Cnect

Recruitment

• Manage a high-volume, fast-moving requisition load.
• Ensure an exceptional candidate experience while advancing qualified talent efficiently.
• Partner with customers to provide talent acquisition support.
• Manage a comprehensive recruiting process including posting positions, reviewing applicants, scheduling interviews, and candidate selections.
• Apply basic total rewards strategies to ensure a competitive compensation package.
• Assist with workforce planning analysis to ensure the right recruiting strategies are in place.

Consultant – Talent Acquisition

Financial Planning and Analysis

• Work with existing Cetera clients.
• Assist with a broad range of needs including, but not limited to, answering questions about account balances, how to make withdrawals, transfer funds, find resources, etc.
• Provide clients with wealth management and financial planning advice.
• Grow the business through client asset consolidation, networking, and earning client referrals.

Financial Professional

• Partners with customers as assigned to provide talent acquisition support.
• Manages a comprehensive recruiting process, which includes posting positions, reviewing applicants, scheduling interviews, candidate selections, pre-hire preparation, and ensuring successful arrivals on first dates of employment.
• Applies basic total rewards strategies to ensure compensation package is market competitive for the position, aligns with customer expectations, and aligns with candidate skills and abilities.
• Assists with workforce planning analysis to ensure the right recruiting strategies are in place and executed effectively, guides leaders in selecting the best talent, and provides other project management support as requested by their leader, particularly surrounding passive candidate sourcing strategies.

Intermediate Talent Acquisition Consultant – Specialty Nursing

Advisor

• Source and acquire new clients to build business
• Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
• Follow up with prospective clients, maximize relationships, create referrals and referral partnership
• Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
• Develop and maintain a base of clients who value your input and guidance
• Work with clients to keep their financial plans current and aligned with their goals
• Maximize relationships, create referrals and keep SalesForce updated
• Research industry guidelines. Stay up to date with current events and market trends
• Comply with current policies and procedures for financial, investment, tax and insurance industry

Senior Wealth Advisor

Operations

• Provide operational, customer service, and administrative support to the Government Reporting team.
• Process daily department work, including account transactions, journal entries, payment-related requests, and other operational activities.
• Serve as a primary point of contact for internal and external inquiries, delivering timely support via phone, email, and other communication channels.
• Partner with financial professionals, clients, banks, credit unions, clearing firms, vendors, and other business partners to resolve issues and facilitate processing.
• Perform account reconciliations, calculations, and reporting-related activities, including daily filing notifications and compliance-driven processes.
• Research customer accounts, investigate discrepancies, and provide resolution recommendations.
• Collaborate with internal operations and business units across Cetera to support service, reporting, and operational initiatives.
• Exercise sound judgment when making customer-focused decisions while adhering to firm policies, procedures, and regulatory requirements.
• Utilize Written Supervisory Procedures (WSPs), departmental guidelines, and operational manuals to ensure accurate and compliant processing.
• Manage a high volume of detail-oriented, process-driven tasks while maintaining accuracy, efficiency, and service standards.
• Identify process improvements and contribute creative solutions to enhance operational effectiveness and the customer experience.
• Work independently and collaboratively within a team environment while receiving guidance from department leadership as needed

Operations Professional

Manager

• Lead, coach, and develop a team of field-facing OSJ Supervisors responsible for a broad range of supervisory activities.
• Oversee team workloads, priorities, and performance to ensure high-quality and timely execution of supervisory responsibilities.
• Manage multiple concurrent projects and initiatives, balancing scheduled deliverables and emerging business needs.
• Serve as the primary lead for strategic supervision initiatives and process improvements.
• Partner with senior leadership to ensure the supervision organization effectively supports internal business partners and field offices.
• Build strong relationships across the organization to drive collaboration, consistency, and effective risk management.
• Lead and facilitate discussions with firm leaders regarding supervisory matters, escalations, and business initiatives.
• Provide leadership and oversight for a team responsible for a broad range of supervisory functions, including outside business activities (OBAs), private securities transactions (PSTs), correspondence review, registration and licensing requirements, complaint triage, new OSJ training, annual advisory client reviews, policy violation investigations and disciplinary actions, surveillance escalations, trade reviews, and new business reviews.

Manager, Supervision

Project Manager

• Coordinates, tracks, and assists with various, often simultaneous, system and facility-specific education projects of a highly complex nature.
• Collaborates with other IU Health departments and facilities to ensure education events are successfully organized.
• Develops and maintains the communication process to ensure effective flow of information within teams, hospital leadership, and external partners as appropriate.
• Creates and executes project work plans and revises as appropriate to meet changing needs and requirements.
• Oversees day-to-day operational aspects of a project and scope.

Project Manager – Education

Communications

• Owning end-to-end execution of Annual Fund campaigns targeting donor segments in the $1–$1,000 range
• Managing and growing the Heart of IU Health team member giving campaign - a significant, high-visibility initiative
• Developing and managing segmented, multi-channel fundraising campaigns via mailers and other outreach channels
• Overseeing donor segments across patient donors, team member donors, and external/other donors
• Coordinating campaign timing with the full Foundation calendar to align with events and programming themes
• Collaborating with the Foundation's data analytics partner on segmentation and campaign performance
• Partnering with internal stakeholders to create compelling donor communications and stewardship experiences
• Tracking and reporting on donor acquisition and retention metrics to evaluate campaign effectiveness

Donor Communications Officer – Annual Fund

Associate

• Develop intermediate to advanced platform expertise and apply it to advisor engagements
• Independently deliver consulting, training, and webinars
• Create and maintain educational content and enablement materials
• Collaborate across departments and act as a liaison between teams
• Support adoption initiatives and improve platform utilization and outcomes
• Develop and maintain strong proficiency in My Advice Architect (MAA), including both core functionality and advanced features
• Understand key business workflows for advisory-based business and how to optimize them within MAA
• Analyze platform usage trends and identify opportunities to improve advisor efficiency and adoption
• Investigate and help resolve MAA platform issues, identifying root causes and recommending solutions
• Partner with platform vendors and internal teams to relay feedback, track defects, and support enhancements
• Create and deliver webinars, training sessions, and educational content for the MAA platform
• Develop new training programs and webinar presentations aligned to advisor needs
• Review and improve existing content for accuracy, completeness, and usability
• Align content with best practices, business workflows, and adoption goals
• Collaborate with internal teams (Training, Marketing, Compliance, Service) to develop and distribute content
• Conduct 1:1 consults with advisors on fundamental and intermediate MAA topics
• Deliver channel trainings, webinars, and conference sessions to support adoption
• Assess advisor usage and recommend improvements to increase productivity and satisfaction
• Document advisor engagements accurately in Salesforce CRM
• Contribute to development of consulting frameworks, assessments, and delivery materials
• Take ownership of assigned projects and initiatives, ensuring timely and high-quality completion
• Participate in platform roadmap discussions, release readiness, and adoption efforts
• Support rollout of MAA enhancements through training, communications, and collateral
• Act as a liaison across departments to coordinate efforts and ensure alignment

Associate Platform Services Specialist

Billing Specialist

• Managing a team of 18 across self-pay discovery, authorizations, and Medicaid follow-up
• Ensuring each team member meets production and quality expectations
• Overseeing billing operations start-to-finish, including payer follow-up and authorizations
• Participating in all Pediatric Billing leadership and individual team meetings
• Collaborating with leaders and teams across the broader RCS organization
• Driving process improvement initiatives to achieve consistent, benchmark-level outcomes
• Managing resources and performance within budget parameters
• Supporting the onboarding and integration of new team members through system and leadership training

RCS Manager – Pediatric Billing

• Contribute technical expertise to the tax team by supporting collaborative problem-solving and sharing insights across engagements
• Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
• Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
• Review and sign tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
• Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
• Support process improvements by identifying efficiencies and contributing to the adoption of new tools and workflows
• Communicate clearly and effectively through client emails, technical memos, and planning documents
• Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding

Associate Tax Manager

Therapist

• Work closely with patients to evaluate and treat patients with cardiopulmonary disorders
• Collaborate with various different entities in the hospital setting including nurses, Advanced Respiratory Therapists, and Clinical Specialists
• to ensure total customer happiness and support.

Registered Respiratory Therapist

Administration

• Maintain responsibility of client caseload management. Primary contact for assigned caseload.
• Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely.
• Track data received/not received from clients and follow up accordingly
• Consult with clients, advisors and other parties on plan related issues to develop long-term relationships.
• Work with clients, advisors and other internal teams to resolve compliance issues and answer questions as they come up.

Retirement Plan Administration Consultant

Client Services Representative

• Serve as primary service contact for assigned clients, managing day-to-day service needs with accuracy and responsiveness
• Process account updates, contributions, distributions, transfers, maintenance requests, and other service transactions in accordance with established procedures and data standards
• Coordinate onboarding activities, including documentation collection, custodial account opening support, and tracking of outstanding requirements
• Prepare client review materials, organize documentation for signatures, and maintain accurate client records
• Communicate directly with clients regarding account activity, service timelines, documentation needs and follow up items
• Consult with custodians, advisors, and internal partners to resolve service requests and ensure timely completion of transactions
• Oversee moderately complex client inquiries independently, exercising judgment within established guidelines
• Escalate higher risks, complex or ambiguous situations to Senior Client Services Specialist or Supervisor while providing context and recommended next steps
• Maintain CRM accuracy and ensure documentation is complete, compliant, and aligned with service standards
• Identify process inefficiencies or recurring issues and recommend workflow improvements to enhance service quality