7 New Messages
Digest #1751
1
Senior Consultant, Practice Management. Financial Services (RIA) ind by "Keith Bogen SPHR" hrslugger2002
7
National Manager of Financial Advisors (RIA) Coach, Trainer & Presen by "Keith Bogen SPHR" hrslugger2002
Messages
Wed Dec 18, 2013 10:41 am (PST) . Posted by:
"Keith Bogen SPHR" hrslugger2002
Senior Consultant, Practice Management. Manager level. Financial Services (RIA) industry
Full-time position
Jersey City, NJ or Fort Worth, TX or San Diego, CA
*Required: Minimum 7 – 10 years' experience coaching, leading, and/or developing advisors (RIAs)
*50% travel in US mainly in Northwest US and Central US
Our client is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. The company provides an advanced technology platform and services designed to help advisors build their businesses.
Reporting to the Director of Practice Management, the Senior Consultant, Practice Management will drive net new assets (NNA) by delivering Practice Management programs to support the company's efforts to extend the practice management brand, increase knowledge and credibility of the sales force, and coach advisors to achieve tangible results. The Senior Consultant, Practice Management will be responsible for delivering highly integrated end-to-end practice management programs.
Responsibilities:
· Deliver keynote presentations and facilitate workshops at major conferences and prominent regional events to support the rollout of practice management programs
· Must be a knowledgeable expert who has the presence, gravitas, and experience to inspire confidence among large prospects and clients that the company has the expertise to help them run a better business
· Train the sales force on new practice management programs
· Serve as the main point of contact and SME for Sales for all practice management programs, content, and tools
· Partner with sales to offer in-depth consulting support for larger advisors and complex cases
· Develop a consistent coaching engagement framework for Practice Management for use by all PMCs and vet with sales to ensure proper hand-offs/involveme
· Coach high-value advisors to define their goals and challenges and assist them in developing an action plan to achieve meaningful business results
· Contribute to the development of keynotes, workshops, webcasts, and workshop materials to support programs
· Create case studies and success stories to help supplement practice mgmt. content and demonstrate the firm's capabilities.
Requirements:
· Series 7 and/or Series 66 is preferred
· 4-year college degree required; graduate degree preferred
· Minimum 7 – 10 years' experience coaching, leading, and/or developing advisors
· Minimum 10 – 15 years in financial services
· Deep industry experience and practice management knowledge is required.
· Successful track record of providing in-depth coaching engagements that achieve results with references.
· Seasoned speaker at industry events and/or internal advisor meetings
· Excellent communication skills, high EQ, and analytical skills a must
· Coaching accreditation preferred
· Travel approximately 50%.
If qualified, email resume & compensation requirements to: elisa.sheftic@
****
http://www.Linkedin
*Feel free to connect with me on LinkedIn*
Wed Dec 18, 2013 11:05 am (PST) . Posted by:
"Ian Kennedy" ibkennedy47
Dear Friends,
My wife Karen and I wish you all a Merry Christmas, Happy Hanukah and a New Year filled with happiness, love, and good health.
All the very best, Ian
[cid:image001.jpg@01CEFBFA.4776D910]
Ian Kennedy
President
[cid:image002.png@01CEFBFA.4776D910]
ikennedy@schegggroup.com<mailto:ikennedy@schegggroup.com>
www.schegggroup.com<Ian%20Kennedy.htm#_top>
203-538-8802 (w) 203-225-0893 (f)
[cid:image003.jpg@01CEFBFA.4776D910]<http://www.linkedin.com/in/ibkennedy>
We are a proud founding member of the [cid:image004.png@01CEFBFA.4776D910] Global Outplacement Alliance<http://www.globaloutplacementalliance.com/> with more than 200 offices throughout the U.S. and affiliate offices worldwide.
For information on our outplacement programs click here<http://www.schegggroup.com/outplacement>.
We conduct searches across a broad spectrum of industry and service sectors and to fill diverse positions.
We currently have several searches underway. Please click here<http://www.schegggroup.com/search-practice/search-openings/> to see the open positions.
Please click here<http://www.schegggroup.com/search-practice/submit-your-resume/> to upload your resume to our database.
For information on our coaching programs click here<http://www.schegggroup.com/coaching/>.
***This information may be confidential and/or privileged. Use of this information by anyone other than the intended recipient is prohibited. If you receive this in error, please inform the sender and remove any record of this message. ***
Please consider the environment before printing this e-mail
My wife Karen and I wish you all a Merry Christmas, Happy Hanukah and a New Year filled with happiness, love, and good health.
All the very best, Ian
[cid:image001.jpg@
Ian Kennedy
President
[cid:image002.png@
ikennedy@schegggrou
www.schegggroup.
203-538-8802 (w) 203-225-0893 (f)
[cid:image003.jpg@
We are a proud founding member of the [cid:image004.png@
For information on our outplacement programs click here<http://www.schegggr
We conduct searches across a broad spectrum of industry and service sectors and to fill diverse positions.
We currently have several searches underway. Please click here<http://www.schegggr
Please click here<http://www.schegggr
For information on our coaching programs click here<http://www.schegggr
***This information may be confidential and/or privileged. Use of this information by anyone other than the intended recipient is prohibited. If you receive this in error, please inform the sender and remove any record of this message. ***
Please consider the environment before printing this e-mail
Wed Dec 18, 2013 4:00 pm (PST) . Posted by:
"john sampson" jcsspike
On Wednesday, December 18, 2013 12:15 PM, Ralph Clark <rclark@ralphclarkassociates.com> wrote:
dir/cio position
--it staff of 8 people
--never had a cio or vp/it before
--company is called update
--they are a temp firm in the legal field
--about 100m in sales
--about 400-500 users
--need a mix of both technical/infrastructure and applications exp
--they are going to a new ERP /CRM system early next yr
--they have 11 offices --corp is in nyc --40th and 6th ave
--salary to 150 K
Ralph Clark
Ralph Clark Associates
(732) 446-7227
rclark@ralphclarkassociates.com
Dec 24th and 31st - Tues - NO Mtgs - Holidays
dir/cio position
--it staff of 8 people
--never had a cio or vp/it before
--company is called update
--they are a temp firm in the legal field
--about 100m in sales
--about 400-500 users
--need a mix of both technical/infrastru
--they are going to a new ERP /CRM system early next yr
--they have 11 offices --corp is in nyc --40th and 6th ave
--salary to 150 K
Ralph Clark
Ralph Clark Associates
(732) 446-7227
rclark@ralphclarkas
Dec 24th and 31st - Tues - NO Mtgs - Holidays
Wed Dec 18, 2013 4:09 pm (PST) . Posted by:
"john sampson" jcsspike
I came across your resume in our database and I have an immediate need for a talented Project Manager that brings experience in the Pharma Industry. This is a 6-12+ month contract opportunity with long-term potential and is located in Plainsboro, NJ. Please review the below job description and contact me ASAP.
We are unable to work Corp to Corp for this position
Key Responsibilities:
Job Title: Project Business Capability - Junior/Mid-Level
Duration: 6-12+ Months
Location: Plainsboro, NJ
Skills:
This role will project manage the start to finish process of rolling out new external facing promotional websites or large enhancements to existing promotional websites.
Required recent experience working with off shore resources.
Required recent experience working with website or other eMarketing projects. (required)
Required Bachelor's degree/Technical degree.
Pharma experience or experience in a regulated environment preferred.
PMP or equivalent certification desirable.
Proven experience with business capability projects; strong process engineering skills.
Mid level Project Management skills
Understanding of SEO and Web Analytics
Experience working with various digital/interactive creative agencies.
Ability to manage, organize, coordinate, and prioritize tasks among multiple projects is critical.
Strong communication, interpersonal, negotiation, and facilitation skills necessary.
Demonstrated ability to impact and influence clients, vendors, peers, and senior management.
Some .Net/SharePoint or HTML development knowledge helpful but not required.
Organized and detailed with excellent follow-up skills
Additional Job Requirements:None
AvailableSelected
Position Handles Hazardous MaterialsPosition Works With or Near In-VivoStudies And/Or Has Access To Vivarium
None
Our client is a leading institution and we are currently interviewing to fill this and other similar positions. Qualified candidates should apply NOW for immediate consideration.
Please email me the most current MS Wordversion of your resume and refer to 13-08101 in the subject line.
Regards,
Tyler Bagarozy
Recruiter
331 Newman Springs Rd Building 3, 2nd Floor, Suite #350
Red Bank, NJ 07701
tbagarozy@diversant.com
(732) 759-6080
Dec 24th and 31st - Tues - NO Mtgs - Holidays
We are unable to work Corp to Corp for this position
Key Responsibilities:
Job Title: Project Business Capability - Junior/Mid-Level
Duration: 6-12+ Months
Location: Plainsboro, NJ
Skills:
This role will project manage the start to finish process of rolling out new external facing promotional websites or large enhancements to existing promotional websites.
Required recent experience working with off shore resources.
Required recent experience working with website or other eMarketing projects. (required)
Required Bachelor'
Pharma experience or experience in a regulated environment preferred.
PMP or equivalent certification desirable.
Proven experience with business capability projects; strong process engineering skills.
Mid level Project Management skills
Understanding of SEO and Web Analytics
Experience working with various digital/interactive creative agencies.
Ability to manage, organize, coordinate, and prioritize tasks among multiple projects is critical.
Strong communication, interpersonal, negotiation, and facilitation skills necessary.
Demonstrated ability to impact and influence clients, vendors, peers, and senior management.
Some .Net/SharePoint or HTML development knowledge helpful but not required.
Organized and detailed with excellent follow-up skills
Additional Job Requirements:
AvailableSelected
Position Handles Hazardous MaterialsPosition Works With or Near In-VivoStudies And/Or Has Access To Vivarium
None
Our client is a leading institution and we are currently interviewing to fill this and other similar positions. Qualified candidates should apply NOW for immediate consideration.
Please email me the most current MS Wordversion of your resume and refer to 13-08101 in the subject line.
Regards,
Tyler Bagarozy
Recruiter
331 Newman Springs Rd Building 3, 2nd Floor, Suite #350
Red Bank, NJ 07701
tbagarozy@diversant
(732) 759-6080
Dec 24th and 31st - Tues - NO Mtgs - Holidays
Wed Dec 18, 2013 4:27 pm (PST) . Posted by:
"Alex Arnold" bikezilla64
If interested, please contact the recruiter directly.
Happy Holidays and GOOD LUCK!!
*-- Alex Arnold*
*IT Infrastructure, Technical Liaison, Project Management, Technical
Documentation, Process & EvaluationsCortlandt Manor, NY*
*alex.PM.arnold@gmail.com* <alex.g64.arnold@gmail.com>
*www.linkedin.com/in/aarnoldPM/* <http://www.linkedin.com/in/alexg64/>
*917-848-2420*
---------- Forwarded message ----------
From: Amit Bisht <amit.bisht@systemguru.com>
Date: Wed, Dec 18, 2013 at 1:18 PM
Subject: Project Manager Fulltime Position with Client
To: alex.pm.arnold@gmail.com
Hi Alex,
This is with reference to your resume in our database which is a good
match to the below position. Please go thru the requirement and let me know
if you are available and interested in this position.
In case you are interested please send us your latest resume along with
your contact details, availability and a good time for me to call you.
Please submit your resume with the following details -
- Your Visa Status
- Current location
- Availability
- Expected Salary
- Your availability for an inperson interview for this position.
*Position Type: Direct HireLocation - NYC, NYSalary: $DOEVisa/WorkStatus
Requirement:AnyInterview Type: TelephonicJob Title :Program / Senior
Project Manager*
Job Description:
* 6 to 10 years as a CSEL or Program Manager or Senior Project
Manager role.
* Strong Client Services and business development skills; will have
direct revenue and business growth responsibilities
* Strong project management background. Should be hands on as
resource will be fully billable across multiple projects/accounts.
* Strong experience in Risk and Compliance
* Good experience and understanding of Agile delivery.
* Experience working in a global delivery model.
* Good client facing and relationship building skills.
* Preferable - Relevant domain experience (BFS ).
Please contact me if you are interested in this position
* Thanks Amit Bisht || SystemGuru, Inc || 2 Tower Center Boulevard, Suite
1202, East Brunswick NJ 08816 Direct : 732-325-2437 <732-325-2437> || Fax:
732 879 0326 <732%20879%200326> Email: amit.bisht@systemguru.com
<amit.bisht@systemguru.com>|| Web: www.SystemGuru.com
<http://www.systemguru.com/> <http://www.systemguru.com/>*
This email was sent to alex.pm.arnold@gmail.com, by Amit Bisht.
To remove your email address permanently from future mailings, please click
here<https://cls4.bullhornstaffing.com/MailerUnsubscribe.cfm?privateLabelID=2426&email=alex%2Epm%2Earnold%40gmail%2Ecom&updKey=E%28U%23%2D%211A2H%5BSNWLRX%23H%23%29%5F7%5E%3FGZ%25%23FW%3B2%3E%3D%5D%3E2%5B%5E7MMPHN%3D%23YD%40%20%20%0A>
.
Happy Holidays and GOOD LUCK!!
*-- Alex Arnold*
*IT Infrastructure, Technical Liaison, Project Management, Technical
Documentation, Process & EvaluationsCortland
*alex.PM.arnold@
*www.linkedin.
*917-848-2420*
---------- Forwarded message ----------
From: Amit Bisht <amit.bisht@systemgu
Date: Wed, Dec 18, 2013 at 1:18 PM
Subject: Project Manager Fulltime Position with Client
To: alex.pm.arnold@
Hi Alex,
This is with reference to your resume in our database which is a good
match to the below position. Please go thru the requirement and let me know
if you are available and interested in this position.
In case you are interested please send us your latest resume along with
your contact details, availability and a good time for me to call you.
Please submit your resume with the following details -
- Your Visa Status
- Current location
- Availability
- Expected Salary
- Your availability for an inperson interview for this position.
*Position Type: Direct HireLocation - NYC, NYSalary: $DOEVisa/WorkStatus
Requirement:
Project Manager*
Job Description:
* 6 to 10 years as a CSEL or Program Manager or Senior Project
Manager role.
* Strong Client Services and business development skills; will have
direct revenue and business growth responsibilities
* Strong project management background. Should be hands on as
resource will be fully billable across multiple projects/accounts.
* Strong experience in Risk and Compliance
* Good experience and understanding of Agile delivery.
* Experience working in a global delivery model.
* Good client facing and relationship building skills.
* Preferable - Relevant domain experience (BFS ).
Please contact me if you are interested in this position
* Thanks Amit Bisht || SystemGuru, Inc || 2 Tower Center Boulevard, Suite
1202, East Brunswick NJ 08816 Direct : 732-325-2437 <732-325-
732 879 0326 <732%20879%
<amit.bisht@systemgu
<http://www.systemgu
This email was sent to alex.pm.arnold@
To remove your email address permanently from future mailings, please click
here<https://cls4.
.
Wed Dec 18, 2013 4:28 pm (PST) . Posted by:
"Alex Arnold" bikezilla64
If interested please contact the recruiter directly.
Happy Holidays and GOOD LUCK!
*-- Alex Arnold*
*IT Infrastructure, Technical Liaison, Project Management, Technical
Documentation, Process & EvaluationsCortlandt Manor, NY*
*alex.PM.arnold@gmail.com* <alex.g64.arnold@gmail.com>
*www.linkedin.com/in/aarnoldPM/* <http://www.linkedin.com/in/alexg64/>
*917-848-2420*
---------- Forwarded message ----------
From: Anitha Chowdary <anitha@softpath.net>
Date: Wed, Dec 18, 2013 at 10:06 AM
Subject: Senior Desktop Engineer in Andover, MA
To: alex.pm.arnold@gmail.com
Greetings!
This is Anitha from Softpath System LLC. Softpath is a preferred staffing
vendor to fortune 500 companies in the US. We have an immediate opportunity
with one of our clients. Please find attached job description below and if
you are interested please forward your resume to anitha@softpath.net . You
can also reach me at *678- 387- 1161.*
*Job Details: *
*Title: Senior Desktop Engineer*
*Location: *200 Minuteman Rd Andover, MA
*Duration: **6-12 Months*
*Shift Timings: **8 AM � 5 PM*
*Shift Days: **Monday � Friday*
*NOTE: Only US Citizens, Green card Holders and EAD�s can apply*
*Job Description: *
Senior Desktop Engineer must have experience working as a Technical Lead in
a VDI/DaaS implementation project environment. The Engineer should be
versed in virtual desktop design, implementation, management, daily
maintenance and have the ability to patiently assist end customers
plan and execute their on boarding to NaviSite
*Specific Skills:*
-Active Directory Design, Engineering and Administration
- Windows Desktop Design, Engineering and Administration
- VDI/DaaS Infrastructure Engineering and Administration
- Technical Project Lead/Management
- Effective Written and Verbal Communication
A*dditional Details:*
Senior Desktop Engineer must have experience working as a Technical Lead in
a VDI/DaaS implementation project environment. The Engineer should be
versed in virtual desktop design, implementation, management, daily
maintenance and have the ability to patiently assist end customers plan and
execute their on boarding to NaviSite Specific Skills: -Active Directory
Design, Engineering and Administration - Windows Desktop Design,
Engineering and Administration - VDI/DaaS Infrastructure Engineering and
Administration - Technical Project Lead/Management - Effective Written and
Verbal Communication
Thanks,
Have a wonderful day!!
*Anitha* |Technical Recruiter | Email: anitha@softpath.net
Direct: 678-387-1161 | Work: 404 315-1555 Ext. 520 | Fax: 678-302-4488
*Softpath System LLC* | 3985 Steve Reynolds Blvd | Bldg C Norcross GA 30093
www.softpath.net
*Disclaimer:*
*We respect your online privacy. You received this message because either
you have provided our recruiters with your information in the past, or you
have posted your resume to one of many online job posting agencies
(CareerBuilder, Monster etc.) to which we subscribe. If you have received
this email in error, please accept our apologies and reply with
"unsubscribe" in the subject line or click on following link to be removed
from our mailing list: unsubscribe@softpath.net
<unsubscribe@softpath.net>. Soft path System cannot guarantee that e-mails
are secure or error-free, as information could be intercepted, corrupted,
lost, destroyed, and or contain viruses.*
If you would like to unsubscribe, please click
here<http://jobs.softpath.net/jobseekers/myjobs/emailmerge_optout.jsp?d=3134305f3231363230373337323530325f373432363638385f313036343433395f315f416e697468612b43686f7764617279&e=1e4&t11=1386352808113>
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.
Happy Holidays and GOOD LUCK!
*-- Alex Arnold*
*IT Infrastructure, Technical Liaison, Project Management, Technical
Documentation, Process & EvaluationsCortland
*alex.PM.arnold@
*www.linkedin.
*917-848-2420*
---------- Forwarded message ----------
From: Anitha Chowdary <anitha@softpath.
Date: Wed, Dec 18, 2013 at 10:06 AM
Subject: Senior Desktop Engineer in Andover, MA
To: alex.pm.arnold@
Greetings!
This is Anitha from Softpath System LLC. Softpath is a preferred staffing
vendor to fortune 500 companies in the US. We have an immediate opportunity
with one of our clients. Please find attached job description below and if
you are interested please forward your resume to anitha@softpath.
can also reach me at *678- 387- 1161.*
*Job Details: *
*Title: Senior Desktop Engineer*
*Location: *200 Minuteman Rd Andover, MA
*Duration: **6-12 Months*
*Shift Timings: **8 AM � 5 PM*
*Shift Days: **Monday � Friday*
*NOTE: Only US Citizens, Green card Holders and EAD�s can apply*
*Job Description: *
Senior Desktop Engineer must have experience working as a Technical Lead in
a VDI/DaaS implementation project environment. The Engineer should be
versed in virtual desktop design, implementation, management, daily
maintenance and have the ability to patiently assist end customers
plan and execute their on boarding to NaviSite
*Specific Skills:*
-Active Directory Design, Engineering and Administration
- Windows Desktop Design, Engineering and Administration
- VDI/DaaS Infrastructure Engineering and Administration
- Technical Project Lead/Management
- Effective Written and Verbal Communication
A*dditional Details:*
Senior Desktop Engineer must have experience working as a Technical Lead in
a VDI/DaaS implementation project environment. The Engineer should be
versed in virtual desktop design, implementation, management, daily
maintenance and have the ability to patiently assist end customers plan and
execute their on boarding to NaviSite Specific Skills: -Active Directory
Design, Engineering and Administration - Windows Desktop Design,
Engineering and Administration - VDI/DaaS Infrastructure Engineering and
Administration - Technical Project Lead/Management - Effective Written and
Verbal Communication
Thanks,
Have a wonderful day!!
*Anitha* |Technical Recruiter | Email: anitha@softpath.
Direct: 678-387-1161 | Work: 404 315-1555 Ext. 520 | Fax: 678-302-4488
*Softpath System LLC* | 3985 Steve Reynolds Blvd | Bldg C Norcross GA 30093
www.softpath.
*Disclaimer:
*We respect your online privacy. You received this message because either
you have provided our recruiters with your information in the past, or you
have posted your resume to one of many online job posting agencies
(CareerBuilder, Monster etc.) to which we subscribe. If you have received
this email in error, please accept our apologies and reply with
"unsubscribe&q
from our mailing list: unsubscribe@
<unsubscribe@
are secure or error-free, as information could be intercepted, corrupted,
lost, destroyed, and or contain viruses.*
If you would like to unsubscribe, please click
here<http://jobs.
.
If you would like to unsubscribe, please click
here<http://jobs.
.
Wed Dec 18, 2013 8:19 pm (PST) . Posted by:
"Keith Bogen SPHR" hrslugger2002
National Manager of Financial Advisors (RIA) Coach, Trainer & Presenter
Financial Services (RIA) industry Jersey City, NJ or Fort Worth, TX or San Diego, CA
Jersey City, NJ or Fort Worth, TX or San Diego, CA
*Required: Minimum 7 – 10 years' experience coaching, leading, and/or developing advisors (RIAs)
*50% travel in US mainly in Northwest US and Central US
Our client is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. The company provides an advanced technology platform and services designed to help advisors build their businesses.
Will drive net new assets (NNA) by delivering Practice Management programs to support the company's efforts to extend the practice management brand, increase knowledge and credibility of the sales force, and coach advisors to achieve tangible results. The Senior Consultant, Practice Management will be responsible for delivering highly integrated end-to-end practice management programs.
Responsibilities:
· Deliver keynote presentations and facilitate workshops at major conferences and prominent regional events to support the rollout of practice management programs
· Must be a knowledgeable expert who has the presence, gravitas, and experience to inspire confidence among large prospects and clients that the company has the expertise to help them run a better business
· Train the sales force on new practice management programs
· Serve as the main point of contact and SME for Sales for all practice management programs, content, and tools
· Partner with sales to offer in-depth consulting support for larger advisors and complex cases
· Develop a consistent coaching engagement framework for Practice Management for use by all PMCs and vet with sales to ensure proper hand-offs/involveme
· Coach high-value advisors to define their goals and challenges and assist them in developing an action plan to achieve meaningful business results
· Contribute to the development of keynotes, workshops, webcasts, and workshop materials to support programs
· Create case studies and success stories to help supplement practice mgmt. content and demonstrate the firm's capabilities.
Requirements:
· Series 7 and/or Series 66 is preferred
· 4-year college degree required; graduate degree preferred
· Minimum 7 – 10 years' experience coaching, leading, and/or developing advisors
· Minimum 10 – 15 years in financial services
· Deep industry experience and practice management knowledge is required.
· Successful track record of providing in-depth coaching engagements that achieve results with references.
· Seasoned speaker at industry events and/or internal advisor meetings
· Excellent communication skills, high EQ, and analytical skills a must
· Coaching accreditation preferred
· Travel approximately 50%.
If qualified, email resume & compensation requirements to: elisa.sheftic@
****
http://www.Linkedin
*Feel free to connect with me on LinkedIn*
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