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Job DescriptionDescription: Carrier Process Equipment Group (CPEG) offers customers a comprehensive line of large industrial processing equipment for a wide variety of industries. By combining engineering expertise including high tolerance fabrication and assembly, we design and manufacture custom bulk processing equipment solutions. Please visit us at https://www.cpeg.com/ to see the full scale of our product lines and solutions including the diverse family of brands who make up our portfolio. We are looking for a full-time Mechanical Design Engineer at our Tonawanda, NY location. This is an onsite position that is involved with the development and complete engineering definition of products for fabrication in conjunction with sales proposals and customer input that perform in an efficient and reliable manner while satisfying customer needs. Responsibilities • Maintain specific knowledge of project-specific engineering schedule and elevate potential issues with the schedule and/or foreseeable conflicts or delays to supervisor, • Have specific knowledge of project routings and elevate potential issues to supervisor, • Actively participate in project kick-off meetings, • Have a complete understanding of project specifications and customer expectations., • Read and interpret P&ID (Process and Instrumentation Diagrams), • Identify discrepancies or lack of information in available project documentation to supervisor, • Understand and adhere to product design standards and guidelines, • Select and source common mechanical components, • Develop complete definition of mechanical components for communication to vendor for purchasing, • Create comprehensive 3D models to be used for design review and 2D fabrication drawing creation, • Understand and implement machine design practices including geometric dimensioning and tolerancing (GD&T), surface finishes, component fits, • Understand in-house fabrication and testing capabilities. Design products for manufacturability, • Utilize Syteline ERP as required throughout project, • Produce shop-ready drawings and bills of material for fabrication with clear and concise information and details, • Support production during fabrication and assembly phases of projects, • Identify Bill of Materials for product designs and select the proper components that meet the customer specifications, • Collect as-built information as required and track design updates to implement on future projects, • Understand and know how to apply common codes and standards ASME Piping and pressure Vessel code when required and seek support from Design Engineer for total compliance, • Manage multiple projects and balance requirements to keep all jobs on schedule, • Maintaining a dynamic array of tasks and the ability to prioritize through good time management skills, • Work with Project Engineers in a team environment to create conceptual designs to support sales and detailed designs as required Requirements: • Minimum 2 year degree in Mechanical Engineering or Mechanical Engineering Technology will be considered, • Bachelor's degree in Mechanical Engineering or Mechanical Engineering Technology from a 4-year accredited college or university preferred, • Experience with 3D modeling and 2D drafting using Autodesk Inventor (or similar 3D modeling software) design software and parametric modeling techniques, • Experience in complex custom equipment design, • Previous manufacturing floor and design exposure is a plus, • Two (2) years of fulltime verifiable experience in the field preferred Competitive Benefits • Generous paid time off as well as 80 hours of holiday pay each year., • Ability to become an Employee Owner. This benefit is fully funded by the company—no employee contribution required—and builds value for you over time based on the company's performance. While results vary from year to year, the ESOP consistently delivers retirement benefits that exceed those of a typical 401(k) match., • Medical, Dental, and Vision Insurance. We provide a company contribution with Health Savings Account (HSA) participation. Flexible Spending Accounts (FSAs) are also available for healthcare and dependent care expenses, regardless of whether you are enrolled in a company medical plan., • Company paid Basic Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability coverage, along with supplemental Short-Term Disability coverage (company pays 50% of premium)., • Voluntary coverages such as additional life insurance, accident insurance and more., • Employee Assistance Program. Our EAP offers free, confidential support including legal and financial consultations, counseling services, estate planning, travel assistance, and work-life resources such as childcare, eldercare, and health advocacy., • Employee Referral Program bonus., • Educational Assistance., • Career Advancement. CPEG is 100% employee-owned and led by a dynamic executive team of talented individuals who have risen through the management structure., • Option to contribute to a 401(k) plan with flexible loan feature—invest in your future while keeping access to your funds if you need them., • Cash Balance Pension Plan. We contribute to this retirement savings on your behalf—no employee contribution required. Combined with a guaranteed 4% rate of return, this means you receive a consistent and valuable retirement benefit every year. CPEG Buffalo LLC is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to actual or perceived: race (including traits historically associated with race, such as hair texture and protective hairstyles), color, creed, religion (including wearing attire, clothing or facial hair in accordance with the tenets of religion), sex (including pregnancy, childbirth or related medical conditions and transgender status), gender identity or expression, reproductive health decisions, familial status, national origin, physical or mental disability (including gender dysphoria and being a certified medical marijuana patient), genetic information (including predisposing genetic characteristics), age (18 and over), veteran status, military status, sexual orientation, marital status, certain arrest or conviction records, domestic violence victim status and any other status protected by law. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays. Compensation details: 65000-85000 Yearly Salary PIe2ba6918ba22-25405-42064402

Job DescriptionLocation: Hybrid based out of Amherst, NY Typical schedule is Monday-Friday 8:00am - 5:00pm ET The Litigation Senior Specialist will independently manage their assigned portfolio consisting of consumer accounts in different states of litigation (pre-litigation, post complaint filing, judgment). The Litigation Senior Specialist will review the status of the accounts and determine best course of action going forward on account and assist in execution. The selected candidate will also be responsible for all system updates. Duties: • Understand the litigation process from start to finish for all applicable consumer accounts impacting KeyBank., • Review and understand litigation documents and pleadings filed in state court., • Update account status and routing in KeyBank’s internal systems as it relates to the status of the litigation., • Review litigation files and how the litigation has treated KeyBank products., • Make sound recommendations when reviewing the litigation filings or review with outside attorneys., • Meet with management on process or issues that come up on accounts., • Demonstrate ability to independently problem solve and offer constructive solutions to issues as they arise., • Answer emails and inquiries in a timely fashion and offer sound responses to other lines of business or vendors that have questions about the accounts., • Participate and help manage projects in support of KeyBank’s internal initiatives., • Prepare documentation as related to litigation account and the status it is in (i.e. provide information for filing of litigation case or provide information to attorney regarding payments made on judgment and whether a judgment lien should be released)., • Administratively manage various projects and assignments for the litigation team or other lines of business., • Interact with clients or attorneys and handle account maintenance., • Maintain and review invoicing to ensure billing is accurate; update the system for billing by attorney vendors., • Refer accounts to and speaking with vendor attorneys and answering any questions they may have regarding accounts., • Other duties as assigned. Experience/Requirements: • High School Diploma or equivalent required., • Bachelor’s Degree and/or Paralegal Certification preferred., • Minimum 2 years of work experience as a paralegal or in litigation support is strongly preferred, in addition to., • Minimum 2 years in the following fields is preferred: Probate and estate planning, bankruptcy legal support, mortgage servicing, or loss mitigation., • Strong PC skills with digital literacy in Office365, Excel, and Adobe., • Availability to work overtime when necessary, including possible weekends., • Detail oriented with ability to prioritize multiple responsibilities/deadlines., • PACER/CM-ECF navigation experience preferred., • Knowledge of KeyBank internal systems: CACS, CAS, ALS, CLS, MSP, Hogan, TSYS, Tymetrix and/or ASF is a plus.

Job DescriptionTax Manager – Public Accounting Firm (Confidential Search) Location: Buffalo NY Work Style: Hybrid or Remote Compensation: $90,000 – $140,000 base + bonus (DOE) About the Firm Our client is an established, mid-sized public accounting firm with over 50 years of experience, offering tax, audit, assurance, and advisory services to a diverse client base. The firm provides a collaborative, team-oriented environment with a strong emphasis on work-life balance, professional development, and long-term career growth. Employees enjoy paid overtime during busy season, with hours typically averaging 50–55 per week, flexible work arrangements, supportive leadership, competitive compensation, and opportunities for advancement. The firm combines the resources of a larger organization with the personalized culture of a smaller practice. We’re partnering with them to identify an experienced Tax Manager who’s ready to lead engagements, mentor staff, and be a trusted advisor to clients. Key Responsibilities Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses Review returns prepared by staff and seniors for technical accuracy and compliance Research complex tax issues and provide practical solutions for clients Support client relationships through proactive communication and planning discussions Lead, mentor, and develop team members through review and training Assist partners with business development, client onboarding, and workflow efficiency What They’re Looking For Active CPA license (required) 6+ years of experience in public accounting (preferably within a regional or mid-sized firm) Strong technical knowledge in federal and state tax compliance Excellent communication and leadership skills Experience with CCH Axcess, UltraTax, or similar tax software (a plus) Why This Firm Hybrid flexibility – typically 2–3 days in office Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.) Real promotion potential – leadership succession planning is a key focus Competitive compensation package, comprehensive benefits, and strong PTO Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

Job Description Full-Time Staff Attorney, Civil Unit, Buffalo, NY (Training Available!) Make a meaningful impact. Build your Career. Expand access to justice. Note: We require both a resume and cover letter explaining your interest in the position to consider your application. We are interviewing for a January 2027 start date. At the Erie County Bar Association Volunteer Lawyers Project, Inc. (VLP), we believe everyone deserves access to quality legal representation, regardless of income. Every day, our team helps individuals and families navigate life-changing legal issues and also connects eligible clients with pro bono attorneys who are committed to making a difference. If you're looking for a role that combines direct client advocacy, meaningful public service, and professional growth, we'd love to meet you. Who We Are VLP is a nonprofit civil legal services organization dedicated to expanding access to justice for low-income members of our community. We work alongside volunteer attorneys, community partners, and dedicated staff to provide legal assistance in a variety of civil legal matters. Our team is collaborative, mission-driven, and committed to helping people through some of the most challenging moments of their lives. What You'll Bring to the Role You are a compassionate advocate who enjoys helping clients solve problems and navigate complex legal systems. You thrive in a collaborative environment, communicate effectively with diverse populations, and balance multiple priorities while maintaining attention to detail. You have some experience as an attorney and are interested in learning new areas of Civil Law. • J.D. degree required., • Admitted to practice law in New York State and in good standing., • We especially encourage applications from attorneys with 1-3 years of experience - we will train you in the civil legal matters which we handle!, • Strong writing, advocacy, organization, and communication skills., • Ability to work independently and collaboratively as part of a team., • Commitment to serving low-income and underserved communities., • Valid New York State driver's license and reliable transportation., • Technology skills to work in a fully paperless office. Experience with LegalServer, Microsoft Office, Microsoft Teams, and SharePoint is a plus. What You'll Do As a Staff Attorney in our Civil Unit, you'll handle a caseload of clients (full representation) and also help prepare cases for pro bono representation through volunteer attorneys. Your work will include both hands-on client advocacy and collaboration with volunteer attorneys. You'll work directly with your Supervisor and the rest of the team to learn new areas of law and build your skills. Key Responsibilities • Represent clients through full representation, brief services, and advice and counsel in a variety of civil legal matters., • Handle cases involving estate matters, end of life planning, bankruptcy, name changes, divorce, and other civil legal issues., • Maintain accurate and organized electronic case files and case management records., • Participate in case conferences and collaborate closely with attorneys, paralegals, support staff, and interns., • Support community outreach efforts through legal clinics, presentations, and community events. Why You'll Love Working Here • 35-hour work weeks and unmatched work-life balance., • Extremely flexible schedule and hybrid work environment with two days in-office per week in 2027 (after completing your introductory period)., • No billable hours, step off the private practice treadmill. We strongly discourage evening and weekend work., • Access federal and state student loan forgiveness opportunities, including the NYS District Attorney and Legal Services Attorney Loan Forgiveness Program, beginning if your fourth year of employment., • Make a direct impact on the lives of individuals and families in our community., • Gain experience across a broad range of civil legal practice areas., • Work alongside passionate advocates and dedicated pro bono attorneys., • Develop your skills in litigation, client counseling, community outreach, and nonprofit legal services - we will train you!, • Great benefits - medical insurance is 90% paid by VLP and we fund a generous HRA to help you meet your deductible. Other benefits include vision, dental, life/AD&D, FSA, Dependent Care FSA, pretax transit/parking, and 403(b) with employer contributions after 24 months., • Join a supportive, mission-driven organization where your work truly matters. Apply Today! If you're looking for a career where your legal skills can create meaningful change, we encourage you to apply for the Staff Attorney position with VLP's Civil Unit. Together, we can help ensure that access to justice is available to everyone! VLP is an equal opportunity employer and welcomes all to apply. Employer recruits without regard to age, race, color, creed, religion, national origin, immigration or citizenship status, pregnancy-related condition, predisposing genetic characteristics, sex, gender identity or expression, sexual orientation, marital and familial status, domestic violence victim status, disability, military status, or protected veteran status. For more information, visit our website at www.ecbavlp.com

Job Description Overview BMW Management Company is seeking a Controller with a strong public accounting tax background to oversee all tax compliance for its real estate portfolio and Family Office while assuming responsibility for key accounting, treasury, and financial reporting functions. This is an outstanding opportunity for a CPA who enjoys tax but is looking to broaden their experience beyond public accounting. The successful candidate will work closely with the CFO/ownership and gain valuable exposure to the financial operations of a growing real estate and Family Office organization, creating a clear path toward future senior financial leadership. Key Responsibilities Tax Management (Primary Focus) • Prepare Year End tax workpapers and coordinate with accounting firm to produce final tax returns. Review final drafts of tax returns and ensure accuracy, • Coordinate and manage the annual tax compliance process, with peak workloads during March/April and August through October., • Ensure timely, accurate, and compliant preparation and filing of all tax returns., • Serve as the primary internal resource for tax planning, compliance, and related matters. Controller Responsibilities • Review accounting activities and financial statements to ensure accuracy and completeness., • Perform financial analysis and provide recommendations to management., • Oversee treasury functions, including cash management and banking relationships., • Assist with maintaining and improving accounting processes and internal controls., • Perform annual compliance procedures for banks and other financial institutions, • Work closely with the CFO on financial reporting and operational initiatives, • Other responsibilities include but not limited to assisting with annual insurance renewal, workers compensation audit, weekly payroll, etc. Growth Opportunity • Gain exposure to broader financial leadership responsibilities within the organization., • Participate in strategic projects and, where appropriate, financial analysis related to business opportunities and investments., • Develop the experience necessary for future advancement into senior financial leadership roles. Candidate Profile Required Qualifications • CPA strongly preferred., • 6–12 years of public accounting tax experience, ideally with a regional or national CPA firm., • Strong technical knowledge of federal and state tax compliance., • Experience with pass-through entities such as partnerships, LLCs, and grantor trusts, CLATs, SLATs, etc. Experience in real estate taxation or small business is highly desirable., • Excellent analytical, organizational, and communication skills., • Ability to work closely with others having diverse skill levels and personalities., • Ability to manage multiple tasks and competing priorities., • Take initiative and ownership over work and work in a fast paced work environment Preferred Background The ideal candidate is someone who has built a solid career in public accounting tax and is ready to transition into industry while expanding into accounting, treasury, and financial management. Prior Controller experience is not required. The CFO has developed efficient accounting processes and is committed to mentoring the successful candidate in the operational aspects of the role. Why Consider This Opportunity? • Unique combination of tax leadership and Controller responsibilities., • Direct interaction with the CFO and ownership leading to an accelerated learning curve of the real estate industry., • Opportunity to broaden your financial leadership experience., • Long-term career growth with increasing strategic responsibility., • Challenging work but still maintaining a work/life balance with path to partial remote work

Job Description Accountant / Family Office Associate Financial Administration & Reporting Location: Buffalo, NY (Hybrid) | Type: Full-Time Who We Are Nika Advisors is a boutique multi-family office and tax advisory firm serving high-net-worth individuals, closely held businesses, and the advisors who support them. As our clients' personal executive office, we advise on and administer their personal and business affairs. The Role We are seeking a tam member to own day-to-day bookkeeping and US GAAP financial reporting for a portfolio of client entities spanning real estate holdings, aviation assets, and investment partnerships. Working closely with Firm partners, clients' investment advisors, and outside CPA firms, you will ensure every entity's books are accurate, current, and audit-ready. Over time, the role is designed to grow beyond accounting into the broader family office service model: client administration, coordination with outside advisors, and hands-on execution across bill pay and vendor management, document and filings support, risk and luxury-asset oversight, and lifestyle and concierge support. As your role expands, you'll work directly with principals, external CPAs, attorneys, and investment advisors as a trusted extension of each client's team. This is a high-trust, detail-oriented position suited to someone who takes genuine pride in their work, thrives on variety, and is motivated to continually expand their knowledge. Above all, we're looking for someone who brings a high-touch, service-first mindset to every client relationship. What You'll Do • Maintain full-cycle bookkeeping (AP, AR, bank and credit card reconciliations, journal entries) across a portfolio of entities with real estate, aviation and investment holdings., • Prepare property-level and consolidated monthly, quarterly, and annual unaudited financial statements (balance sheet, income statement, cash flow) in accordance with US GAAP to be provided to principals and lenders., • Produce consolidated net worth reporting alongside clients' investment advisors., • Monitor cash activity and support liquidity management, including short and long-term cash flow forecasting. Including communicating funding needs for investments, capital commitments, and family expenditures., • Track capital calls, distributions, partner/member capital accounts, and allocations for investment and real estate partnerships., • Maintain fixed asset schedules and depreciation for aircraft and real property, including cost basis and capital improvement tracking., • Manage bill pay, accounts payable, and vendor coordination for client entities., • Prepare supporting schedules and work papers for outside CPA firms during tax return preparation and annual audits., • Collaborate with external tax preparers, legal teams, and investment advisors to support wealth transfer and estate planning., • Maintain organized, audit-ready document management and recordkeeping for each entity., • Identify process improvements and help build scalable reporting templates as the client base grows. What You Bring • Bachelor's degree in Accounting, Finance, or a related field; CPA, EA or MBA preferred., • 4-9 years of accounting experience with demonstrated US GAAP financial statement preparation., • Hands-on bookkeeping and financial statement experience across multiple entities or a multi-client environment (family office, CPA firm, Outsourced Accounting/Finance, or similar)., • Familiarity with partnership accounting (capital accounts, allocations, distributions) required., • Real estate and/or aviation asset accounting experience strongly preferred (depreciation, cost basis, property-level reporting)., • Proficiency with QuickBooks and/or similar accounting platforms, with advanced proficiency in Microsoft Excel and the Microsoft Office Suite., • Familiarity with AI tools, automation, and emerging technologies is preferred, particularly where they can be used to improve accounting workflows, reporting efficiency, and scalability., • Demonstrated ability to apply logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions, and recommend appropriate solutions., • Excellent verbal and written communication skills with the ability to collaborate effectively with principals, external advisors, property managers, lenders, and the broader team., • Highly organized with exceptional attention to detail and the ability to manage multiple entities and competing priorities without dropping the details., • High discretion and comfort handling confidential financial information for high-net-worth clients. Why Nika Advisors • A boutique, close-knit team where your work is visible and valued — not lost in a large firm., • Direct exposure to complex, varied entity structures and sophisticated clients., • A firm built on transparency and independence, with a culture that mirrors those values internally., • Competitive salary $70,000-$150,000, dependent on experience, plus comprehensive benefits. All candidates with experience in high-net worth / family office services will be considered, including those outside the years of experience and relative pay range noted in the posting Notice to Recruiters and Staffing Agencies: Nika Advisors LLC does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Services Agreement, Nika Advisors LLC will not consider or approve payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, Nika Advisors LLC explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to any employee of the firm, are deemed to be the property of Nika Advisors LLC. \nCompany Description See website www.nikaadvisors.com for details on the company and the services we provide to clients. See website www.nikaadvisors.com for details on the company and the services we provide to clients.

Job Description STATUS: Full time / Non-Exempt REPORTS TO: Director, Real Estate Lending LOCATION: Rochester, Syracuse, or Buffalo region COMPENSATION: The base salary for this position is $75,000 plus commission plus overrides (percentage of team's commission) plus annual management bonus**. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. **annual management bonus is subject to Board approval and organization performance HOURS: 37.5 hours per week SCHEDULE: The expected schedule for this position is Monday through Friday, 8:30AM-5:00PM. Position Summary The Mortgage Sales Manager is responsible for the overall success of First Mortgage originations at the credit union, including the administration, coordination and evaluation of the Mortgage Department policies, procedures, and processes. The Mortgage Sales Manager will lead the member experience effort in overall support of mortgage sales and collaboration with mortgage operations and other Summit Team Members. Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodation, as outlined below. • Responsible for achieving individual and Mortgage Department production goals., • Recruit, develop, and train Mortgage Loan Originators that generate high quality loans that are compliant with company policies, procedures, and pricing strategies., • Maintain a high level of knowledge regarding the current trends and economic conditions in real estate lending and servicing to ensure the credit union is maintaining a high level of service when compared to others in the financial services industry., • Ensure that a positive work environment and culture is fostered resulting in satisfied employees in accordance with the credit union’s mission statement and our team values., • Collaborate with other Summit Federal Credit Union team members including Branch Network, Summit Investment and Retirement Services and Business Lending., • Support the Sales and Service Culture at the credit union. Maximize the success of real estate lending and ensure that sales efforts are strongly encouraged and reinforced by management coaching and recognition., • Ensure that all mortgage staff are provided with adequate training and that their sales efforts are in accordance with the credit union’s philosophies. Sales should be based on members’ needs as part of an overall Sales and Service Culture., • Ensure adherence to all policies related to areas of oversight tasked to., • Ensure that up to date training, reference, and other appropriate material are available to assist the mortgage staff in the completion of their duties. Other • Participate in special assignments, project and committees as requested by the Vice President of Lending or Director of Real Estate Lending, • Provide a positive example to all areas in the credit union through his/her interactions with others., • Represents and promotes the credit union within the business community., • Establish and maintain networking relationships throughout the community through involvement and participation in business, social, community and/or political committees, Boards or other activities *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications Knowledge and Experience: • Must have 2+ years commensurate work experience required and 1+ years of comprehensive management and mortgage lending experience., • Must be familiar with the financial service industry. Must have 3-5 years’ experience in the financial industry., • Familiarity with lending regulations governing financial institutions, preferably credit unions is desired., • Current knowledge of FNMA underwriting and servicing rules., • Knowledge of Point of Sale and Loan Origination Systems (Empower, Encompass, etc.) Skills • Must possess excellent leadership, interpersonal and communication skills, • Strong organizational skills and attention to detail, • Solid presentation and public speaking skills, • Excellent computer skills, • In depth understanding of our products and services, • Excellent sales and service coaching skills, • Strong problem-solving skills Abilities • Ability to function effectively as a leader., • Ability to oversee planning and execution of new products and/or programs., • Ability to communicate both verbally and in writing at a professional business level., • Ability to work effectively under pressure and against strict time constraints., • Ability to operate a personal computer with the Microsoft Office suite, word processing, spreadsheet and data applications., • Ability to manage multiple priorities, • Ability to communicate effectively with large groups, • Ability to act independently, • Ability to make effective decisions in a reasonable time frame, • Ability to identify and correct areas of inefficiency, • Ability to manage and lead people Working Environment • Must be able to sit or stand for extended periods in an office setting., • Must be able to travel for business related matters. Training and Compliance Requirements • Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines. Licensure Requirements • In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. QUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Job Description As a Financial Professional with Vision Financial Group you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training programs and mentors. Requirements: • Candidate must be an excellent communicator with strong verbal and written skills, • Prior sales and/or business experience preferred, • Entrepreneurial mindset, • Strong desire to help others, • A strong network and active in the community Benefits of working with us: • Build their career with significant income potential, • Compensation you control and a competitive benefits package, • Personalized and comprehensive training and support, • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards\nCompany Description Vision Fincial Group is the MassMutual Firm in the geographic footprint covering Buffalo, Rochester, and Syracuse and their surrounding areas. MassMutual Founded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning. "Live Mutual" Vision Fincial Group is the MassMutual Firm in the geographic footprint covering Buffalo, Rochester, and Syracuse and their surrounding areas. MassMutual Founded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning.\r\n\r\n"Live Mutual"

Job DescriptionDescription: Carrier Process Equipment Group (CPEG) offers customers a comprehensive line of large industrial processing equipment for a wide variety of industries. By combining engineering expertise including high tolerance fabrication and assembly, we design and manufacture custom bulk processing equipment solutions. Please visit us at https://www.cpeg.com/ to see the full scale of our product lines and solutions including the diverse family of brands who make up our portfolio. We are looking for full-time Welders/Fabricators at our Tonawanda, NY location. In this role, you will play a crucial part in transforming raw materials into finished goods, using your skills in heavy industrial welding and fabrication to meet and exceed project specifications Responsibilities • Interpret blueprints, drawings, and technical specifications to determine welding requirements., • Operate manual or semi-automatic welding equipment in compliance with safety standards., • Fabricate and assemble metal structures and components according to project specifications., • Primary welding processes performed MIG, TIG, Flux Core, RMD., • Perform routine maintenance on welding equipment and tools to ensure proper functioning., • Inspect welded surfaces and structures to identify and repair defects., • Cut and shape metal materials using various cutting tools such as plasma cutters and oxy-fuel torches., • Collaborate with engineers and other team members to resolve fabrication issues., • Maintain accurate records of materials used and time spent on each project., • Ensure work is completed on time and meets quality standards., • Adhere to company and industry safety regulations during all welding and fabrication activities. Requirements: • High school diploma or equivalent., • Certification in welding (e.g., AWS Certified Welder)., • Minimum of 1 year of experience in large industrial welding and fabrication., • Proficiency in MIG, TIG, and stick welding techniques., • Ability to read and interpret blueprints, schematics, and welding symbols., • Strong knowledge of metal properties and best welding practices., • Experience with operating hand and power tools relevant to welding., • Ability to use measuring tools such as calipers, tape measures, and micrometers., • Strong attention to detail and quality assurance., • Physical stamina and the ability to work in various positions and environments., • Excellent hand-eye coordination and manual dexterity., • Basic math skills for measurements and calculations., • Strong problem-solving skills and ability to work independently., • Commitment to safety protocols and procedures., • Ability to lift heavy objects and materials as required. Competitive Benefits • Generous paid time off as well as 80 hours of holiday pay each year., • Ability to Become an Employee Owner. We offer an Employee Stock Ownership Plan (ESOP) because it’s a powerful, company-funded retirement plan at no cost to you., • Medical, Dental, and Vision Insurance. We provide a company contribution with Health Savings Account (HSA) participation., • Company paid Basic Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability coverage; Voluntary coverages such as additional life insurance, accident insurance and more., • Employee Assistance Program. Our EAP offers free, confidential support including legal and financial consultations, counseling services, estate planning, travel assistance, and work-life resources such as childcare, eldercare, and health advocacy., • Employee Referral Program bonus, Educational Assistance, Career Advancement - CPEG is 100% employee-owned and led by a dynamic executive team of talented individuals who have risen through the management structure., • Option to contribute to a 401k plan., • Cash Balance Pension Plan. We contribute to this retirement savings on your behalf—no employee contribution required. Combined with a guaranteed 4% rate of return, this means you receive a consistent and valuable retirement benefit every year. CPEG is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to actual or perceived: race (including traits historically associated with race, such as hair texture and protective hairstyles), color, creed, religion (including wearing attire, clothing or facial hair in accordance with the tenets of religion), sex (including pregnancy, childbirth or related medical conditions and transgender status), gender identity or expression, reproductive health decisions, familial status, national origin, physical or mental disability (including gender dysphoria and being a certified medical marijuana patient), genetic information (including predisposing genetic characteristics), age (18 and over), veteran status, military status, sexual orientation, marital status, certain arrest or conviction records, domestic violence victim status and any other status protected by law. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Job DescriptionDescription: Carrier Process Equipment Group (CPEG) offers customers a comprehensive line of large industrial processing equipment for a wide variety of industries. By combining engineering expertise including high tolerance fabrication and assembly, we design and manufacture custom bulk processing equipment solutions. Please visit us at https://www.cpeg.com/ to see the full scale of our product lines and solutions including the diverse family of brands who make up our portfolio. We are seeking a full-time Warehouse Clerk at our Tonawanda, NY location. The Warehouse Clerk is responsible for receiving, shipping, storing and distributing material, equipment and products within the facility, ensuring accuracy and timeliness of all job functions. Responsibilities • Assist shipping and receiving unloading trucks, checking in merchandise, matching purchase orders, • Read work orders, shipping orders or requisitions to determine items to be moved, gathered or distributed and/or shipped., • Move materials and items from receiving or storage areas to shipping or other designated areas., • Sort and place materials or items on racks, shelves or in bins according to predetermined sequence such as size, type, style, color or product code., • File requisitions, work orders or requests for materials, tools or other stock items., • Assemble customer orders from stock and place orders on pallets or shelves, or relocate orders to a holding area or fabrication department., • Mark materials with identifying information using appropriate method., • Open bales, crates and other containers., • Record amounts of materials or items received or distributed via appropriate ERP system., • Assist in counting of physical inventory., • Weigh and count items for distribution within plant to ensure conformance to company standards., • May be assigned facilities maintenance duties as needed, • Prepare parcels for mailing., • Performs related duties as assigned by supervision, • Safety and housekeepingRequirements:, • High School Diploma, or equivalent, • One year prior warehouse clerk experience, • SYTELINE ERP Experience is a plus, • Develop professional and process expertise to provide improved assistance to internal and external customers;, • Knowledge of the workplace safety system;, • Able to work under little supervision;, • Understands and able to utilize mathematical formulas required to perform job., • Able to use a level and tape measures;, • Knowledge of general manufacturing safety rules; proper use and handling of job related safety equipment;, • Able to safely operate forklift and overhead crane;, • Able to understand and carry out detailed written or oral instructions;, • Demonstrates team building, problem solving, communication, time management skills;, • Excellent communication skills both written and verbal; Competitive Benefits • Generous paid time off as well as 80 hours of holiday pay each year., • Ability to become an Employee Owner. This benefit is fully funded by the company—no employee contribution required—and builds value for you over time based on the company's performance. While results vary from year to year, the ESOP consistently delivers retirement benefits that exceed those of a typical 401(k) match., • Medical, Dental, and Vision Insurance. We provide a company contribution with Health Savings Account (HSA) participation. Flexible Spending Accounts (FSAs) are also available for healthcare and dependent care expenses, regardless of whether you are enrolled in a company medical plan., • Company paid Basic Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability coverage, along with supplemental Short-Term Disability coverage (company pays 50% of premium)., • Voluntary coverages such as additional life insurance, accident insurance and more., • Employee Assistance Program. Our EAP offers free, confidential support including legal and financial consultations, counseling services, estate planning, travel assistance, and work-life resources such as childcare, eldercare, and health advocacy., • Employee Referral Program bonus., • Educational Assistance., • Career Advancement. CPEG is 100% employee-owned and led by a dynamic executive team of talented individuals who have risen through the management structure., • Option to contribute to a 401(k) plan with flexible loan feature—invest in your future while keeping access to your funds if you need them., • Cash Balance Pension Plan. We contribute to this retirement savings on your behalf—no employee contribution required. Combined with a guaranteed 4% rate of return, this means you receive a consistent and valuable retirement benefit every year. CPEG Buffalo LLC is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to actual or perceived: race (including traits historically associated with race, such as hair texture and protective hairstyles), color, creed, religion (including wearing attire, clothing or facial hair in accordance with the tenets of religion), sex (including pregnancy, childbirth or related medical conditions and transgender status), gender identity or expression, reproductive health decisions, familial status, national origin, physical or mental disability (including gender dysphoria and being a certified medical marijuana patient), genetic information (including predisposing genetic characteristics), age (18 and over), veteran status, military status, sexual orientation, marital status, certain arrest or conviction records, domestic violence victim status and any other status protected by law. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Job DescriptionDescription: Carrier Process Equipment Group (CPEG) offers customers a comprehensive line of large industrial processing equipment for a wide variety of industries. By combining engineering expertise including high tolerance fabrication and assembly, we design and manufacture custom bulk processing equipment solutions. Please visit us at https://www.cpeg.com/ to see the full scale of our product lines and solutions including the diverse family of brands who make up our portfolio. We are looking for a full-time Mechanical Design Engineer at our Tonawanda, NY location. This is an onsite position that is involved with the development and complete engineering definition of products for fabrication in conjunction with sales proposals and customer input that perform in an efficient and reliable manner while satisfying customer needs. Responsibilities • Maintain specific knowledge of project-specific engineering schedule and elevate potential issues with the schedule and/or foreseeable conflicts or delays to supervisor, • Have specific knowledge of project routings and elevate potential issues to supervisor, • Actively participate in project kick-off meetings, • Have a complete understanding of project specifications and customer expectations., • Read and interpret P&ID (Process and Instrumentation Diagrams), • Identify discrepancies or lack of information in available project documentation to supervisor, • Understand and adhere to product design standards and guidelines, • Select and source common mechanical components, • Develop complete definition of mechanical components for communication to vendor for purchasing, • Create comprehensive 3D models to be used for design review and 2D fabrication drawing creation, • Understand and implement machine design practices including geometric dimensioning and tolerancing (GD&T), surface finishes, component fits, • Understand in-house fabrication and testing capabilities. Design products for manufacturability, • Utilize Syteline ERP as required throughout project, • Produce shop-ready drawings and bills of material for fabrication with clear and concise information and details, • Support production during fabrication and assembly phases of projects, • Identify Bill of Materials for product designs and select the proper components that meet the customer specifications, • Collect as-built information as required and track design updates to implement on future projects, • Understand and know how to apply common codes and standards ASME Piping and pressure Vessel code when required and seek support from Design Engineer for total compliance, • Manage multiple projects and balance requirements to keep all jobs on schedule, • Maintaining a dynamic array of tasks and the ability to prioritize through good time management skills, • Work with Project Engineers in a team environment to create conceptual designs to support sales and detailed designs as required Requirements: • Minimum 2 year degree in Mechanical Engineering or Mechanical Engineering Technology will be considered, • Bachelor's degree in Mechanical Engineering or Mechanical Engineering Technology from a 4-year accredited college or university preferred, • Experience with 3D modeling and 2D drafting using Autodesk Inventor (or similar 3D modeling software) design software and parametric modeling techniques, • Experience in complex custom equipment design, • Previous manufacturing floor and design exposure is a plus, • Two (2) years of fulltime verifiable experience in the field preferred Competitive Benefits • Generous paid time off as well as 80 hours of holiday pay each year., • Ability to become an Employee Owner. This benefit is fully funded by the company—no employee contribution required—and builds value for you over time based on the company's performance. While results vary from year to year, the ESOP consistently delivers retirement benefits that exceed those of a typical 401(k) match., • Medical, Dental, and Vision Insurance. We provide a company contribution with Health Savings Account (HSA) participation. Flexible Spending Accounts (FSAs) are also available for healthcare and dependent care expenses, regardless of whether you are enrolled in a company medical plan., • Company paid Basic Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability coverage, along with supplemental Short-Term Disability coverage (company pays 50% of premium)., • Voluntary coverages such as additional life insurance, accident insurance and more., • Employee Assistance Program. Our EAP offers free, confidential support including legal and financial consultations, counseling services, estate planning, travel assistance, and work-life resources such as childcare, eldercare, and health advocacy., • Employee Referral Program bonus., • Educational Assistance., • Career Advancement. CPEG is 100% employee-owned and led by a dynamic executive team of talented individuals who have risen through the management structure., • Option to contribute to a 401(k) plan with flexible loan feature—invest in your future while keeping access to your funds if you need them., • Cash Balance Pension Plan. We contribute to this retirement savings on your behalf—no employee contribution required. Combined with a guaranteed 4% rate of return, this means you receive a consistent and valuable retirement benefit every year. CPEG Buffalo LLC is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to actual or perceived: race (including traits historically associated with race, such as hair texture and protective hairstyles), color, creed, religion (including wearing attire, clothing or facial hair in accordance with the tenets of religion), sex (including pregnancy, childbirth or related medical conditions and transgender status), gender identity or expression, reproductive health decisions, familial status, national origin, physical or mental disability (including gender dysphoria and being a certified medical marijuana patient), genetic information (including predisposing genetic characteristics), age (18 and over), veteran status, military status, sexual orientation, marital status, certain arrest or conviction records, domestic violence victim status and any other status protected by law. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading. Our client, a well-established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical depth and direct client responsibility. The Work You will lead tax planning and compliance for HNW and UHNW individuals, families, and entities. That includes: • Designing and implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax, • Structuring trust instruments to support wealth transfer goals and minimize tax exposure, • Overseeing preparation and review of complex returns - personal, fiduciary (1041), estate (706), and gift (709), • Conducting technical tax research and resolving complex issues, • Serving as a primary relationship holder with clients - not just a reviewer in the background This is a client-facing leadership role. You will be visible, trusted, and accountable. What You Bring • 4+ years in tax planning, with meaningful time spent on trust, estate, and HNW work, • Background in a CPA firm, wealth management firm, or law firm - you understand the client profile, • Strong technical command of tax laws and a desire to continue your personal and professional development and growth., • CPA, JD, or EA required, • The ability to communicate complex concepts clearly to clients who are smart but not tax professionals, • A track record of mentoring staff and building toward results The Firm This is a firm with 30+ years of history in its market and a reputation built on client relationships, not volume. The culture is collaborative and people-focused. They have invested in building a successful remote infrastructure, and flexibility is genuine, not performative. This role is built for someone who wants to do sophisticated work, work with quality clients, and grow without relocating. To Be Considered Submit your resume ASAP. Qualified candidates will be contacted directly.

Job Description GHJ is looking for a High Net Worth (HNW) Tax Managing Director WHY we get up in the morning At GHJ, we foster a flexible, entrepreneurial environment so our people achieve their personal and professional goals. Our success is driven by retaining the best, diverse talent. We invest in our people and technology to deepen firm expertise and fuel sustainable growth. And we partner with our clients locally and globally to deliver innovative solutions. WHAT we believe GHJ works side by side with business leaders and nonprofit organizations to deliver responsive, high-impact advisory, tax and accounting solutions that drive real results. Headquartered in Los Angeles with offices in Buffalo, Denver, Orange County and San Jose and backed by our own dispersed workforce, GHJ meets clients where they are to help leaders achieve their strategic goals. THRIVING On Our Own Terms We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, GHJ measures success by the strength of our relationships, the quality of our impact and the integrity of our actions. The Firm’s independence allows us to make strategic choices to innovate, invest and evolve with purpose. Ultimately, GHJ values operational excellence, financial discipline and the courage to prioritize sustainability over size. Summary of Role: GHJ is seeking an accomplished High Net Worth (HNW) Tax professional with deep experience in serving high net worth individuals and their related entities. This position reports to the Tax Department Practice Leader. The Tax HNW Managing Director will be responsible for leading client engagements requiring individual, trust and gift tax expertise. The ideal candidate will have advanced technical skills in a variety of tax areas, along with well-developed and demonstrated management and supervisory skills. Administrative, leadership, and business development responsibilities are also key elements for this position. You will be responsible for: The Tax HNW Managing Director is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills, are required. Responsibilities include: • Managing the preparation and review of individual, trust and gift tax returns for high net worth individuals and their families;, • Performing technical tax review and approval of all tax returns of any complexity;, • Participating in client meetings and tax planning efforts for a variety of clients;, • Acting as a resource for tax preparers/specialists on specific tax issues and/or questions;, • Communicating to the appropriate firm personnel important tax and tax developments affecting the firm's clients;, • Managing governmental tax examinations; may represent the client before the appropriate taxing authorities;, • Supervising tax staff and providing on-the-job training;, • Working to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs;, • Maintaining a knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate;, • Participating in firm's practice development efforts through involvement with referral sources, community and industry activities.What we need from you:, • 10+ years of experience in public accounting (tax), demonstrating a proven ability in handling tax complexity, scope, and research., • Prior leadership of client engagements and supervisory experience of managers and staff., • Required exposure to Forms 1040 (Individual return), 1041 (trust return), 1065 (partnership/LLC return), 1120S (S corporation return), and 709 (gift return)., • Experience with forms 5227 (Split Interest Trust Information return) and 706 (Estate return) would be a plus., • Excellent oral & written communication skills., • Self-starter with the ability to work independently and use good judgment., • Strong interpersonal skills, • Creative thinker with entrepreneurial approach to client interactions, including tax planning and bringing value to clients., • Willingness to lead firm or tax department initiatives and be seen as a leader in the tax department. What skills & experience you’ll bring to us:, • Bachelor’s degree in Accounting, Business, or related equivalent., • Masters of Science degree in Taxation or a J.D. highly preferred, • CPA certification or active law license required. Seven decades, one enduring focus: our people and our clients. GHJ is a national independent advisory, tax and accounting firm that partners with businesses and nonprofit organizations to deliver clarity and confidence. Since 1953, GHJ has combined deep industry expertise with an entrepreneurial spirit to help leaders achieve their strategic goals. GHJ is headquartered in Los Angeles and serves clients nationwide, backed by its own dispersed workforce. With nearly 300 professionals and 25+ partners, the Firm provides senior-level expertise with deep industry capabilities in food and beverage, media and advertising, entertainment and nonprofit. GHJ is a top-ranking firm in the U.S. and member of HLB International. Through this global network, GHJ offers seamless access to resources in over 150 countries while remaining fiercely focused on client success. GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $192,900 – $347,100. Equal Employment Opportunity GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers. #LI-JN1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionDescription: At Good Carbon Co., we're redefining what it means to build and manage housing. We focus on creating sustainable, energy-efficient, and affordable multifamily communities throughout Western New York. From concept to completion, we're a team of innovators, builders, and changemakers—committed to doing work that's not only smart, but good. About the Role Good Carbon is seeking an experienced General Manager to lead Community, our property management and community operations division. This role has full responsibility for the division’s strategic direction, financial performance, operational execution, and organizational strength. Serving as the primary connection among property ownership, Good Carbon’s leadership, and Community’s operational teams, the General Manager will ensure the portfolio delivers consistent financial results, strong property performance, and an exceptional experience for owners and residents. This is an opportunity for an accomplished property management leader to shape strategy, strengthen operations, develop leaders, and build a scalable organization positioned for continued growth. What You'll Own Financial Performance and P&L Leadership • Own the division’s full P&L, including revenue growth, expense management, profitability, and net operating income., • Lead annual budgeting, monthly forecasting, financial analysis, and long-term capital planning., • Monitor portfolio performance and identify financial risks, trends, and opportunities., • Partner with Accounting and Finance to ensure accurate reporting, effective controls, and timely delivery of owner reporting., • Maintain competitive management-fee structures through regular market and pricing analysis., • Deliver reliable financial forecasts and clear recommendations to ownership and company leadership. Strategy and Growth • Establish and execute the division’s annual and quarterly strategic priorities., • Translate company vision into clear operating plans, measurable goals, and accountable execution., • Identify opportunities for portfolio growth, market expansion, and operational improvement., • Lead the expansion of property management operations into new markets when appropriate., • Strengthen the Community platform and brand through consistent performance and customer experience., • Use market trends, financial data, and operational insights to guide business decisions. Operational Performance • Maintain visibility into performance across the portfolio, including occupancy, revenue, expenses, maintenance, leasing, and resident experience., • Establish clear operating standards and ensure consistent execution across properties and teams., • Lead through scorecards, KPIs, forecasting, and structured performance reviews., • Partner across Property Management, Leasing, Maintenance, Construction, Curation, Finance, and other Good Carbon functions., • Build the systems, processes, and leadership capability needed for the division to perform without dependence on the GM’s daily involvement., • Ensure properties maintain strong standards for curb appeal, maintenance quality, safety, and overall operations. Leadership and Organizational Development • Build, lead, and develop a high-performing leadership team accountable for measurable results., • Coach leaders to independently manage their functions, solve problems, and develop their teams., • Strengthen organizational structure, succession planning, and leadership bench strength., • Partner with People Operations and Talent Acquisition on workforce planning, hiring, performance management, compensation, and employee development., • Foster a culture grounded in Good Carbon’s values of being Humble, Hungry, and Smart., • Ensure the right people are in the right roles and receive the clarity, coaching, training, and accountability needed to succeed. Owner and Company Relations • Serve as the primary point of contact for property owners and Good Carbon leadership., • Build owner confidence through strong performance, transparency, and proactive communication., • Present financial results, operational performance, risks, and strategic recommendations., • Lead discussions related to capital planning, property performance, management agreements, and portfolio priorities., • Ensure management agreements remain current and contractual obligations are fulfilled., • Protect the operational and reputational integrity of the Community platform. Risk, Compliance, and Resident Experience • Oversee risk management, insurance, safety, regulatory compliance, and business continuity planning., • Ensure compliance with applicable local, state, and federal requirements., • Maintain strong resident service, retention, communication, and issue-resolution standards., • Ensure effective leasing and marketing strategies support occupancy and revenue goals., • Support relationships with housing agencies and government programs, including Section 8, where applicable., • Implement proactive strategies that protect residents, employees, properties, owners, and the company. What Success Looks Like • Deliver predictable financial and operational performance across the portfolio., • Improve profitability, NOI, occupancy, and portfolio-level performance., • Provide owners and company leadership with accurate forecasts and clear visibility into results., • Build a strong leadership team capable of operating with accountability and independence., • Establish scalable systems and consistent standards across Community., • Strengthen owner confidence, resident experience, and the Community brand., • Position the division for sustainable portfolio and market growth.Requirements:, • Bachelor’s degree required; MBA or other relevant advanced degree preferred., • 8+ years of progressive experience in multifamily property or facilities management, real estate operations, or a comparable operating business., • At least 5 years of experience leading and developing managers or senior functional leaders., • Direct P&L ownership with measurable responsibility for revenue, expenses, profitability, budgeting, forecasting, and NOI., • Experience presenting business performance and strategic recommendations to property owners, company leaders, lenders, investors, or other senior stakeholders., • Experience scaling operations, strengthening organizational structure, and building leadership teams., • Experience using Yardi or a comparable property management platform to monitor financial and operational performance across a multifamily portfolio., • Strong understanding of multifamily operations, including property management, leasing, maintenance, resident experience, risk, and regulatory compliance., • Ability to interpret financial statements, identify underlying performance drivers, and convert data into action., • Demonstrated success creating accountability through metrics, operating rhythms, and performance-management systems., • Experience with portfolio expansion, new-market entry, or organizational growth is strongly preferred., • Demonstrated responsibility for a portfolio of approximately 1,500 or more residential units, or an operating business of comparable scale and complexity preferred

Job Description GHJ is looking for a Tax Senior / Supervising Senior Associate WHY we get up in the morning At GHJ, we foster a flexible, entrepreneurial environment so our people achieve their personal and professional goals. Our success is driven by retaining the best, diverse talent. We invest in our people and technology to deepen firm expertise and fuel sustainable growth. And we partner with our clients locally and globally to deliver innovative solutions. WHAT we believe GHJ works side by side with business leaders and nonprofit organizations to deliver responsive, high-impact advisory, tax and accounting solutions that drive real results. Headquartered in Los Angeles with offices in Buffalo, Denver, Orange County and San Jose and backed by our own dispersed workforce, GHJ meets clients where they are to help leaders achieve their strategic goals. THRIVING On Our Own Terms We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, GHJ measures success by the strength of our relationships, the quality of our impact and the integrity of our actions. The Firm’s independence allows us to make strategic choices to innovate, invest and evolve with purpose. Ultimately, GHJ values operational excellence, financial discipline and the courage to prioritize sustainability over size. Summary of Role: At GHJ, our Tax Practice is comprised of over 100 professionals, the majority of whom have post-graduate degrees in tax, law or business and have previously worked with “Big Four” accounting firms. Our dedicated tax team is specifically trained in dealing with complex tax issues for privately held businesses, including federal, state and local tax strategies, tax credit maximization, estate planning and international matters. We work with our clients to find appropriate solutions to maximize tax benefits and savings, providing sophisticated advice tailored for each client. We also provide our clients with the added bonus of having access to tax and industry resources that highlight emerging trends and inspire thoughtful discussions amongst peers and industry leaders through our events, blogs and publications. Our team prides itself on its ability to understand the strategic vision of our clients and work toward common goals while maintaining the proper level of independence. We see ourselves as more than just tax accountants; we want to be true advisors and collaborators with our clients. This position is a unique opportunity with tremendous growth potential for the right candidate. We are developing a high net worth (HNW) practice to address the needs of current and future clientele with strategic wealth preservation and planning opportunities. This position would be ideal for a candidate that wants to directly impact the growth of a specialized niche within an existing tax practice. You will be responsible for: • Review tax information submitted by client for completeness; meet with or call clients with questions., • Possesses knowledge of tax regulations in order to answer clients' questions., • Prepare or Review personal tax returns of various complexities Prepare or Review corporate, partnership, and S-CORP returns., • Prepare or Review amended returns of any variety and complexity., • Prepare or Review personal tax projections., • Respond to tax notices of any sort and preparation of initial drafts of any letters required., • Perform tax research projects., • Complete S-election and requests for accounting changes, as required., • Make adjusting entries and complete trial balances in order to prepare a tax return., • Prepare tax accruals as may be required in preparing corporate tax returns., • Works with confidential client matters; requires ability to keep matters confidential.What we need from you:, • Excellent oral & written communication skills., • Strong interpersonal skills, including proven experience liaising with clients., • Self-starter with the ability to work independently and use good judgment.What skills & experience you’ll bring to us:, • At least 3 years of experience in preparing individual, corporate and partnership tax returns including complex and specialized tax returns in compliance with individual and business federal and multi-state tax returns and at least one (1) year experience using computerized tax preparation, tax planning and tax research software., • Requires a Bachelors’ degree in Accounting, Business, or related degree., • Must also hold either a current and valid certified public accountant's license, or be working toward obtaining the license by taking and passing the California State CPA exam. Seven decades, one enduring focus: our people and our clients. GHJ is a national independent advisory, tax and accounting firm that partners with businesses and nonprofit organizations to deliver clarity and confidence. Since 1953, GHJ has combined deep industry expertise with an entrepreneurial spirit to help leaders achieve their strategic goals. GHJ is headquartered in Los Angeles and serves clients nationwide, backed by its own dispersed workforce. With nearly 300 professionals and 25+ partners, the Firm provides senior-level expertise with deep industry capabilities in food and beverage, media and advertising, entertainment and nonprofit. GHJ is a top-ranking firm in the U.S. and member of HLB International. Through this global network, GHJ offers seamless access to resources in over 150 countries while remaining fiercely focused on client success. GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $79,000 to $142,300. Equal Employment Opportunity GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers. #LI-JN1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Purpose: Five Star Bank’s Summer Associate Program is designed to develop the next generation of financial services professionals to help us advance our vision of being an independent, high-performing community bank. As a Wealth Management Summer Associate, you’ll support our Courier Capital team by assisting with investment research, financial planning, and client service. This internship provides a valuable opportunity to gain exposure to fiduciary responsibilities, investment advisory, and estate planning processes within a growing community bank environment. Responsibilities: • Assist with conducting investment research and analysis to support portfolio management, • Support the preparation of financial plans, client reports, and presentation materials, • Help coordinate client meetings and respond to routine client service requests, • Assist in reviewing estate planning documents and trust administration activities, • Participate in compliance and regulatory documentation as required, • Collaborate with team members to streamline administrative and operational processes What We’re Looking For: • Currently pursuing a degree in Finance, Economics, or a related field, with junior-level standing or higher preferred., • Candidates must be available to work a hybrid work model, 40 hours per week for the duration of the program starting in June., • Occasional travel within corporate footprint (Buffalo and Rochester) will also be required., • At least 1 year in one or more club(s), volunteerism efforts, or other activities outside of the classroom, • Strong analytical and problem-solving skills., • Excellent communication and collaboration abilities., • Proficiency in Microsoft Excel and financial modeling is a plus, • Interest in wealth management, financial planning, and investment advisory services, • Self-starter with a collaborative mindset and attention to detail, • Curiosity, initiative, and a desire to learn in a fast-paced environment., • Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example and serve in every facet of work. What You’ll Gain As a Wealth Management Intern at Five Star Bank, you’ll gain hands-on experience supporting financial planning, investment research, and client service activities. The program offers exposure to senior leadership and valuable mentorship opportunities, helping you build connections and insights that extend beyond the summer. Most importantly, you’ll work alongside seasoned professionals and have the chance to contribute to impactful work that makes a difference for our clients and our community. This job description is not exhaustive. The Summer Associate may be required to perform other duties as assigned. The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

Job Description Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time About the Opportunity A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business. This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy. The Role As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively. This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience. What You’ll Do Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients. Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings. Build and present multi-year tax projections, scenario models, and tax-saving strategies. Review individual and business tax returns, projections, and related planning opportunities. Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions. Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed. Stay current on tax law changes and proactively communicate relevant planning opportunities. Mentor tax staff and review analytical work completed by team members. Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through. What We’re Looking For CPA required; EA with a Master of Taxation may also be considered. 5+ years of public accounting tax experience. Strong background in individual, business, and high-net-worth tax planning. Experience working with dental, medical, professional service, or closely held business clients is highly preferred. Comfortable leading client conversations and explaining complex tax concepts in a practical way. Strong technical tax research skills and the ability to identify planning opportunities. Organized, deadline-driven, and able to manage multiple client priorities. Strong written and verbal communication skills. Interest in growing as a tax advisor, mentor, and future leader within the firm. Why This Opportunity Stands Out Real advisory work rather than being buried in compliance production. Direct ownership of client relationships and planning conversations. Flexible remote or hybrid work environment. Busy season hours designed to stay around 50 hours per week. Base salary of $110,000-$130,000+ plus bonus potential. Health, dental, life insurance, 401(k), and paid time off. CPE, licensing fees, advanced tax strategy training, and continuing education support. Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role. This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track. Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

Job DescriptionDescription: Position Summary The Regional Sales Manager is responsible for leading, developing, and expanding HUNT Mortgage's sales operations throughout the Buffalo/Niagara and Rochester regions while maintaining an active personal mortgage origination business. This is a producing management position requiring the individual to balance personal loan production with responsibility for regional sales performance, Mortgage Consultant development, recruiting, business growth, and relationship management. A primary focus will be increasing HUNT Mortgage's market penetration and mortgage capture rate among HUNT Real Estate Sales Professionals while building a high-performing team committed to exceptional customer service, professionalism, and production growth. The Regional Sales Manager will work closely with executive management, Mortgage Consultants, HUNT Real Estate leadership, and operational departments to achieve established business objectives. Key Responsibilities 1. Regional Sales Leadership & Production Management • Provide sales leadership and direction to Mortgage Consultants throughout the Buffalo/Niagara and Rochester regions., • Establish and monitor individual and regional production goals consistent with company objectives., • Review applications, written business, closed loan volume, pipeline activity, conversion rates, and overall sales performance., • Conduct regular individual meetings with Mortgage Consultants to review production, business development activities, challenges, and opportunities., • Develop strategies to improve productivity and performance among existing Mortgage Consultants., • Identify underperforming areas and implement action plans to achieve improvement. Promote accountability, teamwork, professionalism, and a results-oriented sales culture. 1. Personal Mortgage Production • Maintain an active Mortgage Loan Originator license and originate residential mortgage loans., • Develop and maintain a personal referral network and mortgage production pipeline. Meet established individual production expectations while fulfilling regional management responsibilities., • Provide borrowers with appropriate mortgage financing options and exceptional service. Maintain compliance with all applicable federal and state lending regulations and company policies., • Serve as a positive example of effective business development, customer service, and professional conduct. 1. HUNT Real Estate Relationship Development • Develop and maintain strong working relationships with HUNT Real Estate Regional Vice Presidents, Branch Directors, and Sales Professionals., • Implement strategies to increase the percentage of HUNT Real Estate transactions financed through HUNT Mortgage., • Work collaboratively with real estate leadership to identify opportunities for stronger mortgage engagement and improved capture rates., • Encourage consistent Mortgage Consultant participation in branch meetings, sales activities, training programs, and real estate events., • Promote HUNT Mortgage's financing programs, service capabilities, and value proposition., • Address relationship challenges proactively and constructively., • Foster a collaborative, One HUNT One Team culture throughout the assigned regions. 1. Recruiting, Training & Mortgage Consultant Development • Identify, recruit, and assist with onboarding qualified Mortgage Consultants., • Develop strategies to attract experienced originators and individuals with strong potential for success., • Provide ongoing coaching, mentoring, and professional development., • Assist new Mortgage Consultants in building referral relationships, developing business plans, and establishing productive sales habits., • Identify training needs and coordinate educational opportunities related to products, guidelines, sales techniques, and business development., • Support succession planning and the development of future sales leaders., • Participate in performance evaluations and personnel recommendations. 1. Business Development & Regional Growth • Develop and execute regional business plans designed to increase loan production, market share, and profitability., • Identify opportunities to expand relationships with real estate professionals, builders, financial professionals, and other referral sources., • Analyze regional market conditions, competitive activity, and emerging business opportunities., • Promote company mortgage programs and identify opportunities for additional products., • Collaborate with Marketing to develop effective regional campaigns, events, and sales initiatives., • Recommend strategies to improve customer acquisition, referral conversion, and retention. 1. Operational Collaboration & Compliance • Maintain productive working relationships with Processing, Underwriting, Closing, Secondary Marketing, and Compliance., • Assist in resolving escalated loan issues and identifying appropriate solutions. Reinforce expectations for complete loan applications, accurate documentation, timely communication, and quality submissions., • Promote adherence to company procedures, investor guidelines, and regulatory requirements., • Identify operational obstacles affecting sales performance and collaborate on practical improvements., • Ensure Mortgage Consultants conduct business ethically and in accordance with company policies. Requirements: Required Qualifications • Active Mortgage Loan Originator license, including authorization to originate mortgage loans in New York State, with required NMLS registration., • Demonstrated success in residential mortgage loan origination., • Strong knowledge of conventional, FHA, VA, USDA, and other residential mortgage products., • Experience in mortgage sales leadership, coaching, or team development preferred. Strong understanding of mortgage underwriting guidelines, lending regulations, and loan origination procedures., • Demonstrated ability to develop referral relationships and generate mortgage business., • Excellent leadership, communication, organizational, and problem-solving skills. Ability to balance personal production with management responsibilities., • Willingness to travel throughout the Buffalo/Niagara and Rochester regions. Performance Expectations Performance will be measured through: • Achievement of regional mortgage production goals., • Achievement of individual mortgage production expectations., • Improvement in HUNT Real Estate mortgage capture rates., • Mortgage Consultant productivity, development, and retention., • Successful recruiting and onboarding of new Mortgage Consultants., • Growth in referral relationships and market penetration., • Pipeline management, loan quality, and customer satisfaction., • Effective collaboration with HUNT Real Estate leadership and internal departments. Compliance with regulatory and company requirements. Position Objective The Regional Sales Manager is expected to be both a successful producing Mortgage Consultant and an effective sales leader who develops people, strengthens relationships, increases mortgage capture, and drives sustainable production growth throughout Buffalo/Niagara and Rochester. Additional Compensation Bonuses, Commissions

Job Description:\n\nDescription:\nAt Good Carbon Co., we're redefining what it means to build and manage housing. As a vertically integrated real estate company, we focus on creating sustainable, energy-efficient, and affordable multifamily communities throughout Western New York. From concept to completion, we're a team of innovators, builders, and changemakers-committed to doing work that's not only smart, but good. \n\nThis is a unique opportunity to build and lead the legal function of a growing company, with direct access to senior leadership and a broad role spanning real estate, clean energy, construction, finance, tax-credit transactions, and housing operations. The General Counsel will have meaningful influence on how Good Carbon grows, manages risk, and builds the infrastructure for its next stage of growth. \n\nRole Overview\n\nThe General Counsel is Good Carbon’s senior legal leader and a strategic advisor to the Chief Executive Officer, executive team, and business leaders. This role will build and lead a practical, responsive legal function supporting the company’s real estate, clean-energy, construction, financing, tax-credit, capital-raising, employment, compliance, and corporate activities. The General Counsel will bring strong technical legal capability, a transactional foundation in real estate closings and tax-driven transactions, and broad commercial judgment. The role will work directly with teams across the business, translate complex issues into clear options and recommendations, and personally handle core legal matters where the General Counsel’s expertise adds the most value. \n\nThe General Counsel is accountable for designing the legal function, building and developing the internal team, establishing repeatable processes, and assembling the right network of specialist advisors. When outside expertise is needed, the General Counsel will ensure that the resulting knowledge, standards, and processes are institutionalized so the company becomes more capable and less dependent on repeated external support.\n\nThe successful candidate will understand how legal, tax, commercial, operational, and financial risks interact; know when to act directly, delegate, escalate, or engage a specialist; and remain accountable for the quality, coordination, responsiveness, cost, and business alignment of the legal function. The General Counsel will provide candid, independent advice while remaining focused on Good Carbon’s objectives and long-term growth.\n\nKey Responsibilities\n\nStrategic Legal Leadership and Enterprise Risk\n• Advise the CEO, executive team, and business leaders on significant legal, commercial, governance, compliance, and reputational matters.\n • Evaluate legal risk in the context of business objectives, financial exposure, timing, and operational practicality; present clear options and recommended courses of action.\n • Participate in strategic planning, significant project reviews, financing and capital-raising discussions, and other leadership decisions where legal considerations are material.\n • Create an enterprise legal-risk framework that identifies material exposures, assigns ownership, establishes escalation thresholds, and tracks mitigation efforts.\n • Provide candid and independent advice, including challenging proposed actions when legal or business risk is not adequately understood or managed.\n • Monitor significant legal and regulatory developments affecting the company and communicate relevant changes to leadership and business teams.\n\nCommercial, Construction, and Project Contracts\n• Draft, review, and negotiate EPC agreements, construction contracts, subcontracts, development services agreements, professional services agreements, procurement and vendor agreements, confidentiality agreements, and settlement documents.\n • Advise project and operational teams on scope, change orders, milestones, payment rights, retainage, warranties, performance standards, delay, default, termination, and dispute-resolution provisions.\n • Evaluate and negotiate insurance, indemnification, limitation-of-liability, action-over, lien, waiver, and other risk-transfer provisions in coordination with project teams, lenders, brokers, insurers, and counterparties.\n • Develop and maintain standard agreements, fallback positions, clause libraries, approval matrices, and contracting playbooks.\n • Implement an efficient contract-review process that identifies accountable business owners, required approvals, accepted deviations, and continuing obligations.\n • Support contract administration and enforcement, including performance issues, payment disputes, defaults, cure rights, and negotiated resolutions.\n\nCorporate Governance and Entity Management\n• Oversee the formation, qualification, maintenance, restructuring, name changes, and dissolution of legal entities.\n • Prepare and maintain operating agreements, board and member resolutions, written consents, unit-transfer documents, ownership records, and other governance materials.\n • Advise directors, officers, managers, and members on authority, fiduciary obligations, approval requirements, conflicts, and governance procedures.\n • Maintain a complete and reliable entity-management system covering ownership, managers, officers, tax identifiers, registered agents, annual filings, publication requirements, and good-standing status.\n • Support corporate reorganizations, acquisitions, redemptions, investments, intercompany arrangements, and changes in management or ownership.\n\nFinancing, Capital Raising, and Strategic Transactions\n• Support corporate, project, and real estate financings, debt and equity capital raises, funding advances, investments, acquisitions, dispositions, and other strategic transactions.\n • Review and negotiate loan documents, security agreements, guarantees, promissory notes, UCC filings, subordination arrangements, lien waivers, consents, and closing deliverables.\n • Advise on securities-law considerations associated with private capital raising, including offering and disclosure materials, subscription documents, investor communications, applicable exemptions, and coordination with specialist securities counsel.\n • Lead or support legal diligence, negotiation, closing, and post-closing administration for real estate and other complex transactions, coordinating title, survey, tax, lender, investor, and specialist advisors.\n • Support the structuring, diligence, negotiation, underwriting review, closing, sale or transfer, and post-closing administration of investment tax-credit and historic tax-credit transactions, including investor arrangements, indemnities, guarantees, compliance obligations, and coordination with tax and accounting advisors.\n • Draft, review, and negotiate investor agreements, joint-venture agreements, strategic partnership agreements, co-development arrangements, and other agreements governing third-party business relationships.\n • Track investor consent rights, governance rights, reporting requirements, distribution provisions, funding commitments, and other continuing obligations.\n\nClean Energy, Real Estate, and Property Matters\n• Advise on legal issues affecting the development, construction, ownership, financing, and operation of clean-energy and related infrastructure projects.\n • Support compliance with applicable federal, state, and local contracting, labor, funding, ownership, and project-specific requirements.\n • Partner with project, finance, tax, and accounting advisors on incentives, tax credits, rebates, grants, cooperative structures, and lender or investor requirements.\n • Review project structures and contracting arrangements for consistency with funding requirements, tax-credit eligibility, compliance obligations, and operational responsibilities.\n • Draft, review, and negotiate leases, lease amendments, options, access agreements, property-management agreements, purchase and sale agreements, development arrangements, and related real estate documents.\n • Lead or support real estate acquisitions, dispositions, development, financing, title and survey review, diligence, and closings.\n • Advise Community and property-management teams on fair-housing compliance, leasing practices, reasonable accommodations, tenant screening and communications, collections, lease enforcement, evictions, and recurring landlord-tenant matters.\n • Establish standardized documents, escalation procedures, and outside-counsel relationships for tenant disputes, evictions, housing compliance, and other recurring property-management matters.\nEmployment, Disputes, Investigations, and Insurance\n• Partner with Human Resources on offer letters, employment agreements, confidentiality and restrictive-covenant agreements, separation documents, employee handbooks, workplace policies, hiring, performance management, discipline, termination, leave, accommodation, wage-and-hour, remote-work, and other employment matters.\n • Lead or support sensitive workplace investigations and coordinate responses to employee complaints, demand letters, agency correspondence, audits, and government inquiries.\n • Manage commercial disputes, payment claims, demand letters, contract defaults, mechanic’s liens, property claims, and settlement negotiations.\n • Assess legal position, financial exposure, operational impact, and settlement options for material disputes and direct litigation strategy and outside counsel.\n • Establish appropriate legal holds and document-preservation procedures for disputes, investigations, and regulatory matters.\n • Review insurance requirements and exclusions in project and commercial agreements and coordinate with brokers, Finance, and operating leaders on coverage needs, claims, and risk mitigation.\n\nPrivacy, Cybersecurity, and AI Governance\n• Maintain appropriate website, employee, and business privacy notices and advise on the collection, use, retention, disclosure, and protection of information.\n • Partner with Technology, Human Resources, and Operations on cybersecurity preparedness, incident response, investigation, notification, and contractual risk allocation.\n • Develop and maintain practical governance for company use of artificial intelligence, including acceptable-use standards, confidentiality and privilege, data privacy, intellectual property, human review, vendor and model risk, recordkeeping, and regulatory developments.\n • Review material AI-enabled tools, use cases, and vendor terms and translate emerging AI risks into clear policies, approvals, training, and operating controls.\n • Ensure vendors handling company or employee information are subject to appropriate confidentiality, security, data-use, and incident-notification obligations.\n\nCompliance and Continuing Obligations\n• Build and maintain a company-wide compliance framework identifying legal, regulatory, contractual, financing, investor, entity, insurance, tax-credit, incentive, housing, securities, and operating obligations across Good Carbon and its affiliated entities.\n • Establish clear owners, reporting requirements, calendars, documentation standards, escalation thresholds, and evidence of compliance for material obligations.\n • Coordinate compliance with loan covenants, investor and operating agreements, securities requirements, entity requirements, government and utility incentive programs, tax-credit requirements, affordable-housing and fair-housing requirements, and other continuing obligations.\n • Partner with Finance, Investments, People, Community, Curation, and Construct leadership to translate compliance requirements into practical operating processes and accountable business ownership.\n • Coordinate audits, certifications, regulatory submissions, required reporting, corrective actions, and responses to potential compliance failures.\n\nLegal Operations, Team Building, and Outside Counsel\n• Assess the legal capabilities required across the company and build an integrated delivery model combining a strong internal legal team, standardized processes, and a coordinated network of specialist outside counsel.\n • Recruit, develop, and lead the internal legal team and establish clear roles, service expectations, priorities, and accountability.\n • Develop efficient systems for legal intake, prioritization, contract status, approvals, entity records, transactions, disputes, regulatory deadlines, and continuing obligations.\n • Define which matters should be handled internally, owned by business leaders with legal support, or assigned to specialist counsel while retaining accountability for quality, cost, responsiveness, and business alignment.\n • Select, engage, and manage outside counsel based on subject-matter expertise, responsiveness, staffing, cost, and business fit.\n • Set matter scopes, budgets, billing expectations, and reporting requirements; review invoices and address unnecessary or duplicative work.\n • Convert useful outside expertise into internal standards, templates, playbooks, training, and repeatable processes so the company retains knowledge and avoids recurring dependence on external support.Requirements:• Juris Doctor from an accredited law school.\n\n• Active membership in good standing in at least one U.S. state bar, with the ability to satisfy any applicable in-house registration requirements.\n\n• At least 10 years of progressively responsible legal experience in a law firm, in-house legal department, or a combination of both.\n\n• Strong transactional experience with sophisticated real estate closings and tax-driven transactions, with the ability to coordinate tax, title, finance, lender, investor, and other specialist advisors.\n\n• Substantial experience drafting and negotiating complex commercial agreements and advising business teams on contract and operational risk.\n\n• Demonstrated knowledge of corporate governance, entity management, secured transactions, financing documents, and commercial dispute resolution.\n\n• Broad experience advising on legal matters relevant to real estate development and operations. Experience may include areas such as construction, project development, capital raising, securities, tax credits, employment, insurance, regulatory compliance, privacy/cybersecurity, or government matters. Deep expertise across all areas is not expected; the ability to identify risk and effectively engage and manage outside counsel and subject-matter experts is essential.\n\n• Demonstrated ability to build legal capabilities, institutionalize specialist knowledge, and develop teams, systems, templates, and repeatable processes.\n\n• Proven ability to manage multiple entities, projects, deadlines, and stakeholders in a fast-moving environment.\n\n• Excellent legal judgment, drafting, negotiation, analytical, and verbal communication skills.\n\n• Ability to communicate complex issues in plain language and provide decisive, commercially practical recommendations.\n\n• Demonstrated integrity, discretion, independence, responsiveness, and commitment t

Job Description Sinatra and Co. is pleased to announce a Floating Leasing Professional opportunity available for hire. At Sinatra we operate with the mindset of One Team, One Direction. When joining the team, you will be responsible for upholding this value as well as striving for professional growth and development. About Sinatra and Co. Founded in 2010, Sinatra and Co. is a family-owned business with a vested interest in serving our communities through value-add projects, historical restoration, and development opportunities. We excel in the management of various areas of real estate such as commercial and multi-family spaces. Something we also take pride in is heavily investing in our people—the driving force behind our operations. Our company culture focuses on striving for greatness and growing every team member involved in the vision. As part of the Sinatra team, you will be a part of a team committed to excellence both inside the office and out. About the Position Duties: • Collaborates with Property Management Team to handle all aspects of leasing apartments. Including meeting and screening prospective residents, showing apartment homes, closing the sale, processing applications in a timely manner, following-up with prospects, obtains signatures for completion of leases/paperwork prior to move-in, • Maintains an acceptable closing ratio, as well as meets or exceeds 90% follow-up requirement through our CRM platform, • Reviews unit availability regularly and ensures accuracy, • Monitors occupancy for units and other rentable items to meet or exceed budget expectations, • Places work orders both for residents as well as vacant units as needed, • Tours the property daily to ensure excellent curb appeal, removes trash and debris as discovered along path, • Walks every unit prior to showing, providing keys for move-in, or other applicable situations, • Opens and closes the office daily to include but not limited to refreshing bathroom/kitchen areas, clearing loose paperwork or files, organizing furniture, emptying trash receptacles, sweeping, mopping, cleaning surfaces with disinfected, and any other tasks that would contribute to a clean and orderly environment, • Maintains 100% completion in any additional training assigned through the Grace Hill platform, • Locates opportunities for review requests following positive interactions with residents or prospects, • Assists in marketing efforts such as outreach marketing, event planning, retaining a current market survey, and networking within the community., • Monitors marketing collateral and communicates needs with marketing department, • Maintains working knowledge of Fair Housing laws, rules, and regulations concerning apartment leasing and management, • Has ability to work a flexible schedule to include weekends, • Assists in renewal notification distribution and follow-up, • Completes any additional tasks assigned by Property Manager or other member of upper management., • Assists in resident retention efforts and other resident needs as applicable *This list is designed to be a brief description of typical job roles but does not encompass all requirements of the role that may arise from day to day. To excel in this role, a team player mentality will be required. Benefits: 401(k) and matching options Dental Insurance Employee Assistance program Employee Discount Program Health Insurance Life Insurance Paid Time Off Vision Insurance About the Applicant • Remains professional and positive when interacting with prospects, residents, and other team members, • Enjoys being a team player and operates in the best interest of the organization, • Is proactive and thinks outside of the box for leasing initiatives, resident events, and other workplace needs, • 3 years leasing experience in a garden-style apartment complex preferred., • Posses excellent telephone, written, and verbal communication skills., • Competent computer skills., • Yardi experience is preferred., • Must possess a valid driver’s license and reliable transportation., • Must be willing and able to travel to different properties as needed. Sinatra and Company is an equal opportunity employer. Selection of candidate will be based solely on merit and will be without discrimination based on age, sex, sexual orientation, race, religion, national origin, marital status, or disability.

Job Description Remote Tax AccountantAbout the Opportunity We are partnering with a growing CPA firm that is looking to add a Remote Tax Accountant to its team. This is an excellent opportunity for a tax professional who enjoys working with a variety of clients while maintaining the flexibility of a remote work environment. The firm serves closely held businesses, business owners, and high-net-worth individuals across a diverse range of industries. You'll work alongside experienced tax professionals in a collaborative environment that values quality client service, professional development, and work-life balance. What You'll Do • Prepare and review federal and state tax returns for individuals and businesses, • Prepare tax returns including: Individual (1040) Partnership (1065) S-Corporation (1120S) Corporation (1120) Trust & Estate (1041) • Assist with tax planning projects and year-end projections, • Research tax issues and communicate findings to clients and team members, • Respond to IRS and state tax notices, • Work directly with clients to gather information and answer questions, • Collaborate with partners, managers, and staff on client engagements Qualifications • 2+ years of public accounting tax experience, • Experience preparing individual and business tax returns, • CPA, EA, CPA Candidate, or MST preferred but not required, • Strong communication and client service skills, • Ability to manage multiple deadlines and priorities, • Experience with tax software such as CCH Axcess, UltraTax, Lacerte, ProSystem fx, Drake, or similar platforms Why Consider This Role? • Fully remote, • Diverse client base, • Reasonable busy season expectations, • Strong team culture, • Clear path for advancement, • Opportunity to work closely with firm leadership If you're a Tax Accountant, Tax Associate, Senior Tax Accountant, Tax Senior, CPA, EA, or CPA Candidate looking for a flexible remote opportunity, we'd love to connect with you. Apply today to learn more.

Job DescriptionDescription:Carrier Processing Equipment Group (CPEG) offers customers a comprehensive line of large industrial processing equipment for a wide variety of industries. By combining engineering expertise including high tolerance fabrication and assembly, we design and manufacture custom bulk processing equipment and custom fluid solutions. Please visit us at https://www.cpeg.com/ to see the full scale of our product lines and solutions including the diverse family of brands who make up our portfolio. We are looking for a Technical Project Coordinator at our Tonawanda, NY location to support the Hebeler-Howard Marten (HHM) division. This full-time, exempt position that supports the Project Management team in the execution of engineered equipment and fabrication projects from order receipt through shipment. This role assists with project planning, documentation control, schedule tracking, customer communications, and cross-functional coordination between Engineering, Manufacturing, Quality, Supply Chain, and Shipping. The successful candidate will develop project management and technical knowledge while helping ensure customer requirements, quality standards, and delivery commitments are met. This position may independently coordinate smaller projects or phases of larger projects under the guidance of a Project Manager. Please visit https://hebelerhowardmarten.com/ to see the products and capabilities of HHM. Schedule Monday-Friday, 8 a.m.- 5 p.m., Some remote work is possible. ESSENTIAL FUNCTIONS: • Assist Project Managers with the coordination and execution of customer projects., • Review customer purchase orders, specifications, and drawings to support project planning and execution., • Maintain project documentation and ensure customer and internal requirements are properly communicated., • Track project milestones and provide schedule updates to Project Managers and internal stakeholders., • Attend project kickoff meetings and assist with meeting preparation, action item tracking, and follow-up activities., • Coordinate communication between Engineering, Manufacturing, Quality, Purchasing, and Shipping to support project objectives., • Assist in identifying and communicating project issues, risks, and schedule impacts to Project Managers., • Support customer communications regarding project status, documentation requirements, and routine inquiries., • Review and maintain required quality documentation and turnover packages to ensure contractual requirements are met., • Coordinate customer deviation requests and documentation submissions for approval., • Assist with customer inspections, audits, witness testing, and facility visits as required, • Facilitate communication of production, drawing, and quality concerns to the appropriate departments for resolution., • Create and maintain project data within the ERP system, including part numbers, routings, and projec records., • Support supplier issue resolution through the preparation and submission of Material Rejection Reports (MRRs)., • Assist Shipping and Logistics personnel with project shipment documentation and related requirements., • Maintain records of continuous improvement suggestions and lessons learned from project execution., • Coordinate and independently execute smaller projects as assigned, under the guidance of the Project Management team.Requirements:, • Associate's Degree in Engineering Technology, Design, or a related field preferred., • Bachelor's Degree in a technical discipline is considered an asset., • 1 to 3 years of experience in project coordination, manufacturing, engineering support, or a related field, • preferred., • Experience working in a custom manufacturing, fabrication, industrial equipment, or power generation, • environment is an asset., • Experience interpreting engineering drawings and technical specifications is preferred., • Must be able to travel to Canada, • Ability to read and interpret engineering drawings, specifications, and technical documentation., • Strong organizational and time-management skills with the ability to manage multiple priorities., • Excellent written and verbal communication skills., • Strong attention to detail and follow-through., • Ability to work collaboratively across multiple departments., • Intermediate proficiency in Microsoft Oice applications, including Excel, Word, Outlook, and, • Adobe Acrobat., • Experience with ERP systems is preferred., • Ability to identify issues, gather information, and escalate concerns appropriately., • Desire to develop project management and technical expertise within a manufacturing, • environment., • Ability to function eectively in a fast-paced, deadline-driven environment. Competitive Benefits • Generous paid time off as well as 80 hours of holiday pay each year., • Ability to become an Employee Owner. This benefit is fully funded by the company—no employee contribution required—and builds value for you over time based on the company's performance. While results vary from year to year, the ESOP consistently delivers retirement benefits that exceed those of a typical 401(k) match., • Medical, Dental, and Vision Insurance. We provide a company contribution with Health Savings Account (HSA) participation. Flexible Spending Accounts (FSAs) are also available for healthcare and dependent care expenses, regardless of whether you are enrolled in a company medical plan., • Company paid Basic Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability coverage, along with supplemental Short-Term Disability coverage (company pays 50% of premium)., • Voluntary coverages such as additional life insurance, accident insurance and more., • Employee Assistance Program. Our EAP offers free, confidential support including legal and financial consultations, counseling services, estate planning, travel assistance, and work-life resources such as childcare, eldercare, and health advocacy., • Employee Referral Program bonus., • Educational Assistance., • Career Advancement. CPEG is 100% employee-owned and led by a dynamic executive team of talented individuals who have risen through the management structure., • Option to contribute to a 401(k) plan with flexible loan feature—invest in your future while keeping access to your funds if you need them., • Cash Balance Pension Plan. We contribute to this retirement savings on your behalf—no employee contribution required. Combined with a guaranteed 4% rate of return, this means you receive a consistent and valuable retirement benefit every year. Hebeler-Howard Marten Manufacturing LLC is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to actual or perceived: race (including traits historically associated with race, such as hair texture and protective hairstyles), color, creed, religion (including wearing attire, clothing or facial hair in accordance with the tenets of religion), sex (including pregnancy, childbirth or related medical conditions and transgender status), gender identity or expression, reproductive health decisions, familial status, national origin, physical or mental disability (including gender dysphoria and being a certified medical marijuana patient), genetic information (including predisposing genetic characteristics), age (18 and over), veteran status, military status, sexual orientation, marital status, certain arrest or conviction records, domestic violence victim status and any other status protected by law. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. • Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programs as we turn challenge into opportunity and complexity into success., • Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions., • We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier program, project and cost management offering in markets around the world. Job Description The Project Manager provides consulting services for our multi-use facility client account to help achieve the company's strategic business objectives. This job is part of the Project Management function. They are responsible for the management of projects from initiation through completion. Projects consist of both ground up and facility infrastructure construction projects. Role may require up to 50% travel regionally predominantly in the Eastern Time Zone. What You’ll Do • Manage all areas of project management for singular real estate projects. This includes planning, design, construction, occupancy, and closeout., • Work directly with clients to prepare all elements of the project. This includes the scope of work, project delivery resource requirements, cost estimates & budget, work plan schedule & milestones, quality control, and risk identification., • Define the project delivery resources from pre-qualified lists or through the project qualification process. Conduct a standard request for proposals, complete bid evaluations, and recommend resources to clients., • Implement project documentation governance that is aligned with company and client requirements., • Ensure project data integrity and documentation is accurate, timely, and coordinated., • Direct the project delivery team by providing guidance and direction to achieve goals., • Create action plans to meet objectives, budget, and schedule. Track the progress of each project and report status and variances., • Demonstrate ability to identify project threats and develop risk mitigation and contingency plans. Implement action plans to reduce or eliminate project risks., • Apply in-depth knowledge of standard principles and techniques/procedures to accomplish complex assignments and provide innovative solutions., • Coach others and share in-depth knowledge of own job discipline and broad knowledge of several job disciplines within the function., • Lead by example and model behaviors that are consistent with CBRE RISE (Respect, Integrity, Service, Excellence) values. Work to build consensus and convince others to reach an agreement., • Impact a range of customer, operational, project, or service activities within own team and other related teams.Qualifications, • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future, • Bachelor's Degree preferred with 5-8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. LEED AP, PMP, and/or CCM designation(s) preferred., • Ground up construction and MEP infrastructure experience is strongly desired., • Proficiency in MS Office Suite (Word, Excel, Outlook). Experience in Kahua or similar project management software and D365 or other Enterprise Resource Planning (ERP) platform., • Organizational skills with an advanced inquisitive mentality., • Sophisticated math skills. Ability to calculate mildly complex figures such as percentages, fractions, and other financial-related calculations. Additional Information The base salary range for this role is $115K-$125K USD. This range reflects the company's good faith estimate of the base salary for this position at the time of the posting. Final compensation will be determined based on factors including experience, skills, qualifications, and internal equity. In addition to base salary, employees may be eligible for bonuses and a comprehensive benefits package. SOX control responsibilities may be part of this role, which are to be adhered to where applicable. • Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance., • Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community., • Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list. Any speculative or unsolicited CV’s will be treated as a direct application., • It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Commercial Banking Middle Market Senior Relationship Manager is responsible for developing, managing, and expanding a portfolio of middle market commercial relationships by delivering comprehensive banking solutions that support clients' growth, operational, and strategic objectives. The Relationship Manager serves as the primary advisor to business owners, executives, and financial decision-makers, providing expertise in commercial lending, treasury management, deposits, and other commercial banking products and services. This role focuses on companies generally ranging from $20 million to $500+ million in annual revenue across diverse industrial, manufacturing, distribution, transportation, business services, not for profit organizations and corporate sectors. The Senior Relationship Manager is accountable for portfolio growth, credit quality, profitability, and client retention while partnering with internal subject matter experts to deliver superior client experience. Reporting Relationship Reports to the Commercial Banking Group Manager or the Senior Commercial Manager within the market. Primary Responsibilities Business Development • Develop and execute strategic business development plans to acquire new middle market relationships., • Identify opportunities through prospecting, centers of influence, community involvement, referrals, and existing client relationships., • Build and maintain strong pipelines to achieve annual loan, deposit, revenue, and fee-income goals., • Conduct comprehensive client and prospect discovery meetings to understand financial needs and strategic objectives., • Represent the bank within the local business community to enhance market visibility and generate new business opportunities. Relationship Management • Serve as the primary relationship manager for a portfolio of middle market commercial clients., • Develop deep client relationships with owners, CFOs, CEOs, controllers, and senior management teams., • Deliver consultative advice and customized financial solutions supporting growth, working capital, acquisitions, equipment purchases, real estate financing, treasury management, and risk management needs., • Coordinate internal resources to ensure seamless delivery of products and services., • Conduct regular client reviews to identify opportunities to deepen relationships and increase wallet share. Credit and Risk Management • Structure and negotiate commercial credit facilities, including lines of credit, term loans, equipment financing, owner-occupied real estate loans, acquisition financing, and other complex credit solutions., • Analyze financial statements, cash flow trends, industry performance, and borrower repayment capacity., • Prepare and present credit requests for approval in accordance with bank lending policies., • Monitor portfolio performance, covenant compliance, collateral position, and credit quality., • Proactively identify emerging risks and implement appropriate action plans., • Maintain adherence to all regulatory requirements, credit policies, and risk management standards. Treasury and Deposit Growth • Partner with Treasury Management professionals to deliver cash management, payment solutions, fraud mitigation tools, and liquidity management services., • Expand commercial deposit relationships and increase client utilization of treasury products., • Drive growth in non-credit revenue streams through integrated relationship strategies. Portfolio Administration • Maintain accurate client information, call reports, pipeline records, and portfolio data within CRM and banking systems., • Coordinate with Portfolio Management team for annual review completion, renewals, risk ratings, and monitoring requirements in a timely manner, in order maintain strong portfolio quality and low levels of criticized or classified assets. Team Collaboration • Collaborate with Credit, Treasury Management, Wealth Management, Capital Markets, and other banking partners., • Participate in strategic planning and market development initiatives., • Contribute to a high-performing commercial banking culture., • In some markets, this position may have direct reports, depending upon experience., • Mentor and coach Relationship Managers with less experience. Qualifications Education • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required., • MBA, Commercial Banking School, Credit Training Program, or other advanced banking education preferred., • All Applicants must be 18 years of age or older. Experience • Minimum of 7 years of commercial banking experience with demonstrated success managing middle market relationships., • Proven record of business development, portfolio growth, and credit underwriting., • Experience serving corporate and industrial clients with annual revenues generally between $20 million and $500+ million., • Experience structuring complex commercial credit transactions. Knowledge, Skills, and Abilities • Strong understanding of commercial lending, financial statement analysis, and credit risk assessment., • Knowledge of treasury management, cash management, and commercial deposit products., • Excellent relationship management and consultative sales skills., • Ability to negotiate effectively and influence decision-makers., • Strong presentation, communication, and networking abilities., • Demonstrated ability to manage multiple priorities and deadlines., • Proficiency in CRM systems, Microsoft Office Suite, and commercial banking technology platforms. Performance Expectations The Relationship Manager will be measured on: • New commercial relationship acquisition, • Loan portfolio growth, • Commercial deposit growth, • Treasury management revenue generation, • Overall portfolio profitability, • Credit quality and risk management, • Client retention and satisfaction, • Cross-sell and referral production, • Community and market engagement Leadership Competencies • Client Focus, • Business Development Excellence, • Strategic Thinking, • Financial Acumen, • Credit Discipline, • Relationship Building, • Collaboration, • Accountability, • Sound Judgment, • Results Orientation, • Ability to coach and mentor others Typical Portfolio • Middle market companies with annual revenues of approximately $20 million to $500+ million, • Commercial and industrial borrowers, • Manufacturing companies, • Distribution and logistics firms, • Transportation businesses, • Business service organizations, • Employee-owned and family-owned enterprises, • Not for profit organizations, • Private equity-sponsored middle market companies (as applicable)

Job Description Tax Accountant, CPA Location: Buffalo Employment Type: Full-Time Salary $125,000-$180,000 depends on your experience Signing bonus: YES THIS IS AN 100% IN OFFICE POSITION THIS IS NOT A REMOTE POSITION PLEASE DO NOT APPLY IF YOU DO NOT PLAN TO RELOCATE OR IF YOU ARE NOT LOCATED IN OUR MARKET About the Opportunity We are seeking a motivated and experienced CPA to join our growing accounting team in Buffalo, NY. This is an excellent opportunity for a tax professional who wants to build a long-term career with a firm that values professional growth, leadership development, and work-life balance. We are looking for someone with 3–8 years of public accounting tax experience who is eager to take ownership of client relationships, contribute to a collaborative team environment, and grow into a future leadership role within the organization. Responsibilities • Prepare and review a wide variety of federal, state, and local tax returns, • Conduct tax research and ensure compliance with current tax laws and regulations, • Assist clients with tax planning strategies and year-round advisory services, • Work directly with individuals, businesses, and high-net-worth clients, • Identify tax-saving opportunities and proactively advise clients, • Collaborate with senior leadership on complex tax engagements, • Mentor and support junior accounting staff as you grow within the firm, • Maintain strong client relationships through excellent communication and responsiveness Required Qualifications • Active CPA license required, • 3–8 years of public accounting tax experience, • Strong knowledge of federal and state tax regulations, • Experience preparing and reviewing complex tax returns, • Excellent analytical, organizational, and communication skills, • Ability to manage multiple deadlines during busy seasons, • Leadership potential and desire to advance into management Tax Forms & Filing Experience Candidates should have hands-on experience preparing and reviewing tax forms commonly handled by experienced CPAs, including: • Form 1040 – Individual Income Tax Returns, • Form 1120 – C Corporation Tax Returns, • Form 1120S – S Corporation Tax Returns, • Form 1065 – Partnership Tax Returns, • Form 1041 – Fiduciary & Estate Tax Returns, • Form 990 – Nonprofit Organization Returns (preferred), • Multi-state tax filings, • Quarterly estimated tax payments, • Payroll and sales tax filings, • K-1 preparation and analysis, • Experience with depreciation schedules, fixed assets, and tax adjustments Benefits We offer a highly competitive compensation and benefits package, including: • Competitive salary with performance bonuses, • Health, dental, and vision insurance, • 401(k) with company match, • Generous PTO and paid holidays, • Flexible scheduling and work-life balance, • Hybrid work opportunities, • CPA license and continuing education support, • Professional development and leadership training, • Clear path for advancement into management and leadership roles Growth Opportunity This role is designed for someone who wants more than just a job. We are looking for a future leader — an individual who is interested in growing into a management or leadership position as the firm continues to expand. If you are a driven CPA looking for a long-term opportunity with strong career growth potential, we encourage you to apply.

Job DescriptionDescription: At Good Carbon Co., we’re redefining what it means to build and manage housing. We focus on creating sustainable, energy-efficient, and affordable multifamily communities throughout Western New York. From concept to completion, we’re a team of innovators, builders, and changemakers committed to doing work that is not only smart, but good. About the Role Good Carbon is seeking an experienced General Manager of Curation to lead our real estate development function and move projects from post-acquisition through construction readiness. Reporting to the VP of Operations, this role is responsible for ensuring projects are properly scoped, designed, permitted, budgeted, and prepared for successful construction execution. The General Manager will lead the development team, manage a multi-project pipeline, strengthen development systems, and coordinate closely with Acquisitions, Construction, Finance, Legal, and Property Management. This role will also help integrate energy efficiency and clean energy infrastructure—including geothermal systems, battery energy storage systems, and other technologies—into project design and development planning. What You'll Own • Lead development activities from acquisition handoff through construction readiness., • Manage project timelines for design, entitlements, permitting, approvals, budgeting, and pre-construction planning., • Establish clear milestones and maintain visibility into project progress, risks, decisions, and resource needs., • Ensure development activities support company delivery schedules, financial goals, and portfolio priorities., • Manage multiple projects with concurrent deadlines and competing priorities. Construction Readiness and Project Handoff • Ensure projects are construction-ready with complete drawings, specifications, engineering documentation, budgets, schedules, permits, and approvals., • Establish and enforce development stage gates and readiness reviews., • Partner with Construction leadership to confirm constructability, cost accuracy, procurement considerations, and execution requirements., • Improve the quality and consistency of development-to-construction handoffs., • Minimize late design changes, incomplete documentation, and avoidable construction delays. Cross Functional and Development Coordination • Partner with Acquisitions to evaluate feasibility, project scope, site considerations, and early development risks., • Coordinate with Finance and Legal to align projects with underwriting assumptions, funding requirements, tax credits, incentives, and contractual obligations., • Work with Property Management to ensure development decisions support long-term operations and resident needs., • Provide company leadership with clear reporting on pipeline status, risks, decisions, and delivery readiness. Budget and Financial Alignment, • Develop and manage development budgets and pre-construction cost estimates., • Ensure project scope and design decisions remain aligned with underwriting assumptions and margin expectations., • Identify cost risks early and recommend design, scope, or delivery adjustments., • Partner with Finance on financial modeling, incentive planning, and funding compliance., • Track budget performance and improve the accuracy of development-stage forecasting. Energy Systems and Clean Technology • Incorporate energy efficiency, electrification, geothermal, battery energy storage, and other clean technologies into development planning., • Coordinate with Product, Engineering, Finance, and external specialists on system design, incentives, regulatory requirements, and operational considerations., • Ensure clean energy systems are incorporated into project documentation, budgets, schedules, and construction-readiness requirements., • Evaluate emerging energy technologies for potential use across the development portfolio. Team Leadership • Lead, develop, and hold accountable a team that may include development managers, project managers, and external consultants., • Establish clear roles, goals, performance expectations, and decision-making authority., • Coach team members and build internal capability in development management, project delivery, and clean energy integration., • Support workforce planning, recruiting, onboarding, and succession planning as the development pipeline grows., • Build a team capable of delivering consistent results without dependence on daily GM involvement. Consultants and External Stakeholders • Manage relationships with architects, engineers, consultants, permitting authorities, utilities, and other project stakeholders., • Establish clear scopes, timelines, budgets, and quality expectations for external partners., • Hold consultants accountable for complete and timely deliverables., • Develop consistent methods for selecting, evaluating, and managing development partners. Development Systems and Standards • Implement standardized workflows, documentation requirements, stage gates, reporting, and project-review processes., • Establish operating rhythms for pipeline reviews, milestone tracking, risk escalation, and decision-making., • Use development data and project metrics to improve predictability and performance., • Build scalable systems that reduce key-person dependency and support portfolio growth.Requirements:, • 8+ years of progressive experience in real estate development, construction, infrastructure delivery, or a related field., • Demonstrated experience leading projects from post-acquisition through construction readiness., • Experience managing integrated design, entitlements, permitting, budgeting, and pre-construction execution., • Experience delivering construction-ready packages that include complete drawings, specifications, budgets, schedules, permits, and engineering documentation., • Experience managing a multi-project development pipeline with concurrent deadlines and competing priorities., • Experience partnering across acquisitions, construction, finance, legal, design, and operational teams., • Demonstrated development budgeting, forecasting, and cost-control experience., • Experience managing architects, engineers, consultants, and other external partners against scope, schedule, quality, and budget requirements., • Experience implementing structured development processes, stage gates, project reporting, and milestone tracking., • Experience leading and developing project managers, development managers, or other professional team members., • Exposure to energy efficiency, electrification, high-performance HVAC, sustainability, or similar building systems., • Proficiency with project management, budgeting, scheduling, reporting, and document-management systems. Preferred Qualifications, • Experience with multifamily, mixed-use, commercial, affordable housing, adaptive reuse, or other complex development projects., • Direct experience with geothermal systems, battery energy storage systems, or advanced building-energy infrastructure., • Experience integrating energy incentives, tax credits, or decarbonization programs into project delivery., • Experience with MEP coordination and complex design integration., • Familiarity with capital stacks, development finance, incentive-backed underwriting, or funding compliance., • Experience building or scaling a development team., • Advanced degree in Real Estate, Engineering, Architecture, Construction Management, Business, or a related discipline., • LEED AP, PMP, PE, RA, AIA or comparable professional credential.

Job DescriptionDescription: Carrier Processing Equipment Group (CPEG) offers customers a comprehensive line of large industrial processing equipment for a wide variety of industries. By combining engineering expertise including high tolerance fabrication and assembly, we design and manufacture custom bulk processing equipment solutions. Please visit us at https://www.cpeg.com/ to see the full scale of our product lines and solutions including the diverse family of brands who make up our portfolio. We are looking for a full-time Quality Control Inspector at our Tonawanda, NY location. This is an onsite position that is primarily responsible for performing inspections, checks and tests for quality control for the manufacturing of products. The ideal candidate will be currently working toward their Certified Welding Inspector certification. The successful candidate will be required to obtain Level II Visual Testing (VT) certification. Schedule Monday-Friday, 7 a.m.-3:30 p.m., with 30-minute unpaid lunch. Responsibilities • Approves incoming materials by confirming specifications; conducting visual and measurement tests; rejecting and returning unacceptable materials., • Approves in-process production by confirming specifications; conducting visual and measurement tests; communicating required adjustments to production supervisor., • Endorses finished products by confirming specifications; conducting visual and measurement tests; returning products for re-work; confirming re-work., • Documents inspection results by completing reports and logs; summarizing re-work and waste; inputting data into quality database., • Utilizes gages, templates and other manufacturing aids to ensure that all products meet the established specifications for reliability and workmanship., • Keeps measurement equipment operating by following operating instructions, calling for repairs., • Maintains safe and healthy work environment by following standards and procedures, complying with legal regulations., • Update job knowledge by participating in educational opportunities; reading technical publications., • Working knowledge of ASME Code Pressure Vessel and Process Piping.Requirements:, • High School Diploma, or equivalent required., • Two (2) year college degree in related field and/or equivalent job experience in a manufacturing environment preferred., • Minimum two (2) to five (5) years’ experience in quality control preferred., • Experience with welding inspection and ability to obtain a CWI certification within 1 year of employment required., • Ability to read blueprints and P&ID, • Prefer the ability to read electrical schematics and identify electrical components., • Ability to read measurement devices such as rulers, micrometer and Vernier caliper, • Working knowledge of ASME Code Pressure Vessel and Process Piping, • Maintain a customer-focused perspective in all activities initiated to ensure that customer needs are successfully met., • Develop professional and process expertise to provide improved assistance to internal and external customers., • Excellent written and verbal communication skills., • Rely on instructions and pre-established guidelines to perform the functions of the job., • Proficient understanding of weights and measurements., • Math skills include, but not limited to, addition, subtraction, multiplication, division, fractions and decimals., • Knowledge of Microsoft Word, Excel and Outlook; as well as Adobe Acrobat and Windows., • Able to understand carry out detailed written or oral instructions., • Able to manage several projects at one time with frequent interruptions., • Able to function and concentrate in a busy, noisy environment. Competitive Benefits • Generous paid time off as well as 80 hours of holiday pay each year., • Ability to become an Employee Owner. This benefit is fully funded by the company—no employee contribution required—and builds value for you over time based on the company's performance. While results vary from year to year, the ESOP consistently delivers retirement benefits that exceed those of a typical 401(k) match., • Medical, Dental, and Vision Insurance. We provide a company contribution with Health Savings Account (HSA) participation. Flexible Spending Accounts (FSAs) are also available for healthcare and dependent care expenses, regardless of whether you are enrolled in a company medical plan., • Company paid Basic Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability coverage, along with supplemental Short-Term Disability coverage (company pays 50% of premium)., • Voluntary coverages such as additional life insurance, accident insurance and more., • Employee Assistance Program. Our EAP offers free, confidential support including legal and financial consultations, counseling services, estate planning, travel assistance, and work-life resources such as childcare, eldercare, and health advocacy., • Employee Referral Program bonus., • Educational Assistance., • Career Advancement. CPEG is 100% employee-owned and led by a dynamic executive team of talented individuals who have risen through the management structure., • Option to contribute to a 401(k) plan with flexible loan feature—invest in your future while keeping access to your funds if you need them., • Cash Balance Pension Plan. We contribute to this retirement savings on your behalf—no employee contribution required. Combined with a guaranteed 4% rate of return, this means you receive a consistent and valuable retirement benefit every year. CPEG Buffalo LLC is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to actual or perceived: race (including traits historically associated with race, such as hair texture and protective hairstyles), color, creed, religion (including wearing attire, clothing or facial hair in accordance with the tenets of religion), sex (including pregnancy, childbirth or related medical conditions and transgender status), gender identity or expression, reproductive health decisions, familial status, national origin, physical or mental disability (including gender dysphoria and being a certified medical marijuana patient), genetic information (including predisposing genetic characteristics), age (18 and over), veteran status, military status, sexual orientation, marital status, certain arrest or conviction records, domestic violence victim status and any other status protected by law. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Job DescriptionDescription: Carrier Process Equipment Group (CPEG) offers customers a comprehensive line of large industrial processing equipment for a wide variety of industries. By combining engineering expertise including high tolerance fabrication and assembly, we design and manufacture custom bulk processing equipment solutions. Please visit us at https://www.cpeg.com/ to see the full scale of our product lines and solutions including the diverse family of brands who make up our portfolio. CPEG Buffalo LLC is seeking a full time, on site Electrician. This role is responsible for various electrical installations as required to manufacture products to customer drawings, specifications, or other forms of instruction. This position will be located at our Tonawanda shop located at 2000 Military Road, Tonawanda NY 14150. Schedule: Monday - Thursday 6am - 4:30pm Job Duties: • Performs duties and responsibilities in compliance with CPEG ‘s Process Map for Production;, • Interprets and reads schematic wiring drawings, • Run Rigid conduit; bend and thread using hand and power tools;, • Pull and Terminate wire;, • Build Junction boxes to print;, • Basic mechanical skills;, • Safety and housekeepingRequirements:, • High School Diploma, or equivalent required;, • Vocational or Technical training in related area preferred;, • One year experience in Rigid Conduit / Cable Tray & Glands preferred., • 2-5 Years in an Industrial work environment preferred. Knowledge, Skills, and Abilities: • Maintain a customer-focused perspective in all activities initiated to ensure that customer needs are successfully met;, • Relies on instructions and pre-established guidelines to perform the functions of the job;, • Develop professional and process expertise to provide improved assistance to internal and external customers; basic problem solving skills;, • Able to understand electrical symbols;, • Able to cut and thread conduit to proper size;, • Able to identify the different fittings and their use;, • Able to assist in wire pulling;, • Able to make simple electrical connections;, • Able to calculate proper dimensions for conduit bending;, • Familiar with GreenLee one shot table top bender;, • Able to read and understand electrical schematics;, • Basic reading and comprehension skills;, • Able to understand and carry out detailed written or oral instructions;, • Basic Assembly Skills;, • Basic Mechanical Skills;, • Have excellent communication skills, both written and verbal;, • Able to understand proper handling of all paperwork required in department reporting;, • Basic math including, but not limited to, addition, subtraction, multiplication, division, fractions and decimals;, • Basic measuring devices and basic scales of measurement including but not limited to, tape measures, rulers, thermometers and machinist scales;, • Understands and able to utilize mathematical formulas required to perform job;, • Able to use a level and tape measures;, • Knowledge of general manufacturing safety rules; proper use and handling of job related safety equipment;, • Able to safely operate forklift and overhead crane;, • Able to obtain required material and fittings dictated by BOM;, • Able to determine special requirements (slope, expansion loops and designated walkways) from drawing;, • Demonstrates the safe operation of manual and power tools;, • Basic computer skills; Competitive Benefits • Generous paid time off as well as 80 hours of holiday pay each year., • Ability to become an Employee Owner. This benefit is fully funded by the company—no employee contribution required—and builds value for you over time based on the company's performance. While results vary from year to year, the ESOP consistently delivers retirement benefits that exceed those of a typical 401(k) match., • Medical, Dental, and Vision Insurance. We provide a company contribution with Health Savings Account (HSA) participation. Flexible Spending Accounts (FSAs) are also available for healthcare and dependent care expenses, regardless of whether you are enrolled in a company medical plan., • Company paid Basic Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability coverage, along with supplemental Short-Term Disability coverage (company pays 50% of premium)., • Voluntary coverages such as additional life insurance, accident insurance and more., • Employee Assistance Program. Our EAP offers free, confidential support including legal and financial consultations, counseling services, estate planning, travel assistance, and work-life resources such as childcare, eldercare, and health advocacy., • Employee Referral Program bonus., • Educational Assistance., • Career Advancement. CPEG is 100% employee-owned and led by a dynamic executive team of talented individuals who have risen through the management structure., • Option to contribute to a 401(k) plan with flexible loan feature—invest in your future while keeping access to your funds if you need them., • Cash Balance Pension Plan. We contribute to this retirement savings on your behalf—no employee contribution required. Combined with a guaranteed 4% rate of return, this means you receive a consistent and valuable retirement benefit every year. CPEG Buffalo LLC is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to actual or perceived: race (including traits historically associated with race, such as hair texture and protective hairstyles), color, creed, religion (including wearing attire, clothing or facial hair in accordance with the tenets of religion), sex (including pregnancy, childbirth or related medical conditions and transgender status), gender identity or expression, reproductive health decisions, familial status, national origin, physical or mental disability (including gender dysphoria and being a certified medical marijuana patient), genetic information (including predisposing genetic characteristics), age (18 and over), veteran status, military status, sexual orientation, marital status, certain arrest or conviction records, domestic violence victim status and any other status protected by law. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Job DescriptionAn independent opportunity for driven, self-motivated people ready to build something of their own. If you are someone who wants to be in business for yourself — but not by yourself — this may be exactly what you have been looking for. GIA Legacy Planning is a life insurance distribution agency helping families protect what they have built and plan for what is ahead. We work with independent agents across the US who are building their own books of business through a system that is already proven and already in motion. This is not a job in the traditional sense. There is no boss, no punch clock, and no ceiling. It is an independent contractor opportunity where your results are a direct reflection of your effort, your consistency, and your willingness to follow a system that works. WHAT MAKES THIS DIFFERENT You control your schedule — mornings, evenings, weekends, you decide 100% remote — serve clients across US from wherever you are most productive Warm inbound leads system in place — you talk to people who already raised their hand for coverage, so there is no cold calling You build a book of business that pays you on every policy you write, with an ownership model and overrides as you grow a team No ceiling on your income — your results are a direct reflection of your effort and consistency WHAT YOU WILL DO Connect with interested clients through our proprietary lead system — people who have already requested information about coverage Present life insurance and protection solutions tailored to each family's situation Follow our step-by-step system for consistent daily activity and follow-up Build and manage your own pipeline of active clients and referrals Grow at your own pace — whether part-time or full-time, the system adapts to your commitment level WHO THIS IS FOR You are self-motivated and do not need someone standing over you to get things done You have experience in sales, real estate, finance, customer service, or another client-facing role — insurance experience is not required You are a career changer or part-timer, Looking for something with real long-term upside You are coachable and willing to follow a proven system even if it is new to you You are ready to get licensed if you are not already (we will show you exactly how) WHO THIS IS NOT FOR You want a guaranteed paycheck regardless of effort You are not willing to follow a system or take direction You expect results without putting in consistent daily activity You want someone to hand you success without accountability If you are ready to take ownership of your income, your schedule, and your future — we want to hear from you. Apply now and a member of our team will reach out within 24 to 48 hours. IMPORTANT: This is an independent contractor (1099) commission-only opportunity. There is no base salary, guaranteed income, or employment relationship. Earnings depend entirely on individual performance, activity level, and consistency. Past results of other agents are not a guarantee of your results.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Are You an Athlete at Heart? Bring your competitive drive, discipline, and team mentality to a career in financial services. Northwestern Mutual's Buffalo District is looking for current and former athletes ready to channel that same drive into building a career and a practice of their own. Why Athletes Thrive Here The traits that make athletes successful in the field translate directly to this work: • Teamwork: Success here depends on collaboration, just like in sports — supporting teammates and clients toward shared goals., • Resilience: Athletes are used to facing setbacks and pushing through them, which matters when building a client base from the ground up., • Goal orientation: Setting and chasing targets is second nature — and directly translates to managing a book of business., • Discipline and time management: Balancing training, competition, and academics builds habits that carry over to managing a client portfolio and meeting deadlines., • Competitive drive: The instinct to be the best fuels continuous improvement and strong client service.About the Role As a Financial Advisor, you'll work with clients to understand their financial needs and build personalized strategies to protect their assets, income, and long-term security. You'll regularly review and update client plans to reflect changing circumstances, and grow your practice through referrals, community involvement, and professional networking. Responsibilities • Meet with clients to assess their financial protection and planning needs, • Design and implement tailored financial strategies, • Regularly review and update client financial plans and insurance policies, • Build a client network through referrals, community involvement, and professional associations, • Complete required training and obtain applicable state insurance licenses (support and sponsorship provided)What You'll Need, • Bachelor's degree in finance, business, or a related field preferred, but not required, • Prior experience in insurance, financial services, or business development is helpful but not mandatory, • Strong interpersonal and communication skills, with the ability to build lasting client relationships, • Backgrounds in competitive, business-development-oriented fields welcomed — including athletics, medical devices, education, logistics, solar, payroll services, tech business development, real estate, and auto rental, • Willingness to obtain required state insurance licenses — training provided, sponsorship consideredWhat We Offer, • Ongoing training and development, with sponsorship support for advanced certifications, • Performance-based compensation with commission, bonus opportunities, and unlimited earning potential, • Support from a dedicated planning team, marketing resources, and experienced mentors, • Flexibility to build a schedule around your goals, • Health and wellness benefits, a company-funded pension, and PFGF profit-sharing contributions, • The opportunity to build a meaningful practice while helping clients and families secure their financial futureOur thriving location: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Meet the Team: Nii Sowah - Managing Director after nearly 12 years with the firm, having grown from Associate Financial Representative into district leadership; he's also a certified coach and co-founder of the nonprofit Unite by Night. Ben Ross - Wealth Management Advisor and Growth Development Director, made the jump from Verizon retail management 13 years ago and now champions causes like The Ride for Roswell. John Bongiovanni, CFP® - Wealth Management Advisor, has spent 38 years building a practice that now serves 500+ clients across 20 states. Ryan O'Connor - Wealth Management Advisor that has built his own team-based firm managing $350 million in assets since joining in 2018 Ryan Preziosi - Wealth Management Advisor with an 11-year journey that started as an intern and grew into a full-time advisor career built on strong client relationships. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM or its subsidiaries.

Job Description An independent opportunity for driven, self-motivated people ready to build something of their own. If you are someone who wants to be in business for yourself — but not by yourself — this may be exactly what you have been looking for. GIA Legacy Planning is a life insurance distribution agency helping families protect what they have built and plan for what is ahead. We work with independent agents across Houston and all of Texas who are building their own books of business through a system that is already proven and already in motion. This is not a job in the traditional sense. There is no boss, no punch clock, and no ceiling. It is an independent contractor opportunity where your results are a direct reflection of your effort, your consistency, and your willingness to follow a system that works. WHAT MAKES THIS DIFFERENT You control your schedule — mornings, evenings, weekends, you decide 100% remote — serve clients across Houston and the surrounding Harris County area from wherever you are most productive Warm inbound leads — you talk to people who already raised their hand for coverage, so there is no cold calling Carrier-paid training and mentorship from agents who are actively producing right now You build a book of business that pays you on every policy you write, with an ownership model and overrides as you grow a team No ceiling on your income — your results are a direct reflection of your effort and consistency WHAT YOU WILL DO Connect with interested clients through our proprietary lead system — people who have already requested information about coverage Present life insurance and protection solutions tailored to each family's situation Follow our step-by-step system for consistent daily activity and follow-up Build and manage your own pipeline of active clients and referrals Grow at your own pace — whether part-time or full-time, the system adapts to your commitment level WHO THIS IS FOR You are self-motivated and do not need someone standing over you to get things done You have experience in sales, real estate, finance, customer service, or another client-facing role — insurance experience is not required You are a career changer or part-timer in the Houston area looking for something with real long-term upside You are coachable and willing to follow a proven system even if it is new to you You are ready to get licensed if you are not already (we will show you exactly how) WHO THIS IS NOT FOR You want a guaranteed paycheck regardless of effort You are not willing to follow a system or take direction You expect results without putting in consistent daily activity You want someone to hand you success without accountability If you are ready to take ownership of your income, your schedule, and your future — we want to hear from you. Apply now and a member of our team will reach out within 24 to 48 hours. IMPORTANT: This is an independent contractor (1099) commission-only opportunity. There is no base salary, guaranteed income, or employment relationship. Earnings depend entirely on individual performance, activity level, and consistency. Past results of other agents are not a guarantee of your results.

Job Description An independent opportunity for driven, self-motivated people ready to build something of their own. If you are someone who wants to be in business for yourself — but not by yourself — this may be exactly what you have been looking for. GIA Legacy Planning is a life insurance distribution agency helping families protect what they have built and plan for what is ahead. We work with independent agents across the US who are building their own books of business through a system that is already proven and already in motion. This is not a job in the traditional sense. There is no boss, no punch clock, and no ceiling. It is an independent contractor opportunity where your results are a direct reflection of your effort, your consistency, and your willingness to follow a system that works. WHAT MAKES THIS DIFFERENT You control your schedule — mornings, evenings, weekends, you decide 100% remote — serve clients across the US from wherever you are most productive Warm inbound leads system in place — you talk to people who already raised their hand for coverage, so there is no cold calling Carrier-paid bonuses and mentorship from agents who are actively producing right now You build a book of business that pays you on every policy you write, with an ownership model and overrides as you grow a team No ceiling on your income — your results are a direct reflection of your effort and consistency WHAT YOU WILL DO Connect with interested clients through our proprietary lead system — people who have already requested information about coverage Present life insurance and protection solutions tailored to each family's situation Follow our step-by-step system for consistent daily activity and follow-up Build and manage your own pipeline of active clients and referrals Grow at your own pace — whether part-time or full-time, the system adapts to your commitment level WHO THIS IS FOR You are self-motivated and do not need someone standing over you to get things done You have experience in sales, real estate, finance, customer service, or another client-facing role — insurance experience is not required You are a career changer or part-timer in the Houston area looking for something with real long-term upside You are coachable and willing to follow a proven system even if it is new to you You are ready to get licensed if you are not already (we will show you exactly how) WHO THIS IS NOT FOR You want a guaranteed paycheck regardless of effort You are not willing to follow a system or take direction You expect results without putting in consistent daily activity You want someone to hand you success without accountability If you are ready to take ownership of your income, your schedule, and your future — we want to hear from you. Apply now and a member of our team will reach out within 24 to 48 hours. IMPORTANT: This is an independent contractor (1099) commission-only opportunity. There is no base salary, guaranteed income, or employment relationship. Earnings depend entirely on individual performance, activity level, and consistency. Past results of other agents are not a guarantee of your results.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance At the Buffalo District of Northwestern Mutual, we don’t just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alex’s Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams. Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw 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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP®, CLU®, ChFC®, RICP®, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA®, CFP®, and Adam Jack, ChFC®, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Children’s Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan O’Connor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 1–4), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.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 PFGF—our 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. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Remote | Commission-Based | Uncapped Income + Owner Path The life insurance industry doesn't slow down when the economy does. Families need protection in every market, and the demand for insurance sales professionals is constant. The Pritchett Agency is looking for driven individuals ready to build a career, and eventually an agency, inside one of the most stable corners of financial services. We give you the system, the lead platform, the training, and the path. You bring the drive. Already licensed? You plug straight into our lead platform and start producing immediately, whether your background is in term life insurance, whole life insurance, indexed universal life, final expense, mortgage protection, or fixed and indexed annuities. As an independent agent inside our IMO, you keep the flexibility of running your own book while never building alone. We even have unique carriers to get you writing on day one. Not licensed yet? Most candidates are fully licensed in 7-10 days, and you're producing shortly after. What you get: • A clear path from producer to agency owner, with real agency building and sales leadership development along the way, • Leads and systems already built, so you're not starting from scratch, • Fast-track licensing support, • Training across core product lines and skills, including needs analysis, consultative selling, and cross-selling strategies that turn one policy into a lasting client relationship, • Commission-based pay with performance bonuses, no earning ceiling, • Remote, flexible schedule, • Direct mentorship from agents who've already built what you're building, and the business development instincts to keep growing once you get there As you grow, there's real opportunity to expand into retirement planning, estate planning conversations, and group benefits work with business owners, plus build the kind of client relationship management approach and lead generation engine that turns entrepreneurship into a legacy career. First-year producers following the system typically earn $45,000-$120,000. There is no income ceiling. How to Apply: Apply below, or watch our 8-minute overview: https://the.pritchettagency.com/careers/?utmsource=linkedin&utmmedium=paid&utmcampaign=jobs&utmcontent=2100190

Remote Sales Representative Compensation • Part-Time: $30,000–$60,000+ in your first year (approximately 15–20 hours/week), • Full-Time: $80,000–$180,000+ in your first year (approximately 30–35 hours/week), • Leadership and Ownership opportunities: $200,000+ Our compensation structure is 100% performance-based with no income cap. In addition to commissions, agents have opportunities to earn monthly bonuses, leadership promotions, profit sharing, and long-term ownership opportunities. What You'll Do • Meet virtually with individuals and families who have requested information about protecting their financial future., • Help clients choose insurance and financial solutions that fit their unique needs., • Work exclusively with warm, exclusive leads—no cold calling., • Build long-term relationships with clients through exceptional service., • Participate in ongoing coaching, mentorship, and leadership development., • Grow your own business while helping develop future leaders within the agency. What You'll Bring • Willingness to obtain a Life & Health Insurance License (we'll help you)., • Strong work ethic and self-discipline., • Coachable attitude with a desire to continuously improve., • High character, integrity, and professionalism., • Reliable computer, internet connection, and smartphone., • Desire to work remotely while maintaining a structured but flexible schedule. Why Agents Choose The Edson Agency • Exclusive industry-changing technology and digital products., • Warm, exclusive lead program with no cold calling., • Comprehensive training from day one., • Personal mentorship and leadership coaching., • Flexible schedule with the ability to work from anywhere., • Unlimited earning potential., • Performance-based promotions., • Paid incentive trips and leadership conferences., • Opportunity to build a long-term business and create residual income. About The Edson Agency At The Edson Agency, we believe your career should create more than just an income—it should create freedom, growth, and a lasting legacy. As a partner agency of Symmetry Financial Group, we help families protect what matters most through life insurance, mortgage protection, retirement planning, and wealth-building solutions. We combine exclusive digital products, industry-leading technology, and a proven lead system with world-class coaching to help people build successful businesses from anywhere. We aren't looking for people who simply want another job. We're looking for individuals who are coachable, competitive, growth-minded, and excited about becoming the best version of themselves while making a meaningful impact on the lives of others. No previous insurance or sales experience is required. We've helped professionals from education, healthcare, real estate, construction, hospitality, military service, and countless other industries transition into rewarding careers with us. If you're looking for a career where your effort directly determines your income, your growth, and your future, we'd love to meet with you. No agent's success, earnings, or production should be viewed as typical, average, or guaranteed. Individual results vary based on factors including effort, consistency, implementation of training, and client demand within your chosen market.

We’re hiring a Business Development Representative on behalf of our client - a growing independent wealth management firm. The Business Development Representative will play a pivotal role in supporting the firm’s continued growth by setting, qualifying, and confirming first appointments between prospective clients and the sales team. For many prospects, this will be their very first conversation with the firm. The ideal candidate is a polished, high-energy phone professional who makes a strong first impression and keeps a prospect’s excitement high all the way through to the meeting. The firm helps retirees and pre-retirees with retirement income, tax planning, and estate planning, and much of its new-client growth comes from educational workshops and dinner seminars, which puts this role right at the front of the growth engine. Core Responsibilities • Serve as the first point of contact for many prospects, creating a warm, professional first impression of the firm, • Confirm and qualify first appointments booked at dinner seminars and educational workshops, reaffirming each prospect’s interest in continuing the process, • Manage the confirmation, • process so every prospect receives all touchpoints, including phone calls, calendar invites, voicemails, texts, and Zoom links, • Pass key qualifying and prospect information to the sales team to maximize the chance each prospect becomes a client, • Call warm leads from drip campaigns to book first appointments, • Make manual follow-up calls to event attendees, • Keep prospect excitement, • high from the first conversation through to the meeting, • Act as a bridge between prospects and the sales team to drive alignment and smooth handoffs Candidate Profile Must-Haves • Experience making 50 or more business development calls per day, • Some financial advising or wealth management industry experience involving business development, • Ability to qualify a prospect while building genuine excitement for the upcoming meeting Preferred • Securities or insurance, • licensing preferred but not required Compensation and Benefits • Base salary of $65,000, • Quarterly performance bonus, • of up to $2,500 per quarter, based on KPIs Work Environment and Culture This is a full time, remote role Our client is a growing, advisor-led firm with multiple offices, where the team works closely together to turn first conversations into lasting client relationships.

Title: Account Director Salary: $90,000 - 120,000 Annually, Depending on Experience Location: Remote (U.S.) THIS IS A RETAINED SEARCH: PLEASE DON’T CONTACT ME/THE FIRM IF YOU’RE A RECRUITER About LegalFenix We are a growth-focused, strategic legal marketing consultancy built to serve law firms that want long-term, sustainable results. We are not an agency selling packaged marketing services. We are our clients' outsourced marketing leadership team. We sit on the client's side of the table, protect their investment, and make sure every dollar spent is aligned with measurable business outcomes. Our recommendations are dictated solely by client business goals. We take no kickbacks, no commissions, and no referral fees from any marketing agency. Our fiduciary duty is exclusively to the client, and that neutrality is the foundation of every fractional CMO engagement. We work exclusively with small to mid-sized, growth-minded, consumer-focused law firms: personal injury, family law, criminal defense, employment, and estate planning. To learn more, visit https://legalfenix.com. The Account Director Role The Account Director is the quarterback on the field. Our Fractional CMOs set the strategy, own the client relationship, call the plays, and manage budget and channel mix. You make sure every agency and vendor runs the right route(s), and you are the person who knows, with evidence, whether the play is working. Agencies report on visibility, traffic, and conversions. That is only half the story. You go into the client's CRM and follow marketing-sourced leads all the way through. Which ones qualified, which signed, which were lost, and why. You extract that into clear, strategic insight for your Fractional CMO, and turn it into direct, specific feedback for the agencies so they can optimize for cases that sign rather than volume that doesn’t. You are the primary point of contact for each agency and marketing vendor on your accounts. You work in close, daily collaboration with your Fractional CMO, and your client contact is primarily with the firm's in-house marketing staff. You do not carry managing partner or leadership strategy conversations (that belongs to the Fractional CMO). You are supported by a shared Account Manager and Project Manager who handle data entry, enrichment, and task coordination, so your time goes to validation, analysis, and judgment rather than pulling numbers. Benefits: • A $500 per month health insurance stipend will be provided, • A generous PTO policy + sick/personal days + federal holidays, • Performance-based bonuses tied to individual results and client retention, • A professional development budget for courses, books, conferences, and travel, • A flexible and understanding work environment for parents looking for flexibility Responsibilities 1. Fractional CMO Partnership and Escalation • Sync with your Fractional CMO weekly on the playbook and the calls being made, bring performance feedback the FCMO can act on, and carry their strategic adjustments to the agencies, • Run regular meetings with the client's in-house marketing staff, and raise important developments, issues, and escalations to the FCMO as they arise, • Escalate performance issues, strategic deviations, and unresolved blockers to the FCMO with context, supporting data, and a recommended path forward, • When intake disposition data is missing or not captured as intended, flag the gap to the FCMO and give the client specific feedback on what is missing and why it matters; for TOPS clients where it is in scope, cascade the gap to our TechOps team 1. Performance Analysis and Insight • Review each client's CRM data to trace marketing-sourced leads through qualification, closed-won (signed cases), and closed-lost, by channel and source, digging into closed-lost reasons to understand why leads did not convert, and into closed-won attribution to understand which channels and campaigns produce cases that actually sign, • Interpret agency and vendor reporting for paid search, paid social, SEO, and other direct-response channels, and reconcile what agencies report against what the CRM shows; evaluate brand and top-of-funnel efforts (linear and streaming television, broadcast, newsletters, community involvement) in aggregate, recognizing they are not measured with channel-level attribution, • Deliver a concise monthly insight brief to your Fractional CMO ahead of each account's performance review: what is working, what is not, the evidence, and your recommended action, • Validate the data entered and enriched by the Account Manager before it is used in any analysis or reporting, and own the accuracy of CMO data across HubSpot, Google Drive, and client scorecards, so client reporting reflects clean, verified data aligned with agreed KPIs 1. Agency Governance and Lead-Quality Feedback Loop • Serve as the primary point of contact for all agencies and marketing vendors across your assigned accounts, translating the Fractional CMO's direction into clear goals, priorities, and constraints for each agency, making sure every partner executes the strategy as intended, • Close the feedback loop with agencies on lead quality: why leads qualified, why they were disqualified (nonresponsive, no coverage, liability or fault issues, outside practice area), and which lead types are converting efficiently, • Hold every agency and vendor accountable to agreed-upon scope, deliverables, deadlines, and documented performance expectations; review and approve work product, • Pull in the Fractional CMO when a vendor issue shifts strategy, budget, or the client relationship This role requires incredible attention to detail, strong project management skills, and the ability to extract insights from marketing performance and CRM reporting. If that's you, please reach out to mandi [at] legalfenix.com, subject line ROAD, and only include the time you submitted your application in the body of the email. 1. Delivery Pacing and Quality Control • Translate strategy into clear tasks and timelines in HubSpot Projects, ensuring full visibility for the broader pod, • Forecast and track time against the estimates agreed with the FCMO, so LegalFenix delivers its contractual scope within allocated resources; flag variance early, • Lead, manage, and hold accountable the shared Account Manager and Project Manager resources, • Serve as the quality checkpoint for all work produced by agencies and internal resources before it reaches the client or the FCMO, and communicate breakdowns, missed deadlines, or quality gaps promptly, with a proposed resolution Requirements • 5+ years of legal marketing experience (consultancy, agency-side, or in-house at a law firm), • Demonstrated ability to analyze CRM and marketing performance data and turn it into clear, actionable recommendations, • Comfort working in lead and case data: qualification rates, sign rates, cost per signed case, closed-lost reasons, and source attribution, • Experience managing agencies and vendors and holding them accountable to scope, timelines, and results, • Working knowledge of paid search, paid social, and SEO deep enough to read, interrogate, and challenge agency reporting, • Working command of HubSpot, Google Analytics, Google Ads, Google Search Console, CallRail, and project management software, plus strong spreadsheet skills, • Clear, concise written communication; you can summarize what the data says for a senior audience in a page or less, • Excellent relationship management skills with agency partners and client marketing staff, • Available during general business hours (U.S.) Bonus Experience • Experience with legal intake and CRM platforms such as HubSpot, Lead Docket, Lawmatics, or Litify, • An understanding of law firm intake operations and how disposition data is captured, • Experience working with in-house personal injury, family, criminal, or general practice firms, • A background on the agency side or in client success or account leadership roles, • Familiarity with EOS/Traction and scorecard-driven operating cadences Please note that this job description is intended to provide a general overview of the position and is not representative of all responsibilities, duties, and skills required. LegalFenix is an equal opportunity employer. The position is located remotely in the United States. Relocation Assistance is not offered for this position. Applicants must be legally authorized to work in the United States.

Remote | Commission-Based | Uncapped Income + Owner Path The life insurance industry doesn't slow down when the economy does. Families need protection in every market, and the demand for insurance sales professionals is constant. The Pritchett Agency is looking for driven individuals ready to build a career, and eventually an agency, inside one of the most stable corners of financial services. We give you the system, the lead platform, the training, and the path. You bring the drive. Already licensed? You plug straight into our lead platform and start producing immediately, whether your background is in term life insurance, whole life insurance, indexed universal life, final expense, mortgage protection, or fixed and indexed annuities. As an independent agent inside our IMO, you keep the flexibility of running your own book while never building alone. We even have unique carriers to get you writing on day one. Not licensed yet? Most candidates are fully licensed in 7-10 days, and you're producing shortly after. What you get: • A clear path from producer to agency owner, with real agency building and sales leadership development along the way, • Leads and systems already built, so you're not starting from scratch, • Fast-track licensing support, • Training across core product lines and skills, including needs analysis, consultative selling, and cross-selling strategies that turn one policy into a lasting client relationship, • Commission-based pay with performance bonuses, no earning ceiling, • Remote, flexible schedule, • Direct mentorship from agents who've already built what you're building, and the business development instincts to keep growing once you get there As you grow, there's real opportunity to expand into retirement planning, estate planning conversations, and group benefits work with business owners, plus build the kind of client relationship management approach and lead generation engine that turns entrepreneurship into a legacy career. First-year producers following the system typically earn $45,000-$120,000. There is no income ceiling. How to Apply: Apply below, or watch our 8-minute overview: https://the.pritchettagency.com/careers/?utmsource=linkedin&utmmedium=paid&utmcampaign=jobs&utmcontent=2100191

Bilingual in Spanish and English Required General Statement of Duties: Sells features and benefits of apartment living to prospective and current residents. Achieves and maintains occupancy goals. Responsible for all phases of the leasing process. Supervision Received: Reports to Senior Occupancy Specialist Supervision Exercised: No supervisory duties required. FLSA: Non-Exempt Essential Functions of the Position: • Builds relationships with prospective and current residents and coordinates all phases of the leasing process: intakes, interviews, processing, preparation and distribution of applications., • Provides polished and professional sales tours of the model apartment, vacant apartments and community amenities., • Achieves tiered rent levels and occupancy goals., • Coordinates and prepares annual lease renewals and income re-certifications., • Updates daily turnover log, maintains waiting list, prepares weekly leasing reports and market study., • Prepares lease packages and supplemental documents for new move-ins., • Conducts new resident orientation., • Provides backup support to Occupancy Specialist., • Fosters a positive, active and collaborative relationship with residents, communities and associated agencies., • Enforces and adheres to company policies, rules and regulations., • Works patiently, professionally and cooperatively with residents and staff to provide high quality customer service., • Preserves and respects resident and applicant confidentiality. Minimum Qualifications: Education and Experience: Associates degree or equivalent work experience required. Two years sales/leasing experience desirable. Qualifications and Skills: • Attention to detail required., • Knowledge of subsidy regulations preferred., • Proficient in Microsoft Office and Excel., • Highly motivated and able to work independently., • Ability to handle resident or building emergency situations if needed., • Excellent organizational and interpersonal skills required., • Bilingual in Spanish and English required. Beacon Core Competencies required for all positions: Teamwork, Integrity/Ethics, Dependability, Customer Focus, Adaptability/Flexibility. Leasing Specialist Competencies required: Customer Service, Product Knowledge, Sales Skills, Communication, Internet Savvy. Compensation: $23.00 - $25.00 per hour Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Company Overview: Founded in 2004, Beacon Communities LLC is a privately-owned real estate firm that develops, acquires, invests in, and manages a wide range of multifamily housing. Beacon currently owns and manages approximately 150 properties including affordable housing, market rate housing, and mixed income-housing. Its developments range from new construction, to historic adaptive reuse, to the renovation of existing housing. At Beacon, we strive to make a difference in our residents' lives. We build outstanding communities that make enduring contributions to the vitality of our cities and towns. We create communities that serve a diverse cross section of our society. Our communities are healthy and vibrant. Why? Because they are planned with care, consideration, and compassion. Benefits Offered: At the core of Beacon Communities is the talent on our teams, and we are committed to taking care of our team members so they can deliver great experiences to our residents. That is why we are proud to provide competitive compensation and comprehensive benefits that support a healthy life for you and your family when you join our team. As a regular, full time employee at Beacon you can expect: • Health & Wellness Benefits. We offer plans for quality medical, dental, and vision coverage to all employees regularly scheduled to work a minimum of 24 hours or more per week. HSA/FSA options are also available., • Work-Life Balance. On top of offering 13 paid holidays per year, we have an attractive paid time off policy that includes vacation days, personal days, sick time, wellness days, summer flex time, volunteer days and early close Fridays., • Retirement planning. We offer a 401k program with a company match., • 100% Company-Paid Life Insurance. With affordable options to elect voluntary life, critical illness, hospital care or accidental injury coverage., • Access to an Employee Assistance Program (EAP), Childcare & Eldercare Support, Career Development and Advancement Opportunities and more! Beacon Communities LLC is an Equal Opportunity Employer that seeks a diverse pool of candidates. We are committed to a policy of equal employment opportunity without regard to race, color, ancestry, national origin, religion, disability, gender, gender identity, sexual orientation, age, veteran status or other protected class. All qualified applicants are encouraged to apply. Beacon Communities LLC participates in the E-Verify program.

Overview Reports to: Principal Works with: Production / Project Management · Estimating · Accounting Territory: Relationships managed nationally. Delivery in NY metro and tri-state, expanding through the Northeast corridor — Boston, Philadelphia, Washington DC. Location: New York metro. Client sites, job sites and headquarters visits required. Not a remote position. Engagement: Independent contractor for initial period, with conversion to full-time W-2 employment at 6 months (or earlier based on performance). Compensation: Base salary of $52,000 – $125,000 depending on directly relevant experience and demonstrated account-growth history, plus uncapped commission. Candidates at the higher end of the base range should be able to demonstrate ownership of significant revenue, measurable year-over-year account growth, and success expanding existing B2B relationships. About CORE Group CORE Group NA Inc. delivers highly managed trade services for construction and facilities management to multi-unit corporate clients — national and regional fast casual, restaurant, retail and hospitality brands across the Northeast and beyond. We are evolving from a traditional general contractor into a solutions platform focused on timely proposals, real schedules, preemptive communication, accurate billing and dependable execution. The opportunity You are not starting from zero. During your first weeks, the Principal will personally introduce you to CORE’s existing national clients. From there, you become the relationship owner responsible for managing, protecting and growing those accounts. This is a relationship management role with revenue responsibility. The priority is to understand each client’s business, identify expansion opportunities, and be the trusted point of contact when something needs attention. You will also help build the next stage of CORE’s National Accounts function. That includes developing selected new relationships across the Northeast and helping shape the CRM, account strategy and outreach cadence behind a growing book of business. What you’ll own • Manage and grow assigned national and regional client accounts., • Build relationships with multiple stakeholders inside each account so the partnership does not depend on a single contact., • Identify opportunities to expand existing clients into additional locations, services, departments and programs., • Take ownership of client escalations and coordinate with internal teams to drive resolution and preserve the relationship., • Develop targeted new relationships with multi-unit brands across the Northeast., • Maintain an organized CRM and pipeline with accurate stages, clear follow-up and dated next actions., • Work closely with Production / Project Management, Estimating and Accounting to support strong client communication and delivery. CORE’s Production team runs the projects and Estimating owns the estimates. Your role is to be the client’s trusted person inside the company. What we’re looking for We need someone who combines strong relationship instincts with enough technical exposure to speak credibly with construction and facilities professionals. We are intentionally broad about where that grounding can come from: • Construction — project management, estimating, construction management, general contracting or a trade, • Facilities management — multi-site facilities, capital planning or FM program management, • Building systems, materials or products — technical sales, specification or manufacturer support, • Engineering — civil, structural, mechanical, electrical or another built-environment discipline, • Real estate development — capital projects, owner’s representation or site development, • Architecture or design-build — where projects were carried into execution, • Program or project management — particularly multi-location rollouts You do not need to be the Project Manager or estimator. You do need enough technical fluency to understand conversations around schedules, drawings, scopes, RFIs, long-lead items, change orders and project issues. Ideally, you bring • A track record of personally managing and growing client accounts, • Experience in multi-location or multi-site commercial environments, • Strong executive-facing communication, relationship building and problem solving, • Experience handling difficult client situations or escalations while protecting the long-term relationship, • Comfort developing new business through networking, referrals, targeted outreach and industry relationships, • CRM discipline and the ability to work effectively in a growing environment where some processes are still evolving, • A valid driver’s license and willingness to travel to client sites, job sites and CORE headquarters as needed Experience with QSR, fast casual, restaurant, retail, hospitality, facilities management, construction programs or platforms such as ServiceChannel, ResQ or Corrigo is strongly preferred. Compensation & engagement Base salary is $52,000–$125,000 depending on directly relevant experience and demonstrated account-growth history, plus uncapped commission. Candidates at the higher end of the base range should be able to demonstrate ownership of significant revenue, measurable year-over-year account growth, and success expanding existing B2B relationships. First-year expected OTE ranges from $80,000 to $135,000+, with significant upside given immediate assigned accounts. The engagement structure begins on an independent contractor basis, with full conversion to W-2 employment at 6 months. Base salary is flexible depending on candidate caliber and track record. The role is based in the New York metro area and is not fully remote. Client sites, job sites and headquarters visits are required, with relationships managed nationally and delivery expanding through the Northeast corridor.

Title: Director of Product Management Location: Remote – Candidates must be able to work Pacific Time zone hours. Hanwha Vision is a global leader in video surveillance and physical security technology, part of the Hanwha Group. Our Software Solutions organization builds the products that power video management, access control, AI, and cloud security for customers worldwide, including BLAZE, our unified VMS, Access Control, and Direct-to-Cloud platform. We work across a globally distributed team spanning our US operations and Korean headquarters to ship products that protect people, buildings, and businesses. Hanwha Vision is hiring a Director, Product Management to own our Access Control product line. This is a player-coach role: you will manage a team of product managers while remaining deeply hands-on with roadmap, requirements, and day-to-day execution. We have significant new capability to build, including the buildout of BLAZE Access Control as part of our Unified Platform consolidation, and we need a leader who can both set direction and personally drive features from concept through launch. You will own the strategy, roadmap, and execution for our Access Control portfolio, spanning cloud-managed software and hardware, and will work closely with engineering (US and Korea), UX, sales, channel partners, and Korean HQ stakeholders. This role reports to the Head of Software Product Management and manages a team of product managers supporting Access Control. Key Responsibilities: Product Strategy and Roadmap • Define and own the product vision, strategy, and multi-year roadmap for Hanwha Vision's Access Control line, including its integration into the unified BLAZE platform, • Develop and defend prioritization frameworks that balance customer needs, SI/channel partner requirements, technical feasibility, and business objectives, • Represent Access Control in company-wide platform planning alongside Video, Direct-to-Cloud, and Agentic AI workstreams Hands-On Execution • Personally author PRDs, user stories, and detailed requirements for priority features, particularly where the team is still building foundational capability, • Manage the end-to-end product lifecycle from discovery through delivery, working directly with engineering in daily standups and sprint planning, not just at milestone reviews, • Stay close to escalations, hard deployment dates, and critical-path items, and be willing to dig into the details personally when a launch is at risk Domain and Technical Depth • Bring hands-on depth across the access control stack: mobile and multi-factor credentialing (BLE/NFC, PKI-based credentials), high-availability controller architectures and failover/degraded-mode behavior at scale (multi-site, thousands of doors), and convergence use cases that tie access events to video and analytics, • Make and defend architecture trade-offs for edge, server, and cloud-managed deployments, including how identity, policy, and event data synchronize across hybrid topologies with intermittent connectivity, • Guide how AI and agentic capabilities (for example, anomaly detection on access patterns, automated credential lifecycle management, forensic investigation support) get incorporated into the access control roadmap as part of BLAZE's broader Agentic AI direction Team Leadership • Manage, coach, and grow a team of product managers, setting clear goals and reviewing their roadmaps and requirements, • Model rigorous product craft (customer discovery, PRD quality, metrics discipline) for the broader team, • Balance team capacity against a demanding roadmap, and know when to step in individually versus delegate Customer and Market Insight • Lead customer discovery, interviews, and win/loss reviews with SI partners, integrators, and end customers (education, healthcare, commercial real estate, government), • Conduct competitive analysis across the access control landscape to inform positioning and roadmap, • Define and track success metrics (adoption, channel activations, deployment health) and report on product performance post-launch Cross-Functional and Cross-Regional Collaboration • Serve as the subject-matter authority on Access Control for sales, marketing, and executive stakeholders in both the US and Korea, • Support go-to-market planning, sales enablement, and partner-facing materials, including pricing and licensing structure input, • Communicate roadmap and trade-offs clearly across a bilingual, cross-cultural organization spanning US operations and Korean HQ Qualifications: Required • 8+ years of product management experience, including 2+ years directly managing product managers, • Hands-on product management experience in access control, physical security, or a closely related B2B hardware/software category (video surveillance, IoT security, building technology), • Proficient knowledge of access control concepts: credential types, controllers/readers, access levels and schedules, RBAC, and either on-premise or cloud-managed (ACaaS) deployment models, • Demonstrated ability to operate at both strategic and tactical altitude, comfortable writing a PRD one day and presenting roadmap to executives the next, • Track record of shipping B2B hardware-attached software products through a full lifecycle, from discovery to GA to post-launch iteration, • Strong written and verbal communication skills, with experience presenting to executives and cross-functional stakeholders, • Bachelor's degree in a related field or equivalent experience Preferred • Experience with OSDP/Wiegand protocols, ONVIF standards, or SI/channel-partner go-to-market models, • Experience integrating or unifying multiple product lines onto a common platform, • Familiarity with cloud architecture and hardware-software bundling strategies, • Experience working with distributed teams across US and Asia-Pacific, including comfort with async collaboration across time zones, • Korean language proficiency is a plus, though not required, • MBA or advanced technical degree Physical Demands: • Sitting/Travel: The role requires extended periods of sitting, including time spent traveling by car or plane, attending meetings, and working on a laptop or mobile devices while in offices, client locations, or remote settings. The position also involves periods of standing and walking during client visits and events. Hanwha Vision America provides equal employment opportunities to all employees and applicants for employment. It 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.

The Role: Lead Engineer At Domain Money We're looking for a full-stack Lead Engineer to own large product and infrastructure projects across our planning platform, for our clients and the financial planners who serve them. You'll work directly with our executive team and senior leadership as you design systems, ship production software, and raise the quality and velocity of the engineering team. You'll build AI features that help our CFPs work more efficiently and serve their clients better, and you'll use AI in your own work every day. The field changes month to month, so we expect you to keep current on your own and share what you learn across product and engineering. You'll make the engineers around you better through code review and pairing, and do the same for our coding and review agents. The role is remote, with a strong preference for West Coast hours, and reports directly to our VP of Engineering. What you'll do with us • Own major product and platform initiatives from problem definition through design, implementation, rollout, and operation., • Turn product requirements into simple technical plans and make the trade-offs explicit., • Break large projects into shippable increments, define scope with product and business stakeholders, and release secure, tested code behind feature flags., • Design AI features with clear evaluation criteria, privacy boundaries, human review paths, and monitoring., • Improve reliability and performance through test automation, observability, and CI/CD., • Keep our applications secure, with the access control, auditability, and data handling that client financial data requires., • Work closely with product, design, financial planners, and leadership to make technical decisions that balance client value, compliance, speed, and long-term maintainability., • Be a force multiplier for the engineers and coding agents you work with, through code review, pairing, and improving the skills, context, and workflows our agents rely on. What will set you apart • 6+ years of professional software engineering experience, including ownership of complex full-stack systems in production., • Proficiency in TypeScript, React, Next.js, and Node.js., • Solid Postgres skills, including data modeling and query performance., • Experience deploying and running services on AWS., • You've shipped customer-facing AI features to production., • Fluency with AI-assisted development. You know the tools' limits and keep a high bar for what you ship with them., • Strong technical judgment around architecture, product risk, security, technical debt, and when speed is worth the trade-off., • Clear written and verbal communication., • Start-up experience, and comfort making practical trade-offs with a small team., • Financial services or FinTech experience is a plus. Tech Stack • Frontend: Typescript, React, Next.js, • Mobile: Swift (iOS), • Backend: Typescript, Node.js, Express, Postgres, Redis, AWS, • Other tools: GitHub, Datadog, Jira, Claude Code Who we are We are a scrappy, well-funded, proven team of technology, product, data, and design experts. We know how to bring complex, regulated products to market. We built industry-leading products such as Marcus by Goldman Sachs and Clarity Money. We have a culture that values being transparent, honest, and agile. A place where challenging convention is welcome and discussion is encouraged. No one said it was easy to build something new, but we also know that mutual respect and collaboration will get us there in a way that makes work satisfying and fun. What we do At Domain Money, we provide flat fee financial planning using a technology enabled platform. Our financial planning technology is highly differentiated from plans typically provided by companies like eMoney, MoneyGuidePro or RightCapital. Rather than sixty pages of statistics and charts, our plans are highly readable and give clients clear actionable steps based on their stated goals and what is achievable based on their lifestyle. Utilizing our unique proprietary technology, our AI platform is able to turn a client's documents into a highly personalized financial plan. In addition to financial planning, we provide tax planning and filing services, estate planning and investment management services. We offer investment management through the custodian, Altruist. Who is behind us Michael Kitces is on our board. Joe Duran is an advisor. We're honored to have attracted leading financial services investors who have backed innovative companies such as Betterment, Venmo, NerdWallet and Square. These investors include Bessemer, Maveron, RRE, Marc Benioff and Joe Lonsdale. Benefits • Meaningful equity, • Market pay, • Comprehensive health coverage, • 401k plan, • Technology allowance, • PTO, • Super fun, in-person team & company events, • Chance to re-invent financial planning for the mass market Submit your resume now for immediate consideration!

Financial Professional (Please note: This role is typically hybrid, remote, or in-person depending on your location and the needs of your local office.) Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation³, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555⁴. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations⁶: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients⁷ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force⁸, • #1 largest mutual insurer in the U.S.⁹ (Please note: This role is typically hybrid, remote, or in-person depending on your location and the needs of your local office.) *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. 6. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition. 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027)

Remote | Commission-Based | Uncapped Income + Owner Path The life insurance industry doesn't slow down when the economy does. Families need protection in every market, and the demand for insurance sales professionals is constant. The Pritchett Agency is looking for driven individuals ready to build a career, and eventually an agency, inside one of the most stable corners of financial services. We give you the system, the lead platform, the training, and the path. You bring the drive. Already licensed? You plug straight into our lead platform and start producing immediately, whether your background is in term life insurance, whole life insurance, indexed universal life, final expense, mortgage protection, or fixed and indexed annuities. As an independent agent inside our IMO, you keep the flexibility of running your own book while never building alone. We even have unique carriers to get you writing on day one. Not licensed yet? Most candidates are fully licensed in 7-10 days, and you're producing shortly after. What you get: • A clear path from producer to agency owner, with real agency building and sales leadership development along the way, • Leads and systems already built, so you're not starting from scratch, • Fast-track licensing support, • Training across core product lines and skills, including needs analysis, consultative selling, and cross-selling strategies that turn one policy into a lasting client relationship, • Commission-based pay with performance bonuses, no earning ceiling, • Remote, flexible schedule, • Direct mentorship from agents who've already built what you're building, and the business development instincts to keep growing once you get there As you grow, there's real opportunity to expand into retirement planning, estate planning conversations, and group benefits work with business owners, plus build the kind of client relationship management approach and lead generation engine that turns entrepreneurship into a legacy career. First-year producers following the system typically earn $45,000-$120,000. There is no income ceiling. How to Apply: Apply below, or watch our 8-minute overview: https://the.pritchettagency.com/careers/?utmsource=linkedin&utmmedium=paid&utmcampaign=jobs&utmcontent=2100201

P11 is a leading real estate marketing and technology company helping developers, owners, and operators build stronger brands, attract qualified audiences, convert prospects, and accelerate sales and lease-ups. We combine brand strategy, creative, digital experiences, demand generation, and marketing intelligence to deliver measurable results. The Opportunity We're looking for an experienced Client Partner to lead and grow key client relationships. This role requires a strategic marketing leader with deep multifamily industry expertise and strong knowledge across brand, web, and digital marketing. You'll serve as a trusted advisor to clients, translating business objectives into integrated marketing strategies while ensuring exceptional execution and measurable results. The ideal candidate combines strategic thinking, hands-on account leadership, commercial instincts, and an AI-first approach to client service. What You'll Do • Lead Client Relationships: Own key accounts, build trusted relationships with senior stakeholders, and drive client satisfaction and retention., • Drive Integrated Marketing Strategy: Develop strategic recommendations across brand positioning, creative, websites, SEO, paid media, and digital experiences., • Oversee Client Engagements: Lead onboarding, strategic planning, scope alignment, client communications, and delivery oversight., • Collaborate Across Teams: Partner directly with brand, creative, web, and digital specialists to ensure high-quality work and measurable business outcomes., • Grow Accounts: Identify opportunities to expand relationships and introduce solutions that address evolving client needs., • Drive Performance: Understand client KPIs, evaluate marketing results, and proactively recommend improvements., • Leverage AI & Automation: Use AI-powered tools to improve insights, communication, reporting, and account management efficiency. What We're Looking For • 5+ years of agency account leadership or integrated marketing experience, with direct multifamily and broader real estate industry experience required., • Strong working knowledge across brand strategy, creative, website development, SEO, paid search, paid social, and digital marketing., • Proven ability to develop and communicate integrated marketing strategies tied to business objectives., • Deep understanding of multifamily marketing, leasing, property positioning, and the needs of owners, developers, and operators., • Experience managing complex client engagements from onboarding through ongoing execution., • Ability to confidently lead strategic conversations with senior client stakeholders and internal subject matter experts., • Strong commercial instincts with a track record of retaining and growing client relationships., • Proficiency with AI tools, automation, and modern marketing technologies., • Exceptional communication, organization, problem-solving, and leadership skills. What Success Looks Like • Strong client relationships, satisfaction, and retention., • Effective integrated marketing strategies that deliver measurable results., • Seamless onboarding and execution across brand, web, and digital teams., • Consistent account growth and expanded client partnerships., • More efficient client management through AI and automation. Why P11? We're building the next generation of real estate marketing, combining creativity, technology, AI, and intelligence to help our clients grow. You'll have the opportunity to lead meaningful client relationships, shape integrated marketing strategies, and play a key role in delivering exceptional work and measurable business impact.

Passive Income Pilots — Head of Growth & Executive Producer About Passive Income Pilots: Passive Income Pilots (PIP) is a leading podcast (with a raving community base) built for airline pilots who want to take control of their finances, reduce taxes, and build wealth outside the cockpit. The podcast is the centerpiece of a growing ecosystem: the popular show, a live conference (our first event was held in Las Vegas in Oct 2026), an engaged listener community, a Facebook group, and a network of referral and affiliate partners who serve pilots. The show has incredible traction; what it lacks is one person whose full-time job is to ensure it delivers its foundational product consistently, and who can bring the energy and expertise to fully develop its potential. Both hosts, Tait Duryea and Ryan Gibson are executives who run their separate and respective companies in addition to hosting Passive Income Pilots. The role: You will own the brand: the podcast, the content, the live events, the partnerships and the community. You run the content flywheel end to end, keep the editing team on schedule, plan our live events, and bring in new partners and revenue. The mandate: take control of the content production, grow the listener base, gain deeper market penetration across the airline industry, and expand the ecosystem to something every pilot in America can't ignore. What you'll own 1. Show production and guest pipeline • Run the recording calendar: "You're recording Wednesday with X. Come prepared to talk about Y.", • Lead a standing content meeting with the hosts to generate episode ideas, then turn those ideas into booked guests., • Source, pitch, book and prep guests., • Match guests and topics to what listeners actually want, using download data, comments, surveys and community feedback., • Manage the editing team: set deadlines, give notes, enforce quality, and keep the release schedule on time. You don't edit, you direct. 1. Content flywheel and social media • Own every social channel: strategy, calendar, posting and engagement., • Turn each episode into clips, quotes, newsletters and posts that drive listeners back to the show., • Track what works and double down. Retire what doesn't. 1. Live events and conference • Plan and run PIP conferences and events: venue, budget, agenda, speakers, sponsors, registration, vendors, merchandise and run-of-show., • Build the speaker lineup around what the audience wants to learn, and coordinate with speakers on content., • Turn each event into a content and community engine before, during and after. We want to reach this level of conference design and professionalism: https://www.limitlessexpo.com 1. Partnerships, sales and business development • Understand our existing referral and affiliate partners deeply: what they offer, how they perform, and how we're paid., • Develop new affiliate relationships, revenue shares and sponsorships., • Sell conference sponsorships and other partner placements., • Leverage aviation media and industry groups to grow our reach across the airline industry. 1. Marketing and design • Design outreach and marketing materials: one-pagers, partner decks, event collateral, social graphics and ads., • Run campaigns that grow listenership, event attendance and community membership., • Keep the PIP brand consistent across every channel. What this role is not • Not an editor. We have an editing team. You manage their output and deadlines; you don't cut audio or video., • Not a coordinator waiting for instructions. You to tell us what we're doing next, not the other way around. What success looks like: First 90 days • You run the recording calendar and the weekly content meeting. The hosts show up prepared because you told them what to prepare., • A guest pipeline at least 6 weeks deep, booked and briefed., • Editing turnaround is predictable and episodes release on schedule., • Every episode ships with a social and clip package., • You know every existing referral partner, how it performs, and where the upside is., • A plan and budget for the next live event. First 12 months • Downloads and subscribers up 100% from the baseline we set at your start date., • New affiliate or revenue-share partners signed: 6., • Partner revenue up by at least 50%., • Next conference delivered on budget, with attendance of 350+., • Measurable reach inside new airlines, bases and pilot groups we don't reach today. What we'll measure: downloads, subscribers, social reach and engagement, event attendance and revenue, partner revenue, and new partners signed. Who we're looking for: Required • Has planned and run conferences or live events end to end, from venue contract to post-event follow-up., • Professional background in journalism, PR, marketing or events., • Proven ability to grow an audience: a show, publication, brand or community, with numbers to back it up., • Business development or sales experience: you've negotiated partnerships, sponsorships or revenue shares., • Hands-on design ability: you can produce polished marketing materials yourself (Canva, Adobe or similar), and you can direct a marketing team., • Comfortable managing contractors and holding them to deadlines. Strongly preferred • Podcast or media production experience., • Familiarity with financial concepts like real estate investing, trust and estate planning, asset protection structures, tax planning etc., • Familiarity with the airline industry or pilot culture. A pilot, or someone close to the profession, is a plus., • Experience with affiliate programs, referral tracking or sponsorship sales., • Working knowledge of personal finance or real estate investing topics. How you work: • Self-directed. You set the agenda and drive it without being chased., • Organized and relentless on follow-up. You crack the whip kindly but firmly., • Curious about the audience. You read the comments and talk to listeners., • A connector. You like getting people on the phone and making deals happen., • A strong writer who can pitch a guest, brief a host and sell a sponsor. The details: • Reports to: Ryan Gibson and Tait Duryea, • Location: Remote, United States. Travel for live events and partner meetings., • Type: Contractor, • Compensation: $65-105k based on experience, plus performance incentives tied to listener growth, partner revenue and event results. To apply, email with: your resume, a link to an audience or event you grew, and a sample of marketing work you designed. We look forward to speaking with you!

We have tremendous opportunities for a Tax Manager to play a key role working with our High Net Worth clients. As a highly valued member of our Firm, you will work closely with the team to provide timely, accurate, and reliable completion of client engagements. Come join an organization that focuses on work/life balance for all of our employees! • Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning, • Responsible for managing trust and estate-related filings (Form 1041) and enacting a consultative approach on topics impacting wealth planning, succession, and family tax strategy., • Create and execute advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests., • Review and prepare clear and concise working papers, • Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends, • Develop effective working relationships with internal and external clients, • Assist clients with special projects, • Deliver projects/engagements on time, within budget and to client's satisfaction, • Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback, • A minimum of a bachelor's degree in accounting, • CPA or EA certification, • A minimum of five years of relevant CPA firm experience, • Ability to develop and sustain business relationships for the purpose of increasing the client base, • Proficiency with tax software, Microsoft Office Suite, • Ability and willingness to travel as required, • Salary range is between $80,000 and $100,000, • Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday, • Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday, • We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did!

The Bonadio Group is seeking an experienced trust and estate tax professional to help expand our fiduciary, estate, and gift tax services. This individual will serve as a trusted advisor to trustees, executors, beneficiaries, high-net-worth individuals, families, and their professional advisors. The role combines hands-on leadership of complex compliance engagements with proactive planning, technical consultation, team development, and process improvement. The successful candidate will strengthen delivery capacity while helping shape an integrated Private Wealth tax offering over time. Responsibilities: • Manage or lead complex fiduciary income tax, estate tax, gift tax, and related individual tax compliance engagements, including technical review and timely delivery., • Advise trustees, executors, beneficiaries, and families on fiduciary income taxation, estate and gift tax matters, wealth-transfer strategies, estate administration considerations, and related planning opportunities., • Analyze trust agreements and related legal documents to determine tax reporting requirements, planning opportunities, and implications associated with complex trust structures and multistate fiduciary matters., • Research and resolve complex federal and multistate fiduciary, estate, gift, charitable, private foundation, and individual tax matters and communicate conclusions clearly to clients and engagement teams., • Coordinate with attorneys, financial advisors, trust companies, family office professionals, and other advisors to support a comprehensive client experience and integrated wealth planning strategies., • Oversee engagement scope, staffing, workflow, budgets, billing, risk management, and filing deadlines., • Mentor and develop professionals through technical review, coaching, training, and meaningful delegation., • Identify opportunities to standardize processes, improve workflow, and use technology and automation to strengthen quality and capacity., • Collaborate across service lines to deliver integrated solutions that address clients' personal, family, business, wealth-transfer, charitable, and succession-planning objectives. Required Qualifications: • A minimum bachelor's degree in taxation, accounting, law, or a related field, • Active CPA license, JD, or EA, • A minimum of five years of progressive public accounting or equivalent tax experience, • Experience preparing and reviewing fiduciary income tax returns and related trust and estate tax compliance, including exposure to estate administration, wealth-transfer planning, or complex trust structures, • Strong technical knowledge of fiduciary income, estate, gift, and individual taxation, including experience or exposure to multistate fiduciary issues and nonresident trust considerations, • Experience managing complex engagements, multiple priorities, and client relationships in a collaborative, fast paced environment, • Experience supervising, reviewing, and developing professional staff, • Strong written and verbal communication skills, sound judgment, and the ability to explain complex matters clearly, • Proficiency with tax software and Microsoft Office applications The salary range for this position is between $100,000 and $125,000 and commensurate with experience Hours of Operation: • Our standard office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday., • Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needs., • We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times. At The Bonadio Group, we believe an inclusive work environment allows all of our people to achieve their greatest potential and deliver the greatest results for our clients and communities. The Bonadio Group is committed to equal treatment and opportunity for all people and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients. In the fast-changing accounting industry, Bonadio is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to a variety of work, have the ability to help clients succeed, and be able to pave your own path forward. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position and approval to submit candidates from Talent Management. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address. Our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or via e-mail at: careers@bonadio.com. EOE/AA Disability/Veteran