566 Retirement Plans jobs in the United States

**Job Description Summary**
**Job Description**
We are **the makers of possible**
BD is one of the largest global medical technology companies in the world. Advancing the world of health is our Purpose, and it's no small feat. It takes the imagination and passion of all of us-from design and engineering to the manufacturing and marketing of our billions of MedTech products per year-to look at the impossible and find transformative solutions that turn dreams into possibilities.
We believe that the human element, across our global teams, is what allows us to continually evolve. Join us and discover an environment in which you'll be supported to learn, grow and become your best self. Become a **maker of possible** with us.
**Position Summary:**
As the Manager of Retirement Administration Plans, you will lead the strategic and operational administration of our retirement programs, ensuring compliance, accuracy, and a high-quality experience for our employees and retirees. You will serve as a subject matter expert in retirement benefits overseeing the administration and compliance of the company's defined contribution plans while ensuring operational efficiency, regulatory adherence, and participant satisfaction through effective vendor management and partnering across HR, Payroll, Finance, and external vendors to deliver seamless plan management and support.
**Key Responsibilities:**
+ Manage day-to-day operations of multiple retirement plans including 401(k), pension, and non-qualified deferred compensation plans.
+ Ensure compliance with ERISA, IRS, DOL, and other regulatory requirements.
+ Lead vendor relationships with recordkeepers, actuaries, and consultants to ensure service excellence and plan integrity.
+ Oversee benefit calculations, retirement processing, and participant communications.
+ Collaborate with Payroll and HRIS teams to ensure data accuracy and timely reporting.
+ Monitor legislative changes and recommend plan updates or process improvements.
+ Support internal and external audits, including preparation of Form 5500 and other filings.
+ Develop and maintain plan documentation, SOPs, and employee-facing resources.
+ Provide guidance and education to employees regarding retirement benefits and planning.
+ Oversee third-party vendors for recordkeeping, administration, and investment services
+ Collaborate with HR and Finance to implement plan updates and enhancements
+ Educate employees on retirement benefits through communications and events
+ Support cross-functional benefits initiatives and executive compensation programs
+ Contribute to Total Rewards strategy and initiatives, including retirement readiness and financial wellness.
**Qualifications:**
+ Bachelor's degree required with a focus in Human Resources, Finance, Business Administration, or related field preferred.
+ Minimum 8 years of experience in retirement plan administration required with at least 2 years in a leadership or senior specialist role required.
+ Strong understanding of retirement plan regulations and compliance required.
+ Experience with Workday or similar HRIS platforms preferred.
+ Proficiency in Microsoft Office Suite with advanced Microsoft Excel skills required.
+ Excellent communication, analytical, and project management skills required.
+ Professional certifications such as CEBS, QPA, or ASPPA designation are a plus.
At BD, we prioritize on-site collaboration because we believe it fosters creativity, innovation, and effective problem-solving, which are essential in the fast-paced healthcare industry. For most roles, we require a minimum of 4 days of in-office presence per week to maintain our culture of excellence and ensure smooth operations, while also recognizing the importance of flexibility and work-life balance. Remote or field-based positions will have different workplace arrangements which will be indicated in the job posting.
For certain roles at BD, employment is contingent upon the Company's receipt of sufficient proof that you are fully vaccinated against COVID-19. In some locations, testing for COVID-19 may be available and/or required. Consistent with BD's Workplace Accommodations Policy, requests for accommodation will be considered pursuant to applicable law.
**Why Join Us?**
A career at BD means being part of a team that values your opinions and contributions and that encourages you to bring your authentic self to work. It's also a place where we help each other be great, we do what's right, we hold each other accountable, and learn and improve every day.
To find purpose in the possibilities, we need people who can see the bigger picture, who understand the human story that underpins everything we do. We welcome people with the imagination and drive to help us reinvent the future of health. At BD, you'll discover a culture in which you can learn, grow, and thrive. And find satisfaction in doing your part to make the world a better place.
To learn more about BD visit  Dickinson, and Company is an Equal Opportunity Employer. We evaluate applicants without regard to race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, and other legally-protected characteristics.
Required Skills
Leadership, Retirement Planning
Optional Skills
Compensation Plans, Finance, Payroll, Plan Management
.
**Primary Work Location**
USA NJ - Franklin Lakes
**Additional Locations**
**Work Shift**
NA (United States of America)
At BD, we are strongly committed to investing in our associates-their well-being and development, and in providing rewards and recognition opportunities that promote a performance-based culture. We demonstrate this commitment by offering a valuable, competitive package of compensation and benefits programs which you can learn more about on our Careers Site under Our Commitment to You ( .
Salary or hourly rate ranges have been implemented to reward associates fairly and competitively, as well as to support recognition of associates' progress, ranging from entry level to experts in their field, and talent mobility. There are many factors, such as location, that contribute to the range displayed. The salary or hourly rate offered to a successful candidate is based on experience, education, skills, and any step rate pay system of the actual work location, as applicable to the role or position. Salary or hourly pay ranges may vary for Field-based and Remote roles.
**Salary Range Information**
$114,600.00 - $189,100.00 USD Annual
Becton, Dickinson and Company is an Equal Opportunity/Affirmative Action Employer. We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, or any other protected status.

Company Federal Reserve Bank of Atlanta As an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in Newark, NJ, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.

Onsite Work Expectation:
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management.

You will be working in Newark, NJ for a division of the Federal Reserve Bank of Atlanta (Office of Employee Benefits -OEB) and will be responsible for managing benefit programs across the Federal Reserve System. Develop and execute plans pertaining to benefits offerings in alignment with Federal Reserve Banks and OEB's strategic objectives. You will work with Federal Reserve System (Banks and Board) and Consumer Financial Protection Bureau (CFPB) payroll and HR groups on plan interpretations, participant inquiries and appeals and payroll matters impacting the benefits plans. Accountable for the day-to-day operations and administration of one or more of the System’s retirement and executive benefits plans. Provide guidance in addressing benefits related issues and interpret applicable plan provisions, legislation, and regulations pertaining to the administration of the benefits plans. 

You will work closely with staff, management, and senior leadership to deliver top-tier benefits programs to plan participants and stakeholders. Ensure that programs, practices, and policies comply with applicable laws and regulations.  You will report to the SVP Plan Administration.

Key Responsibilities : 

• Research complex issues and respond to inquiries from service providers, stakeholders, and plan participants. 

• Responsible for developing and leading training and information sessions on benefits plans for senior executives, System HR personnel and plan participants. 

• Accountable for day-to-day operations and administration of one or more Federal Reserve System benefits plans. 

• Provide oversight and direction to team of experienced professionals involved in the administration of benefits plans and management of external vendors. 

• Focus on policy and strategy implementation. 

• Influence others outside of their own job area regarding policies, practices, and procedures. 

• Advise and educate other members of the department on various benefits topics including new benefit programs, regulatory changes and policies and procedures. 

• Mix of strategic, tactical, and transactional responsibilities. 

Education : Bachelor's Degree or 4 years equivalent experience; Master's Degree preferred 

Experience : Eight plus years preferred 

Knowledge Areas : 

• Extensive experience with qualified and non-qualified benefits plans and executive benefits plans. 

• Knowledgeable of governmental plans, payroll/HRIS systems and benefits recordkeeping services. 

Our total rewards program offers benefits that are the best fit for you at every stage of your career:

• Comprehensive healthcare options (Medical, Dental, and Vision)

• 401K match, and a fully funded pension plan

• Paid vacation and holidays; flexible work environment

• Generously subsidized public transportation

• Education Assistance Program

• Professional development programs, training and conferences

• And more…

This is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g. emergencies, rush jobs, change in workload or technological developments).

The Federal Reserve Bank of Atlanta is an equal opportunity employer.

Full Time / Part Time Full time Regular / Temporary Regular Job Exempt (Yes / No) Yes Job Category Human Resources Family Group Work Shift First (United States of America)

The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.

Always verify and apply to jobs on Federal Reserve System Careers ( or through verified Federal Reserve Bank social media channels.

Privacy Notice

**Working with Us**
Challenging. Meaningful. Life-changing. Those aren't words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You'll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.
Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us .
**Position Summary**
We are seeking a highly skilled Retirement Professional with a focus on 401(k) savings and retirement plan management. This position will play a crucial role in ensuring the efficient administration, compliance, and optimization of our 401(k) program. It offers a unique opportunity to contribute to the financial wellbeing of our employees while working in a dynamic and collaborative environment.
Operational responsibilities include, but are not limited to, the operations, execution, administration, and operational communications of Bristol-Myers Squibb (BMS) benefits, including the 401(k) plan, Benefits Equalization Plan (BEP), and other retirement programs. Responsibilities include managing the implementation of new and modified 401(k) savings and retirement plans, covering processes, procedures, change management, system requirements, vendor requirements, and documentation. The position is also responsible for handling day-to-day operational activities, ensuring effective plan design implementation, streamlining processes, and maintaining adherence to regulatory and compliance requirements. Additionally, the role requires addressing, solutioning and resolving vendor issues, Tier 2 inquiries, escalations, ad-hoc inquiries, as well as ensuring the timely completion of audit requests and providing necessary information for compliance, audits, contract management, and governance.
This role will partner closely with Total Rewards Strategy and Service Delivery Management Partners, People Services Capability Center teams (including Payroll), Third-Party Vendors, Legal, the Corporate Secretary's office, Compliance, and Finance.
This position is integral to maintaining the integrity and efficiency of our retirement programs, ensuring they meet the needs of our employees and comply with all regulatory requirements. If you are a dedicated professional with a passion for retirement plan management, we invite you to join our team and make a meaningful impact on the financial future of our workforce.
**Essential Functions**
+ Subject matter expert for all US/PR qualified and non-qualified savings and retirement plans - operations and regulatory environment.
+ Accountable for the delivery of excellent customer experience and monitoring trends and issues that may impact the employee experience with the plan. Manages the operations and administration of the BMS US/PR Savings and Retirement Plans, including contributions, distributions, loans, withdrawals, vesting, payroll deductions, statutory and legal filings, coordinating with finance, tax, legal, internal and external auditors, and applicable vendors.
+ Ensures robust controls are embedded in each process and operating as designed; supports the implementation and adherence to SOX controls and compliance, audit activities as needed, ensures compliance for all plan documents and statutory requirements related to benefits, savings and retirement plans and programs operations.
+ Actively participates in the audit process and fulfils regulatory reporting requirements, including the non-discrimination testing, blackout restrictions and relevant financial reporting.
+ Liaises with third party vendor partners, payroll, and other teams, to promptly resolve operational and systems issues.
+ Documents and deploys processes for savings and retirement plan operations and service support, with process improvement and customer experience focus.
+ Participates in the design, development, testing and implementation of websites, enrollment tools, and other content and communication.
+ Responsible for development of functional requirements for savings and retirement plan integrations (files) between HR system, payroll system, benefits systems, ensuring data files are accurate.
+ Operationalizes the annual BEP/savings elections, annual additional savings contributions file, etc.
+ Acts as point of contact for escalation and resolution of Tier 2 queries, plan interpretation and appeals.
+ Responsible for ensuring internal processes are documented and updated versions are maintained.
+ Responsible for ensuring Knowledge Articles are updated and provide recommendations for content articles to resolve common questions.
+ Supports communicating change and develops and delivers ongoing learning/development of functional expertise of the extended People Services teams.
+ Collaborates with Benefit Operations teams in the implementation and standardization of operational changes, reports and interfaces to reduce costs and improve efficiency and client satisfaction.
**Experience Preferred**
+ 5-7+ years' experience in human resources service delivery, within operational/administrative areas in a highly matrixed, shared service environment, strongly preferred.
+ 5+ years of experience overseeing retirement plan administration, with a focus on 401(k) savings plans.
+ Strong knowledge of ERISA, IRS regulations, DOL guidelines and other relevant compliance standards.
+ Experience working with third-party administrators, recordkeepers and investment managers.
+ Demonstrated deep functional knowledge of US Savings and Retirement programs, trends, best practices and recent legislative and other changes, required. Additional experience in PR preferred.
+ Strong working knowledge and understanding of SOX controls as they relate to US Savings 401(k) plans operations and administration. Additional experience in PR preferred.
+ Experience with system integrations, reporting requirements and specifications to maximize integration process efficiencies, strongly preferred.
+ Demonstrated ability to influence stakeholders at all levels in the organization, preferably in a highly matrixed organization.
+ Demonstrated analytical abilities, attention to detail and the ability to successfully manage multiple competing tasks and priorities.
+ Experience coordinating large project plans using relevant tools and strong organization skills.
+ Knowledge and understanding of process flows, mapping and relevant tools.
+ Ability to work independently as well as collaboratively within internal and external team environments.
+ Advanced/expert level MS Excel, required.
+ BS, BA or graduate degree in business or equivalent experience.
Ideal Candidates Would Also Have:
+ Experience working with: Workday, ServiceNow, ADP and vendor management.
+ Certified Employee Benefits Specialist (CEBS) or equivalent Industry designation, preferred.
#LI-Hybrid
If you come across a role that intrigues you but doesn't perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.
**Compensation Overview:**
Tampa - FL - US: $81,260 - $98,468
The starting compensation range(s) for this role are listed above for a full-time employee (FTE) basis. Additional incentive cash and stock opportunities (based on eligibility) may be available. The starting pay rate takes into account characteristics of the job, such as required skills, where the job is performed, the employee's work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated experience.
Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit offerings are subject to the terms and conditions of the applicable plans then in effect and may include the following: Medical, pharmacy, dental and vision care. Wellbeing support such as the BMS Living Life Better program and employee assistance programs (EAP). Financial well-being resources and a 401(K). Financial protection benefits such as short- and long-term disability, life insurance, supplemental health insurance, business travel protection and survivor support. Work-life programs include paid national holidays and optional holidays, Global Shutdown Days between Christmas and New Year's holiday, up to 120 hours of paid vacation, up to two (2) paid days to volunteer, sick time off, and summer hours flexibility. Parental, caregiver, bereavement, and military leave. Family care services such as adoption and surrogacy reimbursement, fertility/infertility benefits, support for traveling mothers, and child, elder and pet care resources. Other perks like tuition reimbursement and a recognition program.
**Uniquely Interesting Work, Life-changing Careers**
With a single vision as inspiring as Transforming patients' lives through science , every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.
**On-site Protocol**
BMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:
Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.
BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to . Visit careers.bms.com/ ( eeo-accessibility to access our complete Equal Employment Opportunity statement.
BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.
BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.
If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information: data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.
**Company:** Bristol-Myers Squibb
**Req Number:** R
**Updated:** :15:08.613 UTC
**Location:** Tampa-FL
Bristol Myers Squibb is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, pregnancy, citizenship, marital status, gender expression, genetic information, political affiliation, or any other characteristic protected by law.

**Retirement Plans Specialist**
Date: Sep 26, 2025
Location:
Overland Park, KS, US
Company: Black & Veatch Family of Companies
**Together, we own our company, our future, and our shared success.**
As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference.
**Company :** Black & Veatch Corporation
**Req Id :**
**Opportunity Type :** Staff
**Relocation eligible :** No
**Full time/Part time :** Full-Time
**Project Only Hire :** No
**Visa Sponsorship Available:** No
**Why Black and Veatch**
Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1.
At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use.
**The Opportunity**
In Retirement Plans Specialist role, you will have the opportunity to support the planning, design, implementation, communication and administration of BV retirement programs and Global Employee Ownership Plans. These programs support a global workforce of approximately 10,000 professionals. This position reports to the Global Benefits Director.
**Key Responsibilities**
+ Responsible for the daily interface with internal clients - BV professionals, HR, Payroll, Treasury and Employee Ownership Relations in the administration of company retirement programs, deferred compensation plan, Employee Stock Ownership Plan (ESOP) and Global Employee Ownership Plan (GEO).
+ Perform all aspects of U.S. retirement plan administration including setting up and maintaining plan specifications both accurately and timely; Work with benefit vendors to ensure quality service to plan members and facilitate all necessary compliance testing, reporting, and processing. Review fees and process invoices/wires for plan services. Manage plan transfers, eligibility, loan delinquencies and deduction adjustments as needed.
+ Manage the enrollment process and election entry for both the Puerto Rico Retirement Plan and Deferred Compensation Plan. Create and maintain Puerto Rico Plan quarterly match calculations.
+ Maintain weekly, bi-weekly, quarterly, annual and ad-hoc reporting. Manage benefit deduction reports and prepare wires for each payroll cycle. Review non-qualified plans FICA taxable employer vested amounts and create file for payroll processing. Create and upload files to vendor site as needed. (Qtr. Adj. payroll).
+ Coordinate with ERISA counsel on Administrative Committee-approved plan design changes, amendments, and regulatory compliance.
+ Coordinate and provide deliverables for the annual qualified retirement plans audit. Ensures all plans are compliant with state and federal regulatory requirements including discrimination testing, filing of 5500 and audited financials for qualified retirement plans; trust accounting, government reporting. Provide timely and accurate information for plan audits to accountants, clients and regulatory entities.
+ Present Retirement Plan highlights at weekly new hire benefit call. Schedule and promote financial education sessions for B&V professionals. Create and maintain plan communications in HR Support Center system (Zendesk) and link to related SharePoint sites. Respond to HR Support tickets assigned by HR Service Center.
+ Partner with HRIS on system updates and testing and maintains web security for plan recordkeeper site access.
+ May perform other duties as assigned.
**Minimum Qualifications**
+ Bachelor's Degree in business-related field, HR, or equivalent experience.
+ 4+ years HR related experience to include retirement plan administration, reporting and reconciliation.
+ All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following:criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations.
**Preferred Qualifications**
+ Knowledge and relevant experience in compliance related to ERISA, IRS and DOL regulations regarding benefit plan operations.
+ Successful prior project management experience.
+ Ability to prioritize workload to align with requests and standard daily processes.
+ Advanced knowledge in Microsoft Office products
+ Strong analytical skills: process and detail orientated.
+ Demonstrated effective communication skills, both oral and written with the ability to influence across matrixed teams at all levels.
+ Professional attitude and demeanor with proven customer service experience and problem resolution with a commitment to quality
+ PeopleSoft or Oracle Cloud experience.
+ Perseverance and the ability to deal with ambiguity.
+ ESOP reporting and reconciliation
+ Client relationship management skills, strategic and organization agility.
+ Executive presence and comfort interacting with top executives and members of the Board of Directors.
+ Process improvement and documentation.
**Work Environment/Physical Demands**
Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments.
**Competencies**
**Salary Plan**
ADM: Administrative/Business
**Job Grade**
016
Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at or via our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned.
Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy.
Our comprehensive benefits portfolio is a key component of this commitment and offers an array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program.
To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time, and dependent sick time.
A variety of additional benefits are available to our professionals, including a company-matched 401k plan, adoption reimbursement, tuition reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program.
We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of the success through stock ownership.
By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients.
BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law.
For our EEO Policy Statement, please click.
**Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs.
**Nearest Major Market:** Olathe
**Nearest Secondary Market:** Kansas City
**Job Segment:** Engineer, Engineering

The Senior Investment Principal located in San Francisco will be a part of a diverse group that now requires an additional team player who will have wide-ranging, client-facing responsibilities. This role will be strongly focused on existing client management and new client business development.

This multi-faceted role requires someone who is comfortable in our entrepreneurial environment as we develop our business, combined with the analytical and creative strengths required to implement our investment strategy. Our goal is that this person remains with the firm over the long-term to help the West Coast office achieve its ambitious goals. As a rapidly growing business, we seek team members with a strong work ethic and intellectual

Client Portfolio Management (50%): You will take the role of Chief Investment Officer (CIO) for your clients. Developing investment strategy by leveraging firm insights and applying them to both day-to-day portfolio management and more formal client presentation.

Providing general financial advice on topics including (but not limited to) estate planning, charitable giving, and external investment opportunities.

Internally, you will take a leadership role and focus on team development and on managing, developing, and mentoring junior team members who will support you in a range of responsibilities.

Business Development (40%): You will contribute to building our business and brand on the West Coast, which will require an entrepreneurial attitude regarding all aspects of marketing and broader client development. You will be involved in business development process from start to finish, including researching, identifying, and tracking prospective clients. As part of your role, you will also have the opportunity to support our innovation efforts in building new lines of business.

Investment Research (10%): This will not be a focus for the role, but you may be occasionally accountable for the investment due diligence process of managers located on the West Coast – including sourcing and monitoring new investments and leading initial meetings in the research process.

Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.

Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.



Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus

~ Undergraduate degree with a strong track record of academic achievement. MBA) or professional certification (e.g., Experience mentoring, training, and managing junior team members

~ Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)



Partners Capital is committed to being a great place to work. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. California requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our San Francisco office and takes into account a number of factors. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program.

For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

_Eversource supports work-life balance by offering hybrid schedules for certain roles. Eligibility is based on job responsibilities, operational needs, nature of work and team dynamics. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs. These guidelines apply to roles approved for remote work and are subject to change, based on managerial discretion and work performance. All applicants must be able to work up to five days in the office if needed (for example: emergencies, training, or other business needs) or should the policy change_
_Please note: Authorization to work in the United States is a precondition to employment in this position. Eversource will not sponsor candidates for work visas for this position._
The Financial Analyst provides financial support to the operation organization. Coordinates and supports the Monthly Financial Reporting. Monitors the departments' financial budgets and annual financial forecasts along with regulatory plans and project analysis.
**Essential Functions**
+ Responsible for producing monthly financial reports, annual budgets and monthly year - end forecast for the operation groups.
+ Create or improve financial performance reporting including detailed analysis budget versus actual spending and forecast versus actual spending for Expense and Capital Projects.
+ Review, analyze and assess project financials and identify anomalies and discrepancies and provide the findings to the management.
+ Communicates results of and any issues with financial strategies including recommendations for course corrections to management.
+ Prepares reports and presentations for all levels of management, including the Senior Leadership Team.
+ Prepares financial projections for presentation to executive management.
+ Provides information to management to ensure annual budgets and five-year forecasts are on target.
+ Provides variance explanations on actuals versus budget of financials to management on a monthly basis.
+ Works effectively with all levels of management in order to provide financial analysis and problem solves recommendations.
+ Monitors capital projects to ensure they are in within compliance of threshold spending.
+ Supports the development of rate case timelines and strategies as well as rate case proceedings.
+ On call Emergency Response* assignment as necessary-Permanent only role
**Qualifications**
_Technical Knowledge/Skill:_
+ Requires strong analytical skills and knowledge of financial and economic methodologies and theories, as well as the ability to understand the fiscal impact of business decisions.
+ Highly motivated with ability to take an assignment and progress independently and produce accurate work.
+ Ability to manage competing priorities and meet deadlines.
+ Must be detailed oriented, problem solver with excellent oral and written communication skills.
+ Ability to use PC desktop applications (e.g., Microsoft Excel, Access, and other programs within the Microsoft Suite).
+ `Preferable familiarity with accounting and reporting system like Power Plan and IBM Planning Analytics
_Education:_
+ Bachelor's degree in finance, Accounting, Economics, or a related discipline.
+ Advanced degree in Business Administration, Finance or Accounting preferred.
_Experience_ :
+ Three (3) plus years related work involving extensive exposure to financial analysis or accounting
#LI-JB1
#corpajd
**Competencies:**
Build trusting relationships
Manage and develop people
Foster teamwork and cross-functional collaboration
Lead change
Communicate strategic vision
Create an engaged workforce
Focus on the customer
Take ownership & accountability
**Compensation and Benefits:**
Eversource offers a competitive total rewards program.Check out our careers site for an overview of our benefits programs. Salary is commensurate with your experience. This position is eligible for a potential incentive.The annual salary range for this position is:
$85,350.00-$94,830.00
**Worker Type:**
Regular
**Number of Openings:**
1
**Emergency Response:**
Responding to emergency situations to meet customers' needs is part of every employee's role. If employed, you will be given an Emergency Restoration assignment. This means you may be called to assist during an emergency outside of your normal responsibilities, work hours and location.
**EEO Statement** :
Eversource Energy is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, sexual orientation, gender identity, national origin, religion, disability status, or protected veteran status.
VEVRRA Federal Contractor

_Eversource supports work-life balance by offering hybrid schedules for certain roles. Eligibility is based on job responsibilities, operational needs, nature of work and team dynamics. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs. These guidelines apply to roles approved for remote work and are subject to change, based on managerial discretion and work performance. All applicants must be able to work up to five days in the office if needed (for example: emergencies, training, or other business needs) or should the policy change_
_Please note: Authorization to work in the United States is a precondition to employment in this position. Eversource will not sponsor candidates for work visas for this position._
The Financial Analyst provides financial support to the operation organization. Coordinates and supports the Monthly Financial Reporting. Monitors the departments' financial budgets and annual financial forecasts along with regulatory plans and project analysis.
**Essential Functions**
+ Responsible for producing monthly financial reports, annual budgets and monthly year - end forecast for the operation groups.
+ Create or improve financial performance reporting including detailed analysis budget versus actual spending and forecast versus actual spending for Expense and Capital Projects.
+ Review, analyze and assess project financials and identify anomalies and discrepancies and provide the findings to the management.
+ Communicates results of and any issues with financial strategies including recommendations for course corrections to management.
+ Prepares reports and presentations for all levels of management, including the Senior Leadership Team.
+ Prepares financial projections for presentation to executive management.
+ Provides information to management to ensure annual budgets and five-year forecasts are on target.
+ Provides variance explanations on actuals versus budget of financials to management on a monthly basis.
+ Works effectively with all levels of management in order to provide financial analysis and problem solves recommendations.
+ Monitors capital projects to ensure they are in within compliance of threshold spending.
+ Supports the development of rate case timelines and strategies as well as rate case proceedings.
+ On call Emergency Response* assignment as necessary-Permanent only role
**Qualifications**
_Technical Knowledge/Skill:_
+ Requires strong analytical skills and knowledge of financial and economic methodologies and theories, as well as the ability to understand the fiscal impact of business decisions.
+ Highly motivated with ability to take an assignment and progress independently and produce accurate work.
+ Ability to manage competing priorities and meet deadlines.
+ Must be detailed oriented, problem solver with excellent oral and written communication skills.
+ Ability to use PC desktop applications (e.g., Microsoft Excel, Access, and other programs within the Microsoft Suite).
+ `Preferable familiarity with accounting and reporting system like Power Plan and IBM Planning Analytics
_Education:_
+ Bachelor's degree in finance, Accounting, Economics, or a related discipline.
+ Advanced degree in Business Administration, Finance or Accounting preferred.
_Experience_ :
+ Three (3) plus years related work involving extensive exposure to financial analysis or accounting
#LI-JB1
#corpajd
**Competencies:**
Build trusting relationships
Manage and develop people
Foster teamwork and cross-functional collaboration
Lead change
Communicate strategic vision
Create an engaged workforce
Focus on the customer
Take ownership & accountability
**Compensation and Benefits:**
Eversource offers a competitive total rewards program.Check out our careers site for an overview of our benefits programs. Salary is commensurate with your experience. This position is eligible for a potential incentive.The annual salary range for this position is:
$85,350.00-$94,830.00
**Worker Type:**
Regular
**Number of Openings:**
1
**Emergency Response:**
Responding to emergency situations to meet customers' needs is part of every employee's role. If employed, you will be given an Emergency Restoration assignment. This means you may be called to assist during an emergency outside of your normal responsibilities, work hours and location.
**EEO Statement** :
Eversource Energy is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, sexual orientation, gender identity, national origin, religion, disability status, or protected veteran status.
VEVRRA Federal Contractor

_Eversource supports work-life balance by offering hybrid schedules for certain roles. Eligibility is based on job responsibilities, operational needs, nature of work and team dynamics. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs. These guidelines apply to roles approved for remote work and are subject to change, based on managerial discretion and work performance. All applicants must be able to work up to five days in the office if needed (for example: emergencies, training, or other business needs) or should the policy change_
_Please note: Authorization to work in the United States is a precondition to employment in this position. Eversource will not sponsor candidates for work visas for this position._
The Senior Financial Analyst provides financial support to the operation organization. Coordinates and supports the Monthly Financial Reporting. Monitors the departments' financial budgets and annual financial forecasts along with regulatory plans and project analysis.
**Essential Functions**
+ Responsible for producing monthly financial reports, annual budgets and monthly year - end forecast for the operation groups.
+ Create or improve financial performance reporting including detailed analysis budget versus actual spending and forecast versus actual spending for Expense and Capital Projects.
+ Review, analyze and assess project financials and identify anomalies and discrepancies and provide the findings to the management.
+ Communicates results of and any issues with financial strategies including recommendations for course corrections to management.
+ Prepares reports and presentations for all levels of management, including the Senior Leadership Team.
+ Prepares financial projections for presentation to executive management.
+ Provides information to management to ensure annual budgets and five-year forecasts are on target.
+ Provides variance explanations on actuals versus budget of financials to management on a monthly basis.
+ Works effectively with all levels of management in order to provide financial analysis and problem solves recommendations.
+ Monitors capital projects to ensure they are in within compliance of threshold spending.
+ Supports the development of rate case timelines and strategies as well as rate case proceedings.
+ On call Emergency Response* assignment as necessary-Permanent only role
**Qualifications**
_Technical Knowledge/Skill:_
+ Requires strong analytical skills and knowledge of financial and economic methodologies and theories, as well as the ability to understand the fiscal impact of business decisions.
+ Highly motivated with ability to take an assignment and progress independently and produce accurate work.
+ Ability to manage competing priorities and meet deadlines.
+ Must be detailed oriented, problem solver with excellent oral and written communication skills.
+ Ability to use PC desktop applications (e.g., Microsoft Excel, Access, and other programs within the Microsoft Suite).
+ `Preferable familiarity with accounting and reporting system like Power Plan and IBM Planning Analytics
_Education:_
+ Bachelor's degree in finance, Accounting, Economics, or a related discipline.
+ Advanced degree in Business Administration, Finance or Accountingpreferred.
_Experience_ :
+ Five (5) plus years related work involving extensive exposure to financial analysis or accounting
#LI-JB1
#corpajd
**Competencies:**
Build trusting relationships
Manage and develop people
Foster teamwork and cross-functional collaboration
Lead change
Communicate strategic vision
Create an engaged workforce
Focus on the customer
Take ownership & accountability
**Compensation and Benefits:**
Eversource offers a competitive total rewards program.Check out our careers site for an overview of our benefits programs. Salary is commensurate with your experience. This position is eligible for a potential incentive.The annual salary range for this position is:
$104,750.00-$116,390.00
**Worker Type:**
Regular
**Number of Openings:**
1
**Emergency Response:**
Responding to emergency situations to meet customers' needs is part of every employee's role. If employed, you will be given an Emergency Restoration assignment. This means you may be called to assist during an emergency outside of your normal responsibilities, work hours and location.
**EEO Statement** :
Eversource Energy is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, sexual orientation, gender identity, national origin, religion, disability status, or protected veteran status.
VEVRRA Federal Contractor

_Eversource supports work-life balance by offering hybrid schedules for certain roles. Eligibility is based on job responsibilities, operational needs, nature of work and team dynamics. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs. These guidelines apply to roles approved for remote work and are subject to change, based on managerial discretion and work performance. All applicants must be able to work up to five days in the office if needed (for example: emergencies, training, or other business needs) or should the policy change_
_Please note: Authorization to work in the United States is a precondition to employment in this position. Eversource will not sponsor candidates for work visas for this position._
The Senior Financial Analyst provides financial support to the operation organization. Coordinates and supports the Monthly Financial Reporting. Monitors the departments' financial budgets and annual financial forecasts along with regulatory plans and project analysis.
**Essential Functions**
+ Responsible for producing monthly financial reports, annual budgets and monthly year - end forecast for the operation groups.
+ Create or improve financial performance reporting including detailed analysis budget versus actual spending and forecast versus actual spending for Expense and Capital Projects.
+ Review, analyze and assess project financials and identify anomalies and discrepancies and provide the findings to the management.
+ Communicates results of and any issues with financial strategies including recommendations for course corrections to management.
+ Prepares reports and presentations for all levels of management, including the Senior Leadership Team.
+ Prepares financial projections for presentation to executive management.
+ Provides information to management to ensure annual budgets and five-year forecasts are on target.
+ Provides variance explanations on actuals versus budget of financials to management on a monthly basis.
+ Works effectively with all levels of management in order to provide financial analysis and problem solves recommendations.
+ Monitors capital projects to ensure they are in within compliance of threshold spending.
+ Supports the development of rate case timelines and strategies as well as rate case proceedings.
+ On call Emergency Response* assignment as necessary-Permanent only role
**Qualifications**
_Technical Knowledge/Skill:_
+ Requires strong analytical skills and knowledge of financial and economic methodologies and theories, as well as the ability to understand the fiscal impact of business decisions.
+ Highly motivated with ability to take an assignment and progress independently and produce accurate work.
+ Ability to manage competing priorities and meet deadlines.
+ Must be detailed oriented, problem solver with excellent oral and written communication skills.
+ Ability to use PC desktop applications (e.g., Microsoft Excel, Access, and other programs within the Microsoft Suite).
+ `Preferable familiarity with accounting and reporting system like Power Plan and IBM Planning Analytics
_Education:_
+ Bachelor's degree in finance, Accounting, Economics, or a related discipline.
+ Advanced degree in Business Administration, Finance or Accountingpreferred.
_Experience_ :
+ Five (5) plus years related work involving extensive exposure to financial analysis or accounting
#LI-JB1
#corpajd
**Competencies:**
Build trusting relationships
Manage and develop people
Foster teamwork and cross-functional collaboration
Lead change
Communicate strategic vision
Create an engaged workforce
Focus on the customer
Take ownership & accountability
**Compensation and Benefits:**
Eversource offers a competitive total rewards program.Check out our careers site for an overview of our benefits programs. Salary is commensurate with your experience. This position is eligible for a potential incentive.The annual salary range for this position is:
$104,750.00-$116,390.00
**Worker Type:**
Regular
**Number of Openings:**
1
**Emergency Response:**
Responding to emergency situations to meet customers' needs is part of every employee's role. If employed, you will be given an Emergency Restoration assignment. This means you may be called to assist during an emergency outside of your normal responsibilities, work hours and location.
**EEO Statement** :
Eversource Energy is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, sexual orientation, gender identity, national origin, religion, disability status, or protected veteran status.
VEVRRA Federal Contractor