Thursday, November 14, 2013

This blog has moved!

This blog has been moved to the NSHMBA online community - a member interactive platform.  To access the type of information previously found in this blog and much more visit and sign in with your member login.

If you're not a member, no problem, we now have a free membership that gives you many great benefits, follow the instructions on the same website to sign up for a free membership.

Thank you!

Wednesday, October 31, 2012

NSHMBA Phoenix Chapter 2012 GALA

December 1, 2012 at the Phoenix Downtown SHERATON Hotel...Seating is limited...RSVP for the gala today:

Monday, April 30, 2012

Charles Schwab Senior Manager - Acquisition Strategy, Schwab Advisor Services Phoenix, AZ

Company: Charles Schwab Position: Senior Manager- Acquisition Strategy, Schwab Advisor Services Location: Phoenix, AZ and San Francisco, CA Interested candidates should apply online at Job Description: Organizational Objective/Purpose: Advisor Services is the leading provider of custodial, trading, technology and practice management to registered independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. The Acquisition and New Client Experience group is responsible for developing strategies and new capabilities that allow Advisor Services Sales to win new business and to ensure new clients have a best-in-class transition and new client experience. The group is divided into four teams, 2 teams are dedicated to building strategies and programs to win and transition new business ensuring a smooth end to end client experience and the other 2 groups are dedicated to executing on the vision and strategies to transition new clients. Brief Description of Role: The Senior Manager role is responsible for delivering thoughtful, insightful contributions to high-level strategic work on client acquisition. The Senior Manager works in a team setting and works with multiple constituents across Schwab Advisor Services. The Senior Manager has responsibility for significant project sections – participating in project definition and idea generation, planning and executing their own work streams for discrete projects or subsets of projects, ensuring quality control of data/research and preparing presentation materials for senior management. The Sr. Manager, Acquisition Strategy will be responsible for: • Define and executing on acquisition strategies in support of Advisor Services growth. • Act as a subject matter expert on key trends in client acquisition. • Aggregate insights from the internal business development organization with industry data on the Registered Investment Advisor (RIA) channel and key competitors. • Project work may include market sizing, customer research, financial analysis, statistical analysis, competitive research, and growth strategy, all with a focus on the Registered Investment Advisor industry. This role would play a key role in defining new opportunities for client acquisition in one of Schwab’s key lines of business. Technical/Functional Qualifications: • Highly client-oriented with demonstrated experience synthesizing qualitative and quantitative data into strategic recommendations (required) • Experience working with sales and business development organizations (preferred) • Strong written and verbal communication skills, including ability to synthesize data, develop recommendations, influence partners and report on status (required) • Strong analytical skills to assess trends and program effectiveness (required) • Ability to work cross-functionally and in team environments (required) • A ‘can-do’, results-oriented approach to business with a high level of self-motivation (required) • Bachelor’s degree (required) • MBA (preferred). • 5+ years experience in business strategy, marketing, or Sales (required) • 3+ years in the financial services industry; experience with the advisor market (preferred)

Friday, July 29, 2011

Hispanic Women’s Corporation

Welcome to the Hispanic Women’s Corporation (HWC)! We are excited to celebrate 26 years of the professional and leadership enhancement of Latina women throughout the United States with Institutes that will inspire! Educate! Elevate! The 2011 National Honorary Chair will be Tucson hero, Daniel Hernandez Jr.
The HWC Institutes at the Executive, Professional, and Youth components will effectively better serve the multitude of Latinas in different phases of their career endeavors. We are expanding out exhibit area to incorporate additional exhibitors based on previous year's high demand.
The HWC Youth Leadership institutes will concentrate on 500 junior high and high school students with focus on academic and career goal setting with a particular emphasis on financial literacy introduced at a younger age.
It is imperative that we jointly continue to financially support the undergraduate and graduate education of our 50 deserving scholars. HWC counts on your continued support to make these academic dreams come true. Donations at all levels toward our scholarship fund are always appreciated.
The HWC looks forward to your continued attendance and support of HWC! Register Now for Early Rates! Sponsor Now for this exciting event!

Linda Mazon Gutierrez
President & CEO
Hispanic Women's Corporation

Tuesday, July 12, 2011

Job Opportunity - Public Relations Liaison for CareerWISE

Job Opportunity - Public Relations Liaison for CareerWISE


The CareerWISE website ( was developed through a grant with the NSF and is targeted to women in Science, Technology, Engineering and Mathematics graduate programs. It has been featured in articles in national media outlets that have generated substantial interest in the program.

Currently, we are looking for a student worker with strong organizational, writing, communication, and teamwork skills to work on marketing and distribution tasks for a newly launched personal resilience training website.

The person selected will be responsible for creating, editing and distributing marketing material to internal and external organizations and sites, establishing relationships with scientific associations for long-term marketing purposes, responding to and routing inquiries from users, organizations and media regarding the website, and other tasks relating to the dissemination of information about the site and its purpose.

Applicants with education and experience in marketing, public relations, or science writing preferred. The candidate may also be given the responsibility of creating and maintaining social media pages. Efforts will be coordinated with the Project Manager, Principal Investigator, and university media personnel.

The position will require 10-20 hours per week on site at the Tempe campus.

Hope you are interested! If so, please email your resume to Deadline Monday July 19th


Kerrie G. Wilkins, M.A.
University Bridge Faculty - UNI 194
CareerWISE Research Assistant
APAGS Campus Representative
PhD. Student, Counseling Psychology
Arizona State University

Wednesday, June 1, 2011

Phoenix Area Career Opportunity: Senior Accountant II

If interested please contact Karina Rico at

Job Title: Senior Accountant II

Job ID: 12340

Location: Arizona

Full/Part Time:

Org Marketing Statement

We are currently seeking a Senior Accountant to join our Corporate Finance team in Phoenix.
This is an exciting opportunity for anyone interested in a career in accounting and wants
to join an organization that will provide opportunities for growth.


*Assist with the revenue recognition and pipeline tracking process by ensuring timely and accurate recognition of revenue
in compliance with contract terms, including coordination of document gathering.
* Ensure accounts receivable objectives and metrics are met, including coordination of invoices and collections .
* Coordinate accounts payable and serve as liaison with central processing center
* Produce and analyze variance reports and performance metrics for business operations management teams.
* Assist in the creation of the annual plan and quarterly forecasts for the business units.
* Produce and Analyze financial models and investment proformas
*Assist the controller in meeting finance and operation goals for the Phoenix market and any other ad hoc projects


Successful candidates will have a Bachelor's degree in accounting or finance with 2-3 years of experience (possess or be pursuing a CPA a plus).
The ideal candidate will have strong communication and analytical skills. Must be a self-starter with the ability to excel in a fast paced and
customer service oriented environment. Strong attention to detail is required. Prior PeopleSoft experience is a plus

Equal Employment Opportunity