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Wms Partners Llc Jobs in Oregon (NOW HIRING)

You'll be the success partner for Medicaid agencies in building healthier communities and stronger ... CMS Waiver Management System (WMS), Medicaid Model Data Lab (MMDL), and MACPro portals Compensation ...

Manage integrations/interfaces between Syteline and other systems (EDI, WMS, Excel/CSV imports ... Work with Infor support/VAR partner on tickets, escalations, and enhancement requests General IT ...

Wms Partners Llc information

What types of clients and industries does a professional at WMS Partners LLC typically work with, and how does this influence daily responsibilities?

Professionals at WMS Partners LLC, a wealth management firm, typically work with high-net-worth individuals, families, and sometimes institutional clients across a range of industries. This client diversity requires team members to be adaptable, detail-oriented, and skilled in developing personalized financial strategies. Daily responsibilities often include portfolio management, financial planning, investment research, and regular client communications. The collaborative environment encourages ongoing learning and close teamwork with other advisors, analysts, and support staff to ensure clients' complex financial needs are met.

What is WMS Partners LLC?

WMS Partners LLC is a wealth management firm that provides financial planning, investment management, and advisory services to individuals, families, and institutions. Founded in 1993 and based in Maryland, the firm is known for its personalized, client-focused approach and fiduciary responsibility. WMS Partners offers services such as estate planning, tax strategies, philanthropy planning, and multi-generational wealth management. Their team of advisors works closely with clients to develop tailored solutions to help them achieve their financial goals. As an independent firm, WMS Partners is not tied to any specific financial products or institutions.

What are the key skills and qualifications needed to thrive as a Wealth Management Specialist at WMS Partners LLC, and why are they important?

To thrive as a Wealth Management Specialist, you need a solid background in finance, investment analysis, and portfolio management, often supported by a bachelor's degree in finance or related field and relevant certifications such as CFP or CFA. Proficiency with financial planning software, portfolio management systems, and CRM tools is typically required. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are essential soft skills. These competencies ensure the delivery of tailored financial strategies, foster client trust, and support the long-term growth of client assets.

What is the difference between Wms Partners Llc vs WMS Analyst?

AspectWms Partners LlcWMS Analyst
CredentialsTypically requires finance, investment, or related certificationsRequires knowledge of warehouse management systems, often with IT or logistics certifications
Work EnvironmentFinancial firms, investment companiesWarehousing, logistics, or supply chain companies
Industry UsageFinance, investment managementLogistics, supply chain management
Common Search/ComparisonYesYes

Wms Partners Llc is primarily involved in investment management and financial services, whereas a WMS Analyst focuses on warehouse management systems within logistics and supply chain environments. While both roles may require analytical skills, their industry focus and certifications differ significantly.

What are popular job titles related to Wms Partners Llc jobs in Oregon?

For Wms Partners Llc jobs in Oregon, the most frequently searched job titles are:

What cities in Oregon are hiring for Wms Partners Llc jobs?

Cities in Oregon with the most Wms Partners Llc job openings:

Infographic showing various Wms Partners Llc job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, 4% Contract, and 1% Nights. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Senior Consultant, Medicaid Policy - HCBS

BerryDunn

Remote

$110K - $125K/yr

Full-time

Re-posted 10 days ago


Job description

Overview

BerryDunn is seeking an experienced Senior Consultant to join our Medicaid consulting team. As part of our consulting team focused on supporting state Medicaid agencies, you will work within Medicaid policy to help agencies implement new programs and administer their current program. You'll be the success partner for Medicaid agencies in building healthier communities and stronger futures.

Your initial work will be in support of our client in West Virginia, leading the implementation of home and community-based services (HCBS) projects such as 1915(c) waiver applications and federal reporting, Ensuring Access to Medicaid Services Final Rule (Access Rule) requirements, HCBS Quality Measure Set implementation, as well as HCBS program cohesion and redesign.

You will work remotely, hybrid, or in one of our offices, helping clients nationally. You will report to and partner with management team members and our Medicaid subject matter experts for both client work and career development. With a growth mindset, you will drive your own development and partner with junior staff to support their development.

Travel Expectations: Travel to client sites can range up to 50%

You Will
  • Lead one or more client policy initiative(s) with a team that will engage in activities such as policy analysis and recommendations, facilitating client meetings, action item and decision management, deliverable development, and project progress tracking and reporting (client work)
  • Drive your development through an annual process that supports your growth goal in partnership with your supervisor and BerryDunn's learning and development team (staff development)
  • Participate in new business development through activities such as research, supporting proposal content, or developing marketing materials (business development)
You Have
  • Seven years of relevant experience, including three or more years working for a state Medicaid agency supporting policy initiatives or as a consultant directly to a state Medicaid agency.
  • Experience with the HCBS Quality measures set and/or Medicaid quality management and measurement
  • Direct experience working with Medicaid authorities such as state plan services, HCBS waivers, Medicaid program implementation, as well as federal compliance and reporting.
  • Experience analyzing regulations and sub-regulatory guidance to inform the direction of the Medicaid program along with managing projects and initiatives to implement program changes to comply with the regulation
  • Experience managing workplans, timelines, and projects including deliverables, operational and administrative tasks, risk, and client communication
  • Preferred: Experience developing and implementing quality improvement initiatives to enhance service delivery and client outcomes
  • Preferred: Experience conducting training sessions for staff and interested parties on HCBS policies, procedures, and best practices
  • Preferred: CMS Waiver Management System (WMS), Medicaid Model Data Lab (MMDL), and MACPro portals
Compensation Details

The base salary range targeted for this role is $110,000 - $125,000. This position may also be eligible for a discretionary annual bonus based on factors such as company and personal performance.  This salary range represents BerryDunn's good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.

BerryDunn Benefits & Culture

Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what's expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn.

We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact careers@berrydunn.com to request an accommodation.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

 

About BerryDunn

BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm's tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. 

BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com.

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Employment Type: FULL_TIME