Operations Manager

94804 Richmond, California Honey Bucket

Posted 16 days ago

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Job Description

California Operations Manager - Portable Sanitation & Site Services

Salary Range: $100,000 - $135,000 Annually
Discretionary Bonus: Up to 40% of annual salary
Additional Perks: Company vehicle, shareholder eligibility after one fiscal year, paid weekly
Benefits: Employer-paid medical, dental, vision, PTO & 401(k) with company match

Who We Are:

Honey Bucket, a division of Northwest Cascade, is changing expectations by providing exceptional portable sanitation and site services across the Western U.S. With more than 750 employees across seven states, we deliver high-quality portable restrooms, hand-washing stations, temporary fencing, and storage containers.

We are proud to offer more than just a paycheck-Honey Bucket is a company where under-credentialed overachievers can thrive. Our culture is grounded in our four core values:
Commitment • Customer Focus • Can-Do Attitude • Accountability

What We're Looking For:

A seasoned operations leader to oversee all aspects of Honey Bucket's portable sanitation operations across the Bay Area of California and Sacramento. The ideal candidate will be a confident, hands-on leader with experience managing dispersed field teams, overseeing multi-site operations, and navigating California-specific compliance and safety standards. This role is part of the Honey Bucket Leadership Team and will report directly to the COO.

Our ideal candidate would be primarily based out of Hayward, but travel frequently to all locations engaging with local field employees - current locations include Hayward, Sacramento and Santa Rosa . Typical schedule is Monday-Friday with some weekend availability required, especially during peak event seasons.

Key Responsibilities:
  • Operations Management: Lead all daily operations including scheduling, routing, dispatch, service delivery, and facility oversight. Maintain accountability for site performance and P&L results.
  • Team Leadership: Manage Area Managers, Supervisors, and field employees. Provide coaching, direction, and accountability to ensure individual and team success.
  • Culture Building: Model and promote Honey Bucket values. Clearly communicate mission, priorities, and expectations to all team members.
  • Customer Service Excellence: Build strong relationships with clients and ensure exceptional service delivery under our promise of "Every Service, Every Day."
  • Safety & Compliance: Ensure operations comply with OSHA, Cal/OSHA, DOT, and environmental regulations. Foster a safety-first culture.
  • Fleet & Inventory Oversight: Maintain equipment condition and ensure inventory levels meet operational needs. Ensure asset tracking and maintenance schedules are current.
  • Quality Control: Enforce procedures for cleanliness, service standards, and operational consistency across all locations.
  • Talent Development: Hire, onboard, train, and promote team members based on performance and alignment with company values. Implement performance plans when needed.
  • Strategic Contributions: Participate in leadership planning, monthly Results Team meetings, and operational L10s. Help define and execute on quarterly and annual goals.

Physical and Driving Requirements:
  • Ability to sit, stand, walk, bend, and climb throughout the day in office and field environments
  • Regular driving required across varied terrain and road conditions
  • Must meet physical and medical requirements for safe vehicle operation under company insurance guidelines
  • Frequent visits to job sites, yards, and events in outdoor environments year-round

Why Join Us:
  • Employee-Owned: You'll be part of an employee-owned company, with the opportunity to become a shareholder
  • Career Growth: We invest in our people with on-the-job training, advancement paths, and educational reimbursement
  • Great Benefits: We offer employer-paid medical, vision, and dental, paid time off, and a 401(k) plan with generous company match
  • Unique-Culture: Hard-work, grit and ingenuity with values focus and a sense of humor
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Lead Director, Strategic Planning & Execution

23274 Richmond, Virginia CVS Health

Posted 14 days ago

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Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
The Lead Director, Strategic Planning & Execution facilitates the development of regional and business unit strategic plans within the PBM Health Plan group. This individual will install best of class policies, procedures, and plans for the segment including owning and project managing designated initiatives that are key to the business segment. The Lead Director, Strategic Planning & Execution will act independently to address issues, guide direction, and provide analysis for planning initiatives.
**What you will do:**
+ Works to achieve operational, functional, and business targets with measurable impact on progress against goals for the segment and strategic initiatives.
+ Contributes to the development of complex strategies that encompass the organization's goals and position by utilizing project management tools, data analyses, and stakeholder feedback.
+ Drives research associated with business issues and plan formation.
+ Applies advanced knowledge of strategic methods to support business direction and advance strategic initiatives.
+ Formulates communication presentations and materials for strategic initiatives.
+ Audits processes and procedures for consistency, efficiency, and cost effectiveness.
+ Guides junior colleagues through consultation and mentoring in techniques and processes and provides functional (matrix) supervision.
**Minimum Requirements:**
+ 10+ years of related work experience
+ Formal Project Management experience
+ Adept at program/initiative ownership
+ Adept at execution and delivery (planning, delivering, and supporting) skills
+ Adept at business intelligence
+ Adept at collaboration and teamwork
+ Mastery of problem solving and decision making skills
+ Mastery of growth mindset (agility and developing yourself and others) skills
**Preferred Requirements:**
+ Healthcare industry experience with a strategy focus in pharmacy benefit management
+ MBA or master's degree
**Education:**
Bachelor's degree
**Travel:**
Must be comfortable with 10-20% of travel
**Pay Range**
The typical pay range for this role is:
$100,000.00 - $231,540.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 07/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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Director of Strategic Planning for CVS Pharmacy

23274 Richmond, Virginia CVS Health

Posted 14 days ago

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Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
The Lead Director, Strategic Planning supports the Executive Director in initiatives that significantly impact company strategy enabling PCW (Pharmacy Consumer Wellness) & Enterprise Strategy to be competitive in the marketplace and effectively serve its customers. The role will assist with Executive leadership updates and collaboration across the Enterprise to optimize the achievement of strategic business objectives. Acts independently to address issues, guide direction, and provide analysis for management initiatives. This role sits in the office of the Retail CMO supporting the Chief of Staff.
**Responsible for:**
+ Installing best in class policies, procedures, and management processes for the PCW and Enterprise Brand Strategy CMO.
+ Management of the end-to-end strategic planning process including project management, synthesis of data, key insights and strategic formulation.
+ Integrate relevant data and information and apply the findings to positively impact our business and function along with share key insights and actions based on data and metrics.
+ Ad Hoc Leadership reporting (including financial performance/ budget, marketing activity and industry trends).
+ Facilitation of effective communications (verbal and written) within marketing and externally with business partners ensuring seamless coordination and alignment.
+ Developing effective communication vehicles (presentations in the form of slides, plans, etc.) to advance the organization's strategic objectives.
+ Leading and managing all aspects of a strategic project such as planning, coordination, development, and implementation.
+ Tracking progress and communicating project status on a regular basis, anticipating, and surfacing issues, proposing solutions as required.
+ Managing cross-enterprise initiatives as assigned, providing analysis, guidance, and direction within areas of expertise; and developing relationships with cross-functional team members
+ Proactively identifying opportunities for improvement across the PCW and Enterprise Brand Strategy team.
+ May mentor and/or manage others.
**Required Qualifications**
+ 10+ years of professional work experience with a strategic background.
+ 2+ years of developing presentations for senior level leadership.
+ 2+ years of consulting and or project lead experience.
**Preferred Qualifications**
+ Proven project management skills and track record in meeting project milestones.
+ Demonstrated ability to lead complex initiatives with minimal oversight.
+ Adept at execution and delivery (planning, delivering, and supporting) skills.
+ Experience with enterprise-wide and/or cross-functional large-scale initiatives with high degree of complexity.
+ Mastery of problem solving and decision-making skills.
+ Demonstrated relationship management skills at peer and executive levels within an organization.
+ Demonstrated experience developing analysis, presentations and support material to successfully implement strategy or change initiatives.
+ Excellent communication, presentation, and interpersonal skills with the ability to adjust approach to accommodate your audience
+ Masters degree.
**Education**
+ Bachelor's degree OR equivalent (4 years' experience and High School Diploma/GED) required.
**Pay Range**
The typical pay range for this role is:
$100,000.00 - $231,540.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 07/31/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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Director - Strategic Financing Services - Applications and Strategic Planning

23274 Richmond, Virginia Cherry Bekaert

Posted 14 days ago

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Job Description

**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,?and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
146,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States?Cherry Bekaert will not provide?work?sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow us on LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
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Business Continuity Planning Consultant

23274 Richmond, Virginia Zurich NA

Posted 2 days ago

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Job Description

Business Continuity Planning Consultant
125429
Zurich North America is currently hiring a Business Continuity Planning Consultant to join the Business Resilience Team. This position can be remotely based anywhere in the US.
In this role you will manage the development, implementation, and maintenance of the Business Continuity Management (BCM) Program ensuring that all relevant processes of the business continuity and crisis management program are in adherence with the Internal Control Framework (ICF), Risk Policy and Group BCM standards. This position provides consultation and support in order to prepare the Business Divisions (BDs) to respond to and recover from general incidents, man-made and/or natural disaster.
Responsibilities:
+ Provides leadership, guidance, direction, education, and awareness of the BCM program to Business Unit management on all aspects of the BCM Program including but not limited to: a. the analysis, preparation and maintenance of the Business Impact Analysis (BIA), risk and threat analysis, functional assessments, recovery strategies, key personnel, critical third parties/vendors, business continuity planning and exercising; b. coordinate BD engagement with IT facilitating the development of recovery strategies in line with business requirements; c. provides critical business process and supporting application information from the BIA and IT Disaster Recovery, and external third parties/vendors.
+ Develops and oversees the implementation of the incident and crisis management framework including scenarios, exercises to lead business recovery strategies and business continuity plans.
+ Supports day-to-day activities done in the BDs to conduct notification exercises, business continuity plan and recovery strategy exercises, crisis management exercises, respond to actual incidents and provide lessons learned sharing of information across the Region and the Group. Provide consultation to help ensure recovery strategies are fit for purpose.
+ Is available 24x7 to respond to incidents.
+ Participates in BCM activities as needed, including but not limited to, BCM training, BCM tool consultation, and coordination with Group Risk Management regarding operational risk assessments and governance activities.
+ Provides necessary technical subject matter content for all aspects of BCM training programs.
Basic Qualifications:
+ Bachelor's Degree and 5 or more years of experience in the Business Continuity Management area OR
+ Associate Degree and 5 or more years of experience in the Business Continuity Management area OR
+ High School Diploma or Equivalent and 7 or more years of experience in the Business Continuity Management area AND
+ Experience in state and federal regulations
Preferred Qualifications:
+ Masters Degree: MBA
+ Previous experience with business continuity or crisis management
+ Project management experience
+ Knowledge of business process and change management, performance metrics and measures, process mapping, data collection and problem solving.
+ Certified Business Continuity Professional (CBCP) designation
+ Insurance and/or banking industry experience
+ Ability to put together and conduct training programs
+ Excellent verbal and written communication skills
+ Strong problem solving and analytical skills
At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere ( . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $98,300.00 - $161,000.00, with short-term incentive bonus eligibility set at 15%.
As an insurance company, Zurich is subject to 18 U.S. Code § 1033.
A future with Zurich. What can go right when you apply at Zurich?
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere ( to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s): AM - Illinois Virtual Office, AM - Remote Work (US)
Remote Working: Yes
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-MG1 #LI-ASSOCIATE
EOE Disability / Veterans
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Business Resource Center, Advanced Planning Consultant

23274 Richmond, Virginia Guardian Life

Posted 14 days ago

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Job Description

The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces.
Our associates are thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients.
**You will**
Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by:
+ Preparing business valuations and model income and estate tax reductions strategies
+ Reviewing 1040 returns as well as 1120/1120S/1065 business tax returns
+ Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses
+ Working closely with the BRCs Advanced Case Design Team to create proprietary/unique presentation packages/sales concepts to drive activity and sales within the advanced markets space.
Additional Responsibilities Include:
+ Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.
+ Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform.
+ Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them.
+ Demonstrate superior presentations skills in all areas of advanced planning.
+ Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. Proven ability to explain advanced sales concepts, incorporating financial analysis where appropriate.
+ Collaborate with key enterprise-wide collaborators to facilitate "one-stop shopping" for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities.
+ Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer.
+ Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral.
**You have**
+ Juris Doctor (JD) law degree required
+ CPA preferred
+ CFP/CLU/ChFC preferred
+ Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers
+ Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies
+ Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE)
+ Superior verbal, written and presentations skills
+ Superior analytical and research skills
+ The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines
Leadership Qualities:
+ Analytical and Critical Thinking
+ Ability to positively influence
+ Adapt to change
+ Collaborate Well with Others
+ Customer Focus
+ Demonstrate Initiative and Proactivity
+ Accountable for Results
+ Information Seeking
+ Respect for Diversity
+ Self-Assurance
**Salary Range:**
$96,960.00 - $159,300.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
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  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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