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Role overview We are seeking a client-facing Sub-Advisor to support an established advisory practice by servicing existing clients, completing year-end and annual review meetings, and delivering responsive ongoing planning and service support. This role is ideal for a licensed or near-licensed advisor who enjoys relationship management, follow-through, and helping clients stay on track with their plan. Key responsibilities Client service and annual reviews • Prepare and deliver year-end / annual review meetings, including plan updates, goal tracking, and action-item follow-up, • Conduct client check-ins, manage service requests, and coordinate next steps with internal team members, • Support the advisor team with financial planning inputs and ongoing plan maintenance (data gathering, account updates, recommendations support, implementation follow-through), • Assist with retirement planning conversations and client education, ensuring recommendations align with the client’s objectives and risk profile, • Document meeting notes, recommendations, and service activity in the firm’s CRM and workflow system, • Support basic suitability/compliance documentation, client file maintenance, and follow established supervisory procedures (as applicable), • Track open items and ensure completion of client deliverables within expected timelines

Job Title: Client Service Associate Company: Confidential – Wealth Management Company Location: San Diego, CA 92130 (Onsite) Pay Rate: $27.00/hr Schedule: Monday–Friday, 8:00 AM – 4:30 PM Duration: ASAP – through April, with potential to convert to permanent About the Role: We’re partnering with a leading Wealth Management & Financial Advisory firm in San Diego to hire a Client Service Associate to support the Client Services team. This role focuses on client service and cashiering support, with some administrative responsibilities. This temporary role is a fantastic opportunity for an early-career professional with teller or junior banking experience to gain exposure to wealth management operations. What You’ll Do: • Provide day-to-day client service and cashiering support, along with light administrative assistance, • Attend to client inquiries and transactions at the front desk or via phone/email, • Assist with scheduling, meeting coordination, and other administrative tasks as needed, • Prepare client documentation, follow-ups, and support internal workflows, • Serve as a professional point of contact for clients and visitors, • Support team coordination across departments and compliance processes Candidate Profile: • Early-career professional with teller experience or junior banking experience, • Strong preference for candidates with a financial services background to minimize ramp-up time, • Able to handle client-facing responsibilities with professionalism, • Flexible and adaptable; able to take on administrative tasks as needed Why You’ll Love It: • Gain hands-on experience in financial services and client support, • Temporary role with potential to convert to permanent, • Support a dynamic, high-performing team in a professional environment Background Check: Required prior to start Please submit your resume to apply. About Us: Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: ___.

Position Title: Advisor Services Associate Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions. · Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing. · Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests. · Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems. · Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently. · Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes. · Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem. · Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy. · Ownership: A proactive approach to following up on open items until they are fully resolved. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 3600 American Boulevard West, Bloomington, MN 55431; or 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.

Alliant University is a professional practice University committed to excellence in four areas: Education for Professional Practice, Scholarship, Multicultural and International Competence and Community Engagement. The University provides students with the highest quality of education through excellence and innovation in academic scholarship, applied training and research, and community service, particularly to underserved populations. Through its Mission, the University's goal is to equip students with the competencies they need to provide public benefit and make an impact in their communities by addressing major contemporary social issues. Core competencies of the University's training programs include cultural diversity, which is infused in courses and field placements and is manifest in the diversity of its students, faculty. Our Mission: Alliant University prepares students for professional careers of service and leadership, and promotes the discovery and application of knowledge to improve the lives of people in diverse cultures and communities around the world. Our Vision: An inclusive world empowered by Alliant alumni. Our IMPACT Values: • Inclusion: We value and engage the rich diversity of the Alliant community., • Mentoring: We provide guidance and create enabling environments for success., • Passion: We bring enthusiasm, creativity, and authenticity to our work., • Accountability: We act with integrity and responsibility in all we do., • Communication: We are responsive, transparent, and respectful in our interactions., • Teamwork: We collaborate to develop innovative solutions for our community. Under the guidance of the Associate Vice President, or their designee, the campus director plays a pivotal role in supporting the campus's recruitment and admissions initiatives. This role also leads the student services functions to enhance the overall candidate experience, bolster student retention, and drive graduation success. Key responsibilities encompass Recruitment, Admissions, Student Advising, Campus Operations, Accessibility Services, International Student Advising, Tutoring, Military/Veterans Affairs, Orientation, Commencement & Community Activities, and resolving student issues. The Campus Director will oversee daily operations and serve as the primary decision-maker for local management and overseeing campus activities. This position may also supervise onsite IT, facilities and other support roles and shares a reporting relationship with other campus staff, including those in Admissions and Financial Aid, within a matrix environment. Salary Range: $76,000 to $80,000 annualized, Full-Time, Exempt. Benefits Plans Include: Medical/Prescription, Dental, Vision, Health Care & Dependent Care Flexible Spending Accounts, Voluntary Life and AD&D, Voluntary Benefit Plans: Accident, Critical Illness, or Hospital Indemnity Insurance, Legal Plan, Transportation Spending Account, Employee Tuition Waiver. Minimum Qualifications: Education: Master's degree in education, Counseling or Management or related field; or an equivalent combination of education and experience. Experience: Five (5) years of progressively responsible higher education or closely related professional experience, preferably in graduate or professional education. Supervision experience of professional staff required. Demonstrated success in leading teams of diverse employees as well as experience with enlivening and fostering a climate that values and embraces all forms of human diversity. Certifications, Licenses, etc.: None. Skills: • Proficient computer skills with Microsoft Office applications (especially Word & Excel), CARS, CX integrated database or equivalent databases., • Supervision skills needed as well as advanced advising skills, effective organization and written and oral communication skills, substantial teaching and advising skills., • Demonstrated ability to communicate effectively (both in writing and verbally) with a diverse student, faculty and community is essential., • Sensitivity to cultural diversity and ability to communicate and interact effectively with people of all ages and diverse backgrounds., • The position requires multi-tasking abilities, exceptional interpersonal/cross-cultural communication skills., • A high degree of multicultural and international competency., • The ability to organize and plan work, and the ability to complete tasks with accuracy and meet deadlines., • Proven ability to work effectively as a team player., • Highly motivated, focused and results oriented., • Ability to exercise discretion and tact in all interpersonal contacts, and to always maintain confidentiality., • Ability to manage multiple tasks according to required deadlines and maintain composure under high stress conditions., • Ability to be optimistic, positive and supportive in all interactions with others., • High level of accuracy and attention to detail. Duties & Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • The Campus Director is responsible for the operational effectiveness, growth and successful day-to-day operation of the assigned campus, provides leadership, oversight, and management for IT and facilities., • Provide leadership, oversight and management for developing programs and services which support the University's vision of the recruitment, enrollment, retention, and graduation of students., • Help to facilitate seamless integration of the student experience from the point of admission through transfer assessment and registration, course enrollment, and course/degree completion., • Serves as the key person for the delivery of academic and student support services including student Advising, Accessibility Services, International Student Advising, Tutoring Military/Veterans Affairs, Orientation, Commencement, and student issue resolution., • Serves as the Student Advisor for students enrolled at the Campus and uses independent judgement to monitor students' academic success through ongoing outreach, advising meetings, and daily monitoring of attendance lists, non- financially cleared (NFC) list, and non-registered list. Assist students with registration, study plans, degree audits, transfer evaluation, advancement to candidacy, tuition payments, and financial aid resources., • Develop, implement, and monitor a proactive advising and appreciative advising model to support student success., • In partnership with the campus community, implement and execute the Net Promoter Score action plan to improve student success (i.e., retention, persistence, and graduation rates) and enhance student satisfaction., • Problem solving for student issues and concerns. May serve as student services liaison to SERC (Student Evaluation and Review Committee). Responsible for the implementation of student conduct procedures., • Lead and facilitate a customer-centered environment that is responsive and provides high-quality, timely services to students; Assist program directors and faculty in the ongoing improvement of program related operating processes, procedures, and protocols, to operationalize and maintain academic standards., • Ensure Human Resources policies and procedures are upheld to assure compliance with the federal and state regulations, university policies, and collective bargaining agreements., • Perform other related tasks, duties and responsibilities as required, assigned or directed. Supervisory Responsibility: Direct Reports: Advisor(s), IT/Facilities Coordinator, Campus Resource Coordinator, Security, Student Assistants and other campus support roles. Indirect Reports: The following campus positions report to the Campus Director, Student Advisor in a matrix relationship with the functional leadership of the University: Admissions and Financial Aid. Consults with and provide support to library staff. Contact Responsibility: Internal: Interacts with supervisor to receive direction and instructions and/or review of work results. This position works closely with colleagues in multiple departments including Academic Deans, campus-based Program Directors, Associate Provosts, Human Resources and IT Departments as well as other University Campus Managers/Directors to support both students and colleagues in achieving student success and Department goals. Consults with and provide support to library staff. External: Interacts with other academic institutions and members of the local community. Primary Work Location, Hours & Travel Requirements: Office Location: San Diego Campus - 10455 Pomerado Road San Diego, CA 92131 Work Hours: Standard office hours, with occasional evening or weekend hours when needed. Travel: Occasional events as needed. Background Check Requirements: Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current University employees who apply for the position. Additional Information: Anti-Discrimination Policy: Alliant University prohibits unlawful discrimination, harassment or retaliation in its educational programs, services and activities, and in employment practices, including but not limited to internal promotions, training, opportunities for advancement, terminations, relationships with outside vendors, use of contractors and consultants, and in its admission or access thereto, on the basis of race, ethnicity, national origin or descent, color, creed, religion, sex, age, marital status, disability (including physical, disease, psychiatric or psychological disability), medical condition, pregnancy, veteran status, sexual orientation, gender identification or expression, hair style or texture associated with race, or any other characteristics protected by applicable law. Alliant University is an Equal Opportunity Employer, committed to ensuring a high quality of education through the diversity of the University community and the curriculum. Women, people of color, people with disabilities and people from other underrepresented groups are encouraged to apply, as we actively seek to increase diversity at all levels. The University will conduct its programs, services and activities consistent with applicable federal, state and local laws, regulations and orders. Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. Applicants with disabilities and applicants who require assistance completing an application may contact Office of People & Culture (Human Resources) at ___ or 858-635-4509. The California Consumer Privacy Act (CCPA) requires that we provide you with this ______. This notice is about the collection and use of your personal information. We encourage you to read this notice carefully. Governing legislation: Titles VI and VII of the Civil Rights Act of 1964, the Civil Rights Act of 1991, Title IX of the Education Amendments Act of 1972, Section 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act of 1990, the Age Discrimination Act of 1975, the regulations implementing these statutes, and applicable federal and California law. Alliant University is a smoke and tobacco free environment. Company: Alliant University | Job ID: 287764

Job DescriptionDescription: Introduction: Seabreeze Management Company is a full-service property management firm with a diverse management portfolio of over 150,000 residential and commercial properties. Based in Aliso Viejo, California, Seabreeze has offered an unrivaled client experience to commercial common-interest developments and homeowners’ associations for over 35 years. With offices throughout California, Nevada, Arizona, Idaho, and Washington, Seabreeze and its family of companies has expanded its mission to be a trusted advisor and collaborative partner with developments to build thriving associations through superior service and integrity. At Seabreeze, people are at the heart of what we do. Our philosophy, “Passion when combined with commitment, makes anyone unstoppable,” is carried out by enthusiastic and customer-centric teams who serve the communities where we work and live. What You Do: By partnering with multiple Boards of Directors, the Senior Community Manager must build longstanding relationships to assist in the development of goals for each Homeowner’s Associations. Next, the Senior Community Manager will support the Boards of Directors in deploying the right strategic plans to meet those goals. All major community projects and issues will be managed by the Senior Community Manager. The Senior Community Manager is equipped with industry expertise and comprehensive knowledge of management practices, accounting procedures, personnel practices, Association CC&Rs and Bylaws, inventory and procurement, contract relations, association maintenance and safety practices. This position includes managing several different accounts during attrition, transition and/or account set up. This position also involves working with various department representatives throughout the company to ensure that all tasks and projects are completed to meet the needs of our clients. Prior management experience as a portfolio manager is required and candidates must hold a CCAM® designation or CMCA®/AMS® designations. Essential Duties and Responsibilities: To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Governance & Compliance • Ensure compliance with Civil Code, local ordinances, and governing documents., • Prepare meeting agendas, board packets, and minutes; oversee follow-ups and board correspondence., • Guide the Board on legislative updates and enforce association rules and policies., • Manage relationships with Board, committees, and residents., • Educate board members on policies and assist with homeowner communication., • Oversee contractors and vendors, ensuring performance and compliance with contracts., • Perform regular site inspections and coordinate special projects and job walkthroughs., • Review financial statements and advise the Board on budget performance., • Coordinate billing, collections, and financial reporting with accounting., • Maintain association files, homeowner rosters, and official records., • Track and manage internal/external deadlines and the association’s annual calendar., • Submit contracts for ratification and manage the bid process., • 3+ years of experience in the industry, managing homeowners’ associations, city government, or related experience., • Strong relationship-building and customer service focus, • Excellent verbal, written, and presentation skills, • Ability to address client concerns professionally and independently, • Demonstrated integrity, professionalism, and team collaboration, • Strong organizational and time management skills, • Able to manage competing deadlines and follow through on commitments, • Knowledge of HOA management, CC&Rs, Bylaws, and contract/vendor oversight, • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint), • Experienced in project management and strategic goal setting, • Analytical and creative thinking skills, • Strong decision-making and conflict resolution abilities, • High School Diploma or equivalent required. Bachelor’s degree preferred. License/Permits/Certifications Required: The individual must have strong written communication skills, and the ability to communicate effectively with employees and clients at all levels of the organization, both verbally and in writing. Work Environment: The work environment is a typical office building. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Seabreeze is proud to be an Equal Opportunity Employer that celebrates the diversity of our team. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other legally protected status. For individuals with disabilities who would like to request an accommodation such as an ASL interpreter, please contact People Strategy & Operations Team at .

Our San Diego office in California is looking for an Associate Financial Advisor working as part of an advisory team, and on behalf of senior advisors, helps clients achieve their financial goals. Present financial advice or plan to client with the Financial Advisor. Work with the financial advisory

Job DescriptionDescription: Solomon Ward is seeking a talented Litigation Associate ready to dive into a dynamic, client-focused practice. Join a firm where your expertise in legal research, discovery management, motion drafting, and client engagement will make a real impact. We're committed to fostering top-tier advocates who thrive on delivering exceptional results. If you're an ambitious litigator eager to build a thriving career in a supportive, high-caliber environment, this is your chance to shine. We provide competitive compensation, robust benefits, and the tools to propel your professional journey forward. The Opportunity Collaborate directly with seasoned partners and sophisticated clients on: • Complex business disputes, from initial strategy through resolution., • Mission-critical discovery processes and motion practice. What We're Looking For • 2-6 years of hands-on experience in general business litigation, backed by outstanding academic achievements., • Active California bar admission., • Sharp analytical abilities and creative problem-solving prowess., • Superior writing and communication skills to articulate complex arguments effectively., • Ability to work independently while thriving in a collaborative team environment. At Solomon Ward, we invest in you and prioritize your growth and success with: • Origination bonus: Earn 15% of monthly collections on matters you originate, empowering you to cultivate your own client base., • Billable expectations and generous production bonus: A manageable 1,750 annual hours target, with rewards for excellence—including a 5% base salary bonus at 1,800 hours, plus 40% of your billing rate for every hour beyond 1,800., • Business development support: Ample funding and encouragement for networking and marketing efforts at all levels. Key Benefits • Flexible hybrid model: Blend in-office collaboration with remote work for optimal work-life balance., • Retirement security: 401(k) and profit-sharing plans to build your financial future., • Health and wellness: Comprehensive coverage including medical, dental, vision, long-term disability, and flexible spending accounts via a Section 125 plan. Solomon Ward has built its success on lawyers who are passionate about excellence and client loyalty. Our goal for every attorney is to emerge as a leader in their field, become a trusted advisor and advocate for clients, and ultimately achieve partnership, while attaining both personal and financial fulfillment. Critical to our firm’s mission is to provide ethical, high quality and effective legal services, while also ensuring fulfillment and satisfaction to its partners, associates and staff. Our firm’s greatest assets are its clients and its people, and it will not exist without both. We promote professional development through effective continuing education initiatives and mentorship programs to ensure your continued growth. Requirements:

Job Description Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) is a clinical stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing. Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates. Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need. The Position The Associate Director, Operations Network and Strategy is a member of a team charged with ownership of end-to-end supply chain for Arrowhead products. This individual develops and implements strategies for Arrowhead's operational network, focusing on areas like supply chain, distribution, or pathways to support a growing clinical pipeline and commercial market portfolio. This role may lead cross-functional teams to ensure operational efficiency, analyze performance data, set goals, and manage budgets to align with the overall business strategy. This position works closely with other departments to mitigate risks within global operations, identify process improvements, and facilitate network expansion opportunities. This role is based in onsite with an expectation to be in the office five days a week. Responsibilities Network Strategy & Design • Lead development of end-to-end operations network strategy aligned with enterprise growth objectives., • Design and optimize manufacturing, distribution, and supply network footprint (internal and external)., • Conduct scenario modeling to evaluate capacity expansion, site selection, outsourcing, nearshoring, and risk mitigation strategies., • Build and maintain advanced network models to support demand growth, product lifecycle changes, and geographic expansion., • Evaluate trade-offs across cost, service, resilience, sustainability, and risk., • Lead cross-functional S&OP/S&OE inputs related to network capacity and constraints., • Identify and lead high-impact cost, productivity, and service improvement initiatives., • Support make-vs-buy decisions and strategic supplier partnerships., • Drive network resilience planning, including dual sourcing, inventory strategy, and contingency planning., • Develop business cases for capital investments, site expansions, and strategic initiatives., • Quantify financial impact of network decisions (NPV, IRR, cost-to-serve analysis)., • Serve as a trusted advisor to senior leadership on operations strategy., • Present recommendations to executive leadership and Board-level stakeholders (as applicable)., • BS in Business Administration, Supply Chain/Logistics, Engineering, or other field related to the essential duties of this role., • 10+ years of relevant industry experience (7+ years in fast paced cGMP environments; 5+ years in a supply chain leadership role within the pharmaceutical industry.), • Exhibits excellent interpersonal communication, project management, collaboration, and analytical skills., • Strong MS Excel, PowerPoint, and Word skills., • Experience using Smartsheet or other work management software., • Proficient generating and presenting operational and financial metrics/KPI's., • Thorough understanding of and experience with some aspect of technical operations or CMC., • Demonstrated ability to effectively lead and influence cross-functional teams not under direct organizational reporting lines to communicate challenging goals and achieve objectives., • Quick learner with the ability to handle multiple tasks simultaneously, maintain focus, and adapt to a variety of challenges., • Able to lead and coordinate large, complex strategy projects, with minimal direction All applicants must have authorization to work in the US for a company. California Applicant Privacy Policy

Job DescriptionWe are seeking an Assurance Audit Manager specifically for State and Local Government to join a growing CPA firm in Del Mar. This person will be responsible for State and Local Government Audits, budgeting and executing engagements, growth strategies, project management and billing and managing a team. The ideal candidate will have 5+ years of experience, CPA, Bachelors degree, public accounting experience and exceptional analytical thinking skills. Apply now for consideration! Core Responsibilities: • Leading Managing and Holding People Accountable (LMA), • Understand and assist in execution of growth strategies (research calls, pipeline mgmt., COPs, etc.), • Manage the engagement (job) project management, billing / ensures QC (technical) standards, • Takes care of the client (meets deadlines, timely communication), • Develops engagement team (prepares seniors to the next level), • Exhibit technical proficiency and the management ability to plan, budget for, and manage complete audit and/or client engagements, including preparation of reporting products, in accordance with MGO’s policies, procedures and practices., • Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner., • Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations., • Exhibit expertise in assigned areas/departments of the firm., • Demonstrate ability to resolve technical and client service issues and/or problems independently., • Recognize and capitalize on opportunities to provide additional services to clients., • Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self., • Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention., • May act as advisor to lower level associates., • Personnel responsibilities such as hiring, termination, promotion, demotion, assignment and performance feedback. Minimum Qualifications: • Minimum of 5 years of experience in public accounting, state and local government auditing experience, required with a minimum of 2 years of experience as a senior associate., • Demonstrated ability to manage large engagement teams dealing with sophisticated local governments and the ability to prepare financial statement in accordance with GASB 34., • Advanced technology skills in data analytics, financial statement preparation applications and research., • Proven ability to assign work, guide employees and complete projects on time and in budget., • Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework., • Certified Public Accountant (CPA) License from appropriate state., • Demonstrated ability to communicate effectively both verbally and in writing to direct reports, management at higher levels and clients., • CPA License (active and in good standing) from appropriate state.

Job Description Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) is a clinical stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing. Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates. Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need. The Position The Associate Director, R&D Financial Planning & Analysis (FP&A) will support the Arrowhead R&D organization in preparation of budgets, forecasts, long range plans, and strategic investments for growth. This role will collaborate with key stakeholders across the company, including but not limited to Clinical Operations, Regulatory, Medical Affairs, as well as oversight of our clinical trial portfolio. This role presents an exciting opportunity to shape R&D finance strategies, influence decision-making, and support clinical portfolio execution in a dynamic and growing organization. Excellent communication, leadership, and technical skills will be essential for this role, as well as a passion to be a part of the company's growth. This role is based in Pasadena, California or San Diego, California, with an expectation to be in office 5 days a week. Responsibilities • Financial Planning & Forecasting, • Lead the annual operating plan, rolling forecasts, and long-range financial planning processes for the R&D organization., • Support strategic initiatives such as pipeline investment decisions, external collaborations, and business development evaluations., • Act as a trusted advisor to senior leaders, translating operational plans into financial implications., • Analyze actual results versus plan and forecast, clearly communicating key drivers and emerging trends., • Clinical Finance & R&D Support, • Support clinical trial budgeting, forecasting, and accrual analysis, including CRO spend, investigator grants, patient costs, and pass-through expenses., • Monitor clinical program spend versus plan, identifying risks, opportunities, and timing impacts., • Partner with Clinical Operations, Program Management, and Accounting to ensure accurate forecasting, spend visibility, and financial close alignment., • Support portfolio-level decision-making, including program prioritization, scenario analysis, and development trade-offs., • Review, evaluate, and support negotiation of CRO and clinical vendor agreements, including study budgets, change orders, and contract amendments, to ensure cost efficiency, appropriate risk sharing, and alignment with development plans., • Provide financial diligence on clinical vendor proposals, assessing pricing structures, payment terms, scope assumptions, and financial risks in partnership with Legal, Procurement, and Clinical Operations., • Performance Management, • Enhance financial transparency and decision support through dashboards and executive-ready materials., • Develop and track KPIs related to R&D efficiency, clinical execution, and overall financial performance., • Recommend actions to improve cost discipline, forecast accuracy, and resource utilization., • Process, Systems & Continuous Improvement, • Lead enhancements to FP&A processes, models, and planning tools., • Drive best practices in forecasting, scenario planning, and financial reporting., • Partner with Accounting and IT on ERP and FP&A system optimization., • Team Leadership, • Lead, mentor, and develop the R&D FP&A and Clinical Finance teams, fostering a high-performing, collaborative culture., • Bachelor's degree in Finance, Accounting, Economics, or related field, • 10+ years of progressive FP&A experience, including 5+ years in a leadership role., • Highly proficient in Microsoft Excel, with experience building models, • Ability to gather, analyze and interpret information for completeness and accuracy; excellent attention to detail; excellent organizational skills, • Strong communication skills, ability to effectively interact with others at all levels– within and outside of finance. Ability to tailor communication to the audience to achieve desired results, • Self-starter with the demonstrated ability to work in a fast-paced atmosphere with minimal supervision, • CPA/MBA, • Experience with FP&A Planning systems (Anaplan experience a plus), • Experience with building financial models All applicants must have authorization to work in the US for a company. California Applicant Privacy Policy

Job Description Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Bloomington, MN or San Diego, CA; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions. · Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing. · Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests. · Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems. · Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently. · Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes. · Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem. · Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy. · Ownership: A proactive approach to following up on open items until they are fully resolved. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 3600 American Boulevard West, Bloomington, MN 55431; or 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: Advisor Services Associate - Onboarding Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate – Onboarding is a specialized role within the Simplicity Wealth Advisor Services Team. This individual serves as the primary point of contact for new advisory firms, guiding them through the critical phase of transitioning their book of business. You will be responsible for the seamless migration of Assets Under Management (AUM), ensuring a high-touch, "white-glove" onboarding experience for both advisors and their clients. This position may require 5% travel to assist with Advisor Onboardings. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $56,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; or 3600 American Boulevard West, Bloomington, MN 55431; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Crafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company is dedicated to helping families safeguard their assets and ensure a brighter future for every client. Are you passionate about making a real difference in people's lives? As a committed Virtual Insurance Sales Associate, you will have the opportunity to forge meaningful client relationships while offering solutions that protect and secure financial futures. Role Overview: Step into a dynamic role where you will: * Engage and connect with clients to understand their unique financial needs and objectives. * Provide personalized solutions that ensure clients' security and peace of mind. * Stay ahead of industry trends to consistently deliver informed and effective advice. * Build lasting relationships with clients, becoming their trusted advisor. Imagine a work environment where you can grow both professionally and personally. Are you ready for a fulfilling career that offers you: * Remote work flexibility, allowing you to balance your personal and professional life. * Participation in a vibrant company culture where every team member is valued and supported. * Opportunities for continuous learning and career advancement. We are seeking motivated individuals who are: * Empathetic and excellent communicators who can build trust with clients. * Detail-oriented and proactive in offering tailored insurance solutions. * Driven and eager to achieve high standards for themselves and our clients. Ready to embark on this journey with us? * Submit your application today! We believe in the potential of every candidate. * Following your application, you'll receive an invitation to a virtual company overview tailored to fit your schedule. * Connect with our team during the overview, where you can ask questions and learn more about the role. Join us, and let's craft brighter futures together! • This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.

Job DescriptionDescription: Solomon Ward is seeking a Transactional Attorney - with experience ranging anywhere from mid-level Associate to a Partner - to join our thriving practice. You will handle sophisticated matters for a diverse client base, including M&A, financings, commercial contract negotiations, and general corporate matters, with direct client contact and meaningful responsibility. We offer a competitive salary, comprehensive benefits package, and a supportive work environment. The Opportunity You will work closely with Partners and clients on: • Financings, restructurings and recapitalizations., • Mergers and acquisitions, joint ventures, and other strategic transactions. What We're Looking For • Minimum 4 years of private law firm experience in financings, M&A, and general transactional matters., • Active California bar admission., • Sharp analytical and problem-solving skills, with sound business judgement., • Excellent communication and interpersonal skills, and a client-service mindset., • Ability to work independently while thriving in a collaborative team environment. At Solomon Ward, we invest in you and prioritize your growth and success with: For Associates: • Origination bonus: Earn 15% of monthly collections on matters you originate, empowering you to cultivate your own client base., • Billable expectations and generous production bonus: A manageable 1,750 annual hours target, with rewards for excellence—including a 5% base salary bonus at 1,800 hours, plus 40% of your billing rate for every hour beyond 1,800., • Business development support: Ample funding and encouragement for networking and marketing efforts at all levels. For Partners: • No capital contribution or buy-in required., • A single equity class of partnership for all Partners., • Formula-based compensation system that applies equally to all Partners., • Flexible hybrid model: Blend in-office collaboration with remote work for optimal work-life balance., • Retirement security: 401(k) and profit-sharing plans to build your financial future., • Health and wellness: Comprehensive coverage including medical, dental, vision, long-term disability, and flexible spending accounts via a Section 125 plan. Solomon Ward has built its success on lawyers who are passionate about excellence and client loyalty. Our goal for every attorney is to emerge as a leader in their field, become a trusted advisor and advocate for clients, and ultimately achieve partnership, while attaining both personal and financial fulfillment. Central to our mission is providing ethical, high-quality, and effective legal services while ensuring fulfillment and satisfaction for our partners, associates and staff. We view our clients and our people as our greatest assets, and we actively promote professional development through robust training and mentorship to ensure your continued growth. Requirements:

Job Description Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages client meeting preparation, conducts financial modeling, prepares advanced planning deliverables, and collaborates with internal and external professionals to ensure accurate and effective implementation of client strategies. Additionally, this role contributes to the firm's growth by identifying and implementing process improvements, managing critical project elements, and actively mentoring and developing junior team members to maintain a high-performing advisory practice. Primary Responsibilities: Client Planning & Documentation • Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration., • Design and model income tax and estate planning strategies under the guidance of the Wealth Advisor, • Prepare advanced planning deliverables for internal team review and client presentation, ensuring accuracy and clarity in Excel and other systems to effectively “tell the client story.”, • Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities, errors, and overall financial positioning, • Present planning deliverables and quarterly client performance review materials, including entity charts, balance sheets, and portfolio summaries., • Assist Wealth Advisors in client meetings by clearly explaining assumptions, recommendations, and strategy rationale., • Build and maintain strong client relationships through day-to-day interactions, listening for additional needs, assisting with questions or requests, and facilitating the flow of information to the advisory team., • Internally manages one of the team’s key revenue lines, providing weekly status updates to the team, tracking progress toward goals, and coordinating next steps, • Support the management of the annual “Report Card” process for all wealth management clients through creation of proposed scope of work and recap of planning value added in the prior year, • Identify process inefficiencies in client case development, documentation, and financial plan creation, recommending solutions to improve workflow and accuracy., • Develop and implement systems, templates, and tools to enhance efficiency and standardization of the Liberated Wealth Process., • Coordinate with CPAs, EPAs, and other external professionals to support accurate implementation of tax, estate, and investment plans., • Collaborate with external center’s of influence, client & their support team, and other internal departments to ensure alignment on planning strategy design & execution, • Train and mentor Diamond Team interns through regular check-in meetings to support learning, questions, and professional growth., • Strong understanding of financial, tax, and estate planning principles and documentation., • Technical proficiency with Salesforce, financial planning software, and Microsoft Office., • Exceptional written and verbal communication skills, • High emotional intelligence, adaptability, and transparency in fast-paced, client-focused environments., • Hunger to learn and grow in the role, with willingness to ask questions and seek guidance when needed, • Advanced proficiency in Excel, including formulas, formatting, and presenting data clearly, • Ability to collaborate effectively with internal teams and external professionals while maintaining accuracy, timeliness, and quality of deliverable, • Bachelor’s degree in finance, Business Administration, Economics, or related field, • Undergraduate degree – Required, • Certified Financial Planning “CFP” designation - Required, • Life & Health license in the State of CA – Optional, • 3+ years minimum experience in wealth management, • Accountability, • Communication, • Teamwork, • Adaptability, • Client Orientation, • Emotional Intelligence We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Expected pay range for this role is $65,000 to $95,000 plus bonus.

Job DescriptionCourtAvenue is a company of industry experts accelerating digital transformation for the world’s most ambitious companies. At CourtAvenue, you will be a part of a culture powered by entrepreneurs, technologists, data scientists and the habitually restless dedicated and energized to design products and services that transform businesses while optimizing them for growth. You will have the opportunity to learn and grow within a culture that values innovation while focusing on redesigning the experience between consumer and service (or product) by leveraging a fluid, seamless, and thoroughly transparent engagement. At CourtAvenue, an Associate Account Director (who we affectionately refer to as an Associate Director, Business Innovations) acts as our client’s partner, ensuring seamless execution of business strategies and optimizing internal team processes. This pivotal role is the bridge between executional management and strategic account leadership, focusing on driving day-to-day business success while actively developing the skills needed to tackle complex, high-level business challenges. The AD is an exceptional communicator, highly organized, and committed to building strong, constructive relationships across client and internal teams. We are focused on creating a best-in-class experience for our clients. The Associate Director, Business Innovations will be responsible for the following: Core AD Responsibilities * Serve as a primary contact for clients, leading both strategic and executional work in partnership with client operations. * Serve as a trusted advisor, providing guidance that ensures the brand’s digital presence meets business goals and user needs. * Support leadership in tracking project financials and business performance to learn the principles of account financial management and profitability. * Partner closely with project management, UX, design, development, and content teams to ensure flawless execution and alignment to client strategy. * Proactively identify opportunities for digital innovation, optimization, and business growth. * Facilitate and organize cross-functional communication and documentation across Strategy, Creative, Media, and Data teams to maintain project alignment. * Provide research and organizational support for new business proposals and pitches. Account-Specific Focus: Automotive Client * Act as the internal subject matter expert on the client’s specific industry and digital ecosystem. * Lead day-to-day account management with a focus on digital experience, UX/UI design, and content management for the brand’s website. * Develop a working knowledge of the client’s specific website component library and content management workflows to ensure efficient execution. * Manage the annual calendar of updates (exp. model year updates) ensuring alignment with brand standards and user experience best practices. Qualifications & Requirements * 8+ years of progressive professional experience in digital, creative, media, or business consulting environments. * Proven ability to manage complex, multi-faceted projects requiring alignment across numerous internal and external stakeholders. * Exceptional written and verbal communication skills, including the ability to articulate complex concepts clearly and persuasively. * Bachelor’s Degree in Marketing, Communications, or a related field. * Self-starter with a solutions-oriented mindset and the ability to navigate challenges and negotiations with professionalism. * Our organization follows a structured-hybrid work model, where employees work in an office environment in the middle of the week and remotely on Mondays and Fridays. Candidates must reside in a supported hub. Account-Specific Requirements: * Proven experience managing large-scale digital programs, ideally including website UX/UI design and content management. * Experience in automotive is strongly preferred. * Candidates for this position should be located near one of our two California offices: * Los Angeles, CA * San Diego, CA Final compensation will be determined by total related experience as well as geography.CourtAvenue, INC. is an Equal Opportunity Employer. CourtAvenue recruits qualified applicants without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or genetic information. CourtAvenue, INC. participates in the E-Verify program. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form (I-9) upon hire.

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: 11512 El Camino Real, Suite 100, San Diego, CA; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 11512 El Camino Real, Suite 100, San Diego, CA; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job DescriptionDescriptionPosition Overview We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with account management, ensure regulatory compliance, and maintain precise client records. This role is based in our Tampa office and involves collaborating with a diverse group of advisors across the country. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to handle multiple priorities in a fast-paced environment. Key Responsibilities • Client Support: Serve as the primary point of contact for client inquiries, providing accurate information about financial products and assisting with processes., • Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues., • Financial Planning Assistance: Support Financial Advisors by maintaining financial plans and investment details., • Documentation & Record-Keeping: Process and maintain up-to-date client records, handle documentation, and archive within CRM., • Compliance: Ensure all client interactions and transactions comply with industry regulations., • Communication: Maintain clear communication with clients, advisor firms, and internal teams, providing updates on client requests and onboardings., • Problem Resolution: Address and escalate client issues, ensuring client satisfaction and retention., • Education & Training: Educate advisors on financial products, services, and systems., • Vendor Collaboration: Coordinate with custodians to process transactions and maintain account accuracy., • Reporting & Analysis: Generate reports on account activities, provide insights to improve client service and operations. Qualifications • At least three years of experience in financial services, advisory office practices, and custodial operations., • Excellent organizational and time management skills to handle multiple tasks and meet deadlines., • Detail-oriented with the ability to maintain accuracy with financial documents., • Strong communication skills, both verbal and written, to interact effectively at all levels., • Ability to manage multiple priorities, resolve issues, and provide high-level customer service., • Proficiency in office software, reporting tools, and CRM systems., • Familiarity with investment concepts and industry compliance standards. Benefits • 401(k) matching, • Dental Insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance

Job DescriptionSalary: $52,000 - $60,000 Securities Registration Not Required | non-registered fingerprinted (NRF) person Qualifications • Experience in administrative support or customer service, preferably in the financial services and/or insurance industry, • Health and life license required (or exam passed within 90 days of employment), • Excellent oral and written communication skills, • Familiarity with Microsoft applications and data entry and information retrieval software, • Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines, • Strong attention to detail with the ability to work with a high degree of accuracy, • Ability to work in a fast-paced environment, • Ability to work both independently and in a team, • Ability to maintain confidentiality, • Continue insurance education through schools, academies, licenses, registrations and designations, • Series 6 licensing preferred (and Series 63 in applicable states) registration allows you to work with variable annuity, variable life and mutual funds Overall Function An insurance operations specialist will handle all insurance new business, servicing of existing book of business and setting current risk client annual meetings. The Insurance Operations Associate role may also include the following responsibilities: • Utilizing the network illustration system for recommendation and review meetings for the advising team, • Maintain relationship with outside firm brokerage when outside business illustrations are necessary, • proactively scheduling client reviews, rescheduling meetings, confirming appointments, calling clients for birthdays and checking in for major life event changes, • Manage advisors LinkedIn messaging and inputting referrals to the firm, • Onboard new client insurance accounts, collecting required client information and documentation, • Schedules Insurance Exam medicals, client follow up included, • Contact clients to follow-up on outstanding forms, tasks, and other information., • Enter new client or updated client data in CRM and other software systems., • Underwriting management/monitoring and client communication via approved NM communication platforms, • Ordering/sending birthday cards and holiday gifts, organizing events., • Policy Owner services: policy reconsideration requests, changes to beneficiary/payments, shortages, pre-screen for life/Disability insurance applications, calling for multi-life discount., • Actively track and follow-up on new account onboarding and client service tasks, • Handle advisor post meeting case notes, process correspondence, and maintain client case files, • Gathering information for financial advisors meeting with client/prospect, • Preparing advisory annual review information Compensation • Competitive salary based on experience, • Health/Dental/Vision insurance, • 401(k), • Paid time off, • Holiday paid time off, • Bonus opportunity, • Room for advancement within the firm

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Up to $25-hr / Flexible Schedule / Health-Dental-Vision / PTO + Parental Leave - As a Customer Service Associate at Tandem Vet, you will: Provide exceptional customer service by answering incoming calls, responding to emails and live chats in a timely and professional manner; Troubleshoot and resolv

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands

Manage and be responsible for financial aspects of contracts by ensuring that pricing is completed timely and collected timely from client.

Environmental Justice Project Manager.The mission of Casa Familiar is to enhance the quality of life for people living in underserved and underrepresented communities.Integrity, Respect, Familia, Culture, and Company.Who is the Environmental Justice Project Manager?.The Environmental Justice Project