KMA Human Resources Consulting

Manager

• Understands and advises clients on objectives, risk tolerance, asset allocation and the role of each asset in client portfolios
• Experience with Envestnet’s Tamarac Reporting, Tamarac Trading, CRM and MoneyGuide Pro planning software
• Manage new account openings and account closings
• Properly identify and categorize new securities.
• Maintain rebalancing standards – ensuring clients participate in model trades or are working towards clients’ long term target allocation.
• Work with CAs to design and produce client materials.
• Ability to discuss financial planning strategies via MoneyGuide Pro software.
• Work with CAs on allocation recommendations and rebalancing plans, preparing proposals for review by the CAs, which may include recommendations for legacy holdings in the account
• Maintains a high level of collaboration with investment research and relationship team
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Assistant Portfolio Manager

Client Services Representative

• Lead the planning, coordination, and delivery of all EFNE camp programs, including day camps, overnight camps, family camps, and virtual sessions
• Oversee and coordinate on-site operations during camp programs, ensuring smooth execution, safety compliance, and support for staff and participants
• Play a key role in site selection, partner coordination, contract management, logistics planning, and risk management procedures to ensure effective program delivery
• Provide critical support to seasonal staff, counselors, and volunteers throughout onboarding and training processes to ensure readiness and program success
• Maintain camper records, handle registration processes, and communicate with families
• Coordinate with medical professionals to ensure safe care for campers with epilepsy and co-occurring conditions
• Supervise EFNE’s operations and each camp it schedules and personally attending the camps for their duration
• Develop and manage camp budget in partnership with finance staff
• Implement year-round expansion programs by developing and coordinating in-person day activities and community meetups throughout all five New England states
• Coordinate and lead adult retreats, family gatherings, and seasonal recreational activities
• Establish partnerships with local organizations, camps, and venues
• Provide care management support for camp families and other clients as needed, working as an integral member of the Programs & Services (P&S) team
• Provide resource navigation and referral support to families
• Act as lead facilitator for at least two SHARE groups (in-person or virtual)
• Build strong relationships with families to create a supportive and inclusive experience before, during, and after camp
• Collaborate closely with the Programs & Services (P&S) team to ensure consistency with EFNE’s client support model
• Coordinate communication efforts concerning camp and recreational programs with EFNE’s outreach and communications teams
• Represent EFNE at community events, resource fairs, and partner meetings
• Collect feedback and evaluation data to enhance continuous improvement

Assistant Portfolio Manager

Associate Director, Camp and Client Services