Account Service Manager – Commercial Lines

The Account Service Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels.

The ASM has superior product knowledge and is familiar with the specific products offered by the Agency’s carriers. The Account Service Manager is responsible for assisting clients with service needs and making the required changes to existing accounts. The ASM will work with the appropriate agency personnel to design and recommend proper insurance and risk management programs to Agency clients.

Responsibilities

• Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Researches an issues root cause, implements and resolves policy-related issues
• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
• Provides expertise in strategic planning and consultative advice to clients.
• Gathers and compiles exposure information from the Client.
• Establish an expertise in exposure evaluation
• Participates in negotiations with carriers for new and renewal quotes with oversight
• Reviews quotes, binders, and endorsements and makes requests for changes as needed
• Receives policy, then updates and completes policy check to ensure completeness
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Performs other responsibilities and duties as needed

Qualifications

• Property and Casualty License
• Strong to excellent communication skills are required
• Strong knowledge of Microsoft Office Suite (Outlook and Excel)
• Ability to complete continuing education requirements
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time to meet deadlines

The Carlisle Group has been retained to find an Assistant Vice President, Technical Underwriting Office. Our client is a leading provider of commercial insurance products dedicated exclusively to the construction industry. Their headquarters is located in North Carolina. The company serves markets across the Mid-Atlantic and Southeast and is A-rated by AM Best.

For more than 40 years, our client has maintained a singular focus on the construction industry. With deep ties to the North Carolina Home Builders Association and strong partnerships across industry organizations, the company brings specialized expertise and a consistent commitment to job-site safety and risk management.

As our client enters its next phase of growth, the focus is on strengthening underwriting excellence, enhancing scalability, and driving long-term performance. Their culture is grounded in teamwork, expertise, inclusion, and community, with clear expectations for leaders to deliver results, develop people, and build systems that support sustainable growth.

This is an in-office opportunity. Relocation assistance will be provided.

Position Overview:

Reporting to the VP of Underwriting, the AVP – Technical Underwriting Office (TUO), leads the technical underwriting discipline, governance, and modernization strategy for the underwriting organization. This role drives the evolution of the underwriting strategy by setting underwriting design, standards, tools, and capabilities to ensure consistency, data-driven execution, regulatory compliance, and scalability that support profitable growth and long-term performance.

Responsibilities:

• Lead the design, governance, and continuous improvement of underwriting policies, guidelines, authorities, and overall design to ensure technical excellence, consistency, and regulatory compliance across all lines.
• Lead our staff underwriting function, including underwriting consultants, training, and quality assurance teams, ensuring alignment to strategic objectives.
• Partner with Product, Actuarial, and Finance to assess portfolio performance, rate adequacy, and coverage design; implement technical underwriting and operational enhancements that support profitable growth.
• Set the strategic direction for underwriting training and capability building, designing curricula, learning paths, and tools that strengthen technical skills and support career progression for underwriting staff.
• Oversee the development and maintenance of underwriting manuals, playbooks, and knowledge-management tools that translate strategies and risk appetite into actionable guidance for underwriters and leaders.
• Serve as executive sponsor for underwriting innovation initiatives, driving adoption of technology, analytics, and automation solutions that improve risk selection, pricing accuracy, and productivity.
• Collaborate cross-functionally on enterprise initiatives such as product development, reinsurance strategy, and risk governance, representing underwriting’s technical and operational perspective at the leadership level.

**The above responsibilities are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required by the position. All employees may be assigned additional duties at any time.

Travel Requirements:

• Up to 25% travel is required. Including travel to corporate events and relevant conferences.

Qualifications:

• Bachelor’s degree required; advanced degree preferred in Business, Risk Management, Actuarial Science, or related field.
• Professional designation(s) strongly preferred (e.g., CPCU, ARM, CIC).
• 15+ years of property and casualty insurance experience. Must have experience with underwriting products for the construction industry.
• 10+ years of underwriting leadership experience. 5+ years of experience leading other leaders. Experience leading an underwriting team with a minimum of $350M+ in written premium.
• Deep technical expertise in commercial lines with strong knowledge of construction, forms, pricing, exposure analysis, and regulatory considerations.
• Proven success leading underwriting operations, process improvement, or technical underwriting teams, with accountability for metrics, quality, and change initiatives.
• Demonstrated experience designing and implementing training programs and competency frameworks for underwriting teams.
• Exceptional collaboration and influence skills, with the ability to lead through partnership across business functions.
• Strong analytical and decision-making capability, with a data-driven strategic mindset.
• Excellent communication skills, with the ability to convey complex technical concepts to diverse audiences.

** To perform this job successfully, an individual must be able to perform each primary responsibility satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the primary responsibilities.

Core Competencies:

• Strategic agility and innovation.
• Technical/functional underwriting expertise.
• Operational excellence and process management.
• Developing talent and building capability.
• Collaboration and influencing.
• Change leadership and learning agility.

Physical Requirements:

• Must be able to sit at a desk for 8 hours.
• Must be able to lift up to 20 pounds.
• Must be able to communicate using a standard office phone.
• Must be able to operate standard computer hardware.

Highly profitable commercial carrier “A” rated by A.M. Best has retained The Carlisle Group seeking to hire a talented AVP of Marketing. The role will own this rapidly expanding carrier’s footprint and drive new business production through their independent agency distribution channel. The client is seeking a talented executive who can bring new, and innovative, perspective in an effort to drive further growth.

Responsible for developing, executing, and overseeing the company’s marketing strategy to support growth, brand positioning, and revenue goals. This role owns marketing direction end-to-end, from strategy through execution, and works closely with leadership to ensure marketing efforts align with business priorities.

Oversee marketing communications including branding, public relations, advertising, seminars and events collateral materials, market research, and website design and content.

Maintain key customer relationships and develop and implement strategies for expanding the company’s footprint and growing premium.

Essential Duties:

• Develop and execute comprehensive sales and marketing strategies to meet organizational growth objectives, focusing on distribution partners and new agency opportunities.
• Leadership and ownership over building agency distribution networks in new markets to support corporate sales, production, and growth strategy.
• Drive business development efforts by identifying market trends, analyzing client needs, and expanding our reach into new markets.
• Oversee marketing campaigns to enhance brand visibility, leveraging digital platforms, technology sales tools like Salesforce, and targeted outreach initiatives.
• Identify underperforming markets and execute data-driven, targeted strategies to improve performance in a timely and effective manner.
• Continue a culture of excellence and continuous improvement with a growth mindset to support the future growth of the organization.
• Cultivate and maintain strong relationships with key clients, agency partners, and industry stakeholders through effective account management and negotiation skills.
• Collaborate with cross-functional teams to align sales and marketing goals with agency development, customer service standards, and corporate branding efforts.
• Manage the creation of marketing materials, digital content, social media presence, and agency relations initiatives.
• Evaluate and recommend AI-enabled tools and workflows that accelerates multi-state growth and agency partnerships.

Education and Work Experience:

• Bachelor’s degree in Marketing, Business Administration or related
• 10 + years of progressive marketing
• Proven track record in building an insurance agency network across multiple
• Demonstrated expertise in strategic marketing, agency development, and communications.

Required Knowledge, Skills & Abilities:

• Demonstrated understanding of workers’ compensation parameters, philosophy, and pricing
• Extensive knowledge of new agency contracting including wholesale brokers and
• Proactive team player with a strong interpersonal, organizational, and analytical
• Strong background in marketing strategies that support multi-state growth and agency
• Proficiency with SalesForce or similar CRM platforms for managing agency relationships and premium
• Demonstrated success in executing and leading marketing initiatives within fast paced
• Ability to analyze market data effectively to inform strategic decision-
• Leadership qualities that inspire teams, foster collaboration, and promote a customer centric
• Must be able to work under pressure and meet deadlines while maintaining a positive attitude and providing exemplary customer service.

Our retained client is a rapidly growing technology-enabled specialty insurance agency focused on serving Planned Communities, Condominium Associations, and HOA Management Firms across the United States.

The organization operates a unique Service-as-Software brokerage model, providing clients with a centralized dashboard that allows them to manage the insurance programs and risks across their entire portfolio of properties. While technology enhances client experience, experienced insurance professionals remain at the core of the organization—handling the marketing, placement, servicing, and problem solving required to support complex insurance programs.

The company is building a team of professionals who are collaborative, intellectually curious, and energized by solving complex problems in a fast-moving environment. As the organization continues to scale, it is investing in tools and automation that streamline routine work so employees can focus on delivering thoughtful service and creative solutions to clients and carrier partners.

The Role

Our client is seeking an experienced Commercial Lines Account Manager with strong retail agency experience, ideally supporting HOA / condominium association insurance programs.

Working closely with Primary Producers, Placement Leaders, and internal service teams, this individual will help manage a growing portfolio of insured accounts while supporting the marketing, placement, and servicing of commercial insurance programs.

Success in this role requires someone who is organized, proactive, and comfortable operating in a high-growth environment where teamwork, transparency, and accountability are essential. The right candidate will enjoy partnering with producers, collaborating with carrier partners, and ensuring that complex insurance placements are completed accurately and efficiently.

As the company grows, individuals who demonstrate strong leadership instincts, sound judgment, and a desire to improve processes will have opportunities to help shape scalable service operations around endorsements, renewals, invoice triage, and claims coordination.

Key Responsibilities

• Partner with Producers, Agents, Brokers, and Underwriters to place and service commercial accounts
• Assist with submission preparation, quote evaluation, proposals, and binding documentation
• Manage account activity within the agency’s Agency Management System (AMS) and related technology platforms
• Work across systems including Salesforce, DocuSign, Microsoft Office, and Google Workspace to support efficient account management
• Interface with carriers, wholesalers, and MGAs, including navigating carrier portals and coordinating payments
• Collaborate with internal service teams assisting with ACORD forms, certificates of insurance, broker-of-record letters, and proposals
• Maintain accurate documentation and policy records while ensuring clear and transparent communication with clients and carriers
• Respond thoughtfully to complex inquiries and help resolve issues in a timely and professional manner
• Contribute ideas and feedback that improve operational workflows and strengthen the organization’s service platform

Qualifications

• 5+ years of Commercial Lines retail agency experience
• Direct experience with HOA, condominium association, or planned community insurance programs strongly preferred
• Strong working knowledge of Agency Management Systems (AMS) and carrier portals
• Ability to build effective working relationships with Producers, clients, and carrier partners
• Excellent written and verbal communication skills
• Highly organized with the ability to prioritize work in a fast-paced, service-oriented environment
• Strong aptitude for learning and working within technology-enabled workflows
• CIC, CPCU, RPLU, or similar professional designation preferred

Why This Role

This is an opportunity to join a rapidly growing specialty insurance platform where professionals are encouraged to think creatively, take initiative, and help shape how the organization evolves. The company values individuals who bring integrity, strong client service instincts, and a collaborative mindset to their work.

The role offers a remote work environment, exposure to a growing national insurance platform, and the opportunity to grow alongside an organization that is redefining how insurance services are delivered to planned communities and HOA management organizations.

Highly profitable mutual insurance company has retained The Carlisle Group seeking to hire a talented Commercial Lines Supervisor. The role, part of the organization’s succession plan, will help drive profitable underwriting growth for a commercial lines group experiencing strong results. The client is rated “A” Excellent by A.M. Best, and the company is seeking a talented commercial lines focused professional that would thoroughly enjoy being part of an organization with an impeccable reputation.

Basic Function

Responsible for conducting underwriting across all commercial lines, including quotes, renewals, and risk analysis while supervising commercial underwriters.

Responsibilities:

• Issue Quotes on all commercial lines of business.
• Evaluate risk factors for commercial applications per underwriting guidelines and suggest suitable coverage.
• Review and approve renewal policies following the underwriting guidelines.
• Evaluate inspections, then respond accordingly with suitable actions.
• Request legal notices of cancellation or non-renewal when deemed necessary.
• Communicate with agents regarding problems &/or missing information.
• Provide exceptional customer service to agents & insureds.
• Approve reinstatements based on current risk factors, prior losses, and payment history.
• Oversee and assume responsibility of all work performed by commercial underwriters.
• Supervise, instruct, and train commercial underwriters in all areas of commercial underwriting.
• Visit company agents on occasion.
• Attend deposition, pre-trial conferences and trials as circumstances require.
• Perform other related duties as assigned.

Skills/Experience:

• Minimum 10 years Property/Casualty experience
• CIC or CPCU Preferred
• Strong understanding of the NY regulations
• Strong interpersonal skills, both external & internal
• Ability to work under pressure & meet deadlines
• Supervisor/Leadership Skills
• Customer Service
• Professionalism
• Time Management
• Organizational Skills
• Computer Skills including Microsoft Office

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

The Carlisle Group has been retained to search for a Corporate Counsel. Our client was established in 1997. They are a nonprofit organization and a unique home and community-based network that provides individualized and non-traditional services and care to the highest risk individuals and families with social, emotional, mental health and behavioral challenges. This organization has been a mainstay in the Central New York Community for over 25 years. They operate out of 13 locations in 6 counties and have 600+ employees. The organization’s vision is to keep families together. Their mission is to empower individuals and families.

Corporate Counsel Summary:

Our client is seeking a Corporate Counsel to serve as its senior in-house legal leader. This role provides proactive, strategic legal guidance across the organization, with primary responsibility for contract review, lease and real estate matters, and enterprise-level risk management.

This position works closely with executive leadership, finance, operations, HR, and program leadership to ensure the organization’s growth, partnerships, and service delivery are supported by sound legal strategy.

The Corporate Counsel will translate complex legal risk into practical operational guidance and help leadership make informed, forward-looking decisions.

Duties and Responsibilities

• Oversee review, drafting, and negotiation of contracts across government, vendor, partnership, grant, consulting, and service agreements.
• Collaborate with leadership and review policies and procedures as they relate to legal compliance and risk.
• Identify legal and financial exposure, advising leadership on liability, indemnification, insurance, termination, and operational alignment.
• Partner closely with Finance to ensure contractual commitments reflect financial and operational realities.
• Lead legal oversight of commercial leases, site expansions, relocations, acquisitions, and capital projects.
• Conduct due diligence in regard to capital projects, community partner collaborations, governmental agency regulations, and other new project matters.
• Coordinate with external real estate counsel as needed.
• Provide ongoing legal counsel to executive leadership and the board.
• Advise on new programs, social enterprise initiatives, and geographic expansion.
• Monitor and assess regulatory and compliance risks affecting operations and governance.
• Identify and mitigate organization-wide legal risks through policy development and internal controls.
• Support outside counsel and Human Resources on employment-related matters.
• Oversee litigation management and outside counsel relationships.
• Align insurance coverage with overall risk profile.
• Collaborate cross-functionally with executive leadership, finance, HR, operations, and program teams.
• Build internal legal literacy and governance processes to strengthen decision-making and risk awareness.

Requirements/Qualifications

• Juris Doctor (JD) from accredited law school.
• Licensed and in good standing to practice law in New York State.
• Minimum 5+ years of relevant legal experience.
• Significant experience in:
  • Contract drafting and negotiation.
  • Commercial lease review.
  • Regulatory compliance.
• Strong ability to translate legal language into practical operational guidance.
• Experience advising senior leadership or non-profit boards.

Preferred Qualifications

• Experience in nonprofit or human services environments.
• Familiarity with New York State government contracts.
• Experience supporting multi-site or multi-entity organizations.
• Background in real estate transactions or commercial leasing.
• Exposure to social enterprise or subsidiary structures.

Language Ability

• Ability to read and interpret reports, funding guidelines, and media correspondence. Strong writing and editing skills. Ability to speak effectively before stakeholders, partners, and media outlets.

Reasoning Ability

• Strategic thinker with operational grounding. Comfortable balancing risk tolerance with mission urgency. Strong negotiation skills. High emotional intelligence and collaborative leadership style. Decisive but pragmatic. Able to work independently without large internal legal infrastructure.

Computer Skills

• Proficiency in Microsoft Office Suite, Google Suite, and Word Document Processing.

Certificates and Licenses

• Valid driver’s license. Ability to attend off-site meetings and events as required.

Work Environment

• Office-based with occasional travel.

Physical Demands

• The employee must occasionally lift and/or move up to 25 pounds. The employee is regularly required to sit, use hands, reach with arms, talk, or hear. Occasional standing, walking, or event-related activity is expected.

Salary

$111,000 – $139,000/yr.

The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.

Director of Claims

A reputable regional insurance carrier is seeking an experienced Director of Claims.

The ideal candidate is a proactive, goal-oriented, and highly organized workers compensation claims professional who has a passion for leadership, learning, and innovation and a commitment to excellence. Primarily responsible for the day-to-day oversight of claim-handling and all related functions. Will be a key operational partner working closely with executive leadership to drive strategic initiatives, manage projects, and ensure that claims are handled appropriately according to applicable legal and industry best practice standards. Plays a pivotal role in delivering excellent results by modeling high performance and motivating staff while building strong relationships across teams throughout the organization.

Responsibilities:

Leadership and Team Management

• Provide day to day operational leadership for the claims team in alignment with department goals and executive guidance.
• Lead and develop a highly performing team through staff development, mentoring, and coaching.
• Foster staff growth and accountability, both individually and collectively.
• Develop staff knowledge and expertise by serving as a resource for claim-related questions and technical guidance.
• Assist departmental planning efforts by working with staff to set annual performance goals and monitor results regularly to ensure targets are met.
• Assure the delivery of superior customer service internally and externally.

Operations and Oversight

• Oversee all claim-handling activities and functions and ensure that all functions are executed in compliance with applicable laws, regulations, industry best practices, and department policies.
• Develop and execute effective strategies for managing claims and claims related functions, processes, and workflows.
• Analyze, report, and present data on trends, costs, and KPIs.
• Administer the internal claim review process and provide reports to staff members and executive leadership.
• Manage the timely, adequate, and appropriate setting of reserves through continuous review and analysis, as well as oversight of reserves within reserve authority levels.
• Review settlement evaluations and provide authority within authority levels.
• Provide proactive communication on case activity, department performance, and operational needs.
• Develop and implement operational policies, procedures, workflows, and advocacy initiatives to reduce complaints, disputes, and litigation.
• Monitor reports of suspected fraud and issues of coverage and compensability that may lead to denial of claim to determine if executive review and/or outside counsel is required.

Compliance and Technical Expertise

• Monitor and ensure departmental compliance with all state workers’ compensation commission rules, as well as NCCI, Medicare, and other federal rules and regulations.
• Maintain up to date knowledge of relevant laws and regulations, stays abreast of legislative activity and industry and market trends.
• Timely communicate all developments to staff.

Cross-Functional Collaboration

• Work with Information Systems to develop, test, and implement claims systems enhancements.
• Participate in leadership meetings to provide insights and updates on claims activities.
• Provide technical support and training to internal teams and external stakeholders.

Knowledge, Skills, and Abilities:

• Advanced/specialized knowledge of workers compensation insurance, laws, and regulations.
• Proven ability in staff leadership, coaching, and development.
• Strong expertise in workers’ compensation claim handling.
• Demonstrated fluency of claims processes, controls, and regulatory standards.
• Familiarity with claims management software and data analysis tools.
• Strategic mindset with ability to drive process improvements and customer satisfaction.
• Elevated level of analytical and critical thinking abilities.
• Excellent verbal and written communication skills, including the ability to effectively communicate with internal and external customers.
• Strong leadership and negotiation skills.
• Excellent computer proficiency (MS Office – Word, Excel and Outlook).
• Must be licensed in all relevant jurisdictions or have the ability to obtain licensure as required.
• Must be organized, detail oriented, able to effectively manage time under pressure and meet deadlines while maintaining a positive attitude and providing exemplary customer service.
• Must have the ability to learn new tasks, remember processes, maintain focus, complete tasks independently, make timely decisions in the context of department workflows, and complete tasks in situations that have a productivity quota and/or are time sensitive.

Training and Experience/Minimum Qualifications:

• Bachelor’s Degree preferred.
• Prior experience in the handling and supervision of workers’ compensation claim required.
• 10+ years related experience, including 5+ years of supervisory experience required.
• AIC, CPCU, or ARM designation preferred.
• Experience with multi-jurisdictional claims programs preferred.

Working Conditions:

• Office environment.
• Sedentary work – must be able to remain in a stationary position 90% of the time.
• Occasional travel required.
• Ability to operate standard office equipment and keyboards, walk short distances, exert negligible amounts of force infrequently to lift, carry, push, pull, or otherwise move objects, and/or drive a vehicle infrequently to deliver or pick up materials.
• Must have close visual acuity to perform activities such as: preparing and analyzing data and figures; transcribing; viewing and computer terminal; extensive reading.
• Ability to safely and successfully perform the essential job functions consistent with all federal, state, and local standards.
• Ability to meet qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance.

Job Type: Full-time
Salary: $95,000 – $145,000 per year
Schedule: Monday through Friday

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employer paid Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

“The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.”

Director of Specialized Market Growth

Our client is one of the largest groups of wholesalers, binding authorities, and MGA’s in North America, they serve P&C, Specialty, Life, and Employee Benefits with broad market access. They have $3.3B written premium operations with over 40,000 retail agency relationships nationwide, offer broad market access, technical expertise, and personalized service to meet the unique needs of clients and their customers.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in a related field, such as business administration, marketing or finance required.
• Must speak Cantonese or Mandarin fluently.
• Experience in Wholesale and related aspects of the insurance value chain with an emphasis on surplus lines markets.
• Proven track record of driving sales growth in the industry with a focus on utilizing technology and tech platforms.
• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
• Knowledge of M&A processes and experience in identifying and evaluating potential opportunities.

As the Director of Specialized Market Growth, you will play a critical role in developing and executing strategic initiatives to drive revenue growth within the Chinese American specialized market and maximize business opportunities for this business community. You will directly lead and manage a team of transactional brokerage and contract binding sales professionals, providing guidance, support, and motivation to achieve individual and team targets. Your focus will be on driving new business acquisition, fostering client relationships, and expanding market share.

Leadership and Team Management:

• Lead and drive value proposition across the entire vertical connecting client needs with solutions.
• Directly lead and manage a team of brokers and production professionals, providing coaching, guidance, and performance feedback to drive individual and team success.
• Organize teams and align roles with strategic priorities.
• Set ambitious revenue targets, establish revenue quotas, and develop and communicate strategies to achieve and exceed targets.
• Foster a high-performance culture, promoting teamwork, collaboration, accountability and a customer-centric mindset among the team.
• Recruit, onboard, and develop top talent, ensuring the team is equipped with the skills and resources necessary to succeed.

Revenue Generation Strategy:

• Develop Strategic Plans to achieve Top Line Budget along with Total Existing and New Client Growth Plans/Strategies.
• Develop and execute a comprehensive revenue generation strategy, aligned with the company’s growth objectives and market opportunities.
• Identify and evaluate new business opportunities, market trends, and customer needs to drive product and service offerings.
• Market Expansion: utilize tech-enabled strategies provided by the Innovation Team to identify and evaluate new market and M&A opportunities.
• Collaborate with cross-functional teams, including marketing, product development, and operations, to align strategies and optimize sales efforts.
• Implement effective sales processes, methodologies, and tools to enhance efficiency, streamline workflows, and maximize sales productivity.

Client Acquisition and Relationship Management:

• Lead the team in acquiring new clients, building a robust pipeline, and converting leads to revenue-generating opportunities.
• Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their unique needs and challenges.
• Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services to drive revenue expansion.
• Ensure high levels of client satisfaction and maintain a strong customer retention rate by delivering exceptional service and support.

Sales Process Optimization:

• Establish clear performance metrics, key performance indicators (KPIs), and sales goals for the team.
• Regularly track, analyze, and report on sales performance, revenue metrics, and market trends.
• Provide insights and recommendations to senior management based on data-driven analysis to optimize revenue growth strategies.
• Implement sales forecasting and pipeline management processes to ensure accurate revenue projections and proactive decision-making.

Market Research and Competitive Analysis:

• Stay up-to-date with industry trends, targeted market dynamics, and competitor activities.
• Conduct market research and competitive analysis to identify opportunities, threats, and emerging trends that impact revenue growth.
• Translate market insights into actionable strategies and tactics to gain a competitive edge.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience:

• Strong leadership skills with experience in managing teams.
• Must be able to travel to all offices, client offices and events as needed.
• Self-motivated and driven.

Computer Skills:

• Demonstrated administrative computing skills, including Microsoft Office (MS Project, Visio, Word, Excel, and Power Point).

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity while typing documents and forms.
• Occasionally lift up to 20lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office.
• The noise level in the work environment is usually moderate.

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away

“The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.”

Summary:
Our client is a leader in the bakery and snack industry with over 140 years of history. They are seeking an EH&S Manager to lead a dynamic and growing plant! This role plays a key part in fostering a safe, healthy, and compliant workplace by leading environmental, health, and safety programs across manufacturing and office facilities. The EH&S Manager will partner cross-functionally to proactively manage risk, ensure regulatory compliance, support emergency preparedness, and oversee environmental and workers’ compensation programs.

Key Responsibilities:

• Lead and oversee all Environmental, Health & Safety (EHS) programs and policies across assigned locations, partnering with other sites to share best practices.
• Develop and implement safety policies, procedures, and safe work practices for all facilities.
• Coordinate and lead emergency preparedness and response plans across both plants.
• Manage workplace incidents, investigations, audits, reporting, and corrective actions.
• Maintain training and safety documentation and records.
• Lead the Emergency Response Team in alignment with company policies.
• Serve as the primary liaison with regulatory agencies (OSHA, EPA, DEP, etc.) and workers’ compensation carriers, supporting compliance and legal matters as needed.
• Develop, manage, and support regulatory compliance programs.
• Coach, mentor, and develop EHS team members and subordinate roles.

Qualifications:

• Bachelor’s degree (B. A.) from four-year college or university or equivalent
• 5-10 years’ experience in an EHS role within a manufacturing environment
• Minimum 5 years of EHS experience at a manager level
• Cal/OSHA (California Division of Occupational Safety and Health) experience
• Strong organizational and interpersonal skills.
• Strategic thinker
• Intermediate computer skills (Microsoft Office including Excel and Word) are essential.

Salary range:
$110,000 – $130,000, bonus opportunity, health, dental and vision insurance, 401(k) matching, life insurance, paid time off and company holidays provided.

*This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy.

They were founded in 1990, and their headquarters are in Lancaster, PA. They also have offices in Fort Myers/Naples, FL, Tampa, and Binghamton, NY. They oversee approximately $1.2B in assets under management and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy. This opportunity is available due to growth at the firm.

Our client is interested in considering successful B2B or B2C sales professionals who are interested in making a career change. They will support the person with training, all licensure and future certifications, mentoring, leadership, and business development.

The Financial Advisor plays a key role within the investment firm. This person will provide best-in-class customer service, investment planning advice, and stewardship counsel to clients.

Key functions for the role are:

• Service existing clients and “mining” for new investment opportunities.
• Onboard new clients to the firm.
• Provide financial and investment planning advice and stewardship counsel to families, businesses, churches, and other nonprofit organizations.
• Act as a primary liaison for many clients and offer support and service to others on behalf of the firm.
• Handle a high volume of calls in reference to accounts and planning.
• Meet with clients in person, over the phone, and via videoconference.

Four reasons you should begin a conversation with our client:

• Opportunity to help others achieve their financial goals while honoring their faith and family values while engaging in a meaningful, rewarding, and impactful advisory role.
• You can use their white-labeled BRI asset manager to manage your client’s investments behind-the-scenes.
• Best-in-class administrative, marketing, and portfolio management support.
• Get rewarded financially for your direct efforts and hard work while helping others.

Requirements:

• Bachelor’s degree.
• 10+ years of B2C or B2B territory sales experience.
• Successful track record of achieving and exceeding sales goals.
• Ability to prospect, develop, and network to bring in new business.
• Ability to multi-task between multiple demands from current clients and developing new business.
• Ability to learn/use Salesforce, Tamarac, and document management software.
• Proficient with the Microsoft Office Suite
• Excellent written and verbal communication skills.
• Customer service skills include being organized, detailed, and efficient.

LEAD THE FUTURE OF FOOD JUSTICE IN SANTA MONICA

The Carlisle Group is pleased to partner with Co-opportunity Market to hire their next General Manager!

For 50 years, Co-opportunity Market has been Santa Monica’s answer to corporate grocery: a community-owned pioneer proving that exceptional food, fair wages, and environmental stewardship aren’t mutually exclusive. Now, we’re looking for a bold leader to take us into our next era of growth and impact.

The Opportunity

As General Manager, you’ll lead one of Southern California’s most established natural food co-ops through an exciting inflection point. This isn’t about maintaining the status quo. It’s about building on five decades of trust to create something even more relevant, profitable, and community-centered.

You’ll have full operational authority to:

• Build a team that wins: Lead with empathy while developing and retaining future leaders from within, and attracting top talent who want their work to matter
• Drive growth with purpose: Hit ambitious financial targets while expanding access to healthy food for our diverse members, guests, and community partners
• Innovate the co-op model: Prove that cooperative values and retail excellence aren’t mutually exclusive. They’re compatible and are competitive advantages
• Own the strategy: Partner with the Board on vision, then execute with autonomy

What Success Looks Like

Year One:

• Strong financial performance with a clear path to sustainable growth
• Energized team culture where people want to build careers, not just work shifts
• Deepened community relationships with local farmers, producers, and members
• Operational systems that free you to lead, not micromanage

Beyond:

• A co-op that’s known as Santa Monica’s grocery destination, not its best-kept secret
• Membership growth that reflects our community’s diversity
• A workplace where people develop skills that launch careers in food justice
• Financial resilience that funds the mission for another 50 years

What You’ll Bring

Must-haves:

• 5+ years leading grocery retail or mission-driven operations with P&L responsibility
• Track record of hitting financial targets while building high-performing, engaged teams
• Genuine passion for food justice, sustainability, and cooperative economics, not just box-checking
• Strategic thinking combined with operational excellence (you can build the plan and execute it)
• Ownership mindset: Takes accountability for results, receives feedback openly, and addresses challenges head-on rather than deflecting
• Comfort with Board partnership: you’ll report to them but operate with significant autonomy
• Flexibility for evening/weekend presence as needed

Even better:

• Experience in natural/organic retail or cooperative business models
• Bilingual (English/Spanish)
• Deep connections in LA’s food and wellness community
• Background developing talent and building leadership pipelines

What We Offer

• Compensation: Ideal salary range of $150-160K, based on experience, plus comprehensive benefits
• Impact: Every decision you make affects food access, farmer livelihoods, and community wealth-building
• Autonomy: Real authority to lead, not endless committee approvals
• Legacy: Shape the next chapter of an organization that’s been getting it right since 1974
• Community: Lead a team and serve a membership that genuinely cares about what we’re building together

Our Commitment

Co-opportunity Market is committed to building a team as diverse as the community we serve. We strongly encourage applications from anyone who brings perspectives that strengthen our ability to serve all of Santa Monica.

We are committed to creating an inclusive, diverse, and welcoming workplace for all employees. We strongly encourage applicants from all backgrounds, identities, and experiences to apply.

This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

General Manager

The Food Co-op of Port Townsend – Port Townsend, WA
Retained Search Partner: The Carlisle Group
Salary: 140k-190k/yr.

The Carlisle Group is pleased to be partnered on a retained search with The Food Co-op of Port Townsend, WA in the search for their next General Manager.

The Food Co-op—one of the original grassroots co-ops founded in 1972—remains a cornerstone of the community. The store, approx. 16,000 sf with 10,000sf of retail space and three additional building is sited in the heart of the community, in a unique location close to Townsend Bay. With 7,500 members in a town of 10,000, and 88% of our $25 million in annual revenue coming from member sales, the Co-op is woven into daily life.

Our mission, working together to nourish our community, guides everything we do. Our 110 staff strive to uphold our values of respect, inclusion, participation, integrity, stewardship, love, and resilience, creating a place where people feel connected and proud to belong. The result is a values-driven organization that is financially resilient and ready for the next General Manager.

Living in Port Townsend means being surrounded by beauty, creativity, and a deep sense of community. Victorian architecture, a walkable downtown, and easy access to beaches, forests, and mountains create a lifestyle that feels both inspiring and grounded. Thanks to the Olympic rain shadow, we enjoy moderate weather and year-round access to the outdoors.

Job Purpose

To lead our cooperative so that it achieves the mission and ends policies determined by our board of directors:

Mission Statement: “Working together to nourish our community”.

Ends Policies: The general manager strives to provide these benefits to our member-owners and community while operating a strong grocery store:

• Strengthen and advocate for our local food system, with a vibrant culture of appreciation and support for local farms and producers.
• Treat people well, increasing equity and access by providing a safe, welcoming, and educational environment.
• Treat the planet well, by modeling environmental stewardship and regularly sharing our accomplishments and challenges with member-owners.

Overview of Responsibilities

The job of the general manager is to ensure achievement of organizational results as defined in ends policies and to avoid unacceptable conditions as defined in executive limitation policies. The general manager has the authority to use any reasonable interpretation of these policies.

The general manager is empowered to make all decisions, create all policies, and authorize all engagements that they or they can demonstrate to be consistent with a reasonable interpretation of board policy as provided for in board/general manager relations policies.

The general manager’s performance will be evaluated through systematic and rigorous monitoring of expectations established in policies on asset protection, financial conditions, business planning and financial budgeting, staff treatment and compensation, treatment of consumers, membership equity and benefits, communication and support to the board, board logistical support, and emergency management succession.

A full set of the board’s policies is available upon request.

Reporting Relationships

The general manager reports to the board of directors, which is elected by the members of the cooperative. The board uses Policy Governance, a system that emphasizes vision and values empowerment and accountability. The board uses policy to define the results the general manager is expected to achieve within defined limits of prudence and ethics. The general manager has the authority to hire, direct, structure, and evaluate all other staff.

Qualifications

The board of directors is looking for the following competencies, skills, experience and attributes:

1. Accountability for self: Willing to be held accountable. Listens to feedback without defensiveness. Takes ownership and accepts responsibility for actions, decisions and impacts.
2. Anti-oppression: Advocates for and develops practices that cultivate diversity, equity, and inclusion throughout and on behalf of the co-op. Demonstrates commitment to anti-oppression and anti-racism throughout the co-op and cooperative community.
3. Building and leading teams: Effectively facilitates the formation of teams by creating a climate of trust, encouraging information sharing, active collaboration, and teamwork.
4. Business planning: Takes vision and strategies and turns them into operational plan(s) aligned to Ends/mission, vision and values.
5. Change management: Effectively implements organizational and business changes through thoughtful planning, engaging stakeholders in strategizing, communicating the vision, and measuring success.
6. Courage: Demonstrates resolve in the face of challenges. Willing to make unpopular decisions when needed, and to have difficult discussions with people impacted. Willing to take on appropriate risk for the betterment of the organization.
7. Discretion: Accurately assesses when to share information and when to keep information private.
8. Embraces cooperative business model: Expresses values aligned with co-op values. Articulates what makes co-ops unique, understands the importance of transparency throughout the organization.
9. Financial management: Knows meaning of financial variables, how to find them, and how to place them in business context. Creates and uses meaningful business and financial reports. Creates, and manages to, operating, capital, and cash budgets. Knows how to adjust key operational variables to respond to negative trends.
10. Managing people: Has experience of managing managers. Makes good hiring decisions. Inspires people to do their best through performance feedback, recognition, timely coaching and guidance, and appropriate delegation of work.
11. Relationship building with the board: Understands the need to build trust and a healthy working relationship with information-sharing and transparency. Sees the GM and board as filling different roles but working on the same team.
12. Retail grocery experience: As at least a store or operations manager. Familiar with how stores operate to meet goals, understands key metrics. Knows enough about administrative departments to effectively manage them.
13. Strategic thinking: Thinks conceptually, imaginatively and systematically about the success of the co-op, while considering the big picture and the long term.

This is a unique opportunity to lead a mission-driven, financially resilient, community-owned grocery in one of the most beautiful and engaged small towns in the Pacific Northwest.

Interested candidates should contact The Carlisle Group for more information regarding this retained search.

“The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.”

Inside Agency Distribution Manager

Our client has Retained The Carlisle Group to conduct a Search for an Inside Agency Distribution Manager.

Our client is a well respected, A Rated Property & Casualty Insurance company. This position is unique in that it would be an inside role that would support the Sales & Marketing team with the existing agents in a multi-state territory.

We are looking for someone with a Personal Lines background, possibly Account Management or Underwriting that is a high drive person that would aspire to potentially go into the field as a Marketing Rep for our client.

Our client would like someone in the greater Philadelphia area, or Western PA or Northern Virginia. Any of these locations would be acceptable. This can be a 100% remote for the Western PA or Northern Virginia Territory and hybrid for the Philadelphia location as our client is domiciled in the greater Philadelphia area.

POSITION SUMMARY:

Responsible for managing the overall agency relationship with developing assigned agents to achieve profitable results from driving new business growth, retaining a desired mix of renewal business, and selectively appointing the right new agencies.

Achieve annual objectives for assigned territory based on the annual business plan using teleconferencing, webinars, and other digital technology.

Work with agencies to ensure high quality business is being written by monitoring accordingly.

POSITION RESPONSIBILITIES:

• Primary focus and responsibility is managing opportunities with appointed agents in a consultative framework through proactive outbound phone calls, virtual webinars and other digital sales methods.
• Responsible for the overall agency relationship, agency management, and directing resources and support as determined by the distribution model.
• Responsible for managing distribution plans with assigned agencies. Responsible for driving new business quote activity and new business results, maintaining existing production and profitability. Responsible for building and maintaining plans which hold assigned agents accountable for building quality books of business with organization.
• Assist and support field ADM with prospecting, appointing and training new agencies where appropriate.
• Develop agency plans with key agencies and execute those success plans on behalf of organization.
• Provide training to agencies and new staff hires on all products, procedures, rules, underwriting philosophy, binding guides, and software/systems such as The Key.
• Effectively utilize Salesforce and other automated tools and resources. CRM entries (including agendas and action items) are timely, complete, detailed and follow desired expectations.
• Complete appropriate number of agency sales calls per week/month to deliver on objectives. Calls should include consistent use of a consultative sales process and skills to establish clear forward action plans and gain commitment to achieve them.
• Use strategic approach and segmentation to select the proper agencies to spend time with and provide guidance to agencies with a solutions-oriented, consultative sales approach.
• Analyze and think through agency issues, identify alternative responses/options and bring about an effective solution. Demonstrate good judgment about which creative ideas and suggestions will work.
• Effectively evaluate agency performance on profit and growth and hold agencies accountable for action plans and results.
• Communicate and deliver value proposition for both policyholders and agents.
• Collaborate with various internal partners including Underwriting, Product, and Customer Service teams as needed to be effective.
• Gather and share competitive intelligence, market changes, and competitive position.
• Responsible for establishing and maintaining relationships with industry trade associations and state association members.

MINIMUM EDUCATION AND EXPERIENCE:

Bachelor’s degree and prior insurance experience preferred.

Equivalent combination of education and experience may be considered. Proficient with corporate productivity and web presentation tools including online meetings & video conferencing with strong listening, communication, and presentation skills.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

Proven sales experience with a successful track record highly desired.

Must possess strong phone presence and experience with multiple outbound/inbound phone calls per day with an ability to think strategically, influence people, drive action. Ability to multi-task, prioritize, and self-manage time effectively.

Must have strong organizational and analytical abilities to successfully manage multiple concurrent items at once to achieve territory goals. Experience working with Salesforce or similar CRM software preferred. Scheduling flexibility including occasionally working irregular hours required for company scheduled events.

“The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.”

Lead Underwriter, New York Excess

What You’ll Love About Working Here

Our client is a program manager dedicated to writing primary commercial general liability insurance on a national basis. They work with a select group of surplus brokers, many of which have been their partners for over 20 years. This role provides the right candidate with a high growth potential opportunity with an entrepreneurial-minded company.

What They Are Seeking

Our client is seeking an experienced Lead Underwriter to lead risk evaluation and pricing for excess general liability policies focused on New York Construction accounts.

Interested candidates must possess deep knowledge of New York Labor Law, scaffold law exposures, and contractor risk profiles.

Responsibilities include portfolio management, broker engagement, and underwriting complex risks with sound judgement and profitability focus.

The ideal candidate will have strong analytical skills, market insight, and a proven track record in E&S casualty lines.

Job Responsibilities

• Lead and direct the underwriting proficiency for the New York Excess specific marketplace.
• Nurture and/or grow existing broker relationships.
• Utilize keen understanding of Claims and policy interpretation for Contractor General Liability.
• Understand insurance financials, earned premiums, loss ratios & loss development, coverage forms & endorsements, and contractual liability.
• Apply knowledge of state specific laws pertaining to contract liability.

Minimum Requirements

• License: Property & Casualty (ANY state)
• Minimum of 5 years of Senior Underwriting experience in Commercial Lines with a Managing General Agency (MGA)

Preferred Skills

• Bachelor’s Degree
• Areas of Expertise: Umbrella/Excess Liability, Underwriting Guidelines, Excess Liability, Contract Negotiation, Contractors – General, Contractors – Trade, Contract Review & Analysis, Construction Defects
• Management System: IMS, Guidewire
• Computer Skills: Adobe, MS Outlook, MS Teams, MS Excel

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Account
• Paid Time Off (PTO)
• 401(k)
• Life Insurance
• Long Term Disability
• Bonus Eligible
• Great Team Culture

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Customer Service Representative

Our client is a retail Agency servicing the state of Mississippi. They have built their business by making solid commitments to their business relationships with their producers, their companies and their service providers, to provide superior service and knowledge at all times. This position helps them to uphold that commitment to their customers in a family friendly work environment. Full benefit package including company paid Employee Life and Health Insurance and 401k.

Responsibilities:

Commercial insurance customer service skills including:

• AMS 360 Management System Preferred
• Answering Inquiries
• Issuing payments
• Quoting and issuing policies and endorsements
• Exceptional phone skills
• Brokering ancillary lines of business
• Manage relationships between carriers and agents

Experience / Educational Requirements

• Minimum of 4 years of customer service experience
• Good interpersonal skills
• Excel experience required
• Ability to work as part of team
• P&C license is required

The Carlisle Group has been retained by a law firm that is part of a multi-disciplinary group to search for a Managing Member to add to their team. This is a new growth opportunity. The law firm was established over 16 years ago and has senior partners with decades of experience. The firm specializes in law for both individuals and businesses. On the business law side, they specialize in entity formation, succession planning, contracts, tax advice, and commercial real estate.

On the personal law side, they specialize in estate planning and administration, charitable planning, real estate, elder law, and special needs planning. There are two locations in PA (Lancaster area) and one location in NY.

This role will be located at their headquarters office in Lancaster, PA.

Essential Duties & Responsibilities:

• Operations & Resources
  • Manage day-to-day operations of the law firm and technological needs.
  • Develop and monitor office policies and standard operating procedures (SOPs).
• Financial Management
  • Oversee budgeting, financial reporting, billing, and collections.
  • Ensure billing accuracy and timely communication with clients.
• Team Leadership
  • Recruit, onboard, and train legal staff, providing coaching and performance reviews.
  • Balance and assign caseloads for efficient team workflow.
• Client Relationship Management
  • Maintain and enhance client communication to ensure high-quality service.
  • Act as a client liaison, addressing concerns promptly.
• Compliance & Risk Management
  • Ensure firm compliance with legal, regulatory, and ethical standards.
  • Identify and mitigate risks, including malpractice and cybersecurity threats.
• Strategic Planning & Growth
  • Set goals and identify growth opportunities with ownership and directors.
  • Assist in marketing, client outreach, and networking efforts.
• Administrative & Operational Support
  • Oversee scheduling, document management, client intake, and workflow.
  • Manage key performance indicators (KPIs) to maintain firm targets.
• Client Services Excellence
  • Uphold faith-based principles in client service and address inquiries professionally.
  • Support legal team efforts in maintaining high client satisfaction.
• Business Law & Estate Law Expertise
  • Conduct legal research, draft documents, and represent clients in various proceedings.
  • Provide guidance on estate planning, trusts, and asset protection.
• Documentation & Quality Assurance
  • Maintain accurate case files and quality assurance processes.
  • Ensure documents comply with all relevant legal standards.
• Professional Development & Networking
  • Build and deepen client networks to grow the firm’s client portfolio.
  • Attend business meetings and training courses to stay current and support industry growth.
• Miscellaneous
  • Respond to phone calls, texts, and e-mails in a timely fashion.
  • Follow and adhere to Company policies, procedures, and guidelines.
  • Perform other administrative tasks and special projects assigned.

Experience (required):

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the PA State Bar and in good standing.
• 5+ years of experience as an attorney.
• Strong understanding of estate and tax planning, trusts, wills, business law, elder law, real estate, and client service best practices.
• Excellent leadership, communication, and organizational skills.
• Analytical, legal research, and writing skills.
• Understand the importance of creating rapport, developing trust, and becoming a holistic advisor for clients and their families.
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams.
• CRM software experience.

Experience (preferred):

• Management experience with a focus on supervising legal staff.
• Background in business development and marketing within legal services.
• Clio CRM experience.

Our client is a global leader in caramel colors and specialty caramel ingredients, with over a century of experience supporting the food and beverage industry! They offer a broad portfolio of clean-label solutions, including liquid and powdered caramel colors, burnt sugars, and syrups used across a wide range of applications. Known for their quality, consistency, and innovation, our client serves customers around the world.

We’re seeking a Mechanical Engineer who thrives on improving performance, reliability, and efficiency. In this role, you’ll collaborate closely with operations, maintenance, and engineering teams to optimize equipment, support impactful capital projects, and ensure all systems meet the highest sanitary and food safety standards. It’s a hands-on opportunity for someone who enjoys tackling real-world manufacturing challenges, driving continuous improvement, and making a direct impact on production performance every day.

Key Responsibilities:

• Improve reliability and performance of industrial processing and packaging equipment
• Design and support mechanical systems (heating, cooling, fluid handling, structural modifications)
• Troubleshoot failures and lead root cause analysis to minimize downtime
• Manage capital projects from specification through installation and commissioning
• Create and maintain technical drawings and documentation (e.g., AutoCAD)
• Collaborate cross-functionally (maintenance, operations, automation) to improve efficiency and maintenance practices
• Ensure compliance with FDA, HACCP, and other safety/regulatory standards
• Drive continuous improvement in throughput, efficiency, and operational risk

Requirements:

• Bachelor’s degree in Mechanical Engineering
• 3–7 years of experience in manufacturing or industrial environments
• Experience troubleshooting and improving mechanical equipment
• Ability to work cross-functionally with operations, maintenance, and engineering teams
• Strong problem-solving and analytical skills

Preferred:

• Experience in food, beverage, ingredient, pharmaceutical, or other regulated manufacturing environments
• Familiarity with powder or bulk ingredient handling systems
• Knowledge of sanitary equipment design
• Lean manufacturing or Six Sigma experience

Property & Casualty Broker

Our client is a specialty insurance intermediary with a strong focus on workers’ compensation. As part of our continued growth, they are expanding into commercial property and broader P&C offerings and is seeking a Property & Casualty Broker to support and help grow this initiative. Since 2012, they have expanded its carrier access, product offerings, and distribution channels, creating meaningful opportunities for brokers looking to grow their book within a well-supported platform.

Role Overview

The Senior Property & Casualty Broker will be responsible for producing and placing workers’ compensation and/or commercial property accounts, developing retail agency relationships, and growing a personal book of business. This role is well-suited for a motivated broker ready to take on greater ownership, expand market expertise, and contribute directly to growth.

Key Responsibilities

• Broker Collaboration: Work closely with internal teams and retail brokers to deliver responsive service and effective market placement for workers’ compensation and/or commercial property accounts.
• Risk Evaluation & Analysis: Review submissions, identify exposures, and determine appropriate coverage structures based on risk characteristics and market appetite.
• Market Placement: Identify suitable carrier partners, secure competitive quotes, and manage the placement process from submission through binding.
• Negotiation: Analyze and negotiate coverage terms and pricing, clearly explaining options and recommendations to retail brokers.
• Business Development: Generate new opportunities through outbound efforts, inbound quote activity, and relationship-driven prospecting.
• Book of Business Growth: Build, manage, and grow a personal book of business while meeting assigned production goals.
• Agency Relationships: Serve as a trusted point of contact for retail agencies, supporting long-term partnerships and repeat business.
• Account Management: Maintain accurate documentation and ensure compliance with internal procedures and regulatory requirements.
• Professional Development: Participate in continuing education, licensing, and professional designation programs to expand technical and market knowledge.

Ideal Candidate Profile

• Experience: 3–5 years of experience in wholesale brokerage, workers’ compensation, and/or commercial property insurance. Experience in underwriting or sales is a plus.
• Agency Relationships (Preferred): An existing network of retail agency relationships is highly valued and can be leveraged to accelerate production and growth.z
• Education: Bachelor’s degree preferred but not required. Educational requirements may be waived for candidates with sufficient relevant industry experience and demonstrated performance.
• Licenses & Certifications: Active state P&C and/or surplus lines licenses required. CPCU, CISR, or pursuit of professional designations is preferred.
• Attributes: Strong communication skills, sound judgment, organizational ability, and a desire to grow within a collaborative brokerage environment.

Our client is a global leader in ingredient innovation, delivering cutting-edge food colors, natural extracts, and specialty ingredients to the food, beverage, and pet food markets. Supported by a robust global footprint of manufacturing and R&D centers, the company combines advanced color technologies with high-quality, value-added ingredient solutions. With a strong focus on technical excellence and partnership, it works closely with customers to bring clean-label, high-performance products to life.

The Application Scientist plays a key role in driving innovation by developing, blending, and formulating tailored solutions to meet both customer and internal project needs. This highly collaborative position partners across Technical, Sales, Quality, Customer Care, and Operations to deliver high-impact results with speed and precision. Serving as a technical expert, the role supports both internal teams and customers, including hands-on engagement to provide advanced guidance and solutions. This position operates in a dynamic, fast-paced environment with a strong commitment to quality, safety, and regulatory excellence.

Key Responsibilities:

• Develop and scale technical solutions for customer and internal projects from bench to commercial production
• Provide application and technical support to customers, helping accelerate development timelines
• Partner cross-functionally with internal teams to ensure successful project execution and product commercialization
• Build strong relationships with key customer stakeholders through responsive, value-added support
• Lead and support high-priority projects, ensuring technical and customer requirements are met
• Stay current on ingredient functionality and industry trends to drive innovation and expertise
• Travel approximately 15–20% to support customer engagement and project needs

Requirements:

• Bachelor’s or Master’s degree in Food Science (or related field) with 2–5 years of food application experience, ideally in beverage, snacks, or meat
• Experience with ingredient/color applications and customer presentations preferred
• Strong understanding of food manufacturing and production processes
• Proven problem-solving skills and ability to navigate complex, variable situations
• Ability to work both independently and cross-functionally in a fast-paced environment
• Excellent written, verbal, and presentation communication skills

Our client is a global leader in caramel colors and specialty caramel ingredients, with over a century of experience supporting the food and beverage industry! They offer a broad portfolio of clean-label solutions, including liquid and powdered caramel colors, burnt sugars, and syrups used across a wide range of applications. Known for their quality, consistency, and innovation, our client serves customers around the world with both standard and custom formulations!

The R&D Product Development Manager drives innovation by leading the development of new products, processes, and raw material research, bringing ideas from concept to commercialization. This role ensures projects are executed efficiently and in full compliance with safety, food safety, and environmental standards, while coordinating trials across pilot and production environments. Partnering closely with customers and internal commercial teams, the position plays a key role in aligning innovation with market needs. Additionally, it provides leadership and mentorship to core R&D team members, fostering a high-performing and collaborative environment.

Key Responsibilities:

• Leads the development and design of new products aligned with regional and global strategies, in close collaboration with commercial and R&D teams
• Applies deep expertise in manufacturing processes and scientific methodologies to ensure feasibility and effective execution
• Manages R&D projects end-to-end, including planning, trials, validation, and industrial scale-up, while meeting key timelines
• Ensures new products and raw materials meet production, quality, food safety, and environmental standards
• Collaborates cross-functionally with production and quality teams to support product development and continuous improvement
• Provides technical guidance, solutions, and training to customers and internal stakeholders
• Supports customer engagement and project execution through approximately 15–20% travel

Requirements:

• Bachelor’s degree in Food Science, Food Engineering, Chemistry or a related scientific field required
• A minimum of 5-10 years of R&D experience in food or beverage manufacturing (ingredients or finished product)
• Ability to lead, coach, and mentor R&D team
• Proven success taking projects from concept to commercialization
• Capable of performing complex mathematical calculations and maintaining accurate data records
• Knowledge of GFSI standards for food safety
• Understanding of FDA, USDA, or international regulations

Preferred:

• Master’s Degree
• Background in sensory analysis

Our client is a global leader in ingredient innovation, delivering cutting-edge food colors, natural extracts, and specialty ingredients to the food, beverage, and pet food markets. Supported by a robust global footprint of manufacturing and R&D centers, the company combines advanced color technologies with high-quality, value-added ingredient solutions. With a strong focus on technical excellence and partnership, it works closely with customers to bring clean-label, high-performance products to life!

The Sales Account Manager will play a key role in accelerating revenue growth by developing new business and expanding existing accounts across food, beverage, and pet food manufacturers within the assigned territory. This is a highly visible, growth-oriented role focused on building strong pipelines, winning new opportunities, and driving market share. This is a remote position with regular travel to customers. Candidates must be located in Illinois, Missouri, Kansas, Arkansas, Ohio, Michigan, or Indiana.

Key Responsibilities:

• Drive strategic sales growth by meeting monthly and annual revenue targets.
• Develop and execute territory/account business plans while identifying new prospects and expanding key accounts.
• Manage relationships with key accounts to maximize performance.
• Coordinate with internal teams to resolve operational issues and support customer needs.
• Deliver sales presentations and represent the company at trade shows and marketing events.
• Monitor market trends, competitive activity, and gather relevant intelligence.
• Uphold company culture, values, and maintain a high-quality professional image with all stakeholders.

Requirements:

• Bachelors Degree and 3-10 years of ingredient sales experience
• Must have experience with Microsoft Word, Excel and PowerPoint
• Work requires excellent written, verbal and group presentation communication skills
• Must be familiar with CRM software like Act, Salesforce etc
• Must be available to travel up 40%

Competitive base salary of $80,000 – $120,000 plus sales bonus program. Other benefits include Medical/dental/vision insurance, life insurance, PTO, paid company holidays and 401(k) plan.

This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

Company: Our client is on a mission to transform the future of food & beverage. They’re building a world-class platform designed to unlock growth, accelerate innovation, and power companies to their full potential. With an impressive track record of acquiring strong, high-performing businesses and seamlessly bringing them into their ecosystem, they move fast, think big, and deliver results!

Backed by deep industry expertise and a powerful network of partners, they provide unmatched end-to-end support — from product development and pilot production to commercialization, operations, and strategic supply chain solutions. Their reach extends across materials procurement including rigid and secondary packaging, beverage ingredients, bulk alcohol, and tropical fruit imports.

They partner only with the best — industry-leading teams who share their passion for excellence — creating an environment built for scale, innovation, and long-term success. If you want to join a high-growth, high-impact platform shaping the future of F&B, this is the place to be!

Role: The Sales Manager is a results-driven hunter focused on generating new business within the food and beverage industry, targeting A, B, and C tier prospects. This field-based role involves selling the full suite of services and products to both emerging and established brands. Success is defined by securing new customers and meeting or exceeding acquisition targets.

Responsibilities:

• Drive new business by meeting or exceeding assigned quotas for customer acquisition and revenue generation.
• Prospect, qualify, and pursue leads across all customer segments to expand territory and build a robust sales pipeline.
• Manage the full sales cycle from lead generation to closing, tailoring solutions to meet client needs and outpace the competition.
• Maintain accurate CRM records for real-time visibility into pipeline activity and performance metrics.
• Represent the company at industry events, fostering strong relationships and promoting the brand as a trusted, innovative partner.
• Ensure smooth handoff of new accounts to Account Managers by clearly communicating client needs and project details.
• Strategically plan and manage travel to maximize territory coverage while staying within budget.
• Collaborate with internal teams — marketing, product development, and operations — to support proposals and onboarding.
• Monitor industry trends, competitive activity, and growth opportunities, providing feedback on market gaps and product potential.

Qualifications:

• Bachelor’s degree in a business-related field or equivalent professional experience.
• 3–7+ years of B2B outside sales or business development experience in the beverage industry.
• Proven track record of consistently meeting or exceeding new business sales quotas.
• Experienced in managing the full sales cycle from prospecting to contract execution.
• Highly self-motivated, skilled at building relationships, opening doors in competitive markets, and closing deals.
• Strong CRM proficiency with disciplined data management practices.
• Collaborative team player, able to work across departments to develop solutions and support new account onboarding.
• Excellent business acumen with the ability to assess customer needs, evaluate opportunities, and communicate clear value propositions.
• Strategic thinker who can identify emerging trends, competitive shifts, and market opportunities.
• Exceptional communication, presentation, and negotiation skills, adaptable to diverse audiences.
• Thrives in fast-paced, competitive environments with shifting priorities.
• This role involves regular travel, estimated at 50%.

Competitive base salary of $100,000 – $175,000 plus sales bonus program. Other benefits include Medical/dental/vision insurance, life insurance, disability insurance, PTO, paid company holidays and 401(k) plan.

This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

Company: Our client is on a mission to transform the future of food & beverage. They’re building a world-class platform designed to unlock growth, accelerate innovation, and power companies to their full potential. With an impressive track record of acquiring strong, high-performing businesses and seamlessly bringing them into their ecosystem, they move fast, think big, and deliver results!

Backed by deep industry expertise and a powerful network of partners, they provide unmatched end-to-end support — from product development and pilot production to commercialization, operations, and strategic supply chain solutions. Their reach extends across materials procurement including rigid and secondary packaging, beverage ingredients, bulk alcohol, and tropical fruit imports.

They partner only with the best — industry-leading teams who share their passion for excellence — creating an environment built for scale, innovation, and long-term success. If you want to join a high-growth, high-impact platform shaping the future of F&B, this is the place to be!

Role: The Sales Manager is a results-driven hunter focused on generating new business within the food and beverage industry, targeting A, B, and C tier prospects. This field-based role involves selling the full suite of services and products to both emerging and established brands. Success is defined by securing new customers and meeting or exceeding acquisition targets. This role will be responsible for growing the Northeast territory!

Responsibilities:

• Drive new business by meeting or exceeding assigned quotas for customer acquisition and revenue generation.
• Prospect, qualify, and pursue leads across all customer segments to expand territory and build a robust sales pipeline.
• Manage the full sales cycle from lead generation to closing, tailoring solutions to meet client needs and outpace the competition.
• Maintain accurate CRM records for real-time visibility into pipeline activity and performance metrics.
• Represent the company at industry events, fostering strong relationships and promoting the brand as a trusted, innovative partner.
• Ensure smooth handoff of new accounts to Account Managers by clearly communicating client needs and project details.
• Strategically plan and manage travel to maximize territory coverage while staying within budget.
• Collaborate with internal teams — marketing, product development, and operations — to support proposals and onboarding.
• Monitor industry trends, competitive activity, and growth opportunities, providing feedback on market gaps and product potential.

Qualifications:

• Bachelor’s degree in a business-related field or equivalent professional experience.
• 3–7+ years of B2B outside sales or business development experience in the beverage industry.
• Proven track record of consistently meeting or exceeding new business sales quotas.
• Experienced in managing the full sales cycle from prospecting to contract execution.
• Highly self-motivated, skilled at building relationships, opening doors in competitive markets, and closing deals.
• Strong CRM proficiency with disciplined data management practices.
• Collaborative team player, able to work across departments to develop solutions and support new account onboarding.
• Excellent business acumen with the ability to assess customer needs, evaluate opportunities, and communicate clear value propositions.
• Strategic thinker who can identify emerging trends, competitive shifts, and market opportunities.
• Exceptional communication, presentation, and negotiation skills, adaptable to diverse audiences.
• Thrives in fast-paced, competitive environments with shifting priorities.
• This role involves regular travel, estimated at 50%. Candidates should be based in the territory.

Competitive base salary of $100,000 – $175,000 plus sales bonus program. Other benefits include Medical/dental/vision insurance, life insurance, disability insurance, PTO, paid company holidays and 401(k) plan.

This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

The Carlisle Group has been Retained to conduct a search for a Senior Product Development Analyst. Our client is a well-respected Property & Casualty organization. Preferably, this person would have both Personal and Commercial Lines experience in Product Development.

Senior Product Development Analyst

Job Description

Draft revisions for policy forms, endorsements and manuals for P&C personal and commercial lines of business for the company and individual member companies. Prepare and make filings through SERFF with state insurance departments. Meet changing market needs as well as regulatory and legislative requirements.

Requirements

• 5 years minimum P&C Insurance experience with product development and understanding of state filing process
• Insurance designation course work preferable
• Knowledge of SERFF filing systems is desirable
• College degree preferred

Skills

• Ability to work independently
• Clarity in verbal and written communication
• Ability to read, research and extrapolate data from varied sources
• Ability to evaluate data
• Proficient in business software, i.e., Microsoft Office
• Mathematical comprehension in addition to computation
• Capable of adapting existing guidelines to varied situations
• Ability to determine and reshuffle priority of work
• Strong organizational skills and attention to detail
• Strong reading comprehension
• Ability to create personal and commercial forms and manual revisions
• Ability to multitask and set priorities as needed

Job Duties

• Revise and update forms and manuals for company and member companies and file through SERFF with state insurance departments
• Create Bulletins to announce revisions and updates
• Represent company at industry meetings and conferences as needed
• Recommend services and programs to current member companies and prospects
• Assist in the development of press releases and newsletter articles
• Review each project and set a realistic deadline
• Keep abreast of current P&C topics through research, webinars, publications, etc

Member Company Contact

• Communicate with our member companies as needed to discuss filings, policy language, actuarial documentation, and state objections and answer company questions.

External Vendors & Board Contacts

• Communicate with state insurance departments and outside professional consultants exclusively for company business.
• Contact with Board as requested by management

“The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.”

The Carlisle Group has been retained to search for a Senior Wealth Advisor. Our client is a privately owned, independent financial advisory firm with three locations in Camp Hill, Gettysburg, and Lewisburg, PA. This role is open due to growth of the company. This opportunity can work from the Gettysburg or Camp Hill locations.

The Senior Wealth Advisor serves as the primary point of contact for clients and is responsible for delivering personalized financial advice and comprehensive wealth management strategies to clients. The role is highly client facing, focusing on building strong, long-term relationships, understanding client goals, and providing tailored recommendation across investments, retirement planning risk management, tax strategies, estate planning, and charitable contribution.

Company Team Values:

• Generosity – We encourage clients and teammates to be purposeful and share their resources with others.
• Relationship – We value others by prioritizing relationships and putting people first.
• Excellence – We strive for the highest levels of quality and professionalism by never cutting corners.
• Authenticity – We endeavor to show genuine care to our clients, teammates, and families.
• Fun – We laugh, play, compete, serve, and celebrate with our teammates and our clients.

Essential Functions and Key Role Accountabilities:

• Serve as the primary advisor and trusted partner for a book of clients.
• Conduct in-depth discovery meetings to understand client objectives, risk tolerance, and financial priorities.
• Deliver and present comprehensive financial plans, investment strategies, and retirement priorities.
• Maintain ongoing communication with clients to monitor progress, address changes, adjust strategies as needed.
• Develop, implement, and monitor customized financial plans using planning software.
• Conduct investment analysis, portfolio construction, and asset allocation based on client goals and risk profiles.
• Collaborate with external professionals (CPAs, attorneys, insurance specialists) to deliver coordinated client solutions.
• Understand and utilize client relationship management systems to document client information and manage tasks.
• Build and grow a client base through referrals, networking, seminars and community engagement.
• Oversee account transactions and service requests in coordination with support staff.
• Mentor and guide Associate Advisors, Planning Associates, or support staff as needed.
• Coordinate and maintain rules and regulations relating to compliance and disclosures.

Required Skills/Abilities:

• Highest level of integrity and ethical standards, and absolute respect for client confidentiality.
• Attention to detail and a high degree of accuracy; ability to work in a highly regulated environment and navigate paperwork requirements with minimal errors.
• Professional attitude, demeanor, and appearance.
• Passion for excellence and a strong dedication to clients and teammates.
• Ability to interact with business owners, C-level executives, and high net worth clients.
• Initiative and resourcefulness to solve problems and suggest improvements.
• Ability to work independently but also collaborate in a team atmosphere.

Education and Experience:

• Bachelor’s degree.
• CFP is strongly preferred. Will be required to obtain the CFP in the first year of employment if not already have the designation.
• 7+ years of financial industry service experience required.
• Proficient in investment and insurance products.
• Experience with successfully managing client relationships and delivering financial advice.
• Strong proficiency in Microsoft Office and web-based applications.
• Extremely strong organizational, problem-solving, and communication skills.
• Ability to handle multiple tasks, maintain high quality of work, and work independently or in a team.

The Carlisle Group has been retained to find a Vice President of Finance and Shared Services. Our preferred client is one of the world’s best pre-K through 12th grade private schools, where qualified students live on campus and receive a top-notch education, health care (which includes comprehensive medical, dental, and psychological care), and more—with all costs covered.

Since its founding in 1909, the school has graduated 12,000+ students. They are committed to providing an exceptional education and outstanding resources for children from underprivileged backgrounds. The school enrolls approximately 2,200 students, has 1,600+ employees, and is located on a campus with over 5,000 acres and 598 buildings. They are one of the largest schools in the United States. The campus is one of the most well-resourced, technologically advanced, and well-maintained educational institutions in the nation.

This is an in-office opportunity located in Hershey, PA.

Position Overview

The Vice President of Finance and Shared Services reports to the President and oversees all financial matters for the school. The position includes analyzing data and advising management on ways to use the information to make strategic decisions about the organization’s future. The position ensures the school complies with tax laws and regulations, and US Generally Accepted Accounting Principles (US GAAP). In addition, the position has responsibility of shared services between K-12 and Pre-K organizations, ensuring both entities follow the guidelines of the shared service agreement, resolves disagreements, and is key for the establishment and performance of this function at both centers.

The Vice President of Finance and Shared Services is a member of the Mission and Strategy Team, a voting member of Compensation & Benefit Committees for both organizations, ERISA Committee, Policy Committees for both organizations, ERP Steering Committee, Capital Review Committees for both organizations, and Real Estate Committee. In addition, it serves as BOM TAFIC and ARC liaison.

The Vice President of Finance is responsible to execute and uphold our co-fiduciary role and sole beneficiary of the school Trust as a trustee.

Key Accountabilities

• Accounting Services: Provides leadership and guidance to ensure the operation of effective financial reporting, cash management, and budgeting programs. (20%)
  • Oversees the fully integrated HRIS and Financial system to ensure efficient and effecting operations:
    • Responsible for modifications, upgrades, and application of the school’s fully Integrated system.
    • Oversees and maintains control of the school’s chart of accounts.
  • Oversees General Ledger and Financial Reporting activities:
    • Oversees the preparation of Financial Reports and Reviews Fixed Assets compliances to ensure assets are accounted for and communicated.
    • Oversees Financial, Pension, MPP, and GSRA audits to ensure compliance with GAAP. Responsible for final preparation of financial statements and reporting of deficiencies and resolutions to the Audit Committee.
    • Responsible for all required analytical schedules for audits and reviews, preparation of PBC’s and special year end reports and schedules.
    • Oversees cash management and banking applications.
  • Responsible for monthly accounting and analysis.
  • Governmental Reporting and 990 preparations.
  • Payroll Administration.
• Shared Services: Responsible for leading, overseeing, and acting as the overall point person for the effective execution and evaluation of Shared Services function. (20%)
  • Responsible for the adequacy of the Shared Services Agreement, methodology, and individual Service Level Agreements in place, and for collaborating with each entity and service provider to ensure operational excellence, adequate and timely conflict resolution.
  • Responsible for leading the recurring Shared Services Meetings and outcomes evaluation and for the recurring reporting to the BOD for material updates and ongoing operations. This role is key for the performance of the Shared Services function for the benefit of both organizations, ensuring risks are properly mitigated and matters proactively addressed.
  • Intermediates shared services between both organizations. Ensures both entities follow the guidelines of the shared service agreement and resolves disagreements.
• Management of the Fully Integrated Business System. (15%)
  • Ensure all applications are operating in compliance with policies, procedures, processes, regulations. Management of the system from the employee lifecycle to the reporting in the GL.
  • Identify and assess the needs of the school. Recommend system and business process enhancements and maintenance of schools’ chart fields.
  • Analyze system deficiencies and opportunities for improvement and compliance. Research and document configuration and behavior, test corrective actions, and validate.
  • Assure all auditable records are operating effectively.
  • Verify all internal controls are in place in all aspects of the system.
• Compliance. (10%)
  • Responsible for ensuring the school is in compliance in all financial and payroll matters.
  • Responsible for ensuring mitigation of risk in all financial and pay related matters.
  • Serve as gatekeeper for all service-related purchases to ensure contracts are reviewed and signed.
• Cost Containment/Procurement. (10%)
  • Responsible for the oversight of the school’s procurement department.
  • Responsible for ensuring the areas of the school are utilizing the procurement department to assist negotiation of goods and services.
  • Work with procurement and managers of the school to ensure proper negotiation and vetting exists for all purchases per the procurement policy.
  • Work with school leaders and procurement to identify areas of savings to assist with the management of the school’s operating budget.
• Financial/Strategic Planning. (10%)
  • Responsible for the long-term financial planning of the school’s operating budget.
  • Responsible for producing the information utilized by the leadership of the school and the Board of Managers to make key strategic decisions regarding the long-term plans of the school.
  • Responsible for executing and upholding the co-fiduciary role and sole beneficiary of the School Trust with the Corporate Company Trust as trustee.
  • Serves as Board of Manager’s TAFIC and ARC liaison.
• Budgeting. (10%)
  • Work with leaders of the school to develop the annual budget to ensure the school is operating within the income available.
  • Work with leaders of the school to manage the annual budget to ensure the school operates within the approved parameters.
• Administrative duties/Committee membership. (5%)
  • Leadership Team, Capital Review Committee, Policy Committee, Compensation & Benefit Committee, ERISA Committee, ERP Executive Steering Team, CHS Capital, and Review Committee.
• Interactions with others in the organization.
  • Internal
    • President – weekly.
    • Leadership Team – weekly.
    • Direct reports – weekly.
    • K-12 School Board of Managers – as needed.
    • Pre-K School Board of Directors – as needed.
  • External
    • Trust Company Manager – monthly.
    • Vendors – as needed.
    • Colleagues — networking and sharing information as needed.

Requirements

• Bachelor’s degree; MBA preferred.
• CPA preferred.
• 10+ years of progressive financial leadership experience, ideally in complex, multi-entity organizations
• 7+ years of supervisory and leadership experience.
• Exceptional leadership and interpersonal skills, with the ability to inspire, influence, and collaborate across senior leadership and board levels.
• Highly driven with strong business acumen and problem-solving capabilities.
• Strong organizational skills, verbal and written communication, conflict resolution, and human relations skills.
• Critical and strategic thinking skills. Strategic financial planning experience is required.
• Ability to multi-task and prioritize.
• High integrity and commitment to serving as a role model for students.
• Passion for engaging with youth and supporting the school’s mission.

The Carlisle Group has been retained to search for a Vice President of People & Culture. Our client was established in 1997. They are a nonprofit organization and a unique home and community-based network that provides individualized and non-traditional services and care to the highest risk individuals and families with social, emotional, mental health and behavioral challenges.

This organization has been a mainstay in the Central New York Community for over 25 years. They operate out of 13 locations in 6 counties and have 600+ employees. The organization’s vision is to keep families together. Their mission is to empower individuals and families.

Vice President of People & Culture

Position Summary:
The Vice President of People and Culture is responsible for developing and executing a comprehensive human resources strategy that supports the organization’s mission and growth goals by recruiting, developing, and retaining a high performing, mission-driven workforce.

This VP will ensure the organization’s human resources policies and practices are compliant with legal requirements and reflect best practice standards. This role oversees HR operations for a growing workforce (currently 600 full-time and part-time employees), serves as a strategic advisor to the Executive Leadership Team, and contributes to agency-wide decision making.

This role translates agency strategy into coordinated action, ensures quality and compliance, and is accountable for outcomes, staff leadership, fiscal oversight, and mission alignment.

Core Responsibilities:

• Strategic & Program Leadership.
• Decision-Making & Accountability.
• Team Leadership & Development.
• Data, Outcomes & Quality Improvement.
• Fiscal & Resource Oversight.
• Human Resources Oversight.
• Agency Collaboration.
• Community & Systems Engagement.
• Mission & Culture Stewardship.

Performance Metrics:

• Achievement of position specific outcomes and KPIs.
• Meeting or exceeding quality, compliance, and service delivery standards.
• Conscientious fiscal management and budget adherence.
• Effective team leadership, high quality supervision, and professional development of direct reports.
• Cooperation and collaboration with other agency leaders.
• Positive contributions to agency-wide initiatives.
• Demonstrated commitment to the organization’s mission and values and consistent role modeling of those values.

Programs/Operational Functions Oversight:

• Compliance with all federal and state labor laws, including development of clear, compliant HR policies.
• Employee relations and risk management (progressive discipline, grievances, unemployment, worker’s compensation).
• Payroll and benefits (processing, salary analysis, and total-benefit compensation strategy).
• Onboarding and professional development of staff (in conjunction with the Director of Training).
• Performance evaluation system.
• Recruitment and retention of high-quality staff.
• Employee engagement.
• Organizational culture initiatives aligned with the organization’s mission and values.
• HRIS data reporting and analysis for agency decision making.

Key Outcomes & KPIs:

• Reduce vacancy rate.
• Reduce time to fill for direct line staff.
• Increase retention rate.
• Increase employee satisfaction and engagement.
• Develop a total compensation package at or above the 80th percentile of the local nonprofit market.
• Use workforce and community demographics to enhance efforts to ensure the organization’s workforce mirrors the community at all levels of the agency.
• Accuracy and compliance with HR activities (i.e., payroll, benefits, progressive discipline).

Budget/Funding Responsibilities:

• Develop an agency-wide budget that reflects investment in recruitment, retention, and professional development. Adhere to approved budget.
• Manage benefit costs and lead renewal negotiations.
• Personnel cost forecasting to assist with grant budgeting.

Community & Partner Relationships:

• Develop and sustain recruitment pipelines with local high schools, colleges, workforce development board, and professional organizations in each community the organization serves.
• Maintain working relationships with employment counsel and benefit brokers.
• Strong working relationship with Finance on payroll, benefits, insurance, and budget matters.

Requirements/Qualifications:

• Bachelor’s degree is required; Master’s degree is preferred.
• 10+ years of progressive HR generalist leadership experience is required.
• 7+ years of direct management/supervisory experience is required.
• Professional HR certifications preferred (SHRM-SCP, SPHR, etc.).
• Must have HR leadership experience working within a 300+ employee organization or company.
• Proficient with Google Suite and ability to work efficiently with HRIS/ERP systems.
• Commitment to the mission and values of the organization.
• Demonstrated ability to cultivate collaborative working relationships.
• Effective in both oral and written communication.

Salary Range:

$114,000 – $142,000/yr.

The salary range provided is a good faith estimate representative of all potential geographic locations. The final offer will be determined based on the candidate’s primary work location, experience, and specific skills. Benefits are subject to the terms of the specific plan documents.