This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. - Supported by an Advanced Planning Analyst - Support advanced planning client engagements throughout a geographic region - Primarily use video technology to function remotely - Meet clients and advisors in investor centers across the region - Collaborate within the Advanced Planning team both virtually and in-person - Travel is typically expected between 5% and 20% of the time - Remote role but requires residing within commuting distance to an Investor Center or Regional Center in the state of California Qualifications - Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP® - 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment - FINRA Series 7 and 66 obtained within 90-days of employment - Retirement, financial, investment, and insurance planning (required) - Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required) - Ability to create and review financial plans using tools such as eMoney - Experienced in working with business owners, start-ups/Pre IPO companies a plus - Works independently and able to lead an assigned territory to drive High Net Worth client engagements - Effectively coaches, develops, and applies junior team members - Thrives in a team environment to provide an exceptional client planning experience - Communicates complex subjects clearly and effectively - Emotional intelligence to successfully bond with and communicate with clients and their advisors - Possesses a solution-oriented, client-first work ethic - Works independently, balances tasks, and prioritizes work to maintain efficiency - Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes Benefits - Comprehensive health care coverage and emotional well-being support - Market-leading retirement - Generous paid time off and parental leave - Charitable giving employee match program - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Description The base salary range for this position is $150,000 - $165,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The VP – Capital Development & Asset Management will play a crucial role in ensuring the success and sustainability of AID properties and other assets while maintaining compliance with relevant regulations. This role is responsible for ensuring that property and other assets are well-maintained and financially optimized. - Oversee the day-to-day operations of residential and commercial properties, including tenant relations, lease management, and maintenance. - Oversee funding compliance on all housing and programmatic properties including HOME, CHDO, LIHTC, SRN, HUD 811, Project Based Vouchers, NSP, RHSP/LTOS, and other grant and governmental resources. - Oversee the financial performance of the properties, including budgeting, expense control, and revenue generation. - Manage all waiting lists, tenant selection plans, and affirmative marketing plans across all programs. - Monitor and ensure compliance with HUD regulations, LIHTC program requirements, and all applicable federal, state, and local laws. Manage HUD/IHDA/Other audits/compliance monitoring. Serve as primary liaison during IHDA, HUD, and third-party compliance audits. - Conduct regular property inspections to assess property condition, safety, and overall appearance. - Supervise Maintenance Department (which includes Fleet Management) to ensure properties are well-maintained and necessary repairs are promptly addressed. - Address and resolve tenant concerns, complaints, and legal issues in a timely and professional manner. - Supervise procurement and purchasing/delivery of basic foods, cleaning and office supplies, furniture and other applicable items. - Work with President & CEO to identify, plan, and capital stock development for housing and/or facility development. Includes public relations, and developing relationships with local, state and federal elected officials. Qualifications - Bachelor’s Degree in Business Administration, Real Estate, Finance, Construction Management, or a related field required. - Master’s degree (MBA or related advanced degree) strongly preferred. - Fair Housing Certification required at time of hire or must be obtained within six (6) months of hire as a condition of continued employment. - Relevant industry credentials (e.g., Property Management, Asset Management, Housing Compliance, or Development certifications) preferred. - 8+ years of progressive experience in real estate development, affordable housing, asset management, or capital planning. - Demonstrated executive-level oversight of capital planning, asset preservation, and long-term portfolio strategy. - Proven experience ensuring compliance with Fair Housing laws and federal housing regulations, including HUD 811, HOME, and other applicable funding sources. - Experience overseeing tenant selection plan compliance and mitigating regulatory and legal risk across a multi-site portfolio. - Demonstrated ability to lead cross-functional teams, manage external vendors, and represent the organization in regulatory, audit, and funding agency environments. - Government regulatory experience highly preferred. - Advanced proficiency in Microsoft Excel for budgeting, financial tracking, and data analysis, along with strong Microsoft Word skills for preparing reports and formal documents. - Knowledge of project management required. Requirements - Ability to conduct property and facility site visits, including walking properties, climbing stairs, accessing mechanical areas, and occasionally lifting or moving items weighing up to 50 pounds as part of facility oversight. - Position requires the use of the employee’s personal automobile, a valid driver’s license, and the minimum amount of automobile liability insurance as defined by AID’s personnel policies. - Position requires the use of the employee’s cell phone.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description At Cloudera, we empower people to transform complex data into clear and actionable insights. We are seeking a dynamic and results-driven Vice President of Professional Services, Americas to lead and scale our regional services business. This executive will be responsible for driving a culture of excellence that delivers 100% customer satisfaction and successful project outcomes. - Own the regional P&L, ensuring revenue growth and margin performance align with company targets - Partner closely with Regional Sales Managers to strategically define, scope, and close services engagements - Attract and retain the top talent in the industry - Motivate, inspire and mentor project team members to excel - Drive 100% customer satisfaction and project success - Manage the P&L for a services region in line with revenue and margin targets - Attain mastery over and become subject knowledge expert in Cloudera software & engagement Qualifications - 10+ years of successfully managing a P&L for a services region, preferably within an enterprise software company - Experience leading the selling and scoping activities on large scale, complex technology infrastructure projects - Direct line manager experience of a geographically dispersed team of highly technical employees - Customer relationship management including project escalations, and participating in executive steering meetings - Strong foundational knowledge of database technologies, networks, distributed computing, programming languages and operating systems - Strong knowledge of software implementation methodologies - Excellent written, verbal communication and presentation skills - Masters degree in Computer Science and/or business administration desirable Requirements - 50-70% travel anticipated, within the region Benefits - Generous PTO Policy - Support work life balance with Unplugged Days - Flexible WFH Policy - Mental & Physical Wellness programs - Phone and Internet Reimbursement program - Access to Continued Career Development - Comprehensive Benefits and Competitive Packages - Paid Volunteer Time - Employee Resource Groups - EEO/VEVRAA

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Assistant Vice President OR Senior Underwriter (Based on experience) underwrites and markets complex insurance products primarily through Wholesale brokerage, managing the relationships involved to ensure profitable alignment with overall company goals and provides intermediate levels of risk assessment and technical underwriting expertise to determine underwriting acceptability. Additionally, provides guidance and support to less experienced team members. - Underwriting new and renewal accounts to meet growth and profitability targets. - Negotiating participation, pricing and terms and conditions with brokers. - Responsible for effective management of assigned distribution, including maintaining existing relationships as well as identifying and developing new distribution. - Foster strong partnerships by keeping brokers informed of new products, programs and overall appetite while also communicating underwriting decisions in a clear and timely manner. - Research and obtain market intelligence in order to stay on top of emerging risks, industry trends and competitor activities. - Assist in analyzing and developing new products, pricing, or coverage as needed. Assist in analyzing loss trends. - Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price individual risks. - Remain current on industry issues and insurance marketplace news that could impact the success of the company and the achievement of its goals and objectives. Qualifications - Bachelor’s degree preferred - 5+ years of progressively complex specialty underwriting experience required - Experience in the wholesale E&S Inland Marine market required - Upper tier middle market and Large Account experience utilizing complex program designs required - CPCU/ RPLU designation is a plus - Ability to apply principles of logical thinking to assess risk, define problems, collect data, establish facts, and draw intelligent, valid conclusions and make decisions. - Familiarity with CAB, CATNET, and other peril or risk based decision support tools. - Sound knowledge of AAIS Forms, manual rating techniques, and manuscript forms in a specialty carrier environment, including the value of coverage restrictions compared to price. - Ability to differentiate oneself based on service, product knowledge, and risk appetite rather than price exclusively. Compensation & Benefits - The applicable base salary for this opportunity is $115,000 - $195,000. - The base pay offered will be determined by factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. - This opportunity is eligible for performance-based incentives. - We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition and professional certification assistance, 401k savings, elective participation in the Employee Stock Purchase Program, paid time off, paid holidays, and child bonding leave, as well as other employee assistance programs.