At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary Under the direction of the Senior Manager, Director, and Partner leading the service area, region, or industry, the Manager will be responsible for project, client, and advisory engagement management to deliver high-quality operational, technology, and strategic solutions. The manager will lead a team and collaborate with senior management to support client transformation initiatives and strategies for business growth. Essential Responsibilities: Owns the development and architecture of solutions (either individually or working with others) to develop a clear statement of work based on client requirements and in-depth knowledge of standard applications and operational best practices. Required Qualifications: Bachelor' of Science Degree in Business or Technology 7+ years' experience in a professional services firm or 10+ years of private industry experience focused on appropriate technical area or operational/advisory disciplines with 1+ years in professional services Works towards obtaining additional appropriate advanced certifications in technology, advisory, or operational excellence disciplines Preferred Qualifications: Training, support or consulting advisory experience. Experience with compliance or professional standards associated with area of expertise desired. Experience with process improvement, change management, facilitation, or strategic planning. Experience advising clients beyond technical delivery, including operational or organizational recommendation. Skills & Abilities: Ability to scope, plan, and budget for projects, while adeptly prioritizing and organizing work under pressure to meet budget and time deadlines. Ability to lead teams, deliver results, and manage multiple projects concurrently, while remaining agile in responding to unexpected events or changing priorities. Skilled in managing client expectations, escalating effectively, and ensuring client satisfaction in both delivery and advisory engagements.. Ability to pursue industry-aligned projects, drive industry growth through internal networks, and identify sales and cross-selling opportunities through various marketing channels, leveraging strong knowledge of firm's consulting offerings. Excellent Written, Verbal and Presentation skills with the ability to effectively communicate complex technical and business concepts to a diverse audience of stakeholders at all levels including executive and board-level audiences. Proficient in Word, Excel, Outlook, PowerPoint and Visio and emerging collaboration or AI-enabled tools. Works to build, maintain, and utilize individual relationships or networks with co-workers, clients, and other people who are, or might be, helpful in achieving work-related goals. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $117,000 to $158,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Summary We are currently hiring for a Case Management Coordinator to join BlueCross BlueShield of South Carolina. In this role as a Case Management Coordinator, care management interventions focus on improving care coordination and reducing the fragmentation of the services the recipients of care often experience, especially when multiple health care providers and different care settings are involved. Taken collectively, care management interventions are intended to enhance client safety, well-being, and quality of life. These interventions carefully consider health care costs through the professional care manager's recommendations of cost-effective and efficient alternatives for care. Thus, effective care management directly and positively impacts the health care delivery system, especially in realizing the goals of the "Triple Aim," which include improving the health outcomes of individuals and populations, enhancing the experience of health care, and reducing the cost of care. The professional care manager performs the primary functions of assessment, planning, facilitation, coordination, monitoring, evaluation, and advocacy. Integral to these functions is collaboration and ongoing communication with the client, client's family or family caregiver, and other health care professionals involved in the client's care. Description Location This position is full-time (40 hours/week) Monday-Friday from 8:00am-5:00pm EST and will be fully remote. The candidate must reside in South Carolina. What You’ll Do: Provides active care management, assesses service needs, develops and coordinates action plans in cooperation with members, monitors services and implements plans, to include member goals. Evaluates outcomes of plans, eligibility, level of benefits, place of service, length of stay, and medical necessity regarding requested services and benefit exceptions. Ensures accurate documentation of clinical information to support and determine medical necessity criteria and contract benefits. Provides telephonic support for members with chronic conditions, high-risk pregnancy or other at-risk conditions that consist of: intensive assessment/evaluation of condition, at-risk education based on members’ identified needs, provides member-centered coaching utilizing motivational interviewing techniques in combination with reflective listening and readiness to change assessment to elicit behavior change and increase member program engagement. Participates in direct intervention/patient education with members and providers regarding health care delivery system, utilization on networks and benefit plans. May identify, initiate, and participate in on-site reviews. Serves as member advocate through continued communication and education. Promotes enrollment in care management programs and/or health and disease management programs. Provides appropriate communications (written, telephone) regarding requested services to both health care providers and members. Performs medical or behavioral review/authorization process. Ensures coverage for appropriate services within benefit and medical necessity guidelines. Utilizes allocated resources to back up review determinations. Identifies and makes referrals to appropriate staff (Medical Director, Case Manager, Preventive Services, Subrogation, Quality of care Referrals, etc.). Participates in data collection/input into system for clinical information flow and proper claims adjudication. Demonstrates compliance with all applicable legislation and guidelines for all regulatory bodies, which may include but is not limited to ERISA, NCQA, URAC, DOI (State), and DOL (Federal). Maintains current knowledge of contracts and network status of all service providers and applies appropriately. Assists with claims information, discussion, and/or resolution and refers to appropriate internal support areas to ensure proper processing of authorized or unauthorized services. To Qualify for This Position, You'll Need the Following: Required Education: Associates in a job-related field. Degree Equivalency: Graduate of Accredited School of Nursing or 2 years job related work experience. Required Experience: 4 years recent clinical in defined specialty area. Specialty areas include: oncology, cardiology, neonatology, maternity, rehabilitation services, mental health/chemical dependency, orthopedics, general medicine/surgery. Or, 4 years utilization review/case management/clinical/or combination; 2 of the 4 years must be clinical. Required Skills and Abilities: Working knowledge of word processing software. Knowledge of quality improvement processes and demonstrated ability with these activities. Knowledge of contract language and application. Ability to work independently, prioritize effectively, and make sound decisions. Good judgment skills. Demonstrated customer service, organizational, and presentation skills. Demonstrated proficiency in spelling, punctuation, and grammar skills. Demonstrated oral and written communication skills. Ability to persuade, negotiate, or influence others. Analytical or critical thinking skills. Ability to handle confidential or sensitive information with discretion. Required Software and Tools: Microsoft Office. Required License/Certificate: An active, unrestricted RN license from the United States and in the state of hire OR, active compact multistate unrestricted RN license as defined by the Nurse Licensure Compact (NLC) OR, active, unrestricted licensure as counselor, or psychologist from the United States and in the state of hire (in Div. 75 only). For Div. 75 and Div. 6B, except for CC 426: URAC recognized Case Management Certification must be obtained within 4 years of hire as a Case Manager. We Prefer That You Have the Following: Preferred Work Experience: Previous experience in pediatrics 7 years-healthcare program management. Preferred Education: Bachelor's degree- Nursing Preferred Skills and Abilities: Bilingual in Spanish Working knowledge of spreadsheet, database software. Thorough knowledge/understanding of claims/coding analysis, requirements, and processes. Our Comprehensive Benefits Package Includes the Following: We offer our employees great benefits and rewards.  You will be eligible to participate in the benefits for the first of the month following 28 days of employment. Subsidized health plans, dental and vision coverage 401k retirement savings plan with company match Life Insurance Paid Time Off (PTO) On-site cafeterias and fitness centers in major locations Education Assistance Service Recognition National discounts to movies, theaters, zoos, theme parks and more What We Can Do for You: We understand the value of a diverse and inclusive workplace and strive to be an employer where employees across all spectrums have the opportunity to develop their skills, advance their careers and contribute their unique abilities to the growth of our company. What To Expect Next: After submitting your application, our recruiting team members will review your resume to ensure you meet the qualifications. This may include a brief telephone interview or email communication with our recruiter to verify resume specifics and salary requirements. Management will conduct interviews with those candidates who qualify, with prioritization given to those candidates who demonstrate the preferred qualifications. Equal Employment Opportunity Statement BlueCross BlueShield of South Carolina and our subsidiary companies maintain a continuing policy of nondiscrimination in employment to promote employment opportunities for persons regardless of age, race, color, national origin, sex, religion, veteran status, disability, weight, sexual orientation, gender identity, genetic information or any other legally protected status. Additionally, as a federal contractor, the company maintains affirmative action programs to promote employment opportunities for individuals with disabilities and protected veterans. It is our policy to provide equal opportunities in all phases of the employment process and to comply with applicable federal, state and local laws and regulations. We are committed to working with and providing reasonable accommodations to individuals with disabilities, pregnant individuals, individuals with pregnancy-related conditions, and individuals needing accommodations for sincerely held religious beliefs, provided that those accommodations do not impose an undue hardship on the Company. If you need special assistance or an accommodation while seeking employment, please email mycareer.help@bcbssc.com or call 800-288-2227, ext. 47480 with the nature of your request. We will make a determination regarding your request for reasonable accommodation on a case-by-case basis. We participate in E-Verify and comply with the Pay Transparency Nondiscrimination Provision. We are an Equal Opportunity Employer. Here's more information. Some states have required notifications. Here's more information.

• Own the services sales cycle: Lead pursuits from early qualification through signed Statement of Work (SOW), with or without AE/SE support • Elevate conversations: Uplevel customer and account team discussions across the Customer Outcomes lifecycle to influence platform adoption, multi solution expansion, and long term value creation • Drive value-led selling: Apply value frameworks (e.g., Smartsheet Value Selling, MEDDIC, Challenger) to uncover priorities, link them to Smartsheet solutions, and advise the customer through opportunity closed-won • Engage executives: Develop trusted relationships with executive sponsors, procurement, and key decision makers to accelerate deal velocity and eliminate last mile friction • Generate and progress pipeline: Maintain ~3× coverage by identifying whitespace, creating new opportunities, and advancing stalled pursuits with clear next steps and mutual action plans • Forecast with discipline: Use Salesforce and Clari for precise pipeline hygiene, risk surfacing, and call accuracy; proactively course correct to protect the quarter while shaping the next • Contribute thought leadership: Mentor peers, share market/competitive insights, and inform GTM refinements (offers, packaging, playbooks)

Job Description: Job Title CLO & Private Credit Services – Account Manager Corporate Title NCT- Vice President Location Santa Ana, CA or New York, NY (ALL ROLES TO BE CONSIDERED) Overview CLO & Private Credit Services was started back in 2000.  Our staff of professionals provides trustee, calculation agent, collateral administration, and custodian services on over 400 SPVs both domestically and throughout Europe. The Account Manager is the primary point of contact for our clients, the collateral managers of Collateralized Loan Obligations.  You must have a deep understanding CLOs, ABLs, compliance test calculations, bank loans and other complex fixed income structures. You will provide oversight of day to day operational/client service activities while monitoring controls such as overdraft reports, annual reviews, and outstanding deal compliance. What You’ll Do Primary point of contact for a portfolio of CLO Special Purpose Vehicles. Produce monthly /quarterly investor reporting packages.  Must have intimate knowledge of all test calculations in the issued reports. Review and release wires for trade settlements. Communicate with arrangers, collateral managers, rating agencies, accountants and bondholders. Close interaction with DB Operations and Account Administrators. Maintain each SPV's annual compliance requirements (Accountant's Reports, Issuer's Certifications, etc.). How You’ll Lead Senior Management – Must be able to succinctly communicate with high level leaders within the organization Clients – Must understand the CLO transaction and be able to interact with Collateral Managers and Investors on the internal mechanics of a deal Analytics/IT – Must be able to identify operational bottleneck and work together with IT/Analytics to develop and implement a solution Skills You’ll Need BA/BS, preferably in Accounting, Finance, Business or Economics, MBA a plus Minimum 3 to 5 years prior experience with CLOs Understanding of bank loans Understanding of general accounting and financial reporting principles General understanding of structured credit products Skills That Will Help You Excel Understanding of BSL, middle market and private credit loans. Understanding of ABLs and borrowing base calculations, a plus. Competent in all MS Office products. Familiarity with wiring instructions, SWIFT payments a plus. Experience reviewing indentures, credit agreements and other governing documents. Advanced MS Excel abilities - Comfortable with complex formulas and modelling techniques. Strong written/verbal communication skills. Strong organizational skills. Experience with Solvas-CDOSuite a plus Fluent in English Expectations It is the Bank’s expectation that employees hired into this role will work in the Santa Ana office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in California is $60,000- $141,275. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees:  https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email HR.Direct@DB.com. We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .