256 Management Positions jobs in Helotes
Management Consultant - Business Transformation
Posted 7 days ago
Job Viewed
Job Description
Management Trainee

Posted 15 days ago
Job Viewed
Job Description
**Job Description**
Cintas is offering an exciting Management Trainee program designed to kickstart your professional career. We are seeking a motivated and dynamic Management Trainee to join this well-structured program, where you'll gain in-depth knowledge of our business through hands-on rotations in various departments. This position is designed for individuals looking to develop their leadership skills and gain hands-on experience in various aspects of our business operations. The Management Trainee will work closely with experienced managers to learn about Outside Sales, Production/Warehouse Management, Office Management, Service Management and ultimately prepare you for career advancement opportunities within the company.
Key Responsibilities Include:
+ Rotate through departments immersing in the business from a leadership viewpoint.
+ Engage in outside sales activities to promote products and services while building customer relationships.
+ Provide exceptional customer service by addressing inquiries and resolving issues promptly.
+ Analyze sales data and assist in making informed business decisions.
+ Collaborate with key leaders on various projects related to sales management and operational efficiency.
+ Professional Development with access to Executive Leadership Seminars/Divisional Summits.
**Skills/Qualifications**
Required
+ Must have, or will obtain, a Bachelor's degree within six months
Qualified candidates must meet all requirements outlined by the Department of Transportation (DOT) for driving a regulated vehicle weighing more than 10,000 lbs. In order to comply with DOT requirements, qualified candidates must, prior to their first day of employment:
+ Have an active driver's license
+ Be at least 21 years of age
+ Obtain a DOT medical certification
+ Provide documentation regarding their previous employment
Preferred
+ Co-op or internship experience in a Customer Service, Sales, Production or Administrative role
+ A business or otherwise related academic major
+ A leadership/management role on campus or related extracurricular activities
Willingness to relocate regionally during, or at the end of, the program
Benefits
Cintas offers comprehensive and competitive medical, dental and vision benefits, with premiums below the national average. We offer flexibility with four different medical plan options; one plan is offered at zero cost.
Additionally, our employee-partners enjoy:
- Competitive Pay
- 401(k) with Company Match/Profit Sharing/Employee Stock Ownership Plan (ESOP)
- Disability, Life and AD&D Insurance, 100% Company Paid
- Paid Time Off and Holidays
- Skills Development, Training and Career Advancement Opportunities
Company Information
Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best. With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday®. Headquartered in the U.S., Cincinnati, OH, Cintas is a publicly held Fortune 500 company traded over the Nasdaq Global Select Market under the symbol CTAS and is a component of both the Standard & Poor's 500 Index and Nasdaq-100 Index.
Cintas Corporation is proud to be an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, genetic information, disability, protected veteran status, or any other characteristic or category protected by local, state, or federal law.
This job posting will remain open for at least five (5) days.
**Job Category:** Service
**Organization:** Rental
**Employee Status:** Regular
**Schedule:** Full Time
**Shift:** 1st Shift
Transportation Management

Posted 15 days ago
Job Viewed
Job Description
**Responsibilities**
+ Direct management and analytical support for transportation distribution, to include HAZMAT, carrier selection/management and tracking analysis in support of daily operations.
+ Assisting with customs clearance and door to door transportation of assets, providing a full range of distribution and transportation support for DoD programs.
+ Contractors must be capable of learning all DoD transportation systems in support of ECMM transportation mission needs, to include cross docks, Loaner Repair Return Center, Low Unit of Measure (LUM), HSMR, Theater Lead Agent for Medical Materiel and AF Reachback requirements.
+ Manages daily transportation activities. Monitors and develops resolutions of all related issues/problems and develops analytical methods for problem resolution.
+ Analyzes logistical and transportation problems to determine scope and course of action required.
+ Plans, develops, and implements internal procedures, methods, and techniques for determining the appropriate mode of transportation services.
+ Comprehensive knowledge of the field's concepts and principles.
+ Leads and directs the work of other employees and has full authority for personnel decisions.
**Qualifications**
+ 10 years of field experience providing transportation management and consulting support, utilizing Cargo Movement Operating System, able to address all forms of Hazardous Material (HAZMAT) shipping system and invoice/billing interface systems to account for payment of all items shipped, providing a full range of distribution and transportation support for DoD programs deployments to customers world-wide, and be capable of learning additional transportation systems in support of mission transportation needs as required.
+ Associate's degree
+ Secret Clearance Required
**Job ID**
**Work Type**
On-Site
**Company Description**
**Work Where it Matters**
Akima Global Logistics (AGL), an Akima company, is not just another operations contractor. As an Alaska Native Corporation (ANC), our mission and purpose extend beyond our exciting federal projects as we support our shareholder communities in Alaska.
At AGL, the work you do every day makes a difference in the lives of our 15,000 Iñupiat shareholders, a group of Alaska natives from one of the most remote and harshest environments in the United States.
**For our shareholders** , AGL provides support and employment opportunities and contributes to the survival of a culture that has thrived above the Arctic Circle for more than 10,000 years.
**For our government customers** , AGL delivers comprehensive supply, transportation, and maintenance services designed to optimize and maintain operations.
**As an AGL employee** , you will be surrounded by a challenging, yet supportive work environment that is committed to innovation and diversity, two of our most important values. You will also have access to our comprehensive benefits and competitive pay in addition to growth opportunities and excellent retirement options.
We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. All applicants will receive consideration for employment, without regard to race, color, religion, creed, national origin, gender or gender-identity, age, marital status, sexual orientation, veteran status, disability, pregnancy or parental status, or any other basis prohibited by law. If you are an individual with a disability, or have known limitations related to pregnancy, childbirth, or related medical conditions, and would like to request a reasonable accommodation for any part of the employment process, please contact us at or (information about job applications status is not available at this contact information).
Management Consultant
Posted 1 day ago
Job Viewed
Job Description
Your responsibilities will span across various industries, requiring you to conduct in-depth analyses of client operations, markets, and competitive landscapes. You will be instrumental in identifying strategic opportunities, developing tailored recommendations, and supporting clients in the implementation of these solutions. This involves creating compelling business cases, designing optimal organizational structures, and improving operational efficiencies. Furthermore, you will be adept at facilitating workshops, conducting stakeholder interviews, and presenting complex information in a clear and persuasive manner to executive audiences.
Key Responsibilities:
- Conduct comprehensive business assessments and diagnose operational and strategic challenges.
- Develop data-driven insights and actionable recommendations for clients.
- Design and implement strategies for organizational improvement and change management.
- Advise clients on market entry, competitive positioning, and growth strategies.
- Facilitate workshops and stakeholder meetings to gather information and build consensus.
- Prepare and deliver persuasive presentations of findings and recommendations to senior executives.
- Manage project timelines, budgets, and client relationships effectively.
- Stay abreast of industry trends and best practices in management consulting.
This is a fully remote position, allowing you to leverage your expertise from anywhere. While the client base is diverse, this specific engagement will involve significant work with businesses in and around San Antonio, Texas, US . We are looking for a proactive, results-driven individual with a strong entrepreneurial spirit and the ability to work independently. If you are passionate about driving business transformation and delivering tangible value to clients, this is an exceptional opportunity.
Management Trainee
Posted 7 days ago
Job Viewed
Job Description
Director, Provider Data Management - Inventory Management - Remote
Posted 11 days ago
Job Viewed
Job Description
**Job Summary**
Responsible for accurate and timely maintenance of critical provider information on all claims and provider databases. Maintains critical provider information on all claims and provider databases. Synchronizes data among multiple claims systems and application of business rules as they apply to each database. Validate data to be housed on provider databases and ensure adherence to business and system requirements of customers as it pertains to contracting, network management and credentialing.
**Knowledge/Skills/Abilities**
- Strategically plans, leads, and manages the overall Provider Information process functions.
- Directs the development, implementation and maintenance of provider data in the claims payment system.
- Supports critical business strategies by providing systematic solutions and or recommendations on business processes.
- Organizational expert in responding to legislative and regulatory developments and audits as it relates to provider information. Supports others in facing out to regulators in developing and implementing appropriate Corrective Action Plans for submission of provider network files, etc.
- Engages with IT and other departments to implement changes to business processes and systems for Corporate Operations PMO.
**Job Qualifications**
**Required Education**
Graduate Degree or equivalent combination of education and experience
**Required Experience**
7-9 years
**Preferred Education**
Graduate Degree or equivalent combination of education and experience
**Preferred Experience**
10+ years
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
#PJCorp
#LI-AC1
Pay Range: $97,299 - $227,679 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
Business Analyst - Technology Modernization- Warehouse Management
Posted 3 days ago
Job Viewed
Job Description
Job Summary:
The Business Analyst - Technology Modernization drives the execution of the ERP project's workstream focused on growth and operational excellence. The individual collaborates with leadership and cross-functional teams to keep the workstream on track, within budget, and delivering measurable value. Responsibilities include identifying and influencing business process improvements, facilitating change management, and fostering strong stakeholder relationships. They gather and analyze data, create process documentation, and communicate product strategies effectively to diverse audiences. Additionally, the role involves advocating for standard ERP functionality and ensuring successful adoption through training and support. The ideal candidate will possess exceptional collaboration and communication skills, along with functional business knowledge and hands-on experience in the organization.
The incumbent in this position is expected to model the following practices daily:
- Demonstrate alignment with the company's mission and core business values.
- Collaborate with key internal/external resources.
- Participate in ongoing self-development.
- Facilitate change management between IT and business partners, acting as an emissary.
Essential Functions:
- Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission.
- Supports the workstream's alignment with the project's broader business goals. Collaborate with value stream leadership to support the vision, objectives, and scope of the project to support growth and operational excellence.
- Helps ensure the workstream stays on track, within budget, and delivers value to the organization. Reports progress, manages resources effectively, and resolves any issues that arise in collaboration with other project resources.
- Supports collaboration with other value streams and departments such as Finance, Operations, HR, Equipment, Service, Data, and IT to ensure the workstream addresses the diverse needs of the business.
- Identifies opportunities for business process improvements by evaluating workflows and operational efficiencies. Proposes initiatives to the workstream lead that enhances decision-making, eliminates waste, and creates operational efficiencies.
- Supports change-management efforts to ensure the successful adoption of new processes and systems across the workstream. Executes strategies to engage employees, address resistance, and drive successful transitions.
- Builds and maintains strong relationships with key stakeholders across the workstream. Provides regular updates on workstream progress, manages expectations, and ensures that workstream leadership and business units are informed and engaged throughout the project.
- Conducts discovery sessions, gathers requirements, creates process maps, performs analysis, identifies root causes to issues, QA tests, validates data, and creates functional documentation in partnership with their value stream lead.
- Works with Business Leads and Subject Matter Experts to understand business strategy and vision and then writes, refines, and proposes prioritization of features to support effective and compliant solutions while balancing investment and business value.
- Supports the success metrics for the workstream and demonstrates user engagement, behavior change, and value of the workstream to clients and internal partners
- Aligns with Business Lead to ensure external partners and vendors meet the workstream's needs. Escalates promptly if timeline and milestones are not met.
- Participates in training plans, content creation, and delivery to maximize employee engagement and system utilization.
- Documents unknown requirements and raise them to Business Leads to coordinate between stakeholder groups to address them.
- Works with the Business Lead to perform problem solving and prototype new procedures for the purpose of enhancing ERP business processes, operations, and information process flow.
- Advocates for leveraging "Out of the Box" functionality rather than custom solutions.
- Takes ownership to ensure new ERP solutions are delivered successfully.
- Always works safely and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
- Performs other duties as assigned.
Knowledge, Skills, and Abilities:
- Excellent communication skills with the ability to present complex concepts into simplified solutions in a straightforward and understandable manner to multiple stakeholders
- Ability to support and evangelize product features and strategy from the Business Leads to both a technical and non-technical audience with ease.
- Ability to work effectively with internal and external stakeholders in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are required
- Experience in managing multiple priorities and delivering results in fast-paced environments.
- Strong problem-solving skills and the ability to navigate challenges effectively.
- Ability to focus on business value results, rather than solutions. Results and value oriented
- Ability to liaise between IT and business stakeholders to ensure collaboration and coordination. Highly organized. High energy, stamina, and enthusiasm.
- Demonstrates functional knowledge and hands-on experience in day-to-day operations.
- Ability to identify high value activities that will bring ROI or differentiate our business from that of our competitors
- Consistently demonstrates high emotional intelligence, resiliency and the ability to work well under pressure; must be agile and comfortable with change
- Ability to thrive in a fast paced, rapid iteration environment while balancing multiple priorities
- Effective at influencing and convincing others into action yet able to also be a collaborative team member.
- Ability to stay focused in a fast-paced, high-energy, challenging environment where there are multiple competing priorities daily.
- Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
- Identify and resolve issues that may negatively impact a project or project deliverables. Seeks innovative ways to remove project obstacles.
Specifications/Focus Area:
Finance
- Finance operations, including General Accounting, Accounts Payable, Accounts Receivable, Credit & Collections, Financial marketing, Sales Support/Machine Invoicing.
Parts
- Parts operations including inventory management, parts counter operations, pricing and discounts, sourcing, and related activities.
Power
- Power Systems operations related to Project Management including project procurement, general project management, and milestone tracking.
- High-level understanding of Power Systems business and the industries it serves.
Rental
- Rental operations, including Contract Management, Rental Inventory Management, Call Off's, Depreciation, Inbound and Outbound Transportation, Proration, and related processes.
Service
- Service operations, including Machine and PSD Shop and Field execution.
- Proficient in key operational areas such as Work Order Management, Coordination, Scheduling, Maintenance Solutions, eSolutions, Standard Jobs, Rebuild, CAT Support, Component Handling, and Technical Services.
WMS (Warehouse Management)
- Warehouse Management operations including inbound, outbound, transfer activities, cycle counts, hose build processes, and warehouse setup.
Education and Experience:
- Bachelor's degree in Business Administration, Management, Information Technology or a related field.
- Minimum of 3 years of experience in process improvement, business operations, and/or project management.
- Minimum of 3 years of experience of functional workstream experience strongly preferred.
- Experience as a highly collaborative liaison between multiple departments.
Supervisory Responsibilities:
- None.
Travel:
- Up to 30% and overnight travel may be expected.
- Valid driver's license required.
Physical Requirements:
- This role frequently communicates with others, must be able to exchange accurate information in these situations
- This role routinely uses standard office equipment such as computers, phones, photocopiers, and conference room AV/video equipment.
Work Environment:
- Works primarily in a professional office environment.
- This role constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
- Frequently works at fast pace with unscheduled interruptions.
Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.
Be The First To Know
About the latest Management positions Jobs in Helotes !
Business Analyst - Technology Modernization- Warehouse Management
Posted 3 days ago
Job Viewed
Job Description
The Business Analyst - Technology Modernization drives the execution of the ERP project's workstream focused on growth and operational excellence. The individual collaborates with leadership and cross-functional teams to keep the workstream on track, within budget, and delivering measurable value. Responsibilities include identifying and influencing business process improvements, facilitating change management, and fostering strong stakeholder relationships. They gather and analyze data, create process documentation, and communicate product strategies effectively to diverse audiences. Additionally, the role involves advocating for standard ERP functionality and ensuring successful adoption through training and support. The ideal candidate will possess exceptional collaboration and communication skills, along with functional business knowledge and hands-on experience in the organization.
The incumbent in this position is expected to model the following practices daily:
- Demonstrate alignment with the company's mission and core business values.
- Collaborate with key internal/external resources.
- Participate in ongoing self-development.
- Facilitate change management between IT and business partners, acting as an emissary.
Essential Functions:
- Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission.
- Supports the workstream's alignment with the project's broader business goals. Collaborate with value stream leadership to support the vision, objectives, and scope of the project to support growth and operational excellence.
- Helps ensure the workstream stays on track, within budget, and delivers value to the organization. Reports progress, manages resources effectively, and resolves any issues that arise in collaboration with other project resources.
- Supports collaboration with other value streams and departments such as Finance, Operations, HR, Equipment, Service, Data, and IT to ensure the workstream addresses the diverse needs of the business.
- Identifies opportunities for business process improvements by evaluating workflows and operational efficiencies. Proposes initiatives to the workstream lead that enhances decision-making, eliminates waste, and creates operational efficiencies.
- Supports change-management efforts to ensure the successful adoption of new processes and systems across the workstream. Executes strategies to engage employees, address resistance, and drive successful transitions.
- Builds and maintains strong relationships with key stakeholders across the workstream. Provides regular updates on workstream progress, manages expectations, and ensures that workstream leadership and business units are informed and engaged throughout the project.
- Conducts discovery sessions, gathers requirements, creates process maps, performs analysis, identifies root causes to issues, QA tests, validates data, and creates functional documentation in partnership with their value stream lead.
- Works with Business Leads and Subject Matter Experts to understand business strategy and vision and then writes, refines, and proposes prioritization of features to support effective and compliant solutions while balancing investment and business value.
- Supports the success metrics for the workstream and demonstrates user engagement, behavior change, and value of the workstream to clients and internal partners
- Aligns with Business Lead to ensure external partners and vendors meet the workstream's needs. Escalates promptly if timeline and milestones are not met.
- Participates in training plans, content creation, and delivery to maximize employee engagement and system utilization.
- Documents unknown requirements and raise them to Business Leads to coordinate between stakeholder groups to address them.
- Works with the Business Lead to perform problem solving and prototype new procedures for the purpose of enhancing ERP business processes, operations, and information process flow.
- Advocates for leveraging "Out of the Box" functionality rather than custom solutions.
- Takes ownership to ensure new ERP solutions are delivered successfully.
- Always works safely and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
- Performs other duties as assigned.
- Excellent communication skills with the ability to present complex concepts into simplified solutions in a straightforward and understandable manner to multiple stakeholders
- Ability to support and evangelize product features and strategy from the Business Leads to both a technical and non-technical audience with ease.
- Ability to work effectively with internal and external stakeholders in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are required
- Experience in managing multiple priorities and delivering results in fast-paced environments.
- Strong problem-solving skills and the ability to navigate challenges effectively.
- Ability to focus on business value results, rather than solutions. Results and value oriented
- Ability to liaise between IT and business stakeholders to ensure collaboration and coordination. Highly organized. High energy, stamina, and enthusiasm.
- Demonstrates functional knowledge and hands-on experience in day-to-day operations.
- Ability to identify high value activities that will bring ROI or differentiate our business from that of our competitors
- Consistently demonstrates high emotional intelligence, resiliency and the ability to work well under pressure; must be agile and comfortable with change
- Ability to thrive in a fast paced, rapid iteration environment while balancing multiple priorities
- Effective at influencing and convincing others into action yet able to also be a collaborative team member.
- Ability to stay focused in a fast-paced, high-energy, challenging environment where there are multiple competing priorities daily.
- Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
- Identify and resolve issues that may negatively impact a project or project deliverables. Seeks innovative ways to remove project obstacles.
Finance
- Finance operations, including General Accounting, Accounts Payable, Accounts Receivable, Credit & Collections, Financial marketing, Sales Support/Machine Invoicing.
- Parts operations including inventory management, parts counter operations, pricing and discounts, sourcing, and related activities.
- Power Systems operations related to Project Management including project procurement, general project management, and milestone tracking.
- High-level understanding of Power Systems business and the industries it serves.
- Rental operations, including Contract Management, Rental Inventory Management, Call Off's, Depreciation, Inbound and Outbound Transportation, Proration, and related processes.
- Service operations, including Machine and PSD Shop and Field execution.
- Proficient in key operational areas such as Work Order Management, Coordination, Scheduling, Maintenance Solutions, eSolutions, Standard Jobs, Rebuild, CAT Support, Component Handling, and Technical Services.
- Warehouse Management operations including inbound, outbound, transfer activities, cycle counts, hose build processes, and warehouse setup.
- Bachelor's degree in Business Administration, Management, Information Technology or a related field.
- Minimum of 3 years of experience in process improvement, business operations, and/or project management.
- Minimum of 3 years of experience of functional workstream experience strongly preferred.
- Experience as a highly collaborative liaison between multiple departments.
- None.
- Up to 30% and overnight travel may be expected.
- Valid driver's license required.
- This role frequently communicates with others, must be able to exchange accurate information in these situations
- This role routinely uses standard office equipment such as computers, phones, photocopiers, and conference room AV/video equipment.
- Works primarily in a professional office environment.
- This role constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
- Frequently works at fast pace with unscheduled interruptions.
Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
Pain Management Physician
Posted today
Job Viewed
Job Description
Clinical Research Pain Physician - San Antonio, TX
Job Type: Part-time (0-8 hours per week, flexible schedule)
Start Date: Within 0-6 months
Responsibilities:
Serve as Principal Investigator (PI) or Sub-Investigator (Sub-I) across Phase I-IV clinical trials in diverse therapeutic areas.
Conduct medical screenings, specialty assessments, and physical examinations.
Ensure participant safety and protocol adherence in compliance with ICH-GCP, FDA, and regulatory standards.
Collaborate with coordinators, nurses, and research staff for accurate documentation and trial execution.
Document patient interactions, monitor adverse events (AEs/SAEs), and maintain compliance with EHR/EDC systems.
Engage with sponsors, CROs, monitors, and IRBs to support trial success.
Participate in site initiation visits, monitoring visits, and audits.
Provide medical expertise during feasibility reviews, recruitment strategies, and study design discussions.
Stay updated on clinical research regulations and advances in investigational therapies.
Qualifications:
M.D. or D.O. with an active, unrestricted Texas medical license.
Board-certified in pain management or Anesthesiology or PM&R
Valid DEA license and current BLS/ACLS certification.
Prior clinical research experience preferred (training available).
Proficiency with EHR systems and clinical trial platforms (EDC, CTMS).
Compensation & Benefits:
Competitive hourly rate: $100 - $250 based on specialty and experience.
Highly flexible, part-time schedule (ideal for supplemental income or work-life balance).
Gain or expand experience in clinical research.
Contribute to the advancement of medical innovation and patient care.
Investment Management Specialist

Posted 15 days ago
Job Viewed
Job Description
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.