
11 - 50 employees
Founded 2002
đź’Ľ Consulting
đź’¸ Finance
Consulting • Finance • Wealth Management
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor. We genuinely enjoy working with a variety of people and institutions, regardless of where they might be on their investment journey. Our clients include families seeking wealth management, plan sponsors building retirement programs, and institutions trying to meet a specific return objective. We are not a subsidiary or business unit of another company and are owned outright by our individual members. As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature. We believe everyone should have access to a dedicated Chief Investment Officer as they pursue their own definition of financial well-being.
🔥 0 minutes ago
🏄 California – Remote
đź’µ $75k - $85k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🚫👨‍🎓 No degree required
đź‘» Ghost score 20%
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11 - 50 employees
Founded 2002
đź’Ľ Consulting
đź’¸ Finance
Consulting • Finance • Wealth Management
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor. We genuinely enjoy working with a variety of people and institutions, regardless of where they might be on their investment journey. Our clients include families seeking wealth management, plan sponsors building retirement programs, and institutions trying to meet a specific return objective. We are not a subsidiary or business unit of another company and are owned outright by our individual members. As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature. We believe everyone should have access to a dedicated Chief Investment Officer as they pursue their own definition of financial well-being.
• Support communities across the portfolio, with frequent travel of up to 100% within the portfolio • Work closely with Traditions Directors and Executive Directors to maintain Memory Care standards, policies, and procedures • Support Memory Care and Health Services programs, including regulatory compliance and adherence to Oakmont standards • Oversee resident care, activity programming, and staffing of Memory Care services for early, middle, and late-stage memory loss programs • Assist with recruiting and onboarding new Directors • Work with new Traditions Directors in their communities until they are fully functional • Assist with retraining and coaching Traditions Directors as assigned • Conduct Traditions Program Audits and timely follow-up • Ensure adherence to Oakmont Traditions policies and procedures in assigned communities • Participate in policy and procedure development • Assist with new community development and openings, including team hiring, training and development, program setup, VIP and Grand Opening participation, department setup, and related programming • Participate in developing Oakmont Programming standards and policies • Support additional projects related to Traditions systems development
• Must be eighteen (18) years of age • Minimum 2 years as a Traditions Director or equivalent in a similar field • At least 2 years working with persons with dementia • 1 year in a management/leadership role • Must have a high school diploma or equivalent • BA/S in gerontology, psychology, social work, or related field, or 4 years experience working in a social services, residential care, psychiatric facility, or related setting • Ability to speak at public events • Must meet the CA DDS minimum qualifications of a dementia trainer • Must have or be willing to obtain RCFE Administrator Certification • Pass a DOJ Criminal Background Check • Must have a clean driving record • Must have reliable transportation • Outstanding leadership and communication skills • Ability to adapt and respond to change, criticism, and stressful situations positively • Highly motivated and able to work independently • Ability to make decisions, prioritize tasks and projects, and maintain excellent time management skills • Knowledge of budgeting, programming cost, labor, scheduling, and HR/hiring • Experience training, coaching, and mentoring • Strong ability to organize and execute events • Ability to work collaboratively with all persons involved in each assignment • Understanding and use of Oakmont Programs Standards, procedures, and policies • Energetic, flexible, and positive demeanor; capable of managing diverse personalities • Proficiency in Microsoft Office programs including Word, Excel, PowerPoint, and other online applications • Proof of COVID-19 vaccination or valid exemption due to qualifying medical reasons or religious beliefs, subject to legal requirements
• Medical, Dental and Vision benefits • Vacation, Personal Day, Sick Pay, Holidays • Discounted Meals • Team Member Discount Program • 401(k) Savings Plan with Company Match • Recognition Programs • Company Paid Life Insurance • Student Loan Refinancing • Pet Insurance • Employee Assistance Program • Opportunities for career growth, relocation, and travel
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