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Financial Advisor
Financial Advisor
Job Summary:
We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The ideal candidate will be responsible for providing personalized financial advice, developing financial plans, and helping clients achieve their long-term financial goals.
Key Responsibilities:
- Build and maintain strong relationships with clients.
- Build and grow their own book of business.
- Assess clients' financial needs and goals.
- Develop customized financial plans and investment strategies.
- Provide guidance on retirement planning, estate planning, tax strategies, and insurance.
- Monitor clients' financial situations and adjust plans as needed.
- Stay current with financial markets, products, and regulations.
- Maintain compliance with all regulatory requirements.
Qualifications:
- Bachelor's degree in technology or business field.
- Certified Financial Planner (CFP) designation preferred.
- Proven experience as a Financial Advisor or similar role.
- Strong analytical, communication, and interpersonal skills.
- Ability to build trust and long-term relationships with clients.
- Proficiency in financial planning software and tools.
- Required: candidate must hold a Series 7. Candidate must also hold a series 66 or equivalent (such as 63 or 65)
IT Procurement Technician 2
Level Description
4-7 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals. A certain degree of creativity and latitude is required. Works under limited supervision with considerable latitude for the use of initiative and independent judgment. Certified Texas Contract Developer (CTCD), or Certified Texas Contract Manager (CTCM credentials a plus.
Job Description
Possess a current knowledge of business trends, government regulations, software licensing practices, as well as negotiation and pricing techniques, in order to effectively find manufacturers for a particular technology product or service, ensure order fulfillment with vendors and negotiate pricing and delivery schedules.
Additional job details and special considerations
Actively coordinate and participate in the editorial duties of the solicitation package development. Collaborates with HHSC Subject Matter Experts (SME) on the inclusion of program specific information for the procurement documents. Provides high-level technical assistance to Medicaid & Chip Services (MCS), HHSC IT, and other HHSC staff regarding procurement processes and approaches. Coordinates, organizes, and analyzes procurement requirements from multiple program areas within MCS, as well as partner departments. Works closely with Procurement and Contracting Services (PCS) and Legal Services staff on determination of appropriate solicitation method, timelines, procurement posting, and management of the procurement process. Serves as SME in assigned workgroups and training activities, including developing presentations for management and staff.
Requirements:
Candidates that do not meet or exceed the minimum stated requirements (skills/experience) will be displayed to customers but may not be chosen for this opportunity.
- 5 years Required Experience writing Requests for Proposals (RFPs)
- 5 years Required Experience leading JAD sessions to elicit requirements from stakeholders
- 5 years Required Experience developing key performance measures for solicitations and resulting contracts
- 5 years Required Experience performing quality assurance activities on large projects
- 5 years Preferred Experience in Texas Medicaid
- 5 years Preferred Experience creating process flows for AS-IS and TO-BE models
- 5 years Preferred Experience development cost models, pricing workbook and financial requirements
- 5 years Preferred Prior experience developing Federal funding requests (Planning and/or Implementation Advanced Planning Documents)
- 5 years Preferred Knowledge of the State of Texas Procurement and Contract Management Guide
- 5 years Preferred Experience drafting RFPs within Texas state health agencies
- 5 years Preferred Experience negotiating large contracts
Accounts Payable Data Entry
Accounts Payable Data Entry
$15 an hour
Responsibilities:
Process accounts payable exceptions
Process invoices and payments
Meet service level agreements
Requirements:
2+ years of experience in accounts payable processes.
Attention to detail.
Strong communication skills (oral and written).
Strong analytical skills
Good time management skills.
MS Office experience
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Product Owner
Product Owner with P&C San Antonio
Job Responsibilities:
Breaking down features
Creating stories with detailed acceptance criteria for developers to execute upon in Agile.
Prioritizing the team's work.
Providing regular updates on the progress of work
Requirements:
3-5 years of Product Owner experience
3 years’ experience refining features and creating stories with acceptance criteria for a team of developers
Able to support 2 development teams simultaneously
Ability to communicate progress of the work to stakeholders and business owners
Able to manage risk and impediments, problem solve and find solutions
Agile Methodology experience
JIRA experience
;
Process Engineer
Process Engineer – San Antonio
Job Duties:
Work closely with operations to perform process mapping
Create and maintain documentation in ARIS
Report opportunities to leadership
Suggest quality and productivity improvement measures to enhance operational efficiency
Requirements:
3+ years of Process Improvement experience – able to identify efficiency opportunities from current maps and data flow diagrams
Experience with process mapping
Experience documenting and gathering requirements
Excel proficiency - pivot tables, formulas
Aris (highly preferred) but open to iGrafx and Visio
Preferred:
Financial Services experience
Black Belt
;
Loan Origination Call Quality Review Specialist
Loan Origination Call Quality Review Specialist – Phoenix
Responsibilities:
· Listen to recorded loan origination calls and score against a compliance checklist. Validating original call – was the call done right.
· Identify overall compliance related behavior trends and communicate to management
· Understand and perform certain performance metrics, including number of calls monitored and accuracy ratio.
Requirements:
2 years of recent mortgage underwriting, loan origination or similar mortgage experience (loan origination, mortgage processing, mortgage broker, loan officer, secondary marketing experience)
Actively taking mortgage applications
Experience with call monitoring or reviewing calls for mortgage/banking compliance.
Excellent listening skills
Critical thinking skills
High school diploma or GED equivalent.
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eCommerce Digital Product Manager (Landing Pages)
We are seeking eCommerce Digital Product Managers (Landing Pages)
WFH- 100% remote!
Job Responsibilities:
- Use data from the Optimization Advisor to implement and manage a portfolio of pages
- Create road maps for changes and new pages
- Work with design, content, legal, SEO, and marketing teams
- Lead the deployment and page production
- Benchmark competitors landing pages.
Required Experience:
- 5 + years’ creating, managing, and optimizing a large portfolio of landing pages
- 5 + years’ researching and analyzing competitor’s digital product landing pages
- 5 + years’ monitoring and analyzing digital product landing page performance and making recommendations for improvement
- 5 + years’ creating multi-year roadmaps that cover planned creation of new digital product landing pages and optimizations
- 2 + years of SEO experience.
- Digital marketing experience
- Proactive, detail oriented
- Experience with Google or Adobe Analytics
- Strong communication skills
Project Manager
Project Manager – 100% Remote
Required:
6+ years of Project Management experience
6+ years of Building and finalizing project plans
6+ years of facilitating meetings and conversations with project teams and business stakeholders
6+ years of MS Project and MS SharePoint
Strong communication skills
Strong organization skills
Preferred:
Procurement background
System implementation experience
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UX Designer Sr
UX Designer Senior – Plano
Responsibilities:
Lead UX execution for large-scale, complex projects.
Translate business objectives and research findings into high-impact, user-centered solutions.
Apply human-centered design principles and methods to create effective solutions that align with user needs.
Requirements:
6-8 years of large corporate UX design experience.
Ability to demonstrate rationale of in-depth case studies.
Must be able to have functional use of advanced features of Figma – auto layout and responsive design.
Able to deal with complexity on an enterprise-wide level and be able to deal with ambiguity
Strong Figma experience
Design research or HCD experience
UX Designer
UX Designer Plano
Job Responsibilities:
Support the design team by defining business problems and design requirements
Facilitate design sessions
Collaborate with team members to break down complex problems into manageable tasks
Navigate the entire work stream from discovery through delivery.
Participate in research efforts and synthesize findings
Create end-to-end member experiences
Requirements:
4+ years of UX Design
Strong Figma skills experience
UX research knowledge/understanding
Experience with Design Language Systems/Style Guides
Human Centered Design experience or experience with research data
UserZoom experience is a plus.