Branch Vice President
President/Chief Executive Officer Job 9 miles from Santee
Insight Global's top financial client is looking to hire a VP of Branch Leader for their Campbell location. This person will be expected to to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
Skillsets:
-Must have at least 5 years of financial sales experience
-3 years of management experience (coaching/supporting advisors)
-Must hold a valid 9/10, 7, and 66 License that is not expiring within 90 days
Vice President (Private Equity)
President/Chief Executive Officer Job 9 miles from Santee
Voy is partnering with a San Diego-based private equity firm that is looking for a Vice President to join it's investments team and play a key role in deal execution, diligence and portfolio management / value creation. This is a great opportunity to step into a high-impact leadership role at a firm that is actively scaling and preparing for it's next fund raise (which will almost double their AUM).
**Senior Associates looking to step up or VPs looking to lateral are encouraged to apply**
Why Join?
Lead Transactions - Own the due diligence, structuring, and execution of majority buyouts in reccession-resistent service industries
Career Progression - ~3 year promotion timeline to Principal .
Real Portfolio Impact - Work closely with company leadership post-close, overseeing financial reporting, hiring executives, and driving operational efficiencies.
Strong Deal Flow & Growth - The firm is raising its third fund and looking to expand its investment team to keep pace with new opportunities (side note, we are also recruiting Associates and Senior Associates)
Tight-Knit, High-Ownership Team - Work directly with senior leadership in a lean, entrepreneurial environment.
ACtive and Collabartive Culture
Responsabilities:
Quarterback the deal process, overseeing diligence, legal structuring, and transaction execution.
Manage financial modeling reviews, ensuring accurate projections and analysis.
Act as the go-to person for portfolio companies, partnering with CFOs and CEOs to improve financial reporting, hiring, and strategic decision-making.
Mentor, manage and recruit future Associates, ensuring high-quality analysis and execution.
Support fundraising and investment strategy development as the firm scales.
Requirements:
2 years investment banking + 4 to 6 years in private equity
Buyout experience preferred-must be comfortable with deal structuring, financial diligence, and legal documentation.
Deal experience in service-oriented businesses preferred
Operational Mindset - comfortable working with portfolio companies post-close on financial reporting, hiring and strategic planning
Experience managing deal teams, diligence providers, and junior investment professionals.
Ties to San Diego or genuine interest in relocating-this is a full-time, in-office role.
This is an exciting opportunity to step into a leadership role at a firm that is growing rapidly and investing in high-quality businesses. If you're looking for a high-ownership role with direct exposure to senior leadership, real portfolio impact, and a fast path to Principal, let's connect.
Apply now or reach out to ******************* for more details.
Chief Finance Officer (CFO) - Onsite
President/Chief Executive Officer Job 30 miles from Santee
Vaco Overview: Vaco provides expert consulting, permanent placement, executive search, and strategic staffing for companies around the world, in the areas of accounting, finance, operations, administration and more. As a premier talent solutions firm, Vaco connects people to their dream jobs and helps leading companies find talent to grow their business.
About the Company: Medical device company focused on developing and commercializing breakthrough products for the treatment of cardiology illness
Location: North County, San Diego - Onsite (Open to candidates out of area starting remote but MUST relocate to San Diego in 18 months, non-negotiable)
Title: Chief Finance Officer (CFO)
Salary: $275-400k + Bonus + Equity
Job Description: We seek a CFO, critical for driving our medical device client's next growth phase, including capital raising, IPO preparation, and strategic financial planning. This individual will play a pivotal role in shaping the financial future of the company.
Responsibilities:
Strategic Financial Leadership: Develop and execute a comprehensive financial strategy that aligns with our company's growth objectives.
Capital Raising and Investment Management: Lead efforts to secure additional funding and manage investments, ensuring optimal financial health and sustainability.
IPO Preparation: Spearhead the preparation process for a potential Initial Public Offering (IPO), including regulatory compliance, financial structuring, and market positioning.
Business Growth Planning: Work closely with executive leadership to identify and implement growth strategies, mergers, acquisitions, and other corporate development opportunities.
Financial Analysis and Reporting: Oversee financial analysis, forecasting, and reporting to support informed decision-making and strategic planning.
Team Leadership and Development: Lead, mentor, and develop a high-performing finance team, fostering a culture of excellence and collaboration.
Stakeholder Engagement: Maintain strong relationships with investors, board members, and other key stakeholders, effectively communicating financial status and strategies.
Qualifications:
10-15 years of finance strategy experience in medical device industry
Proven track record in strategic financial planning, capital raising, and IPO preparation.
Strong leadership skills and the ability to manage and develop teams.
Exceptional analytical, decision-making, and problem-solving abilities.
Excellent communication and interpersonal skills, capable of engaging with stakeholders at all levels.
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows:
[$275,000-$400,000 base]
. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
Chief Financial Officer
President/Chief Executive Officer Job 9 miles from Santee
Essential Duties and Responsibilities:
Team Builder: Hire, train, and mentor the Accounting and Risk and Compliance Departments. Conduct performance reviews, recommend salary adjustments, and guide staff to achieve their best.
Strategic Partner: Be an active member of the Credit Union's Asset Liability Committee (ALCO).
Visionary Planner: Play a key role in shaping our strategic and business plans. Use forward-thinking models and analyses to provide financial insights that drive our growth.
Goal Setter: Establish yearly financial objectives that align with our growth plans.
Financial Analyst: Oversee net worth and forecast analysis.
Performance Evaluator: Analyze our financial performance, liquidity, cash flow, budget, and cost control.
Budget Guru: Manage the annual budget. Prepare and present monthly financial reports, including profit and loss, forecast vs. budget, and cash flow.
Policy Innovator: Regularly review policies and procedures, recommend changes, and develop new ones for better efficiency.
Investment Liaison: Act as the main contact with investment houses, financial institutions, and government agencies. Explore new investment opportunities and provide recommendations.
Tech Savvy: Supervise the creation of reports, software implementation, and tools for budgeting and forecasting.
Communicator: Oversee the preparation and communication of financial statements.
Accuracy Champion: Ensure the accuracy of all financial and statistical reports for the Board of Directors.
Compliance Leader: Ensure compliance with all relevant laws and regulations.
Audit Coordinator: Coordinate audit activities with internal and external auditors.
Dynamic Contributor: Take on other exciting duties as assigned.
Knowledge, Skills, and Abilities Required:
Educational Background: Bachelor's degree in finance or accounting required. MBA is a plus. CPA strongly preferred.
Experience: Minimum five years of CFO experience in the financial services industry.
Analytical Skills: Excellent analytical, reasoning, and problem-solving skills.
Financial Expertise: Significant experience with budgets, forecasting, analysis, asset/liability management, and investments.
Organizational Skills: Strong ability to manage multiple projects with multiple deadlines.
Leadership: Demonstrated leadership ability, confidence, and executive presence. Ability to motivate staff.
Communication: Professional written and verbal communication skills.
Collaboration: Excellent collaborative skills and the ability to build positive working relationships.
Mission-Driven: Understanding of the Credit Union's mission and vision. Adherence to confidentiality, security, professional conduct, and dress code.
Tech Proficiency: Proficiency with Microsoft Office Products and database programs.
Job Type: Full Time
Salary Range: $132,306.00 - $176,409.00/year
s are not intended to be and should not be construed to be a complete list of all duties and responsibilities performed by incumbents, nor do they constitute an employment contract. Duties, responsibilities, and expectations may be added, deleted, or changed at any time at management's discretion. Further, job descriptions do not represent a complete list of all the performance expectations and characteristics of individuals required to perform a job adequately.
Vice President, Antibody Drug Conjugate (ADC) CMC
President/Chief Executive Officer Job 9 miles from Santee
Who We Are
Avenzo Therapeutics, Inc. (“Avenzo”) is an early-stage biotechnology company focused on developing the next generation of oncology therapies for patients. The company was co-founded in 2022 by Drs. Athena Countouriotis and Mohammad Hirmand (former CEO and CMO of Turning Point Therapeutics, respectively). With a proven track record in building and scaling biotech companies, our experienced management team is passionate about and committed to building a pipeline of potential best-in-class targeted oncology programs. The company is headquartered in San Diego, California.
Position Summary
Reporting to the Senior Vice President, Global Product Strategy, the Vice President, Antibody Drug Conjugate (ADC) Chemistry, Manufacturing, and Controls (CMC) will drive CMC outsourcing strategy and supporting technical oversight of Contract Development and Manufacturing Organization (CDMO) partners to develop, scale up and manufacture clinical trial products for the Antibody and Antibody drug conjugate. This individual will lead the strategy and operations of our ADC programs throughout the product development lifecycle. Manage the clinical supply chain for Avenzo by collaborating closely with Avenzo's drug development Partners, manufacturing organizations, associated laboratories, and logistical support companies.
This individual will be a key member of global product teams, and will work closely with various functions such as clinical operations, project management, quality, regulatory, and finance and oversee all aspects of CMC, including process development, analytical development, manufacturing, and regulatory submissions.
The incumbent will have a proven track record of contribution to the ADC clinical pipeline from early phase development through registration and commercialization. They will have complete accountability for the multiple pipeline ADC projects, development of relevant science and technology, people management and organizational development, and implementation of functional strategies. They will ensure that the function's deliverables are completed within established timelines, budgets, resource allocation and in accordance with regulatory, quality, and safety requirements.
Essential Job Functions and Responsibilities
Oversee process development and manufacturing activities at external partners
Ensure that CDMO partners are adhering to quality and regulatory standards, product safety consistency, and compliance in the development of clinical materials
Primary conduit between Avenzo and CDMO project management and technical teams on strategic and operational matters related to developing and manufacturing clinical supply materials
Oversee and support by evaluating and ensuring integration of technical process development/CMC efforts into product plans and timelines
Provide technical expertise, problem solving and appropriate escalation on CMC matters including but not limited to, analytical development, process development, formulation development, data interpretation, shelf-life determination, quality control and quality assurance
Ensure the seamless transfer of technical information and supporting documents into Avenzo's regulatory submissions and related documents
Lead and guide process characterization, validation studies, and if needed, technology transfer initiatives for ADC programs
Prepare and review CMC sections of regulatory submissions, including INDs, BLAs, and MAAs
Develop a robust and reliable network of CMOs to enable seamless clinical manufacturing
Manage relationships with contract manufacturing organizations (CMOs) and ensure the successful execution of manufacturing campaigns from early phase clinical supply to process validation batches
Work closely with Quality, Regulatory Affairs, Clinical Operations, Program Management, and other departments to ensure seamless integration of CMC activities in the development plans
Build and lead a high-performing CMC team, fostering a culture of innovation, collaboration, and continuous improvement
Qualifications
Ph.D. required, in Biochemistry, Protein Engineering or a related area degree preferred (e.g., MS, Ph.D.) with 15+ years of experience biopharmaceutical CMC development, with at least 5 years in a leadership role focused on ADCs in the pharmaceutical or biotechnology industry or an equivalent combination of academic and industry experience
Deep understanding of ADC development, including mAb, conjugation chemistry, process development, and analytical methods
Proven track record in the design, development, optimization, and tech transfer of antibody or ADC manufacturing processes
Extensive experience with regulatory requirements and submissions for biologics and ADCs
Proven ability to lead cross-functional teams and manage complex projects
Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders
Strong analytical and problem-solving abilities, with a strategic mindset
Ability to travel as needed
Physical Demands and Work Environment
Physical Demands:
Constant or continuous use of a computer keyboard, monitor and mouse to perform a variety of tasks
Constant or frequent sitting, standing or walking
May lift and/or move objects of various weights
Work Environment:
Hybrid; minimum three days per week in-office requirement
Noise level in the work environment is usually moderate
Fast-paced, time sensitive environment with frequently changing priorities
Handle multiple projects simultaneously
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
What We Offer
Competitive salary and discretionary bonus plan plus equity
Medical, dental and vision insurance with 100% employer paid premiums for the employee coverage and 80% for family coverage
Employer-funded Health Savings Account
Flexible Spending Accounts
Group Life and AD&D insurance
Voluntary Life and AD&D insurance
Short-and Long-Term disability
401(k) retirement plan
Critical Illness and Accident insurance
Time off, including 10 paid holidays, winter closure, PTO and sick time
A reasonable estimate of the base salary range for this role is $310,000-339,000. The final salary offered to a successful candidate will be dependent on several factors such as experience, education, skills and competencies.
Avenzo Therapeutics is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, national origin, ancestry, sex, gender, sex stereotype, gender identity, gender expression, transgender, sexual orientation, pregnancy, childbirth, breastfeeding or related medical condition, religious creed, physical disability, mental disability, age, medical condition, marital status, registered domestic partner status, military or veteran status, genetic information or characteristics, or any other characteristic protected by federal, state or local law. Avenzo Therapeutics also prohibits discrimination, harassment, disrespectful or unprofessional conduct based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.
Notice to Search Firms/Third Party Agencies: Avenzo Therapeutics does not accept unsolicited resumes from recruiters or employment agencies without an executed search agreement in place.
Vice President of Corporate Work Study
President/Chief Executive Officer Job 9 miles from Santee
About the Company
Cristo Rey San Diego High School is one of 40 members of the Cristo Rey Network, a successful national network recognized for transforming Catholic education through a unique integration of rigorous academics and professional work experience to and through college for students of limited economic means.
Rigorous Academics: With an extended school day and year, Cristo Rey HS delivers a career focused, college preparatory education that includes academic and social-emotional supports.
Professional Work Experience: Students earn their private education through a work study program that uniquely integrates into the curricula one day a week of work experience in professional offices and labs. Partner companies rate students at 96% meeting or exceeding expectations in the workplace.
To and Through College: By partnering with companies and providing college and career classes and counseling, Cristo Rey HS enables students to fulfill their aspirations for a lifetime of achievement. Graduates of Cristo Rey HS own a 97% acceptance rate to four-year universities.
Corporate Work Study Program ("Work Study")
Work Study is a unique feature of the Cristo Rey model. It is a subsidiary employment agency which trains students for entry-level white collar employment, and then markets their services to companies, enabling all students to earn 40% to 60% of the cost of their education through a job-sharing partnership with their classmates to cover full-time, Monday through Friday work positions. Cristo Rey HS students provide valued service to some of the most prestigious companies throughout the county, where they will also find mentors, develop social and work skills, and forge the networks fundamental to their future success. Work study participation is a critical component of every Cristo Rey student's education, as it bridges students' corporate and curricular classroom experiences.
Our Mission
To educate young people of limited economic means to become men and women of faith, purpose, and service and prepared for life. In the finest tradition of Catholic outreach, we welcome students of all denominations. Students graduate prepared for college and service to their communities.
Job Description
The Vice President of the Corporate Work Study Program will lead all aspects of the program and will have primary responsibility for team leadership, department strategic planning, program oversight, marketing, job sales, and executing all related activities. This includes oversight of the sales cycle, such as lead generation to cultivate new relationships, stewarding of current work partners to ensure high job retention, and to secure meaningful employment for all students. As the most important factor for retaining and growing these relationships is the students' exceptional job performance, the Vice President is integrally involved in, and ultimately accountable for, the staff's execution of day-to-day operations and promoting the continuous improvement of its program to meet the evolving employment needs of its partners and commensurate educational needs of its students. The VP will collaborate closely with Cristo Rey HS's Leadership Team on a wide variety of organizational decisions and will report directly to the school's President.
Role Overview
This is a unique opportunity to use your leadership skills in sales and operations to make a major impact in the community. As the VP of the Corporate Work Study Program, you will:
Initiate and execute strategies to secure meaningful employment for our students.
Build and lead a team to support our students and their corporate work study partners.
Work alongside a leadership team dedicated to the success of Cristo Rey San Diego.
Performance Objectives & Measures
Secure and maintain jobs for 95% of enrolled students for the entire school year.
Achieve a minimum of 90% paid jobs at the prevailing market rate for entry level positions.
Achieve a minimum of 90% retention rate for existing jobs.
Ensure 95% of students meet or exceed expectations on the job.
Develop strategies and tactical plans to secure / maintain jobs for the students at the projected full capacity enrollment of 500 students eventually.
Essential Responsibilities
Meeting annual Work Study employment benchmarks and revenue goals.
Working with the school's controller to maintain the Work Study budget.
Cultivating a customer relationship management approach to lead generation and service activities that achieve performance metrics.
Serving as leader on the Work Study Board, a liaison to the school's Board of Directors, and leads the Jobs Committee in collaboration with the school's President and Work Study Committee Chair.
Managing the sales cycle to attract new clients as well as retain and grow existing client partnerships.
Engaging in best practices of client management, student support, and team professional development.
Creating a professional framework that emphasizes workplace skill development (technical and noncognitive) to ensure student employability and success at work.
Collaborating with school advancement and communications personnel to coordinate a strategy for the program that maintains a high level of brand awareness and explores collaborative opportunities.
Collaborating with admissions personnel to promote and communicate for the program to prospective students and families, and conduct non-academic based assessments regarding students' employability.
Collaborating with the Principal and school faculty to deepen curricular connections between what students learn in the classroom and in the workplace, improving performance in both settings.
Leading the planning and execution of Work Study pre-matriculation training for incoming students.
Maintaining compliance with all legal, safety, and employment requirements (Federal, State, and local) for the work study program and employment agreements with clients.
Inspiring, leading, and managing the Work Study staff.
Engaging with the Cristo Rey Network, including participation at Work Study trainings and gatherings, such as the Annual Meeting and routine and periodic requests for program-specific data.
Qualifications & Skills
Executive Leadership Presence
Unquestionable integrity and ethical behavior that creates trust among the school's stakeholders.
Results-oriented with a sense of urgency to exceed goals & objectives.
Provides proactive leadership of key initiatives.
Advanced skills in leading, managing, engaging, and mentoring staff members and students.
Ability to develop and inspire a high performance CWSP team and be able to work within a school culture.
Ability to establish goals, objectives, and action steps for self and the team.
Sales Orientation
Proven relationship manager with three or more years track record in lead generation and closing sales.
Possess outstanding communication (written, verbal) and listening skills.
Data driven and adheres to record keeping best practices in client recruitment and retention.
Confident, enthusiastic
Chief Financial Officer
President/Chief Executive Officer Job 9 miles from Santee
WHAT WE DO
UPAC is a multicultural beacon of hope for all underserved communities in San Diego. With an annual operating budget of over $18M and a dedicated team fluent in over 30 languages, we deliver more than 18 programs across 10 office sites and more than 20 schools each year, serving nearly 6,000 individuals. Our comprehensive programs encompass mental health, addiction recovery, housing counseling, community engagement, business development, and cultural competency education.
OUR HISTORY
Since our founding over 50 years ago, our mission remains steadfast: to strengthen and empower diverse, underserved, and vulnerable communities in San Diego. Every day, our team works to unite people across cultures while empowering individuals and strengthening communities toward self-sufficiency. In 1974, Beverly Yip and six Asian and Pacific Islander (API) community leaders founded the Union of Pan Asian Communities (UPAC) to address the urgent need for cultural adjustment and language assistance programs in San Diego, breaking barriers to essential services for impoverished, elderly, and limited-English-speaking residents. UPAC has expanded its offerings to include culturally and linguistically tailored behavioral health services, supporting individuals from a variety of ethnic backgrounds and languages. We are extremely proud to serve community members from all over the world who have chosen to make San Diego their home.
LEADERSHIP & CULTURE
As a trusted service provider in San Diego, UPAC is guided by an engaged board of dedicated community leaders deeply committed to our mission. UPAC's culture of connection and cultural competency is at the heart of everything we do - honoring, respecting, and empowering the diverse communities we serve.
COMPENSATION & BENEFITS
Salary - $140,000 - $185,000
Employer paid Medical, dental, and vision coverage
ROTH/403B with an employer match after 6 months of employment
PTO: Accrue up to 160 hours of PTO, accrue 80 hours of sick leave, 14 paid holidays, 1 floating holiday
Bereavement Leave (up to 3 days)
LOCATION
This is an in-person role based at UPAC's administrative office (1031 25th Street, San Diego, CA 92102).
POSITION SUMMARY
As a key member of UPAC's senior leadership team, the Chief Financial Officer will drive financial strategy and operational excellence while emphasizing the organization's commitment to serving all cultures across San Diego. Reporting to the CEO and working closely with the Board of Directors, they will oversee a $18M budget and will lead the finance and accounting functions. The CFO will play a vital role in strengthening financial sustainability by supporting the diversification of revenue streams, including UPAC's growing social enterprise-a $500K catering business with exciting expansion potential. Leading a dynamic team of 3 direct reports and a total staff of 209, they will collaborate with top executives across the sector and champion a culture of transparency, inclusion, and innovation.
Strategic priorities for the first 12 months include:
Partner with the CEO to develop a comprehensive business plan to expand and diversify UPAC's revenue streams.
Lead the modernization and implementation of new accounting systems, as well as organizational policies and procedures.
Oversee the organization's overall compliance requirements.
Prepare for and oversee the organization's various financial and program audits.
DUTIES & RESPONSIBILITIES
Finance
Manage cash flow to ensure adequate availability of funds.
Oversee cash, investment, and asset management.
Lead finance strategies, banking relationships, and related activities.
Develop and utilize forward-looking financial analyses to inform operations and business plans.
Accounting and Finance Functions
Oversee the accounting department to ensure proper systems, internal controls, and financial procedures are maintained.
Ensure timely and accurate financial reporting for federal and state funders, foundations, and the board, including monthly and annual statements.
Manage accounts receivable transactions for UPAC's business ventures.
Coordinate audits, tax returns, and ensure legal/regulatory compliance for all financial functions.
Promote transparent communication between accounting staff, vendors, and clients.
Strong accounting skills with practical and technical knowledge of nonprofit and fund accounting, nonprofit to GAAP conversion, and experience with federal government contract accounting standards (OMB) is a must.
Strong knowledge of government contracts and grant accounting, especially related to the various social service agencies of the Federal, State, and County governments (for example the California Department of Social Services and county financial reporting requirements with grants).
Leads UPAC's accounting, contract compliance, and vendor management (administration) work and ensures accurate and timely processing of accounting information and provides critical timely, accurate, and relevant financial reports to Association Office and business unit management staff.
Maintains the integrity of the Association's general ledger and related accounting systems. Will have full charge of GL, AR, AP, and cash functions. This position will handle cash management, including wire transfer and check approvals, credit card merchant administration including user assignment, Payment Card Industry (PCI) compliance and monitoring rates.
Planning, Policy, and Management
Develop and monitor budgets while partnering with the board on financial plans and forecasts.
Engage the finance committee to develop financial plans and projections.
Liaise with financial partners, including banks, donors, foundation leaders, auditors, and public officials.
Remain informed on nonprofit audit best practices and relevant state and federal laws.
Supervise, coach, and mentor staff to foster departmental success and ensure they have the tools, training, and direction needed to be effective in their roles.
Maintain open communication with staff, providing feedback and modeling respectful, collegial behavior.
BACKGROUND PROFILE
Committed to the UPAC's mission; leads with empathy, and an understanding of the challenges faced by diverse and underserved communities.
Strategic and hands-on approach to finance, accounting, and operations; adept at analysis, business planning, and forecasting.
Demonstrated experience with audit, legal compliance, and budget development.
Ability to multi-task while maintaining vigilant attention to detail.
BA/BS required, CPA/MBA desirable.
Prior nonprofit experience preferred.
President & Chief Executive Officer
President/Chief Executive Officer Job 30 miles from Santee
THE OPPORTUNITY
Following the announcement of Susan Jacques' retirement after over a decade of tremendous leadership, Gemological Institute of America, Inc. (GIA) seeks a visionary, dynamic, and proven leader as its next President & Chief Executive Officer.
Gemological Institute of America, Inc. is the world's leading authority on diamonds, colored stones, and pearls whose mission is to protect consumers and ensure the public trust in gems and jewelry by upholding the highest standards of integrity, academics, science and professionalism in its education, research, laboratory services, and instrument development. A public benefit, nonprofit Institute, GIA is the trusted, global leader of the gem and jewelry industry with a passion to ensure consumer confidence and inspire a world of trust in gems through discovery, innovation, and knowledge. GIA strives to be an indispensable resource of gem knowledge, whose independent, unbiased accuracy creates, promotes, and ensures trust.
This is truly a unique opportunity for an innovative executive to lead and further transform GIA as it evolves into the future. Through strategy, operational excellence, and vibrancy, the next CEO will lead a high- performing team to continue to deliver the innovations and quality service that have long made GIA an iconic brand in and of itself, a crucial member of the gem and jewelry industries, and a trusted resource for consumers globally.
ORGANIZATION OVERVIEW
GIA was founded in 1931 by former retail jeweler Robert M. Shipley and his wife, Beatrice, who recognized the need for a comprehensive approach for understanding and evaluating gemstones and cashed in their savings to establish GIA. GIA was developed as a place for gemological study and research and as an educational resource that organized and shared gem knowledge with the industry and the public. In the 1950s, GIA created the international standard for describing diamond quality: the 4Cs (Color, Cut, Clarity and Carat Weight) and the GIA International Diamond Grading System™, which is now recognized by the global diamond industry as the standard and language to describe diamonds. Today, GIA and its subsidiaries operate research centers, schools and gem identification and grading laboratories in major gem and jewelry centers around the world.
GIA is headquartered in Carlsbad, California and operates in 11 countries, with 3,400 employees in its eleven grading laboratories, seven schools, five research laboratories and support teams.
GIA has earned a stellar reputation through its commitment to excellence and important consumer protection mission. Over its 93-year history, GIA has educated over 260,000 jewelry professionals worldwide and graded some of the world's most famous diamonds, including the Hope Diamond in the Smithsonian Institution.
KEY RESPONSIBILITIES
GIA's priority is to serve its mission - to ensure the public trust in gems and jewelry by upholding the highest standards of integrity, academics, science and professionalism through education, research, laboratory services and instrument development. It is imperative to preserve and increase global access to GIA's programs, education, products, and services in support of its important mission to protect consumers which also benefits the gem and jewelry industry globally.
The President & CEO will ensure GIA achieves this mission by demonstrating a strategic, visionary mindset and record of accomplishment of innovation and transformation necessary for effectively leading change in a complex global organization, ensuring the continued success and sustainability of GIA.
The President & CEO is responsible for leading the development of GIA's short- and long-term strategies, managing risk, implementing operating plans and initiatives, providing fiscal leadership, and directing all functional organizations toward their achievement. Other specific accountabilities and responsibilities include:
Strategy:
Demonstrate an understanding of the industry and global trade environment and the implications for GIA's future strategy, including economic, geopolitical, legal, regulatory, technological, global market, and cultural aspects.
Ensure that GIA continues to differentiate and distinguish its offerings, including increasing consumer awareness and customer centricity, while maintaining and building upon its already well- established brand of trust and strength in the gem and jewelry trade.
Drive innovation in current and new programs, products, services, and operations to ensure the organization is at the forefront of industry developments.
Advance the state of gemological research, innovate, and ensure continued technology development.
Establish broad global organizational structure to support execution of GIA's mission and maintain effective delivery of GIA's services.
Industry Impact:
Provide the highest value and level of support to the gem and jewelry industry.
Identify opportunities to continue to protect the public trust through GIA's educational activities, research efforts, laboratory services and specialized instrument development and revenue diversification.
Represent GIA globally to the gem and jewelry industry, major clients, government agencies, and the consuming public throughout the world.
Effectively build formal and informal relationship networks outside GIA to enhance and drive GIA's mission forward through collaboration, exchanging of ideas, resources, experience, and expertise that amplify GIA's impact globally.
Influence discussions, trends, and decisions at the industry level given GIA's stellar reputation, trust, and long-standing proven expertise and credibility.
Support the development and implementation of initiatives that address industry challenges and create new opportunities for growth and impact.
Enhance the leadership position of GIA as the world's most trusted gemological authority, foremost gemological research organization, and leading gemological educator in its various areas of activity, and to lessen the burdens of government, thus ensuring fulfilment of its nonprofit mandate.
Reputation:
Protect and preserve the reputation of GIA through everything they do.
Ensure GIA maintains the highest level of ethical standards and integrity in all aspects of operations.
Institutional Leadership:
Develop primary goals, operating plans, policies, and short and long-range strategies to advance the mission of GIA.
Operations:
Preserve and build upon GIA's leadership in laboratory grading, gem identification, and support services for diamonds, colored stones, and pearls.
Provide direction for enhanced service opportunities with GIA Instruments as a gemological instrument and equipment manufacturer and distributor.
Lead GIA toward objectives. Meet with and advise other executives and review results of business operations. Ensure organizational, operational, and financial objectives are met and holds teams accountable to KPI's.
Ensure robust risk management and compliance frameworks to evaluate risk for opportunities and ensure legal and regulatory adherence across all jurisdictions.
Assess the organization's infrastructure and operations globally to ensure alignment with future strategies and objectives.
Financial:
Enhance GIA's ability to acquire the financial strength needed for supporting expanded mission- oriented activities.
Use financial and operational data to build sound business cases for new initiatives or to change existing business processes.
People & Culture:
Serve as a guardian of GIA's Mission, Values, and culture and help others navigate and sustain GIA's culture. Make informed and ethical decisions, even in the face of obstacles and uncertainty, that are in the best interest of GIA.
Ensure effective use of resources for the organization as a whole and prioritizes enterprise needs over individual or team objectives.
Create pipelines of talent at all levels from both internal and external pools that enhance industry or domain expertise for GIA.
Serve as a mentor or sponsor/advocate for talent within GIA and in the industry.
Create an environment where diverse people have equal opportunities to contribute and grow.
Inspire followership. Sets a vision that others are excited to pursue.
Create an environment that encourages others to be comfortable in taking risks and innovating.
PROFESSIONAL EXPERIENCE/QUALIFICATIONS
The next President & CEO will be an accomplished, visionary leader who will guide GIA's future growth, relevancy, and impact. The individual selected will passionately advocate for GIA and the industry before diverse audiences globally. The successful candidate will have a solid record of reliable delivery and general management experience, either as a President & CEO or with a proven record of successfully leading several functions. The ideal candidate is an executive-level leader, with professional experience and competencies to lead an innovative, global organization in the gem and jewelry industry. Most importantly, the President & CEO will have a demonstrated record of accomplishment for leveraging various stakeholders to forge a robust vision for an organization in a dynamic, disruptive environment and leading organizational transformation to achieve desired outcomes.
The ideal candidate will possess the following background, experience, and skills:
10+ years' experience with at least 5 years of proven performance as the CEO or other Executive Officer for a global organization with strategic and P&L responsibility.
Strong understanding and knowledge of the gem and jewelry industry, preferably with broad expertise and experience with qualifications.
Impeccable reputation for ethical behavior and integrity.
Board relations and governance experience are highly desirable.
A confident, measured, data-driven, yet agile decision-maker who operates with appropriate speed and conviction while navigating ambiguity.
Understands business on a global scale, including global differences in customers; knows how capital flows operate internationally; understands that different laws and regulations govern business; respects global cultures.
Demonstrated ability to navigate and lead change through disruptions and challenges.
Demonstrates a strong leadership presence with diplomatic communication skills for industry and client relations. Passionate, tactful, balanced, results-driven management and leadership style.
An innovative strategic thinker who can anticipate trends that impact the industry and GIA.
Credibility to influence strategy and policy such that they are considered a leading light in the industry.
Global experience and a proven ability to quickly understand market or geographical nuances. Multi-cultural savvy and diplomacy.
A charismatic leader who galvanizes a global team, develops top table talent, is culturally and politically astute, demonstrates a high degree of emotional intelligence, and ensures a high- performing leadership team is aligned to succeed together.
A strong relationship builder who is personally accessible and a strong listener and communicator.
An inspiring leader who galvanizes their team, develops top talent, is culturally and politically astute, demonstrates a high degree of emotional intelligence, and ensures a high-performing leadership team is aligned to succeed together.
An ability to coach and build competencies in others to ensure capability development across the leadership team and in potential successors.
Proven record of promoting diversity, equity, and inclusion in all aspects of leadership.
A mindset and focus that balances the importance of being purpose-driven, serving the industry's needs (anticipating future needs), and the commercial fundamentals of running a healthy and successful business.
EDUCATION
A Bachelor's degree is required. A Master's degree is highly desirable.
COMPENSATION
A competitive compensation and benefits package will be offered to attract an outstanding candidate.
Job posting range: $650,000.00 - $1,000,000.00
To submit your interest for this opportunity, please share your resume with the below contacts at Korn Ferry:
Chris Von Der Ahe
Senior Client Partner, Consumer Markets Managing Partner, Los Angeles
Phone: ************
*****************************
Lorraine Lavet
Sector Leader, National Association Practice Phone: ************
****************************
Disclaimer: This indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification and it may be changed by management at any time. Other duties may also apply. Nothing in this job description changes the at-will employment relationship existing between the Company and its employees.
President & Chief Executive Officer
President/Chief Executive Officer Job 30 miles from Santee
THE OPPORTUNITY
Following the announcement of Susan Jacques' retirement after over a decade of tremendous leadership, Gemological Institute of America, Inc. (GIA) seeks a visionary, dynamic, and proven leader as its next President & Chief Executive Officer.
Gemological Institute of America, Inc. is the world's leading authority on diamonds, colored stones, and pearls whose mission is to protect consumers and ensure the public trust in gems and jewelry by upholding the highest standards of integrity, academics, science and professionalism in its education, research, laboratory services, and instrument development. A public benefit, nonprofit Institute, GIA is the trusted, global leader of the gem and jewelry industry with a passion to ensure consumer confidence and inspire a world of trust in gems through discovery, innovation, and knowledge. GIA strives to be an indispensable resource of gem knowledge, whose independent, unbiased accuracy creates, promotes, and ensures trust.
This is truly a unique opportunity for an innovative executive to lead and further transform GIA as it evolves into the future. Through strategy, operational excellence, and vibrancy, the next CEO will lead a high- performing team to continue to deliver the innovations and quality service that have long made GIA an iconic brand in and of itself, a crucial member of the gem and jewelry industries, and a trusted resource for consumers globally.
ORGANIZATION OVERVIEW
GIA was founded in 1931 by former retail jeweler Robert M. Shipley and his wife, Beatrice, who recognized the need for a comprehensive approach for understanding and evaluating gemstones and cashed in their savings to establish GIA. GIA was developed as a place for gemological study and research and as an educational resource that organized and shared gem knowledge with the industry and the public. In the 1950s, GIA created the international standard for describing diamond quality: the 4Cs (Color, Cut, Clarity and Carat Weight) and the GIA International Diamond Grading System™, which is now recognized by the global diamond industry as the standard and language to describe diamonds. Today, GIA and its subsidiaries operate research centers, schools and gem identification and grading laboratories in major gem and jewelry centers around the world.
GIA is headquartered in Carlsbad, California and operates in 11 countries, with 3,400 employees in its eleven grading laboratories, seven schools, five research laboratories and support teams.
GIA has earned a stellar reputation through its commitment to excellence and important consumer protection mission. Over its 93-year history, GIA has educated over 260,000 jewelry professionals worldwide and graded some of the world's most famous diamonds, including the Hope Diamond in the Smithsonian Institution.
KEY RESPONSIBILITIES
GIA's priority is to serve its mission - to ensure the public trust in gems and jewelry by upholding the highest standards of integrity, academics, science and professionalism through education, research, laboratory services and instrument development. It is imperative to preserve and increase global access to GIA's programs, education, products, and services in support of its important mission to protect consumers which also benefits the gem and jewelry industry globally.
The President & CEO will ensure GIA achieves this mission by demonstrating a strategic, visionary mindset and record of accomplishment of innovation and transformation necessary for effectively leading change in a complex global organization, ensuring the continued success and sustainability of GIA.
The President & CEO is responsible for leading the development of GIA's short- and long-term strategies, managing risk, implementing operating plans and initiatives, providing fiscal leadership, and directing all functional organizations toward their achievement. Other specific accountabilities and responsibilities include:
Strategy:
Demonstrate an understanding of the industry and global trade environment and the implications for GIA's future strategy, including economic, geopolitical, legal, regulatory, technological, global market, and cultural aspects.
Ensure that GIA continues to differentiate and distinguish its offerings, including increasing consumer awareness and customer centricity, while maintaining and building upon its already well- established brand of trust and strength in the gem and jewelry trade.
Drive innovation in current and new programs, products, services, and operations to ensure the organization is at the forefront of industry developments.
Advance the state of gemological research, innovate, and ensure continued technology development.
Establish broad global organizational structure to support execution of GIA's mission and maintain effective delivery of GIA's services.
Industry Impact:
Provide the highest value and level of support to the gem and jewelry industry.
Identify opportunities to continue to protect the public trust through GIA's educational activities, research efforts, laboratory services and specialized instrument development and revenue diversification.
Represent GIA globally to the gem and jewelry industry, major clients, government agencies, and the consuming public throughout the world.
Effectively build formal and informal relationship networks outside GIA to enhance and drive GIA's mission forward through collaboration, exchanging of ideas, resources, experience, and expertise that amplify GIA's impact globally.
Influence discussions, trends, and decisions at the industry level given GIA's stellar reputation, trust, and long-standing proven expertise and credibility.
Support the development and implementation of initiatives that address industry challenges and create new opportunities for growth and impact.
Enhance the leadership position of GIA as the world's most trusted gemological authority, foremost gemological research organization, and leading gemological educator in its various areas of activity, and to lessen the burdens of government, thus ensuring fulfilment of its nonprofit mandate.
Reputation:
Protect and preserve the reputation of GIA through everything they do.
Ensure GIA maintains the highest level of ethical standards and integrity in all aspects of operations.
Institutional Leadership:
Develop primary goals, operating plans, policies, and short and long-range strategies to advance the mission of GIA.
Operations:
Preserve and build upon GIA's leadership in laboratory grading, gem identification, and support services for diamonds, colored stones, and pearls.
Provide direction for enhanced service opportunities with GIA Instruments as a gemological instrument and equipment manufacturer and distributor.
Lead GIA toward objectives. Meet with and advise other executives and review results of business operations. Ensure organizational, operational, and financial objectives are met and holds teams accountable to KPI's.
Ensure robust risk management and compliance frameworks to evaluate risk for opportunities and ensure legal and regulatory adherence across all jurisdictions.
Assess the organization's infrastructure and operations globally to ensure alignment with future strategies and objectives.
Financial:
Enhance GIA's ability to acquire the financial strength needed for supporting expanded mission- oriented activities.
Use financial and operational data to build sound business cases for new initiatives or to change existing business processes.
People & Culture:
Serve as a guardian of GIA's Mission, Values, and culture and help others navigate and sustain GIA's culture. Make informed and ethical decisions, even in the face of obstacles and uncertainty, that are in the best interest of GIA.
Ensure effective use of resources for the organization as a whole and prioritizes enterprise needs over individual or team objectives.
Create pipelines of talent at all levels from both internal and external pools that enhance industry or domain expertise for GIA.
Serve as a mentor or sponsor/advocate for talent within GIA and in the industry.
Create an environment where diverse people have equal opportunities to contribute and grow.
Inspire followership. Sets a vision that others are excited to pursue.
Create an environment that encourages others to be comfortable in taking risks and innovating.
PROFESSIONAL EXPERIENCE/QUALIFICATIONS
The next President & CEO will be an accomplished, visionary leader who will guide GIA's future growth, relevancy, and impact. The individual selected will passionately advocate for GIA and the industry before diverse audiences globally. The successful candidate will have a solid record of reliable delivery and general management experience, either as a President & CEO or with a proven record of successfully leading several functions. The ideal candidate is an executive-level leader, with professional experience and competencies to lead an innovative, global organization in the gem and jewelry industry. Most importantly, the President & CEO will have a demonstrated record of accomplishment for leveraging various stakeholders to forge a robust vision for an organization in a dynamic, disruptive environment and leading organizational transformation to achieve desired outcomes.
The ideal candidate will possess the following background, experience, and skills:
10+ years' experience with at least 5 years of proven performance as the CEO or other Executive Officer for a global organization with strategic and P&L responsibility.
Strong understanding and knowledge of the gem and jewelry industry, preferably with broad expertise and experience with qualifications.
Impeccable reputation for ethical behavior and integrity.
Board relations and governance experience are highly desirable.
A confident, measured, data-driven, yet agile decision-maker who operates with appropriate speed and conviction while navigating ambiguity.
Understands business on a global scale, including global differences in customers; knows how capital flows operate internationally; understands that different laws and regulations govern business; respects global cultures.
Demonstrated ability to navigate and lead change through disruptions and challenges.
Demonstrates a strong leadership presence with diplomatic communication skills for industry and client relations. Passionate, tactful, balanced, results-driven management and leadership style.
An innovative strategic thinker who can anticipate trends that impact the industry and GIA.
Credibility to influence strategy and policy such that they are considered a leading light in the industry.
Global experience and a proven ability to quickly understand market or geographical nuances. Multi-cultural savvy and diplomacy.
A charismatic leader who galvanizes a global team, develops top table talent, is culturally and politically astute, demonstrates a high degree of emotional intelligence, and ensures a high- performing leadership team is aligned to succeed together.
A strong relationship builder who is personally accessible and a strong listener and communicator.
An inspiring leader who galvanizes their team, develops top talent, is culturally and politically astute, demonstrates a high degree of emotional intelligence, and ensures a high-performing leadership team is aligned to succeed together.
An ability to coach and build competencies in others to ensure capability development across the leadership team and in potential successors.
Proven record of promoting diversity, equity, and inclusion in all aspects of leadership.
A mindset and focus that balances the importance of being purpose-driven, serving the industry's needs (anticipating future needs), and the commercial fundamentals of running a healthy and successful business.
EDUCATION
A Bachelor's degree is required. A Master's degree is highly desirable.
COMPENSATION
A competitive compensation and benefits package will be offered to attract an outstanding candidate.
Job posting range: $650,000.00 - $1,000,000.00
To submit your interest for this opportunity, please share your resume with the below contacts at Korn Ferry:
Chris Von Der Ahe
Senior Client Partner, Consumer Markets Managing Partner, Los Angeles
Phone: ************
*****************************
Lorraine Lavet
Sector Leader, National Association Practice Phone: ************
****************************
Disclaimer: This indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification and it may be changed by management at any time. Other duties may also apply. Nothing in this job description changes the at-will employment relationship existing between the Company and its employees.
Chief Operating Officer, MMA
President/Chief Executive Officer Job 9 miles from Santee
Chief Operating Officer (COO) Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 15,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as the Chief Operating Officer (COO) at Marsh McLennan Agency (MMA).
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Chief Operating Officer (COO) on the MMA National team, you'll be a highly results-driven and accountable leader who ensures strategy is aligned with strong execution to achieve MMA's long-term goals. Ensuring connectivity across business units, the COO is a strong collaborator with national and regional leaders in both day-to-day operations and while navigating organizational changes.
Reporting directly to the President, the COO instills a decision-making mindset that balances business needs with the impacts on our colleagues and clients to strike the optimal balance of efficiency, quality and an overall efficient operating structure. As a unifier across the business, the COO encourages an entrepreneurial mindset that is driven by the field and enabled by our national platform.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
Strategy
* Works with the President, executive team and business leaders to define and drive the company's vision and strategic and operational goals
* Communicates and understands the company's vision, values, value propositions and culture to reinforce decisions, processes, and roles within that context
* Designs and executes projects, goals, and other initiatives within context of the company's overall vision and strategy; establishes KPIs and benchmarks to track progress and optimize results
* Partners with the broader executive and senior leadership teams to ensure there are clear and executable plans in place to accomplish projects and initiatives designed to achieve long-term strategy and vision
Operational Effectiveness and Efficiency
* Runs a highly effective operation across the company and within regions; actively seeks opportunities in all functional areas to optimize operations, drive scale and increase productivity
* Leads the COO Strategy Team in identifying strategic and operational needs across the business to drive efficiency, quality, and a best-in-class colleague and client experience; plays a key role in gaining broad perspectives, buy-in and support from stakeholder groups to ensure our business remains field led and nationally supported
* Partners with the President, CFO and broader executive team to structure annual plans to achieve efficiency targets; accountable for the on-going delivery of cost efficiencies year-over-year by eliminating unnecessary expense without impacting the quality of our client or colleague experience
* Enables and promotes cross-functional collaboration nationally and regionally to ensure annual projects are clearly defined, resourced, and achievable; contemplates broad changes happening across the business to best determine implementation timelines to allow for greatest success based on competing priorities
* Ensures processes start with the end in mind. Masters the most effective path to the desired result, effectively balancing the needs of the business with those of our colleagues and clients. Partners with Legal, Compliance and Controllership to ensure appropriate processes and controls are in place to mitigate business risks
Business Transformation and Change Management
* Leads transformational initiatives across the enterprise in a way that's aligned with MMA's long-term vision and strategy
* Establishes and follows change management best practices and sets an example for other leaders within the organization. Fosters an interdisciplinary approach and engages other departments to achieve outcomes
* Identifies the impact of change on stakeholders and makes recommendations on how to successfully execute a change management strategy to achieve desired results
* Demonstrates the ability to use project planning and tracking tools and leverages these tools to foster accountability, keep stakeholders informed, aware of key milestones and progress that is being made toward achieving desired results
Technology and Innovation
* Provides executive oversight of MMA's Information Technology team, collaborating closely with the Chief Information Officer and other leaders within the extended MMC Technology team to deliver an outstanding tech-enabled colleague experience
* Manages a technology strategy and roadmap that matches current and future business needs with internal and external solutions; maintains a finger-on-the-pulse of emerging technology and cutting-edge solutions to solidify MMA's place as a technology leader
* Leads teams responsible for designing, implementing, and administering MMA's agency management system and bolted-on technology
* Leads efforts to leverage technology to increase automation, scalability, innovation and overall business results
Essential requirements:
* Proven experience as a COO, or in a senior or executive level operational leadership role within a complex, large scale organization within the insurance industry
* Track record of leading organizations through complex change impacting multiple business functions and geographies
* Demonstrated strengths in the areas of strategic planning, setting workplace culture, organizational development, technology and innovation, and transformational change
* In-depth knowledge of insurance brokerage operations across all departments and areas of the business
* Data-driven mindset with strong analytical, decision making and problem-solving skills
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
* Generous time off, including personal and volunteering
* Tuition reimbursement and professional development opportunities
* Charitable contribution match programs
* Stock purchase opportunities
To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: **********************
Follow us on social media to meet our colleagues and see what makes us tick:
* ************************************
* **********************************
* *****************************
* *******************************************************
The applicable base salary range for this role is $235,000 to $400,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI
Chief Operating Officer
President/Chief Executive Officer Job 9 miles from Santee
Impact Lives, Impact Community Family Health Centers of San Diego (FHCSD) is passionate about providing exceptional health care to all, especially underserved communities with limited health care options. Founded by a Latina grandmother/community advocate over 50 years ago in Barrio Logan, FHCSD has grown into one of the largest community health systems in the country. With over 90 sites, over 227,000 patients, and over 1.1 million healthcare visits last year, we provide a wide variety of health care and outreach services to a very diverse patient population. We are proud of our mission, our lasting community impact, and the cultural and individual diversity of our staff.
Family Health Centers of San Diego is looking for a Chief Operating Officer (COO) to work under direction of the President. The COO has operational oversight in planning, directing, coordinating and supervising all aspects of clinic and departmental operations. Responsible for integrating programs and systems to facilitate service delivery, improve efficiency, and enhance patient care. Ensure clinic sites provide efficient and high-quality patient care. Participate in long-term planning, and implementation of services in an increasingly complex regulatory environment.
The COO works with top-level executives to devise strategies and policies to meet the organization's objectives and goals, and reports on the performance of the various departments under the COO's supervision directly to the President and then the CEO and develops high-level reports for senior staff and the Board.
Must be driven to succeed, have the ability to handle multi-priorities; manage the stress of multiple, concurrent demands; proven analytical skills, has an excellent track record with deployment and execution, possess excellent communication and interpersonal skills; and a good steward of the organization's culture and strong community history. Must be familiar with the inner workings of all departments, and possess in-depth knowledge of government regulations, statutes, and operational practices and federally qualified health centers.
Responsibilities:
* Actively monitor clinic and departmental operations to ensure both services and patient care are at the highest level of quality and performance; insert improvement processes when needed.
* Working in a team with top-level executives to devise strategies and policies to meet company goals; strong emphasis on the work of integration of automation and technology throughout all departments.
* Management and supervision of the day-to-day operations of various departments. Ensures prompt hiring of well-trained, qualified, and engaged employees at all times, with a focus on ensuring employees reflect the racial and ethnic composition of our patients and clients.
* Manages with a sense of urgency, all assigned projects and deliverables.
* Ensure the operating policies, procedures and systems at clinic sites are implemented and monitored in support of the company's mission, strategic goals and objectives.
* Managing budgets, hiring and contracting, contract and business negotiations.
* Leads strategic operational initiatives that drive sustainable growth and exceptional care delivery
* Communicate direction to leadership regarding operational activities and strategic initiatives.
* Maximizes space utilization within sites to ensure financial metrics are met or exceeded
* Ensures a top-down focus on quality metrics resulting in achievement of high-performance levels on all HEDIS/UDS quality metrics
* Balances staffing at sites to ensure patient access measures are met and human capital budgeted costs are not exceeded
* Energizes, motivates and develops staff to function at the top of their scope and service delivery abilities
* Analyzing audit reports and formulating improvements to departmental workings.
* Coordinating inter-departmental activities and delegating responsibilities to subordinates.
* Compiling performance reports and reporting to the EMC, President, and CEO.
* Possesses current understanding of and ensures compliance with all laws, government regulations, related statutes, and enforces adherence with standards of oversight entities that include: DHCS, CDPH, DOJ, OIG, DHHS, BPHC, FTCA, NHSC, etc.
* Promotes performance excellence with Joint Commission, NCQA, Licensing, HEDIS and others to ensure attainment of quality metrics at the highest level possible though a systematic process of external evaluation and reviews for completeness and accuracy.
* Represents the company; works to preserve FHCSD's strong reputation among multiple stakeholders.
* Develops key external contacts that ensure success in achieving the goals of FHCSD.
* Focuses on consensus building efforts and the development of strategic planning and achievement of strategic initiatives.
* Monitors company financial and operational performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances.
* Increases revenues and income through proactive attainment of contracts, cost management, fund development and innovative leveraging.
* Updates job knowledge by remaining aware of new regulations, participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.
* Collaborate with the President and CEO in determining the need for new or expanded services and develop and implement plans for the infrastructure of systems, processes, and personnel designed to accommodate the rapid growth objectives of the organization.
* Continuously evaluate employee placement and performance to ensure each clinic/program site has the skills and experience in place for current and future operations.
* Monitor the attainment of goals and budget projections while contributing to the fiscal health of clinic operations.
* Continuously monitor staffing levels, job design, and employee assignments to ensure the overlap of sufficient knowledge and skills through the use of cross-training and succession planning.
* Develop and administer performance management strategies to include measuring appropriate performance standards and metrics.
* Develop and implement operational policies, identify gaps, ensure business operates within the established framework of FHCSD; monitor the adherence of policies and procedures across designated clinic sites.
* Foster a positive, success-oriented, accountable environment within the organization.
* Act as a professional advisor and mentor to new leaders and potential leaders in the organization.
* Utilize LEAN principles and strategies to promote integration of services and continuous process improvement
* Perform other duties as assigned.
Requirements:
* Master's degree in a business field or a Master of Business Administration. Education may include a marketing or finance degree, if combined with advanced degree(s) in healthcare administration. A Nursing degree may be acceptable if combined with an advanced business degree.
* Traveling between sites and other locations is required as an essential function of the job. Must have a car, a valid California driver's license, and proof of minimum levels of car insurance as required under California law, although limits of $100,000 are recommended. An acceptable driving record is also required. California law requires all drivers to obtain a valid California driver's license within ten days of establishing residency. Mileage and other reimbursement governed by policy.
Experience/Specialized skills (including Language)
* A minimum of 10 - 20 years of progressively responsible experience as a senior healthcare executive in multiple healthcare positions is required.
* FQHC knowledge and experience required.
* Demonstrable experience and expertise working at a high level and coordinating teams on project design and implementation are of paramount importance.
* Ability to develop financial forecasting models and create new revenue streams to support initiatives.
* Held oversight positions for large numbers of employees, directly and indirectly, effectively developing communication systems to facilitate high degree of effectiveness and collaboration.
* Ability to strategically plan and competently execute high priority projects, through coordinating political and external stakeholders.
* Experience working strategically with state and national advocacy groups in cultivating legislation to support the health center's mission.
* Experience in developing a company's operational procedures and a system of policies and practices.
* Capital expansion planning and execution experience including system-wide automation efforts and construction planning and project implementation.
* Demonstrable knowledge in the management of electronic systems, familiarity with management of information technology and enterprise development.
* Responsible for a pleasant and productive workplace and foster communication and cooperation among different branches of the company.
* Solid experience in negotiating managed care contracts, pay 4 performance programs, and planning and implementing rate methodologies for cost reporting.
* Experience in fund development, governmental relations, human resource management, operational oversight of medical care delivery systems, optimizing the patient experience, creating greater market share, LEAN implementation and sustainability, master plan development, and strategic planning.
* Bilingual (Read, Write, & Speak) in English/ Spanish while not required, is preferred.
* Demonstrated skills in customer and patient satisfaction with strong service recovery skills.
* Demonstrated track record of working with physicians and other providers preferred.
* Excellent knowledge of payor systems, billing and utilization review.
* Knowledge of budget preparation, budget management and financial accountability required.
* Possess strong analytical skills, advanced computer skills, and good oral and written communication skills.
* Excellent critical thinking and problem-solving skills.
* Outstanding ability to work well independently and within the group process.
* Knowledge of supervisory practices and techniques, to include performance management and employee development.
* Successful track record of leading and driving positive change through others.
Rewards:
* Job type: Regular Full-Time
* Competitive Salary with Excellent Benefits
* Retirement Plan with Employer Match
* Paid Time Off, Extended Sick Leave and Paid Holidays
* Medical/Dental/Vision/FSA/Life Insurance
* Employee Discounts and Wellness Programs
#IndAdmin
The successful candidate will have a demonstrated commitment to community medicine and providing culturally competent care to the medically underserved.
In the spirit of pay transparency, we are excited to share the base range for this position, exclusive of fringe benefits.
$330,000.00 - $375,000.00
If you are hired at Family Health Centers of San Diego, your final base salary compensation will be determined based on factors such as geographic location, jurisdictional requirements, skills, education, and/or experience. In addition to these factors - we believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is what we reasonably expect to pay for the role. Hiring at the maximum of the range would not be typical in order to allow for future and continued salary growth. We also offer a generous compensation and benefits package (more information on our benefits offerings is available here: FHCSD Wellness - Employee Hub (gobenefits.net)
Chief Operating Officer (Administrator III)
President/Chief Executive Officer Job 9 miles from Santee
The Chief Operating Officer (COO) is essential in overseeing the IT Division's operational, resource management, and human resources functions. This position is responsible for managing technical outreach and service delivery, ensuring the alignment of IT services with campus needs, and overseeing various services, including project portfolio management, data governance, strategic initiatives, and continuous process improvement. The COO manages IT operations, ensuring alignment with budgetary realities and organizational goals while maintaining compliance with SDSU, CSU, California, and federal laws and policies. Additionally, the role involves close collaboration with senior leadership to drive strategic IT initiatives, enhance community satisfaction, and improve the efficiency and effectiveness of IT services across the campus.
The COO provides technical outreach and new services via a two-way integrated channel to understand campus needs, prepare to address them, and disseminate information on progress. The COO establishes and oversees Project Portfolio Management Office services to manage IT Division projects from beginning to end and the overall view of the project portfolio, metrics, health reports, and resourcing.
The COO provides a service and process framework for managing IT Division data governance, service level agreements (SLAs), executive reporting, success metrics, and business process improvement. The COO manages the continuous improvement program for measurement-based service and process improvement, leading IT organizational change management and communication practices.
The COO plays a pivotal role in shaping and executing the IT Division's strategic initiatives by establishing and maintaining a framework to identify, prioritize, and execute them across the IT Division. This involves leveraging data-driven insights, fostering cross-functional collaboration, and engaging with campus stakeholders to define high-impact goals. The position oversees programs designed to optimize IT service delivery, support digital transformation, and strengthen operational excellence. It focuses on scalability, sustainability, and inclusivity to meet the campus community's evolving needs while driving strategic priorities forward.
The COO oversees the IT Finance and Administration (ITFA) director and the HR Business Partner, who manages IT HR operations, including recruitment, onboarding, offboarding, performance evaluation, time reporting, volunteers, and all other HR processes. The COO ensures alignment between IT HR strategies and organizational goals, fosters a collaborative work environment, and promotes professional development within the IT Division. Additionally, the COO oversees workforce planning and HR resource allocation, ensuring compliance with the California State University Employees Union (CSUEU) and other personnel guidelines.
The COO works with the VPIT/CIO, Deputy CIO, and IT senior leadership team to lead SDSU in effectively delivering strategic university and IT projects, centers, and initiatives. The COO is a key contributor to the IT Division's strategic and budgetary planning, achievement of strategic objectives, and continuous improvement activities. The COO is responsible for identifying administrative and technical IT projects to increase efficiencies, enhance client experience/satisfaction, and realize significant cost savings and revenue generation. The COO develops standards and near and long-term goals for improving campus applications and administrative systems.
Position Information
This is a full-time, at-will role, offering comprehensive benefits.
Position is designated exempt under FLSA and is not eligible for overtime compensation.
Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs.
This position is approved for partial telecommuting with onsite work in San Diego.
Department Summary
The IT Division and the OneIT Community provide San Diego State University with the core information technology infrastructure and services that support the university's learning, research, and outreach mission. The Unit's mission is inherently a shared services approach to collaboration across our campuses, colleges, administrative, and auxiliary units.
For more information regarding the Information Technology Division, click here.
Education and Experience
Advanced Degree is required, a Doctoral degree is preferred.
At least 10 years of technology leadership focused on providing IT support and services (overseeing technical support, help desk, and workflow automation).
At least 5 years of implementing organizational changes to reach key progress indicators defined by an explicit model for collaboration.
Excellent communication skills, both written and oral, with a particular focus on the facilitation of generative discussions that lead to action items tied to clear outcomes.
Leadership experience in creating and executing resource management plans, including budget allocation, to reach key progress indicators.
Knowledge and experience in creating strategic and implementation plans for community collaborative frameworks for IT personnel.
Preferred Qualifications
Experience leading strategic initiatives, managing research budgets, and establishing and maintaining relationships with faculty and external consultants.
Experience with project management, particularly the RACI model for understanding roles and responsibilities, the RVUE model for project prioritization, and using an X-Matrix and Balanced Score Cards for strategic planning and road mapping.
Experience with IT workflow automation and analytics tools such as ServiceNow
Senior leadership role in information technology organizations.
Management experience in higher education focusing on complex multi-divisional information technology collaborations.
Understanding CSU job titles and career ladders, focusing on examining and understanding IT work in a complex collective bargaining environment.
Teaching experience in higher education.
Compensation and Benefits
At San Diego State University, we value our team members and offer a competitive salary that reflects your qualifications and experience. But that's just the beginning! Our exceptional benefits package is designed to support your well-being and work-life balance:
Generous Leave Benefits: Enjoy 15 paid holidays, 24 vacation days, and 12 sick days per year.
Retirement Security: Benefit from a CalPERS defined benefit pension plan, with reciprocity with the UC Retirement Plan, plus retiree healthcare benefits.
Comprehensive Health Coverage: Access a variety of health, dental, and vision plans at no or low cost to you.
Educational Opportunities: Take advantage of the California State University system fee reduction program for yourself or a qualified dependent.
Voluntary Benefits: Opt into additional benefits like Auto & Home Insurance, Life and Disability Insurances, a Legal Plan, Pet Insurance, and the ScholarShare 529 Plan for college savings.
The expected hiring salary for this position ranges from $175,000 to $200,000 annually.
SDSU Values
At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion.
Principles of Community
At SDSU, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university.
SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another.
Equal Opportunity and Excellence in Education and Employment
All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Initial review of the required application materials, including cover letters and resumes, will begin on February 21, 2025. To receive full consideration, apply by February 20, 2025. The position will remain open until filled.
The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position.
SDSU is a smoke-free campus. For more information, please click here.
Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Taylor Jaress at tjaress@sdsu.edu.
Vice President and General Manager, Defense Communications
President/Chief Executive Officer Job 9 miles from Santee
Business Unit:Cubic DefenseCompany Details:When you join Cubic, you become part of a company that creates and delivers technology solutions in transportation to make people's lives easier by simplifying their daily journeys, and defense capabilities to help promote mission success and safety for those who serve their nation. Led by our talented teams around the world, Cubic is committed to solving global issues through innovation and service to our customers and partners.
We have a top-tier portfolio of businesses, including Cubic Transportation Systems (CTS) and Cubic Defense (CD). Explore more on Cubic.com.Job Details:
Job Summary:
The role of VP/GM is the senior most leader for the Secure Communications business unit within the Defense division of Cubic Corporation. Cubic's Secure Communications solutions deliver adaptive and resilient communications to the military Warfighter. Cubic's Secure Communications provides secure and reliable connectivity through a portfolio of advanced wideband solutions and industry-leading communications technology designed for even the most contested and denied environments. Cubic's Secure Communication's is committed to the continuous innovation of their best-of-breed products and end-to-end solutions that enhance situational awareness and support mission success.
This role will be responsible for the development of business unit strategy, program execution and P&L predictability. This will include marketing plans, product and engineering roadmap and investments, customer and key stakeholder relationships. Responsible for profit and loss, contract performance, including cost, schedule, staffing, and resource management issues. Responsible for employee morale and development and succession planning within product line. This position typically works under limited supervision and direction. Incumbents in this position with regularly exercise discretionary and substantial decision-making authority.
Location: On-site at San Diego HQ
Essential Job Duties and Responsibilities:
· Provides leadership and direction to product line personnel and related disciplines
· Maintains extensive relationships with customer community
· Recommends strategic imperatives, growth strategies, teaming, and product investments
· Supervise, reviews, and support development of cost, technical, and management proposals
· Responsible for win rates and competitive win strategy
· Helps organize and focus business development resources assigned to the business area.
· Formulates research and development priorities and programs
· Obtains customer development funding to augment Cubic IRAD resources
· Responsible for interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; motivating, rewarding and disciplining employees; addressing complaints and resolving problems.
· Develop policies and procedures to maintain the organization's competitive position and profitability.
· Ensure compliance with all contract security requirements.
Minimum Job Requirements:
Four-year college degree required, an MBA or experience in a related field, plus a minimum of fifteen years in senior level leadership roles that supported product and technical deliveries to both commercial and US Military customers. Ability to communicate effectively with executive management, staff and customers. Manage research and development staff. Advanced technical and analytical skills necessary to organize, plan and execute multiple programs simultaneously. Proven interpersonal skills needed to interact in delicate, sensitive and/or complex situations. Active DoD security clearance is preferred. Ability to travel up to 25% as required
Preferred Qualifications:
· Military communications background / experience in protected waveforms and secure satellite communications.
· Significant experience developing secure communications programs.
Cubic Pay Range:
$252,942 - $309,151 + benefits.
The Cubic pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.
Worker Type:Employee
Chief Operating Officer
President/Chief Executive Officer Job 9 miles from Santee
KR Wolfe is looking to add an experienced COO to their team. KR Wolfe is a women-owned and operated small business with administrative offices located in San Diego, CA. KR Wolfe services clients nationwide with teams of General Contracting Specialists and Systems Integration Specialists focused on construction and proprietary systems integration within the medical, education, commercial, government, and solar fields.
Job Summary
The Chief Operations Officer (COO) will oversee the company's daily administrative and operational functions. The COO will work closely with the CEO and other C-Suite executive team members to execute the CEO's vision, oversee operational policies and procedures, develop and implement strategies that ensure and enhance the efficiency and effectiveness of the company's operations, manage day-to-day operations including finance, human relations, sales & marketing, and information technologies
Essential Duties and Responsibilities
Communicate strategies and policies to employees, lead and manage the administrative team, ensuring efficient and effective operations across all departments
Ensure communication and implementation of Mission, Vision and Values across the company.
Setting and aligning company goals for performance and growth,
Create and manage administrative department performance metrics to report to executives and owners
Serves as the primary point of contact for resolving administrative department issues related to operations, human resources, marketing, and IT
Create, review, negotiate, and implement client contracts, vendor contracts and Master Service Agreements
Develop, enhance, and implement operational policies and procedures to ensure efficiency, compliance, profitability and scalability
Guides administrative teams with the design and implementation of company standardized document review including, but not limited to, Standard Services Agreements, Employee Handbook, Standard Operating Procedures, etc.
Work with the Chief Financial Officer (CFO) and administrative departments to monitor business performance, reduce costs, develop and manage the operational budget and perform business planning
Assist the CFO with business valuation, capabilities statements, and overall business portfolio planning
Build robust network with peers, mentors and leaders across various functions in order to stay informed about trends in the industry and drive organizational success.
Identify company growth triggers and scale planning
Participate in annual business insurance negotiations and renewals
Participate in annual employee benefit renewals and the evaluation of offerings
Maintain licensing review and renewals
Identify and mitigate operational risks, ensuring business continuity and resilience
All additional tasks as requested by the executives and owners
Qualification Standards
Minimum 5 years' experience in a Chief Operating Officer role for a national organization with $50 million in sales
Experience working in complex ERP systems
Experience with contract creation, negotiation, and review
Strong leadership and management skills
Excellent strategic planning and organizational abilities
Excellent communication and interpersonal skills
Ability to work collaboratively with cross-functional teams
Strong problem-solving and decision-making abilities
Bachelor's degree in business administration, Management, or a related field; MBA/JD or equivalent advanced degree preferred
Compensation and Benefits
$150,000.00 to $200,000.00 annual salary
Health, Dental, Vision Benefits
401K Contribution and Match
Paid Time Off
U.S. Private Bank - Private Banker - Vice President or Executive Director
President/Chief Executive Officer Job 9 miles from Santee
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
U.S. Private Bank - Private Banker - Vice President or Executive Director
President/Chief Executive Officer Job 9 miles from Santee
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
U.S. Private Bank - Private Banker - Vice President or Executive Director
President/Chief Executive Officer Job 9 miles from Santee
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Chief Operating Officer (Administrator III)
President/Chief Executive Officer Job 9 miles from Santee
The IT Division and the OneIT Community provide San Diego State University with the core information technology infrastructure and services that support the university's learning, research, and outreach mission. The Unit's mission is inherently a shared services approach to collaboration across our campuses, colleges, administrative, and auxiliary units.
For more information regarding the Information Technology Division, click here.
Education and Experience
* Advanced Degree is required, a Doctoral degree is preferred.
* At least 10 years of technology leadership focused on providing IT support and services (overseeing technical support, help desk, and workflow automation).
* At least 5 years of implementing organizational changes to reach key progress indicators defined by an explicit model for collaboration.
* Excellent communication skills, both written and oral, with a particular focus on the facilitation of generative discussions that lead to action items tied to clear outcomes.
* Leadership experience in creating and executing resource management plans, including budget allocation, to reach key progress indicators.
* Knowledge and experience in creating strategic and implementation plans for community collaborative frameworks for IT personnel.
Preferred Qualifications
* Experience leading strategic initiatives, managing research budgets, and establishing and maintaining relationships with faculty and external consultants.
* Experience with project management, particularly the RACI model for understanding roles and responsibilities, the RVUE model for project prioritization, and using an X-Matrix and Balanced Score Cards for strategic planning and road mapping.
* Experience with IT workflow automation and analytics tools such as ServiceNow
* Senior leadership role in information technology organizations.
* Management experience in higher education focusing on complex multi-divisional information technology collaborations.
* Understanding CSU job titles and career ladders, focusing on examining and understanding IT work in a complex collective bargaining environment.
* Teaching experience in higher education.
Compensation and Benefits
At San Diego State University, we value our team members and offer a competitive salary that reflects your qualifications and experience. But that's just the beginning! Our exceptional benefits package is designed to support your well-being and work-life balance:
* Generous Leave Benefits: Enjoy 15 paid holidays, 24 vacation days, and 12 sick days per year.
* Retirement Security: Benefit from a CalPERS defined benefit pension plan, with reciprocity with the UC Retirement Plan, plus retiree healthcare benefits.
* Comprehensive Health Coverage: Access a variety of health, dental, and vision plans at no or low cost to you.
* Educational Opportunities: Take advantage of the California State University system fee reduction program for yourself or a qualified dependent.
* Voluntary Benefits: Opt into additional benefits like Auto & Home Insurance, Life and Disability Insurances, a Legal Plan, Pet Insurance, and the ScholarShare 529 Plan for college savings.
The expected hiring salary for this position ranges from $175,000 to $200,000 annually.
SDSU Values
At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion.
Principles of Community
At SDSU, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university.
SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another.
Equal Opportunity and Excellence in Education and Employment
All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Initial review of the required application materials, including cover letters and resumes, will begin on February 21, 2025. To receive full consideration, apply by February 20, 2025. The position will remain open until filled.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position.
SDSU is a smoke-free campus. For more information, please click here.
Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Taylor Jaress at ****************.
Advertised: Feb 07 2025 Pacific Standard Time
Applications close:
U.S. Private Bank - Private Banker - Vice President or Executive Director
President/Chief Executive Officer Job 9 miles from Santee
JobID: 210567000 JobSchedule: Full time JobShift: Base Pay/Salary: San Diego,CA $170,000.00-$225,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Chief Operating Officer (Administrator III)
President/Chief Executive Officer Job 9 miles from Santee
The Chief Operating Officer (COO) is essential in overseeing the IT Division's operational, resource management, and human resources functions. This position is responsible for managing technical outreach and service delivery, ensuring the alignment of IT services with campus needs, and overseeing various services, including project portfolio management, data governance, strategic initiatives, and continuous process improvement. The COO manages IT operations, ensuring alignment with budgetary realities and organizational goals while maintaining compliance with SDSU, CSU, California, and federal laws and policies. Additionally, the role involves close collaboration with senior leadership to drive strategic IT initiatives, enhance community satisfaction, and improve the efficiency and effectiveness of IT services across the campus.
The COO provides technical outreach and new services via a two-way integrated channel to understand campus needs, prepare to address them, and disseminate information on progress. The COO establishes and oversees Project Portfolio Management Office services to manage IT Division projects from beginning to end and the overall view of the project portfolio, metrics, health reports, and resourcing.
The COO provides a service and process framework for managing IT Division data governance, service level agreements (SLAs), executive reporting, success metrics, and business process improvement. The COO manages the continuous improvement program for measurement-based service and process improvement, leading IT organizational change management and communication practices.
The COO plays a pivotal role in shaping and executing the IT Division's strategic initiatives by establishing and maintaining a framework to identify, prioritize, and execute them across the IT Division. This involves leveraging data-driven insights, fostering cross-functional collaboration, and engaging with campus stakeholders to define high-impact goals. The position oversees programs designed to optimize IT service delivery, support digital transformation, and strengthen operational excellence. It focuses on scalability, sustainability, and inclusivity to meet the campus community's evolving needs while driving strategic priorities forward.
The COO oversees the IT Finance and Administration (ITFA) director and the HR Business Partner, who manages IT HR operations, including recruitment, onboarding, offboarding, performance evaluation, time reporting, volunteers, and all other HR processes. The COO ensures alignment between IT HR strategies and organizational goals, fosters a collaborative work environment, and promotes professional development within the IT Division. Additionally, the COO oversees workforce planning and HR resource allocation, ensuring compliance with the California State University Employees Union (CSUEU) and other personnel guidelines.
The COO works with the VPIT/CIO, Deputy CIO, and IT senior leadership team to lead SDSU in effectively delivering strategic university and IT projects, centers, and initiatives. The COO is a key contributor to the IT Division's strategic and budgetary planning, achievement of strategic objectives, and continuous improvement activities. The COO is responsible for identifying administrative and technical IT projects to increase efficiencies, enhance client experience/satisfaction, and realize significant cost savings and revenue generation. The COO develops standards and near and long-term goals for improving campus applications and administrative systems.
Position Information
This is a full-time, at-will role, offering comprehensive benefits.
Position is designated exempt under FLSA and is not eligible for overtime compensation.
Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs.
This position is approved for partial telecommuting with onsite work in San Diego.
Department Summary
The IT Division and the OneIT Community provide San Diego State University with the core information technology infrastructure and services that support the university's learning, research, and outreach mission. The Unit's mission is inherently a shared services approach to collaboration across our campuses, colleges, administrative, and auxiliary units.
For more information regarding the Information Technology Division, click here.
Education and Experience
Advanced Degree is required, a Doctoral degree is preferred.
At least 10 years of technology leadership focused on providing IT support and services (overseeing technical support, help desk, and workflow automation).
At least 5 years of implementing organizational changes to reach key progress indicators defined by an explicit model for collaboration.
Excellent communication skills, both written and oral, with a particular focus on the facilitation of generative discussions that lead to action items tied to clear outcomes.
Leadership experience in creating and executing resource management plans, including budget allocation, to reach key progress indicators.
Knowledge and experience in creating strategic and implementation plans for community collaborative frameworks for IT personnel.
Preferred Qualifications
Experience leading strategic initiatives, managing research budgets, and establishing and maintaining relationships with faculty and external consultants.
Experience with project management, particularly the RACI model for understanding roles and responsibilities, the RVUE model for project prioritization, and using an X-Matrix and Balanced Score Cards for strategic planning and road mapping.
Experience with IT workflow automation and analytics tools such as ServiceNow
Senior leadership role in information technology organizations.
Management experience in higher education focusing on complex multi-divisional information technology collaborations.
Understanding CSU job titles and career ladders, focusing on examining and understanding IT work in a complex collective bargaining environment.
Teaching experience in higher education.
Compensation and Benefits
At San Diego State University, we value our team members and offer a competitive salary that reflects your qualifications and experience. But that's just the beginning! Our exceptional benefits package is designed to support your well-being and work-life balance:
Generous Leave Benefits: Enjoy 15 paid holidays, 24 vacation days, and 12 sick days per year.
Retirement Security: Benefit from a CalPERS defined benefit pension plan, with reciprocity with the UC Retirement Plan, plus retiree healthcare benefits.
Comprehensive Health Coverage: Access a variety of health, dental, and vision plans at no or low cost to you.
Educational Opportunities: Take advantage of the California State University system fee reduction program for yourself or a qualified dependent.
Voluntary Benefits: Opt into additional benefits like Auto & Home Insurance, Life and Disability Insurances, a Legal Plan, Pet Insurance, and the ScholarShare 529 Plan for college savings.
The expected hiring salary for this position ranges from $175,000 to $200,000 annually.
SDSU Values
At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion.
Principles of Community
At SDSU, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university.
SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another.
Equal Opportunity and Excellence in Education and Employment
All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Initial review of the required application materials, including cover letters and resumes, will begin on February 21, 2025. To receive full consideration, apply by February 20, 2025. The position will remain open until filled.
The person holding this position is considered a ‘mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position.
SDSU is a smoke-free campus. For more information, please click here.
Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Taylor Jaress at ****************.