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Most recent job postings at moneymanagement
via LinkedIn
posted_at: 9 days agoschedule_type: Full-timework_from_home: 1
Our office is growing and we are looking to license and train additional agents on either a full-time or part-time basis.
We provide exceptional service to our clients while focusing on financial education and helping to generate wealth. We create comprehensive financial game plans for families and train our agents to be some of the best in the industry...
We are proud to help our clients with services and products such as. Term Life Insurance,
Our office is growing and we are looking to license and train additional agents on either a full-time or part-time basis.
We provide exceptional service to our clients while focusing on financial education and helping to generate wealth. We create comprehensive financial game plans for families and train our agents to be some of the best in the industry...
We are proud to help our clients with services and products such as. Term Life Insurance, assisting with retirement and other investment vehicles, personal finance planning, and providing any other resources that can help put out clients in a better position financially.
All of our agents are able to work remotely from home in all 50 states.
Commission pay only
Opportunity for residual income
No previous experience required
100% flexible schedule and ability to work from home
Required licensing is paid for
Qualifications Needed:
18 years or older
Must be able to pass a background check
Motivated to learn and grow
Passionate about helping others
Willingness to obtain needed state insurance and Series 6 licenses within 90 days
Ability to build rapport with clients and agents
Required to reside within the US Show more details...
We provide exceptional service to our clients while focusing on financial education and helping to generate wealth. We create comprehensive financial game plans for families and train our agents to be some of the best in the industry...
We are proud to help our clients with services and products such as. Term Life Insurance, assisting with retirement and other investment vehicles, personal finance planning, and providing any other resources that can help put out clients in a better position financially.
All of our agents are able to work remotely from home in all 50 states.
Commission pay only
Opportunity for residual income
No previous experience required
100% flexible schedule and ability to work from home
Required licensing is paid for
Qualifications Needed:
18 years or older
Must be able to pass a background check
Motivated to learn and grow
Passionate about helping others
Willingness to obtain needed state insurance and Series 6 licenses within 90 days
Ability to build rapport with clients and agents
Required to reside within the US Show more details...
via SmartRecruiters
posted_at: 12 days agoschedule_type: Full-time
Company Description
It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay, to provide a better way to send, spend, invest, borrow and save to our 53 million monthly active customers. We want to... redefine the world’s relationship with money to make
Company Description
It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay, to provide a better way to send, spend, invest, borrow and save to our 53 million monthly active customers. We want to... redefine the world’s relationship with money to make it more relatable, instantly available, and universally accessible. This is our mission, and it’s why working at Cash App means so much more than a job.
Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward innovation, collaboration and impact. We’ve been a distributed team since day one, and many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy.
Check out our locations, benefits, and more at cash.app/careers!
Job Description
The Money Management team’s mission is to make Cash App the best place to manage, save, and grow money by making it magically simple and rewarding. In early 2023, we shipped the Savings feature, which allows customers to maintain a separate balance, set a goal, and work toward that goal – including automatically rounding up card transactions into their savings account. Looking forward, we will build on this momentum, including providing new ways for our customers to better understand and grow their money.
The Money Management team is part of our Banking team, which seeks to make Cash App the primary banking platform of choice by making banking services relatable, magically simple, and universally accessible, and is at the core of Cash App’s mission to redefine the world’s relationship with money.
The Job
Our product leaders are customer-obsessed, collaborate intensely with other key disciplines, and always make decisions with an eye towards Cash App’s business as a whole. Successful product leaders are ambitious and resourceful - willing to go the extra mile to empower our teams, and deliver value to our customers.
In this role you will:
• Own the ideation, design, implementation and improvement of products which help us advance the Money Management and Banking team’s mission
• Work with a full stack team (engineers, designers researchers, data scientists, operations, customer support) on a daily basis to ship innovative and incredible experiences, at scale
• Identify opportunities, develop perspectives, and prioritize the most impactful experiences we should be building for our customers
• Optimize for execution velocity, making tactical tradeoffs between business priorities and resources
• Drive effective cross-functional partnership; constantly inspiring and influencing colleagues in Marketing, Brand, Business, Legal, Compliance, Support, Operations, and other Product areas in order to deliver on goals and maximize impact
Qualifications
• 8+ years of product management or related experience
• Strong communication skills and ability to work cross-functionally with global teams
• Able to drive A/B testing, and familiar with analytics/testing tools
• Comfort with ambiguity coupled with the ability to independently solve problems without well-defined direction
• Ability to earn trust from and lead a high performing cross-functional team
• A humble and scrappy get-it-done mindset
• Strong business sense and analytical skills. Basic SQL skills are a plus
Additional Information
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
Zone A: USD $202,500 - USD $247,500
Zone B: USD $192,400 - USD $235,200
Zone C: USD $182,300 - USD $222,800
Zone D: USD $172,200 - USD $210,400
To find a location’s zone designation, please refer to this resource. If a location of interest is not listed, please speak with a recruiter for additional information.
Benefits include the following:
• Healthcare coverage
• Retirement Plans including company match
• Employee Stock Purchase Program
• Wellness programs, including access to mental health, 1:1 financial planners, and a monthly wellness allowance
• Paid parental and caregiving leave
• Paid time off
• Learning and Development resources
• Paid Life insurance, AD&D. and disability benefits
• Perks such as WFH reimbursements and free access to caregiving, legal, and discounted resources
This role is also eligible to participate in Block's equity plan subject to the terms of the applicable plans and policies, and may be eligible for a sign-on bonus. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page.
Additionally, we consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution Show more details...
It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay, to provide a better way to send, spend, invest, borrow and save to our 53 million monthly active customers. We want to... redefine the world’s relationship with money to make it more relatable, instantly available, and universally accessible. This is our mission, and it’s why working at Cash App means so much more than a job.
Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward innovation, collaboration and impact. We’ve been a distributed team since day one, and many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy.
Check out our locations, benefits, and more at cash.app/careers!
Job Description
The Money Management team’s mission is to make Cash App the best place to manage, save, and grow money by making it magically simple and rewarding. In early 2023, we shipped the Savings feature, which allows customers to maintain a separate balance, set a goal, and work toward that goal – including automatically rounding up card transactions into their savings account. Looking forward, we will build on this momentum, including providing new ways for our customers to better understand and grow their money.
The Money Management team is part of our Banking team, which seeks to make Cash App the primary banking platform of choice by making banking services relatable, magically simple, and universally accessible, and is at the core of Cash App’s mission to redefine the world’s relationship with money.
The Job
Our product leaders are customer-obsessed, collaborate intensely with other key disciplines, and always make decisions with an eye towards Cash App’s business as a whole. Successful product leaders are ambitious and resourceful - willing to go the extra mile to empower our teams, and deliver value to our customers.
In this role you will:
• Own the ideation, design, implementation and improvement of products which help us advance the Money Management and Banking team’s mission
• Work with a full stack team (engineers, designers researchers, data scientists, operations, customer support) on a daily basis to ship innovative and incredible experiences, at scale
• Identify opportunities, develop perspectives, and prioritize the most impactful experiences we should be building for our customers
• Optimize for execution velocity, making tactical tradeoffs between business priorities and resources
• Drive effective cross-functional partnership; constantly inspiring and influencing colleagues in Marketing, Brand, Business, Legal, Compliance, Support, Operations, and other Product areas in order to deliver on goals and maximize impact
Qualifications
• 8+ years of product management or related experience
• Strong communication skills and ability to work cross-functionally with global teams
• Able to drive A/B testing, and familiar with analytics/testing tools
• Comfort with ambiguity coupled with the ability to independently solve problems without well-defined direction
• Ability to earn trust from and lead a high performing cross-functional team
• A humble and scrappy get-it-done mindset
• Strong business sense and analytical skills. Basic SQL skills are a plus
Additional Information
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
Zone A: USD $202,500 - USD $247,500
Zone B: USD $192,400 - USD $235,200
Zone C: USD $182,300 - USD $222,800
Zone D: USD $172,200 - USD $210,400
To find a location’s zone designation, please refer to this resource. If a location of interest is not listed, please speak with a recruiter for additional information.
Benefits include the following:
• Healthcare coverage
• Retirement Plans including company match
• Employee Stock Purchase Program
• Wellness programs, including access to mental health, 1:1 financial planners, and a monthly wellness allowance
• Paid parental and caregiving leave
• Paid time off
• Learning and Development resources
• Paid Life insurance, AD&D. and disability benefits
• Perks such as WFH reimbursements and free access to caregiving, legal, and discounted resources
This role is also eligible to participate in Block's equity plan subject to the terms of the applicable plans and policies, and may be eligible for a sign-on bonus. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page.
Additionally, we consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution Show more details...
via Harborstone Credit Union | Careers Center - ICIMS
schedule_type: Full-time
Overview
Effectively develops relationships with new and existing members by serving with empathy and utilizing the Harborstone Member Money Map to understand member needs, their relationships with money, and their saving and spending habits. Proactively manages member relationships by putting member’s financial needs in the center of the conversation at every interaction. Advocates for members’... financial empowerment as stated in the Harborstone
Overview
Effectively develops relationships with new and existing members by serving with empathy and utilizing the Harborstone Member Money Map to understand member needs, their relationships with money, and their saving and spending habits. Proactively manages member relationships by putting member’s financial needs in the center of the conversation at every interaction. Advocates for members’... financial empowerment as stated in the Harborstone Commitment Statement to support around everyday spending, building savings, and leveraging credit wisely. Engages members by following Harborstone’s 360 Relationship Portfolio Onboarding program (2:2:2) to ensure members realize the most benefits from their Harborstone membership. Supports the mission of creating thriving communities by referring Harborstone products and services to retail and business members. Maintains extensive product knowledge to include those provided through all business units and third parties.
This position requires Money Management Coaches to communicate effectively by Member’s preferred communication channel, either in person, by phone, or by email. Often times, excellent communication skills by phone or email are required to proactively reach out to members regarding specials and promotions which contribute to their overall financial wellbeing. The job functions are not scripted; it requires strong interviewing, listening, empath, and advocacy skills which are influenced by your unique personality and strengths.
The right candidate will possess the ability to interact in person as well make outbound calls to create member interactions and cultivate new opportunities within existing members. The role will manage an assigned portfolio of members and be accountable for revenue retention and growth by building member relationships, assessing solutions for, and expanding the membership portfolio.
Maintains focus on the mission and purpose of Harborstone and makes appropriate recommendations and decisions for lending, deposit, and service charge requests that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative. Refers products and services that expressly meet members’ goals, financial dreams, and reduce money stresses by considering the long term impact of credit and deposit products to the member. Strategizes and develops plans with Branch Manager to positively impact prosperity for members and businesses in the branch’s market. Participates in community events as an ambassador to build recognition and share Harborstone’s mission and purpose in the community.
Compensation Range:
Minimum $ 18.51
Maximum $26.44
Typical hiring range for a qualified applicant is $19.83 - $21.15
Responsibilities
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity). Consistently advocates for Harborstone’s members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential.
Qualifications
• Passionate about Financial Empowerment.
• Conducts oneself with professionalism and respect for others.
• Advocates for members and the financial cooperative daily.
• Intentionally chooses to approach every interaction with empathy and advocacy, prioritizing member’s needs always.
• Seeks opportunity for learning daily.
• Adapts positively and embraces evolving, changing environments.
• Supports team members by sharing knowledge and contributing to achievement of Harborstone’s Member Experience Expectations in all areas of the branch as needed.
• Builds trust by proactively working to do the right things with accuracy.
• Knowledge of basic technology, bookkeeping principles, and personal finance practices.
• Has business and financial acumen required to make appropriate decisions and recommendations that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative.
• Proactive time management to ensure high production and successful results are achieved.
• Effectively tracks activities, results, and outcomes.
• Thorough understanding and knowledge of everyday life events and the related guidance, products, and services that provide proactive, positive, support to the associated financial impacts.
• Seeks opportunity for cross-selling other credit union products and services as appropriate.
• Keeps up to date on economic market conditions both locally and nationally to best support the financial success of our members.
• Is bondable.
Desired Qualifications:
• Expert level knowledge of Harborstone and Business Partner’s/Vendor’s/CUSO’s partnership and processes.
• Deliberately works to develop and cultivate a growth mindset.
• Ability to understand, leverage, and build upon your key strengths to help in the overall success of the cooperative, as part of ongoing personal and professional development.
• Understand Harborstone’s 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative Show more details...
Effectively develops relationships with new and existing members by serving with empathy and utilizing the Harborstone Member Money Map to understand member needs, their relationships with money, and their saving and spending habits. Proactively manages member relationships by putting member’s financial needs in the center of the conversation at every interaction. Advocates for members’... financial empowerment as stated in the Harborstone Commitment Statement to support around everyday spending, building savings, and leveraging credit wisely. Engages members by following Harborstone’s 360 Relationship Portfolio Onboarding program (2:2:2) to ensure members realize the most benefits from their Harborstone membership. Supports the mission of creating thriving communities by referring Harborstone products and services to retail and business members. Maintains extensive product knowledge to include those provided through all business units and third parties.
This position requires Money Management Coaches to communicate effectively by Member’s preferred communication channel, either in person, by phone, or by email. Often times, excellent communication skills by phone or email are required to proactively reach out to members regarding specials and promotions which contribute to their overall financial wellbeing. The job functions are not scripted; it requires strong interviewing, listening, empath, and advocacy skills which are influenced by your unique personality and strengths.
The right candidate will possess the ability to interact in person as well make outbound calls to create member interactions and cultivate new opportunities within existing members. The role will manage an assigned portfolio of members and be accountable for revenue retention and growth by building member relationships, assessing solutions for, and expanding the membership portfolio.
Maintains focus on the mission and purpose of Harborstone and makes appropriate recommendations and decisions for lending, deposit, and service charge requests that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative. Refers products and services that expressly meet members’ goals, financial dreams, and reduce money stresses by considering the long term impact of credit and deposit products to the member. Strategizes and develops plans with Branch Manager to positively impact prosperity for members and businesses in the branch’s market. Participates in community events as an ambassador to build recognition and share Harborstone’s mission and purpose in the community.
Compensation Range:
Minimum $ 18.51
Maximum $26.44
Typical hiring range for a qualified applicant is $19.83 - $21.15
Responsibilities
Effectively builds trust with members and internal staff by embodying and demonstrating the Core Values of the organization (Trust, Advocacy, Prosperity, Equity, Empathy, and Simplicity). Consistently advocates for Harborstone’s members, offering opportunities for financial equity and prosperity and the tools necessary to help them thrive. Demonstrates value and difference by expertly informing our communities of effective financial products, services, and solutions to help them attain their full potential.
Qualifications
• Passionate about Financial Empowerment.
• Conducts oneself with professionalism and respect for others.
• Advocates for members and the financial cooperative daily.
• Intentionally chooses to approach every interaction with empathy and advocacy, prioritizing member’s needs always.
• Seeks opportunity for learning daily.
• Adapts positively and embraces evolving, changing environments.
• Supports team members by sharing knowledge and contributing to achievement of Harborstone’s Member Experience Expectations in all areas of the branch as needed.
• Builds trust by proactively working to do the right things with accuracy.
• Knowledge of basic technology, bookkeeping principles, and personal finance practices.
• Has business and financial acumen required to make appropriate decisions and recommendations that balance the needs of the member with the needs of the membership and promotes a growing financial cooperative.
• Proactive time management to ensure high production and successful results are achieved.
• Effectively tracks activities, results, and outcomes.
• Thorough understanding and knowledge of everyday life events and the related guidance, products, and services that provide proactive, positive, support to the associated financial impacts.
• Seeks opportunity for cross-selling other credit union products and services as appropriate.
• Keeps up to date on economic market conditions both locally and nationally to best support the financial success of our members.
• Is bondable.
Desired Qualifications:
• Expert level knowledge of Harborstone and Business Partner’s/Vendor’s/CUSO’s partnership and processes.
• Deliberately works to develop and cultivate a growth mindset.
• Ability to understand, leverage, and build upon your key strengths to help in the overall success of the cooperative, as part of ongoing personal and professional development.
• Understand Harborstone’s 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative Show more details...
via Idealist
posted_at: 6 days agoschedule_type: Part-time
Work on an interdisciplinary team to help older adults age in place by becoming a Springwell Case Manager!
• This position has a $1500.00 SIGN-ON BONUS
...
A Case Manager conducts comprehensive assessments with older adults to determine their needs and eligibility for in-home services.
Responsibilities include conducting in-person home visits and documentation of assessments into an electronic statewide database. As part of an interdisciplinary
Work on an interdisciplinary team to help older adults age in place by becoming a Springwell Case Manager!
• This position has a $1500.00 SIGN-ON BONUS
...
A Case Manager conducts comprehensive assessments with older adults to determine their needs and eligibility for in-home services.
Responsibilities include conducting in-person home visits and documentation of assessments into an electronic statewide database. As part of an interdisciplinary team, Case Managers create care plans and coordinate services with a network of vendor agencies. Role involves communication and consultation with family members, other Springwell staff, and community professionals.
Hybrid (in office and work from home) work environment. No weekends, evenings, nights or holidays. Flexible schedules available.
QUALIFICATIONS
• Bachelor's Degree or higher.
• Applicants without a Bachelor's Degree may be considered if:The applicant has an Associate's Degree and at least 3 years' experience working with elders or providing case management services; OR
• The applicant has completed at least 50% of coursework required for a Bachelor's Degree and agrees to complete the remaining coursework within a 3 year period.
• Experience working with computers, entering data, and running reports.
• Applicant must have a reliable car, current driver's license, and safe driving record.
GENEROUS BENEFITS
• 3 weeks of vacation in first year
• Birthday off
• 13 paid holidays
• 3 paid personal days
• 15 paid sick days per year (You can accumulate up to 450hrs/12weeks)
• Health & dental insurance with employer contribution
• Life and long-term disability insurance at no cost to employee
• Flexible Spending Plan
• Employee Assistance Plan
• 401K Retirement Savings Plan w/ employer contribution
• Mileage reimbursement
• Flexible Work Options available after 6 months for most positions; alternate start time between 8:00 and 9:30 a.m., 4 day work week, 4.5 day work week, telecommuting work option, remote work option
• Employee referral bonuses
• Free parking
• Commitment to promoting from within
COMPANY PROFILE
At Springwell, we are dedicated to our mission. For more than 40 years, our staff has worked to help ensure that seniors and individuals with disabilities have the village they need and the support that is necessary for them to live at home with dignity and independence.
We are also committed to our employees. We are focused on creating a supportive, open environment that values the people who make a difference - each, and every member of our staff. At Springwell we are fiercely committed to creating equal opportunities for all regardless of race, color, sex, gender identity, sexual orientation, gender expression, national origin, age, language, and physical or mental disabilities.
Throughout the COVID-19 pandemic, Springwell has remained open and operational. We have continued to provide in-home services to individuals in a safe manner based on our consumer directed philosophy. We have also created a hybrid work model for staff that seeks to balance the needs of the agency with flexibility for staff.
We believe in and are looking for new staff who embrace:
• Accountability: At every level of the organization we are accountable: to the people we serve, to our funders, to our employees, to community professionals who rely on our support.
• Continuous Quality Improvement: We honor the fact that each of us is human, and we embrace a desire to examine the value and quality of our work and ask how we can provide a higher quality of service.
• Transparency: While we don't claim to be 100% transparent (there are certain things, like salaries and performance evaluations that are private) we continuously strive to be as open as possible.
Keywords: Waltham, Newton, Brookline, Watertown, Belmont, Needham, Wellesley, Weston, Boston, Case Manager, Case Management, Housing, Mental Health, Managed Care, Social Services, Social Work, Care Coordinator, Social Worker, Elder, Geriatric Care, Assisted Living, Human Services, LSW, LCSW, Licensed, Medicare, Medicaid, Behavioral Health, Community Health, Long Term Care, Telecommuting, Remote, Telecommuter, Telecommute, Council on Aging, Program Coordinator, Case Worker Show more details...
• This position has a $1500.00 SIGN-ON BONUS
...
A Case Manager conducts comprehensive assessments with older adults to determine their needs and eligibility for in-home services.
Responsibilities include conducting in-person home visits and documentation of assessments into an electronic statewide database. As part of an interdisciplinary team, Case Managers create care plans and coordinate services with a network of vendor agencies. Role involves communication and consultation with family members, other Springwell staff, and community professionals.
Hybrid (in office and work from home) work environment. No weekends, evenings, nights or holidays. Flexible schedules available.
QUALIFICATIONS
• Bachelor's Degree or higher.
• Applicants without a Bachelor's Degree may be considered if:The applicant has an Associate's Degree and at least 3 years' experience working with elders or providing case management services; OR
• The applicant has completed at least 50% of coursework required for a Bachelor's Degree and agrees to complete the remaining coursework within a 3 year period.
• Experience working with computers, entering data, and running reports.
• Applicant must have a reliable car, current driver's license, and safe driving record.
GENEROUS BENEFITS
• 3 weeks of vacation in first year
• Birthday off
• 13 paid holidays
• 3 paid personal days
• 15 paid sick days per year (You can accumulate up to 450hrs/12weeks)
• Health & dental insurance with employer contribution
• Life and long-term disability insurance at no cost to employee
• Flexible Spending Plan
• Employee Assistance Plan
• 401K Retirement Savings Plan w/ employer contribution
• Mileage reimbursement
• Flexible Work Options available after 6 months for most positions; alternate start time between 8:00 and 9:30 a.m., 4 day work week, 4.5 day work week, telecommuting work option, remote work option
• Employee referral bonuses
• Free parking
• Commitment to promoting from within
COMPANY PROFILE
At Springwell, we are dedicated to our mission. For more than 40 years, our staff has worked to help ensure that seniors and individuals with disabilities have the village they need and the support that is necessary for them to live at home with dignity and independence.
We are also committed to our employees. We are focused on creating a supportive, open environment that values the people who make a difference - each, and every member of our staff. At Springwell we are fiercely committed to creating equal opportunities for all regardless of race, color, sex, gender identity, sexual orientation, gender expression, national origin, age, language, and physical or mental disabilities.
Throughout the COVID-19 pandemic, Springwell has remained open and operational. We have continued to provide in-home services to individuals in a safe manner based on our consumer directed philosophy. We have also created a hybrid work model for staff that seeks to balance the needs of the agency with flexibility for staff.
We believe in and are looking for new staff who embrace:
• Accountability: At every level of the organization we are accountable: to the people we serve, to our funders, to our employees, to community professionals who rely on our support.
• Continuous Quality Improvement: We honor the fact that each of us is human, and we embrace a desire to examine the value and quality of our work and ask how we can provide a higher quality of service.
• Transparency: While we don't claim to be 100% transparent (there are certain things, like salaries and performance evaluations that are private) we continuously strive to be as open as possible.
Keywords: Waltham, Newton, Brookline, Watertown, Belmont, Needham, Wellesley, Weston, Boston, Case Manager, Case Management, Housing, Mental Health, Managed Care, Social Services, Social Work, Care Coordinator, Social Worker, Elder, Geriatric Care, Assisted Living, Human Services, LSW, LCSW, Licensed, Medicare, Medicaid, Behavioral Health, Community Health, Long Term Care, Telecommuting, Remote, Telecommuter, Telecommute, Council on Aging, Program Coordinator, Case Worker Show more details...
via ZipRecruiter
posted_at: 28 days agoschedule_type: Full-time
Money Management Specialist
Downtown Los Angeles, Los Angeles, CA, USA Req #421
Friday, February 17, 2023...
Money Management Specialist
Job Title: Money Management Specialist
Schedule: Monday-Friday, 8am-4:30pm
Reports to: Senior Director of Member Services
Dept: Member Resources
Status: Full-time, non-exempt
Benefits: Medical, Dental, Vision, Retirement Planning (403b), Employee Assistant Program (EAP), etc.
SUMMARY
The Money Management
Money Management Specialist
Downtown Los Angeles, Los Angeles, CA, USA Req #421
Friday, February 17, 2023...
Money Management Specialist
Job Title: Money Management Specialist
Schedule: Monday-Friday, 8am-4:30pm
Reports to: Senior Director of Member Services
Dept: Member Resources
Status: Full-time, non-exempt
Benefits: Medical, Dental, Vision, Retirement Planning (403b), Employee Assistant Program (EAP), etc.
SUMMARY
The Money Management Specialist I will work closely with Advocates, outside agency Case Workers, Social Security and Directors to provide both financial management assistance and benefits linkage to program participants. This position will assist program participants with obtaining and maintaining benefits through the Social Security Administration and will provide money management services to program participants on a daily basis.
ESSENTIAL DUTIES & RESPONSIBILITIES
1. Ensure strict compliance with all relevant laws and regulations including agency accounting policies and procedures
2. 2. Perform all duties pertaining to Money Management in a timely, professional, and organized manner, including:
daily disbursement at scheduled hours
balancing
data entry into Quick Books
process check requests and automatic deductions as needed and agreed
process monthly account fees
communicate account information with internal and outside agencies when and as needed
3. 3. Communicate all matters to supervisor pertaining to banking (e.g., report lost checks, process voided checks, ensure availability of proper levels of bank supplies, etc.)
4. 4. For each enrolled program participant, create and maintain in a timely, professional, and organized manner:
a Money Management file, which will include copies of the Money Management Agreement, Information Sheet, Benefit Assistance Referral (if applicable)
complete records of all checks disbursed and receipts received for purchases
5. 5 . Promote Money Management services by presenting program information to agency program participants
6. 6. Assist and deliver information to staff related to SSA and Money Management forms and procedures
7. 7. Prepare monthly program reports for Money Management services by the 5th of each month
8. 8. Accurately document all program participant services rendered on a weekly basis by entering them in the database in a timely and accurate manner.
QUALIFICATIONS
1. High School diploma or GED; Bachelor's degree preferred
2. Working knowledge of mental health and medical health terminology and abbreviations
3. Computer proficient, including familiarity with Outlook, Excel, Word, Power Point, and QuickBooks
4. Strong knowledgeable of the policies and procedures of the banking process
5. 5. Valid CA Driver's license, reliable car, auto insurance, and an acceptable driving record
• Detail oriented with excellent time management, interpersonal, organizational, written, verbal, and follow-through skills
• Able to learn quickly and work effectively with a wide range of constituencies and with minimal supervision
• Experience working with homeless individuals, preferably those living with mental illness and/or substance addictions
• Able to read medical charts and mental health records
WORK ENVIRONMENT
1. Combination of field and office environment
• Regularly required to walk or drive to different local sites throughout the day
• Regularly required to sit, stand, bend and occasionally lift or carry up to 35 pounds
• May necessitate working in busy and loud environments
• May be exposed to elements like cold, heat, dust, noise and odor
• May need to bend, stoop, twist , and sit throughout the day
RESPONSIBILITIES COMMON TO ALL AGENCY EMPLOYEES
• Maintain a safe work environment and confidentiality at all times
• Be proactive, creative, and flexible in determining, evaluating, researching, and resolving issues
• Organize and prioritize multiple activities to meet all external and internal deadlines
• Maintain professional demeanor that reflects positively on the agency
• Demonstrate respect and courtesy toward others
• Able to thrive in a work environment emphasizing teamwork and collaboration
• Respond in a timely manner in all aspects of communication
• Work with minimum supervision
• Perform other duties as assigned
Other details
• Pay Type Hourly
• Min Hiring Rate $21.00
• Max Hiring Rate $21.00
Apply Now Show more details...
Downtown Los Angeles, Los Angeles, CA, USA Req #421
Friday, February 17, 2023...
Money Management Specialist
Job Title: Money Management Specialist
Schedule: Monday-Friday, 8am-4:30pm
Reports to: Senior Director of Member Services
Dept: Member Resources
Status: Full-time, non-exempt
Benefits: Medical, Dental, Vision, Retirement Planning (403b), Employee Assistant Program (EAP), etc.
SUMMARY
The Money Management Specialist I will work closely with Advocates, outside agency Case Workers, Social Security and Directors to provide both financial management assistance and benefits linkage to program participants. This position will assist program participants with obtaining and maintaining benefits through the Social Security Administration and will provide money management services to program participants on a daily basis.
ESSENTIAL DUTIES & RESPONSIBILITIES
1. Ensure strict compliance with all relevant laws and regulations including agency accounting policies and procedures
2. 2. Perform all duties pertaining to Money Management in a timely, professional, and organized manner, including:
daily disbursement at scheduled hours
balancing
data entry into Quick Books
process check requests and automatic deductions as needed and agreed
process monthly account fees
communicate account information with internal and outside agencies when and as needed
3. 3. Communicate all matters to supervisor pertaining to banking (e.g., report lost checks, process voided checks, ensure availability of proper levels of bank supplies, etc.)
4. 4. For each enrolled program participant, create and maintain in a timely, professional, and organized manner:
a Money Management file, which will include copies of the Money Management Agreement, Information Sheet, Benefit Assistance Referral (if applicable)
complete records of all checks disbursed and receipts received for purchases
5. 5 . Promote Money Management services by presenting program information to agency program participants
6. 6. Assist and deliver information to staff related to SSA and Money Management forms and procedures
7. 7. Prepare monthly program reports for Money Management services by the 5th of each month
8. 8. Accurately document all program participant services rendered on a weekly basis by entering them in the database in a timely and accurate manner.
QUALIFICATIONS
1. High School diploma or GED; Bachelor's degree preferred
2. Working knowledge of mental health and medical health terminology and abbreviations
3. Computer proficient, including familiarity with Outlook, Excel, Word, Power Point, and QuickBooks
4. Strong knowledgeable of the policies and procedures of the banking process
5. 5. Valid CA Driver's license, reliable car, auto insurance, and an acceptable driving record
• Detail oriented with excellent time management, interpersonal, organizational, written, verbal, and follow-through skills
• Able to learn quickly and work effectively with a wide range of constituencies and with minimal supervision
• Experience working with homeless individuals, preferably those living with mental illness and/or substance addictions
• Able to read medical charts and mental health records
WORK ENVIRONMENT
1. Combination of field and office environment
• Regularly required to walk or drive to different local sites throughout the day
• Regularly required to sit, stand, bend and occasionally lift or carry up to 35 pounds
• May necessitate working in busy and loud environments
• May be exposed to elements like cold, heat, dust, noise and odor
• May need to bend, stoop, twist , and sit throughout the day
RESPONSIBILITIES COMMON TO ALL AGENCY EMPLOYEES
• Maintain a safe work environment and confidentiality at all times
• Be proactive, creative, and flexible in determining, evaluating, researching, and resolving issues
• Organize and prioritize multiple activities to meet all external and internal deadlines
• Maintain professional demeanor that reflects positively on the agency
• Demonstrate respect and courtesy toward others
• Able to thrive in a work environment emphasizing teamwork and collaboration
• Respond in a timely manner in all aspects of communication
• Work with minimum supervision
• Perform other duties as assigned
Other details
• Pay Type Hourly
• Min Hiring Rate $21.00
• Max Hiring Rate $21.00
Apply Now Show more details...
via Jooble
posted_at: 5 days agoschedule_type: Full-time
Would you like a rewarding career working for a non-profit serving our community? Would you like to help clients remain in their own homes longer by ensuring that bills get paid on time and receive all benefits available? We are hiring for an entry level position. Come join our team.
Duties...
• Organize & maintain bank and financial records.
• Prepare and manage budgets.
• Prepare and deliver bank deposits.
• Pay bills with client's monthly
Would you like a rewarding career working for a non-profit serving our community? Would you like to help clients remain in their own homes longer by ensuring that bills get paid on time and receive all benefits available? We are hiring for an entry level position. Come join our team.
Duties...
• Organize & maintain bank and financial records.
• Prepare and manage budgets.
• Prepare and deliver bank deposits.
• Pay bills with client's monthly benefits.
• Prepare checks for signature.
• Balance checkbooks.
• Performs related duties as assigned.
Qualifications:
• Basic computer skills required; QuickBooks & Microsoft preferred.
• Works well independently and in a team setting.
• Skilled in gathering, interpreting, and documenting data with good record keeping.
• Reliable transportation.
• Ability to work in an office setting & at clients' homes, as needed.
Job Type: Full time, M-F 8am-5pm
Wage: $13/hr., mileage compensation, other Benefits available
Job ID: 18251
Call A2Z Personnel in Hamilton View phone number on click.appcast.io or Stevensville View phone number on click.appcast.io for information regarding this position or to ask about our benefits, which include health coverage, retirement savings, and personal paid time off.
A2Z Personnel is an equal-opportunity employer and is committed to promoting a diverse workplace. Applicants are considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The agency provides reasonable accommodations upon request to individuals with disabilities during all phases of the employment process including the hiring process.
For more information view the Equal Employment Opportunity Poster and Americans with Disabilities Act Notice or visit: Show more details...
Duties...
• Organize & maintain bank and financial records.
• Prepare and manage budgets.
• Prepare and deliver bank deposits.
• Pay bills with client's monthly benefits.
• Prepare checks for signature.
• Balance checkbooks.
• Performs related duties as assigned.
Qualifications:
• Basic computer skills required; QuickBooks & Microsoft preferred.
• Works well independently and in a team setting.
• Skilled in gathering, interpreting, and documenting data with good record keeping.
• Reliable transportation.
• Ability to work in an office setting & at clients' homes, as needed.
Job Type: Full time, M-F 8am-5pm
Wage: $13/hr., mileage compensation, other Benefits available
Job ID: 18251
Call A2Z Personnel in Hamilton View phone number on click.appcast.io or Stevensville View phone number on click.appcast.io for information regarding this position or to ask about our benefits, which include health coverage, retirement savings, and personal paid time off.
A2Z Personnel is an equal-opportunity employer and is committed to promoting a diverse workplace. Applicants are considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The agency provides reasonable accommodations upon request to individuals with disabilities during all phases of the employment process including the hiring process.
For more information view the Equal Employment Opportunity Poster and Americans with Disabilities Act Notice or visit: Show more details...
via Salary.com
schedule_type: Full-timework_from_home: 1
Customer Service & HUD Housing Counselor – Telework
Know You Made a Difference Today...
MMI currently has a full-time telework (work from home) opportunity available for a Customer Service & Housing Counselor.
Shift: 40 hours per week; The scheduled shift will be an 8-hour shift between the hours of 7am cst and 11pm Central Time. Most shifts will be late afternoon shifts with a start time of either 10am, 11am, or 12pm Central TIme (8am, 9am,
Customer Service & HUD Housing Counselor – Telework
Know You Made a Difference Today...
MMI currently has a full-time telework (work from home) opportunity available for a Customer Service & Housing Counselor.
Shift: 40 hours per week; The scheduled shift will be an 8-hour shift between the hours of 7am cst and 11pm Central Time. Most shifts will be late afternoon shifts with a start time of either 10am, 11am, or 12pm Central TIme (8am, 9am, or 10am pacific time).
Please note that the scheduled shift is subject to change based upon business need.
The start date is tentatively scheduled for 04/17/2023.
At Money Management International, it's more than just a job; it's an opportunity to make a difference. Feel good at the end of your workday!
We will train you to prepare for both your HUD Certification exam as well as Counseling the public for their Housing concerns. Former Mortgage professionals make great Counselors and are encouraged to apply.
Who is MMI?
Money Management International (MMI) is a non-profit agency that helps create, restore, and maintain a life of financial wellness through empowered choices. MMI is changing the way financial challenges are solved. You can be a part of facilitating that change.
What will you do as a Housing Counselor?
As a Housing Counselor you will help individuals and families who are experiencing financial hardship with regards to their Housing situation in a work from home call center environment. You will educate your client on options and assist them in selecting a solution that fits their situation. You will meet with people over the phone in a call center setting, and will use your newly acquired certifications, training and interpersonal skills to help put clients' minds at ease and place them on the road to financial success.
The ideal candidate should possess the following:
• High School Diploma or Equivalent. Associate or bachelor’s degree preferred.
• Minimum of two years’ experience in a customer service and/or sales environment.
• Background in customer service, sales, mortgage, finance, consumer credit or a counselor-related field.
• Required to obtain and maintain HUD, NFCC and FCRA certifications at the conclusion of initial training and prior to counseling.
• If applicable, may be required to obtain additional certifications for counseling services being provided.
• Ability to pass a pre-employment screening process including criminal background check.
This Full-Time position includes the ability to participate in our full benefits package.
MMI is a qualified employer for the Federal Public Service Student Loan Forgiveness program. Ask us for details!
To apply and learn more about MMI, please visit our Careers site:
http://www.moneymanagement.org/About-Us/Careers.aspx
MMI is an Equal Opportunity Employer, and all candidates will receive consideration without regard to their disability or protected veteran status. Females/Minorities/Disabled/Vets.
U.S. residents only.
MMI is a member of the National Foundation for Credit Counseling, the Better Business Bureau, and a member of the Council on Accreditation Show more details...
Know You Made a Difference Today...
MMI currently has a full-time telework (work from home) opportunity available for a Customer Service & Housing Counselor.
Shift: 40 hours per week; The scheduled shift will be an 8-hour shift between the hours of 7am cst and 11pm Central Time. Most shifts will be late afternoon shifts with a start time of either 10am, 11am, or 12pm Central TIme (8am, 9am, or 10am pacific time).
Please note that the scheduled shift is subject to change based upon business need.
The start date is tentatively scheduled for 04/17/2023.
At Money Management International, it's more than just a job; it's an opportunity to make a difference. Feel good at the end of your workday!
We will train you to prepare for both your HUD Certification exam as well as Counseling the public for their Housing concerns. Former Mortgage professionals make great Counselors and are encouraged to apply.
Who is MMI?
Money Management International (MMI) is a non-profit agency that helps create, restore, and maintain a life of financial wellness through empowered choices. MMI is changing the way financial challenges are solved. You can be a part of facilitating that change.
What will you do as a Housing Counselor?
As a Housing Counselor you will help individuals and families who are experiencing financial hardship with regards to their Housing situation in a work from home call center environment. You will educate your client on options and assist them in selecting a solution that fits their situation. You will meet with people over the phone in a call center setting, and will use your newly acquired certifications, training and interpersonal skills to help put clients' minds at ease and place them on the road to financial success.
The ideal candidate should possess the following:
• High School Diploma or Equivalent. Associate or bachelor’s degree preferred.
• Minimum of two years’ experience in a customer service and/or sales environment.
• Background in customer service, sales, mortgage, finance, consumer credit or a counselor-related field.
• Required to obtain and maintain HUD, NFCC and FCRA certifications at the conclusion of initial training and prior to counseling.
• If applicable, may be required to obtain additional certifications for counseling services being provided.
• Ability to pass a pre-employment screening process including criminal background check.
This Full-Time position includes the ability to participate in our full benefits package.
MMI is a qualified employer for the Federal Public Service Student Loan Forgiveness program. Ask us for details!
To apply and learn more about MMI, please visit our Careers site:
http://www.moneymanagement.org/About-Us/Careers.aspx
MMI is an Equal Opportunity Employer, and all candidates will receive consideration without regard to their disability or protected veteran status. Females/Minorities/Disabled/Vets.
U.S. residents only.
MMI is a member of the National Foundation for Credit Counseling, the Better Business Bureau, and a member of the Council on Accreditation Show more details...
via The Blick Center Careers
schedule_type: Full-timesalary: 16–18 an hour
Money Management Specialist:
The Blick Center has been helping individuals for over 50 years. Serving early childhood, school age and adult individuals with developmental, behavioral, physical and mental health conditions. Now also specializing in mental health with drug and alcohol addiction treatment for older adults. For more info, please visit our website at www.blickcenter.org...
We are looking to add another team member to our growing Money
Money Management Specialist:
The Blick Center has been helping individuals for over 50 years. Serving early childhood, school age and adult individuals with developmental, behavioral, physical and mental health conditions. Now also specializing in mental health with drug and alcohol addiction treatment for older adults. For more info, please visit our website at www.blickcenter.org...
We are looking to add another team member to our growing Money Management Department. In this position you will assist clients who need support with funds management by assisting them in establishing a budget, paying bills on a timely basis, and distributing client money to meet their needs.
This position requires:
• Good customer service skills.
• Friendly and compassionate.
• Proficient Computer skills, experience with Excel and QuickBooks is a plus.
• Ability to reconcile checking accounts and provide accurate documentation.
Starting pay is $16 to $18 per hour, depending on experience. We also provide an excellent benefits package for full time positions including medical, dental, vision, life insurance, 401k (with 100% match of first 6% of your salary) and generous paid time off.
To apply, please complete an application for employment on our website, www.BlickCenter.org
Or send a resume and letter of interest to:
The Blick Center
Attention: Judy Colvin, HR Director
640 West Market Street
Akron, OH 44303 Show more details...
The Blick Center has been helping individuals for over 50 years. Serving early childhood, school age and adult individuals with developmental, behavioral, physical and mental health conditions. Now also specializing in mental health with drug and alcohol addiction treatment for older adults. For more info, please visit our website at www.blickcenter.org...
We are looking to add another team member to our growing Money Management Department. In this position you will assist clients who need support with funds management by assisting them in establishing a budget, paying bills on a timely basis, and distributing client money to meet their needs.
This position requires:
• Good customer service skills.
• Friendly and compassionate.
• Proficient Computer skills, experience with Excel and QuickBooks is a plus.
• Ability to reconcile checking accounts and provide accurate documentation.
Starting pay is $16 to $18 per hour, depending on experience. We also provide an excellent benefits package for full time positions including medical, dental, vision, life insurance, 401k (with 100% match of first 6% of your salary) and generous paid time off.
To apply, please complete an application for employment on our website, www.BlickCenter.org
Or send a resume and letter of interest to:
The Blick Center
Attention: Judy Colvin, HR Director
640 West Market Street
Akron, OH 44303 Show more details...
via LinkedIn
schedule_type: Full-timesalary: 80K–90K a year
POSITION: Marketing Manager, Programming & Events
LOCATION: Money Management Institute (MMI) Offices in New York City (midtown...
INDUSTRY: Financial Services, Investment Management
TYPE: Full-time associate position with full benefits
POSITION SUMMARY:
The Marketing Manager position is a unique opportunity to put your marketing, communications, and project management skills to work in a dynamic environment. The position reports directly to the
POSITION: Marketing Manager, Programming & Events
LOCATION: Money Management Institute (MMI) Offices in New York City (midtown...
INDUSTRY: Financial Services, Investment Management
TYPE: Full-time associate position with full benefits
POSITION SUMMARY:
The Marketing Manager position is a unique opportunity to put your marketing, communications, and project management skills to work in a dynamic environment. The position reports directly to the Chief Marketing Officer and will lead the development of messaging, positioning, and awareness campaigns to drive attendance at conferences and events; demand for MMI’s reports, publications, and sponsored content.
The Marketing Manager will interact with MMI’s senior management team, member firms, and outside agencies and work closely with the programming team. The ideal candidate can think strategically, communicate creative vision, articulate the user benefits of various programs and initiatives, and work effectively in a fast-paced, deadline-driven environment.
The marketing manager is responsible for developing and executing the overall marketing strategy for a new sponsored content offering. This includes developing messaging and creative assets that will resonate with the target audience.
RESPONSIBILITIES:
• Develop marketing strategy, positioning, and messaging that differentiates MMI’s events and programs through a mix of promotions, web content, email marketing, social media, and video content
• Oversee email marketing programs, including creation, segmentation, deployment, testing, analysis, and reporting
• Work in tandem with stakeholders to finetune messaging and collaborate across the organization to implement marketing plans
• Plan rollout for the new sponsored content initiative, and create awareness through the development of high-quality content (including a sales pitch book), email marketing, social media, and promotions. Monitor performance, reach, and conversion rates to determine its effectiveness.
• Generate and analyze data reports to drive continuous improvement of content marketing, define opportunities, improve efficiencies, and optimize audience engagement
QUALIFICATIONS:
• Expected to be in the mid-town Manhattan office 2-3 times a week
• Minimum 5-7 year’s marketing/digital communication experience
• Outstanding writing skills for web, email, and LinkedIn
• Proven history of innovative marketing programs, email segmentation, and increasing LinkedIn engagement
• Excellent organizational and project management skills
• Strong attention to detail with the ability to multi-task in a deadline-driven environment
• High degree of personal initiative and accountability
• Ability to work through challenges, find inspiration and work collaboratively across departments and at all levels of the organization
PREFERRED EDUCATION & EXPERIENCE:
• Bachelor’s degree, preferably in Marketing. A master’s degree is a plus but not required.
• Skilled in Microsoft Word, PowerPoint, Adobe Acrobat, Illustrator, and Photoshop
• Highly proficient using LinkedIn including managing LinkedIn groups, paid campaigns, and events
• Experience using Association Management Systems (AMS), Learning Management Systems (LMS), Content Management Systems (CMS)
• Working knowledge of HTML, Drupal 9, Google Analytics, email/marketing automation, and SEO
• Knowledge of the financial services industry is beneficial but not mandatory
COMPENSATION & BENEFITS PACKAGE:
• Compensation package consists of a base salary plus bonus award
• Compensation will be commensurate with experience, skill set, and capabilities
• Full benefits package
• Paid vacation & holidays
COMPANY OVERVIEW: Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth managers, asset managers, and solutions provider firms of all sizes and professionals representing all functional areas.
CONTACTS: For further inquiries on this position and to submit a resume, please contact kcaporale@mminst.org
It is the policy of the Money Management Institute to provide for and promote equal employment opportunity in employment compensation and other terms and conditions of employment without discrimination based on age, race, creed, color, national origin, gender, sexual orientation, disability, marital status, Veteran status, genetic predisposition, or carrier status Show more details...
LOCATION: Money Management Institute (MMI) Offices in New York City (midtown...
INDUSTRY: Financial Services, Investment Management
TYPE: Full-time associate position with full benefits
POSITION SUMMARY:
The Marketing Manager position is a unique opportunity to put your marketing, communications, and project management skills to work in a dynamic environment. The position reports directly to the Chief Marketing Officer and will lead the development of messaging, positioning, and awareness campaigns to drive attendance at conferences and events; demand for MMI’s reports, publications, and sponsored content.
The Marketing Manager will interact with MMI’s senior management team, member firms, and outside agencies and work closely with the programming team. The ideal candidate can think strategically, communicate creative vision, articulate the user benefits of various programs and initiatives, and work effectively in a fast-paced, deadline-driven environment.
The marketing manager is responsible for developing and executing the overall marketing strategy for a new sponsored content offering. This includes developing messaging and creative assets that will resonate with the target audience.
RESPONSIBILITIES:
• Develop marketing strategy, positioning, and messaging that differentiates MMI’s events and programs through a mix of promotions, web content, email marketing, social media, and video content
• Oversee email marketing programs, including creation, segmentation, deployment, testing, analysis, and reporting
• Work in tandem with stakeholders to finetune messaging and collaborate across the organization to implement marketing plans
• Plan rollout for the new sponsored content initiative, and create awareness through the development of high-quality content (including a sales pitch book), email marketing, social media, and promotions. Monitor performance, reach, and conversion rates to determine its effectiveness.
• Generate and analyze data reports to drive continuous improvement of content marketing, define opportunities, improve efficiencies, and optimize audience engagement
QUALIFICATIONS:
• Expected to be in the mid-town Manhattan office 2-3 times a week
• Minimum 5-7 year’s marketing/digital communication experience
• Outstanding writing skills for web, email, and LinkedIn
• Proven history of innovative marketing programs, email segmentation, and increasing LinkedIn engagement
• Excellent organizational and project management skills
• Strong attention to detail with the ability to multi-task in a deadline-driven environment
• High degree of personal initiative and accountability
• Ability to work through challenges, find inspiration and work collaboratively across departments and at all levels of the organization
PREFERRED EDUCATION & EXPERIENCE:
• Bachelor’s degree, preferably in Marketing. A master’s degree is a plus but not required.
• Skilled in Microsoft Word, PowerPoint, Adobe Acrobat, Illustrator, and Photoshop
• Highly proficient using LinkedIn including managing LinkedIn groups, paid campaigns, and events
• Experience using Association Management Systems (AMS), Learning Management Systems (LMS), Content Management Systems (CMS)
• Working knowledge of HTML, Drupal 9, Google Analytics, email/marketing automation, and SEO
• Knowledge of the financial services industry is beneficial but not mandatory
COMPENSATION & BENEFITS PACKAGE:
• Compensation package consists of a base salary plus bonus award
• Compensation will be commensurate with experience, skill set, and capabilities
• Full benefits package
• Paid vacation & holidays
COMPANY OVERVIEW: Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth managers, asset managers, and solutions provider firms of all sizes and professionals representing all functional areas.
CONTACTS: For further inquiries on this position and to submit a resume, please contact kcaporale@mminst.org
It is the policy of the Money Management Institute to provide for and promote equal employment opportunity in employment compensation and other terms and conditions of employment without discrimination based on age, race, creed, color, national origin, gender, sexual orientation, disability, marital status, Veteran status, genetic predisposition, or carrier status Show more details...
via Upwork
posted_at: 28 days agoschedule_type: Contractorwork_from_home: 1
We are looking for a skilled designer who can create a money management app design for tablets. The app design should be easy to use and visually appealing, and responsive with a clean and modern design. The ideal candidate will have experience with Figma and web design, as well as a solid understanding of user experience and interface design.
Further, kindly note that we do have the app... functionality drawn on paper and we want you to design it
We are looking for a skilled designer who can create a money management app design for tablets. The app design should be easy to use and visually appealing, and responsive with a clean and modern design. The ideal candidate will have experience with Figma and web design, as well as a solid understanding of user experience and interface design.
Further, kindly note that we do have the app... functionality drawn on paper and we want you to design it using Figma for tablets Show more details...
Further, kindly note that we do have the app... functionality drawn on paper and we want you to design it using Figma for tablets Show more details...
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