Asset Specialist in United States

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The Regional Facilities Manager is the manager for multiple site teams and provides leadership and direction to highly skilled facility Managers and their technicians in delivering facilities management services in a Healthcare environment. This position is responsible for maintaining a high level of client communications and feedback loops. It is the key activator for achieving the expected level of service delivery as described in the Service Level Agreements and measured by Key Performance Indicators. MAIN ROLES AND RESPONSIBILITIES: Sets overall vision and leadership for the facilities team. Establish and execute strategic direction for operations and maintenance team in alignment with client goals. Ensure client relationship and communications around facilities management in region. Work through others to ensure all Client and JLL safety procedures are followed. Develop training programs to increase team technical capabilities. Coordinate the operational aspects of the properties in a manner which protects, maintains and improves the value of the client's assets. Utilize data to develop trends and insights that will drive continuous improvement in the site performance. Manage third-party contractors / vendors engaged in operating and maintaining properties. Team with Contract Ma

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Aetna Better Health is Aetna’s Medicaid managed care plan. Backed by over 30 years of experience managing the care of those with a broad array of health care needs, our Medicaid plans have demonstrated that getting the right help when you need it is essential to better health. That’s why Aetna® Medicaid plans include the guidance and support needed to connect our members with the right coverage, resources, and care. We are focused on enhancing quality and population health outcomes while integrating CVS assets to bring accessible healthcare to our members. Aetna Better Health of Maryland is seeking an experience leader with vast operational knowledge of Medicaid for its state-wide managed Medicaid business in the role of Chief Operations Officer (COO). The COO role will be strategic and committed to developing colleagues as well as relentlessly pursuing change that is best for the organization and its customers. The COO role will collaborate with the CEO to develop the strategic vision of the Health Plan, policies & procedures, and operational objectives including leading RFP readiness efforts. The COO will oversee high level strategic and operational activities of various plan functional areas which include traditional service operations (Claims, Provider Services, Information Technology, Grievance & Appeals and Member Services) as well as Medical Management (Quality, Netw

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare you for a CVS Store Manager position. The SMIT program is designed to enhance your career as a future store leader. We support your development towards the store manager role by participating in a self-paced, collaborative training over the span of 16 weeks. We provide both virtual and hands on learning experiences to develop you as a leader. Our team of people, that support your growth toward your leadership career include: your District Leader, Human Resources Business Partner, Training Store Manager, and your Store Manager coach. Some of the skills needed for this role are: Communicate well verbally and in writing to support and lead your team. Perform customer care duties to provide high levels of service. Execute merchandising strategies to support store sales growth. Manage the store inventory and assets to maintain profitability. We are invested in your growth and anticipate that you will be as well. We expect our SMIT's to: Actively engage with your leader in Key Learning Experiences to support you on your path to promotion during the structured program. Support your store as management team member and lead in a manner that is consistent with CVS values and p

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications:</u