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SummaryReporting to the Co-President of Business Operations, the Executive Director of Online Operations is responsible for the strategic and operational leadership of online education for West Coast University. The Executive Director of Online Operations is responsible for collaboratively analyzing, developing and implementing a business model which provides successful strategies for attraction, retention and achieving positive student outcomes while advancing fiscal results. The Executive Director of Online Operations additionally plans, develops, organizes, implements, directs and evaluates the effectiveness and efficiency of online education. The role will work in close partnership with Academic leaders and shared services partners to develop scalable high quality online educational programs, including the identification of new programs. Provides leadership in the interpretation, coordination, and administration of university policies and procedures on student enrollments, financial aid, student aid, student retention, career services, educational/support staff and human capital administration. Will be responsible for directing and meeting operational budgets and prepares reports relating to all functional areas. This role is based in the Irvine, CA or Richardson, TX location and consistent in-person presence is expected in order to achieve collaboration with other related functions.Essential Functions &amp; Responsibilities<ul><li>Responsible for the comprehensive coordination of overall leadership and evolutionary vision of the online learning goals for the University.&nbsp; </li><li>Works collaboratively with the University academics, admissions, finance and marketing staff, as well as other key offices and resources, to develop a comprehensive online business model that stretches from the recruitment to the graduation and placement of online students and supports a student centered learning experience. </li><li>Works with academic leadership in all aspects of creating a set of successful online learning programs, including, but not limited to, curriculum design, identification and integration of new technologies, program development and learning products.&nbsp; </li><li>Researches, identifies, and recommends new online academic programs.</li><li>Responsible for administration of online learning strategies including design elements, accelerated development methods, program pricing and financial aid packaging of new programs and offerings.&nbsp; </li><li>Utilizes a standards-based approach to quality assurance of operations including working with internal QA and Compliance to ensure appropriate adherence to regulations and policies. </li><li>Oversees the development, maintenance and implementation of all online learning-related policies and procedures ensuring compliance.</li><li>Plans, develops, organizes, implements, directs and evaluates the effectiveness and efficiency of online education and financial sustainability of the Online Operations Department in collaboration with Program Directors, campus Administration, faculty, and support staff.</li><li>Develops and manages annual budget, ensuring effective budget planning and fiscal responsibility. Ensures campus achieves all budgeted profit and loss metrics.&nbsp; </li><li>Assures high academic standards through the establishment of appropriate student evaluation mechanisms.</li><li>Actively engages in and promotes student academic achievement assessment processes and procedures and uses this data to improve instructional methodologies.</li><li>Monitors student retention and satisfaction and assists in developing action plans for improving student retention/satisfaction.</li><li>Establishes sound decision making and governance process that presents the full benefit of technology to build the West Coast University brand and capitalizes on opportunities for program and geographic growth.</li><li>May represent the University externally to media, regulatory agencies, funding agencies, and the general public as appropriate and directed by manager.</li><li>Adheres to established operating policies, procedures and approaches for computing and information technology consistent with Company policies and objectives and ensures appropriate execution. </li><li>Maintains professional appearance for position and serves as a role model, leader and mentor to the campus community.</li><li>Conducts job responsibilities in accordance with the standards set out in the Company’s Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and states laws, and applicable professional standards.</li><li>Maintains regular and timely attendance, reports to work as scheduled and assures time worked and/or time-off is recorded properly. </li><li>Attends in-services and other required meetings.</li><li>Maintains confidentiality of all student, associate, and/or company information as required.</li><li>Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.</li><li>Maintains order, cleanliness and safety at work. </li><li>Performs other job duties as assigned.</li></ul>Education<ul><li>Bachelor’s degree in education, administration, business management, student affairs, or related field required.</li><li>Master’s degree in education, administration, business management, student affairs, or related field strongly preferred.</li></ul>Knowledge/Experience<ul><li>A minimum of five years successful enterprising dynamic senior level management experience in managing, challenging, and leading an online division in higher and/or proprietary education.</li><li>Demonstrated success and experience managing a multi-million-dollar business that translates to running a $50M business.</li><li>Experience in entrepreneurial approaches to establish new initiatives.</li><li>Success as a change agent.</li><li>Demonstrated accomplishments in the area of online degree learning.</li><li>Experience in education management/administration, advanced education, post-masters continuing education, distance/extended learning, or related field leading and managing educational programs.</li><li>Experience with and working knowledge of Microsoft Office.&nbsp; </li><li>Knowledge of instructional design practices with the ability to convey complex technical concepts.</li><li>Knowledge of project management and the use of metrics to identify resource needs and provide accountability.</li><li>Knowledge of learning theories, instructional design, and outcomes-based assessments. </li><li>Knowledge of learning management systems, computer platforms, and authoring software. </li><li>Knowledge of the functional needs of online instructors and students.</li><li>Knowledge of the principles of supervision, administration, systems management, and community organization as applicable to specialized program area.&nbsp; </li><li>Knowledge of state, federal and local laws/regulations relating to programs, governmental compliance and other regulatory standards such as Title IV, ABHES, BPPE, WASC and other accreditation standards.</li></ul>#HEJ #LI-MP1

West Coast University

Executive Director, Online Operations

SummaryReporting to the Co-President, Business Operations in a multi-faceted, multi-location academic and administration setting, the Vice President, Marketing is responsible for the short-/long-range marketing and strategic planning that includes direct and on-line marketing for new services, programs, and communications for expansion and growth. Drives the design and implementation of a strategic marketing strategy that creates a first impression that is second to none for multiple constituencies including but not limited to prospective students, the current student body, alumni clinical partners, regulators, banking partners and graduate employers. Facilitates client development through marketing initiatives that will drive both American Career College and West Coast University’s efforts to be a visionary leader in its emerging market and revenue goals by acquiring and developing new customers through overall marketing, direct and online marketing initiatives, measuring and communicating results, acquiring new customers to help develop and launch new products, attracting new leads, brand/image management, optimizing search engine capabilities, establishing a segmentation strategy to increase the effectiveness of the online marketing efforts.&nbsp;Essential Job Functions and Responsibilities<ul><li>Develop, manage and maintain marketing strategy for brand.</li><li>Create and manage a brand framework that can be leveraged in multiple regions in the US.&nbsp; This includes consistent equity measure and relevant brand guidelines.</li><li>Lead the marketing communications content development team within the business.&nbsp; This includes agency relationship management and exploration of unique content development models.</li><li>Leverage the use of data and analytics with a clear understanding of the “full-funnel” marketing model.</li><li>Lead thinking of the management team on evolutions in marketing and how they apply to our organization.</li><li>Create a high performing team that is encouraged in the company and with adequate career progression and succession plans.</li><li>Evolve and diversify the integrated marketing and channel strategy across SEO, paid search, paid social, email marketing, display, retargeting, video to acquire and retain new students.</li><li>Implement a content marketing strategy that drives awareness, differentiation and interest.</li><li>Strategically matches messaging and channel to the various constituents for sustainable positive brand awareness and affinity.</li><li>Assists in implementing a marketing strategy to build the University and College visibility and enrollment as well as create brand awareness.</li><li>Responsible for crafting a clear differentiating strategy to ensure that all marketing campaigns are fully integrated (internal/external).</li><li>Supervises a staff and several outsourced contractors and have P&amp;L responsibility with direct reports.</li><li>Manages direct responsibility for the media budget that drives first-time student enrollments.</li><li>Leads the organization’s overall marketing, branding, and advertising and work closely with communications to increase awareness and student enrollment through optimizing digital marketing and social media.</li><li>Targets appropriate student demographics and channels while utilizing metrics to evaluate the effectiveness of marketing programs and take on-going corrective actions as needed to reach /stretch objectives.</li><li>Creates content that will attract potential students on new products/features and engage them in innovative ways to drive awareness via digital media and appropriate legacy media channels.</li><li>Collaborates with Admissions, Communications, and Operations to develop and direct the implementation of marketing strategies and achieve increased market share objectives.</li><li>Responsible for evaluating and improving ROI of all marketing campaigns through continual testing to beat standards and accountable for performance metrics. Implement controls to manage efficient COA and to generate student interest resulting in increased student admissions.</li><li>Manages external advertising and direct response agencies to drive student enrollments, while maintaining a positive image for the University and College. Optimizing CRM systems will be critical to success.</li><li>Serves as the primary media strategist to leverage the University and College’s existing marketing efforts in direct response advertising including Social Media, online advertising, TV, radio, direct mail, and print by creating a multi-channel integrated expansion from traditional and online media to social networking outlets.</li><li>Establishes a marketing strategy to increase the effectiveness of the online marketing efforts. To develop and execute an online student acquisition plan designed to maximize web site traffic and enrollment demand that includes paid and natural search, social media, affiliate programs, partnership, marketing/content integration programs, email marketing acquisition and retention programs.</li><li>Continually assesses University and College’s marketplace, the alignment of its mission and programs with market interests, and the effectiveness of its media and messages.</li><li>Represents the Company externally to media, regulatory agencies, funding agencies, and the general public as appropriate.</li><li>Reviews workload and analyzes staffing requirements.&nbsp; Interviews, selects, trains, counsels, and evaluates staff to ensure effective support.&nbsp; Reviews the efforts of staff and provides direction where needed, ensuring timely completing in accordance with objectives.</li><li>Works closely with Corporate Management staff, attends meetings, provides reports and/or information as needed.</li><li>Participates in professional development and organizations in order to maintain an understanding of current ideas, research and practices, attends meetings, workshops and seminars to enrich personal growth, knowledge and skill in management development.</li><li>Maintains professional appearance for position and serves as a role model, leader and mentor to the campus community.</li><li>Adheres to Company policies and procedures and provides leadership to all staff through guidance and example.</li><li>Conducts job responsibilities in accordance with the standards set out in the Company’s Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and states laws, and applicable professional standards.</li><li>Maintains regular and timely attendance, reports to work as scheduled and assures time worked and/or time-off is recorded properly.</li><li>Maintains established department policies, procedures and attends in-services and other required meetings.</li><li>Maintains confidentiality of all student, associate, and/or company information as required.</li><li>Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.</li><li>Maintains order, cleanliness and safety at work.</li><li>May perform other duties as assigned.</li></ul>Education<ul><li>Bachelor degree in sales, marketing, business, communications or a related field required.</li><li>Master’s degree in sales, marketing, business, communications or a related field preferred.</li><li>Experience in higher education in either a not-for-profit or for-profit organization is a plus.</li></ul>Required Knowledge/Experience<ul><li>The successful candidate must have ten or more years’ experience with most recent experience in a senior level position managing the marketing department with P&amp;L responsibility. Must have experience recruiting and managing internal staff as well as external vendors such as agencies. Must have recent experience in digital marketing.</li><li>Previous experience in Higher Education preferred.</li><li>Proven ability to lead various marketing functions, including content marketing, SEM, SEO, email marketing, retargeting, paid social media, mobile and display.</li><li>Must have demonstrated experience creating successful online strategy and direct response marketing and advertising with demonstrated ability to innovate, increase lead generation and conversion, and deliver measurable bottom-line results.</li><li>Must have excellent written, editing and oral communication skills, particularly with the ability to persuade, both verbally and in writing. Outstanding interpersonal skills, including independent judgment and the ability to relate well to administrators, board members, faculty, staff, students, and the media in multiple locations is important.</li><li>Must be performance-driven and have exceptional analytical skills.&nbsp; Strong analytics foundation with the ability to drive data-based decision making.</li><li>Strong financial acumen with proven planning, forecasting, and budgeting skills.</li><li>Superior leadership skills including team leadership, thought leadership, problem solving and collaboration.</li><li>Experience leading and managing agency partners.</li><li>Exceptional cross functional management and project management skills and experience.</li><li>Highly organized and detail oriented with ability to maintain flexibility.</li><li>Demonstrated ability to innovate, increase lead generation and conversion, and deliver bottom-line results.</li><li>Knowledge of state, federal and local laws/regulations relating to programs, governmental compliance and other regulatory standards such as Title IV, ACICS, WSCUC, and other accreditation standards.&nbsp;</li></ul>#HEJ #LI-MP1&nbsp;&nbsp;&nbsp;&nbsp;

Vice President, Marketing

Position SummaryThe Finance Operations Director is responsible for leading the overall financial management of the ISC operations of Proximo. This position is accountable for the development and execution of a strategic vision for financial operations, including monitoring/forecasting financial data to identify potential efficiencies, and critical issues and ensure sound risk management and internal control environment. This position ensures that Operations P&amp;L and Cash analysis and reporting for both current and outlook performance of the supply finance and accounting team. He/she is the principal business partner of the ISC VP. Role &amp; Responsibilities<ul><li>Lead the development and creation of supply chain processes being flexible and creative and acting as a change agent to influence adoption.</li><li>Ensure continuous improvement plans are in place for successful business continuity.</li><li>Create and implement a clear strategic vision of how finance can enable the supply chain to optimize the business and organization, connect operational metrics to accounting and financial outcomes, to drive business success and long-term growth.</li><li>Provide strategic financial leadership by partnering with Senior Supply Chain Management on initiatives and sequencing to create a competitive advantage in sourcing, production, logistics, distribution, and procurement achieving cost and service objectives</li><li>Develop tangible cost and capacity glide paths in line with revenue and profitability targets through production and sourcing strategies and CAPEX impact.</li><li>Lead the Supply Chain Finance function including 1) Financial Planning and analysis, 2) Sourcing/Operations support, and 3) Product pricing support.</li><li>Act as chief financial lead for the most impactful line on the company P&amp;L – COGS and inventory</li><li>Act as a strategic thought partner, finance lead, reporting, and analysis provider to VP ISC and their direct reports.</li><li>Coach, mentor, manage, and develop the team in lline with the three core supply chain finance pillars mentioned above</li><li>Manage the commodity market basket (COGS) including preparing annual budgets, and monthly forecasts along with variance tracking each period including long-term plan</li><li>Mature the development of analytical views that include segmenting by the supplier, spend components (commodities, processing, freight, fees), historical inflation by brand, contracts by vendor, etc.</li><li>Build model capabilities to support future reporting efforts that could include cost to produce, buying behavior analytics, and validation of margins.</li><li>Lead the review process that shares progress with stakeholders and highlights areas of risk and opportunity.</li><li>Continue to expand financial reporting and drive standardization within Supply Chain Finance to help inform decision-making and provide leadership with a clear picture of COGS.</li><li>Partner with Procurement during RFPs to model out financial impacts and help ensure data is accurate and presented clearly for senior leadership</li><li>Help drive forecast accuracy by closing the loop on variance reconciliations and using data to improve forecast intelligence</li><li>Keep key stakeholders and leadership informed via Scorecards and Dashboards</li></ul>Key Competencies<ul><li>Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.</li><li>Problem Solving--Identifies and resolves problems promptly; Gathers and analyses information skilfully; Develops alternative solutions; Works well in group problem-solving situations. </li><li>Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.</li><li>Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. </li><li>Project Management--Coordinates project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget.</li><li>Managing People--Includes staff in planning, decision-making, facilitating, and process improvement; Takes responsibility for subordinates' activities; Makes self-available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills. </li></ul>Key Relationships &amp; Scope<ul><li>Operations: Stranahan´s (Colorado, USA), Old Bushmills (Belfast, Ireland), Proximo (Indiana, USA), Great Jones (NY, NY), Black Dirt, (Warwick, NY)</li><li>Distribution channels: Mexico, US, Canada, UK, Northern Ireland, JCMD, Australia I2I &amp; China</li></ul>Knowledge and Experience<ul><li> Master's degree in business administration, accounting, or finance</li><li>Seven plus years of experience in financial management with increasing responsibilities for multi-faceted direction and planning. Relevant experience in the consumer goods industry, spirits experience, and/or 3-tier distribution experience preferred.</li><li>Knowledge of database and accounting application systems to supply the most accurate financial operations information. Four to six years of experience in financial management with increasing responsibilities for multi-faceted direction and planning.</li><li>Excellent verbal and written communication skills</li><li>Excellent strategic, analytical and organizational skills.</li><li>Demonstrated ability to build and maintain effective working relationships with all levels.</li><li>Strong interpersonal, influencing, negotiation, time management and presentation skills required.</li></ul>

Proximo Spirits

Director of Finance And Operations

Great Jones Distilling Co., the first bourbon distillery in Manhattan since Prohibition. This groundbreaking establishment is the initiative of Proximo Spirits, a global beverage company with Hospitality operations across the globe.SUMMARY:We are looking to recruit a dynamic and accountable leader to manage the Great Jones Whiskey Brand Home in New York City. This state-of-the-art facility houses an operational whiskey distillery, one restaurant, three bars and several event spaces. The Hospitality Director will be responsible for the day-to-day running of every aspect of the space, driving sales and delivering the Great Jones experience across all F&amp;B, retail and distillery tour operations in a completely new &amp; unique environment. Reporting into the National Brand Home Director, this role will be responsible for training and managing a multidisciplinary team capable of delivering exceptional customer service &amp; expert product knowledge to the guests. This role will also be responsible for KPI attainment in line with company and brand strategies and goals.RESPONSIBILITIES:<ul><li>Align and establish goals, objectives and procedures with ownership and staff.</li><li>Work with corporate on executing and forecasting budgets.</li><li>Develop customer-focused initiatives that drive the sales, revenue and profitability</li><li>Lead the annual marketing planning process and forecast revenue based on sales-related data.</li><li>Drive development and implementation of marketing strategies, including advertising campaigns and promotions.</li><li>Work closely with Brand Marketing and PR teams.</li><li>Manage external agencies where necessary.</li><li>Create and maintain strong vendor and supplier relationships.</li><li>Oversee and ensure that all company systems and policies are maintained.</li><li>Establish and fulfill all record-keeping and administrative requirements to be compliant and increase efficiency.</li><li>Assist in establishing and upholding company standards, policies and procedures.</li><li>Hire, train, coach, and motivate leadership team.</li><li>Oversee training of managers to develop leadership and customer service skills.</li><li>Will work closely with management to train hourly staff including BOH, FOH, Tour Team.</li><li>Oversees management schedule, sick and PTO days</li><li>Keep Brand Director promptly and fully informed of all issues (i.e. problems, unusual matters of significance and positive events) and take prompt corrective action where necessary or suggests alternative courses of action</li><li>Work closely with the Executive Chef and Beverage Manager to coordinate the F&amp;B program including PR, activations, cocktails and other F&amp;B needs including scheduling and supplies</li><li>Oversee and review any customer complaints and resolve any issues for</li><li>customer satisfaction.</li><li>Familiarity with NY labor laws.</li><li>Hold management team accounting on inventory &amp; labor, where the team must achieve and maintain both preset BOH and FOH labor and food costs goals.</li><li>Enforce disciplinary actions as needed</li><li>Ensures compliance with the Department of Health and conduct regular DOH walk-throughs. Maintains A-grade status year on year.</li><li>Maintain a positive environment and continuously build a high-performance team</li><li>Establish and enforce compliance with all health, sanitation, liquor, safety and employment regulations.</li><li>Must be able to work a flexible schedule to include weekends and holidays.</li><li>Oversee all aspects of the building(s)’ daily operations, ensuring safe working conditions for employees and guests.</li><li>Ensure property monthly &amp; quarterly preventative maintenance is completed on time.</li><li>Successfully pass all property audits and inspections conducted by local and state agencies as well as internal and investor reviews, meeting and exceeding compliance standards.</li><li>Prepares, executes new CapEx projects and acquires multiple contractor bids for work done by independent contractors.</li></ul>QUALIFICATIONS:<ul><li>A minimum of 5 years of progressive management experience in hospitality &amp; entertainment.</li><li>Strong experience with P&amp;L management and ability to oversee cost and labor control to achieve bottom-line profitability.</li><li>Experience with or strong understanding of Marketing and Brand Positioning.</li><li>Strong understanding of point of sale, analytic, and inventory systems.</li><li>Leadership experience in hiring, training of managers, BOH and FOH staff.</li><li>Bachelor’s degree or Certification in Hospitality-related field required.</li></ul>The salary range for this role is a base salary of $150,000 - $165,000 along with an annual bonus, 401K match, and medical and wellness benefits. The range will vary if outside of this location. Base salaries are determined during our interview process, by assessing a candidate’s experience and skill set against internal peers and against the scope and responsibilities of the position.

Director of Hospitality- Great Jones Distilling Co.

Job description HSBC Innovation BankingWe support the builders, forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors, and those working towards IPO. Whether it’s providing strategic advice, comprehensive banking, industry connections, or creative and bespoke capital solutions, we power ideas at every stage of their journey. From the first-time founders to the funds that back them and everything in between. We're proud to accelerate growth for tech and life science businesses, create meaningful connections, and open a world of global opportunity for entrepreneurs and investors alike.HSBC has a deep passion for&nbsp;sustainability, committing&nbsp;$1B of capital&nbsp;to early-stage venture debt. This role sits at the intersection of massive HSBC climate ambitions and supports the early-stage founders with audacious goals to alter the physical world.The Opportunity – Director, Climate &amp; Frontier Tech Relationship BankingAs our business continues to grow we are looking for an experienced professional to join our HSBC Innovation Banking Technology Banking Practice in the Bay Area. This is an exciting opportunity to help grow the business in the core Innovation market and to partner with the next generation of builders in the physical world.The role is focused on building deep relationships with the founders and CEOs of new and scaling technology companies. The team is focused on companies in Climate &amp; Deep Tech ecosystems, and you should have relevant experience in and a passion for the space. By working closely with these teams, you will build trusted relationships with these companies leveraging HSBC’s Innovation Banking platform to help them grow.&nbsp;You will build effective internal networks with multiple teams across all of HSBC, particularly our colleagues in Innovation Lending, Relationship Advisors, Product Advisors, and internal operations to provide a streamlined banking experience for the client.&nbsp;What you’ll be doing<ul><li>Building deep, long-term relationships with the founders and finance leaders of growing technology companies </li><li>Deliver the breadth and depth of the HSBC Innovation Banking Platform</li><li>Developing relationships with Venture Capitalists, Advisors and finance partners who work with companies in the Enterprise Software vertical&nbsp;</li><li>Generating new business for HSBC Innovation Banking through banking products and identifying opportunities to support companies with lending and credit products&nbsp;</li><li>Developing the HSBC Innovation Banking brand by both creating and being in the market at industry events and conferences and creating high quality media, speaking and thought leadership opportunities&nbsp;</li><li>Building effective internal networks within the HSBC Innovation Banking platform to enable full success in the role&nbsp;</li><li>Providing insight into the HSBC Innovation Banking platform on key industry and company trends to ensure HSBC INNOVATION BANKING is developing its business to meet the needs of the innovative ecosystem.&nbsp;</li></ul>For this role, HSBC targets a fixed pay range between $175,000 and $250,000.The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. What you’ll bring<ul><li>8+ Years of relevant technology ecosystem experience </li><li>Entrepreneurial, extremely self-motivated, and success driven&nbsp;</li><li>Long-term, authentic relationship building skills and proven origination skills to build a high quality client portfolio&nbsp;</li><li>Preference for candidates with experience working in the venture capital and start-up ecosystem&nbsp;</li><li>Expert Relationship Management skills with companies within the Technology and Innovation Sectors&nbsp;</li><li>Strong finance, analysis and commercial lending experience, including the ability to understand and negotiate credit terms&nbsp;</li><li>Excellent all-round knowledge of banking products, including Treasury, Clearing and Trade Finance Solutions&nbsp;</li><li>Strong background in debt structuring and execution.&nbsp;</li><li>Passionate about technology start-ups and the venture ecosystem&nbsp;</li><li>You should have an entrepreneurial, collaborative approach, and a flexible style that allows for the input of others. It’s a must that you share the core values of HSBC Innovation Banking and be focused long term outcomes with a proven track record of delivering results.&nbsp;This role will be based in the Bay Area. </li></ul>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.&nbsp; You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.&nbsp; We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

HSBC

Vice President, Relationship Manager - Frontier and Climate - Innovation Banking

About CorroHealth: At CorroHealth our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp; JOB SUMMARY:Office Location: RemoteCorroHealth provides data-driven solutions combined with clinical operations support to hospitals and health systems to help them enhance Medicare compliance and improve financial performance. CorroHealth was founded by industry leaders who established the standard for reviews of Medicare short-stay cases and remain trusted advisors to hospitals across the country.As a Medical Director, Concurrent Review for CorroHealth’s CorroClinical division, you’ll have the unique opportunity to evaluate hospitalizations across the country while utilizing your medical knowledge and gaining experience as an expert advisor to our client hospitals. You will perform concurrent clinical case reviews and provide recommendations that focus on establishing the appropriate admission status. CorroHealth offers a career path that allows you to continue using your clinical knowledge, drive value to hospitals while providing you with a predictable schedule. This opportunity allows for the work/life balance you desire while expanding your knowledge base in Utilization Review.The Impact You Will Have: CorroClinical is led by like-minded clinicians who share the same innate calling to help. Hospitals nationwide have recently struggled with managing complex and unforeseen challenges such as global pandemics, complex regulatory updates, and downstream policy changes set forth by Medicare and private payer organizations – resulting in financial difficulty.&nbsp; Our physicians lead challenging and rewarding careers by providing hospital clients with guidance to improve compliance and ensure appropriate payment for the care delivered. The impact of your role will allow attending physicians to focus on what is most important, providing dedicated care to the patients they serve.&nbsp;Annual Compensation Range: Around 210k (includes salary + bonus) (40-hour workweek)Your Schedule: &nbsp;Training (The first 4 to 6 weeks):<ul><li>Starting your first day of employment you will train FT, M-F for 4 weeks (req't is firm) This is online remote-based training. &nbsp;&nbsp;</li><li>Training is conducted live between the hours of 9:00 a.m. ET to 5:00 p.m. ET Monday through Friday.&nbsp;</li></ul>After Completion of Training: <ul><li>Your schedule will be either Sunday-Thursday or Tuesday-Saturday, depending upon business needs</li><li>Each of your shifts will be 9 hours in length, which includes one hour of dedicated break time.</li><li>Our expectation is that at least one of your weekday shifts will conclude by 9p ET, in order to satisfy client service needs</li></ul>Working at CorroHealth:All necessary hardware and software is provisioned to each of our Medical DirectorsYou have the ability to work remotely in a comfortable environment.In This Role You Will: <ul><li>Utilize clinical expertise to identify the salient points within a case review</li><li>Perform focused real-time and post-discharge case reviews in the hospital’s EMR</li><li>Identify areas of process improvements and inefficiencies</li><li>Interact with attending physicians at client hospitals as needed – through secure messaging, text, and potential phone call</li><li>Opportunity to be involved in additional responsibilities such as special projects, focus groups, new Medical Director training, or organizational committees</li></ul>Do You Have What It Takes?<ul><li>MD or DO degree with strong clinical knowledge</li><li>Active unrestricted medical license in at least one state within the United States</li><li>Required specialization in Adult Internal Medicine, Emergency Medicine, Hospitalist, Nephrology, or Infectious Disease; Board certification (preferred)</li><li>At a minimum, 1 year of acute care post residency adult hospital experience in a US hospital within the past 5 years or recent relevant physician advisor experience</li><li>Working knowledge of hospitals’ EMR</li><li>Computer proficient</li><li>Excellent verbal and written communication skills</li><li>Team Player</li></ul>We Offer:<ul><li>Quality of life with a remote predictable part-time schedule**</li><li>Comprehensive training and education program</li><li>Opportunities for career growth within the organization</li><li>401k with company match</li><li>Ample paid time off and paid holidays</li><li>Health, Dental, and Vision Insurance</li><li>LTD and Life Insurance</li><li>CME/Licensure Reimbursement</li><li>Competitive Salary and Uncapped Bonus Plan</li></ul>**We organize our Medical Director’s schedules to serve our clients 365 days a yearPhysical Requirements:Physical requirements include, but not limited to, sitting for extended periods of time, repetitive movement of hands/fingers (i.e., typing and/or writing), and ability to talk and hear.CorroHealth is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, state, or local law.ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

CorroHealth

Medical Director, Concurrent Review (Full-Time/Remote)

Job description Vice President in Equity Capital Markets, HSBC Securities (USA) Inc., New York, NY: Responsible for originating, structuring and executing equities, equity-linked and strategic equity transactions on behalf of HSBC’s clients. Responsible to work with and support the team in originating and executing transactions covered by the team. Liaise with Global Markets teams in sales, research and trading to deliver capital markets advice to our corporate clients. Manage the day to day execution process, liaising both internally with other teams within HSBC as well as with clients and other advisors externally. Interacting with the investment banking team, industry sector banking teams, and other capital markets teams in other regions. Work collaboratively with colleagues in the wider ECM, ELCM and SEF businesses, as well as other stakeholders across Global Banking, Commercial Banking and Global Markets.Full time employment, Monday – Friday, 40 hours per week, $226,762 to $235,000 per year. Requirements Must have a Bachelor’s degree or foreign equivalent in Finance, Business or a related field and at least 6 years of progressive post-baccalaureate related work experience.&nbsp;&nbsp; Qualifying experience must include at least 5 years of experience in: ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Financial analysis·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Preparing pitch materials as well as market and economic updates as part of the origination of equity, and equity-linked and strategic equity products across all industry sectors across the Americas·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Creating and interpreting financial models ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience in transaction structuring·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with issuer due diligence on mandated transactions·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Coordinating roadshow meetings with investors·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Investor management during marketing·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Experience with sales, research and trading to deliver capital markets advice to corporate clientsQualifying experience must include at least 4 years of experience in: ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ECM experience·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Working as part of a multiple deal team for equity capital markets transactions with increasing levels of leadership rolesMust have or able to obtain FINRA Series 63 and 79 licenses.Up to 10% domestic travel required. If you would like to apply to this position, please click the 'Apply' button.In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in &nbsp;the U.S. as HSBC will not engage in immigration sponsorship for this position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Vice President in Equity Capital Markets

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.THE ROLEThe Director, Network Services is a visionary technology leader responsible for overseeing network architecture, design, deployment, and operations globally.This role involves directing multiple teams, including managers of teams, responsible for networking, telephony, and audiovisual.Success in this role requires in-depth knowledge of network architectures, telephony platforms, audiovisual media, cloud technologies, switches, firewalls, operating systems, and application connectivity and communication requirements.Works closely with Senior Management to define future state services, establishing efficiencies that are consistent with the vision and strategy of MFS. Position mitigates risk and is focused on internal controls.&nbsp; WHAT YOU WILL DO<ul><li>Oversee the design and implementation of the next-generation network globally to support cloud, telephony, audiovisual, existing datacenter workloads while ensuring secure and resilient operations.</li><li>Manage and develop high-performing teams, providing coaching, training and mentoring to both leaders and individual contributors in their career growth.</li><li>Provides project management, prioritization, direction, and leadership to staff to accomplish defined projects and support activities.</li><li>Identifies areas where new technologies can be leveraged to create enhanced customer service or improved operational efficiencies. Initiates steps to ensure Network high availability, protection from unauthorized access, and data integrity as if traverses the Network infrastructure.</li><li>Conducts analysis, coordinates decision making, and informs MFS Management when issues arise that impact the content or delivery of projects.</li><li>Attends industry seminars and communicates relevant information to unit.&nbsp; Ensures that personal development and professional training opportunities are available to the Network members.</li><li>Maintains management reports that will track progress of outstanding projects, system enhancements, and other key elements.</li><li>Drive technological advancements to optimize and advance firewall and VPN/remote access strategies and implementations.</li><li>Implement top-tier solutions and technologies for monitoring and performance management.</li><li>Establish credibility with business and application partners by implementing clear and measurable governance frameworks that accelerate the speed to market for all cloud functions.</li><li>Foster collaboration across business units to support aligned strategies and promote mutually respected operational practices, driving continuous improvement in every market.</li><li>Oversee the ongoing review of current network services to develop new and improved services, optimizing usage, capacity planning, cost reduction, and efficiency enhancement.</li></ul> WHAT WE ARE LOOKING FOR<ul><li>Bachelor’s degree or equivalent experience is required.</li><li>Minimum of 12-15+ years’ prior related experience in Network technology, Unified communication preferably with 5 years in Financial Services.</li><li>Familiarity with Firewalls, point-to-point VPN, and client VPN technologies is necessary.</li><li>Technical competence in LAN/WAN/INTERNET technologies, TCP/IP protocol suite; SONET based network services and routing protocols.</li><li>Demonstrate a deep understanding of current and emerging network technologies, especially in the context of SaaS, private cloud networks. Proven track record in simplifying complex environments.</li><li>Showcase your ability to develop and execute plans that ensure the right individuals are in the right roles at the right time. Demonstrated experience in keeping employees highly engaged and satisfied.</li><li>Consult end users, network staff, IT colleagues, business partners and industry best practices to determine present and future network infrastructure plans.</li><li>Demonstrate the ability to influence the technological strategic vision, understand business priorities, navigate through ambiguity, and work effectively in a highly matrixed organizational structure.</li><li>Experience with Cybersecurity, SOX Compliance, PCI, and Data Privacy regulations (such as GDPR) is preferred.</li><li>Assess enterprise networking needs and assist in the introduction of new technologies in support of business needs.</li></ul>PREFERRED SKILLS, QUALIFICATIONS &amp; EXPERIENCE<ul><li>Financial skills to manage an annual operating and capital budget.</li><li>Strong organizational and large project planning management skills.</li><li>Excellent interpersonal, communication, and management skills.&nbsp; Experience designing and delivering presentations and training to diverse audiences, including senior management, administrative staff members, technical and non-technical personnel, and clients of MFS.</li><li>First-hand experience in implementing organizational changes to transition to an agile and cloud-based environment is highly valued.</li><li>Possess strong written and oral communication skills, with the capability to articulate ideas clearly to all levels within the organization, including the executive leadership team, peers, and staff.</li><li>Ability to interact with all levels of MFS management</li><li>A plus if certified in the following:<ul><li>Cisco Certified Network Associate (CCNA)</li><li>Cisco Certified Network Professional (CCNP</li><li>Azure Network Engineer Associate (AZ-700)</li><li>Palo Alto Networks Certified Network Security Administrator (PCNSA)</li></ul></li></ul>#MBLI#LI-HYBRIDAt MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.<h4>What we offer:</h4><ul><li>Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time</li><li>Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave</li><li>Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions</li><li>Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more</li><li>Life &amp; Disability Benefits: Company-paid basic life insurance and short-term disability</li><li>Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs</li></ul>MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email <a href="mailto:talent_acquisition@mfs.com" target="_blank">talent_acquisition@mfs.com</a> for assistance.&nbsp;MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.

MFS Investment Management

Director of Networking

About CorroHealth: At CorroHealth our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp; JOB SUMMARY:As a&nbsp;Medical Director, Denials Management you will have the unique opportunity to evaluate hospitalizations across the country while utilizing your medical knowledge and gaining experience as an expert advisor to client hospitals. You will perform clinical case reviews and provide recommendations that focus on establishing the appropriate admission status. CorroHealth offers a career path that allows you to continue using your clinical knowledge, drive value to hospitals while providing you with a predictable schedule. This opportunity allows for the work/life balance you desire while expanding your knowledge base in Utilization Review.&nbsp;The Impact You Will Have:CorroHealth&nbsp;is&nbsp;led&nbsp;by like-minded&nbsp;clinicians who share the same innate calling to help.&nbsp; Hospitals nationwide have recently struggled with managing complex and unforeseen challenges such as global pandemics, complex regulatory updates, and downstream policy changes set forth by Medicare and private payer organizations – resulting in financial difficulty.&nbsp; CorroHealth physicians lead challenging and rewarding careers by providing our hospital clients with guidance to improve compliance and ensure appropriate payment for the care delivered. The impact of your role will allow attending physicians to focus on what is most important, providing dedicated care to the patients they serve.&nbsp; &nbsp;Your Schedule:&nbsp; Training (The first 3-4 weeks):<ul><li>Training will occur Monday-Friday 9A-5P ET</li></ul>After Completion of Training:<ul><li>Schedule will be Monday-Friday, anywhere between 8a-5p ET to 10a-7p ET.</li><li>Each of your shifts will be 9 hours in length, which includes one hour of dedicated break time.</li><li>Includes an expectation of 1 weekend 6-hour shifts of “prep” for peer-to-peer cases, within a 6-week business period</li></ul>Working at CorroHealth:<ul><li>All necessary hardware and software is provisioned to each of our Medical Directors&nbsp;</li><li>You have the ability to work remotely in a comfortable environment</li></ul>In This Role You Will: <ul><li>Perform Peer-to-Peer case discussions with payer medical directors</li><li>Utilize clinical expertise to identify the salient points within a case review</li><li>Perform focused real-time and post-discharge hospital case reviews in hospital’s EMR</li><li>Identify areas of process improvements and inefficiencies</li><li>Perform related duties and projects as assigned</li></ul>Do You Have What It Takes? <ul><li>MD or DO degree with strong clinical knowledge&nbsp;</li><li>Active unrestricted medical license in at least one state within the United States&nbsp;&nbsp;</li><li>Required specialization in Adult Internal Medicine, Emergency Medicine, Hospitalist, Nephrology, or Infectious Disease; Board certification (preferred)&nbsp;</li><li>At a minimum, 1 year of acute care adult hospital experience in a US hospital within the past 5 years or recent relevant physician advisor experience&nbsp;</li><li>Working knowledge of hospitals’ EMR&nbsp;</li><li>Computer proficient&nbsp;</li><li>Excellent verbal and written communication skills&nbsp;</li><li>Team Player</li></ul>We Offer:&nbsp; <ul><li>Quality of life with a remote predictable, full-time schedule&nbsp;</li><li>Comprehensive training and education program&nbsp;</li><li>Opportunities for career growth within the organization&nbsp;</li><li>Salary plus bonus opportunities</li><li>Medical, Dental, Vision coverage, 401K&nbsp;</li><li>Holidays, paid time off, short term and long-term disability insurance, and life insurance&nbsp;</li><li>Allowance for CME and/or license renewals&nbsp;&nbsp;</li></ul>ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Medical Director, Denials Management

20-Nov-2023<h4>Senior Director of Development, Gift Planning, Faculty of Arts and Sciences</h4>Alumni Affairs and Development 64420BRJob SummaryAlumni Affairs and Development (AA&amp;D) Alumni Affairs and Development is a dedicated team supporting Harvard’s advancement activity through front-line fundraising, alumni and volunteer engagement, technology, prospect management and research, business process, events, communications, and many other areas. Our goal is to create an environment of respect that leverages the many talents, perspectives, and experiences of our employees; to deliver the strongest possible results by incorporating diverse perspectives into our daily work; and to make AA&amp;D a great place to work for everyone. We strive to live our values of respect, inclusion, trust, collaboration, continuous improvement and innovation; and open communication and effective information sharing in our daily interactions and our work. AA&amp;D is comprised of the University Development Office (UDO), Faculty of Arts and Sciences (FAS) Development, AA&amp;D Resources, the Harvard Alumni Association (HAA), and the Office of the Vice President (OVP). This newly refreshed opportunity is part of the growing Faculty of Arts and Sciences Development team and will complement an existing spirit of collaboration and entrepreneurship, along with a culture of aspirational thinking in support of a strong mission. The Senior Director of Gift Planning, a full-time exempt position, reports to the Executive Director of Development, Major Gifts and serves as a leader and senior fundraiser on the team. The incumbent will lead a team which not only generates philanthropic support from assigned prospect portfolios but will contribute to a culture that includes celebration, innovation, risk-taking, and best practices. This person will cultivate and support long-term relationships with donors, and partner with colleagues across FAS Development to maximize philanthropic support of the FAS through the creative and effective use of gift planning strategies.&nbsp; As a strong collaborator and team leader, this person will work closely with the entire FAS Development Team and the University Development Office (UDO), to lead a strategic and high-performing planned giving program.&nbsp;Position Description<ul><li>Responsible for working collaboratively across the organization and in partnership with all leadership to develop FAS Development’s overall Gift Planning strategy. This includes annual and multi-year work plans which leverage the expertise of the Gift Planning team to maximize philanthropic support at the principal and major gift levels, and through the reunions and classes work deployed by the Harvard College Fund.&nbsp;&nbsp;</li><li>Leads a team of Gift Planning professionals who work individually and in collaboration with FAS gift officers to: research appropriate planned giving vehicles for prospective donors, develop gift illustrations and proposals, contribute to prospect strategy development, and meet with donors and their advisors alone or in collaboration with other gifts officers to assist in the development of planned giving opportunities and the closure of gifts.&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Develops and executes strategies to increase familiarity and fluency with gift planning vehicles among our staff and donor community.&nbsp;&nbsp;</li></ul><ul><li>Manages a portfolio of planned gift prospects at various stages of their relationship with Harvard. This includes prospect strategy development, cultivation, solicitation, and stewardship. Strategy is frequently set in conjunction with other development officers across FAS Development and the University Development Office. Leads the development and execution of strategies with these prospects and ensures that relevant FAS and UDO colleagues are consistently involved and informed.&nbsp;</li><li>Collaborates with colleagues in Research and Prospect Management to identify planned giving prospects.&nbsp; Works closely with colleagues in Communications and Direct Marketing to develop gift planning marketing and stewardship plans, as well as gift planning collateral materials.&nbsp;</li><li>Oversees the John Harvard Society, the comprehensive bequest and testamentary gift program, and partners with staff and alumni volunteer leadership to promote legacy giving/bequest intentions among Harvard alumni.&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Collaborates with colleagues in the University Planned Giving Office, Alumni and Development Services, Harvard Management Company, and the Office of General Counsel and external legal counsel to maintain and update administrative procedures for planned gifts. Ensures accurate processing and administration of charitable trust and life income gift assets, documentation, disclosure requirements, and associated contemporaneous acknowledgement and crediting. Serves on the Trust Advisory Committee of HMC. Assists in creating gift acceptance guidelines and crediting policies for the FAS. Maintains trust specimens and planned giving/life income plan materials. Stays informed on legislative and tax changes affecting planned giving and keeps staff informed of relevant changes.&nbsp;&nbsp;</li><li>Remains up to date on current issues relating to the gift planning profession through the National Committee on Planned Giving (NCPG), the Planned Giving Group of New England (PGGNEW), Canaras, Ivy/Stanford/MIT Director’s meetings, professional journals, seminars, conferences and workshops. Maintains a professional external presence in the planned giving community and with allied professionals.&nbsp;&nbsp;</li><li>Other appropriate duties that arise.&nbsp;</li></ul>Basic Qualifications<ul><li>A bachelor’s degree and at least 12 years of gift planning or fundraising experience, or comparable work experience gained within the legal or financial professions.</li><li>Excellent verbal and written communication skills. </li><li>Travel and some overnight and weekend work is required.&nbsp;</li></ul>Additional Qualifications and Skills<ul><li>Has ability to think strategically and innovatively, to develop new ideas, and to gain stakeholder buy-in, which results in the successful execution of new plans and programs.&nbsp;</li><li>Is committed to an organizational culture of collaboration and respect.&nbsp; Possesses a supportive and accessible leadership style which inspires individuals to hold themselves to the highest expectations. Gives consistent, timely feedback and positive reinforcement to foster a culture of learning and development.&nbsp; Has the ability to lead and motivate direct reports and to lead with influence across different departments.&nbsp;</li><li>Has demonstrated success in employing complex gift planning and/or tax strategies with high-net- worth individuals and their advisors as a fundraiser or advisor.&nbsp;</li><li>Is agile, adaptable, and comfortable with ambiguity.&nbsp; Models a positive and calm response to challenges and change. Is committed to continuous improvement and growth, personally, and for their team.&nbsp;&nbsp;</li><li>Is a natural relationship builder who is solution-focused and exhibits exceptional active listening skills.&nbsp;</li></ul><ul><li>Possesses a sophisticated understanding of planned giving outreach, solicitation, and stewardship approaches.&nbsp;</li><li>Has ability to respectfully and adeptly communicate, interact, and facilitate conversations with high-level prospects and donors.&nbsp;</li><li>Is committed to fostering a diverse and inclusive workplace.&nbsp;</li><li>Possesses the ability to think strategically and creatively.&nbsp; Demonstrates excellent critical thinking and analysis skills.&nbsp;&nbsp;</li></ul>Additional Information<ul><li>This position requires a 6 month orientation and review period.</li><li>Please include a cover letter with your application.</li></ul>To learn more about the AA&amp;D team, please visit our Careers site at&nbsp;<a href="https://alumni.harvard.edu/careers" target="_blank">https://alumni.harvard.edu/careers</a> To learn more about how Harvard supports diversity and inclusion throughout the University please visit the Office for Diversity, Inclusion &amp; Belonging at&nbsp;<a href="https://dib.harvard.edu/" target="_blank">https://dib.harvard.edu/</a>. Accommodations:&nbsp;Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please let your recruiter know. COVID 19 Vaccination Information:&nbsp;The health of our workforce is a priority for Harvard University.&nbsp; With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines. Work Format DetailsThis is a hybrid position that is based in Massachusetts. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.BenefitsWe invite you to visit Harvard's Total Rewards website (<a href="https://hr.harvard.edu/totalrewards" target="_blank">https://hr.harvard.edu/totalrewards</a>) to learn more about our outstanding benefits package, which may include: <ul><li>Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.</li><li>Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.</li><li> Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.</li><li>Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.</li><li>Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.</li><li>Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.</li><li> Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.</li><li>Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.</li><li> Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.</li></ul>Job FunctionAlumni Affairs and Development Department Office LocationUSA - MA - Harvard Job Code302061 Development Manager Work FormatHybrid (partially on-site, partially remote) Sub-Unit------------ Salary Grade061DepartmentAlumni Affairs and DevelopmentUnion00 - Non Union, Exempt or Temporary Time StatusFull-time Pre-Employment ScreeningEducation, IdentityCommitment to Equity, Diversity, Inclusion, and BelongingHarvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.EEO StatementWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.LinkedIn Recruiter Tag (for internal use only)#LI-JP1

382 Leadership / Executive Board Jobs