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Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance Position Summary The Settlements Specialist is a core member of the Clearing Operations team responsible for ensuring the accurate and timely settlement of all securities transactions across equities, fixed income, options, and other supported asset classes. This role mitigates financial, operational, and counterparty risk by overseeing the full posttrade lifecyclefrom trade validation and affirmation to settlement finalitywhile coordinating closely with clearinghouses (DTC/NSCC/OCC), custodians, introducing brokerdealers, counterparties, and internal teams. The Settlements Specialist is expected to maintain a high level of accuracy, operate expertly under timecritical conditions, and serve as a subjectmatter expert (SME) in T+1/T+2 settlement cycles, market deadlines, regulatory requirements, reconciliation controls, and exception management. The position plays a key role in safeguarding firm and customer assets through strong knowledge of clearing operations, settlement mechanics, industry utilities, and regulatory rules. Key Responsibilities 1. Trade Settlement Processing • Ensure accurate, timely settlement of trades across equities, fixed income, ETFs, and options., • Review trade files for completeness and accuracy before settlement allocation., • Process and reconcile trades through DTC, NSCC, and OCC systems., • Validate settlement instructions, counterparty details, and account data prior to release., • Coordinate with counterparties to ensure confirms, allocations, and trade affirmations are completed on deadline.2. Exception Management & Break Resolution, • Investigate and resolve trade discrepancies including mismatched quantities, prices, CUSIPs, or counterparties., • Manage DKs (Dont Knows), unmatched trades, and settlement fails through proactive communication., • Partner with introducing brokerdealers to correct booking errors or repair trade details., • Track and clear settlement fails per regulatory timelines, including buyins and obligations under T+1/T+2 frameworks., • Document all exceptions and escalation paths for compliance and audit readiness.3. Cash & Position Reconciliations, • Perform daily reconciliations between internal books, DTC/NSCC/OCC, and custodians., • Identify position differences, cash breaks, and settlement variances; resolve within defined SLAs., • Monitor freecredit balances, margin impacts, settlementrelated debits/credits, and liquidity implications., • Support endofday close processes and ensure accurate ledger posting.4. Regulatory & Risk Controls, • Adhere to SEC, FINRA, and clearinghouse rules related to trade settlement, buyins, delivery obligations, and asset protection., • Ensure compliance with Rule 15c33, 15c31, and industry guidance on settlementcycle risk management., • Maintain documentation and support internal audits, regulatory exams, and operational risk assessments., • Execute operational controls designed to prevent settlement exposure or client harm.5. Client & Counterparty Interaction, • Act as a primary point of contact for introducing brokerdealers regarding settlement inquiries., • Communicate settlement status, exceptions, deadlines, and funding requirements., • Assist clients with understanding settlement mechanics, counterparty obligations, and fail risk., • Liaise with market counterparties, custodians, and clearinghouses to ensure smooth settlement workflows.6. Operational Technology & Data Integrity, • Utilize clearing and settlement systems such as:, • DTC Settlement Web, • NSCC RTTM, • OCC systems, • Broadridge, FIS, BETA, Pershing platforms, • Proprietary OMS/Clearing systems, • Validate trade feeds, data interfaces, and reconciliations from upstream systems., • Assist with system enhancements, process automation, and workflow improvements., • Participate in UAT for new settlements tools, entitlement/position engines, and system upgrades.7. CrossFunctional Coordination, • Work with Margin, Risk, Corporate Actions, Compliance, and Finance teams to manage trade impacts., • Coordinate with the Corporate Actions team when events affect settlement (e.g., splits, mergers)., • Support New Account, Onboarding, and Relationship teams with operational setup and education., • Bachelors degree in Finance, Business, Accounting, Economics, or related field (or equivalent handson experience)., • 25 years of experience in settlements, clearing operations, custody operations, or brokerdealer operations., • Strong understanding of posttrade workflows, settlement cycles, fail management, and market deadlines., • Familiarity with DTC, NSCC, OCC, custodian processes, and standard industry messaging formats., • FINRA Series 99 (Operations Professional) strongly preferred., • Series 7 helpful for deeper product knowledge., • Excellent analytical and reconciliation skills., • Strong attention to detail and commitment to accuracy., • Ability to perform well under timesensitive conditions., • Strong communication and relationshipbuilding skills with clients and counterparties., • Ownership mindset: ability to escalate risk and prevent settlement exposure., • Adaptability and comfort navigating evolving regulatory and operational environments.

Job DescriptionMEP Manager – Contract Position – Data Center / Mission-Critical Construction Project Location: Texas Pay: $60–$105 per hour, depending on experience Per Diem: $65–$120 per day, subject to eligibility Start Date: ASAP Duration: Minimum 6 months We are seeking an experienced MEP Manager to support a major data center or large-scale construction project in Texas. This is a contract opportunity suited to a professional with strong mechanical, electrical, plumbing, and systems coordination experience within mission-critical, industrial, healthcare, commercial, or large-scale construction environments. The successful candidate will coordinate MEP design, installation, quality, commissioning readiness, subcontractor performance, and field execution to ensure successful delivery of complex building systems. Key Responsibilities • Manage MEP coordination across mechanical, electrical, plumbing, fire protection, controls, and related building systems., • Coordinate with Project Managers, Superintendents, trade contractors, engineers, vendors, commissioning teams, and client representatives., • Review drawings, specifications, shop drawings, submittals, RFIs, equipment schedules, and installation plans., • Support constructability reviews, clash resolution, sequencing, logistics, and system integration., • Monitor MEP progress against the project schedule and identify risks that may impact delivery., • Coordinate inspections, testing, commissioning readiness, punch lists, and turnover documentation., • Ensure MEP work is completed in line with project specifications, codes, safety requirements, quality standards, and client expectations., • Support issue resolution relating to equipment, installation, design coordination, commissioning, and field conflicts., • Previous experience as an MEP Manager, MEP Coordinator, Mechanical Manager, Electrical Manager, or Building Services Manager on large-scale projects., • Strong understanding of mechanical, electrical, plumbing, fire protection, controls, and commissioning processes., • Experience with data centers, mission-critical, healthcare, industrial, semiconductor, commercial, or other complex MEP-heavy projects is highly desirable., • Ability to review and interpret MEP drawings, specifications, submittals, RFIs, equipment schedules, and coordination documents., • Strong knowledge of construction sequencing, trade coordination, safety, quality, and commissioning requirements., • Experience with BIM coordination, Navisworks, Revit, Procore, Bluebeam, or similar tools is advantageous., • Strong communication, coordination, leadership, and problem-solving skills.

Job DescriptionAs an Account Manager at GLM, you’ll play a key role in driving value for our clients by ensuring accurate, efficient, and cost-effective management of their solid waste and recycling programs. This role goes beyond customer service—you’ll be the trusted point of contact for assigned accounts, auditing vendor invoices, resolving issues, and delivering timely, accurate reporting that helps our clients achieve measurable savings. We’re looking for someone who thrives in a fast-paced environment, balances detail with big-picture problem-solving and enjoys building strong relationships with both customers and vendors. If you’re highly organized, tech-savvy, and motivated to grow with a collaborative team, you’ll find this role both challenging and rewarding. Must have a strong working knowledge of Excel. | Be the go-to partner for your accounts – manage day-to-day communications, promptly respond to requests, and ensure clients feel supported and confident in our services. | Drive accuracy and cost savings – audit and process a high volume of invoices from waste and recycling vendors, verifying rates, service levels, and purchase order details to ensure clients receive maximum value. | Own the reporting process – prepare clear, timely monthly reports and invoices, ensuring clients and internal stakeholders always have accurate insights. | Keep accounts running smoothly – track vendor contracts, renewal dates, and service benchmarks to prevent issues before they arise. | Problem-solve with impact – resolve client and vendor concerns with professionalism, turning potential challenges into opportunities to build trust. | Stay organized and efficient – maintain account directories, scan and file documentation, and manage multiple priorities without missing deadlines. | Contribute to team success – collaborate with peers and management, and take on special projects that help improve processes and deliver better results.

Job Description At E Tech Group, joining our team means joining a group of passionate and forward-thinking experts. We're one of the largest engineering and system integration firms in the United States providing value for our clients through IT automation and control solutions for more than 30 years to the Life Sciences, Mission Critical, Metals & Mining, Warehousing & Distribution, and CPG/Food & Beverage industries. Our national and global scale allows us to help our clients develop and implement standardized solutions at any of their facilities regardless of physical location or the local resources available at that site. We're adding to our team! We are seeking an Account Manager to serve as the primary relationship owner for assigned clients, acting as a trusted advisor across automation, controls, and integration services. This role focuses on long-term account growth, customer satisfaction, and coordination between clients and internal engineering, project, and service teams. The ideal candidate understands the technical nature of systems integration projects and can translate client needs into actionable scopes while identifying opportunities to expand services. You will: • Own and manage assigned client accounts, serving as the primary point of contact., • Build trusted, long-term relationships with client stakeholders at multiple levels., • Maintain regular communication to understand client goals, challenges, and upcoming initiatives., • Identify opportunities for expanded services, upgrades, and new projects within existing accounts., • Collaborate with engineering and project teams to develop solutions that align with client needs., • Support proposal development, pricing coordination, and contract negotiations., • Meet or exceed assigned revenue and margin targets for managed accounts., • Act as the bridge between clients and internal teams, ensuring clear communication and expectation alignment., • Participate in project kickoff meetings and key milestone reviews as needed., • Ensure scope clarity and assist with change management discussions., • Advocate for the customer while balancing project execution realities., • Maintain a working understanding of automation platforms, control systems, OT networks, and integration services., • Stay informed on industry trends, standards, and emerging technologies relevant to client markets., • Partner with technical teams to ensure proposed solutions are practical, scalable, and compliant., • Monitor account health and proactively address issues or concerns., • Contribute to continuous improvement through client feedback and lessons learned., • 3+ years of experience in account management, sales, or business development within a systems integrator, automation firm, or related technical services environment., • Experience managing complex, project-based client relationships., • Strong communication and relationship-building skills., • Ability to understand and discuss technical concepts with engineers and non-technical stakeholders., • Proven ability to manage multiple accounts and priorities simultaneously., • 401k + match + prompt enrollment. E Tech Group employees are 100% vested upon entry., • Prompt enrollment into Medical, Dental, and Vision benefits., • Generous paid time off that includes paid vacation, paid holidays, paid family leave and sick time off., • Learning and growth are key parts of the E Tech culture. We provide you with training and continuing education from day one, so you can advance your career. As an E Tech associate, you can unlock your greatest potential through challenges and opportunities. E Tech Group is an Equal Opportunity Employer. Applicants are considered for employment without regard to race, color, religion, sex, age, disability, military status, genetic information, gender identity, sexual orientation, citizenship status, or any other basis prohibited by law. E Tech Group will provide reasonable accommodations to qualified individuals with disabilities and for religious beliefs. E Tech Group is an Affirmative Action Employer of individuals with disabilities and protected veterans.

Job Description Job Title: Production Workers (Manufacturing) Location:6901 Preston Road, Plano, TX 75024 United States of America Client: Medical Device Manufacturing Contract type: W2 Pay rate: $14-17.61/hr We are currently hiring for several Production Worker / Assembler / Operator positions across different areas of our manufacturing operations. We are seeking reliable, detail-oriented production workers and operators with prior manufacturing experience who are eager to contribute to the production of high-quality, life-saving medical devices. Position Overview As a Production Worker / Operator / Assembler, you will support the assembly, packaging, and handling of medical devices in a controlled manufacturing environment. This operator role may involve working in both cleanroom and warehouse settings, using specialized tools and equipment while following strict quality and safety standards. As a manufacturing operator, you will play a key role in ensuring efficient and compliant production processes. Key Responsibilities • Perform assembly and packaging of medical devices as an assembler/operator in a cleanroom manufacturing environment, • Operate and monitor manufacturing equipment and tools, including microscopes and scanners, as a production operator, • Conduct basic soldering tasks for small components (training available if needed) as part of operator duties, • Follow detailed work instructions, manufacturing procedures, and safety guidelines, • Maintain accurate production and quality records in alignment with Good Manufacturing Practices (GMP), • Support material handling and inventory movement within the manufacturing facility, including use of pallet jacks and manual lifting, • Work with precision components requiring attention to detail and high manufacturing quality standards, • Collaborate with team members and other production operators under moderate supervision Preferred Skills & Experience • Previous manufacturing, assembler, or production operator experience (strongly preferred), • Familiarity with:, • Hand-held scanners used in manufacturing operations, • Microscopes (for detailed inspection or assembly operator work), • Soldering small components in a production environment, • Ability to work in a cleanroom manufacturing environment and follow strict protocols, • Comfortable working with technical equipment and detailed operator processes Qualifications • High School Diploma or GED required, • Ability to perform manual tasks typical of a production worker/operator, including lifting and moving materials, • Cleanroom manufacturing setting (protective gear required), • Warehouse environment supporting production operations and material movement, • One onsite interview with the Hiring Manager, Lead Technician, and Senior Manager Company DescriptionATR International is a staffing and workforce solutions firm providing high‐quality talent across a wide range of industries, including technology, operations, and professional services.ATR International is a staffing and workforce solutions firm providing high‐quality talent across a wide range of industries, including technology, operations, and professional services.

Job Description Position Overview Partners Personnel is seeking a highly organized and proactive Onsite Staffing Manager to oversee daily workforce operations at our client location. This role is responsible for managing contingent staff, ensuring optimal workforce performance, maintaining client relationships, and supporting recruitment and onboarding efforts. The ideal candidate thrives in a fast-paced environment and excels at problem-solving, communication, and team leadership. Key Responsibilities • Serve as the primary point of contact between the client and Partners, • Manage daily attendance, scheduling, and shift assignments, • Monitor employee performance, productivity, and compliance with workplace policies, • Coordinate onboarding, orientation, and training for new hires, • Address employee relations issues, including coaching, disciplinary actions, and conflict resolution, • Maintain accurate records of hours worked, payroll data, and reporting metrics, • Partner with recruiting teams to ensure staffing levels meet client demands, • Conduct regular check-ins with client leadership to ensure satisfaction and identify needs, • Strong leadership and interpersonal skills, • Excellent organizational and multitasking abilities, • Proficiency in Microsoft OfficeCompany DescriptionOur Professional Division works with clients as a stakeholder in their hiring strategy and process. We facilitate a solid match for our employees and clients, examining the experience and team dynamics required for a great match. Our professional team was handpicked from 25 years of recruiting and staffing experience to build our Professional team to be the best in the industry. We focus on professional placements in your Executive Placement, Accounting & Finance, Human Resources, and Administrative Support areas. We place candidates leveraging direct hire, contract-to-hire, contingent, and “Smart Hire” modalities.Our Professional Division works with clients as a stakeholder in their hiring strategy and process. We facilitate a solid match for our employees and clients, examining the experience and team dynamics required for a great match. Our professional team was handpicked from 25 years of recruiting and staffing experience to build our Professional team to be the best in the industry. We focus on professional placements in your Executive Placement, Accounting & Finance, Human Resources, and Administrative Support areas. We place candidates leveraging direct hire, contract-to-hire, contingent, and “Smart Hire” modalities.

Job DescriptionDescription: COMPANY SUMMARY SpectrumVoIP is a privately-owned company founded in 2007, now grown to be the largest Texas-based Cloud Hosted VoIP Provider in the US. We deliver state-of-the-art cloud-hosted phone service utilizing the finest feature-rich platform available in the US. We are uniquely differentiated from competitors in the marketplace in that we offer Unlimited Features to our customers at a simple flat-rate price. Our solution is constantly advancing with the changing environment. Join a growing company with a fast-paced and engaging work environment that encourages team members to reach their full potential. We promote a culture of excellence that celebrates diversity, innovative thinking, and dedication to consistently exceeding client expectations. POSITION SUMMARY The Inside Account Manager is responsible for generating new sales at a rate or above the assigned quota. Requires 1 year of business to business (B2B) inside sales experience. The Inside Account Manager is someone with a prodigious work ethic together with an energetic outgoing personality, including a proven track record of closing sales and exceeding sales quota within the telecommunications industry. The Inside Account Manager must adopt SpectrumVoIP’s structured sales process that includes methodical, disciplined, CRM documentation as well as the utilization of all available tools for cold calling, to self-generate sales. Includes working prospects through assigned cadence of calls emails and LinkedIn connect requests. Engaging and setting appointments for the purpose of presenting SpectrumVoIP to win business. This position requires daily presence in our Plano HQ office and does NOT include a WFH “work from home” alternative in any way. ESSENTIAL JOB FUNCTIONS • Cold calling and networking to set appointments and pitch SpectrumVoIP., • Working a methodical campaign of calls, emails, and social media connections via the CRM tool., • Manage new and existing deals through all stages of the sales cycle., • Quickly develop value-based business relationships with B2B customers, • Service and grow business by planning and organizing daily, weekly, and monthly work., • Keep management informed by submitting activity reports, such as daily call logs, and weekly work plans. Leveraging our CRM platform, • Possess strong business acumen, tenacity, and proven ability to influence a broad range of decision makers., • Mastery of Telecommunications Technologies, • Goal oriented with a proven ability in handling multiple priorities and details in a multi-tasking, fast paced environment while maintaining a professional image always., • Working knowledge of sales concepts, methods, and techniques, • MS Office, HubSpot and Apollo experience., • Regularly maintains a consummate Professional Demeanor, • Comfortable in a fast-paced environment with ability to learn quickly and think analytically. SpectrumVoIP is committed to investing in health and wellness programs for all employees and their families. Our benefits and perks programs include, but are not limited to: • Health & welfare benefits (Medical, Dental, Vision) eligible after 30 days, • 100% Employer paid coverage for Employee Only HDHP plan + contribution to HSA account, • Additional ancillary benefit plans, • Employee Assistance Program, • Paid Training / Expansive Learning Management System (LMS), • Paid Holidays, • Paid Sick Leave, • Paid Parental Leave, • Referral Program, • Flexible PTO plan, • 401K options & matchingRequirements:, • Bachelor’s degree from an accredited college/university or equivalent experience., • 1+ years of business to business (B2B) inside sales experience in telecommunications industry., • Business to business (B2B) cold calling experience required., • Ability to self-manage and work independently, as well as part of a team., • Proven sales experience including all forms of prospecting.

Job Description The Bilingual Account Manager provides essential support to the Client Operations team, ensuring the accurate and timely execution of client programs, order processing, and operational documentation. This role plays a key part in day-to-day operational coordination and contributes to onboarding, reporting, and service delivery across multiple client accounts. This position is ideal for a detail-oriented, client-focused professional with prior account management experience within banking, high-end retail, hospitality, or other professional services environments. Primary Responsibilities • Manage day-to-day client accounts, ensuring services are delivered in alignment with contractual agreements and service level expectations., • Serve as a primary point of contact for client inquiries, providing timely and professional support., • Coordinate onboarding activities for new programs, including system setup, validation testing, and internal documentation distribution., • Oversee the setup, maintenance, and ongoing administration of client programs within internal systems., • Perform end-to-end testing to ensure accuracy prior to launching new client programs., • Create and maintain operational procedures and documentation to support consistency and efficiency., • Manage and resolve client-related issues, including disputes and voucher requests, through investigation, processing, and reporting., • Generate and deliver recurring reports to clients within established timelines and SLAs., • Collaborate cross-functionally with internal teams, global partners, and third-party vendors to ensure seamless service delivery. Qualifications & Skills • Fluent in Spanish (written and spoken); Portuguese is a plus., • Prior account management or client-facing experience required, ideally within banking, high-end retail, hospitality, or other professional services environments., • Strong attention to detail with a commitment to accuracy and quality., • Excellent organizational skills with the ability to manage multiple priorities in a deadline-driven environment., • Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint., • Strong communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders., • Demonstrated problem-solving ability with a structured, solutions-oriented approach., • Self-motivated and adaptable, with a strong sense of accountability and ownership., • High School Diploma or equivalent required.

Job Description The Presales Manager: Digital Workplace (DWP) PreSales Manager will be primarily responsible for creating winning Propositions and solutions for all Work Place Solutioning opportunities in North America Geography The DWP Presales Manager will have responsibility to provide technical solution. He/she will also be responsible for front ending all Solution Discussions with Customers, Onsite Sales team along with Sales Leaders, BDM’s, Account Managers, Solutioning experts and EUC Architects. He/she will report into the Geography Presales leaders and will take directions from him/her Requirements • 10+ years of IT experience, mostly in the areas of Infrastructure services and management, • The core focus of the role is to define requirements and deliver propositions/solutions to meet the needs of a variety of clients. There will be a particular focus on major end user computing infrastructure engagements., • Lead Presales activities for EUC services engagements and scope complex or critical IT programmes as well as high level business cases. Participate to develop and manage architecture governance structure on the basis of business, and IT strategies, as relevant for End User Services., • Working closely with sales team to support sales bid processes and generate leads and opportunities ., • Selecting and/or reviewing approaches and standards to suit client challenges and opportunities, • Extensive experience acting at a senior level with responsibility of delivering business critical solutions into enterprise scale organisations., • Experience of end-user computing solutions across a variety of business and IT functions – including knowledge of solution areas and vendors such as Microsoft, Citrix, VMWare, VDI, MSOffice, desktop migration., • Proven value delivery through complex, large scale solutions from business case to project review, • Should have in-depth understanding of technology stack and the next generation technology innovations in Market place., • Should possess excellent commercial acumen and experience of integrating and aligning business requirements, functional requirements and technical solutions, • Should have a thorough understanding of Public Cloud Architecture and its integration with On-premise solutions, • Knowledge of Active Directory, Messaging, Application Services., • Strong domain knowledge of End User Computing & Service Desk - Rich experience in Solution design for End User Projects and Managed Services deals., • In depth knowledge of key technologies like VDI, SCCM, MS Platforms related to end user, Citrix/VMware, • Have Strong Desktop Virtualization concepts (Planning, Consulting, Architecting, Implementing). Aware of various Desktop Virtualization models such HSD, Terminal Services, Client Side Virtualization. Good Knowledge of Application Virtualization platforms including XenApp, App-V and ThinApp. Knowledge in Active Directory, Group Policy and System policy, • Flair for pre-sales, customer interaction and fluency in communication is crucial. Exhibits excellent interpersonal skills. Should have excellent Communication Skills and should be able to successfully interface with Customer for Technical discussions. Rich Experience of handling CXO level discussions and positioning solutions, Excellent Presentation Skills Should have a thorough understanding of creating complex EUC Solutions and should have been responsible for creating Solutions as requested by the Customer in the RFP/RFI process.

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance Position Summary The BrokerDealer Operations Specialist plays a central role in the daily operational functions that support fullydisclosed and omnibus introducing brokers within a clearing firm. This position ensures the accurate processing of trade activity, settlements, reconciliations, margin adjustments, corporate actions interactions, account maintenance, and compliancecritical operational workflows. The Specialist serves as a subjectmatter expert (SME) in backoffice processes, clearing platform navigation, regulatory processing requirements, and crossdepartment coordination. This role is essential in maintaining operational integrity, mitigating financial and regulatory risk, and delivering highquality service to introducing brokerdealers. Key Responsibilities 1. Trade Support & Lifecycle Processing • Process, validate, and reconcile daily trade activity across equities, fixed income, ETFs, mutual funds, and options., • Review and resolve trade breaks, DKs, unmatched allocations, or incorrect booking details., • Monitor and support the trade lifecycle from execution allocation comparison settlement., • Coordinate with introducing brokers to correct trade discrepancies in a timely manner., • Ensure compliance with trade reporting (CAT, TRACE, MSRB, etc.) where operations responsibilities apply. 2. Clearing & Settlement Operations • Facilitate settlement via DTC/NSCC/OCC and custodial connections., • Monitor trade fails; support fail remediation, buyin processes, and settlement risk reduction., • Ensure settlement instructions, counterparty details, and funding requirements are accurate., • Coordinate with Settlements, Risk/Margin, and Treasury on settlementrelated funding and exposure impacts. 3. Account Maintenance & Operational Processing • Process new account openings, account transfers (ACATS), account updates, and restricted account workflows., • Review documentation and ensure account setup aligns with regulatory and internal policy requirements., • Monitor and process journaling of positions, cash movements, and corrections requests., • Support taxrelated operational events (cost basis adjustments, 1099 reporting updates, wash sale adjustments). 4. Reconciliations & Exception Management • Perform daily reconciliations of positions, cash, trade activity, and settlement status between internal books and external depositories., • Research and resolve breaks across DTC, NSCC, OCC, custodians, and the clearing platform., • Track operational exceptions and escalate aged items or risksensitive exposures., • Maintain auditready documentation for all reconciliations and event resolutions. • Assist in processing dividends, interest, splits, mergers, tender offers, and other event types., • Validate that event entitlements and allocations are accurately applied to client accounts., • Coordinate with the Corporate Actions team to ensure reconciliation of proceeds and event instructions. 6. Client Service & BrokerDealer Support • Act as the operational point of contact for introducing brokerdealers, providing guidance and timely responses., • Support brokers with inquiries involving trade corrections, account events, margin actions, and settlement outcomes., • Provide training and operational support for new brokers onboarding to the clearing platform., • Maintain strong communication channels to ensure operational clarity and prevent downstream errors. 7. Regulatory Adherence & Controls • Follow policies aligned with SEC, FINRA, OCC, and other regulatory bodies governing clearing operations., • Ensure books and records are maintained in compliance with Rule 17a3/4 and firm WSPs., • Support internal and external audits, regulatory examinations, and compliance reviews., • Identify gaps or risks in operational processes and recommend enhancements. 8. Technology, Systems, & Process Enhancements • Work within clearing and backoffice systems (e.g., Broadridge, BETA, FIS, proprietary platforms)., • Submit and validate tickets for system changes, data corrections, and workflow improvements., • Participate in User Acceptance Testing (UAT) for platform upgrades and automation tools., • Bachelors degree in Finance, Business, Economics, or related field (preferred but not mandatory with experience)., • 25 years of experience in brokerdealer operations, clearing operations, settlements, or related backoffice functions., • Strong understanding of trade lifecycle, clearing processes, regulatory environment, and securities products., • FINRA Series 99 (Operations Professional) strongly preferred., • Series 7 a plus for understanding productlevel nuances., • High attention to detail and accuracy under deadlines., • Strong analytical and problemsolving ability., • Excellent communication skills with both internal and external stakeholders., • Ability to manage multiple tasks in a fastpaced, timesensitive environment., • Riskawareness mindset with proactive escalation habits., • Adaptability to evolving market conditions, regulatory changes, and operational demands.

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance Position Summary The Corporate Actions Specialist plays a critical role within the clearing operations department, responsible for the accurate, timely, and compliant processing of voluntary and mandatory corporate action events across all asset classes. This specialist ensures that all entitlementssuch as dividends, interest, mergers, tender offers, rights, redemptions, spinoffs, reorganizations, proxy events, and class actionsare processed correctly for fully disclosed and omnibus introducing brokerdealer clients. This role requires a deep understanding of clearing operations, custodian workflows, DTCC/OCC processes, entitlement calculation, data validation, reconciliation, and regulatory guidelines impacting asset servicing. The Corporate Actions Specialist acts as a subjectmatter expert, interfacing with clearing partners, custodians, issuer agents, introducing brokers, technology teams, and compliance to mitigate risk and ensure flawless asset servicing execution. Key Responsibilities 1. Corporate Actions Processing • Process all mandatory events (e.g., cash/stock dividends, splits, mergers, conversions, calls/redemptions, reorganizations) with accuracy and within cutoff times., • Process voluntary events (e.g., tender offers, exchanges, rights subscriptions, elections) including generating client notifications, tracking responses, and submitting elections to custodians or depositories., • Validate event data received from DTCC, OCC, exchanges, issuer agents, custodians, and market data feeds., • Calculate entitlements, rates, allocations, and reconcile differences across systems and external sources., • Post entitlements (cash and securities) to customer accounts and omnibus structures.2. Risk & Exception Management, • Identify discrepancies in event details, entitlements, or elections and proactively escalate issues., • Monitor breaks and exceptions, resolve unmatched positions or missing elections, and clear exceptions within SLAs., • Perform daily reconciliations between internal systems, DTCC/OCC, and external custodians., • Prevent erroneous postings, missed elections, and financial exposure through rigorous control checks.3. Client Communication & Support, • Draft and distribute clear, timely corporate action notices to introducing brokers and internal stakeholders., • Serve as the subjectmatter expert for event interpretations, election requirements, deadlines, and market nuances., • Support client inquiries regarding entitlements, event details, and accountlevel impacts., • Guide introducing brokers on market standards, operational procedures, and eventspecific risks.4. Regulatory & Compliance Responsibilities, • Ensure compliance with SEC, FINRA, OCC, and DTCC rules governing corporate actions, disclosures, and entitlements., • Follow regulatory requirements for proxy processing, shareholder communications, and response timelines., • Maintain auditready documentation and support internal/external compliance reviews., • Participate in periodic testing and updates of Written Supervisory Procedures (WSPs).5. Technology, Data Integrity & Process Improvement, • Utilize clearing and custody systems (e.g., DTCC CA Web, OCC systems, Broadridge, FIS, BETA, GPS, proprietary OMS/clearing platforms)., • Validate accuracy of corporate action data feeds and coordinate with technology to resolve issues., • Identify automation opportunities, workflow enhancements, and process modifications to reduce manual risk., • Participate in UAT for system upgrades, entitlement engines, and workflow tools.6. CrossFunctional Collaboration, • Partner with Trading Operations, Settlements, Margin/Risk, Compliance, Technology, and Finance teams., • Work closely with the Clearing Operations Manager on new product onboarding and procedural changes., • Bachelors degree in Finance, Business, Economics, or related field (or equivalent experience)., • 37 years of experience in corporate actions, asset servicing, clearing operations, or custody environments., • Strong understanding of capital markets, securities processing, and lifecycle of corporate events., • Handson experience with DTCC CA Web, DTC settlements, OCC corporate actions, and market data providers., • FINRA Series 99 (Operations Professional) highly preferred., • FINRA Series 7 beneficial for understanding complex products., • Exceptional attention to detail and accuracy under tight deadlines., • Strong analytical and reconciliation skills., • Excellent written and verbal communication, especially when breaking down complex events., • Ability to identify operational risk and implement controls., • Skilled in Excel (VLOOKUP, pivot tables), data validation, and operational workflow tools., • Ability to work crossfunctionally and manage competing priorities.

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development Reports to: General Manager Department: Club Operations Purpose: The Personal Training Manager (PTM) leads and manages a team of Personal Trainers. PTMs are responsible for overseeing the personal training program in clubs to ensure the program adds value to members, the PF brand, and the companys core goals. This role is a hybrid of leadership and hands-on personal training, ensuring high-quality member experience while supporting personal trainers in meeting performance goals. The PTM will play a crucial role in growing the personal training business while maintaining a personal client load. Duties and Responsibilities: Leadership & Team Development: • Lead the Personal Trainers at the assigned location, in planning and implementing strategies to attract and keep members., • Conduct regular one-on-one and team meetings to align Personal Trainers with company goals and performance metrics. Send RPTM/RD weekly capstone emails to ensure the department is focused and delivering consistent results., • Oversee the execution of personal training programs, ensuring high-quality service delivery., • Fill in (or ensure appropriate coverage) for the PTs when they are unavailable to work as scheduled., • Create job postings, interview potential PTs, complete new hire processes, and train new hires., • Maintain an active personal training schedule to drive revenue and lead by example., • Ensure trainers follow company policies, including proper documentation and scheduling., • Responsible for conducting Team Player Assessments and evaluating the competencies of team members., • Support the hiring process through interviews and technical evaluations, • Provide input to help identify strong PT candidates, • Own onboarding and training for new PTs, • Lead coaching, day-one experience, systems training, and ongoing development, • Partner with GM on PT-specific performance concerns and coaching plansMember Experience & Engagement:, • Ensure all fitness programming aligns with our clubs vision and enhances the member experience., • Serve as a point of contact for member feedback, addressing concerns, and finding solutions to improve engagement and retention., • Assist in designing and promoting fitness challenges, workshops, and special events.Operational & Administrative Duties, • Manage trainer schedules to align with member demand and club needs., • Maintain accurate documentation of client sessions, billing, and progress tracking., • Ensure compliance with company policies, safety procedures, and operational guidelines., • Assist in keeping training areas organized, clean, and stocked with necessary equipment.Operations & Performance Management:, • Support the General Manager in overseeing daily fitness operations, including scheduling, staff performance, and maintaining equipment standards., • Monitor and track key performance metrics such as personal training revenue, class attendance, and member satisfaction., • Maintain a high level of facility cleanliness, safety, and compliance with health regulations.Sales & Growth Revenue:, • Support the growth of personal training revenue through effective client engagement and goal setting., • Assist in promoting training services to members through orientations, consultations, and on-floor interactions., • Track and report on personal training key performance indicators to the Senior Personal Training Manager., • Implement sales and marketing strategies designed by the Senior Personal Training Manager to increase participation. Qualifications: • Must be at least 18 years of age., • High School diploma or equivalent required. Associates degree preferred. Equivalent related work experience or combination of experience and education may be considered in lieu of Associates degree. Must maintain an active Personal Training Certification (NCCA-accredited) or Bachelors degree in exercise science or kinesiology., • CPR/AED certification required. Uncertified Team Players will be given the opportunity to complete CPR/AED training within the first 30 days of employment., • Strong leadership, communication, and customer service skills. Ability to inspire and develop a team. Business acumen and a results-driven mindset., • Minimum of 1 year of experience in personal training, group fitness, or fitness leadership. Previous management or supervisory experience is a plus., • Excellent communication and customer service skills., • Basic computer skills and proficiency in Microsoft Office., • Familiar with Excels mission, values, vision, and culture, as well as the Planet Fitness brand and operational requirements., • Demonstrate the ability, confidence, and leadership to run a successful small group session with members., • Must be team-oriented, motivated, and well-organized., • Ability to think critically and evaluate solutions to problems proactively., • Must have the ability to handle sensitive and confidential information., • Proficiency in Microsoft Excel and Word, DataTrak, and other related applications. Supervisory Role: This position will oversee up to fifteen (15) Personal Trainers at one location. Responsible for the performance management and hiring of all Personal Trainers. Will ensure the team can adequately exhibit and maintain all Excel values, principles, and duties and meets established club performance metrics. Work Environment: This job works in a fitness club environment and routinely uses standard office equipment such as computers, photocopiers, fax machines and phones, as well as standard custodial equipment such as cleaning chemicals, floor scrubbers, and vacuums. The noise level in the club environment may be loud on a regular basis. Physical Demands: The physical demands described here are representative of those that a Team Player must meet to successfully perform the essential functions of this job. • Regularly required to talk and hear., • Frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms., • Occasionally required to sit, climb, balance, stoop, kneel, crouch or crawl., • Must frequently lift and move up to 25 pounds and occasionally lift and move objects up to 75 pounds., • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Position Type/Expected Hours of Work: This is a full-time, exempt position. Under the Regulations, Part 541, an exempt Team Player is one who is not entitled to the minimum wage or overtime pay protections of the Fair Labor Standards Act (FLSA). Standard workdays and hours are Monday through Wednesday 9:00 am to 7:00 pm. Thursday 9:00 am to 5:00 pm. Friday 9:00 am to 3:00 pm. PTMs will also be required to work 2 (Two) Saturdays a month from 8:00 am to 1:00 pm. This position may work outside of the established work schedule for the GM and any Team Player shifts to ensure the club is open and running smoothly. Work hours may include the weekends and/or overnights as needed and are subject to change at any time depending on business needs. Travel: Up to 5% travel is expected for this position to attend employee events, trainings, and conferences. EEO Statement: Excel Fitness is an Equal Opportunity Employer. We are committed to the policy of equal employment opportunity in recruitment, hiring, career advancement, and all other employment practices. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the Team Player for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Description Operation Kindness Humane Society is seeking a Veterinary Assistant to join our team! Operation Kindness is a pioneer in Texas for assisting animals in need of veterinary care, companionship and most of all, a home. The schedule is Wednesday-Saturday We offer outstanding benefits including health, vision, dental, and life insurance, a 403(b) retirement plan and generous paid time off. As our animals require care each day of the year, weekend and holiday availability is a must. We provide 10 holidays per year that hourly employees who work on the holiday receive time and a half pay! See below for more about the role! REPORTING RELATIONSHIP: Reports to the Patient Care Manager POSITION OVERVIEW: Veterinary Assistant position maintain clean, healthy and safe kennel and medical areas for Operation Kindness cats and dogs that are being treated for illnesses or injuries. They also regularly feed and provide them with water, and regularly exercise when applicable. They also assist the Vet Techs with check in, check out and surgery procedures when necessary. POSITION RESPONSIBILITIES: Animal Areas • Observes dogs, puppies, cats and kittens carefully and immediately reports any signs of illness, distress or problems to the Vet Tech Supervisor or Vet Techs., • Ensures that all animals are properly identified with tags or temporary collars and that all cages and kennels have cage cards stating nature of illness or injury., • Maintains a clean and neat area with no unnecessary clutter on the cage tops or cabinet tops., • Cleans and sanitizes Isolation rooms and cages as soon as possible after they are soiled., • Regularly cleans and sanitizes Isolation room walls and floors; polishes windows and doors., • Regularly cleans and sanitized Observation room floors, cages and walls., • Assist Vet Techs with surgery preparation up to and including holding animals for intubation and pre anesthesia injections., • Help with check in and check out process up to and including giving vaccinations, worming and necessary medications., • Logging in medical procedures on the Pet Point system., • Feeds animals regularly according to the written feeding procedure by Vet Techs., • Ensures that there is an adequate supply of prescription food and regular food on hand., • Reports suspicion of animal abuse or neglect immediately., • Reports any unsafe working conditions to immediately., • Maintains client, donor, volunteer and staff confidentiality at all times., • Follows Standard Precautions and other safety regulations at all times., • Completes all necessary and requested training in a timely manner in accordance with shelter policy., • Attends staff meetings., • Participates in shelter events as requested by Supervisor. Education Requirements • One year of part-time or full-time work experience., • Feels and expresses a genuine liking for animals and for working in an animal care environment., • Supports Operation Kindness’s mission and understands how it is organized and functions as a non-profit organization., • Is able to work equally well with paid staff members, clients and volunteers., • Is able to relate well to persons with varied backgrounds and beliefs, • Has a positive attitude; is open to new ideas., • Punctual and dependable, • Physical Effort: Position requires lifting and carrying animals and shelter materials weighing up to 40 lbs; when animals or materials weigh over 40 lbs, another staff member will assist in the lifting and carrying. Position requires handling dogs and cats of a variety of sizes and temperaments. Position also requires sitting or standing for extended periods of time and speaking over the telephone. Limitations and Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modifications to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties as required by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an "at-will basis. Wednesday-Saturday

Job DescriptionSalary: $15 per hour Full Job Description Corpcare Services Inc. North Dallas, Corporate Position Position Summary Under the direction of the Corpcare Services management team, the Account Manger is responsible for performing general maintenance, grounds, and laundry services and manage of staff of almost thirty people. This position is for those who have excellent administrative skills and experience working in a corporate setting. You will need to attend weekly management meetings, deliver daily and weekly reports as well as train your staff on protocol and supersede our clients expectations. Essential Functions Statement(s): Maintenance Services • Perform preventative maintenance, repairs, inspections, and janitorial services as assigned, • Assist with maintenance of storage area and maintenance materials, • Perform daily and weekly reports, • Order supplies and maintain the supply chain order, • Walk the property daily to ensure all areas are well maintained and client satisfaction is guaranteed, • Notify client of any safety concerns and participate in safety meetings, • Responsible for knowledge of property specific and experience with route plans, • Perform other duties as required, • Carry out maintenance aspects according the clients guidelines, including scheduling staff and vendors, ordering new supplies, and workin0g with the onsite client on other necessary improvements, • Complete all work orders accordance with company standards, • Available for weekend work, on-call duties, and after-hours emergency service requests, 24 hours per day, 7 days per week as scheduled, • May occasionally be required to assist in daily cleaning SKILLS & ABILITIES Education: High school diploma or equivalent; sufficient knowledge to thoroughly complete maintenance assessment up to the standard of a Account Manager Experience: At least 3-4 years of maintenance experience Technical Skills: Computer proficiency preferred; Office 365 and excellent communication skills including writing a proper email Other Requirements: Valid Drivers License and reliable transportation Job Type: Full-time Pay: $15 Negotiable Benefits: • Paid time off Schedule: • Day shift, • Monday to Friday, • On call

Job Description Product Manager Smart Data Solutions, a leading provider of data management, claim routing and workflow solutions to health plans and TPAs, is looking for a Product Manager to join our team! We are seeking a strategic, customer-centric Product Manager to lead the vision, direction, and business success of products within our portfolio. This role is responsible for defining product strategy, market positioning, and value realization while providing leadership, coaching, and direction to Product Owners/Business Analysts responsible for day-to-day execution with the Product Dev teams. The Product Manager serves as the connective tissue between business strategy and product delivery. The Product Manager partners with GMs, Engineering Leadership, and Marketing teams to ensure the right outcomes are delivered at the right time. The Product Manager owns the strategic narrative, product-market fit, commercial outcomes, and overall value delivered to customers and SDS. What you’ll be doing? Product Strategy and Vision • Develop and articulate a compelling product vision and long-term strategy aligned to customer needs, business goals, and market opportunities., • Conduct market analysis, competitive assessments, and customer research to identify trends, gaps, and expansion opportunities., • Define value propositions, product positioning, and business cases for new capabilities and investments., • Own the product roadmap and work cross-functionally to set quarterly and annual priorities., • Translate strategic objectives into high-level initiatives for execution by BA Product Owners & engineering teams., • Partner with GMs to ensure roadmap decisions support profitability, scalability, and client outcomes., • Management, mentorship, and performance oversight for Product BAs., • Set expectations and standards for backlog quality, prioritization and value articulation., • Ensure consistent product ownership practices across teams, including backlog hygiene, acceptance criteria, and release readiness., • Serve as the senior product leader partnering with Engineering, Commercial team, Client Success, Implementation, Support, Finance, and Marketing., • Collaborate with Commercial team on go-to-market planning, product launches, and messaging., • Define and track success metrics including adoption, customer satisfaction, revenue impact, and operational efficiency., • Promote a consistent, scalable product operating model across teams., • Foster a culture of accountability, transparency, and continuous improvement., • Influence organizational thinking around product management maturity and best practices. What we’re looking for? Required skills: • Bachelor’s Degree or Equivalent Experience, • 5+ years’ experience in Healthcare Technology Product Management, with demonstrated ownership of product strategy and roadmap., • 3+ years of experience managing and coaching BAs or Product Owners., • Proven understanding of Agile and Scrum practices and how they scale across teams., • Demonstrated ability to lead through influence and drive alignment across diverse stakeholder groups., • Strong business acumen, including experience building business cases and measuring Product ROI., • Excellent communication and leadership skills., • Experience with product and agile tooling. Why this is the company for you? Top Benefits & Perks: • A company culture that is authentic, innovative, and collaborative! Our most powerful strength is our people! We build impactful solutions for our customers - their success is our success!, • A professional development and growth-oriented workplace, • Generous benefits including, health insurance, short-term, and long-term disability, • 401(k) with a company match to provide a better future in your retirement years, • A flexible environment with a competitive paid time off package; including vacation, holiday, give-back day, and a floating day Who is Smart Data Solutions? Smart Data Solutions (SDS) is a technology leader in healthcare process automation and interoperability. As a strategic partner, SDS helps clients digitally transform their operations, delivering tangible value through reduced costs, streamlined workflows, and an improved customer experience. With data, AI, and automation at its core, SDS provides solutions in Digital Mailroom and Data Capture, Clearinghouse, Intelligent Medical Records, Prior Authorization and Claim Operations. Trusted by over 500 clients—including multiple Blue Cross Blue Shield plans, regional health plans, TPAs, providers, and healthcare partners—SDS streamlines complex front, middle, and back-office operations. Smart Data Solutions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Job Description Career TEAM is a leading workforce development organization on a mission to transform lives. We blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes in the lives of job seekers across the country. At Career TEAM, we're solving today's unemployment challenges with smart software, world-class trainers, dedicated case managers, dynamic job developers, and innovative partners. If you're passionate about making a difference and believe in the power of technology to transform lives, you'll feel right at home here. Job Title: WIOA Job Developer Reports To: Program Manager / Workforce Program Director The WIOA Job Developer is responsible for building and maintaining strong employer partnerships to create subsidized work experience (WEX) and on-the-job training (OJT) opportunities for WIOA Youth participants, ages 16-24. This role connects job seekers to meaningful, career-path employment while ensuring full compliance with Workforce Innovation and Opportunity Act (WIOA) regulations. The Job Developer collaborates closely with case managers, participants, employers, and training providers to align workforce talent with labor market needs. Essential Duties & Responsibilities Employer & Business Engagement ● Develop and maintain relationships with local employers to secure WEX and OJT opportunities aligned with labor market demand. ● Conduct outreach to new employers via meetings, presentations, job fairs, site visits, and business associations. ● Educate employers on WIOA programs, wage reimbursement structures, eligibility requirements, and benefits of participation. ● Negotiate training plans, job descriptions, wage rates, supervision requirements, and reimbursement agreements. ● Conduct employer site visits to assess job suitability, safety, training capacity, and compliance. Participant Placement & Support ● Match WIOA participants to appropriate subsidized work experiences and OJT placements based on skills, interests, and career goals. ● Collaborate with case managers and career counselors to review participant employability, readiness, and training needs. ● Support participants and employers during placements to ensure successful training outcomes and job retention. ● Monitor participant progress, attendance, performance, and skill attainment. ● Address workplace issues proactively and provide coaching or mediation as needed. Program Compliance & Documentation ● Ensure all WEX and OJT activities comply with WIOA, state, and local workforce board policies. ● Ensure worksite monitoring is completed on a monthly basis to ensure that placements are completing responsibilities outlined on their ● Develop and maintain accurate documentation, including: o Training plans o Employer agreements o Time and attendance records o Progress evaluations o Wage reimbursements ● Track enrollments, placements, outcomes, and performance metrics, including Texas Talent Assistance, WEX and OJT placements/ completions, expenditure rates of funding. ● Support internal and external monitoring, audits, and reporting requirements. Collaboration & Program Development ● Partner with workforce staff, training providers, and community organizations to strengthen career pathways. ● Stay informed on labor market trends, in-demand occupations, and employer workforce needs. ● Contribute to continuous improvement of WEX and OJT strategies. Required Qualifications ● Bachelor's degree in Workforce Development, Human Services, Business, Education, or related field (or equivalent experience). ● 2+ years of experience in job development, employer engagement, workforce programs, or human resources. ● Knowledge of WIOA programs, subsidized employment models, or workforce funding preferred. ● Valid driver's license and ability to travel locally to employer sites. Technical Skills ● Understanding of WIOA regulations, performance indicators, and eligibility guidelines. ● Experience developing work-based learning models (WEX, OJT, internships, apprenticeships). ● Ability to analyze labor market information and match candidates to employer needs. ● Contract development and understanding of wage reimbursement structures. ● Case coordination and outcome tracking. Computer & Digital Skills ● Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). ● Experience using workforce case management systems (e.g., Workforce Solutions, CalJOBS, Employ Florida, or similar). ● Data entry, tracking, and reporting accuracy. ● Ability to use virtual meeting platforms (Teams, Zoom). ● Basic database management and document retention skills. Human Interaction & Professional Skills ● Strong relationship-building and employer engagement skills. ● Excellent verbal and written communication. ● Ability to motivate, coach, and support diverse job seekers. ● Cultural competence and sensitivity to individuals with barriers to employment. ● Negotiation, problem-solving, and conflict-resolution skills. ● Professional judgment, confidentiality, and ethical decision-making. ● Ability to work independently while collaborating within a team environment. Key Performance Indicators (KPIs) ● Number of employer partnerships established and maintained ● WEX and OJT placements achieved ● Participant completion and retention rates ● Conversion of subsidized placements to unsubsidized employment ● Employer and participant satisfaction Salary: $45,000/yr - $55,000/yr Salary is commensurate with education and experience. Career TEAM offers a competitive benefits package including healthcare, dental, and personal/vacation time Travel: Position may require local travel up to 10% of the time About Career TEAM: Founded in 1996, Career TEAM, LLC is a private workforce development organization. Career TEAM's outstanding record of accelerating the human condition has resulted in numerous honors: • Named by Inc. Magazine as one of America's 500 fastest growing privately held companies, • Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation, • Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position. California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees. Career Team collects and uses Personal Information for human resources, employment, benefits administration, health and safety, and business-related purposes and to be in legal compliance. Below are the categories of Personal Information we collect and the purposes for which we intend to use this information: Identifying information, such as your full name, gender, date of birth, and signature; Demographic data, such as race, ethnic origin, marital status, disability, and veteran or military status; Contact information, such as your home address, telephone numbers, email addresses, and emergency contact information; Dependent's or other individual's information, such as their full name, address, date of birth, and Social Security numbers (SSN); National identifiers, such as SSN, passport and visa information, and immigration status and documentation; Educational and professional background, such as your work history, academic and professional qualifications, educational records, references, and interview notes; Employment details, such as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information, such as banking details, tax information, payroll information, and withholdings; Health and Safety information, such as health conditions (if relevant to your employment), job restrictions, workplace illness and injury information, and health insurance policy information; Information Systems (IS) information, such as your search history, browsing history, login information, and IP addresses on the Company's information systems and networks; Biometric information, such as facial recognition, fingerprints, iris or retina scans, keystroke, or other physical patterns; and Geolocation data, such as time and physical location related to use of an internet website, application, device, or physical access to a Company office location. The Company collects Personal Information to use or disclose as appropriate to: (1) Comply with all applicable laws and regulations; (2) Recruit and evaluate job applicants and candidates for employment; (3) Conduct background checks; (4) Manage your employment relationship with us, including for: (a) onboarding processes; (b) timekeeping, payroll, and expense report administration; (c) employee benefits administration; (d) employee training and development requirements; (d) the creation, maintenance, and security of your online employee accounts; (e) reaching your emergency contacts when needed, such as when you are not reachable or are injured or ill; (f) workers' compensation claims management; (g) employee job performance, including goals and performance reviews, promotions, discipline, and termination; and (h) other human resources purposes; (5) Manage and monitor employee access to company facilities, equipment, and systems; (6) Conduct internal audits and workplace investigations; (7) Investigate and enforce compliance with and potential breaches of Company policies and procedures; (8) Engage in corporate transactions requiring review of employee records, such as for evaluating potential mergers and acquisitions of the Company; (9) Maintain commercial insurance policies and coverages, including for workers' compensation and other liability insurance; (10) Perform workforce analytics, data analytics, and benchmarking; (11) Administer and maintain the Company's operations, including for safety purposes; (12) For client marketing purposes; (13) Exercise or defend the legal rights of the Company and its employees, and affiliates, customers, contractors, and agents; and (14) to comply with requirements of government grants, including, but not limited to, program and audit requirements.

Job Description About Creative Realities Creative Realities, Inc. (, NASDAQ: CREX) is a creative technology company focusing on bringing digital experiences to retail environments, designed to enrich and inspire the consumer journey. Our strong design and strategic discipline uniquely position us to guide Fortune 100 Brands and Retailers on how best to apply technology in function of marketing, store, or customer objectives. Our end to end offering enables us to execute what we recommend: from design and app development, thought to deployment on site - and provide ongoing content and support to virtually any type of environment. About the Position The Product Manager (PM) is responsible for defining and owning the product definitions and roadmap for a complex enterprise software application. The PM will work closely with existing and new clients as well as internal product development teams. The PM is responsible for gathering and formally documenting product features and stories, and providing thorough business and market justifications for them. This involves understanding the purpose and operation of the software platform, but also being able to see and explain where it needs to go and why it needs to go there. The PM must be able to distill client input, market trends, and input from internal teams like development and cloud operations to provide clear, meaningful, and well written business and feature objectives for the product. The PM should be able to work independently and have a strong desire to own and shape the product but do so with a servant leadership approach that is diplomatic and takes multiple viewpoints into account. The PM will work with an experienced team and will have great tools and processes available. Key Responsibilities • Own the end-to-end product lifecycle for ad serving platform, from strategic planning to feature delivery, with a focus on monetization, scalability, and client satisfaction, • Define and manage the roadmap for integrations with programmatic advertising platforms, ensuring platform alignment with client and partner requirements, • Translate business goals into technical requirements, partnering with Engineering and QA to deliver reliable, performant ad-serving functionality, • Collaborate cross-functionally with Sales, Implementation, and Client Services to ensure successful onboarding and execution of programmatic campaigns, • Serve as the internal expert on SSP/DSP functionality, ad delivery logic, and creative asset handling (streaming, caching, fallback, etc.), • Lead partner conversations and represent product decisions in joint meetings with external vendors, clients, and third-party tech providers, • Prioritize backlog items and make data-informed tradeoffs to support the evolving needs of both enterprise clients and the internal delivery team, • Document and communicate platform behavior, edge cases, and integration logic clearly to both technical and non-technical stakeholders, • Establish success metrics and tracking plans to measure platform performance, proof-of-play delivery, and campaign effectiveness, • Identify and mitigate risks related to scale, resolution variability, and media delivery that may impact programmatic performance or revenue Education and Experience • BA/BS, • 5-8 years of experience working with enterprise software platforms as a product manager/analyst, • 3+ years in adtech, martech, or programmatic media, • Demonstrable experience with creating product requirements/user stories for sophisticated software applications, • Excellent presentation and communication skills, • Experience with both client and sales facing communication and presentations, • Experience capturing complex software requirements and user stories within a structured tool like Jira, • Experience working directly with software management and developers on complex software applications, • Professional demeanor with unquestionable integrity, • High level of attention to detail, • Ability to distill complex discussions and ideas into well-formed requirements, • Self-motivated, achievement-oriented and willingness to be accountable, • Patience and negotiation skills The ideal candidate represents these six core values: • Passionate We are a group of passionate people. This is the best way to describe TEAM CRI. We work hard and we are proud of the results we produce each and every day. And, we have some fun along the way!, • Respectful We value diversity and unique contributions. We foster a trusting, open and inclusive environment. We treat our clients, partners and our team in a manner that reflects these values., • Do the Right Thing We do what we say we will do. Our actions shall always be fully transparent and genuine. Our dealings with clients, co-workers and partners must always be conducted with honesty., • Helps First We are stronger when we work together. We help first, no matter what—whether it’s with our clients or our internal teams., • Nimble Minded When conventional thinking and processes fail, we want to be the first to provide fresh ideas and solutions. We break through adversity and respond quickly., • Company paid individual portion of medical, dental, Life, Long and Short-Term Disability insurances;, • Access to participate in company vision insurance programs;, • 401(k) program, including company paid match of up to 3% of annual salary; and

Job Description Position Title: Branch Manager Reports To: Retail Area Manager Line of Business: Retail Banking Services FLSA Status: Exempt Job Summary: This position is responsible for overseeing all aspects of branch growth, operations, and customer service excellence. This role ensures compliance with regulatory requirements, drives business growth through relationship building and community involvement, and leads a high-performing team to meet branch objectives. The Manager plays a key role in maintaining operational integrity, expanding the bank’s portfolio of high-net-worth clients, and fostering a positive and efficient work environment. Success in this role requires strong leadership, business development acumen, and the ability to deliver exceptional customer experiences while managing branch profitability. Essential Duties & Responsibilities: Branch Operations & Sales Management: • Manages daily branch operations to ensure sustained compliance with all applicable policies, procedures, standards, and regulatory requirements., • Drives branch sales efforts, expands business relationships, and develops high-net-worth client portfolios., • Leads, trains, and develops branch staff to foster a customer-centric culture while ensuring continuous service delivery excellence., • Oversees complex transactions and ensures high-quality customer service to meet and exceed customer expectations., • Maintains branch compliance by conducting regular audits and enforcing internal controls and regulatory requirements., • Builds and maintains strong relationships within the community by participating in local organizations and promoting banking services., • Contributes to branch strategy by executing initiatives that align with business goals and drive performance., • Oversees vault teller functions to ensure cash handling procedure align with bank policies and Federal Reserve guidelines., • Monitors branch financial performance and implements strategies to enhance profitability while controlling costs., • Sets, tracks, and reports on sales targets to ensure the branch meets or exceeds goals for deposits, loans, and cross-sales., • Builds and maintains key client relationships to ensure satisfaction and retention, as well as to identify opportunities for further engagement., • Leads the implementation and training of new digital banking technologies to improve efficiency and customer service., • Addresses and resolves escalated customer issues and complex transactions, guiding staff in managing challenging situations., • Oversees branch-level marketing efforts, including community outreach and promotional activities, to attract new business., • Ensures branch security and enforces policies related to fraud prevention., • Collaborates with other departments to streamline processes and resolve issues affecting branch operations., • Supervises one or more employees at a time., • Conducts performance appraisals of assigned staff for performance effectiveness., • Supports the selection, training, performance management, evaluations, and supervision of department staff., • Rewards employees and initiates, or otherwise supports, personnel actions including documentation and termination recommendations under the guidance of Human Resources leadership., • Addresses questions, issues, and related matters from assigned staff in a timely and appropriate manner. Compliance: • Performs all assigned work activities in accordance with standard procedures and protocols established by the Company and Department, and in accordance with applicable standards, procedures, protocols, practices, codes, and requirements as set forth by regulations and governing entities including, without limitation, Bank Secrecy Act (BSA) / Anti-Money Laundering (AML), USA Patriot Act, Regulation D (Reserve Requirements for Depository Institutions), Regulation E (Electronic Fund Transfers Act), Truth in Savings Act (TISA) / Regulation DD, Equal Credit Opportunity Act (ECOA) / Regulation B, Community Reinvestment Act (CRA), Fair Credit Reporting Act (FCRA), Dodd-Frank Wall Street Reform and Consumer Protection Act, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), and Regulation P (Privacy of Consumer Financial Information)., • Demonstrates and maintains advanced relevant and up-to-date working knowledge and understanding of all applicable local municipal, state, and federal regulatory requirements, standards, and codes relevant to the job function., • Monitors respective work activity, and work activity of others, for variances and anomalies., • Identifies and timely reports any known or suspected compliance issues to appropriate personnel., • Oversees audits and the preparation for audits, whether initiated internally or externally., • Adheres to all other Company wide policies and procedures including, but not limited to, human resources, safety, and emergency protocols. Leadership: • Provides professional development opportunities for self and staff to ensure high performance and assists in successional planning., • Supports the development of strategies and specific objectives ensuring project and departmental milestones and goals are consistently met., • Researches industry trends and reviews and analyzes relevant data to forecast trends and develop recommendations for internal leadership to review., • Promotes collaboration, teamwork, and mutual respect among all staff, and contributes productively as a member of a diverse team., • Adapts communication to the needs of audiences, listening to input, and builds a sense of shared purpose., • Models a positive attitude and self-reflection, leading others in sharing and applying their learning for the benefit of the team., • Develops long-term and short-term goals to prioritize work., • Builds rapport and maintains collaborative relationships with internal and external stakeholders. General: • Demonstrates support towards the Company’s vision, mission, and core values., • Supports department executive leadership in the compilation of strategic confidential reports., • Attends departmental and organizational meetings, as required., • Maintains proficient relevant and up-to-date job knowledge relevant to the job function by participating in continuous education initiatives., • Displays integrity, responsibility, accountability, teamwork, and ethics., • Performs assigned job duties and responsibilities in accordance with established performance expectations, as well as with Company policies, procedures, protocols and standard practices., • Demonstrates advanced working knowledge and understanding of technology systems and programs that relate to core banking transactional processing, customer relationship management, sales and marketing, Electronic Funds Transfer (EFT), accounting and financial reporting, compliance and risk management, document management, communication and productivity tools, as well as other related applications relevant to the job function., • Performs other duties as assigned. Minimum Required Education, Experience & Other Qualifications: • Bachelor’s degree in business administration, finance, or related field, • Five years of portfolio management experience working with high-net-worth clients, • Five years of experience working in a branch management capacity, • Five years of experience working in a sales management capacity; or, • An equivalent combination of education and work experience Working Conditions & Physical Requirements: This position requires regular sitting, walking, standing, reading, seeing, speaking, hearing, listening, organizing, interpreting data and information, operating office equipment, typing using a computer keyboard and mouse, viewing a computer screen monitor, and use of a telephone. The working environment consists of an indoor and climate-controlled setting most of the time. Core Knowledge, Skills & Abilities: Vision & Planning – Outlines a clear and achievable plan to accomplish shared goals and objectives collectively. Flexibility & Adaptability – Modifies own behavior and work activities in response to new information, changing conditions, and/or unexpected obstacles. Decision Making – Makes quality and timely decisions based upon a mixture of analysis, wisdom, experience, and judgment. Strategic Management – Plans, monitors, analyzes, and manages the necessities of the department and organization in order to reach established goals and objectives. Team Member Acknowledgement My signature below acknowledges that I have received and read my job description, and that I understand the scope, essential job duties, knowledge, skills, and abilities, working environment and physical requirements that apply to my job. I further acknowledge that I can safely and effectively perform the essential job duties, with or without reasonable accommodation, and in accordance with the policies, procedures, expectations, and standards of the company. Team Member Signature Team Member Name (Printed) Date

Job Description Account Manager (Entry Level Sales) Dallas, TX At Nile Legacy Marketing, we don’t just hire resumes—we hire drive, grit, and people who show up ready every single day. If you thrive in fast-paced environments, love a challenge, and believe your work ethic should directly impact your success, keep reading. Founded with a vision to build a lasting legacy, Nile Legacy Marketing was created to transform how businesses engage with their customers while creating meaningful opportunities for those on our team to learn lifelong leadership skills that allow them to further their career here and beyond. With years of experience in the industry, we specialize in training sales teams and managing leads to ensure our clients’ success. We’re looking for high-energy individuals to join our team as Entry Level Account Managers. This isn’t your typical 9–5 desk job. It’s an opportunity to build real skills, work with real clients, and grow fast in a performance-driven environment. What You’ll Do: • Represent client brands face-to-face with professionalism, • Build and maintain relationships with new and existing customers, • Drive customer acquisition and help expand market reach, • Learn and execute proven sales and marketing strategies, • Strong work ethic—no shortcuts, no excuses, • High energy and a positive, competitive mindset, • Coachable attitude with a desire to learn and grow, • Excellent communication and people skills, • Someone who thrives in a team environment but can also perform independently, • At least 2 years experience working with people one-on-one, • Bachelors degree preferred, • Hands-on training from experienced leaders (no experience needed), • Fast-track advancement opportunities based on performance, not tenure, • A team-oriented culture that values effort and results, • Weekly team-building events and a high-energy work environment, • The opportunity to build a career—not just work a job Ready to Level Up? If you’re looking for an opportunity where your effort actually matters—and where you can grow as fast as you’re willing to work—apply now and show us what you’ve got. Nile Legacy Marketing is an equal opportunity employer. We’re committed to building a diverse and driven team.

Job Description Position Summary: Fitness Trainers are the heart of the Live 2 B Healthy program, delivering safe, effective, and engaging group fitness classes for older adults in senior living communities. Trainers are also responsible for providing individualized attention through Private One-on-One Training and Small Group Training sessions. This role requires a passion for helping seniors stay active, with a strong commitment to program quality, safety, and participant progress. Highlights: • Fulfilling, purposeful work with seniors and their communities, • Flexible Scheduling, • Training and development, • Be part of a national brandResponsibilities, • Lead Group Fitness Classes: Conduct scheduled on-site fitness classes tailored to the needs and abilities of older adults, focusing on functional movement, balance, and strength., • Private & Small Group Training: Deliver personalized one-on-one and small group sessions with residents based on their individual goals and abilities, following approved programming and documentation protocols., • Ensure Safety & Inclusivity: Monitor participants closely to ensure exercises are performed safely and effectively. Modify activities as needed to support all fitness levels., • Build Positive Relationships: Create a motivating, respectful, and inclusive environment. Establish trust and rapport with residents, staff, and community decision-makers., • Follow Program Guidelines: Adhere to all Live 2 B Healthy protocols and curriculum standards for all formats of training (group, small group, and private)., • Communication & Reporting: Accurately report attendance, session feedback, and client notes to the Fitness Program Manager. Communicate class concerns or scheduling issues in a timely manner.Qualifications, • Experience in senior fitness, personal training, group fitness, Aqua, Yoga, or rehab-based exercise, • Current nationally recognized fitness certification (NASM, ACE, ACSM, AFAA, or equivalent), • Current CPR/AED certification (required), • Strong interpersonal skills and an encouraging, client-centered approach, • Reliable transportation and punctuality for scheduled sessionsPreferred:, • Previous experience with private clients or small group training, • Background in working with seniors or within senior living communities, • Understanding of age-related conditions and how to safely modify exercisesCompensation:, • Hourly pay based on experience and certifications. Additional compensation for private and small group sessions. Mileage and travel time may be reimbursed as applicable.

Job DescriptionTax Manager Job Title: Tax Manager - Generalist Location: North Dallas (Addison) In-Office Requirement: Fully Remote Available (In DFW area) Salary: $110K - $150K + Full Benefits + Bonus Requirements: CPA | 4+ Years in Public Accounting | Review Exp. We are a boutique CPA firm located in North Dallas. We are about 15 employees now and growing fast. We just had 2 younger partners jump in the fray to push the firm to new heights. We work with a wide range of individual and business clients, as well as having a very robust trust & estate practice. While we are a little heavier in the high net worth space, our list of business client referrals is growing rapidly, and has been a main focus of the firm. As a firm we offer full benefits, flex time, remote flexibility, and limited busy season hours. We are looking for an experienced CPA to be a leader on our tax team. We want someone to be the middle man between the partners and our team of skilled seniors. We need someone with their CPA who can manage client relations, provide tax planning, IRS representation, and be a main return reviewer for the firm. What you Need: • 4+ Years in Public Accounting, • Active CPA or EA, • Expertise in Business and Individual Tax, • Privately Held Businesses, • HNWIs, Partnerships, s-corps, trust & estate, some c-corps, • Clients generating ($1 million - $50 million in annual revenue), • Prepare & Review Complex Tax Returns, • Client Management - Direct Contact with clients for tax planning, consulting, and identifying tax issues, • Researching Complex Tax Issues, • Train & Mentor Team of multiple levels of employees, • Managing Multiple Engagements for Multiple Clients at all times Benefits Base Salary: $110,000-$150,000 • Full Medical, Dental, Vision, • 50% paid by employer for employee & family plans, • 401k with match up to 4%, • PTO, • Overtime Hours Banked for either additional PTO or paid out (multiple times a year), • Limited Busy Season Hours (50-55 hours - last 2-3 weeks before deadline), • Fall Season typically around 40-45 hours a week, • Fully Remote Capability (in State of TX only), • Strong Growth Path (partner path available) - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 04/13/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job DescriptionAbout GuideIT GuideIT is a US based technology services company focused on providing value to its customers through technology alignment and optimization. We are currently looking for a Chief Information Security Officer to join our Plano, TX team. This is a hybrid role. Only local candidates will be considered. About the Role Our Chief Information Security Officer (CISO) is responsible for establishing and maintaining an information security management program to ensure that company assets are adequately protected. This position is responsible for identifying, evaluating and reporting on information security risks in a manner that meets compliance and regulatory requirements and aligns with and supports the risk posture of GuideIT. The CISO position requires a visionary leader with sound knowledge of business management and a working knowledge of information security technologies. The CISO will proactively work with business units to implement practices that meet defined policies and standards for information security. Responsibilities • Direct and manage information technology strategic plans, programs, and schedules for business and finance data processing, computer services, network communications and management information services., • Lead the development and management of a comprehensive cybersecurity program, crucial for protecting our company’s assets and infrastructure, while facilitating secure digital transformation., • Ability to collaborate with individual contributors and business leaders to define business process issues, operational efficiencies, implement creative solutions and measure delivery results., • Effective management of the client relationship., • Identify emerging information technologies to be assimilated, integrated and introduced within the client account., • Capable of leading and inspiring cross-functional, interdisciplinary teams to accomplish both tactical and strategic objectives with a keen focus on achieving business outcomes., • Exhibits a high level of personal integrity and professionalism, with the capacity to manage confidential matters with discretion and maturity., • Safeguard technology deployments are properly implemented, integrated and supported., • Develop and manage privacy and security awareness training programs for employees to promote a culture of security and privacy awareness and best practices throughout the organization., • You can articulate complex cybersecurity concepts to both technical and non-technical audiences. You are adept at translating security problems to business impact., • Experience with highly regulated industries such as healthcare, financial services, government, and publicly listed companies., • Familiarity with securing and operating on public Cloud (AWS, Azure, GCP) providers., • Liaise with the enterprise architecture team to ensure alignment between the security and enterprise architectures, thus coordinating the strategic planning implicit in these architectures., • Ensure that security programs follow relevant laws, regulations, and policies to minimize or eliminate risk and audit findings., • Continuous risk management., • Conduct regular security audits, assessments and penetration tests to identify vulnerabilities., • Establish and administer a privacy and security incident response process and be actively engaged on high priority incidents, including preparation, investigation, response and impacted customer notification and communications., • Coordinate the use of external resources involved in the information security program, including, but not limited to, interviewing, negotiating contracts and fees and managing external resources., • Professional security management certification, such as a Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC) or other similar credentials, is desired., • Bachelor’s degree in Computer Science, Information Security, Cybersecurity, or a related field, or equivalent experience., • Minimum of eight to ten years of experience in a combination of risk management, information security and IT roles. At least three must be in a leadership role. Employment history must demonstrate increasing levels of responsibility., • Deep understanding of cybersecurity technologies, practices and methodologies, including intrusion detection systems, firewalls, anti-virus software, data encryption and emerging technologies, such as: AI, IoT, cloud computing., • Expert in application of the NIST and ISO 27001 Risk Management and Cybersecurity Frameworks, • Poise and ability to act calmly and competently in high-pressure, high-stress situations., • Proven track record and experience in developing information security policies and procedures, as well as successfully executing programs that meet the objectives of excellence in a dynamic environment., • Must be a critical thinker, with strong analytical and problem-solving skills., • Knowledge and understanding of relevant legal and regulatory requirements, such as the General Data Protection Regulation (GDPR) and Health Insurance Portability and Accountability Act (HIPAA)., • Project management skills: financial/budget management, scheduling and resource management., • Master’s degree in Computer Science, Information Systems, Engineering, Business, or related discipline, or equivalent training/experience (preferred).Must reside in the Dallas/Ft. Worth area. Only local applicants will be considered.MORE ABOUT GUIDEITHeadquartered in Plano, Texas, our services, and solutions are designed to align technology with business outcomes, maximize value through cost management, and allow rapid, proactive response to change. At GuideIT, we are looking for candidates that have a high level of integrity and thrive in a team environment centered on mutual trust and respect. Our team members are results oriented and highly adaptable. In addition to a dynamic environment, GuideIT offers competitive pay, performance-based bonuses, 401K, health, dental and vision insurance coverage, paid holidays, and paid time off. GuideIT is committed to Equal Employment Opportunity. It is the policy of GuideIT to encourage and support equal employment opportunity for all Team Members and applicants for employment without regard to sex, race, color, ancestry, religious creed, national origin, pregnancy, physical disability, mental disability, medical condition, age, marital status, political affiliation, sexual orientation, disabled veteran, or Vietnam era veteran status. Powered by JazzHR 8TrIlBV9Jy

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for monitoring client exposures, calculating margin requirements, evaluating collateral sufficiency, assessing accountlevel risk concentrations, and identifying potential sources of volatilitydriven losses across equities, options, fixed income, futures (if applicable), and other supported asset classes. The Analyst evaluates realtime and endofday risk positions, leveraging margin methodologies (e.g., Reg T, portfolio margin, house rules, DTCC, OCC and clearinghouse models), exposure analytics, and market conditions to ensure the firm maintains appropriate capital buffers and risk controls. The role requires strong quantitative, analytical, regulatory, and communication skills, as well as the ability to operate effectively in timesensitive environments. Key Responsibilities 1. Exposure & Margin Monitoring • Calculate and monitor margin requirements using Reg T, portfolio margin, daytrading margin, and house margin policies., • Assess client and introducing broker positions for concentration risk, leverage risk, volatility exposure, and liquidation risk., • Identify accounts approaching or breaching limits and escalate appropriately to supervisors, introducing brokers, and management., • Perform realtime exposure monitoring during volatile market periods or highrisk events (e.g., earnings, corporate actions).2. Collateral & Liquidity Management, • Validate collateral deposits, cash movements, and securities pledges., • Monitor collateral sufficiency relative to account exposures and house requirements., • Coordinate with operations, treasury, and finance teams on margin calls, deposits, and funding obligations., • Identify intraday liquidity risks that could impact the clearing firms capital or settlement obligations.3. Margin Call Processing, • Issue, track, and enforce margin calls, maintenance calls, house calls, and Fed calls in accordance with regulatory and firm policies., • Communicate directly with introducing brokerdealers regarding calls, deadlines, escalation paths, and potential liquidations., • Support operational teams in initiating liquidations when calls are not met.4. Market & Credit Risk Analysis, • Perform stress testing, scenario analysis, and sensitivity analysis on portfolios and counterparties., • Analyze large or complex positions for heightened risk (e.g., concentrated options positions, highbeta equities, shortdated options)., • Evaluate counterparties and introducing brokers for exposure risks, creditworthiness, and position volatility., • Identify emerging risks based on market conditions, events, or product types.5. Regulatory Adherence & Controls, • Ensure margin practices comply with FINRA, SEC, FRB Regulation T, and OCC margin rules., • Maintain detailed audit trails, documentation, and supervisory evidence for regulatory exams., • Support compliance teams during FINRA/SEC/OCC reviews and internal audits., • Help maintain and update Written Supervisory Procedures (WSPs) related to margin and risk functions.6. Data Analytics, Reporting & Technology, • Produce daily, weekly, and monthly exposure and margin reports for risk management, operations, and senior leadership., • Validate riskengine outputs, margin calculations, and data integrity across systems., • Partner with technology teams to improve risk systems, dashboards, and analytics tools., • Participate in user acceptance testing (UAT) for upgrades, new risk models, and workflow improvements.7. Client & Internal Stakeholder Communication, • Act as a subjectmatter expert for margin policies, exposure analytics, and industry rules., • Provide guidance to introducing brokers on margin requirements, risk mitigation, and productspecific risks., • Bachelors degree in Finance, Economics, Mathematics, Statistics, Engineering, or related field., • 25 years of experience in risk management, margin operations, clearing, brokerdealer operations, or derivatives analysis., • Strong knowledge of securities markets, options Greek sensitivities, margin methodologies, and risk models., • Intermediate to advanced Excel skills (pivot tables, VLOOKUP, modeling) and familiarity with risk analytics platforms., • Ability to quickly interpret large datasets and complex financial information., • FINRA Series 7 strong plus for understanding products., • FINRA Series 99 preferred for operations roles., • Strong analytical, quantitative, and criticalthinking abilities., • Excellent communication skills for explaining complex concepts to nontechnical stakeholders., • High attention to detail; ability to detect anomalies and uncover hidden exposures., • Ability to perform under pressure during market volatility or operational deadlines., • Problemsolving mindset with initiative to prevent risk before it materializes., • Ability to independently escalate issues using sound judgment.

Job DescriptionJob Posting TitleSenior ALM ConsultantJob Description Full Time, Permanent Opportunity for Senior ALM Consultant (Must be local to Plano, TX) Catalyst and Your Career Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow. To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way! The Work Itself The Senior ALM Consultant is primarily responsible for independently • Building and managing strong client relationships, • Completing and delivering financial risk management reports The Essential Requirements: • Financial background – BS/BA in finance, economics, accounting or related field required along with a minimum of 7+ years financial experience, • Strong knowledge of fixed income securities and loan valuation, • In-depth understanding of accounting and economics, • Intermediate to advanced MS Excel user – lookups, pivot tables, equation building, etc., • Proven analytical and problem solving skills, • Intermediate user in other MS Office products, • Strong communication skills – both written and verbal, • Ability to work well in a fast paced team environment, • Advanced degree and/or certifications such as CFA, FRM, CMA, CTP, CPA, • Modeling experience (FIS Balance Sheet Manager, QRM, KRM, ZM, Plansmith, Profitstars), • SQL or coding Catalyst Corporate’s compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including: • Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering., • Planning for the Future: 401K retirement savings plan with matching and company contributions., • Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account., • Building a Family: We were named “Best Place for Working Parents” since 2021 due to our commitment to family-friendly policies and practices. With innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today: catalystcorp.org. Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

Job Description Portfolio Manager Purpose The Portfolio Manager (PM) is a client-facing, investment-centric role responsible for supporting the firm’s Unified Managed Account (UMA) investment platform across three core functions: • Direct client and Wealth Advisor team support, • Investment Policy Committee (IPC) research and platform development Role Responsibilities 1. Direct client and Wealth Advisor team support: The Portfolio Manager provides investment support to Wealth Advisor teams, ensuring high-quality execution, consistency with IPC guidelines, and support for organic growth goals. • Provide education to Wealth Advisors regarding CX Institutional’s investment philosophy, investment platform, portfolio positioning, and economic/market views and outlooks., • Ensure consistent application of the firm’s investment philosophy across household allocations., • Support Wealth Advisors with new client and wallet share proposals, platform implementation, and investment related client deliverables., • Participate in client meetings, as requested, to assist with portfolio positioning discussions, macroeconomic context, and investment strategy education., • Review household portfolios in advance of client goal reviews to ensure alignment with IPC-approved allocations, risk parameters, and investment guidelines., • Assist with ongoing household allocation monitoring, tax-aware implementation, investment-related transactions, and internal audit support. 2. Investment Policy Committee (IPC) research and platform development: The Portfolio Managers plays an active role in supporting the IPC through research, execution, and ongoing innovation of the investment platform. Assist IPC with research, modeling, and analysis across asset classes, sectors, strategies, and due diligence on prospective investment solutions. • Analyze macroeconomic trends, market data, and research provider output to inform tactical portfolio adjustments, strategic long-term themes, and platform enhancements., • Collaborate with the Chief Investment Officer, the Senior Portfolio Manager, and investment analysts to evaluate opportunities for investment platform innovation and core process improvements., • Contribute to IPC discussions and provide recommendations grounded in research and analysis., • Serve as the medium between IPC and Wealth Advisors regarding best practices for implementation of CX Institutional’s investment platform., • Contribute to ongoing thought leadership. 3. Partner integration support: The Portfolio Manager supports inorganic growth initiatives by assisting with partner integration and investment platform adoption. • Serve as an investment platform subject matter expert in partner integration and business development efforts, including presenting and explaining the investment platform to prospective advisors., • Work with investment & research analysts to lead or support investment mapping, portfolio transitions, and tax management conversations for newly onboarded advisors., • Strong understanding of financial markets, portfolio construction, asset allocation, and risk management., • Demonstrated ability to perform both quantitative and qualitative investment analysis., • Strong portfolio management and implementation skills., • Effective client and advisor-facing communication skills, with the ability to translate complex investment concepts into clear, actionable insights., • Proven ability to collaborate across functions, including investment, wealth management, and business development teams., • Bachelor's degree in finance, economics, or a related field, • CFA designation required, • 5 + years of professional experience in investment research, asset management, investment operations, compliance, or a similar role

Job Description Who We Are: SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country. We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values: • Integrity: Always operate with honesty and transparency so we earn the trust of our clients., • Courage: Demonstrate the courage needed to take on a broken industry and continuously improve what we offer to optimize health outcomes. The Customer Success Team is focused on helping SmithRx's clients derive the full value of their PBM services. We build and manage effective relationships with our customers' operational leadership, communicating the value of our services in the context of customers' business goals with the goal of retaining high performing, satisfied customers. We identify risks to client satisfaction proactively and collaborate across product and operational lines to tenaciously pursue solutions and advocate for our clients. As a Partner Relationship Manager, you will be responsible for ensuring the complete post go-live success and collaboration with TPA and Data Partners in support of our mutual customers. You will bring strong industry, technical and product knowledge and serve as a trusted advisor and business partner for the Partners' operational leadership. The Partner Relationship Manager begins involvement during the integration process and is responsible for the long term maintenance of the relationship, orchestrating the involvement of additional SmithRx teams to ensure that we are successfully administering the data required to support our client benefit plan. What you will do: • Be accountable for Partner satisfaction and relationship, • Build trusting relationships with Partners' operational leadership, • Maintain a comprehensive understanding of business and technical challenges faced by customers, • Apply cross-functional project management to drive resolution for escalated client issues, coordinating internal and external teams as necessary, • Identify product gaps by conducting business impact assessments and managing partner expectations, • Assess and prioritize issues that may lead to client attrition risk and ensure a strong mitigation plan is in place, • Coordinate additional customization, product development requests, or new product education with partners, • Troubleshoot and coordinate resolution of partner issues, • Leverage SmithRx resources with knowledge of our products to provide relevant adoption, best practices and technical recommendations on solutions and enhancements configured to meet customers' business needs, • Have the ability to be a change agent and drive an initiative from concept to fruition. A strong focus on governance, driving adoption and recommending standardization where appropriate, • This individual will meet or speak with the Partner on a frequent cadence with the expectation of continually moving the relationship forward while uncovering new opportunities., • 5+ years of working knowledge of healthcare benefits, pharmacy benefits, or commercial health insurance, • 3+ years of experience in a client-facing role, preferably in Customer Success or Account Management, • 3+ years of working experience with technical data file exchange (EDI or ETL), • Bachelor's and Advanced Degree in a related field strongly preferred., • An obsession with customer experience and customer satisfaction, • A passion for solving difficult problems together in collaboration with the broader team, • Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialogue, • Experience in relationship management ensuring expectations and deliverables are documented and met, key stakeholders are informed, and client satisfaction is achieved, • Ability to work independently as well as part of an extended, cross-functional team, • Self-driven, results-oriented work ethic with a positive outlook, • Ability to take initiative with little to no direction, • Must be able to manage multiple objectives at one-time, • Be transparent and honest in a positive, professional and polite manner, • Conflict resolution skills, • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance, • Flexible Spending Benefits, • 401(k) Retirement Savings Program, • Short-term and long-term disability, • Discretionary Paid Time Off, • 12 Paid Holidays, • Wellness Benefits, • Commuter Benefits, • Paid Parental Leave benefits, • Employee Assistance Program (EAP), • Well-stocked kitchen in office locations, • Professional development and training opportunities

Job Description LHH - Hybrid in Plano, TX (3 days in office and 2 days work from home), In addition, they offer remote work during the summer. We are seeking a Financial Reporting Manager for a real estate investment client based in Plano, Texas. This role supports internal financial reporting across multiple entities and plays a key part in financial statement preparation, variance analysis, and technical accounting documentation. The ideal candidate will have a public accounting background out of a mid-size or a large regional firm, consulting background or a mix of public and industry accounting. This is a dynamic company with excellent work/life balance-including half-day Fridays, catered meals, and full summer remote options. Responsibilities • Prepare monthly, quarterly, and annual financial statements across multiple entities., • Manage journal entries, account reconciliations, and general ledger functions., • Conduct balance sheet and income statement variance analysis., • Review and manage accounting for leases and right-of-use assets using EZLease., • Collaborate with auditors during the annual audit and prepare supporting schedules., • Maintain compliance with debt covenants through timely reporting., • Draft technical accounting memos and research applicable standards., • Distribute accounts receivable reports and coordinate cross-functional workflows., • Participate in ad hoc financial projects and continuous process improvement. Client Requirements, • Bachelor's degree in Accounting is required; CPA or CPA-track is highly preferred., • Public Accounting out of mid-size or large regional firm, • 7-10 years of experience in a full-cycle real estate accounting environment., • Advanced Excel proficiency (including pivot tables and lookups)., • Comfortable working independently and prioritizing tasks with minimal oversight., • Must be a strong collaborator and effective team player. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Pay Details: $120,000.00 to $130,000.00 per year Search managed by: Rami Muhanna Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply 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 OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionABOUT VIAPLUS: ViaPlus is a global mobility company in the Intelligent Transportation Systems (ITS) market, specializing in revenue and services management solutions for the transportation industry. Our customer operations, data analytics, and full-featured, single-account back-office technology facilitate the high-volume transactions required for seamless multimodal mobility. As a VINCI Highways subsidiary, we are committed to technical innovation and to promoting a positive mobility experience for all. We are pioneers in the transportation transaction and mobility industry, with a decade of proven global experience in providing solutions focused on the tolling and transit industries. ViaPlus is headquartered near Dallas, Texas, and maintains offices across the United States, France, India, and Ireland. We are part of the global network of VINCI Concessions, an international player in transport infrastructure with projects in 23 countries. Our vision has evolved to provide a fully automated, end-to-end transportation solution that significantly improves revenue collection and efficiency while effectively lowering costs for our agency clients. We serve enterprises that require high-volume, real-time transaction processing with the highest levels of accuracy, especially where revenue reconciliation and customer account management are key deliverables to the customer experience. Our flagship back-office system (BOS) enables Mobility-as-a-Service (MaaS) with a “one account” feature that supports multimodal transportation solutions. In a rapidly changing environment, ViaPlus maintains a strong focus on technology and continuous R&D to improve agency efficiencies, reduce operating expenses, and maximize revenue – all while providing exceptional customer service. Learn more: ABOUT VINCI HIGHWAYS VINCI Highways, a VINCI Concessions subsidiary, is a leader in road concessions, operations and mobility services. We design, finance, build and operate highways, bridges, tunnels, urban roads and mobility services on a network of more than 3,360 km in 15 countries. VINCI Highways leverages its expertise to deliver the highest performance and safety standards and provide drivers with a positive experience. More information: @VINCIConcess JOB PROFILE: Solution Architect JOB LOCATION: Carrollton, TX JOB RESPONSIBILITIES: The Solution Architect will join the Commercial Sales team, specializing in cloud-hosted systems and technology. The ideal candidate will bring deep technical expertise in IT, software solutioning, strong analytical and written communication skills and a commitment to enhancing operational efficiency through technology. This position is responsible for evaluating requirements, analyzing client needs, identifying appropriate services and solutions, and preparing tailored responses to various client solicitations. Working under the guidance of the Senior Solution Manager and in close collaboration with the Commercial department, the Solution Architect will play a critical role in supporting sales initiatives. This includes ensuring technical integrity, scalability, and relevance of proposed IT, customer service and back-office solutions in tolling environments. The candidate will contribute to the development of tailored proposals, support RFP responses, and act as a technical liaison between potential clients and internal teams. • Pre-Sales Support: Collaborates with sales teams to understand customer needs. Crafts and presents tailored technical solutions., • Serves as part of the technical support team within the Commercial department to ensure seamless integration of technical expertise into the sales process., • Client Proposal Requirements evaluation, analysis, and technical proposal writing to ensure compliant and timely response preparation., • Support Business, Functional, Operational, and Technical solution evaluations., • Prepare, and maintain project proposal documentation responses., • Document necessary collected information referring to the proposal requirements and company business practices., • Perform the analysis, review, and design of system features., • Create workflow charts, process diagrams, test cases/plans, and business requirements as needed., • Product Demonstrations: Conducts demos, presentations, and proof-of-concept sessions to showcase product capabilities, making complex technical information accessible to non-technical customers., • Technical Expertise: Serves as a subject matter expert, answering detailed technical questions and addressing concerns during the sales process., • Collaborate with Commercial and Marketing teams to understand customer requirements, enhancing sales support strategies., • Analyze and evaluate contact center technologies to identify areas for improvement and optimization., • Solution product offerings and baseline system modifications to meet customers' technical requirements and evolving market needs., • Customer Engagement: Builds relationships with clients, helping them understand how the product fits into their operations or solves specific problems., • Feedback Loop: Communicates customer feedback to product and engineering teams to influence future development., • Collaborate with cross-functional teams to implement and integrate new technologies and systems., • All other duties as assigned. QUALIFICATIONS: • Superior personal and interpersonal attributes (e.g., results-oriented, and performance-oriented work style, creativity, entrepreneurial qualities, personal maturity)., • Ambitious and motivated with leadership skills but a collaborative personality., • High level of integrity and reliability., • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, including executives, managers, end users, and subject matter experts., • Excellent analytical skills, logical and structured thinking, and creativity in problem-solving., • Curiosity, adaptability, and the willingness to learn new processes and methodologies., • Ability to translate between business, technical, and sales audiences., • Ability to demonstrate commitment to quality and client satisfaction., • Ability to work independently and work effectively within a team environment., • 3-5 years of experience in a technical role with exposure to IVR, ACD, CRM software stack solutions, Azure Cloud and SAAS environments, tolling industry experience is a plus., • Experience preparing and presenting technology solution documentation verbally and written. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to use hands and reach with hands and arms, hear, and talk. The employee will be working and navigating on a computer. The employee occasionally is required to stand, sit, stoop, kneel, crouch, and walk. The employee may occasionally be required to lift and/or move up to 20 pounds. The work environment is usually moderate to loud. Powered by JazzHR X91GxY71Or

Job Description Collinson Group is a global leader in driving loyalty and engagement for many of the world’s largest companies. Predominantly through the provision of travel related benefits within a market leading digital travel ecosystem. The group offers a unique blend of industry and sector specialists who together provide market-leading experience in delivering products and services across four core capabilities: Loyalty, Lifestyle Benefits and Insurance. The group provides unrivalled insight and expertise around affluent consumers and frequent travellers, creating and delivering products and services now accessible to over 400m end consumers. We have more than 25 years’ experience, with 28 global locations, servicing over 800 clients in 170 countries, employing 1,800 people. We have been bringing innovation to the market since inception – from launching the first independent global VIP lounge access Programme, Priority Pass to being the first to sell direct travel insurance in the UK through Columbus Direct and creating the first loyalty agency of its kind in the travel sector with ICLP. Today we still invest heavily in innovation to ensure that we continue to deliver superior customer experiences. Key clients include: Visa, Mastercard, American Express, Cathay Pacific, British Airways, LATAM, Flying Blue, Accor, EasyJet, HSBC, Chase, HDFC. Our mission is focused on doing good beyond profit, which for us means we seek out opportunities for our people to share in our success and that we give back to the communities and people within which we work. Never short of ambition, the success of our business is delivered through the diverse and talented team of over 1,800 colleagues globally. What does a Commercial Finance Manager Do: The Commercial Finance Manager is a valued member of the Finance Team contributing to the strategic opportunities in the Travel Experiences division at a Global or Regional level. Examples of these may include: • Proposition Pricing, • Sensitivity Analysis, • Market-Entry or “Power Up” Strategies, • Evaluation of Client Requests, • Global reporting, forecasting and budgeting You will be leveraging globally available pricing and analysis tools or building innovative bespoke models that are flexible, automated and aligned to global commercial frameworks. Regular external (client) contact is also expected. The Americas region encompasses the United States, Canada and Latin America countries. What You'll Do: • Financial modelling / business casing, competitive analysis, consumer research, legal or regulatory guidelines, • Clear project definition (scope, desired outputs, key stakeholders), • Gather the essential information – facts and views – from key stakeholders and interrogate logically and rationally, • Develop recommendations, with clear rationale, • Present the output with a clear story, from current situation through to recommendation, • Work with internal and external stakeholders to align to a recommendation, and feed into the delivery process, • Support the Commercial and Marketing teams in framing problems and opportunities, or with commercial modelling, and the presentation of these both internally and externally, • Help define our future strategy, • Build, maintain and enhance relationships with other internal teams and external partnerships, • Strategic mindset, • Problem-solving ability, using both creative and/or structured thinking as necessary, • Strong commercial modelling skills (including Excel), • Collaborative, easy to work with, • A good communicator (use and awareness of verbal and non-verbal, presenting, PPT), • Experience of forming hypotheses, delivering business cases and tying customer experience and client opportunities to business value, • Comfortable in a fast-paced, ambiguous environment, with changing priorities and demands, • Degree holder or equivalent, with at least 5 years relevant experience in Finance Analytics / FP&A, • 100% employer paid medical, dental, life & LTD insurance for employees, • 100% match to your 401k deferrals (limited) with 100% vesting at 6 months, • Supplemental Insurance including STD, additional Life, • Priority Pass Membership, • Global Mentoring Program, • Wellness Programs We are focused on continually evolving our purpose driven, high performing culture, providing an environment where our people have the opportunity to achieve their full potential and do interesting and meaningful work. Our company values are: Act smarter, Do the right thing, One team and Be insight led. These help guide everything we do internally in terms of how we think, act and interact, right through to how we deliver value to our customers and clients. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc). If you need any extra support throughout the interview process, then please email us at

Job Description Collinson Group is a global leader in driving loyalty and engagement for many of the world’s largest companies. Predominantly through the provision of travel related benefits within a market leading digital travel ecosystem. The group offers a unique blend of industry and sector specialists who together provide market-leading experience in delivering products and services across four core capabilities: Loyalty, Lifestyle Benefits and Insurance. The group provides unrivalled insight and expertise around affluent consumers and frequent travellers, creating and delivering products and services now accessible to over 400m end consumers. We have more than 25 years’ experience, with 28 global locations, servicing over 800 clients in 170 countries, employing 1,800 people. We have been bringing innovation to the market since inception – from launching the first independent global VIP lounge access Programme, Priority Pass to being the first to sell direct travel insurance in the UK through Columbus Direct and creating the first loyalty agency of its kind in the travel sector with ICLP. Today we still invest heavily in innovation to ensure that we continue to deliver superior customer experiences. Key clients include: Visa, Mastercard, American Express, Cathay Pacific, British Airways, LATAM, Flying Blue, Accor, EasyJet, HSBC, Chase, HDFC. Our mission is focused on doing good beyond profit, which for us means we seek out opportunities for our people to share in our success and that we give back to the communities and people within which we work. Never short of ambition, the success of our business is delivered through the diverse and talented team of over 1,800 colleagues globally. What Does a Business Development Manager Do: Collinson offers a comprehensive suite of loyalty technology and commerce solutions, combined with Loyalty marketing and CRM services, all with customer data at the heart. We help our clients give their customers compelling reasons to engage, spend more and become loyal advocates, and we have done so for 30 years. The Business Development Manager will lead our efforts in selling Collinson’s products and services to Financial Services clients under the leadership of the Business Development Director. Together, they will focus on prospects, including banks, credit unions, credit card issuers, general insurers, payment networks and other FS organizations with large customer, cardholder, or membership bases. The position will leverage Collinson’s global experience serving leading travel brands to develop opportunities with new prospects, as well as cross-selling products and services to existing Collinson clients. The Business Development Manager will support the evolving, robust pipeline of qualified opportunities/leads across the sub-region to nurture as direct clients, to secure new deals that generate incremental revenue from clients & prospects primarily operating within the travel & tourism sector. Internally, this will involve close collaboration with the cross-functional teams including loyalty, product and delivery, regional marketing, and account management teams. Overview: · Responsible for creating and managing a robust pipeline of new client business with suitable urgency and rigour around prospecting process. · While working in a matrix environment, define an effective Go To Market strategy and associated forecast for the travel sector in full alignment with the leadership team. · Support the realization of new revenue through pipeline management, RFP/pitch success and large projects sold within 12 months. · Raise profile, awareness, and clarity of Collinson’s Loyalty proposition in the market, while also representing other Collinson group solutions. What You'll Do: Support Collinson’s sub-regional Business Development activities across Loyalty products and services through a consultative approach within the financial sector: · Help develop sales plan, identifying key prospects; identify and target key decision makers and influencers across all prospect organizations. · Identify key sales cycles for major contracts/opportunities from RFPs within the financial sector. · Map and understand the competitor set – which is now diverse and fragmented (loyalty tech providers boutique data shops, to traditional Loyalty providers like Merkel and AIMIA, as well as CRM agencies). · Help develop effective and maintain constructive contact strategies with clients and prospects. · Champion the cross-selling of Collinson Loyalty products and services to existing clients in collaboration with regional account management teams. · Represent Collinson at key industry and corporate events to develop the brand profile and sales pipeline. Collaborate with key internal stakeholders throughout the new business process: · Liaise with Loyalty consulting and/or pre-sales subject-matter experts to develop effective win strategies to match client/prospect needs and challenges with relevant Collinson products and services. · Facilitate two-way interaction with research and marketing, sharing data on sector developments, news, prospect/competitor insight and activities. · Liaise with regional account teams to introduce Loyalty products and services to existing clients in a strategic and coordinated manner. Assist in managing responses to RFIs/RFPs including, ensuring the right casting and materials: · Work in tandem with the consulting and pre-sales team to ensure a smooth transition from sales into product demonstration, commercial negotiation, and sales closure. · Liaise with the relevant Proposition owners, financial analyst(s), brand/marketing, and IT, to develop RFP responses and commercial proposals. · Co-ordinate and deliver all content to deadlines ensuring quality of execution. · Ensure thorough evaluation of commercial models to deliver optimal profitability balanced with all forecasted sales and program costs. Effective and timely reporting standards and CRM utilization: · Adherence to Group new business processes (NBP), pipeline reporting requirements. · Fulfilment of all regular and ad-hoc reporting in line with requirements set by line-manager (and members of the leadership team from time to time). · Timely updates of all prospecting information including all new/revised client/prospect contact status updates, meeting minutes, actions, win strategies and NBP stages into Salesforce. · Provision of clear sales performance against targets/objectives set and initiatives in place. What You'll Need: · Proven consultative selling and negotiation skills, up to and including C-Level. · Understanding of the competitive landscape. Understand areas that competitors do not currently serve but there is customer and market demand. · Ability to identify and propose win-win business terms for both Clients and Collinson. · Ability to positively build relationships and influence internal constituents to efficiently execute and close sales. · Experience negotiating legal agreements and working with inside council to ensure needs of both the client and Collinson are met via the contracting process. · Ability to formulate and articulate the internal pro-forma process to ensure deal financial hurdles are met. · Agility to generate cold leads and develop warm leads credibly at all levels. · Understanding of the loyalty and benefits products in the travel sector, and the key players that focus on loyalty, rewards, and member benefits. · Experience of selling consumer benefits, software as a service and/or marketing services would be distinctly advantageous. · Ability to lead by example; act decisively, able to manage challenging deadlines and requests effectively. · Use of own initiative, self-motivated, ability to hit the ground running. · Ability to recognize opportunities where other regional Collinson markets may benefit from introductions and/or multi market opportunities. · Ability to travel as needed (estimated 25-50%). Collinson is an equal opportunity employer and welcomes differences in all their forms including: color, race, ethnicity, gender identity, sexual orientation, neurodivergence, family status, age, individuals with disabilities and people from all backgrounds, cultures and experiences as we strongly believe this contributes to our on-going success. We are focused on continually evolving our purpose driven, high performing culture, providing an environment where our people have the opportunity to achieve their full potential and do interesting and meaningful work. Our company values are: Act smarter, Do the right thing, One team and Be insight led. These help guide everything we do internally in terms of how we think, act and interact, right through to how we deliver value to our customers and clients. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc). If you need any extra support throughout the interview process, then please email us at

We’re seeking a Retirement Innovation Product Manager to lead discovery, ideation, and development of new digital and non-digital products and services in the retirement space. This role will focus on identifying unmet needs among owners and affluent employees of small and medium-sized businesses, researching market trends, evaluating new technologies, and designing forward-thinking solutions. Working cross-functionally, you’ll bring structure to innovation by testing ideas, leading pilots, and preparing high-potential concepts for broader launch. This is a direct-hire, on-site role in Plano, TX, with 75 remote days per year. COMP: $154K-$180K (Base + Bonus) depending on candidates' experience, etc. WHAT OUR CLIENT OFFERS: • 100% paid medical, dental, and vision premiums for you and your qualifying dependents, • A 50% 401(K) match, up to the IRS maximum, • 20 days of PTO*, plus 10 paid holidays, • Family Support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back-up childcare WHAT YOU’LL DO: • Research emerging trends, client needs, and competitive innovations across the retirement space, • Identify opportunities to better serve small business owners and employees, • Generate, validate, and prioritize new product concepts aligned with company growth goals, • Develop product briefs, market analyses, and business cases for new offerings, • Collaborate with internal teams to design, prototype, and test early-stage solutions, • Lead pilots to assess product-market fit, feasibility, and ROI, • Partner with client acquisition, operations, legal, and compliance to evaluate readiness and risk, • Contribute to the long-term innovation product roadmap with senior leadership WHAT YOU’LL BRING: • Bachelor’s degree required; advanced degree or certifications preferred, • 5+ years of experience in product management, strategy, or innovation roles, • 2+ years of experience in the financial services or fintech industry strongly preferred, • Strong working knowledge of modern product management frameworks, • Demonstrated success working with SMB clients or in small business environments strongly preferred, • Strong foundation in customer research, prototyping, and early-stage development, • Exceptional written and verbal communication skills with executive presence, • Analytical thinker with the ability to evaluate product-market fit and ROI, • Familiarity with digital advice platforms, financial planning tools, or RIA tech stacks is a plus APPLY TODAY! CP # 8524

Our Plano, TX- based client is hiring a Senior Innovation Product Manager to play a pivotal role in building a new employee benefits business from the ground up. This is a true zero-to-one opportunity. You’ll lead early-stage discovery and definition work—researching the market, validating customer needs, shaping product concepts, and helping determine what this business should become. In close partnership with a senior business leader, you’ll help shape and validate the foundation of a new employee benefits offering. This is a direct-hire position working on-site in Plano, TX, with 75 days of remote work per year. COMP RANGE: $165k - $185k depending on candidates' experience, etc... WHAT OUR CLIENT OFFERS: • 100% paid medical, dental, and vision premiums for you and your qualifying dependents, • A 50% 401(K) match, up to the IRS maximum, • 20 days of PTO*, plus 10 paid holidays, • Family Support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance & back-up childcare WHAT YOU’LL DO: • Partner with senior business leadership to research, define, and evaluate potential employee benefits products and services, • Conduct market & competitive research to assess target segments, customer needs & overall opportunity size, • Lead customer & client discovery efforts, including interview planning, synthesis & identification of unmet needs, • Translate research into clear problem statements, product concepts, and early solution direction, • Build and maintain a structured product roadmap and backlog, including MVP and future-state concepts, • Collaborate with internal teams to design, prototype, and test early-stage solutions, • Evaluate and recommend vendors and technology platforms required to support a benefits brokerage business, • Define and document high-level data, reporting, and BI requirements to support future execution, • Identify key risks, dependencies, and tradeoffs across product, operating model, technology, and data, • Partner with IT, Finance, Legal, Compliance, and Operations to enable informed planning and decision-making, • Prepare clear, concise, and well-structured materials for executive review and discussion WHAT YOU’LL BRING: • Bachelor’s Degree required; advanced degrees or certifications (AIPMM, Pragmatic Institute, IDEO, etc.) are a plus, • 7+ years of experience in product management, strategy, or innovation roles—ideally within regulated industries such as employee benefits, insurance, or healthcare, • 2+ years of experience in the employee benefits ecosystem (e.g., carriers, brokers, vendors, consultants, or employers), • Proven success leading early-stage, ambiguous, or zero-to-one initiatives, particularly in B2B or services-based products, • Strong ability to turn market research, customer insights, and business analysis into clear product direction and leadership-ready documentation, • Experience building product roadmaps, backlogs, and requirements for complex, regulated offerings, • Excellent written and verbal communication skills, especially with executive audiences APPLY TODAY! CP # 8534

HCLTech is looking for a highly talented and self- motivated Guidewire Program Manager to join in advancing the technological world through innovation and creativity. Req ID: 98996 Work Location: Plano TX Open for Remote: No Job Title/Role Name: Guidewire Program Manager Experience level (Years): 15+ years Must have skills: 1. Proficiency in guidewire policy center configuration and customization., 2. Strong understanding of insurance domain processes and practices., 3. Excellent communication skills to effectively interact with clients and internal teams., 4. Ability to analyze complex business requirements and translate them into guidewire system configurations., 5. Experience in system testing, troubleshooting, and providing user support for guidewire implementations. Job Description: 1. Collaborate with clients to gather and analyze business requirements for guidewire policy center and claim center implementations., 2. Configure and customize guidewire policy center and claim center systems to align with client needs., 3. Provide training and support to end-users on the functionality of guidewire systems., 4. Assist in system testing, troubleshooting, and resolving any issues that arise during the implementation phase., 5. Stay updated on the latest features and updates in guidewire policy center and claim center technologies to provide innovative solutions to clients. Pay and Benefits Pay Range Minimum: $144,000 per year Pay Range Maximum: $222,000 per year HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to for investigation. Compensation and Benefits A candidate’s pay within the range will depend on their work location, skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the followi14520ng benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year. How You’ll Grow At HCLTech, we offer continuous opportunities for you to find your spark and grow with us. We want you to be happy and satisfied with your role and to really learn what type of work sparks your brilliance the best. Throughout your time with us, we offer transparent communication with senior-level employees, learning and career development programs at every level, and opportunities to experiment in different roles or even pivot industries. We believe that you should be in control of your career with unlimited opportunities to find the role that fits you best.

About the Opportunity This is for the people who have arrived at that quiet moment many professionals reach, often after years of competence and contribution, where success stops feeling complete. The work still matters. The responsibilities are real. And yet, there's an awareness that security in the corporate space isn’t guaranteed and something deeper, more original, is asking to be expressed. True North Align partners with established professionals through an Independent model built on performance-based compensation. This is for those ready to step beyond the standard corporate blueprint and into work that aligns to their true north. Backgrounds We Value: While this is an independent role, the skills required for success are often honed in high-impact leadership roles. We find that professionals who have excelled as a Sales Executive, HR Director, Regional Sales Manager, or Strategic Advisor are uniquely positioned to leverage our success education framework. If you have a background in Operations Management, Corporate Training, Education, or have served as an HR Business Partner, your experience in scaling people and processes will be a significant asset here. Our Philosophy: Growth as Practice We believe transformation is a lifelong journey. We provide a proven framework in the high-demand sector of Success Education and Leadership Mastery. We value those passionate about transformation for themselves and those they serve. The Work Itself • Lead by Example: Study our training programs to lead others by sharing what you have actually done and learned in your own life., • Real Results: Give advice that truly works so that both you and your clients can see real progress., • Share Your Story: Use social media and the internet to tell your story and find the right people to work with., • Support Others: Work with a group of people who want to grow and help each other succeed., • Client Development: Build and nurture relationships with high-performing professionals seeking Transformation across global markets. The Candidate • Clear Communicator: You speak and write in a way that is easy to understand and shows your leadership and expertise., • Be the Boss of Your Work: You take responsibility for what happens and see hard tasks as a chance to get better., • Plenty of Experience: You have worked for at least 7 years and have a history of high-performance., • Good with People: You care about making real connections and know how to communicate with impact., • Work Well on Your Own: You like working by yourself and always try to do your best without being managed., • Always Getting Better: You love to learn and are always looking for ways to reach the next level. What We Offer • Work from Anywhere: You can do your job from any place in the world., • Pick Your Own Hours: You get to plan your schedule so it fits perfectly with your life., • A Great Team: You get to work with and learn from a successful group of leaders from around the globe., • Get Paid for Your Results: Your pay is based on the great work you do and the results you achieve.

Health Advocates Network is seeking an energetic, outgoing, success driven candidate to join our Recruiting team in Dallas, Texas. Do you thrive in a fast-paced work environment and possess the organizational skills to prioritize work and successfully complete urgent tasks? Use your critical thinking skills to reach your goals! Do you enjoy talking with new people and have strong communication skills? Use your enthusiastic personality and customer service skills to connect with new people! Bring your exceptional work ethic to Health Advocates Network and be a part of our highly successful team! Who We Are: If you're looking for a career with a dynamic company in the healthcare staffing industry where you can make a meaningful impact, Health Advocates Network is the place for you! We have been recognized as a best place to work by our employees and third-party organizations: • Best Companies Group - 2024 Best Places to Work in Texas, • Staffing Industry Analysts Best Staffing Firm to Work For, • Modern Healthcare's Best Company to Work For in Healthcare, • ClearlyRated's Best of Staffing Employee Satisfaction (5-Year Designation) Position Overview The Recruiter is responsible for cultivating relationships with prospective and current field employees interested in career opportunities by providing the best possible experience through initiating contact, maintaining exceptional rapport, and providing extraordinary customer service. Essential Duties and Requirements • Proactively identify, source, and recruit qualified candidates that meet hiring criteria and manager requirements., • Proactively contact and recruit prospective candidates to establish relationships, understand their needs and qualify them for job opportunities in accordance with manager direction., • Educate prospective candidates on the personal and professional benefits of a career with the company., • Continuously generate leads using high volume communication through telephone, email, and text message., • Develop and maintain candidate pipelines, quality contacts and referrals, and report to manager on activities., • Generate leads through various recruiting channels, strategic planning, and referrals, including utilization of various job boards, sourcing tools and techniques to attract and identify active and passive qualified candidates., • Obtain manager approval for job posting and sponsorship., • Build and maintain unique relationships with prospective and current field employees., • Build and maintain relationships with trade associations, universities, and other organizations to find and attract talent., • Prepare candidate profiles qualified for submission to clients directly or through a VMS platform., • Review applications and interview applicants to obtain work history, education, training, job skills and compensation requirements., • Organize and document post-interview debriefing and feedback with recruiting team., • Confer with internal account managers to identify open talent needs., • Verify applicant documents and ensure compliance., • Respond to employee and client inquiries in a timely manner., • Strive for continuous improvement and career advancement., • Perform other related duties as assigned. Knowledge, Skills & Abilities • Strong relationship building and interpersonal skills., • Strong ability to multi-task and shift gears as business needs and opportunities develop., • Collaborate with Management to create competitive pricing that achieves financial goals., • Ability to thrive under pressure, meet deadlines, and be available as needed., • Ability to ask for guidance and escalate issues as appropriate., • Possess a desire to learn and advance in a fast-paced sales environment., • Organized with attention to detail, strong communication skills, high integrity, and dependability., • Highly motivated to achieve results and meet goals., • Team player with a willingness to do whatever is necessary for the betterment of the company. Education and Experience Criteria • Bachelor’s degree or equivalent experience, preferred., • Experience in following standard processes and key performance metrics, preferred., • 3-5 years of industry-related work experience, preferred., • Experience in recruiting, sales or other metrics driven environment, preferred., • Must be authorized to work in the U.S. Physical Requirements • Must be able to remain in a stationary position 50% of the time, • Occasionally move about inside an office environment, • Must be able to lift 15 pounds at a time., • Constantly operates a computer and other office productivity machinery, • Frequently communicate with internal and external clients in-person, and via telephone, email, and video conferencing. Must be able to exchange accurate information in these situations. Benefits · Paid Time Off · Medical Insurance · Dental Insurance · Vision Insurance · Life Insurance · 401k · Pet Insurance

Our client is looking for a full-time Care Coordinator (CC) to join their team in Plano, Texas. The Care Coordinator is responsible for customer service and case coordination. This position will help plan members access financial assistance programs. The Care Coordinator will follow up with members, pharmacies, health care providers and/or financial assistance programs to confirm shipment/receipt of drug shipments. From time to time, the Clinical Care Coordinator will be in contact with PBMs and Payers (Funds, Plan Sponsors, Insurers) to gather information and assist plan members to connect members with alternative medication funding who have complex clinical conditions and are receiving medication in a home infusion or in-office infusion setting. Responsibilities: • Ensure that plan members meet plan eligibility requirements, • Act as primary point of contact for plan members, • Serve as plan member advocate and enhance the collaborative relationship between the plan member, health care provider, and patient assistance program representatives, • Document/record all interactions with members, health care providers, pharmacies, and financial assistance entities in the Customer Relationship Manager software (“CRM”) in a timely manner, • Provide exceptional customer service to internal and external customers; resolve any customer requests in a timely and accurate manner; escalates complaints accordingly, • Review pending activities/events and specific customer requests to ensure excellent customer service and customer experience, • Demonstrate proficiency and full understanding of the Company plan member database including data elements, definition of case statuses and outcomes, case documentation requirements and the importance of meeting company metrics, • Research and identify available financial assistance programs for specialty drugs that are prescribed for active members, • Coordinate access to patient assistance programs; provide assistance to plan members and physician staff to complete all necessary financial assistance program forms and applications in a timely manner, • Coordinate delivery and verify receipt of financial assistance forms and applications to plan members, physician offices, and financial assistance programs, • Verify drug dispenses to members and compile audit trail of source documents and information for each dispense, • Report any financial assistance program trends to supervisor, • Communicate with plan member’s health plan sponsor, Fund, or PBM as needed, • Recommend improved processes and management methods to generate workflow optimization, • Perform such other duties as needed or assigned by management. Requirements: • Minimum 3+ years customer service experience, healthcare reimbursement and/or pharmaceutical experience preferred, • Excellent written and oral communication skills, • Ability to multi-task and handle consistent workflow, • Time management and prioritization skills, • Computer, email and MS Office competence. Preferred skills • Bilingual communications, • Certified Pharmacy Technician, • Medical Assistant Certification If this sounds like you, please contact us today! Unable to sponsor visas for this position. Please encourage those authorized, to work in the U.S. without a visa, to apply! Must be authorized to work in the U.S.!

Summary/Objective Paymentus Holdings, Inc. is a leading provider of cloud-based bill payment technology and solutions. Founded in 2004 and headquartered in Charlotte, North Carolina, we offer electronic bill presentment, payment services, customer communication, and self-service revenue management across diverse industries including utilities, financial services, insurance, healthcare, telecommunications, and government sectors. Our innovative solutions have positioned us as a key player in the fintech industry. Position Overview: We're seeking an experienced Technical Project Manager to join our innovative team. The ideal candidate will have a strong background in payment processing methodologies, including emerging methods like cryptocurrency and wallet-based payments. This role requires expertise in API technology and interfaces to connect our solutions with billers offering payment services to end consumers. Essential Functions/ Responsibilities • Lead technical projects from inception to completion, aligning with company goals and customer needs., • Design and lead the implementation of customized, enterprise-scale billing and payment solutions, aligning with clients’ long-term business strategies, • Offer expert guidance on emerging technologies (cloud, integrations, fintech) and develop innovative solutions to complex technical challenges., • Collaborate with C-level stakeholders to define project scope, ensure seamless execution, and measure ROI, ultimately driving business growth and client satisfaction., • A strong knowledge of business processes, IT systems, and solutions, while also being able to communicate complex software processes., • Manages clients’ executive stakeholders to ensure project success., • Lead discovery sessions with clients, as well as assist in both internal and external working sessions. Lead kickoff of project scope with internal stakeholders., • Collaborate with cross-functional teams to design, develop, and implement payment solutions., • Utilize Agile methodologies (Scrum/Kanban) to manage project timelines and deliverables., • Monitor project progress, identify risks, and develop mitigation strategies., • Maintain focus on customer experience, adapting to changing priorities in our fast-paced environment., • Develop and maintain project reports and analytics to track KPIs and communicate progress to stakeholders., • Establish and manage successful relationships with partners as assigned., • Manages scope of expanded opportunities., • Provide input and recommendations for improvements for the internal processes to provide efficiency and effectiveness., • Assist other teams on implementations or projects as appropriate with management’s approval., • Help report and maintain feature requests., • Assist with product testing when necessary., • PMP and/or Agile or Scrum certification is a plus Supervisory Responsibility This position does not have any supervisory responsibility or direct reports. Education and Experience • 7-10+ years of experience in payment processing or billing functions at consumer-driven companies., • Candidates must exhibit experience in a client-facing role, leading a multi-position team, and implementing successful project plans with a focus on client support., • Strong understanding of payment processing methodologies and emerging payment methods., • Proficiency in API technology and integration with billing systems., • Expertise in Agile methodologies and software development lifecycles., • Proficiency in the following tools:, • Project Management: Jira, Trello, Confluence, Smartsheet, • Communication: Slack, Microsoft Teams, Zoom, • Experience with Salesforce is a plus., • Self-directed with strong problem-solving skills and ability to work autonomously., • Excellent communication skills and meticulous attention to detail., • Strong stakeholder management skills. Candidates must demonstrate solid business background experience and experience in implementations, alongside excellent professional written and verbal communication skills while communicating with client managers, directors, and VPs., • Strong interpersonal skills, core values, including a positive attitude, balance, creativity, determination, and teamwork are vital. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Physical Demands Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must be able to travel. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, during normal business hours. Occasional evening and weekend work may be required as job duties demand. Travel Travel requirement is up to 35%; however, requirements may be greater or less than during certain periods of the year. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. EEO Statement Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to actual or perceived race, creed, color, age, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, national origin, ancestry, citizenship status, religion, marital status, physical or mental disability, military service or veteran status, genetic information, protected medical condition as defined by applicable state or local law, genetic information, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, access to facilities and programs and general treatment during employment. Reasonable Accommodation Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others. An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.

Job Title: Project Manager Location: Plano, TX, 75074 Schedule: HYBRID 3 days on site, 2 days remote, 8:00am-5:00pm. Compensation: $40-45/hr Benefits: Eligible Day 1 (Medical, Dental, Vision, 401k, Holidays) Day to Day: Insight Global is seeking a Project Manager to support a major telecommunications client in leading the full lifecycle of a large multi‑site product rollout. The PM manages planning, site surveys, scheduling, installations, vendor coordination, quality assurance, customer communication, performance testing, and project closeout while serving as the primary day‑to‑day liaison between the client and their customers to ensure all deliverables are completed accurately and on time. This role oversees end‑to‑end execution of the product deployment by developing and managing project plans, schedules, risks, issues, and stakeholder communications, and by ensuring all documentation and reporting remain accurate and current. The PM coordinates all planning and site readiness activities, including vendor‑managed site surveys, needs assessments, system design documentation, survey reports, bill of materials creation, and installation procedures. During implementation, they schedule and track every installation to completion, validate installation quality, and secure required sign‑offs. They manage all quality assurance tasks by confirming sites are ready for close‑to‑bill submission, resolving installation failures or rejections, and maintaining updated records. The PM also oversees service activation and performance testing for pilot and full‑rollout phases, leads post‑activation monitoring to identify and resolve recurring issues, and ensures seamless customer training and handoff to the client’s operations teams. Finally, they support billing reviews, finalize project documentation, and contribute to planning for future phases of service expansion. Minimum Qualifications: • PMP Certified, • 5 years of experience in a project management role, specifically in product implementation., • Proficiency with Microsoft Office or Google Suite products., • Comfortable with presenting project updates to external and internal leadership., • Ability to communicate effectively across multiple departments and organizations. Preferred Qualifications • Telecommunications background, • Previous lead or managerial experience

SOLICITATION OF APPLICATION FOR EMPLOYMENT OF PERSONAL PROTECTION OFFICER Executive Protection Agent / Protective Driver | DFW Operations POSITION OVERVIEW Blue Goose Security Transportation, LLC (“Blue Goose”) provides executive protection and secure luxury transportation services to executives, business leaders, and high-profile individuals across the Dallas–Fort Worth metroplex. Blue Goose is building its founding roster of Personal Protection Officers — a role for senior protectors ready to continue their mission in the private sector, serving principals who demand the same excellence delivered downrange or on the job. Blue Goose was founded by a Navy SEAL and retired police detective who understands what the transition from service to civilian life requires — an organization that matches the operator’s standards. The founding roster is being built deliberately. This position begins as part-time W-2 employment, with full-time conversion as Blue Goose grows. This is a non-binding solicitation of an application for employment and is not a binding offer of employment. The actual terms of employment will be negotiated by the successful applicant and Blue Goose only after the application process and background investigations have been completed and the parties have agreed in writing upon the actual terms of employment. Employment may be terminated at any time at the discretion of Blue Goose. POSITION DETAILS Classification: Part-Time W-2 Employee (FLSA Non-Exempt, Hourly) Initial Schedule: 15–25 hours/week (Part-Time) | Full-Time conversion based on performance and company growth Area of Operations: DFW Metroplex (with occasional travel as required by detail) Reports To: Operations Manager / Mark “MJ” Blais, Founder & CEO Hourly Rate: $39.00/hour starting; senior operators evaluated for elevated compensation based on credentials and experience Projected Start Date: Approximately 2 weeks from offer acceptance WHY BLUE GOOSE — CONTINUE YOUR MISSION You did not spend years in the teams, the unit, or on the job to operate at someone else’s standard. Blue Goose was built by operators, for operators. Our founder walked the same ground — Hostage Rescue, combat deployments, detective work, and head of state protective details. • Led by a Navy SEAL and retired police detective who currently protects Fortune 500 principals, • Founding roster — operators on the founding team will lead as Blue Goose expands into Houston, Austin, and beyond, • Work alongside fellow Special Operations veterans and elite law enforcement professionals — no mall cops, no warm bodies, no filler, • W-2 employment from day one — workers’ comp, payroll taxes, and full legal protections covered, • Premium fleet — Cadillac Escalade ESV and Mercedes-Benz S-Class, maintained to inspection standard COMPENSATION STRUCTURE Part-Time (Initial Employment) • Starting Rate: $39.00/hour, • Senior operators with extensive EP, SOF, or elite LE backgrounds may be evaluated for elevated starting compensation based on credentials and experience, • Schedule: 15–25 hours/week (client-driven assignments), • Overtime: time-and-a-half for hours exceeding 40 in a workweek, • Workers’ compensation coverage, • Professional uniforms and company vehicle provided Full-Time (Upon Conversion) • Base Rate: $39.00/hour with 40 hours/week guaranteed (rate adjusted for senior operators per starting evaluation), • Annual Base: approximately $81,120 (before overtime), • Health insurance (employer contribution), • 401(k) with employer match, • Paid time off and paid holidays, • Continuing education and professional development support PATH TO FULL-TIME EMPLOYMENT Blue Goose is building its founding roster through demonstrated competence under real operational conditions. Full-time conversion is a function of company expansion, client demand, and operator performance — not seniority or time served. Evaluation Criteria (6–12 Months) • Client satisfaction and principal feedback, • Punctuality, reliability, and assignment completion, • Vehicle care and maintenance adherence, • Professionalism and cultural fit with Blue Goose standards, • Zero safety incidents Career Advancement Path PPO → Lead PPO → Detail Leader → Operations Manager (based on performance and company needs) PRIMARY RESPONSIBILITIES Executive Protection & Secure Transportation • Provide close protection and secure transportation for assigned principals, • Conduct threat assessment and real-time environmental monitoring, • Execute defensive and evasive driving techniques as conditions require, • Perform advance reconnaissance and route planning for all assignments, • Execute emergency response protocols (medical, security threats, evacuations) Client Service & Professionalism • Deliver a seamless, luxury client experience befitting C-suite executives and high-profile individuals, • Maintain absolute discretion and confidentiality regarding all principal information and movements, • Complete accurate trip documentation and after-action reporting Vehicle & Equipment Standards • Maintain assigned vehicle to Blue Goose inspection standards at all times, • Coordinate scheduled maintenance and report vehicle concerns immediately, • Conduct pre-detail vehicle inspections and security sweeps REQUIRED QUALIFICATIONS Senior Operator Background (Non-Negotiable) Minimum seven (7) years of cumulative experience in one or more of the following: • U.S. Special Operations Forces — Navy SEALs, Army Special Forces, Marine Raiders / MARSOC, 75th Ranger Regiment, Air Force Pararescue or Combat Control, • Federal protective details — U.S. Secret Service, Diplomatic Security Service, U.S. Marshals Service, • Federal tactical units — FBI HRT, USMS SOG, DEA SRT, • Elite state and municipal law enforcement — Texas Rangers, DPS Governors Detail, SWAT, Special Response Teams, • Detective-level investigative experience with dignitary or executive protection assignments, • Professional executive protection — Fortune 500 corporate EP, UHNW family detail, dignitary protection — with verifiable principal-protection track record, • Honorable discharge or separation in good standing with no adverse actions Licensing & Credentials (Non-Negotiable) • Texas DPS Level 4 PPO license (current, or ability to obtain within 30 days of hire), • Valid Texas Driver’s License (Class C minimum) with clean driving record (no major violations in 3 years), • Clean criminal history and background check, • Firearms proficiency and ability to pass Blue Goose firearms qualification Preferred Additional Qualifications • Defensive or high-performance driving certification, • Emergency medical training (EMT, Tactical Combat Casualty Care, 18D), • Executive protection school completion, • Firearms instructor certification, • Counter-surveillance training, • Foreign language proficiency, • Active or reinstatable Top Secret security clearance, • Corporate Fortune 500 or dignitary protection client experience PHYSICAL REQUIREMENTS Physical demands listed below are essential functions of this position, directly related to emergency response, principal extraction, and sustained operational readiness. Essential Physical Functions • Ability to move, carry, or drag an incapacitated adult up to 200 pounds to safety and load into an SUV in an emergency extraction, • Cardiovascular conditioning sufficient for sustained exertion under high-stress conditions, including rapid movement and defensive positioning, • Ability to stand, walk, and remain alert for extended periods (shifts may exceed 12 hours), • Full range of motion in all extremities to operate vehicle controls, engage in defensive tactics, and respond to physical threats, • Visual acuity and peripheral awareness sufficient to detect and assess potential threats in dynamic environments, • Ability to maintain composure, mental acuity, and sound judgment under conditions of acute stress, fatigue, or physical threat OPERATOR PROFILE Blue Goose operators are not security guards. They are quiet professionals who combine tactical competence with executive presence. The successful applicant will demonstrate: • Impeccable discretion — absolute confidentiality is non-negotiable, • Service-oriented mindset — protects and serves the principal, not the ego, • Professional appearance and communication — comfortable with C-suite executives and their families, • Situational awareness — reads environments the way you were trained to, • Adaptable and resourceful — solves problems before they become incidents, • Self-motivated without supervision — operates with autonomy and accountability, • Team player — understands that the mission comes first and the team makes it happen, • Flexible scheduling — evenings, weekends, and holidays as client needs dictate APPLICATION PROCESS • Phase 1: Submit resume, DD-214 or service record summary, and current PPO license (or proof of enrollment), • Phase 2: Phone screen with Operations Manager or Founder (30 minutes), • Phase 3: In-person interview with scenario-based assessment (2 hours), • Phase 4: Background investigation, driving record review, reference checks, and psychological evaluation at company expense, • Phase 5: Driving assessment, shooting qualification, and final interview, • Phase 6: Written offer to successful applicant TO APPLY Submit materials evidencing qualifications to: Subject Line: PPO Application — Executive Protection Agent Application Deadline: Rolling basis until positions filled Expected Start Date: Approximately 2 weeks from offer acceptance BLUE GOOSE SECURITY TRANSPORTATION LLC Equal Opportunity Employer | Veterans Encouraged to Apply

Make an Impact. Support the Team. Grow Your Career. We're hiring a Lead Service Valet to help deliver high-quality, consistent trash collection service at apartment communities. Reporting to the Operations Manager, this hands-on role supports service coverage, quality control, and team development. It's a critical steppingstone to the Area Leader position and plays a key role in keeping operations running smoothly. When Area Leaders are off duty, you'll step in to lead the team, manage service routes, and address any issues in the field. While some responsibilities are reactive, success in this role depends on your ability to spot trends, solve problems, and keep service levels high. What You'll Get: • Pay: $21.00 per hour, • Schedule: Flexible schedule required Sunday - Saturday, • Mileage Reimbursement: mileage will be reimbursed monthly What You'll Do: • Cover Area Leader duties during absences and manage assigned service areas, • Train and support Service Valets; complete handoffs and onboarding as needed, • Conduct audits to assess service quality, safety, and operational efficiency, • Fill in on trash collection routes when needed due to absences or high volume, • Respond to service issues quickly and escalate complex problems, • Identify trends, prevent recurring issues, and recommend process improvements, • Provide support across multiple districts as business needs change, • Help with container delivery, new client launches, and community events, • Maintain positive relationships with peers, leadership, and client contacts, • Report safety hazards, equipment issues, and personnel concerns What You'll Bring: • Customer-first mindset with a strong work ethic, • Team leadership potential and the drive to grow into a management role, • Strong problem-solving, organization, and communication skills, • Ability to work independently and adapt to fast-changing environments, • Comfortable using company tools and mobile apps Requirements: • Must be at least 18 years old, • Authorized to Work in the U.S., • Smartphone with data plan required to use our mobile app (biweekly stipend provided), • Valid driver's license and insured open-bed pickup or trailer-equipped vehicle, • Willingness to work outdoors in all weather conditions, • Ability to lift to 50 lbs., and walk long distances, • Experience in logistics, valet trash, or field services preferred, • Flexible availability, including evenings, weekends, holidays, and split shifts Why You'll Love Working with Us: At Valet Living, we don't just provide essential services, we build careers, create opportunities, and cultivate a culture of excellence. As part of our team, you'll experience a workplace where leadership is about service, growth is the norm, and every detail matters. • Clear path to leadership and career growth, • Active, outdoor work that keeps you energized, • Get paid fast with DailyPay, • A supportive team that values your impact Excited to grow your career? Apply now and be a vital part of our team! The application window is anticipated to close 60 days from the date the job is posted. Are you a current Valet Living employee? If so, click ___ to apply. Valet Living is an Equal Opportunity Employer that values the strength diversity brings to the workplace. We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law.

Job Description The ideal HVAC Service Technician candidate should have exceptional customer service and HVAC service experience. Successful candidates are organized and able to perform in a fast-paced environment. This role reports to the Service Manager. Must be available to work full shifts plus overtime. Key Responsibilities: • Service and repair HVAC systems: Analyze system issues and identify appropriate repair courses of action; prepare written work cost estimates and customer recommendations. Maintain truck inventory. Ensure necessary tools and equipment for each job are present., • Troubleshoot and resolve issues: Complete diagnostic troubleshooting of HVAC Systems, checking the layout of existing HVAC devices and units to plan work procedures properly., • Conduct maintenance and repair: Perform regular system checks and preventive maintenance to ensure reliability and efficiency. Complete repairs and offer recommendations for ongoing maintenance., • Customer interaction: Deliver excellent customer service by addressing client concerns with professionalism and courtesy., • Safety and compliance: Follow all safety standards and regulations to maintain a safe working environment., • Documentation: Keep accurate records of services performed and parts used. Document service performed and recommendations made by completing applicable forms, reports, logs, and/or records., • Company: Ensure all work meets with company's quality and safety standards., • Meet individual and team performance goals., • Experience: 2 years’ experience as an HVAC technician., • Strong communication skills, • TDLR certification and EPA certification required, • Strong technical troubleshooting skills, • Competitive pay and great work environment, • Comprehensive benefits package, including Medical, Dental, Vision and Life coverage., • Paid vacation and holidays, • Company-provided iPhone and iPad, • Fully equipped company truck with parts, equipment, and gas card (For Qualified Positions), • Training & Development: Continuous education and advancement opportunities Work in field environments across residential job sites, climbing ladders and navigating uneven surfaces. Regularly works in confined spaces and moves materials up to 50 pounds. Operates hand and power tools and vehicles. Must be able to see, hear, and exchange accurate information with customers and team members. Regular exposure to outdoor weather, noise, and dust. Reasonable accommodation may be made to perform essential functions. #LEX Pay Range$70,000—$100,000 USD About Lex: At Lex Air Conditioning, Heating, Plumbing, and Electrical, we’re not just a team—we’re a family committed to excellence. We proudly serve the Dallas–Fort Worth area with integrity, professionalism, and the kind of service that makes customers for life. If you’re looking for a company that treats you like family, respects your time, and helps you grow your career in the trades, Lex is the place to be. Come deliver the Gold Standard of White Glove Service—and get the support you need to shine. We are an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws.

We’re seeking a detail-oriented and client-focused Employee Benefits Account Manager or Account Executive to join our in-office team in Plano, TX. Benefits Account Manager – [Your Name] Employment Type: Full Time Years Experience: 5 - 10 years Salary: $45,000 - $70,000 Annual Bonus/Commission: Y

Job Description We are seeking a highly skilled and experienced ServiceNow Operations Manager to join our team at Forhyre LLC. The successful candidate will be responsible for managing and leading multiple strategic projects, collaborating with internal and external stakeholders, and ensuring the successful delivery of ServiceNow operations. Qualifications: • 12+ years' experience with software development, design, and architecture, • Bachelor's degree in Computer Science, Information Technology, or related field (Master's preferred)., • 7+ years' experience in solution architecture with emphasis on implementation of SNOW technical solutions, • 8+ years' experience in Agile practices, building software in an enterprise environment., • ServiceNow Certified Implementation Specialist and Certified Application Developer certifications., • Proven experience as a technical leader in ServiceNow implementations, with a deep understanding of ITSM and other ServiceNow modules., • Strong expertise in ServiceNow scripting, workflows, and integrations., • Deep enterprise architecture experience, including technical, business, security, and data architecture, • The ability to set clear and challenging goals while committing the organization to improved performance, tenacious and accountable in getting results., • Strong capability & ability to drive stakeholder & relationship management with all partners, • ServiceNow Certified Application Developer (CAD) or ServiceNow Certified Implementation Specialist., • Solid understanding and hands-on experience in ServiceNow modules such as Change Management, Incident Management, ITOM, IRM, ITAM, Security vulnerabilities (SecOps)., • Demonstrable experience in designing and implementing ServiceNow solutions to meet business requirements., • Experience with Agile and ITIL practices is a plus. Keys to Success in this Role: • Proven ability to work cross-functionally with teams to deliver successful projects., • Excellent problem-solving skills and ability to think critically., • Strong written and verbal communication skills and client facing skills., • Strong organizational skills with the ability to multitask and prioritize multiple priorities., • Work independently with minimal direction., • Ideal candidates would be ServiceNow experts, and certified. If you meet these qualifications and are excited about the opportunity to join our team at Forhyre LLC, please submit your application for consideration.

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: • Work with our Canadian clients to build a trusting and professional relationship, • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals, • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape, • CFA (passed any level) and Series 65 (we will help you obtain upon starting), • 4+ years of experience with portfolio management and client relationship building, • Bachelor's degree We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO, plus 10 paid holidays, • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

RTRLAW is Expanding …and hiring! Come join our team! Founded in 1988, RTRLAW, a premier full-service law firm, has handled tens of thousands of cases and recovered hundreds of millions of dollars for our clients in different areas of law, including personal injury/car accidents, personal injury protection (PIP) litigation, workers’ compensation, family law, employment law, real estate law, estate planning/probate and commercial litigation. As a rapidly expanding, premier legal practice, RTRLAW delivers exceptional client results across Florida and Texas, combining a deep bench of talent with a robust, multi-state presence. We are seeking a full-time experienced and highly motivated Bilingual Personal Injury Litigation Paralegal for our Dallas, TX office. Candidate will manage the full lifecycle of the litigation cases, from initial client intake through trial and post-trial procedures. The ideal candidate will have minimum 3 years’ experience as a litigation personal injury paralegal and have served as the primary case manager, ensuring meticulous organization, proactive deadline management, and comprehensive support to attorneys. This role requires a detail-oriented professional with strong communication and technical skills who can thrive in a fast-paced environment. In addition, must have handled a case load of at least 100 cases. This is NOT a remote position. Compensation: Salary range $75,000 - $95,000, Pay is commensurate with experience. Responsibilities: • Ability to handle a high-volume caseload., • Managing a case load from intake and opening through settlement and closing., • Contact clients, insurance companies and medical providers., • Order medical records from providers and communicate with clients and providers during the course of treatment., • Obtain documents necessary to support injury and/or liability positions., • Interact with insurance carriers and medical providers to secure records and account balances., • Contact insurance companies to determine coverages and policy limits., • Maintain organized case files., • Draft litigation complaints, discovery responses Qualifications: • Minimum of 3 years of experience in Personal Injury Litigation., • Bilingual, English / Spanish required., • Must have strong work ethic and be able to work well in a fast-paced environment., • Must have great people skills as the position requires a great deal of client contact., • Must be able to manage multiple tasks and meet deadlines., • Must be able to prioritize work and work under pressure., • Must be well organized and detail oriented., • Must have computer skills including knowledge of Microsoft Word, Microsoft Excel, and Outlook. Benefits: RTRLAW offers a competitive salary based on experience, comprehensive benefits, including medical, dental, vision, disability and life insurance; paid time off and paid holidays; a state-of-the-art office environment with a positive and enthusiastic work culture. Location: Fully onsite. Work in Garland, TX office. This position is NOT remote.

Relationship Manager – Advice & Wealth Management Hybrid | Financial Services Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients. This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance. In this role, you’ll manage a sophisticated book of self-directed clients with $5M–$25M in assets, serving as their primary point of contact and trusted partner. You’ll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence. Why This Role Stands Out • Manage a premium UHNW client base with meaningful assets and long-term relationships, • Engage in high-level wealth conversations that go beyond transactions, • Grow your expertise across advanced planning, investment solutions, and advisory partnerships, • Join a culture that invests heavily in training, development, and long-term career growth What You’ll Do As a Relationship Manager, you will: • Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience., • Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance., • Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving., • Strategically manage and grow your book of business while supporting broader retention and growth initiatives., • Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values., • Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience., • Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.) Career Growth & Development Our Client is hiring at multiple Relationship Manager levels, offering a clear pathway for advancement. Whether you’re ready to expand your scope or deepen your expertise with UHNW clients, you’ll be supported by structured onboarding, ongoing education, and leadership committed to your success. What We’re Looking For • Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance)., • SIE & Series 7 required prior to start, • Series 66 may be obtained after start, • 3+ years of experience managing a book of business in financial services., • 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred., • A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions., • Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving., • Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential. Work Model This role follows a hybrid schedule, with in-office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays.

At Henderson, we're about more than just buildings We're about the people, experiences, and potential found inside. We're a company of problem-solvers and innovators known for our technical excellence and ability to come up with out-of-the-box solutions. We love the process of bringing buildings to life. And we're changing the industry by integrating the building design and construction process. As an ESOP, each of our employee-owners are an essential part of our mission to lead the industry in innovation, sustainability, and client experience. With a vision to build a better world, Team Henderson has a people-first culture and diverse portfolio of world-class facilities. It's What We Do We provide total building system design services across multiple high-growth markets for industry leaders. You'll get to use your talent to work on projects for some of the biggest names in mission-critical, higher education, sports, healthcare, grocery, restaurant, and retail within the sectors we serve in business, community, grocery, health, retail, & venue. It's How We're Different We're about more than just buildings. We're about you. You, and the hundreds of passionate employee-owners who make us who we are. We've always been committed to providing an inclusive workplace where people can bring their full self to work and helps people reach their full potential - both as professionals and individuals. Together, we dream up innovative solutions for industry-wide problems, design spaces that become landmarks, and toast the good life at our happy hours. Take a peek into what makes us different here: Position Overview: As a project manager at Henderson Engineers, you will have the opportunity to contribute your expertise to our six market sectors, including Business, Community, Grocery & Distribution, Health, Retail, and Venue. Within each sector, we seamlessly integrate our engineering knowledge with the in-the-field experience of our sister company, ___, to deliver a client experience unlike any other in the industry. To learn more about the facilities included in our sectors check out our website: ___ Key Responsibilities: • Be responsible for all aspects of project execution and client experience on assigned projects; may support larger/more complex projects., • Assist with the development of project proposals, contracts, and project budgets., • Manage the bid processes., • Plan and coordinates project deliverables on assigned projects; may support planning and coordination on larger/more complex projects., • Manage client service and project communication., • Monitor and ensure adherence to budgets and financial expectations., • Responsible for overall project performance., • Contribute to efforts to improve performance and ensure consistent adherence to applicable quality standards., • Support creating specific program project fees., • Manage client service and communication for specific program projects., • Responsible for the successful execution of assigned program projects; may contribute to other program projects as needed., • Monitor project quality expectations on assigned projects; may support monitoring on other projects as needed., • Ensure deliverables meet project objectives and quality expectations., • Recognize project conflicts, makes suggestions for resolution, and proactively works with other project leaders to resolve., • Manage project design and drafting activities to produce project deliverables; may support design and drafting activities on other projects as needed., • Serve as the primary project contact and brand ambassador., • Maintain regular communication with clients to ensure satisfaction with the project process and engineering work product, and that client views are managed toward the best solution., • Resolve project-related conflict and respond to client requests and questions on assigned projects; may support these activities on other projects as needed. Mid-Level: • Bachelor's degree in engineering, construction management, science, technology, or business preferred. 4 years of relevant experience within the AEC or Professional Services industry will be considered in lieu of requisite education., • Have5 yearsof relevant experience with design and/or construction on a variety of commercial building projects., • Bachelor's degree in engineering, construction management, science, technology, or business preferred. 4 years of relevant experience within the AEC or Professional Services industry will be considered in lieu of requisite education., • 8 years of relevant experience required, including at least 4 years cumulative project management experience., • Proficiency in project management standards and execution required., • Experience with Revit, CAD,and/or Bluebeam., • Project management certification., • Professional Engineering (PE) license. Let's Talk Perks We take care of our people. As a Henderson employee, you'll enjoy some pretty awesome perks. Trust us, your friends will all have work envy. Culture Flexible Work Hours (Because we all need to balance work and life.) Casual Dress Code (Be yourself, please.) Paid Volunteer Time (We literally pay you to volunteer.) Paid Parental Leave (Because we know both parents deserve to be there for a new child.) Health and Wellness Initiatives (Get Fit and Stay Fit.) Receptive and Forward-Thinking Leadership (Our doors are always open.) Clear Career Path Options (We want you to excel.) Benefits Industry-leading 401K match and profit sharing (When the company succeeds, we all share in that success.) Employee Stock Ownership Plan (Yes, our employees are the owners.) Paid Training for Professional Development (We'll pay for the time you take getting better at what you do.) Performance Bonuses (When you do well, we reward you for your work.) Comprehensive and Extensive Insurance (We've got you covered.) Paid Term Life and Disability (We've got your family covered, too.) Health Savings Account & Flexible Spending Accounts (We'll help you take advantage of tax savings.) Paid Time Off and Sick Time off (Take a break. You deserve it!) Financial Wellness & Coaching Program (Financial security makes you a happier team member.) More information can be found here - ___. Henderson Engineers, Inc. and Henderson Building Solutions are EEO Employers/Vet/Disabled and participate in the E-Verify program. Applicants for positions with Henderson Engineers/Henderson Building Solutions must be legally authorized to work in the United States, and verification of eligibility will be required at the time of commencement of employment. All offers will be contingent upon completion of the hiring process including verifications and background checks as required for employment. To all recruitment agencies: Henderson does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of Henderson without a prior written search agreement will be considered unsolicited and the property of Henderson. Please, no phone calls or emails. NOTICE TO CANDIDATES: RECRUITMENT FRAUD ALERT Henderson representatives conduct all email communications exclusively through a company email address that ends with @hendersonengineers.com, @hendersonbuilding.com. We extend offers of employment only after a comprehensive interview process and will never ask you for a payment of any sort nor offer one for any reason. Henderson will not ask any applicant to purchase equipment, nor offer to reimburse any applicant for expenses incurred prior to employment. We will not request personal information until a legitimate offer of employment has been extended. If you suspect a recruitment attempt is fraudulent, you should cease communications. All legitimate job opportunities are posted on our company website's careers page.

At Henderson, we're about more than just buildings We're about the people, experiences, and potential found inside. We're a company of problem-solvers and innovators known for our technical excellence and ability to come up with out-of-the-box solutions. We love the process of bringing buildings to life. And we're changing the industry by integrating the building design and construction process. As an ESOP, each of our employee-owners are an essential part of our mission to lead the industry in innovation, sustainability, and client experience. With a vision to build a better world, Team Henderson has a people-first culture and diverse portfolio of world-class facilities. It's What We Do We provide total building system design services across multiple high-growth markets for industry leaders. You'll get to use your talent to work on projects for some of the biggest names in mission-critical, higher education, sports, healthcare, grocery, restaurant, and retail within the sectors we serve in business, community, grocery, health, retail, & venue. It's How We're Different We're about more than just buildings. We're about you. You, and the hundreds of passionate employee-owners who make us who we are. We've always been committed to providing an inclusive workplace where people can bring their full self to work and helps people reach their full potential - both as professionals and individuals. Together, we dream up innovative solutions for industry-wide problems, design spaces that become landmarks, and toast the good life at our happy hours. Take a peek into what makes us different here: ___ Position Overview: As a senior project manager at Henderson Engineers, you will have the opportunity to contribute your expertise to our six market sectors, including Business, Community, Grocery & Distribution, Health, Retail, and Venue. Within each sector, we seamlessly integrate our engineering knowledge with the in-the-field experience of our sister company, ___, to deliver a client experience unlike any other in the industry. To learn more about the facilities included in our sectors check out our website: ___ Key Responsibilities: • Oversee and coordinate all aspects of project planning, execution, and client experience., • Manage the development of project proposals, contracts, and project budgets., • Plan and coordinate project deliverables, delegating as needed., • Manage client service and project communication, maintaining proactive communication throughout the project life cycle., • Monitor and ensure adherence to budgets and financial expectations., • Responsible for overall project performance., • Manage and develop program contracts and project fee matrices., • Manage client service and communication, maintaining proactive communication throughout the project life cycle., • Define and manage project quality expectations., • Ensure deliverables meet project objectives and quality expectations., • Develop the scope of work and fees for complex projects to mitigate risk throughout the project life cycle., • Serve as the primary project/program contact and brand ambassador., • Maintain regular communication with clients and sub-consultants to ensure satisfaction with the project process and engineering work product, and that client views are managed toward the best solution., • Anticipate and proactively resolves project-related conflict, balancing the interests of internal and external stakeholders and sharing lessons learned to improve overall client experience., • Partner with sector and practice leadership to create and support business development strategies within their sector or practice., • Bachelor's degree in engineering, construction management, science, technology, or business preferred. 4 years of relevant experience within the AEC or Professional Services industry will be considered in lieu of requisite education., • 14 years of relevant experience required, including at least 10 years cumulative of project management experience., • Advanced proficiency in project management standards and execution required., • Experience with Revit, CAD,and/or Bluebeam., • Project management certification preferred. Individual salaries may be higher or lower than the stated range depending on factors unrelated to the applicant's race, color, religion, gender, sexual orientation, gender identity, national origin, ethnicity, age, or disability. Salary can vary from this range based on geographic cost of labor statistical differentials. Salary ranges: New York Salary Range: $129,722 - $194,583 Los Angeles Salary Range: $123,342 - $185,014 Denver Salary Range: $116,963 - $175,444 Philadelphia Salary Range: $116,963 - $175,444 Las Vegas Salary Range: $111,646 - $167,469 NOTICE TO CANDIDATES: RECRUITMENT FRAUD ALERT Henderson representatives conduct all email communications exclusively through a company email address that ends with @hendersonengineers.com, @hendersonbuilding.com. We extend offers of employment only after a comprehensive interview process and will never ask you for a payment of any sort nor offer one for any reason. Henderson will not ask any applicant to purchase equipment, nor offer to reimburse any applicant for expenses incurred prior to employment. We will not request personal information until a legitimate offer of employment has been extended. If you suspect a recruitment attempt is fraudulent, you should cease communications. You may contact us at ___ to verify whether a recruitment contact is legitimate. All legitimate job opportunities are posted on our company website's careers page.