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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

BCG Securities is part of the Horace Mann family of companies. Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment. BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. We understand that today’s advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways. At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth. Compensation Structure: This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities. What We Offer At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support. We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including: • Comprehensive medical, dental, and vision coverage, • 401(k) with company match, • Life insurance and long-term disability coverage, • Retirement plan support and resources, • Internal support staff and operational assistance, • Practice-management support, • Planning and investment resources, • Ongoing training and professional development opportunities, • Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams, • A team-oriented culture focused on advisor success and long-term client relationships Why Advisors Choose BCG Securities Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice. Advisors have access to: • Retirement plan support and resources, • Wealth management, investment, insurance, and financial planning solutions, • Internal support staff and planning resources, • Practice-management support, • Collaboration across operations, investments, insurance, retirement plans, and client service teams, • Training and professional development opportunities, • A team-oriented culture focused on long-term advisor success This opportunity may be a strong fit for advisors interested in: • Building long-term client relationships, • Expanding financial planning and wealth management conversations, • Supporting retirement plan participants and employer relationships, • Growing across investments, retirement planning, and insurance solutions, • Working independently while leveraging a collaborative support structure Key Responsibilities • Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance, • Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies, • Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve, • Discuss insurance and annuity solutions, where appropriate, as part of the planning process, • Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable, • Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions, • Build and manage strong client relationships through consistent communication, service, and follow-through, • Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience Position Requirements • Bachelor’s degree, • Minimum of 3 years of experience as a Financial Advisor, • Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63, • Life and Health insurance licenses preferred, • Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required, • Strong client relationship management skills, • Excellent verbal and written communication skills, • Ability to work independently and collaboratively while managing multiple priorities, • Commitment to ethical conduct, regulatory compliance, and client-focused service Additional Compensation Information Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies. All applications will be handled confidentially. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our _ All applicants should review our _

Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job Description Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced Insurance Operations Manager to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth. The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results. Key Responsibilities Insurance Operations & Underwriting • Oversee underwriting, case design, placement, and policy implementation processes, • Develop and enhance workflows to ensure an efficient, compliant client experience, • Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes, • Act as a resource for complex cases and product recommendations Illustration & Case Design • Oversee the preparation and review of insurance and annuity illustrations, • Ensure accuracy and effectiveness of client-facing proposals and advisor presentations, • Support advisors with product comparisons and case strategy Team Leadership • Recruit, develop, and manage a growing insurance operations team, • Establish best practices and drive operational excellence, • Mentor staff and create opportunities for ongoing professional development Advisor Support • Serve as the internal subject matter expert on life insurance, long-term care, and annuity products, • Partner with financial advisors to identify appropriate solutions for clients, • Assist with case design, underwriting strategies, and implementation Business Development • Help expand the firm's insurance business and identify growth opportunities, • Build and maintain strong relationships with carriers, wholesalers, and industry partners, • Support strategic initiatives aimed at enhancing the firm's overall client offering Qualifications • Minimum of 8 years of experience in life insurance, long-term care insurance, and annuities, • Experience within an RIA, wealth management, financial planning, broker-dealer, or insurance environment strongly preferred, • Bachelor's degree required; advanced designations such as CLU, ChFC, or CFP are highly valued or a L& H License, • Strong knowledge of underwriting, placement, case management, and illustration production, • Understanding of insurance regulations, compliance, and industry best practices, • Proven leadership and team development experience

Job Description Financial Advisor | Educator-Focused Practice Location: Elmsford, NY (In Person) Initial Compensation: $70,000–$85,000 per year, plus commissions Job Type: Full-Time About Us We are a collaborative office of Financial Advisors dedicated to serving public school teachers throughout Westchester County, NY. Our mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This role is ideal for a relationship-driven advisor who desires to join a growing practice and values education, integrity, and long-term impact over transactional sales. You will work directly with school districts and within school buildings, with the goal of building long-term relationships. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business What You’ll Do • Develop comprehensive, personalized financial plans including retirement planning, investment management, tax strategies, and estate considerations, • Build and maintain long-term relationships with individual clients, school districts, and employers through trust, education, and accountability, • Conduct detailed financial analyses to evaluate clients’ current situations and identify opportunities for improvement, • Manage and monitor client portfolios, providing ongoing recommendations aligned with market conditions and client risk tolerance, • Educate clients on financial strategies and products in a clear, ethical, and transparent manner, • Utilize CRM and financial planning software to document client interactions and track progress, • Stay current on securities laws, regulations, and compliance requirements, • Research market trends and emerging financial products to enhance client outcomes Qualifications • Bachelor’s degree required, • Active Series 6 or Series 7 FINRA license (required), • Series 63, 65, or 66 (preferred), • NY Life & Health Insurance License (preferred), • Experience in financial planning, wealth management, or a related field, • Strong understanding of retirement planning, portfolio management, and investment strategies, • Exceptional communication and relationship-building skills, • Ethical, client-first mindset with high standards of honesty and professionalism, • Ability to work independently while contributing to a team-oriented environment Benefits • 401(k) with matching, • Health and dental insurance, • Paid time off, • Retirement plan, • Financial planning services Work Location: In person (Elmsford, NY 10523 – commute required)

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

Job DescriptionWe are looking for a client-centered Financial Advisor to join a wealth management team in Parsippany, New Jersey. In this role, you will help individuals and families make informed financial decisions by contributing to personalized planning, investment guidance, and responsive ongoing service. This position offers the opportunity to partner with senior advisors while also managing select client relationships independently. Responsibilities: • Contribute to client appointments by helping guide discussions, documenting next steps, and ensuring timely follow-up on agreed actions., • Support the creation of tailored financial plans by gathering relevant information, organizing recommendations, and assisting senior team members with plan development., • Evaluate each client’s financial priorities, concerns, and long-term objectives to help shape practical wealth strategies., • Work alongside outside professionals such as accountants and attorneys to align financial recommendations with broader client needs., • Oversee pre-meeting and post-meeting communication, keeping clients informed and maintaining momentum on deliverables., • Use planning tools and related software to input financial data, prepare analyses, and produce client-ready reports., • Act as the lead advisor for less complex relationships, delivering thoughtful guidance and dependable service., • Develop investment proposals by reviewing asset allocation options and preparing supporting portfolio guidance documents., • Provide additional coverage for client questions related to advisory matters and investment decisions when other advisors are unavailable., • Assist with written client outreach, including market commentary, educational updates, and other timely communications.• CFP designation is required., • Active Series 7 license is required., • Series 66, Series 65, and/or Series 63 licensing is strongly preferred., • Bachelor’s degree in finance, accounting, economics, business, or a closely related discipline., • Prior experience in wealth management, financial planning, investment advisory, or a similar financial services setting., • Solid knowledge of planning principles, portfolio construction, and long-term wealth preservation strategies., • Understanding of regulatory expectations, compliance standards, and detail-oriented practices within the advisory industry., • Strong communication, analytical, organizational, and relationship-building skills with a high standard of confidentiality.

Lending Transaction Manager – Lending and Banking Services, \n Full-Time, Hybrid, New York, NY, Boston, MA, Springfield, MA \n \n \n \n The Opportunity \n As Lending Transaction Manager, you will step into a rare opportunity to shape the future of lending at MassMutual Wealth Management (MMWM) from the ground up. This is not a support role, a back-office function, or a product explainer position. This is a front-line leadership role designed for someone who thrives on accountability, moves decisively, and takes pride in turning strategy into real, closed business. \n You will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. Your mandate is simple and powerful: drive adoption, close transactions, and elevate outcomes for advisors and their most sophisticated clients. \n You will guide advisors through live transactions, navigate real market conditions, and translate complex credit structures into decisive action. Every interaction you have will matter and your impact will be visible, measurable, and meaningful. \n \n The Team \n You will join the Wealth Management organization at MMWM, a collaborative, high-performing group of experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, Technology, and Operations. This is a team united by a shared ambition: to redefine how advisors deliver value and how clients build, preserve, and access wealth. We operate with urgency, intellectual rigor, and a deep commitment to innovation. If you’re energized by creative people, big ideas, and the freedom to execute, you’ll thrive here. \n Lending & Banking Services delivers sophisticated solutions to strengthen a client’s overall wealth management strategy. Reporting directly to the Head of Lending Product and Pricing, you will collaborate closely with senior leaders across product, risk, operations, and technology, as well as external lenders and vendors, operating in an environment where decisions move fast and results matter. \n \n The Impact \n This role exists to drive growth. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish. \n You will: \n\n • \n Directly influence advisor behavior and client outcomes \n • \n Own a diversified pipeline across multiple lending verticals \n • \n Proactively identify opportunities, solve problems, and close deals \n • \n Shape the evolution of MassMutual’s Wealth Management Lending platform \n\n This is a role for a leader who wants to leave a mark, someone who is energized by responsibility, autonomy, and the opportunity to build something enduring. \n \n Key Responsibilities but not limited to: \n \n Advisor & Transaction Leadership \n\n • \n Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment. \n • \n Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals. \n • \n Lead advisors and clients through complex decisions, delivering clarity, conviction, and results through tailored recommendations supporting advisors to ensure successful client outcomes. \n • \n Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding. \n • \n Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence. \n • \n Triage inquiries, manage exceptions, and escalate critical issues with urgency and professionalism. \n\n \n Lending Execution & Deal Management \n\n • \n Manage a dynamic pipeline across securities-based lending, personal lending, business lending, and specialty lending solutions. \n • \n Coordinate seamlessly with legal, compliance, operations, marketing, and product partners to drive efficient, compliant execution. \n • \n Identify and remove friction points to improve cycle times, advisor experience, and client outcomes. \n • \n Maintain rigorous standards for documentation, regulatory adherence, and audit readiness. \n • \n Partner with marketing and distribution to lead high-impact campaigns that drive lending adoption. \n\n \n Platform Adoption & Growth \n\n • \n Coach advisors on when, why, and how to use lending as part of holistic financial planning. \n • \n Track and analyze key performance metrics, including pipeline volume, conversion rates, utilization, and time to close. \n • \n Contribute to initiatives that simplify workflows, enhance scalability, and elevate the end-to-end lending experience. \n • \n Influence product strategy by gathering market insights, testing feasibility, and validating new offerings. \n • \n Monitor field feedback, analyze usage trends, and use insights to drive enhancements and solve friction points. \n\n \n The Minimum Qualifications \n\n • \n Bachelor’s degree or High School diploma and 6+ years of financial services experience \n • \n FINRA Series 7 at time of application or must obtain within 90 days of hire. \n • \n 6+ years’ financial services experience; including at least 4 years of lending transaction management experience. \n\n \n The Ideal Qualifications \n\n • \n Proven ability to organize and manage multiple live transactions, prioritize under pressure and drive deals forward at speed. \n • \n Skilled communicator: proactive and effective written and verbal communication able to effectively align cross-functional teams and collaborate with internal and external stakeholders. \n • \n Sharp attention to detail with a mindset for scalability and operational precision. \n • \n Previous experience at a private bank or wealth management lender. \n • \n Exceptional advisor-facing communication skills, able to distill complex lending situations into clear value propositions and guide advisors with confidence. \n • \n Proficiency with Microsoft Word, Excel, PowerPoint. \n\n \n What to Expect as Part of MassMutual and the Team \n\n • \n Regular meetings with the Wealth Management Team \n • \n Focused one-on-one meetings with your manager \n • \n Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups \n • \n Access to learning content on Degreed and other informational platforms \n • \n Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits \n\n \n #LI-RS1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply.\n \n \nIf you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. \n \n \nCalifornia residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

Job Description Join the team at New Jersey’s largest wine and spirits distributor! At Allied Beverage Group, we’re proud of our dynamic, family-based culture and our role in keeping the beverage industry moving. If you're looking for a great company with great people—this is the place to be! Overview The Brand Ambassador role will be responsible for achieving customer objectives in both the Off & On Premise, Key Performance Indicators (KPI), and targets by implementing strategies and tactics while managing customers in a manner that will achieve profitable long-term growth. Responsibilities Customer • Deliver on volume and profitability objective by brand • Ensure compliance to Corporate Brand Strategies • Increase the quality/quantity of accepted innovative business building proposals o Understand best practices o Apply comprehensive market, product and consumer information to generate brand and volume building activities • Increase number of accounts where we are considered trusted advisor: o Become part of customers planning process o Obtain preferred supplier status (right of first refusal) o Understand and deliver on account’s goals, strategies and opportunities • Set goals, measure, evaluate and adapt to changes • Meet and exceed customer expectation on fundamental business needs Organizational • Identify and adopt key account management best practices beyond customer and industry • Lead development of annual plans for key accounts that reflect agreed brand and customer strategies and support the delivery of business goals • Develop preferred supplier status with accounts by participating in the accounts planning process • Communicate market, brand and consumer developments/trends/best practices inside and outside the category and/or industry • Influence Allied Beverage Group sales teams to develop account specific programs in line with brand strategies using local consumer insight • Recommend suitable account specific brand and volume mix targets • Oversee account performance and implement corrective business building actions • Proactively participate in strategy briefing sessions and provide continuous feedback on execution and program effectiveness • Ensure delivery of specific Category Management guidelines and principles to strategic account category manager resource aligned against customers • Set and achieve KPI’s (Depletions, Distribution, Ads, Displays, Features, Shelf Execution, Digital Posts, Menu Placement, Wells, House Pours, POS, Permanent Signage etc.) • Engage in relationship building activities with buyer for all key accounts KPI’s • Weekly Pre-plans and Recaps • Achieve monthly KPI Goals • Communicate and Manage Targets through Local Team • Work with Allied Beverage Group Sales Reps & Managers on key priorities o Weekly check-in on targets – Business Reviews and opportunity discussions o Sales Rep ride-withs o Field & Key Account Manager ride-withs o Presenting updates at weekly team meetings o Attend events • Responsibility for Core list of Off & On Premise accounts o Plan & Prepare Account/Activities o Account Business Reviews o Activate PRUSA Marketing Programs o Execute Retail Controllables and Brand Standards at L3F o Account audits o Assess and implement account needs o Consumer Sampling o Staff Education o Digital Posts Qualifications • 1-2 years major account responsibility, • Budget, sales and marketing experience with major CPG company, • 4-year college degree or equivalent experience, • Comprehensive understanding of spirits to include knowledge of categories, basic production, and service, • Ability to adapt and can assist a variety of internal customer groups and varying personality types, • Strong negotiation skills; demonstrate an entrepreneurial spirit, • Ability to create and sell innovative ideas, • Goal oriented, focused, and assertive individual who needs little direction or supervision, • Ability to work flexible hours which include early morning evenings, and/or weekends, • Ability to work overnight travel as required, • Ability to participate in business meetings, company initiatives and events upon request, • Stay apprised of federal, state and local laws affecting the beverage/alcohol industry within account responsibility, • Managing complex customer relationships, • Strong sales skills, superior negotiation and influencing skills, • Leadership capabilities with strong presentation and interpersonal skills, • Proficient in fact-based selling and analysis of syndicated consumer data (IRI, Nielsen), • Basic brand marketing and finance skills, • Basic computer skills (excel, access, word, PowerPoint etc.)Compensation and Benefits The anticipated salary range for this position is $65,000 to $70,000, depending on qualifications such as experience, education, and skillset. In addition to salary, this role is eligible for a discretionary bonus and offers a comprehensive benefits package including Medical, Dental, Vision, 401K plan with company match, Life Insurance, Long Term Disability, Flexible Spending Account, Employee Assistance Program, Pet Insurance Plan and more. Why You Will Love Allied Beverage Group Industry Leader – We are New Jersey’s Largest Wine and Spirits Distributor Culture – We may be a big corporation, but we are still family owned and we like to think that influences our work environment. We promote a culture based on trust, respect and collaboration State of the Art Facility – We opened a brand-new corporate office and distribution center in Elizabeth, NJ in 2019 Your Continued Growth – Our company encourages our employees to reach high, live up to their potential, and advance in their careers. We offer over 9,000 professional development courses that employees can take at any time Competitive Pay and Quality Benefits – Allied Beverage Group offers competitive pay commensurate with experience along with a comprehensive benefits package Allied Perks! – Associate recognition, discounts with several vendors and more The Company is dedicated to ensuring a safe and secure environment for our team members and visitors. To assist in achieving that goal, we conduct a drug and background check for all new team members post-offer and prior to the start of employment. The Immigration Reform and Control Act requires that verification of employment eligibility be documented for all new employees by the end of the third day of work. Allied Beverage Group participates in the E-Verify program to confirm employment eligibility of all new hires in the United States. EEO and AI Disclosure Statement Allied Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other legally protected characteristics. As part of our recruitment process, Allied Beverage Group uses artificial intelligence (AI) tools to support the initial review of applications. These tools are designed to assist our recruiters in identifying qualifications and experience that align with the requirements of each role. The tools do not make hiring decisions. All final decisions are made by our recruitment team and hiring managers. We are committed to fair and equitable hiring practices. If you have questions about this process or need an accommodation, please contact Human Resources. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Application Deadline: 09/23/2026 Address: 151 W 42nd Street Job Family Group: Audit, Risk & Compliance There is a hybrid requirement on this role. Performs validation of models and assesses model risk to confirm model appropriateness and capability for a designated portfolio. Provides effective challenge during model development and communicates decisions regarding model use to the business to ensure transparency and understanding of models and model risks. Assesses model’s capabilities, stress points and limitations; assesses the associated model risk and the controls in place to mitigate identified risks. • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do., • Ensures alignment between values and behaviour that fosters diversity and inclusion., • Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through., • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders., • Attracts, retains, and enables the career development of top talent., • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance., • Provides strategic input into business decisions as a trusted advisor., • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group., • Acts as a subject matter expert on relevant regulations and policies., • May network with industry contacts to gain competitive insights and best practices., • Interprets new regulations and assesses impacts to the program / portfolio validation framework., • Influences and negotiates to achieve business objectives., • Identifies emerging issues and trends to inform decision-making., • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution., • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals., • Measures the effectiveness of validation and monitoring framework; recommends changes as required., • Conducts independent analysis and assessment to resolve strategic issues., • Acts as the prime subject matter expert for internal/external stakeholders., • Represents the model validation program / portfolio for internal/external regulatory audits and/or examinations., • Ensures alignment between stakeholders., • Designs and produces regular and ad-hoc reports, and dashboards., • Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting., • Defines business requirements for analytics & reporting to ensure data insights inform business decision making., • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives., • Leads the development of the communication strategy focusing on positively influencing or changing behaviour., • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution., • Leads the research and development for validation of new types of models., • Leads and integrates the monitoring, measurement & reporting of the status of the model validation program / portfolio to internal & external stakeholders., • Provides input into the planning and implementation of ongoing operational programs in support of the model vetting framework and portfolio., • Leads in the design, implementation and management of core business/group processes., • Develops validation strategies and plans to ensure appropriate type and level of vetting of models is carried out., • Independently validates / tests models and their associated assumptions, benchmarks, and supporting documentation against model vesting process, standards, guidelines and principles; assesses the data for model development as well as inputs to the model; compares validation results with model developer results for replicability., • Identifies deficiencies, conditions for model use, recommends changes, and escalates as required; quantifies model risks, documents outcomes and communicates with stakeholders., • Identifies where corrective actions are required and escalates per guidelines; monitors and ensures corrective action is taken., • Provides technical advice and guidance to assigned business/group on implementation of the model vetting framework, and resolution of model risk issues., • Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance., • Builds effective relationships with internal/external stakeholders., • Ensures alignment between stakeholders., • Monitors and tracks performance; addresses any issues., • Coordinates and monitors the review and sign-off of model validation reporting including model inventory and model inventory attestations., • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders., • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine., • Implements changes in response to shifting trends., • Broader work or accountabilities may be assigned as needed. Qualifications: • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience., • In-depth / expert knowledge and understanding of model validation, model risk management practices., • In-depth / expert knowledge of regulatory requirements., • In-depth / expert knowledge & experience with risk policy frameworks; quality control / testing frameworks., • Seasoned professional with a combination of education, experience and industry knowledge., • Verbal & written communication skills - In-depth / Expert., • Analytical and problem solving skills - In-depth / Expert., • Influence skills - In-depth / Expert., • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert., • Able to manage ambiguity., • Data driven decision making - In-depth / Expert. Salary: $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: _ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at _ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to _ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Looking to step into a visible HR role where you can influence culture, support leadership, and drive employee experience across a growing media organization? This is an opportunity to join a fast-paced team where your contributions will have a direct impact on people, processes, and organizational success Senior HR Generalist Salary: $80,000 - $95,000 Location: Fully onsite in Midtown Manhattan • Join a rapidly growing media organization with strong momentum and visibility. • Partner directly with leadership and serve as a trusted HR advisor across the business., • Gain broad exposure across employee relations, talent acquisition, payroll, training, compliance, and benefits., • Play a key role in shaping and enhancing company culture within a dynamic environment., • Influence HR strategy through reporting, analytics, and data-driven decision making., • Work with modern HR technology and systems while helping improve the employee experience., • Access professional development and ongoing training opportunities., • Receive a comprehensive benefits package including health coverage, PTO, holidays, and 401(k) match., • Join a collaborative team where HR is viewed as a strategic business partner. • Manage employee relations matters and advise managers on HR best practices., • Support full-cycle recruiting and hiring initiatives., • Coordinate onboarding and new hire orientation programs., • Assist with bi-weekly payroll processing and HR administration., • Support training, development, compensation, and benefits programs., • Ensure HR compliance, maintain employee records, and analyze HR metrics. • Bachelor’s degree in Human Resources or related field preferred., • 4+ years of progressive Human Resources experience., • Strong knowledge of employment laws, regulations, and HR best practices., • Experience with UKG/UltiPro or other HRIS platforms preferred., • Experience supporting payroll, employee relations, recruiting, and compliance initiatives., • Ability to work onsite five days per week in New York City

Our company is looking for an Asset Manager to join its dynamic, fast-paced, and entrepreneurial team. The Asset Manager will be a dynamic leader and effective manager fully responsible for all aspects of collection of newly built residential, commercial and retail properties. The candidate will be accountable for the general administration and oversight of property management, tenant services, vendor relations, and residential leasing. The position will have oversight for the firm’s owned and managed portfolio, monitor regulatory compliance, develop company policies and procedures related to property management, and ensure that all employees are familiar with and understand those policies and procedures. The Asset Manager will manage the overall operations for the portfolio of properties and provide a high level of resident services by utilizing all resources. The ideal candidate will be meticulous about maintaining the standard of operations against operating plans and budgets, reporting/interpreting results, and approving changes in direction of plans. This role reports directly to the Owner and one of the principals within the company and will be a trusted advisor to the executive committee. Main Responsibilities: • Oversee revenue-management and leasing functions, to maximize potential revenue as well as best-practices to maximize collections/minimize delinquencies across the portfolio, • Institute best-practices for property-level performance and preventative risk management, • Maximize incremental return on investment through analysis of potential returns on in-unit and common area renovations and new amenities, on a per square foot basis, • Review property-level expenses, including assisting in insurance renewals and tax appeals, • Produce quarterly performance reporting for company management, potential investors and other internal clients, • Oversee and scrutinize recurring repair, replacement, and preventative maintenance decisions Qualifications • Minimum 5 years of experience in residential and commercial operations and asset management., • Experience working across several states/markets with a focus on the New York area, • Experience working directly for a tier 1 New York-based owner/developer is preferred, • Strong reporting skills as it pertains to residential leasing, YOY net increases; possess creative thinking for new strategies focused on increased profitability, • Must have experience with structuring presentations delivered to company leadership on a regular basis, • Must have solid experience creating and managing a budget and producing monthly, quarterly, and yearly property management reports and business plans., • An experienced and visionary leader, able to maximize the strength of the property management team by participating in the hire, training, and mentoring of senior staff.

Salary: $110,000 – $125,000 • Partner directly with executive leadership and serve as a trusted financial advisor on key real estate initiatives. • Gain exposure to real estate development, acquisitions, refinancing, and portfolio optimization projects., • Lead financial oversight for a diverse portfolio of housing and real estate entities., • Play a key role in capital planning, long-term investment strategy, and asset management decisions., • Work closely with lenders, auditors, syndicators, government agencies, and property management partners., • Lead and develop finance staff while helping improve systems, reporting, and internal controls., • Collaborate across Finance, Facilities, Procurement, Development, and Operations for broad organizational impact., • Influence process improvements and financial transparency across both operating and capital expenditures., • Combine strategic financial planning with hands-on accounting leadership in a mission-driven environment., • Opportunity to leverage and expand expertise in affordable housing, nonprofit finance, and real estate accounting. • Lead accounting, financial reporting, consolidations, and compliance across housing and real estate entities., • Oversee audits, tax filings, lender reporting, and regulatory compliance requirements., • Support financial analysis and advisory activities related to development projects, acquisitions, and refinancing., • Manage budgeting, forecasting, reserve tracking, and portfolio performance reporting., • Serve as the primary financial liaison to third-party property management firms and external stakeholders., • Supervise finance staff and drive process improvements, reporting standardization, and internal control enhancements. • Bachelor’s degree in Accounting, Finance, or a related field., • Progressive accounting or finance experience with leadership responsibilities., • Strong experience with multi-entity financial reporting, audits, consolidations, and GAAP compliance., • Experience with affordable housing, LIHTC, LPs, LLCs, joint ventures, or nonprofit real estate structures is highly desirable. #LI-JT1 #INJUNE2026 #AccountingManagerHousingRealEstate #AccountingJobs #FinanceJobs #RealEstateFinanceJobs #AffordableHousingJobs

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Manager/Senior Manager to join our _ practice. • Serve as an international tax advisor to clients in a range of industries on international tax services and offerings, • Assist with business development for the expansion of services at new and existing clients; work collaboratively with other practice groups within tax, the firm, and non-U.S. KPMG member firms to bring the right services and experience to address and resolve client issues, • Manage, direct, monitor, and deliver multiple client engagements teams while maintaining active communication with clients to manage expectations, • Research, write and review client tax advice relating to domestic and international tax matters, • Lead and direct international aspects of outsourced or co-sourced compliance and other quantitative oriented international tax engagements, • Monitor and convey to client, information regarding U.S. technical developments as well as their application to federal and international tax issues Additional Responsibilities for Senior Manager: • Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial responsibility for a team, • Act as a coach, mentor, or performance manager to other tax professionals, • Minimum five years of recent broad experience in international corporate taxation, or five years of recent broad experience in M&A or federal tax and a desire to move into international corporate taxation, • Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Candidates with international corporate tax experience should have previous experience with several of the following common international tax planning areas: outbound transactional structuring, Subpart F and 954(h), inbound transactional structuring, check the box principles, U.S. tax treaty research and interpretation, repatriation strategies, intellectual and intangible property planning, structured finance, base shifting, FSC/EIE, foreign tax credit planning, transfer pricing, and international mergers and acquisitions, • Candidates with other experience seeking to move into international corporate taxation should have in-depth experience in planning areas relevant to their existing discipline, • Strong planning, research, and communication skills, as well as general knowledge of corporate tax compliance; demonstrated ability to develop business, • Solid understanding of ASC 740 and U.S. federal taxation Additional Qualifications for Senior Manager: • Minimum eight years of recent broad experience in international corporate taxation or eight years of broad experience in M&A or federal tax and a desire to move into international corporate taxation, • Experience building and managing client relationships KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ California Salary Range: $107160 - $238165 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Description HSI is a leading provider of innovative training, safety management, and compliance solutions. We empower businesses to create safer workplaces, develop their workforce, and meet regulatory requirements through cutting-edge technology and content. As a Customer Success Manager I (CSM I), you will serve as a trusted advisor to our customers, helping them maximize the value of our solutions while supporting their safety, compliance, and operational goals. You will build strong client relationships, drive product adoption, and partner cross-functionally to deliver an exceptional customer experience. Location: US-based Remote • Manage and grow relationships with assigned customer accounts, acting as the primary post-sale point of contact, • Develop and execute customer success plans focused on adoption, retention, and long-term value realization, • Identify opportunities for account growth, expansion, and increased platform utilization, • Partner with Sales, Support, Product, and Implementation teams to resolve customer challenges and drive successful outcomes, • Conduct regular business reviews and customer check-ins, providing insights, recommendations, and ROI-focused guidance, • Monitor customer health metrics and proactively address risks to retention or engagement, • Maintain strong renewal performance while contributing to upsell and expansion goals, • Advocate for customer needs internally and provide feedback to support continuous product and process improvement Requirements • 2+ years of experience in Customer Success, Account Management, SaaS support, or a related client-facing role, • Proven ability to build strong customer relationships and support retention, renewal, or growth objectives, • Strong communication, presentation, and problem-solving skills with the ability to engage a variety of stakeholders, • Experience managing multiple customer accounts and priorities in a fast-paced environment, • Proficiency with Salesforce, Gainsight, HubSpot, or similar CRM/customer success platforms, • Comfortable analyzing customer usage data and translating insights into actionable recommendations, • Highly collaborative mindset with experience working cross-functionally across Sales, Support, Product, and Implementation teams, • Bachelor’s degree or equivalent professional experience Preferred Qualifications • Experience working in a SaaS environment, • Exposure to EHS (Environmental Health & Safety), compliance, workforce management, or related industries, • Ability to effectively communicate with senior leaders and executive stakeholders, • Experience conducting business reviews, onboarding sessions, or customer training, • Familiarity with renewal, adoption, and customer health metrics such as NRR, churn, and product utilization Benefits • All the coverage you would expect health, dental, vision, etc., • Flexible work hours. We work hard, but understand that people are most productive when they can manage their own schedules and work/life balance, • Learning & Development Program. We are committed to helping you succeed as you grow your career. Plus, you have unlimited access to the HSI LMS and library of career development training!, • Work-from-home options. Where you work from is up to you, • Vacation time. Take the time you need when you need it, • Retirement benefits. We want to support your future and offer a generous $1:$1 company match

VulnCheck is transforming vulnerability intelligence by helping security teams act faster and with more confidence. Our platform delivers early, high-quality exploit intelligence, deep asset correlation, and contextual insights to help organizations stay ahead of emerging threats. As a Customer Success Engineer (CSE) at VulnCheck, you will serve as a trusted technical advisor to our existing customers, helping them successfully adopt, integrate, and operationalize VulnCheck intelligence across their security programs. Customer Success Engineers at VulnCheck are product experts, implementation specialists, and long-term customer advocates. This role is focused on driving customer outcomes, ensuring deployments are successful, integrations are effective, and customers realize ongoing value from VulnCheck’s solutions. By deeply understanding customer environments and objectives, you will help turn VulnCheck from a data source into a core operational capability within their security stack. You will work closely with Enterprise, MSSP, and Cyber Vendor customers across the US central geography, partnering with Security Operations, Vulnerability Management, Threat Intelligence, and Engineering teams to embed VulnCheck into day-to-day workflows. You will play a critical role in ensuring customers not only deploy VulnCheck successfully but also continuously evolve how they use our intelligence to improve detection, prioritization, and response. This is a 100% remote role based in the Greater Austin, TX region, as the position will require onsite customer visits as needed. • Own the technical post-sales relationship for a portfolio of VulnCheck customers, serving as their primary point of contact for implementation and ongoing technical guidance., • Lead customer onboarding, deployment, and adoption of VulnCheck solutions, ensuring successful integration into existing security tools, platforms, and workflows., • Provide hands-on technical consulting to help customers operationalize VulnCheck data within SIEMs, TIPs, SOAR platforms, data lakes, and internal tooling., • Design, build, and troubleshoot custom workflows, scripts, and integrations, leveraging VulnCheck APIs, SDKs, and datasets., • Diagnose and resolve technical issues related to APIs, data fidelity, performance, and integration architecture., • Deliver technical enablement through training sessions, architecture reviews, best-practice guidance, and ongoing optimization recommendations., • Act as a customer advocate internally, collecting feedback, identifying product gaps, and collaborating with Product and Engineering teams to influence roadmap priorities, • Support renewal and expansion efforts by ensuring customers achieve measurable value and maturity with VulnCheck over time., • Accelerate customer time-to-value through structured onboarding and guided implementation., • Help customers operationalize exploit and vulnerability intelligence across vulnerability management, SOC, threat intelligence, and IR workflows., • Provide proactive technical guidance to optimize architectures, improve performance, and expand use cases., • Partner with internal Account Teams, Product, and Engineering teams to ensure a seamless customer lifecycle., • Enable customers to become self-sufficient power users of VulnCheck technology, • 3+ years of experience in a customer-facing technical role within cybersecurity (e.g., Technical Account Manager, Customer Success Engineer, Post-Sales Engineer, or similar), including demonstrated experience supporting public sector and/or government entities and navigating their procurement, compliance, and operational requirements., • Deep understanding of the cybersecurity product landscape, with a strong focus on Vulnerability Management and Threat Intelligence., • Strong working knowledge of incident response, SOC operations, and vulnerability management workflows, and how vulnerability intelligence supports each function., • Proven ability to develop and maintain scripts in Python., • Hands-on experience working with REST APIs and JSON-based data models., • Experience building or rapidly learning integrations and workflows in platforms such as SIEM, SOAR, TIP or similar security tooling., • Demonstrated experience providing technical mentorship, enablement, or customer guidance, • Familiarity with the Go programming language is a plus. We believe people do their best work when they feel supported, trusted, and valued. VulnCheck offers benefits designed to meet a wide range of needs and lifestyles: • Competitive salary with employee equity program, • Health, dental, and vision coverage, • Unlimited PTO, • Pension Contribution, • Remote friendly environment with flexibility, • Expense reimbursement for home internet and phone, • Ongoing professional development, coaching, and learning resources, • Opportunities for career advancement within a fast-growing team Built on over two decades of cybersecurity experience, our team of experts understands the intricacies of vulnerabilities, their exploitation in the wild, and how to leverage this data to build more effective cybersecurity products that produce better outcomes for organizations. VulnCheck gives organizations a tactical advantage by providing best-in-class exploit & vulnerability intelligence information. We have a sense of duty to protect the critical infrastructure we rely on including medical devices, power grids and telecommunication networks. We were founded in 2021 in Lexington, Massachusetts. VulnCheck has a transparent, collaborative, and supportive culture - we are looking for people who have a growth mindset, are curious and innovative. Our team is smart, but humble, hardworking, and supportive. VulnCheck is proud to be an Equal Employer Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. VulnCheck is committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities.

JOB DESCRIPTION | Human Resources Business Partner (HRBP) JOB TITLE: Human Resources Business Partner (HRBP) STATUS: Full-Time TYPE: Remote Southern California and Phoenix Areas Only REPORTS TO: Senior Director of Human Resources PURPOSE: The Human Resources Business Partner (HRBP) serves as a first point of contact and key advisor to Campus Leadership and employees. The HRBP will provide hands-on support across all facets of the organization and will effectively involve building and maintaining relationships with employees and leaders to mitigate employee relations issues. This role requires partnering with leadership to ensure compliance with State and Federal laws. The HRBP works collaboratively with leadership to foster a positive workplace culture, drive employee engagement, and support organizational growth. OVERALL RESPONSIBILITIES: Employee Relations • Serve as a trusted advisor to managers and employees regarding workplace issues, employee concerns, and conflict resolution., • Conduct investigations related to employee complaints, policy violations, and workplace concerns., • Provide guidance on disciplinary actions, corrective action plans, and performance improvement processes., • Promote a positive employee experience and foster a culture of engagement and accountability. Talent Management and Development • Facilitate performance management processes, including goal setting, coaching, evaluations, and development planning. Compliance and Risk Management • Ensure compliance with federal, state, and local employment laws and regulations., • Interpret and apply company policies, procedures, and best practices consistently across the organization., • Maintain knowledge of changing employment laws and HR trends., • Support audits, investigations, and reporting requirements as needed. Requirements EDUCATION / QUALIFICATIONS / COMPETENCIES: • Bachelor’s degree in Human Resources, Business Administration, or related field. MBA preferred., • Minimum of 5–7+ years of progressive Human Resources experience, preferably in a Human Resources Business Partner, HR Generalist, or Employee Relations role., • Ability to successfully work in a remote work environment., • Solid understanding of HR principles, employment law, and employee relations practices. CA labor law experience a must., • Demonstrated successful handling of employee relations matters, investigations, performance management, and conflict resolution., • Strong interpersonal, communication, and relationship-building skills as well as conflict resolution, mediation, and coaching abilities., • Ability to influence and build credibility with leaders and employees at all levels., • Experience using Human Resources Information Systems (HRIS) and Microsoft Office applications., • Ability to maintain confidentiality and exercise sound judgment., • Excellent attention to detail and communication skills., • Southern California and Phoenix locals only; willingness to travel throughout Southern CA, • Must be able and willing to travel up to 25% of the time to support organizational operations, meetings, training, and multiple locations as needed. Preferred Qualifications • Bachelor's degree in Human Resources, Business Administration, or a related field., • Professional certification such as SHRM-CP, SHRM-SCP, PHR, or SPHR., • Experience supporting multiple locations, states, campuses, or business units., • Experience within higher education, healthcare, workforce development, or service-based organizations preferred. PHYSICAL REQUIREMENTS / WORKING CONDITIONS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Must be able to stand and/or sit for prolonged periods of time, • Can independently move objects up to 25 lbs., • Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motions, • Must have sufficient hearing and speaking ability to communicate in person or on the phone/computer with others Salary Description $85,000.00 to $110,000.00 Salary

Amylyx has an audacious mission to usher in a new era for treating diseases with high unmet needs. Where others see challenges, we see opportunities that we pursue with urgency, rigorous science, and unwavering commitment to the communities we serve. We are a clinical-stage company currently focused on post-bariatric hypoglycemia (PBH), Wolfram syndrome, and amyotrophic lateral sclerosis (ALS). Our mission is powered by our people. Our core values – be audacious, be curious, be authentic, be engaged, and be accountable – creating a culture of caring. Amylyx has assembled an experienced team ready to take action because the communities we serve have no time to wait. If you share our passion and are determined to tackle some of medicine’s toughest problems, we encourage you to read the opportunity below and apply. The Opportunity As a key leader within a growing Finance organization, the Senior Director, Revenue & Government Pricing will have end-to-end responsibility for revenue accounting, gross-to-net operations, government pricing compliance, and oversight of key outsourced service providers supporting revenue operations and government pricing. This role will establish and scale the processes, controls, systems, and governance needed to support a growing commercial pharmaceutical business while ensuring accurate financial reporting, regulatory compliance, and operational excellence. The individual will partner closely with Commercial, Market Access, Legal, Accounting, FP&A, IT, Executive Leadership, and external vendors to drive scalable and compliant business processes while providing analytical and strategic leadership that informs pricing decisions, supports commercial strategy, and optimizes long-term revenue. This is a unique opportunity for a hands-on leader who enjoys building organizations, processes, and capabilities from the ground up while establishing the commercial finance infrastructure needed to support a growing biotech company. We anticipate hiring the Sr. Director, Revenue & Government Pricing in September 2026. Responsibilities • Provide strategic leadership and oversight for all aspects of revenue accounting, gross-to-net operations, government pricing, and related commercial accounting activities, ensuring compliance with U.S. GAAP and regulatory requirements., • Partner with senior leadership to evaluate and inform pricing, contracting, reimbursement, and market access strategies, leveraging revenue, gross-to-net, and government pricing insights to optimize business performance., • Lead the month-end and quarter-end close processes for revenue, gross-to-net reserves, accounts receivable, and related balances, including journal entries, reconciliations, analyses, controls, and management reporting., • Partner cross-functionally with Commercial, Market Access, FP&A, Technical Accounting, Legal, and Compliance to support forecasting, contracting, product launches, revenue recognition, and gross-to-net planning., • Own the Company's government pricing function, balancing compliance obligations with strategic evaluation of pricing, contracting and market access decisions, while overseeing methodologies, controls, calculations, validations, and submissions across applicable federal and state pricing programs., • Serve as the business owner for the outsourced government pricing provider with accountability for service delivery, data integrity, regulatory compliance, service level agreement performance, issue resolution, audit readiness, and ongoing process improvements., • Oversee commercial operations performed by third-party partners, including 3PL billing, invoicing, cash application, chargebacks, and accounts receivable activities, ensuring operational effectiveness and financial accuracy., • Partner cross-functionally to develop and enhance revenue and gross-to-net reporting, analytics, and forecasting capabilities to support internal reporting and business decision-making., • Establish, enhance, and maintain scalable processes, systems, policies, and internal controls to support business growth, audit readiness, SOX compliance, and evolving regulatory requirements., • Lead internal and external audit activities and support SEC reporting requirements related to revenue, gross-to-net, and government pricing., • Build, mentor, and develop a high-performing team while serving as a trusted advisor to senior leadership on revenue, gross-to-net and government pricing., • Lead special projects and strategic initiatives as needed. Required Qualifications • Bachelor’s degree in Accounting, Finance or Business, CPA strongly preferred., • Minimum of 15 years of progressive accounting and finance experience within the pharmaceutical, biotechnology, or life sciences industry, including significant leadership responsibility for revenue accounting, gross-to-net, and government pricing., • Knowledge of US GAAP, Sarbanes-Oxley compliance, and controls and experience supporting SEC reporting (10-K, 10-Q)., • Experience with government pricing platforms and managing outsourced service providers., • Supervisory experience directly managing, developing, and coaching team members, including setting priorities, providing feedback, and supporting professional growth., • Self-motivated, ability to work independently and collaboratively., • Excellent communication skills, ability to present financial information in a meaningful and understandable way., • Strong attention to detail; able to balance multiple projects, set priorities and meet deadlines., • Ability and willingness to travel occasionally and periodically conduct business during non-standard hours to support global partners and business needs. Preferred Requirements • CPA and/or MBA., • Experience supporting commercial pharmaceutical product launches, including GTN modeling, government pricing readiness, and commercialization processes., • NetSuite experience. Work Location and Conditions: • At Amylyx, we proudly support remote work opportunities within the United States. However, due to business considerations related to health insurance coverage and state tax regulations, we are unable to hire employees who reside and/or work in certain states. Currently, we are not considering applicants from Alaska, Arizona, Hawaii, Michigan and Tennessee., • Preference will be given to candidates who reside in the New England region and can be in person on an as needed basis., • If outside of the New England region, you will be expected to travel to our corporate location in Cambridge, MA several times a year and attend other company-related events as necessary and requested, which may include travel by air, driving or public transportation., • When working remotely, you must have access to a work setting which enables meeting all requirements of the role (including privacy, reliable internet access, phone, ability to video conference, etc.) at your remote location. Compensation The pay range posted below represents our good faith estimate of compensation for this role, based on market data and internal benchmarks. The final offer may vary depending on a candidate’s experience, skills, and qualifications, as well as considerations of internal equity. Estimated Pay Range $236,000 - $266,000 USD To stay connected with us, follow Amylyx Pharmaceuticals on _. To return to our website please _. Amylyx Pharmaceuticals is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Amylyx’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment. Accommodations are available for candidates who require them in our selection process. If you need an accommodation, please let your Amylyx Talent Acquisition contact know. 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.

We believe that mental health is just as important as physical health. We recognize that mental health issues can be complex and multifaceted, and we are dedicated to treating the whole person, not just the symptoms. We aim to create a world where mental health is no longer stigmatized or marginalized, but rather is embraced as an integral part of one's overall well-being. We believe that by providing quality care that is both evidence-based and compassionate, we can empower individuals to take charge of their mental health and achieve their full potential. We are passionate about making a positive impact on the lives of those struggling with mental health issues and we strive to be a force for positive change in the field of mental healthcare. Rula is a remote-first company. We currently hire in most U.S. states, with the exception of Hawaii. About the Role We are seeking a Lead Recruiter, Product & Design to enable Rula’s Product organization through strategic talent acquisition. This person will be responsible for leading end-to-end recruitment for our specialized product and design roles, serving as a trusted advisor to our hiring managers. You will apply your deep knowledge of the tech talent market to source, engage, and close top-tier candidates who will build the future of mental healthcare at Rula. You will be instrumental in shaping our product team, ensuring a seamless and equitable candidate experience while championing our mission. As a Lead Recruiter, you will function as a mentor and subject matter expert, sharing best practices and elevating the broader Talent Acquisition team. Required Qualifications Core Product Recruiting Experience: 5+ years of full-lifecycle corporate recruiting experience in fast-paced, high-growth environments, including 3+ years specifically hiring top-tier Product Management and Product Design talent. Advanced Sourcing & Market Mapping: Proven track record of designing creative, inclusive sourcing strategies to discover, engage, and close senior passive candidates using modern platforms (Juicebox preferred), while proactively identifying and mitigating requisition risks. Stakeholder Alignment & Delivery Leadership: Strong consultative mindset with a demonstrated ability to partner directly with hiring managers, lead cross-functional recruitment workflows, and drive alignment to unblock hiring obstacles. Complex Offer Negotiations & Closing: Exceptional communication and rapport-building skills, with extensive experience navigating multi-variable compensation structures and complex, high-stakes offer negotiations. Strategic Analytics & Funnel Strategy: Deep capability in analyzing talent metrics (candidate throughput, funnel conversion, stage velocity) to diagnose process bottlenecks, forecast headcount delivery, and optimize recruiting strategies for complex product roles. (Focus: Macro/Strategic insights) ATS Mastery & Operational Hygiene: Hands-on technical proficiency with modern recruitment platforms (Ashby preferred), maintaining an uncompromising standard for real-time data accuracy, candidate tracking discipline, and system compliance. (Focus: Micro/Execution discipline) Preferred Qualifications While having the preferred qualifications enhances your candidacy, having all of them is not mandatory. We encourage all interested applicants to apply, even those who may not meet every preferred requirement. Ashby Experience: Leverages Ashby as an ATS. Mentorship & Pod Leadership: Prior experience acting as a team or pod lead, mentoring junior recruiters or sourcers, and guiding hiring managers on interview loop design and calibration. Advanced sourcing: Experience testing a variety of methodologies; leveraging AI-assisted tools. AI Tool Usage: Uses AI tools as part of the day-to-day recruiting workflow, e.g., LLM-assisted sourcing and Boolean generation, resume/profile screening, interview note synthesis, or offer/comp research, enabling faster movement without sacrificing candidate quality or personalization. Equity Knowledge: Brings working knowledge of pre-IPO equity mechanics (ISOs, vesting, strike price, dilution) and has used that fluency to close P&D candidates. We're serious about your well-being! As part of our team, full-time employees receive: 100% remote work environment: Working hours to support a healthy work-life balance, ensuring you can meet both professional and personal commitments (must be based in United States, currently not hiring in Hawaii) Attractive pay and benefits: Full transparency of pay ranges regardless of where you live in the United States Comprehensive health benefits: Medical, dental, vision, life, disability, and FSA/HSA 401(k) plan access: Start saving for your future Generous time-off policies: Including 2 company-wide shutdown weeks each year for self-care (for most employees) Paid parental leave: Available for all parents, including birthing, non-birthing, adopting, and fostering Employee Assistance Program (EAP): Supporting your mental and physical health Quarterly department stipend: Fun team-building activities or in-person gatherings Community and employee resource groups: Participate in groups that celebrate employee identity and lived experiences, fostering a sense of community and belonging for all Home office stipend: New hire home office stipend & $50 monthly stipend to help cover internet or cell phone expenses Wellness at Rula program: Year-round wellness initiatives and a $50/month wellness stipend Our team We believe that diversity, equity, and inclusion are fundamental to our mission of making mental healthcare work for everyone. We are dedicated to having a culture of inclusion that will support our employees in feeling safe, seen, heard, and valued.

Apply by Aug 15 | $150,000-$170,000 base + equity THE OPPORTUNITY Join a team that’s changing financial services Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together. WHO YOU ARE The SHARC in the room At Zocks, we hire for SHARC - five qualities that define how our best people work and win together. S - Sharp You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership. H - Hungry You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode. A - Adaptable Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next. R - Resilient Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture. C - Curious You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking. WHAT YOU'LL DO Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations Implement practice management offering based on selected strategy and engagement Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert Your day-to-day 1. Enterprise Strategy & Executive Engagement Home Office Partnership: Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structures Success Roadmapping: Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what "success" looks like at the organizational level Feedback Loop: Act as the voice of the enterprise client to our Product team, surfacing critical feature needs 1. Program Design & Scalable Content "One-to-Many" Enablement: Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars Content Architecture: Own the creation of high-level thought leadership and practice management assets, including "Best Practice" playbooks Curriculum Development: Define learning paths and maturity models for different user personas 1. In-Person Engagement Live Facilitation: Deliver in-person and virtual sessions tailored to each firm's advisors and producers Industry Presence: Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoption Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons) WHAT WE'RE LOOKING FOR Experience & Expertise 3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment, with a proven track record of managing complex industry workflows and the end-to-end client lifecycle Deep familiarity with implementing scalable client processes and advisory-focused practice models Program Management: Proven ability to build adoption programs and iterate on existing engagements; experience launching initiatives that impact high volume audiences. Consultative Approach: Comfortable leading discovery workshops with stakeholders; able to diagnose operational inefficiencies (workflow, tech stack, staffing) and collaborate on a scalable solution Strategic Storytelling: Able to take complex data or technical concepts and craft a narrative that drives action - summarizing at the leadership level while also comfortable working "in the weeds" as needed Enterprise Fluency: Familiarity with the complex compliance, security, and integration requirements of large financial institutions, including CRM and wealth management technology platforms Working Style & Mindset A self-starter who takes ownership without waiting for detailed instructions - you dive in, figure it out, and course-correct as needed Someone who is process-oriented by instinct but genuinely comfortable operating without a fully defined roadmap Strong data analysis skills - comfort identifying patterns and translating data into clear, actionable recommendations Confidence and presence presenting to groups, including senior stakeholders Experience with CRM platforms in a banking or financial services context Based in or able to work core hours aligned with Mountain, Central, or Eastern time zones, given our concentration of East Coast client firms Bonus qualifications Prior experience in a startup or high-growth environment PMP or other relevant certifications - progress over perfection with enacting discipline Fluency in wealth management technology platforms & data analysis LOGISTICS The details This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI Background and reference checks required as part of onboarding Interview process: 30-min recruiter screen Up to three 30-45-min video Offer pending references Total estimated time: ~3 hours COMPENSATION $150,000-$170,000 base salary Equity - we're all building this together BENEFITS The full picture Health Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options) Dental: 99% covered - Guardian, $1,500 annual benefit Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance FSA: Zocks matches dollar-for-dollar up to $500/year Time off Unlimited PTO Paid sick time 11 paid holidays Family Birthing parent: 12 weeks fully paid parental leave Non-birthing parent: 6 weeks fully paid parental leave Financial 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds Everything else MacBook laptop + Google Workspace, Slack, and Zoom provided Equity grant - details included as part of your offer Growth opportunities for high performers after 6 months Collaborative, low-ego culture with smart, kind teammates EQUAL OPPORTUNITY Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply. We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.

Peregrine Team is hiring a Human Resources Consultant to support a client based in Washington. This position is a contract role with full benefits and competitive pay. About the Role FMLA: Exempt Peregrine Team is seeking an experienced HR Consultant to deliver high-impact HR advisory services in a dynamic environment. This role will act as a strategic partner to leadership, providing guidance across a broad range of HR functions with a strong emphasis on employee relations, compliance, and union engagement. Key Responsibilities • Serve as a strategic advisor to leadership on HR policies, practices, and risk mitigation, • Partner with leaders to assess organizational needs and provide recommendations on workforce planning, organizational design, and talent strategy, • Provide expert guidance on complex employee relations matters, including investigations, conflict resolution, and corrective actions, • Advise on union-related matters, including interpretation of collective bargaining agreements (CBAs), grievance processes, and labor relations strategy, • Ensure compliance with federal, Washington state, and local employment laws, proactively identifying and mitigating risk, • Analyze HR data, trends, and metrics to inform decision-making and provide actionable insights to leadership, • Support and guide performance management processes, including coaching strategies, development planning, and performance improvement, • Advise on leave of absence, accommodations, and related compliance (e.g., FMLA, ADA), • Lead or support HR audits, compliance reviews, and process assessments to identify gaps and recommend scalable solutions, • Partner with stakeholders to drive change management initiatives, including restructures, policy implementation, and organizational transitions, • Facilitate training sessions and provide guidance to managers on HR best practices and leadership effectiveness, • Collaborate with internal teams and external partners (e.g., legal counsel) as needed to support business objectives, • Provide recommendations to enhance HR programs, policies, and overall employee experience Qualifications • 5+ years of progressive HR experience, preferably in an HR advisory or consulting capacity, • Required: Experience working in a unionized environment, including collective bargaining agreement (CBA) interpretation and grievance handling, • Strong knowledge of HR best practices, employment laws, and regulatory compliance at the federal, state, and local levels (Washington preferred), • Demonstrated expertise in employee relations, including conducting investigations and managing complex, sensitive situations, • Advanced proficiency in HRIS platforms and Microsoft Office Suite (Excel, Word, Outlook, PowerPoint), • Excellent interpersonal and communication skills, with the ability to influence and advise stakeholders at all levels, • High level of discretion with the ability to handle confidential and sensitive information with professionalism and integrity, • Strong organizational, problem-solving, and critical thinking skills in a fast-paced environment, • Bachelor’s degree in Human Resources, Business Administration, or related field preferred, • SHRM-CP, PHR, or other relevant HR certification preferred

Job Description We currently have four Residential Advisor openings at two Bronx locations. We are seeking candidates with experience working in homeless shelters and proficiency with the CARES application. Strong computer skills are required, specifically Microsoft Outlook and Microsoft Word. One of the available positions is an overnight shift from 11:00 PM to 7:00 AM. • Demonstrate strong verbal and written communication skills while providing exceptional customer service and maintaining positive, professional relationships with clients., • Implement and enforce operational procedures to ensure facility safety, security, and compliance with government and agency regulations., • Perform reception duties, monitor facility access, conduct fire patrols, and oversee surveillance and security protocols., • Track client movement by verifying arrivals and departures, maintaining accurate client census and bed counts, and preparing curfew, violation, and incident reports., • Coordinate the timely distribution of meals across all shifts to ensure clients receive consistent and reliable services., • Complete accurate and timely documentation in accordance with agency policies and procedures., • Participate in ongoing training and professional development activities to strengthen the knowledge, skills, and competencies required for effective job performance., • Collaborate and communicate effectively with multidisciplinary staff to support client needs and achieve program goals and objectives., • Utilize Microsoft Outlook, Microsoft Word, and the CARES application (preferred) to maintain records, communicate with staff, and complete required reports., • Perform other duties and responsibilities as assigned. \nCompany Description At Manna of Life Ministries, we believe in building more than just a workforce—we build a community. As a trusted leader in our community, we are committed to delivering excellence through innovation, integrity, and a people-first approach. At Manna of Life Ministries, we believe in building more than just a workforce—we build a community. As a trusted leader in our community, we are committed to delivering excellence through innovation, integrity, and a people-first approach.

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. With its robust three-sided technology platform, Ethos is transforming the life insurance experience for consumers, agents, and carriers alike. Ethos offers instant, accessible products and a seamless online process that requires no medical exams and just a few health questions; it eliminates traditional barriers, making it easier than ever for everyone to protect their families. Ethos is redefining how life insurance is bought, sold, and underwritten. About the role The People Team’s mission is to build the systems, talent, and culture that drive business performance where everyone prospers. This role sits at the center of this work and operates in the business close up. As our US-based senior HR expert, you will be the connective tissue between our people strategy and day-to-day business execution, ensuring managers have the tools, data, answers, and support they need to make fast, confident people decisions. The ideal candidate brings 15+ years of progressive HR experience and thrives in the detail while driving us to scale with each project. You are equally comfortable in an executive leadership discussion about metrics that matter and in the weeds of helping a manager navigate a performance issue by the end of the day. You are relentlessly curious about what the data is telling you, and you use AI not as a novelty but as a core part of how you operate. Critically, you know how to work through and with HR Operations and Talent Acquisition to get things done — translating business needs into clear requirements and holding the system accountable to speed and quality. Duties and Responsibilities: Strategic HR Partnership & Business Performance • Partner with executive and senior leadership to drive their organization’s needs to keep the business moving quickly and efficiently., • Serve as a trusted, decisive advisor to executives on organizational effectiveness, headcount decisions, and change management - with a bias toward speed and clarity for all stakeholders., • Maintain a constant pulse on organizational health - turnover trends, performance distribution, hiring velocity, engagement signals - and surface insights before they become problems., • Partner with HR Operations to build and maintain people dashboards that give leaders real-time visibility into the health of their teams, enabling faster and better-informed decisions at every level., • Translate business goals into people strategies with clear owners, timelines, and measurable outcomes - not just frameworks., • Advocate for strategies and initiatives that create an engaging work environment across hiring, performance, and promotion decisions - tracked with data and held to the same accountability standards as any business metric. Manager Enablement & Talent Operations • Be the go-to HR expert for managers of our US workforce - providing fast, practical guidance on hiring, performance, development, and difficult people situations., • Identify where managers are struggling, where teams are underperforming, and where early intervention can change outcomes - then work with HR Operations to build the tools and processes that address those gaps at scale., • Partner with the Global HR leaders to enable managers through enablement and skills development., • Ensure performance management is a driver of real business outcomes - recognition and performance improvement that connects directly to company priorities, development plans that accelerate productivity., • Design onboarding frameworks that complement operational onboarding to get new hires to full contribution faster, partnering with HR Operations to implement and iterate based on performance data., • Use AI tools to streamline talent workflows and your own work — from performance documentation to workforce analysis — so you can operate with speed and precision., • Provide infrastructure to promotions and career development to ensure people grow in their roles and the business is never caught without a succession to critical roles. People Operations Partnership • Serve as the senior HR voice that shapes what HR Operations builds, prioritizes, and delivers - translating business and manager needs into clear, actionable requirements., • Hold HR Operations accountable to speed and quality standards that match the pace of the business, escalating gaps and advocating for continuous improvement., • Partner closely on process design, policy rollout, and systems changes — ensuring every solution is built with the end user (the manager) in mind. Use business data and feedback loops to identify operational bottlenecks and drive resolution in partnership with the HR Ops team., • Ensure that AI-powered HR tools and automation are being adopted effectively, and provide business-side input on where technology can have the highest impact. Employee Relations & Compliance • Serve as the escalation point for complex employee relations matters, resolving issues quickly, fairly, and with minimal disruption to the business., • Use case data and trend analysis to identify recurring employee relations patterns and address root causes systemically, not just case by case., • Maintain sharp organizational compliance across federal, state, and local employment law, and partner with Legal to stay ahead of regulatory change — including emerging considerations around AI use in HR processes., • Partner with HR Operations to ensure policies are clear, enforceable, current, and actually understood by the people who need to follow them. Compensation & Total Rewards Advisory • While Compensation is owned by a separate function, serve as the business-facing expert who translates compensation decisions into clear manager guidance and ensures pay decisions are made with speed, consistency, and equity., • Flag compensation competitiveness concerns and retention risks to the Total Rewards team using real-time data and business context., • Ensure managers have what they need to confidently and compliantly make and communicate compensation decisions. Qualifications and Skills: • 15+ years of progressive HR experience, with meaningful time spent in fast-paced, high-growth environments, • Demonstrated track record of improving manager effectiveness and driving business performance through HR partnership - without relying on direct authority or team ownership, • Strong data fluency - comfortable interpreting people dashboards, identifying trends, and translating data into clear, actionable recommendations, • Proven ability to work through HR Operations and cross-functional partners to get things done with speed and precision, • Experience with or strong working knowledge of AI tools applied to HR workflows (e.g., talent acquisition, performance management, workforce analytics), • Deep knowledge of employment law, compliance, and HR best practices, • Exceptional communication and executive-level presence, with the ability to deliver hard messages with clarity and confidence, • Bachelor's degree in Human Resources, Business Administration, Organizational Psychology, or related field Competencies & Attributes • Performance-Oriented: Measures HR success by business outcomes and manager effectiveness, not activity or program count., • Operationally Excellent: Knows how to work through systems and partners to deliver fast, high-quality solutions — without needing to own everything directly., • Decisive & Trusted: Makes sound calls under pressure and earns credibility by being reliable, honest, and solutions-focused., • Data-Driven: Keeps a live pulse on organizational health, partners to build the infrastructure to capture meaningful people data, and turns that data into decisions — not just decks., • AI-Forward: Actively uses AI tools to operate faster and smarter, and advocates for their adoption across HR and the business., • Influential Without Authority: Drives alignment and accountability across HR Operations and the broader organization through expertise, relationships, and clear communication — not hierarchy., • Empathetic & Direct: Navigates sensitive situations with both care and speed, without letting either compromise the other. #LI-Remote #[LI-AG1] The US national base salary range for this full-time position is $163,000 -$288,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits. You can find further details of our US benefits at https://www.ethoslife.com/careers/ Don’t meet every single requirement? If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace. We are an equal opportunity employer.. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records. To learn more about what information we collect and how it may be used, please refer to our _. Recruitment Notice: Please be aware of recruitment scams. All legitimate communication from our team will only come from email addresses ending in @ethos.com or @getethos.com. We will never ask for payment, banking details, or sensitive personal information during the hiring process. If you are contacted by someone claiming to represent us from a different email address, please treat it as fraudulent.

TRM Labs provides AI-powered intelligence solutions that help public and private sector agencies investigate and disrupt crime. TRM's platforms enable investigators to trace illicit activity, build cases, and construct operating pictures of threat networks. Leading agencies and businesses worldwide rely on TRM to make the world safer and more secure. The Public Sector Deployment Strategist team at TRM Labs is dedicated to ensuring government and regulatory customers achieve their desired outcomes with TRM's blockchain intelligence platform. As a Deployment Strategist focused on the regulator segment, you will serve as a trusted advisor for regulatory agencies — driving adoption, onboarding, and retention across a critical and growing customer base. This position requires US Citizenship. The impact you will have: Act as a trusted advisor for regulator customers, helping them maximize the effectiveness of TRM’s blockchain intelligence tools within their compliance, enforcement, and investigative workflows. Onboard new regulator customers and drive utilization milestones within 60 days, tailoring training and enablement to each agency’s unique regulatory mandate. Build and maintain strategic relationships with economic buyers at regulator agencies, connecting them to TRM executive leadership within the first 90 days. Develop and launch self-serve resources (regulator playbooks, onboarding guides, FAQ copilots) to scale support and reduce time to value across the regulator segment. Identify recurring regulator use cases and deliver scalable solutions (chatbots, workflow templates, standard query sets) that can be reused across multiple customers. Monitor customer usage, detect adoption gaps, and execute proactively to maintain ~90%+ retention and identify expansion opportunities. Serve as the Voice of the Customer for the regulator segment, surfacing product feedback and feature requests to Product and Engineering. What we're looking for: 3–5+ years of experience working directly within or alongside government regulatory agencies - or in customer success, deployment, consulting, or account management roles where the primary customer base was government or regulatory bodies. Practical experience with or strong interest in blockchain analysis, virtual currencies, and investigative/compliance tools. Experience structuring problems and identifying the most critical issues to prioritize in complex regulatory environments. Ability to communicate complex ideas effectively for technical and non-technical audiences, both verbally and in writing. Demonstrated AI fluency — ability to build and deploy workflow-driven AI solutions (e.g., copilots, automated trackers, bots) beyond basic summarization. Comfort operating in a fast-paced, remote-first environment where priorities can shift quickly. US Citizenship required. About the Team: The Public Sector DS team is a small, high-impact group covering multiple public sector segments, including regulators — serving some of TRM’s most strategically important customers. Fully remote and globally distributed, with most overlap between 7am–5pm PT for meetings and collaboration. The team thrives on asynchronous communication via Slack and Notion, with weekly customer syncs, bi-weekly health syncs, and regular POD calls. As regulator interest grows across TRM’s product suite, this role is at the forefront of expansion into the regulatory segment. The team culture is mission-driven, customer-obsessed, and operates with TRM Speed — delivering V1 solutions fast and iterating based on feedback. Team Operating Rhythms: Weekly customer syncs with assigned accounts Bi-weekly health syncs with DS team and leadership Weekly POD calls with aligned Sales AEs Weekly hiring sync with Recruiter (during active hiring) Async daily standups via Slack On-Call Responsibilities: Limited on-call responsibilities including one weekend on‑call per month after ramp, monitoring Slack about every two hours for P0/P1 issues Learn about TRM Speed in this position: Self-Serve Resource Launch: Develop and launch self-serve resources (e.g., regulator playbooks, onboarding guides, or templates) within 2–3 weeks to reduce time to value and scale support across customers. Scalable Regulator Solution: Identify a recurring regulator use case and deliver a scalable solution (e.g., chatbot, workflow template, or standard query set) within 30 days that can be reused across multiple customers. Executive Relationship: Establish an economic buyer relationship within the first 60 days for new accounts, and connect that stakeholder to at least one TRM executive or senior leader within the first 90 days. We are building a safer world. That promise shows up in how we work every day. TRM moves quickly. We are a high velocity, high ownership team that expects clarity, follow-through, and impact. People who thrive here are energized by hard problems, experimentation, and continuous feedback. If something takes months elsewhere, it will ship here in days. Our work sits at the intersection of AI, national security, and fighting crime. The problems are complex, the stakes are real, and the environment evolves quickly. The pace and intensity of the work reflect the importance of the mission. As a result, the way we operate requires a high level of ownership, adaptability, collaboration, and creative problem-solving. At TRM, you should expect: Priorities and targets to change quickly as we experiment and iterate Work that often requires operating with a high degree of ambiguity A high level of personal ownership and accountability Close collaboration across teams and functions Frequent, high-touch communication Creative problem solving and out-of-the-box thinking A pace that rewards urgency, adaptability, and outcomes This environment is energizing for people who enjoy building, solving hard problems, and making progress in situations that are not always fully defined. It also requires comfort navigating ambiguity, adjusting course as new information emerges, and maintaining focus and positivity in a fast-moving and intense environment. We also recognize that this style of operating is not for everyone. If you are primarily optimizing for predictability or a consistently balanced workload, we encourage you to use the interview process to pressure test whether this environment is truly the right fit. We want teammates who thrive here, not just survive here. At the same time, many people find this work deeply rewarding. If you are excited by meaningful problems, motivated by ambitious goals, and energized by working alongside mission-driven colleagues, there is a good chance you will find TRM to be an exceptional place to grow and contribute. Learn more: _ AI fluency is a baseline expectation at TRM. We believe AI meaningfully changes how top performers operate. We expect every team member to use AI to accelerate and reimagine their craft, not just automate surface tasks. At TRM, AI fluency means you are among the top 10 percent of operators in your function in how you apply AI to: Accelerate repeatable workflows Structure and solve problems Improve output quality Increase speed and leverage You will be evaluated on applied AI fluency during the interview process. We hire and grow against three leadership principles. They’re the standards for how we operate, treat each other, and make decisions. Impact-Oriented Trailblazer: We put customers first and move with speed, focus, and adaptability. We treat every plan like an experiment – test, ship, measure, and iterate quickly. Master Craftsperson: We care deeply about our craft. We balance speed with high standards, own outcomes end‑to‑end, and invest in getting better everyday. Inspiring Colleague: We add clarity and energy, not noise. We bring humility, candor, and a one‑team mindset — giving and receiving feedback to make the team stronger. At TRM we care deeply about our craft. We are looking for individuals who want their work to matter, who experiment with speed and rigor, and who take pride in building a safer world for billions of people. If you’re excited by TRM’s mission but don’t check every box, we encourage you to apply — we hire for slope, judgment, and the will to learn fast. TRM is a Series C company with $220M in total funding, backed by Blockchain Capital, Goldman Sachs, Bessemer, Y Combinator, Thoma Bravo, and others. Headquartered in San Francisco, TRM operates as a distributed-first company with hubs in Los Angeles, San Francisco, New York, Washington D.C., London, and Singapore. By submitting your application, you are agreeing to allow TRM to process your personal information in accordance with the _. Our typical hiring cycles for specialized roles span 24 to 36 months. Accordingly, we retain your personal information for up to 36 months to evaluate your application and to consider you for current and future employment opportunities, unless you request earlier deletion or a different retention period is required or permitted by law. To notify TRM Labs that you believe this job posting is non-compliant, please submit a report through this _. No response will be provided to inquiries unrelated to job posting compliance. The use of AI tools of any kind (including but not limited to notetakers, interview assistants, and real-time coaching tools such as Otter.ai, Fireflies, Fathom, Cluey, or similar) during TRM interviews is not permitted without prior approval from TRM. TRM uses its own internal tools for note-taking to ensure a consistent and confidential experience for all candidates. We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made via this _. TRM Labs does not accept unsolicited agency resumes. Please do not forward resumes to TRM employees. TRM Labs is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company without a signed agreement.

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, and credit unions. The Senior Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our enterprise customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. The work you do empowers tens of thousands of financial services leaders to help their customers make confident, life-shaping financial decisions. This position is remote for candidates residing outside of Minnesota. For candidates based in Minnesota, the position follows a hybrid schedule with three on-site days per week in our St. Louis Park, MN office. What You’ll Be Doing: · Champion Customer Success: Promote and communicate the full value of Total Expert’s products and services to help customers achieve measurable results. · Understand the Ecosystem: Gain deep knowledge of each customer’s tech stack, system integrations, and dependencies to optimize their use of Total Expert. · Be a Trusted Advisor: Build and maintain long-term relationships by recommending workflows, best practices, and strategic guidance tailored to each customer’s goals. · Drive Retention and Growth: Lead contract renewals and identify upsell or cross-sell opportunities within your portfolio of accounts. · Ensure Customer Satisfaction: Monitor sentiment and engagement to proactively drive retention and reduce risk. · Measure Success: Track and report progress toward the customer’s definition of success, demonstrating clear business value over time. · Develop Executive Relationships: Engage with stakeholders across all levels—including executives—to understand key objectives, challenges, and performance indicators. · Conduct Business Reviews: Lead regular strategic and operational reviews to assess outcomes, alignment, and next steps. · Optimize Processes: Partner with customers to improve efficiencies, streamline workflows, and maximize platform productivity. · Increase Adoption and Engagement: Drive active usage, deliver training, and promote adoption of new features and functionality. · Advocate for the Customer: Serve as the customer’s voice within Total Expert, collaborating cross-functionally to address needs and influence product enhancements. · Document and Report: Maintain accurate and up-to-date records of customer interactions, success plans, and engagement history within our customer success platform. · Contribute to a Growth Culture: Continuously looking for ways to enhance customer experiences and internal processes. What We Are Looking For: · Self-Starter with Growth Mindset: Ability to work independently with a strong desire to learn, adapt, and grow. · Thrives in Startup Culture: Resilient, resourceful, curious, and energized by a fast-paced, evolving environment. · Tech-Savvy and Passionate: Enthusiasm for technology, innovation, and driving success in a growing SaaS company. · Strategic Relationship Builder: Proven ability to manage complex, multi-divisional, and geographically diverse accounts. · Customer-Centric Mindset: A genuine passion for delivering exceptional experiences and measurable outcomes for customers. · Decisive Problem Solver: Skilled at analyzing complex challenges, identifying root causes, and developing strategic solutions that align with both customer and company goals. · Cross-Functional Collaborator: Experience partnering effectively with Sales, Product, Professional Services, and Support teams to drive success. · Executive Credibility: Ability to communicate and establish trust with stakeholders at all organizational levels, including C-suite executives. · Strong Multitasker: Capable of managing multiple priorities and meeting deadlines under pressure. · Positive and Energetic: High energy, flexibility, and a proactive “can-do” attitude in the face of challenges. · Excellent Communicator: Outstanding written, verbal, and presentation skills; comfortable translating technical details into business value. · Organized and Analytical: Exceptional time management, problem-solving, and analytical abilities. · Proficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools. · Traveling (15-25%) to customer onsite as well as industry events. Skills and Experience that Will Help You Succeed · Experience in the mortgage industry preferred · Experience with the Total Expert platform a plus · 5+ years of experience in Customer Success, Account Management, or Management Consulting (or a similar client-facing role) · 3+ years of experience in a SaaS or technology organization · Experience in financial services, marketing automation, or CRM platforms a plus Compensation/Benefits: The anticipated base salary range for this role is $95,000 - $105,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible for variable compensation based on achievement of quota targets. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

hatch I.T. is partnering with Neovera, to find a Senior Consulting Business Developer. See details below: About the role: Neovera is seeking an experienced Senior Consulting Business Developer with Cyber Security Experience who has a proven track record of success, an established network of contacts, and the ability to provide strategic security advisory services. This is a salary plus commission-based role with no earning caps, offering the flexibility to work independently from a home office. As a trusted advisor, the ideal candidate will provide security strategy services to potential customers while identifying and closing sales opportunities. This role requires self-discipline, independence, and an entrepreneurial mindset. About the Company: Neovera Corporation is a leading provider of professional services specializing in cybersecurity and compliance solutions. We pride ourselves on offering top-tier security consulting through a trusted, low-risk partnership, leveraging respected industry professionals with extensive field experience and security certifications. Benefits: The overall well-being of our employees and their families is important, and Neovera provides many valuable benefits, programs and tools to help manage the various phases, developments, and priorities in your life which include: • Medical and dental insurance coverage, • FSA- health and dependent care expenses, • Telecommuting and work-life balance, • Life insurance, • Short and long-term disability insurance, • Generous paid time off (vacation, sick, floating holidays), • 401(k) retirement plan, • Competitive base salary \n Essential Duties and Responsibilities: • Initiate and maintain strong relationships with a portfolio of medium, large, and enterprise clients., • Drive new business by leveraging your existing rolodex of contacts and identifying security needs within target accounts., • Provide consultative security strategy services to clients, positioning Neovera Corporation as a trusted partner for long-term growth., • Present and articulate Neovera Corporation’s value proposition, including services and pricing, to prospective clients., • Schedule and lead sales presentations, collaborate with technical teams for detailed service discussions, and follow up on leads to drive conversions., • Draft and present Statements of Work (SOW) and quotes, closing opportunities with new and existing clients., • Conduct market research to understand client security challenges and industry trends., • Identify and pursue new leads by maintaining regular communication with current clients and prospecting new contacts., • Update and maintain accurate client information within Neovera Corporation’s CRM tool, ensuring seamless communication and follow-up., • Track and record client interactions, sales activities, and pipeline progress. Key Competencies: • Build long-lasting relationships based on trust, acting as a strategic advisor on cybersecurity challenges and solutions., • Operate independently with minimal supervision, setting your own schedule and driving your sales pipeline., • Effectively communicate complex cybersecurity concepts to both technical and non-technical audiences, influencing key decision-makers., • Handle multiple sales opportunities concurrently, prioritizing tasks to meet deadlines and sales targets., • Demonstrate a strong understanding of cybersecurity services and solutions, staying informed of industry trends and emerging threats. Qualifications: • A minimum of 5 years in B2B security sales, with a proven track record of leveraging an established network of clients to drive revenue growth., • Exceptional verbal and written communication skills, with the ability to simplify complex technical concepts for diverse audiences, including executives and technical teams., • Demonstrated ability to manage the entire sales process from lead generation through close, consistently meeting or exceeding sales targets., • Strong understanding of cybersecurity solutions, security architecture, and compliance requirements., • Proficient in CRM systems, particularly in managing client interactions, tracking sales activities, and generating insightful reports., • Preferably in Business Administration, Communications, or Computer Science., • Relevant cybersecurity certifications (CISSP, CISM, CRISC) are highly preferred., • A minimum of 5 years in solution selling / business development activities, ideally within cybersecurity or a related industry. Preferred Qualifications: • Thrives in a fast-paced, dynamic environment with the ability to work independently., • A strong commitment to understanding client needs and providing tailored security solutions., • Capable of handling pressure, setbacks, and the evolving needs of a highly competitive market. \n

COME JOIN OUR GROWING ORGANIZATION! At _, we are expanding our behavioral health services across multiple states and seeking a dynamic, results-driven leader to join our executive team as a Corporate Nursing Director. This is an exciting opportunity for an experienced healthcare business development professional to lead strategic growth initiatives, support new program development, and drive marketing performance across a multi-state behavioral health organization. Position Summary The Corporate Nursing Director provides strategic leadership and system-wide oversight of nursing services across multiple acute inpatient psychiatric hospitals. This role ensures high standards of patient care, nursing practice, staffing, safety, and regulatory compliance while supporting continuous survey readiness and evidence-based clinical operations. The Director collaborates with executive leadership to drive quality improvement, patient safety initiatives, workforce development, and operational excellence across all facilities. This position also oversees nursing policies, competency programs, clinical audits, and leadership development to support safe, high-quality behavioral health care throughout the organization. Essential Responsibilities • Provide executive leadership and oversight for nursing services across all facilities within the healthcare system, • Develop and maintain a unified nursing vision, philosophy, and strategic plan across all hospitals, • Ensure implementation of evidence-based psychiatric nursing practices system-wide, • Serve as a key advisor to executive leadership on clinical operations, staffing, patient care, and nursing performance, • Ensure compliance with Joint Commission, DNV, CMS, state psychiatric regulations, and all nursing standards, • Lead system-wide survey readiness activities including tracers, mock surveys, documentation audits, and corrective action planning, • Oversee suicide prevention standards, ligature risk mitigation, restraint and seclusion compliance, medication management, and patient rights practices, • Monitor nursing quality indicators, patient safety metrics, and clinical performance dashboards across all facilities, • Lead or participate in Root Cause Analyses (RCA), sentinel event reviews, FMEAs, and performance improvement initiatives, • Develop and oversee staffing models, acuity-based assignments, scheduling standards, and workforce planning, • Ensure all nursing staff maintain competencies, credentialing requirements, annual education, and compliance training, • Oversee onboarding, orientation, mentoring, and leadership development for Directors of Nursing, Nurse Managers, Assistant Directors of Nursing, Infection Control Nurses, and QAPI nurses, • Partner with Human Resources to improve recruitment, retention, succession planning, and nursing leadership development, • Develop, standardize, and maintain nursing policies, procedures, and clinical protocols to ensure evidence-based practice and regulatory compliance, • Facilitate communication, collaboration, and operational alignment across all nursing departments and facilities, • Provide oversight and support for Infection Control and APIC/IC programs across all Freedom facilities, • Audit nursing documentation, internal tracers, incident and accident reports, and medical records to ensure compliance with company and regulatory standards, • Monitor and ensure compliance with nursing KPIs, reporting requirements, and corporate RAP utilization across all facilities, • Participate in nursing department budgeting, resource allocation, and operational efficiency planning, • Ensure timely completion of corporate meetings, reporting, and communication expectations, • Support the development and implementation of nursing and clinical orientation platforms and educational initiatives, • Drive initiatives focused on improving patient safety outcomes, survey readiness, and reduction of nursing leadership turnover company-wide, • Perform additional duties and special projects as assigned by executive leadership Qualifications • Bachelor's degree in Nursing (BSN Master's degree strongly preferred), • Active RN License in relevant states (Texas, Louisiana, and Mississippi), • 5-8 years experience in senior nursing leadership Knowledge, Skills, and Abilities • Strong leadership, communication, and relationship-building skills, • Proven ability to drive growth and meet performance objectives, • Excellent analytical, organizational, and reporting abilities, • Strong computer, technology, and mobile application proficiency, • Understanding of behavioral health terminology, diagnoses, and patient populations, • Knowledge of healthcare regulatory and compliance standards, • Ability to work independently while managing multiple priorities in a fast-paced environment, • Demonstrated ability to build, develop, and support high-performing teams Travel Requirements This position is remote-based; however, extensive travel is required. The Corporate Nursing Director must be willing and able to travel approximately 90% or more to facilities and communities throughout the organization’s service areas. Candidates must be flexible with travel scheduling and understand that overnight travel is frequently required. Depending on business needs, this position may require overnight stays of up to four (4) nights per week. Why Join Freedom Healthcare? • Opportunity to lead growth initiatives across a rapidly expanding behavioral health organization, • Executive-level collaboration and leadership development, • Meaningful impact on patient access and community healthcare services, • Dynamic, fast-paced environment with opportunities for advancement, • Competitive compensation and benefits package Freedom provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We are seeking a highly skilled Senior Accountant - independent contractor - with a focus on Intacct to serve as a strategic advisor and mentor within our Client Accounting Advisory Services (CAAS) team. This role is ideal for a results-driven accounting professional who thrives in a fast-paced, global environment and excels at providing high-value accounting and advisory services. While this position does not have direct reports, it requires strong leadership, mentorship, and collaboration skills to guide a team of staff and senior staff accountants and support client success. The Senior Accountant will be responsible for managing client engagements, optimizing financial processes, and ensuring accurate financial reporting. This role plays a critical part in advising clients on best accounting practices, system implementations, and operational efficiencies. The ideal candidate will have a strong technical background in outsourced accounting, experience in a multi-client environment, and the ability to provide strategic financial insights. Additionally, this individual will lead month-end close processes, client onboarding, and financial system implementations, leveraging tools such as FloQast for close management, Sage Intacct for financial automation, and other cloud-based ERP solutions to ensure efficiency, accuracy, and real-time visibility into financial operations. The ability to implement workflow automation, reconcile accounts at scale, and provide data-driven financial insights will be essential to success in this role. If you are a results-driven accounting professional who excels at client advisory, financial leadership, and strategic execution, we invite you to apply. As a platinum Sage partner, TydeCo and our partner entity TydeCo U we specialize in delivering cutting-edge ERP and HRP solutions such as Sage 300 Cloud and Sage Intacct. We also offer Outsourced Accounting solutions to help clients streamline financial operations and scale with confidence. Our dedication to innovation, excellence, and client success ensures businesses not only adopt our solutions but thrive in competitive markets. If you're ready to lead in a fast-paced, high-impact environment, we invite you to be part of our journey. This position will report to the Team Manager(s). This position is fully remote and can be based anywhere in the U.S. Key Responsibilities Global Support • Operate within a global framework, ensuring adaptability to support teams, meet deadlines and participate in virtual meetings across multiple time zones based in Canada, South Africa, U.K. or the U.S., as needed., • Collaborate with international stakeholders, adjusting to varying schedules and priorities as needed., • Facilitate seamless communication and coordination across CAAS teams to support sales operational efficiency., • Maintain flexibility in scheduling to accommodate time-sensitive tasks and cross-regional collaboration. Advanced Accounting & Financial Analysis • Lead the month-end and year-end close processes, including journal entries, accruals, and financial reconciliations., • Prepare and analyze financial statements, management reports, and financial forecasts to support client decision-making., • Ensure compliance with GAAP and financial controls, maintaining audit-ready financial records., • Utilize FloQast for close management, reconciliation tracking, and workflow automation. Client Advisory & Relationship Management • Serve as a trusted financial advisor to clients, offering data-driven insights and recommendations., • Lead client onboarding and Sage Intacct implementations, ensuring financial systems are optimized., • Provide fractional Controller-level support, offering strategic financial insights and operational efficiencies., • Assist in the implementation and migration of accounting systems, ensuring smooth onboarding and system optimization., • Conduct systems analysis to evaluate and optimize clients’ utilization of Sage Intacct, ensuring alignment with operational goals, • Deliver tailored training to clients on the effective use of Sage Intacct, empowering them to maximize system capabilities and ensure long term success, • Conduct quarterly financial reviews with clients, providing actionable insights for improved business performance,. Client Engagement & Project Contribution • Maintain minimum billable hours as defined by leadership., • Provide strategic recommendations to improve clients’ HR and payroll efficiency., • Collaborate with sales/account management teams to align deliverables with scope and client expectations., • Identify service expansion opportunities and areas of client value. Technology & Operational Efficiency • Leverage Sage Intacct and QuickBooks Online as primary accounting platforms for financial reporting, automation, and process optimization., • Implement best practices for financial operations, including automation, process standardization, and internal controls to enhance accuracy and efficiency., • Support financial technology integration projects, ensuring seamless adoption of new tools and systems for accounting, payroll, and reporting functions., • Assist in payroll processing and compliance, working with payroll systems to ensure accurate wage calculations, tax filings, and reporting., • Optimize reconciliation and close processes using FloQast, QuickBooks Online, and Sage Intacct, improving efficiency, accuracy, and timeliness., • Drive continuous improvement initiatives, staying ahead of industry trends and technological advancements. Senior Mentorship • Guide and mentor Staff Accountants, providing technical expertise, process training, and career development support., • Review work prepared by Staff Accountants, ensuring accuracy and adherence to best practices., • Act as a subject matter expert for Sage Intacct, QuickBooks Online (QBO) and other cloud-based financial tools, supporting internal training and implementation efforts., • Foster a culture of continuous improvement and knowledge-sharing within the CAAS team., • Collaborate across departments to enhance service offerings and improve client outcomes., • Stay ahead of industry trends to drive continuous improvements in outsourced accounting services. Internal Collaboration & Process Alignment • Participate in global accounting meetings, ensuring consistency and compliance across financial processes., • Work cross-functionally with operations and finance teams to align accounting practices with business needs., • Assist in the preparation of audit schedules, tax filings, and financial compliance documentation., • Provide support to leadership by preparing financial data, reports, and insights for internal decision-making. Key Attributes • Resilience and Adaptability: You excel in a global, fast-moving environment, balancing multiple client engagements, financial reporting requirements, and operational challenges while ensuring quality and timeliness., • Attention to Detail: Your deep expertise in multi-entity, multi-currency accounting ensures accuracy in financial reporting, reconciliations, and compliance efforts. You take pride in delivering audit-ready financials., • Collaborative Mentorship: As a mentor to staff accountants and a strategic partner to senior leadership, you drive cross-functional collaboration, ensuring accounting functions align with broader business objectives., • Client-Centric Advisory Mindset: You go beyond transactional accounting to provide financial insights, advisory services, and operational improvements that help clients optimize their financial processes., • Problem-Solving and Analytical Excellence: With a data-driven mindset, you analyze financial trends, identify opportunities for efficiency, and leverage automation tools such as Sage Intacct, FloQast, and QuickBooks to drive operational improvements., • Strategic Accountability: You take ownership of financial performance, reporting accuracy, and process optimization, ensuring that best practices are implemented across financial close, payroll processing, and tax compliance., • 10+ years of accounting experience as a Senior Accountant, Senior Staff Accountant or Sr. Controller preferably in outsourced accounting, advisory services, or a CPA firm., • Bachelor’s degree in Accounting, Finance, or a related field; CPA or CPA eligibility preferred for Senior Staff Accountant or in lieu of degree 12+ years of relevant experience., • Proficiency in Sage Intacct (Required), including:, • Proficient in Core Financial Modules, • Experience creating Financial Reports, • Experience with Multi-Entity environments, • Experience with Advanced Workflows, • Experience using FloQast for close management, reconciliation tracking, and workflow automation (Required)., • Strong technical expertise in multi-entity, multi-currency accounting functions., • Experience with payroll, sales tax filings, and financial audits., • Strong analytical skills with a proactive problem-solving mindset. Preferred Experience • Background in SaaS, outsourced accounting, or financial consulting., • Familiarity with ERP implementations and financial technology integrations., • Experience in client-facing financial advisory roles. Work Environment Work can take place either in an open office setting or remote setting with the expectation to travel onsite based on business and management needs. This is a full-time position that requires the ability to work a flexible and regular full-time schedule. It requires the ability to sit and work at a computer for extended periods of time and communicate effectively with a diverse audience in person, by phone and by computer. About Us TydeCo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from qualified candidates of all backgrounds, regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy, maternity, or any other legally protected characteristics.

Description BKF is a multi-service infrastructure consulting firm providing civil engineering, construction management, environmental, planning, and surveying services across California, the Pacific Northwest, and beyond. With offices throughout California and the Portland area, BKF has served transportation, water resources, land development, government, and federal clients for over 110 years. At BKF, you’ll find a unique opportunity to grow your career with intention. Our culture values professional autonomy, innovation, and meaningful collaboration across offices. We are proud to be recognized with the Great Place to Work certification for the second year in a row. BKF is hiring a Historic Structures Senior Technical Specialist to conduct research, evaluations, impact mitigation and documentation of historic buildings, structures, and landscapes as required by California Environmental Quality Act (CEQA), National Environmental Quality Act (NEPA), and section 106 of the National Historic Preservation Act (NHPA) for projects throughout California. This position is remote (with the ability to be in a BKF office when necessary) and there will also be limited fieldwork or site visits required. Responsibilities BKF is seeking a self-driven, results-oriented Historic Structures Senior Technical Specialist to work on architectural history projects and support the expansion of our Natural Resources Division in California. Job duties include: • Archival Research: Review background literature and sources, including historic maps, historic aerial imagery, property deeds, construction designs, and tax records to establish historical contexts for historic built environment and landscape resources., • On-site Documentation: Conduct on-site surveys and inspections of historic structures and landscapes, documenting architectural features with notes and photography., • Compliance Documentation: Prepare technical reports and compliance documentation required for federal, state, and local preservation mandates (e.g., Section 106 of the NHPA, CEQA)., • Resource Evaluation: Apply standard historic evaluation criteria (e.g., California Register of Historical Resources and the National Register of Historic Places guidelines) to determine a building’s historical significance and eligibility for listing., • Resource Impact Mitigation: Develop and enact strategies for the mitigation of impacts to historic structures and landscapes., • Public Engagement and Planning: Consult with BKF clients, government agencies, nonprofits, and the general public, and advocate for historic preservation and landmark designations., • Applying Cultural Resource Regulations: Understand and apply laws, regulations, policies, and procedures, for federal and local government projects including CEQA and Section 106 public consultation meetings, communication with clients and agencies, and documentation of all stages of review., • Experience and technical knowledge managing environmental compliance related documents for a variety of projects and clients, including land development, municipal/local/regional government, transportation, water, energy, general plans, housing, and/or higher education., • Coordinating with complex environmental projects and/or multi-agency/multi-jurisdictional planning efforts., • Ability to strategize the environmental compliance needs of a given project, from exemptions and exclusions to EIRs and EISs., • Planning and coordinating projects and developing scope of work and work plans including preparing environmental compliance documents, planning assessments, environmental research and assessment, data analysis functions, timelines, budget, and invoicing., • Serving as a technical consultant and advisor to elected officials, citizen groups, and other stakeholders related to historic structures and landscapes., • Coordinating the work of consultants/contractors and other professionals who are assigned to specific projects. Requirements • Meet Secretary of the Interior's Guidelines for professional qualifications in architectural history including possessing a graduate degree in architectural history, art history, historic preservation, or closely related field, with coursework in American architectural history,, • At least ten years of full-time experience in research, writing, or teaching in American architectural history or restoration architecture with an academic institution, historical organization or agency, museum, or other professional institution; or, • Substantial contribution through research and publication to the body of scholarly knowledge in the field of American architectural history., • Possess a Master’s degree or Doctorate in architectural history or a related field, • An articulate and persuasive communicator, both one-on-one and in front of large groups., • A high energy, passionate, forward-thinking, results-oriented, team player, and resourceful leader., • Collaborative and highly skillful at building and maintaining effective working relationships throughout the organization., • Ability to effectively wok with teams and communicate with clients., • Ability to handle critical conversations with internal staff, managers, and leaders., • Valid California Class C driver's license and an acceptable driver’s record are required. Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 20 pounds with accommodations. Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment. Travel to other BKF locations and client sites may be required. Benefits • The typical base salary range for this position is $55.00-$90.00 per hour, as needed, depending upon skills, experience, education, and geographical location. This is an hourly position paid biweekly. BKF provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BKF does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF, BKF reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited submittals are done at the risk of the recruiter. #LI-Hybrid

About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you’re protected from the start, • A 401(k) with a 4% company match to keep your future on track, • Discretionary time off - take the time you need, when you need it, • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary We are growing our Platform Engineering team and are looking to add a Data Engineer who will be able to help build our internal data platform. This data platform is central to ensuring that our software development and data analytics teams have governed access to the data they need. As a Data Engineer on the Platform Team, you will be a part of driving the design, development, and implementation of our data platforms. Your responsibilities include partnering with the architect and engineering teams in developing our platform, as well as providing best practices and approaches to ensure security, resiliency, and availability of solutions. You will be challenged to create strategies that ensure the secure consumption of the platform through continuous innovation, simplification, and self-service automation. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. Compensation: The salary range for this position is between $125k and $140k, depending on experience level. Primary Responsibilities • Participate in all initiatives keeping all compliance, security and regulatory needs satisfied, • Be a thought leader by staying abreast of current and emerging technologies and industry trends., • Work with your peers to design and build data platform capabilities and incorporate the necessary automations and tool configurations that ensure agile delivery and secure consumption, • Design and implement processes and tools that enable product engineering and BI/Analytics teams to consume an extensible and scalable data platform, which enforces all needed governance and consistent operational models, • Be a trusted advisor for initiatives by providing objective, practical, and relevant ideas, insights, and advice while also building organizational partnerships and networks to ensure comprehensive capabilities are developed with input from appropriate business and Engineering resources, • Directly support the use and delivery of data platform services in the organization, • Ensure that all data platform solutions follow established security and compliance controls, • Maintain existing and future software services code and configuration, • Make recommendations for improvements to existing architecture, • Help implement new technologies for future deployment, • Provide technical guidance, knowledge transfers, and mentorship to clients on their data platform adoption, • Help implement and improve the development of data pipelines, • Other duties as assigned Required Qualifications & Skills • B.S. in Computer Science or equivalent experience, • 4+ years of experience with and strong working knowledge of SQL required, and understanding of data models, • 4+ years of experience with or strong knowledge of Postgresql, MySQL, or other relational database design and programming: stored procedures, functions, PL/pgSQL, • Experience with or working knowledge of managing AWS Data Infrastructure: S3, RDS, Managed Streaming Kafka, Lake Formation, Glue, Glue Data Catalog, Athena, Quicksight, DataZone, • Experience with systems engineering and/or software development: Java, Javascript, Python, PHP, • Experience with modern API platform design, security practices, and data architectures: event-driven architecture, change data capture, pub/sub Preferred Qualifications & Skills • Experience with cloud solution design patterns: CI/CD, Docker, Kubernetes, containers, microservices, distributed caching, • Experience with Terraform scripting, • Experience with data integrations from third-party platforms: NetSuite, Salesforce, Workday, Pendo, • Experience with reporting and analytic tools: Grafana, Kibana, Elasticsearch, Open Telemetry, • Experience with ETL processes, projects, and tooling: Boomi, • Understanding of systems hardening and secure systems configuration, • Experience with regulatory compliance standards: HIPAA, PCI, SEC, FINRA, • Excellent written and verbal communication skills, with the ability to present complex technical information in a clear and concise manner to a variety of audiences, • Understanding of Agile/Kanban methodologies Desired Characteristics • Self-motivated, • Intellectually curious, • Collaborative, • Amiable, • Operates with the highest integrity and attention to detail, • Passionate about efficient, scalable business processes, • Ability to prioritize and multitask across many projects Physical Requirements/Special Demands • Must be available to work standard business hours and occasional nights/weekends., • Travel is required up to three times per year We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our . This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Consumer Reports is an independent, nonprofit organization dedicated to a fair and just marketplace for all. CR is known for our rigorous testing and trusted ratings on thousands of products and services. We report extensively on consumer trends and challenges, and survey millions of people in the U.S. each year. We leverage our evidence-based approach to advocate for consumer rights, working with policymakers and companies to find solutions for safer products and fair practices. Our mission starts with you. We offer medical benefits that start on your first day as a CR employee that include behavioral health coverage, family planning and a generous 401K match. _ OVERVIEW We’re looking for a full stack Senior Product Engineer to lead the multi-platform engineering efforts for our AskCR chatbot and related AI-driven features across the Consumer Reports website, mobile app, and other digital surfaces. This role is critical in ensuring seamless integration, robust performance, and high-quality user experiences. Reporting to the Director, Web Development you will be part of the Experimental Engineering team where you will drive consistent, maintainable development practices, coordinate cross-team collaboration, and oversee the delivery of resilient software solutions. This is a remote position. This position is not eligible for sponsorship or relocation assistance. How You'll Make An Impact As Senior Product Engineer, you will focus on Ask CR, our AI-powered advisor that answers consumer's questions based on CR’s trusted research and product data, including: • Leading the technical planning, architecture, and implementation efforts for AskCR’s multi-platform initiatives, ensuring consistency and maintainability., • Collaborating closely with product management, design, and engineering teams to align technical strategy with business and user needs., • Coordinating cross-team engineering efforts, facilitating clear communication, effective planning, and efficient release management., • Establishing and upholding best practices for code quality, continuous integration/continuous deployment (CI/CD), monitoring, and debugging across platforms., • Diagnosing and resolving complex production issues, providing timely and effective solutions., • Mentoring and guiding engineering team members, fostering technical growth and leadership capabilities. ABOUT YOU You’ll Be Highly Rated If: • You have the educational background. Bachelor's degree in Computer Science, Software Engineering, or related technical discipline., • You have the engineering experience. 5+ years of professional software engineering experience is required., • You bring a strong proficiency in web and mobile development frameworks (specifically React, React Native)., • You have a strong proficiency in building APIs with Python (e.g. FastAPI)., • You have proven experience in multi-platform software development and integration, with a track record of delivering high-quality production applications., • You have a demonstrated expertise in best practices for CI/CD, automated testing, observability, and debugging., • Your excellent communication and collaboration skills, allow you to lead complex projects across diverse teams. You'll Be One of Our Top Picks If: • You have prior experience working on consumer-focused AI applications or chatbots., • You are familiar with cloud infrastructure (AWS, Azure, or Google Cloud Platform) and container orchestration technologies., • You have knowledge of ethical AI practices, data privacy compliance, and secure coding principles. FAIR PAY AND A JUST WORKPLACE At Consumer Reports, we are committed to fair, transparent pay and we strive to provide competitive, market-informed compensation informed by location, as well as the candidate’s particular combination of knowledge, skills, competencies, and experience. It is expected that most qualified candidates will fall near the middle of the posted salary range. We have three locations: Yonkers, NY, Washington, DC and Colchester, CT. We are registered to do business in and can only hire from the following states and federal district: Arizona, California, Connecticut, Illinois, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Texas, Vermont, Virginia and Washington, DC. Salary ranges • NY/California: $140K-$160K annually, • DMV/Massachusetts: $120K-$140K annually, • Colchester, CT and additional approved CR locations: $115K-$135K annually Consumer Reports is an equal opportunity employer and does not discriminate in employment on the basis of actual or perceived race, color, creed, religion, age, national origin, ancestry, citizenship status, sex or gender (including pregnancy, childbirth, related medical conditions or lactation), gender identity and expression (including transgender status), sexual orientation, marital status, military service or veteran status, protected medical condition as defined by applicable state or local law, disability, genetic information, or any other basis protected by applicable federal, state or local laws. Consumer Reports will provide you with any reasonable assistance or accommodation for any part of the application and hiring process.

Location: Home-Based (Remote) based in any country where Mercy Corps is registered Position Status: Full-time, Exempt, Regular Risk Level: ☒ Level 3 ☐ Level 2 ☐ Level 1 About Mercy Corps possible.In disaster, in hardship, in more than 40 countries around the world, we partner to put bold solutions into action — helping people triumph over adversity and build stronger communities from within. Now, and for the future. The Program / Department / Team The ER2 Center of Excellence (COE) – Emergency Response and Employee Relations – is part of Mercy Corps' People function. The COE is responsible for supporting the organization's workforce through effective employee relations case management, policy guidance, conflict resolution, and emergency HR response. The team works closely with regional and country People Teams to ensure consistent application of policies and best practices across Mercy Corps' global operations in more than 30 countries, while also providing rapid HR support during emergency situations and crisis response. The Position The Global Employee Relations Advisor provides comprehensive Employee relations support across Mercy Corps' global operations, with a particular focus on regions. This role supports ER case management, contributes to training delivery, assists with HR Acuity case management system administration and data reporting, and provides ad hoc support to the Ethics team on HR investigations. The Advisor works collaboratively with the Senior HR Advisor US and regional/country People Teams to ensure timely case triage, consistent policy application, and effective employee relations support. This position requires strong interpersonal skills, cultural sensitivity, and the ability to handle confidential and sensitive information with discretion. Essential Responsibilities ER CASE MANAGEMENT • Manage and support employee relations cases delegated to ER2 COE from intake through resolution, ensuring consistent application of policies and procedures across assigned regions., • Provide guidance and support to regional and country People Team practitioners on ER matters, including performance management, disciplinary actions, grievances, and workplace conflicts., • Conduct initial case triage as needed and assessment to determine appropriate response levels and escalation paths., • Collaborate with country and regional teams to ensure ER matters are handled in accordance with local labor laws and organizational policies. HR ACUITY & DATA MANAGEMENT • Support the Senior HR Advisor US in implementing the HR Acuity case management system notably the roll out with country team HR leader, ensuring proper workflow adherence and data integrity., • Assist the Senior HR Advisor US with generating reports and analytics on ER case trends, metrics, and outcomes to support leadership decision-making., • Support the Senior HR Advisor US in reviewing and improving HR Acuity workflows and protocols for sharing confidential information across regional and country teams based on role and seniority., • Maintain accurate records and documentation in compliance with data protection and confidentiality requirements. EXPAT SEPARATIONS & TERMINATION MANAGEMENT • Draft, review, and coordinate separation agreements for redundancy situations and ER-related terminations in partnership with the Legal Team., • Provide guidance to Regional Teams on separation processes, ensuring consistent application across all locations., • Maintain accurate documentation of all separation cases and ensure timely completion of offboarding requirements. LEGAL CASE MANAGEMENT & TRACKING • Map and track all legal cases across Mercy Corps global operations, maintaining a comprehensive database of ongoing and resolved matters., • Provide regular status updates and reports on legal case progress to the Interim Senior Director ER2 and relevant stakeholders., • Partner with Regional and Country People Teams to support the implementation of legal recommendations and corrective actions., • Collaborate with the Legal Team and Senior HR Advisor US to identify trends, risks, and areas requiring enhanced support or policy updates. TRAINING & CAPACITY BUILDING • Support the delivery of ER training programs to regional and country People Team practitioners, including Train-the-Trainer sessions., • Assist in developing and updating training materials, toolkits, and guidance documents on ER case management and HR investigations., • Participate in annual refresher training delivery at country and/or regional levels., • Contribute to the development of standard operating procedures (SOPs) and best practice documentation. ETHICS TEAM SUPPORT • Provide ad hoc support to the Ethics team on HR investigations as assigned, following established investigation protocols., • Receive training on HR investigation methodologies and participate in investigations as appropriate., • Maintain strict confidentiality and objectivity when supporting investigation activities. SAFEGUARDING RESPONSIBILITIES • Actively learns about safeguarding and integrates it into their work, including safeguarding risks and mitigations related to their area of work., • Practices the values of Mercy Corps including respecting the dignity and well-being of participants and fellow team members., • Encourages openness and communication in their team; encourages team members to submit reports if they have any concerns using reporting mechanisms e.g., Integrity Hotline and other options. Supervisory Responsibility: None. This position has no direct reports. Accountability Reports Directly To: Senior Director Organizational Resilience and Innovation Works Directly With: Senior HR Advisor US, Regional and Country People Teams, Ethics Department, Legal Team Accountability to Participants and Stakeholders Mercy Corps team members are expected to support all efforts toward accountability, specifically to our program participants, community partners, other stakeholders, and to international standards guiding international relief and development work. We are committed to actively engaging communities as equal partners in the design, monitoring and evaluation of our field projects. Minimum Qualification & Transferable Skills • Bachelor's degree in Human Resources, Business Administration, or related field ; Master's degree preferred., • Minimum 5 years of progressive experience in Employee Relations or HR generalist roles with significant ER exposure preferred., • Demonstrated experience in ER case management, including intake, documentation, investigation support, and resolution., • Fluency in English ; fluency in Spanish, French, or Arabic highly recommended., • Experience with HR case management systems (HR Acuity or similar) preferred., • Knowledge of employment law principles and ability to apply them across multiple jurisdictions., • Strong written and verbal communication skills with ability to communicate effectively across cultures., • Experience working in the field within different cultural contexts; international organizations or NGO/humanitarian sector experience preferred., • Professional HR certification (SHRM-CP/SCP, PHR/SPHR, or equivalent) preferred. Success Factors The successful Global ER Advisor will demonstrate strong interpersonal skills and cultural sensitivity, with the ability to build trust and rapport with colleagues across diverse cultural contexts. They will show excellent judgment and discretion when handling confidential and sensitive employee matters, maintaining objectivity and professionalism at all times. The ideal candidate will be proactive in identifying potential issues before they escalate, solution-oriented in their approach to problem-solving, and committed to continuous learning and professional development. They will possess strong organizational skills with the ability to manage multiple cases and priorities effectively, while maintaining attention to detail in documentation and reporting. Success in this role requires adaptability to work across time zones, comfort with ambiguity, and the resilience to handle emotionally challenging situations while maintaining appropriate boundaries. Living Conditions / Environmental Conditions This is a home-based (remote) position. The role may require occasional travel (up to 20%) to support regional training delivery or country-level ER matters, which may include travel to locations where amenities are limited. The position requires flexibility to work across multiple time zones to support global operations. Ongoing Learning In support of our belief that learning organizations are more effective, efficient and relevant to the communities we serve, we empower all team members to dedicate 5% of their time to learning activities that further their personal and/or professional growth and development. Team Engagement and Effectiveness Achieving our mission starts with how we build our team and collaborate. By bringing together individuals with a variety of experiences, backgrounds, and perspectives, we strengthen our ability to solve complex challenges and drive innovation. We foster a culture of trust and respect, where every team member is valued for their contributions, empowered to reach their full potential, and motivated to do their best work. We recognize that building a strong and effective team is an ongoing process, and we remain committed to learning, improving, and growing together. Equal Employment Opportunity Mercy Corps is an equal opportunity employer committed to providing equal employment opportunities to all employees and qualified applicants for employment without regard to race, color, sex, sexual orientation, religion or belief, national origin, age, disability, marital status, veteran status, or any other characteristics protected under applicable law. Safeguarding & Ethics Mercy Corps is committed to ensuring that all individuals we come into contact with through our work, whether team members, community members, program participants or others, are treated with respect and dignity. We are committed to the core principles regarding prevention of sexual exploitation and abuse laid out by the UN Secretary General and IASC and have signed on to the Interagency Misconduct Disclosure Scheme. We will not tolerate child abuse, sexual exploitation, abuse, or harassment by or of our team members. As part of our commitment to a safe and inclusive work environment, team members are expected to conduct themselves in a professional manner, respect local laws and customs, and to adhere to Mercy Corps Code of Conduct Policies and values at all times. Team members are required to complete mandatory Code of Conduct eLearning courses upon hire and on an annual basis. As an applicant, if you witness or experience any form of sexual misconduct during the recruitment process, please report this to Mercy Corps Integrity Hotline (_).

About the Role At Insomnia Cookies, we don’t just deliver warm cookies late at night — we create unforgettable moments and build teams that love what they do. We’re looking for an experienced Regional, Field-Based Human Resources Business Partner (HRBP) to support our growing Central and West Coast field organization. This role serves as a trusted strategic advisor to regional and market leaders, translating business objectives into people strategies that drive performance, engagement, and retention. The Sr. Regional HRBP will balance strategic partnership and hands-on execution, with deep involvement in employee relations, talent management, compliance, and culture across a multi-state footprint. This role requires strong business acumen, sound judgment, and the ability to influence leaders at all levels while operating effectively in a fast-paced, high-growth environment. This position can sit on-site at our HQ in Philadelphia, or work remotely out of Florida, Dallas, Charlotte or Atlanta Sweet Position Perks: • 4 day work week!! (yupp, we get every Friday off), • Excellent comprehensive benefits coverage that includes medical, dental, vision & pet insurance plans, • 401K with contribution match, • 3 weeks paid vacation plus 2 paid Insomnia personal wellness days, • Relaxed, fun, come as you are office culture, • Free cookies, branded swag and so much more! What You’ll Do Strategic Business Partnership -Partner closely with Regional Directors and Field Operations leaders to align people strategies with business goals and growth plans. -Translate business needs into actionable HR solutions through workforce planning, organizational design, succession planning, and leadership development across the region. -Use data and insights to identify trends, risks, and opportunities related to engagement, retention, performance, and talent gaps. Employee Relations & Performance Management -Act as a subject matter expert and escalation point for complex employee relations matters, including performance management, corrective action, investigations, and terminations. -Coach and influence field leaders on effective people management practices, difficult conversations, and risk mitigation. -Oversee and conduct internal investigations, ensuring fair, consistent, and compliant outcomes with thorough documentation. Build Strong Teams & Champion Our Insomniacs -Coach and influence field leaders to be confident, effective people managers who live our values. -Partner with Talent and Operations teams to support hiring, onboarding, and retention strategies across the region. -Drive engagement initiatives that strengthen connection, culture, and belonging for field teams. -Lead or support regional employee engagement initiatives, including survey execution, analysis, action planning, and leader enablement. -Champion Insomnia Cookies’ culture and values efforts across the field organization. Drive Programs That Scale -Provide guidance to leaders on compensation decisions, job leveling, promotions, and performance-based rewards within established frameworks. -Partner with the People Team on benefits administration, program enhancements, and communication strategies that support field employees. -Support operationalization of learning and development programs in the field. -Identify trends in turnover, compensation competitiveness, and engagement, and recommend targeted solutions. Do What’s Right -Ensure compliance with federal, state, and local employment laws across multiple jurisdictions, including wage and hour laws, Fair Work Week, FMLA, OSHA, EEO, and ADA. -Stay ahead of employment law changes and HR best practices, advising leaders on implications and solutions. -Promote consistent, compliant, and people-first practices across all locations. Collaboration & Leadership -Partner closely with the broader People Team to drive consistency, scale best practices, and support enterprise-wide initiatives. -Perform other duties as needed in support of the People Team and business objectives. What You Bring -8-10 years of progressive HR experience, with significant time supporting field-based, multi-unit, retail, restaurant, or hospitality teams. -Proven experience partnering with senior leaders and influencing outcomes without direct authority. -Strong business acumen with the ability to connect people initiatives to operational outcomes. -Strong employee relations expertise and the ability to navigate complex, high-stakes situations with confidence and care. -A business-minded, data-informed approach to problem-solving. -Excellent communication skills and the ability to build trust quickly with leaders and teams at all levels. -Comfort working independently in a field-based role while staying deeply connected to a collaborative People Team. -High integrity, discretion, and a genuine passion for people and culture. -Highly organized with the ability to manage competing priorities in a fast-paced, growth-oriented organization. -Thorough knowledge of employment-related laws and regulations, particularly California. -Proficiency with Microsoft Office Suite. -Proficiency with or the ability to quickly learn the organization’s HRIS system. -Ability to travel up to 50%. Education and Experience: -Bachelor’s degree in Human Resources, Business Administration, or related field required. -A minimum of eight years of direct human resource management experience required. -Experience supporting multi-state and high-growth organizations. Why You’ll Love It Here -You’ll have a real voice and influence in shaping the employee experience for thousands of Insomniacs. -You’ll partner with leaders who care deeply about people, culture, and results. -You’ll work in a fast-growing, entrepreneurial environment where ideas move quickly and impact is visible. -And yes, cookies are part of the deal! About us:Insomnia Cookies was founded in a college dorm room by then-student, Seth Berkowitz. Fast forward 20 years and so... many....cookies... later, our innovative bakery + delivery concept has become a cult brand known for its rabid following of cookie lovers who crave Insomnia’s warm, delicious delivery all day and late into the night. With an expanding footprint of over 300 stores globally, an experiential, “sweet-easy” concept as the brand’s flagship in Philadelphia, Pa. (where Insomnia Cookies is headquartered), and a rapidly-growing nationwide shipping and gifting portfolio... Insomnia Cookies is revolutionizing the cookie game by truly "Imagining What’s Possible"!

Dave is a financial app on a mission to build products that level the financial playing field. It is redefining the financial landscape by leveraging technology to create an affordable, transparent, and user-centric access to liquidity for millions of Americans. As a leading innovator in the U.S. financial services sector, Dave’s digital financial platform offers products designed to meet the credit needs of those underserved by traditional financial institutions. Dave’s offerings include its flagship ExtraCash product, providing members up to $500 within minutes. The company is on track to launch several new product offerings in 2026, including a Buy Now Pay Later (BNPL) option. Dave is focused on serving Americans who are financially vulnerable or living paycheck to paycheck. Dave is leading the charge in creating a new era of credit products that prioritizes speed, affordability, and accessibility, making it the go-to financial partner for those who need it most. We’re looking for a Staff AI Acceleration Engineer to define the technical foundation for how AI agents are built, connected to data, and safely deployed across Dave. This is a highly influential individual contributor role focused on architecture, technical strategy, and platform design. You’ll establish the patterns, standards, and infrastructure that enable teams across the company to build trusted AI agents on governed data. Your work will shape Dave’s AI Agent Factory—the platform that makes AI development repeatable, secure, and scalable. You’ll partner closely with Data Engineering, which owns the trusted data platform, while you design the AI infrastructure that connects large language models to that data through robust governance, semantic consistency, and reusable developer tooling. Reports to: Director, Data Platform & AI Acceleration Define the architecture and technical strategy for Dave’s AI Agent Factory, including reusable frameworks, evaluation patterns, deployment standards, and observability. Design the MCP server architecture and AI-ready data access layer that enables LLMs to securely reason over governed enterprise data. Architect integrations between AI agents and Dave’s semantic layer so business definitions remain consistent across analytics, reporting, and AI experiences. Establish governance-by-design patterns for authentication, authorization, auditability, PII protection, and responsible AI deployment. Design evaluation frameworks that measure agent quality, reliability, and operational performance before production deployment. Partner across Engineering, Data, Security, and Product to establish technical standards that enable AI adoption across the organization. Your work will become the foundation every engineering team builds on as Dave scales AI across the business. By creating trusted infrastructure instead of one-off solutions, you’ll help accelerate development while ensuring AI systems remain reliable, secure, and aligned with our data platform. Bachelor’s degree or higher in Computer Science, Engineering, Mathematics, Information Systems, or a related technical field. 8+ years of experience in software engineering, platform engineering, data engineering, ML infrastructure, or AI engineering. Experience architecting and delivering production-grade AI platforms, LLM-powered applications, or autonomous agent systems. Deep experience designing systems that securely connect LLMs to structured enterprise data through APIs, semantic layers, retrieval systems, or governance frameworks. Experience designing MCP servers, function-calling frameworks, tool-use architectures, or similar AI connectivity patterns. Strong software engineering fundamentals with expertise building scalable, reliable distributed systems. Experience with modern data platforms and infrastructure including Snowflake, dbt, Airflow, Kafka, Python, Kubernetes, and cloud-native technologies. Experience establishing engineering standards for testing, monitoring, CI/CD, observability, and operational excellence. Demonstrated ability to influence technical direction across multiple teams without direct authority. Experience designing AI evaluation frameworks and automated quality measurement. Experience with semantic layer technologies such as dbt Metrics, LookML, or similar platforms. Experience building internal developer platforms adopted across engineering organizations. Experience within fintech, banking, healthcare, or other regulated industries. Experience with data lineage, governance, audit, or compliance automation systems. You enjoy solving platform problems that unlock leverage for the entire engineering organization. You think beyond individual features and design systems that remain scalable, understandable, and adaptable over time. You balance speed with long-term maintainability and make thoughtful architectural decisions that improve both developer experience and business outcomes. You’re comfortable working in areas that are still evolving, helping shape technical direction through collaboration, experimentation, and sound engineering judgment. You build strong partnerships across teams, welcome feedback, and understand that durable platforms are created through shared ownership rather than individual heroics. This role offers significant technical ownership and the opportunity to influence how AI is built across Dave. Priorities will evolve as AI capabilities mature, and you’ll help define the architecture that supports those changes. We value thoughtful decision-making, collaborative problem solving, and building systems that create lasting impact. Build the AI platform that powers the next generation of products and internal capabilities. Shape company-wide technical strategy for AI infrastructure and intelligent systems. Partner with experienced engineers across Data, Platform, Product, and Security. Help deliver AI solutions that improve how Dave serves millions of members. Join a profitable, growing public fintech where your technical decisions have company-wide impact. Ready to build for the underdog? Don’t let imposter syndrome get in the way of an incredible opportunity. We’re looking for people who can help us achieve our mission and vision, not just check off the boxes. If you’re excited about this role, we encourage you to apply. You may just be the right candidate for this or other roles. Why you’ll love working here: At Dave, our people are just as important as our product. Our culture reflects the values that guide who we are, how we work, and what we aspire to be. Daves are member-centric, helpful, transparent, persistent, and better together. We strive to create an environment where all Daves feel valued, heard, and empowered to do their best work. As a virtual-first company, team members can live and work anywhere in the United States, except Hawaii. A few of our benefits & perks: Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals Flexible hours and virtual-first work culture with a home office stipend Premium Medical, Dental, and Vision Insurance plans Generous paid parental and caregiver leave 401(k) savings plan with matching contributions Financial advisor and financial wellness support ️ Flexible PTO and generous company holidays, including Juneteenth and Winter Break All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team Dave Operating LLC is proud to be an Equal Employment Opportunity employer and is dedicated to cultivating a diverse and inclusive workplace. We will consider for employment all qualified applicants and do not discriminate on any basis protected by federal, state, or local law, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance relating to an applicant's criminal history. #LI-REMOTE

Act as a trusted advisor and SME on third party security risk management, helping stakeholders make informed, risk based decisions. The Security Risk Management team is evolving beyond traditional governance, risk, and compliance; we are building an engineering driven program that designs, automates

About Omnidian Omnidian, Inc. is a fast-growing Series C tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. Omnidian is building a more sustainable future for the planet through our passionate teams, our innovative technology, and by creating an amazing customer experience. We are a certified B Corp, headquartered in Seattle, WA The Job As a Principal Engineer, you will serve as a key technical advisor and architect for our engineering organization. Reporting to the Senior Director of Engineering, your mission is to be a force multiplier, optimizing the way we develop software while ensuring our platform architecture scales to meet our vision. You will spend your time navigating ambiguous challenges, becoming deeply familiar with our AWS/Kotlin/React ecosystem, and partnering with teams to overcome their toughest challenges during our high growth phase. • You are an Influencer: You proactively research emerging technologies and drive technical direction by crafting compelling RFCs; building consensus across teams rather than using top-down authority., • You are a Technical Diplomat: You act as a consultant to individuals and teams, helping them navigate complex technical decisions and moderating high-stakes discussions., • You are a Builder: You aren't looking for a pre-written manual. You enjoy starting with a blank slate and creating a culture of quality., • You Value Impact Over Activity: You want to deliver architectural solutions that result in faster, safer deployments and a better experience for our end users., • You are an AI Native: You don't just use AI; you understand how it transforms the SDLC. You are passionate about helping others adopt AI-assisted workflows to move faster with confidence., • Proven ability to lead through influence: Extensive prior experience as a Lead or Principal Engineer with a track record of driving significant, company-wide technical initiatives., • Technical Breadth: Strong proficiency in our core stack: Kotlin (JVM), React (TypeScript), AWS, Kubernetes (EKS), and various relational and NoSQL databases., • Scaling: Proven experience with large, globally scaled distributed systems., • AI First: Professional experience integrating AI/LLMs into internal developer workflows as well as user-facing product features., • 10+ years of experience in software engineering with a focus on platform architecture and developer experience., • Education: Bachelor’s or Master’s degree in Computer Science, Computer Engineering, or equivalent professional experience., • Global Collaboration: Experience working with international teams and leading complex technical projects in partnership with third-party agencies., • Security & Compliance: Familiarity with SOC2 requirements and integrating security-minded checks into the testing lifecycle., • Domain Knowledge: Experience working in either (or both) the solar industry and building software for an O&M (Operations & Maintenance) company., • Most of our roles offer the opportunity to work remotely, • If you are in the Seattle area, we offer a vibrant office space in the historic and beautiful Smith Tower, in the heart of Pioneer Square, • We prioritize applicants near one of our employee clusters and offer one or more local gatherings per year, • We provide outstanding benefits including family medical, dental, vision, disability, 401(k) administration and $1k match per year and thoughtful paid time off, • We offer 12 weeks of paid parental leave to all FTE employees (birthing and non-birthing) after 1 year, and four-week paid sabbatical leave after four years, • We offer a competitive total compensation package that includes monthly health insurance premiums, bonuses and long-term stock options for every employee, • We love to lift each other up through company-wide slack channels such as #puppiesandpets, #omnidian-wellness, #praiseandbooms and #sustainablefuture, • We have affinity groups to help employees feel seen and supported, such as Rainbow Array, BIPOC, Thriving Survivors, Vets at Omnidian, Black Lights Matter and Neurospicy R Us, • We are a passionate, mission driven team that believes in collaboration, mutual respect and trust. For examples, come _!, • We mentor and invest in our employees and prioritize them for future opportunities. Check out our _ to see a few career journey examples, • Internal candidates: Check out our advice on _, • We’re a fast-growing growth company, which means we’re constantly reinventing processes, adding new products, and asking people to use all of their skills and talents. That means there’s going to be a lot of opportunities for you to grow, which also means you will likely be stretched in ways you’ve never experienced in a job before. If you are resilient, determined, and not afraid of a big challenge, come apply. $176,000 - $220,000 a yearOur Philosophy on Pay: The range listed above reflects the starting base salary for most new hires in this role. However, your financial growth doesn't stop at the offer letter. We invest deeply in our people and reward results; annual merit increases can bring your total compensation above this initial range. Our goal is for you to continue growing within the pay band as you sharpen your skills and drive meaningful outcomes. • Committed to Parity: We eliminate the "negotiation tax" by placing candidates within the band based on verified professional experience and skill set, not bartering ability, and by giving our best offer up front. This is a core part of our mission to ensure gender pay equity and fairness across the board., • Comprehensive Health Coverage: Your well-being is our priority. We cover 100% of health insurance monthly premiums for employees and 50% for your dependents. Performance Bonus: Exceptional work deserves exceptional rewards. You’ll be eligible for bonuses that reflect your contributions to our collective success. • Equity Stake: We offer stock options so you can share in the long-term value you help create as we shape the future together., • Continuous Growth: We are a learning organization. To support your evolution, we provide up to $500 in annual learning reimbursement for courses, certifications, or conferences. #LI-REMOTE Privacy California-based candidates: To understand more about the data we collect and process as part of your application, please view our California Job Candidate Privacy Policy. _ Diversity and Inclusion We strongly believe that diversity of experience, perspectives, and background will lead to a better environment for our employees and a better product for our customers. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. We value diversity and inclusion and are committed to ensuring our hiring and retention practices, as well as our office culture, reflects this value. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Omnidian is an equal opportunity employer. We are committed to diversity in the workplace. We make employment decisions on the basis of merit and business need. We hire without consideration to age, ancestry, citizenship, disability, gender expression, gender identity, marital status, national origin, political activity or affiliation, race, religion, sexual orientation, veteran status, or any other basis protected by law. We invite you to be part of our mission to create a workplace that is inclusive and welcoming to all.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Senior Compensation Analyst to join our amazing culture. Compensation Strategy & Analysis • Design, analyze, and maintain global compensation frameworks to ensure both external competitiveness and internal equity., • Benchmark roles globally using reputable market data and survey sources; make informed recommendations aligned with compensation philosophy., • Lead the maintenance and refinement of global salary structures, pay bands, and compensation guidelines across multiple regions., • Evaluate the effectiveness of compensation programs—including base pay, short- and long-term incentives and propose enhancements that align with evolving business needs. Global Market & Regulatory Compliance • Maintain up to date knowledge of international labor laws, tax implications, and regulatory requirements to ensure all compensation programs remain compliant., • Proactively monitor and interpret market trends and legal changes across regions, integrating this knowledge into compensation design and decision-making., • Partner with Legal, Finance, and HR to assess and mitigate risks related to compensation practices and employee mobility. Stakeholder Engagement & Business Partnering • Serve as a trusted advisor to HR Business Partners, recruiters, and senior leadership globally on compensation matters such as offers, promotions, retention strategies, and workforce planning., • Provide strategic counsel on international assignments and global mobility packages, ensuring alignment with internal policy and market practices., • Deliver training and enablement sessions for international HR teams to enhance understanding and adoption of compensation tools and methodologies. Data Analytics, Reporting & Governance • Own the execution of complex compensation analytics using advanced Excel modeling, AI and data visualization techniques., • Perform detailed analysis to support annual compensation cycles, including merit, bonus, and equity administration., • Monitor and report on critical metrics such as pay equity, gender pay gap, and global compensation trends, driving data-informed recommendations., • Maintain rigorous data governance standards to ensure accuracy and integrity across all compensation datasets. Systems, Tools & Strategic Projects • Support global compensation technology initiatives including system implementations, process automation, and tool enhancements., • Drive continuous improvement in compensation processes with a strong focus on efficiency, scalability, and user experience., • Serve as a key contributor or compensation lead on enterprise-wide HR and Compensation initiatives (e.g., mergers & acquisitions, global leveling frameworks, market survey participation). Ideal Candidate Profile • This role requires a mature, self-directed professional with exceptional analytical acumen, particularly in Excel (advanced formulas, pivot tables, Power Query, and VBA/macros are highly desirable)., • Success in this role depends on strong business judgment, proactive stakeholder engagement, and the ability to operate independently in a global, fast-paced environment. Compensation Range: $130,000 - $150,000 base salary Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant. This posting is expected to remain open until 06/12/2026 #LI-Remote

About Kustomer Kustomer is the industry leading conversational CRM platform perfecting every customer experience. Built with intelligent tools such as AI and Automation, no code-configuration and a connected data platform that unifies data from multiple sources through a single timeline, Kustomer empowers businesses to operate with greater efficiency and deliver more personalized service to customers across any channel, making every interaction more meaningful and memorable. Today, Kustomer is the core platform for some of the leading customer service brands like Sweetgreen, Starz, Vuori, Resy and Cotopaxi. Kustomer was founded in 2015 by serial entrepreneurs Brad Birnbaum and Jeremy Suriel and has raised over $230M in funding backed by leading VCs. Meta announced its intention to acquire Kustomer in 2020 and completed the transaction in 2022. Kustomer joined Meta’s Business Messaging Group to transform the way people and businesses communicate through modern messaging channels. In 2023, Kustomer spun out from Meta as a standalone company backed by original partners, Battery, Redpoint and Boldstart Ventures, who have invested $60M. In 2025, Kustomer announced a $30M Series B led by Norwest, with continued support from Battery, Redpoint, and boldstart. This milestone reflects strong conviction in our vision and fuels our next chapter of growth: expanding our AI-native platform, accelerating product innovation, and scaling our exceptional team. Our Krew is made up of passionate and collaborative people who really care about what they do and the people they help. We look for people who are passionate about enhancing the customer service experience for everyone involved, as it's the core of what we do. We're growing our business with no plans of slowing down. We actively seek individuals who want to learn and be challenged every day. We have also transitioned to a remote friendly company, with Krew members located throughout the U.S. and U.K. coming together for Kamp Kustomer each year. Kustomer is looking for an Infrastructure Engineer to own cost optimization across our cloud and AI infrastructure. This role is mostly focused on driving down our AWS/infra and AI token spend, while keeping an eye on the AI tooling ecosystem that powers our platform. You'll sit on our Foundation team, partnering closely with engineering leadership to find, prioritize, and execute cost-saving initiatives without sacrificing performance or reliability. If you love digging into a cost and usage report, right-sizing EC2 fleets, negotiating reserved capacity, or figuring out why an LLM call is burning 3x the tokens it needs to; this role is built for you. This is a chance to own cost optimization as a function end to end; you'll set the strategy, build the tooling, and see it through from idea to impact. Infrastructure & Cloud Cost Optimization Own AWS cost optimization end-to-end: EC2 right-sizing, Reserved Instances/Savings Plans, spot usage, storage tiering, and unused resource cleanup Build dashboards and reporting to track infra spend by team/service, and flag anomalies before they become expensive Partner with engineering teams to identify and eliminate waste, think idle resources, over-provisioned instances, redundant environments Drive architectural decisions that balance cost, performance, and reliability Use Terraform to codify and enforce cost-conscious infrastructure standards AI Token Spend Optimization Analyze and reduce AI/LLM token spend across our AI-native platform, model right-sizing, prompt efficiency, caching, and routing strategies Work with our Foundations team on developer tooling to build guardrails and observability around token usage Evaluate deterministic vs. generative tool selection tradeoffs from a cost lens, and recommend where cheaper approaches can do the same job Support Kustomer's AI capabilities (Architect, Concierge, Envoy) by keeping them performant and cost-efficient Cross-Team Collaboration Report on cost trends and savings opportunities directly to engineering leadership Proactively identify systemic inefficiencies and build the tooling to keep them from creeping back Collaborate with FinOps/finance stakeholders to forecast and track spend against budget, while driving alignment across engineering teams that balances developer input without sacrificing speed and momentum AWS Cloud (EC2, and the broader AWS cost/billing tooling), Terraform MongoDB, Redis, Elasticsearch, Clickhouse Kafka, Kinesis Go, Python, JavaScript (React/Node.js) Bachelor's degree in Computer Science, Computer Engineering, a relevant technical field, or equivalent practical experience 4+ years of experience with AWS infrastructure at scale, with a strong track record of driving down cloud costs Hands-on experience with AWS cost tools (Cost Explorer, Cost and Usage Reports, Trusted Advisor, etc.) and EC2 right-sizing/reservation strategies Proficiency with Terraform or other Infrastructure as Code tools, and a high-level programming language such as Go, Python, or JavaScript Familiarity with LLM/AI infrastructure cost drivers (token usage, model pricing, caching strategies) is a strong plus You think in dollars saved, not just tickets closed Curious what AI-native CX looks like in practice? Check out Kustomer's Co-founder ant CTO Jeremy Suriel's recent conversation on _ for a look at how we build AI into our platform. HIPAA Compliance All roles at Kustomer may involve handling sensitive personal data. Benefits Kustomer offers an array of benefits including competitive salaries and stock options. In the U.S. we offer 100% healthcare coverage, 401K, WiFi and Mobile reimbursement, and a generous vacation policy; in the UK we also offer pension, supplemental health insurance and other perks. Diversity & Inclusion at Kustomer Kustomer is committed to bringing together individuals from different backgrounds and perspectives. We strive to create an inclusive environment where everyone can thrive, feel a sense of belonging, and do great work together.We are proud to be an equal opportunity employer open to all qualified applicants regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, Veteran status, or any other legally protected status. _ As a job applicant, you have the right to know and understand the categories of personal information we collect about you, and the purposes for which we use such personal information. Disclaimer: Kustomer only contacts candidates from company email addresses ending in kustomer.com and does not seek funds from candidates in any circumstances.

POSITION SUMMARY: The Senior Manager, Compensation serves as the organization's lead compensation strategist and is responsible for designing, implementing, and evolving U.S. compensation programs that support Milliman's business strategy and employee experience. This role will lead the transformation of Milliman's compensation programs from a historically decentralized model to a more consistent enterprise approach while balancing the flexibility needed to support our diverse practices. Reporting to the Director of HR Operations, this role partners closely with HR Business Partners, Finance, Payroll, HRIS, business leaders, and executive leadership to develop innovative compensation solutions that attract, retain, and reward top talent. This role manages a team of compensation professionals and is responsible for developing talent, establishing priorities, and fostering a collaborative, high-performing team focused on delivering exceptional service and strategic compensation solutions. RESPONSIBILITIES: • Serve as a trusted advisor to senior leadership by providing strategic compensation guidance on organizational design, executive compensation recommendations, retention strategies, market competitiveness, and complex employee situations., • Establish governance processes and decision frameworks that promote consistency while allowing flexibility where business needs require., • Develop executive presentations, manager toolkits, employee communications, and educational materials that translate complex compensation data into clear, actionable recommendations., • Lead the design, implementation, and evolution of Milliman's compensation philosophy, governance framework, job architecture, salary structures, and salary ranges, supporting the organization's transition to a more standardized enterprise compensation model., • Lead the design, development, implementation, and administration of merit increase, incentive compensation, and other variable pay programs., • Lead compensation analysis including job evaluations, market pricing, internal equity reviews, cost projections, compensation modeling, and program implementation., • Provide compensation consultation and guidance to HR Business Partners and business leaders regarding market competitiveness, total rewards, legislative changes, and compensation best practices., • Partner closely with business leaders and HR Business Partners to develop compensation strategies and provide data-driven recommendations that support business objectives., • Partner with HRIS and Payroll to design, test, and optimize compensation processes and technology supporting annual compensation cycles and ongoing administration., • Monitor compensation trends, legislative developments, and regulatory changes, recommending enhancements to compensation programs and policies as appropriate., • Lead external benchmarking, compensation surveys, market research, and financial modeling to evaluate market competitiveness and recommend strategic program enhancements., • Lead, coach, and develop a high-performing team of compensation professionals through performance management, coaching, and career development., • Establish priorities, assign work, and provide technical oversight to ensure high-quality execution of compensation programs and strategic initiatives., • Foster a collaborative, customer-focused culture while building strong partnerships across Human Resources and the business. SKILLS & QUALIFICATIONS REQUIRED: • Bachelor’s degree in Business, Finance, Human Resources or related field preferred, • The ideal candidate must have 10+ years of Compensation experience, professional services industry preferred, • The ideal candidate must have previous experience leading enterprise compensation projects from strategy through implementation, • The ideal candidate must have subject matter expertise in compensation strategy, market pricing, benchmarking, job architecture, salary administration, variable pay programs, pay equity, cost modeling, and compensation analytics., • The ideal candidate must have demonstrated business acumen with the ability to understand business strategy and translate organizational objectives into effective compensation solutions., • The ideal candidate must have demonstrated success leading, coaching, and developing high-performing compensation teams., • The ideal candidate must have advanced proficiency in Microsoft Excel; experience with HRIS compensation modules and data visualization tools (e.g., Power BI) preferred., • Must have the ability to balance strategic leadership with hands-on execution., • Must have the ability to influence stakeholders and drive decisions without direct authority., • Must have the knowledge of emerging compensation trends, regulatory requirements, and market practices., • Must have the ability to lead through ambiguity and adapt to changing business priorities., • Must have the ability to assess business processes and implement scalable, continuous improvement solutions., • Must have the ability to lead cross-functional initiatives and build strong partnerships with business leaders and key stakeholders., • Must have strong executive presence with the ability to analyze complex data and effectively communicate recommendations to senior leadership., • Must have exceptional project management skills with the ability to lead multiple enterprise initiatives simultaneously. LOCATION: • This is a remote role. The expected application deadline for this job is August 10th, 2026 COMPENSATION: The overall range for this role is $131,600 - $249,780. For candidates residing in: • Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the range is $151,340 - $249,780., • All other locations the range is $131,600 - $217,200. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc. BENEFITS: We offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include: • Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners., • Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges., • 401(k) Plan – Includes a company matching program and profit-sharing contributions., • Discretionary Bonus Program – Recognizing employee contributions., • Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses., • Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis., • Holidays – A minimum of 10 paid holidays per year., • Family Building Benefits – Includes adoption and fertility assistance., • Paid Parental Leave – 11 weeks of paid leave for employees who meet eligibility criteria., • Life Insurance & AD&D – 100% of premiums covered by Milliman., • Short-Term and Long-Term Disability – Fully paid by Milliman. ABOUT MILLIMAN: Independent for over 77 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation. Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance. EQUAL OPPORTUNITY: All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. #LI-REMOTE

Job Title: Senior Tax Accountant Location: 401 Ryland Street Reno, NV 89502 Compensation: $86,280 - $131,713 per year, depending on experience Job Type: Full-time Tax Accountant – 5-7 years About Us: At Keystone CPAs we pride ourselves at delivering integrated services solutions that make a difference to our growing client base. In less than 4 years, we are on track to be a top 400 firm. Our integrated services, including accounting, tax, wealth advisory, and business brokerage create value for our clients and our team. Our focus is on delivering exceptional accounting and advisory solutions to create wealth while fostering strong, long-term relationships. If you’re looking for an opportunity to make an impact and grow alongside a dynamic team that is recognized as the best in the business, this is the place for you. About the Role: As a Senior Tax Accountant at Keystone CPA, you’ll be integral to delivering tax preparation and strategic planning services to a diverse client base, including small and medium-sized businesses. In this role, you’ll ensure compliance with federal, state, and local tax regulations while identifying opportunities to optimize financial outcomes. This position offers a valuable opportunity to advance your career in a collaborative, supportive environment. As you grow, you’ll build your expertise to handle complex M&A work, positioning you as a trusted advisor who drives meaningful tax savings for our clients. Key Responsibilities: • Tax Preparation: Assist in preparing and reviewing federal, state, and local tax returns for growing small and medium sized businesses and their owners., • Tax Planning: Support the development of tax strategies that maximize deductions and credits, optimizing clients’ financial situations. You will obtain a world class mastery of sophisticated tax strategies., • Client Consultation: Engage with clients to understand their financial goals and tax strategies, providing personalized tax advice., • Compliance: Ensure accurate and timely filing of tax returns while adhering to all relevant regulations and guidelines., • Research: Stay current on changing tax laws and conduct research to provide clients with informed recommendations., • Team Collaboration: Work closely with the Keystone CPA team to deliver high-quality service and contribute to the firm’s growth. Qualifications: • Bachelor's degree in accounting, Finance, or a related field (required), • Master's Degree in Accounting or Taxation preferred, but not required., • Experience within a public accounting firm (required), • Experience within a large public accounting firm and/or advanced coursework in Tax Accounting, highly preferred., • Experience with tax forms such as 1040, 1120, 1120S, and 1065., • Proficiency with tax software (CCH Axcess or similar) is preferred, • Strong attention to detail and analytical skills, • Excellent communication and interpersonal skills, • Eagerness to learn, grow, and take on new challenges, • Ability to work independently and collaboratively within a team Remote Work Requirements: At Keystone CPA, we are a remote-first firm and provide a company-issued laptop with all necessary software pre-installed for your work. However, candidates are expected to provide the following: • 100Mb/s minimum high-speed internet for reliable connectivity, • Dedicated workspace for confidential conversations, • Two additional work monitors for increased productivity, • Keyboard and mouse, and an optional standing workstation, if desired., • Ability to be on camera for client and internal meetings, • A professional virtual background to maintain a polished appearance during video calls These tools will help ensure you can collaborate effectively and deliver excellent service to our clients from your remote workspace. This time is for us to reconnect and review the firm's financial progress, including the transition to NetSuite, as well as any updates on market insights and recruiting efforts for the Controller role. Benefits: • Competitive salary range: $62,280 - $118,300+ annually, depending on experience., • 401(k) with company matching, • Health, dental, vision, and life insurance, • Paid time off, • Remote work flexibility, • Professional development and growth opportunities If you’re eager to contribute to a growing firm and make a meaningful impact in your career, apply to join the Keystone CPA team today!

Own senior‑level customer relationships and serve as a trusted advisor on user trust, safety, risk, and compliance strategy for gig economy platforms. Background in gig economy, marketplace, or high-volume operational environments preferred. We are hiring a senior customer‑facing strategist and

Get to Know Us Horizon3.ai is a fast-growing, remote cybersecurity company dedicated to the mission of enabling organizations to proactively find and fix and verify exploitable attack vectors before criminals exploit them. Our flagship product, the NodeZeroTM platform, delivers production-safe autonomous pentests and other key assessment operations that scale across the largest internal, external, cloud, and hybrid cloud environments. NodeZero has been adopted by organizations of all sizes, from small educational institutions to government agencies and Global 100 enterprises. It is used by ITOps/SecOps teams, consulting pentesters, and MSSPs and MSPs. We are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners. We're committed to helping solve our common security problems: ineffective security tools, false positives resulting in alert fatigue, blind spots, "checkbox” security culture, cybersecurity skills shortage, and the long lead time and expense of hiring outside consultants. Collectively, we are a team of learn it alls, committed to a culture of respect, collaboration, ownership, and results. Summary: As a Cleared Federal Customer Success Manager, you'll play a foundational role in growing and shaping our post-sales experience. You will serve as the strategic advisor to a book of high-value agencies and organizations across various government verticals —working directly with technical operators and business leaders to drive adoption, value realization, retention, and expansion. This role requires a strong background in cybersecurity and someone who is consultative and eager to build relationships both internally and across customer segments. You’ll partner closely with Sales, Product, Engineering, and Support, while helping shape the long-term vision for Customer Success in a dynamic and fast-growing market. Responsibilities: Own and manage a portfolio of federal civilian, Department of War, and Defense Industrial Base (DIB) customers requiring compliance with various frameworks including CMMC and FedRAMP, providing expert guidance on leveraging NodeZero for achieving and maintaining compliance Navigate the complexities of working with government agencies, understanding their specific requirements and processes, and ensuring successful adoption and value realization of NodeZero within their unique environment Provide guidance on integrating NodeZero into unclassified and classified environments, adhering to relevant security protocols and procedures Conduct regular check-ins and business reviews, tailored to the unique needs and requirements of federal customers, focusing on compliance, security posture, and alignment with federal mandates. Partner closely with IT and Security teams (SOC, red/blue teams, AppSec, etc.) to help interpret pentest results, prioritize remediation, and guide long-term offensive security strategy Proactively identify customer needs and potential challenges, suggesting solutions that improve their experience and enhance their cybersecurity posture Collaborate closely with Federal sales and renewals teams to drive retention and growth by identifying expansion opportunities, aligning on account strategy, and ensuring a seamless renewal process Act as a customer advocate, relaying customer feedback and technical issues to our internal teams to help drive the evolution of our product and services Conduct purposeful check-ins and regular business reviews to drive strategy, secure executive buy-in, and showcase business outcomes, rapidly leading to each customers “Aha” moment Contribute to documentation, training materials, repeatable playbooks, and SOPs to scale technical success Maintain detailed records of customer health and touchpoints using internal CS platforms, to rapidly identify, promote, and execute next best courses of action Qualifications: U.S. citizenship is a prerequisite Active/recent Top Secret or Secret clearance is required 4+ years in Customer Success, Technical Account Management, Client Services, within a SaaS cybersecurity environment or a combination of 4+ years in a customer facing or cybersecurity technical operator role, preferably in support of federally focused engagements In-depth experience of cybersecurity practices and principles; possession of relevant cybersecurity or offensive certifications (e.g., OSCP, CEH, GPEN, CISSP, CCNA, SANS) is preferred Deep understanding of enterprise security, information technology, cloud, or offensive security Strong customer acumen and emotional intelligence, able to align solutions to business priorities and communicate clearly and confidently to both technical and executive stakeholders Experience managing a book of business, hyper focused on exceeding revenue targets (ARR, NRR, GRR) Startup or high-growth company experience is preferred; you must thrive in fast-paced, ambiguous environments Comfortable with CRM and sales tools like Salesforce, Gainsight, Zendesk and JIRA; must be detail-oriented and organized 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. Duties, responsibilities, and activities may change at any time with or without notice. Travel: This is a remote position, but successful execution of the job may require up to 20% of travel. The ideal candidate is located in the DC, Maryland, or Northern Virginia area and available for ad-hoc or semi-permanent travel to customer sites or local H3 office locations. Perks of Horizon3.ai Inclusive Team: We value diversity and promote an inclusive culture where everyone can thrive. Growth Opportunities: Be part of a dynamic and growing team with numerous career development opportunities. Innovative Culture: Work in a collaborative environment that encourages creativity and out-of-the-box thinking. Hybrid & Remote Work: We embrace a mix of remote and hybrid work models depending on role and location, including our Chicago office, where some roles require regular in-office presence. Competitive Compensation: We offer competitive salary, equity and benefits. Our benefits include health, vision & dental insurance for you and your family, a flexible vacation policy, and generous parental leave. Compensation and Values At Horizon3, we believe that our people are our greatest asset, and our compensation philosophy reflects this core value. We are committed to fostering an environment where all employees feel valued, respected, and rewarded for their contributions. Our compensation structure is designed to be fair, competitive, and transparent, ensuring that every team member is recognized and compensated equitably across roles, levels, and locations. In accordance with various State’s transparency regulations, we provide the following salary range information for this position: On-Target Compensation: $120,000 - $165,000 OTE annually (80/20 split). The exact salary will be determined based on the selected candidate’s location, qualifications, experience, and relevant skills. Additional compensation: All full-time roles are eligible for an equity package in the form of stock options. You Belong Here Horizon3 is not just an equal opportunity employer - we are a community that values diversity, equity, and inclusion as fundamental principles of our culture and success. We are dedicated to fostering a workplace where everyone feels welcome and respected, regardless of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, hair length or any other legally protected status by law. Our commitment to diversity and inclusion means we strive to attract, develop, and retain a workforce that reflects the varied communities we serve. We believe that diverse perspectives drive innovation and strengthen our ability to create cutting-edge cybersecurity solutions. At Horizon3, every team member is valued and supported in an environment that encourages personal and professional growth. We welcome candidates from all backgrounds and experiences, and we encourage all qualified individuals to apply. Come be a part of Horizon3, where your unique contributions are recognized, and your potential is limitless. 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. Duties, responsibilities, and activities may change at any time with or without notice. Application Note In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Full-time Description POSITION SUMMARY: This is a remote position requiring support of our California restaurant operators. While this position is remote, the individual should be well versed with CA employment law or be able to quickly learn. The HR Operations Manager is responsible for aligning business objectives with HR support and formulating partnerships with Operations, Finance, IT, and Marketing to ensure the delivery of value-added service to Hourly and Management Team Members. The Manager maintains an effective level of business literacy and will perform mid to advanced level human resources work, carrying out responsibilities in functional areas such as: employee hiring, employee relations, training, safety, staffing, compliance, payroll, diversity and inclusion, and personnel research. This position can expect to support company initiatives nationwide and actively work across organizational boundaries to drive the overall success of Curry Up Now. Success in this role will require the ability to earn “trusted advisor” status with internal managers, influence cross-functional partnerships, and execute the HR strategies that foster organizational and people effectiveness. This is a one person department at this time. Individual must speak Spanish. Individual must have the ability to travel to the Bay Area 6x a year for as much as 1-2 weeks at a time. RESPONSIBILITES: • Understand CurryUpNow's business strategy and business goals, identifies opportunity areas, and recommend new approaches, policies, and procedures to effect continual improvements in business objectives, productivity and development of HR within the company, • Uses and interprets HR and business metrics to identify trends, problem solve, and influence change, • Serves as a trusted coach in efforts related to change management, team effectiveness, and leadership development, • Handles day-to-day human resources operations with oversight for employee relations issues, unemployment, worker’s compensation, and adherence to established policies and procedures, • Partners with restaurant management and the Executive Team on all human resources issues including company policy adherence and communications, • Responds to employee relations issues/concerns; conducts investigations, makes recommendations for corrective action, and administers proper documentation, • Advises management on coaching conversations, performance improvement plans, disciplinary action and/or termination process for both hourly and management staff, • Researches local, state, and federal laws to ensure compliance, provides recommendations for any changes to company policies or procedures, • Manages the workers compensation process by responding to inquiries, providing documentation, completing wage statements, and administering the return-to-work process, • Facilitates the interactive process with team members to ensure compliance for accommodation requests, • Recruits store level and management individuals, • Payroll with Paylocity, • Collects, analyzes, and distributes human resources data and reports including ad-hoc, turnover and vacancy, field bonus, and management reports, • Conducts and documents exit interviews for restaurant management separations, looks for trends in exit interview data, • Completes payroll and HRIS data entry duties (i.e., uploading documents, approving transfers/promotions, etc.) in a timely manner, • Conducts in person and remote training sessions on various topics such as diversity and inclusion and harassment prevention, • Additional duties as assigned Requirements EDUCATION AND WORK EXPERIENCE: • Minimum of 5 years of experience resolving complex employee relations issues required, • Minimum of 2 years of strategic partnership experience required, • Minimum of 2 years of recruiting experience required, • Bachelor’s degree, • PHR, SPHR, SHRM-CP, SHRM-SCP or a Master’s degree in a related field of study required, • Working knowledge of multiple human resource disciplines, including compensation practices, organizational diagnosis, diversity, performance management, staffing, and federal and state respective employment laws, • Proficiency with HRIS system required, • Experience supporting a multi-unit operation in a remote capacity required, multi-state preferred, • Strong knowledge and previous experience with CA employment law and employee relations required, • Must be able to work CA hours 9a-6p PT

Employee Relations & Risk Management:. Lead complex employee relations matters, ensuring balanced solutions that support business continuity and legal compliance. Serve as a trusted advisor to our Texas Market, in support of respective department leadership and our field employees in providing strat