Associate Director RA & QA

S & OE Manager

Customer Service Specialist

Cost Accountant

VP,  Senior Audit Manager

AVP, IAM Program Manager

Manager, Data Science - Agentic AI

Sales Manager - Emergency Lighting and Fire Alarm & Detection Systems

SAP Basis Engineer

Registered Client Service Associate

Role Description: <ul><li>The Associate Director – Regulatory Affairs (CA) will lead the development and execution of regulatory strategies to support the timely approval, lifecycle management, and commercialization of generic pharmaceutical products in Canada. </li><li>The role will focus heavily on Abbreviated New Drug Submissions (ANDS) and Supplemental ANDS filings, while acting as the primary interface with Health Canada for regulatory discussions, clarifications, and negotiations.</li><li>This position plays a critical strategic role in new product development, portfolio expansion, and in-licensing evaluation, ensuring all regulatory activities align with Health Canada requirements, corporate objectives, and market access timelines.</li><li>The Director will also support portfolio maximization (PMX) initiatives, identify regulatory opportunities, and oversee a small regulatory team.</li></ul> Responsibilities: Regulatory Strategy &amp; Leadership <ul><li>Develop and implement regulatory strategies for ANDS submissions to Health Canada that maximize probability of approval and accelerate time to market.</li><li>Provide strategic regulatory guidance during product selection and development phases, including formulation, bioequivalence, and labeling strategy.</li><li>Ensure regulatory considerations are integrated into R&amp;D, clinical, CMC, and commercial planning.</li><li>Advise senior leadership on Canadian regulatory landscape, evolving guidelines, and approval pathways.</li><li>Lead regulatory planning for first-to-file, complex generics, and niche opportunities where applicable.</li></ul> Health Canada Engagement &amp; Regulatory Submissions <ul><li>Serve as the primary liaison with Health Canada, maintaining professional and proactive relationships with regulatory authorities.</li><li>Lead preparation and submission of: o Abbreviated New Drug Submissions (ANDS)</li><li>Supplemental ANDS (SANDS)</li><li>Notifiable Changes</li><li>Post-approval regulatory filings</li><li>Manage Health Canada deficiency responses, clarification requests, and review cycles.</li><li>Coordinate cross-functional teams to ensure high-quality regulatory dossiers</li><li>Represent the company in Health Canada meetings, scientific advice discussions, and regulatory negotiations.</li><li>Track and interpret Health Canada guidance updates, policy changes, and regulatory precedents affecting generic drug approvals.</li></ul> In-Licensing &amp; Regulatory Due Diligence <ul><li>Conduct regulatory due diligence for potential in-licensing and partnership opportunities.</li><li>Evaluation of regulatory pathways and submission feasibility</li><li>Data package completeness</li><li>Bioequivalence strategy</li><li>Intellectual property and exclusivity considerations</li><li>Estimated approval timelines and risks</li><li>Provide regulatory risk assessments and strategic recommendations to senior management during deal evaluation.</li><li>Support technology transfer and regulatory integration of licensed products into the company’s Canadian portfolio.</li></ul> Portfolio Management &amp; Lifecycle Optimization <ul><li>Support portfolio maximization (PMX) initiatives, including o Label expansions</li><li>New strengths and dosage forms</li><li>Site transfers</li><li>Manufacturing changes</li><li>Competitive lifecycle strategies</li><li>Identify regulatory opportunities to extend product lifecycle or improve market competitiveness.</li><li>Partner with commercial, market access, and supply chain teams to align regulatory activities with business objectives.</li></ul> Cross-Functional Collaboration <ul><li>Work closely with internal teams including o R&amp;D / Formulation Development</li><li>Clinical &amp; Bioequivalence</li><li>Quality Assurance / Quality Control</li><li>CMC / Manufacturing</li><li>Intellectual Property</li><li>Business Development</li><li>Provide regulatory input during product development milestones and technical reviews.</li><li>Ensure regulatory compliance with Health Canada, ICH, and global regulatory standards.</li></ul> Team Leadership &amp; Development <ul><li>Lead, mentor, and develop 1–3 regulatory associates/managers.</li><li>Oversee work allocation, submission timelines, and performance development.</li><li>Build a high-performance regulatory function capable of managing increasing submission volume.</li><li>Promote a culture of accountability, quality, and regulatory excellence.</li></ul> Requirements: Education &amp; Experience <ul><li>Advanced degrees in Pharmacy, Life Sciences, Pharmacology, Regulatory Affairs, or related discipline.</li><li>Regulatory certification (e.g., RAC) is considered an asset.</li><li>15–20 years of regulatory affairs experience within the pharmaceutical industry.</li><li>Extensive experience with Canadian regulatory submissions, particularly:</li><li>ANDS</li><li>SANDS</li><li>eCTD filings</li><li>Demonstrated experience interacting directly with Health Canada.</li><li>Strong understanding of Generic drug approval pathways</li><li>Bioequivalence requirements</li><li>CMC regulatory expectations</li><li>Experience supporting business development or in-licensing regulatory evaluations.</li><li>Previous team leadership or mentoring experience preferred.</li></ul> Core Competencies <ul><li>Strategic Thinking Ability to translate regulatory requirements into business-focused strategies that accelerate approvals and strengthen the company’s competitive position.</li><li>Regulatory Expertise Deep knowledge of Health Canada regulatory frameworks, ANDS requirements, and generic drug approval processes.</li><li>Stakeholder Influence Proven ability to engage effectively with regulatory authorities, internal leadership, and external partners</li><li>Physical Requirements</li></ul> Physical &amp; mental requirements: <ul><li>Business travel (15% of time), driving as part of work responsibilities.</li></ul>

Responsibilities: Factory S&amp;OE Execution Ownership: <ul><li>Own S&amp;OE execution across 4 manufacturing sites, ensuring alignment between demand, supply, and production plans</li><li>Drive short-term execution decisions to protect customer service and delivery performance</li><li>Lead plant-level weekly S&amp;OE cadences focused on exception management and recovery actions</li><li>Ensure adherence to global S&amp;OE standards, governance, and processes&nbsp;</li></ul> Operational Excellence &amp; KPI Delivery: <ul><li>Deliver against key metrics: On-Time -Delivery, Past Due, Lead Time Accuracy, Response Time, and Inventory Health</li><li>Drive root cause analysis and corrective actions for service gaps and supply constraints</li><li>Implement continuous improvement initiatives to enhance reliability, responsiveness, and efficiency</li><li>Standardize ways of working across factories to improve consistency and execution rigor</li></ul> Customer &amp; Commercial Alignment: <ul><li>Partner closely with Customer Care and Sales teams to ensure clear prioritization and fast response to demand changes</li><li>Support escalation management with structured, data-driven solutions</li><li>Translate commercial priorities into executable supply actions at plant level</li></ul> Managing Complexity, NPI &amp; Migrations: <ul><li>Ensure operational readiness for new product introductions and product migrations</li><li>Coordinate with planning, manufacturing, and supply teams to mitigate risks during transitions</li><li>Manage demand volatility and supply constraints with agility and structured decision-making</li></ul> Financial &amp; Service Performance: <ul><li>Balance service, cost-to-serve, and inventory objectives in daily execution decisions</li><li>Support achievement of working capital and cost targets through disciplined planning and execution</li><li>Use data and analytics to optimize trade-offs between service and cost</li></ul> People Leadership &amp; Capability Building: <ul><li>Lead and develop a team of ~10 S&amp;OE planners/analysts</li><li>Coach team on problem-solving, prioritization, and decision-making</li><li>Establish clear roles, accountability, and performance expectations</li><li>Build a high-performance, accountable, and collaborative team culture</li></ul> S&amp;OE Process Adoption &amp; Maturity: <ul><li>Drive adoption of global S&amp;OE processes, tools, and KPIs</li><li>Ensure high-quality data, system discipline, and process compliance (SAP, S4 Hana, IBP Response)</li><li>Support S&amp;OE maturity roadmap deployment at factory level</li></ul> Requirements: <ul><li>Bachelor’s degree in business administration, Supply Chain Management, Logistics, Industrial Engineering or a related field.&nbsp;</li><li>An MBA or master’s degree is preferred.</li><li>10+ years of experience in supply chain planning, or operations in a multinational environment.&nbsp;</li><li>Exposure to high-growth environments, NPI, and product migrations preferred.</li><li>Minimum of 4 years of experience in people management, leading diverse teams in a global environment.</li><li>Proven experience in Sales and Operations Execution (S&amp;OE) or related roles.&nbsp;</li><li>Experience in managing operational processes related to demand planning, supply chain management, and inventory optimization.</li><li>Excellent communication and interpersonal skills to engage effectively with cross-functional teams and stakeholders.</li><li>Strong analytical skills with the ability to interpret complex data and drive actionable insights.</li><li>Highly Competent with supply chain management software (SAP Must, IBP Response is a plus) and analytics tools.</li><li>Demonstrated leadership skills with the ability to lead and inspire diverse teams across different locations.</li><li>Understand business drivers and able to balance between short- and long-term objectives.</li></ul>

Responsibilities: Customers Management: <ul><li>Handle incoming calls and emails from assigned accounts (customers) for various sales inquiries, including information on orders, lead times, incoterms, and stock availability.</li><li>Proactively communicate with customers to ensure understanding and resolution of all order-related issues.</li></ul> Analyse Demand Forecast/ Revenue &amp; Inventory Control: <ul><li>Analyze demand forecasts for assigned accounts (customers) and review/control inventory in accordance with business unit targets.</li><li>Conduct demand planning and upload forecasts to the system, managing replenishment orders and billing for consignment customer consumption.</li><li>Generate forecast and LE reports promptly and accurately for Monthly Sales Revenue.</li><li>Review customers actual demand and forecasts to meet their requirements and conduct comprehensive analysis to avoid excess inventory or non-moving stock.</li></ul> Customer Documentation &amp; File Management: <ul><li>File all relevant sales transactions, including purchase orders, order proof lists, order acknowledgments, shipping documents, shipment reports, customer&nbsp;</li></ul> Shipment Management: <ul><li>Prepare and process shipments according to customer requests.</li><li>Collaborate with Planning/Logistics to ensure on-time delivery based on customers request dates and confirm dates for STR performance.</li><li>Oversee drop-shipment orders and ensure continuous follow-up on shipment status, particularly for critical issues.</li><li>Submit credit releases to finance for held accounts.</li><li>Coordinate with Account Managers and customers to release shipments that are on hold.</li></ul> Payment Management: <ul><li>Follow up on open disputes/invoice discrepancies with Customer, Finance &amp; Sales to ensure the best possible A/R results. If necessary, issue credit/debit notes to resolve discrepancies.</li></ul> Requirements: <ul><li>Bachelor degree in related field.</li><li>5-10 years minimum in customer service/procurement or production planning, proficient in both written and spoken English, PC literate with Microsoft Window software.</li><li>Self-initiative, perseverance, people oriented and able to travel locally and aboard for short assignment</li></ul>

Responsibilities: Product Costing <ul><li>Calculate and maintain standard costs for products.</li><li>Determine labor rates and overhead absorption rates.</li><li>Maintain costing sheets and databases, including new product costing and pricing support.</li><li>Perform quarterly standard cost updates (cost roll).</li></ul> Cost Analysis <ul><li>Analyze and explain variances including:</li><li>Purchase price.</li><li>Material usage.</li><li>Labor and machine rates.</li><li>Efficiency and overhead.</li><li>Compare actual costs to standard costs and investigate deviations.</li><li>Identify root causes of cost fluctuations.</li><li>Analyze cost trends and evaluate cost behavior (fixed vs. variable).</li></ul> Month-End Activities <ul><li>Support month-end close with cost accounting entries.</li><li>Prepare journal entries with appropriate documentation.</li><li>Ensure accurate Cost of Goods Sold (COGS) reporting in P&amp;L.</li><li>Reconcile general ledger accounts with subledgers.</li></ul> Budgeting &amp; Forecasting Support <ul><li>Support preparation of cost budgets for operations/production.</li><li>Provide historical cost data for planning and analysis.</li><li>Calculate standard costs for budget models.</li><li>Monitor actual performance vs. budget.</li><li>Support forecasting through cost projections.</li></ul> Cost Optimization &amp; Business Partnering <ul><li>Identify cost reduction opportunities through data analysis.</li><li>Track and validate savings from cost improvement initiatives.</li><li>Partner with procurement on material cost updates.</li><li>Work closely with production on labor and overhead rates.</li><li>Provide cost insights to support operational decision-making.</li></ul> Requirements: <ul><li>Education &amp; Experience.</li><li>Bachelor’s degree in Finance, Accounting, Economics, or related field.</li><li>Professional accounting qualification is a plus.</li><li>Minimum 3+ years of experience in cost accounting (manufacturing environment preferred).</li><li>Experience in product costing and standard costing methodologies.</li><li>Exposure to SAP or similar ERP systems.</li></ul> Technical Skills <ul><li>Strong understanding of cost accounting principles and practices.</li><li>Advanced proficiency in Microsoft Excel.</li><li>Knowledge of Power BI and/or VBA is an advantage.</li><li>Familiarity with integrated systems and costing modules.</li></ul> Functional &amp; Industry Experience <ul><li>Experience working in a manufacturing or production environment.</li><li>Understanding of production processes, cost drivers, and operational workflows.</li><li>Hands-on exposure to plant-level costing and operational finance.</li></ul> Core Competencies <ul><li>Strong analytical and problem-solving skills.</li><li>High attention to detail and accuracy.</li><li>Structured and organized approach with the ability to manage multiple priorities.</li><li>Ability to work cross-functionally and collaborate with operations and supply chain teams.</li><li>Strong communication skills in English (written and verbal).</li></ul>

Responsibilities: <ul><li>Engage with India Leadership to understand emerging risk while providing risk themes and trends that can inform and help improve governance and control awareness.</li><li>Provide IA leadership to the Internal Audit team based in India by motivating and developing individuals to elevate quality and expand capabilities.</li><li>Assist with continuous monitoring activities related to Technology.</li><li>Supervise, manage, and motivate Audit Managers on scheduled audits.</li><li>Oversee audit planning and execution of audits including audit scoping, setting audit objectives, defining audit test steps, performing audit fieldwork and drafting audit reports.</li><li>Review and provide feedback to Audit Managers on the documentation of detailed process walkthroughs performed with management, including the identification of process risks and controls.</li><li>Review and provide feedback on detailed audit work papers performed during fieldwork, including control design and effectiveness testing.</li><li>Ensure Audit Managers have developed and documented clear audit work papers that succinctly articulate the process, risks, controls, test work performed, and conclusions reached.</li><li>Ensure effective and efficient execution of audits in conformance with professional and department quality standards.</li><li>Identify and articulate control gaps or control deficiencies.</li><li>Ensure timeliness of audit work and ensure audit is performed within budget.</li><li>Present audit results to various levels of internal audit leadership, as well as the business organization.</li><li>Contribute to risk assessment process and ongoing business/industry monitoring.</li><li>Maintain internal audit competency through ongoing professional development.</li><li>Oversee career and professional development of direct reports.</li><li>Perform other duties and/or special projects as assigned.</li></ul> Requirements: <ul><li>Bachelors or advanced degree in technology, business, or finance, with a minimum of 10+ years of relevant experience working within audit or a risk management function or minimum 12+ years relevant experience in lieu of a degree</li><li>Bachelor’s degree in Accounting, Auditing, or a technology-related degree with 9+ years of audit experience</li><li>5+ years in technology audit, controls, operations, and/or compliance</li><li>2+ years recent experience managing, supervising, and mentoring individuals</li><li>2+ years recent experience in leading projects and motivating teams</li><li>CISA/CISM/CPA/CIA/CRISC/CISSP certifications</li><li>Ability and flexibility to travel for business as required</li></ul>

Responsibilities: <ul><li>Support critical IAM programs; coordinate cross-functionally with IAM teams, Information Security teams and business IT stakeholders to manage the successful delivery of IAM projects</li><li>Deliver on suitable short-term and long-term strategic objectives</li><li>Drive and deliver program issues/risks and resolution, decision logs, communication plans and other program documentation to ensure project goals are achieved and audit traceability is in place</li><li>Engage regularly with key stakeholders on issues/risk and decisions and gather feedback on implementation of solutions impacting the organization</li><li>Establish and support program metrics and evaluation methods to assess program strengths and identify areas for improvement as well as timely reporting of program status throughout its life cycle</li><li>Prepare and present reports for program sponsors and leadership</li></ul> Requirements: <ul><li>Bachelor’s degree or equivalent experience; technology or equivalent related field preferred, with a minimum of 6 years of experience in Information Technology OR in lieu of the Bachelors degree, a minimum of 8 years of experience in Information Technology</li><li>Minimum of 5 years of experience managing large scale, cross functional project</li><li>Minimum of 5 years of experience in information technology, with a focus on information security in one or more of the following areas: IAM, security operations, security architecture, policy/governance</li><li>Minimum of 4 years of experience supporting auditors, audit inquiries and ad-hoc reporting</li><li>Solid management skills</li><li>Experience with metrics for assessing and reporting program progress, productivity and variance analysis</li><li>Strong problem solving skills</li><li>Strong oral and written communication (presentation) skills</li><li>Program Management Certified (PMP) preferred</li></ul>

Responsibilities: <ul><li>Leading development of advanced AI Agentic tech.</li><li>Working closely with other data scientists and engineers to design, develop, and deploy AI solutions.</li><li>Collaborating with cross-functional teams to ensure AI solutions are aligned with business goals and customer needs.</li><li>Analyzing large datasets to identify patterns and trends that can inform AI development.</li><li>Communicating findings and insights to stakeholders in a clear and concise manner.</li><li>Staying current with the latest AI and machine learning trends and technologies.</li><li>Mentoring junior data scientists and provide guidance on AI and machine learning best practices</li><li>Driving best practices across our data science functions.</li><li>Setting strategy and team direction, with a clear vision for Data Science.</li><li>Working with product leaders to apply data science solutions..</li><li>Evaluating and creating new frameworks and defining methodologies and governance.</li><li>Leading small- to medium-sized teams (direct or indirect).</li><li>Setting a high bar for model development.</li></ul> Requirements: <ul><li>3+ years of people management experience.</li><li>7+ years of AI/ML experience.</li><li>Significant experience in managing larger technical teams (direct or indirect).</li><li>Have experience in mentoring or training others, acting as a subject matter expert to guide colleagues.</li><li>Be a natural problem solver, able to take a lead in collaborating to resolve issues.</li><li>Have excellent communication skills and the ability to convey information clearly to senior stakeholders.</li><li>Deep understanding of machine learning algorithms, including deep learning, gradient boosting, and random forests.</li><li>Experience working directly with large language models and Transformer based architectures including BERT, RoBERTa, T5 etc.</li><li>Working knowledge of applying recent LLMs including ChatGPT, GPT 3.5, OPT, BLOOM, etc.</li><li>Experience with reinforcement learning, prompt engineering, hallucination mitigation.</li><li>Working understanding of the business risks associated with applying LLM in a business.</li><li>Experience working with large datasets and distributed computing systems (e.g., Hadoop, Spark).</li><li>Strong coding skills in Python or another programming language.</li><li>Excellent communicator, with the ability to translate complex technical concepts to non-technical stakeholders.</li></ul>

Role Description: <ul><li>This role is responsible for driving business development within the Life Safety market across France, Morocco, Italy and Austria.</li><li>The Sales Manager will define and execute the sales strategy, identify new business opportunities, and build strong relationships with both new and existing customers. Close collaboration with the local sales organizations, along with direct account management, will be essential to support revenue growth.&nbsp;</li><li>The position covers the following countries: France, Morocco, Italy and Austria.&nbsp;</li><li>This role reports to the Business Development Leader – Life Safety Division, EMEA &amp; APAC.&nbsp;</li></ul> Responsibilities: <ul><li>Own and drive sales growth and full profit plan execution, managing the process end-to-end in collaboration with the Country Sales Organizations (CSOs).&nbsp;</li><li>Define and implement strategic initiatives and business development plans to support growth, staying up to date on industry trends, competitive activity, and market dynamics, while working closely with the country sales organizations.&nbsp;</li><li>Develop and expand existing customer accounts by promoting the full Life Safety portfolio, building strong relationships with key decision-makers, understanding their needs, and delivering tailored solutions. Focus particularly on Tier 1/Tier 2&nbsp;</li><li>large-scale projects including Digital, Connected, and Cybersecurity applications.&nbsp;</li><li>Identify and pursue new business opportunities across the assigned region, leveraging both the Fire Alarm and Emergency Lighting product portfolios.&nbsp;</li><li>Strengthen market presence through active customer engagement, including meetings, events, and partnership development.&nbsp;</li><li>Collaborate closely with product line managers, marketing and operational teams to align on sales targets and support the strategic initiatives.&nbsp;</li><li>Implement and manage pricing strategies in coordination with customers and Country Sales Organizations (CSOs).&nbsp;</li><li>Adopt and apply companys standard processes and tools, such as Salesforce and CRM-based pipeline management.&nbsp;</li><li>Travel within the assigned region, with a minimum quarterly frequency, to support customer engagement and business development activities.&nbsp;</li></ul> Requirements:&nbsp; <ul><li>Engineering Degree or similar;&nbsp;</li><li>10+ years exp in commercial Life Safety market or similar.&nbsp;</li></ul> Skills:&nbsp; <ul><li>Commercial experience managing large customers (specifically Life Safety distributors and systems integrators);&nbsp;</li><li>Good working knowledge of Life Safety technical solutions &amp; standards&nbsp;</li><li>Proven track record of customer engagement / satisfaction;&nbsp;</li><li>Analytical thinking, ethical at all times;&nbsp;</li><li>Interpersonal and influencing / negotiating skills, ability to coordinate&nbsp;</li><li>Excellent verbal and written communication in English and French;&nbsp;</li><li>Work well within a team environment, whilst being able to plan and execute own work initiatives;&nbsp;</li><li>Strong presentation skills.&nbsp;</li></ul> What We Offer:&nbsp; <ul><li>Competitive compensation and benefits package;&nbsp;</li><li>Flexible working solution;&nbsp;</li><li>Challenging projects in dynamic collaborative team in an international environment;&nbsp;</li><li>We care about Inclusion and diversity, and we care about you– in our organization we have several initiatives celebrating diversity and making our daily life more inclusive;&nbsp;</li><li>We make your aspirations matter – our organization encourages internal promotion, whenever possible;&nbsp;</li><li>We make your wellbeing matter – we offer Health Insurance Plan and a&nbsp;</li><li>Company Welfare Plan for all Employees;&nbsp;</li><li>We make your growth matter – we invest in our employee for the long term with annual performance &amp; Development reviews;&nbsp;</li><li>We make your contributions matter - reliability, safety, efficiency, and sustainability are at the core of our dedication to improving people’s lives and the environment through power management technologies.&nbsp;</li></ul>

Responsibilities: <ul><li>Designs, builds, and supports SAP platform solutions by applying sound engineering practices to ensure system stability, performance, and scalability.</li><li>Utilizes enterprise tools and methodologies to automate system deployments, transport, and administrative activities, enabling reliable and repeatable releases.</li><li>Collaborate with cross‑functional partners to translate moderately complex business and technical requirements into effective SAP Basis solutions.</li><li>Performs system validation, technical testing, monitoring, and troubleshooting to maintain the quality and availability of SAP systems.</li><li>Contributes to continuous improvement initiatives by identifying opportunities to enhance SAP Basis processes, automation, and operational efficiency.</li><li>Creates and maintains clear technical documentation for SAP landscapes, configurations, and operational procedures.</li><li>Provides technical support for moderately complex SAP Basis issues, ensuring timely resolution and minimal impact to business operations.</li><li>Drives automation and quality through the use of enterprise testing and deployment tools, including Tosca for test automation and qTest for test management, execution, and traceability.</li><li>Develops, executes, and maintains manual and automated test assets for SAP systems, ensuring end‑to‑end coverage across SIT, UAT, regression, and integration testing cycles.</li><li>Performs system validation, monitoring, defect analysis, and troubleshooting in partnership with development, security, and infrastructure teams to ensure reliability and performance.</li></ul> Requirements: <ul><li>Minimum requirement of 5 years of relevant work experience with SAP Basis.&nbsp;</li><li>Demonstrated expertise in SAP Basis engineering, with strong knowledge of SAP system architecture, technical landscape design, system administration, upgrades, transport, performance monitoring, and operational support across multiple SAP environments.</li><li>Experience managing and supporting SAP technical operations, including system availability, batch processing, interfaces, background jobs, monitoring, troubleshooting, and incident resolution in alignment with enterprise service expectations.</li><li>Proven ability to support SAP Fiori and UI technical components from a Basis perspective, including configuration, activation, performance support, and coordination with security and application teams.</li><li>Experience leveraging scripting and technical tools (such as SQL and automation utilities) to improve operational efficiency, support system analysis, and standardize SAP Basis activities.</li><li>Working knowledge of cloud‑hosted and hybrid SAP landscapes, including experience supporting SAP systems on platforms such as Microsoft Azure, AWS, or Google Cloud, with an understanding of infrastructure, connectivity, and platform operations.</li></ul>

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>

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95 managing budgets Jobs found

Associate Director RA & QA

S & OE Manager

Customer Service Specialist

Cost Accountant

VP, Senior Audit Manager

AVP, IAM Program Manager

Manager, Data Science - Agentic AI

Sales Manager - Emergency Lighting and Fire Alarm & Detection Systems

SAP Basis Engineer

Registered Client Service Associate

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95 managing budgets Jobs found

Associate Director RA & QA

S & OE Manager

Customer Service Specialist

Cost Accountant

VP, Senior Audit Manager

AVP, IAM Program Manager

Manager, Data Science - Agentic AI

Sales Manager - Emergency Lighting and Fire Alarm & Detection Systems

SAP Basis Engineer

Registered Client Service Associate

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

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