28 Business Development jobs

Newport Group has a great opportunity for a Principal for our Compensation Consulting team. The Principal will be responsible for generating increased revenue through leads that come about from strategic relationships. Lead and Design projects involving increasing marketplace visibility and brand familiarity with Newport Group’s name. In addition, the Principal will lead teams working on assigned projects to ensure completion with a high level of technical and professional accuracy. Assist Team Members with research on difficult questions or escalated issues. Establish strong relationships with current and prospective clients. Lead teams on coordinating all aspects of project design with clients. S/he will work towards resolutions in response to escalated client issues and demonstrates proactive solution-based approach to enhance client relations. Support client consulting projects through management of teams performing market pricing, job evaluation, regression analysis, salary structure design, cost analyses, and report preparation. Ensure team members meet very high standards for customer service, technical and communication skills. Qualifications: Master’s Degree or MBA preferred CCP Certification Experience with MarketPay 7-10 years of combined and increasingly complex experience with the following: Compensation program design Executive pay practices Benchmarking pay practices Performance management

Spark inspiration, influence your colleagues and see your success in real time. Take the leap into the next level of your career by becoming a leader at ReferralExchange! ReferralExchange is looking for confident candidates with experience in customer support, business development, training, leadership, and management to join our Leadership Development Opportunity Program. Leadership Trainees will be on a tracked development program to become a part of our management team within one year! Candidates for the Leadership Development Opportunity position will have the skills to influence others and change behavior as well as the ability to build and maintain strong relationships. ReferralExchange will partner with you to develop the skills needed to become an impactful contributor to our organization’s initiatives. During the 12-month program, you'll acquire in-depth knowledge of the company's objectives and operations. You will develop expertise in the services we provide,   the markets   we serve, along with skills in championing a team for success.  If mastery is not achieved within that timeframe, you will not be eligible to move forward in the program.  This is a fast-paced environment that requires professionals who are hungry, self-starters ready to show what they can do. Our goal is to attract and retain the highest quality individuals to our fast growing team. We encourage the development of our employees and believe it is necessary for the growth and success of the company. Our Leadership Development Opportunity curriculum program provides a clearly defined career path to success with ReferralExchange. Our promotions don’t stop there; our top level management regularly comes from the ranks. What we expect from you Be willing to take risks for high rewards Be a passionate, professional team player Have an Associate’s degree, or equivalent solid experience Obtain California real estate license within 180 days of hire (company paid) Communicate with influence both written and verbally Demonstrate strong interpersonal skills and emotional intelligence Have a startup mindset and drive to hustle to get the job done Thrive in a metrics-driven fast-paced environment Be dedicated to excellence and possess a track record of exceeding goals Take initiative to learn about the business goals and anticipate future needs Believe in Customer Service as a company’s unique identifier Be creative when approaching business demands and flexible as they change What we offer Starting salary of $37k, increasing to $45k within 12 months Many more opportunities for advancement and promotion 401(k) plan with company matching contributions Medical, dental, and vision insurance benefits from day one Weekly catered breakfast and lunches, plus stocked drinks and healthy snacks Great events, like our Holiday parties (hotel rooms provided!), team building outings, and giving back to the community. Bragging rights! ReferralExchange was a finalist for “Best Places to Work” in Sacramento in 2016, 2017 & 2018 About ReferralExchange ReferralExchange is a membership network of 23,000 top-performing real estate agents covering the entire U.S. Our members give leads when they have out-of-area or excess business that they can’t support and receive leads when they are matched to manage these leads. ReferralExchange combines innovative technology and expert customer service to ensure the best possible experience for clients and agents – whether consumers are seeking a new property or are interested in selling their current home. Our mission is to be the number one transaction originator in the multi-billion dollar real estate referral industry. For the past several years, while the real estate market has been struggling, we have seen our overall growth in sales volume and sales profits exceed 50% a year.  We are expecting to double our client support team next year due to the new products and exploration of new markets. If you would like the opportunity to build and grow with a company on the rise, qualified professionals, submit your resume and thoughtful cover letter to our team to be considered! https://referralexchange.applytojob.com/apply/KjOziTZeYg/Leadership-Development-Opportunity?source=sacjobs

Newport Group has a great opportunity for a Operations Specialist. The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work in a team environment. Strong attention to detail. Problem solving skills. Self-motivated. Highly organized.

Newport Group is has a great opportunity for an  Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.  The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.  The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze inefficiencies within the team and suggest potential solutions. As well as assess risk in daily operations and escalate when appropriate. Qualifications: Bachelor’s degree in Business, Finance or related field or equivalent experience. 2-3 years of related experience in qualified retirement plan environment, or related field. Excellent verbal and written communication skills. Proven ability to train and assess the work of others. Must be highly organized with strong attention to detail and solid prioritization skills. Excellent client services and interpersonal skills. Solid analytical, financial, time management and problem resolution skills. Ability to work well in a fast-paced, dynamic environment with a high degree of accuracy. Must be focused and driven with the ability to manage multiple priorities with tight deadlines. Strong knowledge of Microsoft Office Knowledge of Relius and/or DST systems a plus but not required Successful completion of ASPPA or NIPA examinations/credentials a plus

Newport Group has a great opportunity for a Business Analyst at our Folsom, CA office. S/he will document business and functional requirements, develop, modify, test and implement new operational processes, and IT systems enhancements, document and support application modules for internal and external use, guided by precedent and working within the limits of established policies. ESSENTIAL FUNCTIONS: Act as the primary project liaison between business users and technical teams. Identify, analyze and translate business Product Owners needs into written project definitions, user stories, and acceptance criteria for new application development or enhancement requests. Work with Product Owners to help translate business needs into a groomed product backlog. As a team member on an Agile Scrum project team the Business Analyst will partner with Product Owners, Scrum Masters and team members including development, database resources, report writers, quality assurance associates, and technical writers in the development of web based applications and reporting to serve the needs of external and internal partners. Work with project managers, other business analysts, development resources, and quality assurance team members through the Agile Scrum process to help “shepherd” a project from start to final implementation. Assist the Scrum Master during the Agile Release Planning and Sprint Planning meetings to make updates to the user stories and acceptance criteria on the fly. Collaborate with external vendors on specific design projects or product acquisitions as necessary. Assist in the Quality Assurance and Story Acceptance testing of user interfaces for applications, other application enhancements and with application outputs such as reports. Assist with coordination of the Sprint Review process with the Scrum Master and Team Members to obtain acceptance from the Product Owner for functionality developed during the Sprint. Collaborate and communicate with other business analysts and leaders to coordinate cross project initiatives and activities. Up to twice per quarter on weekends, the Business Analyst will participate in the release process to help coordinate implementation steps, answer last minute questions and to perform post production installation testing. Partner with technical documentation to assist with the review of release notes, system documentation, user documentation and other training materials. Assist Quality Assurance and Application Support associates to resolve issues and/or questions with internal applications as well as monitor and coordinate the resolution of any project related support issues. Maintain current awareness of internal systems, industry trends and applicable technologies.   ESSENTIAL SKILLS: Strong interpersonal, written communication, and presentation skills are required to be successful. Ability to create positive and professional business relationships with both internal and external clients. Ability to effectively initiate action, collaborate with others, and drive action items to resolution. Be adept at time management and be comfortable working on multiple projects. Analytical, problem solving, planning, and organizational skills are required to be effective. Ability to quickly understand and adapt existing internal business process knowledge into documentation required to support a diverse mix of technology projects and system enhancements. Desire and ability to learn complicated concepts and formulate that knowledge into action plans Strong understanding of dynamic web development and database technologies. Experience in the Retirement Services Industry desirable QUALIFICATIONS: Bachelor's degree (B. A.) from four-year college or university 2 - 5 years of total experience or equivalent combination of education and experience Strong analytical skills Experience working with end users in a business analyst or support role Certified Business Analyst Professional (CBAP) designation desirable.

Description In 1910 a cooperative of 230 California almond growers formed with the following core values: To build strong relationships among growers and with their customers; To communicate directly and honestly; and To work as a team to realize the best return on their investment. More than a century later, Blue Diamond Growers still adheres to these values at every level of our operation.  Our employees are strongly committed to the brand and to each other - the word "family" is often used to describe our culture. Today, Blue Diamond Growers represents more than 3,000 almond growers in California - the state that provides over 80% of the world's supply.  We are one of the most recognized food brands in the world, with annual sales exceeding $1billion. We believe in transparency and honest communication.  Our work style is team-based, working together to innovate, process, and distribute the best almond products to the world. After more than 100 years, our core values of integrity, partnership, innovation and quality remain strong.  Our commitment to excellence has driven Blue Diamond's unprecedented growth, innovation, high quality, and value. You'll find these values at work throughout our company.  We strive for a diverse workforce, always aiming for greater levels of inclusion.  In addition to a robust benefits package, we offer an employee wellness and fitness program, in which a majority of our workforce currently participates.   Blue Diamond Growers (BDG) is seeking an experienced  Associate Brand Manager - International Consumer   to join its winning team in Sacramento, CA.  This position will provide leadership and coordination of International Innovation and New Product Development initiatives. Provide marketing support to the Marketing Team by helping to manage day to day International business needs including business analysis and program execution.  In this position you will have a unique opportunity to be part of the rapid expansion and growth of Blue Diamond brands internationally.  You will actively lead the Innovation process, collaborating with cross functional team members to vet, develop and introduce new almond products into key markets. You will be part of ahighly empowering environment, without the complexity of layers and an entrepreneurial spirit. This is a place where you can make a real difference, and be part of a company that is transforming as it grows its brands internationally Responsibilities: Leads International Innovation and New Product Development by closely collaborating with cross functional team members to vet, develop and introduce almond products into the marketplace.  Ensures that “where we play” is in line with Innovation pillars.  Work collaboratively with the Innovation and R & D teams, and co-lead strategic innovation initiatives. Leads NPD Project Management Team to ensure commercial execution for new product launches and line extensions: Completes I2L paperwork Meeting Agendas/Notes Explores and evaluates new category / product opportunities outside Innovation Marketing focus. Identification of new product strategies, products and categories for Blue Diamond brands internationally. Identify, analyze, and anticipate consumer and market trends and opportunities to maximize Blue Diamond’s competitive position. Utilize syndicated and custom research to provides insight into current and future product categories. Leads efforts for exploration of new processing and packaging to meet International market needs. Leads packaging design improvements and changes. Compiles standardized monthly shipment and syndicated data (IRI, Nielsen) reports to identify business problems and opportunities and aid marketing plan development and execution. Analyzes primary and secondary research to support business development. Creates “PowerPoint” presentations to illustrate analytical findings. Updates and maintains pricing into Blue Diamond database system (SAP). Ensures the accuracy and timely updating of price lists for all regions and channels of trade. Maintains product/packaging specification databases (both internal and external). Manages creation and content of all sales literature. Coordinates timetables, projects list, status reports and communication between agencies, marketing, procurement and department management for all elements of marketing mix:product, packaging, promotion and advertising. Assists Brand Manager with package/product/advertising execution. Functions as the “Point Person” and administrator for website. Manages Almond Library asset collection database. Coordinates new product sample requests and distribution of sales collateral. team by providing marketing assistance to grow Blue Diamond’s US food service. Develops and maintains record of product and package specifications, new item codes, UPC codes, etc.Enters data into Blue Diamond database (SAP). Works with Supply Chain and Operations to help maintain adequate packaging inventory, materials, and confirmation of purchase order deliveries. Prepares monthly marketing budget status report, maintains media budget ledger, facilitates payment of vendor invoices, prepares appropriate paperwork for ABC, MAP and manages organized budget filing system. Assist in the management of Government funding programs and supporting agencies. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Qualifications:  Minimum level of education required: Bachelor's Degree in Business Administration.  MBA in marketing, business or related degree, preferred. Minimum number of year(s) of experience required in addition to education plus type(s) of functional experience 2 years of Brand Management experience for a consumer products organization, preferably food. Other required type(s) of functional experience: Experience interacting and communicating effectively with a wide and diverse range of audiences, ranging from internal senior level managers to line managers, as well as analytical people. Experience developing internal relationships, demonstrating team-building attitude, conveying a sense of urgency and show a willingness to listen to suggestions from others. Must be able to maintain strong client relations. Must be able to gain cooperation from all employees without direct line responsibility. Must be organized and able to solve problems systematically. Required to read, interpret and analyze data to provide concise recommendations and points of view on a wide range of topics. Required to possess excellent computer skills and working knowledge of spreadsheets, PowerPoint, email, word processing and database programs.Must have working knowledge of internet navigation and research techniques. Must be a quick learner, flexible, able to work without a great deal of supervision, able and willing to make decisions on own and possess a good understanding of internal operations.Must be willing to take responsibility for activities and projects outside of primary job description.  Preferred Skills and Experience (Specialized education, specific software experience, etc.) Experience working under minimal supervision. Familiarity with traditional consumer research methodologies including consumer taste tests, focus groups, and equity studies. Skilled in interpersonal communications. Experience leading cross functional teams and working collaboratively with multiple internal and external team members. Knowledge of IRI data and the ability to analyze and make recommendations based on the data. Experience working with agencies (advertising, media, packaging, etc.) and driving them to produce outstanding results. Physical Demands: Office demands include extensive use of telephone and computer.     Grow your career. Partner with us. We Are the Almond People! Blue Diamond Growers is an Equal Opportunity and E-Verify Employer EOE/Minorities/Females/Vet/Disability  

The  Accounts Receivable Specialist I  is responsible for ensuring that delinquent accounts are brought up to date by communicating directly with members through daily, professional correspondence, inbound and outbound telephone calls. Examples of Essential Functions: Meets and exceed all daily productivity, calls-per-hour (CPH), call quality evaluations (CQE), and all other metrics. Negotiate payment terms, reconciling past due amounts and offer settlements to enhance the member to consider a new membership with CFF. Analyzes and documents reason for past due payments, reviewing terms of sales, service or credit contract with customer Prepares and mails final demand letters Work with AR Management to identify process deficiencies and implement established best practices. Confirms current address on “returned collection” mail, by calling member, internet search for current address and/or reverse directory search Files preparation of Bad Debt write-off accounts Primary contact for accounts past due and requiring additional collections treatment. Tacks and Mails 30-60-90 day collection letters & credit card/EFT decline letters Maintain and consistently update and monitor a past due account portfolio by contacting delinquent customers via telephone, email and letters. Maintains filing system for agency assigned accounts Meet or exceed individual cash targets and call volume as assigned on a monthly & quarterly basis. Educates members on basic cancellation policies, collects amounts due and negotiates settlements Maintains accurate Daily Collection Activity Log Ability to communicate effectively verbally and in writing Regular and predictable attendance Other duties as assigned   Qualifications: Minimum 4 year’s office or 6+ years at Cal Fit. 2 year collections experience preferred Ability to work at a fast pace; initiative and results-focused Strong influence and presentation skills. Proficient in MS Windows/Outlook; ability to type 40 words Strong communication skills; proficiency in written and spoken English   Education: High School Diploma or GED required A.A. preferred Hours: Full-Time position 8:00 a.m. - 6:00 p.m. Reasons to Bring your It to Cal Fit (depending upon position/ask your interviewer): Paid Time Off 1st year Medical, Dental, Vision Insurance Free Membership at all clubs for you & dependents Monthly & Annual Bonuses Employee Referral Bonus Base plus Commission Employee Appreciation Program Employee Assistance Program Voluntary Life, Accident, Cancer, Disability Insurance Complimentary Notary Services Child Care/Kidz Klub available to Child Care employees during work Midday work-out break for managers Discounted Personal Training Manager Training Programs California Family Fitness is an equal opportunity employer. All offers of employment for Accounts Receivable Specialist I   are contingent upon successful completion of a drug test and background investigation.

Job DescriptionFPI Management is currently looking for a Compliance Specialist to join our Affordable Communities team! OUR IDEAL CANDIDATE has a minimum of 3 years' experience in a similar Compliance role, Tax Credit certification (C3P, CPO, FHC, HCCP, NAHP, NAHPe, NCCP, NCP, NCP-E, SCHM, TCS), preferred, has some supervisory experience, preferably with a dispersed team, has experience with rent, income and utility allowance adjustments and updates. Yardi Affordable and SHRA Bond Reporting experience a plus. Is a reliable, highly organized and detail-oriented 'can-do' team player with excellent communication skills and possesses efficient problem solving skills. Is a self-starter -- able to reassign priorities daily. MINIMUM REQUIREMENTS: High School diploma or equivalent, valid driver's license and an insured, operable vehicle, English language proficiency (read, speak and write), and the ability to pass a full background check and drug screening ( Note: As it relates to marijuana use, FPI will consider any applicable state law when dispositioning test results ) Why look at FPI for your next career step?   We are the 6th largest (2nd largest in Affordable communities) third-party property management company in the Nation, an industry leader, with over 700 properties (over 100,000 units) across 14 states under our management. We offer comprehensive compensation and benefits packages, on-going training and professional development, and plenty of growth opportunities. Come join Team FPI! Interested?  Click the Apply button above to learn more about this great opportunity to work with an industry leader! #WeAreTeamFPI EEO/EVerify Statements FPI Management is an Equal Opportunity Employer. All qualified applicants are encouraged to apply. FPI Management participates in the E-Verify program.

Spark inspiration, influence your colleagues and see your success in real time. Take the leap into the next level of your career by becoming a leader at ReferralExchange! ReferralExchange is looking for confident candidates with experience in customer support, business development, training, leadership, and management to join our Leadership Development Opportunity Program. Leadership Trainees will be on a tracked development program to become a part of our management team within one year! Candidates for the Leadership Development Opportunity position will have the skills to influence others and change behavior as well as the ability to build and maintain strong relationships. ReferralExchange will partner with you to develop the skills needed to become an impactful contributor to our organization’s initiatives. During the 12-month program, you'll acquire in-depth knowledge of the company's objectives and operations. You will develop expertise in the services we provide,   the markets   we serve, along with skills in championing a team for success.  If mastery is not achieved within that timeframe, you will not be eligible to move forward in the program.  This is a fast-paced environment that requires professionals who are hungry, self-starters ready to show what they can do. Our goal is to attract and retain the highest quality individuals to our fast growing team. We encourage the development of our employees and believe it is necessary for the growth and success of the company. Our Leadership Development Opportunity curriculum program provides a clearly defined career path to success with ReferralExchange. Our promotions don’t stop there; our top level management regularly comes from the ranks. What we expect from you Be willing to take risks for high rewards Be a passionate, professional team player Have an Associate’s degree, or equivalent solid experience Obtain California real estate license within 180 days of hire (company paid) Communicate with influence both written and verbally Demonstrate strong interpersonal skills and emotional intelligence Have a startup mindset and drive to hustle to get the job done Thrive in a metrics-driven fast-paced environment Be dedicated to excellence and possess a track record of exceeding goals Take initiative to learn about the business goals and anticipate future needs Believe in Customer Service as a company’s unique identifier Be creative when approaching business demands and flexible as they change What we offer Starting salary of $37k, increasing to $45k within 12 months Many more opportunities for advancement and promotion 401(k) plan with company matching contributions Medical, dental, and vision insurance benefits from day one Weekly catered breakfast and lunches, plus stocked drinks and healthy snacks Great events, like our Holiday parties (hotel rooms provided!), team building outings, and giving back to the community. Bragging rights! ReferralExchange was a finalist for “Best Places to Work” in Sacramento in 2016, 2017 & 2018 About ReferralExchange ReferralExchange is a membership network of 23,000 top-performing real estate agents covering the entire U.S. Our members give leads when they have out-of-area or excess business that they can’t support and receive leads when they are matched to manage these leads. ReferralExchange combines innovative technology and expert customer service to ensure the best possible experience for clients and agents – whether consumers are seeking a new property or are interested in selling their current home. Our mission is to be the number one transaction originator in the multi-billion dollar real estate referral industry. For the past several years, while the real estate market has been struggling, we have seen our overall growth in sales volume and sales profits exceed 50% a year.  We are expecting to double our client support team next year due to the new products and exploration of new markets. If you would like the opportunity to build and grow with a company on the rise, qualified professionals, submit your resume and thoughtful cover letter to our team to be considered! https://referralexchange.applytojob.com/apply/KjOziTZeYg/Leadership-Development-Opportunity?source=sacjobs

Responsibilities include: Provides input to routine & exceptional decisions regarding processes / systems issues, utilizing depth of knowledge/technical expertise to provide guidance and direction to teams. Escalates where manager input required. Ensure that all daily work is performed in accordance with department policy and procedural guidelines.  Ensure that daily NAVs are completed accurately and timely by the team.  Supervises day-to-day activities for the team, and ensure timely completion and accurate dissemination of information. Ensure that all periodic tasks are completed accurately, reviewed and provided to appropriate parties as necessary by required deadlines. Review of KPIs (key performance indicators) and or MORs (management operating reports) as per department requirements Acknowledge requests and liaise with Investment Accounting to ensure external and internal audit requests are completed timely and identified issues are resolved for applicable funds.  Liaise with all key stakeholders that rely on Investment Accounting Services hand-offs Review and ensure all Investment Accounting Services policy and procedure documentations are updated as required. Attend meetings with business partners and projects as required Support the Manager in recruitment initiatives, including conducting interviews and carrying out inductions where appropriate Support the Manager in ensuring that the Performance Management process is completed by conducting staff appraisals and ensuring timely feedback is provided to staff. Provides ongoing feedback to support staff development and performance. Works with manager to identify high potential and top performing staff and makes plans to stretch/develop these individuals further.   Liaise with HR where appropriate on staff related issues ensuring employee policies and procedures are adhered to. Support the Manager to ensuring team has Training & Competency criteria and T & C is captured in yearly IPPs. Works with team, under direction of leadership, to identify opportunities for and potential barriers to process and/or product improvement within area of accountability, and may make recommendations accordingly. Suggest improvements to departmental workflows, review internal policies and procedures and update as required. Leverage and adopt global best practice where feasible. Coordinate and facilitate Investment Accounting Services projects by creating and maintaining project status communications Provide leadership, expertise and technical support in the completion of departmental projects. Is aware of operational risks for own department, understands and implements the use of key controls, including the enforcement of departmental policies/procedures. Understands the impact of operational risk upstream and downstream. Contributes suggestions to improve control environment and manage risks. Represents department in cross department projects as subject matter expert, identifying issues and solutions. May lead department level projects.

Responsibilities include:  Liaison between business groups, technical/development teams and key stakeholders all of which are kept abreast of all project progress and issues. Assess meeting requirements in advance (agendas, scheduling meetings, prepare and distribution of minutes) and following up on meeting action items.  Tracks the status of various GPS projects/initiatives to ensure timely decisions are projects/initiatives of changing circumstances and resource availability, coordinates with different business units, prepares project documentation, project plans, project presentations and reports for senior management.  Serves as a backup for internal project teams and ensure that projects are on schedule and the deliverables are met. Efficiently and accurately performs monitoring and analysis functions for the various projects.  Tracks the status of various projects to ensure timelines and deliverables are met Produces and distributes project documentation and project plans Assist in the resolution of various product and project related issues that arise Provide project support to the Senior Manager Performs monitoring and analysis functions for the various projects Serves as a backup contact for internal project teams as designated Assesses meeting requirements in advance which includes agendas, meeting rooms, teleconferencing, and distributing meeting minutes Works with GPS colleagues and business partners, coordinate the development and management of the annual global product pipeline and contingency planning process inclusive of managing the database, quarterly and ad-hoc reporting and ensuring the accuracy of the pipeline information throughout the year. Participate in analysis and interpretation of product strategy findings within the product pipeline development framework.  Participate in leveraging resources of Finance, Sales, Legal, Marketing, Fund Administration and other relevant departments to maximize the impact of Global Product Strategy efforts. Possess a clear understanding of the needs and characteristics of various target audiences, including key distinctions between distribution channels and product vehicles.  Coordinate and maintain the annual product pipeline planning process and calendar Works with Product Development and Implementation teams to ensure the product pipeline database is accurate and up to date throughout the year Produces annual and quarterly global product pipeline reports and metrics Assist in the preparation and development of the annual product pipeline presentation to the Executive Committee Prepare other special and ad hoc reports and presentations as required Contribute ideas and assist in the development of creative content for product strategy communication materials and presentations Build PowerPoint presentation production for product strategy and division’s executive Develop quarterly presentations (strategic messages, themes, and metrics) on division’s achievements which are delivered to executive and senior leaders Deliver information to business partners and GPS colleagues in an efficient and user-friendly fashion by creating engaging content as well as contributing ideas to designing content

Responsibilities include: Conduct proactive sales presentations to top and 2nd tier producers highlighting the FT products and services. Discuss how the FT tools and services can meet the reps needs based on the reps’ acquired profile information. Assist with territory and firm-wide campaigns through proactive contact and relationship building with clients. Presentation and territory development. Assist in the development and management of territory business plans focused on top and second tier producers. Create and tailor sales ideas and presentations based on broker profiles and channel focus. Create and analyze firm sales and asset reports to determine territory opportunities. Travel to territory as necessary. Participate in new and existing training programs to enhance performance and further career development. Mentor new & existing internal wholesalers and sales associates Qualifications   Ideal candidates will have: Bachelor's degree or equivalent required. Series 7 required. Series 63 required with training provided for eligible. Two to three years equivalent sales or service experience In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

The leader of the Communication Services organization works collaboratively as a peer with other leaders of core services of the infrastructure reporting to the Chief Technology Officer.  The role is responsible for all aspects of the communication infrastructure.  Preferred location is San Mateo, Rancho Cordova, CA or St Petersburg, Florida. This strategic leader will be responsible for effectively understanding business needs, dynamically work with the business, technology peers, external partners and communication staff members to set direction and lead the organization to sustain and grow this critical element of Franklin Templeton’s communication/computing infrastructure.  It is an exciting opportunity for an individual with the right balance of both technical and business competencies.  The environment is fast paced, fun and very dynamic; rapidly changing to meet the growing needs of products and services across the Investment Management industry. The aspects include but are not limited to, research and development, architecture, engineering, build/implementation management and ongoing operational support.  The team follows a plan, build and run support methodology to scale, sustain and expand the communication services of the company.  The team is responsible for all aspects of the global communications infrastructure (which include: Network & Data Services, Voice Services, and Communication & Conferencing Services). Under these core services, there are over 8 sub-services that global business users depend on each day to operate the business.  The leader of this unit is responsible for the ongoing operation and management of these services and sub-services; keeping current and aligned to business needs through clear journey maps, progressive iteration and innovation of the latest advancements in communication technologies. Global team geographically dispersed.  Skills range from Architects, Engineers, Project and Operational Support Resources.  The new leader will have the opportunity to re-evaluate the existing structure and make adjustments to the structure as needed moving forward to progress and mature the services of this dynamic organization.  Leader will have 5 to 7 direct reports and will manage a global team of 50 skilled communications professionals.

GENERAL DESCRIPTION: Under the direction of the Senior Manager of Shared Services, this position is responsible for managing and maintaining the centralized complaint process. Retrieve and analyze open complaint cases, update/complete missing data, review, research, investigate and compile supporting documents. Determine the best course of action and create appropriate response, obtain approval, deliver response, and manage case lifecycle. Identify operational improvement opportunities, identify potential regulatory concerns, and develop process improvement recommendations. TASKS, DUTIES, FUNCTIONS: 1. Manage the centralized complaint end-to-end process, ensuring all complaints (verbal and written) are properly handled from intake through resolution. 2. Review, research, investigate, and compile supporting documentation for all open complaints from applicable sources/applications/systems. 3. Perform timely enhanced root cause and trend analysis, and identify operational improvement opportunities that may result in the development or changes to training, policy and procedures, and process. Develop and present recommendations to appropriate stakeholders. 4. Identify operational improvement opportunities, identify potential regulatory concerns, and develop process improvement recommendations. 5. Monitor and manage all cases within complaint management system to ensure appropriate classification and SLA expectations are met. 6. Analyze all complaints to identify incomplete cases with missing data; correct incomplete cases accordingly. 7. Analyze, determine proper classification and type of response, and create appropriate responses for all complaints, both verbal and written. 8. Manage approval process to obtain appropriate approvals and timely deliver responses to internal and external customers. 9. Responsible for inbound/outbound calls from/to internal and external customers to ensure complaints are resolved timely. 10. Maintain confidentiality of documentation and communications from and to consumers related to complaints or complaint resolution. 11. Maintain thorough knowledge and understanding of corporate and departmental policies and procedures. 12. Maintain thorough knowledge and understanding of state and federal compliance laws, rules, regulations, and procedures. 13. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: 1. Effective oral and written communication skills required to read, post, and handle complex computer programs and reports. 2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS:  1. INTERNAL: All levels of staff. 2. EXTERNAL: Members and authorized third parties. QUALIFICATIONS: 1. EDUCATION: Bachelor's Degree (BA/BS) preferred. May be considered if individual demonstrates skill level appropriate for the position. 2. EXPERIENCE: Four years or more related experience within disciplines as noted above with emphasis on consumer financial protection regulations, state and federal laws, complaint resolution and/or problem solving. Banking, Credit Union, or other financial services industry experience required. 3. KNOWLEDGE/SKILLS: Strong writing skills and oral communication skills. Strong analytical and comprehensive skills. Ability to work well with others in a dynamic team environment. Ability to work independently, multi-task effectively and meet deadlines with limited supervision. Ability to develop and communicate recommendations for improvement opportunities and influence positive outcomes. Strong foundation in credit union philosophy, member service and member experience. Strong knowledge of state and federal compliance laws, rules, regulations, and procedures. Strong personal computer skills with systems applications (Microsoft Office: Excel & Word, Visio, Adobe Acrobat, PowerPoint, etc.). PHYSICAL REQUIREMENTS: 1. Prolonged sitting throughout the workday with occasional mobility required. 2. Corrected vision within the normal range. 3. Hearing within normal range. A device to enhance hearing will be provided if needed. 4. Ability to lift 15 lbs. as may be required. 5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. 6. Minimal travel to attend meetings by car and/or public conveyance for conferences due diligence reviews or training sessions held at out-of-area locations or across the United States. Overnight travel may be required on a limited basis as needed to support strategic development initiatives and occasional long hours may be needed to accomplish work. GENERAL DESCRIPTION: Under the direction of the Senior Manager of Shared Services, this position is responsible for managing and maintaining the centralized complaint process. Retrieve and analyze open complaint cases, update/complete missing data, review, research, investigate and compile supporting documents. Determine the best course of action and create appropriate response, obtain approval, deliver response, and manage case lifecycle. Identify operational improvement opportunities, identify potential regulatory concerns, and develop process improvement recommendations. TASKS, DUTIES, FUNCTIONS: 1. Manage the centralized complaint end-to-end process, ensuring all complaints (verbal and written) are properly handled from intake through resolution. 2. Review, research, investigate, and compile supporting documentation for all open complaints from applicable sources/applications/systems. 3. Perform timely enhanced root cause and trend analysis, and identify operational improvement opportunities that may result in the development or changes to training, policy and procedures, and process. Develop and present recommendations to appropriate stakeholders. 4. Identify operational improvement opportunities, identify potential regulatory concerns, and develop process improvement recommendations. 5. Monitor and manage all cases within complaint management system to ensure appropriate classification and SLA expectations are met 6. Analyze all complaints to identify incomplete cases with missing data; correct incomplete cases accordingly. 7. Analyze, determine proper classification and type of response, and create appropriate responses for all complaints, both verbal and written. 8. Manage approval process to obtain appropriate approvals and timely deliver responses to internal and external customers. 9. Responsible for inbound/outbound calls from/to internal and external customers to ensure complaints are resolved timely. 10. Maintain confidentiality of documentation and communications from and to consumers related to complaints or complaint resolution. 11. Maintain thorough knowledge and understanding of corporate and departmental policies and procedures. 12. Maintain thorough knowledge and understanding of state and federal compliance laws, rules, regulations, and procedures. 13. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: 1. Effective oral and written communication skills required to read, post, and handle complex computer programs and reports. 2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1. INTERNAL: All levels of staff. 2. EXTERNAL: Members and authorized third parties. QUALIFICATIONS: 1. EDUCATION: Bachelor's Degree (BA/BS) preferred. May be considered if individual demonstrates skill level appropriate for the position. 2. EXPERIENCE: Four years or more related experience within disciplines as noted above with emphasis on consumer financial protection regulations, state and federal laws, complaint resolution and/or problem solving. Banking, Credit Union, or other financial services industry experience required. 3. KNOWLEDGE/SKILLS: Strong writing skills and oral communication skills. Strong analytical and comprehensive skills. Ability to work well with others in a dynamic team environment. Ability to work independently, multi-task effectively and meet deadlines with limited supervision. Ability to develop and communicate recommendations for improvement opportunities and influence positive outcomes. Strong foundation in credit union philosophy, member service and member experience. Strong knowledge of state and federal compliance laws, rules, regulations, and procedures. Strong personal computer skills with systems applications (Microsoft Office: Excel & Word, Visio, Adobe Acrobat, PowerPoint, etc.). PHYSICAL REQUIREMENTS: 1. Prolonged sitting throughout the workday with occasional mobility required. 2. Corrected vision within the normal range. 3. Hearing within normal range. A device to enhance hearing will be provided if needed. 4. Ability to lift 15 lbs. as may be required. 5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. 6. Minimal travel to attend meetings by car and/or public conveyance for conferences due diligence reviews or training sessions held at out-of-area locations or across the United States. Overnight travel may be required on a limited basis as needed to support strategic development initiatives and occasional long hours may be needed to accomplish work. LICENSES/CERTIFICATIONS:  Compliance Certification preferred but not required. #LI-NM1 IND-123 #LI-POST #GD

Spark inspiration, influence your colleagues and see your success in real time. Take the leap into the next level of your career by becoming a leader at ReferralExchange! ReferralExchange is looking for confident candidates with experience in customer support, business development, training, leadership, and management to join our Leadership Development Opportunity Program. Leadership Trainees will be on a tracked development program to become a part of our management team within one year! Candidates for the Leadership Development Opportunity position will have the skills to influence others and change behavior as well as the ability to build and maintain strong relationships. ReferralExchange will partner with you to develop the skills needed to become an impactful contributor to our organization’s initiatives. During the 12-month program, you'll acquire in-depth knowledge of the company's objectives and operations. You will develop expertise in the services we provide,   the markets   we serve, along with skills in championing a team for success.  If mastery is not achieved within that timeframe, you will not be eligible to move forward in the program.  This is a fast-paced environment that requires professionals who are hungry, self-starters ready to show what they can do. Our goal is to attract and retain the highest quality individuals to our fast growing team. We encourage the development of our employees and believe it is necessary for the growth and success of the company. Our Leadership Development Opportunity curriculum program provides a clearly defined career path to success with ReferralExchange. Our promotions don’t stop there; our top level management regularly comes from the ranks. What we expect from you Be willing to take risks for high rewards Be a passionate, professional team player Have an Associate’s degree, or equivalent solid experience Obtain California real estate license within 180 days of hire (company paid) Communicate with influence both written and verbally Demonstrate strong interpersonal skills and emotional intelligence Have a startup mindset and drive to hustle to get the job done Thrive in a metrics-driven fast-paced environment Be dedicated to excellence and possess a track record of exceeding goals Take initiative to learn about the business goals and anticipate future needs Believe in Customer Service as a company’s unique identifier Be creative when approaching business demands and flexible as they change What we offer Starting salary of $37k, increasing to $45k within 12 months Many more opportunities for advancement and promotion 401(k) plan with company matching contributions Medical, dental, and vision insurance benefits from day one Weekly catered breakfast and lunches, plus stocked drinks and healthy snacks Great events, like our Holiday parties (hotel rooms provided!), team building outings, and giving back to the community. Bragging rights! ReferralExchange was a finalist for “Best Places to Work” in Sacramento in 2016, 2017 & 2018 About ReferralExchange ReferralExchange is a membership network of 23,000 top-performing real estate agents covering the entire U.S. Our members give leads when they have out-of-area or excess business that they can’t support and receive leads when they are matched to manage these leads. ReferralExchange combines innovative technology and expert customer service to ensure the best possible experience for clients and agents – whether consumers are seeking a new property or are interested in selling their current home. Our mission is to be the number one transaction originator in the multi-billion dollar real estate referral industry. For the past several years, while the real estate market has been struggling, we have seen our overall growth in sales volume and sales profits exceed 50% a year.  We are expecting to double our client support team next year due to the new products and exploration of new markets. If you would like the opportunity to build and grow with a company on the rise, qualified professionals, submit your resume and thoughtful cover letter to our team to be considered! https://referralexchange.applytojob.com/apply/KjOziTZeYg/Leadership-Development-Opportunity?source=sacjobs

**Job ID:** 431060BR **Address Line 1:** 4075 Channel Drive **City:** West Sacramento **State:** California **Zip Code:** 95691 **Position Status:** Full-Time **Grade:** 10 **Job Description** **POSITION OVERVIEW:** Provide leadership and direction on special projects, processes and practices to improve the safety, quality and profitability of district operations. Support the Service Centers goal of moving all shipments on time and damage free in a safe environment. Plan, organize and coordinate various initiatives and provide guidance through the application of process management, QDM principles and analytical techniques. **ESSENTIAL JOB DUTIES/RESPONSIBILITIES:** 1. Provide support to district and regional leadership on special projects and activities aimed at improving efficiencies, safety, quality and operational results 2. Identify trends and improvement opportunities developing and implementing continuous improvement in all processes 3. Provide leadership to Service Centers working tactically with employees to meet the goal of moving all shipments on time and damage free 4. Develop and implement strategies for continuous improvement utilizing quality practices and QDM methodology 5. Collaborate in the development of processes designed to improve performance in all areas of people, service, and profit 6. Monitor and analyze risk assessments and compliance metrics at the district and service center level 7. Develop and implement corrective action plans and solutions to improve processes and compliance 8. Serve as the point of contact for district leadership regarding operational policy, procedures and processes 9. Facilitate, lead, and monitor QDM efforts in the district to ensure further integration and adoption of QDM methodology at all levels of the organization 10. Comply with all applicable laws/regulations, as well as company policies/procedures 11. Perform other duties as required Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job. **QUALIFICATIONS:** • Bachelor’s degree in business, transportation, engineering or other quantitative discipline or equivalent work experience plus three (3) years’ relevant experience in operational leadership • Excellent interpersonal skills with the ability to interact with all levels within the organization • Strong data analysis skills and business solution development skills • Demonstrated ability to create, prepare and present reports • Ability to effectively lead multiple projects at one time and provide direction as needed • Ability to develop and maintain relationships throughout the district • Experience and ability to use Microsoft Office Software, including but not limited to: Word, Excel, PowerPoint and other applicable computer system/programs • Strong communication skills (written, verbal and visual) **WORKING CONDITIONS:** • Extensive travel **Division Category:** All, General, Operations **Company Name:** FedEx Freight Inc. FedEx Freight is an Equal Opportunity Employer, including disabled and veterans. If you have a disability and you need assistance in order to apply for a position with FedEx Freight, please call 800-888-8252 or e-mail at ADAAssistance@freight.fedex.com. FedEx Freight will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

PURPOSE This role will be responsible for assisting in the implementation of Teichert Pipelines’ Quality Management Program and Operator Qualification Compliance expectations in order to promote and maintain a culture of Quality and Compliance with respect to our client’s standards and expectations. Specifically, ensures safe and compliant working conditions through inspections, reports, recommendations and training to promote safety and quality consciousness.     This position will also perform a variety of tasks supporting the Pipelines Safety and Compliance requirements for the company.    ESSENTIAL DUTIES & RESPONSIBILITIES -    Actively supports the achievement of Safety and Quality goals and objectives by applying knowledge of industry regulations in Pipelines.  -    Establishes, promotes, and protects Teichert Pipeline’s values including diversity, teamwork, fair work environment, and respect of others.   Maintains a “team” spirit within the business unit.   Works and cooperates with other disciplines (across company lines) to ensure maximum and best use of resources.  -    Continuously strives to improve day-to-day processes and practices in safety and quality; ensures project activities remain focused on safety and quality; considers customer expectations and feedback to make recommendations for improvement.  -    Collaborates across business units and builds consistency in quality and qualification practices and procedures on all project efforts. Ensures policies, procedures, and standards are adhered to as well as protect the company’s interests.  -    Actively supports administrative function goals and objectives through completing technical/ administrative projects accurately and on time, providing ongoing support as required, and proactively resolving challenges and issues as they pertain to office services.  -    Aspires to achieve a zero injury culture through visible support of Teichert’s Injury Prevention and Safety program, the implementation/interpretation of Quality Assurance programs, active facilitation or participation in Quality Assurance meetings and training sessions, and ensuring required compliance training for craft is completed; reviews compliance related topics with craft to keep them abreast of current changes/improvements to program; participates in conducting quality training and oversight for craft employees.     Contributes to the smooth operation of Teichert Pipeline Safety compliance by providing support to the business unit which may include some or all of the following:    -    Control calibrated measuring and test equipment used on the project.  -    Keep calibration records and ensure that all testing equipment has current calibration records  -    Evaluates compliance with PG&E guidance documents for maintenance and construction documentation per established quality review processes.  -    Follows established corrective action process for quality findings, following the Corrective Action Plan when appropriate  -    Collaborates with appropriate stakeholders to inform, initiate, and ensure correction when discrepancies are found.  -    Communicates with field personnel and supervisors to ensure resolution of issues in an appropriate and timely manner.  -    Communicates with peers inside and outside of the department providing information and exchanging ideas and data.  -    Works independently and uses various methods, approaches and tactics to resolve problems and obtain solutions.  -    Assess sub-contractors' capabilities to meet the quality requirements of the project as required.  -    Assure that the contract obligations' for testing and record keeping are adhered to during an Audit.  -    Adheres to data and record management as required  -    Work Procedures and Standards & Policies pertaining to assigned QA/QC work.    -    Ability to learn new concepts quickly and adapt to changing business conditions and ambiguity.  -    Organizational skills.  -    Ability to work in a team environment.  -    Verbal and written communication skills.  -    Conflict resolution skills including listening and persuasion to obtain compliance.  -    Reviewing JSA's for safety and quality compliance  -    Operator Qualification Compliance Audits  -    Monitor Compliance messages for upcoming Audits and changes to Covered Tasks, than communicate those changes.  JOB QUALIFICATIONS & REQUIREMENTS Education :  -     Bachelor’s Degree in Construction Management, or a Construction related field, or equivalent combination of technical training and related experience.  Experience & Industry Expertise :  -     Knowledge of Gas Pipeline construction, pipeline materials, and underground pipelines, along with an understanding of tools, and equipment.  Specific Job Requirements :  -    Successful completion of pre-employment drug, alcohol, and background investigation  -    Valid Driver’s License  -    Current on all company required safety and regulatory training  -    Ability to preserve confidential and proprietary information and successfully avoid conflicts-of-interest  -    Knowledge in Microsoft Office Suite (primarily MS Word, Excel and PowerPoint) skills required and the ability and willingness to learn new software applications  -    Excellent organizational skills, communications skills, the ability to multi-task, and most importantly, the ability to work well in a team  -    Problem solving skills, and the ability to set and meet deadlines  -    Be able to communicate with people at a variety of levels within the organization (Leadman, Foreman, Superintendents, and upper Management). Be professional in engaging in Quality Assurance related issues.     Competencies : -    Relationship Management  -    Business Acumen  -    Communications  -    Organization and Time Management  -    Technology:   Microsoft Office  -    Technical competence  Teichert is an Equal Opportunity Employer & an E-Verify Company.

The Member Solutions Manager will oversee inbound calls, outbound calls and online based productions teams who are responsible for providing our members with products and services as a solution to their financial needs. As the leader of multiple production teams, who interact with members across all market areas, an effective Member Solutions Manager will assure the clarity and strength of the Golden 1 brand by maintaining a thorough understanding of its various markets, demographics, socio-economic climates, as well as the evolving products and services Golden 1 is able to provide. An effective Member Solutions Manager has the ability to motivate production teams, develop supervisors, and create meaningful production strategies. This role is responsible for implementing tactics that drives and increases Golden 1 self-service products and services, while providing valuable feedback of the users experience to the appropriate business partners for ongoing enhancements to stay relevant and competitive in the financial services sector. This position will assist with planning, organizing, directing, and controlling all aspects of the Member Solutions team. The development of leadership and guidance of the supervisors who report up to this role are necessary to ensure success with achieving production and service goals and creating an engaged working environment. TASKS, DUTIES, FUNCTIONS: Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision and core values. Assesses performance of all directs reports; rewards and recognizes strong performers and develops action plans to address performance issues. Tracks and monitors trends and challenges, identifying root causes and taking proactive steps to ensure success. Maintains strong working knowledge of employee's roles and responsibilities in order to serve as an effective leader, role model and coach. Assists team member in uncovering new review streams and opportunities for the Credit Union. Creates department level efficiencies and encourages team members to develop innovative production processes. Collaborates and fosters relationships with key business partners within the Credit Union to assist in the positive flow of production. Execute the Credit Union's overall strategy at a corporate level regarding brand awareness, market share growth and a consistent member experience. Effectively lead multiple productions teams to ensure a relationship building (member advocacy) approach paired with financial expertise is used to create value-added financial solutions to meet the needs of our members. Partner with Consumer/Mortgage Lending and Financial Services to ensure we are cross-serving our members to help them achieve their financial goals. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Develop and implement strategic production action plans that capitalize on opportunities, competitor's weakness, and support overall credit union member services, promotions and member satisfaction goals and expectations. Lead and coordinate service promotion activities, which include outbound calls, special service days, and outside marketing efforts, as needed and directed. Manage relationships between the Member Service Contact Center, Branches, and Mortgage Lending, Consumer Lending, Online Banking, and Financial Services partners to ensure cross-sells to meet shared company goals. Maintain a thorough knowledge of Golden 1 policies and procedures and current trends in the ecommerce environment. Serve as escalation point for challenges that affect the ecommerce teams. Provide back-up to Vice President as determined necessary. Ensure compliance with established security, internal audit, governmental regulations and policies and procedures for all ecommerce teams. Identify, analyze, develop, and recommend policy and procedure changes for implementation and for improved efficiencies. Support expense management and overall achievement of company goals. Perform other duties and projects as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to discuss Golden 1 products and services with members and potential members, resolve member concerns and conflicts, and provide management reporting. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL:   All levels of management and staff. EXTERNAL:   Members, vendors, peers in financial institutions, community associations and credit unions. QUALIFICATIONS: EDUCATION:   Bachelor's Degree in related field or equivalent work experience. EXPERIENCE:   Minimum of five years of progressively responsible contact center sales and production management experience in a service, new member acquisition and ecommerce environment. KNOWLEDGE/SKILLS:   Leadership skills, strong presentation skills, knowledge of operational procedures, electronic banking equipment, personal computer, oral and written communication skills, knowledge and understanding of ecommerce delivery systems, and sound knowledge of instructional methods and practices as well as a strong knowledge of the credit union data processing system. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 30 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Required to be on call 24 hours a day, seven days a week, in order to ensure timely and appropriate resolution of any issue that may arise regarding resources under scope of responsibility Required to carry a company-supplied mobile device for trouble and emergency notification purposes

Newport Group has a great opportunity for a Team Leader, Client Services. The Team Leader will supervise the activities of the team to provide full service retirement plan recordkeeping and within the established quality standards. In addition, this position is responsible for providing leadership and guidance to the team. S/he will manage the work-flow activities of staff in accordance with corporate strategic direction and budgetary guidelines. Facilitate communication and provide technical guidance to staff. Train, develop and review the work of new staff members. Resolve escalated issues and demonstrate proactive solution-based approach to enhance client relations. In addition, the Team Leader will manage team member issues, absences and special requests. Make procedural change requests or clarifications and then implements in the department. The Team Leader will be responsible for quality control and timely delivery of client work. Participate in the development and implementation of company policies and procedures. Remain current on regulations and new pension laws. Participate in cross-functional projects, manage staff member’s performance and productivity. Ensure staffing levels are appropriate to workload, effectively manages time off requests. Identify areas of opportunity for staff members and provide training/feedback on an ongoing basis. Conduct effective team meetings, attend routine meetings with LOB leader and communicate expectations effectively with staff members. Works closely with Human Resources with on recruiting, counseling of employees, and recommendations for termination of employment. Facilitates all aspects of the Performance Management cycle including conducting annual reviews and establishing meaningful and relevant performance objectives. Qualifications: Bachelor’s degree in Business, Finance or related field or equivalent experience. 5-7 years of related experience in qualified retirement plan environment, or related field. Excellent verbal and written communication skills. Proven ability to train and assess the work of others. Must be highly organized with strong attention to detail and solid prioritization skills. Excellent client services and interpersonal skills. Solid analytical, financial, time management and problem resolution skills. Ability to work well in a fast-paced, dynamic environment with a high degree of accuracy. Must be focused and driven with the ability to manage multiple priorities with tight deadlines. Strong Microsoft Office Knowledge of Relius Admin system, DST, PC applications and File formats a plus Successful completion of ASPPA or NIPA examinations/credentials a plus

Newport Group has a great opportunity for a Administrator in our ESOP group. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules S/he will update all information into recordkeeping system DST, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets. Requirements: Bachelor’s degree in accounting or business related equivalent or the equivalent of related experience in the administration of retirement plans ASPPA designation a plus Excellent written and oral communication skills. Proficient using Excel, Word, PowerPoint, and Adobe Must have strong analytical, problem solving and organizational skills Must have a demonstrated track record of consistently meeting and/or exceeding performance expectations with the ability to work under pressure in a very fast paced environment