Registered Client Service Associate

HR Regional Partner

Relationship Manager / AVP / VP – Privilege Banking (Sales)

HR Business Partner IV

Senior Manager, Tax

Responsibilities: <ul><li>Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.</li><li>Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.</li><li>Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.</li><li>Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.</li><li>Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. </li></ul> Requirements: <ul><li>Bachelors degree or equivalent.</li><li>3 - 5 years relevant experience required.</li><li>Series 7 or ability to obtain within 150 days.</li><li>State securities agent registration (S63 or S66) or ability to obtain within 150 days.</li><li>Experience working in a client service environment.</li><li>Detail-oriented, strong math, and analytical skills. Good organization and time management skills.</li><li>Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.</li><li>Able to communicate with all levels within the organization. Process oriented and can work with a team.</li><li>Strong computer and software skills. Preferred Qualifications:</li><li>State IAR registration (S65 or S66) or ability to obtain within 150 days.</li><li>Life, Accident, and Health licenses &amp; Variable Contracts or ability to obtain within 150 days.</li></ul>

Role Description: <ul><li>Our CLient HR Regional Partners function in a variety of Human Resources activities including employment and employee relations, recruiting, termination and data analysis/metrics.</li><li>They implement Human Resources policies at the country, regional or global level partnering with management to drive company-wide programs and initiatives.</li><li>We are seeking a talented, innovative, customer focused HR Leader for our Fuquay Varina, NC location, supporting our Energy Business Unit.</li><li>The ideal candidate will have a passion for providing first class HR support to our talented and highly engaged employees.</li><li>As part of North America HR Regional team, you will be joining a group of professionals who are passionate about ensuring the future growth of the business while maintaining integrity, taking accountability, working together and continually improving to ensure constant innovation and openness to change.</li><li>You are the trusted advisor for your management team.</li><li>Reporting to the HR Regional Manager, this position will closely partner with HR Business leaders to guarantee alignment in approaching business needs.</li><li>The role requires one to effectively work with other HR functions to direct and ensure the successful delivery of HR services required to drive business imperatives within an assigned geographical region and proactively seeks to identify and resolve issues driving HR operational excellence through our client Continuous Improvement Program.</li></ul> Responsibilities: <ul><li>Proactively drive effective HR Regional for client groups comprised Engineers, Product Managers and Manufacturing professionals.</li><li>Support building leader capability, improving workforce capability and positive employee relations practices.</li><li>Provide coaching and consulting to the managers and employees in the areas of performance management, compensation, employee retention, talent planning, leader and employee development, positive employee relations practices, and conflict resolution.</li><li>Understand business cycles and talent needs of the organization to develop human capital strategies to build the capability of the workforce to meet business goals.</li><li>Support recruiting and staffing initiatives, counsel managers in final selections and compensation; Consult with leaders for talent planning and career development.</li><li>Facilitate HR and Organizational Development training resources to local Managers to assist them in developing their people management skills.</li><li>Work with the HR Innovation Centers on compensation and benefits management, payroll and salary administration.</li></ul> Requirements: <ul><li>Bachelor’s degree or above or equivalent experience; HR related major preferred</li><li>3+ years experience within Human Resource; Ideal candidate will have previous experience within a Generalist capacity, offering a broad range of expertise within HR spanning Employee Relations, Talent Acquisition, Coaching and Development.</li><li>Experience partnering with business leaders in a matrixed environment requiring influencing skills.</li><li>Must have an effective balance between strategic and tactical implementation skills.</li><li>Ability to provide innovative solutions and adapt in a rapidly changing environment.</li><li>Ability to act as a credible coach and facilitator and a credible role model for effective leadership and performance.</li><li>Build trust and credibility among his/her team and at all levels within the organization.</li><li>Must have a high level of interpersonal skills, strong organizational and analytical skills; Process orientated and sense of urgency.</li><li>Travel within region as business needs dictate (up to 10%)</li><li>Human Resource experience within a manufacturing environment is preferred</li></ul>

Responsibilities: <ul><li>You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.</li><li>To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments.</li><li>To provide customers with timely information, advice and recommendations to fit their requirements.</li><li>Building and maintaining long-term relationships with your clients is a key factor for success in this role.</li><li>Ensure proper advisory procedures and documentation while adhering to the Banks internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)</li></ul> Requirements: <ul><li>A recognized university degree.</li><li>At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial &amp; investment product sales for Junior Client Advisor role.</li><li>Strong advisory skill and possess with good product knowledge of wealth management &amp; investment products.</li><li>Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred.</li><li>Self-motivated, with strong sales drive &amp; energy.</li></ul>

Repsonibilites: <ul><li>Plant serves as a strategic business partner and trusted thought partner to Plant Leaders and in country senior Management.</li><li>This position is located on-site, but a hybrid work schedule will also be considered</li><li>Serve as the HR site leader for the Tullahoma facility, acting as a trusted advisor to site leadership and aligning HR support with key business initiatives.</li><li>Partner with the broader HR network to deliver strategic talent solutions, organizational design, and effectiveness initiatives, fostering a One HR mindset.</li><li>Provide guidance on leadership development, succession planning, and talent pipeline strategies to support long term organizational growth.</li><li>Champion diversity, engagement, and inclusion efforts, with a global mindset and focus on creating equitable access to development and information.</li><li>Coach and support managers on performance, team effectiveness, and employee development to enhance leadership capability and culture.</li><li>Lead and resolve complex employee relations matters, ensuring legal compliance and a respectful, inclusive workplace.</li><li>Design and implement talent development initiatives including stretch assignments, mentoring, and targeted training programs.</li><li>Lead HR project management efforts related to workforce transitions, organizational change, and process improvement initiatives.</li><li>Collaborate with cross-functional partners to deliver high-impact HR initiatives, ensuring clear communication, risk management, and timely execution.</li><li>Preferred: Experience supporting M&amp;A activities, including HR due diligence, integration planning, and workforce impact assessments.</li><li>Develop and manage detailed project plans for HR initiatives, including milestones, communications, and risk mitigation strategies</li></ul> Requirements: <ul><li>Bachelor’s or Master`s degree in business, Human Resource Management, Psychology, or any related field</li><li>10+ years of progressive, international, HR related experience; breadth of HR knowledge and skills in a variety of fields in international context, including Business Partner;</li><li>Experience in a manufacturing and or operations environment is strongly preferred.</li><li>Executive level and leadership experience; Experience influencing without authority Ability to influence, lead and drive execution into the functions/region through close partnership and collaboration with the broader HR function Proved track record in Organization Design, Change Leadership, Talent Management, and Organizational Development Ability to multi-task and work efficiently in a fast-paced, international matrix organization Strong project management and organizational skills.</li><li>Fluent English language skills Has advanced knowledge of regional labor laws and obligations and uses this knowledge to advise management, especially in conflict situations Excellent interpersonal, negotiation, and communication.</li><li>Ability to travel up to 10%</li></ul>

Overview: <ul><li>The ICT business unit HRBP – Plant serves as a strategic business partner and trusted thought partner to Plant Leaders and in country senior Management.</li><li>This position is located on-site, but a hybrid work schedule will also be considered Serve as the HR site leader for the Tullahoma facility, acting as a trusted advisor to site leadership and aligning HR support with key business initiatives.</li></ul> Responsibilities: <ul><li>Partner with the broader HR network to deliver strategic talent solutions, organizational design, and effectiveness initiatives, fostering a One HR mindset.</li><li>Provide guidance on leadership development, succession planning, and talent pipeline strategies to support long term organizational growth.</li><li>Champion diversity, engagement, and inclusion efforts, with a global mindset and focus on creating equitable access to development and information.</li><li>Coach and support managers on performance, team effectiveness, and employee development to enhance leadership capability and culture.</li><li>Lead and resolve complex employee relations matters, ensuring legal compliance and a respectful, inclusive workplace.</li><li>Design and implement talent development initiatives including stretch assignments, mentoring, and targeted training programs.</li><li>Lead HR project management efforts related to workforce transitions, organizational change, and process improvement initiatives.</li><li>Collaborate with cross-functional partners to deliver high-impact HR initiatives, ensuring clear communication, risk management, and timely execution.</li><li>Develop and manage detailed project plans for HR initiatives, including milestones, communications, and risk mitigation strategies.</li></ul> Requirements: <ul><li>Bachelor’s or Master`s degree in business, Human Resource Management, Psychology, or any related field 10+ years of progressive, international, HR related experience; breadth of HR knowledge and skills in a variety of fields in international context, including Business Partner; Experience in a manufacturing and or operations environment is strongly preferred.</li><li>Executive level and leadership experience; Experience influencing without authority.</li><li>Ability to influence, lead and drive execution into the functions/region through close partnership and collaboration with the broader HR function Proved track record in Organization Design, Change Leadership, Talent Management, and Organizational Development Ability to multi-task and work efficiently in a fast-paced, international matrix organization.</li><li>Preferred: Experience supporting M&amp;A activities, including HR due diligence, integration planning, and workforce impact assessments.</li><li>Strong project management and organizational skills Fluent English language skills Has advanced knowledge of regional labor laws and obligations and uses this knowledge to advise management, especially in conflict situations Excellent interpersonal, negotiation, and communication Ability to travel up to 10%</li></ul>

Responsibilities: <ul><li>The overall responsibility for taxes of each individual investment generally stays with the Management and its local tax advisors.</li><li>Thus, you will act as an in-house advisor helping the various investment to manage their tax affairs.</li><li>In the beginning you can focus on a few major investments and develop and extend the scope over time</li><li>Responsibilities span the whole lifetime of the investment.</li><li>It starts with the acquisition and ends with the exit readiness of the investment. Thus, you can especially</li><li>Help to set up the tax function of new investments or improve the tax function of existing investments;&nbsp;</li><li>Implement your ideas to improve compliance or tax efficiency during the entire holding period;&nbsp;</li><li>Prepare the exit from a tax perspective.</li></ul> Specific tasks will include:&nbsp; <ul><li>Engage with the our client Deal Tax Team during the acquisition process to align on deal structure, tax risks, SPA, and other pre-closing topics&nbsp;</li><li>Align with the Portfolio Company management team on relevant Company and our client group related tax topics after completion</li><li>Support the Portfolio Company management team on engaging a local tax advisor or onboard an own tax function if necessary</li><li>Ensure that tax obligations are clearly defined, and responsibilities are allocated accordingly at the Portfolio Company</li><li>Guide the Portfolio Companies on how to ensure compliance with tax obligations (Tax returns and filings, transfer pricing, sales tax, WHT exemption certificates, CbC reporting) and address any non-compliance issues and advise portfolio management accordingly on remediation measures&nbsp;</li><li>Supporting the operational implementation of Pillar II across our client Portfolio Companies together with the our client tax team</li><li>Help on the optimisation of Portfolio Company tax processes and procedures</li><li>Evaluate the current Portfolio Company tax structure and recommend any changes or planning ideas that will optimize the structure</li><li>Assist in international tax planning initiatives across Portfolio Companies&nbsp;</li><li>Perform tax-risk assessment 12-months prior to anticipated exit&nbsp;</li><li>On occasion, assist with our client Group compliance Tax in the US</li><li>On occasion, assist with M&amp;A tax and deal structuring in regard to the US</li><li>Act as contact person for Portfolio Company management if they need further support or advice on tax related topics&nbsp;</li></ul>&nbsp;Requirements: <ul><li>A minimum of a bachelor’s degree, preferably with a major in Accounting/Finance, or any related business is required</li><li>Advanced degree or professional certifications such as MBA, Master’s in Taxation, or CPA preferred</li><li>At least 8 years relevant tax experience; ideally within the tax department of an international enterprise or in a Tax Consulting firm</li><li>Experience of a broad range of US international tax rules and provisions, including Subpart F, GILTI, FTC, PFICs, WHT, FDII, LoB, FIRPTA, PTI and BEAT</li><li>In-depth knowledge of international corporate tax law and good knowledge in at least one other tax areas (transfer pricing, sales tax CbCR, Pillar 2,….)</li><li>Analytical / strategical thinking, result-oriented personality, highly developed sense of responsibility and strong teamwork</li><li>Practical, hands-on mentality</li><li>Fluent in English, further language skills welcome.</li></ul>

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6 drilling workover advisor Jobs found

Registered Client Service Associate

HR Regional Partner

Relationship Manager / AVP / VP – Privilege Banking (Sales)

HR Business Partner IV

HR Business Partner IV

Senior Manager, Tax

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6 drilling workover advisor Jobs found

Registered Client Service Associate

HR Regional Partner

Relationship Manager / AVP / VP – Privilege Banking (Sales)

HR Business Partner IV

HR Business Partner IV

Senior Manager, Tax

WhiteCrow WhiteCrow is on a mission to connect companies with the best talent across the globe.

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Contact Us

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WhiteCrow is on a mission to connect companies with the best talent across the globe.