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Job Description Crusoe is on a mission to accelerate the abundance of energy and intelligence. As the only vertically integrated AI infrastructure company built from the ground up, we own and operate each layer of the stack — from electrons to tokens — to power the world's most ambitious AI workloads. When you join Crusoe, you join a team that is building the future, faster. We're in the midst of the greatest industrial revolution of our time. The demand for AI compute is boundless, and power is a bottleneck. We're solving that — with an energy-first approach that makes AI infrastructure better for the world and faster for the people innovating with AI. We're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved — people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services. If you want to do the most meaningful work of your career, help our customers and partners advance their AI strategies, and be part of a high-performing team that believes in each other, come build with us at Crusoe. About the Role: Join Crusoe’s Cloud Finance team, playing a key role in driving Financial Planning & Analysis in support of our dynamic and growing Cloud business. You will serve as the embedded finance partner to the GTM / Sales organization, owning the revenue forecast, long-range revenue planning, and financial analysis that directly influences how the Cloud business scales. Your work will shape strategic financial decisions, drive operational efficiency, and provide the revenue-side financial foundation for the broader Cloud Finance team. We’re seeking a results-driven professional with 5+ years of experience who is inspired to play a hands-on role in defining strategic financial targets and driving implementation amidst rapid growth. What You'll Be Working On: * Monthly Revenue Forecasting: Own the monthly revenue forecast across all cloud products and customer segments. Incorporate pipeline data, consumption trends, contract renewals, and new bookings to produce an accurate and defensible forward view that the business plans around. * Long-Range Revenue Planning: Own the long-range revenue forecast that feeds into the company’s consolidated LRP. Model revenue contributions from the existing deployed fleet — factoring in utilization trends, contract expirations, renewal assumptions, pricing escalators, and churn. Develop the long-range Managed AI revenue forecast in partnership with the GTM and Managed AI Product teams. * GTM Compensation Analysis: Partner closely with Sales leadership and RevOps to analyze and model sales compensation structures — including quota setting, commission rates, accelerators, SPIFs, and attainment scenarios. Support comp plan design to ensure plans are financially sustainable, drive the right selling behaviors, and align with company growth objectives. * GTM Finance Partnership: Serve as the embedded finance partner to the GTM / Sales organization. Provide deal economics, pipeline analysis, territory modeling, and financial insight to support GTM decision-making. Model the economics of partnership and channel arrangements — evaluating revenue share structures, margin impact, and strategic value. * Cloud Deal Analysis: Support financial analysis for customer deal structuring. Evaluate pricing, contract terms, and margin impact on proposed deals to ensure deals meet margin thresholds and align with pricing strategy. * Executive Reports & Capital Raise Support: Support the broader Finance team in delivering monthly executive team reports, board materials, and investor updates. Assist in the creation of models, presentations, and diligence materials for debt and equity fundraising events. * Ad-Hoc Analysis: Conduct special projects and perform ad-hoc financial analyses as needed. Serve as a point of contact internally and externally for finance inquiries related to revenue and GTM performance. What You'll Bring to the Team: * 5+ years of experience in investment banking, venture capital, financial planning & analysis, or corporate finance * Excellent skills in financial modeling and forecasting, particularly revenue and consumption-based models * Strong understanding of SaaS / IaaS / Cloud business models, revenue recognition, and GTM metrics (ARR, net retention, bookings, consumption growth) * Experience partnering with Sales or GTM organizations as a finance business partner * Strong interpersonal, written, and oral communication skills * Team player who can work well independently and with limited direction * Working knowledge of accounting principles and financial statements * Detail-orientation with a focus on accuracy and precision Bonus Points * MBA or technical degree (e.g., engineering, math, economics) * Experience in businesses related to artificial intelligence, cloud infrastructure, enterprise software, and/or AI chip development * Experience with sales compensation modeling and plan design * Familiarity with GPU cloud or managed infrastructure business models Benefits: * Industry competitive pay * Restricted Stock Units in a fast growing, well-funded technology company * Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents * Employer contributions to HSA accounts * Paid Parental Leave * Paid life insurance, short-term and long-term disability * Teladoc * 401(k) with a 100% match up to 4% of salary * Generous paid time off and holiday schedule * Cell phone reimbursement * Tuition reimbursement * Subscription to the Calm app * MetLife Legal * Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $150,975 - $183,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Job Description Job Overview We are seeking a dynamic and highly skilled General Counsel specializing in Commercial Real Estate to provide expert guidance on all legal matters related to property transactions, leasing, development, and regulatory/loan compliance. This pivotal role offers an exciting opportunity to shape our real estate strategy, mitigate risks, and ensure adherence to legal standards across diverse projects. The ideal candidate will possess a proactive mindset, exceptional negotiation skills, and a comprehensive understanding of the legal landscape surrounding commercial property operations. Summary of Duties • Legal advisor on business matters and real estate transactions., • Review, draft and negotiate agreements., • Review lease agreements, • Advise on property management issues., • Advise business development, finance and other department staff on legal issues, risks, complex deal structures, approval processes, company policies, property rights and negotiation strategies., • Manage lender compliance reporting, • Negotiate, review and manage lender loans, abstracts and debt structure, • Assist with HR matters, • Structure and create legal entities., • Assist with monitoring and maintaining corporate governance practices., • Negotiate deal terms with company personnel and outside advisors, as needed., • Review vendor contracts as needed, • Determine appropriate legal and business language and draft legal documents that accurately capture the terms of transaction and minimize legal risk., • Review and analyze documents to determine and assist in fulfillment of contractual obligations., • Ensure that contract provisions can be implemented and are capable of being administered after execution, • Participate in consideration, formulation, and execution of business objectives, strategies, and policies of the company., • Provide legal guidance to meet business needs., • Overall supervision of litigation matters including analysis of threats and merits of disputes, appropriate defense strategies, and strategic measures negotiation and approval of settlements., • Juris Doctor (J.D.) Degree: Must be from an American Bar Association (ABA) accredited law school., • State Bar Admission: An active, "in good standing" license to practice law in California. 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. • Movement within office complex environment, • Ability to write by hand and use keyboard extensively to perform general office functions, • Ability to communicate by speech and hearing continuously, • Visual acuity needed for close detail work and computer use, • Ability to sit for extended periods of time, • Ability to occasionally walk, stand, stoop, kneel, crouch, and reach with hands and arms The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job, the employee is regularly exposed to a general office environment. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. As part of our hiring process, we conduct background checks on candidates who receive a conditional offer of employment. You will be provided with a disclosure and authorization form prior to any screening.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Sr. Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of the market, c) reaching market annual growth and retention goals, d) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, e) perform Client Service Specialist responsibilities. Responsibilities: People Management • Hire, train, and supervise all Client Service Specialists, Client Service Coordinators, and Interns within their market, • Maximize talent via employee development and coaching, • Facilitate a strong team culture and the sharing of best practices across their market, • Ensure exceptional client experience in their market, • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow, • Act as a market contact for any operational issues or challenges, • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers, • Participate as a member of the Market Management Team to contribute to local strategy implementation, • Directly impact growth and client retention and monitor progress toward growth and retention goals, • Coordinate team meetings and events, • Identify ideas, scalable solutions, and process improvements, and work with the Division Directors and the Head of Client Service to update processes across the firm, • Work with Client Service Management Team on design of new projects and initiatives, and help deploy these in local markets, • Support Learning and Development on Client Service Specialist trainings Requirements: Education: • Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: • Minimum 4 years of financial industry related experience, • Minimum 2 years of prior day-to-day people and talent management experience, • Minimum 2 years of client-facing experience, • Experience with interacting with individuals at all income levels in a professional and confidential manner Certifications: • Notary designation a plus Job Skills: • Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion, • Excellent verbal, written, analytical and organization skills, • Technical and analytical training and ability to multi-task and manage multiple projects at once, • Proficiency with financial planning software, Salesforce and MS Office Suite Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $119,000—$130,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionAbout Us:Live experiences help people cross today's digital divide and focus on what truly connects us – the here, the now, this once-in-a-lifetime moment that's bringing us together. To fulfill Gametime's mission of uniting the world through shared experiences, we make it easy for people to discover and access the live experiences that matter most.With platforms on iOS, Android, mobile web and desktop supporting more than 60,000 events across the US and Canada, we are reimagining the event ticket industry in order to move at the speed of life.Role Purpose As the Director of Product Analytics, you will lead the function responsible for elevating product decision-making across Gametime. You are a strategic co-pilot to the cross-functional product development organization, owning the analytics roadmap and building the frameworks that help us ship high-quality, high-impact features faster. You will lead a high-performing team to decode fan behavior, optimize the marketplace funnel, and drive massive scale through rigorous experimentation and AI-driven personalization. Key ResponsibilitiesStrategic Leadership & Product Partnership • Roadmap Influence: Synthesize marketplace dynamics, user behavior, and experiment signals into clear recommendations; influence major roadmap decisions., • Goal Setting: Partner with Product, Design, and Engineering leaders to co-create goals. Ensure every feature has an impact plan., • Executive Storytelling: Distill complex marketplace data into crisp, strategic narratives to drive alignment on "where to play and how to win."Experimentation & Product Velocity, • Center of Excellence: Lead Gametime's experimentation design and strategy. Standardize how we run A/B and multivariate tests to ensure we are learning at the speed of the marketplace., • AI & Personalization Quality: Co-own the data-driven design of AI features (e.g., personalized event recommendations). Establish benchmarks for AI quality to ensure relevance and conversion., • Self-Serve Enablement: Drive product velocity by building self-serve capabilities, allowing PMs and Designers to access real-time insights without a bottleneck.User Behavior & Lifecycle Analytics, • Fan Journey Mapping: Deeply understand the fan's path from app-open to ticket-scan. Identify friction points in the checkout and discovery flows to increase conversion., • Retention & LTV: Build the frameworks to measure and influence long-term retention and customer lifetime value, moving beyond one-off purchases to habitual usage., • Instrumentation Governance: Oversee the data quality and tracking strategy (e.g., Hightouch) to ensure our product data is the "source of truth."What Skills & Experience Do You Bring?, • Experience: 8–10+ years in product analytics or data science, with 4+ years leading high-performing analytics teams in a fast-paced B2C environment., • Marketplace Intuition: Strong product sense; able to pair qualitative fan feedback with quantitative rigor to identify the next big growth lever., • Experimentation Expertise: Proven track record of running high-velocity experimentation at scale. Experience with AI-driven product testing is a significant plus., • Technical Mastery: Expert SQL and experience with modern analytics stacks (e.g., Snowflake, dbt, Looker/Sigma)., • Communication: Exceptional ability to communicate with executives; you can turn "data noise" into a compelling strategic story., • Flexible PTO, • Competitive salary & equity package, • Monthly Gametime credits for any event ($1,200/yr), • Medical, dental, & vision insurance, • Life insurance and disability benefits, • Diverse Family-forming benefits through Carrot Fertility, • 401k, HSA, pre-tax savings programs, • Company off-sites and meet-ups, • Wellness programs

Greenhill's San Francisco based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team. Bachelor's degree in finance or economics and a minimum of 3 years investment banking, corporate finance, and M&A experience with a top tier Investment B

Job Description Our growing Accounting & Banking Services (ABS) team is part of our Exclusive Family Office group that specializes in helping our high-net-worth clients with their personal and entity accounting. We are looking for a motivated senior accountant to join our team to be accountable for the preparation of financial statements, accounts payable, accounts receivable, reconciliations, and monthly close. You'll work closely with experienced professionals, gain valuable expertise, and advance your career in a supportive and stimulating environment. This is an opportunity to join a growing department and immediately impact the department’s success. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment – Together, We Achieve More, • Environment supportive to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Lead and manage client relationships with internal teams and external clients, • Be responsible for accounts payable and accounts receivable for multiple clients, • Handle the accounting at month-end for multiple clients:, • Reconcile bank, brokerage, and credit card statements, • Post monthly, quarterly, and annual journal entries, • Prepare financial and cash flow statements, • Prepare budgets and comparison of actual to budget reports, • Ensure transactions are documented and supported according to compliance requirements, • Accountable for client-vendor management, including issues and disputes, • Manage new bank account documents, • Answerable for filing 1099s, • Maintain thorough client data files An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They are also warm, passionate and genuine. The attributes and talents that foster success in the role are: Knowledge: • Someone who knows accounting and has experience with the month close process., • Must be detail-oriented with a high degree of accuracy, • Excellent organizational skills, • A self-starter who is accountable for their work, • Must be a team player who will thrive in a small company environment., • Excellent oral and written communication skills within a diverse office environment, • Ability to work independently and provide follow-up with the team, • Impeccable ability to maintain confidentiality, • Ability to consistently meet deadlines We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Someone working toward the CPA or CFP, • 2 - 4 years of professional experience in an accounting or business management environment is preferred, • Bachelor’s degree in accounting, finance, economics, or a related field Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionSingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement.Responsibilities • Records transactions in ledgers, prepares trial balances and simple financial statements using computer software program., • Performs schedule computations of accruals, property and equipment, and calculates depreciation expense., • Works effectively within given budgetary parameters; assist staff in prioritizing and managing their workload., • Prepares income tax returns for corporations, partnerships, and individuals, including federal and state tax returns for multi-state companies and consolidated returns for affiliated groups., • Creates financial statements for businesses from analyzing transactions, reconciling bank accounts and making adjustments to journal entries., • Conducts tax research to ensure compliance with tax law.Qualifications, • Bachelor’s degree (or foreign equivalent) in Accounting, Business, Business Management, Economics, Finance or in a closely related field,, • 2 years of work experience in public accounting or in a closely related occupation., • Experience in preparing individual tax returns for clients., • Experience filing corporate tax returns for LLC, S-Corporation, C-Corporation, and Non-profits. This is a nonexempt position. Overtime is paid at time and a half of hourly rate.SingerLewak is an affirmative action-equal opportunity employer and 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, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

Job DescriptionAt Windfall, data science is central to our mission as a people data and AI company. We aim to revolutionize how organizations perceive and utilize people data by providing leading commercial and nonprofit partners with accurate and actionable predictive models. We are looking for a product-oriented Senior or Staff Data Scientist to join our Modeling & AI team. In this role, you will be on the front lines of customer impact, building custom propensity models that directly address our clients' most significant challenges. You will work at the intersection of customer data and Windfall's rich data assets, designing creative solutions and building end-to-end modeling pipelines that turn data into measurable value. This is a unique opportunity to see your work in action, collaborating closely with our customers to build everything from sophisticated marketing and lead score models to donation likelihood models that power the missions of the world's top nonprofit organizations.Responsibilities: • Build and Deploy Custom Models: You will own the end-to-end lifecycle of customer-facing machine learning models—from initial data exploration and feature engineering to model training, validation, deployment, and ongoing evaluations., • Synthesize Diverse Datasets: You will become an expert at blending first-party customer data with Windfall's proprietary data assets to engineer novel features and build highly predictive models., • Drive Product Innovation: You will act as a key technical partner to our Product and Customer Success teams, providing insights that shape our modeling strategy and helping to translate complex customer needs into scalable data science solutions., • Think Outside the Box: You will tackle ambiguous problems and develop creative modeling strategies to address unique customer challenges across a variety of industries., • Communicate with Impact: You will be responsible for clearly communicating model performance, methodology, and business impact to both technical and non-technical stakeholders.Requirements:, • 5+ years of professional industry experience in a data science or machine learning role., • Proven, hands-on experience building and deploying production-level predictive models (e.g., classification, regression, clustering)., • Expert proficiency in Python and its core data science libraries (e.g., pandas, scikit-learn, NumPy, XGBoost)., • Advanced proficiency in SQL for complex data manipulation, aggregation, and analysis., • A strong product-oriented mindset, with a demonstrated ability to connect data science work to tangible business value and customer success., • Experience with the full machine learning lifecycle, including scoping, feature engineering, validation, deployment, and monitoring., • The ability to communicate technical ideas to a non-technical audience.Preferred Qualifications:, • Experience with containerization technologies like Docker and an understanding of how they are used to deploy models., • Experience building and orchestrating simple data pipelines using tools like Airflow., • Experience working in marketing analytics, ad-tech, fintech, or for a nonprofit organization.

Job DescriptionDescription: POSITION OVERVIEW The Trading Associate at Perigon Wealth will perform day-to-day trading functions for Advisors that use the PWM centralized trading team. COMPANY OVERVIEW Perigon Wealth Management is a fast-growing, advisor-led Registered Investment Advisor (RIA) serving clients across the U.S. The firm employs over a hundred and fifty associates across 20+ office locations and has client assets under management (AUM) exceeding $11 billion. We operate with the belief that growth happens through meaningful relationships, thoughtful planning, and an experience that feels personal, not transactional. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential functions include, but are not limited to the following: ? Performs the daily portfolio management functions including preparing, reviewing, submitting and next day reconciliation of trade requests. ? Maintains trading related system settings and reports in Orion Trading. ? Maintains firm-level and advisor-level models in Orion ? Provides ongoing portfolio review reports (e.g. weekly cash review, quarterly rebalancing and tax loss harvesting reviews) to Advisor teams. ? Assists with the development and documentation of the Trading team’s policies and procedures. ? Regular participation in the Trading team’s process revamps, automations and efficiency improvements. ? Participates as needed in special projects to support the Trading team’s goals and initiatives Minimum Qualifications (Knowledge, Skills, and Abilities) ? 1-3 years of experience in trading ? Orion trading experience preferred ? Analytical skills and ability to use excel to handle large datasets ? Hands on support ? Attention to detail ? Proactivity/Efficiency skills ? Intellectual curiosity around investments ? Prioritization skills ? Self-motivated and able to thrive in a dynamic environment ? Bachelors degree required (preferably in Economics or Finance) ? Series 65 preferred Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. The company is an equal opportunity employer and complies with ADA regulations as applicable. Know Your Rights Poster- The Employee Polygraph Protection Act (EPPA)- The Family and Medical Leave Act (FMLA) Poster - Requirements:

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA 94105 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Michael Byrne Managing Partner: • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Marlin Adams District Director & Financial Advisor:, • Time with NM: 15 years., • Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022., • Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league.Giordano Salvetti Financial Advisor/Growth & Development Director:, • Time with NM: 5 years., • Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern., • Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiance, whom he met at NM.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, logistics, real estate, industrial equipment, or media. • Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust., • Build Meaningful Relationships: Just as youve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey., • See the Impact of Your Work: In business development, youve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security., • Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.Our thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA 94105 Meet Our Local Team: Giordano Salvetti Financial Advisor/Growth & Development Director: • Time with NM: 5 years., • Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern., • Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiance, whom he met at NM.Chris Andrews Private Wealth Advisor:, • Time with NM: 18 years., • Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007., • Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.Christopher Welton, MBA, CFP Wealth Management Advisor:, • Time with NM: 13 years., • Prior Experience: Founded and sold an online childrens party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking., • Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.Doug Turner Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands., • Passionate About: Native of the East Coast and Northwestern University graduate. Has lived in Japan and the UK, traveled extensively with his family, and enjoys Thursday trivia nights.Michael Byrne Managing Partner:, • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Position Responsibilities:, • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$170,000—$210,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description We are growing our San Francisco based team and seeking to hire an associate. Our work environment is fast-paced, and you will have the opportunity to work directly with senior advisors and clients, providing complex financial planning and investment solutions. You are a self-starter, highly organized, detail oriented, accessible, approachable, and you play well with others. You must be dependable and able to assist with the management and coordination of the work done on behalf of clients by various financial service professionals both externally (CPAs, estate planners, insurance professionals etc.) and internally (Tax Services, Strategic Planning, and Investment Strategy & Research). We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment – Together, We Achieve More, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Participate in internal strategy discussions for clients., • Gather financial information and prepare client balance sheets, cash flow schedules, investment planning deliverables, and insurance summaries utilizing financial planning software and other tools., • Develop and present long-term capital sufficiency assessments based on personal financial goals, current financial data, tax rates, inflation, and investment assumptions., • Facilitate the integration of projects and evaluations done on behalf of our clients., • Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and client communications., • Coordinate with other team members/professionals to implement financial plans on behalf of clients., • Initiate and answer emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner., • Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively., • Partner with managers and directors to reach business development goals. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Basic understanding of comprehensive financial planning topics such as retirement planning, employee benefits, insurance, investments, asset allocation, estate planning techniques, income taxation, and executive compensation., • Basic understanding of individual/entity income tax rules and ability to analyze individual/entity income tax returns., • Familiarity with investments, including concepts of portfolio design and diversification., • Extremely meticulous – must have proven ability to juggle multiple priorities., • Must be a self-starting person who takes accountability for their work and actively sees projects through to successful inclusion while maintaining a high level of communication with team members., • A collaborator who will thrive in a fast-paced environment. We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Bachelor’s degree required. We prefer a financial planning program, accounting, finance, law, economics, and/or considerable experience in a related field. Graduate degree or CPA is desirable, but not necessary., • CFP® preferred or demonstrated progress toward acquiring the CFP®, i.e., ongoing plan for completion of required coursework and taking the CFP® exam. Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure Education: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionWhy You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a fast-growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers’ shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. E3 is also expanding its international presence with recent projects in Europe, China, India, and Africa. About You Our Associate Directors and Directors take on a pivotal role to help manage, shape, and continue to develop an E3 Practice Area. In this position, you will help to drive the continued growth of E3's business through strategic project and thought leadership, developing our next generation of leaders, and further advancing our reputation for best-in-class solutions to our broad base of clients. You bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a collaborative approach to project work, are comfortable coaching and providing feedback to others, and are practiced at working closely with clients and stakeholders while supporting the execution of our business and mission. We seek those that are inquisitive and look at all sides of an issue to make informed recommendations with confidence and clarity. You pride yourself in your technical aptitude and deep subject matter expertise. You bring a strong attention to detail and your project management and leadership techniques help you independently create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers. We are also open to hiring new Directors and that have additional years of experience and demonstrated ability to support significant business development upon hiring. The Role This is a unique opportunity for a senior professional looking to further their career with an equity stake in a company that leads the field in energy consulting. As an Associate Director, you will spearhead client-facing interactions and play a leadership role in identifying the approach and methods for medium-to-large sized projects. Our Associate Directors direct workstreams within projects and contribute heavily to written reports and papers. They also regularly deliver findings and summaries to customers, making presentations and replying to questions. Duties will grow to include more elaborate investigative tasks, overseeing the management of existing tools, and leading efforts on proposal writing. Work Environment E3 has adopted a hybrid and flexible work environment that adapts to changing needs of projects and safety requirements. Because E3 thrives in a strong collaborative office-based working environment, we encourage our E3 employees to work from the office at least 2-3 days per week, usually including Tuesdays and Thursdays. Must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually. Role DetailsHours: Full TimeTravel: Occasional (up to 10%) to client sites as needed, typically through the United State and/or CanadaOffice Location: E3 Office (San Francisco, New York, Boston, Denver, or Calgary, AB); Remote may be considered. Responsibilities • Lead the delivery of customer work through modeling, developing presentations, writing and preparing entire subsections of reports and papers, and owning customer requests, • Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information, • Fulfill end-to-end project obligations, • Deliver presentations to customers and reply to questions, • Develop aptitude in using a flagship modeling tool, gathering relevant data, and vetting results, • Oversee or assist in management of existing tools as needed, • Oversee or implement major revisions to toolkits, • Apply core QA/QC best practices, • Lead proposal writing on small/medium projects, • Translate results of research and evaluations into clear visual representations, • Head the creation or editing of spreadsheets to be "client-ready,” including developing tools for customer solutions, • Proactively track actual performance of own work performed against the established plan, with ongoing communication with the Director or Manager, • Track and manage actual performance of project teams against the established plan, with ongoing communication to project team members, • Capture project learnings and repeatable products and work samples for future use according to knowledge management processes, • Assist with internal initiatives as needed Requirements, • 7+ years of relevant experience (e.g. at a consulting firm, at a utility or on a public utilities commission), • Deep subject matter expertise in one or more of our three practice areas: 1) Climate Pathways and Electrification, 2) Integrated System Planning, or 3) Asset Valuation, Transmission and Markets, • Ability to leverage existing and develop new client relationships to generate new business, • Significant familiarity with the electricity industry landscape including state and federal regulations, business models, financial fundamentals, and rate development, • Passionate about the transition to a low-carbon economy, • Demonstrated success guiding ideas, people, and projects, • High fluency in Microsoft Excel and PowerPoint; quantitative modeling methods and/or programming knowledge and experience are also valued Things that Set you Apart, • You bring deep subject matter expertise specifically in energy, economics or finance, and climate change issues, • You have significant project management and leadership experience in a technical or analytical environment, • You have extensive experience coordinating with customers on a regular basis, • You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy, • You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences, techniques, and qualifications to the table, • You enjoy translating technical concepts to a broader audience

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry., • Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally. ...but that's enough about us, let talk about you! As a Private Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degrees are considered an advantage., • +5 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience is considered an advantage., • Exceptional communication skills to engage with industry stakeholders - full English business proficiency is required., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Ability to gather data and provide accurate client analysis for tailored solutions. Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR YjsHVoXbEq

Job DescriptionCompany Description • Application Opening: 12/19/2025, • Application Filing Deadline: Updated to 3/6/2026, • Previously 12/29/2025, 2/9/2026, 2/13/2026, 2/20/2026, 2/27/2026 APPOINTMENT TYPE: Exempt: This position is excluded by the Charter from the competitive Civil Service examination process and shall serve at the discretion of the Appointing Officer. The duration of the appointment shall not exceed 36 months. WHO ARE WE? San Francisco Public Utilities Commission (SFPUC) Headquartered in San Francisco, we have 2,300 employees operating across eight counties serving more than 2.7 million customers in the San Francisco Bay Area – 24 hours per day, 365 days per year. Our Mission: To provide our customers with high quality, efficient, and reliable water, power, and wastewater services in a manner that values environmental and community interests and sustains the resources entrusted to our care. Our Vision: We are an innovative utility leader, recognized for excellent results in service, safety, stewardship, and inclusiveness. We are an award-winning and industry-leading utilities organization committed to our customers, community interests, and the environment. To learn more about our organization, please visit our website at . We are proud of our infrastructure and programs, but most importantly, we value our highly qualified and dedicated workforce which ensures that this vision becomes a reality. To learn more about working at the SFPUC, visit our career site at Job Description Project: Disaster Recovery Location: 525 Golden Gate Ave., San Francisco, CA Hours: Monday – Friday, 8:00 am – 5:00 pm Position Description Disaster Recovery Plan Development & Maintenance • Lead the development of comprehensive enterprise-wide disaster recovery and business continuity plans aligned with organizational objectives and risk tolerance, • Conduct thorough documentation of all critical systems, applications, data, and dependencies within the plan, • Create detailed recovery procedures and step-by-step runbooks for each critical system and application, • Establish and document recovery time objectives (RTO) and recovery point objectives (RPO) for all business-critical systems, • Maintain up-to-date disaster recovery plans through regular reviews and updates (minimally quarterly or upon significant infrastructure changes), • Coordinate with system owners and business units to gather requirements and ensure plan accuracy and completeness, • Document disaster recovery roles, responsibilities, and escalation procedures, • Develop and maintain the Disaster Recovery Plan documentation, including executive summaries and detailed technical appendices, • Ensure disaster recovery plans address various disaster scenarios (natural disasters, cyberattacks, infrastructure failures, etc.), • Conduct comprehensive risk assessments and business impact analyses to identify critical systems and recovery priorities, • Design recovery architectures and failover strategies for mission-critical applications and infrastructure, • Evaluate and recommend disaster recovery technologies and solutions that align with organizational needs and budget, • Lead cross-functional teams to implement disaster recovery solutions across multiple business units and technical domains, • Oversee procurement, configuration, and deployment of disaster recovery technologies and platforms, • Manage disaster recovery budgets and resource allocation, • Plan and execute regular disaster recovery drills and full-scale exercises to validate plan effectiveness, • Analyze test results, identify gaps, and recommend improvements to recovery procedures, • Maintain detailed records of all testing activities and outcomes, • Ensure disaster recovery programs meet regulatory requirements and industry standards (ISO 27001), • Maintain compliance documentation and audit readiness, • Develop disaster recovery policies and procedures, • Conduct training and awareness programs for staff, • Perform other related duties as assigned. Qualifications Minimum Qualifications: Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted. Education: An associate degree in business administration, public administration, information systems, economics, finance, computer science or a closely related field from an accredited college or university OR its equivalent in terms of total course credits/units [i.e., at least sixty (60) semester or ninety (90) quarter credits/units with a minimum of twenty (20) semester or thirty (30) quarter credits/units in one of the fields above or a closely-related field]. Experience: Five (5) years of experience in the information systems field, including system analysis, business process design, development and implementation of business application solutions or IT project management. Substitution: Additional experience as described above may be substituted for the required degree on a year-for-year basis (up to a maximum of two (2) years). One (1) year is equivalent to thirty (30) semester units / forty-five (45) quarter units with a minimum of 10 semester / 15 quarter units in one of the fields above or a closely related field. SUPPLEMENTAL INFORMATION Essential duties require the following physical skills and work requirements: Some positions may require sufficient strength and coordination for lifting, pushing, pulling and/or carrying the weight of computer equipment. May require hand/eye coordination for semi-skilled movements, such as taking apart casings. installing parts and reconnecting computers and for per-forming data entry. May involve extensive VDT exposure. Completion of the 1010 Information Systems Trainee Program may be substituted for the required degree. Desired Qualifications: The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring. • Utility Industry experience, • Six Sigma or similar process improvement certification, • Experience with security and network infrastructure Every application is reviewed to ensure that you meet the minimum qualifications as listed in the job ad. Please review our articles on Employment Application and Minimum Qualifications and Verification of Experience and/or Education for considerations taken when reviewing applications. Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco. All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications. Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores. Additional Information Additional Information Regarding Employment with the City and County of San Francisco: • Information About the Hiring Process, • Conviction History, • Employee Benefits Overview, • Equal Employment Opportunity, • Disaster Service Worker, • ADA Accommodation, • Veterans Preference, • Right to Work, • Copies of Application Documents, • Diversity Statement Applicants will receive a confirmation email from that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received. HOW TO APPLY Applications for City and County of San Francisco jobs are only accepted through an online process. Visit and begin the application process. Applicants will receive a confirmation email from that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received. Job Analyst Information: If you have any questions regarding this recruitment or application process, please contact the job analyst, Sanly Guan at The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.

Job DescriptionCompany Description Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters — to you, to your community, and to the world. Progress starts with you. Job Description As Manager, Account Executive – U.S. Fintech Partnerships, you will manage a portfolio of strategic growth accounts – emerging fintech innovators spanning a range of about 10 digital finance platforms that issue Visa cards (consumer debit, prepaid, credit, and even some small business). These companies also accept Visa cards to fund accounts and send/receive the funds of their millions of consumers. You will help these high growth clients (including micro-investing platforms, rewards card programs, sustainability-focused debit solutions, youth financial tools, and other Neobanking solutions) to achieve their business goals and expand Visa’s impact through renewals, new product launches, performance optimization, and operational execution. These accounts require your consultative support and present opportunities to deliver measurable impact to Visa, their employees, owners, investors, and customers. You will convert momentum into annual revenue growth, ensuring timely sales cycles, with the close collaboration of product specialists from across Visa, acting as a central reference for the team to maintain client experience and revenue velocity. Key Responsibilities Account Ownership & Execution • Serve as the primary lead for assigned fintech partners, own the account plan and deliver against shared objectives and growth targets., • Lead quarterly business reviews, provide executive-ready updates on performance, pipeline, and risk/issue mitigation. Pipeline, Commercials & Deal Progression • Advance opportunities end-to-end, from discovery and business case through pricing, negotiation, contracting, and launch handoff., • Maintain accurate CRM hygiene and opportunity tracking to deliver on partner objectives and Visa’s growth. Cross-Functional Support • Orchestrate collaboration between Product, Legal, Finance, Risk, Advisory, and Value-Added-Services specialists to accelerate delivery and resolve issues., • Liaise with sponsor banks and processors/program managers to operationalize program changes. Segment Expertise & Communication • Distill market trends, portfolio economics, and operational levers for consumer issuing and money movement, brief internal stakeholders and inform account strategies., • Prepare concise, executive-ready materials for internal and client leadership., • Represent the voice of the customer in executive forums and strategic initiatives. Solutioning & Growth • Map partner use cases to Visa capabilities (issuing, money movement, value-added services) and build pragmatic roadmaps., • Identify and scale improvements that lift auth rates, reduce fraud/chargebacks, and increase top-of-wallet Visa credential usage., • Help partners leverage Visa’s contractual funds for mutual growth., • Drive portfolio growth in alignment with Visa’s long-term strategy, as well as each partner’s. Risk, Compliance & Governance • Partner with Risk/Legal/Compliance to embed U.S. consumer banking controls (KYC/CIP, AML/OFAC, Reg E disputes) into program design and operations, monitor SLA and policy adherence. Team & Culture Basic Qualifications • 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD, • Permanent authorization to work in the U.S. Preferred Qualifications • 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD, • Experience managing fintech or digital banking accounts with measurable impact., • Familiarity with Visa products (Visa Direct, various value-added services) and card issuing constructs., • Strong communication and collaboration skills, ability to manage multiple priorities., • Data-driven mindset, proficiency in Excel, Gen AI/large language models, and customer relationship management tools. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for this position is $134,600.00 to $215,300.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description 1. Role Overview Seeking experienced finance professionals to support a supervised fine-tuning (SFT) dataset development project in collaboration with a leading AI lab. Experts will contribute by creating and evaluating prompts and responses on topics across corporate finance, markets, accounting, and financial analysis. This is a high-impact opportunity to shape how advanced AI models understand and reason about complex financial concepts. 2. Key Responsibilities * Author and refine finance-related prompts and expert-level responses across domains like valuation, risk, investment theory, and financial modeling * Review and edit AI-generated outputs for accuracy, clarity, and alignment with professional standards * Generate prompt variants to test model performance under different personas and instruction styles * Identify edge-case scenarios or question types likely to challenge current AI systems * Provide context-sensitive explanations suitable for both technical and non-technical audiences 3. Ideal Qualifications * Advanced degree in finance, economics, or accounting (e.g., PhD, MBA, or CFA charterholder) * 1+ years of experience in investment analysis, corporate finance, financial consulting, or academia * Strong quantitative reasoning and financial writing skills * Familiarity with LLM capabilities and limitations is a plus * Experience in curriculum design, financial reporting, or technical instruction is valued 4. More About the Opportunity * Remote and asynchronous set your own schedule * Expected commitment: 1020 hours/week * Project duration: ~4+ months, with optional continuation * Mix of structured review tasks and open-ended content development 5. Compensation Contract Terms * $70-80/hour for U.S.-based applicants; adjusted for other geographies * Paid weekly via Stripe Connect * Youll be classified as an independent contractor 6. Application Process * Submit your resume to get started * Complete a short form outlining your finance expertise

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $19 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business development and team leadership. You’ll serve as a trusted partner to clients, offering guidance in investment management, tax planning, estate planning, and retirement planning, while working closely with our team to deliver an exceptional client experience. This role requires someone who can transition and expand existing relationships, develop new business, and may oversee a support team, whether brought with you or built in partnership with the firm. You’ll also be expected to contribute to growth through effective time spent with clients, prospects, centers of influence, and community engagement, making a visible and invaluable impact on the firm’s continued success. Responsibilities • Drive business development efforts through client referrals, strategic networking, and community engagement., • Onboard and cultivate high-net-worth client relationships with care and professionalism., • Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination., • Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals; engage next generation of clients to solidify and extend relationships for the long term, • May Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership., • Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience., • Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality., • Must maintain a strong commitment to compliance., • Analyze, draft, edit, and deliver comprehensive financial plans to clients., • Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm., • Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors., • Ensure adherence to company standards of net new asset growth and retention. Attend company workshops or lectures and speak to groups of potential clients when called upon. Education, Experience and Qualifications • Bachelor’s Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master’s degree a plus., • Minimum of ten years of client-facing experience (wealth management, financial planning, or tax) with deep knowledge of investments, retirement, and estate strategies., • CFP® credential required or has advanced degree such as master’s degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • Experience using financial planning tools such as eMoney or similar platforms., • Sales aptitude and experience is also highly desired., • Excellent communication, presentation, listening, and analytical skills., • Proven time management and organizational skills in high-volume, high-energy environments., • Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude., • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint, • Ability to learn quickly and efficiently. Compensation The anticipated base salary range for this position is $100,000 - $300,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job DescriptionSalary: 200k+ depending on experience Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our San Francisco team and the ideal candidate will live in the bay area. This is a hybrid role that does not require being in the office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of 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.

Job DescriptionAbout Zipline Zipline is on a mission to transform the way goods move. Our aim is to solve the world's most urgent and complex access challenges by building the first instant logistics system that serves all humans equally. Leveraging expertise in robotics and autonomy, Zipline designs, builds, and operates a fleet of cutting edge, autonomous delivery drones. We serve tens of millions of people around the world. Joining Zipline's Emerging Talent program as an intern is an opportunity to contribute to our promise of building a system that provides equitable access to critical healthcare supplies for millions of people. We believe that internships are more than just opportunities to learn by watching or doing low level tasks. We expect our interns to take on meaningful work that actively contributes to moving Zipline's mission forward, while learning real-world skills that will serve them in their careers for the long term. Join us, and build the future of logistics with the best humans around! About the Global Supply Chain Team The global supply management team ensures that Zipline has the parts it needs from suppliers around the world in a reliable, sustainable, and cost-effective way. We build and maintain strong relationships with suppliers, negotiate contracts, and monitor supplier performance to reduce supply risk. The team also works closely with the design engineering, supplier industrial engineering, finance, program management, and material management teams to understand part design, manage supply against demand, drive cost reductions, and streamline logistics across international markets. The Role As a Global Supply Management Intern, you'll gain hands-on exposure to the systems, data, and supplier relationships that power Zipline's global supply chain. You'll work alongside supply managers, engineers, finance, and operations teams to support sourcing, analytics, and day-to-day execution. This role is perfect for a student to apply classroom knowledge to real-world challenges in procurement, logistics, and global operations. Your work will directly support Zipline's mission to deliver essential goods and services across the world while building critical skills in supply chain management. What You'll Do • Assist in tracking and analyzing supplier performance, purchase orders, and delivery timelines., • Help prepare reports, dashboards, and presentations on supply chain metrics., • Support sourcing activities by gathering quotes, conducting supplier research, and benchmarking costs., • Work with internal stakeholders to troubleshoot supply issues and identify process improvements., • Participate in supplier meetings and cross-functional discussions to gain exposure to real-world negotiations and decision-making., • Document and standardize processes to help build scalable systems.What You'll Bring, • Currently pursuing a Bachelor's or Master's degree in Supply Chain Management, Industrial Engineering, Business, Economics, or a related field., • Strong analytical and problem-solving skills; comfortable working with spreadsheets (Excel/Google Sheets)., • Curiosity and eagerness to learn about global supply chain operations in a fast-paced environment., • Strong communication and collaboration skills, with the ability to work on cross-functional projects. Candidates are limited to three (3) applications within a 30-day period. The starting cash range for this internship is $38 - 42/ hour. Please note that this is a target, starting cash range for a candidate who meets the minimum qualifications for this role. The final cash pay for this role will depend on a variety of factors, including a specific candidate's experience, qualifications, skills, and working location. The total compensation package for each role may also include: a housing stipend; overtime pay; relocation support; paid sick time; and more. Zipline is an equal opportunity employer 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 or our own sensibilities. We value diversity at Zipline and welcome applications from those who are traditionally underrepresented in tech. If you like the sound of this position but are not sure if you are the perfect fit, please apply! Zipline is also committed to providing reasonable accommodations to individuals with disabilities. Please let your point of contact at Zipline know if you require any accommodations throughout your interview process.

Job Description ACQUISITION DIRECTOR COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, and multi-family properties throughout the Western United States, along with investments in distressed debt and ground leases. The Company is vertically integrated, with offices in Los Angeles, Phoenix, Dallas, Houston, and Seattle, and is able to acquire and close transactions without the need for lengthy due diligence periods. Our 30-year track-record and balance sheet allow us to move quickly and creatively, structuring acquisitions to satisfy seller needs in a highly competitive market. Today, the Company owns and operates approximately 10M square feet across 18 states. POSITION The Acquisition Director is an integral and highly visible role responsible for identifying value-add opportunities in multiple markets. Our ideal candidate possesses acquisition experience across value-add, opportunistic and distressed real estate investing strategies, with a demonstrated track record of achievement. Familiarity with ground lease and sale-lease back transactions is a plus. The successful candidate will be a self-starter, comfortable working in a regional office with minimal day to day oversight. The Company’s long-term vision anticipates adding additional resource and building out required infrastructure. LOCATION San Francisco, California RESPONSIBILITIES The Acquisition Director will be a key member of the company’s overall acquisition and investment processes identifying potential investment opportunities in targeted markets of Northern California. In addition, this role is responsible for problem solving, underwriting, performing due diligence, and completing acquisition documentation. Primary responsibilities include, but are not limited to: • Sourcing new opportunities, • Identifying and covering target markets throughout Northern California, • Oversee the full acquisition process, including managing due diligence, reviewing third party reports, and working with legal and finance teams to facilitate closings, • Establishing regular communication lines with the Company’s home office in Los Angeles, • Preparing market analysis, underwriting and deal summaries for opportunities presented to the investment committee, • Developing relationships within the brokerage, developer, and lender communities in target markets to facilitate opportunities, • Attending selected conferences and industry events QUALIFICATIONS • 5 – 10 years of real estate acquisition and underwriting experience across all product types, with a focus on office and retail properties, • Established relationships within the investment sales and brokerage community, • Undergraduate degree in real estate, business, finance, economics, or accounting preferred; advanced degree is a plus, • Strong quantitative and analytical skills, with the ability to quickly assess deal viability, • Outstanding verbal and written communication skills, • Adept at developing effective working relationships with others in a team-oriented, collaborative, and deadline driven environment, • Trust and integrity are integral characteristics to enable a successful outcome, • A “Team Player” mentality, with a passion for brainstorming, problem solving, and independent thinking $175K-$200K base, plus incentives We offer a generous and comprehensive compensation & benefits package, along with the opportunity for professional growth and development within a well-capitalized, entrepreneurial, and growing real estate investment group. Powered by JazzHR xIcwRV9jVb

Job Description:\n\nCompany Description This is a Citywide Exam posting. Your application to this posting is an application to take a citywide exam. If you pass the exam, you will be emailed your score and ranking on the eligible candidate list. When a department has an open position with this job classification they will use this eligible list to hire for that position. Departments will contact candidates from this list to gauge interest in their specific roles. Learn more about the City’s hiring process here: Opening: January 9, 2024Application Deadline: ContinuousSalary Range: $113,100.00-$144,326.00 Yearly; (effective January 1, 2026)Eligible List Duration resulting from this examination process will be continuousList ID: CCT-2940-X00049; REF36550S San Francisco is a vibrant and dynamic city, on the forefront of economic growth & innovation, urban development, arts & entertainment, as well as social issues & change. This rich tapestry of culture and ideas is sustained by our City's commitment to heighten the quality of life for the diverse population of San Franciscans and residents of the greater Bay Area. Our employees play an important role not only in making our City what it is today, but also in shaping the future of San Francisco. At the San Francisco Human Services Agency, we believe in a San Francisco where everyone has the opportunity and support to achieve their full potential. We are comprised of the Department of Benefits and Family Support, and the Department of Disability and Aging Services (DAS), and are united by our commitment to deliver essential services that support and protect people, families, and communities. From financial, nutritional and employment support to child and adult protective services, health care coverage, affordable childcare, and in-home services for older adults and persons with disabilities, our team lends support for all in need. OUR COMMITMENT TO RACIAL EQUITY As we work towards our vision of an inclusive San Francisco, we embrace our responsibility to root out systemic racism by creating services and a workforce which reflect the lived experiences and strengths of the people we serve. We are committed to fostering a work environment where our differences are celebrated and everyone has what they need to thrive--no matter their race, age, ability, gender, sexual orientation, ethnicity, or country of origin. Click here to learn more about what this commitment looks like in action.Job Description This is the entry-level class in the Protective Services Worker series. Adult Protective Services (APS) is a state-mandated program administered by the City and County of San Francisco (CCSF), HSA, and DAS. Under general supervision by the APS program, the Protective Services Worker (PSW) receives and responds to reports of suspected “elder” and “dependent adult” abuse including neglect, self-neglect, and financial abuse. The PSW performs professional investigations and case management services to victims of abuse. This includes activities related to evaluating the level of harm or risk of harm, to the person and the estate of an “elder” or “dependent adult;” assessing biopsychosocial functioning, including the medical condition, cognitive/psychological status, and adequacy of care and support system; orchestrating ongoing services to maximize the use of community resources, and to help protect victims from further harm once the case is closed. Essential Duties and Functions According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job class and are not intended to be an inclusive list.Conducts unannounced visits to see elders and dependent adults in their living environment.Investigates the allegations and conducts a risk assessment through interviewing the victim, family, relatives, neighbors, and others to assess for immediacy.Arranges for immediate protective interventions and emergency services as necessary, including medical assessments, emergency shelter, or in-home protection, e.g. acts as a liaison on the medical aspects of the case with providers of services and other agencies that provide medical care, until the immediate dangers are resolved.Gathers, documents, and reviews important detailed financial, personal, and confidential information, and writes investigative reports, findings, and service plan notes.Conducts a needs assessment for clients in need of protective services.Develops a Service Plan and organizes the initial care plan as appropriate, including supported decision-making activities.Provides counseling for clients and significant others to alleviate the identified problems and to implement the service plan to restore optimum social functioning, and health adjustment within the client’s capacity; assists them in order to address personal and environmental difficulties, which perpetuate poor health and dysfunction, and interfere with self-care and self-protection.Monitors the Service Plan and follows up through field visits and telephone contacts with clients, relatives, and other concerned individuals until the service goals have been achieved.Assists with multidisciplinary team meetings with healthcare providers, hospitals, and the Public Health/Mental Health Department, and other City agencies involved to further their understanding of significant social and emotional factors underlying the client’s health, social, or environmental problems.Designs interventions in collaboration with medical professionals, social service providers, law enforcement, or other relevant systems by contributing with information to help determine the level of care and services pertinent to the client’s welfare.Provides education to individuals and agencies on the role and authority of APS.Conducts public presentations about casework in a confidential, multi-disciplinary setting; collaborates and cooperates with the community and the CCSF partner agencies.Uses a personal computer to prepare, review, and maintain records, correspondence, and reports; manages case documentation in an APS database; maintains timely email correspondence.Qualifications 1. Education: Possession of a Master's Degree in Social Work from a school accredited by the Council on Social Work Education (CSWE); OR Master's Degree from a two (2) year counseling program from an accredited college or university. (Qualifying Master's Degrees in counseling include Marriage and Family Therapy, Clinical Counseling, Mental Health Counseling, Addiction Counseling and Counseling Psychology that included a supervised field placement as part of the course curriculum); AND 2. Experience: Satisfactory completion of two semesters of graduate field placement which involved the provision of direct services to elders and/or dependent adults and/or adults with physical, cognitive or mental health disabilities in one of the following or closely related areas: Adult Protective Services, intensive case management such as MSSP/Linkages, medical social work in a hospital or clinic, mental health program/agency, home health agency, or alcohol and drug counseling and treatment program; OR Six (6) months post-baccalaureate professional work experience which involved the provision of direct services to elders, dependent adults, or adults in one of the areas previously described. Note: Applicants who will receive their Master’s degree by the end of the current semester/quarter may submit a written request to be placed on the eligible list under waiver pending receipt of the Master’s degree; for these applicants, appointment referral is contingent upon verification of the required education and experience. Applicants must meet the Minimum Qualifications requirements by the time the application is submitted unless applicants provide a written request to be placed on the eligible list under waiver pending receipt of the Master’s degree. Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process. Special Requirements The essential duties of this position require incumbents to: work nights, weekends and holidays on a limited basis; drive, normally within the City of San Francisco and occasionally outside City/County limits as necessitated by case work; to get in and out of vehicles, climb flights of stairs to complete home visits; lift food boxes weighing up to 30 pounds; and complete visual assessments of elders/dependent adults and their home environments. Note: All positions require possession of a valid California Class C driver's license and clear Motor Vehicle Record (MVR). Verification of Experience and/or Education: Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco. All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications. Resumes will not be accepted in lieu of a completed City and County of San Francisco application. Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores. SELECTION PROCEDURES After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following: Written Examination – Multiple Choice (100%): Candidates who meet the minimum qualification will be invited to a written multiple choice exam designed to measure knowledge, skills and/or abilities in job-related areas which may include but are not limited to: ability and skill to assess, knowledge of psycho-social functioning development, individual psychodynamics, family dynamics, and social systems; knowledge of socio-economics factors; knowledge of and ability to apply relevant laws; ability to assess the client's functioning, safety, and to develop an appropriate case plan. Score Banking: Scores attained on the Protective Services Worker Exam for Adult Protective Services will be 'banked' for two years, starting from the date of the examination. This means that, during this two-year time period, candidates need not take this test again. However, after one year, a candidate has the option to either (a) keep the same score and apply their test score to the other announcement or (b) re-take the test. Re-testing is permitted no sooner than one year from the date of the test. If a candidate opts to re-test, the re-test score becomes the candidate’s official score since it is the most recent. If a significant modification is made to this exam in the future, the application of “banked” scores may no longer be appropriate. In such a rare circumstance, candidates with “banked” scores would be required to re-take the exam sooner than the two-year period specified above should they apply to another job opportunity where the modified exam is used. The above test component is considered standardized and, therefore, test questions and answers are not available for public inspection or review. Candidate scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director. A passing score must be achieved on the Written Multiple Choice Examination in order to continue in the selection process.Additional Information Eligible List/Score Report: A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission. Upon passing the exam, candidates will be placed on the eligible list for a period of 12 months. To find Departments which use this classification, please see the city’s Position Counts by Job Codes and Departments. Terms of Announcement and Appeal Rights: Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. [Note: The correction of clerical errors in an announcement may be posted on the Department of Human Resources website at The terms of this announcement may be appealed under Civil Service Rule 110.4. Such appeals must be submitted in writing to the Department of Human Resources, 1 S Van Ness Avenue, 4th Floor, San Francisco, CA 94103-5413 by close of business on the 5th business day following the issuance date of this examination announcement. Information concerning other Civil Service Commission Rules involving announcements, applications and examination policies, including applicant appeal rights, can be found on the Civil Service Commission website at . Additional Information Regarding Employment with the City and County of San FranciscoInformation About The Hiring ProcessConviction HistoryEmployee Benefits Overview Equal Employment Opportunity Disaster Service WorkerADA AccommodationVeterans PreferenceRight to WorkCopies of Application DocumentsDiversity Statement Where to Apply All job applications for the City and County of San Francisco must be submitted through our online portal. Please visit to begin your application process. Computers are available for the public (9:00 a.m. to 4:00 p.m. Monday through Friday) to file online applica

Job Description We're quickly growing and super excited for you to join us! About Topsort At Topsort, we believe in the mission of democratizing the secret technologies of the walled gardens and creating a privacy-first cookie-free world of clean advertising with modern tech, friendly products, and AI. We believe in making advertising intuitive, intelligent, and genuinely cool, without any of the creepy ads or cookie-obsession (well, maybe just the chocolate ones). In a rapidly changing industry, we're on a mission to democratize monetization access for all and ensure that advertising doesn't leave any brand or seller feeling confused or overwhelmed Today, Topsort has 6 major hubs worldwide, and employees in 13+ countries, including Menlo Park, Boston, Santiago Chile, São Paulo Brazil, Barcelona Spain, and Sydney Australia. We are a truly global company that was born in the pandemic that's had rapid growth since out of a genius product, a customer-first mentality, and a hardworking team of talented individuals. Since our founding in 2021, we've gained customers in retail, marketplaces, and delivery apps in 40+ countries and quickly approaching the #1 position in the industry. Do you enjoy a fast-paced environment? Do you like seeing your work create real-time impact, being part of a rocket ship from the very beginning? Let's do the unimaginable - let's make ads clean and cool again, with AI and modern technology. Why Topsort? Why now? Topsort is changing the way Retail Media works. By joining our scaling team, you'll feel your impact from day 1. The processes and messaging you build today will be a critical part of our foundation as we accelerate toward 200 Topsorters worldwide, and your innovations will leave a lasting mark on the industry, as a whole. Retail Media is on the verge of a new era, and Topsort is gathering the ecosystem together to shape a brighter future. Joining us now, you'll work directly alongside our co-founders and founding members to bring on Retail Media 3.0. If you're looking to define your career as something greater than yourself, come scale with us. What it's like to work at Topsort At Topsort, we communicate openly and move fast. We say things as they are, challenge each other early, and embrace feedback with curiosity—it's how we build better, faster. Every experiment has a purpose, and every outcome helps us make the next decision smarter. There's no single formula for success here; we find what works, improve it, and scale it. We're collaborative internally and competitive externally—never the other way around. The pace is quick, sometimes a 100-mph kind of fast, and that's what keeps it exciting. We act with intent, lift each other up, and turn bold ideas into real results. No endless meetings here—if it can be done today, it gets done today. What Is This Role Like? We are looking for a motivated and execution-focused Account Executive, based in North America (Boston, Massachussets). Smart, hungry, high-horsepower builders who want to grow fast, take ownership, and solve complex problems in the retail media ecosystem. This is a hands-on role in a fast-moving environment, requiring curiosity, ownership, and adaptability. In this role, you will: 1. Drive Commercial Growth • Own and exceed quarterly revenue quotas across assigned regions., • Target retailers, marketplaces, and delivery apps that match Topsort's ICP., • Build high-quality pipeline through outbound, events, workshops, LinkedIn, referrals, and creative networking., • Bring hunter energy: disciplined prospecting, proactive follow-up, and competitive drive to win RFPs. 2. Full-Cycle Deal Ownership • Lead the full sales cycle: discovery → ROI narrative → demo → technical alignment → proposal → negotiation → contract., • Engage multiple stakeholders: C-suite, Finance, Product, Data, and Engineering., • Collaborate closely with internal teams to craft realistic timelines, technical feasibility, and commercial terms., • Maintain clean pipeline hygiene, forecasting discipline, and weekly deal reviews. 3. Industry Expertise (Retail Media + Marketplace Tech) • Become a retail media expert: monetization models, auctions, ad server logic, advertiser adoption, offsite vs onsite, GMV-linked revenue models., • Understand competitor ecosystems (legacy ad servers, DSPs, RM networks) and articulate Topsort's differentiation clearly., • Identify market opportunities and advise customers with data-backed insights. 4. Product Mastery • Know Topsort's infra: auctions, ad server, optimizer, reporting, API capabilities., • Explain technical concepts simply and confidently — "sell the why, translate the how.", • Customize demos to customer maturity and business model., • Integrate customer data to frame ROI, adoption uplift, and monetization impact. 5. High-Impact Relationship Building • Develop senior-level relationships and become a trusted advisor. We're open to candidates who don't check every box but show strong potential. Core Requirements & Experience • Bachelor's/Master's degree from Top Universities (STEM majors: economics, engineering, finance, data, etc preferred) and experience in startups, scale-ups, or high-growth environments a plus., • 3+ years of work experience with proven track record in sales or customer-facing roles, with ownership over outcomes and deals., • Strong communication, structured thinking, and ability to navigate complex organizations., • Quick learner with curiosity for retail media, auctions, and marketplace monetization., • Team-oriented, adaptable, and comfortable operating in fast-changing, ambiguous environments., • This role is open to candidates based in Boston, MA (onsite) or San Francisco, CA (primarily remote)., • Experience in B2B SaaS, ad-tech, martech, or data platforms., • Familiarity with retail, marketplaces, or media monetization. At Topsort, we seek professionals who embody the following qualities to drive our mission forward: • Deep dive into details: Professionals who are not content with superficial answers and dive deeply into the details to uncover root causes and optimal solutions., • Team first: A low need for individual recognition, always prioritizing collective results over personal credit., • You thrive with ambiguity: Exceptional ability to tackle open-ended problems in unstructured environments, turning chaos into structured innovation., • Adaptability: Willingness to learn, mentor, lead, and follow as the situation demands, fostering growth at all levels., • Urgency: A disproportionate sense of urgency in execution, while keeping scalability and the creation of replicable processes in mind to ensure long-term success.