Wealth Management Specialist, Sr. jobs in Vallejo, CA

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Sr. Manager of HRP Transaction Management
  • Partnership HealthPlan of California
  • Fairfield, CA FULL_TIME
  • Overview

    The Sr. Manager of HRP Transaction Management will oversee and manage HRP Transaction Management functions effectively. This entails leading a team, prioritizing tasks, establishing and enforcing standards, training staff, testing and implementing new code, analyzing user requirements, and aligning work with business priorities.

    Responsibilities

    • Lead Health Rules Payer (Claims System) Transaction Management responsibilities.
    • Maintain comprehensive knowledge of HRP, HRP Configuration, and its integrations.
    • Maintain comprehensive knowledge of PHC business and HRP implementation ofMembership, Providers, Authorizations, claims, and Payment domains.
    • Responsible for Transaction Management Service Desk functions.
    • Responsible for managing HRP Production schedules and its Transaction Managementsupport functions.
    • Collaborate with the Phoenix Team to support HRP System upgrades.
    • Engage with the HRP Configuration team to support and implement regulatoryrequirements.
    • Lead projects and initiatives as assigned
    • Develop policies and procedures to document team standards.
    • Create and maintain documentation for all projects
    • Maintain advanced proficiency in Oracle, Java, WebSphere, APIs, HRP System, PHCODS, and its implementation.
    • Conduct regular meetings with business partners to ensure alignment with businessobjectives.
    • Coordinate with other IT units, including Data Warehouse, EDI, Web Applications, andOperations, to maintain consistency across systems, services, integrations, and projects.
    • Provide regular updates to the IT leadership Team regarding all activities and issues.

    Qualifications

    Education and Experience

    Bachelor’s degree required or Master’s degree preferred in ComputerScience, Business, or a related field preferred. At least twelve (12)years of IT experience in developing, implementing, and supportingsoftware systems. At least eight (8) years of experience in a lead ormanagement role, with at least five (5) of those years within an ITdepartment. Three (3) plus years of managing a claims system withjava, Oracle, and UNIX experience. At least five (5) years ofexperience in a healthcare environment is required. Demonstratedexperience in leading with large, complex projects. Experience with avariety of project/process management tools and methodologies (e.g.Agile, Scrum, Kanban, Waterfall, and Lean).

     

    Special Skills, Licenses and Certifications

    8 Years of experience in Java8, Apache Camel, Spring Boot, XML,Maven, Web Services (SOAP/REST), Apache ActiveMQ/JMS,PL/SQL, Linux & Shell Scripting, WebSphere, Web servers,AppDynamics. 8 Years’ experience in Oracle or SQL Server.

     

    Performance Based Competencies

    Strong verbal and written communication skills are important,responsibilities will include extensive team and customer contact.Ability to quickly acquire in-depth knowledge of new systems andsoftware configuration at PHC. Strong written and oral communicationskills with ability to interpret and understand technical requirements.

     

    Work Environment And Physical Demands

    More than 50% of work time is spent in front of a computer monitor.

     

    All HealthPlan employees are expected to:

    • Provide the highest possible level of service to clients;
    • Promote teamwork and cooperative effort among employees;
    • Maintain safe practices; and
    • Abide by the HealthPlan’s policies and procedures as they may from time to time be updated.

    HIRING RANGE:

     

     $ 133,515.56 - $ 180,245.32

     

    IMPORTANT DISCLAIMER NOTICE

     

    The job duties, elements, responsibilities, skills, functions, experience, educational factors and the requirements and conditions listed in this job description are representative only and not exhaustive of the tasks that an employee may be required to perform.  The employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business, competitive considerations, or work environment change.

     

  • 17 Days Ago

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Data Management Specialist (DMS)
  • OMS Group, LLC
  • SACRAMENTO, CA FULL_TIME
  • OMS Field Services is looking for a Data Management Specialist (DMS) to work in our clients Vegetation Management program. This position will responsible for managing the VMD (Vegetation Management Da...
  • 21 Days Ago

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Senior Quality Management Specialist
  • County of Napa
  • Napa, CA FULL_TIME
  • Napa County is home to 140,000 residents who share a strong sense of community and a legacy of preserving and protecting our rich agricultural heritage. Located in the heart of California's preeminent...
  • 6 Days Ago

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Pest Management Specialist
  • DEWEY PEST CONTROL
  • Martinez, CA FULL_TIME
  • Would you like to join one of the largest family owned pest management companies in California and the U.S.? We are seeking goal-oriented, outside Sales Representatives with a proven track record to j...
  • 1 Month Ago

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Ophthalmic Technician / Assistant
  • Eye Specialist Medical Group, Inc
  • Napa, CA FULL_TIME
  • DescriptionAt Eye Specialist of Napa Valley, we have an immediate opening for an Ophthalmic Technician / Assistant to join our growing dynamic team! Ideally, you will have at least 2-3 years of experi...
  • 5 Days Ago

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Sr. Accountant
  • Robert Half
  • Vacaville, CA PER_DIEM
  • Robert Half is searching for a Senior Accountant with previous accounting experience who is interested in working with an esteemed Manufacturing firm. You will use your knowledge and skills to prepare...
  • 19 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Vallejo, CA area

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Financial Advisor: Career Changers Welcome! Securities Training Included
  • Northwestern Mutual
  • Walnut Creek, CA
  • Financial Advisor *Must be in San Francisco East Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not...
  • 4/25/2024 12:00:00 AM

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VP, Financial Consultant- West Portal, CA
  • Charles Schwab
  • Martinez, CA
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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VP, Financial Consultant- West Portal, CA
  • Charles Schwab
  • Ross, CA
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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VP, Financial Consultant- West Portal, CA
  • Charles Schwab
  • San Francisco, CA
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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VP, Financial Consultant- West Portal, CA
  • Charles Schwab
  • Alameda, CA
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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VP, Financial Consultant - San Mateo, CA
  • Charles Schwab
  • Canyon, CA
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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Financial Advisor: Career Changers Welcome! Securities Training Included
  • Northwestern Mutual
  • Walnut Creek, CA
  • Financial Advisor *Must be in San Francisco East Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not...
  • 4/21/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Santa Rosa, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/21/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$124,630 to $178,578
Vallejo, California area prices
were up 2.5% from a year ago