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Wealth Management Risk Associate Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Wealth Management Risk Associate supports the development and oversight of the High Net Worth (HNW) and Ultra High Net Worth (UHNW) business. The associate will ensure that the firm develops and maintains a robust risk management framework that allows it to manage its key risks which include fiduciary and suitability risk and operational risk. * Assist in the development of the risk framework including risk appetite and committee reporting. * Perform risk assessments and oversight of changes in the business including new products, organizational models, systems and processes. * Assess, monitor, and mitigate fiduciary, conduct, and operational risks across HNW/UHNW client relationships. * Partner with front office, compliance, and legal teams to ensure policies, procedures, and controls address fiduciary obligations for HNW clients. * Conduct risk assessments of advisory, brokerage, and discretionary accounts to identify emerging fiduciary risks. * Provide guidance and training to relationship managers and advisors on fiduciary responsibilities and regulatory expectations (SEC, FINRA, DOL). * Monitor regulatory developments, enforcement actions, and industry best practices to enhance the firm’s fiduciary risk framework. * Participate in internal reviews, audits, and regulatory exams related to fiduciary oversight. * Support new business initiatives and product approvals with a fiduciary risk lens, particularly for complex structures (trusts, family offices, offshore entities, private placements). * Develop and maintain risk reporting and metrics for senior management and governance committees. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor’s degree in finance, Business, Law, or related field. – Required. * Advanced degree or JD. - Preferred. * 5+ years of experience in fiduciary risk, compliance, operational risk or legal roles within a broker-dealer, private wealth, or trust environment. – Required. * Deep understanding of fiduciary standards, Reg BI, SEC/FINRA rules, ERISA/DOL requirements, and industry best practices. * Experience with HNW/UHNW client structures, including trusts, estates, foundations, family offices, and discretionary mandates. * Detailed knowledge of the wealth management industry including products, fiduciary obligations, and regulatory standards. * Strong analytical and problem-solving skills with the ability to exercise sound judgment on complex fiduciary matters. * Excellent interpersonal and communication skills; ability to engage with front office and senior management. Certifications: * Certified Fiduciary & Investment Risk Specialist (CFIRS) – Preferred. * Chartered Financial Analyst (CFA) – Preferred. * Certified Financial Planner (CFP) – Preferred. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $65,625.00 USD Maximum: $110,000.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Florida-Miami Organization: Santander Bank N.A.

Vice President Relationship Management The Role Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. In this role, the VP, Head of Relationship Management will partner with the broad management team to help enhance partnerships, shape the strategy, and develop a roadmap to continue to advance and evolve the business. You will provide leadership, coaching and training for a global team of Relationship Managers focused on driving deeper relationships, client loyalty, retention and business growth. Your leadership will help Fidelity Digital Assets® organically grow our business and increase share of wallet, shape the future of our organization, and build strategies to ensure our Clients and Associates are successful. The Expertise and Skills You Bring • Proven professional success in building and leading an institutional relationship management team and driving sales growth at a bank, broker-dealer or other financial or digital asset institution with a preference for technology-led services., • A minimum of 15 years of relevant financial services experience, global experience is a plus Passion, curiosity, and expertise knowledge of the Digital Assets ecosystem, • 5+ years people management experience that maximizes geographically disperse team performance and development, ideally in a financial operations setting, • Ability to engage with Institutional Client executives to ensure strategic alignment and deliver solutions that will drive maximum relationship value, • Experience with oversight and supervision of complex operational processes, • Proven ability to successfully build and manage relationships with demanding and complex clients, and essential internal and external business partners, • Proven leadership skills, particular on teams in face-paced, collaborative environments, • Expertise and experience leading in the Digital Assets space, • Relationship management, listening, questioning and superior communication, • Ability to work in ambiguity and set tone and pace for peers and team, • Proven risk-management and problem resolution skills, • Ability to recognize process inefficiency and recommend improvement opportunity., • You will work to deepen Client retention and engagement, • Driving revenue by gaining additional share of wallet, • Supporting Strategic Clients and client retention, • Helping shape and advance our global relationship management strategy, • Developing associates to grow in current role and toward future opportunities., • Connecting the team and each associate to the broader organization and driving collaboration, • Using sound judgement and being a steady hand at the wheel through change The Team The Relationship Management function operates in partnership with broader Fidelity Digital Assets® priorities. Our business is developing best in class products, services and platform capabilities for our institutional clients. As the digital assets asset class and regulatory landscape matures we are developing and shaping a business that defines the standard across both traditional finance and crypto natives cultures. You’ll work alongside product, strategy, marketing, business developing and technology to help bring this vision to life. Relationship Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.

Job Summary: Reporting to the CFO, The Human Resources Director serves as both a strategic and tactical business partner in several key human resources related functional disciplines (Employee Relations, Compensation/Benefits, Employee Engagement, Compliance, HR Administration (including Leaves and Workers Compensation, Performance Management, Departures/Exits). This is a hands-on role; working with people at all levels of the organization and serves as a trusted advisor to executive management. The HR Director originates and leads Human Resources best practices and objectives across the organization. This individual advises and counsels leadership around providing an employee-oriented; high performance ___ that embodies Dellbrook|JKS’s core values. This Director manages a payroll specialist, and is responsible for all HR strategic projects and initiatives. The Director ensures metrics are in place to measure HR’s overall contribution the organization’s goals. Responsibilities: • Build a best-in-class HR function to help drive support the business and ensure an exceptional employee experience., • Manage Human Resources activities and develop strategies that support Dellbrook|JKS’s vision, strategies, and values, • Provide overall leadership to Human Resources function by overseeing key disciplines mentioned in the summary., • Develop and revise HR policies and procedures that are consistent with an outstanding employee experience, are in line with and help drive corporate objectives, and maintain legal integrity., • Liaise with leadership on key HR and employee relations issues that are having operational impacts – partner on identifying and implementing solutions., • Partner with the benefit’s broker on ensuring the optimal benefit plan design, offerings, communications and participation., • Manage all HR administrative and reporting functions, including Payroll/Benefits (with Finance partnership), Leaves of Absence and Workers Compensation., • Develop and implement a valuable performance review process and cycle in accordance with current trends and industry best practices., • Implement and manage compliance efforts with federal, state and local laws and regulations relating to all aspects of the employee life cycle., • Manage HR related required training at all levels of the organization and partner with leadership on other training needs for the business., • Maintain knowledge of industry trends and employment legislation that could impact the organization objectives, • Manage all HR Technology platforms and systems including upgrades, • Develop and oversee corporate Human Resources SOPs, metrics, and KPI’s, • Develops and implements the departmental budget, • Maintain the tracking of all licensure requirements/training and evaluation processes for the individual programs. Qualifications: • Bachelor’s degree, • 8+ years of HR experience, • Experience in the Construction industry is a must particularly when it comes to licensure and evaluation programs., • The ability to bring immediate credibility to the human resources function through his/her professional qualifications and leadership skills as well as project the highest levels of integrity, • Experience with HRIS, • Strong presentation skills, • Energetic self-starter with a bias toward action, • Objective, decisive and results oriented with well-developed team building skills, • Employee relations experience, and sufficient expertise in management principles to serve confidently and confidentially in an advisory role, • Ability to travel to our location in Falmouth and job sites across the State, • Position requires the satisfactory completion of a background check including fingerprinting., • SHRM certification preferred Equal Opportunity Employer Dellbrook|JKS’s is an equal opportunity employer. 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 applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business needs.

Real Estate Acquisitions & Asset Management Manager Newton, MA | In-office preferred, hybrid considered for exceptional candidates About Yankee Capital Partners (YCP) Yankee Capital Partners is a Boston-based private equity real estate firm investing in institutional-quality assets with entrepreneurial execution. We own and operate two growing platforms: • Multifamily Value-Add Portfolio: Focused on acquiring and repositioning underperforming Class A/B properties in the Southeast U.S., with active holdings in Charleston and Raleigh., • Tommy's Express Car Wash Portfolio: A rapidly expanding portfolio of high-performing, tech-enabled car wash assets in key growth markets, including Oklahoma City and New England. YCP was founded on a simple belief: that disciplined investing, operational excellence, and lasting relationships create exceptional results. Our investors include high-net-worth individuals, family offices, and partners who value transparency, alignment, and performance. We're a small, sharp, and ambitious team that moves fast, thinks like owners, and rewards results. If you're someone who wants to see your fingerprints on every deal, this is where you'll thrive. The Role We're hiring an Acquisitions & Asset Management Manager to own our deal pipeline from sourcing through stabilization, while also supporting investor relations and capital raising. You'll report to the founder for acquisitions and to a firm partner for investor reporting and marketing. This role requires someone who can source deals, build the financial models that prove they're worth doing, negotiate and close the transactions, and then make sure the assets perform as underwritten. You'll also help prepare investor materials and participate in presentations to current and prospective LPs. What You'll Do Acquisitions (60%) • Source multifamily and car wash deals through broker relationships and direct owner outreach, both on-market and off-market, • Build financial models and prepare investment memos for internal review, • Present deals to the founder with your recommendation and risk assessment, • Negotiate PSAs, manage due diligence (inspections, environmental, legal), and drive transactions to closing, • Structure and negotiate financing: bridge loans, agency debt, construction loans, • Handle entitlement and development processes for ground-up car wash projects, • Track portfolio performance against projections and business plans, • Prepare financial analysis on existing properties, • Work with asset and property management teams during onboarding and transitions, • Help prepare investment memos and financial presentations, • Contribute to quarterly and annual investor reporting, • Potentially participate in investor presentations and calls with current and prospective partners Required Experience • 5+ years in commercial real estate acquisitions or investments with closed deals you can point to, • Strong financial modeling skills, • Track record of sourcing deals independently through broker and owner relationships, • Experience leading underwriting, due diligence, and execution from LOI to closing, • Working knowledge of entitlement and development processes, • Familiarity with JV structures, capitalization, and legal docs, • Multifamily and retail experience required; car wash experience is a plus, • Comfortable preparing materials and presenting to sophisticated investors The Profile That Succeeds Here You build relationships that generate deal flow. You're detail-oriented without losing sight of the bigger picture. You move quickly on time-sensitive opportunities and follow through without being reminded. You manage competing priorities without dropping balls. You communicate problems early and take ownership of outcomes. You're comfortable working directly with founders and partners in a lean environment where there's nowhere to hide mediocre work, but no bureaucracy to slow down good ideas. Why This Opportunity You'll work directly with the founder and a firm partner. You'll touch every part of the investment lifecycle: sourcing, underwriting, financing, closing, asset management, and investor communications. Your work will be visible. So that you know, your contributions will actually matter. This role fits someone who's proven themselves in a larger shop but wants more autonomy and impact, or someone ready to step up from a more junior role into full ownership of transactions. Compensation • Competitive base salary, • Performance bonus tied to closed deals and portfolio performance, • Three-month mutual evaluation period, • Equity potential for the right candidate as we grow To Apply Email your resume to with the subject line "Real Estate Acquisitions & Asset Management Manager." In your email (keep it to 3-4 paragraphs): • Why you're considering leaving your current role, • A deal you sourced: what made it challenging and how it turned out, • What draws you to this opportunity We review applications on a rolling basis and respond to qualified candidates within one week.

Vylla Home’s national footprint and full-service model provide a truly progressive approach to the real estate process, creating extraordinary experiences for both our customers and sales agents. As part of the Carrington and Vylla family of companies, we provide nearly every aspect of homeownership under one roof – from real estate with Vylla Home to title, settlement and escrow services with Vylla Title and Escrow, mortgage lending with Carrington Mortgage Services, LLC and more! We offer our agents: • True partnership in your real estate business to support your career goals and development., • Competitive commission splits – keep your commission and set your own value!, • Unlimited opportunity to earn what you are worth., • No upfront or monthly fees. We don’t make money until you do., • Reasonable flat rate transaction fees. No hidden costs, and you don’t pay until you close!, • Qualified leads, assets and referrals – many unique options to increase your business. We are also a leading REO brokerage and provide multiple REO lead resources., • Free CRM tool (including a custom mobile app for when you’re on the go!), marketing tools, transaction management system, e-signatures and more., • Customized training, live demos and a library of industry-relevant resources available 24/7. We also offer the Ninja Selling sales platform and training for agents to increase productivity – all at no cost to you!, • Customizable marketing resources including agent websites, printed and digital materials, social media assets, tools, support and training., • Face-to-face broker support and coaching – true mentorship!, • Dedicated resources from Vylla and Carrington’s family of companies (including lending, title and settlement services along with superior customer service from our homeownership concierge team), • Back office support including dedicated transaction coordinators and an agent services resource team, • “Best of both worlds” environment with local offices and support as well as the backing of a large, established and nationwide institution, • Incentive program to earn cash if you help grow our team and refer new agents onboard, • Resources for your clients including a mobile app for home search, moving discounts from local vendors and more., • Flexible schedules and control over your personal and professional growth as an agent, • A fun, positive culture where our community, or Vyllage as we call it, supports one another and gives back Apply today! What will make you successful at Vylla? • An active Real Estate license, • Drive and ambition to succeed as part of an innovative, fast-growing team, • Complete focus on the customer experience, • Strong communications skills and ability to build a network of engaged customers and prospects, • Ability to multi-task and take initiative, strong work ethic Vylla is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, gender, national origin, ancestry, age, marital status, sexual orientation, veteran’s status, physical or mental disability or any other legally protected category. Vylla will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company. EEO/AAP Employer

Vylla Home’s national footprint and full-service model provide a truly progressive approach to the real estate process, creating extraordinary experiences for both our customers and sales agents. As part of the Carrington and Vylla family of companies, we provide nearly every aspect of homeownership under one roof – from real estate with Vylla Home to title, settlement and escrow services with Vylla Title and Escrow, mortgage lending with Carrington Mortgage Services, LLC and more! We offer our agents: • True partnership in your real estate business to support your career goals and development., • Competitive commission splits – keep your commission and set your own value!, • Unlimited opportunity to earn what you are worth., • No upfront or monthly fees. We don’t make money until you do., • Reasonable flat rate transaction fees. No hidden costs, and you don’t pay until you close!, • Qualified leads, assets and referrals – many unique options to increase your business. We are also a leading REO brokerage and provide multiple REO lead resources., • Free CRM tool (including a custom mobile app for when you’re on the go!), marketing tools, transaction management system, e-signatures and more., • Customized training, live demos and a library of industry-relevant resources available 24/7. We also offer the Ninja Selling sales platform and training for agents to increase productivity – all at no cost to you!, • Customizable marketing resources including agent websites, printed and digital materials, social media assets, tools, support and training., • Face-to-face broker support and coaching – true mentorship!, • Dedicated resources from Vylla and Carrington’s family of companies (including lending, title and settlement services along with superior customer service from our homeownership concierge team), • Back office support including dedicated transaction coordinators and an agent services resource team, • “Best of both worlds” environment with local offices and support as well as the backing of a large, established and nationwide institution, • Incentive program to earn cash if you help grow our team and refer new agents onboard, • Resources for your clients including a mobile app for home search, moving discounts from local vendors and more., • Flexible schedules and control over your personal and professional growth as an agent, • A fun, positive culture where our community, or Vyllage as we call it, supports one another and gives back Apply today! What will make you successful at Vylla? • An active Real Estate license, • Drive and ambition to succeed as part of an innovative, fast-growing team, • Complete focus on the customer experience, • Strong communications skills and ability to build a network of engaged customers and prospects, • Ability to multi-task and take initiative, strong work ethic Vylla is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, gender, national origin, ancestry, age, marital status, sexual orientation, veteran’s status, physical or mental disability or any other legally protected category. Vylla will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company. EEO/AAP Employer

Job DescriptionThis is a remote role that follows a Monday through Friday scheduled of 8:00AM to 5:00PM EST.The primary responsibility of this position is to process and integrate customer data, assisting with the movement of goods between international borders.Job Description: • Serves as the customer service liaison between the company and the customer(s), • Resolves problems (i.e. billing, tracking shipments) and handles customer concerns. Builds relationships with customers, • Prepares important documents for import customs clearance of client shipments (i.e. bonds, bills, classify/release and reports), including PGAs., • Traces shipments and re-routes freight accordingly., • Communicates and corresponds with CBP and the various PGAs to resolve routine issues., • Prepares import documents including: bills of lading, dock receipts, licenses, and consulate documents and distributes documents to all appropriate parties., • Cross-trains in additional responsibilities., • Handles confidential information., • Has experience specific to client submission requirements and clearance of specific commodities, • Opens files, enters notes, information and document requests in corporate systems, • Reviews documentation or issues documents to meet government regulations and carrier regulations, • Convert and verify shipment weight, volume and foreign currency, • Sends information/document requests to company's employees, suppliers, service providers and/or U.S. government agencies as needed, • Communicates with specific offices, departments, and teams on all issues affecting customs brokerage, • Ensures compliance with regards to U.S. Government regulatory agencies such as FDA, EPA, USFWS, etc., • Maintains communication with customers, carriers and vendors, • Coordinates shipments from airline, ocean piers and CFS (container freight station) to customer/consignee destination, • Coordinates pick-ups and invoices files, • Stays up-to-date on regulations, laws, guidelines and Deringer requirements. Acts as a resource to internal and external clients., • Handles accounting processes accurately and in a timely manner, • Performs additional duties as assigned by management. Required Qualifications: • High school diploma/GED, • 3+ of recent customs brokerage experience, • Previous FTZ or FDA experience A.N. Deringer offers comprehensive health, dental, and vision plans in addition to many excellent voluntary health and wellness benefits. We offer generous paid time off, including paid holidays and promote flexibility in your work environment to assure a positive integration of work and life.Disclaimer:The above job description is intended to describe the general nature and level of the work being performed by people assigned to this role and is not an exhaustive list of all duties and responsibilities. Deringer reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty, and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a Complex Claims Director on our Architects & Engineers (A&E) Professional Liability team. At BHSI, our claims professionals are an integral part of our business. Every claim is handled with the utmost skill by seasoned and dedicated claims professionals. We are seeking an experienced professional to join our growing team in the Atlanta, Boston, Chicago, New York, or Plymouth Meeting office. This position is a great opportunity for practicing lawyers looking to transition out of a law firm as well as claim professionals with professional liability claims experience. In this role, the Complex Claims Director will have a unique opportunity to handle and adjust all facets of Architects & Engineers Professional Liability claims in a highly collaborative team environment, dedicated to best in class claims handling. Duties and Responsibilities: • Manage and adjust Architects & Engineers Professional Liability claims impacting primary and excess policies while ensuring the highest level of customer service and technical claim file quality., • Proactively handle claims from first notice of loss through ultimate resolution while advising internal partners and meeting with clients and brokers., • Collaborate and partner with the insured and broker in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively., • Conduct, coordinate, and proactively handle the investigation process and ensure timely resolution of claims., • Directly and closely monitor assignments to experts and defense counsel as necessary., • Evaluate information related to coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Draft reports, set reserves within authority, or make claim recommendations concerning reserve changes., • Travel to conferences, mediations, and trials as necessary. Qualifications, Skills, and Experience: • A minimum of 10 years’ experience handling professional liability claims and/or construction claims, or matching equivalency; and be able to demonstrate technical competence in the handling of specialized claims., • Ability to work independently and assimilate learning materials on many different subjects from various sources., • Excellent interpersonal, communication, investigative and negotiation skills., • Ability and willingness to work effectively in a team environment and handle multiple tasks simultaneously., • Demonstrated experience in handling and adjusting claims in multiple jurisdictions and must possess, or successfully obtain , the required licenses., • JD preferred. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionAbout Aeris PartnersAeris Partners is a market-leading boutique investment bank that provides strategic M&A advisory services to best-in-class software, Software-as-a-Service (SaaS), data & analytics, private equity, and venture capital firms spanning a range of high-growth vertical markets. Aeris leverages extensive technology domain expertise and an unparalleled commitment to delivering superior M&A outcomes on every transaction while maintaining a commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. The firm's senior leadership team has successfully completed more than $40 billion of M&A advisory assignments to date with transactions ranging from $200 million to $2 billion in enterprise value. Aeris is a registered broker-dealer and member of FINRA and SIPC. We are seeking high calibre pre- and post-MBA Vice Presidents with exceptional leadership, communication, teamwork, client-facing, and analytical skills, and an unwavering passion for excellence. Vice Presidents work directly with Managing Directors during all facets of the M&A advisory transaction life cycle, including transaction development, transaction execution and transaction negotiation and strategy. Specific responsibilities include assisting with the preparation of market and operating analyses, information memoranda, marketing presentations, and financial and valuation analyses. Vice Presidents support Directors and Managing Directors during all phases of M&A execution, including supervising and developing Analysts, contributing to firm best practices and culture, and building industry relationships.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for an experienced Wholesale Property Underwriter located in Boston, MA. Responsibilities include but are not limited to: developing business within distribution channels, prequalifying accounts, and utilizing underwriting acumen to select property risks within the company’s risk appetite. The person in this role will also expand and develop new business opportunities through production & marketing calls with brokers and customers. Duties & Responsibilities: • Contribute to further development of the Wholesale Property E&S book of business which includes primary and excess layers, • Establish, develop, and expand broker and customer relationships, • Identify and prequalify new business, • Work in a fast-paced environment, multi-task, and make timely decisions while maintaining underwriting integrity, • Underwrite Fire and CAT exposures Qualifications, Skills and Experience: • 5+ years property underwriting experience, • Strong existing broker relationships with a concentration on the wholesale distribution community, • Strong underwriting acumen, • Experience with, and strong understanding of policy forms, including broker manuscripts, • Proven customer relationship experience, • Strong understanding of CAT peril modelling/pricing, • Strong collaboration and team building skills, • Willingness for potential travel that might be warranted, • Strong communication skills including negotiation and presentation experience, • Willingness to challenge the status quo in a healthy collaborative way BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity for a Contractors Equipment (CE), Inland Marine Underwriter to join us in the US based team office. We are flexible as to which BHSI office this role is fulfilled out of, NYC, Boston, Chicago, Atlanta, Houston, Los Angeles or San Francisco. Join us in the Marine team as you’ll get to work with a highly collaborative and close-knit underwriting team. This is a great environment for you to continue building momentum in your underwriting career and work with a knowledgeable team with deep expertise in Marine. We are looking for talented individuals to help grow our portfolio and to work closely with our team as we strive for efficient, accretive growth. Duties & Responsibilities: • Develop and continue to build the Contractors Equipment line within the Inland Marine book of business, working closely with our CE leader who is based in NYC, • Establish, develop, and expand broker and customer relationships working independently and in conjunction with other BHSI product lines, • Work in a fast-paced environment, multi-task, and make quick decisions while maintaining underwriting integrity Qualifications, Skills and Experience: • 2-5+ years P&C insurance underwriting experience, • Experience with Inland Marine lines and background in Contractors’ Equipment underwriting are strongly preferred, • Strong existing broker relationships, • Experience and strong understanding of policy forms, including broker manuscripts and AAIS, • Experience marketing to specialized brokers, • Strong collaboration and team building skills, • Must be entrepreneurial and a self-starter, • Strong communication skills including advanced negotiation, communications, and presentation experience BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $85,000 to $120,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a Construction Professional Liability Underwriter with 5+ years of experience. Position based ideally in either New York, Boston, Plymouth Meeting, Chicago, San Francisco or Atlanta. We are seeking an individual who is hard working, intellectually curious, passionate and who is always striving towards excellence. Candidate must have the ability to work both independently and to collaborate with all levels and disciplines. Day to day responsibilities include expanding and developing new business opportunities through production and marketing calls with brokers and clients, prequalifying new business and utilizing underwriting acumen to identify and select sound construction professional risks. Duties & Responsibilities: • Develop and grow the Construction Professional book of business which includes primary and excess, practice and project specific Contractors Professional and Protective Liability (CPPI) policy., • Establish, develop, and expand broker and customer relationships nationwide., • Work closely with underwriting, loss control, claims, and legal teams to evaluate risk and provide solutions to customers., • Ability to work in a fast-paced environment, multi-task, and make quick decisions while maintaining underwriting integrity., • Maintain a profitable renewal book., • Travel up to 20% of the time. Qualifications, Skills and Experience: • 5+ years design (A&E) and/or construction professional underwriting experience., • Strong underwriting acumen., • Existing regional wholesale and retail broker relationships and/or proven ability to develop same, • Ability to work within a team environment., • Strong communication skills including advanced negotiation, communications and presentation experience., • BS/BA Degree or equivalent experience. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include: • Comprehensive Health, Dental and Vision benefits., • Disability Insurance (both short-term and long-term)., • Life Insurance (for you and your family)., • Accidental Death & Dismemberment Insurance (for you and your family)., • Flexible Spending Accounts., • Health Reimbursement Account., • Employee Assistance Program., • Retirement Savings 401(k) Plan with Company Match., • Generous holiday and Paid Time Off., • Tuition Reimbursement., • Paid Parental Leave. The base salary range for this position is $125,000 to $235,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionCompany Description CRB is a leading provider of sustainable engineering, architecture, construction and consulting solutions to the global life sciences and food and beverage industries. Our more than 1,100 employees provide best-in-class solutions that drive success and positive change for our clients, our people and our communities. CRB is a privately held company with a rich history of serving clients throughout the world, consistently striving for the highest standard of technical knowledge, creativity and execution. Job Description Position Overview: Are you a seasoned insurance and risk management professional with a passion for the construction and design-build industry? We are looking for a dynamic and strategic leader of our Insurance Programs to join our team. In this role, you will oversee and manage our comprehensive insurance and related risk management portfolio, including Contractor-Controlled Insurance Programs (CCIP), Subcontractor Default Insurance (SDI) programs, General and Professional Liability programs, Bonding programs, and other insurance policy/program initiatives. This position can be based near the following CRB locations: Kansas City, MO, St. Louis, MO, Atlanta, GA, Cary, NC, Boston, MA Key Responsibilities: • Develop and implement strategic plans for all insurance and related risk management programs aligned with company’s risk tolerances., • Provide leadership and direction to the insurance team, ensuring alignment with company goals and objectives., • Oversee the administration of CCIP’s, ensuring compliance with regulatory requirements and company policies., • Manage Subcontractor Default Programs, including risk assessment, mitigation strategies, and claims management., • Supervise Professional and General Liability and Builder’s Risk programs, ensuring adequate coverage and efficient claims processing., • Coordinate Bonding programs, including the evaluation and selection of bonding agents and insurers., • Develop and implement insurance risk management policies and procedures., • Build and maintain strong relationships with insurance carriers, brokers, and other external partners., • Serve as the primary point of contact for all insurance-related matters., • Develop and manage budgets for insurance programs., • Analyze financial performance and implement cost-saving measures where appropriate. Qualifications Qualifications: • Bachelor’s degree in business, Finance, Risk Management, or a related field; advanced degree preferred., • Minimum of 10 years of experience in insurance and risk management specifically in the construction or design-build industry either for a carrier, contractor or broker., • Professional designations such as CPCU and CRIS strongly preferred, • Proven leadership experience with a track record of managing complex insurance programs., • Strong knowledge of CCIPs, subcontractor default programs, general liability, and bonding and other large, retained risk programs including captives., • Excellent analytical, organizational, and communication skills., • Ability to work collaboratively with cross-functional teams and external partners. Additional Information All your information will be kept confidential according to EEO guidelines. #LI-Hybrid CRB is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer and it is our policy to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. Employment is contingent on background screening. CRB does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CRB without a prior written search agreement will be considered unsolicited and the property of CRB. Please, no phone calls or emails. CRB offers a complete and competitive benefit package designed to meet individual and family needs. If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. CRB is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer and it is our policy to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. Employment is contingent on background screening. CRB does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CRB without a prior written search agreement will be considered unsolicited and the property of CRB. Please, no phone calls or emails. CRB offers a complete and competitive benefit package designed to meet individual and family needs. If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty, and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for an experienced Multi-Line Senior Claims Examiner to join our dynamic Claims team. The examiner will be responsible for handling of specialty lines claims and management oversight of TPA claims as well as some handling of individual claim files, collaborating with underwriters throughout the claims process and marketing BHSI Claim Service to customers. We are seeking candidates with a high level of technical skill, as well as excellent communication and interpersonal skills. The position will be based in either our New York, Boston or Atlanta office. Duties & Responsibilities: • Responsible for the oversight, managing and adjusting of primary and TPA claims to include; commercial auto, general casualty, errors & omission, accident & health, homeowner and commercial property claims. Ensure high level of customer service and technical claim file quality., • Duties include proactive handling of claims from first notice of loss through ultimate resolution, working and advising internal partners on claims, developing a plan of action for ultimate resolution, obtaining budgets and meeting with clients and brokers., • Perform audits of TPA claims., • Process monthly funding for TPA accounts., • Provides outstanding customer service and works well with the insured, broker and TPA in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicates coverage positions effectively., • Conducts, coordinates, and proactively directs investigation, defense and settlement of claims., • Directs and closely monitors assignments to experts and defense counsel., • Evaluates information on coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Drafts reports, sets reserves within authority or make claim recommendations concerning reserve changes., • Travels to audits, conferences, mediations, and trials as necessary Qualifications, Skills, and Experience: • 5+ years of multi-line claim handling experience or matching equivalency; and be able to demonstrate technical competence in the handling of specialized program claims., • College degree preferred., • Ability to work independently and assimilate learning materials on many different subjects from various sources., • Excellent interpersonal communications and negotiation skills., • Ability to work in a team environment., • Should have technical competence in all aspects of multi-line claims with particular emphasis on customer service., • Experience in handling and adjusting claims in all 50 states and possess required licenses. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $70,000 to $90,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Harrison Gray Search has partnered with a long-established, highly regarded financial services firm as they add a Compliance Analyst to join their growing Investment & Registered Rep Compliance team in Boston. This role is available due to firmwide expansion and offers a unique opportunity to contribute to a respected compliance program that prioritizes client trust and regulatory integrity. THE ROLE The Compliance Analyst plays a key role in supporting firm-wide regulatory supervision and internal oversight. The individual in this role will focus on surveillance and risk mitigation efforts that help protect the organization, its registered financial professionals, and its clients. A strong ethical mindset, attention to detail, and collaborative approach are essential to success in this position. This full-time role reports directly to the Chief Compliance Officer. Regular hours are Monday through Friday, 8:30 AM – 5:00 PM EST. WHAT YOU WILL BE DOING • Conduct both remote and onsite branch examinations as part of the internal risk-based review process., • Perform daily reviews of the trade blotter, including oversight of exception reports., • Assist in executing annual supervisory control testing and procedural verifications., • Investigate and resolve alerts from a range of compliance surveillance reports, including trade activity and account monitoring., • Review and approve marketing materials, public communications, trade corrections, and direct business using internal approval systems., • Conduct investigations of potential regulatory violations, documenting findings and escalating as needed., • Monitor firm communications, including email, social media, and messaging platforms, in accordance with firm policies., • Support continuing education initiatives and ensure compliance with training requirements., • Liaise with branch leadership on investigative reviews related to trading or account activity., • Monitor various account metrics, such as inactive/active statuses, cash balances, and quarterly fee structures., • Maintain oversight of outside brokerage accounts and employee trading activity., • Serve as administrator for compliance systems, including tools for surveillance, disclosures, and e-communications., • Maintain compliance records and organize internal resources such as intranet content and regulatory correspondence., • Keep current with evolving industry regulations and best practices., • Contribute to departmental projects, internal communications, and compliance infrastructure improvements., • Support internal culture by participating in team development and morale-building initiatives., • Other duties and ad hoc compliance projects as assigned. Performance Expectations • Effectively build working relationships across internal departments and with branch contacts., • Maintain accuracy and consistency in all compliance deliverables (e.g., branch exams, reporting, surveillance)., • Support the achievement of annual goals as set by the compliance department and leadership. WHAT YOU BRING • Bachelor’s degree in a business-related field., • 2–5 years of experience in a compliance or risk role within a broker-dealer and/or registered investment adviser., • Active FINRA Series 7, 24, and 63/66 licenses., • Proficiency with Microsoft Office Suite and Google Workspace., • High integrity and ability to handle sensitive information confidentially., • Familiarity with industry-standard compliance systems., • Willingness to travel domestically on occasion for branch reviews. Core Competencies • Attention to detail and strong organizational skills, • Written and verbal communication, • Problem solving and critical thinking, • Social perceptiveness and empathy, • Time management and multitasking, • Understanding of social media monitoring in a regulatory context Preferred Qualifications • Experience using DocuSign and Adobe Acrobat WHAT YOU CAN EXPECT • Competitive salary based on experience, • Comprehensive Total Rewards package including:, • Medical coverage with HRA or HSA options, • Dental and Vision insurance, • Company-paid short- and long-term disability insurance, • Basic life insurance (with supplemental options available), • 401(k) with employer match, • Flexible Spending Accounts (FSAs), • Paid time off: vacation, personal, sick days, and volunteer day, • Critical illness and accident insurance, • Employee assistance and wellness programs, • Discount programs for products and services This role offers an excellent opportunity for an investment compliance professional looking to grow within a stable, ethics-driven firm that values initiative, service, and collaboration.

Job Description Role Description The Compliance Analyst is an integral member of the Compliance department that has a mission to conduct Moors & Cabot business consistent with the highest standards of commercial honor and just and equitable principles of trade. Keeping our customers’ interests foremost is key to Moors & Cabot’s success. Compliance is an integral part of serving our customers and therefore the firm’s success. The primary focus of this specific position is oversight and surveillance to protect and safeguard Moors & Cabot, its registered individuals and the clients they serve. This position exemplifies Moors & Cabot’s core values of Integrity, Service is Personal, One Team, Communication and Initiative by communicating with employees regularly, maintaining confidentiality, performing assigned duties ethically, and being a key support structure within the Compliance team. By being an active, collaborative and engaged employee, this role provides room for growth and advancement opportunities. This in-office full-time role reports to the Chief Compliance Officer. Working hours are Monday - Friday 8:30 AM to 5:00 PM EST. Role Responsibilities * Conduct onsite/remote branch reviews as part of our risk based internal branch examination process * Perform daily trade blotter review and approval with a focus on exception reports * Assist with performing firm’s annual supervisory controls and verification testing * Review, investigate, and clear all daily Trade Summary Monthly, Account Periodic, and Account Rank surveillance reports * Review and approve Advertising/Sales Literature/Public Speaking/Trade Corrections, Annuities, and Direct Business, etc. on RedOak * Perform investigations of potential violation of industry and firm policies, procedures and best practices (document findings and report to CCO) * Conduct email, instant messaging, social media, and other electronic communication surveillance in accordance with firm policy and involve Branch Management as needed * Monitor Firm and Regulatory Element Continuing Education training * Research and respond to regulatory information requests * Work closely with Branch Managers on investigations involving trading activity in their respective branches * Review and oversee active/inactive accounts, advisor account cash balances, and Quarterly Fees * Enhance and implement Compliance policies, processes, and procedures * Organize outside brokerage account approvals and review trading activity in employee outside accounts * Serve as administrator for various compliance applications such as Bridger, Red Oak, Red Ed, Smarsh, LinkedIn etc. * Keep abreast of changes in regulatory rules and guidelines * Send various approved firm letters and notifications to customers, as needed * Organize and maintain content on Compliance Intranet site * Maintain accurate hard copies of client files for Compliance and establish filing system * Take initiative in career growth by engaging in provided development opportunities * Be an active culture carrier within teams and contribute to a positive team morale * Other projects as assigned Key Measurements * Ability to build rapport with internal and external contacts * Thoroughness and accuracy of assigned task including but not limited to branch exams, controls testing, continuing education and social media oversight * Accomplishment of annual organizational, team and personal goals as communicated by management Minimum Requirements * Bachelor’s degree in a business related field * At least 2-5 years in a compliance or risk role for a broker dealer and/or investment advisor * FINRA Series 7, 24, and 63/66 * Confident in using Microsoft Office Suite and Google Suite * Strong interpersonal skills * Ability to maintain confidentiality * Prior experience with compliance-related monitoring systems * 5% domestic travel for branch exams * Competent in the following Knowledge, Skills, and Abilities: * Customer Service * Attention to detail * Clerical Work * Reading, Writing, and Oral Expression and Comprehension * Basic Math * Social Perceptiveness * Time Management * Empathy * Critical Thinking and Problem Solving * Deductive and Inductive Reasoning * Social Media Preferred Requirements * Experience using DocuSign and Adobe Acrobat Compensation & Benefits * Salary commensurate with experience * Total Rewards Benefits Package: * Medical with HRA/HSA * Dental & Vision * Company paid Short Term Disability, Long Term Disability and Basic Life Insurance * Supplemental Life insurance for employee, spouse, and dependents * 401k plans with yearly match * Flexible spending accounts * PTO: vacation, personal days, sick time, and volunteerism day to encourage community involvement * Critical Illness & Accident Insurance * Employee Assistance Programs * Employee Discount Programs About Us Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products. Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.

Job Description CHARLESGATE is seeking a motivated, resourceful, and proactive real estate salesperson to work on our New Development Sales Team. The primary responsibility is to conduct and support onsite sales for a new construction condominium development project. Are you a successful real estate sales or leasing agent with a minimum of 4 years of experience who is looking for an opportunity that offers real career growth? Are you an enthusiastic, positive and confident salesperson with an interest in new construction Sales and being mentored? This is a unique and exciting opportunity for someone who wants to leverage their existing real estate experience to learn the onsite sales process, experience the life cycle of a new construction development condominium project, earn additional income, and work closely with the management team and clients of CHARLESGATE in an exciting, fast-paced, entrepreneurial environment. You will play a key role in driving the success of the sales program and effectively servicing our clients. An amazing and unique opportunity to expand your general brokerage business and grow within our New Development Sales business unit. Expectations and Duties: • MUST have a MA real estate license and a successful track record of real estate sales, • To work collaboratively with all other CHARLESGATE Associates on the Project to execute the Project sales in an organized and effective manner, • To maintain a high awareness of the local market and major developments, as well as directly competing development projects, including touring competing development projects and monitoring activity, • Be familiar with local neighborhood/community services and amenities that might be of interest to customers including schools, dining, shopping, commuting routes, and general resident demographics, • Be thoroughly familiar with all building amenities, unit plans, finishes, and construction details offered by the developer, • Maintain open lines of communication with the CHARLESGATE Marketing team internally to provide guidance and input on sales and marketing effectiveness, • Record and organize lead follow up, sales activity, and customer tracking data in our CRM software and other databases to ensure accurate reporting, • To be the primary point of contact for all lead inquiries and respond expeditiously to all leads, including weekends, and consistently follow up as needed, • Provide site coverage during set business hours and on-demand showing availability as needed to effectively sell all units, • Assist with marketing activities, including contributing written and visual content, and use social media to promote the property. This will include coordinating with our marketing department to effectively manage the project social media pages and promote content on your personal social media., • Engage the co-brokerage community to encourage showings and sales, including but not limited to broker open houses, webinars, office “roadshows”, and the like., • Assist in planning & conducting special sales events and marketing projects as required, • Ensure that property, grounds, and model unit(s) or sales office are in optimum showing condition at all times., • Process reservation agreements with attention to detail, • Ensure P&S agreements and all exhibits are distributed and maintain communication with Buyer/Broker/Attorney to ensure timely signing and execution of P&S agreement, • Conduct inspections and walkthroughs as needed for customers through closing, • Maintain good relations with new buyers/residents to ensure their satisfaction through closing, lead to a seamless property management turnover, and generate referrals for future business., • Manage Project Master Google Sheet with attention to detail in real time, • Contract administration, • Creating & distributing closing calendar for sales, construction and managements, • Work with closing attorneys to distribute Condo Docs, declaration of trust, operating budget, floor plans etc., • Schedule inspections, walk-throughs & appraisals, • Oversee closing file organization, • Other responsibilities as assigned What You Bring To The Table: • You MUST have a MA real estate license and a successful track record of real estate sales., • A desire to grow within the New Development Sales Team and CHARLESGATE, • Strong interpersonal communication skills and the ability to add value as an individual as well as part of a team, • The ability to build and maintain rapport with team members and clients, • Adaptability to new processes and the ability to pivot as priorities and business needs change in our growing, fast-paced environment, • A positive “can do” attitude with a solutions-focused mindset., • Marketing prowess and experience in driving sales through creative means, • Strong organizational and analytical skills About CHARLESGATE CHARLESGATE is an integrated real estate firm that empowers thousands of clients throughout Eastern Massachusetts with a comprehensive array of services across residential and multifamily commercial real estate - property management & leasing, sales brokerage, investment sales, construction, and new development. With deep, local roots, we were founded in Boston in 2003 and are headquartered in Boston. We are rapidly growing, including making the Inc 5000 list of the fastest-growing private companies in America. We exist to inspire and empower our clients, our team, and our communities through comprehensive real estate solutions. As a Values-based firm, we are founded on the Core Principles of ETHICS. RELATIONSHIPS. RESULTS. as well as our Seven Fundamental Cultural Values that we expect our team to exhibit: • Smile and move with confidence, • Seek first to understand the perspectives of others, • Bias towards action using good judgment, • See the big picture, • Think, learn and always improve, • Identify solutions to overcome constraints and get results, • Over-communicate to make meaning clear Employees First! We are an employee-first organization that believes that being committed to our employees first is the only way we can deliver the best service to our clients. Our office culture and work environment is second to none to promote harmony in all of our lives. We do everything we can to offer a comprehensive benefits package. Powered by JazzHR 3oY8fz12CO

Job Description Location: Remote or Waltham, MA (hybrid) NEXT's mission is to help entrepreneurs thrive. We're doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you'll find NEXT. Since 2016, we've helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We're backed by industry leaders in insurance and tech, and we still have room to grow — that's where you come in. We're inviting an experienced and strategic Insurance Product Manager to join our Liability team to lead development of new products tailored for the Small Commercial P&C Construction market. This is a highly visible and cross-functional position where you will shape appetite, pricing, and underwriting rules for a segment of risks that our admitted products cannot fully serve, and play a key role in helping NEXT expand its platform to serve more complex small businesses. If you are passionate about building underwriting logic, digging into data, and helping a tech-forward company deliver modern insurance products—we'd love to talk to you! What You'll Do: • Act as a leading authority on our P&C coverage offerings for Construction, initially focused on Construction GL, managing coverage, pricing, underwriting logic, and regulatory compliance., • Define Construction appetite and segmentation strategy, with strong alignment to loss drivers and data-informed underwriting decisions, • Partner with actuarial, engineering, and data science on automated risk selection and underwriting process., • Ensure product and process compliance and build scalable operations for future products and enhancements., • Conduct industry research, competitive benchmarking, and broker/customer interviews to identify high-impact use cases and coverage gaps., • Optimize for profit/growth by fine-tuning rating, tailoring forms, and expanding customer segments., • Communicate product performance, trends, and strategy to leadership and cross-functional partners. What We Need: • 5+ years of Commercial Insurance experience in product management, underwriting, actuarial, or risk management; Construction GL experience is a major plus., • Experience optimizing and pricing segmented products using data, modeling, and loss ratio analysis., • Comfortable with ambiguity, creative in building solutions, and rigorous in execution., • Clear, structured communication skills for both technical and non-technical leadership audiences., • Highly organized and capable of managing multiple work streams across multiple functions., • BA/BS degree; advanced degree (MBA, MS) or insurance certifications (e.g., CPCU, ARe) are a plus. Unstoppable Qualities: • Familiarity with the Construction admitted and E&S markets with respect to operational, regulatory, and underwriting nuances. Note on Fraudulent RecruitingWe have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of Next Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (), or you can contact your local law enforcement agency. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible for our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more. US annual base salary range for this full-time position: $150,000—$200,000 USD The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible for our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more. US annual base salary range for this full-time position:$135,000—$175,000 USD Don't meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Senior Business Systems Analyst. This analyst will evaluate integrated solutions comprising of a CRM and integrated systems, sales enablement devices (hand-helds, etc), mobile apps and mobile-accessible reports and dashboard, and team collaboration tools. Perform data analysis and broker integration

Join Coinbase: Institutional Compliance Role. Providing senior compliance oversight to all aspects of CCM, including trading, reporting, policies and procedures and training. Experience setting up broker-dealer compliance programs, or at least parts of programs.

Job DescriptionAbout Aeris PartnersAeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Analyst Job DescriptionWe are seeking highly motivated technology M&A investment banking Analysts for our Boston office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm’s focus on technology allows Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors. Aeris provides a unique training program for all Analysts. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.Specific responsibilities include: • Work closely with analysts and associates in developing client presentations, pitches and other key deliverables, • Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses, • Contribute to M&A strategy development discussions with senior M&A professionals, • Actively interact with clients and buyers on calls and in meetings, • Research and communicate compelling technology industry and company trends, • Identify and manage strategic and financial buyers, • Coordinate and support transaction due diligence activities and data room developmentDesired skills and experience:, • Undergraduate degree candidate from top-tier programs; exceptional academic performance, • Candidates with a GPA of 3.5 or higher are preferred, • Working knowledge of corporate finance, accounting, financial statements and valuation methodologies, • Exceptional work ethic and positive, can-do attitude; enthusiastic team player, • Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives, • Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively, • Proven analytical, research, and problem-solving skills, • Desire to develop business expertise in technology and software; passion for technology, • Outstanding leadership skills, • High degree of integrity and professionalism, • Strong attention to detail, • Must be eligible to work permanently in the United States

Providing senior compliance oversight to all aspects of CCM, including trading, reporting, policies and procedures and training. Experience setting up broker-dealer compliance programs, or at least parts of programs.

Job DescriptionAbout Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Specific responsibilities include: • Participate meaningfully in all aspects of transaction development and execution, • Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more, • Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction, • Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trendsDesired skills and experience:, • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references, • Exceptional work ethic – self-starter, driven and hard working with a passion for excellence, • Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients, • Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies, • Creative and entrepreneurial mindset; ability to multitask and manage time effectively, • Unwavering commitment to conducting business with the highest degree of integrity and professionalism, • High level of attention to detail, • Outstanding leadership skills with an ability to manage and mentor junior professionals, • Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment, • Must be eligible to work permanently in the United States

Job DescriptionAbout Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our Boston office with a 2026 start date. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in an investment banking internship, corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Specific responsibilities include: • Participate meaningfully in all aspects of transaction development and execution, • Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more, • Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction, • Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trendsDesired skills and experience:, • MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references, • Exceptional work ethic – self-starter, driven and hard working with a passion for excellence, • Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients, • Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies, • Creative and entrepreneurial mindset; ability to multitask and manage time effectively, • Unwavering commitment to conducting business with the highest degree of integrity and professionalism, • High level of attention to detail, • Outstanding leadership skills with an ability to manage and mentor junior professionals, • Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment, • Must be eligible to work permanently in the United States

Job Opportunity At Alera Group.Alera Group is looking for a receptionist.We are seeking highly motivated colleagues who bring experience and enthusiasm to our team joining us may be the perfect fit for you!.Alera Group was founded in 2017 and has grown to become the 14th largest broker of US busine

Collaborate with broker and Third-Party Risk Consultant to institute best-in-class loss control measures that align with industry standards and promote a proactive culture of risk mitigation. Berkshire is seeking a proactive and detail-oriented Insurance Risk Manager to join the Enterprise Risk Mana

Job Description Full job description Vision Truck Line an Equal Employment Opportunity employer (EEO) Trainee Opening: Yes, straight salary pays for 4 to 6 weeks of Training - $650/week No touch Freight • We are seeking a reliable and skilled Truck Driver to join our team. The ideal candidate will be responsible for transporting goods safely and efficiently while adhering to all safety regulations and company policies., • Earning per week: $ 1,200 to $ 1,400, • Training Pay: $650 per week, • Driving Dry Van and some Refrigerated Loads to deliver designated locations., • Conduct pre-trip and post-trip inspections of the vehicle to ensure safety and compliance with regulations., • Maintain accurate delivery logs and documentation as required by company policies., • Communicate effectively with dispatchers and customers regarding delivery schedules and any issues that may arise during transport., • Valid Class A CDL license, • Must be at least 21 years’ old, • Minimum 0 months’ experience, • Willing to work Over-the-Road (OTR), • Excellent time management skills with the ability to meet deadlines. Anthony directly at (404) 300-9003. Job Type: Full-time Pay: $1,200.00 - $1,400.00 per week Benefits: • 401(k) matching, • Disability insurance, • Employee assistance program, • Life insurance, • Paid orientation, • Paid training, • Passenger ride along program, • Pet rider program, • Prescription drug insurance, • Bonus opportunities, • Detention pay, • Performance bonus, • Safety bonus, • Company driver Vision Truck Line LLC is a licensed contract carrier and property broker as defined by the Federal Motor Carrier Administration and the United States Department of Transportation. Headquartered in Conley, GA 30288 contracted throughout the continental United States. Our company has maintained late model fleets of tractor and trailers equipment with GPS tracking and Air Resources Board compliant devices. The entirety of this site is protected by copyright 2025 VisionTruckLine.com

At Crete Carrier we know being an industry leader in driver pay is just the start. Our Leading Pay Plus program includes extras that boost drivers' take-home pay now—and provide more for retirement later. Pay • $.61 to $.64 CPM, • Top 50% Avg $92,254, • Top 50% Weekly Pay $1,774, • Pay Practical Miles vs Short Route (3-5% more miles per year), • Easy to understand – straightforward – no gimmicks, • Optional Per Diem Program Quarterly Safety Bonus Stability • 58+ years in business, • Debt-Free, • Long-term quality customers Family-Owned Driver turnover tenure • High-Quality Drivers, • Lowest turnover in the industry, • Driver mentor program, • Pet Policy, • Can take truck home, • Free Rider Program Ease of getting maintenance (20 facilities nationally) Freight • Consistent Miles, • Length of Haul, • Drop Hook % or # of Loads, • Don't broker our freight Don't haul brokered freight Benefits – Industry Leading • Insurance Coverage: Health, Dental, Vision, Life, Disability, • 401K, • Profit Sharing, • $11.5 million in profit sharing in 2025, • $103 million to employee retirement accounts since 2018

Job Description Full job description Vision Truck Line an Equal Employment Opportunity employer (EEO) Trainee Opening: Yes, straight salary pays for 4 to 6 weeks of Training - $650/week No touch Freight • We are seeking a reliable and skilled Truck Driver to join our team. The ideal candidate will be responsible for transporting goods safely and efficiently while adhering to all safety regulations and company policies., • Earning per week: $ 1,200 to $ 1,400, • Training Pay: $650 per week, • Driving Dry Van and some Refrigerated Loads to deliver designated locations., • Conduct pre-trip and post-trip inspections of the vehicle to ensure safety and compliance with regulations., • Maintain accurate delivery logs and documentation as required by company policies., • Communicate effectively with dispatchers and customers regarding delivery schedules and any issues that may arise during transport., • Valid Class A CDL license, • Must be at least 21 years’ old, • Minimum 0 months’ experience, • Willing to work Over-the-Road (OTR), • Excellent time management skills with the ability to meet deadlines. Anthony directly at (404) 300-9003. Job Type: Full-time Pay: $1,200.00 - $1,400.00 per week Benefits: • 401(k) matching, • Disability insurance, • Employee assistance program, • Life insurance, • Paid orientation, • Paid training, • Passenger ride along program, • Pet rider program, • Prescription drug insurance, • Bonus opportunities, • Detention pay, • Performance bonus, • Safety bonus, • Company driver Vision Truck Line LLC is a licensed contract carrier and property broker as defined by the Federal Motor Carrier Administration and the United States Department of Transportation. Headquartered in Conley, GA 30288 contracted throughout the continental United States. Our company has maintained late model fleets of tractor and trailers equipment with GPS tracking and Air Resources Board compliant devices. The entirety of this site is protected by copyright 2025 VisionTruckLine.com

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity for a Complex Claims Director on our Casualty claims team. At BHSI, our claims professionals are an integral part of our business. Every claim is handled with the utmost skill by seasoned and dedicated claims professionals. We are seeking an experienced professional to join our growing team in the Boston, Chicago, New York, Atlanta, or Plymouth Meeting, Pennsylvania office. This position is a great opportunity for practicing lawyers looking to transition out of a law firm as well as claim professionals with casualty claims experience. In this role, the Complex Claims Director will have a unique opportunity to handle and adjust all facets of Casualty claims in a highly collaborative team environment, dedicated to best in class claims handling. Duties & Responsibilities: • Manage and adjust Casualty claims impacting primary and excess policies while ensuring the highest level of customer service and technical claim file quality., • Proactively handle claims from first notice of loss through ultimate resolution, while advising internal partners and meeting with clients and brokers., • Collaborate and partner with the insured and broker in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively., • Conduct, coordinate, and proactively handle the investigation process and ensure timely resolution of claims., • Directly and closely monitor assignments to experts and defense counsel as necessary., • Evaluate information related to coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Draft reports, set reserves within authority, and make claim recommendations concerning reserve changes., • Travel to conferences, mediations, customer meetings, and trials as necessary. Qualifications, Skills and Experience: • A minimum of 10 years of experience handling Casualty claims, or matching equivalency., • Ability to demonstrate technical competence in the handling of specialized claims., • Ability to work independently and assimilate learning materials on many different subjects from various sources., • Excellent interpersonal, communication, investigative and negotiation skills., • Ability and willingness to work effectively in a team environment and handle multiple tasks simultaneously., • Demonstrated experience in handling and adjusting claims in multiple jurisdictions and must possess, or successfully obtain, the required adjuster licenses., • JD preferred. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $140,000 to $160,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

A day in the life of our Agents often includes: * Advising clients in the development and execution of their individualized real estate investment strategies * Preparing thoughtful analyses of clients' properties, including broker opinions of value (BOV), market comparables, and research * Research

Your Next Big Move in Mortgage: Join a Top-Tier Brokerage with Competitive Rates This Jobot Job is hosted by: Giulia Saier Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $80,000 - $110,000 per year A bit about us: A well-established, independent residential mortgage brokerage with over three decades of experience serving homebuyers and homeowners across the Northeast. Licensed in MA, NH, ME, and RI, they offer a wide range of purchase and refinance products, consistently competitive rates, and personalized service that turns the often-stressful mortgage process into a smooth, supportive experience. Their team has deep industry knowledge, strong lender relationships, and a reputation for delivering results with integrity. Why join us? Highly competitive rates that help you win more business. Broad product menu through multiple lender relationships. Remote flexibility within licensed states. Experienced operations support so you can focus on originating and closing loans. A collaborative, broker-driven culture where your business growth is the priority. Job Details We’re seeking an experienced Loan Officer with an existing book of business and a proven track record in residential mortgage origination. This role is fully remote within the licensed states. It is ideal for someone currently working at another brokerage who wants access to a broader range of products, aggressive pricing, and exceptional operational support. You’ll bring your network and client relationships; they’ll provide the tools, rates, and back-end efficiency to help you close more deals and grow your business. Key Responsibilities Leverage your existing client and referral network to generate residential mortgage business. Guide borrowers through the mortgage process from pre-qualification to closing, ensuring clarity, timeliness, and satisfaction. Match clients to optimal loan products from a wide selection, including conventional, jumbo, FHA, VA, USDA, renovation, non-QM, and DSCR programs. Collaborate with processing and underwriting teams to deliver smooth, on-time closings. Maintain compliance with all regulatory and licensing requirements in the states where you operate. Provide ongoing support and relationship management to past clients for repeat and referral business. Qualifications & Skills Active Loan Officer license in MA, NH, ME, and/or RI (multi-state preferred). Minimum 3+ years of residential mortgage origination experience at a brokerage. Existing, active book of business and established referral network. Strong knowledge of diverse loan programs and underwriting guidelines. Proven ability to work independently in a remote environment while maintaining excellent communication and responsiveness. Client-focused approach with exceptional relationship-building skills. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

The Marine Underwriter will be responsible for a renewal book of $3M - $4M and a new business goal of approximately $1M-$2M annually. The position will be responsible for driving profitable growth with Northeast region agents and brokers. Ideally, this Underwriter will underwrite ocean cargo, builder’s risk, civil construction projects, fine arts, contractors equipment, motor truck cargo, transit, installation floaters, equipment dealers, and other marine coverages. This position will collaborate within a large team of commercial underwriters, operations, claims, marketing, and Home Office management as necessary. We are looking for a candidate who is highly motivated, results oriented with solid business and underwriting acumen. Knowledge, Skills, and Abilities Required: • Focused knowledge and experience in inland marine or ocean cargo. Experience underwriting both coverages is a plus., • Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb practices., • This position must collaborate with other underwriters, operations, claims, marketing, and home office management as necessary. The underwriter must implement and manage effective pricing and rate strategies that will produce profitability, book growth, and successful producer relations., • Strong sales and marketing skills are critical; must be able to demonstrate successful agency and broker management, including building, maintaining, and managing producer and customer relationships., • Ability to identify opportunities for growth within new and existing production sources., • Knowledge of marketing principles, pricing/rate strategies and how to apply them to attain underwriting profit., • Candidate must possess a high degree of proficiency with the underwriting process, with a solid background in risk analysis., • Candidate must have ability to effectively interact with all levels of customers and collaborate with a team of underwriters, claims and loss control personnel., • Knowledge and proficiency with technical issues, compliance, coverage, products, and pricing strategies expected., • 2+ years of experience in inland marine, • Must have proven marketing and negotiation skills At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD PlatformWhy Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR glPH2ZOERU

Job Description MassHealth transportation drivers are expected to be courteous, adhere to scheduled pick-up times, only travel to approved locations, and not use headphones or cell phones while driving. They provide curb-to-curb service, meaning they may offer assistance getting in and out of the vehicle, but are not required to assist beyond that point. Drivers must wear company-branded ID badges and should not make unscheduled stops. Members should receive a welcome letter from their assigned transportation broker, which includes contact information for scheduling rides and addressing concerns. Company DescriptionApproved Locations: Drivers can only take you to addresses approved on your transportation form. Escorts: An escort can accompany you if needed for translation or assistance, and this can be noted on the transportation request form. During Your Ride Professional Conduct: Drivers should be courteous and respond to your needs. No Unscheduled Stops: Drivers are not allowed to make unscheduled stops at places like pharmacies. Cell Phone Usage: Drivers are forbidden from wearing headphones, talking on cell phones, or texting while the vehicle is moving. Arrival Times: Drivers can be up to 15 minutes late for a pickup, but if they are later, you should contact your broker. They must wait until at least 10 minutes past your scheduled pickup time. After Your Ride Report Issues: If a driver is over 15 minutes late or has other issues, report it to your transportation broker.Approved Locations:\r\nDrivers can only take you to addresses approved on your transportation form. \r\nEscorts:\r\nAn escort can accompany you if needed for translation or assistance, and this can be noted on the transportation request form. \r\nDuring Your Ride\r\nProfessional Conduct:\r\nDrivers should be courteous and respond to your needs. \r\nNo Unscheduled Stops:\r\nDrivers are not allowed to make unscheduled stops at places like pharmacies. \r\nCell Phone Usage:\r\nDrivers are forbidden from wearing headphones, talking on cell phones, or texting while the vehicle is moving. \r\nArrival Times:\r\nDrivers can be up to 15 minutes late for a pickup, but if they are later, you should contact your broker. They must wait until at least 10 minutes past your scheduled pickup time. \r\nAfter Your Ride\r\nReport Issues:\r\nIf a driver is over 15 minutes late or has other issues, report it to your transportation broker.

Job Description “Fixed-route transportation” is the transporting of school pupils on a predetermined daily basis to and from a set location for the length of the pupil’s school year. This includes: • transporting from home-to-school and school-to-home • picking up and dropping off at established bus stops • transporting from home-to-school-to an after-school activity • transporting to an after-school day care, • transporting from school to school • or a similar type of daily route. Company DescriptionApproved Locations: Drivers can only take you to addresses approved on your transportation form. Escorts: An escort can accompany you if needed for translation or assistance, and this can be noted on the transportation request form. During Your Ride Professional Conduct: Drivers should be courteous and respond to your needs. No Unscheduled Stops: Drivers are not allowed to make unscheduled stops at places like pharmacies. Cell Phone Usage: Drivers are forbidden from wearing headphones, talking on cell phones, or texting while the vehicle is moving. Arrival Times: Drivers can be up to 15 minutes late for a pickup, but if they are later, you should contact your broker. They must wait until at least 10 minutes past your scheduled pickup time. After Your Ride Report Issues: If a driver is over 15 minutes late or has other issues, report it to your transportation broker.Approved Locations:\r\nDrivers can only take you to addresses approved on your transportation form. \r\nEscorts:\r\nAn escort can accompany you if needed for translation or assistance, and this can be noted on the transportation request form. \r\nDuring Your Ride\r\nProfessional Conduct:\r\nDrivers should be courteous and respond to your needs. \r\nNo Unscheduled Stops:\r\nDrivers are not allowed to make unscheduled stops at places like pharmacies. \r\nCell Phone Usage:\r\nDrivers are forbidden from wearing headphones, talking on cell phones, or texting while the vehicle is moving. \r\nArrival Times:\r\nDrivers can be up to 15 minutes late for a pickup, but if they are later, you should contact your broker. They must wait until at least 10 minutes past your scheduled pickup time. \r\nAfter Your Ride\r\nReport Issues:\r\nIf a driver is over 15 minutes late or has other issues, report it to your transportation broker.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire), • 5+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $60,000.00 - $65,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Position Overview World brings risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Producer, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-AS1 Powered by JazzHR fWs5EQpN12

Job DescriptionAt NordProtect, we’re building a complete identity theft protection service. Join the team behind Nord Security’s latest product—combining dark web monitoring, credit alerts, and identity theft insurance into one powerful platform. Your impact? Helping people protect their identities, spot threats early, and recover stronger. Main Responsibilities • Revenue Growth: Drive sales and revenue through a mix of direct sales and broker channel partnerships., • Broker Network Development: Identify, engage, and onboard employee benefit brokers to include our identity protection solution in their portfolio., • Relationship Management: Cultivate and maintain strong relationships with broker partners through regular communication, in-person meetings, and virtual touchpoints., • Product Education: Conduct comprehensive training sessions for brokers to ensure they understand the value proposition and technical aspects of our identity protection SaaS solution., • Sales Enablement: Create and distribute compelling sales collateral, case studies, and proposal templates to support brokers in their sales efforts., • Market Representation: Represent the company at industry conferences, broker meetings, and client-facing events to strengthen brand presence and credibility., • Client Engagement: Lead executive-level presentations and product demos for HR decision-makers at mid-market and enterprise organizations., • Market Insights: Track competitive activity and industry trends to help shape go-to-market strategies and inform product development., • Forecasting & Reporting: Deliver accurate sales forecasts and maintain clear pipeline visibility for senior leadership.Core Requirements, • Industry Experience: 5-7+ years of experience in channel sales, partner management, or business development in employee benefits, SaaS or related industries, • Sales Performance: Proven track record of building and maintaining productive partnerships resulting in measurable revenue growth, • Industry Knowledge: Strong understanding of employee benefits products, benefits administration platforms, broker ecosystem, sales cycles and integration requirements., • Relationship Management: Exceptional interpersonal skills with success building networks and long-term client partnerships, • Communication Skills: Outstanding presentation and communication abilities, both written and verbal, • Proactive mindset with strong time management and organizational abilitiesSalary Range

Job Description Title: Senior Manager, Insurance Management Location: Downtown, Boston MA Compensation: $140K- $172K + Full Benefits day one Responsibilities: Flexcar is seeking a Manager, Insurance to oversee insurance program management and operations. This role will collaborate with the Legal, Risk, Product, Operations, and Finance teams at Flexcar and interface directly with senior leadership to build a successful insurance function. Flexcar is at a key moment in its insurance journey, with crucial decisions around Auto Liability program selection and claims management upcoming. This is a high-impact, high-visibility role with the opportunity to impact strategy and build out an insurance team in the future. Flexcar is seeking an individual with a strong insurance background who has been directly responsible for implementing similar Commercial Auto insurance programs for large fleets and can bring expertise on all parts of an insurance program, from cost-benefit analysis to implementation and claims oversight. * Own insurance program management through working directly with our insurance, claims, and broker partners to identify the optimal insurance solutions for Flexcar and implement them * Use past experience in the Commercial Auto Liability space to evaluate future insurance options for Flexcar and clearly communicate the pros/cons of each approach * Quickly ramp up to be the resident expert on everything related to insurance at Flexcar. Most importantly, deeply understand Flexcar’s Auto Liability needs. This also extends to other coverage types such as Cyber, General Liability, and Workers Compensation. * Act as the point of contact for our Claims partners and step in on high severity cases to ensure Flexcar’s best interests are kept in mind * Identify gaps in coverage or areas of opportunity for future insurance products, either to insure Flexcar or to insure our customers. * Manage renewals for all insurance coverages at Flexcar * Provide a blueprint for building out an effective internal Insurance function at Flexcar Qualifications: * 7+ years in the Auto Insurance space, either as a Commercial Auto insurance customer, insurer, or broker * 2+ years of people management experience, preferably within an Insurance or Risk function * Has reviewed and implemented a fleet insurance program as either the customer or the broker, preferably in a New Mobility or Auto Rental environment * Knowledge of the Auto Claims process and ability to function as the main point of contact related to Claims at Flexcar * Experience implementing necessary policies related to insurance programs * Ability to evaluate insurance options at the financial level and assess trade-offs between programs * Experience identifying gaps in coverage or areas of opportunity for future insurance efforts * Knowledge of how an in-house insurance team can be built What Tops Off the Tank: * Rest & Relax! Flexible Paid Time Off and Sick Time * Save for Your Future! 401(k) with company match from day one of hire * Benefits: Excellent, low-cost healthcare coverage including: medical, dental, vision, eligibility day one * Drive a Flexcar! Discounted employee rate on Flexcar products and no annual membership fee * Weekly Pay * and other amazing perks! Who Are We: We are fiercely disrupting the concept of automobile ownership Flexcar is on a mission to replace car ownership for the majority of car owners. We are currently operational in 4 markets and continuing to grow. Our goal is to offer the flexible alternative to car ownership that puts our members in the driver’s seat of their budget and their vehicle. Flexcar covers all maintenance costs, insurance costs, registration costs, and more, to provide the flexible ownership alternative that is simple and seamless for our members. Flexcar empowers all walks of life to have the flexibility of a car of their own without the hassles of traditional car ownership. Flexcar is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Flexcar provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Flexcar is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Flexcar provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Powered by JazzHR Ocx4PxEAgV

Job Description We are seeking a Life Insurance Agent to join our fast-growing, family-operated insurance agency. We are looking for purpose-driven professionals who are ready to take control of their future, whether you are just starting out or seeking a better opportunity. Our agency provides the tools, support, and mentorship necessary for you to thrive and leave our clients in improved situations. Make an impact, build a legacy, and work from anywhere life takes you with a winning team that fosters a life you love. Why You’ll Love Working with Us • Remote Freedom: Enjoy the flexibility to work from anywhere, set your own hours, and benefit from a unique sales system that combines web-based and human resources., • Uncapped Earning Potential: There are no income caps or minimum quotas. Average new part-time agents typically earn between $4,000 and $6,000 per month, equating to nearly $70,000 per year. Full-time seasoned agents can earn between $14,000 and $18,000 per month, translating to almost $175,000 per year., • No Cold Calling: We call leads that have reached out to us about a product we provide., • Comprehensive Training: Our proven onboarding and ongoing mentorship systems will help you succeed from your first month and build a solid foundation for long-term success., • Learn and deliver tailored life insurance solutions to families, individuals, and business owners via phone, Zoom, or in person., • Build relationships with clients while educating them on appropriate products to protect what matters most., • Contact and follow up with prospective clients (leads)., • Manage your own schedule while remaining accountable to your goals., • Attend live weekly training sessions to enhance your skills and stay informed about industry changes., • Maintain detailed records of client communications to support long-term relationship building and future service., • Uphold a high level of professionalism, empathy, and ethical standards in all client interactions., • A current life and health insurance license issued by your home state, followed by contracting with insurance carriers (full guidance will be provided)., • A strong work ethic and a desire for personal and financial growth., • Excellent communication skills, both verbal and written (experience in the service industry is a plus)., • Ability to effectively manage your time, calendar, and priorities., • Comfort with technology, including CRM systems, Zoom, email, and basic Microsoft/Apple tools (training will be provided)., • A high school diploma or equivalent., • Uncapped earnings with raise eligibility starting in your first month (5% increases with benchmarks)., • Health and dental benefits available., • All-expenses-paid incentive trips for top performers., • Flexible schedule options – part-time or full-time., • A family-like culture with exceptional leadership, training, and support. If you are a self-motivated, results-driven sales professional looking for a commission-only position with unlimited earning potential, we want to hear from you. Please submit your resume and cover letter to apply for this position. If you are interested, you will be expected to schedule a phone interview as soon as you apply and be on time for that appointment. Once you apply, you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview. Jan Burkhalter | National Broker No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work

Job DescriptionSalary: Unique Compensation Model Lead Your Own Practice with Purpose 1099 Partner Role at Exemplar Companies (Remote) Tired of traditional firm hierarchies? At Exemplar Companies, we do business differently. As a values-driven professional services firm operating under a quadruple bottom line model, we empower entrepreneurial leaders to grow impactful practicesfree from bureaucracy, with full brand and operational support. Job Title: Registered Representative Wholesaler Position Summary: The Registered Representative (Wholesaler) is responsible for driving sales of the firms investment products through financial advisors, broker-dealers, RIAs, and other distribution partners. This role focuses on building strong advisor relationships, delivering product education, and generating new business within an assigned territory, while maintaining compliance with FINRA and other regulatory requirements. Key Responsibilities: • Develop and execute a business plan to meet or exceed sales targets., • Build and maintain relationships with financial advisors, broker-dealer reps, and other intermediaries to promote the firms investment products., • Conduct sales meetings, product presentations, and client events to drive product adoption., • Partner with internal wholesalers to maximize advisor coverage and sales opportunities., • Provide investment, product, and market updates in line with compliance guidelines., • Identify and cultivate new distribution opportunities within assigned territory., • Maintain accurate records of advisor interactions and sales activities in CRM systems., • Collaborate with marketing, product management, and compliance teams to ensure consistent messaging and adherence to regulations., • FINRA Series 7 and 63 required; additional state registrations as needed., • Bachelors degree in Finance, Business, Marketing, or related field., • 5+ years of investment sales, wholesaling, or financial services experience., • Strong knowledge of alternative investments and private placements., • Proven track record of meeting or exceeding sales goals., • Excellent presentation, relationship management, and negotiation skills., • Experience working with both warehouse and independent broker-dealer channels., • Established advisor network in assigned territory., • Comfort using CRM and sales tracking tools. What Youll Do: • Serve as a trusted strategic partner to clients across disciplines, • Collaborate with a national team of professionals to deliver holistic, client-first solutions, • Operate with autonomy while leveraging a proven, value-based pricing model (no hourly billing), • Drive business development with support from our marketing, ops, and leadership teams Were Looking for: • Senior-level professionals with 6-10+ years of experience, • Entrepreneurs at heartwho want freedom, purpose, and results over red tape, • Proven rainmakers or strategic leaders ready to grow a book of business, • Mission-aligned individuals energized by innovation and impact, • Confident collaborators who thrive in a cross-disciplinary, remote environment Ready to Lead Differently? Exemplar is a platform for those who want to build with intention. If you're done settling for outdated systems and ready to lead a practice on your termswith purpose and supportlets talk. Apply directly or reach out via DM. For more information about the company please visit ADA STATEMENT • If you require reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]., • Exemplar complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact [include name and/or department, telephone, and email address, etc.]., • Consistent with the Americans with Disabilities Act (ADA) and [insert state civil rights law], it is the policy of Exemplar to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for [Employer]. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact [include name and/or department, telephone, and email address, etc.]. EQUAL OPPORTUNITY Exemplar is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone. Drawing on Exemplars integrated, value-based approach and a spirit of innovative collaboration, we forge ahead with unwavering faith and steadfast optimism.

Job Description Location: Remote – Based in the Northeast US – preference to NYC, Philadelphia, or Boston metros Reports to: Head of Sales – US Travel: Up to 40% About Us: At N!CK'S we're not just a company-we're on a mission to change the world of snacking, by eliminating the gap between indulgent and healthy. We're a fast-growing Consumer Packaged Goods (CPG) company with roots in Sweden, and our goal is simple: to make snacks that are as good for you as they are delicious. With a mix of Swedish ingenuity, cutting-edge food innovation, and a whole lot of optimism, we're creating the future of snacking. Join us and help revolutionize the way people eat! Position Overview The Sales Manager - Northeast will be responsible for leading and executing commercial strategy and managing key accounts across the Northeast region of the US, including all Ahold Delhaize banners, C&S, Wakefern, Wegmans, Market Basket, and Big Y. This individual will manage a portfolio of key retailers, distributors, and broker partners to drive profitable growth. They will own account-level strategy and execution while collaborating cross-functionally to deliver against aggressive growth targets in a fast-paced environment. Key Responsibilities Customer Strategy & Execution • Build and execute annual plans for key accounts leveraging sales fundamentals – distribution, pricing, shelving, and merchandising principles – as well as trade, shopper marketing, and national marketing activations to drive sustainable, joint value for both NICKS and key retailers., • Develop and deliver compelling, data-backed customer presentations that influence buyer decisions and enhance partnerships, • Build and nurture relationships with retail partners through frequent in-person meetings and trade events, as well as through consistent proactivity, diligence, responsiveness, and attention to detail, • Manage all volume forecasting and promotional planning for assigned accounts across all NICK’S categories, • Maximize trade and shopper marketing ROI by evaluating and optimizing the performance of all working and non-working dollars, • Set clear goals and deploy business priorities with regional broker partners, • Partner across broker levels to ensure alignment, accountability, and timely follow-ups on key initiatives, • Perform regular in-store visits to evaluate compliance, placement, promotion execution, and merchandising, • Identify and act on opportunities to improve shelf presence, secondary display visibility, and category support, • Work closely with Marketing, Finance, Operations, and Commercial teams to ensure alignment on account needs, forecasts, and field execution, • Lead with a hands-on, entrepreneurial mindset and a strong sense of ownership, • Bring energy, collaboration, and curiosity to the team and cross-functional partners, • Bachelor’s degree required, • 5+ years of experience in sales roles within a high-growth CPG company, preferably in food or beverage, • Based in the Northeast with strong understanding of retail dynamics in the region, • Demonstrated experience managing sales brokers and distributor relationships, • Proven success managing customer P&Ls, forecasting, and trade spend optimization, • Excellent communication, presentation, and relationship-building skills, • Proficient in Google Workspace (Docs, Sheets, Slides) as well as MS Excel & PowerPoint, • Comprehensive understanding and experience using syndicated data platforms (e.g., IRI, SPINS) to identify insights and influence decision-making, • Ability to thrive in a fast-paced, ambiguous, and entrepreneurial environment

Job Description ABOUT SURMOUNT SURMOUNT™ is an industry-leading full-service commercial real estate platform that provides comprehensive net-lease focused real estate solutions to investors, operators, and partners, globally. SURMOUNT offers a wide range of real estate-focused offerings, including Sale-Leaseback, Investment Sales Brokerage, Lease Advisory, Capital Markets, Development, and Principal Investments. Our clients and partners include private investors, REITs, private equity and financial sponsors, family offices, multi-unit franchisees, business owners, tenants, developers, and lenders. We’re looking for a proactive and detail-oriented Property Marketing Associate to join our team and support commercial real estate marketing campaigns and administrative tasks. This role bridges both the Marketing Department and Brokerage Operations giving you a 360-degree view of how listings come to life. Your core responsibilities will include creating high-quality Broker Opinion of Value (BOV) presentations and offering memorandums, managing property listings, and collaborating with internal teams to ensure every deal receives the attention it deserves. You'll also help launch campaigns across third-party platforms and the company website, ensuring consistent messaging, branding and follow-through. Key Responsibilities: • Build and edit BOVs, offering memorandums, and other campaign collateral using templates in Figma, Photoshop, and other creative tools., • Collaborate closely with sales teams, analysts, and marketing professionals to gather materials, visuals, and insights., • Manage listing uploads and updates on third-party platforms (e.g., Crexi, LoopNet) and ensure all listings are accurately maintained on the company website., • Coordinate marketing launches for new listings, ensuring timely execution and alignment with campaign goals., • Ensure state specific legal compliance & brand consistency across all deliverables and help maintain high-quality visual standards., • Track listing progress and assist in campaign reporting or performance summaries when needed., • Respond to team feedback quickly and iterate on creative assets as deals evolve · Associate’s degree or higher. · 1–2 years of experience in commercial real estate marketing or real estate administrative support. Familiarity with commercial real estate terminology and deal life cycles a plus. · Excellent writing, proofreading & verbal communication skills with high attention to detail. Experience working with CRM or marketing platforms (Salesforce, HubSpot, etc.) • Proficiency with Adobe Creative Cloud, especially Photoshop (Illustrator or InDesign a plus)., • Experience with or willingness to learn Figma, especially working with templates and Google Sheet syncing., • Highly organized with strong project management and time management skills., • Comfortable working in a fast-paced, collaborative environment with shifting priorities., • Basic knowledge of print and digital marketing, including email layout, flyers, social graphics, and pitch materials., • Candidate needs to possess the ability to receive feedback and revise quickly. Preferred Skills (Not Required):

Job Description HR Generalist Location: Boston, MA (Hybrid – Minimum 3 days/week in-office, 2 remote) Reports to: Vice President, Human Resources Compensation: $75,000–$90,000 base + approx. 5% annual discretionary bonus Overview A well-established financial services firm is seeking an experienced HR Generalist to join its Human Resources team. This position plays a key role in driving employee engagement, managing the full recruitment lifecycle for salaried positions, and supporting benefits administration across the organization. The ideal candidate will bring a proactive, solutions-oriented mindset, a strong grasp of HR fundamentals, and the ability to provide hands-on support across multiple functions while maintaining professionalism and accuracy. This is a hybrid role requiring a minimum of three days per week in the Boston office. Core Focus Areas Talent Acquisition & Onboarding • Manage the full-cycle recruitment process for salaried positions — from drafting and posting job descriptions to screening, interviewing, and coordinating offers., • Partner with hiring managers to develop effective recruiting strategies and ensure a positive candidate experience., • Conduct onboarding sessions, new-hire orientations, and ensure completion of employment documentation. Employee Engagement & Culture • Lead employee engagement and recognition programs designed to foster connection, motivation, and a positive workplace culture., • Plan and execute monthly and quarterly in-office and virtual events that promote collaboration and community., • Manage employee communications, including newsletters, announcements, and recognition initiatives. Benefits Administration • Provide knowledgeable support on all aspects of benefits administration, including health, dental, vision, life, disability, FSA, and HSA plans., • Act as a first point of contact for employee benefits questions, ensuring accurate information and guidance., • Support annual open enrollment, plan changes, and employee education efforts., • Collaborate with the firm’s benefits broker to resolve employee issues and ensure compliance with plan requirements., • Leverage understanding of self-funded medical insurance (applicable to medical coverage only) to assist in plan administration and employee communications. HR Operations & Compliance • Maintain employee records, HRIS data (ADP, Employee Navigator), and ensure compliance with federal, state, and local employment laws., • Support policy development, HR documentation, and company-wide communications., • Coordinate performance management processes, including annual reviews, goal setting, and development planning., • Partner with leadership on employee relations, ensuring fair, timely, and consistent resolution of issues. Key Competencies • Strong understanding of HR and benefits terminology, particularly around plan types (e.g., FSA vs. HSA) and self-funded structures., • Excellent interpersonal and communication skills, with the ability to engage effectively across all levels of the organization., • Strong organizational skills, attention to detail, and sound judgment under pressure., • Ability to work independently and collaboratively in a fast-paced environment. Qualifications • Bachelor’s degree in Human Resources, Business Administration, or a related field., • 3–5 years of progressive HR experience, including direct involvement in recruitment, engagement, and benefits., • Proficiency in HRIS platforms (ADP, Employee Navigator) and productivity tools (Google Suite, DocuSign, Canva, Adobe)., • SHRM-CP or PHR certification preferred., • Experience in financial services or professional services environments a plus. Total Rewards Package • Comprehensive Medical, Dental & Vision coverage (including self-funded medical plan), • Company-paid Short- and Long-Term Disability and Basic Life Insurance, • Supplemental Life Insurance for employee, spouse, and dependents, • 401(k) with annual company match, • Flexible Spending Accounts and Health Savings Accounts, • PTO including vacation, personal, sick, and a community volunteer day, • Critical Illness & Accident Insurance, • ID Theft Insurance, • Employee Assistance Program, • Employee Discount Programs

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: At Berkshire Hathaway Specialty Insurance our claims professionals are an integral part of our business. The surety claim professionals interact with the entire surety team supporting the business goals and as well as contributing on a strategic level. We are seeking an experienced professional to be part of our surety team supporting our growing business. In this role, the Surety Claims Technician will report directly to the Global Head of Surety Claims and have an opportunity to assist the Claims Team with the intake of Surety claims and management of the Surety Claims application in a highly collaborative team environment dedicated to best in class service. The position is open to candidates who can work in our Atlanta or Boston office. Duties & Responsibilities: • Act as the gate keeper and triage surety notices and claims. Review and identify scanned mail for appropriate assignment to Examiners., • Assist in claim assignment and conduct necessary research to facilitate claim set up. Interact with claims operations to ensure appropriate claim set up and data integrity., • Assist in the continued development of Surety Claim application, document management and procedures/protocols for claim document management., • Assist in maintenance of data integrity within Surety Claims Application., • Use of Underwriting database to properly identify Account and Bond., • Develop and maintain Claimant database in Surety Claims application., • Develop and maintain Account and Broker contacts for Surety Claims application., • Develop and maintain Co-Surety contacts for Surety Claims application. Review and enter Co-Surety bond information into Surety Claims application., • Assist with document production in litigation discovery matters., • Assist in creating and managing reporting to aid in claim handling, account management and communications with management., • Handle physical mailing of necessary Claim correspondence. Qualifications, Skills, & Experience: • 3 plus years’ experience in insurance claims or related fields., • Surety or construction experience is a plus., • Strong attention to detail and accuracy., • Ability to balance competing priorities and proactively manage workload., • Strong verbal and written communication skills., • Proficiency in Excel., • Experience with data entry and documentation management systems. Database management/experience is a plus., • Ability to work within a team environment., • Ability to judge when to act independently and when to refer situations to a supervisor., • A willingness to learn, develop and ask questions. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates, • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates and our other stakeholders, • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework, • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave NOTE: This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization. The base salary range for this position is from $50,000 – $60,000 along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66), • Bachelor’s preferred, • 1-2 years financial services/fixed Income experience would be highly beneficial, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in Massachusetts, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 - $55,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWe are a cutting-edge real estate platform revolutionizing the way agents and landlords connect. Our fast-paced, tech-forward environment is built for growth, innovation, and excellence in client service. Were seeking a Front Desk / Database Manager who thrives in a dynamic setting and is passionate about real estate, organization, and agent success. Position Overview The Front Desk / Database Manager is the face of our office and a key player in supporting daily operations, training new agents, and maintaining our world class property database. This individual will play a critical role in both administrative support and technical onboarding, ensuring our agents and systems are set up for success. Key Responsibilities • Manage and support day-to-day front desk and landlord call center operations, • Answer incoming calls and provide exceptional client service, • Update and maintain accurate property owner and listing data, • Coordinate and conduct training for new agents on internal database systems and protocols, • Perform follow-up and warm calling with existing landlords to foster relationships and generate leads, • Collaborate with office managers to improve and optimize listing processes and accuracy, • Research and implement innovative technologies to boost landlord engagement, • Support upper management with special projects and initiatives as neededQualifications, • Minimum 1 year of experience in a real estate, administrative, or database-related role, • Active MA Real Estate Salesperson or Broker License (Required), • Strong attention to detail and organizational skills, • Proven ability to manage multiple priorities in a fast-paced environment, • Exceptional phone and interpersonal communication skills, • Proficiency with real estate databases and CRM systems preferred, • Sales or customer service background is a plus, • Tech-savvy with a passion for learning new platforms and tools