & Support Oversee the operation and administration of agent application systems, including: Electronic Application (E-App) Online Application System (OAS) NTAREP (Agent Portal) Future company-sponsored agent technologies Serve as a primary resource for system functionality, troubleshooting, and process guidance. Ensure systems support business objectives while delivering a positive agent experience. Technology Partnership & Process Improvement Act as the primary liaison between Agency Operations and Information Technology for system maintenance, enhancements, and strategic improvements. Participate in meetings with IT teams to discuss technology updates, system functionality, and future development priorities. Support testing, implementation, and adoption of new technology solutions. Identify opportunities to improve system efficiency, usability, and agent satisfaction. Training & Communication Create, maintain, and deliver training materials for agency systems and related technologies. Develop resources that support successful agent onboarding, training, and ongoing technology adoption. Ensure documentation remains current and reflects system updates and enhancements. Provide guidance and support for the NTAREP website and related resources. Reporting & Analytics Create, maintain, and analyze reports related to system utilization, performance, and agent engagement. Provide insights and recommendations to leadership regarding system improvements and user adoption trends. Qualifications & Experience Required High School Diploma or GED. 5+ years of experience supporting agent application systems, agency operations, or agent relations. Demonstrated leadership, coaching, and team development experience. Strong understanding of agent-facing technology platforms and business processes. Experience working collaboratively with Information Technology teams and business stakeholders. Preferred College degree. Experience supporting electronic application platforms, agent portals, or similar insurance technology solutions. Experience developing training materials and conducting user training sessions. Skills & Competencies Leadership & Relationship Management Strong leadership and team development skills. Ability to build productive relationships across departments and stakeholder groups. Customer-focused mindset with a commitment to supporting agents and business partners. Technical & Analytical Skills Strong aptitude for learning and supporting technology solutions. Ability to analyze data and develop meaningful reports. Experience troubleshooting system issues and supporting technology implementations. Communication & Training Excellent written and verbal communication skills. Ability to explain technical concepts to diverse audiences. Strong presentation and training capabilities. Organization & Execution Effective project coordination and prioritization skills. Ability to manage multiple initiatives and deadlines simultaneously. Strong attention to detail and follow-through. Additional Information Remote work opportunity. Normal office environment. Ability to lift up to 10 pounds. Periodic travel may be required. Salary Range: $57,500.00 - $79,100.00/annually Salary is commensurate to experience, location, etc. Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy", "summaryDescription" : "Supervisor Agency Systems at Horace Mann", "postedDate" : "2026-06-15T23:16:47.534", "createdAt" : "2026-06-15T23:16:47.534", "lastUpdated" : "2026-06-16T05:54:19.576", "ingestTimestamp" : "2026-06-15T23:16:47.534", "mongoId" : "6a30515cf292fd229ceff36d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 50000, "salaryAnnualMax" : 79100, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Manager", "dataQualityScore" : 0.7777778, "_score" : 354.7112, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Insurance", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3056ecf292fd229cf30f0b", "title" : "Client Service Supervisor", "company" : "SPS Global Solutions", "salary" : { "min" : 93000.0, "max" : 93000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "New York, New York, United States", "locations" : [ "New York", "New York", "United States" ], "timestamp" : "2026-06-16T07:41:08.698", "fingerprint" : "1db366806b88359ff0d747e1b4ab6d52ca75c3e63ca3c3461b659668b170af54", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/spsnorthamericaselected/jobs/5164258008", "externalId" : "5164258008", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Associate's", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "professionalSkills" : [ "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Resource planning" ], "hardSkillsList" : [ "Operational metrics" ], "hardSkills" : [ { "name" : "Operational metrics", "level" : "intermediate" } ], "majorSkills" : "Process management, Operational metrics, Continuous improvement", "majorSkillsList" : [ "Process management", "Operational metrics", "Continuous improvement" ], "coreResponsibilities" : "Manage operational processes, Coordinate cross-functionally, Manage vendors, Manage stakeholders, Plan resources, Drive continuous improvement", "qualificationsBasic" : "2-5 years of experience, Associate's degree", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Client Services Supervisor \uD83D\uDCCD New York, New York, United States On-site SPS Global Solutions is seeking for a Client Services Supervisor – Print Associate’s degree preferred. • 2–5 years of experience in print production, mailroom, or workplace services. • Prior supervisory experience preferred. • Proficiency in Microsoft Office Suite. • Strong leadership and client-facing communication skills. • Ability to lift up to 50 lbs. Travel: None or negligible Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. Our company uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range $93,000—$93,000 USD WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities! Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do! We Recognize Talent: We offer a variety of recognition programs for all levels of employees! Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application by hitting \"Submit Application\" you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect my chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.", "summaryDescription" : "Client Service Supervisor at SPS Global Solutions. Skills: Process management, Operational metrics, Continuous improvement. Manage operational processes. Coordinate cross-functionally", "postedDate" : "2026-06-15T23:17:27.650", "createdAt" : "2026-06-15T23:17:27.650", "lastUpdated" : "2026-06-16T07:41:08.698", "ingestTimestamp" : "2026-06-15T23:17:27.650", "mongoId" : "6a3056ecf292fd229cf30f0b", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 93000, "salaryAnnualMax" : 93000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Operational metrics", "Process management", "Continuous improvement", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Resource planning" ], "skillCount" : 7, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Lead", "dataQualityScore" : 1.0, "_score" : 352.53992, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Professional Services", "llmIndustryConfidence" : 0.92 }, { "id" : "6a2c966b74d8ee00a098f79a", "title" : "Agency Lead", "company" : "Pinterest", "industry" : "Media", "salary" : { "min" : 172425.0, "max" : 301744.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "New York, NY, US", "locations" : [ "New York", "NY", "US" ], "timestamp" : "2026-06-15T12:22:12.165", "fingerprint" : "d3b33972f0ef596ed02de6003e0ba44710c9a6a4c1c4f6363bddf35cef7b03a6", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://www.pinterestcareers.com/jobs/?gh_jid=7983420", "externalId" : "7983420", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "experienceMinYears" : 8, "experienceMaxYears" : 15, "experienceLevel" : "Lead", "technicalSkills" : "Pinterest ad platform", "professionalSkills" : [ "Sales strategies", "Business reviews", "Client service", "Partnership management" ], "hardSkillsList" : [ "Revenue generation", "Deal closure", "Performance advertising", "Brand advertising" ], "hardSkills" : [ { "name" : "Revenue generation", "level" : "intermediate" }, { "name" : "Deal closure", "level" : "intermediate" }, { "name" : "Performance advertising", "level" : "intermediate" }, { "name" : "Brand advertising", "level" : "intermediate" } ], "majorSkills" : "Agency sales, Client relationships, Revenue generation", "majorSkillsList" : [ "Agency sales", "Client relationships", "Revenue generation" ], "coreResponsibilities" : "Establish Pinterest as platform, Drive incremental revenue, Drive new business revenue, Act as primary point, Act as escalation point, Act as thought leader, Build relationships at c-level, Educate agencies to master platform, Maximize success for partners, Keep agencies updated, Present new offerings, Conduct business reviews, Provide client service, Provide partnership, Track quantitative metrics, Analyze business trends, Communicate business trends, Work cross-functionally, Build advertising platform, Analyze data using AI, Track business trends using AI, Streamline QBRs using AI, Streamline presentations using AI, Streamline recommendations using AI", "teamCollaboration" : "Cross-functional collaboration", "domainKnowledge" : "Agency operating models; Agency structures; Brand advertising; Performance advertising", "domainList" : [ "agency-operating-models", "agency-structures", "brand-advertising", "performance-advertising" ], "domainSpecificKnowledge" : [ "Agency operating models", "Agency structures", "Brand advertising", "Performance advertising" ], "toolProficiency" : [ "AI tools" ], "communicationSkills" : "Presentation skills; Business presentations", "specialRequirements" : "Commutable distance to New York Office", "outcomesObjectives" : "Meet client goals; Scale advertising platform", "qualificationsBasic" : "10 years digital advertising, Experience at agencies, Agency sales experience, Working with media agencies, Working with brand advertising, Working with performance advertising, Implementing sales strategies, Understanding agency operating models, Experience with executive leaders, Customer focus, Managing revenue pipeline, Bachelor's degree in business, Bachelor's degree in marketing, Equivalent experience", "qualificationsPreferred" : "Experience using AI tools", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here. We’re looking for an Agency Lead to help grow Pinterest’s US agency business. As the primary point of contact for Publicis agencies in the US, you’ll leverage executive relationships and your Pinterest ad platform expertise to inspire agencies to become Pinterest ad experts and transform our agency partners into advocates to meet their clients’ goals. In doing so, you’ll play a key role in scaling one of the fastest growing advertising platforms in history through your agency partnerships. What you’ll do: Establish Pinterest as a leading business driving platform for a US agency network Drive incremental and new business revenue within your book of business Act as the primary point of contact, escalation point and thought leader for your Agencies Build relationships at the c-level and educate agencies to master the Pinterest ad platform and maximize success for their partners Continually keep agencies updated with new Pinterest ad offerings so they can present new offerings to partners Conduct periodic business reviews with Agency leadership and important constituencies Provide best-in-class client service and partnership across all facets of Agency investment, planning, social and research Track, analyze, and communicate key quantitative metrics and business trends as they relate to agency relationships Work cross-functionally to help Pinterest build a world-class advertising platform Use AI to quickly analyze data, track business trends, and streamline QBRs, presentations, and strategic recommendations. What we’re looking for: Minimum of 10 years of experience in digital advertising, including experience at agencies and in agency sales, specifically working with media and related agencies on brand and performance advertising products. Demonstrative capabilities in implementing sales strategies into the holdco and opco level of a media agency network, showing a strong understanding of agency operating models and structures Experience working with executive-level business and marketing leaders within agency organizations with a customer focus Proven track record of managing revenue pipeline with forward-looking predictability An independent, business-focused creative thinker who is excited to work with leading agency and technology partners Excellent communication and presentation skills, attention to detail, and a bias for proactively resolving issues Experience using AI tools to drive efficiency, generate insights, and improve the quality of business materials and client communications. Bachelor’s degree in business, marketing, or equivalent experience. Relocation Statement: This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model. In-Office Requirement Statement: We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. This role will need to be in the office for in-person collaboration 2-3 times/week and therefore needs to be in a commutable distance from the New York Office. #LI-HYBRID #LI-MM2 At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise. Information regarding the culture at Pinterest and benefits available for this position can be found here. US based applicants only $172,425—$301,744 USD Our Commitment to Inclusion: Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support. By submitting this application, I certify that all information submitted in my application and throughout the hiring process is true, accurate, and complete to the best of my knowledge. I understand that any false statement, omission, or misrepresentation may disqualify me from employment consideration or result in termination if discovered after hire.", "summaryDescription" : "Agency Lead at Pinterest. Skills: Agency sales, Client relationships, Revenue generation. Establish Pinterest as platform. Drive incremental revenue", "postedDate" : "2026-06-14T09:02:38.398", "createdAt" : "2026-06-14T09:02:38.398", "lastUpdated" : "2026-06-15T12:22:12.165", "ingestTimestamp" : "2026-06-14T09:02:38.398", "mongoId" : "6a2c966b74d8ee00a098f79a", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 172425, "salaryAnnualMax" : 301744, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ "Revenue generation", "Deal closure", "Performance advertising", "Brand advertising", "Agency sales", "Client relationships", "Sales strategies", "Business reviews", "Client service", "Partnership management", "Agency operating models", "Agency structures", "AI tools" ], "skillCount" : 13, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Lead", "dataQualityScore" : 0.8888889, "_score" : 352.46494, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3055d5f292fd229cf2213d", "title" : "Client Service Representative", "company" : "Zelis", "salary" : { "min" : 600000.0, "max" : 1000000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Client Service Representative in the Healthcare industry in India, adjusted for company size and location." }, "location" : "India", "locations" : [ "India" ], "timestamp" : "2026-06-16T13:15:02.079", "fingerprint" : "17e47a95140f94c2cd63aecb9148fd28d1720193dcad80508886dc605b549ce6", "source" : "workday", "language" : "en", "applyUrl" : "https://zelis.wd1.myworkdayjobs.com/ZelisCareers/job/India-Hyderabad/Client-Service-Representative-1_JR110941", "externalId" : "JR110941", "industryFunction" : { }, "locationPoint" : "20.5937,78.9629", "structuredLocations" : [ { "country" : "India", "continent" : "as", "workMode" : "onsite" } ], "locationText" : "India", "employmentType" : "FULL_TIME", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "**About Us** Zelis is modernizing the healthcare financial experience in the United States (U.S.) across payers, providers, and healthcare consumers. We serve more than 750 payers, including the top five national health plans, regional health plans, TPAs and millions of healthcare providers and consumers across our platform of solutions. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts – driving real, measurable results for clients. At Zelis, AI is woven into the fabric of how we work. Every associate is expected - and empowered - to partner with AI to challenge the status quo, accelerate innovation, and amplify their impact. This is a place for builders with a growth mindset who act with agility, embrace change, and use modern technology to shape smarter solutions, exceptional experiences, and the future of our industry for our clients, customers, and our culture. **Why We Do What We Do** In the U.S., consumers, payers, and providers face significant challenges throughout the healthcare financial journey. Zelis helps streamline the process by offering solutions that improve transparency, efficiency, and communication among all parties involved. By addressing the obstacles that patients face in accessing care, navigating the intricacies of insurance claims, and the logistical challenges healthcare providers encounter with processing payments, Zelis aims to create a more seamless and effective healthcare financial system. Zelis India plays a crucial role in this mission by supporting various initiatives that enhance the healthcare financial experience. The local team contributes to the development and implementation of innovative solutions, ensuring that technology and processes are optimized for efficiency and effectiveness. Beyond operational expertise, Zelis India cultivates a collaborative work culture, leadership development, and global exposure, creating a dynamic environment for professional growth. With hybrid work flexibility, comprehensive healthcare benefits, financial wellness programs, and cultural celebrations, we foster a holistic workplace experience. Additionally, the team plays a vital role in maintaining high standards of service delivery and contributes to Zelis’ award-winning culture. **Position Overview** The Client Service Associate (CSA) serves an important function in assisting to provide excellent service to our external clients. This position is responsible for providing daily operational support, with key duties including (but not limited to) managing client-submitted projects and requests. The CSA collaborates closely with internal stakeholders and clients to ensure that all client requirements are met efficiently and accurately. The position involves troubleshooting issues, maintaining clear documentation of workflow processes, and providing timely updates to clients. CSAs are also responsible for following quality standards and ensuring compliance with data security policies. Strong organizational skills, attention to detail, and effective communication abilities are essential for success in this role. CSAs must be able to thrive in a dynamic fast-paced environment. **Expectations:** * Timely manage reported requests via the case management system. * Participate in daily and/or weekly meetings with stakeholders. * Effectively communicates and supports clients’ requests and team members, always maintaining a positive and professional demeanor. * Maintain the collection, documentation, and ongoing management of business and technical requirements, ensuring alignment with project objectives and stakeholder expectations; maintained change logs to track scope adjustments and ensure transparency throughout the project lifecycle. **** **Resource:** * Maintain the collection, documentation, and ongoing management of business and technical requirements, ensuring alignment with project objectives and stakeholder expectations; maintained change logs to track scope adjustments and ensure transparency throughout the project lifecycle. **** **Problem Solving & Implementation:** * Works with internal teams to define client requirements and acceptance criteria. * Identifies and communicates potential barriers. * Proactive monitoring of assigned support tickets to ensure a timely and effective resolution. **** **Work Standards:** * Meet and adhere to defined KPIs and SLAs for ticket/case resolution. * Enhances understanding of Zelis and client business processes, technical systems, software, and delivery methodologies for effective case and issue management. * Ensures adherence to HIPAA, Compliance, and Security policies. **** **Required Experience:** * 3 Years and more in US healthcare industry * Ability to understand and utilize web-based applications for project management and client business to business applications. **Preferred Experience:** * Experience in requirements gathering, root cause analysis, business rule configuration, and software configuration testing. * Proficiency with Jira and/or Salesforce. * Demonstrated experience as a relationship or client service manager. **** **Commitment to Diversity, Equity, Inclusion, and Belonging** At Zelis, we champion diversity, equity, inclusion, and belonging in all aspects of our operations. We embrace the power of diversity and create an environment where people can bring their authentic and best selves to work. We know that a sense of belonging is key not only to your success at Zelis, but also to your ability to bring your best each day. **Equal Employment Opportunity** Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. **Accessibility Support** We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability and require reasonable accommodation with any part of the application and/or interview process, please email [_talentacquisition @zelis.com_](mailto:talentacquisition@zelis.com?subject=Accessibility%20Support%20Request).", "summaryDescription" : "Client Service Representative at Zelis", "postedDate" : "2026-06-16T03:44:14.695", "createdAt" : "2026-06-16T03:44:14.691", "lastUpdated" : "2026-06-16T13:15:02.079", "ingestTimestamp" : "2026-06-16T03:44:14.691", "mongoId" : "6a3055d5f292fd229cf2213d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://zelis.wd1.myworkdayjobs.com/ZelisCareers/job/India-Hyderabad/Client-Service-Representative-1_JR110941", "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "mid", "dataQualityScore" : 0.7777778, "_score" : 351.1147, "daysOld" : 0, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Healthcare", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30503df292fd229ceeddba", "title" : "Team Lead, Client Partnerships", "company" : "Ibotta", "industry" : "Sales Job Group", "salary" : { "min" : 292000.0, "max" : 373000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Hybrid - Denver", "locations" : [ "Hybrid - Denver" ], "timestamp" : "2026-06-16T13:37:54.309", "fingerprint" : "f7ddd317f984afc03b902eec703ee95054a67d7d2ef1140499ab712121fa4347", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/ibotta/45b70bed-f94d-4a93-b1e3-bcb9a55c781d/application", "externalId" : "45b70bed-f94d-4a93-b1e3-bcb9a55c781d", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Denver", "state" : "Colorado", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "39.7392364,-104.9848620" } ], "locationText" : "Denver, Colorado, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 8, "experienceMaxYears" : 15, "experienceLevel" : "Lead", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Ibotta is seeking a Team Lead, Client Partnerships to join our innovative team and contribute to our mission to Make Every Purchase Rewarding. Ibotta is fundamentally changing how the world’s leading advertisers think about mobile marketing, and we are looking for data-driven sellers to join our rapidly growing team. We embrace a team-based approach to client development, while working hard to fulfill our mission to Make Every Purchase Rewarding. Our Revenue team is at the forefront of helping us fulfill our mission. This position is located in Denver, Colorado as a hybrid position requiring 3 days in office (Tuesday, Wednesday, and Thursday). Candidates must live in the United States. Candidates living in Atlanta, Austin, Bentonville, Boston, Chicago, Cincinnati, Cleveland, Dallas, Houston, Jersey City, Minneapolis, Nashville, New York City, Los Angeles, San Francisco, Seattle, or St. Louis may be eligible for remote work. What you will be doing: - Hire, coach, and develop a high-performing team of Client Partners, guiding them to exceed gross profit goals and grow professionally - Lead your team through complex sales cycles, ensuring consistent progress, stakeholder alignment, and successful outcomes across sophisticated, multi-product deals. - Drive team performance to beat annual revenue targets through effective coaching, strategic deal advancement, and scalable sales practices. - Develop and implement long-range account strategies, using strong commercial acumen and a deep understanding of business metrics and operational revenue to drive data-informed decisions. - Provide leadership on cross-functional initiatives that go beyond individual accounts to create meaningful business impact across the broader organization. - Strategize for broader organizational success by delegating effectively, removing roadblocks, and enabling team members to focus on high-impact opportunities. - Work closely with internal partners in Product, Analytics, Marketing, and Operations to ensure the successful execution of client partnerships from start to finish. - Leverage previous sales management experience to ensure your team can deliver compelling, data-backed presentations and QBRs that communicate Ibotta’s value proposition, roadmap, and performance insights to clients. - Act as a leadership presence within the Revenue organization, driving best practices, evolving go-to-market strategies, and reinforcing a high-performance culture. - Travel up to 40% - Embrace and uphold Ibotta’s Core Values: Integrity, Boldness, Ownership, Teamwork, Transparency & A good idea can come from anywhere What we are looking for: - 4+ years of people leadership experience, including previous experience in sales management, with a proven track record of leading successful, high-performing teams. - 10+ years of total experience in consultative sales, strategic partnerships, or enterprise client leadership—preferably in digital, media, retail, or CPG industries. - Experience guiding teams through complex sales cycles with multi-layered decision-making processes and long-term planning. - Exceptional understanding of business metrics and operational revenue drivers, with the ability to leverage data for forecasting, performance optimization, and strategic decision-making. - Proven executive presence with the ability to communicate complex concepts clearly and persuasively to senior stakeholders. - Strategic and commercial mindset, with deep understanding of advertising, shopper marketing, or data analytics ecosystems. - Proficiency in analytics and sales tools, including platforms like Looker, Salesforce, and G Suite. - A collaborative leader and culture builder who thrives in a dynamic, cross-functional environment. About Ibotta (\"I bought a...\") Ibotta (NYSE: IBTA) is a leading performance marketing platform allowing brands to deliver digital promotions to over 200 million consumers through a network of publishers called the Ibotta Performance Network (IPN). The IPN allows marketers to influence what people buy, and where and how often they shop – all while paying only when their campaigns directly result in a sale. American shoppers have earned over $2.6 billion through the IPN since 2012. The largest tech IPO in history to come out of Colorado, Ibotta is headquartered in Denver, and is continually listed as a top place to work by The Denver Post and Inc. Magazine. Additional Details: - This position is located in Denver, CO or Remote in select cities and includes competitive pay, flexible time off, benefits package (including medical, dental, vision), Employee Stock Purchase Program, and 401k match. Denver office perks include paid parking, snacks, and occasional meals. - Total compensation range: $292,000 - $373,000. Equity is granted in addition to the overall compensation package. This range is inclusive of a base range and a variable bonus. Talk to your recruiter to learn more. This compensation range is specific to the United States labor market and may be adjusted based on actual experience. - Ibotta is an Equal Opportunity Employer. Ibotta’s employment decisions are made without regard of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected status. - Applicants must be currently authorized to work in the United States on a full-time basis. - Applicants are accepted until the position is filled. - For the security of our employees and the business, all employees are responsible for the secure handling of data in accordance with our security policies, identifying and reporting phishing attempts, as well as reporting security incidents to the proper channels. Recruiting Agency Notice Ibotta does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to any Ibotta employees. #LI-Remote #BI-Remote #LI-Hybrid #BI-Hybrid", "summaryDescription" : "Team Lead, Client Partnerships at Ibotta", "createdAt" : "2026-06-16T00:26:31.290", "lastUpdated" : "2026-06-16T13:37:54.309", "ingestTimestamp" : "2026-06-16T00:26:31.290", "mongoId" : "6a30503df292fd229ceeddba", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 292000, "salaryAnnualMax" : 373000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Manager", "dataQualityScore" : 0.7777778, "_score" : 348.42117, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a25c5a674d8ee00a01cc535", "title" : "Alternative Ops Transfer Agency, Senior Associate", "company" : "State Street", "industry" : "Financial Services", "salary" : { "min" : 52000.0, "max" : 94120.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Boston, Massachusetts", "locations" : [ "Boston, Massachusetts", "United States of America" ], "timestamp" : "2026-06-12T15:02:01.694", "fingerprint" : "e72f396581f2cc03eb6312f0b1e627a5c7616db7ec1ce9350fa108c931c69300", "source" : "workday", "language" : "en", "applyUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Boston-Massachusetts/Alternative-Ops-Transfer-Agency--Senior-Associate_R-791038", "externalId" : "R-791038", "industryFunction" : { }, "locationPoint" : "7.87111,126.36417", "structuredLocations" : [ { "city" : "Boston", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "42.3588336,-71.0578303" } ], "locationText" : "Boston, Massachusetts, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 3, "experienceMaxYears" : 5, "experienceLevel" : "Senior", "professionalSkills" : [ "Internal KPIs", "External KPIs" ], "hardSkillsList" : [ "Cash movements", "Operational issues" ], "hardSkills" : [ { "name" : "Cash movements", "level" : "intermediate" }, { "name" : "Operational issues", "level" : "intermediate" } ], "majorSkills" : "Transfer Agency, Operations Management", "majorSkillsList" : [ "Transfer Agency", "Operations Management" ], "coreResponsibilities" : "Manage day-to-day activities of a functional team, Monitor daily activity, Review daily activity, Validate daily activity, Ensure accuracy and adherence to controls, Manage monthly client events, Manage quarterly client events, Review cash movements, Approve cash movements, Manage client Service Level Agreements, Manage internal KPIs, Manage external KPIs, Ensure KPIs are met, Collaborate with other Transfer Agency business units, Collaborate with other departments, Handle complex operational issues, Resolve complex operational issues, Develop a team, Utilize productivity measures, Increase efficiency, Increase productivity, Develop action plans, Manage other projects, Manage other tasks", "teamCollaboration" : "Other Transfer Agency business units; Other departments within State Street; Internal stakeholders; External stakeholders", "domainKnowledge" : "Transfer Agency SHS", "domainList" : [ "transfer-agency-shs" ], "domainSpecificKnowledge" : [ "Transfer Agency SHS" ], "toolProficiency" : [ "MS Office" ], "problemSolvingSkills" : "Resolve operational issues", "outcomesObjectives" : "Ensure accuracy and adherence to controls; Ensure KPIs are met; Increase efficiency/productivity", "qualificationsBasic" : "3-5 years mutual fund operations experience, BSA required", "qualificationsPreferred" : "Proficient in MS Office", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Who we are looking for** The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. **Why this role is important to us** The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Officer in the Transfer Agency SHS, you will * Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines * Manage monthly and quarterly client events that have strict processing and deliverable deadlines. * Review and approve cash movements to our clients and their shareholders daily. * Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met * Collaboration with other Transfer Agency business units as well as other departments within State Street * Developing and maintaining strong relationships with all internal and external stakeholders * Handling and resolving complex operational issues, as they arise * Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity * Managing other projects or tasks, as assigned **What we value** These skills will help you succeed in this role * Taking Ownership and Initiative * Ensuring accuracy and quality – detail oriented * Strong organizational and analytical skills * Time management skills – ability to prioritize * Providing outstanding service * Effective Communication * Fostering Collaboration and Teamwork **Education & Preferred Qualifications** * BS/BA required * Must have 3 – 5 years of mutual fund operations experience * Proficient in MS Office **About State Street** **What we do.** State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. **Work, Live and Grow.** We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. **Inclusion, Diversity and Social Responsibility.** We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers **Salary Range:** $52,000 - $94,120 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Alternative Ops Transfer Agency, Senior Associate at State Street. Skills: Transfer Agency, Operations Management. Manage day-to-day activities of a functional team. Monitor daily activity", "postedDate" : "2026-06-11T10:48:51.314", "createdAt" : "2026-06-11T10:48:50.735", "lastUpdated" : "2026-06-12T15:02:01.694", "ingestTimestamp" : "2026-06-11T10:48:50.735", "mongoId" : "6a25c5a674d8ee00a01cc535", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Boston-Massachusetts/Alternative-Ops-Transfer-Agency--Senior-Associate_R-791038", "salaryAnnualMin" : 52000, "salaryAnnualMax" : 94120, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Cash movements", "Operational issues", "Transfer Agency", "Operations Management", "Internal KPIs", "External KPIs", "Transfer Agency SHS", "MS Office" ], "skillCount" : 8, "jobCategory" : "operations", "seniorityLevel" : "senior", "dataQualityScore" : 1.0, "_score" : 343.87585, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a25c5a674d8ee00a01cc531", "title" : "Alternative Ops Transfer Agency, Officer", "company" : "Us", "industry" : "Financial Services", "salary" : { "min" : 70000.0, "max" : 122500.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Boston, Massachusetts", "locations" : [ "Boston, Massachusetts", "United States of America" ], "certifications" : [ "BSA required" ], "timestamp" : "2026-06-12T08:20:15.850", "fingerprint" : "2217822f1c1ef1e5a644dad2c1f4d31ae1d1a1ba3faa90e7407092361b786ae5", "source" : "workday", "language" : "en", "applyUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Boston-Massachusetts/Alternative-Ops-Transfer-Agency--Officer_R-791036", "externalId" : "R-791036", "industryFunction" : { }, "locationPoint" : "7.87111,126.36417", "structuredLocations" : [ { "city" : "Boston", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "42.3588336,-71.0578303" } ], "locationText" : "Boston, Massachusetts, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 3, "experienceMaxYears" : 5, "technicalSkills" : "MS Office", "professionalSkills" : [ "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Operational metrics", "Resource planning", "Continuous improvement" ], "hardSkillsList" : [ "Organizational skills", "Analytical skills", "Time management skills" ], "softSkillsList" : [ "Taking Ownership", "Initiative", "Providing outstanding service", "Effective Communication", "Fostering Collaboration", "Teamwork" ], "hardSkills" : [ { "name" : "Organizational skills", "level" : "intermediate" }, { "name" : "Analytical skills", "level" : "intermediate" }, { "name" : "Time management skills", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Taking Ownership" }, { "name" : "Initiative" }, { "name" : "Providing outstanding service" }, { "name" : "Effective Communication" }, { "name" : "Fostering Collaboration" }, { "name" : "Teamwork" } ], "majorSkills" : "Mutual fund operations, Client events processing, Service Level Agreements", "majorSkillsList" : [ "Mutual fund operations", "Client events processing", "Service Level Agreements" ], "coreResponsibilities" : "Manage day-to-day activities of a functional team, Monitor daily activity, Review daily activity, Validate daily activity, Manage monthly client events, Manage quarterly client events, Review cash movements, Approve cash movements, Manage client Service Level Agreements, Manage internal KPIs, Manage external KPIs, Collaborate with other Transfer Agency business units, Collaborate with other departments, Develop relationships with internal stakeholders, Develop relationships with external stakeholders, Handle complex operational issues, Resolve complex operational issues, Develop a team, Increase efficiency, Increase productivity, Address identified areas of opportunity, Manage other projects, Manage assigned tasks", "teamCollaboration" : "Cross-functional teams; Internal stakeholders; External stakeholders", "domainKnowledge" : "Financial services industry; Mutual fund operations", "domainList" : [ "financial-services-industry", "mutual-fund-operations" ], "domainSpecificKnowledge" : [ "Financial services industry", "Mutual fund operations" ], "toolProficiency" : [ "MS Office" ], "communicationSkills" : "Effective Communication", "innovationCreativity" : "Cutting-edge solutions", "problemSolvingSkills" : "Organizational skills; Analytical skills; Handling complex issues; Resolving complex issues", "outcomesObjectives" : "Ensure accuracy and quality; Meet Service Level Agreements; Meet KPIs; Increase efficiency; Increase productivity", "qualificationsBasic" : "3 – 5 years of mutual fund operations experience, BSA required", "qualificationsPreferred" : "Financial service experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Who we are looking for** The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. **Why this role is important to us** The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Officer in the Transfer Agency SHS, you will * Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines * Manage monthly and quarterly client events that have strict processing and deliverable deadlines. * Review and approve cash movements to our clients and their shareholders daily. * Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met * Collaboration with other Transfer Agency business units as well as other departments within State Street * Developing and maintaining strong relationships with all internal and external stakeholders * Handling and resolving complex operational issues, as they arise * Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity * Managing other projects or tasks, as assigned **What we value** These skills will help you succeed in this role * Taking Ownership and Initiative * Ensuring accuracy and quality – detail oriented * Strong organizational and analytical skills * Time management skills – ability to prioritize * Providing outstanding service * Effective Communication * Fostering Collaboration and Teamwork **Education & Preferred Qualifications** * BS/BA required * Must have 3 – 5 years of mutual fund operations experience * Proficient in MS Office **About State Street** **What we do.** State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. **Work, Live and Grow.** We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. **Inclusion, Diversity and Social Responsibility.** We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers **Salary Range:** $70,000 - $122,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Alternative Ops Transfer Agency, Officer at Us. Skills: Mutual fund operations, Client events processing, Service Level Agreements. Manage day-to-day activities of a functional team. 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SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences , Cox School of Business , Lyle School of Engineering , Meadows School of the Arts , Simmons School of Education and Human Development , Dedman School of Law , Perkins School of Theology and Moody School of Graduate and Advanced Studies . SMU is data driven, and its powerful supercomputing ecosystem – paired with entrepreneurial drive – creates an unrivaled environment for the University to deliver research excellence. Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU’s relationship with Dallas – the dynamic center of one of the nation’s fastest-growing regions – offers unique learning, research, social and career opportunities that provide a launch pad for global impact. SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry. About the Position: This role is an on-campus, in-person position. The Assistant Director for Transfer Admission will help manage the recruitment of transfer students for the Office of Undergraduate Admission. In coordination with the Director of Transfer Admission, this position will help execute a strategic plan for transfer admission. In addition, the Assistant Director will oversee the planning of on-campus events targeting transfer students with the Assistant Director for Admission Events and weekly campus visits with the Assistant Director for Admission Visits. The position will also coordinate their own recruitment travel and visits. Essential Functions: Review and evaluate transfer admission applications to determine eligibility for admission to the University and participation in the final admission decision process. This includes conducting second reads of previously evaluated applications, participating in all admission committee meetings, and communicating application status to students and staff. Conduct information sessions and hold walk-in advising hours to engage prospective transfer students, their families, and counselors. Provide guidance on transfer pathways, credit articulation, and co-curricular opportunities at SMU, ensuring accurate and timely information. Deliver a welcoming and supportive experience that empowers students to explore their academic and personal goals. Recruit prospective undergraduate transfer students, including local and out-of-town travel, while managing an assigned territory. Build relationships with students, parents, and community college partners, provide information about SMU programs, conduct territory-specific research, and represent the University at transfer fairs and recruitment events. Plan, lead, and oversee transfer-related events, including information sessions, panels, and admitted student sessions. Engage prospective and incoming students and families, provide key program and university information, and support activities that guide students from application to enrollment. Attend meetings and conferences to stay informed on undergraduate admission trends and issues. Participate in all Division and area meetings, as well as staff development activities. Support undergraduate recruitment programs as needed and perform other duties as assigned. This role is a leadership position within the travel team. Education and Experience: Bachelor’s degree is required. A minimum of three (3) years of experience is required. Candidate with knowledge of transfer recruitment and admission practices is desired. Familiarity with SMU or other four-year residential private universities is preferred. Knowledge, Skills and Abilities: The ideal candidate will have experience in event and/or project management. Experience in academic advising, working with local community colleges, and supporting transfer pathways is preferred. The candidate must demonstrate strong interpersonal and verbal communication skills, with the ability to engage effectively across the University and build lasting relationships with a wide range of constituencies. Strong written communication skills are also required. Familiarity with CRM systems or recruitment tracking software is preferred. The candidate should have proficiency in MS Word, Excel, and Outlook. Strong problem-solving skills are essential, including the ability to identify and analyze issues and develop practical solutions. The candidate must also possess excellent organizational, planning, and time management skills. Events outside the normal workday are common, including Transfer Fairs, College Visits, Preview events, and Yield events. These events may take place in the evenings or on weekends. Frequent travel is required, with peak travel seasons occurring for approximately three months in the Spring and three months in the Fall. Additional occasional local and regional travel may also be required. Physical and Environmental Demands: Sit for long periods of time Deadline to Apply: Priority consideration may be given to those submissions received by October 7, 2025. Open until filled. EEO Statement SMU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. Benefits: SMU offers staff a broad, competitive array of health and related benefit s. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution. SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU. The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities , including tuition benefits . USA-TX-Dallas", "summaryDescription" : "Assistant Director of Transfer Admission at SMU. Skills: Transfer admissions, Student recruitment, Data management. Manage transfer admission process. Evaluate applications", "createdAt" : "2026-06-14T18:49:05.747", "lastUpdated" : "2026-06-16T06:56:19.328", "ingestTimestamp" : "2026-06-14T18:49:05.747", "mongoId" : "694ae6e870f0b99d589b3ace", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 85000, "salaryAnnualMax" : 125000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "CRM management", "Data entry", "Report generation", "Transfer admissions", "Student recruitment", "Data management", "Admissions strategy", "Relationship management", "Data analysis", "Process improvement", "Transfer credit policies", "Higher education admissions", "Student recruitment strategies", "CRM systems", "Slate CRM" ], "skillCount" : 15, "jobCategory" : "operations", "jobSubcategory" : "hr", "seniorityLevel" : "Manager", "dataQualityScore" : 0.8888889, "_score" : 340.5076, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Education", "llmIndustryConfidence" : 0.95 }, { "id" : "6a305748f292fd229cf37317", "title" : "Private Client Advisor Team Leader", "company" : "IMA Financial Group", "industry" : "Insurance", "salary" : { "min" : 90000.0, "max" : 125000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Denver", "locations" : [ "Denver" ], "timestamp" : "2026-06-16T08:24:21.236", "fingerprint" : "ad0c1420d8e53676786859dd8f74eb36c946abb153b9b00fc78f5445acc7fb4e", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://imacorp.com/careers/openings/5164837007?gh_jid=5164837007", "externalId" : "5164837007", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Denver", "state" : "Colorado", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "39.7392364,-104.9848620" } ], "locationText" : "Denver, Colorado, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 7, "experienceMaxYears" : 15, "experienceLevel" : "Lead", "technicalSkills" : "CRM software", "professionalSkills" : [ "Sales management", "Client relationship management", "Team leadership", "Sales strategy", "Revenue generation", "Deal closure" ], "hardSkillsList" : [ "Sales forecasting", "Performance management" ], "hardSkills" : [ { "name" : "Sales forecasting", "level" : "intermediate" }, { "name" : "Performance management", "level" : "intermediate" } ], "majorSkills" : "Sales leadership, Client advisory, Revenue growth", "majorSkillsList" : [ "Sales leadership", "Client advisory", "Revenue growth" ], "coreResponsibilities" : "Lead and mentor a team of Private Client, Develop and implement sales strategies to drive revenue, Manage key client relationships and ensure client satisfaction, Achieve and exceed team sales targets, Monitor team performance and provide coaching, Collaborate with internal departments to support client needs, Stay updated on market trends and product offerings", "teamCollaboration" : "Internal departments", "domainKnowledge" : "Commercial insurance products", "domainList" : [ "commercial-insurance-products" ], "domainSpecificKnowledge" : [ "Commercial insurance products" ], "toolProficiency" : [ "CRM software" ], "communicationSkills" : "Client presentations; Team coaching", "problemSolvingSkills" : "Sales performance analysis", "outcomesObjectives" : "Exceed sales targets; Drive revenue growth; Ensure client satisfaction", "qualificationsBasic" : "7+ years of experience in the insurance industry, 5+ years of experience in sales or client advisory roles, Proven track record of exceeding sales targets, Experience managing and developing a sales team", "qualificationsPreferred" : "Bachelor's degree in Business, Finance, or related field, Experience with CRM software, Knowledge of commercial insurance products", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates Responsibility for day-to-day supervising of Private Client Service Teams including client issues and problem solving, providing guidance regarding renewal strategies and client retention, carrier issues, PTO approval, performance reviews and timecards Provides direction and oversight to ensure compliance with workflow and exceptional customer service standards Works closely with Market Manager to help foster a spirit of teamwork between Producers, Client Advisors, and Placement Teams to drive results, support strategic initiatives, and meet new business and retention goals Monitors department coverage and evaluates workloads to assign new business and reassign accounts as necessary Builds relationships with carrier partners and communicates program and underwriting changes to staff Supports associates in their expansion of industry and carrier knowledge through ongoing training and carrier meetings Encourages development opportunities for staff by setting performance goals that align with organizations goals and providing performance feedback Responsibility for managing a book of business and delivering high quality service that meets or exceeds retention goals Participates and directs in the hiring and onboarding of new associates including expansion through acquisitions REQUIRED EXPERIENCE AND SKILLS include but are not limited to: Strong supervisory and motivational skills Ability to communicate in a pragmatic and proactive way Ability to handle conflict and bring to a timely resolution In-depth knowledge of agency management system and workflows Minimum 7 years of similar or related experience in private client insurance preferred Property and Casualty license required for state of business and must fulfill continuing education requirement to retain license Limited travel required #LI-JS1 Salary Range $90,000—$125,000 USD Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles. Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine’s Best Workplaces 2023 Denver Business Journal’s Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000’s List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal’s Best Places to Work 2021-2023 Charlotte Business Journal’s Best Places to Work 2021-2023 Los Angeles Business Journal’s Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal’s Best Places to Work 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.", "summaryDescription" : "Private Client Advisor Team Leader at IMA Financial Group. Skills: Sales leadership, Client advisory, Revenue growth. Lead and mentor a team of Private Client. Develop and implement sales strategies to drive revenue", "postedDate" : "2026-06-15T23:28:26.994", "createdAt" : "2026-06-15T23:28:26.994", "lastUpdated" : "2026-06-16T08:24:21.236", "ingestTimestamp" : "2026-06-15T23:28:26.994", "mongoId" : "6a305748f292fd229cf37317", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 90000, "salaryAnnualMax" : 125000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Sales forecasting", "Performance management", "Sales leadership", "Client advisory", "Revenue growth", "Sales management", "Client relationship management", "Team leadership", "Sales strategy", "Revenue generation", "Deal closure", "Commercial insurance products", "CRM software" ], "skillCount" : 13, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Lead", "dataQualityScore" : 1.0, "_score" : 339.30893, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Insurance", "llmIndustryConfidence" : 0.95 }, { "id" : "6a307f3bf292fd229c0569c4", "title" : "Client Service Leadership", "company" : "Global Elite Empire Consultants", "industry" : "Global Elite Empire Consultants", "salary" : { "min" : 135000.0, "max" : 195000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Lead Client Service Leadership role in Carson City, United States, adjusted for the consulting industry and company size." }, "location" : "Carson City, Nevada", "locations" : [ "Carson City, Nevada" ], "timestamp" : "2026-06-16T11:52:19.627", "fingerprint" : "b0af1e828303fa134219406affb026a9e1c88520bf9da5b296e2e7a946be5a76", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/globalelitecareers/bb217b60-d469-450e-a591-6e166ae0c42e/apply", "externalId" : "bb217b60-d469-450e-a591-6e166ae0c42e", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Carson City", "state" : "Nevada", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "39.1663259,-119.7670374" } ], "locationText" : "Carson City, Nevada, United States", "softSkillsList" : [ "Leadership" ], "softSkills" : [ { "name" : "Leadership" } ], "coreResponsibilities" : "Deliver exceptional customer service, Communicate effectively, Lead teams to achieve results, Pursue professional growth, Maintain work-life balance", "communicationSkills" : "Interpersonal skills", "continuousLearning" : "Mentorship opportunities; Professional growth", "outcomesObjectives" : "Achieve outstanding results", "qualificationsBasic" : "Exceptional customer service experiences, Communication and interpersonal skills, Ability to lead and inspire teams, Desire for professional growth", "qualificationsPreferred" : "Mentorship opportunities", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "## Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. Perks Include: 1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. 2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. 3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications: • Dedication to delivering exceptional customer service experiences. • Strong communication and interpersonal skills. • Ability to lead and inspire teams to achieve outstanding results. • Desire to pursue professional growth and development while maintaining a healthy work-life balance. If you’re ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career! *All interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)", "summaryDescription" : "Client Service Leadership at Global Elite Empire Consultants. Deliver exceptional customer service. Communicate effectively", "postedDate" : "2026-06-15T21:36:11.968", "createdAt" : "2026-06-15T21:36:11.968", "lastUpdated" : "2026-06-16T11:52:19.627", "ingestTimestamp" : "2026-06-16T03:26:43.421", "mongoId" : "6a307f3bf292fd229c0569c4", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 135000, "salaryAnnualMax" : 195000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Leadership" ], "skillCount" : 1, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Lead", "dataQualityScore" : 0.7777778, "_score" : 335.51266, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.85 }, { "id" : "6a25c5a674d8ee00a01cc538", "title" : "Transfer Agency, Assistant Vice President", "company" : "State Street", "industry" : "Financial Services", "salary" : { "min" : 70000.0, "max" : 130000.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Quincy, Massachusetts", "locations" : [ "Quincy, Massachusetts", "United States of America" ], "timestamp" : "2026-06-12T08:34:54.750", "fingerprint" : "34f46df820f5f134f33768d02f6a60f58aaada5d59684696edde732b2a934b28", "source" : "workday", "language" : "en", "applyUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Quincy-Massachusetts/Transfer-Agency--Assistant-Vice-President_R-791040-1", "externalId" : "R-791040", "industryFunction" : { }, "locationPoint" : "47.13276,2.15705", "structuredLocations" : [ { "city" : "Quincy", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "42.2509914,-71.0037374" } ], "locationText" : "Quincy, Massachusetts, United States", "employmentType" : "FULL_TIME", "professionalSkills" : [ "Problem assessment", "Solutioning" ], "hardSkillsList" : [ "Regulatory reporting", "Tax requirements" ], "softSkillsList" : [ "Interpersonal skills", "Leadership" ], "hardSkills" : [ { "name" : "Regulatory reporting", "level" : "intermediate" }, { "name" : "Tax requirements", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Interpersonal skills" }, { "name" : "Leadership" } ], "majorSkills" : "Transfer Agency, Operations management", "majorSkillsList" : [ "Transfer Agency", "Operations management" ], "coreResponsibilities" : "Validate daily activity, Maintain required controls, Research exceptions, Resolve issues, Resolve inquiries, Communicate with client, Define ad-hoc requests, Ensure completion of ad-hoc requests, Escalate unresolved issues, Reconcile discrepancies, Resolve discrepancies, Keep records of activities, Perform reporting functions, Ensure adherence to SOPs, Apply business knowledge, Assist with policy implementation, Assist with procedure implementation, Participate in projects, Assist with workflow management, Assist with technology enhancements, Make suggestions to streamline operations, Maintain knowledge of procedures, Maintain knowledge of processes, Support training of new hires, Identify suspicious transaction activity, Report suspicious activity, Escalate suspicious activity, Perform duties of Associates, Provide back-up management support, Provide Compliance support, Contribute to projects, Perform tasks related to regulatory requirements, Perform tasks related to tax requirements, Produce tax forms, Produce certificates, Provide AML investor authorization services, Provide Rule 22c-2 services, Coordinate legal review, Coordinate audit request fulfillment, Perform other duties as assigned", "teamCollaboration" : "Work in a collaborative fashion; Build trust with leaders; Forge good working relationships; Promote teamwork within department; Promote teamwork across organization; Build teams; Build relationships", "domainKnowledge" : "Financial services; Alternative procedures", "domainList" : [ "financial-services", "alternative-procedures" ], "domainSpecificKnowledge" : [ "Financial services", "Alternative procedures" ], "communicationSkills" : "Written communication; Verbal communication", "problemSolvingSkills" : "Problem assessment; Solutioning", "outcomesObjectives" : "Achieve results; Drive execution; Deliver results; Motivate employees; Manage successfully; Service clients", "qualificationsBasic" : "5-7 years financial services experience, 3+ years management experience, BSA required", "qualificationsPreferred" : "Operational background", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**What you will be responsible for** * Validate and review all daily activity while maintaining all required controls Research and resolve exceptions and issues. * Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary. * Define and ensure successful completion of ad-hoc requests. * Escalate unresolved issues to management as required. * Reconcile and resolve discrepancies with other teams as needed. * Ensure appropriate records of daily and monthly activities are kept. * Perform daily or weekly reporting functions for the team’s activities. * Ensure adherence to Standard Operating Procedures * Keep up to date on broader internal/external business issues; apply knowledge across team. * Assist management in the implementation of new policies and procedures, participate in projects. * Assist with workflow management and technology enhancements. * Make suggestions to streamline operations. * Maintain knowledge of current alternative procedures and processes * Support training of new hires as necessary * During the course of normal day to day operations, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. * Perform duties of Associates and provide back-up management support if required. * Provide Compliance support to the Institutional TA and contribute to projects in a fast-paced environment. * Perform tasks related to regulatory and tax requirements, including tax form and certificate production, AML investor authorization services, Rule 22c-2 services, legal review and coordination of internal and external audit request fulfillment. * Perform other duties as assigned. **What we value** These skills will help you succeed in this role * Demonstrated skills in problem assessment and solutioning, as well as ability to work in a collaborative fashion to solve complex issues. * Excellent communication skills, both written and verbal, necessary for interactions internally and with our clients. * Exceptional interpersonal skills, with ability to build trust and forge good working relationships with senior leaders. * Proven ability to achieve results, with persistence and influence, as necessary. Promoting teamwork within the department and across the organization. * Ability to execute on multiple priorities simultaneously; driving execution and delivering results. * Demonstrated ability to motivate employees, build teams/relationships, and manage/lead successfully in a global/matrix environment. * Energetic approach with constant focus on how we can better service our clients every day. **Education & Preferred Qualifications** * BS/BA required. * Must have 5-7 years of financial services experience. * 3+ years of management experience. * Operational background. **About State Street** **What we do.** State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. **Work, Live and Grow.** We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. **Inclusion, Diversity and Social Responsibility.** We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers **Salary Range:** $70,000 - $130,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Transfer Agency, Assistant Vice President at State Street. Skills: Transfer Agency, Operations management. Validate daily activity. Maintain required controls", "postedDate" : "2026-06-11T09:53:17.695", "createdAt" : "2026-06-11T09:53:17.633", "lastUpdated" : "2026-06-12T08:34:54.750", "ingestTimestamp" : "2026-06-11T09:53:17.633", "mongoId" : "6a25c5a674d8ee00a01cc538", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Quincy-Massachusetts/Transfer-Agency--Assistant-Vice-President_R-791040-1", "salaryAnnualMin" : 70000, "salaryAnnualMax" : 130000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Regulatory reporting", "Tax requirements", "Interpersonal skills", "Leadership", "Transfer Agency", "Operations management", "Problem assessment", "Solutioning", "Financial services", "Alternative procedures" ], "skillCount" : 10, "jobCategory" : "other", "seniorityLevel" : "executive", "dataQualityScore" : 0.8888889, "_score" : 331.54352, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a305713f292fd229cf337cd", "title" : "Client Service Associate", "company" : "SPS-North America", "salary" : { "min" : 45000.0, "max" : 60000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Entry-level Client Service Associate in Nashville, United States, adjusted for the professional services industry." }, "location" : "Nashville, Tennessee, United States", "locations" : [ "Nashville", "Tennessee", "United States" ], "timestamp" : "2026-06-16T08:59:06.376", "fingerprint" : "6103e517e241eaf5ee51805056e94b4925c7adc62ea4ac4b70dc08cf9f37a769", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/spsnorthamerica/jobs/5255750008", "externalId" : "5255750008", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Nashville", "state" : "Tennessee", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "36.1622767,-86.7742984" } ], "locationText" : "Nashville, Tennessee, United States", "rawDescription" : "Job Title: Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren’t just \"handling mail\"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and guest experiences 5-star service the moment they step into our space. From managing high-stakes logistics to ensuring our tech and pantry are \"VIP-ready,\" you turn routine office tasks into a seamless, premium experience. What You’ll Do: The Logistics Lead: Master the lifecycle of mail and packages. From secure intake using chain-of-custody software to high-priority outbound shipping, you ensure nothing ever gets lost in the shuffle. The Experience Curator: Maintain the \"show-ready\" status of our Business Service Center, kitchens, and conference rooms. You’re the reason the coffee is fresh and the meeting rooms are perfectly staged. The Problem Solver: Keep our fleet of multi-function devices (MFDs) and copy/print equipment running flawlessly. If a machine is down, you’re the first responder. The Front-of-House Pro: Step into the spotlight as a backup for reception and concierge services, greeting guests with warmth and professional composure. The Project Ally: Assist with office moves, light maintenance, and inventory management. You proactively find ways to improve the workflow during downtime. Who You Are Customer-Obsessed: You believe that no task is too small and every interaction is an opportunity to provide 5-star service. Tech-Savvy: You’re comfortable with MS Office and can quickly learn new package-tracking and shipping software. Organized it’s a career path into facilities management, corporate hospitality, and operations leadership. Ready to be the MVP of our company? Apply today. WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities! Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do! We Recognize Talent: We offer a variety of recognition programs for all levels of employees! Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting \"Submit Application\", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.", "summaryDescription" : "Client Service Associate at SPS-North America", "postedDate" : "2026-06-15T23:21:56.722", "createdAt" : "2026-06-15T23:21:56.722", "lastUpdated" : "2026-06-16T08:59:06.376", "ingestTimestamp" : "2026-06-15T23:21:56.722", "mongoId" : "6a305713f292fd229cf337cd", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 45000, "salaryAnnualMax" : 60000, "salaryBand" : "30k-50k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Entry", "dataQualityScore" : 0.6666667, "_score" : 329.98404, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Professional Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a307f3bf292fd229c056999", "title" : "Client Service Leadership", "company" : "Global Elite Empire Consultants", "industry" : "Global Elite Empire Consultants", "salary" : { "min" : 135000.0, "max" : 195000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Lead Client Service Leadership role in the United States, adjusted for the consulting industry and a remote work mode in Lawton, Oklahoma." }, "location" : "Lawton, Oklahoma", "locations" : [ "Lawton, Oklahoma" ], "timestamp" : "2026-06-16T13:52:58.117", "fingerprint" : "fb1c32ac8fc7dbfaa5d402d4d6b0adb8ce17cf9917057a4ec1f7d94fe4d1758a", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/globalelitecareers/65f9a85f-65b4-4232-bd77-9e2481b29de0/apply", "externalId" : "65f9a85f-65b4-4232-bd77-9e2481b29de0", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Lawton", "state" : "Oklahoma", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "remote", "geo" : "34.6051975,-98.3952279" } ], "locationText" : "Lawton, Oklahoma, United States", "coreResponsibilities" : "Deliver exceptional customer service experiences, Lead and inspire teams to achieve outstanding results, Pursue professional growth and development", "continuousLearning" : "Mentorship opportunities; Professional growth and development", "qualificationsBasic" : "Exceptional customer service experiences, Communication and interpersonal skills, Ability to lead and inspire teams, Desire for professional growth", "qualificationsPreferred" : "Maintain a healthy work-life balance", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "## Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. Perks Include: 1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. 2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. 3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications: • Dedication to delivering exceptional customer service experiences. • Strong communication and interpersonal skills. • Ability to lead and inspire teams to achieve outstanding results. • Desire to pursue professional growth and development while maintaining a healthy work-life balance. If you’re ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career! *All interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)", "summaryDescription" : "Client Service Leadership at Global Elite Empire Consultants. Deliver exceptional customer service experiences. Lead and inspire teams to achieve outstanding results", "postedDate" : "2026-06-15T13:59:03.188", "createdAt" : "2026-06-15T13:59:03.188", "lastUpdated" : "2026-06-16T13:52:58.117", "ingestTimestamp" : "2026-06-16T03:24:54.419", "mongoId" : "6a307f3bf292fd229c056999", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 135000, "salaryAnnualMax" : 195000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Lead", "dataQualityScore" : 0.6666667, "_score" : 327.96753, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.85 }, { "id" : "6a30767ef292fd229c01a737", "title" : "Agency Development Group Lead", "company" : "Reddit", "salary" : { "min" : 220000.0, "max" : 330000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Lead Agency Development Group Lead in New York, with adjustments for company size and industry." }, "location" : "New York, NY, United States", "locations" : [ "New York", "NY", "United States" ], "timestamp" : "2026-06-16T12:40:55.102", "fingerprint" : "b5cfa59a62f628fdaa7b21337aafc3f621e07fcaa1735cd00449c72c17728ac6", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/reddit/jobs/7991536", "externalId" : "7991536", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "experienceMinYears" : 8, "experienceMaxYears" : 15, "experienceLevel" : "Lead", "remoteFriendly" : false, "rawDescription" : "Reddit is a community of communities. It’s built on shared interests, passion, and trust, and is home to the most open and authentic conversations on the internet. Every day, Reddit users submit, vote, and comment on the topics they care most about. With 100,000+ active communities and approximately 126 million daily active unique visitors, Reddit is one of the internet’s largest sources of information. For more information, visit www.redditinc.com. As an Agency Development Group Lead at Reddit, you will play a key role in expanding our business by leading our partnerships with WPP. You'll manage and support strategic relationships with the holding company, bringing internal and external stakeholders together to drive shared revenue outcomes. You will identify growth opportunities through education programs, decision-maker engagements, and next-generation business solutions for our customers that drive satisfaction and revenue. You'll develop these relationships with a business-building mindset, spearheading partnerships initiatives that benefit our agency partners, their clients, and ultimately generate opportunities for our Sales team. Location: New York Office Responsibilities: Act and serve as a liaison between Hold Co and Reddit to help develop first-class strategic programs and partnerships Formulate and execute quarterly/annual Hold Co Agency go-to-market strategy, ensuring alignment with overall global corporate/sales objectives Collaborate with all key internal stakeholders, including cross-functional leads, to ensure the successful delivery of the go-to-market strategy Develop and contribute to tentpole events in collaboration with business marketing Be a senior thought leader in the industry, acting as an ambassador and spokesperson for Reddit Formulate and negotiate agency partnership agreements and lead the execution of these agreements Lead and facilitate educational training to inform best practices for using Reddit Work with agencies to uplevel their creative strategy and execution to deliver positive business outcomes for their clients Provide input to Product Marketing and Product teams about advertiser insights and needs related to new products, features, and solutions Partner with sales to develop and create account-level planning initiatives to accelerate acquisition (net new) and same-store (existing) advertiser growth Qualifications: 12+ years of experience in advertising sales and agency relationship management Deep familiarity with the WPP / HoldCo ecosystem and strong relationships across key agencies Demonstrated expertise in building and cultivating relationships with senior agency decision-makers at the C-Suite and VP Level Tenacious and entrepreneurial approach to working through product, process, and client challenges Exceptional interpersonal skills with a demonstrated ability to cultivate strong relationships with internal and external partners Adaptable and thrives in a fast-paced environment, managing change effectively Exhibits a high level of competency in oral and written communication skills Benefits: Comprehensive Healthcare Benefits and Income Replacement Programs 401k with Employer Match Global Benefit programs that fit your lifestyle, from workspace to professional development to caregiving support Family Planning Support Gender-Affirming Care Mental Health & Coaching Benefits Flexible Vacation & Paid Volunteer Time Off Generous Paid Parental Leave Pay Transparency: This job posting may span more than one career level. In addition to base salary, this job is eligible to receive equity in the form of restricted stock units, and will also be eligible to receive a commission. Additionally, Reddit offers a wide range of benefits to U.S.-based employees, including medical, dental, and vision insurance, 401(k) program with employer match, generous time off for vacation, and parental leave. To learn more, please visit https://www.redditinc.com/careers/. To provide greater transparency to candidates, we share base salary ranges for all US-based job postings regardless of state. We set standard base pay ranges for all roles based on function, level, and country location, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base salary range for this position is: $266,000—$372,400 USD In select roles and locations, the interviews will be recorded, transcribed and summarized by artificial intelligence (AI). You will have the opportunity to opt out of recording, transcription and summarization prior to any scheduled interviews. During the interview, we will collect the following categories of personal information: Identifiers, Professional and Employment-Related Information, Sensory Information (audio/video recording), and any other categories of personal information you choose to share with us. We will use this information to evaluate your application for employment or an independent contractor role, as applicable. We will not sell your personal information or disclose it to any third party for their marketing purposes. We will delete any recording of your interview promptly after making a hiring decision. For more information about how we will handle your personal information, including our retention of it, please refer to our Candidate Privacy Policy for Potential Employees and Contractors. Reddit is proud to be an equal opportunity employer, and is committed to building a workforce representative of the diverse communities we serve. Reddit is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If, due to a disability, you need an accommodation during the interview process, please let your recruiter know.", "summaryDescription" : "Agency Development Group Lead at Reddit", "postedDate" : "2026-06-16T01:19:22.993", "createdAt" : "2026-06-16T01:19:22.993", "lastUpdated" : "2026-06-16T12:40:55.102", "ingestTimestamp" : "2026-06-16T01:19:22.993", "mongoId" : "6a30767ef292fd229c01a737", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 220000, "salaryAnnualMax" : 330000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Lead", "dataQualityScore" : 0.7777778, "_score" : 327.57452, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Media", "llmIndustryConfidence" : 0.95 }, { "id" : "6a307f3bf292fd229c0568c1", "title" : "Client Service Leadership", "company" : "Global Elite Empire Consultants", "industry" : "Global Elite Empire Consultants", "salary" : { "min" : 165000.0, "max" : 235000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Lead Client Service Leadership role in the United States, adjusted for the consulting industry and remote work." }, "location" : "Nashua, New Hampshire", "locations" : [ "Nashua, New Hampshire" ], "timestamp" : "2026-06-16T13:06:53.044", "fingerprint" : "be18eaed70be87e9fce82f37d54589e4bba1f33a28bad0c11dccb568f72cff16", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/globalelitecareers/3d388537-1cc6-4148-bd87-d59b09bc7874/apply", "externalId" : "3d388537-1cc6-4148-bd87-d59b09bc7874", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Nashua", "state" : "New Hampshire", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "remote", "geo" : "42.7656251,-71.4677032" } ], "locationText" : "Nashua, New Hampshire, United States", "communicationSkills" : "Interpersonal skills", "continuousLearning" : "Mentorship opportunities; Professional growth and development", "qualificationsBasic" : "Exceptional customer service experiences, Communication and interpersonal skills, Ability to lead and inspire teams, Pursue professional growth and development", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "## Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. Perks Include: 1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. 2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. 3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications: • Dedication to delivering exceptional customer service experiences. • Strong communication and interpersonal skills. • Ability to lead and inspire teams to achieve outstanding results. • Desire to pursue professional growth and development while maintaining a healthy work-life balance. If you’re ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career! *All interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)", "summaryDescription" : "Client Service Leadership at Global Elite Empire Consultants", "postedDate" : "2026-06-15T21:34:07.432", "createdAt" : "2026-06-15T21:34:07.432", "lastUpdated" : "2026-06-16T13:06:53.044", "ingestTimestamp" : "2026-06-16T03:24:17.600", "mongoId" : "6a307f3bf292fd229c0568c1", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 165000, "salaryAnnualMax" : 235000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Lead", "dataQualityScore" : 0.6666667, "_score" : 325.47818, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.85 }, { "id" : "69e104422beec4dd3def28c6", "title" : "Agency Manager, CEE WFS Team", "company" : "Amazon Fulfillment Poland sp. z o.o.", "industry" : "Human Resources, global corporate", "salary" : { "min" : 185000.0, "max" : 275000.0, "currency" : "PLN", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market data for an Agency Manager in E-commerce in Kobierzyce, Poland, adjusted for manager-level seniority and full-time employment." }, "location" : "Kobierzyce, Lower Silesian Voivodeship, POL", "locations" : [ "Kobierzyce, Lower Silesian Voivodeship, POL" ], "timestamp" : "2026-06-15T04:42:12.378", "fingerprint" : "a808638edb292ea49b45836a74549ea813152f96f4394b9d7190eeaa3921e9d9", "source" : "amazon", "language" : "en", "applyUrl" : "https://account.amazon.com/jobs/10386062/apply", "externalId" : "87e42972-3771-4dee-9c2f-9de88a63a136", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Kobierzyce", "state" : "Lower Silesian Voivodeship", "country" : "Poland", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "50.9720586,16.9298119" }, { "city" : "Madrid", "country" : "Spain", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "40.4167820,-3.7035070" }, { "city" : "Barcelona", "country" : "Spain", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "41.3825802,2.1770730" }, { "city" : "Berlin", "country" : "Germany", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "52.5173885,13.3951309" }, { "city" : "Milan", "country" : "Italy", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "45.4641943,9.1896346" } ], "locationText" : "Kobierzyce, Lower Silesian Voivodeship, Poland; Madrid, Spain; Barcelona, Spain; Berlin, Germany; Milan, Italy", "employmentType" : "FULL_TIME", "experienceLevel" : "Manager", "professionalSkills" : [ "performance management", "vendor management", "hiring outcomes" ], "hardSkillsList" : [ "mass hiring" ], "softSkillsList" : [ "attention to details" ], "hardSkills" : [ { "name" : "mass hiring", "level" : "intermediate" } ], "softSkills" : [ { "name" : "attention to details" } ], "majorSkills" : "vendor performance, recruitment market", "majorSkillsList" : [ "vendor performance", "recruitment market" ], "coreResponsibilities" : "Own relationship with staffing agency, Hold vendor to account, Remove blockers impacting agency performance, Address agency underperformance, Conduct formal reviews with staffing agencies, Inspect readiness for event days, Monitor agency completion of actions, Lead tactical initiatives for hiring, Represent staffing agency requirements, Support transformation programs", "teamCollaboration" : "WFS Business Management; senior stakeholders in OpsPXT; Agency Risk team; OpsPXT partners; Business Management team; cross-business line; Country proposals; cross functional strategic programs; cross functional transformation programs", "domainKnowledge" : "CEE recruitment market", "domainList" : [ "cee-recruitment-market" ], "domainSpecificKnowledge" : [ "CEE recruitment market" ], "problemSolvingSkills" : "analytical skills", "outcomesObjectives" : "deliver effective vendor supplied services; delivery against contractual metrics", "qualificationsBasic" : "managing vendors, local mass hiring experience, CEE recruitment market knowledge", "qualificationsPreferred" : "HR degree", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "As the connector between an allocated external vendor(s) and the business, the Agency Manager will be accountable for the performance management of an allocated third party staffing agency(ies) across the territory, owning the tactical and strategic relationship to deliver our goals. You will partner with allocated staffing agency leaders, WFS Business Management and senior stakeholders in OpsPXT to deliver effective vendor supplied services. This role is an individual contributor. Key job responsibilities Key responsibilities and tasks - Own the relationship with an allocated third-party staffing agency(ies) for the purpose of performance monitoring and hold the vendor to account for delivery against a set of pre-agreed contractual metrics. - Partnering with, advising and supporting the staffing agency, using functional expertise, to remove blockers that impact agency performance - Support Agency Risk team (for hiring) and OpsPXT partners (for post hire) to address repeated agency underperformance or escalations in partnership with Business Management team - Conduct in-depth formal reviews and audits with staffing agencies to inspect readiness for event days, peak and launch hiring and monitor agency completion of required actions in a timely manner - Lead and contribute to cross-business line and Country proposals for tactical initiatives that aid in improving temporary labour hiring outcomes with awareness of both the business’ and third-party staffing agency’s considerations - Represent staffing agency requirements and considerations in cross functional strategic programs at territory and/or country level including but not limited to; technology, product, policy or process change - Support with cross functional transformation programs to define territory level strategies with regards to third party staffing agency usage Basic Qualifications: - - experience in managing vendors - - good local mass hiring experience - - CEE recruitment market knowledge - - attention to details - - analyticals skills Preferred Qualifications: - HR degree but not a must - Fluent English Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( https://www.amazon.jobs/en/privacy_page ) to know more about how we collect, use and transfer the personal data of our candidates. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.", "summaryDescription" : "Agency Manager, CEE WFS Team at Amazon Fulfillment Poland sp. z o.o.. Skills: vendor performance, recruitment market. Own relationship with staffing agency. Hold vendor to account", "postedDate" : "2026-06-13T14:04:55.095", "createdAt" : "2026-06-13T14:04:55.095", "lastUpdated" : "2026-06-15T04:42:12.378", "ingestTimestamp" : "2026-06-13T14:04:55.095", "mongoId" : "69e104422beec4dd3def28c6", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://account.amazon.com/jobs/10386062/apply", "salaryBand" : "150k-200k", "hasSalary" : false, "allSkills" : [ "mass hiring", "attention to details", "vendor performance", "recruitment market", "performance management", "vendor management", "hiring outcomes", "CEE recruitment market" ], "skillCount" : 8, "jobCategory" : "human-resources", "dataQualityScore" : 1.0, "_score" : 324.38858, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true }, { "id" : "6a2c7c9174d8ee00a094dbe4", "title" : "Construction Oversight Manager", "company" : "Silicon Ranch Corporation", "industry" : "Climate Tech", "salary" : { "min" : 125000.0, "max" : 175000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline data for a Manager in the Climate Tech industry in the United States, adjusted for seniority and company size." }, "location" : "Remote", "locations" : [ "Remote" ], "certifications" : [ "OSHA 30", "First Aid/CPR", "USACE Construction Quality Control Management" ], "timestamp" : "2026-06-15T05:08:20.083", "fingerprint" : "28c5b4545e7b2f47a712b87203068887d16b6e0641df68e56b02e2212fe8af46", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/siliconranch/jobs/4968336008", "externalId" : "4968336008", "industryFunction" : { }, "structuredLocations" : [ { "state" : "Tennessee", "country" : "United States", "continent" : "na", "workMode" : "onsite" } ], "locationText" : "Tennessee, United States", "experienceMinYears" : 5, "experienceLevel" : "Manager", "technicalSkills" : "ProCore, Microsoft Office", "professionalSkills" : [ "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Resource planning", "Continuous improvement" ], "hardSkillsList" : [ "Construction techniques", "Safety protocols", "Quality standards" ], "softSkillsList" : [ "Leadership" ], "hardSkills" : [ { "name" : "Construction techniques", "level" : "intermediate" }, { "name" : "Safety protocols", "level" : "intermediate" }, { "name" : "Quality standards", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" } ], "majorSkills" : "Construction oversight, Project management, Team management", "majorSkillsList" : [ "Construction oversight", "Project management", "Team management" ], "coreResponsibilities" : "Oversee construction activities, Manage construction teams, Ensure safety compliance, Maintain quality standards, Collaborate with project engineers, Develop construction plans, Create project timelines, Monitor project schedules, Supervise construction teams, Assign team tasks, Foster collaborative environment, Ensure safety regulation compliance, Conduct safety meetings, Conduct safety inspections, Monitor PPE use, Monitor safety protocols, Monitor construction progress, Conduct quality checks, Conduct quality inspections, Report non-conformance, Report deficiencies, Coordinate material procurement, Coordinate equipment procurement, Coordinate tool procurement, Optimize resource utilization, Provide QA/QC updates, Document project activities, Document project changes, Document project challenges, Identify construction challenges, Address construction issues, Develop solutions, Implement corrective actions, Monitor project expenses, Ensure budget adherence, Identify cost-saving opportunities, Propose plan changes", "teamCollaboration" : "Project stakeholders; Subcontractors; Company management; Project engineers; Designers", "projectManagementSkills" : [ "Project timelines", "Resource allocation", "Budget management" ], "domainKnowledge" : "Renewable energy; Solar energy; USACE RMS CM; EM-385-1-1", "domainList" : [ "renewable-energy", "solar-energy", "usace-rms-cm", "em-385-1-1" ], "domainSpecificKnowledge" : [ "Renewable energy", "Solar energy", "USACE RMS CM", "EM-385-1-1" ], "toolProficiency" : [ "ProCore", "Microsoft Office" ], "communicationSkills" : "QA/QC updates; Detailed reports", "documentationSkills" : "Project documentation", "problemSolvingSkills" : "Problem solving; Addressing challenges", "specialRequirements" : "100% on-site field presence, Work across Tennessee Valley region", "outcomesObjectives" : "Successful project execution; Timely project completion; On-budget project completion; High-quality standards", "qualificationsBasic" : "Bachelor's degree in construction management, 5+ years construction project management, Current OSHA 30, First Aid/CPR certification, USACE Construction Quality Control Management", "qualificationsPreferred" : "Renewable energy industry experience, Solar industry experience", "remoteFriendly" : true, "workSiteFlexibility" : "Onsite", "rawDescription" : "Silicon Ranch is a fully integrated provider of customized renewable energy, carbon, and battery storage solutions for a diverse set of partners across North America. We are known for putting community partnerships first, and are the only renewable energy company in the U. S. that owns and operates all of its solar ranches and has a 100% track record for successful delivery. We have the largest utility scale agrivoltaics portfolio in the country under Regenerative Energy®, our nationally recognized holistic approach to project design, construction, and land management. Our model incorporates regenerative ranching and other regenerative land management practices to restore livelihoods and soil health, biodiversity, and water quality. Through our subsidiary, Clearloop, we are able to help businesses of all sizes reclaim their carbon footprint with a direct investment in building new solar projects while also helping bring renewable energy and economic development to distressed communities. By joining Silicon Ranch, you will be joining a team of experienced and dedicated individuals who have proven time and again that it is indeed possible to not only “make solar do more”, but to make the promise of carbon-free, renewable energy that benefits people right where it comes from a tangible, measurable, and replicable reality. Silicon Ranch is committed to creating a diverse and inclusive workplace that is reflective of the communities in which we work and serve. We are an equal opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Job Description Position: Construction Oversight Manager Location: Field-based position (Tennessee Valley area preferred) Overview: The Construction Oversight Manager is a fully field-based position responsible for overseeing the successful execution of solar energy projects from inception to completion. This role requires working on-site at project locations throughout the Tennessee Valley region to directly supervise construction activities, manage teams, ensure compliance with safety regulations, and maintain high-quality standards. The Construction Oversight Manager works closely with project stakeholders, subcontractors, and company management to ensure projects are completed on time, within budget, and with a focus on safety and quality. Main Responsibilities: On-site Project Oversight: Serve as the primary on-site representative for all construction-related activities. Collaborate with project engineers, designers, and stakeholders to develop construction plans and schedules. Create detailed project timelines, outlining milestones, tasks, and resource allocation. Monitor and adjust project schedules as needed to ensure timely project completion. Team Management: Supervise on-site construction teams, including subcontractors and company personnel. Assign tasks, delegate responsibilities, and provide clear instructions to team members. Foster a collaborative and productive work environment, encouraging teamwork and effective communication. Safety and Compliance: Ensure that all construction activities comply with safety regulations, codes, and company policies. Conduct regular safety meetings and inspections to identify potential hazards and implement corrective actions. Monitor the use of personal protective equipment (PPE) and adherence to safety protocols. Quality Control: Monitor construction progress to ensure work is executed according to design specifications and industry standards. Conduct regular quality checks and inspections through the contractor’s QC inspectors to identify and address any deviations from project requirements. Report non-conformance and deficiencies through ProCore and elevating concerns as needed. Resource Management: Coordinate the procurement and allocation of construction materials, equipment, and tools. Optimize resource utilization to minimize project costs while maintaining quality and safety standards. Communication and Reporting: Provide weekly QA/QC updates to project stakeholders, including company management and clients, on project progress and any potential issues. Document project activities, changes, and challenges in detailed reports. Problem Solving: Identify and address construction-related challenges and issues promptly to prevent delays and maintain project momentum. Collaborate with relevant teams to develop solutions and implement corrective actions. Budget Management: Monitor project expenses and ensure adherence to the allocated budget. Identify cost-saving opportunities and propose changes to project plans when necessary. Qualifications: Mandatory Field Presence: Ability and willingness to work 100% on-site at construction project locations across the Tennessee Valley region. Bachelor's degree in construction management, engineering, or a related field (or equivalent experience). Minimum of 5 years’ experience in managing construction projects, preferably in the renewable energy or solar industry. Current OSHA 30; First Aid/CPR; and USACE Construction Quality Control Management certifications; or ability to obtain within 30 days of hire. Strong knowledge of construction techniques, safety protocols, and quality standards. Excellent leadership, organizational and communication skills to effectively manage teams and collaborate with stakeholders. Proficiency in project management software and tools (Microsoft Office & Procore). Familiar with USACE RMS CM and EM-385-1-1 Problem-solving abilities and a proactive approach to addressing challenges. Attention to detail and a commitment to ensuring high-quality work. Ability to work in a fast-paced environment and adapt to changing project requirements. Our interview process: A typical interview process at Silicon Ranch might include the below stages. Please note that we may make changes to these steps as needed, and details will be provided to you early on in the process. Introductory Interview with our recruiter Hiring Manager Interview to dive into technical skills and behavioral questions Panel Interview to assess cross-functional skills and dive deeper into technical skills Executive Interview to answer high-level questions about SRC and the team", "summaryDescription" : "Construction Oversight Manager at Silicon Ranch Corporation. Skills: Construction oversight, Project management, Team management. Oversee construction activities. Manage construction teams", "postedDate" : "2026-06-14T09:10:21.272", "createdAt" : "2026-06-14T09:10:21.272", "lastUpdated" : "2026-06-15T05:08:20.083", "ingestTimestamp" : "2026-06-14T09:10:21.272", "mongoId" : "6a2c7c9174d8ee00a094dbe4", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 125000, "salaryAnnualMax" : 175000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Construction techniques", "Safety protocols", "Quality standards", "Leadership", "Construction oversight", "Project management", "Team management", "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Resource planning", "Continuous improvement", "Project timelines", "Resource allocation", "Budget management", "Renewable energy", "Solar energy", "USACE RMS CM", "EM-385-1-1", "OSHA 30", "First Aid/CPR", "USACE Construction Quality Control Management", "ProCore", "Microsoft Office" ], "skillCount" : 25, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Manager", "dataQualityScore" : 0.8888889, "_score" : 321.5621, "daysOld" : 0, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Climate Tech", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30605df292fd229cf8b76c", "title" : "Technical Client Service Officer", "company" : "Interactive Brokers", "industry" : "FinTech", "salary" : { "min" : 240000.0, "max" : 360000.0, "currency" : "HKD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for an Entry-level Technical Client Service Officer in Hong Kong's FinTech industry, adjusted for company size and industry." }, "location" : "Hong Kong", "locations" : [ "Hong Kong" ], "timestamp" : "2026-06-16T09:01:57.453", "fingerprint" : "c84e74aa2ab4cfbe2e9cf21ce1ba92f6baeffa0c262b591cb99358009cf87724", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/ibkr/jobs/8591773002", "externalId" : "8591773002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Hong Kong", "country" : "Hong Kong", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "22.2818333,114.1582831" } ], "locationText" : "Hong Kong, Hong Kong", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "technicalSkills" : "Windows, Mac", "professionalSkills" : [ "Client support", "Technical support", "Functional support", "Problem management" ], "majorSkills" : "Client service, Technical support", "majorSkillsList" : [ "Client service", "Technical support" ], "coreResponsibilities" : "Provide support to clients, Assist clients with inquiries, Act as liaison between teams, Ensure prompt resolution to bugs, Ensure effective resolution to issues, Recognize client-reported issues, Investigate client-reported issues, Escalate client-reported issues, Troubleshoot technical issues, Troubleshoot software issues, Provide technical support, Provide functional support, Troubleshoot platform issues, Troubleshoot web-based offerings, Manage wide-scale technical issues", "teamCollaboration" : "Internal teams; Customers", "domainKnowledge" : "Trading offerings; Financial products; Financial services", "domainList" : [ "trading-offerings", "financial-products", "financial-services" ], "domainSpecificKnowledge" : [ "Trading offerings", "Financial products", "Financial services" ], "communicationSkills" : "Verbal communication; Written communication", "problemSolvingSkills" : "Problem-solving; Troubleshooting; Analytical", "qualificationsBasic" : "Bachelor's degree, Experience with Windows/Mac software, Connectivity support experience, Fluency in Cantonese, Fluency in English", "qualificationsPreferred" : "Degree in technical field advantageous, Experience with financial products, Experience with financial services, Mandarin knowledge is a plus", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. Job Description Interactive Brokers Hong Kong Limited (\"IBHK\") is looking for a Client Technical Support Representative who will assist clients with inquiries about our range of trading offerings and act as a liaison between internal teams and customers to ensure a prompt and effective resolution to bugs and issues. The ideal candidate will be analytical with an affinity for problem-solving and troubleshooting technical and software issues. They should be able to recognize, investigate, and escalate client-reported issues related to our platforms. If you are motivated, have initiative and are analytical and methodical, we can offer you a position that will challenge and reward you as part of a team building one of the world's strongest brokerage brands. Responsibilities Providing support to clients through phone, chats, and tickets Technical and functional support for the Interactive Brokers' platforms on desktop and mobile Troubleshooting and support for Interactive Brokers' web-based offerings Problem management with a focus on wide-scale technical issues Requirements Bachelor's degree (degree earned in a technical field would be advantageous) Experience with Windows/Mac software and connectivity support (fresh graduates able to demonstrate related knowledge will be considered) Excellent verbal and written communication skills Experience with financial products and services is a plus Fluency in Cantonese and English (knowing Mandarin is a plus) Company Benefits & Perks Competitive Salary, annual performance-based bonus and stock grant Excellent health and welfare benefits including medical, dental, specialist and in-patient Competitive package of Annual Leave Daily lunch ordered in house with fully stocked kitchen Great work life balance Unique opportunity to gain exposure to global financial products, markets and clientele Opportunities for career progression and job scope expansion in a global company with growing local presence Hybrid work arrangement role permitting", "summaryDescription" : "Technical Client Service Officer at Interactive Brokers. Skills: Client service, Technical support. Provide support to clients. Assist clients with inquiries", "postedDate" : "2026-06-15T23:28:15.943", "createdAt" : "2026-06-15T23:28:15.943", "lastUpdated" : "2026-06-16T09:01:57.453", "ingestTimestamp" : "2026-06-15T23:28:15.943", "mongoId" : "6a30605df292fd229cf8b76c", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Client service", "Technical support", "Client support", "Functional support", "Problem management", "Trading offerings", "Financial products", "Financial services" ], "skillCount" : 8, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Entry", "dataQualityScore" : 0.8888889, "_score" : 319.02493, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "6a21f42774d8ee00a0d41fc1", "title" : "Transfer Agency Oversight - Senior Manager", "company" : "Transfer Agency Oversight", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 135000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Manager in FinTech in Dublin, Ireland, adjusted for seniority and company size." }, "location" : "Ireland", "locations" : [ "Ireland" ], "certifications" : [ "CFA", "FRM", "CPA", "Series 7", "Series 63", "Series 65" ], "timestamp" : "2026-06-05T08:59:31.015", "fingerprint" : "03a1c164219c8afe217ea084d2a51c301161656fdeb38e047a55a1776cd637d1", "source" : "workday", "language" : "en", "applyUrl" : "https://fil.wd3.myworkdayjobs.com/001/job/Dublin-Office---Georges-Quay-House/Transfer-Agency-Oversight---Senior-Manager_J67009", "externalId" : "J67009", "industryFunction" : { }, "locationPoint" : "53.4129,-8.2439", "structuredLocations" : [ { "city" : "Dublin", "country" : "Ireland", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "53.3493795,-6.2605593" } ], "locationText" : "Dublin, Ireland", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior Manager", "technicalSkills" : "Python, SQL, Bloomberg Terminal", "professionalSkills" : [ "Risk management", "Client servicing", "Process improvement" ], "hardSkillsList" : [ "Digital assets", "Tokenisation platforms", "Regulatory compliance", "Operational readiness" ], "softSkillsList" : [ "Analytical thinking", "Problem solving", "Relationship building", "Innovation", "Challenge mindset" ], "hardSkills" : [ { "name" : "Digital assets", "level" : "intermediate" }, { "name" : "Tokenisation platforms", "level" : "intermediate" }, { "name" : "Regulatory compliance", "level" : "intermediate" }, { "name" : "Operational readiness", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Analytical thinking" }, { "name" : "Problem solving" }, { "name" : "Relationship building" }, { "name" : "Innovation" }, { "name" : "Challenge mindset" } ], "majorSkills" : "Transfer Agency, Digital Assets, Oversight model", "majorSkillsList" : [ "Transfer Agency", "Digital Assets", "Oversight model" ], "coreResponsibilities" : "Oversee Third-Party Administrators, Oversee Transfer Agency tasks, Interact with Fidelity stakeholders, Support digital assets initiatives, Ensure TPA adherence to regulations, Ensure TPA adherence to SLAs, Ensure TPA adherence to KPIs, Refine oversight model, Challenge data, Participate in day-to-day operations, Meet deadlines accurately, Complete tasks per industry standards, Complete tasks per Fidelity policies, Complete tasks per regulatory guidelines, Provide independent oversight of TPAs, Challenge TPA activities, Demonstrate understanding of regulatory updates, Challenge TPAs on operational readiness, Demonstrate understanding of digital assets, Understand digital asset terminology, Understand digital asset processes, Challenge stakeholders on digital assets, Establish partnership with TPAs, Resolve TPA issues, Improve TPA processes, Communicate operational risks, Report operational risks, Implement change initiatives, Implement fund launches, Implement client migrations, Implement system upgrades, Implement digital assets initiatives, Onboard new tokenisation platforms, Manage risk, Update procedures, Follow procedures, Minimise operational risk", "teamCollaboration" : "Fidelity stakeholders; Product Delivery teams; Distribution teams; Digital Assets teams; Client Servicing teams; Cross-functional teams; Across geographies", "projectManagementSkills" : [ "Change initiatives", "Fund launches", "Client migrations", "System upgrades" ], "domainKnowledge" : "Digital assets; Tokenisation; Transfer Agency; Regulatory frameworks; Risk and control frameworks", "domainList" : [ "digital-assets", "tokenisation", "transfer-agency", "regulatory-frameworks", "risk-and-control-frameworks" ], "domainSpecificKnowledge" : [ "Digital assets", "Tokenisation", "Transfer Agency", "Regulatory frameworks", "Risk and control frameworks" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon" ], "communicationSkills" : "Effective communication; Report operational risks; Communicate at all levels", "continuousLearning" : "Skill development; Experience development", "problemSolvingSkills" : "Analytical thinking; Problem solving; Constructively challenge data", "outcomesObjectives" : "Deliver excellent client service; Adhere to regulatory requirements; Ensure TPA adherence to regulations; Ensure TPA adherence to SLAs; Ensure TPA adherence to KPIs; Minimise operational risk", "qualificationsBasic" : "5+ years Transfer Agency experience, Deep understanding of digital assets", "qualificationsPreferred" : "CFA charterholder preferred, FRM charterholder preferred, CPA preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "# **About the Opportunity** Job Type: Permanent Application Deadline: 12 June 2026 **Title:** Transfer Agency Oversight - Digital Assets **Department:** Transfer Agency **Location:** Dublin **Reports to:** Head of Transfer Agency, UK and Ireland **Level:** Senior Manager We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our digital assets team and feel like you’re part of something bigger. **About your team** As part of the Transfer Agency team, you will be responsible for the effective oversight of our Third-Party Administrators (“TPA”) who act as Transfer Agent for our funds. This includes overseeing all Transfer Agency related tasks outsourced to the TPA and interacting with key Fidelity stakeholders, such as Product Delivery, Distribution, Digital Assets and Client Servicing Teams. As a team, our objective is to deliver excellent client service to Fidelity clients and adhere to regulatory requirements at all times. This specific role will support the firm’s digital assets and tokenisation initiatives for Fidelity International. As Fidelity continues to expand its capabilities in this rapidly evolving space, you will play an important role in ensuring that our TPAs adhere to regulations, SLAs and KPIs. **About your role** Achieving this is dependent on the strength of our oversight model which is refined on an ongoing basis. We are looking for an individual who can innovate, constructively challenge data, ‘think outside the box’ with a strong focus on relationship building, analytical thinking and problem solving. You will be working with and supported by the existing team who will also help you further develop your skills and experience in oversight and Fidelity’s risk and control frameworks. This is a hands-on role suited to a highly motivated individual with a strong interest in digital assets. The successful candidate will be expected to actively participate in the day-to-day operations of the team and its workload, ensuring all deadlines are met in an accurate and timely manner. **About you** * Ensure tasks are completed in line with industry standards, Fidelity policies and procedures, and regulatory guidelines. * Provide independent oversight of and challenge activities performed by the TPAs. * Demonstrate an understanding of key regulatory updates and challenge TPAs to ensure they are operationally ready to deliver these changes. * Demonstrate a strong understanding of the digital assets environment, understand the terminology, the different processes involved with this asset type and be comfortable challenging our stakeholders where required. * Establish a partnership relationship with our TPAs to resolve issues and improve processes. * Effectively communicate and report operational risks to business partners and management. * Work with team to implement change initiatives such as fund launches, client migrations, system upgrades, digital assets specific initiatives such as onboarding new tokenisation platforms. * Understand the importance of managing risk, ensure procedures are updated and followed thus minimising operational risk across the team. **Experience and Qualifications** * Previous experience in a Transfer Agency role ideally with a deep understanding of digital assets * Self-starter with the ability to take ownership of deliverables, and proactively support the team’s objectives * Team-oriented individual, with a collaborative approach and the ability to work effectively across functions and geographies * Highly organised, with the ability to manage multiple priorities, work under pressure, and meet tight deadlines * Excellent communication skills - ability to communicate effectively at all levels * Proven analytical skills – ability to extract, analyse and assimilate information * Challenge mindset - willingness to question processes with a view to improving service delivery **Feel rewarded** For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. For more about our work, our approach to dynamic working and how you could build your future here, visit _careers.fidelityinternational.com._", "summaryDescription" : "Transfer Agency Oversight - Senior Manager at Transfer Agency Oversight. Skills: Transfer Agency, Digital Assets, Oversight model. Oversee Third-Party Administrators. 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This role involves building and maintaining client relationships, managing new client implementations, and coordinating client activities with the team. Additionally, the associate handles day-to-day administrative duties, including scheduling, marketing support, and managing financial records for billing and invoicing.", "teamCollaboration" : "The role requires working collaboratively with other team members to coordinate client activities and ensure a seamless client experience. The company fosters a culture of camaraderie and teamwork, encouraging associates to support each other in achieving career goals.", "toolProficiency" : [ "eMoney" ], "communicationSkills" : "verbal communication; written communication", "documentationSkills" : "client paper files; electronic data files", "continuousLearning" : "The role involves attending and participating in learning opportunities through client service associate meetings and internal resources provided by compliance and practice management.", "problemSolvingSkills" : "analytical skills", "outcomesObjectives" : "The primary objective is to ensure clients have a positive experience that exceeds their expectations and to identify value-added services Mariner Wealth Advisors can provide. The role also focuses on maintaining accurate financial records and ensuring sufficient controls to prevent errors.", "qualificationsBasic" : "A high school diploma is required, with a bachelor's degree preferred. Financial services experience or applicable internship experience is necessary. The ability to manage multiple tasks with attention to detail and strong organizational skills is essential.", "qualificationsPreferred" : "A bachelor's degree is preferred. Experience with eMoney is a plus. A positive attitude towards client relations and the ability to identify value-added services are also beneficial.", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service. Responsibilities - Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary - Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees - Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed - Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide - Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results - Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc. - Perform other duties as assigned Qualifications - High school diploma required; bachelor’s degree preferred - Financial services experience or applicable internship experience - Wealth management experience a plus Skills and Knowledge - Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) - Experience with eMoney a plus - Positive attitude toward client relations to provide exceptional, proactive client service - Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail - Strong verbal and written communication skills are essential to effective client relationships - Highly organized with strong analytical skills - Able to work in a team environment #LI-NW1 We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Client Service Associate at Mariner Wealth Advisors. Skills: Salesforce, Redtail, organization. The Client Service Associate is responsible for delivering exceptional client service and care, acting as a primary point of contact for clients. This role involves building and maintaining client relationships, managing new client implementations, and coordinating client activities with the team. Additionally, the associate handles day-to-day administrative duties, including scheduling, marketing sup", "createdAt" : "2026-06-14T21:42:45.111", "lastUpdated" : "2026-06-15T13:37:40.703", "ingestTimestamp" : "2026-06-14T21:42:45.111", "mongoId" : "6a2cc39974d8ee00a0a09cca", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 58000, "salaryAnnualMax" : 73000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "client service", "financial services experience", "wealth management experience", "administrative duties", "accounts payables", "receivables", "asset values", "invoicing", "annuity fees", "commission fees", "consulting fees", "professional, caring, team environment", "Salesforce, Redtail, organization", "Experience in financial services or wealth management is preferred, indicating a need for understanding the financial services industry and its client needs.", "eMoney" ], "skillCount" : 15, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Entry", "dataQualityScore" : 0.8888889, "_score" : 315.7494, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30673cf292fd229cfbaba3", "title" : "Channel Partnership Manager - Agency - ANZ", "company" : "Impact.com", "industry" : "SaaS", "salary" : { "min" : 135000.0, "max" : 185000.0, "currency" : "AUD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Channel Partnership Manager in Sydney, Australia, with adjustments for the SaaS industry and company size." }, "location" : "Sydney, New South Wales, Australia", "locations" : [ "Sydney", "New South Wales", "Australia" ], "certifications" : [ "Affiliate & Partnerships Industry Fundamentals Certification by PXA" ], "timestamp" : "2026-06-16T10:20:54.146", "fingerprint" : "76d196976f90ffadd1bd7020ec4b3d03fb3989c5cfcca0768d9ae624e137519f", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/impact/jobs/8576162002", "externalId" : "8576162002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Sydney", "state" : "New South Wales", "country" : "Australia", "continent" : "oc", "source" : "llm", "workMode" : "onsite", "geo" : "-33.8698439,151.2082848" } ], "locationText" : "Sydney, New South Wales, Australia", "experienceLevel" : "Manager", "technicalSkills" : "Salesforce, Salesloft", "professionalSkills" : [ "Commercial experience", "Stakeholder management", "Business reviews", "Forecasting", "Value alignment", "Sales cycles", "Problem-solving", "Objection handling", "Networking", "Presentation skills" ], "hardSkillsList" : [ "Pipeline generation", "Bookings targets" ], "hardSkills" : [ { "name" : "Pipeline generation", "level" : "intermediate" }, { "name" : "Bookings targets", "level" : "intermediate" } ], "majorSkills" : "Channel partnerships, Agency management, Revenue goals, Sales process", "majorSkillsList" : [ "Channel partnerships", "Agency management", "Revenue goals", "Sales process" ], "coreResponsibilities" : "Grow agency and tech partners, Build commercial relationships, Achieve pipeline goals, Achieve revenue goals, Manage inbound referrals, Manage outbound referrals, Drive adoption of partner program, Deliver agency onboarding, Deliver agency education, Deliver in market training, Deliver agency enablement, Deliver business reviews, Liaise with Sales teams, Liaise with Marketing teams, Liaise with Customer Success teams, Liaise with Publisher Development teams, Drive new customer logos, Drive growth from existing customers, Drive cross-sell opportunities, Drive upgrades, Expand partnership ecosystem, Understand customer needs, Provide business value, Plan territory accounts, Execute territory accounts, Drive balanced approach, Meet pipeline targets, Meet bookings targets, Master sales process, Generate pipeline, Accurate forecasting, Secure commercial outcomes, Navigate sales cycles, Manage sales cycles, Communicate effectively, Plan ahead, Deliver required outcomes, Develop channel partner programs, Implement channel partner programs, Execute marketing initiatives, Execute events, Execute lunch and learns, Execute workshops, Execute systems and tools, Ensure customer records are timely, Ensure customer records are complete, Build knowledge base, Build knowledge around performance marketing, Build knowledge around partnerships ecosystem", "teamCollaboration" : "Go-to-market Sales teams; Marketing teams; Customer Success teams; Publisher Development teams", "domainKnowledge" : "Performance marketing; Partnerships ecosystem; Affiliate marketing; Digital marketing", "domainList" : [ "performance-marketing", "partnerships-ecosystem", "affiliate-marketing", "digital-marketing" ], "domainSpecificKnowledge" : [ "Performance marketing", "Partnerships ecosystem", "Affiliate marketing", "Digital marketing" ], "communicationSkills" : "Effective communicator", "continuousLearning" : "Training & Development; Build own knowledge base", "problemSolvingSkills" : "Problem-solving; Objection handling", "outcomesObjectives" : "Exceed targeted pipeline goals; Exceed targeted revenue goals; Meet individual pipeline targets; Meet individual bookings targets; Secure win:win commercial outcomes", "qualificationsBasic" : "3+ years commercial experience, 1+ years experience with agencies, 1+ years experience with technical partners, Experience with sales and outbound communication tools", "qualificationsPreferred" : "Network of agency contacts, Digital marketing knowledge, Performance marketing knowledge, Affiliate marketing knowledge, Understanding of sales methodologies, Experience with MEDDPICC", "remoteFriendly" : false, "workSiteFlexibility" : "Flexible", "rawDescription" : "Our Company: At impact.com we’re passionate about our people and our technology, and are obsessed with customer success. Working together helps us to grow rapidly, to win, and to serve the largest brands in the world. We transform the way our clients manage, track, optimise and measure all types of partnerships, including traditional affiliates, influencers, commerce content publishers, B2B, and more. Our powerful, purpose-built platform makes it easy for businesses to scale an ecosystem of partnerships with the brands and communities their customers trust to make purchases, get information, and entertain themselves at home, at work, or on the go. We have an entrepreneurial spirit and a culture where ambition and curiosity is rewarded. If you are looking to join a team where your opinion is valued, your contributions are noticed, and you enjoy working with fun and talented people from all over the world, then this could be the place for you! Your Role at impact.com: The Channel Partnership Manager ANZ is responsible for the overall growth of impact.com’s agencies and tech partners in the region and for building and maintaining effective commercial relationships to achieve and exceed targeted pipeline and revenue goals. You will manage inbound and outbound agency referrals, drive growth and adoption of the impact.com Agency partner program, deliver agency onboarding, education, in market training and enablement and business reviews. You’re a key conduit between our Agency and Tech partners and the go-to-market Sales and Marketing teams and a liaison to our Customer Success and Publisher Development teams. This role is fundamental to the success of the go-to-market sales team, driving primarily new customer logos as well as growth from existing customers via cross-sell opportunities, and upgrades. Our ambition is to expand the partnership ecosystem by deeply understanding our customers’ needs, providing true business value and working together for long term partnership success. We are looking for a self starter with the motivation and drive to become elite. A growth mindset and coachability are essential for success at impact.com. What You'll Do: Plan and execute within your assigned territory of agency and partner accounts, driving a balanced approach across SMB, Mid-Market and Enterprise level prospects. Meet and exceed individual pipeline and bookings targets through new prospects and by growing existing customers Master the lead indicators of the impact.com sales process such as generating minimum visible pipeline, accurate forecasting, driving value alignment with agencies, partners and prospects and securing win:win commercial outcomes Have the ability to navigate and manage short, medium and complex long term sales-cycles with a range of different personas within agencies, technical partners and with prospects as required. Be a highly effective communicator and stakeholder manager and have the ability to plan ahead to deliver required outcomes Develop and implement channel partner programs for agency and tech partners including marketing initiatives, events, lunch and learns and workshops Execute all impact.com systems and tools to the highest standard, ensuring customer records are timely and complete Have a commitment to consistently building own knowledge base around the performance marketing and partnerships ecosystem and impact.com’s role within it Other duties as assigned by the Company What You Have: Must have at least 3+ years successful commercial experience with evidence of consistent performance and target attainment within a sales / SaaS organisation 1+ years minimum experience working with agencies and technical partners A network of agency contacts would be advantageous Digital marketing, particularly performance / affiliate marketing ecosystem knowledge preferred Understanding of sales methodologies such as MEDDPICC Experience with sales and outbound communication tools (such as Salesforce, Salesloft etc) Have a customer orientation and desire to see customer success for the long term Demonstrable positive attitude, individual drive and persistence Have exceptional problem-solving, objection handling, networking and presentation skills Be curious, tenacious and resilient with a growth mindset and coachability A team player who fosters collaboration through open communication and takes personal ownership and accountability Benefits/Perks: Unlimited PTO policy - take the time off that you need. We are truly committed to a positive work-life balance, recognising that it is important to be happy and fulfilled in both Training & Development - learning the advanced partnership automation products Flexible work hours Private Health Insurance Internet Allowance Casual work environment Mental Health aware via Modern Health Free Affiliate & Partnerships Industry Fundamentals Certification by PXA All employees and applicants for employment shall be given fair treatment and equal employment opportunity regardless of their race, ethnicity or ancestry, color or caste, religion or belief, age, sex (including gender identity, gender reassignment, sexual orientation, pregnancy/maternity), national origin, weight, neurodivergence, disability, marital and civil partnership status, caregiving status, veteran status, genetic information, political affiliation, or other prohibited non-merit factors.", "summaryDescription" : "Channel Partnership Manager - Agency - ANZ at Impact.com. Skills: Channel partnerships, Agency management, Revenue goals, Sales process. Grow agency and tech partners. Build commercial relationships", "postedDate" : "2026-06-15T23:29:20.955", "createdAt" : "2026-06-15T23:29:20.955", "lastUpdated" : "2026-06-16T10:20:54.146", "ingestTimestamp" : "2026-06-15T23:29:20.955", "mongoId" : "6a30673cf292fd229cfbaba3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "100k-150k", "hasSalary" : false, "allSkills" : [ "Pipeline generation", "Bookings targets", "Channel partnerships", "Agency management", "Revenue goals", "Sales process", "Commercial experience", "Stakeholder management", "Business reviews", "Forecasting", "Value alignment", "Sales cycles", "Problem-solving", "Objection handling", "Networking", "Presentation skills", "Performance marketing", "Partnerships ecosystem", "Affiliate marketing", "Digital marketing", "Affiliate & Partnerships Industry Fundamentals Certification by PXA" ], "skillCount" : 21, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 314.1357, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "SaaS", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c7cd074d8ee00a094e732", "title" : "Vice President - Asset Transfer and Collateral Management, Investment Operations", "company" : "KKR", "industry" : "Insurance", "salary" : { "min" : 150000.0, "max" : 190000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Boston", "locations" : [ "Boston" ], "timestamp" : "2026-06-15T04:56:54.775", "fingerprint" : "1f2f4a5983a7e1420fc387893d3aebc0bf773a37b97a019f15f7687b6ee3cf3f", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://www.kkr.com/careers/career-opportunities/post?gh_jid=6015573004", "externalId" : "6015573004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Boston", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "42.3588336,-71.0578303" } ], "locationText" : "Boston, Massachusetts, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 10, "experienceMaxYears" : 99, "experienceLevel" : "Executive", "technicalSkills" : "Excel, PowerPoint, Outlook", "professionalSkills" : [ "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Operational metrics", "Resource planning", "Continuous improvement" ], "hardSkillsList" : [ "Asset settlements", "Derivatives collateral management", "Custody operations", "Collateral management", "SLA compliance" ], "softSkillsList" : [ "Leadership", "Strategic thinking", "Change management", "Risk management" ], "hardSkills" : [ { "name" : "Asset settlements", "level" : "intermediate" }, { "name" : "Derivatives collateral management", "level" : "intermediate" }, { "name" : "Custody operations", "level" : "intermediate" }, { "name" : "Collateral management", "level" : "intermediate" }, { "name" : "SLA compliance", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Strategic thinking" }, { "name" : "Change management" }, { "name" : "Risk management" } ], "majorSkills" : "Asset transfer, Collateral management, Process optimization, Vendor oversight", "majorSkillsList" : [ "Asset transfer", "Collateral management", "Process optimization", "Vendor oversight" ], "coreResponsibilities" : "Execute asset transfer processes, Oversee asset transfer processes, Manage account opening processes, Manage account setup processes, Direct derivatives collateral management operations, Oversee collateral movements, Manage dispute resolution, Onboard counterparty relationships, Monitor outsourced service providers, Manage outsourced service providers, Oversee collateral programs, Monitor eligibility, Optimize collateral programs, Identify operational efficiencies, Implement operational efficiencies, Streamline workflows, Eliminate redundancies, Drive adoption of AI solutions, Drive adoption of automation tools", "teamCollaboration" : "Coordinating with internal stakeholders; Coordinating with external banking partners; Partnerships with KKR Technology; Partnerships with external vendors; Cross-functional collaboration", "domainKnowledge" : "Asset settlements; Derivatives collateral management; Custody operations; FHLB borrowing programs; Repo market mechanics; Liquidity management", "domainList" : [ "asset-settlements", "derivatives-collateral-management", "custody-operations", "fhlb-borrowing-programs", "repo-market-mechanics", "liquidity-management" ], "domainSpecificKnowledge" : [ "Asset settlements", "Derivatives collateral management", "Custody operations", "FHLB borrowing programs", "Repo market mechanics", "Liquidity management" ], "toolProficiency" : [ "ChatGPT" ], "innovationCreativity" : "Technological innovation; AI-powered solutions; Automation tools", "outcomesObjectives" : "Enhance operational effectiveness; Enhance scalability", "qualificationsBasic" : "Bachelor's degree in finance, 8+ years of experience in operations management, Experience with derivatives operations, Experience with margin requirements", "qualificationsPreferred" : "Experience in the Insurance industry a plus, Understanding of asset settlements, Understanding of derivatives collateral management, Understanding of custody operations, Knowledge of FHLB borrowing programs, Knowledge of repo market mechanics", "workSiteFlexibility" : "Hybrid", "rawDescription" : "COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. We are seeking an experienced Operations Manager to execute and oversee asset rebalancing settlements and collateral management while driving process optimization and technological innovation across our platforms. Primary Responsibilities Operational Oversight Asset Transfer Management: Execute and oversee end-to-end asset transfer processes for both public and private assets, ensuring timeliness and accuracy Account Setup Administration: Manage account opening and setup processes, coordinating with internal stakeholders and external banking partners Derivatives Collateral Management: Direct derivatives collateral management operations, including overseeing collateral movements, managing dispute resolution and onboarding Counterparty relationships Third-Party Service Oversight: Monitor and manage relationships with outsourced service providers, ensuring SLA compliance and service quality standards Banking Relationships: Serve as a key point of contact for banking partners, managing day-to-day operational matters and escalations Collateral for Liquidity Management Programs: Oversee collateral programs supporting FHLB borrowing facilities and repo transactions, including eligibility monitoring and optimization Hands-On Leadership and Development: Lead and develop a Boston-based team and offshore resources while maintaining direct involvement in day-to-day operations, ensuring both strategic oversight and tactical execution during critical periods Strategic Initiatives Process Improvement: Identify and implement operational efficiencies, streamline workflows, and eliminate redundancies through partnerships with KKR Technology and external vendors Artificial Intelligence Expansion: Drive adoption of AI-powered solutions and automation tools to enhance operational effectiveness and scalability Qualifications Bachelor’s degree in finance, Business, or related field 8+ years of experience in operations management within financial services; experience within the Insurance industry a plus Strong understanding of asset settlements, derivatives collateral management, and custody operations Strong knowledge of Excel, PowerPoint, Outlook and ChatGPT Proven track record managing third-party relationships and vendor oversight Experience with derivatives operations and margin requirements Knowledge of FHLB borrowing programs and repo market mechanics Key Competencies Operational excellence and attention to detail Strategic thinking with execution focus Change management and innovation mindset Cross-functional collaboration Risk management and controls orientation #LI-ONSITE #LI-HYBRID This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $150,000—$190,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned. Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.", "summaryDescription" : "Vice President - Asset Transfer and Collateral Management, Investment Operations at KKR. Skills: Asset transfer, Collateral management, Process optimization, Vendor oversight. Execute asset transfer processes. Oversee asset transfer processes", "postedDate" : "2026-06-14T03:08:36.108", "createdAt" : "2026-06-14T03:08:36.108", "lastUpdated" : "2026-06-15T04:56:54.775", "ingestTimestamp" : "2026-06-14T03:08:36.108", "mongoId" : "6a2c7cd074d8ee00a094e732", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 150000, "salaryAnnualMax" : 190000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ "Asset settlements", "Derivatives collateral management", "Custody operations", "Collateral management", "SLA compliance", "Leadership", "Strategic thinking", "Change management", "Risk management", "Asset transfer", "Process optimization", "Vendor oversight", "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Operational metrics", "Resource planning", "Continuous improvement", "FHLB borrowing programs", "Repo market mechanics", "Liquidity management", "ChatGPT" ], "skillCount" : 23, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "VP", "dataQualityScore" : 1.0, "_score" : 314.08813, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2657ae74d8ee00a021dc61", "title" : "Head of Luxembourg Transfer Agency", "company" : "Northern Trust", "industry" : "Financial Services", "salary" : { "min" : 180000.0, "max" : 275000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Luxembourg, adjusted for executive seniority, financial services industry, and company size." }, "location" : "Luxembourg", "locations" : [ "Luxembourg" ], "timestamp" : "2026-06-12T17:38:58.338", "fingerprint" : "aaabd584d5f4f4ce83e88c88194d5865952bc34d91b2743a4601f7e97d113c53", "source" : "workday", "language" : "en", "applyUrl" : "https://ntrs.wd1.myworkdayjobs.com/northerntrust/job/Luxembourg/Head-of-Luxembourg-Transfer-Agency_R156025", "externalId" : "R156025", "industryFunction" : { }, "locationPoint" : "49.6151,6.1296", "structuredLocations" : [ { "country" : "Luxembourg", "continent" : "eu", "workMode" : "onsite" } ], "locationText" : "Luxembourg", "employmentType" : "FULL_TIME", "experienceLevel" : "Manager", "professionalSkills" : [ "Transfer Agency", "Business strategy", "Performance management", "Profitability management" ], "hardSkillsList" : [ "Regulatory readiness", "Budget management", "Financial discipline", "Cost transparency" ], "softSkillsList" : [ "Leadership", "Flexibility", "Adaptability", "Resilience" ], "hardSkills" : [ { "name" : "Regulatory readiness", "level" : "intermediate" }, { "name" : "Budget management", "level" : "intermediate" }, { "name" : "Financial discipline", "level" : "intermediate" }, { "name" : "Cost transparency", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Flexibility" }, { "name" : "Adaptability" }, { "name" : "Resilience" } ], "majorSkills" : "Transfer Agency, Leadership, Risk management, Regulatory readiness", "majorSkillsList" : [ "Transfer Agency", "Leadership", "Risk management", "Regulatory readiness" ], "coreResponsibilities" : "Drive process consistency, standardization, efficiency, and oversight, Lead Transfer Agency initiatives, Support new business onboarding and growth initiatives, Provide leadership and guidance to staff, Manage multiple teams or functions, Identify talent needs, Drive high performance culture, Plan for key succession and development, Make staffing and organizational decisions, Manage expenses, Oversee the annual salary review process, Participate in divisional and regional strategic planning, Translate strategy into local priorities, Ensure delivery against objectives, Develop, manage, and control the Transfer Agency budget, Lead complex initiatives, Maintain a balanced, cross-functional perspective, Partner with Compliance, Risk, Legal, Technology, and Operations, Improve efficiency, effectiveness, and productivity", "teamCollaboration" : "Partner with Compliance; Partner with Risk; Partner with Legal; Partner with Technology; Partner with Operations", "domainKnowledge" : "Luxembourg regulated environment", "domainList" : [ "luxembourg-regulated-environment" ], "domainSpecificKnowledge" : [ "Luxembourg regulated environment" ], "communicationSkills" : "Oral communication; Written communication", "qualificationsBasic" : "College or University degree and/or equivalent relevant professional experience", "qualificationsPreferred" : "Seasoned Transfer Agency leader with extensive technical, regulatory, and business expertise, ideally within Luxembourg or a comparable regulated environment", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**_About Northern Trust:_** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. **_The role_** Reporting to the EMEA Head of Transfer Agency, this role holds overall accountability for the Transfer Agency function in Luxembourg, ensuring strong governance, operational control, and service excellence. The successful candidate will act as the senior site and functional leader for Transfer Agency in Luxembourg, with responsibility for performance, risk management, and regulatory readiness. **_Responsibilities_** * Drive process consistency, standardization, efficiency, and oversight in line with global and EMEA Transfer Agency strategy. * Lead Transfer Agency initiatives and ensure alignment with overall business strategy. * Support new business onboarding and growth initiatives within the constraints of existing workloads and approved budgets. * Provide leadership and guidance to staff, fostering an environment that encourages employee engagement, teamwork, and open communication. * Manage multiple teams or functions through the direct leadership of managers, providing coaching, direction, and strategic oversight. * Identify talent needs, drive high performance culture and plan for key succession and development. * Make staffing and organizational decisions, manage expenses, and oversee the annual salary review process for the function. * Participate in divisional and regional strategic planning, translating strategy into local priorities and ensuring delivery against objectives. * Develop, manage, and control the Transfer Agency budget for Luxembourg, ensuring financial discipline and cost transparency. * Lead complex initiatives involving multiple disciplines and ambiguous or evolving business and regulatory issues. * Maintain a balanced, cross‑functional perspective, partnering with Compliance, Risk, Legal, Technology, and Operations to improve efficiency, effectiveness, and productivity. **_Skills and Experience_** * Seasoned Transfer Agency leader with extensive technical, regulatory, and business expertise, ideally within Luxembourg or a comparable regulated environment. * Strong business strategy and planning capability, with experience managing the profitability and performance of a major business segment. * Demonstrated leadership and organizational skills, with experience directing activities across multiple units or functions. * Excellent oral and written communication skills, with the ability to influence senior stakeholders. * Proven ability to lead through change in a dynamic, evolving environment. * Highly flexible, adaptable, and resilient leadership style. * College or University degree and/or equivalent relevant professional experience. **_Working with Us:_** As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater _**Reasonable accommodation**_ Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [MyHRHelp@ntrs.com](mailto:MyHRHelp@ntrs.com). We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. **_About Our Luxembourg Office_** In 2024, the Northern Trust Luxembourg office celebrated their 20th anniversary, an important chapter in their history. Having opened in 2004 to support one client, they have since grown their client base substantially and increased their headcount significantly, which now stands at over 400. From modern fully equipped meeting rooms to a vast canteen with a view over a vegetable garden, maintained by our team all year round, and a rooftop where beehives have been installed, this space is truly a source of pride for our team. [Learn more.](https://www.youtube.com/watch?v=Ny_REUa1GZk)", "summaryDescription" : "Head of Luxembourg Transfer Agency at Northern Trust. Skills: Transfer Agency, Leadership, Risk management, Regulatory readiness. Drive process consistency, standardization, efficiency, and oversight. 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Business Leader Partner with Operations responsible for recruitment and development of talent Use company performance tools to evaluate each operations associate and provide constant feedback to drive individual growth and improvement in partnership with the store leader Business Partner Collaborate with Community & Studio, Operations and Visual Leads to ensure cross-functional training and to ensure the business is well-executed Execute company-level operations-focused directives, projects and initiates, in partnership with the Sales & Service Manager (e. g. from the SCC) QUALIFICATIONS: 2+ Years prior work experience in a client-centric, sales environment Proven leadership capabilities demonstrating excellent decision making Values feedback, receptive to receiving feedback and eager to provide High energy, upbeat and enthusiastic with the ability to integrate fun and work Self-motivated with a desire to achieve results and excel individually, and as a team Excellent interpersonal and written communication skills Aligns with and embodies ALO’s Guiding Principles Job Level: Associate The Sales & Service Lead is full-time and requires 32-40 hours per week fulfilling the job description as stated above. 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JUST SOME OF THE PERKS Generous employee discount for ALO, and free membership to ALO Wellness Club, with access to hundreds of streaming fitness and yoga classes with top instructors Competitive medical, dental and vision plan options, and enhanced additional benefits such as free virtual access to mental health providers and new parent support for employees and dependents (Full-Time Employees) 401K with company matching (Full-Time Employees) Monthly Store Incentives Clothing Allowance Free yoga classes at any of our Sanctuaries (select cities) The Company’s Lead base pay ranges from $24.00 - $28.00/ hour in New York, NY. Please also note, Leads are eligible to participate in the Company’s Monthly Store Incentive bonus program, which may result in bringing the total compensation to a higher range. Further, the range listed is just one component of the Company’s total rewards package for retail employees. 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Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. Perks Include: 1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. 2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. 3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications: • Dedication to delivering exceptional customer service experiences. • Strong communication and interpersonal skills. • Ability to lead and inspire teams to achieve outstanding results. • Desire to pursue professional growth and development while maintaining a healthy work-life balance. 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Lead and inspire teams", "postedDate" : "2026-06-15T21:07:53.767", "createdAt" : "2026-06-15T21:07:53.767", "lastUpdated" : "2026-06-16T11:48:17.517", "ingestTimestamp" : "2026-06-16T03:27:08.524", "mongoId" : "6a307f3bf292fd229c056bb3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 78000, "salaryAnnualMax" : 115000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Leadership" ], "skillCount" : 1, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Lead", "dataQualityScore" : 0.7777778, "_score" : 305.73853, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.92 }, { "id" : "6a2eb32a74d8ee00a0e7de2b", "title" : "AVP, Investor Services Operations Change - Transfer Agency", "company" : "Citi", "salary" : { "min" : 180000.0, "max" : 300000.0, "currency" : "MYR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Financial Services in Malaysia, adjusted for Manager seniority and AVP-level responsibilities within a large global financial institution." }, "location" : "Malaysia", "locations" : [ "Malaysia" ], "timestamp" : "2026-06-16T06:51:42.166", "fingerprint" : "c8432ef427e1c67f646a7523adec66c2df5377aa0beeac09fdc04d7ea8be4b16", "source" : "workday", "language" : "en", "applyUrl" : "https://citi.wd5.myworkdayjobs.com/2/job/Kuala-Lumpur-Selangor-Malaysia/AVP---Investor-Services-Operations-Change---Transfer-Agency_26943010", "externalId" : "26943010", "industryFunction" : { }, "locationPoint" : "4.2105,101.9758", "structuredLocations" : [ { "country" : "Malaysia", "continent" : "as", "workMode" : "onsite" } ], "locationText" : "Malaysia", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "remoteFriendly" : false, "rawDescription" : "The Senior Business Analyst at C12 level plays a critical role in bridging the gap between client/ business needs, and technological solutions within Investor Services Operations Change. You will lead and contribute to the development of new technologies, improvement of processes and work-flows as well as client, mandatory and regulatory initiatives. Role requires great analytical skills in order to design, test and validate complex solutions and services for our clients and operational teams. Communication and interpersonal skills are required to effectively cooperate with multiple stakeholders across Product, Technology, Operations and our Clients. ## Key Responsibilities * **Lead Business Analysis Activities:** Lead all business analysis activities on assigned complex projects, both client and internal, ensuring successful delivery and alignment with business objectives. * **Requirements Elicitation & Management:** Lead the preparation and analysis of proposed system changes, gathering consensus between business requirements and technology deliverables to assure smooth project implementation. Document comprehensive business requirements (BRDs) and functional specifications. * **Process Analysis & Design:** Perform in-depth process analysis and design solutions in response to complex client or operational needs across funds operations, including the development of target operating models and process re-engineering. * **System Functionality & Testing Oversight:** Oversee testing of new system functionalities in UAT environments. Formulate and coordinate regression test plans and support Production Validation Testing for new system functionalities and client changes. Oversee the delivery of business requirements, prepare testing plans, and execute/oversee testing. * **Strategic Stakeholder Management:** Co-operate closely with business stakeholders, Product, Technology partners, and clients, ensuring the right infrastructure aligns with organizational vision and strategic goals. Build and maintain effective working relationships with Technology, Oversight teams, Relationship Managers, and Project Managers. * **Risk Mitigation & Compliance:** Take proactive actions targeted at minimizing and mitigating implementation and project risk. Proactively identify, assess, and mitigate risks, ensuring adherence to organizational policies, legal, and regulatory requirements. * **Client & Business Support:** Manage client and business ad-hoc queries and requirements. * **Team Development & Mentorship:** Provide guidance and mentorship to junior analysts/team members, fostering their development and ensuring high-quality output. Encourage a positive and professional working environment through regular training and engagement. * **Reporting & Strategic Planning:** Prepare and present project status, performance data, and key insights to management and stakeholders. Display appropriate involvement in Department strategic planning. ## Required Qualifications * **Education:** Bachelor's Degree or higher in Finance, Economics, Business Administration, Information Technology, Engineering, or an equivalent practical experience. * **Experience:** Minimum 5 years or more of relevant experience as a Business Analyst or similar role within a complex corporate environment, preferably in the financial services industry. * **Fund Services Domain Expertise (Required):** Proven and extensive experience (minimum 3+ years) in investment fund accounting, Transfer Agency, and/or Middle Office processes and systems. In-depth knowledge of funds services and its processes. * **Change Management:** Experience as a Business Analyst in a Change Management unit or in operational improvements (e.g., Lean, reengineering programs). * **SDLC & Testing:** Experience with the Software Development Lifecycle (SDLC) and testing phases (UAT, functional, regression). * **Skills:** * **Analytical & Problem-Solving:** In-depth analytical skills, able to work and manipulate data sets, draw conclusions, create reports, and perform root cause analysis. Excellent problem-solving ability and good business judgment. * **Communication:** Excellent verbal and written communication skills with the ability to translate requirements and communicate with a wide audience, displaying professionalism at all times. * **Organizational & Time Management:** Ability to work on own or as part of a team, under time pressure, multitask effectively, and demonstrate strong organizational skills and attention to detail. * **Tools Proficiency:** Highly PC literate (e.g., MS Office Suite, Visio, Project, PowerPoint, Quality Centre, Advanced Excel). Knowledge of PowerBI and SQL is an advantage. * **Self-Motivation & Adaptability:** Self-motivated, proactive, adaptable, with a strong sense of initiative. ## Preferred Qualifications * Experience with Agile methodologies. * Knowledge of market instruments and conventions. * End-to-end Fund Client facing experience. * Knowledge of accounting operating models. \\------------------------------------------------------ ## **Job Family Group:** Operations - Core \\------------------------------------------------------ ## **Job Family:** Operations Project Management \\------------------------------------------------------ ## **Time Type:** Full time \\------------------------------------------------------ ## **Most Relevant Skills** Please see the requirements listed above. \\------------------------------------------------------ ## **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \\------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ __ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _[Accessibility at Citi](https://www.citigroup.com/citi/accessibility/application-accessibility.htm)._ _View Citi’s[EEO Policy Statement](https://www.citigroup.com/global/eeo-aa-policy) and the [Know Your Rights](https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster._", "summaryDescription" : "AVP, Investor Services Operations Change - Transfer Agency at Citi", "postedDate" : "2026-06-11T21:23:36.044", "createdAt" : "2026-06-14T21:23:36.040", "lastUpdated" : "2026-06-16T06:51:42.166", "ingestTimestamp" : "2026-06-14T21:23:36.040", "mongoId" : "6a2eb32a74d8ee00a0e7de2b", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://citi.wd5.myworkdayjobs.com/2/job/Kuala-Lumpur-Selangor-Malaysia/AVP---Investor-Services-Operations-Change---Transfer-Agency_26943010", "salaryBand" : "150k-200k", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "executive", "dataQualityScore" : 0.8888889, "_score" : 303.09946, "daysOld" : 4, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2ca4fc74d8ee00a09b41f9", "title" : "Senior Transfer Pricing Associate", "company" : "DoorDash", "industry" : "Technology", "salary" : { "min" : 2200000.0, "max" : 3500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Transfer Pricing Associate in Hyderabad, India, adjusted for mid-seniority, technology industry, and company size." }, "location" : "Hyderbad", "locations" : [ "Hyderbad" ], "timestamp" : "2026-06-16T01:10:48.302", "fingerprint" : "bca95b79fe856682a71e47ae34b53057ecb5a3697900c4aed6dd726350a30800", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/doordashindia/jobs/8000386", "externalId" : "8000386", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Hyderabad", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "17.3605890,78.4740613" } ], "locationText" : "Hyderabad, India", "employmentType" : "FULL_TIME", "experienceMinYears" : 3, "experienceMaxYears" : 6, "experienceLevel" : "Senior", "technicalSkills" : "Excel", "professionalSkills" : [ "Data analysis", "Risk management" ], "hardSkillsList" : [ "Transfer pricing", "Pricing analysis", "Benchmarking studies" ], "hardSkills" : [ { "name" : "Transfer pricing", "level" : "intermediate" }, { "name" : "Pricing analysis", "level" : "intermediate" }, { "name" : "Benchmarking studies", "level" : "intermediate" } ], "majorSkills" : "Transfer pricing, OECD Guidelines, IRC Section 482", "majorSkillsList" : [ "Transfer pricing", "OECD Guidelines", "IRC Section 482" ], "coreResponsibilities" : "Prepare transfer pricing documentation, Maintain transfer pricing documentation, Support intercompany pricing analyses, Support benchmarking studies, Assist in implementation of transfer pricing policies, Collaborate with finance teams, Collaborate with legal teams, Collaborate with business teams, Support tax audits, Support authority inquiries, Track global TP regulatory changes, Assist in automation, Assist in process improvements", "teamCollaboration" : "Cross-border transactions; Business leaders; Finance teams; Accounting teams; Legal teams; Corporate Development teams", "domainKnowledge" : "OECD Transfer Pricing Guidelines; U.S. IRC Section 482; UK TIOPA; Nordic transfer pricing; Finnish transfer pricing", "domainList" : [ "oecd-transfer-pricing-guidelines", "u-s-irc-section-482", "uk-tiopa", "nordic-transfer-pricing", "finnish-transfer-pricing" ], "domainSpecificKnowledge" : [ "OECD Transfer Pricing Guidelines", "U.S. IRC Section 482", "UK TIOPA", "Nordic transfer pricing", "Finnish transfer pricing" ], "toolProficiency" : [ "Benchmarking databases" ], "documentationSkills" : "Transfer pricing documentation", "qualificationsBasic" : "3–6 years transfer pricing experience, Knowledge of OECD, Knowledge of IRC 482, Knowledge of UK TIOPA, Knowledge of Finnish TP, Experience with benchmarking databases, Excel/data analysis skills", "rawDescription" : "About the Team: The Transfer Pricing team is a strategic partner to the business, responsible for designing, implementing, and managing the company’s global transfer pricing framework across a rapidly growing multinational technology organization. The team supports business expansion, acquisitions, operating model evolution, intellectual property management, and global tax compliance while ensuring alignment with OECD Transfer Pricing Guidelines and local country requirements. Working closely with Finance, Accounting, Legal, Corporate Development, and business leaders, the team helps enable scalable growth through data-driven decision making, operational excellence, and proactive risk management. Team members gain exposure to complex cross-border transactions, post-acquisition integrations, tax authority audits, and global transformation initiatives, while partnering with stakeholders across North America, EMEA, and APAC. This is a highly visible team that plays a critical role in supporting the company’s continued growth and innovation on a global scale. About the Role: The Senior Transfer Pricing Associate will support the design, implementation, and documentation of global transfer pricing policies across multiple jurisdictions. This role requires strong technical knowledge and hands-on execution capabilities, particularly in OECD Transfer Pricing Guidelines, U. S. IRC Section 482, UK TIOPA, and Nordic (including Finnish) transfer pricing frameworks. You’re excited about this opportunity because you will… - Prepare and maintain transfer pricing documentation (Master File, Local Files, CbCR support) - Support intercompany pricing analyses and benchmarking studies - Assist in implementation of transfer pricing policies - Collaborate with finance, legal, and business teams - Support tax audits and authority inquiries - Track global TP regulatory changes - Assist in automation and process improvements We’re excited about you because… - 3–6 years of transfer pricing experience - Strong knowledge of OECD, IRC 482, UK TIOPA, Finnish TP - Experience with benchmarking databases - Strong Excel/data analysis skills About DoorDash At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users—from Dashers to merchant partners to consumers. We are a technology and logistics company that started by enabling door-to-door delivery, and we are looking for team members who can help us go from a company that is known as the place you order food to a company that people turn to for any and all goods. DoorDash is growing rapidly and changing constantly, which gives our team members the opportunity to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting employees’ happiness, healthiness, and overall well-being by providing comprehensive benefits and perks. Our Commitment to Diversity and Inclusion We’re committed to growing and empowering a more inclusive community within our company, industry, and cities. That’s why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel. If you need any accommodations, please inform your recruiting contact upon initial connection. We use Covey as part of our hiring and/or promotional process for jobs in certain locations. The Covey tool has been reviewed by an independent auditor. Results of the audit may be viewed here: https://getcovey.com/nyc-local-law-144 To request a reasonable accommodation under applicable law or alternate selection process, please inform your recruiting contact upon initial connection.", "summaryDescription" : "Senior Transfer Pricing Associate at DoorDash. Skills: Transfer pricing, OECD Guidelines, IRC Section 482. Prepare transfer pricing documentation. 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Relation fournisseurs; Relation clients; Équipe de force de vente", "domainKnowledge" : "Distribution multicanale; Solutions innovantes; Solutions durables; Électricité; Génie climatique; Maîtrise d'énergie; Distribution BtoB; Distribution BtoC; Solutions d'électrification; Distribution d'énergie; Automatisme industriel; Data-communication; Sécurité", "domainList" : [ "distribution-multicanale", "solutions-innovantes", "solutions-durables", "electricite", "genie-climatique", "maitrise-d-energie", "distribution-btob", "distribution-btoc", "solutions-d-electrification", "distribution-d-energie", "automatisme-industriel", "data-communication", "securite" ], "domainSpecificKnowledge" : [ "Distribution multicanale", "Solutions innovantes", "Solutions durables", "Électricité", "Génie climatique", "Maîtrise d'énergie", "Distribution BtoB", "Distribution BtoC", "Solutions d'électrification", "Distribution d'énergie", "Automatisme industriel", "Data-communication", "Sécurité" ], "outcomesObjectives" : "Accélérer performance Agence; Contribuer résultats économiques Entreprise", "qualificationsBasic" : "Parcours commercial pertinent, Connaissances techniques, Qualités personnelles", "qualificationsPreferred" : "Connaissances électricité, Connaissances génie climatique, Connaissances solutions maitrise énergie, Expérience distribution BtoB, Expérience distribution BtoC", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Expert de la distribution multicanale pour le monde de l’énergie, Rexel accompagne ses clients professionnels dans la mise en œuvre de solutions innovantes et durables, où qu'ils soient. Engagé vers une croissance durable, la digitalisation et l’innovation sont au cœur de l’entreprise. Handi- accueillante, notre entreprise pratique la tolérance zéro à l’égard de toute forme de discrimination. A ce titre, l’agence de Tours La Riche (37) recherche un(e) Responsable Agence en CDI. VOTRE QUOTIDIEN Le poste est rattaché au Directeur de Pôle. Vous accélérez la performance de votre Agence par le management de l’équipe, la mise en œuvre de la politique commerciale, et la bonne tenue de votre Agence. Vous serez aussi garant d’une prestation de qualité à tous vos clients afin de contribuer aux résultats économiques de l’Entreprise. Vos missions sont les suivantes : Développer les ventes de proximité Agence • Animer et développer les clients de l’Agence en proposant des services et des offres adaptés, • Développer l’attractivité de l’agence par des animations commerciales régulières, • Entretenir une relation privilégiée avec les représentants des fournisseurs, • Analyser le compte d’exploitation et mettre en œuvre les actions commerciales. Manager les équipes internes (12/15 commerciaux agence) • Mettre en œuvre et animer les rituels managériaux, • Communiquer à vos équipes les performances de l’Agence et du Pôle, • Participer au recrutement des collaborateurs de l’Agence, • Encourager et développer la montée en compétence des collaborateurs. Garantir la meilleure expérience client : • Développer une relation de proximité forte avec vos clients, • Délivrer une réponse personnalisée de qualité à l’ensemble de vos clients, • Accompagner et sécuriser chaque collaborateur dans la négociation et la défense du prix, • Orienter le client vers le canal le plus pertinent en fonction de ses besoins et son fonctionnement, • Participer activement à l’évolution du nombre de clients en lien avec l’équipe de force de vente. Garantir une gestion efficace de l’agence commerciale : • Garantir la sécurité des biens et des personnes tout en assurant la maintenance du matériel et des bâtiments, • Assurer ou garantir la gestion des litiges clients. • Développer le relationnel client grâce à un accueil convivial, un conseil et un suivi personnalisé. • Rendre l’agence attractive avec un marchandising dynamique et adapté. • Proposer des solutions et des services pertinents créateurs de valeurs ajoutées. • Développer la digitalisation du client par la mise en avant de nos offres connectées et de notre site e-commerce • Promouvoir et participer activement aux animations commerciales. • Gérer les litiges clients et les SAV ## Qualifications VOS QUALITÉS ET COMPÉTENCES Plus qu’un diplôme ou un niveau d’expérience, c’est avant tout la pertinence de votre parcours commercial, l’adéquation de vos connaissances techniques et vos qualités personnelles qui feront la différence, en particulier : • Vous possédez des connaissances dans le domaine de l’électricité, du génie climatique, et / ou des solutions de maitrise d’énergie acquises idéalement en distribution BtoB ou BtoC. • Votre sens de l’écoute et votre curiosité alliés à votre rigueur et votre esprit d’équipe seront de véritables atouts pour mener à bien vos missions. • Vous avez le goût du challenge et vous aimez vendre tout en créant une relation de proximité et de confiance avec vos interlocuteurs. ## Additional Information POURQUOI NOUS REJOINDRE : Rejoindre Rexel, c’est intégrer un groupe qui valorise les talents et offre de réelles opportunités d’évolution, en France comme à l’international, avec 588 mobilités internes réalisées en 2025 (85 % de nos collaborateurs recommandent REXEL comme employeur). Vous bénéficiez d’un package de rémunération attractif avec un salaire de base sur 13 mois. Vous profitez également de la participation, de l’intéressement et de solutions d’épargne avantageuses. Notre politique sociale favorise l’équilibre entre vie professionnelle et personnelle. Vous pouvez bénéficier jusqu’à 12 jours de RTT par an, ainsi qu’un cadre de travail flexible avec une journée de télétravail par semaine selon le poste. Enfin, nous enrichissons la vie de nos équipes par des avantages sociaux (chèques vacances, ticket de cinéma à tarif réduit, activités et voyages organisés par le CSE…). Postulez maintenant et devenez un acteur clé du déploiement de l’expertise et des solutions Rexel. A propos de REXEL : Avec un chiffre d’affaires de 3,2 Mds€ en 2025, Rexel est le leader français de la distribution professionnelle de produits et services pour le monde de l’énergie. L’entreprise conçoit et distribue des solutions d'électrification sur 3 marchés : résidentiel, tertiaire et industriel et couvre 4 domaines d’expertises principaux : distribution d’énergie, génie climatique, automatismes industriels, data-communication et sécurité. Forts d’un important maillage territorial comptant 435 agences, 8 centres logistiques régionaux, et d’une offre digitale puissante, les experts Rexel accompagnent et conseillent les professionnels dans le choix et l’installation de solutions électriques conciliant performance et responsabilité, avec un objectif en tête : distribuer les bonnes énergies sur l’ensemble de l’Hexagone. Rexel s’engage en faveur de l’éducation à la transition énergétique au travers de la [Fondation Rexel](https://www.rexel.com/fr/engagements/fondation-rexel/), abritée par la Fondation de France. Le Groupe Rexel est présent dans 17 pays, à travers un réseau de plus de 1 950 agences, et compte plus de 26 500 collaborateurs. La Société est cotée sur le marché Eurolist d’Euronext Paris. Pour plus d’information, rendez-vous sur [Courant Positif](https://courant-positif.rexel.fr/), le média de Rexel France.", "summaryDescription" : "Responsable Agence H/F at REXEL. Skills: Management, Vente, Relation client. Développer les ventes de proximité. 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Das gelingt uns mit unseren rund 1.900 engagierten Mitarbeiterinnen und Mitarbeitern an 17 Standorten, die Unternehmen und Institutionen in verschiedenen Bereichen betreuen. Wir schätzen die Vielfalt unserer Mitarbeitenden und sehen sie als essenziellen Schlüssel für Innovation und Erfolg. Deshalb setzen wir uns dafür ein, dass bei uns jede:r die gleichen Chancen erhält. Starte jetzt deine Karriere in der Steuerberatung beim größten Steuerberater Österreichs und arbeite gemeinsam mit einem unserer Teams (z.B. Umsatzsteuer, Tax Litigation, Transfer Pricing, BPS, Global Employer Services, International Tax) an spannenden steuerrechtlichen Fragestellungen. Tauche ein in die Welt der Steuerberatung und lege mit uns den Grundstein für deinen Karriereweg. Was dich erwartet: * Du betreust internationale Kund:innen im Bereich Verrechnungspreise und internationales Steuerrecht und bringst hierbei dein betriebswirtschaftliches Wissen zum Verständnis von Wertschöpfungsketten und Geschäftsmodellen ein. * Gemeinsam mit dem Team planst und implementierst du grenzüberschreitende Verrechnungspreissysteme. * Du unterstützt beim Schreiben von Stellungnahmen. * Du erstellst Verrechnungspreisdokumentationen und steuerliche Gutachten. * Du bereitest internationale Schieds- und Verständigungsverfahren vor und begleitest steuerliche Betriebsprüfungen. * Darüber hinaus unterstützt du bei der Beratung zu Umstrukturierungen in internationalen Unternehmen. Qualifikationen * Du hast ein (fast) abgeschlossenes Studium der Betriebswirtschaft oder Rechtswissenschaften * Du bringst idealerweise bereits erste Praktika- oder Berufserfahrung mit * Eine analytische, strukturierte und zielorientierte Handlungsweise zeichnet dich aus * Du arbeitest gerne im Team und hast Freude an Weiterbildung * Sehr gute Deutsch- und Englischkenntnisse zeichnen dich aus * Du verfügst über sehr gute IT-Kenntnisse und findest dich schnell mit neuen Programmen zurecht * Du bringst gute Kenntnisse in MS Office (insbesondere Word und Excel) Erfüllst du nicht alle genannten Kriterien? Kein Problem! Uns ist bewusst, dass nicht jede:r alle Anforderungen erfüllen kann, deshalb sind wir bereit, in deine Entwicklung zu investieren. Zusätzliche Informationen Jahresbruttogehalt mit abgeschlossenem Studium ab € 44.100,- (Level Associate, nicht All In). Deine Vergütung orientiert sich selbstverständlich an deiner individuellen Qualifikation und positionsrelevanten Berufserfahrung. Darüber hinaus erwarten dich attraktive Zusatzleistungen und Benefits. Make an impact that matters. \uD83D\uDC9A Wir ermutigen dich, neue Verantwortungen zu übernehmen, dich aktiv in spannende Projekte einzubringen und wertvolle Erfahrungen zu sammeln. Im Gegenzug bieten wir dir exzellente Trainingsprogramme sowie attraktive Förderungen in Zusammenhang mit der Steuerberaterprüfung um deine Karriereziele zu erreichen und dein volles Potenzial zu entfalten. Unsere Unternehmenskultur ist geprägt von starkem Zusammenhalt und unseren gemeinsamen Werten. Dabei ist uns das Wellbeing unserer Mitarbeitenden besonders wichtig. Außerdem bieten wir flexible Arbeitszeiten sowie die Möglichkeit im Home Office oder im Büro im Stadtzentrum zu arbeiten. Auf deine Bewerbung freut sich: [Lisa Prückler](https://www.linkedin.com/in/lisa-pr%C3%BCckler-489984220/), Tel.: +43 1 53700 2551 Für Fragen oder konkrete Unterstützung zur Barrierefreiheit wende dich bitte an [barrierefreiheit@deloitte.at](mailto:barrierefreiheit@deloitte.at). Focus on: Steuerberatung, Beratung, Verrechnungspreise, Transfer Pricing, Wien, Teilzeit oder Vollzeit", "summaryDescription" : "Berufsanwärter:in (all genders) Steuerberatung Fokus Transfer Pricing at Deloitte. Skills: Transfer pricing, International tax law. Advise international clients on transfer pricing. 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Lead and inspire teams", "postedDate" : "2026-06-15T21:27:21.045", "createdAt" : "2026-06-15T21:27:21.045", "lastUpdated" : "2026-06-16T13:09:30.310", "ingestTimestamp" : "2026-06-16T03:25:51.241", "mongoId" : "6a307f3bf292fd229c056bd2", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 105000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Lead", "dataQualityScore" : 0.6666667, "_score" : 297.16623, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.92 }, { "id" : "6a306844f292fd229cfc2f21", "title" : "Berufseinsteiger:in (all genders) Steuerberatung (Fokus Transfer Pricing möglich)", "company" : "Deloitte", "industry" : "Management Consulting", "salary" : { "min" : 44100.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : false }, "location" : "Linz, Steyr, Upper Austria, AT", "locations" : [ "Linz, Steyr", "Upper Austria", "AT" ], "certifications" : [ "Steuerberaterprüfung" ], "timestamp" : "2026-06-16T08:05:34.415", "fingerprint" : "469b99827ad4f2ff284de084fc6df2f0e8841ffb36d96300dd50fcca0b4e130f", "source" : "smartrecruiters", "language" : "de", "applyUrl" : "https://jobs.smartrecruiters.com/DeloitteAT/744000132235110-berufseinsteiger-in-all-genders-steuerberatung-fokus-transfer-pricing-moglich-in-linz-oder-steyr", "externalId" : "744000132235110", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Linz", "state" : "Upper Austria", "country" : "Austria", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "48.3059078,14.2861980" }, { "city" : "Steyr", "state" : "Upper Austria", "country" : "Austria", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "48.0390046,14.4191276" } ], "locationText" : "Linz, Upper Austria, Austria; Steyr, Upper Austria, Austria", "employmentType" : "PART_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "entry", "professionalSkills" : [ "Tax optimization", "Tax compliance", "Accounting" ], "hardSkillsList" : [ "Tax law", "Corporate law", "Business administration" ], "hardSkills" : [ { "name" : "Tax law", "level" : "intermediate" }, { "name" : "Corporate law", "level" : "intermediate" }, { "name" : "Business administration", "level" : "intermediate" } ], "majorSkills" : "Tax consulting, Transfer Pricing", "majorSkillsList" : [ "Tax consulting", "Transfer Pricing" ], "coreResponsibilities" : "Process daily tax issues, Advise international clients, Prepare tax returns, Prepare annual financial statements, Draft legal opinions, Assist with tax compliance, Support accounting, Process corporate law issues, Process business administration issues, Draft concepts for tax-optimal group structures, Handle correspondence with clients, Handle correspondence with authorities", "teamCollaboration" : "Work with teams", "domainKnowledge" : "Tax law; Corporate law; Accounting; Transfer Pricing", "domainList" : [ "tax-law", "corporate-law", "accounting", "transfer-pricing" ], "domainSpecificKnowledge" : [ "Tax law", "Corporate law", "Accounting", "Transfer Pricing" ], "communicationSkills" : "Client correspondence; Authority correspondence", "continuousLearning" : "Training programs; Support for Steuerberaterprüfung", "problemSolvingSkills" : "Analytical; Structured; Goal-oriented", "qualificationsBasic" : "Studied Betriebswirtschaft, Studied Rechtswissenschaften, Studied Wirtschaftsrecht, Completed studies recently, First internships or professional experience", "qualificationsPreferred" : "Specialization in Konzernsteuerrecht/Transfer Pricing", "remoteFriendly" : false, "workSiteFlexibility" : "Flexible", "rawDescription" : "Deloitte Österreich ist der führende Anbieter von Professional Services. Das gelingt uns mit unseren rund 1.900 engagierten Mitarbeiterinnen und Mitarbeitern an 17 Standorten, die Unternehmen und Institutionen in verschiedenen Bereichen betreuen. Wir schätzen die Vielfalt unserer Mitarbeitenden und sehen sie als essenziellen Schlüssel für Innovation und Erfolg. Deshalb setzen wir uns dafür ein, dass bei uns jede:r die gleichen Chancen erhält. Starte jetzt deine Karriere in der Steuerberatung beim größten Steuerberater Österreichs und arbeite gemeinsam mit einem unserer Teams (In Steyr ist es auch möglich sich auf den Bereich Konzernsteuerrecht/Transfer Pricing zu spezialisieren) an spannenden steuerrechtlichen Fragestellungen. Tauche ein in die Welt der Steuerberatung und lege mit uns den Grundstein für deinen Karriereweg. Was dich erwartet: * Du bearbeitest steuerliche Tagesfragen und berätst (inter)nationale Kund:innen in Hinblick auf Steueroptimierungen * Mit unserem Team erstellst du Steuererklärungen sowie Jahresabschlüsse und verfasst Stellungnahmen * In diesem Team hast du die Möglichkeit bei Tax Compliance-Themen mitzuarbeiten sowie im Bereich Bilanzierung zu unterstützen * Durch die Bearbeitung gesellschaftsrechtlicher und betriebswirtschaftlicher Frage- und Problemstellungen im Zuge von Spezialprojekten (z.B. Mitgestaltung von Konzepten für steueroptimale Konzernstrukturierungen) erweiterst du deinen Horizont * Schriftverkehr mit Kund:innen und Behörden rundet deinen Arbeitsalltag ab Qualifikationen * Du studierst Betriebswirtschaft (Schwerpunkt Steuerrecht und/oder Rechnungswesen), Rechtswissenschaften oder Wirtschaftsrecht oder hast dein Studium vor kurzem abgeschlossen * Du bringst idealerweise bereits erste Praktika- oder Berufserfahrung mit * Eine analytische, strukturierte und zielorientierte Handlungsweise zeichnet dich aus * Du arbeitest gerne im Team und hast Freude an Weiterbildung * Du verfügst über sehr gute Deutsch- und Englischkenntnisse Erfüllst du nicht alle genannten Kriterien? Kein Problem! Uns ist bewusst, dass nicht jede:r alle Anforderungen erfüllen kann, deshalb sind wir bereit, in deine Entwicklung zu investieren. Zusätzliche Informationen Jahresbruttogehalt mit abgeschlossenem Studium ab € 44.100 (Level Associate, nicht All In). Deine Vergütung orientiert sich selbstverständlich an deiner individuellen Qualifikation und positionsrelevanten Berufserfahrung. Darüber hinaus erwarten dich attraktive Zusatzleistungen und Benefits. Make an impact that matters. \uD83D\uDC9A Wir ermutigen dich, neue Verantwortungen zu übernehmen, dich aktiv in spannende Projekte einzubringen und wertvolle Erfahrungen zu sammeln. Im Gegenzug bieten wir dir exzellente Trainingsprogramme sowie attraktive Förderungen in Zusammenhang mit der Steuerberaterprüfung , um deine Karriereziele zu erreichen und dein volles Potenzial zu entfalten. Unsere Unternehmenskultur ist geprägt von starkem Zusammenhalt und unseren gemeinsamen Werten. Dabei ist uns das Wellbeing unserer Mitarbeitenden besonders wichtig. Außerdem bieten wir flexible Arbeitszeiten (4-Tage-Woche möglich) sowie die Möglichkeit im Home Office oder im Büro vor Ort zu arbeiten. Auf deine Bewerbung freut sich : [Manuel Maderthaner](https://www.linkedin.com/in/manuel-maderthaner/), Tel.: +43 1 53700-2561 Für Fragen oder konkrete Unterstützung zur Barrierefreiheit wende dich bitte an [barrierefreiheit@deloitte.at](mailto:barrierefreiheit@deloitte.at). Focus on: Steuerberatung, Transfer Pricing, Beratung, Steyr, Linz, Oberösterreich, Teilzeit oder Vollzeit", "summaryDescription" : "Berufseinsteiger:in (all genders) Steuerberatung (Fokus Transfer Pricing möglich) at Deloitte. Skills: Tax consulting, Transfer Pricing. Process daily tax issues. Advise international clients", "postedDate" : "2026-06-15T15:35:17.000", "createdAt" : "2026-06-16T00:11:56.290", "lastUpdated" : "2026-06-16T08:05:34.415", "ingestTimestamp" : "2026-06-16T00:11:56.290", "mongoId" : "6a306844f292fd229cfc2f21", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Tax law", "Corporate law", "Business administration", "Tax consulting", "Transfer Pricing", "Tax optimization", "Tax compliance", "Accounting", "Steuerberaterprüfung" ], "skillCount" : 9, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Entry", "dataQualityScore" : 1.0, "_score" : 296.33313, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c79c674d8ee00a0943129", "title" : "Client Services Supervisor", "company" : "SPS-North America", "industry" : "Retail", "salary" : { "min" : 23.0, "max" : 24.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Denver, Colorado, United States", "locations" : [ "Denver", "Colorado", "United States" ], "timestamp" : "2026-06-15T05:24:27.321", "fingerprint" : "8a48b80c1c7c4feddf6c0eb8a4878e672713db6974fd4a6e61c2754d817eb471", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/spsnorthamerica/jobs/5255583008", "externalId" : "5255583008", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Denver", "state" : "Colorado", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "39.7392364,-104.9848620" } ], "locationText" : "Denver, Colorado, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "High School", "experienceMinYears" : 3, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "professionalSkills" : [ "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Operational metrics", "Resource planning", "Continuous improvement", "Customer service skills" ], "hardSkillsList" : [ "Scheduling staff", "Staff training", "Staff coaching", "Performance discussions" ], "softSkillsList" : [ "Leadership", "Diplomacy" ], "hardSkills" : [ { "name" : "Scheduling staff", "level" : "intermediate" }, { "name" : "Staff training", "level" : "intermediate" }, { "name" : "Staff coaching", "level" : "intermediate" }, { "name" : "Performance discussions", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Diplomacy" } ], "majorSkills" : "Daily service delivery, Client contact, Staff oversight", "majorSkillsList" : [ "Daily service delivery", "Client contact", "Staff oversight" ], "coreResponsibilities" : "Ensure scheduling accuracy, Meet client needs, Ensure sites operational, Understand SOPs, Train staff, Coach staff, Communicate professionally, Communicate precisely, Communicate concisely, Conduct performance discussions, Attend meetings, Take on projects, Improve operations quality, Report escalations", "teamCollaboration" : "Cross-functional teams; Client Service Manager", "projectManagementSkills" : [ "Project management" ], "domainKnowledge" : "Retail operations", "domainList" : [ "retail-operations" ], "domainSpecificKnowledge" : [ "Retail operations" ], "communicationSkills" : "Verbal communication; Written communication; Presentation skills; Interpersonal skills", "continuousLearning" : "Learning new skills; Develop skills", "innovationCreativity" : "Expand operations; Improve operations", "specialRequirements" : "Good attendance, Punctuality, Local travel up to 25%, Grasp, lift, carry packages, Walk, bend, kneel, stand, Sit for extended period, Operate office machinery, Talk on phone, Input data simultaneously, Lift or move 40 lbs, Close vision, Distance vision, Adjust focus, Match colors", "qualificationsBasic" : "High School Diploma, 3–5+ years supervisory experience, 5-10 employees management, Build business relationships, Interact with executives, Solid understanding selling skills, Exceptional computer skills", "qualificationsPreferred" : "Bachelor’s Degree or higher, Industry related experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Client Services Supervisor \uD83D\uDCCD Denver, CO 80202 On site SPS Global is seeking candidates with supervisory or leadership experience in a similar operational environment. The position is responsible for daily service delivery, coaching, scheduling, performance management, employee development. and strict adherence to all SPS policies. The CSS will act as the primary daily client contact in correlation with the Client Service Manager. While overseeing the staff onsite for all supervisory functions required. Reports to: Client Service Manager What You’ll Do: · Extremely good attendance and punctuality on-site is essential for this role. · Ensuring scheduling of staff is accurate and meets clients' needs · Ensuring sites are up and running per the service level agreement with our client, focused on retail · In-depth understanding of staff's standard operating procedures · Light training/coaching of staff · Consistent and professional verbal and written communication · Precise and concise communications to staff and manager · Professional development and performance discussions with staff · Regularly attend meetings and taking on projects to expand and improve the quality of operations · Reporting all escalations out of scope to the client service manager Competencies: · Results-oriented · Driven by client satisfaction. · Strong integrity, solid business ethics. · Excellent presentation and interpersonal skills. · Excellent English written and oral communication skills. · Expert in customer service skills, professional attitude and appearance. · Good organizational skills. What We’re Looking For Required · High School Diploma (or equivalent) required. Bachelor’s Degree or higher preferred. · 3–5+ years of supervisory or leadership experience, preferably in a similar operational environment · Previous management/ supervisor experience overseeing 5-10 employees. · Ability to build business relationships and interact effectively with “C” level executives. · Solid understanding of selling skills. · Exceptional computer skills. · Industry related experience a plus. · Driven by client satisfaction, with proven track record of diplomacy and ownership. · Strong integrity, solid business ethics. · Strong team approach to account management. Physical Demands: · Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. · Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. · Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.). · Physically able to talk on the phone and input data simultaneously. · Ability to lift or move 40 lbs. or greater frequently. · Specific vision abilities required by this job include close vision, distance vision, ability to adjust focus and ability to match or may include detection of differences between colors, including shades of color and brightness. Travel: Some local travel is required for this position. Approximately up to 25%. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. Our company uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range $23.75—$24.50 USD WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities! Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do! We Recognize Talent: We offer a variety of recognition programs for all levels of employees! Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting \"Submit Application\", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.", "summaryDescription" : "Client Services Supervisor at SPS-North America. Skills: Daily service delivery, Client contact, Staff oversight. Ensure scheduling accuracy. Meet client needs", "postedDate" : "2026-06-13T20:30:54.854", "createdAt" : "2026-06-13T20:30:54.854", "lastUpdated" : "2026-06-15T05:24:27.321", "ingestTimestamp" : "2026-06-13T20:30:54.854", "mongoId" : "6a2c79c674d8ee00a0943129", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 47840, "salaryAnnualMax" : 49920, "salaryBand" : "30k-50k", "hasSalary" : true, "allSkills" : [ "Scheduling staff", "Staff training", "Staff coaching", "Performance discussions", "Leadership", "Diplomacy", "Daily service delivery", "Client contact", "Staff oversight", "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Operational metrics", "Resource planning", "Continuous improvement", "Customer service skills", "Project management", "Retail operations" ], "skillCount" : 19, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Manager", "dataQualityScore" : 1.0, "_score" : 295.00186, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Retail", "llmIndustryConfidence" : 0.95 }, { "id" : "69cf26132beec4dd3d90b56a", "title" : "Transfer Center RN", "company" : "Tampa General Hospital", "industry" : "Healthcare", "salary" : { "min" : 70000.0, "max" : 95000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for RNs in Tampa, Florida, adjusted for mid-seniority and healthcare industry standards." }, "location" : "United States-Florida-Tampa", "locations" : [ "United States-Florida-Tampa", "
TGH Main Campus (TGHMAIN)
1 Tampa General Circle

Tampa, 33601

" ], "certifications" : [ "Registered Nurse by the State of Florida" ], "timestamp" : "2026-06-16T03:13:36.882", "fingerprint" : "acbcd1b791177a826987466ab2c47b093634aad298ba12750f9d40bd2987555f", "source" : "taleo", "language" : "en", "applyUrl" : "https://tgh.taleo.net/careersection/ex/jobdetail.ftl?job=675005", "externalId" : "675005", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Tampa", "state" : "Florida", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "27.9449854,-82.4583107" } ], "locationText" : "Tampa, Florida, United States", "experienceMinYears" : 2, "professionalSkills" : [ "Patient advocacy", "Clinical data gathering", "Triage calls" ], "hardSkillsList" : [ "Nursing practice" ], "hardSkills" : [ { "name" : "Nursing practice", "level" : "intermediate" } ], "majorSkills" : "Patient transfer, Critical care triage", "majorSkillsList" : [ "Patient transfer", "Critical care triage" ], "coreResponsibilities" : "Evaluate appropriateness for admission/transfer, Gather clinical data, Triage phone calls, Connect appropriate specialty services, Facilitate admission expeditiously, Triage critically ill patient transfers, Facilitate critically ill patient transfers", "domainKnowledge" : "Medical presentation; Level Trauma Center; Level III NICU", "domainList" : [ "medical-presentation", "level-trauma-center", "level-iii-nicu" ], "domainSpecificKnowledge" : [ "Medical presentation", "Level Trauma Center", "Level III NICU" ], "documentationSkills" : "Clinical documentation", "qualificationsBasic" : "Graduate of accredited School of licensure, Two (2) years' nursing practice", "qualificationsPreferred" : "Critical Care experience preferred, Case Management experience preferred, Call Center experience preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : " Under the direction of the CareComm Operation Manager, the Transfer Center RN will be responsible for evaluating the appropriateness for admission/transfer to Tampa General Hospital based on medical presentation. The Transfer Center RN will be responsible for gathering clinical data, triaging phone calls, connecting the appropriate specialty services. After acceptance, the Transfer Center RN will be responsible for acting as a patient advocate in facilitating admission expeditiously. As the region’s only Level I Trauma/Burn Center and one of the few with a Level III NICU, the Transfer Center RN must be able to appropriately triage and facilitate critically ill patient transfers. Graduate of accredited School of Nursing; licensure to practice as a Registered Nurse by the State of Florida. Two (2) years' nursing practice. Critical Care, Case Management or Call Center experience preferred. Tampa", "summaryDescription" : "Transfer Center RN at Tampa General Hospital. Skills: Patient transfer, Critical care triage. Evaluate appropriateness for admission/transfer. Gather clinical data", "createdAt" : "2026-06-14T19:47:36.994", "lastUpdated" : "2026-06-16T03:13:36.882", "ingestTimestamp" : "2026-06-14T19:47:36.994", "mongoId" : "69cf26132beec4dd3d90b56a", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 70000, "salaryAnnualMax" : 95000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Nursing practice", "Patient transfer", "Critical care triage", "Patient advocacy", "Clinical data gathering", "Triage calls", "Medical presentation", "Level Trauma Center", "Level III NICU", "Registered Nurse by the State of Florida" ], "skillCount" : 10, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 0.6666667, "_score" : 294.77264, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Healthcare", "llmIndustryConfidence" : 0.95 }, { "id" : "6a305640f292fd229cf264fe", "title" : "Content Operations Team Leader", "company" : "Delivery Hero", "industry" : "Internet", "salary" : { "min" : 45000.0, "max" : 65000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for E-Commerce in Neo Irakleio, Greece, adjusted for Lead seniority and full-time employment." }, "location" : "Neo Irakleio, GR", "locations" : [ "Neo Irakleio", "GR" ], "timestamp" : "2026-06-16T07:25:55.511", "fingerprint" : "4240581362cd10ffcd89d2e4faa68bbbfc63a7b8071be20829da0fc744bfa839", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/DeliveryHero/744000132130709-content-operations-team-leader", "externalId" : "744000132130709", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Neo Irakleio", "state" : "Attica", "country" : "Greece", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "38.0522668,23.7671520" } ], "locationText" : "Neo Irakleio, Attica, Greece", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "professionalSkills" : [ "People management", "Operational oversight", "Strategic thinking" ], "hardSkillsList" : [ "Performance feedback", "Task assignment", "Prioritization", "Resource allocation" ], "hardSkills" : [ { "name" : "Performance feedback", "level" : "intermediate" }, { "name" : "Task assignment", "level" : "intermediate" }, { "name" : "Prioritization", "level" : "intermediate" }, { "name" : "Resource allocation", "level" : "intermediate" } ], "majorSkills" : "Team Leadership, Operational Oversight, Issue Resolution", "majorSkillsList" : [ "Team Leadership", "Operational Oversight", "Issue Resolution" ], "coreResponsibilities" : "Lead team of editorial agents, Create vendor catalogues, Maintain vendor catalogues, Oversee store onboarding, Oversee store 'Go-Live', Set structure for daily activities, Set priorities for daily activities, Set direction for daily activities, Define clear workflows, Handle high volume editorial tasks, Deliver high standard of service, Manage daily task assignment, Manage daily task prioritization, Allocate resources to duties, Act as point of contact for escalated cases, Act as point of contact for complex catalog, Act as point of contact for vendor complaints, Use data to identify patterns, Use data to measure performance, Use data to propose improvements, Develop ideas to improve editorial processes, Develop initiatives to improve editorial processes, Elevate vendor satisfaction, Connect internal goals to vendor journey, Improve tools with Product team, Improve processes with Product team, Improve vendor experience with Product team, Improve tools with Sales team, Improve processes with Sales team, Improve vendor experience with Sales team, Improve tools with Marketing team, Improve processes with Marketing team, Improve vendor experience with Marketing team, Improve tools with other teams, Improve processes with other teams, Improve vendor experience with other teams", "teamCollaboration" : "Work with other team leads; Work with Product team; Work with Sales team; Work with Marketing team; Work with other teams", "domainKnowledge" : "Vendor catalogues; Editorial operations", "domainList" : [ "vendor-catalogues", "editorial-operations" ], "domainSpecificKnowledge" : [ "Vendor catalogues", "Editorial operations" ], "communicationSkills" : "Performance feedback", "continuousLearning" : "Online training platform", "problemSolvingSkills" : "Issue resolution; Complex catalog issues", "outcomesObjectives" : "Consistently meet KPIs for quality; Consistently meet KPIs for productivity", "qualificationsBasic" : "1-2+ years leading operational team, Demonstrated ability to coach, Demonstrated ability to motivate, Demonstrated ability to manage teams, Analytical skills, Experience with performance metrics, Experience with KPIs, Excellent problem-solving skills, Highly organized, Adaptable, Able to multitask, Collaborative mindset, Excellent communication skills (Greek & English)", "qualificationsPreferred" : "Experience leading content team, Experience leading sales operations, Experience leading customer operations", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "efood is part of the Delivery Hero Group, the world’s pioneering local delivery platform, our mission is to deliver an amazing experience—fast, easy, and to your door. We operate in around 65 countries worldwide. Headquartered in Berlin, Germany. Delivery Hero has been listed on the Frankfurt Stock Exchange since 2017 and is part of the MDAX stock market index. As our Content Team Lead, you will be responsible for leading the team that creates and maintains vendor catalogues on our platform, including their content, menus, and photos. You will work closely with other team leads to cultivate a high-quality standard of service for our vendor partners in Greece and Cyprus, while also overseeing the end-to-end onboarding and 'Go-Live' phase for all new stores. This is a key leadership role where you’ll combine strategic thinking, people management, and operational oversight to drive efficiency and quality across the editorial operation. What you'll do: * Team Leadership & Coaching Lead a team of 15+ editorial agents and senior agents. Create an environment of trust, development, and empowerment. Provide ongoing performance feedback and ensure your team consistently meets KPIs related to quality and productivity * Operational Oversight Set structure, priorities, and direction for the team’s daily activities. Define clear workflows and ensure the team can efficiently handle a high volume of editorial tasks while delivering a high standard of service * Shift Management Manage daily task assignment and prioritization, ensuring the right resources are allocated to the right duties at the right time * Issue Resolution Act as a point of contact for escalated cases, complex catalog issues, and vendor complaints that require senior attention * Data Driven Management Use data to identify patterns, measure performance, and propose improvements. You understand how insights can transform operations and lead to strategic decisions * Strategy & Cross-Functional Collaboration Develop ideas and initiatives to improve editorial processes and elevate vendor satisfaction. You'll connect the dots between our internal goals and the broader vendor journey. Work closely with Product, Sales, Marketing, and other teams to improve tools, processes, and the overall vendor experience ## Qualifications * 1-2+ years of experience leading an operational team, ideally in content, sales or customer operations * Demonstrated ability to coach, motivate, and manage high-performing teams * Strong analytical skills and experience working with performance metrics and KPIs * Excellent problem-solving skills and attention to detail * Highly organized, adaptable, and able to multitask in a fast-paced environment * Collaborative mindset with excellent communication skills (Greek & English) * A proactive, positive, and results-driven attitude ## Additional Information * We recognize good work and we want our people to feel appreciated! That’s why we offer an attractive remuneration package for what you bring in! \uD83D\uDCB0 * We share a passion for food, so you will certainly appreciate the ticket restaurant card \uD83D\uDCB3 to spend in restaurants and/or food supplies. We are efooders after all! * We take care of you with Private Medical & Life Insurance from day #1 to keep you healthy and safe! \uD83C\uDF4E * We prioritize your mental health \uD83E\uDDE0 and offer round-the-clock access to an online mental health platform. You can schedule unlimited therapy sessions with certified psychologists and coaching sessions with experienced coaches. * We want you to grow with us \uD83D\uDE80 ! And to help you keep improving, we provide you access to our online training platform where you can study \uD83D\uDCD6 topics for your personal and professional growth! * Are you a cappuccino lover ☕? Do you desperately want a cookie? Our inhouse cafeteria got you covered! * If you want to stay in shape \uD83C\uDFCB️ , our in-house gym awaits you fully equipped! * We are passionate about exploring, growing & learning and our Global Mobility plan is created to help our people find their purpose around the world! \uD83C\uDF0E * Saving for the future? We’ve got your back! Our Pension Plan helps you invest in tomorrow while you enjoy today! \uD83D\uDCBC Life @efood: At efood, no day is the same as the day before! At efood, we constantly have chances to raise the bar improving, innovating, and challenging ourselves to grow! \uD83C\uDFD4️ We take ownership of what we do, embracing challenges, and making things happen! ✔️ We move with pace to deliver value fast, which keeps us ahead, always balancing speed with quality! \uD83D\uDE80 We stay humble ❤️ as we grow and dive deep\uD83D\uDD0D in situations, asking questions & exploring beyond the surface to get the best solutions! We bring good vibes by lifting each other up, focusing on what’s possible, and being the kind of teammate everyone wants on their side! \uD83D\uDE4F We’re a fast-growing, dynamic team where every efooder has the opportunity to shine, grow, and be part of something exciting. At efood, your success is defined by both results and behaviors. We hire for excellence in craft and for the Leadership Principles that shape how we think, decide, and collaborate. What you achieve matters and how you achieve it defines us. Together, they move the business forward and deliver great experiences.Learn more about our Leadership Principles[ here](https://careers.deliveryhero.com/efood). efood collects and processes personal data in accordance with applicable data protection laws. If you are a European Job Applicant see the privacy notice for further details.", "summaryDescription" : "Content Operations Team Leader at Delivery Hero. Skills: Team Leadership, Operational Oversight, Issue Resolution. Lead team of editorial agents. Create vendor catalogues", "postedDate" : "2026-06-15T07:35:23.000", "createdAt" : "2026-06-15T23:42:12.151", "lastUpdated" : "2026-06-16T07:25:55.511", "ingestTimestamp" : "2026-06-15T23:42:12.151", "mongoId" : "6a305640f292fd229cf264fe", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Performance feedback", "Task assignment", "Prioritization", "Resource allocation", "Team Leadership", "Operational Oversight", "Issue Resolution", "People management", "Operational oversight", "Strategic thinking", "Vendor catalogues", "Editorial operations" ], "skillCount" : 12, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Lead", "dataQualityScore" : 1.0, "_score" : 294.35242, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "E-Commerce", "llmIndustryConfidence" : 0.95 }, { "id" : "6a307f3bf292fd229c056bc3", "title" : "Client Services Associate", "company" : "Global Elite Empire Consultants", "industry" : "Global Elite Empire Consultants", "salary" : { "min" : 95000.0, "max" : 135000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Lead Client Services Associate in Nashua, New Hampshire, adjusted for the consulting industry and remote work." }, "location" : "Nashua, New Hampshire", "locations" : [ "Nashua, New Hampshire" ], "timestamp" : "2026-06-16T11:13:26.383", "fingerprint" : "82ffd3e1455b50cd43a4bb54bf1e84d66c71c20efad60bf27b509520d6b7efce", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/globalelitecareers/4f6bbd5b-5a4e-420b-ba0b-0064741ce627/apply", "externalId" : "4f6bbd5b-5a4e-420b-ba0b-0064741ce627", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Nashua", "state" : "New Hampshire", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "remote", "geo" : "42.7656251,-71.4677032" } ], "locationText" : "Nashua, New Hampshire, United States", "coreResponsibilities" : "Deliver exceptional customer service experiences, Lead and inspire teams to achieve outstanding results, Pursue professional growth and development, Advance career in client service leadership", "communicationSkills" : "Interpersonal skills", "continuousLearning" : "Mentorship opportunities; Professional growth and development", "qualificationsBasic" : "Exceptional customer service experiences, Communication and interpersonal skills, Ability to lead and inspire teams, Desire to pursue professional growth", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "## Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. Perks Include: 1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. 2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. 3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications: • Dedication to delivering exceptional customer service experiences. • Strong communication and interpersonal skills. • Ability to lead and inspire teams to achieve outstanding results. • Desire to pursue professional growth and development while maintaining a healthy work-life balance. If you’re ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career! *All interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)", "summaryDescription" : "Client Services Associate at Global Elite Empire Consultants. Deliver exceptional customer service experiences. Lead and inspire teams to achieve outstanding results", "postedDate" : "2026-06-15T21:34:44.411", "createdAt" : "2026-06-15T21:34:44.411", "lastUpdated" : "2026-06-16T11:13:26.383", "ingestTimestamp" : "2026-06-16T03:25:38.506", "mongoId" : "6a307f3bf292fd229c056bc3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 135000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Lead", "dataQualityScore" : 0.6666667, "_score" : 294.22757, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.92 }, { "id" : "6a0ba70e1663d49372f9c327", "title" : "Transfer Agency and Intermediary Oversight, AVP", "company" : "State Street Investment Management Company", "industry" : "Asset Management", "salary" : { "min" : 70000.0, "max" : 130000.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Boston, Massachusetts", "locations" : [ "Boston, Massachusetts", "United States of America" ], "timestamp" : "2026-05-19T03:58:34.033", "fingerprint" : "a702f9e4e36b899b2a2b0a95358aaa61f6350c0520c351aa0a6c0bdb32b0ddd9", "source" : "workday", "language" : "en", "applyUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Boston-Massachusetts/Transfer-Agency-and-Intermediary-Oversight--AVP---State-Street-Investment-Management_R-789248", "externalId" : "R-789248", "industryFunction" : { }, "locationPoint" : "7.87111,126.36417", "structuredLocations" : [ { "city" : "Boston", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite" } ], "locationText" : "Boston, Massachusetts, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's degree", "experienceMinYears" : 5, "experienceMaxYears" : 8, "experienceLevel" : "Mid", "technicalSkills" : "DTCC/Mutual Fund Profile II, DST Vision", "professionalSkills" : [ "Transfer Agency and Intermediary Oversight", "Financial Intermediary Operations", "Governance Standards", "Continuous Improvement", "Operational Priorities", "12(b)-1", "Shareholder Servicing", "Revenue Share", "Intermediary Contracts", "Servicing Discussions", "Intermediary Set ups", "In-kind trades" ], "hardSkillsList" : [ "Transfer Agency Oversight", "Call center oversight", "Blue sky oversight", "22c2 oversight", "NSCC trade activity oversight", "Monthly/quarterly statements oversight", "Tax forms oversight", "Daily cap stock activity oversight", "Foreign accounts oversight", "Fulfillment oversight", "Escheatment oversight", "Quarterly and annual due diligence reviews", "Review of monthly/quarterly Financial Intermediary payments", "Annual intermediary oversight activity", "Quarterly meetings", "Intermediary round table discussions", "Cross-functional working group participation", "Facilitate and review financial intermediary contracts", "Contract amendments", "Coordinate Intermediary set ups with transfer agents", "Prepare quarterly board reporting", "Client Service liaison", "Implement and complete set up of new product offerings", "Monitor and update intermediary portals", "Manage end to end process for all in-kind trades", "Reconciliation", "Exception handling", "Documentation" ], "softSkillsList" : [ "Client-first mindset", "Disciplined oversight", "Client focus and accountability", "Own outcomes", "Communicate clearly", "Escalate issues early", "Risk mindset", "Operate with control discipline", "Sound judgment", "Respect for governance", "Partnership", "Work effectively across functions and with service providers", "Deliver excellent results", "Continuous improvement", "Simplify", "Standardize", "Use data to drive better processes and reporting", "Operational excellence", "Attention to detail", "Follow-through", "Bias for timely, accurate execution" ], "hardSkills" : [ { "name" : "Transfer Agency Oversight", "level" : "intermediate" }, { "name" : "Call center oversight", "level" : "intermediate" }, { "name" : "Blue sky oversight", "level" : "intermediate" }, { "name" : "22c2 oversight", "level" : "intermediate" }, { "name" : "NSCC trade activity oversight", "level" : "intermediate" }, { "name" : "Monthly/quarterly statements oversight", "level" : "intermediate" }, { "name" : "Tax forms oversight", "level" : "intermediate" }, { "name" : "Daily cap stock activity oversight", "level" : "intermediate" }, { "name" : "Foreign accounts oversight", "level" : "intermediate" }, { "name" : "Fulfillment oversight", "level" : "intermediate" }, { "name" : "Escheatment oversight", "level" : "intermediate" }, { "name" : "Quarterly and annual due diligence reviews", "level" : "intermediate" }, { "name" : "Review of monthly/quarterly Financial Intermediary payments", "level" : "intermediate" }, { "name" : "Annual intermediary oversight activity", "level" : "intermediate" }, { "name" : "Quarterly meetings", "level" : "intermediate" }, { "name" : "Intermediary round table discussions", "level" : "intermediate" }, { "name" : "Cross-functional working group participation", "level" : "intermediate" }, { "name" : "Facilitate and review financial intermediary contracts", "level" : "intermediate" }, { "name" : "Contract amendments", "level" : "intermediate" }, { "name" : "Coordinate Intermediary set ups with transfer agents", "level" : "intermediate" }, { "name" : "Prepare quarterly board reporting", "level" : "intermediate" }, { "name" : "Client Service liaison", "level" : "intermediate" }, { "name" : "Implement and complete set up of new product offerings", "level" : "intermediate" }, { "name" : "Monitor and update intermediary portals", "level" : "intermediate" }, { "name" : "Manage end to end process for all in-kind trades", "level" : "intermediate" }, { "name" : "Reconciliation", "level" : "intermediate" }, { "name" : "Exception handling", "level" : "intermediate" }, { "name" : "Documentation", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Client-first mindset" }, { "name" : "Disciplined oversight" }, { "name" : "Client focus and accountability" }, { "name" : "Own outcomes" }, { "name" : "Communicate clearly" }, { "name" : "Escalate issues early" }, { "name" : "Risk mindset" }, { "name" : "Operate with control discipline" }, { "name" : "Sound judgment" }, { "name" : "Respect for governance" }, { "name" : "Partnership" }, { "name" : "Work effectively across functions and with service providers" }, { "name" : "Deliver excellent results" }, { "name" : "Continuous improvement" }, { "name" : "Simplify" }, { "name" : "Standardize" }, { "name" : "Use data to drive better processes and reporting" }, { "name" : "Operational excellence" }, { "name" : "Attention to detail" }, { "name" : "Follow-through" }, { "name" : "Bias for timely, accurate execution" } ], "majorSkills" : "Transfer Agency Oversight, Intermediary Oversight, Financial Intermediary Payments Review, Governance and Risk Management, Board Reporting", "majorSkillsList" : [ "Transfer Agency Oversight", "Intermediary Oversight", "Financial Intermediary Payments Review", "Governance and Risk Management", "Board Reporting" ], "coreResponsibilities" : "Manage day-to-day mutual fund operations overseeing multiple Transfer Agents, Assist in the review of monthly/quarterly Financial Intermediary payments, Assist with annual intermediary oversight activity, Facilitate and review financial intermediary contracts, Prepare quarterly board reporting, Work with transfer agents to implement and complete set up of new product offerings, Monitor and update DTCC/ Mutual Fund Profile II and monitor other intermediary portals, Manage end to end process for all in-kind trades", "teamCollaboration" : "Partner with many of the world’s largest, most sophisticated investors and financial intermediaries; Partner across internal teams, transfer agents, and intermediaries; Work effectively across functions and with service providers", "domainKnowledge" : "Transfer Agency; Financial Intermediary Operations; Mutual Funds; Cash/Liquidity Products; ETFs; Interval Funds; Alternative Structures", "domainList" : [ "transfer-agency", "financial-intermediary-operations", "mutual-funds", "cash-liquidity-products", "etfs", "interval-funds", "alternative-structures" ], "domainSpecificKnowledge" : [ "Transfer Agency", "Financial Intermediary Operations", "Mutual Funds", "Cash/Liquidity Products", "ETFs", "Interval Funds", "Alternative Structures" ], "toolProficiency" : [ "DTCC/Mutual Fund Profile II", "DST Vision", "Financial Intermediary portals" ], "communicationSkills" : "verbal and written communication; interpersonal skills; Communicate clearly; Ability to produce clear, board-ready reporting", "documentationSkills" : "document controls", "continuousLearning" : "inclusive development opportunities", "problemSolvingSkills" : "Anticipate issues; Drive timely resolution", "outcomesObjectives" : "Ensure governance standards are met; Drive continuous improvement for themselves, our team, and our business partners; Deliver excellent results; Drive better processes and reporting; Timely, accurate execution", "qualificationsBasic" : "5-8 years of experience, Demonstrated ability to oversee transfer agency and intermediary servicing activities end-to-end, anticipate issues, and drive timely resolution, knowledge of TA operating models and controls, including shareholder servicing (call center), account maintenance, 22c-2/large-trade reporting, statements/tax forms, escheatment, and periodic due diligence, Experience reviewing and validating financial intermediary payments (e. g. , 12b-1, shareholder servicing, revenue share), including reconciliation, exception handling, and documentation, governance and risk able to document controls, manage issues to closure, and support audit/exam readiness, Ability to produce clear, board-ready reporting and effectively partner across internal teams, transfer agents, and intermediaries", "qualificationsPreferred" : "Working knowledge of mutual funds and cash/liquidity products but also ETFs, interval funds and other alternative structures is a plus", "remoteFriendly" : true, "workSiteFlexibility" : "No", "rawDescription" : "We are looking for a Transfer Agency and Intermediary Oversight, AVP reporting to Fund’s Deputy Treasurer. We are seeking someone with significant transfer agency and financial intermediary operations experience who can join us as an AVP responsible for oversight and reporting of such operations. This individual will help develop operational priorities, ensure governance standards are met and drive continuous improvement for themselves, our team, and our business partners. The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. As the Transfer Agency and Intermediary Oversight, AVP you will: * Manage day-to-day mutual fund operations overseeing multiple Transfer Agents. Transfer Agent oversight includes: call center, blue sky, 22c2, manage, NSCC trade activity, monthly/quarterly statements, tax forms, daily cap stock activity, foreign accounts, fulfillment, escheatment, along with quarterly and annual due diligence reviews. * Assist in the review of monthly/quarterly Financial Intermediary payments for 12(b)-1, Shareholder Servicing and Revenue Share. * Assist with annual intermediary oversight activity, lead quarterly meetings, attend intermediary round table discussions and participate in our cross-functional working group. * Facilitate and review financial intermediary contracts, contract amendments, conduct servicing discussions with intermediaries and coordinate Intermediary set ups with transfer agents. * Prepare quarterly board reporting. * Client Service – assist as a point of contact/liaison with internal teams * Work with transfer agents to implement and complete set up of new product offerings. * Monitor and update DTCC/ Mutual Fund Profile II and monitor other intermediary portals. * Manage end to end process for all in-kind trades In this role, success comes from a strong client-first mindset, disciplined oversight, and a drive to improve how we operate—every day * Client focus and accountability—own outcomes, communicate clearly, and escalate issues early. * Strong risk mindset—operate with control discipline, sound judgment, and respect for governance. * Partnership—work effectively across functions and with service providers to deliver excellent results. * Continuous improvement—simplify, standardize, and use data to drive better processes and reporting. * Operational excellence—attention to detail, follow-through, and a bias for timely, accurate execution. **These skills will help you succeed in this role** * Demonstrated ability to oversee transfer agency and intermediary servicing activities end-to-end, anticipate issues, and drive timely resolution. * Strong knowledge of TA operating models and controls, including shareholder servicing (call center), account maintenance, 22c-2/large-trade reporting, statements/tax forms, escheatment, and periodic due diligence. * Experience reviewing and validating financial intermediary payments (e.g., 12b-1, shareholder servicing, revenue share), including reconciliation, exception handling, and documentation. * Strong governance and risk mindset; able to document controls, manage issues to closure, and support audit/exam readiness. * Ability to produce clear, board-ready reporting and effectively partner across internal teams, transfer agents, and intermediaries. **Education & Preferred Qualifications** * Bachelor’s degree * 5-8 years of experience * Strong verbal and written communication and interpersonal skills * Knowledge of and experience with DTCC/Mutual Fund Profile II, DST Vision and Financial Intermediary portals * Working knowledge of mutual funds and cash/liquidity products but also ETFs, interval funds and other alternative structures is a plus. # About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on U.S. jobs at StateStreet.com/careers **Salary Range:** $70,000 - $130,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Transfer Agency and Intermediary Oversight, AVP at State Street Investment Management Company. Skills: Transfer Agency Oversight, Intermediary Oversight, Financial Intermediary Payments Review, Governance and Risk Management, Board Reporting. Manage day-to-day mutual fund operations overseeing multiple Transfer Agents. Assist in the review of monthly/quarterly Financial Intermediary payments", "postedDate" : "2026-04-28T03:41:27.271", "createdAt" : "2026-05-19T03:41:27.246", "lastUpdated" : "2026-05-19T03:58:34.033", "ingestTimestamp" : "2026-05-19T03:41:27.246", "mongoId" : "6a0ba70e1663d49372f9c327", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Boston-Massachusetts/Transfer-Agency-and-Intermediary-Oversight--AVP---State-Street-Investment-Management_R-789248", "salaryAnnualMin" : 70000, "salaryAnnualMax" : 130000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Transfer Agency Oversight", "Call center oversight", "Blue sky oversight", "22c2 oversight", "NSCC trade activity oversight", "Monthly/quarterly statements oversight", "Tax forms oversight", "Daily cap stock activity oversight", "Foreign accounts oversight", "Fulfillment oversight", "Escheatment oversight", "Quarterly and annual due diligence reviews", "Review of monthly/quarterly Financial Intermediary payments", "Annual intermediary oversight activity", "Quarterly meetings", "Intermediary round table discussions", "Cross-functional working group participation", "Facilitate and review financial intermediary contracts", "Contract amendments", "Coordinate Intermediary set ups with transfer agents", "Prepare quarterly board reporting", "Client Service liaison", "Implement and complete set up of new product offerings", "Monitor and update intermediary portals", "Manage end to end process for all in-kind trades", "Reconciliation", "Exception handling", "Documentation", "Client-first mindset", "Disciplined oversight", "Client focus and accountability", "Own outcomes", "Communicate clearly", "Escalate issues early", "Risk mindset", "Operate with control discipline", "Sound judgment", "Respect for governance", "Partnership", "Work effectively across functions and with service providers", "Deliver excellent results", "Continuous improvement", "Simplify", "Standardize", "Use data to drive better processes and reporting", "Operational excellence", "Attention to detail", "Follow-through", "Bias for timely, accurate execution", "Intermediary Oversight", "Financial Intermediary Payments Review", "Governance and Risk Management", "Board Reporting", "Transfer Agency and Intermediary Oversight", "Financial Intermediary Operations", "Governance Standards", "Continuous Improvement", "Operational Priorities", "12(b)-1", "Shareholder Servicing", "Revenue Share", "Intermediary Contracts", "Servicing Discussions", "Intermediary Set ups", "In-kind trades", "Transfer Agency", "Mutual Funds", "Cash/Liquidity Products", "ETFs", "Interval Funds", "Alternative Structures", "DTCC/Mutual Fund Profile II", "DST Vision", "Financial Intermediary portals" ], "skillCount" : 74, "jobCategory" : "other", "seniorityLevel" : "executive", "dataQualityScore" : 1.0, "_score" : 293.31784, "daysOld" : 21, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Asset Management" } ], "status" : 200, "message" : "OK", "pagination" : { "page" : 0, "limit" : 50, "totalCount" : 61802, "totalPages" : 1237, "hasNext" : true, "hasPrevious" : false } }

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