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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: • 3+ years of Financial Services Industry Experience, • Strong written and verbal communication skills, • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize, • Ability to identify new relationship development, • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s), • Ability to uncover and meet client needs and effectively manage client expectations, • Ability to build and maintain good cross-enterprise working relationships, • Capability to become a Notary, • Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool, • Openness to manage local events, as needed In addition to the salary range, this role is eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Compensation: $50,000 - $70,000 yearly Responsibilities: • Provide guidance on insurance, investments, and retirement planning., • Maintain compliance with industry regulations and licensing requirements., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Attend virtual and in-person training to enhance financial expertise., • Utilize marketing tools and resources to grow your client base.Qualifications:, • No prior financial experience is required, and comprehensive training is included., • Competitive mindset with a history of leadership or achievement., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US., • Self-motivated, coachable, and driven to succeed.About Company Apogee Financial Partners has evolved into one of the Southeast’s leading comprehensive financial services firms, yet our core commitment has never changed. We build deep, lasting relationships and equip advisors to deliver meaningful, holistic impact for the clients they serve. Today, our team includes more than 100 financial professionals across ten states, and we continue to expand as part of the respected National Life Group network. As a non-captive, advisor-focused firm, we give you the independence to build your own brand and DBA while providing the infrastructure, training, and resources of a national organization. We are led by a newly appointed CEO who has earned national recognition for leadership, recruiting excellence, and building high-performing advisory organizations. Under this leadership, Apogee is entering a new era of growth defined by elite development, modern planning tools, and a culture that puts advisors first.

Job DescriptionDescription: Southern States Insurance is looking for a proactive, relationship-focused Insurance Producer who thrives on building their own portfolio of clients. If you’re ready to leverage your connections and create a thriving book of business in a supportive, purpose-driven environment, we’re here to provide the tools, flexibility, and resources to help you succeed. Why Choose Southern States Insurance? Join an independent insurance agency that truly invests in your success. Whether you’re an experienced producer looking to grow or someone ready to take your career to the next level, we’ll invest in your success. • Financial Stability: Competitive starting salary while your book of business grows., • Uncapped Potential: Earn 40% commission on new business AND renewals—no account size limits., • Incentives You’ll Love: Annual sales incentive trips and performance-based rewards., • Develop a Thriving Client Portfolio: Leverage your network, build community relationships, and actively seek out new business opportunities., • Be the Trusted Advisor: Deliver tailored insurance solutions and exceptional service to meet your clients’ needs., • Collaborate for Success: Work with Account Managers to provide seamless support and ensure client satisfaction. We’re seeking a driven, results-oriented professional who is ready to build and grow their business: • Location: Resides in Georgia, Texas, Florida, North Carolina, Missouri, Virginia, Alabama, South Carolina, Tennessee, Mississippi, Louisiana, Arkansas, Kentucky, Oklahoma, or Michigan., • Licensure: Active P&C Insurance License., • Experience: Minimum 3 years in insurance sales., • Tech-Savvy: Familiarity with Applied Systems Epic is a plus., • Community Connector: Strong ties to your local area and a talent for turning connections into clients. We understand that your success is our success. That’s why we provide a wide-range of employee benefits: • Comprehensive Benefits: Health, Dental, Vision, and Long-Term Disability Insurance., • Retirement Planning: 401(k) contribution., • Professional Development: Full financial sponsorship for industry designations you want to achieve. Ready to take charge of your career and align with a team that celebrates and supports your success? Whether you prefer to work remotely or in person, Southern States Insurance is here to help you thrive. Requirements:

Job Description Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys. Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply. What Does an Investment Advisor Representative Do? As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments. Your role will also involve: • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions., • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve., • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

Job DescriptionBenefits: • Guidance and mentoring from a successful agent!, • We offer customers products that include American and BlackRock funds, • Wealth Academy Training, • Company parties, • 401(k), • Competitive salary, • Health insurance, • Opportunity for advancement Offices located in either Sandy Springs or Atlanta, GA. Job Description Overview: We are not just offering a job but a meaningful career! If you are an ambitious Life and Health licensed sales advisor trained in financial products and services, who loves working with clients but is frustrated by the endless cold call prospecting in a primarily commissioned based role, we would love to talk to you. At Cleo Meyers State Farm Agency, we have a different model that includes a permanent base salary with a book of customer households! Responsibilities: • Provide comprehensive financial planning and holistic coaching to State Farm households., • Partner with a career agent to develop and execute a business plan and client service model., • Build and strengthen client relationships through proactive communication, follow-through, and accurate documentation., • Demonstrate strong financial market knowledge, sound judgment, and consistent integrity., • Educate clients on technology and tools to help them manage and optimize their investments., • Ensure compliance with Cleo Meyers agency standards and all applicable industry regulations.Required Qualifications:, • Active Life & Health Insurance License., • Minimum of 2 years in a Financial Advisor role or equivalent financial services experience., • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Come join our passionate team! Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity

Job DescriptionUnleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 150-350K+ Now Hiring: High-Performing Financial Advisors Who Don’t Prospect Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads? If you’re ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you. We set the appointments — you focus on sharing your expertise, closing deals, and earning exceptional income. If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings. You must be licensed and reside in the state you’re applying for (current state we are looking for) . Travel within your state is required. Why You’ll Love This Role • 8–10 qualified appointments weekly — Qualified, pre-scheduled and ready to meet, • Uncapped territory with potential to expand, • Comprehensive support from a dedicated appointment setter and case manager, • Proven annuity and retirement focus sales training with client-first product options, • Work/life balance with unlimited earning potential, • Active Health & Life insurance license, • Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential, • Clean U4 record (if applicable), • Strong track record of in-person, sales success, • Ability to travel for client meetings, • Thriving referral pipeline from estate planning partners, • A complete administrative and appointment setting team so you focus on selling, • Access to industry-leading carriers and customizable product strategies, • Consistent flow of new, qualified clients — not prospects to chase, • unlimited commission potential and incentives for top performance, • Flexible schedule and independence with ongoing support If you like prospecting, then move on, this is not for you. But if you’re done prospecting and ready to work qualified appointments — set for you every week — apply today. If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment. APPLY NOW to claim your state’s opening and join a high-performance advisor network that delivers real opportunity and results.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure Education: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Chatman & Associates Inc. is more than just an insurance agency; we're a dedicated team in Avondale Estates, Georgia, committed to providing unparalleled service and peace of mind to our community. We believe in building lasting relationships based on trust and genuine care. If you're someone who thrives on helping others and finds satisfaction in finding the perfect solutions for their needs, you'll fit right in. As a Licensed Sales Producer, you won't just be selling policies; you'll be a trusted advisor, guiding individuals and families through the complexities of insurance. You'll have the opportunity to make a real difference in people's lives by ensuring they have the right protection when they need it most. We're looking for enthusiastic individuals who are eager to grow with us and contribute to our positive, client-focused environment. Come join a team where your contributions are valued, and your success is our priority. Benefits Annual Base Salary Based on Experience Dental Insurance Vision Insurance Health Insurance Mon-Fri Schedule Retirement Plan Paid Time Off (PTO) Life Insurance Responsibilities Engage with prospective clients to understand their unique insurance needs and risks. Develop and present customized insurance solutions that offer comprehensive protection. Build and maintain strong, trusting relationships with a diverse client base. Effectively explain policy details, coverage options, and benefits to clients. Process new business applications and manage client policy renewals. Continuously expand product knowledge and stay updated on industry trends. Requirements Valid Georgia Property & Casualty Insurance License. Proven track record in sales, preferably within the insurance industry. Exceptional communication and interpersonal skills. A genuine passion for helping people and solving problems. Self-motivated with a strong work ethic. Comfortable using technology for client management and communication.

Job Description LOOKING FOR COLLEGE SENIORS WHO ARE SEEKING AN IMPACTFUL, HIGH PAYING CAREER THAT COME WITH FREEDOM OF TIME! Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys. Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply. What Does an Investment Advisor Representative Do? As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments. Your role will also involve: • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions., • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve., • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

Job Description This role is based in North Atlanta, GA. Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1.5B in Assets Under Management (AUM). They have an established office in Atlanta, GA and need an incredible leader to lead that office and drive new business development. As a Partner, you will have a lucrative compensation package including base/bonus/commission, dividends and equity. Depending on the candidate, the total cash compensation for this role should be in the "Mid 6 figures" with equity worth significantly more long term. Responsibilities: • Lead business development initiatives and grow Assets Under Management (AUM) through targeted networking, referrals, and strategic partnerships with centers of influence (e.g., attorneys, CPAs, family offices)., • Be the leader for a small, but high impact Atlanta office., • Serve as a trusted advisor to high-net-worth individuals, families, and business owners on wealth management strategies including investment management, estate planning, philanthropy, and tax optimization., • Manage and grow a book of business by fostering deep client relationships and delivering tailored financial strategies., • Partner with internal teams—investment research, tax specialists, estate and trust advisors—to deliver holistic financial solutions., • Contribute to the strategic direction of the firm, including governance, culture, client service model, and long-term growth strategy., • Mentor, coach, and develop junior advisors to support firm-wide talent development., • 15+ years of experience in the Wealth Management industry along with leadership experience., • You are a natural leader and excited about building something while growing your career and earnings., • Excels at New Business Development and growing AUM, • You have an extensive network and are embedded in the community via memberships like Country Clubs or Tennis Club., • Active on Boards, • Strong Customer / Client services orientation., • CFP Preferred #ZR

Job DescriptionKey Responsibilities In this role, you will serve as a trusted advisor to developers, investors, lenders, landlords, and tenants on a wide variety of real estate transactions. • Represent clients in acquisitions, dispositions, financings, leasing, and joint ventures, • Draft, review, and negotiate purchase and sale agreements, easements, restrictive covenants, joint venture documents, and financing agreements, • Advise on development projects, including land use, zoning, and entitlement considerations, • Collaborate with cross-practice colleagues (tax, corporate finance, construction, environmental) to provide seamless support for complex deals, • Guide clients through portfolio restructurings, joint venture formations, and strategic structuring of real estate investments We are seeking a highly accomplished attorney with deep expertise in commercial real estate transactions. The ideal candidate will bring both technical excellence and strong client-service skills, with the ability to navigate complex deals in a collaborative environment. • Education & Credentials: J.D. from a top-tier law school with an outstanding academic record, • Licensing: Active Bar Admission in the relevant jurisdiction, in good standing, • Experience: 5+ years of substantive commercial real estate practice in a leading law firm, • Expertise: Proven experience with acquisitions, development, financing, leasing, and dispositions, • Skills: Demonstrated ability to draft and negotiate complex purchase and sale agreements, easements, restrictive covenants, and sophisticated loan documentation, • Professional Attributes: Exceptional written and verbal communication, strong project management capabilities, and a track record of delivering high-quality results across multiple matters simultaneously

Job Description Independent Financial Advisor – Fully Remote (Atlanta area or Southeast) We are a culture-first independent financial advisory firm on a strong growth trajectory, seeking an experienced Financial Advisor who can work remotely. This role is well suited for either: • Experienced Financial Advisors who already manage a book of business and are seeking a new platform towards higher payouts and fuller or complete independence, or As a Financial Advisor, you will play a critical role in expanding your client base by prospecting, presenting, and closing your own new business centered around investment and retirement solutions. You'll be delivering customized financial strategies that reflect a commitment to long-term wealth management and client success. What Sets Us Apart • As fiduciaries, we always act in our clients' best interests, ensuring recommendations align with their long-term goals., • We are a culture-first firm where independence, collaboration, and personal accountability drive success., • Advisors receive weekly coaching and development support focused on both sales execution and financial planning excellence., • You'll work with a high-performing, client-centric team supported by strong systems and infrastructure designed to help you scale., • We are able to design a transition/sign-on package for you that meets your needs, • Acquire new clients through consistent prospecting, networking, and proactive outreach, whether by transitioning an existing book of business or by building one from the ground up., • Sell financial securities products, including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs., • Lead discovery meetings and deliver investment and retirement solutions based on a thorough understanding of client goals., • Minimum of 5 years of experience as a fully licensed, production-oriented Financial Advisor, • Active FINRA Series 7 and 66 licenses (required), • Demonstrated success in new client acquisition — either through an existing book of business or a documented ability to self-source and close new relationships, • Strong knowledge of investment vehicles, retirement planning, and holistic financial planning, • Proactively build and grow your practice through sales-driven outreach and relationship-building, • Develop personalized financial plans across retirement, investment management, estate strategies, and more, • Stay current with industry trends, market conditions, and compliance requirements, • Use financial planning tools to support client recommendations and ongoing portfolio monitoring We take pride in serving clients who have worked hard to achieve their financial goals. Our team operates with mutual respect, high standards, and shared accountability. If you are entrepreneurial, coachable, and thrive in a high-trust environment where performance and integrity matter, we want to meet you.

Job Description Lucrative 1099 Insurance Agent Opportunity No Prospecting, Just Selling! Medicare Insurance Solutions, Inc. (A Mair Company) Are you an ambitious insurance professional looking for a six-figure first-year income without the hassle of prospecting or cold calling? Medicare Insurance Solutions, Inc. is actively seeking motivated Independent Medicare Agents to join our elite team! Why This Opportunity Stands Out: Preset Daily Appointments No need to chase leads; we bring them to you! Six-Figure First-Year Potential Earn what you're worth! Advance Commissions & Vesting Opportunities Secure your financial future. 4-Day Work Week Achieve work-life balance with flexible scheduling. Trusted & Established Carriers Offer top-tier plans with confidence. Your Role as a Medicare Advisor: Educate, enroll, and assist individuals turning 65 in selecting the best Medicare Supplement and Medicare Advantage plans. Represent highly rated insurance carriers that clients trust. Enjoy a supportive, professional, and rewarding work environment. What You Need to Succeed: A valid (YOUR STATE'S) Insurance License (including Medicare Supplement & AHIP certification). A self-driven, professional attitude with a focus on client success. A passion for helping seniors navigate their Medicare options. Take Control of Your Career Apply Today! Send your resume & cover letter to: Marcus W. Turner Have questions? Call us: 1-877-848-0535 Learn more: | Your next big career move starts NOW! Dont miss this high-earning, low-hassle opportunity.

Job DescriptionBenefits: • Health Stipend, • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Training & development Securities Licensed Sales Team Member Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment. Financial Advisor Meaningful Career, Not Just a Job! Join a passionate team where your financial expertise makes a real difference. At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment productsso you can focus on what you do best: helping people achieve financial confidence. What We Offer: • Base salary plus uncapped commission earning potential, • Access to existing State Farm customer households, • Wealth Academy Training and professional mentorship, • Investment options through American Funds and BlackRockWhat Youll Do:, • Provide comprehensive financial advice and planning to clients, • Build lasting relationships through proactive communication and trust, • Partner with an experienced career agent to grow your business, • Demonstrate sound judgment, market knowledge, and client-first integrityWhat Youll Bring/Job Requirements:, • 6, 63, and 65 Licenses, • 2+ years of financial services experience, • Proven relationship-building and advisory skills, • Bachelors degree preferredJoin a team where your skills are valued, your growth is supported, and your work truly matters. Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity

Job Description Welcome to The Lawrence Agency, where your enthusiasm for providing exceptional insurance solutions can truly shine. Nestled in vibrant Atlanta, Georgia, we offer a unique blend of local engagement and the flexibility of hybrid remote work. At The Lawrence Agency, we believe in creating lasting connections with our community, clients, and team members. As an Insurance Sales Rep, you'll be integral to our mission of delivering personalized insurance guidance to our valued policyholders. Your role will involve more than just selling insurance; you'll be a trusted advisor and an essential part of our clients' journey to safeguarding their future. We cherish a positive, inviting work environment where your contributions are recognized and celebrated. Hybrid opportunity available! Join us and become part of a dynamic team that's committed to growth, learning, and delivering outstanding service. If you're ready to contribute to a collaborative and supportive team while advancing your career, The Lawrence Agency is eager to welcome you on board! Benefits Annual Base Salary + Commission Flexible Schedule Mon-Fri Schedule Paid Time Off (PTO) Work from Home Weekends off Evenings Off Responsibilities Client Engagement: Connect with clients to understand their insurance needs and provide personalized advice. Inbound Communication: Handle incoming calls and inquiries with professionalism and efficiency. Policy Development: Craft and recommend insurance plans tailored to the individual needs of clients. Cross-Selling: Identify and act on opportunities to broaden client portfolios through bundling or expanding existing accounts. Relationship Management: Develop and maintain strong, lasting relationships with clients, ensuring satisfaction and loyalty to The Lawrence Agency. Industry Awareness: Stay informed about industry developments to offer knowledgeable and current advice to clients. Requirements Licensing: Active Georgia Property & Casualty License is required. Experience: Minimum of one year in insurance sales or a comparable field. Communication Skills: Excellent verbal and written communication skills are essential. Client Focused: A strong dedication to meeting client needs and achieving sales targets. Tech-Proficient: Comfort with CRM systems and virtual communication platforms. Adaptability: Able to work effectively in a hybrid remote environment, combining flexibility with productivity. Teamwork: Strong ability to work collaboratively within a team to achieve common goals.

Job Description Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Job DescriptionDescription: Job Title: Family Service Advisor Company: Lincoln Memorial Group (LMG) – Atlanta, GA About Us: Lincoln Memorial Group (LMG) is one of the largest family-owned cemetery companies in Atlanta, GA. Operating four historic perpetual care cemeteries with over 200 acres, including the renowned Lincoln Cemetery, Monte Vista Biblical Gardens, Dawn Memorial Park, and Washington Memorial Gardens, we are dedicated to honoring the legacy of loved ones with compassion, professionalism, and excellence. Job Description: We are seeking a compassionate, driven, and self-motivated Family Service Advisor to join our team. This sales role is essential in assisting families with pre-planning cemetery services, assisting families with cemetery needs at the time of a loved one's passing, and memorialization. As a Family Service Advisor, you will build relationships with families, provide guidance during difficult times, and offer personalized solutions that meet their needs. Key Responsibilities: • Meet with families to discuss and arrange cemetery services., • Develop and maintain relationships with clients through leads, walk-ins, and proactive outreach within our cemeteries., • Provide professional and empathetic service to families in need., • Customize and present service packages that honor the wishes of the clients., • Manage sales appointments while also participating in scheduled on-duty days, weekend work as needed., • Maintain accurate records of sales activities and client interactions via a CRM., • 401(k) with Company Match, • High school diploma or equivalent; college education a plus., • 1-2 years of sales or customer service experience preferred., • Valid driver's license with an acceptable driving record., • Ability to obtain a Pre-Need Sales Agent License upon hire., • Ability to obtain a Georgia Life Insurance License within six (6) months of hire., • Strong interpersonal and communication skills with a high level of empathy and professionalism., • Self-motivated with excellent time management skills., • Full-time position with flexible scheduling, including weekends as needed. Join Lincoln Memorial Group (LMG) and be part of a team dedicated to providing comfort, care, and guidance to families during their most challenging moments.

Job Description Tax Manager – Fully Remote | Public Accounting Firm Location: Remote (U.S.-based) Job Type: Full-time About the Firm: Our client is a well-established and rapidly growing public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced Tax Manager to join their team in a fully remote capacity. This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio. Key Responsibilities:Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.Mentor and develop junior tax staff, providing training and guidance.Stay current with tax law changes and advise clients accordingly.Assist in business development efforts, including identifying and cultivating new client opportunities.Qualifications:CPA or EA designation required.Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).5+ years of public accounting experience with a strong focus on tax.Expertise in federal and state tax regulations.Experience with tax software such as CCH, ProSystem, or UltraTax.Strong analytical, problem-solving, and client management skills.Ability to work independently in a remote environment.Why Join This Firm? Fully remote work environment with flexible scheduling. Competitive base salary + performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k) match. Generous PTO and paid holidays. Strong leadership team that prioritizes professional development and career growth. If you're a highly motivated Tax Manager looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you! Apply today by sending your resume to or Direct Phone: 605-910-9530.

Job Description The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Traits of Our Most Successful Associates: • Passion to help people, • Integrity, • Attitude for success, • Enthusiasm, • Self-discipline, • Resilience, • Goal-Oriented, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player, open to continued education and training from other team membersQualifications:, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plusAbout Company New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that. New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010

Job DescriptionDirect Counsel represents an Am Law 100 firm seeking an experienced RFP & Proposal Manager to lead and execute firmwide RFP and strategic proposal initiatives. This role is central to the business development function and serves as both a strategic advisor and project manager, developing compelling, client-focused proposals. The position is open to all firm office locations, with a strong preference for Chicago, Atlanta, or Kansas City.Key Responsibilities * Lead multi-practice and panel counsel RFPs from intake through submission, managing timelines, deliverables, and stakeholders. * Partner with attorneys, firm leadership, and cross-functional teams to develop strategic, client-centric RFP responses and proposals. * Gather and synthesize information from content owners and draft original, persuasive proposal content as needed. * Ensure consistency, accuracy, and high-quality presentation across all proposal materials. * Leverage internal systems (CRM, Foundation, and related tools) to identify experience, track opportunities, manage content, and analyze outcomes. * Track RFP performance metrics to identify trends and support continuous improvement. * Develop and promote best practices for proposals, pitches, and client engagement initiatives. Qualifications * Bachelor’s degree required. * 7+ years of relevant experience in legal or professional services. * Exceptional project management, writing, and organizational skills. * Strong attention to detail and commitment to producing high-quality deliverables. * Excellent interpersonal and communication skills, including the ability to work with senior partners and leadership. * Proficiency in Microsoft Office (Word, PowerPoint, Excel) and familiarity with CRM and proposal management systems. * Ability to thrive in a fast-paced, deadline-driven environment with shifting priorities. * Proactive, collaborative, and client-focused mindset. Compensation & Benefits * Salary range: $140,000–$200,000 * Competitive benefits package including PTO, medical, dental, vision, life and disability insurance, 401(k), transit reimbursement (location dependent), and employee assistance programs.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems, • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge, • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value, • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals, • 5-10+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients, • History of consistent quota achievement, • Prior experience in winning new customer logos, • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory, • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

As the High-Level Engineer (HLE), you will manage GCOE Operations in your sub-region by Line of Business, serving as a key Technical Advisor to our Service Sales Team. You will provide client-facing support throughout the sales process to enhance its quality. Collaborating with engineers across regions, you will drive sales success and influence strategic sales planning, ensuring our client engagements are of the highest technical quality and effectiveness. Key Responsibilities * Serve as a Technical Advisor to the Service Sales Team. * Partner with local service sellers and sales managers to: * Own local relationships and be part of the commercial team. * Analyze and qualify pipeline with the sales team weekly. * Align presales technical support to develop winning strategies. * Drive GCOE delivery of results, quality, and value-add * Leverage and utilize a team of GCOE resources. * Own the strategy and achievement of Metrics & KPIs. * Manage capacity utilization across multiple squads. * Develop competency, training, and upskilling programs. * Provide client-facing support to enhance the service sales process. * Collaborate with engineers to drive service sales success. * Lead engineering and solutions in the pre-sales phase, delivering compelling end-to-end solutions. * Provide consultation for high value/complex service projects. * Support the service sales team in product and service qualification, analysis, and presentation. * Identify new business opportunities and provide strategic input on technical sales strategies. * Build and maintain relationships with key decision-makers and stakeholders. * Stay updated with industry trends and emerging technologies. * Mentor the pre-sales team on service sales techniques and solution selling. * Coordinate with Global Engineering Centers to optimize efficiencies. * Mentor employees on performance improvement and succession planning. * Ensure consistent field service delivery through design plans and documentation. * Review solution applications and cost estimates with the sales and operations teams. * Assist the sales team in articulating technical value propositions and presenting solutions to clients. * Engage in pre-sales design, cost development, applications engineering, product selection, specification interpretation, proposal development, and project risk management. Secondary Responsibilities * Serve as a Technical Advisor on the Service Deal Desk to drive competitiveness and expertise within the local markets * Serve as an ‘Ambassador’ in the GCOE Connect Program, providing teaching, coaching, and mentorship from Sales to Engineering. * Reinforce and develop methodologies for collecting, analyzing, and presenting solutions, designs, scopes, and cost estimates. * Identify specification issues, interpret discrepancies, and propose resolutions. Qualifications * 5+ years' experience in Building Technology Service industry * Sound knowledge of building systems and equipment with proficiency in solution innovation * Strong understanding of Johnson Controls products across Building Industry segments (i.e. Air Handlers, Chillers, Rooftop Units, Metasys). * Excellent analytical, interpersonal, and problem-solving skills * Communication and presentation skills with ability to effectively convey complex technical information to non-technical audiences. * Proficient in PC skills, including Microsoft Office * Demonstrated ability to mentor and coach sales and pre-sales teams. * Understanding of regulations, certifications and industry standards. * Experience working in a fast-paced, dynamic environment with the ability to manage multiple priorities and meet deadlines.

Job DescriptionSales / School Admissions Advisor Our client is an industry – leading transportation and logistics company with $3.3 billion in annual revenue, operating across the United States, Mexico, and Canada. With nearly 14,000 associates and a modern fleet supported by innovative technology, they're committed to operational excellence, safety, and sustainability. The company values diversity, equity, and inclusion, creating a workplace culture focused on integrity and professional growth. Why join this team? • Immediate full-time position, • Competitive wages (bi-weekly) + commission, • Medical, dental, and vision insurance, • Company-paid life and AD&D insurance, • Additional optional insurance plans, • Paid vacation and sick time, • Employee perks program, • Opportunities for advancement, • 401(k) plan, • Stock purchase plan, • Disability coverageRequirements, • Basic computer skills required, • Ability to communicate program information professionally, • Ability to work in an office and school setting, • High school diploma or equivalent (college degree preferred), • Ability to obtain and maintain state-required licensure, • Demonstrated skills to successfully enroll students, • Ability to pass a pre-employment drug screen, • Salesforce or CRM experience preferredWhat you'll do, • Communicate with leads and inquiries to enroll prospective students into the Commercial Truck Driver Training Program., • Explain program details, including mission, goals, and course offerings., • Support individuals seeking career advancement through training opportunities., • Maintain accurate records using CRM tools such as Salesforce.

Job DescriptionSalary: $100-$110K. With top performance, you are also eligible to become a shareholder in our company and earn equity. Benefits: FREE employee-only medical coverage under one of our plans. FREE short-term disability and FREE life insurance coverage. Plus, a 4% employer match with our 401(k). Other incredible benefits HERE.Location: We will be making one hire located in any of these locations: NYC, San Francisco, Houston, or Atlanta. This role will require 25-50% travel.Reports to: Our SVP of Operations Your Mission:Your mission is to oversee day-to-day service delivery at multiple client locations. Upon hire, you will manage locations across the country. For each of our sites in these cities, you will manage and support your onsite host teams, ensuring high-quality operations that align with client expectations and our company standards. Think of your role as the essential bridge between the frontline team members that you manage (our hosts) and our leadership team. Your Legacy:As a result of your time in this role, you supported Playbook in exponential growth nationwide. You were able to retain both your clients and host teams, and the way your team performed elevated the bar for the rest of our company. Your leadership played a pivotal role in reshaping the workplace experience, proving that office spaces can do more than function; they can inspire.What You're Responsible For: • Team Leadership & Site Operations: Oversee and inspire host teams (including experience directors, event managers, and fitness team members) across multiple client locations, creating a culture where team members feel supported, motivated, and excited to grow. Ensure seamless daily operations that meet both company standards and client expectations. Conduct regular site visits and virtual check-ins to maintain high service quality and team engagement. Partner with the People Team to hire top talent and deliver exceptional onboarding experiences., • Client Relationship Management: Act as the primary operational contact for client stakeholders at each location, typically property or asset managers. Build strong, trust-based relationships through consistent communication and proactive issue resolution. Identify potential risks, service gaps, or concerns and escalate them to the Strategic Advisor to ensure client satisfaction and long-term partnership success., • Performance Monitoring & Reporting: Track and analyze key performance indicators (KPIs) across all sites to measure success and identify areas for improvement. Prepare and deliver monthly and quarterly operational updates for both internal teams and external stakeholders. Leverage data and client feedback to inform continuous improvement strategies and enhance overall service delivery., • Program Implementation & Process Improvement: Lead the rollout of new initiatives, policies, and operational enhancements across host teams to drive consistency and excellence. Ensure strict adherence to standard operating procedures, brand guidelines, and compliance requirements. Collaborate closely with cross-functional teams to optimize performance and elevate the overall client and tenant experience.Who You Are - Baseline Expectations:, • You have 5+ years of experience in operations, hospitality, facilities, or client services—preferably in a multi-site or field management role. You come from industries that are focused on people - not products., • You have at least 3 years of experience managing full-time team members, with demonstrated ability to motivate and lead high-performing teams., • You have experience serving as the primary point of contact for multiple client stakeholders across various locations and time zones., • Experience managing budgets, interpreting P&L reports, and confidence in using these to create and present operational and financial reports summarizing key metrics and trends., • You are familiar with and/or passionate to learn about the commercial real estate ecosystem. This includes understanding our key stakeholders (Asset Management, Leasing, Property Managers, Facilities, Security) and landlord priorities (leasing, operational expenses, etc.).Who You Are - Core Competencies:, • You’re obsessively client-centric. You prioritize partner needs, ensuring their success and fostering long-term relationships. You have led effective client meetings that deliver value and contribute to strong partner relationships. You have effectively managed the customer lifecycle, including onboarding, steady state, renewals, growth, and expansion., • You're a thoughtful communicator. You have been responsible for all client communication, including scheduling and leading meetings and closing the loop on all next steps to ensure everyone feels informed, heard, and aligned., • You embody our brand. You represent our company with professionalism and expertise, building trust and championing our brand mission and values. You have served as a trusted advisor to clients, providing strategic direction and ensuring the delivery of value across our products and services., • You’re a strategic thinker. You make data-driven decisions with a long-term focus to drive customer and business growth. You have served as a trusted advisor to clients, providing strategic direction and ensuring the delivery of value across our products and services., • You’re an exceptional leader and coach. You have managed high-performing teams in the past and have provided exceptional feedback, coaching, and support to them that ensured they were highly successful. Your previous direct reports say you’re one of the best leaders they’ve had the privilege of working for.

Job Title: Field Reimbursement Manager (FRM) – Remote with Territory Travel Location: Remote – Must reside in Atlanta, GA Travel: Up to 80% (4 days/week) via automobile or air Position Overview We are seeking a Field Reimbursement Manager (FRM) to support access and reimbursement services for a specialty pharmaceutical product. In this client-facing, remote-based role, you will work directly with physician offices and manufacturer partners to resolve reimbursement challenges and deliver critical education on payer landscapes and available support services. The FRM acts as a trusted advisor and key liaison between healthcare providers, specialty pharmacies, and internal patient support services. This is a high-visibility, fast-paced role that demands a strong understanding of medical reimbursement, Medicare and commercial payers, and buy-and-bill or specialty pharmacy distribution models. Key Responsibilities • Field & Virtual Education (35%) - Deliver on-site or virtual training and education to healthcare providers and staff on reimbursement processes, including lunch-and-learns and scheduled presentations. Log all activity in CRM daily., • Benefit & Access Education (25%) - Educate providers on benefit verification, prior authorization, payer trends, and support center services. Document and report all interactions as required by the client., • Reimbursement Support (20%) - Assist offices with claims, billing and coding, appeals, medical benefit interpretation, and co-pay or patient assistance programs. Coordinate closely with case managers for resolution., • Territory Management (10%) - Manage a schedule of outbound calls, appointment setting, and in-office follow-ups. Collaborate with manufacturer field teams to ensure seamless communication and data sharing., • Program Performance Monitoring (10%) - Track territory metrics in CRM, analyze trends, and contribute to quarterly reporting and customer satisfaction feedback as needed. Qualifications: • Bachelor’s degree or equivalent experience, • 8+ years in healthcare reimbursement (Buy & Bill, Specialty Pharmacy), • Knowledge of Medicare & commercial insurance, • Strong communication, customer service, and organizational skills, • Proficient with PowerPoint, CRM systems, and virtual meeting tools, • Valid driver’s license; must be able to travel up to 80% Preferred Qualifications: • Field reimbursement or specialty pharmacy experience, • Account management or pharmaceutical industry experience Working Conditions: • Remote/Work-from-Home (must reside within the assigned territory), • Travel required up to 80% (valid driver’s license and clean MVR required) Benefit offerings available for our associates include: • Medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan, • Flexibility to choose the type of coverage that meets individual needs, • Eligibility for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Job DescriptionDescription: Job Title: Shelter to Service Program Coordinator Job Status: Full-Time, Exempt Reports to: National Training Manager Location: Atlanta, GA About us: Are you passionate about making a positive impact in people's lives and have a soft spot for dogs? Look no further than Dogs for Better Lives (DBL)! As a nationally recognized nonprofit organization, DBL is dedicated to professionally training dogs to help people with disabilities and enhance their lives. Our mission is to create a lifelong commitment to all dogs rescued or bred and all people served, which is supported by our nationwide donor base. DBL is nationally recognized by Guidestar, Great Nonprofits, Charity Navigator (9 years with a continues four-star rating), Best of the Upper Cape 2022, Oregon Business’ 2021 “Oregon Top 100 Best Nonprofits to Work For,” and we are accredited by Assistance Dogs International (ADI). At DBL, we believe in empowering our employees to achieve our goals and serve our clients, dogs, and donors while embracing a work-life balance. As we continue to expand our organization and build upon our past successes, we provide ample opportunities for growth and continued learning. We are an Equal Opportunity Employer, and we welcome employees from diverse backgrounds who share our values. Join us and be part of an employee-driven team that strives to serve more clients while upholding our unwavering commitment to our clients, dogs, and donors. Job Summary: The Shelter to Service Program Coordinator’s (STSPC), primary focus involves working with our partner shelter(s)to identify and evaluate shelter dogs to train to become Assistance Dogs (AD’s); working with shelter staff to seek out, develop, and train program foster volunteers living within a defined radius; and training shelter dogs to become AD’s. AD training will entail working with shelter dogs both through support and training of the volunteer foster but also focusing to site-based training both at our DBL training location and in public. STSPC will work in collaboration with the National Training manager to select clients and coordinate AD placements. All shelter dogs trained by the STSPC will meet or exceed DBL and ADI standards. Position will involve traveling to partner shelter(s) to evaluate and select shelter dogs suitable for training as AD’s; and traveling to program foster volunteer homes to train selected dogs. Adhering to and developing DBL training guidelines specific to shelter dogs while seeking the best possible living environment to increase their success rate in becoming AD’s. As necessary, work with partner shelter(s) to secure a network of foster homes as a part of improving successful outcomes of the SDSP. Works with partner shelter(s) to assure dogs who are career changed are successfully returned to the partner shelter for adoption. Essential Duties and Responsibilities: • Works with the Shelter to Service Program Manager (STSPM) to ensure program goals are met., • Assists the STSPM with outreach events and foster recruitment, training and engagement., • With the assistance of partner shelter(s) staff, ensures foster home program supports the training goals for each individual dog and supports the foster in their role as a DBL and shelter volunteer., • Continually assesses selected SDSP dogs to evaluate dogs for continued appropriateness for DBL programs., • Adheres to standardization of training methods (process/procedure/placement curriculum), providing input to improve successfulness., • Works closely with VP of Programs, Program Advisor, National Training Manager and other STSP staff to maintain consistency in training standards., • Works within DBLs established systems for tracking training progress, reporting behavioral or training concerns, scheduling AD preplacement testing and coordinating client selection and placement., • Coordinates with staff to transport certified dogs for placement., • Some weekends and evenings may be required., • As needed, refines behavioral evaluations for use in screening shelter dogs., • Works with partner shelter(s) to find juvenile and/or adult dog candidates suitable for training as DBL candidates., including joining shelter intake staff on dog runs when necessary., • Documents using DBL’s specific shelter dog evaluation, including public, car and training location evaluation, when possible., • Reviews health and behavioral records on all dogs, prior to their training., • Manages transition of shelter dogs from shelter to program foster volunteers’ homes, ensuring effective quarantine, socialization, and assessment protocols are in place., • Assists partner shelter(s) when dogs return to shelter when training is not successful., • Works with up to 8-10 dogs in foster homes at various phases of training., • Develops curriculum to help shelter dogs successfully complete training in DBL programs, while working in conjunction with National Training Manager., • Trains and communicates with program foster volunteers to track necessary medical and behavioral information on all dogs selected., • Works with program foster volunteers to promote healthy, well-mannered dogs according to Dogs for Better Lives standards., • Maintains a record of all dogs selected from partner shelter and track specific data to assess how to improve training for shelter dogs to be successful in DBL programs.Essential Qualifications:, • Preferred Certified AD Trainer with successful work history at an AD organization for at least 3 years., • Minimum of three (3) years’ experience working with and training dogs of multiple breeds., • Knowledge of, and experience using, operant conditioning techniques., • Preferred, not required: Four (4) year college degree or equivalent work experience required., • Minimum two (2) years of program coordination experience., • Proficient in Microsoft Office 365., • Strong organizational skills., • Experienced in and comfortable with public speaking., • Excellent written/oral communication and interpersonal skills., • Ability to prioritize while working multiple tasks., • Ability to teach others in a positive, enthusiastic manner., • Ability to work with limited supervision., • Ability to communicate using American Sign Language is desirable.Essential Requirements:, • Must pass a criminal background check., • Must be at least 21 years old and have a valid Driver’s License and excellent driving record., • For the safety of the employee, other employees, and the dogs, an employee must have hearing within normal limits (for an adult, hearing thresholds no greater than 25 dB HL from 500 Hz through 4000 Hz, for both ears, with or without hearing aids, implants or other devices. Employees must be able to hear the wide variety of sounds at different levels and pitches from a variety of directions and distances that dogs make while interacting with people and each other. This includes:, • Detect barking at all levels and tones, • Determine direction barking is coming from, • Detect change in type of bark, tone, volume, • Detect low growl, direction, • Hear a dog running behind them, • Hear talking in a normal range, • When training a dog, the trainer must be able to hear all the sounds and tones that he/she is training the dog to hear in order to reward behavior and ensure successful outcomes.

Job Description This role is on-site in the Buckhead section of Atlanta (North Atlanta). You must be commutable to the Buckhead Atlanta area or willing to re-locate. This role is for someone early in their career who is interested in learning the ins and outs of wealth management through the eyes of a Client Services role while growing into a Wealth Advisor role long term. We'd expect this to be a multi-year investment while you learn from the advisors around you. You will mainly support 3 advisors and their clients in this role and in the process, gain invaluable experience and knowledge that will be a stepping stone to a Wealth Advisor role in the future. The Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively, work in a fast-paced environment, and effectively prioritize. Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1B in Assets Under Management (AUM). RESPONSIBILITIES • Enhance the client experience by providing exceptional client service in various functions, including new account opening, document completion, and resolving client inquiries, • Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds, • Proactively coordinate client service activities in conjunction with the advisory team, • Organize materials for client meetings, as well as ad hoc requests, • Actively participate in the firm’s compliance and efficiency efforts, • Experience / Demonstrated intereste in the Investment / Wealth Management industry is preferred, • A desire to learn the ins and outs of wealth management and progress to a Wealth Advisor role long term., • Has obtained or is Interested in obtaining a Series 65, • Strong attention to detail and organizational skills, • Ability to self-start and think creatively, • Experience with Outlook and CRM applications (Salesforce) is a plus, • Proven ability to work in a team-oriented environment, • Discretion with confidential information, • Strong communicator, people person, and networker - Networking and business development becomes more important long-term as a Wealth Advisor #ZR

Job DescriptionDescription: Home Comfort Advisor/ Outside Sales Professional Southern Home Services is a residential HVAC, Plumbing and Electrical company that acquires, owns, and operates businesses around the United States. We are seeking business leaders to join our growing team and become an integral part of our company's future. Are you ready to be Part of Something BIGGER! Cunningham Associates, a Southern Home Services Company, is looking for a dynamic-Home Comfort Advisor/ Outside Sales Professional to join a thriving business that believes in work life balance and cares about YOU! About this Role: Are you driven by the thrill of closing deals and turning warm leads into satisfied customers? Do you possess a competitive spirit and a relentless will to win? If you're enthusiastic about making an impact and earning over $100K in your first year, we want you on our team! We are seeking a dynamic Home Comfort Advisor / Outside Sales Professional to join our vibrant business, where we value work-life balance and genuinely care about our employees. No prior experience in HVAC, Plumbing, or Electrical industries? Don’t worry! We offer top-notch training and expert industry knowledge to help you excel. Your role will involve collaborating with service technicians to present and recommend the best equipment and service options for our customers' homes. In this role, you will be responsible for: • Interacting and engaging with new, current, and previous customers with solutions for their home comfort to help us build customers for life., • Efficiently communicating during in-home conversations; helping homeowners find solutions to save money on utilities and future repairs while improving the comfort and air quality in their homes., • Conducting follow-up calls to ensure 100% satisfaction and generate a future referral base., • Additional duties as assigned, • A proven history of achieving and exceeding sales goals, showcasing a strong track record in driving results., • Outstanding ability to build and maintain strong, trusting relationships with customers, enhancing client satisfaction and loyalty., • Proficient with PC and adept at using technology sales tools to streamline processes and drive sales effectiveness., • Willing and able to travel to customer locations for in-person meetings, providing personalized service and fostering direct connections., • Minimum of 3 years of business to consumer sales- prior industry experience not REQUIRED, • Perform work while sitting and/or standing at an individual workstation or office, • Communicate verbally via phone or other communication device., • Ability to stand, walk and sit; talk or hear, both in person and by telephone, • Use hands to type, handle or feel objects or controls; reach with hands and arms., • Occasionally stoop, kneel, bend, crouch and lift up to 10 pounds. Benefits: We offer a rewarding career path with great benefits, flexible schedules, professional and on-the-job training, and growth plans. Be a part of the team our customers call the finest in the industry. • Paid vacation, • Paid training, • Reliable, Year-round work, • Limitless Commission, monthly bonuses, periodic spiff, commissions contests, • Weekly Paychecks, • Employee discounts, • Company provided vehicle, • Paid Time Off and Paid Holidays, • Comprehensive Medical, Dental and Vision Benefits, • Company Matched 401k Southern Home Services is an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. The policy applies to all employment practices within our organization. Requirements:

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Job Summary: Serves as a dedicated support partner for one or more Advisors, managing day-to-day client communications, preparing for client meetings, and coordinating follow-up actions to ensure a seamless and proactive client experience. This role is crucial in facilitating the Advisor's ability to focus on high-level planning and relationship building. Job Responsibilities: • Perform clerical functions related to opening client accounts and ongoing account maintenance based on client preferences and requests., • Provide same-day responses to client requests., • Tracking and monitoring incoming assets and reconciling as needed., • Work with the Financial Advisor(s) and the client in obtaining required documents for the account opening process., • Demonstrate operational proficiency of Sage Mountain's technology systems by processing correctly both the day-to-day business items and the ad hoc research needs within the client dictated time frames., • Perform money management related requests such as wires, ACH, journals, dividend reinvestment, cash management., • Identify situations that need to be brought to the attention of the FA(s) when necessary., • Track, monitor and distribute tax documents and other requests made by the client's personal advisory team, such as CPA, lawyer, and other family office staff., • Bachelor's Degree, • 5+ years of customer service or administrative experience, • Industry or Industry related experience, • Experience working with Ultra High Net Worth Families, • General understanding of the investment brokerage industry and securities knowledge, • Ability to organize and prioritize, • Excellent grammar and possess phone/office etiquette, • Strong communication skills both written and verbal, • Strong interpersonal skills, • Strong focus on providing exemplary client service

Job DescriptionThe opportunity ✨ Waitwhile is on a mission to eliminate the 1 trillion hours people spend waiting in lines every year. Our industry-leading queue management and appointment scheduling platform empowers businesses to streamline their operations and deliver exceptional customer experiences. Waitwhile is trusted by 10,000 companies worldwide and has helped more than 250 million people enjoy a radically better waiting experience at places like IKEA, CHANEL, Costco, Louis Vuitton, Delta Airlines, and many more. We are now looking for our new Head of Customer Success for North America to join our mission and solve the age-old problem of long wait times, frustrating queuing, and unnecessary friction in everyday customer journeys. You'll be joining a fast-paced, growing technology scale-up with awesome culture and benefits, solving one of the most recognizable problems on our planet! Waitwhile has recently joined the Allegion family, so you will also be entering at an exciting time of growth. The role ???? As Head of Customer Success for Waitwhile, North America, you’ll report to our Global VP of Customer Success (based in Stockholm) and lead the team managing our growing NA customer base. In this role, you will: * Become a go-to expert on our product, gaining a deep understanding of each customer’s business goals, challenges, and the solutions that deliver measurable value through our platform. * Coach and scale a team of 5 CSMs, focusing on performance, growth, and customer outcomes. * Develop repeatable lifecycle playbooks and processes that drive retention, expansion, and advocacy. * Collaborate closely with Sales, Product, Support, and Engineering to ensure smooth implementations, strong customer relationships and measurable outcomes. * Personally serve as a strategic advisor to our most valued North American customers, ensuring they receive outsized value from our platform. * While the role is remote-first, we are ideally looking for candidates based on the US East Coast. Working hours are 8 am – 5 pm Eastern Time to provide enough of a work schedule time overlap to collaborate with our Sweden‑based leadership team. Occasional travel required for in-person team meetings, fostering collaboration and innovation. What you'll be doing ???? * Lead & inspire: Hire, develop, and retain a high‑performing CS team; establish and maintain a culture of curiosity, ownership, and continuous learning. * Deliver measurable impact: Deliver measurable impact: Working hard to ensure that you and your team hit and exceed industry benchmarks for key functional metrics (e.g. NRR, GRR, CSAT, TTV, Adoption) through strategic, intentional, and proactive management with your team, as well as their customers * Build and deploy playbooks and processes that scale: Own the customer journey from onboarding to QBRs and renewal while embedding data‑driven best practices and leveraging AI to drive team efficiency. * Be a strategic advisor: Turn deep product expertise into boardroom‑level guidance that positions Waitwhile as a thought leader and trusted business partner. As the Head of Customer Success for NA, you’ll ensure that your own strategic customers, as well as those of your teams, have access to a true product and market expert through their Waitwhile CSM. * Champion the voice of the customer: Collect and champion key customer feedback that influences roadmap priorities, ensuring we address the most critical points of feedback for our most important customers. * Collaborate cross‑functionally. Collaborate daily with Sales, Solutions Engineering, Support, Product, and Marketing teams to deliver key projects and ongoing results for our customers, as well as for our internal teams. What we’re looking for ???? * 8 + years in B2B‑SaaS Customer Success, with 4 + years leading teams (managers or senior CSMs) within both Enterprise and Mid-Market segments. * Experience scaling CS organizations: You’ve been responsible for taking a CS team from a few to many FTEs, with solid/improving metrics, and responsibilities including hiring, training, coaching, goal‑setting, and performance management. * Proven track record achieving ≥ 120 % NRR and < 5 % churn in the Enterprise segment. * Ambitious and Data‑driven mindset: You know that great results and big impact come from delivering high-quality work over a long period of time. This is reflected by your expertise in Customer Success-related metrics, processes and tooling, knowing best practices, and showing first hand to others what great looks like. * Deep product knowledge and technical curiosity: Your personality brings curiosity for how problems can be solved through technology; you learn software fast, teach others to become experts and ensure you find the optimal ways of delivering value for its users. Your professional experience has given you a deep level of familiarity with APIs and their application in advanced customer workflows as well as how custom integrations can help solve the most complex workstreams * Exceptional communicator who can influence C‑suite stakeholders, frontline users and coworkers alike. * Based in Eastern or Central U.S. time zones with the ability to travel ~5 times per year for client onsites or team offsites. Bonus skills & attributes ???? * Domain experience in queue management and/or appointment scheduling, retail/gov/health tech, or other industries with a large focus on service design and process design through software. * Your Hubspot game is strong: Experience in Hubspot Sales, Service, and/or Customer Success workspaces. Perks & Benefits ❤️ We want Waitwhile to be an incredible place to work. We offer great benefits and perks, flexible working hours and lots of interesting challenges. We believe in making work fun and rewarding and care about your development and are committed to your success. Our benefits & perks programs include, but are not limited to: * Competitive medical, dental & vision coverage for you and your family * 401(k) plan with a generous company match * Income protection plans: Life & Disability Insurance * 10 company-paid holidays * Unlimited PTO * Parental Leave * Continuing Education Allowance * Coworking Space Membership as/if needed About Waitwhile ???? Founded in San Francisco in 2017, Waitwhile has raised $12 million from CRV and others, operates across the U.S. and Sweden, and is laser‑focused on unlocking human potential by eliminating wait times. Waitwhile is built upon Swedish values where everyone is equal and the best way to create a high performance culture and opportunities for the team is by running a meritocracy. We celebrate diverse voices and are committed to building an inclusive, psychologically safe environment where everyone can thrive - and anyone can take initiative to deliver something of value where they see a gap. If your experience, attitude and track record will make you rock this role, we’d love to learn more about you! How to apply ???? Click “Apply” and share your resume & linkedin profile + a brief note on 1. the strongest strategic relationship you’ve built with an Enterprise level account, and, 2. the most important impact you’ve had on a team you’ve managed to date - we can’t wait to meet you! Final note ???? The candidate review and interview process will commence in early-mid August!

Job DescriptionTitle: Customer Success ManagerLocation: Vinings, GA (Hybrid, 2-3 days Per Week)Compensation: OTE $120,000 (Base $90k + Target Incentives $30k)Reporting to: Head of Sales & Success This isn’t your typical account management role. This is an opportunity to build the entire customer success function from the ground up at a mission-driven company in its breakout moment. Why is this role open? Because our explosive growth requires a dedicated partner to ensure our clients succeed, stay, and grow with us. NPHire is solving a critical challenge in healthcare. In just nine months, we’ve scaled to over 7,000 active candidates and 55+ employers, from private clinics to national healthcare systems. We need more than a support agent; we need a retention engine. Someone who can anticipate client needs, drive platform adoption, and operate as the trusted advisor for every employer on our platform. You won't just be answering tickets; you’ll be designing the entire post-sale customer journey. You won’t just be running check-in calls; you’ll be using client feedback to shape the future of our product. If you are hungry to learn how a company builds a loyal customer base, eager to create processes from scratch, and ready for a role that will be a launchpad for your career, this is your shot. Your Mission, Should You Choose to Accept It: Your mission is to ensure every NPHire employer achieves their hiring goals, making our platform an indispensable tool in their recruiting toolkit. You will serve as the central nervous system for our client base, transforming new sign-ups into power users and loyal advocates. You will own the client lifecycle post-sale, connecting the dots between client health and company growth and serving as a trusted partner in driving our vision forward. What You'll Own & Achieve: 1 - World-Class Onboarding & Activation --> Master the post-sale handoff, leading strategic kick-off calls, platform walkthroughs, and training sessions that set clients up for immediate success.--> Drive the activation cadence for new accounts, ensuring every employer posts their first job and sees value within the first 30 days.--> Serve as the company’s proxy for tracking onboarding success, ensuring new clients are engaged, supported, and on a path to renewal from day one. 2 - Proactive Account Strategy & Growth --> Become a trusted advisor to our clients, proactively managing account health, flagging churn risks, and implementing playbooks to keep them successful. --> Coach employers on how to optimize job visibility and candidate flow, turning their subscription into successful hires.--> Identify and pitch relevant upsells—such as job boosts or expanded licenses—that deliver more value to the client and drive commercial growth. 3 - Building a Foundation for Scale --> Proactively identify and eliminate bottlenecks in the customer experience, constantly looking for ways to improve support processes and systems --> Gather, synthesize, and champion client feedback, delivering actionable insights to the Product, Marketing, and Sales teams to guide our roadmap --> Draft and manage client communications across email, phone, and SMS, ensuring our partners feel informed, heard, and valued The Profile: What You'll Bring to the Table --> A Customer-Obsessed Track Record: You have 2+ years of experience in customer success, account management, or client onboarding, ideally in a SaaS, HR Tech, or healthcare company where you consistently put the client’s success first.--> Proactive & Strategic: You don’t just tolerate problems; you hunt for them. When you spot a red flag in account usage, you stay focused, diagnose the root cause, and execute a plan to get the client back on track.--> Commercially-Minded & Influential Communication: You communicate with precision, clarity, and empathy. You are a skilled presenter who can lead an onboarding call with confidence and a strategic advisor who can successfully expand account value over time.--> A Builder’s Mindset: You possess a low ego and a high degree of ownership. You are excited by the opportunity to build something from the ground up and thrive in a fast-paced environment where processes are still evolving. You understand that your primary role is to be a force multiplier for our clients.--> Tech-Forward & Data-Informed: You are fluent in the modern customer success toolkit (CRMs like HubSpot, communication platforms like Avochato) and are a master of using technology and data to create leverage and efficiency. Why You’ll Love Building with Us: --> Foundational Impact: This is a real-world MBA in building a customer-centric company. You’ll have a seat at the table and will build the entire customer success function from the ground up.--> A Clear Path for Growth: We don’t just hire, we build careers. As our first CSM, you are on the ground floor with a clear promotional track as the company and team scale.--> Tangible Impact: Your work will directly fuel our mission to solve a critical bottleneck in healthcare and ensure our clients can hire the Nurse Practitioners they need.--> The Culture & Benefits: Join a team of smart, hungry, and passionate operators. We offer a competitive salary with significant upside, comprehensive benefits, Unlimited PTO and a fast-paced, mission-driven environment. If you read this and see churn as a puzzle to be solved, not a problem to be feared, we want to talk to you. Apply now.On target earnings between $100,000 - $125,000. Your compensation has three components 75% tied to converted customers from the free trial to paid subscription; partnering with our sales team15% tied to NRR10% tied to upselling to the next tier plan - this is an uncapped commission plan tied directly to revenue and you have the opportunity to far exceed this percentage based on performance We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionSalary: The Opportunity: The Customer Success Manager (CSM) is a customer-facing role within Euna Solutions Enterprise Customer Programs (ECP) team. This new position is designed to strengthen long-term partnerships with state agencies and large public sector clients implementing and adopting Euna Grants solutions. The CSM is accountable for customer health, executive-level engagement, renewal readiness, and ensuring successful adoption of grant management systems. This role requires the ability to foster trust, engage in consultative conversations, and guide customers through long-term success journeys with confidence. The ideal candidate is a relationship-builder who combines deep knowledge of public sector operations and grants management with SaaS customer success experience. This individual must be equally comfortable presenting to senior state executives, advising agency project leads, and collaborating with internal delivery teams. The CSM will act as a trusted advisor, helping clients achieve their objectives and maximize their investment in Eunas solutions. Key Responsibilities: • Serve as the primary relationship manager for high-profile state agencies and enterprise customers, ensuring strong executive-level engagement and customer advocacy., • Partner with ECP project teams to support seamless transitions from implementation to steady-state adoption., • Develop and execute customer success plans that drive system adoption, stakeholder confidence, and measurable outcomes aligned with agency goals., • Provide executive briefings, strategic check-ins, and data-driven progress updates to agency leadership., • Act as a trusted advisor to customer project sponsors and decision-makers, ensuring alignment of Euna solutions with policy, compliance, and funding priorities., • Monitor customer health indicators (adoption rates, usage trends, feedback, risk signals) and intervene proactively to resolve challenges., • Support renewal readiness by ensuring customers recognize the value of Euna solutions and are prepared for long-term partnership commitments., • Engage in consultative, sales-oriented conversations that reinforce adoption outcomes and explore opportunities for expanded value., • Advocate for customer needs internally, ensuring feedback informs product roadmaps, services enhancements, and training priorities., • Contribute to the development of standardized success frameworks, playbooks, and reporting models tailored for public sector clients. Minimum Qualifications: • 5+ years of customer success, account management, or client services experience in a SaaS or enterprise software environment., • Demonstrated success engaging senior public sector stakeholders, particularly in state government or grants management contexts., • Strong understanding of the grant lifecycle, compliance obligations, and public sector funding practices., • Excellent communication and executive presentation skills, with the ability to influence senior leaders and simplify complex concepts., • Proven track record of building long-term client relationships that drive adoption and outcomes., • Bachelors degree in Public Administration, Business, Information Technology, or a related field. Preferred Qualifications • Experience with grants management systems, public sector ERP/finance platforms, or large-scale government SaaS implementations., • Familiarity with renewal and expansion strategies within customer success functions., • PMP, CSM, or equivalent project management/customer success certification. Knowledge, Skills, and Abilities • Strong relationship-building skills with ability to engage confidently in executive conversations and foster trust in long-term partnerships., • Skilled at executive communication, facilitation, and storytelling with a customer impact focus., • Comfortable with renewal processes and capable of engaging in sales-type discussions to support long-term value realization., • Data-driven with ability to monitor, analyze, and act on adoption metrics and customer health indicators., • Comfortable engaging across organizational levelsfrom agency executives to operational staff., • Adaptable and resilient when navigating complex political, organizational, or cultural dynamics., • Professional, reliable, and accountable, aligned with Eunas mission of transparency and public sector trust. Location: This position is hybrid working 3 days/week in our Oakville or Atlanta office. WhatIt'sLike to Work at Euna Solutions At Euna Solutions, we carefully foster a work environment where employees have a safe space for creative and intellectual freedom, and the opportunity to work cross-functionally. We offer a dynamic environment with considerable opportunity for professional growth and advancement. Here are some of the perks that Euna employees enjoy: Competitive wages Wepaycompetitive wages and salaries, and we only expect an honest 40-hour week for it. Wellness days Whats better than a long weekend? An extra-long weekend!Twice a year, Euna employees enjoy an extra day on top of the long weekend! An extra day to decompress and spend time doing the things you love. Community Engagement Committee At Euna, we know how important it is to give back. Our community engagement committee looks for ways to give back to our local communities through time,giftsand skills. Flexible work day Weunderstandthat what a workday looks like differs by employee and the role requirements. Through our interview processwellwork with you to ensureitsa fitfor you and the specific roleyoureinterested in. Benefits Askus for a copy of our health and dental benefits! Culture committee Celebrateatevery occasion with the culture team! They make sure that our teams culture is bustling with frequent fun events for holidays and special occasions, as well as for miscellaneous fun. About Euna Solutions Euna Solutions is a leading provider of purpose-built, cloud-based software that helps public sector and government organizations streamline procurement, budgeting, payments, grants management, and special education administration. Designed to enhance efficiency, collaboration, and compliance, Euna Solutions supports more than 3,400 organizations across North America in building trust, enabling transparency, and driving community impact. Recognized on Government Technologys GovTech 100 list, Euna Solutions is committed to advancing public sector progress through innovative SaaS solutions. To learn more, visit . Please visit our website: check out our LinkedIn Page: We believe in embracing new perspectives andoptimizingimpact. If you have relatable experience and relevant transferrable skills but feel you may be missing a few of the requirements, we encourage you to apply! We recognize that people have unique career journeys and ifyou'reexcited about this role and know you can bring something great to the team, then we want to hear from you. Please know Euna Solutions is committed toprovidinga comfortable and accessible interview process for every candidate. If there are anyaccommodationsour team can make throughout our hiring process (big or small), please let us know. For any inquiries or requestsregardingaccessibility at Euna Solutions, please call our officeat1.877.707.7755. Upon request,appropriate accessibleformats or arrangements will beprovidedas soon aspracticable.

Job Description Why Nadel: Nadel, an internationally renowned creative marketing, promotional products, and merchandise solutions company (), is seeking an Account Specialist in our Atlanta office! With over 60 years of experience, Nadel combines the dynamic feel of a startup with the stability of an established leader in the industry. At Nadel, we’re passionate about what we do—designing and producing innovative materials that drive our clients’ success and transform their businesses. Our unique culture starts with our goal to be great. Simply put, our services are marketing oriented, rather than product oriented. We focus on problem-solving and exceeding client goals while delivering on target and within budget. Join us and see how we make a meaningful impact in our clients' businesses! This role is in-office at our Atlanta, GA location. THE BASICS: This role will work directly with a team of Sales Consultants to source, sell, and deliver custom products to clients worldwide. The ideal candidate should have confidence in collaborating with the marketing and creative departments of high-profile clients, who rely on us for ideas, critiques, and suggestions. We seek a candidate with excellent project management skills who can handle tight deadlines while maintaining client relations and keeping production teams on schedule. The candidate should possess superior customer service skills and the ability to address time-sensitive information with professionalism. This role requires involvement in brainstorming, ordering, and shipping of all projects, with a strong focus on detail while managing multiple projects simultaneously. The ideal candidate is proactive in improving processes, experimenting with new tools, and continuously enhancing their approach to projects. We are looking for a team player who encourages collaboration and supports others as needed. The role requires flexibility to work across multiple teams and the ability to adapt to new teams as necessary. WHAT YOU’LL DO: • Generate ideas and source vendor offerings tailored to each project's requirements., • Build creative decks and presentations for clients, ensuring all project details are accurately captured., • Assist clients in finding the perfect items for their event or needs., • Handle orders from placement to delivery, including verifying pricing, following up with manufacturers, and tracking orders., • Develop and maintain the production management system for your team., • Create materials such as sales letters, PowerPoint presentations, and Microsoft Word proposals for client presentations., • Conduct product research tailored to each unique project., • Act as a trusted advisor by deeply understanding clients' businesses and aligning their needs with our solutions., • Serve as an extension of the Branding Consultants (Sales Executives), maintaining strong client relations and effective communication with all clients., • Coordinate with corporate staff (Billing, Accounts Receivable, Accounts Payable, etc.) on client accounts (invoices, aging, etc.)., • Proactively create custom flyers and marketing materials for existing clients. WE’RE LOOKING FOR SOMEONE WITH: • 2+ years of experience preferred in the Promotional Products industry or in an environment that provided enhanced knowledge of industry-specific vendors., • A proven ability to work independently in a fast-paced environment, think critically, manage multiple priorities, and adhere to strict deadlines., • The initiative to structure and organize their day without oversight., • Superior client relation skills, including adaptability and sensitivity to client demands., • A high level of detail orientation and organization, with the ability to adjust priorities in a changing environment and complete tasks., • The ability to take initiative on incoming requests and work with little to no direction from the team., • Superior product and vendor knowledge within the Promotional Products Industry., • Clear communication skills for project tracking and addressing roadblocks with the team., • An understanding that the role requires timely and effective communication with both clients and vendors., • A reliable, encouraging, and professional attitude., • A proactive approach with a team-player outlook., • Excellent phone skills, along with strong email and writing etiquette., • Proficiency in Microsoft Word, Excel, and PowerPoint., • Skills in Adobe Photoshop and Illustrator are a plus. Nadel 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. 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. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. You may read Equal Employment Opportunity is the Law by clicking on the corresponding link. Nadel is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at . By submitting your application, you acknowledge and confirm that you have received, read and understand Nadel’s Applicant Privacy Notice and hereby authorize and consent to the Company's use of the personal information and sensitive personal information it collects, receives or maintains for the business purposes identified in disclosure. Powered by JazzHR q3F6ayWU1Y

Job Description At Ferragamo, we're more than just building a Brand We are re redefining luxury fashion. Committed to evolving and innovating sustainably, we bring a unique blend of elegance and modernity that has always defined us. with the unique blend of elegance and contemporary that have always defined us. We make our clients feel energized, surprised, and valued. All with an unwavering passion for Italian craftsmanship. And you’re more than just joining a Team. We are proud of our inspiring and engaging spirit. In each of our stores around the world, you will find passionate, positive, and empathetic colleagues creating lasting impressions for life. Together, we drive excellence and innovation, while taking responsibility for our decisions. We win together with Passion. Thinking and succeeding as one team. Let’s Evolve Iconic and create the next exciting chapter About Us: Founded in 1927 by Salvatore Ferragamo, the Group is a key player in the global luxury industry, known for its expert craftsmanship and exquisite range of shoes, leather goods, apparel, silk products and accessories. Our dynamic team, consisting of approximately 3,800 committed professionals, is based across our Florence Headquarters and regional offices around the world and also extends to around 400 directly operated stores throughout Europe, the Americas and Asia. Our creations are more than just unique and exclusive – they embody the heritage and savoir-faire that are the hallmarks of our Brand. Ferragamo is certified as a Great Place to Work (learn more about the certification here). The part you will play We are currently looking for a Client Advisor for our Atlanta Location The Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal client relationships thorough personal connections and CRM initiatives; manages and drives sales by understanding client desires and creating a hand-crafted experience for the client to achieve the best sales performance. The Responsibilities Inclusive Leadership • Actively promotes a positive work environment through teamwork and collaboration., • Transform each client experience into magical moments by creating a hand-crafted experience, and engage in the selling ceremony that makes the client feel confident and energized., • Cultivate a long-term authentic bond with clients by making them feel the experience is truly about them., • Play an active role on the selling floor, and take action to ensure a memorable client experience, putting the client at the center of every decision. Demonstrate expert styling and brand knowledge., • Promote cross selling to increase UPT sales metrics., • Thinking innovatively about how we can improve and generate new ways of creating tangible value and magic for the client., • Sales—in person, telephone, email, etc.—which includes having the physical ability to wait on customers and fit them properly with shoes., • Clearly understand company set KPI’s and exhibits the ability to identify strategies to enhance performance standards., • Takes an aggregate approach to identify and recommend merchandise across all channels What you'll bring Qualifications • Caring, authentic trusted client advisor: an intuitive sales associate with a passion for style., • Acting and thinking first of the client and their experience, you have an in-depth knowledge of the desires, needs and expectations of luxury clients., • A powerful communicator, handling clients with personal care and empathy and putting the client at the center of every decision., • Being a master of storytelling and the art of asking engaging questions., • Courageous with ideas and innovative in your approach, always ready to grow and learn., • Computer knowledge to track inventory., • Proficient English language skills; knowledge of second language preferred., • Previous retail sales experience preferred, luxury retail experience a plus., • Strong interpersonal and communication skills; ability to read, write, and interpret instructional documents. Ability to effectively communicate with customers, peers, and management. Ability to communicate on the telephone with proper etiquette, • This position involves constant moving, talking, hearing, reaching, grabbing, carrying and standing for extended period of time., • May occasionally involve stooping, sitting, kneeling, crouching, and climbing step stools., • Regular and reliable attendance, normally 5-days a week, • Full time schedule (37.5 hours); Part-time schedule (20-29 hours per week, • Required to work a variety of hours, which may include mornings, evenings, and weekends, based on store needs. OUR DEI COMMITMENT TO YOU At Ferragamo, you can play your part and express your uniqueness. We are committed to building a diverse workplace in which inclusivity is valued in all its forms – gender, age, disability, race, ethnicity, nationality, culture, religious beliefs, and sexual orientation. Equal Employment Opportunity Statement Ferragamo USA Inc. and its subsidiaries is an Equal Employment Opportunity employer and provides equal opportunities to all employees and applicants without regard to an individual’s age, race, creed, color, religion, national origin, sex (including pregnancy) or sexual orientation, gender expression, military status, marital status, genetic predisposition or carrier status, disability, or membership in any other protected class under applicable law. Disability Accommodation Ferragamo is committed to providing reasonable accommodation to applicants and employees with disabilities. Please tell us if you require reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. Vaccination Requirements Ferragamo USA Inc. d/b/a Salvatore Ferragamo is committed to maintaining a safe and healthy work environment for all our employees. As part of our ongoing efforts to prioritize the well-being of our staff and customers, we strongly encourage all staff to remain current with CDC-recommended vaccinations.

Job Description Join Our Fast-Paced, Fun, and Incredibly Rewarding AT&T Wireless Sales Account Representative Team! Composed of some of the hardest-working and talented individuals in the industry, our company's talent is driven by the needs of our clients, holding their growth and satisfaction as the benchmark of our success. We deliver direct sales campaigns with a white-glove service to foster long-lasting partnerships. We pride ourselves on adapting to changes in the business world, and we do this by evolving to meet whatever challenges face us. Our innovative techniques and unwavering focus on professional development have proven to drive and deliver quality sales results and ensure client satisfaction. Our mission is to continuously bring value to our clients by developing individual leaders. As a firm, we focus our time daily on investing in the proper training methods to ensure the development of our AT&T Wireless Sales Account Representative team members on a professional and personal level. As an AT&T Wireless Sales Account Representative, you will be pivotal in building long-lasting client relationships, serving as a trusted advisor, driving sales revenue, and creating tailored solutions to meet unique consumer and business needs. We are committed to your growth and success. Key Responsibilities of our AT&T Wireless Sales Account Representative: • Develop and maintain strong relationships with new and current residential customers, serving as their primary point of contact for all inquiries, requests, and support needs throughout the sales process, • Proactively engage with customers to understand their telecommunications needs, preferences, and inquiries, • Recommend and promote the client's products, services, and solutions that align with the customer's needs and objectives during the sales process, • Collaborate with internal teams, including sales, technical support, and compliance, to ensure seamless delivery of services and resolution of customer issues, • Stay informed about the latest products, services, and promotions to educate and inform customers, as necessary, effectively, • A high school diploma or equivalent is required, • 1-2 years of previous sales, marketing, customer service, or hospitality experience is a plus but not required—we provide full training, • Outgoing and motivated individuals who love interacting with people, • Strong communication and problem-solving skills., • Ability to work in a fast-paced environment and adapt to changing trends, • Competitive compassion incentives (your earning potential is in your hands!), • Fun and supportive team culture with growth opportunities., • Hands-on training and development to set you up for success.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description PYA is seeking an IT Advisory and Consulting (ITAC) Staff Consultant to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. This individual will be a member of the Technology program supporting PYA’s Consulting Department. RESPONSIBILITIES • Apply current IT knowledge of trends to identify business risk management issues and other opportunities for improvement, • Perform IT general control reviews and audits, and assist with detailed system walk-throughs, • Help clients to plan and manage the selection and implementation of new IT solutions, • Advise PYA clients on Information Technology compliance efforts, including but not limited to HIPAA, NIST and SOC engagements, • Assist PYA with other engagements serving as a trusted advisor to PYA clients QUALIFICATIONS • IT, internal audit, or risk advisory internship experience with a national or regional public accounting and/or consulting firm preferred, • Outstanding written and oral communications skills, including advanced Microsoft Office Excel skills, • Creative problem-solving skills with a high level of strategic, analytical, and conceptual skills with a passion for helping clients, • Demonstrated experience self-reviewing work product and exhibiting attention to detail, • Willingness to travel for client projects and development opportunities ABOUT PYA PYA, a leading professional services firm, serves clients across the United States with expertise in healthcare consulting, accounting, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. Learn more about The PYA Way. • Be part of a dynamic and collaborative team that values innovation and excellence, • Work with industry leaders who are committed to professional growth and client success, • Competitive compensation, comprehensive benefits, and opportunities for career advancement

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job DescriptionJob Summary: The Strategic Account Manager at iQmetrix plays a pivotal role in driving revenue growth, deepening client relationships, and positioning our innovative Interconnected Commerce solutions as the cornerstone of success for telecom retailers. Leveraging deep industry expertise and exceptional relationship-building skills, this role acts as a trusted advisor, delivering tailored strategies to meet the unique needs of our clients. As the primary point of contact for key accounts, this role leads the development and execution of account strategies, negotiation of contracts, and identify opportunities for up-selling and cross-selling. Collaborating across internal teams, this role ensures seamless execution, measurable outcomes, and an exceptional client experience. Success is defined by revenue growth, client satisfaction, retention, and positioning iQmetrix as a leader in interconnected commerce. Key Accountabilities: Account Leadership • Develop and execute comprehensive customer plans, identifying critical insights and growth opportunities aligned with client goals and iQmetrix solutions., • Build and maintain strong relationships with key decision-makers and stakeholders across client organizations., • Lead the orchestration of internal teams to deliver on commitments and drive exceptional client outcomes., • Ensure successful client adoption and implementation of Interconnected Commerce solutions, driving retention and satisfaction.Strategic Planning & Industry Experience, • Leverage deep industry expertise to develop innovative strategies that align with clients’ business needs and trends in the telecom industry., • Anticipate client challenges and market shifts to position iQmetrix as a trusted advisor and partner., • Identify opportunities to strengthen account engagement, increase Net Promoter Scores (NPS), and expand wallet share.Sales Growth, • Negotiate and close complex agreements, ensuring profitability and alignment with iQmetrix strategic goals., • Drive up-selling and cross-selling opportunities across iQmetrix suite of solutions, enhancing client value., • Create compelling business cases and tailored value propositions to influence client decisions and achieve sales targets.Client Engagement & Retention, • Serve as the client advocate, ensuring their needs are understood and addressed throughout the engagement lifecycle., • Proactively solicit feedback and use insights to improve client satisfaction and outcomes., • Build long-term relationships founded on trust, collaboration, and a commitment to delivering measurable results.Qualifications:, • Required:, • 10+ years of experience in account management, sales, or digital transformation within telecom, technology, or a related industry., • Proven ability to manage complex client relationships, collaborate with senior executives, and close large, multi-year deals., • Expertise in developing and executing account strategies, leading negotiations, and driving revenue growth., • Preferred:, • Demonstrated success in achieving and exceeding multi-million-dollar annual sales quotas., • Consultative selling skills and the ability to influence decision-makers in ambiguous or complex environments., • Strong knowledge of telecom retail trends, challenges, and opportunities., • Technical proficiency in systems integration, computing, and cloud solutions.Skills & Competencies:, • Exceptional relationship-building and communication skills., • Strategic thinker with the ability to anticipate industry changes and align solutions to client needs., • Results-driven approach, focused on delivering measurable client and organizational success. Powered by JazzHR pouZR7krFD

Job DescriptionSalary: About Us: Geek+ is a global leader in robotic solutions for logistics, pioneering Autonomous Mobile Robot (AMR) technology that transforms warehouse and supply chain automation. As the #1 AMR provider worldwide (Source: Interact Analysis), we empower businesses with innovative, intelligent automation solutions that enhance productivity, reduce costs, and improve operational efficiency. Our North American headquarters in San Diego, California, fuels our expansion in the U.S., Canada, and Mexico. At Geek+, we believe in a collaborative, fast-paced, and technology-driven environment where our team members are empowered to take ownership, solve complex challenges, and drive impact at scale. Position Overview: We are seeking a Senior Solution Engineer with 5+ years of experience in logistics automation, robotics, or supply chain optimization. This role requires a deep understanding of automation technologies, strong project leadership capabilities, and expertise in designing end-to-end robotic solutions. As a key technical advisor, you will work closely with Fortune 500 companies, implementation partners, and internal teams to drive the successful adoption of Geek+ automation solutions. Key Responsibilities: • Advanced Solution Design & Technical Leadership, • Client & Stakeholder Engagement, • Act as a trusted advisor to clients, guiding them through automation transformation., • Provide ongoing consultation and automation roadmaps for long-term customer success., • Cross-functional Collaboration & Innovation Qualifications & Skills: • Bachelor's degree in Supply Chain Engineering, Industrial Engineering, Robotics, or a related field., • Expert-level proficiency in AutoCAD 2D layout design., • Strong knowledge of warehouse automation technologies, robotics, and material handling systems., • Proven experience in leading automation projects and delivering ROI-driven solutions., • Excellent analytical, problem-solving, and project management skills., • Experience with WMS/WES/WCS integration is a strong advantage., • Mandarin proficiency is a plus but not required., • Willingness to travel to customer sites and project locations. Why Join Us? • Work with a global leader in robotic automation., • Engage with top-tier clients and industry innovators., • Contribute to cutting-edge warehouse automation projects., • Be part of a company that values teamwork, growth, and innovation. If you're passionate about robotics, automation, and driving operational excellence, we'd love to hear from you!

Job DescriptionStrength in Trust OneTrust's mission is to enable organizations to use data and AI responsibly. Our platform simplifies the collection of data with consent and preferences, automates the governance of data with integrated risk management across privacy, security, IT/tech, third-party, and AI risk, and activates the responsible use of data by applying and enforcing data policies across the entire data estate and lifecycle. OneTrust supports seamless collaboration between data teams and risk teams to drive rapid and trusted innovation. Recognized as a market pioneer and leader, OneTrust boasts over 300 patents and serves more than 14,000 customers globally, ranging from industry giants to small businesses. The Challenge Mid Market Account Executives have a critical role and responsibility to deliver new client acquisition in zero-base accounts, while also ensuring successful relationships and revenue growth with existing customers. We invest heavily in our Sales Team through demand generation, methodology-driven sales philosophy, weekly sales trainings, customer-driven roadmaps, and a readily-available executive team to help close deals. Our Account Executives have a significant total contract value (TCV) opportunity with uncapped commission! Your Mission The Account Executive (AE) is responsible for consistently generating, qualifying, and executing opportunities that solve complex problems to support our customers within a targeted geographic territory in the pursuit of becoming more trusted organizations. • Uncover net new business opportunities and successfully take them through the sales cycle to closure., • Will be responsible for sourcing and qualifying sales opportunities, setting proper customer expectations, handling negotiations and accurately forecasting to management., • Utilize two-sided discovery to build relationships, understand the customers' needs and articulate valuable solutions to ensure OneTrust is viewed as a trusted advisor., • Understand key competitors and their strategies to clearly differentiate OneTrust's solutions in the marketplace., • Identify and leverage contributors, leaders, and champions to drive execution of the sales strategy . Your experience includes: • Experience selling B2B software/SaaS or related technologies., • Ideally 3+ years of software sales experience., • Track record of performance with landing net new logos using Value Selling while growing and supporting existing key accounts., • Experience consistently generating net new pipeline including sales sourced pipeline., • Previous experience running sales presentations and demos., • Familiarity with Salesforce.com or similar CRM solutions., • Fluency in English Each role may have specific requirements or flexibility depending on the scope of the position, so we encourage you to verify this with your recruiter during your first interview. Benefits As an employee at OneTrust, you will be part of the OneTeam. That means you'll receive support physically, mentally, and emotionally so that you can do your best work both in and out of the office. This includes comprehensive healthcare coverage, flexible PTO, equity RSUs, annual performance bonus opportunities, retirement account support, 14+ weeks of paid parental leave, career development opportunities, company-paid privacy certification exam fees, and much more. Specific benefits differ by country. For more information, talk to your recruiter or visit onetrust.com/careers. Resources Check out the following to learn more about OneTrust and its people: • OneTrust Careers on YouTube Recruitment fraud warning: OneTrust is aware of scams involving false offers of employment with our company. The fraudulent jobs, interviews and job offers use fake websites, email addresses, group chat and text messages. Be aware that we never ask candidates for personal information, IDs or bank information during the interview process. We do not interview prospective candidates via instant message or group chat, and do not require candidates to purchase products or services, or process payments on our behalf as a condition of any employment offer. Please note that any legitimate interview availability requests will come directly from a OneTrust recruiter with an "@onetrust.com" email address. You may also receive legitimate emails from "@us.greenhouse-mail.io". Recruiters will only reach out to candidates who have applied for a role through our ATS (Greenhouse) or prospects via LinkedIn InMail. Job offers will come from a recruiter and may have a "@docusign.net" email address. For more information or if you have been targeted please reach out to . Our Commitment to You When you join OneTrust you are stepping onto a launching pad — the countdown has begun. The destination? A career without boundaries working alongside a diverse and inclusive crew who is passionate about doing meaningful work. As a pioneer, your voice and expertise will help chart the direction of an entirely new category. Our commitment to putting people first starts with you. Your growth is part of the mission. Our goal is to give you the power to embark on the next phase of your uniquely, unique career. OneTrust 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 local laws.

Job Description At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. Operations Assistant We are looking for an Operations Assistant to join our growing team in Atlanta, Georgia. The ideal candidate is a go-getter who is task-oriented, loves learning new things, and is a self-motivated team player. The Operations Assistant is responsible for an array of operational duties that support the broader Client Service Team. A successful Operations Assistant may not have Financial Services experience but is passionate about learning the industry and building a long-term career with a values-driven organization. This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period. Core Functions: • Answer and route incoming client calls to the appropriate Client Service Associate/Manager or Investment Advisor, • Monitor inbound client account requests, • Support quarterly reporting, • Bachelor’s degree, preferred, • 0-1 years of corporate work experience in customer service, operations, or administration or relevant university coursework and/or internship experience, • Client-first attitude, • Handles confidential and highly sensitive information with ultimate discretion, • Proven ability to work collaboratively with others, • Self-starter with the ability to execute tasks with little oversight, • Excellent ability to manage competing priorities, • Excellent communication and time management skills, • Proficiency in Word, Excel, PowerPoint, and Outlook, • Committed to a culture of compliance Powered by JazzHR vCYTcRxhIe

Job DescriptioneDiscovery Technical AdvisorEmployment Type: Full-Time, Executive-LevelDepartment: Legal CGS is seeking a dedicated eDiscovery Technical Advisor to join a fast-paced and hard-working team to assist with any legal accounts. As an eDiscovery Technical Advisor, you will play a key role in supporting various aspects of the company's portfolio. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; - Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; - Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; - Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; - Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; - Contractor shall analyze search/collection results for data gaps; - Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; - handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; - Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; - Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; - Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; - Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; - Contractor shall document electronic discovery plans and procedures for each individual case; - Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; - Contractor shall provide eDiscovery collections on criminal cases. Qualifications:- 5 (five) years of eDiscovery/litigation support experience with a focus on client solutions.- 3 (three) years of progressive more responsible experience on major lit support projects.- 2 years in Relativity, beyond document review coding.- Excellent communication, presentation, and interpersonal skills with both eDiscovery technical teams and non-technical business leaders and team players.- Ability to work in a fast-paced environment and agile work environment.- Experience and familiarity with eDiscovery Services covering all realms of the EDRM (File to Trial).- Must be a U.S. Citizen.- The ability to obtain a U.S. Government security clearance (active clearance preferred).- BS/BA degree or equivalent work experience (JD highly preferred). Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Phone: +1 (888) 680-5916Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionDescription: Dynasty Financial Partners is seeking an individual to join the firm as a Relationship Manager on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one of the most important roles within our company, because you are the head of the relationship between our client firms and Dynasty. It is the RM’s job to project manage all the various projects a client firm is working on with Dynasty, along with being a strategic advisor to the leadership of the Network firm. The RM will be expected to lead the effort to drive profitability and growth within these organizations. This specific role will be based in Atlanta, Georgia, at the site of a client firm of Dynasty and will be focused on this relationship specifically. RESPONSIBILITIES: The Relationship Manager for the Dynasty will have responsibility and accountability for the following: • Relationship Management: Ensure clients of Dynasty receive prompt responses to inquiries. Problem solve a variety of situations using creative thinking. Act as an outsourced chief operating officer (OCOO), so that principals of the business can maintain focus on growth., • Strategic Coach: Work with principals of the firms to design and implement business plans. Assist with evaluation of RIA’s internal teams. Provide on-going feedback around the firm’s business model with a specific focus around client development., • Project Management: Be able to coordinate multiple parties to work towards clear goals and hurdles. Collect information from multiple parties and provide clear communication back to the client and senior management., • Transition Specialist: Prior experience in handling a wealth management firm’s transition onto a new technology solution/platform, or a transition of an actual advisor team to a new firm., • Communication: Dynasty’s headquarters are based in St. Petersburg, Florida and so the VP will be responsible for reporting back to senior leadership on progress within the relationship and identify any issues., • Work Travel: Members of the Relationship Management Team expect to travel most weeks, as we do believe in building relationships through face-to-face meetings. Since this position is to be located at the headquarters of a client firm, less travel than normal could be expected. However, travel will still be involved, at the very least to travel back to Dynasty HQ in St. Petersburg, Florida. Requirements: QUALIFICATIONS • Bachelor’s Degree in Business Administration, Finance, Economics, or related field required, • Experience in corporate development, investment banking, private equity, or strategic consulting roles with a focus on M&A and corporate strategy, preferred., • Understanding of financial analysis, valuation methodologies, and deal structuring., • Strong attention to detail and ability to handle and process complex information accurately., • Strong communication skills (both oral and written) and interpersonal skills., • Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines., • Detail oriented and thorough in completing projects/tasks., • The most important factor is being able to be a self-starter and take the initiative on projects., • Good presentation and public speaking skills., • Strong communication and interpersonal service skills., • Excellent writing, presentation, and organizational skills., • Detail oriented and thorough in completing projects/tasks., • Intellectual curiosity and critical thinking skills., • Must have initiative and ability to complete tasks with minimal supervision., • An interest in working in a team environment with a willingness to pitch in where needed., • Excellent Powerpoint and Excel skills., • Experience in one or more of the following career paths will definitely be a plus:, • Wealth Management: Experience working in the wealth management world, whether that be as an advisor, manager or support role. The key requirement is having a deep knowledge of concepts and operational relationships that are part of running a wealth management firm., • Practice Management: The ability to work with advisors/company leaders to help them drive growth and profitability within their firms., • Health Insurance, • Dental insurance, • Vision insurance, • Retirement plan 401(k), • 401(k) matching, • Paid Time Off, • FSA/HSA benefits plans, • Disability benefits, • Voluntary Life Insurance

Job Description Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets. Position Summary The Vice President of Sales will play a critical role in shaping and executing the company's sales strategy. Reporting directly to the CEO, this individual will oversee and mentor a small but talented team, which includes 2 sales representatives, 1 marketing specialist, and 1 customer success representative. Successful candidate will have a track record of building and scaling sales teams from the ground up, managing a mid-sized sales force, possesses excellent leadership skills, and is adept at implementing efficient sales processes to drive predictable revenue growth, while also having a deep understanding of the target market and customer needs within the software industry. Key Responsibilities • Strategic Leadership: Develop and execute a comprehensive sales strategy aligned with company goals, ensuring sustainable revenue growth., • Team Development: Recruit, train, and mentor a high-performing sales team, fostering a culture of accountability, collaboration, and success., • Revenue Growth: Drive new customer acquisition and maximize upsell/cross-sell opportunities within the existing customer base to achieve aggressive revenue targets., • Process Optimization: Design and implement scalable sales processes, tools, and metrics to improve efficiency and effectiveness across the sales organization., • Cross-l Collaboration: Work closely with marketing, product, and customer success teams to align on go-to-market strategies and ensure a seamless customer journey., • Data-Driven Insights: Leverage analytics and KPIs to monitor sales performance, identify trends, and make informed decisions to optimize outcomes. HubSpot reporting, • Market Expansion: Identify and pursue new market opportunities, including exploring untapped verticals and geographic territories., • Achieving sales goals. Generate leads, build relationships, and close deals. Includes building out price cost models, preparing budget and planning materials for client, presenting at prospect board meetings, demoing our proprietary software, and communicating our value proposition., • Respond to RFP's with help from the team., • Tradeshows. Research the most beneficial tradeshows/conferences for the company to attend and coordinate presence at same., • Manage sales staff. Set goals, provide coaching, establish accountability metrics for staff. o Ensure all sales activity is logged in CRM. Leverage CRM software to manage and develop pipeline., • Maintain current pipeline status reports, • Research and understand competitive landscape, • Ensure company has current sales enablement tools (collateral materials, presentation materials, case studies, web site info, etc.), • Become familiar (and even an expert) with our clients' business needs and our proprietary software., • 8+ years of sales leadership experience, with at least 3 years in a VP or senior sales management role., • Proven track record of scaling sales teams and driving significant revenue growth in a SaaS or software company., • Exceptional ability to recruit, develop, and retain top sales talent., • Strong understanding of modern sales methodologies, CRM tools (HubSpot preferably), and sales enablement technologies., • Data-driven mindset with the ability to analyze performance metrics and make informed decisions., • Excellent communication, negotiation, and interpersonal skills., • Experience collaborating with cross-functional teams to align sales strategies with overall business objectives., • Competitive salary and performance-based incentives., • Comprehensive benefits package, including health, dental, and vision coverage., • Equity opportunities in a growing company., • A collaborative, innovative, and high-growth environment., • Opportunities for professional development and career advancement. The expected base salary for this position is: $200,000 - $230,000/ USD and includes incentive compensation and equity (when applicable). Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience. Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. Beware of Recruitment Scams We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. Protect yourself by following these steps: • Verify that all communications from our recruiting team come from an @banyansoftware.com email address., • Remember, employers will never request payment or banking information during the hiring process.

Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We’re partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm’s continued strategic growth. This is an outstanding opportunity for a tax professional who values flexibility, collaboration, and career advancement—all while working with high-quality clients in a supportive environment. Key Responsibilities * Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals * Provide strategic tax planning and compliance services, identifying opportunities for savings and improved efficiency * Review complex returns and research technical tax issues to ensure compliance with federal and state regulations * Build and maintain strong client relationships, serving as a trusted tax advisor * Mentor, train, and develop staff members * Stay current with evolving tax laws and advise clients proactively * Support business development initiatives, including new client opportunities and firm growth efforts Qualifications * Active CPA license required * Bachelor’s degree in Accounting or related field * 4+ years of public accounting experience focused on tax * Strong technical knowledge of federal and state tax regulations * Excellent analytical, communication, and client service skills * Ability to work independently and collaboratively in a hybrid or remote environment Why Join This Firm? Hybrid work environment with flexible scheduling Competitive compensation including base salary + performance bonuses Comprehensive benefits: health, dental, 401(k) match, and profit sharing Generous PTO and paid holidays A leadership team that invests in professional development and long-term career growth If you’re a motivated Tax Manager seeking a hybrid opportunity with a growing public accounting firm that values balance, autonomy, and excellence — we’d love to connect. Apply by sending your resume to Direct: 605-273-2108