Remote VP of Procurement | WFH

Job Overview

We are seeking a dedicated and results-driven VP Procurement to join our esteemed organization, committed to empowering individuals in achieving their long-term financial aspirations through personalized wealth management strategies. In this pivotal role, you will contribute significantly to the positive impact we make in clients’ lives, while enjoying an inclusive work environment that fosters job satisfaction and personal growth.

Key Responsibilities

• Provide exceptional service to customers' retirement savings accounts.
• Educate and empower clients without engaging in cold calls or sales activities.
• Communicate critical updates and modifications to plans.
• Process contribution adjustments, loans, and withdrawals.
• Assist clients with general account modifications as necessary.
• Engage in training to obtain FINRA Series 6 & 63 licenses.
  
  

Required Skills

• Availability for a 40-hour work week outside of traditional business hours, Monday through Friday, with occasional weekend shifts.
• An associate degree or higher, along with at least one year of experience in customer service (preferably in sectors such as hospitality, retail, food service, teaching, military, or banking) or two or more years of relevant experience.
• A willingness to work overtime as business needs dictate.
• Bilingual proficiency in English and Spanish is an advantage.
• Previous experience in financial services or call centers is preferred.
• Possession of FINRA Series 6 and Series 63 licenses or equivalent is desirable.
• Strong attention to detail and the ability to learn and apply financial industry policies and procedures.
  
  

Qualifications

• A genuine passion for delivering outstanding customer service.
• A strong desire to establish connections with customers over the phone.
• Flexibility in communication style to effectively serve our diverse clientele.
  
  

Career Growth Opportunities

Join us for a unique opportunity to advance your financial services career in a supportive and enriching environment. With our comprehensive paid training program, you will receive ongoing coaching designed to empower your professional growth while making a meaningful difference in clients’ lives.

Company Culture and Values

We take pride in our diverse and inclusive workplace culture, ensuring that all team members are valued and have the freedom to support causes that matter to them. Our commitment to work-life balance promotes optimal performance, fostering an environment where you can thrive both personally and professionally.

Compensation And Benefits

• Competitive base salary ranging from \(36,300 to \)49,950, reflecting experience and qualifications.
• Comprehensive benefits package including medical, dental, vision, and life insurance.
• Retirement savings plan (401(k)) with generous matching contributions (up to 6%).
• Tuition reimbursement up to $5,250 annually.
• A business-casual dress code with the option to wear jeans.
• Generous paid time off, including a paid time off program, ten paid company holidays, and three floating holidays annually.
• Paid volunteer time — 16 hours per year to support community involvement.
• Leave of absence programs, including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).
• Participation in Business Resource Groups (BRGs) that enhance education and engagement within our community.
  
  

We encourage all qualified candidates to apply and join our commitment to diversity. We value and welcome applications from individuals of all backgrounds.

Employment Type: Full-Time