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Key Account Manager
Schneider Electric USA, Inc, Portland
Schneider Electric creates connected technologies that reshape industries, transform cities and enrich lives.Our 160,000+ employees thrive in more than 100 countries. From the simplest of switches to complex operational systems, our technology, software and services improve the way our customers manage and automate their operations. Help us deliver solutions that ensure Life Is On everywhere, for everyone and at every moment. https://youtu.be/4EtpkB0cuXE Great people make Schneider Electric a great company. What do you get to do in this position? This isn't about selling widgets. It's about creating bold, technological solutions for unique customer challenges, in collaboration with our engineers. Every day, you'll tackle a different challenge that ultimately brings us all closer to smarter homes, cities, facilities and grids. You'll be on the front lines of deploying the electrical infrastructure of the future. It involves listening to your customers and offering solutions that serve their long-term needs. Read our U.S. Country President's blog post on our customer-centric selling philosophy. This will give you more insight into how we approach the sales process. Every project and customer is different. Our customers have all kinds of life-altering challenges to solve. One customer might have a new wing of their hospital they need to supply with reliable and efficient power. Another customer might have a critical data center they operate for an emergency response agency. Our customers range across the spectrum of global commerce: residential and commercial buildings, data centers, industrial sites, and infrastructure. Across all of it, we make electricity greener, smarter, and more reliable. Learning every day is key. Our technology matures and our customers' needs change all the time. We work at the vanguard of the new energy landscape, which is getting more decentralized, digitalized, and decarbonized by the day. It's an exciting space that's taking on one of the biggest societal challenges of our time: sustainability. If you have an intellectual passion to continue learning, you'll fit right in. What Do You Do Every Day? Become a trusted advisor with Channel Partners, Regional Homebuilders and Residential Electrical Contractors to influence and guide the design of electrical distribution systems for single-family or multi-family applications. Solution sales comprised of load centers, metering, circuit breakers, surge protective devices, wiring devices, and connected home (prosumer) offers used to distribute, monitor and control a homeowner's electrical network. Connect Channel Partners to cutting-edge offers, applications and tools to enable commercial success. Consult with Owners, Inspectors, Branch Management, Channel Sales, and Contractors to bring awareness of Schneider Electric innovations to market. Work with a team of Business Development, National Homebuilder Team and National Retail Team, and other cross-functional professionals to deliver solutions that solve customer needs. Work with Homebuilders to drive awareness of local and national code requirements and influence specifications. Drive residential market strategy through multi-layered account plans. From pricing analytics to promotions to joint sales activities, this role serves as the lead interface for residential initiatives in the marketplace. Communicates Schneider Electric's Connected Home and Prosumer story to our Contractors and Homebuilders as it relates to the homeowner digital journey. Exceed sales and profitability metrics to assist in achieving Schneider Electric's ambitions for growth in assigned market. Who are we looking for? - This job might be for you if: Experience in relevant sales. A bachelor's degree in Business, Communications or Engineering is preferred. A combination of education and/or relevant experience will be considered. General understanding of the electrical distribution or residential industry preferred. Experience selling through distribution and to trade professionals. Experience with consultative sales methodologies. You are able to vertically influence multiple stakeholders throughout an organization, from business owners to installers. Take initiative. You see new customers as friends you have not met yet. Trend setter. You understand market dynamics and use data analytics to develop growth strategies. You learn every day. You are curious and have a passion for learning. You share that passion through coaching and training peers and customers. You believe customers are first. You possess interpersonal skills to interact effectively with customers of various technical abilities. You embrace different . Different is beautiful. You are highly collaborative and thrive in a matrix organization filled with diversity of backgrounds, experience and perspectives. You act like an owner. This is your company. You self-manage, multi-task, and achieve results in a fast-paced deadline driven environment. You dare to disrupt. Good should never good enough, so you make bets, act fast, and take risks but never at the expense of ethics or safety. You lead by influence to inspire both peers and partners. You are digitally savvy. You expand your digital competencies to increase both personal effectiveness and those of your customers. Why us?Schneider Electric is leading the digital transformation of energy management and automation. Our technologies enable the world to use energy in a safe, efficient and sustainable manner. We strive to promote a global economy that is both ecologically viable and highly productive.€25.7bn global revenue137 000+ employees in 100+ countries45% of revenue from IoT5% of revenue devoted for R&DYou must submit an online application to be considered for any position with us. This position will be posted until filledIt is the policy of Schneider Electric to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct. Concerning agencies: Schneider Electric does not accept unsolicited resumes and will not be responsible for fees related to such. Schneider Electric creates connected technologies that reshape industries, transform cities and enrich lives.Our 160,000+ employees thrive in more than 100 countries. From the simplest of switches to complex operational systems, our technology, software and services improve the way our customers manage and automate their operations. Help us deliver solutions that ensure Life Is On everywhere, for everyone and at every moment. https://youtu.be/4EtpkB0cuXE Great people make Schneider Electric a great company. What do you get to do in this position? This isn't about selling widgets. It's about creating bold, technological solutions for unique customer challenges, in collaboration with our engineers. Every day, you'll tackle a different challenge that ultimately brings us all closer to smarter homes, cities, facilities and grids. You'll be on the front lines of deploying the electrical infrastructure of the future. It involves listening to your customers and offering solutions that serve their long-term needs. Read our U.S. Country President's blog post on our customer-centric selling philosophy. This will give you more insight into how we approach the sales process. Every project and customer is different. Our customers have all kinds of life-altering challenges to solve. One customer might have a new wing of their hospital they need to supply with reliable and efficient power. Another customer might have a critical data center they operate for an emergency response agency. Our customers range across the spectrum of global commerce: residential and commercial buildings, data centers, industrial sites, and infrastructure. Across all of it, we make electricity greener, smarter, and more reliable. Learning every day is key. Our technology matures and our customers' needs change all the time. We work at the vanguard of the new energy landscape, which is getting more decentralized, digitalized, and decarbonized by the day. It's an exciting space that's taking on one of the biggest societal challenges of our time: sustainability. If you have an intellectual passion to continue learning, you'll fit right in. What Do You Do Every Day? Become a trusted advisor with Channel Partners, Regional Homebuilders and Residential Electrical Contractors to influence and guide the design of electrical distribution systems for single-family or multi-family applications. Solution sales comprised of load centers, metering, circuit breakers, surge protective devices, wiring devices, and connected home (prosumer) offers used to distribute, monitor and control a homeowner's electrical network. Connect Channel Partners to cutting-edge offers, applications and tools to enable commercial success. Consult with Owners, Inspectors, Branch Management, Channel Sales, and Contractors to bring awareness of Schneider Electric innovations to market. Work with a team of Business Development, National Homebuilder Team and National Retail Team, and other cross-functional professionals to deliver solutions that solve customer needs. Work with Homebuilders to drive awareness of local and national code requirements and influence specifications. Drive residential market strategy through multi-layered account plans. From pricing analytics to promotions to joint sales activities, this role serves as the lead interface for residential initiatives in the marketplace. Communicates Schneider Electric's Connected Home and Prosumer story to our Contractors and Homebuilders as it relates to the homeowner digital journey. Exceed sales and profitability metrics to assist in achieving Schneider Electric's ambitions for growth in assigned market.
Human Resources Business Partner (People Strategy) Hybrid-Remote
Legacy Health, Portland
Legacy HealthHuman Resources Business Partner (People Strategy) Hybrid-RemoteEqual Opportunity Employer/Vet/DisabledUS-OR-PORTLANDJob ID: 24-37658Type: Regular Full-TimeSystem Office 1120 BuildingOverviewThis is a hybrid role that is highly consultative and requires regular meetings at a variety of Legacy locations across the Portland Metro area (including Vancouver, WA and Silverton, OR). On days that onsite activity is not required, individuals in this role may work from remotely. All new hires are required to come to a designated Legacy Health office location in Portland, Oregon prior to their start date for a new hire health assessment and to complete new employee orientation. Making life better for people. Bringing good health to all. These are a few of the beliefs that form the foundation of our mission at Legacy Health. When you’re one of the largest employers and health care providers in the Portland and Southwest Washington areas, that mission should inform everything you do. That’s why people trust us with their lives and livelihoods. That also means the people who work at Legacy embrace this common mission and purpose. Our work is a job, yes, but it’s more than a job, too. As a people strategy partner, you work within the nerve center of conducting this mission. You’ll work closely with senior leaders to support our talent across the organization, so they in turn, can support our communities with good health. As a Legacy Health People Strategy Partner, you will be a trusted advisor and thought partner to the organization’s senior leaders and executives to ensure the organization’s People & Culture strategy works to meet the unique needs of the business. You will be responsible to steward and support integrated, innovative and inclusive workforce solutions. Your role within the People & Culture division will be to provide business insight and perspective to teams across the division, in service of designing competitive and inclusive practices, processes and policies that support the organization’s priorities and the needs of a high performing diverse workforce. People Strategy Partners (PSPs) are assigned to entity or division executives (senior vice presidents, presidents, or vice presidents) and are responsible to steward and support integrated, innovative and inclusive workforce solutions. They provide business insight and perspective to teams across People & Culture, in service of designing competitive practices, processes and policies that support the organization’s priorities and the needs of a diverse workforce. They are a trusted advisor to their assigned executive(s) on matters relating to workforce engagement, talent planning and deployment of broad and inclusive People & Culture solutions. PSPs are embedded in their assigned entity or division so they can provide an accurate representation of the business needs and imperatives directly to People & Culture leaders and subject matter experts. While the responsibilities of the job are to ensure an innovative and sustainable talent strategy comes to life, of equal importance are the qualities we’re looking for in this essential role. It’s about recognizing the talent in people, relating to diverse stakeholders at all levels of the organization, a willingness to be an independent thinker, partnering with and coaching executives, and communicating both simple and complicated ideas across the organization. This role draws upon a combination of business savvy, emotional intelligence and talent strategy in equal measure. Another important thing about Legacy: We strive to be a diverse, culturally responsive, anti-racist organization. Diversity, equity and inclusion is a priority at Legacy — it shapes how we work, interact with one another and see the world. This is a commitment you must share too. If you want to make a real difference in the lives of people, communities and our beloved Pacific Northwest region, please take a look - we invite you to apply and consider joining our team, our organization and our mission. As the largest nonprofit health system serving the Portland-Southwest Washington areas and the mid-Willamette Valley, Legacy Health provides a range of services - we have six hospitals, one of which includes a center solely dedicated to children’s care, Randall Children’s Hospital at Legacy Emanuel. We run more than 70 primary care, specialty and urgent care clinics, employ nearly 3,000 doctors and providers and more than 13,000 employees. We also operate labs and research center. Our major partnerships include those with PacificSource Health Plans and the Unity Center for Behavioral Health, a one-of-a-kind center for people facing a mental health crisis that is collaboratively operated between four regional health systems and numerous community partners.Responsibilities Responsible for customizing the organization’s People & Culture strategy to meet the unique needs of the assigned entity or division. Represents elements of the People & Culture team and priorities within the assigned entity or division.Serve as the internal coach and trusted advisor for assigned executives on strategic workforce matters. Supports executives as they deploy People & Culture processes, practices, and policies within their entity.Partner with the People & Culture functional areas and leaders to inform and deploy comprehensive and integrated solutions to address business imperatives and priorities.Partner with People & Culture leaders and subject matter experts to inform the design of workforce strategies and solutions in service of the organization’s mission, strategic priorities, and diverse workforce. Monitor and leverages a variety of workforce data (internal and external) to guide the development and deployment of responsive and innovative workforce solutions.Serves on a variety of virtual teams within People & Culture to inform and advance strategies related to, but not limited to, organizational design & growth; DEI; workforce engagement, total rewards, employee experience and talent management. Act as extenders of other People & Culture subject matter experts to support team development, change management, engagement, DEI, and talent management solutionsPartner with the DEI VP and team to support and deploy diversity, equity, and inclusion strategies and initiatives within the assigned entity or division. Partner with assigned executive(s) to ensure system level DEI strategies are understood, prioritized, and implemented within the assigned entity or division. Partner with Talent Planning Director to apply succession, career, and onboarding solutions with a specific focus on the Executive Leadership (SVP, VP) levels. Serves as the primary onboarding coach for new executives in assigned entity or divisionPartner with Talent Acquisition Director and team to ensure that capabilities and resources are planned for and forecasted (based on succession and talent plans and capability gaps) and that key positions are filled either internally or externally in a timely fashion.Partner with OD & Engagement Director and team to support the workforce engagement survey, data interpretation and the deployment of best practices within assigned entity or division.Demonstrates high level of emotional and social intelligence, particularly in stressful or high-pressure situations. Advises and facilitates sensitive issues. Knows when to leverage Employee Relations on significant employee and management issues to ensure objective and independent resolution.QualificationsExperience: Minimum of seven years of diverse and progressively responsible experience as an HR or operational leader and / or with multiple HR functional areas such as organizational development, engagement, leadership development, talent management, talent acquisition, employee relations or total rewards. Proven experience leading or deploying DEI strategies and priorities. Education/Certification: Bachelor's degree in human resources, business administration, or related field or equivalent applicable experience. Master’s degree preferred. Relevant experience may be substituted for educational requirements. SPHR or SHRM-SCP certification preferred. Skills: Ability to develop and customize a comprehensive People & Culture (HR) strategy for a division, entity, or business unit. Ability to use data, analysis and insights to inform strategic priorities and opportunities. Proven ability to balance demand from multiple stakeholders and the potential for competing priorities. Brings independent judgement and a balanced, trusted relationship to all team encounters. Demonstrates and brings a strong business acumen as part of their capability and unique contribution. Tact and diplomacy skills to relate to a diverse set of stakeholders including, employees, leaders, executives, vendors/consulting partners, and regulatory agencies. Ability to effectively communicate ideas, plans and directions both in writing and verbally. Strategic systems thinker who can identify the practical and business implications of implementing a policy or practice. Balances innovation with pragmatism. Presentation and / or advanced facilitation skills. Demonstrated leadership and strategic skills in an integrated HR model. LEGACY’S VALUES IN ACTION:Follows guidelines set forth in Legacy’s Values in Action.PI239479518
Attorney - Corp Legal & Compliance
The Standard, Portland
Remote Type: Remote (USA) Portland, ORRemote, PARemote, GARemote, USARemote, ORTime Type: Full timePosted Date: Posted TodayRequisition ID: REQ004596Description:At The Standard, you’ll join a team focused on putting our customers first.Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.We offer a caring culture where you can make a real difference, every day. Ready to reach your highest potential? Let’s work together.What You’ll Do    The Standard’s Legal and Compliance Department is focused on delivering exceptional value to our business partners by providing timely, practical, and best-in-class service. We embrace a culture of inclusion where different thoughts, backgrounds, and cultures are welcomed, so that together, we can help create the best strategies to support our business partners achieve their objectives. We also believe in empowering our team members to continuously grow as professionals by supporting their development objectives by creating opportunities. As a trusted legal advisor, you will play a critical role in providing practical and creative advice to help the enterprise manage privacy and AI risks. In addition, you will have opportunities to develop and grow your professional acumen by working with more experienced attorneys to provide legal advice to our internal partners from various areas, including Corporate Finance, IT, the Corporate Secretary, Tax, and Corporate Development.Key Responsibilities: Conduct risk assessments on privacy incidents and recommend an appropriate course of action including steps for remediation or notification.Evaluate and provide legal guidance on new technologies and processes that may impact Standard’s data and advise on ways to reduce or mitigate unwanted risk.Assist in creating or updating procedures and tools to help the company manage sensitive data.Assist with responses to audits and market conduct exams conducted by State and Federal agencies. Draft, analyze and review contracts to minimize legal risk and maximize business opportunity, especially privacy-related contracts.Assist in developing workflows and processes that support a culture of continuous improvement.Analyze developments in laws and regulations impacting our insurance and financial services. Act as a trusted partner by effectively informing stakeholders of potential risks and outcomes, demonstrating a holistic understanding of business goals and risks. Collaborating with a team of lawyers to ensure the best outcomes for our client.Provide accurate, comprehensive legal advice understandable and digestible by lay people. Willingness to learn new skills and receive feedback from partners. The Skills and Background You’ll Need: Education: Doctor of Jurisprudence. Bar Admission: Admitted or eligible for admission to practice in State of Oregon. Experience advising on privacy matters and/or data security matters, a preference for familiarity and experience regarding applicable privacy laws to the insurance and financial services sectors (GLBA, HIPAA)Strong communications skills, including ability to produce clear, concise, complete, and persuasive work product, and active listening and persuasive advising required. Demonstrated history of working closely with internal business partners as a strategic partner to identify and prioritize business needs and assess and communicate risk preferred.Ability to deliver successful presentations to internal and external audiences preferred.Knowledge of tax advantage investments (e.g. QOZ), M&A, Corporate Governance preferred.What You'll Get From Us:A competitive salary and benefits package An engaging and inclusive work environment A performance driven culture with respect for people?#LI-RemotePlease note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year. Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.Salary Range:Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.About Us: The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we’re a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit www.standard.com or follow us on Facebook, Twitter or LinkedIn.PI239570369
Vice President of Medical Management
PacificSource, Portland
Looking for a way to make an impact and help people?Join PacificSource and help our members access quality, affordable care!PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.Diversity and Inclusion: PacificSource values the diversity of the people we hire and serve. We are committed to creating a diverse environment and fostering a workplace in which individual differences are appreciated, respected and responded to in ways that fully develop and utilize each person's talents and strengths.This position is a member of the executive management group and reports to the Chief Medical Officer. The VP of Medical Management is responsible for the Utilization Management (UM) and Care Management (CM) functions for health plan members. This position is responsible for integrating efforts across teams, programs, and improvement activities for all lines of business to promote optimal organizational effectiveness and enhance performance. Key focus on advancing the identification, quantification, and management of risks within scope while improving member experience and outcomes.Essential Responsibilities: Lead Care Management, Utilization Management and Health Promotion and Wellness departments for optimal performance against national benchmarks; create a multi-year improvement plan which includes various programs across lines of business (e.g. complex case management and condition support) aimed to sustain a scalable and flexible model aligned with Population Health Management.Performs employee management responsibilities to include but are not limited to: involved in hiring and termination decisions, coaching and development, rewards and recognition, performance management and staff productivity using lean / Kaizen tools for process improvements.Demonstrate strong oversight and discipline related to annual department budgets.Coordinate / collaborate with Medical Directors in each Line of Business as job functions relate to care, case, physiologic risk, network, and utilization management in dyad partnerships.Collaborate with clinical leadership to engage the enterprise, members, and network physicians to improve total cost of care and member outcomes including operational performance, clinical costs, clinical appropriateness, and authorizations.Responsible for leading CM/UM to ensure optimal care supports for priority member populations identified through the strategic work plan and other defined stratification emphasizing continuity of care, in an effort to reduce or eliminate fragmentation, duplication, and gaps in care plans.Collaborate with VP of Quality and VP of Pharmacy to support the development, implementation and evaluation of corporate quality improvement programs i.e. NCQA, CMS 5 Star, HEDIS, CAHPS and CCO Quality Incentive Measures.Executive sponsorship of Medical Management Platform for CM/UM.Develops and deploys disciplined and innovative models of care to deliver high value programs that emphasize cost effective management of CM/UM operations.Develop and incorporate performance-enhancing systems and tools for increased automation and efficiency in the scope of work specified for increasing operational excellence (e.g., Machine learning algorithms, ePA deployment, use of bots and Artificial Intelligence to streamline operations)Support enterprise-wide total costs of care initiatives.Support Quality and Population Health strategies in relation to achieving the growth and profitability goals established across lines of business laid out in enterprise strategic plan.Maintain strong and collaborative relationships with the leadership of internal and external stakeholders (e.g., Pharmacy, Quality, Provider Network, IT, Operations, Customer Care, Line of Business and Regional leaders and other identified stakeholders) to address all aspects of CM/UM and total cost of care.Actively participate as a key team member in Executive Management Group to ensure successful deployment of the strategic plan.Actively participates in various internal and external committees in order to promote and support CM/UM, Population Health, Quality and overall enterprise strategic plan.Promote enterprise-wide continuous improvement efforts across teams and demonstrate sufficient knowledge to recognize important synergies and opportunities in clinical outcomes, cost containment, and member satisfaction.Excellent analytic, critical, quantitative thinking skills, the foundation for an industry expert and trusted advisor reputationExcellent communication skills, ability to build executive level professional presentations (MS Power Point and Visio), creating and managing spreadsheets (MS Excel), managing calendar and email (MS Outlook)Responsible for ensuring CM/UM regulatory compliance with National Committee for Quality Assurance (NCQA), Centers for Medicare and Medicaid services (CMS), and Oregon Health Authority.Communicates clear, strategic, and operational direction to ensure CM/UM priorities are aligned with performance standards which include key performance indicators and performance targets focusing on improving healthcare outcomes.Supporting Responsibilities: Meet department and company performance and attendance expectations.Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.Perform other duties as assigned.SUCCESS PROFILEWork Experience: A minimum of ten years' experience in the health insurance industry with five years in a leadership capacity. Experience and understanding of NCQA, D-SNP model of care standards along with various quality standards. Understanding of CMS, federal/state regulations. Experience in system design, strategic planning in health care operations. Experience managing clinicians.Education: Health Care professional such as MD, DO, RN, MSW, or PhD. Bachelors' degree required and master's level in Health care or another relevant field preferred.Knowledge: Knowledge and understanding of disease prevention, medical procedures, diagnoses, care modalities, procedure codes, including ICD-9 & 10 CPT Codes, health insurance and state mandated benefits. Ability to develop, review, and evaluate utilization reports. Knowledge of quality improvement methodology. Knowledge of principles of adult learning and/or motivational interviewing. Experience giving presentations. Good organizational skills with experience in using computers and various software applications including Word, Excel, PowerPoint, Outlook, SharePoint, and audio-visual equipment. Ability to work independently with minimal supervision.Competencies AuthenticityBuilding Organizational TalentCoaching and Developing OthersCompelling CommunicationCustomer FocusEmpowerment/DelegationEmotional IntelligenceLeading ChangeManaging ConflictOperational Decision MakingPassion for ResultsEnvironment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 15% of the time.Skills:Accountable leadership, Business & financial acumen, Developing Networks, Driving initiatives, Empowerment, Influential Communications, Inspirational LeadershipOur ValuesWe live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business:We are committed to doing the right thing.We are one team working toward a common goal.We are each responsible for customer service.We practice open communication at all levels of the company to foster individual, team and company growth.We actively participate in efforts to improve our many communities-internally and externally.We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community.We encourage creativity, innovation, and the pursuit of excellence.Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.
Tax SALT Senior or Manager
Geffen Mesher, Portland
Job TypeFull-timeDescriptionTax SALT Senior or Manager (depending on experience)Portland, ORGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.We are seeking a Tax SALT Senior or Tax SALT Manager to support and grow our State and Local tax group. In this role, you'll be able to juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You'll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Whether you intend to specialize or gain exposure across many service lines, you won't be limited at Geffen Mesher.What You'll Be DoingDelivering a full range of tax planning, consulting and compliance services to clients.Working closely with staff on all phases of projects and engagement management for multiple clients.Mentoring and leading tax staff.RequirementsWhat makes you a fitBachelor's degree in business, accounting or a similar discipline.Broad exposure to State and Local Taxes including knowledge in State Income/Franchise Tax, Credits and Incentives, Sales, and Use Tax; must be eager to work on a variety of SALT issues and not specialize in one area.Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, and combined state tax returnsRecent Preparation experience of state income and franchise tax returns -corporate and pass-throughs-including preparation of workpapers as well as experience in tax software.Experience with state tax planning, tax research, and tax analysis.Extensive technical skills, including ASC 740, nexus considerations, unitary filing, apportionment methodologies, tax base rules, tax research, compliance, and consulting as it relates to multi-state jurisdictions.Ability to supervise staff and lead projectsExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification (or in the process of obtaining).Excellent research, writing, and verbal communication skills.Proficient in MS technology suite.Experience RequirementsTax SALT Senior: 3-5+ years with the above experience.Tax SALT Manager: 5-7+ years with the above and people management experience.Why you should join our teamShameless plug(s): we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Companies by the Portland Business Journal.Culture: Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid-sized firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.We value our people and strive to create a supportive, inclusive culture: Diversity Equity Inclusion (DEI) Committee, Women's Leadership Initiative (WLI), Working Moms Group, Advisor Program, and Leadership Development Program (LDP).We give back to our communities. Today, our team supports more than 80 charitable organizations by serving on boards of directors, making charitable donations, and volunteering our time. In addition to our extensive organizational involvement, we close our office for one day each year and volunteer directly in the community.Did you say "busy season"? Since this is public accounting, you can expect to work extra hours during busy seasons. We do our best to keep you motivated, energized, and engaged during that time. We offer catered lunch three days a week, tons of healthy snacks, weekly yoga & massages, and bi-weekly office socials.Benefits & Perks: We offer a comprehensive benefit package to help protect your personal and financial health and that of your family. At Geffen Mesher, we offer a generous 401k and profit-sharing plan. We'll cover 100% of your individual monthly medical premium costs and provide paid parental leave. Generous PTO and paid holidays come with the gig as well!Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities.To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm's employees, or to the Firm's resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.
Financial Advisor (Sales Role - Training & Development Provided)
Northwestern Mutual, Portland
GET MORE OUT OF YOUR CAREEROur Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially.Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.The Advisor career with Northwestern Mutual allows one the opportunity to:Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.Desired Skills and Experience:BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. ** Must be located in Portland or already planning to move here **While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:Uncapped Income PotentialFlexibility of your scheduleLeadership OpportunitiesSponsorship of Licensing/CredentialingRobust development bonuses to aid as you launch your businessExpense AllowanceComprehensive Medical, Dental and Vision CoverageRetirement Package; Pension PlanGroup Life and Disability Income InsuranceJob Type: Full-timePay: $80,000.00 - $150,000.00 per yearBenefits:Dental insuranceHealth insuranceRetirement planVision insuranceCompensation package:Bonus opportunitiesCommission payUncapped commissionSchedule:Monday to FridayEducation:Bachelor's (Preferred)Experience:Sales: 4 years (Preferred)Ability to Commute:Portland, OR 97201 (Preferred)Ability to Relocate:Portland, OR 97201: Relocate before starting work (Required)Work Location: In person.
Experienced Wealth Management Advisor
Equitable Advisors, Portland
OverviewYou are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future.Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a District Manager. The individual selected will be responsible for building and implementing a marketing and business plan committed to long-term growth and productivity goals. Key responsibilities include: • Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals• Ensuring compliance oversight and supervision. • Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy.QualificationsWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. • A four-year college degree is preferred but not required• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsNote -- applicants must be authorized to work in the United States. What Equitable Advisors Offers• Compensation you control and a complete benefits package• Personalized and comprehensive training and support in all areas important to building your business • Sponsorship as well as coaching to obtain the licensing required for hire • Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus • Ability to work jointly with senior joint-work partners and to be coached by top performers • Advancement and management opportunities• A work-life balance and access to a full suite of remote-work technology solutionsSecurities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V GE-3702643 (08/21) (Exp.08/23)
Financial Advisor
Cetera Investors, Portland
Position Title: Cetera Investors Financial ProfessionalWhat we need:A Financial Professional that has an existing book of business, willing to deepen relationships while managing existing and new client relationships adopting Cetera's Assets and Tools (RightBridge, Marketing Central, Pentameter, etc.)What you will do:This role maintains an existing book of business, prospects for new opportunities through client referrals, seminars and through community involvement. The Financial Professional is responsible for formulating and implementing advice on their own or through collaboration with Branch Management, Growth Officer, Wholesaling and/or Back Office support. The Financial Professional may also rely on technical specialists to develop product, investment or planning recommendations while using Cetera tools and platforms.What you need:• Bachelor's degree in business, administration, accounting, finance, or similar field of study is preferred• Minimum of three years' experience in the financial services industry with a proven sales track record based on T12 GDC and AUM/AUA• In good standing in current role, with proven sales techniques and ability to close business• Series 7, 63/65 or 66 and Life, Accident & Health Insurance licenses• Strong interpersonal skills• Strong time management and organizational skills• Exhibit strong ethics and a desire to help clients and give them extraordinary service• Must want to grow and develop your business, consistently adding to the firm's assets under management and revenue growth• Must pass criminal and credit background checks and maintain a clean, in good standing U4 with FINRAWhat you should expect:As an Independent 1099 Financial Professional managing one's own Business Practice, there will be support from local Branch leadership, Growth Officer and Home Office employees who are there and willing to help in deepening client relationships and growing the overall book of business, AUM and T12/GDC as a joint effort. There is also support with teaming/Partnership/Ensemble and Succession Planning.About Cetera Financial Group:Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisorsand institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.Cetera Investors | 400 First St. South, Suite 300 | St. Cloud, MN 56301
Wealth Management Associate
Equitable Advisors, Portland
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform) What it takes to be an Equitable Advisors' Financial ProfessionalWith a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. • A four-year college degree is preferred but not required• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsNote -- applicants must be authorized to work in the United States. Benefits of working with us• Compensation you control and a complete benefits package• Personalized and comprehensive training and support in all areas important to building your business • Sponsorship as well as coaching to obtain the licensing required for hire • Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus • Ability to work jointly with senior joint-work partners and to be coached by top performers • Advancement and management opportunities• A work-life balance and access to a full suite of remote-work technology solutionsTo get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)Make Equitable Advisors your first choice!
Remote/WFH Customer Service Support Rep
IdealTax, Portland
Looking For A Career With Stability That Offers A Progressive Career Path?GET STARTED WITH IDEAL TAX!!14+ Years in BusinessRated A+ with the BBB (Better Business Bureau)Family Owned & Operated REMOTE POSITION TO SERVICE OUR CLIENTS ON THE CENTRAL TIME ZONEIdeal Taxis a leader in the tax resolution industry. We were established with the idea of helping clients who are suffering through a tax debt issue, easing the stress and anxiety that comes with serious tax problems, and providing dedicated and comprehensive professional representation in defense of taxpayer rights. We are licensed to provide tax resolution services to 47 states.We are looking to bring on a RemoteCustomer Service Traineefor our Servicing department. In this role you will be able to receive hands-on-training to prepare you for your new career path!!Upon successfully completing the training program you have the potential to promote into a Senior Customer Service role, increasing your hourly earning potential as well as allowing you to participate the monthly incentive program.REQUIRED QUALIFICATIONS INCLUDE:2 years in an Administrative and/or Customer Service rolePrefer remote workexperienceExcellent Customer Service and Communication skills (written & verbal) skillsA strong multitasker with superior organizational skillsPositive Personality and Friendly dispositionProficient Computer skills/Microsoft Office SuiteTeam player with a strong work ethicSelf-Motivated, Willingness to learn & growMust be reliable and dependableWhat we are offering you:Earn monthly performance incentivesHealth Insurance (Medical/Dental/Vision - we pay 50% of employees monthly premiums)401K with company matchPaid Time Off (Vacation, Sick, Holiday)Career Growth OpportunitiesWe promote a positive and fun work life culture/balance.Strong family-oriented vibe and values