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Zurich North America is currently looking for an experienced Core Contract Surety Underwriter in our Central Pacific Region. This is a highly technical and market facing position and requires experience with Surety lines of business. This position will be located in our San Francisco or Walnut Creek office. We are open, at the discretion of the hiring manager, to hiring candidates in Sacramento region as well. This position will require approximately 20% travel. The territory for this role includes accounts in California, Nevada, and Hawaii. This role will be filled at either the Underwriting Specialist or Executive Underwriter, Core Contract Surety level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. As a member of Zurich's Core Surety Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal Surety business utilizing The Zurich Way of Underwriting Framework within delegated authority levels on assignments of higher technical complexity ensuring a high-level service to customers. Our Underwriters are Client Externally Focused and the job’s core deliverables rely on delivering service to external clients and/or customers. Typically involves building relationships and promoting the company. This role is responsible for the following: • Production and underwriting of new and renewal Surety business, • Managing of a large book of prominent accounts, • Internal marketing and production within Zurich North America in support of our cross-sell efforts, • Execution of the external marketing strategy, • Adherence to underwriting rules and guidelines, insurance laws, regulations, and the Zurich Way of underwriting, • Establish new as well as develop existing agency and broker relationships, • Working within limits and authorities on assignments of varying degrees of complexity Underwriting Specialist Basic Qualifications: • Knowledge of Contract Surety line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter Basic Qualifications: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelor’s Degree, • In-depth knowledge of Surety line/s of business and the legal and regulatory guidelines, • Ability to effectively assess risk, • Strong negotiation skills, • Strong broker relationships in Northern California, Nevada & Hawaii., • Superior skills in relationship building, active listening, needs analysis, and win-win negotiation, • Possess a high level of customer service by meeting or exceeding broker and or customer expectations with respect to required deadlines, • Excellent oral and written communication skills, • Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $100,000.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - San Francisco, AM - Gold River, AM - Sacramento, AM - Walnut Creek Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-BN1 #LI-ASSOCIATE #LI-HYBRID

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY?Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day activities will be performed independently, the SFA provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete responsibility for all duties associated with non-primary branch locations within the team's WHAT WILL YOU DO? • Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank, • Responsible for revenue production goals related to advisory services and securities products., • Assist in developing new relationships with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas to win new business and cross sell to existing clients., • Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues., • Establish sales calls and travel to attend sales meetings and client and colleague presentations at PBB branch offices and client locations., • Lead discussions about all aspects of Wealth Management Services and be the primary point of contact for all new investment management opportunities., • Relationship Management, • Take a lead role in managing investment services by planning, delivery, and regular review with clients., • Communicate and provide regular updates on all client communications with PBB colleagues., • Proactively communicate with clients about current conditions in the financial markets, and make necessary adjustments to their investment strategies. Communicate strategic shifts in the marketplace., • Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum., • Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly., • Responsible for the overall on-boarding process and maintenance of new accounts., • Ensure all client materials/presentations are prepared and analyzed prior to the scheduled client meeting., • Provide on-going communication to client regarding adjustments or actions that should be taken., • Client Portfolio Review and Management, • For Managed Solutions, structure client asset allocation appropriate with client’s investment objectives and risk tolerance based on CNAM models., • Review the assets in each account regularly to ensure that investments meet the client’s investment objective and the executed Investment Policy Statement., • Responsible for the preparation and presentation of the portfolio review materials at client meetings., • Risk Management and Compliance, • Keep current on client’s financial information while ensuring that clients understand the solutions being provided., • Maintain all appropriate training and continuing education requirements for licenses and certifications., • Ensure that all required account documentation is collected and completed., • For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations and advise clients regarding appropriate portfolio diversification., • Comply fully with all Bank and CNS Operational policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Code of Conduct, FINRA, etc.). WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Minimum 2 years of investment related experience, • Minimum 3 years experience in investment sales, • FINRA Series 7 and 63 and 65 or 66 Additional Qualifications, • The FA shows demonstrated success in a client relationship role for a minimum of one year, with some sales success desired., • Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics., • Solid product knowledge and relationship management skills., • Contributes positive suggestions and demonstrates productive collaboration with line of business partners., • May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience., • May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation., • FINRA Series 7 and 63 securities licenses and state insurance license required., • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-DN1 #CA-DN1

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For * Previous success in building relationships, uncovering needs and recommending solutions * FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire * Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility * Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring * Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions * Being coachable, collaborative, and curious are your "go to" attributes * Committed to delivering an outstanding customer experience with a passion for seeing others thrive * Motivated by results and finding solutions, you take initiative and exceed customer expectations * Extensive knowledge of investment solutions Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals * Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future * Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills * You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales

As a Territory Underwriter Specialist, you’ll market & underwrite Sentry’s products & services to select Commercial Lines independent agents & brokers in a defined territory. We are currently seeking an experienced, self-motivated and results driven individual to fulfill a highly skilled position as a Territory Underwriter Specialist supporting our Irvine Regional office. You will manage and coordinate the sales and placement of middle market business in a wide variety of classes and lines of business. What You'll Do The Territory Underwriter Specialist will be responsible for agent and broker relationships. The ideal candidate will reside in the Greater Orange County territory and will work with the Irvine Regional Office. In addition, you’ll: * Solicit accounts through select agents and brokers * Evaluate, underwrite, and price prospective accounts to select independent agents * Serve as the primary contact with assigned agents and brokers * Provide comprehensive sales expertise to increase production through agency channels * Work with assigned agents and brokers on the coordinating of resolutions What it Takes * Bachelor’s degree or equivalent work experience * Minimum of 5 years related work experience, with multi-line middle market underwriting experience handling accounts in construction, manufacturing, wholesale, real estate, and service industries preferred * Knowledge of the Southern California marketplace, and existing or past relationships with larger independent agents preferred * Previous technical insurance experience, preferably with sales * Experience with underwriting large complex accounts * Exceptional communication and relationship building skills * Strong business and pipeline development skills * Ability to meet travel requirements as you’ll be prospecting new business opportunities in an agent office; meeting with insureds during safety inspections, and participating in mid-year claims review meetings * Ability to travel and have a valid driver’s license with the ability to maintain an acceptable motor vehicle record Based on experience and qualifications, the pay range for this position is: $144,720-$217,200 annually. What You'll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive. * Company car with gas card. * 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future. * Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program * Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off * Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle. * Well-being and Employee Assistance programs * Sentry Foundation gift matching program to encourage charitable giving. About Sentry We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Get ready to own your future at Sentry. Opportunities await! Joe Larsen Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

The Accounting Clerk will develop and maintain positive working relationships with others and support team to reach common goals. Accounting Clerk Job Description. Oxford Hotels & Resorts is looking for a qualified, full-time Accounting Clerk to join our great team at our King George Property.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We're growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn't. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master's or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Sr Insurance Underwriter - Commercial Property - Daly City, CA Seeking a senior underwriter with expertise underwriting large complex commercial property risks. Shall: • Determine risk acceptability, pricing, and coverage. • Develop and maintain positive relationships with wholesale brokers. • Monitor renewal retention ratio and loss ratio. 4 year degree with 5+ years expertise in commercial property insurance with excess and surplus lines experience. Complex Commercial Non-Habitational Property Risks: • Manufacturing Buildings & Equipment • Boiler • Mechanical Breakdown • Industrial • Retail Malls • Stadiums & Recreational • Hospitals • Power Plants • Warehouse • Laboratories • Office Buildings • Petroleum & Mining • Petrochemical • Refineries • Utilities • Solar Farms Company offering a comprehensive and competitive benefits package including medical, dental, vision, 401(k) with 100% company match. Flexible spending accounts, education assistance and much, much more. For complete details contact Greg Foss at: (609) 584-9000 ext 270 Or submit resume online at: Or email to: Please reference #42421CA1430 when responding. Education Requirements: Bachelor Degree Minimum Experience Requirements: 2-5 years Job City Location: Daly City Job State Location: CA Job Country Location: USA Salary Range: $120,000 to $350,000 Diedre Moire Corporation, Inc. diedremoire.com WE ARE AN EQUAL OPPORTUNITY EMPLOYER and our employment decisions are made without regard to race, color, religion, age, sex, national origin, handicap, disability or marital status. We reasonably accommodate individuals with handicaps, disabilities and bona fide religious beliefs. Jobs Career Position Hiring. CONSIDERED EXPERIENCE INCLUDES: Insurance Marketing Underwriter Complex Commercial Property Underwriting Non-Habitational Industrial Manufacturing Buildings & Equipment Retail Malls Hospitals Power Plants Warehouse Laboratories Labs Office Buildings Petrochemical Refinery Utilities Solar Farms Boiler Mechanical Breakdown #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs #Underwriter #CommercialInsurance DISCLAIMER: We will make every effort to consider applications for all available positions and shall use one or more of the contact methods and addresses indicated in resume or online application. Indicated location may be proximate or may be desirable point of embarkation for paid or unpaid relocation to another venue. Job descriptions may fit single or multiple presently available or anticipated positions and are NOT an offer of employment or contract implied or otherwise. Described compensation is not definite nor precise and may be estimated and approximate and is negotiable depending on market conditions and candidate availability and other factors and is solely at the discretion of employers. Linguistics used herein may use First Person Singular and First Person Plural grammatical person construction for and with the meaning of Third Person Singular and Third Person Plural references. We reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Response to a specific posting or advertisement may result in consideration for other opportunities and not necessarily the incentive or basis of the response. Nothing herein is or may be considered a promise, guarantee, offer, pledge, agreement, contract, or oath. If you submit an application or resume which contains your email address, we will use that email address to communicate with you about this and other positions. We use an email quality control service to maintain security and a remove and dead address filter. To cancel receiving email communications, simply send an email from your address with the word remove"" in the subject line to Or, visit the website at . If you have further concern regarding email received from us, call (609) 584-5499

Looking to grow your payroll career while making a meaningful impact? We’re partnering with a well‑established non‑profit organization in the San Francisco area to find a Senior Payroll Specialist who’s eager to continue learning and growing. This is an excellent opportunity to join a mission‑driven organization that offers long‑term stability, purpose, and professional development. Responsibilities: • Process end‑to‑end payroll for an organization with 200+ employees, ensuring accuracy, timeliness, and compliance with internal policies and applicable regulations, • Manage payroll across multiple departments, each with different GL codes, work rules, pay types, and cost centers, • Review, validate, and audit payroll data prior to each payroll run to ensure completeness and accuracy, • Ensure all payroll changes (new hires, terminations, pay adjustments, deductions, retro pay, etc.) are accurately reflected in the payroll system, • Administer and support integrated time and attendance systems, ensuring accurate capture of worked hours, PTO, and exceptions, • Partner with department leaders and HR to resolve timecard discrepancies and ensure adherence to work rules and organizational policies, • Monitor and troubleshoot timekeeping issues, providing guidance and support to managers and employees as needed, • Serve as a key user of the payroll and timekeeping platform, • UKG payroll and timekeeping experience is strongly preferred, though candidates with experience using similar integrated systems will be considered, • Ensure payroll processing complies with federal, state, and local regulations, • Maintain strict confidentiality of employee payroll and compensation data at all times, • Support internal and external audits by preparing documentation and responding to payroll‑related inquiries, • Maintain organized payroll records and documentation in accordance with retention requirements, • Provide timely and professional responses to payroll‑related inquiries from employees and managers Qualifications: • Experience running payroll for an organization with 200+ employees, • Hands‑on experience with integrated payroll and time & attendance platforms, • Strong preference for UKG payroll and timekeeping experience; experience with comparable systems will be considered, • Advanced ability to work with payroll data, recreate reports, analyze information, and use Excel effectively, • Proven ability to work independently, manage deadlines, and maintain exceptional attention to detail, • Experience supporting payroll in a complex organizational environment with multiple departments, GL codes, and work rules Employment type: • Contract If interested in this position apply today and send your resume to Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

About Bailard Join a Legacy of Values-Driven Excellence! Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully different, and we view that distinction as a powerful strength. For several years, we’ve been honored as one of the nation’s best workplaces, a testament to our enduring commitment to our people. We are dedicated to creating an environment where individuals are empowered to grow, thrive, and feel genuinely supported by their team. Who are you A macro researcher who synthesizes global economic trends, political developments, and market dynamics into clear investment insights. You will shape our international equity strategies by guiding country, sector, and thematic positioning from a top-down perspective—not stock picking. As part of the research team, you’ll collaborate with portfolio managers to assess global risks and opportunities, identify secular growth trends, and translate research into actionable recommendations that inform portfolio construction and articulate our investment narrative internally and externally. This role suits a systems thinker who can cut through complexity and communicate clearly. Responsibilities • Generate top-down insights on global markets via macroeconomic, thematic, and geopolitical research, • Evaluate country, sector, and thematic opportunities across non-U.S. equities, • Present findings and recommendations to the investment team, aiding portfolio positioning, • Monitor global developments—economic data, policy shifts, market changes—and deliver timely, actionable insights, • Contribute to internal research publications and investment communications, • 5–10 years in macro research, global strategy, or thematic investing, • Deep understanding of economic, political, and financial drivers of global markets, • Strong written and verbal communication skills, able to distill complex ideas into clear research and presentations, • Collaborative mindset with ability to contribute to team discussions and portfolio decisions, • Advanced Excel skills; experience with Bloomberg, FactSet, or similar platforms, • Bachelor’s degree required, • Experience with international equity investing, global macro investing, sell-side strategy, or cross-country/cross-sector equity research, • Familiarity with programming/data tools (R, Python, SQL), • Knowledge of equity valuation, quantitative factors, or portfolio construction, • CFA designation or progress toward it, • Hybrid position based in the San Francisco Bay Area $150,000 - $200,000, plus discretionary bonus Note: If you have been employed by Charles Schwab & Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives as essential to innovation and success. We welcome candidates who bring their authentic selves and help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business needs. Background and Credit check required. Pursuant to the San Francisco Fair Chance Ordinance, Bailard will consider for employment qualified applicants with arrest and conviction records. More information on Bailard awards can be found at: ___

Job Title: Client Service Associate About Us We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service. We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us. Syon Capital is an SEC-registered investment adviser. Who We’re Looking For Syon Capital is seeking a full-time Client Service Associate to assist the team in providing best-in-class service to our valued clients. The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are attained. We value individuals who work independently while also contributing to a formidable team dynamic. As a key point of contact, the ideal candidate takes pride in being a trusted problem solver to both our clients and firm. What You Will Do • Serve as a key contact for client requests on designated client relationships, • Respond to client inquiries and communications within 24 hours with most response within the same day, • Initiate wires, transfers, and checks for money movements in Schwab Advisor Center, • Open new accounts by collecting client information, completing forms, and routing to client for signature, • Manage client account maintenance by updating client contact information as needed, • Partner with relationship managers to submit trading tasks to Syon Capital’s investment team in the CRM, • Complete subscription documents for alternative investments in CAIS/iCapital, • Partner with the Investment team on new cash deployments and portfolio creation, • Provide out-of-office coverage for other members of the client services team, • Perform ad hoc tasks and projects assigned What You Have • 5 to 10 years of prior experience in a client facing role within the financial services field, • Bachelor’s degree with at least a 3.0 GPA required (a degree in the Humanities is a plus), • FINRA Series 65, • Beginner level knowledge with Microsoft Excel and PowerPoint, • Experience using Black Diamond, Salentica/Salesforce, Schwab Advisor, and CAIS/iCapital is a plus, • A high degree of thoroughness with careful and deliberate attention to detail, • Exceptional verbal and written communication skills, • A mindset that values every task, big or small, • Hybrid/remote setting—In office Monday through Thursday, from 9:00 AM to 5:00 PM and Friday work from home, • The ability to own complex responsibilities end-to-end and operate with a high degree of autonomy., • The ability demonstrate strong judgmentally, consistency, and accountability and serve as a resource for junior team members, • The ability to meaningfully contribute to improving processes or outcomes Compensation: We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills and qualifications. A reasonable estimate for the current salary range is based on skills and experience. • Analyst and Senior Analyst: $65,000 to $90,000., • Associate and Senior Associate: $85,000 to $125,000. This position is also eligible for an annual discretionary bonus. Benefits and Perks • Comprehensive medical, dental, and vision plans, • 401(k) with 4% company match, • Employee Investment Program, • Pre-tax commuter benefits, • Flexible paid time off, • Hybrid schedule: Friday and 3 holiday weeks remote, • Sabbatical program: 4 paid weeks after 5 years of service, • CE reimbursement for relevant licenses, • Dependent care FSA, • Pet insurance, • Quarterly lunch and learns, • Quarterly team social events Equal Employment Opportunity Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.

Human Resources Business Partner (HRBP) Private Wealth Management Firm San Francisco, CA (Onsite) An established private wealth management firm is seeking an experienced Human Resources Business Partner (HRBP) to lead and manage the firm’s people operations function. This role combines strategic HR leadership with hands-on execution across employee experience, talent acquisition, performance management, compliance, and organizational development. The ideal candidate is a proactive, highly organized HR professional who thrives in an entrepreneurial environment and enjoys building scalable processes while supporting a collaborative, high-performing culture. This role will be an addition to staff offering the opportunity to work closely with leadership and make a meaningful impact across the organization. Key Responsibilities People Operations & Employee Experience • Serve as the primary point of contact for employee questions related to policies, procedures, benefits, and workplace matters, • Manage the full employee lifecycle including onboarding, employee engagement, development, and offboarding, • Maintain and improve HR policies and procedures to support both firm culture and compliance requirements, • Lead employee engagement and culture-building initiatives, • Handle employee relations matters with professionalism, discretion, and sound judgment, • Partner with hiring managers to develop job descriptions and candidate profiles, • Manage full-cycle recruiting processes including sourcing strategy, interview coordination, candidate communication, and offer management, • Ensure a high-quality candidate experience throughout the hiring process, • Coordinate background checks, reference checks, and onboarding documentation, • Oversee performance management processes including review cycles, goal setting, and feedback programs, • Partner with managers to support employee development and career growth planning, • Coordinate learning and development initiatives, training programs, and professional development opportunities, • Ensure HR practices comply with federal, state, and local employment laws, • Maintain employee handbook, policies, and compliance documentation, • Coordinate HR compliance training and required recordkeeping, • Partner with external legal counsel and advisors on employment-related matters as needed, • 5–7 years of progressive HR experience, ideally within professional services, financial services, or a fast-paced corporate environment, • Strong understanding of employee relations, recruiting, performance management, and HR operations, • Experience with HRIS systems, performance management platforms, and compliance tools, • Excellent written and verbal communication skills with strong discretion and professionalism, • Highly organized with exceptional attention to detail and follow-through, • Ability to work independently while partnering effectively across teams and leadership, • Comfortable managing multiple priorities in a dynamic, evolving environment, • Competitive compensation with discretionary bonus potential, • Comprehensive health and wellness benefits, • Professional development opportunities, • Collaborative and team-oriented culture, • Opportunity to partner closely with leadership and help shape the employee experience, • Stable and growing organization with long-term growth potential

Job Title: Compliance and Risk Administrative Assistant Location: Hybrid in SF (2 days in-office / 3 days remote) Compensation: 120-140k + bonus + benefits Our client Our client is a highly regarded, fast-growing firm operating at the intersection of finance, technology, and regulatory excellence. With a strong reputation for integrity and innovation, the organization is investing in scaling its Compliance and Risk Management functions to support continued growth and evolving industry demands. The Opportunity This is a unique opportunity to step into a newly created, high-impact role supporting the Chief Compliance Officer while helping shape the operational backbone of a fantastic Compliance and Risk team. This is a chance to act as a strategic partner, bringing structure, foresight, and cohesion to a fast-moving, intellectually rigorous environment. The right candidate will play a critical role in building processes, driving efficiency, and elevating how the team operates. Key Responsibilities • Manage complex calendaring and scheduling for the CCO, ensuring priorities are aligned and time is optimized, • Coordinate team meetings, communications, and cross-functional touchpoints to maintain alignment and momentum, • Own and streamline the annual compliance manual review process, tracking progress and ensuring deadlines are met, • Lead logistics and execution of the annual compliance meeting, including end-to-end coordination, • Act as a central hub for team operations, ensuring seamless communication and workflow across a distributed team, • Support light travel coordination, primarily for conferences and key events, • Identify process gaps and implement scalable solutions to improve team efficiency and effectiveness, • Assist in onboarding and supporting team adoption of new technologies, including emerging AI tools Ideal Background • Minimum 8 years experience supporting C-suite executives in a professional services environment, ideally asset management, financial services, or legal environments, • Prior exposure to Legal or Compliance teams is required, • Strong ability to “manage up” and operate as a proactive, strategic partner, • Demonstrated success building or improving administrative processes and workflows, • Highly organized with exceptional attention to detail and ability to manage multiple priorities simultaneously, • Confident communicator with the ability to engage and coordinate across diverse stakeholders, • Resourceful, solutions-oriented mindset with comfort navigating ambiguity, • High level of discretion and professionalism when handling sensitive information, • A 4-year college degree is required This role is ideal for a driven, thoughtful professional who thrives on ownership, enjoys building from the ground up, and is eager to make a lasting impact within a critical function.

CONVENTUS MISSION AND VISION Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC’s existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team. POSITION Full-Time, Salaried, Performance-based bonus LOCATION: San Francisco, CA Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you. Conventus is seeking a motivated and detail-oriented Associate, Construction Underwriter to join our growing team. This is an entry-level position designed for candidates who are eager to build a career in construction and real estate finance. The Associate will work closely with Senior Underwriters to support the evaluation and underwriting of construction loan requests for renovation and value-add real estate projects, while developing deep expertise across borrower analysis, draw administration, and project risk assessment. RESPONSIBILITIES • Analyze loan applications for construction and development projects, including financial statements, budgets, pro formas, schedules, and market data., • Review and assess general contractor qualifications, construction contracts, and project team experience., • Evaluate third-party reports (appraisals, environmental, feasibility, inspection, and title reports)., • Collaborate with borrowers, originators, inspectors, and internal departments throughout the underwriting process., • Ensure proposed draw schedules, cost breakdowns, and contingency reserves are appropriate and in line with market standards., • Manage the handoff between loan closing and first construction draw, • Manage and maintain borrower accounts and contact information, • Identify and mitigate risks related to project execution, permitting, zoning, market conditions, and construction complexity., • Ensure compliance with internal policies, investor guidelines, and regulatory requirements., • Participate in loan closings, including review of closing conditions and coordination with legal/title. QUALIFICATIONS Required • Bachelor’s degree in Real Estate, Finance, Construction Management, Business, or a related field., • 0–2 years of experience in real estate, lending, finance, or a related field; internship experience welcome., • Strong analytical and organizational skills with a high attention to detail., • Proficiency in Microsoft Excel and general comfort with technology platforms; experience with Salesforce, Land Gorilla, or Trustpoint is a plus but not required., • Excellent written and verbal communication skills, with the ability to manage multiple tasks and meet deadlines in a fast-paced environment. Preferred • Exposure to construction or real estate lending through coursework, internships, or prior work experience., • Basic familiarity with construction concepts such as scopes of work, draw schedules, or project budgeting., • Basic knowledge of title reports, appraisals, or other third-party due diligence documents., • Genuine interest in real estate finance, construction lending, or credit analysis with a desire to grow into a senior underwriting role. Mindset and Character At CHC, we look for future employees who demonstrate the mindset and character of our following core values: Deliver Extraordinary Client Experience: • Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint. Take Responsibility: • Be proactive, know what you are responsible for, act with integrity and follow through to the end. Respond with Urgency and Care: • Balance speed with quality, ensuring that every response is both timely and impactful. Grow Together:

Must be based in or live within commuting distance to San Francisco, CA or Seattle, WA area Hello Looking for a Technical Program Manager with Cybersecurity and Risk Management experience Remote Roles – Must be based in or live within commuting distance to San Francisco, CA or Seattle, WA area Duration: 6+ months with possibility of longer term extensions Pay rate: $82/hr on W2 If interested, please email your resume to Please Note: W2 ONLY - Per Client Requirement NO C2C, H1B, TN Visa, 1099, F1 – CPT & OPT *Must be located/authorized to work in the USA without visa sponsorship or transfer now or in the future. No C2C inquiries, please!! Description: The Security Technical Program Manager (TPM) will be responsible for the definition, execution, and oversight of security programs focused on client assurance, operational compliance, and platform security. This role requires a strong focus on cross-functional coordination to embed security and legal standardization across client projects and manage ongoing compliance activities. The ideal candidate will be a technical program manager responsible for driving multiple security programs across various security capabilities within the organization. This role will ensure consistent execution, reduced organizational risk, and the successful delivery of complex, cross-functional security initiatives, partnering closely with Security, Engineering, Legal, Compliance, and Client teams. Key Responsibilities: Program Management Structure and manage strategic programs required to deliver critical security roadmap objectives. Define milestones, delivery plans, and measurable success metrics for major security initiatives. Track progress against portfolio commitments, analyze program health, and proactively escalate risks to senior leadership. Manage complex cross-functional dependencies across Engineering, Product Management, Legal, Compliance, and other stakeholders. Support quarterly and annual planning cycles, including investment prioritization and justification of security initiatives. Ensure predictable program execution and accountability through structured governance and consistent reporting cadence. Facilitate stakeholder alignment, trade-off decisions (e.g., security vs. speed), and expectation management. Influence without direct authority to drive secure design principles and manage cross-functional projects to ensure delivery. Establish and maintain standardized JIRA workflows, dashboards, and reporting standards to manage program backlogs, priorities, and security remediation efforts across all capabilities. Develop and publish executive-level and operational dashboards to report on program health, key performance indicators (KPIs), security risk posture, and compliance metrics. Execute day-to-day vendor management tasks, including coordinating security due diligence questionnaires, facilitating contract reviews with Legal, and driving the remediation of vendor-related control gaps. Develop and report compliance artifacts for 1LOD, 2LOD, and 3LOD to support risk reduction strategies. Qualifications: MUST HAVES Bachelor’s degree in Computer Science, Cybersecurity, or related discipline. 5+ years of experience in technical program management 5+ years of experience in cybersecurity 5+ years of experience in risk management Demonstrated experience in Product Security (AppSec), DevSecOps, AI/ML Security, Identity, Platform security domains Demonstrated experience building and managing strategic roadmaps tied to measurable outcomes. Strong understanding of security compliance frameworks (e.g., PCI, ISO) and operational security domains (e.g., User Access Reviews, AWS security roles, Secure SDLC/SAST) Proven ability to partner with engineering and legal teams to drive standardization and manage security due diligence. Excellent written and verbal communication skills, with demonstrated experience facilitating stakeholder alignment and influencing without direct authority. HIGHLY DESIRED CERTS: CISA (Certified Information Systems Auditor) CRISC (Certified in Risk and Information Systems Control) CIA (Certified Internal Auditor) CISM (Certified Information Security Manager)

Job Title: Payroll Specialist Client Location: Onsite; Foster City, CA Pay Comments: W2 Minimum Pay (per hour): 68.25 Maximum Pay (per hour): 76.25 Hours: Full-time Duration: Approx. 6 Month Assignment Job Description: Join a pioneering company at the forefront of innovation, dedicated to shaping the future of its industry through groundbreaking technology and a commitment to excellence. As a crucial partner, Aquent is seeking a highly skilled individual to ensure the seamless operation of vital internal functions. Are you a meticulous and dedicated payroll professional ready to make a significant impact? We're searching for an experienced individual to join a dynamic team, where your expertise will directly contribute to the financial well-being of our employees and the operational efficiency of our organization. In this role, you will be the cornerstone of accurate and timely payroll processing, playing a pivotal part in maintaining employee trust and supporting key financial objectives. Your contributions will directly empower our workforce, allowing them to focus on driving innovation and achieving our ambitious goals. What You'll Do: • Manage end-to-end payroll processing, from initial data entry and timecard validations to ensuring accurate check distributions., • Serve as a primary point of contact for employee payroll questions and concerns, providing clear and helpful guidance., • Assist in the meticulous maintenance of employee and payment records, as well as critical timekeeping documentation., • Collaborate effectively with People, Benefits, Finance, and other departments to ensure integrated and efficient processes., • Lead year-end communication efforts and execute thorough reconciliations to close out financial periods accurately., • Respond promptly and professionally to government inquiries, including wage verifications and garnishment orders., • Conduct benefit audits and coordinate closely with internal teams and third-party vendors to ensure compliance and accuracy., • Perform Leave of Absence payment calculations and entries, ensuring adherence to company policies and regulations., • Undertake additional payroll-related tasks as requested, demonstrating flexibility and a proactive approach. What You'll Bring: Must-Have Qualifications: • Bachelor’s degree with 8 to 10 years of dedicated payroll processing experience, or a H.S. Diploma/GED equivalent with 12 to 14 years of payroll processing experience., • Required experience with Workday Payroll systems., • Comprehensive knowledge of payroll administration principles and related compliance requirements., • Exceptional attention to detail and unwavering diligence are essential for success in this role., • A profound understanding of the importance of confidentiality in handling sensitive employee information., • Intermediate to advanced proficiency in Excel and Word, with strong preference for VLOOKUP and pivot table skills., • Excellent communication skills, both written and verbal, to effectively interact with employees and various departments. Nice-to-Have Qualifications: • An accounting or human resources background is a valuable asset. About Aquent Talent: Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits! Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

Chief Financial Officer (CFO) Location: Hybrid (San Francisco) Salary: $160,000 - $200,000 + Benefits About the Role We’re looking for a hands-on CFO to join a multi-unit restaurant group. You’ll work directly with ownership, taking full responsibility for the financial and administrative side of the business, and helping ensure operations run smoothly. The right candidate has restaurant or hospitality experience, is proactive, and thrives when they can take ownership of processes and drive results. Key Responsibilities • Lead all financial and administrative functions, reporting directly to the owner., • Partner with General Managers to drive performance, revenue, and operational success., • Oversee financial planning, reporting, compliance, and internal controls., • Streamline systems and processes to make the business run efficiently., • Proven CFO experience, in restaurants or hospitality a plus., • Strong operational and financial expertise with a “take ownership” mindset., • Highly organized, detail-oriented, and calm under pressure., • Confident communicator who can provide guidance and challenge when needed., • Committed professional with a track record of long-term roles and measurable results. If you are keen to discuss the details further, please apply today! Due to the volume of application, we may not be able to provide feedback to all applicants. If you haven’t heard from us within 2 weeks, please consider your application unsuccessful. Nevertheless, feel free to reach out!

About Optima Partners Established in 2014, Optima is a leading global regulatory compliance and cybersecurity consulting firm advising financial institutions, including investment managers, hedge funds, broker-dealers, private equity, private credit, venture capital, and any other financial services firm required to ensure compliance with relevant laws, rules, and regulations around the globe. Our team of specialists spans the US, UK, APAC, and UAE, working as trusted partners embedded within our clients' teams. The Role We are seeking a Principal to join our growing US practice, based in San Francisco, Los Angeles, San Diego, Miami or New York. This is a senior client-facing and operational leadership role, supporting the West Coast Partner in delivering and scaling our business. As Principal, you will serve as a trusted senior advisor to a portfolio of private markets clients, taking day-to-day ownership of client relationships, engagements, and delivery quality. You will also play an active role in business development, team leadership, and the commercial performance of the US practice. This role is offered on a hybrid basis with a minimum of 3 days per week in the office. What You Will Do Client Leadership & Advisory • Serve as a trusted compliance adviser to a portfolio of alternative investment manager clients, taking senior day-to-day ownership of key client relationships, provide ongoing senior leadership support to Associate Directors and Directors reporting into West Coast Partner, and deliver quality work product, • Advise on the design, implementation, and enhancement of compliance programs, including policies, procedures, compliance manuals, and governance frameworks, • Lead mock regulatory examinations, regulatory gap analyses, and compliance reviews, including document requests, interviews, testing, and report drafting, • Provide guidance on key compliance topics including MNPI and expert networks, marketing and investor communications, personal trading, electronic communications surveillance, best execution, and annual reviews under SEC Rules 206(4)-7 and 38a-1, • Support clients with regulatory filings, including Form ADV and Form PF preparation and updates, • Interpret regulatory developments and provide strategic guidance on emerging compliance risks, • Represent Optima externally, building and sustaining strong, long-term client relationships across private credit, private equity, real estate, and related structures Business Development • Support and lead business development activities including proposals, pitches, scope discussions and client expansion conversations, • Identify opportunities to grow existing client relationships and introduce new service lines, • Contribute to Optima's West Coast market presence and industry profile Commercial & Financial Management • Margin management and resourcing considerations based on project requirements, • Actively monitor utilization, timesheets, and gross margins on a client-by-client basis, • Draft and manage proposals and statements of work, ensuring commercial targets are met Team Leadership & Development • Support and manage team members working on your client portfolio, providing on-the-job coaching and structured feedback, • Contribute actively to hiring decisions, performance reviews, and team development initiatives, • Proactively set the tone and standard for delivery quality outputs across the West Coast practice Technical & Operational Excellence • Own and contribute to Optima compliance templates, methodologies, and internal standards relevant to your areas of expertise, • Champion the use of technology and internal systems to drive efficiency and quality, • Contribute to internal training, regulatory updates, and thought leadership What We Are Looking For Essential • Significant experience in regulatory compliance, either in-house at an asset manager or in a compliance consulting role — ideally both, • Deep expertise advising private markets clients (private credit, private equity, real estate) on US regulatory requirements, • Proven track record leading complex, multi-workstream client engagements, • Experience managing pricing, margins, and commercial scope discussions, • Demonstrated ability to support and lead business development — proposals, pitches, and client growth, • Strong team leadership and people management skills, with experience managing and developing junior professionals, • Excellent analytical and technical compliance skills, • Exceptional communication skills — clear, confident, and tailored to a senior audience, • Commercial mindset with the ability to identify and deliver practical, margin-conscious solutions, • Based in or willing to relocate to San Francisco, Los Angeles; San Diego. New York and Miami also considered, • Compensation expectations aligned to Optima's Principal-level remuneration range Advantageous • Proven track record of owning or materially contributing to revenue generation ($1M+ book of business), • Regulatory background and experience with Investment Company Act compliance, • Existing West Coast client network within the alternative asset management space, • Experience with Salesforce or comparable CRM and timesheet management tools Why Optima Partners • Senior, high-impact role with genuine ownership of a growing US practice, • Access to a globally connected team of compliance specialists across the US, UK, Asia, and UAE, • Clear and transparent pathway to Partner, supported by a structured promotion framework, • A culture built on technical excellence, collaboration, and trust, • Competitive remuneration with performance-linked upside, • Hybrid working model — minimum 3 days per week in office Salary Range: 200,000 - 280,000 OTE

About the Company Zero busywork. Zero fire drills. Zero surprises. That's how ___ believes a company's finances should run, and that's what we deliver to our customers. What we do ___ is the AI-native platform built to run a company's complete finance function end-to-end. Bookkeeping, rev rec, AP/AR, FP&A: one system where every workflow connects, every entry has an auditable trail, and finance teams get back hours to focus on strategy and growth. Why it matters Finance today runs on manual processes, fragmented tools, and a stack stitched together with spreadsheets and email. It's expensive, slow, and no one's happy with it. t0 replaces all of it. Why we're different ___ is built on Airwallex's infrastructure: global scale, real revenue, real longevity. No venture funding. No misaligned incentives. Just the right solution, built for the long term. What it's like here We build in production, not in theory. Ideas go from whiteboard to customer hands in weeks, and the impact is immediate. You'll tackle real problems with real stakes, operate with autonomy and ownership, and build foundational AI on infrastructure already supporting businesses at scale. If you want to move fast, do work that matters, and help redefine how finance operates: Come build it. About ___ ___ is building the financial operating system for the AI era. As AI makes it possible to automate entire workflows—not just tasks—finance is undergoing a fundamental shift. What once required teams, tools, and manual reconciliation can now be handled autonomously, in real time. ___ sits at the center of this transformation. We design intelligent systems that eliminate financial operations end-to-end—from bookkeeping and reconciliation to tax, payroll, forecasting, and document understanding. We’re not building another finance tool—we’re defining a new category: AI-native finance infrastructure. Our team blends deep research pedigree with real-world execution. We move fast, operate with high standards, and expect end-to-end ownership. The problems we solve are technically hard, commercially critical, and largely unsolved. Responsibilities: • Define and execute the end-to-end partnerships strategy across accounting firms, VC portfolio networks, PE firms, fintech app ecosystems, and Airwallex’s existing customer base as a distribution channel., • Source, negotiate, and close partnership agreements, owning the full lifecycle from first meeting through to measurable revenue impact and ongoing performance management., • Build a repeatable, data-driven channel playbook that compounds over time, including ICP definition, qualification criteria, incentives, enablement, reporting, and partner onboarding processes., • Design and implement operational systems that scale us from initial customers to hundreds, including onboarding and activation workflows, pricing and packaging experiments, process documentation, and internal tooling., • Own customer onboarding end to end, working directly with CFOs and finance leaders to understand their workflows, ensure a smooth implementation, and shorten time-to-value., • Translate customer and partner feedback into clear product insights and requirements for engineering, helping shape the roadmap across onboarding, integrations, and core product experience., • Hire, lead, and develop the operations and partnerships function over time, setting the operating cadence, metrics, and standards for execution as the team scales. Who you are We're looking for people who meet the minimum requirements for this role. The preferred qualifications are great to have, but are not mandatory. Minimum qualifications: • 7+ years of experience in strategy, operations, go-to-market, or business development in high-growth environments such as fintech, B2B SaaS, or technology-driven companies., • Demonstrated ability to design and run go-to-market experiments, including pricing models, market sizing, and competitive analysis that inform commercial strategy., • Proven experience working directly with senior external stakeholders such as CFOs, finance leaders, or VC / PE partners, with strong executive presence in high-stakes conversations., • Comfort working with technical products and data; you do not need to code, but you are curious about how AI and finance systems work and can translate between technical and non-technical audiences., • Strong bias to action, with a track record of running fast, scrappy tests and shipping impact, rather than optimizing slide decks or theoretical frameworks., • Excellent communication and stakeholder management skills, with the ability to collaborate across product, engineering, sales, and marketing to drive outcomes. Preferred qualifications: • Experience at an MBB or other top-tier management consulting firm, or equivalent strategic experience in a leading technology or fintech company., • Hands-on experience building or scaling partnership channels (for example with accounting firms, VC/PE ecosystems, or technology platforms) from zero to a repeatable playbook., • Prior ownership of customer onboarding or post-sale operations for complex, technical products sold to finance or enterprise stakeholders., • Familiarity with AI, data, or infrastructure products, and enthusiasm for shaping how AI and modern finance systems transform the office of the CFO.

Role: Interim/Fractional Benefits Lead (virtual/hybrid) with a San Francisco-based professional services firm Responsibilities: Our client seeks an experienced hands-on benefits leader who can operate independently to provide white-glove service for 200-250 employees at a well-established, sophisticated professional services firm. The role includes Open Enrollment, Benefits Administration and Employee Support, Vendor and Compliance Management. Additional responsibilities include supporting the HR organization through performance management and other year-end processes. Years of Experience: 20+ preferred, but a minimum of 10 years of HR experience with at least 5 years in benefits, is required. Our client optimally seeks a very experienced, self-directed benefits professional. Location: Virtual role with occasional travel for important in person meetings (5-10% travel) although the individual is welcome to work out of the organization's HQ located in San Francisco, if they prefer. While most employees work in the office, this Benefits role can be virtual. Start date, Length and Hours: June 29th or after for approximately 6 months. This is a Maternity coverage with an optimal start date around June 29, which will allow for transition period. 40 hours per week although may be closer to 30 hours/week during slower periods. Hourly Rate: Flexible based on experience level

We are seeking an experienced and detail-oriented Senior Tax Accountant to join our finance team at a leading Private Equity Fund. The ideal candidate will have a strong background in tax accounting and compliance, particularly within the private equity sector. This role will involve managing tax planning, compliance, and reporting for the fund and its portfolio companies, ensuring adherence to all applicable tax laws and regulations. Key Responsibilities: Tax Compliance and Reporting: • Prepare and review federal, state, and local tax returns for the fund and its portfolio companies., • Ensure timely and accurate filing of all tax documents., • Manage tax provisions and related disclosures in financial statements., • Develop and implement tax-efficient structures for the fund and its investments., • Provide strategic tax advice on mergers, acquisitions, dispositions, and restructurings., • Coordinate and manage tax audits and inquiries from tax authorities., • Prepare responses to tax notices and liaise with external tax advisors and auditors., • Provide tax support and guidance to portfolio companies., • Review and analyze the tax implications of transactions involving portfolio companies., • Conduct research on complex tax issues and provide recommendations., • Stay updated on changes in tax laws and regulations that may impact the fund., • Analyze the tax impact of new investment opportunities and business initiatives. Qualifications: Education and Experience: • Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree or CPA preferred)., • Minimum of 5-7 years of experience in tax accounting, preferably within the private equity industry., • Excellent analytical and problem-solving skills., • Strong attention to detail and organizational abilities., • Proficiency in tax software and Microsoft Office Suite., • Ability to work independently and as part of a team., • CPA certification preferred., • Additional tax-related certifications are a plus. Benefits: • Competitive salary and bonus structure., • Comprehensive health, dental, and vision insurance., • Retirement plan with employer matching., • Generous paid time off and holidays., • Professional development opportunities.

CONVENTUS MISSION AND VISION Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC’s existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team. POSITION Full-Time, Salaried, Performance-based bonus LOCATION: San Francisco, CA Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you. Conventus is seeking an experienced Analyst, DSCR Appraisal Reviewer to join our dynamic team. In this role, you will evaluate DSCR mortgage loans for residential investment properties nationwide, focusing on single-family rentals (SFR 1-4), condos, and townhomes. Your role will focus on collateral valuation, rent analysis, cost verification, and market condition assessments to ensure sound underwriting decisions and risk mitigation. This position plays a critical role in the DSCR loan origination process, requiring collaboration across multiple departments, including Sales, Operations, and Capital Markets. RESPONSIBILITIES • Conduct internal valuation analysis for SFR 1-4, condos, and townhomes, using sales comparison approach., • Manage a pipeline of +25 loans, ensuring timely credit reviews and consistent communication with all stakeholders., • Validate appraisal-stated market rents by researching comparable rental listings and submarket market data., • Review appraisals for data accuracy and quality of sales/rental comparables., • Analyze borrower cost breakdowns to verify completed capital improvements., • Recommend appraisal disputes when market data supports a higher value or rent assessment., • Complete DSCR checklists to support and document underwriting decisions., • Prepare and submit internal credit memos for transaction approval, • Collaborate with Sales and Operations teams to determine optimal loan structures., • Identify and recommend process improvements to enhance efficiency. QUALIFICATIONS Required • Bachelor’s degree in Finance, Real Estate, Construction Management, or a related field (preferred)., • 1-3 years of experience in a real estate-related field., • 1-3 years of lending experience (DSCR loan underwriting, real estate lending, or commercial banking experience a plus)., • Prior real estate valuation experience is a plus., • Strong Excel proficiency., • Excellent communication and relationship-building skills., • Ability to manage multiple deals in a fast-paced lending environment., • Highly organized and detail-oriented., • Comfortable with on-the-job training and adapting to a fast-paced team environment. Mindset and Character At CHC, we look for future employees who demonstrate the mindset and character of our following core values: Deliver Extraordinary Client Experience: • Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint. Take Responsibility: • Be proactive, know what you are responsible for, act with integrity and follow through to the end. Respond with Urgency and Care: • Balance speed with quality, ensuring that every response is both timely and impactful. Grow Together: • Grow together through a culture of intellectual curiosity, collaboration and celebration.

Legal & Compliance Associate Venture Fund-of-Fund & Family Office San Francisco Overview Hiring Company is a family office and alternative investment firm located in San Francisco. They strive to hire individuals interested in performing in challenging and demanding roles. Job experience, skills, and an excellent attitude are all equally critical to succeed in the role. The position described below requires a customer support orientation, a disposition to work and assist others to maximize productivity and efficiency. Previous experience in a small organization with a complex business and performing a diversity of responsibilities would be helpful to be in tune with this position. The Company is seeking a Legal and Compliance Associate based in San Francisco who will skillfully and accurately assist the Company’s attorneys with respect to the oversight, coordination and execution of the Company’s general legal and governance issues, regulatory compliance, and investment activities. Note: This is an operational associate role and a JD is not required, though candidates with a long-term interest in a career in finance and law would be great fits. As a member of the Legal & Compliance team, the Legal and Compliance Associate will also contribute to the group’s ability to develop, drive, and execute its own team-specific goals and objectives as well as assist in the execution of overall Company goals. The Legal and Compliance Associate will report to the General Counsel and Chief Compliance Officer. Essential Responsibilities • Assist the Company’s attorneys and outside counsel with the formation of the Company’s new investment funds and special purpose vehicles, including drafting and filing of formation documents, arranging for the execution of partnership agreements and ancillary documentation, establishing and populating investor data rooms, collecting and reviewing completed commitment documents and limited partner AML/KYC information, and coordinating with accounting and operational colleagues regarding the issuance of capital calls. Work with the Company’s attorneys to draft and make the appropriate state and federal regulatory filings with respect to the Company’s new investment funds and special purpose vehicles., • Supervise ongoing legal and governance issues related to the Company’s funds. Coordinate with the funds’ administrators on recordkeeping matters, including maintenance of funds’ registers of limited partners and AML/KYC documentation. Work with the Company’s attorneys to review transfer agreements and effectuate transfers of limited partnership interests as appropriate. Assist with the preparation, review, and distribution of Company communications with limited partners. Maintain the Company’s organization chart., • Manage certain regulatory compliance activities related to the Company’s investments and funds that typically occur on a set schedule. Maintain and update the Company’s compliance tracker to ensure timely regulatory filings, reviews and trainings. Assist the Company’s attorneys with annual compliance reviews, updates to the Company’s compliance manual and maintenance of fund- and compliance-related files., • Respond to miscellaneous day-to-day matters and ad-hoc requests from investment and operations teams, including assisting with non-disclosure agreements, service agreements, and other routine commercial contracts., • Continually and proactively work towards becoming an indispensable contributor to the Company. This may include: managing legal invoice review and allocation; assisting other team members with the investigation of evolving laws and regulations; supporting ad-hoc legal projects; helping the team recognize opportunities for workplace efficiencies; and helping to identify ways this position can support evolving the Company’s priorities/ workloads. Required Skills & Abilities • Familiarity with financial- and fund-related terms; interest in gaining a greater understanding of the legal and regulatory framework relating to private funds and investment management; ability to read structure charts and signature blocks., • Experience negotiating, summarizing, and organizing various commercial contracts preferred., • Proficiency with Microsoft Office Suite, including Excel., • Experience using advanced software, virtual data rooms and/or legal agreement management tools to upload, version control, redline and organize documents, or AI-related programs., • Operating with honesty, integrity, respect, and discretion., • Exhibiting exceptional judgment., • Being highly organized and effective at planning., • Being self-motivated and proactive; taking initiative., • Consistently showing superior attention to detail., • Demonstrating a commitment to teamwork. Education and Experience • Bachelor’s degree in a relevant field., • Paralegal certification a plus., • Notary Public license a plus., • At least 1-2 years of relevant work experience in a similar position preferred, ideally in the finance industry with a Registered Investment Advisor. The Company is willing to train highly-motivated candidates with an interest in the finance industry and a future career in law.

Credit Underwriter Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. Currently we are seeking a Credit Underwriter. The successful candidate will be responsible for the maintenance and development of an assigned portfolio of loan relationships. Acts as a consultant to clients and a resource to the bank in developing and retaining business. Will underwrite a wide variety of complex secured and unsecured loans and lines of credit. Analyzes financial statements, financial ratios, tax returns, and other documents to evaluate risk exposure and prepares written loan recommendations that are consistent with bank objectives. In complex situations, may work directly with the client and or the account officer to determine the most appropriate financing solution. Processes loan applications received from assigned branches or business development officers (BDO’s). Corresponds with branch managers or business development officers to communicate progress of application and ultimate action. Provides branch managers or BDO’s accurate and timely advice, explanation, and guidance on loan packaging, pricing, underwriting issues and policies, structuring, and negotiating of new or existing loan requests. Makes joint calls with Branch Manager or BDO’s to enhance key relationships and/or to better assess credit risks in relatively substantial and complex credit requests. Ensures that loan delivery to the client is properly coordinated and communicated with the Branch Managers/ BDO’s to ensure customer satisfaction and goodwill. Works with the Branch Manager to develop, enhance, cross-sell, and to maintain a full-banking relationship with assigned borrowers. Requires a Bachelor's degree in Finance or Accounting or related field. Three to Ten years of experience in credit underwriting of commercial loans, with a thorough understanding of commercial lending, loan documentation, real estate secured transactions, valuation methodologies, lending regulations, and financial and credit analysis. Ability to use creativity, knowledge, and experience to structure loans in a manner that is mutually beneficial to the customer and to the bank. Must be able to work autonomously to make sound credit decisions and be able to assume an appropriate level of responsibility commensurate with experience. Outstanding written and verbal communication skills. Attention to detail and accuracy in all aspects of work assignments. Strong Organizational Skills with the ability to set priorities and meet deadlines. Intermediate PC skills with MS Word and Excel. Bilingual a plus. Email resume to: Visit our website at: additional information. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.

WHO WE ARE: At CAPSTAN our dedicated team works collaboratively to deliver expert tax consulting services that are characterized by clear, purposeful, and warm communication. We take pride in our meticulous approach to every aspect of our work, and we foster a culture of mutual respect and trustworthiness both internally and with our clients. With our core values as our guiding principles, we aim to be the go-to consultants for our clients, ensuring their satisfaction and financial success. We believe in the Character of Capstan to be: • COMMUNICATION: Striving to communicate – internally and externally – in a manner that is clear, purposeful, and warm., • ACCOUNTABILITY: Striving to be a person on whom others can rely, fulfilling all commitments to clients and colleagues., • PRIDE: Striving to do all things with meticulous accuracy, taking pride in my work as it is a reflection of myself., • SUPPORT: Striving to encourage my teammates in all their endeavors, and to contribute to an atmosphere of mutual respect., • TRUSTWORTHINESS: Striving to act with integrity and to be worthy of trust. Requirements WHAT YOU WILL DO AS THE Director of Business Development: • Develop and execute innovative sales strategies to attract new clients and expand our market presence., • Cultivate and nurture existing relationships with CPA firms and financial partners to enhance collaboration and business opportunities., • Apply your consultative sales expertise to understand clients' needs, providing tailored solutions that align with our mission., • Demonstrate high energy and drive as a true sales hunter, proactively seeking out and pursuing potential leads., • Utilize your strong communication skills to build rapport with clients, colleagues, and stakeholders, ensuring a seamless flow of information and support., • Embrace and adapt to new skills and technologies to stay ahead in the ever-evolving field of tax consulting, maintaining a cutting-edge approach., • Consistently achieve individual sales goals and contribute to the achievement of team sales targets, leveraging your track record of success. YOU ARE THE IDEAL CANDIDATE IF YOU ARE: • Strategic Thinker – You possess the ability to see the bigger picture and formulate effective, long-term sales strategies., • Collaborative Team Player – You thrive in a team environment, bringing out the best in your colleagues and working together towards common goals., • Client-Focused Expert – You prioritize understanding and fulfilling clients' unique needs, ensuring their satisfaction and loyalty., • Driven Sales Hunter – You have an unwavering determination to seek out and secure new opportunities and clients., • Tech-Savvy Learner – You embrace new technologies and skill sets with enthusiasm, staying ahead in an ever-evolving industry., • Results-Oriented Achiever – You consistently meet and exceed individual sales targets and contribute to overall team success., • Strong Communicator – You effectively convey ideas, build relationships, and provide clear and concise information to clients and colleagues. YOU POSSESS THESE BASIC REQUIREMENTS: • Bachelor's degree in a relevant field or equivalent experience., • Proven track record in consultative sales, ideally in the financial or tax industry., • Existing relationships and networks with CPA firms and financial partners., • Strong understanding of finance and tax principles., • Excellent communication skills, both written and verbal. Benefits WHY YOU WILL LOVE WORKING WITH US: • Competitive Compensation: We offer a competitive salary package with performance-based incentives to reward your hard work., • Full-time Remote Opportunity: Enjoy the flexibility of working remotely while being part of a dynamic team., • Normal Business Hours: Work within a regular schedule, allowing for a healthy work-life balance., • Comprehensive Benefits Package: Medical, Vision, Dental, HRA, and retirement plan., • Career Growth Prospects: Joining us opens doors to numerous opportunities for career advancement and professional development within our growing organization. If you are a dynamic, driven professional who aligns with our mission, shares our core values, and possesses the skills and traits we're looking for, we invite you to take the next step in your career and apply for the position of Director of Business Development at CAPSTAN. Join us in making a real impact in the world of tax consulting and be part of a team that values your contributions and offers a rewarding and fulfilling career.

About NovusMinds NovusMinds is a growth-stage technology company at the forefront of intelligent solutions. We operate at the intersection of innovation and impact, building products that reshape how businesses leverage technology. Our culture thrives on entrepreneurial energy, bold thinking, and a bias toward action. We are scaling rapidly and looking for leaders who can build the operational backbone that sustains our momentum. Role Overview As Chief Administrative Officer, you will serve as the operational nerve center of NovusMinds. You will design, implement, and optimize the systems, processes, and policies that enable the company to scale efficiently while preserving the agility that defines our culture. This is a high-impact executive role that partners directly with the CEO and leadership team to translate strategic vision into organizational excellence. Key Responsibilities • Define and execute the company’s operational strategy, aligning administrative functions with business growth objectives., • Oversee day-to-day operations including HR, legal, compliance, facilities, IT infrastructure, and corporate governance., • Build and scale internal processes and systems to support a rapidly growing team — from onboarding to procurement to vendor management., • Lead organizational design efforts, ensuring the right structures, roles, and reporting lines are in place as we scale., • Partner with the CFO on budgeting, resource allocation, and cost optimization across administrative functions., • Drive cross-functional initiatives that improve communication, collaboration, and accountability across the organization., • Establish and maintain risk management frameworks, ensuring regulatory compliance and data governance standards., • Serve as a trusted advisor to the CEO on organizational health, culture, and strategic priorities., • Negotiate and manage key vendor relationships, contracts, and partnerships that support business infrastructure., • Champion a culture of operational excellence while maintaining the startup speed and flexibility that NovusMinds is known for. Qualifications • 12+ years of progressive leadership experience in operations, administration, or general management — preferably in a technology or high-growth environment., • Proven track record of scaling operations at a growth-stage company (Series B+ or equivalent)., • Deep expertise in organizational design, process optimization, and cross-functional program management., • Strong business acumen with the ability to balance strategic thinking and hands-on execution., • Experience managing HR, legal, compliance, and IT functions at scale., • Exceptional communication and stakeholder management skills — comfortable presenting to boards, investors, and executive teams., • MBA or equivalent advanced degree preferred but not required. What We Value • Entrepreneurial mindset — you build from scratch and thrive in ambiguity., • Systems thinker — you see the connections between people, processes, and technology., • Bias toward action — you move fast, iterate, and learn., • People-first leadership — you create environments where teams do their best work. Why NovusMinds? • Shape the operational foundation of a company poised for significant growth., • Direct impact on company strategy as a core member of the executive team., • Equity participation — build wealth as the company scales., • Flexible, remote-first culture that values outcomes over hours., • Work alongside a passionate, mission-driven team solving meaningful problems. NovusMinds is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.

Join Intellectus — Operations & Compliance Associate San Francisco | AI-Driven Advisory Platform Intellectus is building a new kind of advisory firm—where wealth management, technology, and execution excellence converge. We’re looking for a high-ownership Operations & Compliance Associate to play a core role in running the firm day-to-day. Become part of the operational backbone of the business. What You’ll DoOperations • Lead new account onboarding and account opening, • Trade support & Execution, • Process product paperwork (Alts, SMAs, Options, SLAs, etc.), • Execute wires, transfers, and journals, • Maintain records across new accounts, money movement, and NNA, • Support trade settlement, booking, and allocations, • Manage counterparty documentation and processing, • Own data integrity and firm-wide file systems & CRM, • Coordinate scheduling, meetings, and office calendar, • Support phones and day-to-day operational flowCompliance, • Track and maintain the Compliance Calendar, • Prepare and organize reports for regulatory review, • Maintain files for attestations and acknowledgments, • Manage compliance marketing logs and documentation, • Maintain client communications and data records, • Assist with regulatory filings, • Ensure accurate, daily record keeping What We’re Looking For • Highly detail-oriented with strong operational discipline, • Ownership mindset — you take responsibility for outcomes, not tasks, • Comfortable in financial services / compliance environments, • Strong organizational and systems thinking skills, • Ability to handle sensitive information with discretion, • Moves with speed, precision, and reliability This Role Is • Core to the firm’s functioning, not a support afterthought, • Fast-paced, high-responsibility, and execution-driven, • A front-row seat to how a modern advisory firm operates and scales If you want to be deep in the engine of a high-performance firm—and take pride in running things the right way—we should talk. DM or apply to start the conversation.

Lead Actuarial Analyst (Hybrid #58357) Join a team that knows how to handle their workload without working overtime. West coast P&C client is in search of a Lead Actuarial Analyst. Candidate will perform ratemaking studies for Worker’s Compensation and provide reporting & recommendations to member companies. (#58357) Requirements: • Bachelor's Degree, • ACAS designation or Student Actuary, • At least 5 years of relevant experience, • Strong commercial lines background, • California product experience, • 6 CAS exams completed, • Excellent communication, • Advanced Excel knowledge, • Solid programming skills (VBA, SQL, R, or Python) Compensation: • Salary range of $160-170K Location: • San Francisco, CA / Hybrid

Summary My client, a financial/mortgage is looking for a TRID Specialist, responsible for receiving, processing, copying, distributing, and finalizing loan files and other supporting documents in compliance with the Company, Agency, Investor, Title Company, and County Recorder policies, procedures and guidelines. Type: Temp to hire (depends on company needs) Start Date: ASAP Location: Hybrid - 3 days/week in office M-W-F (flexibility) Pay Rate: $22/hr + benefits. Schedule: Monday – Friday 8am – 4.30 pm flexible FUNCTIONS • Review incorrect final documents and resolve issues by making the appropriate corrections., • Process document audits and make appropriate changes as necessary., • Log all pertinent documents into the system., • Monitor quality of incoming work to identify trends and avoidable upstream errors; provide feedback and suggestions for corrections and improvements., • Respond to requests for documents, mini-file reviews, and main loan files., • Communicate issues related to completing requests for original documents., • Process original and copy document requests based on workflow data., • Make suggestions for changes in procedures, automation, and forms to increase department efficiency and accuracy. QUALIFICATIONS • 1 yr mortgage / loan admin or clerical role, reviewing files and/or documents., • Manage multiple priorities and projects., • strong sense of urgency and responsiveness. • Verbal and written communication skills., • Organized and detail oriented;, • Prior experience using PDF software programs and Microsoft Word, Excel, and Outlook.

Principal AI Engineer San Francisco, CA - 4 days onsite $225,000 - $250,000 + bonus + LTI; $500,000-$700,000 total THE COMPANY Harnham is partnering with a top financial services company in the NYC area, which is looking for an experienced AI / ML Engineer. This person will be at the forefront of building AI automation applications for new ways at identifying cost-saving opportunities. You'll partner with executive teams across the company and own generative AI, LLM and reinforcement learning modeling and deployment. RESPONSIBILITIES • Work closely with department heads to align on business goals, define machine learning challenges, and design effective ML solutions., • Develop and deploy machine learning models, including building data pipelines, orchestrating ML workflows, and optimizing system performance and reliability., • Maintain a robust codebase by writing well-tested code, covering both functional and non-functional aspects such as unit, integration, and load testing., • Stay informed on industry trends and advancements in generative AI, LLMs, agentic AI, deep learning, experiment with new model concepts, and run both offline and online evaluations., • Actively share knowledge through internal presentations, tech talks, and by promoting best practices in engineering and technology use. SKILLS AND EXPERIENCE • Advanced degree (Master’s or PhD) in Computer Science, Machine Learning or a related field., • Over 7 years of hands-on experience developing and deploying production-ready machine learning / deep learning / AI systems, covering the full model lifecycle—training, tuning, deployment, serving, and monitoring., • Enterprise-level application experience, ideally in real-time preferred., • Expertise in cloud infrastructure (especially AWS), machine learning orchestration tools like Kubeflow, TensorFlow, and the use of Feature Stores in live environments., • Experience as a tech-lead for scaling MLE teams preferred., • Commercial experience combination of big tech and scaling startups / scrappy environments a plus. BENEFITS The compensation package contains a base salary, bonus, LTI and a comprehensive benefits package. HOW TO APPLY Please register your interest by sending your CV via the Apply link on this page. KEY TERMS Artificial Intelligence | Generative AI | GenAI | Machine Learning | ML Engineer | Engineering | Deployment | Production | Real Time | Enterprise | Statistics | Mathematics | Financial Services | Banking | Python | Anomaly Detection | Fintech | Agentic AI | AI Agents

Role: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial Services Firm Style: Collaborative, fast-paced, and high-performing You’re a great fit if you: • Have 4–6 years of experience within investment management or financial services, • Are highly detail-oriented, organized, and proactive in managing workflows, • Thrive in a fast-paced environment and can balance multiple priorities effectively, • Have experience with CRM systems and investor servicing platforms, • Possess strong technical skills across Microsoft Office and document management tools, • Have a foundational understanding of investor reporting, fund operations, or accounting concepts, • Are solutions-oriented and interested in improving processes and leveraging technology Your Responsibilities: • Maintain and enhance CRM data integrity through ongoing updates and system management, • Support investor portal administration, including document distribution and access management, • Assist with fund operations, including capital call and distribution processes and cash flow tracking, • Coordinate recurring compliance and regulatory reporting requirements, • Respond to investor inquiries related to reporting, performance, and account activity, • Support the preparation and distribution of periodic investor reports, • Track and manage investor audit confirmations in partnership with internal and external stakeholders, • Contribute to ad hoc projects and cross-functional initiatives Where You’ll Make an Impact: • Enhancing the investor experience through timely, accurate, and high-quality service, • Improving operational workflows and identifying opportunities for automation and efficiency with AI, • Supporting critical fund processes and ensuring accuracy in investor-related activities, • Acting as a key liaison between internal teams and external investors, • Helping scale systems and processes as the firm continues to grow

At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market. What unites Anaplanners across teams and geographies is our collective commitment to our customers' success and to our Winning Culture. Our customers rank among the who's who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on our best-in-class platform. Our Winning Culture is the engine that drives our teams of innovators. We champion diversity of thought and ideas, we behave like leaders regardless of title, we are committed to achieving ambitious goals, and we love celebrating our wins - big and small. Supported by operating principles of being strategy-led, ___-based and disciplined in execution, you'll be inspired, connected, developed and rewarded here. Everything that makes you unique is welcome; join us and let's build what's next - together! Anaplan seeks a Senior Manager, Technical Accounting to join our accounting team. We are looking for someone with strong technical accounting skills, who is a great collaborator, and is passionate about delivering quality results and driving continual improvement in a dynamic, high-growth environment. The role will report to the Director of Technical Accounting & Reporting and lead complex accounting matters, as well as play a key role in understanding and adopting new accounting standards. The role will partner with cross-functional team leads, including revenue operations, corporate accounting, legal, finance, treasury, and other subject matter experts and leaders within the Company. Our ideal candidate will enjoy a hybrid work schedule, with two days/week in our San Francisco office. Your Impact • Serve as a subject matter expert on complex topics, including business combinations (ASC 805), revenue recognition (ASC 606), leases (ASC 842), software capitalization, and stock-based compensation (ASC 718)., • Lead and perform technical accounting research and analysis for complex and non-routine transactions (e.g., M&A, debt/equity structures, and new business models), drafting audit-ready accounting memoranda under U.S. GAAP. Bring a point of view, rooted in technical accounting literature., • Provide technical accounting support for M&A phases, including due diligence, deal structuring, and post-merger integration activities., • Ensure all stock-based compensation awards are properly accounted for and reported in accordance with ASC 718 and related guidance., • Assist the revenue recognition team during period close to review and approve non-standard and amended customer contracts, providing technical accounting guidance to evaluate accounting treatment for non-standard revenue terms as needed., • Review final statutory (local GAAP) financial statements for each foreign subsidiary to identify and understand all local GAAP vs. U.S. GAAP differences, and ensure required U.S. GAAP adjustments are reflected accurately in consolidation (including proper elimination entries, CTA impacts, and disclosure considerations) as necessary., • Stay current with changes in GAAP and SEC reporting requirements and accounting standards, and implement changes as necessary., • Lead the preparation and review of company-wide accounting policies, ensuring consistent application and updating policies as new standards are adopted., • Provide technical accounting guidance and disclosure recommendations, ensuring compliance with US GAAP and other reporting regulations., • Drive the continuous improvement and scaling of accounting processes and internal controls, enhancing documentation and governance to support system enhancements and audit readiness., • Foster strong partnerships across Corporate Accounting, Finance, Legal, and other advisors., • Licensed CPA, with a Bachelor's Degree or higher in Accounting, Business, or Finance-related field., • 10+ years of progressive accounting, audit, and financial reporting experience (Big 4 and SaaS/technology experience strongly preferred). Advisory experience or National Office tour in a Big 4 public accounting firm is a plus., • Deep expertise in US GAAP, including ASC 718, ASC 606, ASC 842, ASC 805, and equity/debt transactions., • Proven success leading acquisition accounting or public company reporting initiatives., • Proficient in the use of Microsoft Office Suite with strong Excel skills. Ability to build and interpret complex financial models and support schedules., • Experience with systems such as Workiva, FloQast, or other ERP/reporting automation tools (Experience in Workday is a plus)., • Proven ability to independently research, analyze, and apply complex technical accounting guidance., • Exceptional ability to influence cross-functional partners and communicate complex accounting issues with clarity., • Strong analytical and problem-solving skills with a keen attention to detail. We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren't just words on paper - this is what drives our innovation, it's how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation. Fraud Recruitment Disclaimer It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals. Anaplan does not: • Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person.

Reporting to Director, Compliance & Oversight, the Health Plan Oversight Auditor supports San Francisco Health Plan's (SFHP) Compliance Program by performing assigned audit, monitoring, and investigative activities. You will execute defined audit procedures, analyzes documentation and data and prepares clear workpapers and reports under established methodologies and supervisory guidance. The Health Plan Auditor partners with internal teams to support regulatory compliance, identify control gaps, and contribute to corrective action efforts while building technical knowledge of managed care compliance and program integrity requirements. Please note that while SFHP supports a hybrid work environment, you are required to be onsite and in-office a minimum of 4 days per month. This is a hybrid position, based in our Downtown San Francisco office. Salary: $78,875 - $91,635 WHAT YOU WILL DO: • Perform assigned audits and monitoring reviews of internal departments, providers, vendors, and delegated entities in accordance with established audit plans, procedures, and timelines., • Examines records, reports, workflows, and supporting documentation to assess compliance with applicable laws, regulations, contracts, and internal policies; identify potential control gaps and documents findings., • Complete audit workpapers, testing documentation, and memoranda that reflect procedures performed, evidence reviewed, and conclusions reached., • Helps develop and execute the Annual Audit Workplan by supporting planning activities, data collection, and issue tracking., • Prepare draft audit reports, summaries, and management reports by collecting, analyzing, and synthesizing operational and compliance data., • Communicate audit status and preliminary findings to the Director and designated stakeholders; participates in meetings to review results and clarify issues., • Investigate leads generated by antifraud and monitoring systems; maintains assigned caseloads and prepares summary documentation for management review., • Support monitoring of SFHP's policies and procedures and apply working knowledge of the policy development and approval process during audit activities., • Assist in the development, documentation, and tracking of corrective action plans (CAPs); support follow-up testing to validate remediation., • Coordinate administrative and logistical support for external audits and regulatory examinations, including document compilation and response tracking., • Participate in the Program Integrity Workgroup and support development of the Annual Program Integrity Workplan and required regulatory reports., • Conduct routine provider, vendor, and member reviews and investigations related to compliance, fraud, waste, abuse, and HIPAA concerns, escalating issues., • Provide support to the Compliance Hotline by assisting with intake, research, and documentation of reported concerns., • Monitor regulatory and industry developments and escalates potential compliance impacts to the Director., • Maintain working knowledge of state and federal healthcare regulations and managed care requirements applicable to publicly funded programs., • Bachelor's degree in business administration, healthcare administration, or a related field, or an equivalent of combined education or experience., • Minimum of three (3) years of experience in healthcare operations, compliance, auditing, or program integrity., • Knowledge of state healthcare programs, regulatory compliance, and antifraud activities., • Professional certification such as Certified Professional Coder (CPC), Accredited Healthcare Fraud Investigator (AFHI), Certified Internal Auditor (CIA), or healthcare compliance certification preferred. WHAT WE OFFER: • Health Benefits, • Medical: You'll have a choice of medical plans, including options from Kaiser and Blue Shield of California, heavily subsidized by SFHP., • Dental: You'll have a choice of a basic dental plan or an enhanced dental plan which includes orthodontic coverage., • Vision: Employee vision care coverage is available through Vision Service Plan (VSP)., • Retirement - Employer-matched CalPERS Pension and 401(a) plans, 457 Plan., • Time off - 23 days of Paid Time Off (PTO) and 13 paid holidays. Established in 1997, San Francisco Health Plan (SFHP) is an award-winning, managed care health plan whose mission is to provide affordable health care coverage to the underserved low and moderate-income residents in San Francisco County. SFHP is chosen by eight out of every ten San Francisco Medi-Cal managed care enrollees and its 175,000+ members have access to a full spectrum of medical services including preventive care, specialty care, hospitalization, prescription drugs, and family planning services. San Francisco Health Plan is proud to be an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals and in which our people processes are applied without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. San Francisco Health Plan is an E-Verify participating employer. Hiring priority will be given to candidates residing in the San Francisco Bay Area and California. #LI-Hybrid (Hybrid remote/in-office) Please see job description PI284152294 Job distributed by ___.

Regional Underwriting Manager - Loss Sensitive - Large Casualty Excess Workers' Compensation Underwriting - San Francisco, CA.

$55 - $70/hourpayCommercial InsuranceSpecialty InsuranceCommercial P&CUnderwritingLiability CoveragePolicy InterpretationInsurance ComplianceCoverage AnalysisInsurance OperationsAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Insurance Underwriter – Excess & Specialty Job Type: Contractor Location: Remote Job Summary: As a Insurance Underwriter – Excess & Specialty, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Leverage your extensive underwriting expertise to evaluate complex commercial and specialty risk scenarios in the US insurance market., • Analyze, interpret, and structure coverage for excess and specialty lines, focusing on liability, umbrella, and unique risk categories., • Assess policy language and provide nuanced feedback on policy interpretation and coverage analysis., • Identify risk factors, apply sound underwriting judgement, and ensure compliance with industry standards and insurance regulations., • Support the development of AI training data by contributing real-world insights on underwriting practices and coverage operations., • Collaborate in a remote environment, providing clear, effective written and verbal communication to enhance AI system understanding., • Share insight into evolving trends, emerging risks, and innovations within specialty and excess insurance lines. Required Skills and Qualifications: • 4–5+ years of hands-on underwriting experience in commercial lines, specialty insurance, excess casualty, or umbrella products., • In-depth understanding of commercial P&C, liability coverage, and policy evaluation best practices., • Demonstrated expertise in policy interpretation, insurance compliance, and comprehensive coverage analysis., • Experience working with insurance operations in complex or specialty risk environments., • Excellent written and verbal communication skills, with the ability to articulate nuanced underwriting concepts., • Proven track record within the US insurance market or with US-based clients and frameworks. Preferred Qualifications: • Prior exposure to emerging risk types, complex liability structures, or innovative coverage solutions within excess & specialty lines., • Experience collaborating on cross-functional teams or contributing to process improvement initiatives in insurance operations., • Global candidates with deep familiarity with US underwriting standards and commercial insurance practices are strongly encouraged to apply.

Financial Data AnalysisEmbedded FinanceInvestment Strategy & AdvisoryPredictive Analytics & VisualizationAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary Are you a skilled Financial Analyst looking for your next opportunity? Join our dynamic talent pool and gain access to exciting roles with top-tier clients. Be the first to hear about new openings and work with innovative teams that value financial excellence in data-driven analysis. Key Responsibilities • Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making., • Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies., • Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms., • Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations., • Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders., • Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions., • Collaborate with cross-functional teams to translate analytical results into business outcomes. Required Skills and Qualifications • Bachelor’s degree in Finance, Economics, or related field., • Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution., • Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R)., • Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts., • Exceptional written and verbal communication skills, with a keen eye for detail and clarity., • Advanced online research capabilities and ability to synthesize diverse financial information rapidly., • Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications • Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution., • Familiarity with digital finance platforms and emerging fintech trends in the Asian market., • Based in Asia, or extensive prior exposure to the Asian economic landscape.

About the Role We are looking for an individual to be part of our founding team, who wants to enter at the ground floor of building a billion dollar, revolutionary payments business. We are looking for an account executive, somebody who can build customer relationships, move opportunities through the pipeline, and ultimately close. We need someone who can happily operate in an environment with early-stage infrastructure (e.g. messy sales data, minimal templates) - and importantly help us build tools and processes along the way. We are looking for a salesperson who's excited to partner with leadership to take our existing sales approach and make it better. Ideal candidate The ideal candidate can develop and grow a book of high-potential, engaged sales prospects. They have seen success taking increasingly larger and larger deals from discovery to close. The ideal candidate will have: • 3+ years of quota-carrying SaaS, payments, or technology sales experience, • Strong track record of quota over-achievement, • Proven success selling complex, API based products to mid-market or enterprise buyers, • Excellent communicator who thrives in early-stage ambiguity and can craft narratives that resonate, • Experience in iGaming, SportsBetting, prediction markets, and “social casinos” is a plus What is Push Cash Payment processing is stuck in the 20th century. Fintechs, developers, and platforms expect money to move instantly, securely, and inexpensively - however traditional payment processing has been defined by high costs, slow settlement (3-5 days!), and risk (chargebacks). We’re on a mission to make moving money as instant, safe, and intuitive. We are building payment processing from the ground up, re-imagining legacy approaches to authentication, risk management, and network processing. Push Cash is a guaranteed debit card processor with instant withdrawal capabilities. We achieve industry-leading authorization rates through our unique multi-network processing strategy. 👋 Founders & Funding Push Cash is founded by Eric Morse and Andrew Coover who both met while working at Plaid and developing new money movement products. During their time, they saw first hand the challenges in developing the right product for the right customer segment as well as the technical hurdles that must be overcome to deliver money movement products in a simple & reliable fashion. Push is backed by Foundation Capital and prominent Fintech angels from Affirm, Visa, PayPal, Bleacher Report, LendBuzz, and Uber.

Work remotely. Take control of your income. Launch quickly with full training and support. Silicon Valley Financial is currently expanding and offering a fully remote opportunity for individuals seeking flexibility paired with strong earning potential. Our model is designed for rapid growth, and many new team members reach six-figure earnings within their first year by following a clear, proven system that works. From the very beginning, you’ll be guided through a complete onboarding program with continuous coaching to ensure you have the skills, tools, and confidence to perform effectively. We’ve simplified the process so you can stay focused on high-impact activities, building connections and driving results without unnecessary distractions. In this role, you’ll contribute directly to company growth by engaging with interested clients, identifying their needs, and offering personalized solutions. The position offers autonomy, schedule flexibility, and a direct link between your performance and your income. Key Responsibilities: • Engage with qualified prospects through phone, video calls, and digital platforms (no cold outreach required - leads are provided), • Present products and services in a clear and compelling way, • Follow a structured workflow designed to improve productivity and outcomes, • Develop and maintain strong client relationships, • Track leads, monitor progress, and achieve performance goals, • Attend training sessions and implement feedback for ongoing development What You’ll Receive: • Fully remote work setup - operate from anywhere with no commute, • Unlimited earning potential through a scalable compensation structure, • Access to a system that has helped many individuals achieve six-figure income within a year, • Comprehensive onboarding to get you started quickly, • Continuous mentorship from experienced professionals, • A supportive, driven team environment focused on growth and success, • Health and Life insurance exchange options, • Enjoy fully covered travel experiences with flights, accommodations, and select activities all paid for, so you can focus on the experience without worrying about expenses. What We’re Looking For: • Self-driven and results-focused individuals, • Ability to work independently in a remote environment, • Strong communication skills, both written and verbal, • Willingness to learn, adapt, and apply coaching, • Previous sales experience is helpful but not required (we provide full training) This opportunity is ideal for those looking to move beyond traditional income limits and step into a performance-based environment where effort and consistency are rewarded. Your success here is directly influenced by your dedication, giving you full control over your financial growth. Many individuals have elevated their careers through this system, reaching milestones they once considered unattainable. If you’re ready to pursue similar results, we invite you to apply. Compensation: This is a commission-based independent contractor opportunity (1099 structure).

Enterprise Account Executive San Francisco (Hybrid, 3 days onsite) Storm2 is partnering with a global payments infrastructure business processing $300B+ annually, powering some of the world's most recognized digital brands. The U.S. GTM team is scaling now, and the top performer at this company cleared $1.4M+ in commissions last year. COMPENSATION • $280K to $320K+ OTE, 50/50 split, • Uncapped commission, • 18-month ramp with MBO earnings paid alongside commission THE ROLE • Full-cycle new logo sales into enterprise accounts ($25M+ revenue), • $200K+ average deal size, 6 to 18 month sales cycles, • Outbound-first motion with roughly 80% self-sourced pipeline, • Selling into finance and product stakeholders WHO FITS • Proven hunter who builds pipeline from zero, • Closing experience in mid-market or enterprise, • Open to 2nd or 3rd-role sellers promoted from SDR/BDR, or seasoned enterprise closers. Both profiles will be considered., • Athlete mindset, thrives in build-mode environments WHY THIS SEAT • Early-stage U.S. upside on a proven global platform, • Real ownership and high visibility as the team scales, • Clear progression path Apply through this posting. All applications are reviewed by Storm2 directly.

About Kensington Partners Group Kensington Partners Group is a fast-growing financial services organization focused on innovation, client success, and long-term financial protection. We are dedicated to helping individuals and families secure their future while providing our team members with the tools, training, and support they need to thrive. Design your own schedule, increase your earning potential, and build a career from anywhere. If you’re looking for a work-from-home opportunity that offers flexibility and strong income potential, this role is built for you. Position Overview We’re seeking driven and ambitious individuals to join our team as Remote Sales Representatives. This role is ideal for candidates who are goal-oriented and ready to grow in a performance-based environment. No prior experience is necessary, we provide comprehensive training and ongoing mentorship to set you up for success. In this position, you’ll connect with interested clients, present tailored financial solutions, and develop meaningful, long-term relationships, all within a fully remote setup. Key Responsibilities • Conduct virtual meetings to assess client needs and goals, • Present personalized solutions, including life and health coverage options, • Offer Life Insurance, IUL, and Annuities that truly benefit your clients., • Maintain accurate records of client interactions using CRM systems, • Work with warm, pre-qualified leads - no cold outreach required, • Engage with mentors and team members to enhance your skills, • Deliver excellent service and maintain client relationships over time Qualifications • Strong verbal and written communication skills, • Self-driven with a desire to achieve high income potential, • Open to coaching and continuous learning, • Able to work independently in a remote environment, • Previous sales or customer service experience is helpful, but not required What We Offer • Fully remote, work-from-home setup, • Uncapped earning potential with performance-based income, • No experience required - complete training provided, • Access to pre-qualified leads so you can focus on closing deals, • Flexible schedule with control over your workday, • Ongoing mentorship from experienced professionals, • Incentives, bonuses, and travel opportunities based on performance, • Clear path for advancement and leadership opportunities, • Optional health and life insurance packages with exchange enrollment availability Compensation This is a 1099 commission-based opportunity designed for individuals who want to take full control of their income. Your earnings are directly tied to your performance, with no limits on what you can achieve. Location Requirement Applicants must currently reside in the United States. Why Kensington Partners Group If you’re ready to step into a flexible, remote career with strong earning potential and structured support, Kensington Partners Group offers the platform to help you succeed. Whether you’re new to sales or looking for a fresh start, you’ll have the guidance and system needed to grow. Apply now and start building a rewarding, work-from-home career.

Key Account Manager | Fraud / AML / KYC What We're Looking For • Enterprise Key Account Manager or similar experience, • Strong background in fraud, identity verification, AML/KYC, or fintech infrastructure What You’ll Be Doing • Serve as the primary point of contact for enterprise customers, supporting both day-to-day needs and long-term strategic initiatives, • Develop a strong understanding of the platform and clearly communicate its capabilities to customers, • Translate technical and product challenges into actionable solutions and coordinate resolution across internal teams, • Guide customers on best practices related to identity verification, compliance, and risk workflows, • Build and maintain key performance metrics, reporting insights, and value-driven outcomes for clients, • Act as a strategic partner to customers as they scale and evolve their compliance and risk operations, • Collaborate cross-functionally to surface customer insights and improve product adoption and experience What You’ll Need • 8+ years of experience in Account Management, Customer Success, Solutions Architecture, or Risk within B2B SaaS, ideally enterprise-focused, • Experience working with API-based products and customer integrations, • Strong understanding of fintech, identity verification, compliance, fraud, or AML/KYC workflows, • Strong analytical skills with ability to interpret data and generate insights, • Experience with BI tools or customer reporting/analytics platforms, • Ability to translate complex technical concepts into clear business outcomes, • Strong relationship management and cross-functional collaboration skills, • Excellent communication and presentation skills across technical and business stakeholders, • Experience supporting complex enterprise implementations or technical products, • Proactive, process-oriented mindset with a focus on customer value and efficiency Location & Compensation Remote | San Francisco Bay Area preferred Base: $150,000 – $180,000 • Bonus + equity + benefits

Work remotely from anywhere, launch your career right away, and unlock the potential to earn a six-figure income with comprehensive training provided from day one. Stratford Davis Staffing is currently seeking driven individuals for the role of Sales Representative in a fully remote setting. This opportunity is ideal for those who value flexibility, independence, and uncapped earning potential. Our proven system is specifically designed to help new team members ramp up quickly, with many achieving six-figure earnings within their first year by consistently following our structured and results-driven approach. From the start, you’ll be supported with in-depth onboarding, hands-on training, and continuous mentorship to ensure you have the tools, product knowledge, and confidence needed to excel. We’ve built a simplified and efficient workflow so you can focus on meaningful client interactions and revenue-generating activities without unnecessary distractions. In this role, you will contribute directly to company growth by connecting with interested prospects, identifying their needs, and presenting personalized solutions that add value. This position offers the freedom to manage your schedule while giving you full control over your income based on your performance. Key Responsibilities: • Engage with pre-qualified prospects through phone, video calls, and digital platforms, • Present products and services in a clear, compelling, and professional manner, • Follow a step-by-step sales system designed for consistent success, • Educate and guide clients through customized solutions in life insurance, Indexed Universal Life (IUL), and annuities., • Build rapport and maintain strong client relationships, • Track leads, monitor progress, and achieve performance goals, • Attend training sessions and implement feedback to improve results What You’ll Receive: • 100% remote work environment with the ability to work from anywhere, • Unlimited earning potential with a scalable, commission-based structure, • Access to a system that has helped many representatives reach six-figure incomes within a year, • Immediate onboarding with full training and support, • Ongoing mentorship from experienced professionals, • A driven, supportive team culture focused on growth and success Ideal Candidate: • Self-motivated with a strong desire to achieve goals, • Comfortable working independently in a remote environment, • Excellent communication and interpersonal skills, • Coachable and open to continuous learning, • Prior sales experience is helpful but not required, as full training is provided This role is well-suited for individuals ready to move beyond traditional income limitations and take control of their financial future. At Stratford Davis Staffing, your success is performance-driven, meaning your effort and consistency directly influence your income potential. Many of our representatives have significantly advanced their careers using our system, reaching income levels and professional milestones they once considered unattainable. If you’re ready to elevate your career and income, we invite you to apply. Compensation: This is a 1099 independent contractor role with commission-based earnings, offering full flexibility and uncapped income potential.

Work from anywhere. Build a six-figure income. Start immediately with full training. At Beacon National Agency, we are hiring for the position of Customer Sales Representative, offering a fully remote opportunity designed for individuals who want both flexibility and high earning potential. Our system is built to help you succeed quickly, many of our new team members achieve six-digit income levels in their first year by simply following our proven, step-by-step process. From day one, you will receive comprehensive training and ongoing support, ensuring that you are equipped with the knowledge, tools, and confidence needed to perform at a high level. We’ve eliminated unnecessary complexity and built a streamlined system that allows you to focus on what truly matters - connecting with people and closing deals. As a Customer Sales Representative, you will play a key role in driving company growth by working with potential clients, understanding their needs, and presenting tailored solutions. This role offers independence, flexibility, and the opportunity to directly impact your income through your performance. Primary Responsibilities: • Communicate with prospective clients via phone, video, and online platforms (Clients are provided and are already interested - No Cold Calling), • Deliver clear, engaging presentations of company offerings, • Follow a structured system designed to maximize efficiency and results, • Build strong relationships and maintain client engagement, • Manage leads, track progress, and meet performance targets, • Participate in training sessions and apply feedback for improvement What You’ll Gain: • A 100% remote position - no commute, work from anywhere, • A scalable income model with no cap on earnings, • Access to a system that has already helped many earn six figures with a year, • Full onboarding and training program to help you start immediately, • Ongoing mentorship from experienced leaders, • A positive, high-energy team culture focused on success Ideal Candidate Profile: • Motivated and goal-oriented, • Comfortable working independently in a remote setting, • Strong verbal and written communication skills, • Open to coaching and continuous improvement, • Sales experience is a plus but not required (we will train you to succeed) This opportunity is perfect for individuals who are ready to break away from traditional income limitations and take advantage of a system that rewards effort and consistency. At Beacon National Agency, your growth is directly tied to your performance, giving you full control over your earning potential. Many of our team members have transformed their careers by leveraging our system, achieving financial milestones they once thought were out of reach. If you’re ready to do the same, we encourage you to apply. Compensation: This role is structured as a 1099 commission-based independent contractor position.

We are currently partnered with a $1B+ AUM LMM Private Equity Firm focused in software that is looking to add an associate to their team off a recent fundraise. The ideal individual will hold 1-4 years of tech focused investment banking or consulting experience with a proven track record of closed deals. The firm is looking for a candidate who is comfortable being client facing, looking to take on leadership responsibility, and grow within the firm. This role is based in the Bay Area and the firm is willing to provide relocation for the right individuals. Please feel free to drop me a note at if you want to learn more.

Enterprise Account Executive – AI / LLM / Infrastructure We are currently partnered with a leading technology organisation in the US, looking to expand their enterprise sales team with an experienced Strategic Account Executive to lead high-value, AI-driven engagements across enterprise clients. Key responsibilities • Own and manage the full lifecycle of complex enterprise opportunities, from strategic discovery through negotiation, closing, and expansion, • Build and close high-value deals with long sales cycles, bespoke scopes, and multiple stakeholders, • Develop and execute regional go-to-market strategies across target industries and enterprise segments, • Identify and activate new opportunities in AI, quantum, and infrastructure use cases, • Lead consultative, outcome-driven sales conversations with senior executives, co-creating tailored AI use cases and solution architectures, • Collaborate with product, engineering, and solutions teams to design customer-specific offerings, • Act as a trusted advisor on AI strategy and innovation, supporting long-term account growth and sustained adoption Key requirements • Extensive experience in enterprise sales, strategic accounts, or consultative go-to-market roles, • Proven track record closing large, complex deals, • Experience selling AI, infrastructure, or highly customised technology solutions, • Established network within large enterprises (finance, energy, manufacturing, telecom, industrials), • Strong executive presence with experience influencing and advising C-level stakeholders, • Demonstrated experience selling into the US enterprise market, • Legal authorization to work in the US Keywords: AI / LLM / Enterprise Sales / Strategic Accounts / C-Level Engagement / Solution Selling / Infrastructure / Enterprise Transformation / Technology Strategy / Go-to-Market / Complex Deals / Consultative Sales / US Enterprise If you are interested in this position, please send a CV to By applying to this role you understand that we may collect your personal data and store and process it on our systems. For more information please see our Privacy Notice ___

1099 Sales Representative – Merchant Services (Nationwide) Are you an experienced sales professional looking for true income potential, flexibility, and a company that actually supports your growth? We’re expanding nationwide and looking for driven, experienced 1099 sales reps in the merchant services/credit card processing space. What We Offer: • High Split Compensation Programs – keep more of what you close, • Unlimited Commission Upside – no caps, no ceilings, • Lifetime Residuals from Day 1 – build long-term passive income, • Appointment Setting Support – we help put qualified opportunities on your calendar, • Free Clover Program – a powerful, competitive offer that helps you close more deals, • Remote / Flexible Schedule – work from anywhere What You’ll Do: • Prospect and close new business merchant accounts, • Present cost-saving solutions and payment processing options, • Build and maintain long-term client relationships, • Leverage provided tools and appointments to maximize your pipeline What We’re Looking For: • Proven experience in merchant services or payment processing (required), • Strong closing skills and self-motivation, • Ability to work independently as a 1099 contractor, • Entrepreneurial mindset with a focus on long-term income (residuals) Why Join Us? This isn’t a starter role — this is for reps who want to maximize earnings, build residual income, and scale their book of business with real support behind them. If you’re tired of low splits, limited support, or capped earnings, this is your opportunity to level up. Apply today and start building your residual income from day one.

Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? Stratford Davis Staffing is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose Stratford Davis Staffing for Your Next Remote Role? • We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart:, • Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands., • Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration., • Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships., • Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills., • Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance., • Wellness-Focused Benefits: Flexible healthcare and life insurance solutions with exchange-based options. Your Impact as a Remote Customer Sales Representative: • As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include:, • Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections., • Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies., • Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels., • Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation., • Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: • Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting., • Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment., • Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client., • A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. This is a commission-based opportunity ideal for self-starters who want financial freedom. Your earnings increase in direct proportion to your productivity and success. As of now, only candidates in the United States will be reviewed. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with Stratford Davis Staffing and apply today!