Join IVX Health as Healthcare Operations Leader in Cincinnati, OH!
Transform patient care across our locations in Colerain, Hyde Park, Union Center, and Crescent Springs.

Are you a strategic operator with a passion for healthcare excellence? IVX Health is seeking a Regional Operations Director to lead our infusion centers throughout the Cincinnati market. In this pivotal leadership role, you'll drive best-in-class performance, cultivate high-performing teams, and ensure that every patient receives compassionate, top-tier care.

What You'll Do

• Lead Market Operations
  • Oversee daily operations across multiple infusion centers, ensuring a seamless and exceptional patient experience.
  • Support P&L for your market, ensuring strong financial and operational performance
  • Act as an escalation resource and problem-solver for operational and clinical challenges.
• Mentor and Develop Team
  • Recruit, mentor, and grow a team of center-level staff
  • Oversee staffing, scheduling, and payroll, driving productivity and accountability
  • Foster a collaborative, patient-centered culture focused on continuous improvement
• Drive Operational Excellence
  • Partner cross-functionally with central teams (Finance, Marketing, Revenue Cycle, and Clinical Leadership) to optimize processes and resolve operational barriers.
  • Support the launch and operational success of new infusion centers.
• Grow Patient Volume
  • Collaborate with Business Development Managers to achieve patient census goals and drive growth across centers.
  • Build and maintain strong relationships with key referral sources and vendor partners.
• Stay Ahead of the Industry
  • Monitor industry trends, regulatory changes, and innovations to continuously enhance patient care and operational performance.

What We Are Looking For

• Bachelor’s Degree in Business Management, Healthcare Administration, or a related field (or equivalent experience).
• Minimum 5 years of leadership experience in a healthcare setting, preferably with multi-site management.
• Experience managing a P&L and leading clinical and administrative teams.
• Proven ability to drive operational excellence while delivering exceptional patient experiences.
• Strong interpersonal, communication, and organizational skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams).
• Join a national leader committed to raising the standard of care in the outpatient infusion space.

Job Summary  
PatientPoint is seeking a Group Product Manager (GPM) to lead the evolution of our content tools, services and API’s. With a focus on product discovery and delivery in partnership with our customer-facing product teams and in alignment with content partners, you’ll be the driving force behind the product team, responsible for solving for the future of PatientPoint’s content capabilities, creating measurable impact, and helping mature best practices as we build our product-led culture. 

In this role, you will operate as a senior player-coach, with accountability for product outcomes for the content platform and enabling outcomes for stream-aligned product teams that support core and Precision products.  You’ll coach, improve and achieve PatientPoint’s product practice standards within the Content Intelligence domain. And you’ll manage a product manager responsible for PatientPoint’s provider hub, determining the future for content tools that are both internally and customer-facing. 

This is a hands-on role that requires strong product instincts, ability to navigate ambiguity with structured thinking, strong data acumen, a sense of urgency, ability to lead through change, and a relentless focus on value creation. 

What You’ll Do  

• Own the strategy, roadmap and outcomes for the content intelligence platform (digital platform and tools used to ingest, store and smartly deliver content to products in provider offices and Precision partner products).  Source information from experts, partners, stakeholders and customers to frame customer problems that are worth solving. Adapt the product strategy and then translate it into meaningful product bets that align with PatientPoint’s mission and OKR’s.   
   
• Be the expert for a product and/or product group.  Serve as the expert for provider content experiences at the point of care, staying informed on market trends, customer needs, and competitive dynamics.  Conduct competitor product teardowns, understand rational for content capability differentiation in the market, and educate product peers and internal partners/stakeholders on opportunities. 
   
• Lead product discovery and delivery. Partner closely with peer product teams, engineering, design, content and business partners to frame the right problems, run structured discovery, validate solutions, and deliver high-quality product experiences.  And ensure alignment with portfolio leadership proactively.   
   
• Champion AI-forward product development. Leverage AI as an enabling capability in every aspect of product development and solutioning – enabling faster alignment, communication, analysis and document creation that power faster-time-to-insights and time-to-market; and best-in-class product capabilities and experiences.   
   
• Drive measurable business impact. Define success through clear KPIs and OKRs tied to engagement, retention, and revenue. Establish dashboards and new metrics as needed.  Continuously assess performance, generate insights, and prioritize with data.  Help the team interpret performance data and iterate quickly. 
   
• Prioritize and effectively manage expectations.  Gather input from your team(s) and working group to inform your perspective, and then prioritize aggressively to focus the team’s investment on the most impactful work to achieve goals.   
   
• Champion Cross-Functional Collaboration. Work closely with Provider Sales, Client Sales, Customer Support, Data, and other partners to ensure alignment, velocity, smooth delivery, and strong go-to-market execution. 
   
• Elevate the Voice of the Customer. Serve as the conduit between the customer, content and the business. Use empathy, insight, and curiosity to deeply understand user needs and behaviors. Iterate/advance tactics used by PatientPoint to build user empathy. 
   
• Lead through influence. Operate as a senior IC who sets direction, raises the bar for product thinking, and contributes to a strong product culture.  Mentor product and sr. product peers, with future people leadership potential.  May manage and coach 1-2 product professionals. 

 
What We Need  

• Bachelor’s degree in Business, Computer Science, Design, Human-Computer Interaction (HCI) or a related field is required. 
• 6+ years of experience in product management, product development, or a related field. 
• Demonstrated success owning and scaling content platform products with measurable outcomes connected to business strategy. 
• Strong product discovery skills and deep experience validating ideas before heavy investment (ex. experience with A/B testing, experimentation frameworks, and hypothesis-driven development). 
• Proven ability to translate strategy into actionable roadmaps and product bets 
• High data literacy and comfort defining, gathering (w/ SQL or similar), tracking, and interpreting product metrics  
• Strong business acumen and ability to balance customer, revenue, and technical considerations  
• Excellent communication and storytelling skills; can align execs, partners and engage teams. 
• Fluency with modern product tools (Jira, Confluence, Looker, Mixpanel, Figma) and Agile methodologies.  
• Fluency with modern AI platforms (Claude, ChatGPT, Figma Make, etc.). 

Desired Qualifications  

• MBA or related Masters degre
• Previous experience at growth- or mature-stage companies with mature product organizations; leveraging a modern product operating model with dedicated prod-eng teams and outcome-led goals.   
• Previous experience in healthcare/health tech, or environment with similar data privacy considerations  
• Previous experience with recommendation systems and mixed media types including articles, video, infographics and innovative formats. 
• Previous experience with DOOH platforms such as BroadSign, SignageOS, or similar is a plus 

What You'll Need to Succeed  

• You can move between strategy and execution with ease - connecting the “why” to the “what” and “how.” 
• You are able to see the field, from internal opportunities to external competition, and define the path toward transformational growth.  You don’t just ship features - you solve real problems and prove it with data. 
• You are self-sufficient in defining the right metrics to track in an unstructured environment, and proficient in pulling the data you need with minimal support. 
• You’re a trusted partner to engineers, designers and business partners, and know how to co-lead with humility and clarity.  You are able to model and mentor product management best practices within your peer group. 
• You are able to mature processes, measurement and product capabilities with some degree of autonomy, connecting dots across the portfolio. 
• You thrive in ambiguity, drive momentum, and keep teams focused on outcomes.  You proactively manage expectations in a complex environment of partners and stakeholders, to sustain alignment and momentum. 
• You advocate for the customer without losing sight of business constraints. 
• You lead through influence and foster accountability without command-and-control tactics.

Base Salary Band: $166,000.00 - $231,700.00

Compensation: At PatientPoint, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including skills, qualifications, geographic location, and professional experience, which can cause your compensation to vary. The base salary range listed is just one component of PatientPoint’s total compensation package for employees. For additional details on our total benefits package, please review the section “About PatientPoint” at the end of this job description.

#LI-ED1 #LI-Remote 

Location: Cincinnati, OH (Hybrid: 2 days in office / 3 days remote) 

Job Summary: 

We are seeking a data-driven and strategic Programmatic Campaign Targeting & Pricing Analyst to support campaign pricing, audience targeting, and digital media strategy across our network. This role sits at the intersection of analytics, programmatic media, and client strategy—primarily focused on campaign pricing and targeting. 

You will partner closely with client sales, strategy & insights, and ad operations teams to design effective, data-informed media campaigns that align with client objectives, maximize inventory utilization, and drive measurable performance. This role plays a critical part in delivering scalable growth through precise targeting and thoughtful pricing strategies  

What You’ll Do: 

Campaign Pricing & Targeting (Core Focus) 

• Design and price point-of-care and programmatic media campaigns that align with client goals and available inventory.  

• Develop targeted campaign structures using audience insights, prescription data, demographics, and market trends.  

• Ensure proposals meet company pricing standards while maximizing yield and growth opportunities.  

• Maintain visibility into inventory availability, historical pricing trends, and competitive dynamics.  

Campaign Strategy & Proposal Development 

• Collaborate with sales teams to build customized, data-driven proposals aligned to client objectives and budgets.  

• Translate client needs into compelling, clear, and strategic media recommendations.  

• Guide stakeholders through programmatic campaign options and targeting strategies.  

Data Analysis & Insights 

• Analyze large datasets to inform targeting and pricing decisions.  

• Support renewal strategies and upsell opportunities through data-backed recommendations.  

Cross-Functional Collaboration & Process Improvement 

• Partner with strategy & insights, client sales, and ad operations teams to align on campaign goals and execution.  

• Contribute to building scalable processes for campaign scoping, targeting, and pricing.  

• Identify opportunities to improve efficiency, accuracy, and performance across workflows.  

 What We Need: 

• 1–3+ years of experience in digital advertising, programmatic media, analytics, or pricing.  

• Advanced Excel skills (pivot tables, lookups, data analysis) and experience working with large datasets.  

• Ability to analyze performance data and translate insights into actionable recommendations.  

 Preferred Qualifications: 

• Bachelor’s degree in Analytics, Advertising, Business, Healthcare, or related field.  

• Experience with Salesforce, Looker, SQL, or similar tools.  

• Strong understanding of programmatic ecosystems (SSPs, DSPs, RTB, DMPs, ad exchanges).  

• Exposure to pharmaceutical or healthcare data.  

 What You’ll Need to Succeed: 

• Strong analytical mindset with attention to detail and a passion for working with data.  

• Excellent communication skills and ability to collaborate across teams and stakeholders.  

• Ability to manage multiple projects in a fast-paced, deadline-driven environment.  

• Curiosity and initiative to continuously improve processes, strategies, and outcomes.  

• A strategic mindset with an interest in evolving programmatic media and targeting capabilities.  

Due to our continued explosive growth, Turf Masters Brands is seeking a highly motivated HR Business Partner who will be responsible for serving as a strategic advisor and operational partner to regional and divisional leaders within the lawn care industry. The ideal candidate will bring a minimum of 7 years of solid experience in Human Resources or People Operations, supporting mult-state locations. Interested candidates must be located in Detroit, MI, St Louis, MO or Cincinnati, OH. This is a hybrid position with required travel.

Education: 
•    Bachelor’s degree in Human Resources, Business Administration, or a related field required.
•    Master’s degree, HR certification (e.g., SHRM-CP, SHRM-SCP, PHR, or SPHR) or Coaching certification preferred.

Experience: 
•    7 plus years’ experience in Human Resources or People Operations supporting multi- state locations in a Business Partner or Generalist role.
•    Workforce and organization planning.
•    Experience handling complex ER investigations and risk assessments. 
•    Leadership coaching and advising management on HR strategy.
•    Prior experience in lawn care, landscaping, agriculture, or other outdoor service industries a plus.

Skills: 
•    Strong business acumen with the ability to translate organizational goals into people strategies.
•    Excellent interpersonal, coaching, and conflict-resolution skills.
•    In-depth knowledge of HR laws, compliance standards, and best practices.
•    Proficient in HRIS, Microsoft Office Suite, and data reporting tools.
•    Exceptional communication and influencing abilities at all organizational levels.
•    Ability to handle confidential information with discretion and professionalism.
•    Strong analytical and problem-solving capabilities with a hands-on approach.

General Responsibilities:
•    Partner with operational leaders to assess workforce needs and develop HR strategies that support company objectives.
•    Align business objectives with people strategies to drive organizational performance, workforce engagement, and a strong company culture. 
•    Provide guidance in talent management, employee relations, performance development, workforce planning, and compliance, ensuring HR initiatives support both employee well-being and business growth.
•    Provide consultation and guidance on employee relations, policy interpretation, and performance management.
•    Support the implementation of company-wide HR programs including talent development, succession planning, and engagement initiatives.
•    Collaborate with recruiting to identify workforce trends and support hiring strategies for field and corporate roles.
•    Analyze HR metrics and provide data-driven insights to improve retention, productivity, and engagement.
•    Coach managers on leadership practices, employee communication, and team performance.
•    Ensure compliance with federal, state, and local employment laws and company policies.
•    Facilitate organizational changes, including restructuring and role transitions, to align with business priorities.
•    Partner with HR leadership on compensation planning, employee recognition, and culture-building initiatives.
•    Act as a trusted resource to employees, promoting a positive, inclusive, and safety-focused workplace culture.

Benefits 

• Competitive pay 
• Health, Dental, Vision, and Life Insurance 
• 401k  
• 401k Matching  
• PTO 
• Paid Holidays 
• Advancement opportunities

We are committed to diversity, equity, and inclusion in the workplace and provide consideration for an employment relationship without regard to race, color, religion, sex, sexual orientation, gender expression, gender identity, genetic predisposition, national origin, ethnicity, disability, veteran status, or any other characteristic protected by federal, state, or local law.

Salary: $100K with a 5% annual bonus

The Front of House Manager  is responsible for managing a team that develops, implements and continuously improves all quality, training, customer experience programs, cash reconciliation and at times the check-in (camera) department to improve accuracy, and operational initiatives, ensure safety, security, and all State and Local regulatory standards are maintained. This position is accountable for executing initiatives that facilitate the achievement of all hospitality goals at PharmaCann.

Essential Functions/ Responsibilities 

• Development of high customer experience standards, to include a customer-oriented culture and industry leading customer engagement through sales training and product knowledge
• Implement a world-class customer service program to drive repeat business through strong local community networking, and customer data capture
• Work closely with GM and other Managers to exceed sales volume and KPI goals
• Work with cross-divisional managers to ensure adequate staffing is scheduled and payroll goals are met
• Comply and audit cash procedures as it pertains to preparing deposits and daily cash reconciliation
• Directly supervise the check-in/camera assigned team to ensure acceptable standards are maintained for the overall safety and upkeep of the dispensary.
• Uphold company standards for merchandise presentation and ensure menu availability is current.
• Deliver results and strategic direction by ensuring day-to-day operations run smoothly through the store team.
• Communicate, work closely, and successfully collaborate with other Managers to achieve the organization’s goals.
• Establish and implement operational policies, standards, and procedures for retail staff.
• Assure that staff within all divisions of responsibility have a thorough understanding of our corporate processes, SOPs, and assist with providing education in areas that need to be addressed.
• Partner with the PharmaCann Human Resources team in the following HR functions:
  • Interview, recruit and hire to fill gaps in open positions in a timely manner based on store performance and volume
  • Train managers and employees in expected customer experience and hospitality standards using appropriate tools such as customer loyalty, customer satisfaction surveys and key KPI’s
  • Develop and maintain a training calendar and ensure associate onboarding and new hire training is complete
  • Ensure continuous training and development with team members through training curriculums that results in consistency across all stores
  • Write and deliver team members’ performance reviews in partnership with GM to determine succession plans, build on members strengths and develop areas for improvement
  • Manage the performance, Performance manage and coach, and discipline team members on performance poor performance and violation of company and compliance policies in partnership with GM and HR
  • Maintain a highly organized and professional documentation of employee issues
• This role may be required to assist with other duties as assigned as well as in other functions of the operation including but not limited to: call center, inventory, delivery acceptance, outreach, security, delivery, and visual merchandising
• Projects a positive image of the organization to employees, customers, industry, and community
• Embodies the culture, values, and tenets of PharmaCann and full support of our purpose, goal, and key objectives

Competencies and Qualifications

• Minimum 21 years of age (or per state regulations)
• Bachelor’s Degree in business, operations management, or a related field is preferred
• Store management experience preferred
• Minimum 2 years’ experience supervising the training, quality, and customer service in retail
• 1 year PharmaCann supervisory experience will be considered in lieu of 2 years supervisory experience
• Minimum 4 years’ retail experience, including a combination of front end and/or inventory responsibilities
• Skilled in Google and/or Microsoft Office Suite
• Experience with significant P&L responsibility
• Strong knowledge of retail technology platforms and systems
• Must possess strong analytical skills to assess data, facts, and figures used to develop strategies designed to improve the business
• Valid Driver's License and ability to successfully pass a Motor Vehicle background check (where applicable)
• Pass a comprehensive background check that includes a criminal history, and obtain and maintain state agent requirements

Starting pay $21/hr

Working Conditions/Physical Requirements 

This job operates in a professional retail store environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. This position requires weekends, nights, overtime as needed, holidays, and flexible work availability.  May require some travel.

While performing the duties of this job, the employee is regularly required to speak and listen.  This employee is frequently required to stand or sit for long periods, walk constantly, use hands or feet, reach with hands and arms, and may be required to lift up to 50 pounds. May be required to work outdoors and/or during inclement weather

Location: Remote  

Travel Requirements: Less than 10%  

Job Summary  

Join PatientPoint, a leading force in digital health, and help us turn every patient touchpoint into an opportunity for impact. Our mission: to empower better health by delivering timely, behavior-changing content in doctors’ offices across the US. With a rapidly expanding network spanning tens of thousands of physician practices and hundreds of thousands of providers, your work here will directly influence how patients and clinicians make decisions… giving you a chance to drive meaningful outcomes at scale.  

PatientPoint is seeking a Product Manager to join our growing Ad Tech team focused on scaling PatientPoints advertising platform, with a focus on our Ad Tech product. This role sits at the intersection of client management, healthcare, media, measurement, and technology, and plays a critical part in delivering relevant, compliant, and high-performing advertising experiences that advance both patient education and partner engagement objectives.  

You will collaborate closely with engineering, analytics, and operational teams to execute a roadmap that delivers seamless programmatic advertising, advanced targeting, and yield optimization across our healthcare-focused digital ad products.  You will collaborate and contribute closely with peers focused on (de-identified) targeting and programmatic monetization.  

What You’ll Do  

• Own and prioritize sprint-level execution, write user stories, groom backlogs, manage trade-offs, and QA deliveries, inform strategy and ensure alignment with business objectives.  
• Collaborate with engineers, analysts, and campaign ops to deliver seamless, secure, and scalable ad experiences across all patient-facing digital endpoints, continuously enhancing ad serving platforms and proprietary ad management tools.  
• Support integrations with SSPs, DSPs, ad servers, creative delivery platforms, and patient engagement platforms.  
• Serve as the primary liaison for the digital advertising product and initiatives you focus on, aligning cross-functional stakeholders across commercial, sales, content, compliance, and technical teams to ensure coordinated execution.  
• Define and monitor success metrics for ad performance; improve instrumentation of, and leverage, analytics to drive ongoing improvements in effectiveness, relevance, and user engagement.  
• Stay informed of industry trends, emerging technologies, and best practices to ensure PatientPoint remains at the forefront of healthcare ad tech innovation.  
• Translate strategic product vision into detailed execution plans  
• Drive post-launch feedback loops and product iteration  
• Contribute to platform documentation, process design, and product enablement materials  

What We Need  

• 3+ years of experience in product management, ideally within Ad Tech, digital media platforms (with a focus on publisher experience), or health tech environments.  
• Deep understanding of publisher side digital advertising systems, including Google Ad Manager, DV360, Kevel, VAST/VPAID standards, SSPs/DSPs, and IAB guidelines.  
• Proven experience integrating data and business systems such as Snowflake and Salesforce with ad server platforms.  
• Strong technical writing skills, proficient at creating detailed, actionable product requirements and documentation.  
• Demonstrated ability to effectively collaborate cross-functionally, balancing both technical and business considerations.  

Desired Qualifications  

• Experience working with patient- or healthcare-related platforms, with a strong understanding of privacy, consent, and regulatory requirements including HIPAA and PHI.  
• Understanding of healthcare marketing compliance, including pharmaceutical advertising regulations.  
• Previous ownership and accountability for revenue-generating products, including budgeting, forecasting, and financial analysis.  
• Technical proficiency with analytics and management tools such as Salesforce, JIRA, Looker, and SQL.  
• Bachelor’s degree in Computer Science or related field, or equivalent practical experience  

What You'll Need to Succeed  

• Ability to drive clarity in a fast-moving, high-ambiguity environment  
• High technical fluency and comfort working with engineers, vendors, and business stakeholders  
• Exceptional communication skills and the ability to lead and collaborate across cross-functional teams.  
• A builder’s mindset and commitment to scalable infrastructure  
• Outcome-driven, always connecting roadmap to measurable result  

Base Salary Band: $90,000-$161,000
 
Compensation: At PatientPoint, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including skills, qualifications, geographic location, and professional experience, which can cause your compensation to vary. The base salary range listed is just one component of PatientPoint’s total compensation package for employees. For additional details on our total benefits package, please review the section “About PatientPoint” at the end of this job description.

Job Title/Position: Vice President of Business Development

Location: Remote, United States 

Reports To: Chief Growth Officer 

About Luminary Hospice:

At Luminary Hospice, we are a mission-driven organization that empowers our team members to shape our culture in order to allow them to provide the highest quality support to patients and families throughout their entire end-of-life journey.

Our mission is to deliver personalized care that radiates compassion and preserves dignity for all that we are honored to serve on their end-of-life journey. We are centered on caring for the whole person – with expert medical care, pain management as well as emotional and spiritual support along with resources, information, and emotional support for families and caregivers. 

About the role:

The Vice President of Business Development is a strategic and hands-on leader responsible for driving census growth and referral development across all markets. Reporting directly to the Chief Growth Officer, this role partners closely with Hospice Care Consultants (HCCs) and market leaders to develop and execute sales strategies, strengthen referral partnerships, and achieve revenue goals.

This leader will build a culture of accountability, coaching, and performance, ensuring that Luminary Hospice is recognized as the provider of choice in every community we serve.

Job Responsibilities: 

• Sales Leadership & Strategy
          •       Collaborate with the Chief Growth Officer to design, implement, and refine sales strategies aligned with organizational growth goals.
          •       Translate organizational objectives into actionable field sales plans, KPIs, and performance metrics.
          •       Monitor performance against targets, identifying trends, risks, and opportunities.

• Team Development & Coaching
          •       Directly oversee Hospice Care Consultants in the field, ensuring consistent execution of sales strategies.
          •       Provide ongoing coaching, training, and mentorship to HCCs to enhance referral development skills.
          •       Foster a high-performance culture built on accountability, recognition, and professional growth.

• Market & Business Development
          •       Build and maintain strong relationships with key referral sources, including physicians, hospitals, skilled nursing facilities, and community partners.
          •       Partner with Executive Directors and operational leaders to ensure alignment between sales activity, census growth, and patient care delivery.
          •       Conduct regular field visits with HCCs to model best practices and support market development

• Collaboration & Reporting
          •       Work closely with cross-functional teams (marketing, operations, HR) to ensure alignment on messaging, brand positioning, and recruitment of top talent.
          •       Provide accurate and timely reporting on sales performance, referral trends, and competitive intelligence to the Chief Growth Officer.
          •       Contribute to the development of growth forecasts and market expansion strategies.
  
  

Job Qualifications: 

        •       Bachelor’s degree in Business, Marketing, Healthcare Administration, or related field (Master’s preferred).
        •       7+ years of progressive sales leadership experience in hospice.
        •       Proven ability to lead field-based sales teams to exceed census and revenue targets.
        •       Strong knowledge of hospice referral networks, healthcare regulations, and payer models.
        •       Excellent communication, coaching, and relationship-building skills.
        •       Data-driven mindset with ability to translate metrics into actionable strategies. 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is frequently required to sit or stand. The employee must occasionally lift and/or move up to 50 pounds. 

Equal Employment Opportunity:

Luminary Hospice is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We do not discriminate against any applicant or employee based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by federal, state, or local laws. We are committed to providing a work environment free from discrimination and harassment, where all individuals are treated with respect and dignity. All employment decisions at Luminary Hospice are based on business needs, job requirements, and individual qualifications.

Compensation and Benefits:

Luminary Hospice offers a competitive compensation package, along with a comprehensive benefits package that includes health, dental, and vision insurance, retirement savings options, and more. Our benefits are designed to support your health, well-being, and long-term financial goals.

Location:  Cincinnati, OH

Job Summary:

In this role, you will lead trade shows and event planning and execution for the Provider Solutions business unit, a critical part of PatientPoint’s customer engagement, acquisition, and retention efforts. The Trade Shows & Events Manager will collaborate with the VP of Events to determine which shows and events PatientPoint will participate in, the rationale and objectives for participating and the key metrics by which success will be measured. 

What You'll Do:

• Collaborate with the VP of Events and Provider Solutions Marketing and Sales teams to define the event strategy  

• Support Sales and Marketing strategies by facilitating participation in key trade shows and events that reach PatientPoint target customers, prospects, and industry influencers 

• Manage end-to-end trade shows and events logistics and execution, including but not limited to sponsor relations, speakers and booth staff, registration, housing, product demos and hardware, booth equipment, marketing materials, transportation arrangements, on-site services, booth staffing schedules travel and accommodation logistics, show services orders and shipping arrangements 

• On-site management of trade shows and events to ensure that they operate smoothly and according to plan  

• Monitor and report on trade show and event budgets at the event level 

• Assist with marketing program execution such as collateral development, direct mail/email campaigns and digital marketing to drive leads and revenue opportunities 

• Partner with Marketing and Corporate Communications to ensure pre-show and post-show communications are scheduled and sent in accordance with the event timeline 

• Travel to various trade shows to manage logistics 

• Evaluate event performance based on marketing/sales objectives and KPIs 

• Ability to present and speak to internal and external stakeholders 

• Proficiency in Word, Excel, Adobe Acrobat, Outlook, and PowerPoint 

• Travel to event site locations +-30% 

• May be required to perform other duties as assigned 

 What We Need:

• Bachelor’s degree in Marketing, Communications, Hospitality, Project Management, or related field 

• 5 – 8 years of experience in B2B trade show and events management 

• Excellent project management skills 

• Must be able to lift up to 50 lbs. on a regular basis (position requires setup and moving of display materials) 

 Desired Qualifications:

• Knowledge of healthcare industry and events 

• Experience with Asana or similar project management software 

• Experience with Salesforce or similar CRM software 

• Experience with Cvent or similar event management software 

• Experience with iCapture or similar lead capture software 

 What You'll Need to Succeed:

• Excellent communication, organization, customer service and project management skills 

• Versatility to multi-task and manage several assignments at a time 

• Ability to manage projects from conception to completion 

• Ability problem-solve under pressure 

• Ability to communicate effectively with internal customers at a management level 

• Willing to work evenings, weekends, and public holidays as needed 

Career Opportunity: Chief Financial and Administrative Officer with Cincinnati Opera in Cincinnati, OH

Are you seeking an executive financial leadership role where your work shapes fiscal strategy and long-term resilience for a celebrated arts institution? Cincinnati Opera may be exactly that opportunity.

Cincinnati Opera seeks a strategic, analytically strong, and collaborative leader to serve as Chief Financial and Administrative Officer (CFAO). This role is a key thought partner to the General Director & CEO and a member of the senior leadership team, providing insight, analysis, and leadership to support the organization’s financial health and long-term sustainability.

Working closely with senior leadership and the Board, the CFAO guides financial strategy in an environment where core finance, accounting, HR, payroll, and IT functions are delivered through a shared-services partnership with the Cincinnati Symphony Orchestra (“CSO”) and trusted third-party providers. The role is focused on planning, forecasting, risk management, and decision support, rather than day-to-day transaction processing or operational execution.

Key Responsibilities

• Serve as Cincinnati Opera’s senior financial executive, responsible for financial strategy, fiscal stewardship, and the integrity of financial reporting and internal controls, reporting directly to the CEO and functioning as the primary financial liaison to the Board of Trustees and its committees.
• Serve as a staff liaison to the Finance & Audit Committee and the Investment Committee.
• Partner with trustee-chairs to develop agendas, provide analysis and recommendations, and present financial data and reports as needed.
• Lead development of the annual operating budget, along with forecasting, scenario planning, and multi-year financial modeling to support the organization’s mission and strategic priorities.
• Develop and maintain financial dashboards, scorecards, and key performance indicators.
• Oversee treasury management, including cash flow planning and relationships with banks, custodians, and investment managers.
• Oversee risk management activities, including insurance coverage and contractual review.
• Provide contract oversight and review, including artist agreements and lease arrangements.
• Serve on a small leadership team managing union relationships and negotiations.
• Manage the external audit process and act as primary liaison to the shared services provider
• Serve as the primary liaison to the CSO’s shared-services teams, ensuring coordination across finance, audit, and HR and that these services consistently meet Cincinnati Opera’s needs.
• In collaboration with Development, oversee gift accounting to ensure accurate records and donor intent documentation for pledges, planned gifts, and restricted and endowment funds.
• Collaborate with the Development team to supply financial modeling, budgets, reporting, and compliance documentation for grant proposals and post-award reporting, ensuring fiscal accuracy and adherence to funder requirements.
• Coordinate with outsourced IT and other professional service providers to ensure alignment and accountability.

Qualifications

• Ability to translate complex financial data into clear insights that support decision-making at the senior leadership and board level, including monitoring performance against budget and identifying trends, risks, and opportunities.
• Experience partnering with senior leaders and boards on long-term financial planning and organizational sustainability in a nonprofit, arts, or other mission-driven organization.
• 5+ years of experience in financial planning, budgeting, forecasting, and financial analysis, including multi-year modeling and scenario planning.
• Experience with accounting, audit, or financial reporting, and the ability to work effectively across strategic and operational finance functions.
• Bachelor’s degree in finance, accounting, economics, business, or a related field, or equivalent professional experience; CPA, advanced degree, or relevant certifications preferred.
• Strong communication skills and a collaborative, solutions-oriented approach, with the ability to build effective working relationships across departments and with external partners.
• Comfort working in a shared-service or outsourced finance environment and coordinating with external professional service providers.
• Commitment to the mission of Cincinnati Opera.

Compensation

• Salary range: $110,000-$125,000, commensurate with experience, plus a competitive benefits package. Reports to General Director & CEO.

About Cincinnati Opera 
Founded in 1920, Cincinnati Opera is one of the oldest and most highly regarded opera companies in the United States. Known for its longstanding partnership with the Cincinnati Symphony Orchestra, a roster of world-class singers, and its spectacular performance venue, Cincinnati Music Hall, Cincinnati Opera has received numerous accolades and awards, including a recent nomination for the prestigious International Opera Award. Cincinnati Opera offers a primary season of performances from June through August (paid attendance 17,000-20,000), plus a host of events throughout the year, including educational programming, small-scale public performances, recitals, and fundraisers.  

Apply online today to join a great team!

Cincinnati Opera is an equal opportunity employer and is committed to creating an inclusive environment where a variety of backgrounds, cultures, orientations, ideas, and talents can flourish. 

#ZR

Job Summary 

PatientPoint is seeking a strategic and hands-on Director, Content Strategy & Activation to build and lead our newly established Content Marketing Center of Excellence. 

This role sits at the intersection of enterprise storytelling, campaign activation, AI-enabled content scaling and measurable business impact. You will architect and operationalize a comprehensive content strategy that supports multiple business units, aligns to enterprise priorities and drives engagement, affinity, demand and retention across our audiences. 

You will manage and mentor a team of content marketers while personally contributing to high-impact content development and campaign integration. This leader must be both a visionary strategist and an execution-oriented operator — someone who can define the roadmap and ensure content delivers measurable business results. 

What You’ll Do  

Enterprise Content Strategy & Narrative Leadership 

• Develop and lead a comprehensive enterprise content strategy aligned to PatientPoint’s brand, growth priorities and revenue goals 

• Build and evolve core narrative frameworks that articulate PatientPoint’s value across providers, life sciences partners, customers and enterprise stakeholders 

• Ensure content strategies reflect distinct buyer journeys, target audiences, value propositions and selling points across business units 

• Identify opportunities to leverage synergies across segments while maintaining audience relevance 

• Continuously monitor shifts in the healthcare, digital health, media and marketing landscape to ensure our content remains credible, differentiated and forward-looking 

Campaign Strategy & Content Activation 

• Partner closely with segment marketing directors to translate campaign strategies into cohesive, multi-channel content plans 

• Ensure campaigns are grounded in strong storytelling and connected to broader enterprise narratives 

• Own campaign content strategy and execution — from concept through deployment 

Owned Media & Content Ecosystem Management 

• Own and evolve PatientPoint’s owned media ecosystem, including website, blog, newsletters and other avenues in which you see opportunity  

• Architect an editorial roadmap aligned to strategic priorities and campaign focus areas 

• Implement a scalable “content atomization” model that repurposes cornerstone assets (research, webinars, case studies) into high-impact derivative content 

• Embed SEO and emerging AI visibility best practices into the content lifecycle to ensure discoverability and authority 

Thought Leadership & Market-Relevant Content 

• Proactively monitor healthcare, digital health, media, policy and marketing industry trends to identify timely opportunities for PatientPoint to contribute a differentiated perspective 

• Rapidly translate breaking news, emerging research, regulatory shifts and cultural moments into relevant, high-quality content that positions PatientPoint at the center of industry conversations 

• Develop clear POV-driven content that articulates PatientPoint’s unique stance on topics impacting providers, patients and life sciences partners 

• Partner cross-functionally to surface frontline insights, customer perspectives and proprietary data that strengthen our authority and credibility 

• Ensure thought leadership content is timely, distinctive and aligned to enterprise priorities while reinforcing our long-term narrative 

• Leverage multiple channels — including blog, social, email, PR collaboration and sales enablement — to amplify our voice in key industry discussions 

Measurement, Analytics & Optimization 

• Establish and lead a robust content analytics and reporting framework 

• Define KPIs tied to engagement, campaign performance, customer engagement and sales enablement effectiveness 

• Translate performance data into actionable insights to refine messaging, formats and distribution strategies 

• Continuously optimize based on business priorities and measurable impact 

Team Leadership & Cross-Functional Collaboration 

• Manage and mentor a team of content marketing managers, setting clear expectations and elevating quality standards 

• Foster a culture of craft, accountability and innovation within the content function 

• Partner cross-functionally with Product, Brand, Demand, Customer Marketing, Sales, Content, Data & Insights, Corp Comms and Customer Success to ensure alignment and consistency 

• Serve as the connective tissue between strategy and execution — ensuring ideas translate into high-quality, business-driving assets 

What We Need 

• 10+ years of progressive experience in content strategy, campaign marketing, or editorial leadership within B2B healthcare, digital health, media or technology environments 

• Demonstrated experience building and scaling content programs across multiple audiences or business units 

• Proven ability to operate at both strategic and hands-on levels 

• Experience leading and developing high-performing creative or content teams 

• Strong editorial judgment and exceptional writing and storytelling skills 

• Experience integrating content into demand generation and campaign strategies 

• Proficiency with marketing technology platforms, CMS, analytics tools, marketing automation systems, SEO tools and generative AI platforms 

• Ability to translate complex healthcare and technology concepts into clear, compelling narratives 

• Bachelor’s degree in Marketing, Communications, Journalism or related field 

• Agency experience preferred  

What You’ll Need to Succeed 

• A clearly defined and operational Content Marketing Center of Excellence 

• Cohesive, enterprise-aligned narrative frameworks – messaging guides, personas, buyer journeys – across business units 

• Campaigns activated through strategic, high-performing content 

• Increased content efficiency and output through AI-enabled workflows 

• Measurable impact on engagement, campaign performance and customer engagement 

• Elevated executive and thought leadership presence in the healthcare ecosystem 

Manager, Commercial Initiatives & Partnerships 

Job Summary 

The Manager, Commercial Initiatives & Partnerships supports the development and execution of enterprise commercial initiatives with a focus on partnership identification, opportunity evaluation, and operational coordination. Reporting to the Executive Vice President of Commercial Initiatives, this role helps translate strategic direction into organized execution by identifying prospective partners, conducting initial opportunity assessments, and coordinating cross-functional workstreams associated with partnership initiatives. 

This role is ideal for a highly organized, analytical, and proactive professional who enjoys supporting new business opportunities through structured research, disciplined project management, and strong stakeholder coordination. 

What You’ll Do    

Partnership Identification & Targeting 

• Research and identify prospective commercial partners based on predetermined targeting parameters and strategic priorities established by commercial leadership. 

• Develop and maintain prospect lists and market scans that surface organizations aligned with partnership criteria. 

• Conduct background research on target partners including market presence, capabilities, potential strategic fit, and commercial relevance. 

Opportunity Screening & Initial Evaluation 

• Conduct first-pass evaluation of partnership opportunities using defined screening criteria including strategic alignment, potential value, operational feasibility, and market relevance. 

• Prepare structured summaries and briefing materials that support leadership evaluation and decision-making. 

• Maintain documentation of opportunities assessed, including evaluation outcomes and next-step recommendations. 

Partnership Project Coordination 

• Coordinate and manage the operational aspects of partnership-related initiatives once opportunities move forward. 

• Track project milestones, deliverables, timelines, and stakeholder responsibilities across internal teams. 

• Ensure cross-functional alignment between sales, marketing, operations, and other internal stakeholders involved in partnership initiatives. 

Partner Account Management 

• Serve as the day-to-day coordinator for an assigned book of commercial partners. 

• Support relationship management activities including meeting coordination, preparation of materials, follow-up actions, and internal communication. 

• Monitor ongoing partnership initiatives to ensure progress against defined objectives. 

Data, Reporting & Initiative Tracking 

• Maintain dashboards, trackers, and reporting tools used to monitor partnership pipelines and initiative progress. 

• Provide regular updates to leadership on partnership activity, project status, and opportunity pipeline. 

• Support documentation, communication, and governance processes to ensure transparency and organization across initiatives. 

Support Advisory Activities 

• Assist in identifying and coordinating advisory relationships relevant to key markets or partnership initiatives. 

• Support preparation of advisory discussions and documentation of insights gathered. 

What We Need    

• 4–7 years of experience in business development, partnerships, project management, commercial operations, or related roles 

• Experience conducting market research, opportunity assessment, or partnership evaluation 

• Strong organizational and project management skills 

• Analytical mindset with ability to structure information and summarize insights clearly 

• Strong written and verbal communication skills 

• Experience coordinating cross-functional initiatives or projects 

Desired Qualifications   

• Bachelor's degree from an accredited institution 

• Ownership & reliability – A dependable contributor who takes responsibility for assigned workstreams and consistently follows through on commitments. 

• Structured thinker – Approaches opportunities and projects with organization, discipline, and attention to detail. 

• Proactive contributor – Comfortable identifying gaps, asking questions, and moving work forward without needing constant direction. 

• Strong collaborator – Works effectively across teams to coordinate projects and maintain alignment among stakeholders. 

• Execution-focused – Enjoys managing multiple initiatives simultaneously while ensuring projects stay organized and on track. 

What You'll Need to Succeed 

• Strong attention to detail and ability to manage multiple projects simultaneously 

• Comfort operating in a fast-paced environment with evolving priorities 

• Ability to translate strategic direction into organized plans and tasks 

• Strong interpersonal skills and ability to coordinate effectively across teams 

• Curiosity about new markets, partners, and commercial opportunities 

• A proactive mindset with willingness to take initiative and drive work forward 

Base Salary Band: $75,000-$148,000

Compensation: At PatientPoint, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including skills, qualifications, geographic location, and professional experience, which can cause your compensation to vary. The base salary range listed is just one component of PatientPoint’s total compensation package for employees. For additional details on our total benefits package, please review the section “About PatientPoint” at the end of this job description.

Job Summary: 

PatientPoint is seeking an experienced, strategic Senior Marketing Manager to lead and execute integrated, multichannel marketing campaigns and sales enablement initiatives that drive measurable business results. This individual will partner closely with Sales to develop proactive sales tools and develop and implement account-based marketing (ABM) programs. They will also create and execute inbound marketing strategies that increase awareness, generate demand, and accelerate pipeline growth for PatientPoint’s core solutions. 

This role requires someone who is a strategist and an executer, who has channel expertise across digital, content, and event marketing channels. The ideal candidate will design and orchestrate integrated campaign strategies that align paid, owned, earned, and experiential channels to maximize reach and impact across the buyer journey. 

What You'll Do: 

• Develop deep expertise in the solutions and target personas you support to effectively drive awareness and demand for PatientPoint.  
• Articulate the value proposition of all products, capture features and benefits and translate these details to support compelling messaging and content 
• Own and execute on sales and marketing events, driving pre-event awareness, on-site engagement, and post-event follow-up  
• Enable sales with relevant marketing materials, including sell sheets, presentation decks, spec sheets, best practices 
• Collaborate with product, sales and other cross-functional teams to develop integrated marketing campaigns and programs 
• Support the development of the content strategy and execute short-form content deliverables as needs arise, including email marketing, sell sheets, social posts, and more. 
• Develop and execute marketing campaigns, programs and supporting content used in both online/digital and offline environments 
• Develop and execute demand generation programs to drive leads and sales pipeline growth 
• Communicate with and educate sales team regarding new and planned marketing activities 
• Track and analyze marketing performance metrics and optimize programs accordingly 

What We Need: 

• 7+ years of direct experience in B2B marketing, healthcare or life sciences preferred.  Agency, start-up, or consulting experience are also preferred. 
• Bachelor's degree in Marketing, Communications, Business Administration or related field 
• Proven track record of developing and executing successful marketing strategies and campaigns that drive business results 
• Expertise in sales support tools and enablement  
• Experience designing and implementing ABM campaigns  
• Expertise in digital and traditional marketing channels and tactics 
• Strong understanding of product marketing strategy and execution, including product positioning, messaging and go-to-market planning 
• Highly developed training, presentation and written communication skills 
• High adaptability and flexibility, including the ability to manage deadline pressure, ambiguity and change 
• Excellent communication, collaboration and interpersonal skills, with the ability to effectively communicate with stakeholders at all levels 
• Experience with Salesforce and/or Pardot a plus 

Job Summary

This is a hands-on, activity-driven role ideal for someone who is eager to learn, contribute, and grow within a dynamic team responsible for driving sales of all Phoenix Contact products by combining engineering knowledge with strong interpersonal and business skills. The Strategic Account Manager (SAM) plays a key role on the regional sales team by providing leadership and direction in the establishment, development, and growth of assigned Regional Strategic Accounts. This position will carry out responsibilities in all of the following functions and areas: creating strategic plans, communicating direction, implementing corporate business reviews, creating corporate road-maps, expanding relationships (Maintain and develop relationships at all levels of Management, Procurement, Operations, and Quality Assurance, Engineering, Sales, and Estimating/quotations departments), analysis and recommendations, corporate price negotiations, and leading cross-functional teams.

The territory for this role is Ohio, Kentucky & parts of Tennessee. 

Responsibilities

• Meet or exceed sales quotas as established by the RSM and/or Vice President—Field Sales.
• Be proficient in BASE selling skills and implement to build strong customer relationships.
• Lead the charge in development of a strategic plan and implementation of strategic initiatives for regional strategic accounts. The focus includes increasing account share, revenue growth, profitability, building and expanding relationships with major stakeholders, increasing product mix, and expanding the Phoenix Contact brand.
• Develop strategic roadmaps for strategic assigned accounts providing direction and insight on revenue generating locations.
• Develop intimate insight into the customer culture, needs, and supply chain, including key metrics leading to the recommendation of plans, initiatives, and/or corrective actions to provide the highest level of service to the customer’s organization.
• Lead and coordinate established business reviews with the assigned strategic accounts, including monitoring of competitive activity, leading to recommendations to the Phoenix Contact team on areas of improvement.
• Organize and lead cross functional teams with the appropriate members of Phoenix Contact for the purpose of building and maintaining trusting relationships between Phoenix Contact and assigned strategic accounts.
• Support the preparation of proposals, presentations, and sales materials.
• Maintain and update CRM systems with accurate client information. Fully utilize the CRM as a communication, reporting, measurement, and tracking tool to enhance productivity.
• Collaborate with the entire Phoenix Contact team to align efforts, effectively communicate both verbally and written.
• Track and report on business development activities and performance metrics.
• Differentiate Phoenix Contact from other component vendors by building “partner” relationships with customers.
• Be proficient in and drive the use of all sales tools provided to support local markets.
• Work closely with Harrisburg Product teams to aid in the development of field presentations and application notes.
• Proactively utilize all resources and sales tools to maximize productivity, responsiveness, and customer delight.
• Continue personal development through an effective skill-building program as determined by the RSM, Director of Sales, and/or the Harrisburg Training Department.
• Demonstrate technical competence on all products/solutions within the area of focus.
• Provide forecasts and reports to RSM as required.
• Deliver presentations and hands-on demonstrations of Phoenix Contact products, applications, and technology for the purpose of product sales.
• Develop and maintain a working knowledge on all Phoenix Contact products/solutions.
• Qualify and follow up on all opportunities within the assigned strategic accounts.
• Follow up on all quotations within the assigned strategic account portfolio.

Qualifications

• Four-year degree in technical discipline preferred and/or equivalent experience.
• 5+ years minimum sales experience in the electronics or industrial automation & controls marketplace.
• Experience working with distribution preferred.
• Excellent networking, and influencing skills needed to communicate at all levels.
• Exhibits high-level interpersonal and negotiation skills.
• Successful history in achieving strategic and sales targets.
• Self-motivated with the ability to learn and adapt quickly.

Essential Job Functions

• Must be able to travel via airplane.
• Must have a valid driver’s license and be able to travel via automobile for up to six hours at a time.
• Must be able to lift a minimum of 50 lbs.
• Must be able to travel overnight 20-25% as dictated by assigned territory.
• Comply with company dress code guidelines.
• Punctuality is required.
• Regular and on-time attendance.

Perks & Benefits

Phoenix Contact offers a generous benefits package that includes medical, dental, and vision coverage, 401k matching, bonus plan and a generous time off package. There are also a wide variety of additional benefits available including 16 weeks fully paid maternity leave & 10 weeks fully paid paternity leave, auto allowance, life insurance, short & long-term disability, assistance, and more!

Base salary: $112,000 - $152,000. Compensation information is made available in good faith. Phoenix Contact USA reserves the right to adjust ranges based on candidate’s experience, location and internal & external equity.  Additional compensation includes bonus plan and auto allowance. 

SUMMARY:

We are seeking a dynamic, hands-on, strategic and highly collaborative Vice President, Strategic initiatives to lead cross-functional initiatives that drive technological innovation and operational excellence across the firm. This role will serve as a bridge between software engineering, infrastructure, marketing, financial services and leadership team, with a strong focus on delivering value through solutions that scale. 

You’ll be the architect and implementor of transformative projects — from AI-driven automations to system integrations supporting client acquisition and experience. This is a roll-up-your-sleeves role for a technically proficient leader with exceptional project vision, execution discipline, and an explorative mindset. 

This is an full time Exempt position with a salary range of $150-$180K annual salary. This position will be in our Folsom, CA, Addison, TX, Cincinnati, OH office or working remote. 

Key Responsibilities 

• Project Leadership & Execution 

• Lead high-impact, cross-disciplinary special projects across engineering, marketing tech, operations, and M&A needs. 

• Serve as the strategic and technical owner of initiatives involving AI, automation, strategic CRM enhancements or new tool selection, and marketing enablement tools. 

• Be a vocal champion for AI progress within the firm, partnering with the AI council on strategy and execution 

• Actively seek out meaningful, scalable use cases within the business where AI can unlock efficiency, insights, or innovation. 

• Work closely with the financial services group and Analytics team. 

• Technical Innovation & Hands-On Development 

• Evaluate, prototype, and implement modern technologies (AI/ML, automation frameworks, low-code platforms) including automation. 

• Work hands-on when necessary — writing proof-of-concept code, creating technical documentation, or leading architecture design. 

• Stay current on AI trends and capabilities enough to confidently assess what’s possible, what’s hype, and how to frame solutions that are both ambitious and achievable. 

• Platform Strategy & Integration 

• Find creative ideas to build and support data migration and conversion efforts related to acquisitions and business process optimization. 

• Have a strong focus of efficiency, scalability, security and adherence to compliance standards. 

•  Partner with Marketing, Service, advisors and Client Experience teams to co-implement technology-backed growth strategies. 

• Infrastructure & Scaling 

• Support the infrastructure team to select and deploy internal and client-facing tools that is scalable, secure, and efficient.  

• Leverage third party service providers and offshore vendors for expertise. 

• Research and find tools suited best for the business and perform POC to vet solutions for enhanced client experience and associate efficiency. 

Essential Skills & Qualifications 

Technical & Functional 

• Strong experience in software engineering and architecture (e.g., full-stack development, APIs, system integrations), project management and business analysis. 

• Expertise in: 

• Salesforce FSC (Financial Services Cloud) preferred. 

• HubSpot, Regal.io or other dialers, Tamarac or other Portfolio accounting systems 

• Data transformation/migration tools, Synapse or Microsoft Fabric data systems 

• AI/ML frameworks (e.g., OpenAI, StackAI, RAG frameworks) 

• Workflow automation (Zapier, Mulesoft, custom API integrations) 

Strategic & Operational 

• Proven track record of leading transformative cross-functional projects. 

• Experience supporting technology needs during mergers and acquisitions, especially data conversion and onboarding. 

• Deep understanding of RIA or financial services business is mandatory. 

Leadership & Collaboration 

• Highly communicative and capable of translating complex technology into business value. 

• Leadership experience in matrixed environments — able to influence without direct authority. 

• Curiosity-driven and comfortable navigating ambiguity. 

Preferred Background 

• Minimum bachelor’s in Computer Science, Engineering, or related field. 

• 10+ years of experience in software or systems engineering with a minimum of 3 years in a high growth RIA in a senior role 

• 5+ years experience in a similar role implementing transformative technical advancements.