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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and trading support to independent fee-based investment advisors (RIAs). As a partner to these independent RIAs, Schwab ACT focuses on meeting their needs and supporting both their business and client goals through collaborative relationships. The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost basis, and statement inquiries. Daily duties include responding to phone calls about cost basis, tax reporting, statements, and researching corporate actions while providing tailored solutions. We focus on superior customer service and attention to detail. Successful team members are eager learners who thrive in a fast-paced, professional setting. Key responsibilities may include: • Answer in-bound calls from Advisors, and internal business partners, • Respond to client and service team requests received via email, • Conduct training for Advisors and Business Partners, • Accurately process statement and cost basis enrollment forms To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: • Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills, • 6+ months’ Customer Service experience (internships and collegiate activities will be considered), • Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects, • Analytical and problem-solving skills, • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics, • Knowledge in internet-based research, personal workstations/desktop applications, • Intermediate Excel skills- ability to handle large amounts of data using Excel Preferred Qualifications: • Bachelor’s degree or 1+ year experience in the financial industry, • Experience working with regulatory or risk issues preferred, • SIE or Series 7 preferred, but not required #campus At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 01-01-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Job Description Hi, we're Oscar. We're hiring a Treasury Manager to join our Strategic Finance. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Treasury Manager is an individual contributor responsible for managing Oscar Health's important treasury operations and daily liquidity. You will provide critical daily execution of cash management activities, optimizes cash usage across subsidiaries, and guides operational efficiencies in banking and treasury systems. The Manager will be a critical partner to the Treasury organization, driving the execution of cash management strategies in a capital-intensive insurance environment. You have a deep, operational understanding of Treasury practices. You will report into the Senior Director, Assistant Treasurer. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $97,200 - $127,575 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Liquidity Management & Optimization: Recommend and monitor minimum cash balances required at subsidiaries, based on forecasts from the Capital Planning team, to ensure safety and liquidity while optimizing excess cash for investment. Guide the efficient use of cash across the Parent and Subsidiaries., • Cash Flow Reporting & Forecasting: Responsible for updating actual cash flows for each subsidiary and synchronizing with the Capital Planning team to ensure forecasted outflows are current. Updated cash forecasts and variances to the broader finance team., • Reconciliation and Performance Analysis: Reconcile actual cash balances reported from Accounting with Treasury forecasts to true-up balances. Describe actual versus forecast variances, and update Net Investment Income (NII) actuals related to cash and short-term holdings., • Operational Oversight & Execution: Build all critical treasury operations and daily banking activities. This includes ensuring accurate daily funds settlement, bank account maintenance, processing signatory updates, and the administration of bank portal systems (e.g., CashPro, JPM Access, WF Vantage)., • Risk & Fee Analysis: Measure banking service fees paid to financial institutions. Analyze counterparty risk exposures related to cash and bank balances., • Operational Efficiency & Projects: Assist with project management, process improvement programs (e.g., RFPs, accounts/services rationalization), and implementing technology to enhance cash management and reporting functions., • Audit and Compliance Support: Provide comprehensive operational support for all internal and external audits, SOX compliance controls, and state regulatory examinations, ensuring all processes are documented., • Banking Relations: Serve as an important operational interface with external banking partners to resolve daily issues, manage service levels, and support routine operational tasks., • Experience: 5+ years of progressive, hands-on experience in Corporate Treasury, Cash Management, or Treasury Operations within the financial services or insurance industry., • Functional Expertise: 3+ years directly managing corporate liquidity, daily cash positioning, and detailed cash flow reporting/forecasting processes., • Operational Systems: Operational experience using major online bank portals (e.g., CashPro, JPM Access, WF Vantage) and managing daily fund movements and settlements., • Communication & Theory: Strong communication and presentation skills with the ability to articulate financial concepts. Must understand core Treasury Operations and cash management principle, • Prior experience in Treasury Operations within an insurance or healthcare company., • MBA and/or CTP certification is preferred. CFA designation is a plus At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Join Tyson & Mendes – Where Insurance Defense Meets Innovation Associate Attorney Please note: An active bar license in the State of Arizona is required. At Tyson & Mendes, we're more than a national litigation firm—we're a force for change in insurance defense and trial advocacy. Known for our cutting-edge approach and our bold mission to stop Nuclear Verdicts®, we set the standard for results-driven representation across the country. We're growing fast—and looking for sharp, motivated attorneys who want to do meaningful work, win in the courtroom, and be part of a firm that's redefining legal excellence. Why Tyson & Mendes? Elevate Your Career - We don't just talk about growth—we build it in. Our attorneys benefit from advanced trial training, ongoing mentorship, and clear pathways for advancement. Your success is our investment. Stability with Momentum - We've achieved national scale while preserving a collaborative, people-first culture. Join a team that values long-term impact over short-term wins. Diversity Drives Us - We go beyond checking boxes. At Tyson & Mendes, diverse perspectives aren't just welcomed—they're essential. We foster a workplace where all voices are heard, respected, and celebrated. Work Where You Thrive - Office, home, or hybrid—we offer flexible arrangements designed around performance and balance, not rigid policies. Who You Are You are driven to win and defend justice with integrity, courage, and precision. Strategic and confident in your approach, you navigate complex legal challenges with a clear, defense-minded perspective. You follow the rules while thinking several steps ahead—like any strong litigator should. Passionate about trial work and dedicated to exceptional client service, you strive to make a meaningful impact in every case. You're also eager to grow, collaborate, and contribute to a high-performing legal team that values excellence, inclusion, and innovation. Make Your Move. Be part of something bigger—join Tyson & Mendes and help shape the future of insurance defense. Apply today. We're ready for your best. Responsibilities • Develop compelling case strategies that cut through emotional arguments and drive results, • Set a higher standard—challenge mediocrity and push for excellence in every aspect of your work, • Independently manage court appearances, depositions, motion practice, and trials, • Collaborate seamlessly with attorneys and staff at all experience levels, • Maintain consistent and professional communication with clients, • Build and nurture relationships with existing and prospective clients, • Mentor and provide guidance to junior attorneys, contributing to team growth and success Requirements • Juris Doctor (JD) from an ABA-accredited law school, • Active bar license in the state of Arizona, • 1–8 years of solid litigation experience, including case strategy, depositions, and trial preparation, • Ability to independently manage a full caseload, from discovery through trial, • Prior insurance defense experience preferred, • Familiarity with litigation timekeeping and billing systems, • Proficient in Microsoft Word, Outlook, and PowerPoint, • Self-motivated with strong critical thinking and problem-solving skills, • Excellent written, verbal, and interpersonal communication abilities, • Professional appearance and demeanor Benefits • Transparent, performance-based bonus structure for attorneys and paralegals, • Robust medical, dental, and vision coverage (many options at no cost to employees), • Student loan repayment assistance or 529 college savings plan (full time attorneys), • 401(k) with employer matching, • Paid parental leave, • Flexible vacation policy for attorneys, • Comprehensive in-house training and leadership development opportunities, • Defined pathway to partnership, • Active diversity and inclusion initiatives, including the Women's Initiative and Young Professionals Initiative, • Firm-sponsored charitable giving and volunteer programs, • Frequent social events and off-site gatherings to build team connection, • Employee Assistance Program (EAP) through HealthAdvocate, • Access to Maven family support resources via Blue Shield About Tyson & Mendes Click here to learn more about the Tyson & Mendes Office! (944) The Tyson & Mendes Office - YouTube We're one of the fastest-growing civil defense firms in the country—known for breaking the mold of the traditional law firm. Our dynamic, diverse team of trial attorneys delivers exceptional results, from landmark cases like Howell v. Hamilton Meats to numerous defense verdicts across the nation. But we don't stop at great legal work—we invest in our people. With specialized training in our proven defense methods, clear paths to leadership, and robust professional development, we empower attorneys to grow their careers, build their personal brands, and become leaders in the field. Follow along with the firm on Twitter and LinkedIn, or visit . Equal Opportunity Employer Notice OK, now for the legal copy (we are a law firm, after all). It is Tyson & Mendes' policy to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit-based factors. By the way, if you read all of this, congratulations – we can already tell your attention to detail is exceptional. NOTICE TO APPLICANTS/EMPLOYEES OF TYSON & MENDES: Please take notice that the Firm collects certain information about you. For more information on the Firm's policies, please refer to the document provided here. No recruiters/agencies #li-remote Pay Range$90,000—$130,000 USD

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: As a Wealth Management intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too! Essential Job Functions: • Assist with client service requests and special projects placing the highest priority on client satisfaction., • Utilize the Contact Relationship Management system to track client information and data., • Support the team with administrative tasks as needed., • Act as an onsite dedicated service associate on a wide range of client issues., • Research and resolve client concerns in cooperation with local and centralized teams., • Adhere to all compliance/risk procedures and follow corporate and industry protocols., • Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements., • Assist Director in performing daily key activities for the local office(s)., • Contribute to a positive and empowering environment across teams., • Must be enrolled in a Bachelor's (as a rising Junior or Senior) or Master's program., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills., • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)., • Ability to work independently and as part of a team. Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Work Schedule: Full-time, hybrid - Monday through Friday, 8:00AM to 5:00PM Rate: $20/hr. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionDescription: The Company Miner Ltd, an OnPoint Company, is an industry-leading service and equipment solutions provider with branch-based operations across the country. OnPoint Group is a fast-paced and ever-changing company and has been awarded the Best Managed Companies Award by Deloitte and WSJ for three years running, as well as having been named to the Inc. 5000 Fastest Growing Companies list for eight consecutive years! We believe in challenging the status quo and finding a better way for our customers, which is how we have grown into the company we are today. Miner drives down the cost of warehousing and materials management operations saving our customers revenue and time by understanding their business, finding efficiencies in their operation, providing faster systems repairs and delivering expertly executed scheduled maintenance. For more than 20 years, Miner has consistently delivered professional emergency maintenance service, equipment analysis and proactive preventative maintenance solutions to companies throughout North America. Miner solutions leave their customers more time to focus on their core business – not on the business of maintenance and materials management. Job Summary Miner Account Executives represent the end user sales side of our business. We focus on providing proactive maintenance and industry-leading equipment solutions within the Dock & Door Industry, which reduces downtime for our customers. Account Executive’s at Miner are an elite group of professionals that can translate return on investment into sales for the Company and gains for our customers. Industrial and Commercial sales require grit, ambition, futuristic thinking, drive, and curiosity. Our sales teams have those skills and more, they are agile and seek out new sales opportunities, while ensuring existing customers expectations are met. To us, selling is about building lasting relationships through trust, confidence, and by demonstrating a willingness to learn about our customers, their needs, and their industries. Our people make us great and for us, that starts with finding the right person to fill our open positions. Anyone interested in this role should be confident in answering yes to these questions: • Can I be team centric while staying driven by individual goals?, • Do I have a knack for customizing the sales experience?, • Do I know how to sell ROI?, • Am I looking for job stability, a place where loyalty thrives, and an exciting long-term career? What You’ll Do Account Executives are the catalysts to customer growth and satisfaction with service and products offered through Miner. Within their assigned territory, Account Executives will call on manufacturing warehouses and distribution centers focused on selling loading dock equipment and services. The role prospects new opportunities, develops meaningful relationships with Operations Managers, and conducts site surveys to focus their equipment sales and improve customer operations. The role also acts as an educator supporting product training, teaching customers and prospects about the products/services offered and partnering with suppliers on knowledge development and solution opportunities. This is a sales job so selling is the ultimate responsibility of any Account Executive at Miner, Ltd. Requirements: What We Look For Qualified candidates answered “Yes” to all of our questions AND will have in their sales arsenal, the following skills: • At least 4 years of direct business-to-business sales experience. If you’ve sold in the commercial, building, industrial, or similar settings this role is a great fit for you!, • Ability to demonstrate cold calling techniques, prospecting, and previous sales achievements., • Expert communicator, we are talking verbal connoisseur, someone who is able to speak the customers language and translate what doesn’t make sense into a sales opportunity., • Proficiency with Microsoft Office Products including Word, Excel, PowerPoint, Outlook, and Teams is required., • Ability to understand technical product application OR have a strong desire to learn, with quick adaptability in a fast-paced environment., • Knowledge or previous experience in Dock/Door or Industrial sales is ideal, if you have this experience make sure to highlight it in your resume/submission!, • Willingness to be taught, hunger for learning, ambition to close the deal, and adaptability in evolving environments., • Experience with Salesforce or a similar CRM is ideal. Please view our benefits page to learn more about the Benefits to all Miner employees. In addition to those benefits, our Account Managers can look forward to: • Freedom to execute and autonomy, • Commission, draw is provided through guarantee for first 9 months – what you sell drives what you make, • Complete control of your scheduling, • Industry stability, • Competitive PTO and Paid Holidays Miner considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, genetic-information, marital or veteran status, or any other legally protected status. Disclaimer This job posting may also appear on other job boards. Be aware that job postings on external job boards may not be authorized by OnPoint Group and may contain inaccurate or incomplete information. While we encourage you to explore these opportunities, please be aware that we do not endorse or control the content on these external sites. We are not responsible for the accuracy, completeness, or reliability of information posted on other job sites, and we are not liable for any damages or losses that may arise from your use of that information. You are solely responsible for verifying the accuracy and completeness of any information you obtain from external sources. Applicants should refer to OnPoint Group’s Careers Page for the most accurate job posting and reach out to the Company with any questions about a job posting. Salary Range The pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications, and geographic location. Employees may be eligible for additional incentive pay.

Job Description We're Hiring: Accounting Manager | Real Estate & Private Investments Are you an experienced Accounting professional looking to make a meaningful impact in a fast-paced, entrepreneurial environment? Do you thrive in a dynamic setting where no two days are the same? If so, we want to meet you. We're seeking a highly motivated and detail-oriented Accounting Manager to join a privately held Family Office supporting multiple real estate, operating, and investment entities. This is more than a job, it's an opportunity to grow, lead, and contribute to a high-performing team in a dynamic and diverse organization. What You'll Do: * Own the full-cycle general ledger accounting process across operating and real estate entities * Review and prepare financial statements, monthly closings, and reconciliations * Collaborate closely with the Controller to implement and maintain internal accounting policies and procedures * Provide day-to-day leadership and mentorship to Senior and Staff Accountants * Manage AP, AR, fixed assets, cash management, and construction/development accounting * Identify discrepancies and resolve irregularities with a sharp analytical eye * Contribute to project analysis, budget management, and forecasting * Support tax compliance efforts, including federal, state, and local filings * Work on special projects including audits, financial reviews, and regulatory reporting What You Bring: * 3+ years of general accounting experience required * Background in real estate and/or development is a plus * Experience with ERP systems (CS Fixed Assets a bonus!) * Bachelor's degree in Accounting required; CPA or MBA is a plus * Intermediate Excel skills; confident with Microsoft Office Suite * Strong organizational, analytical, and communication skills * Proven leadership ability and a collaborative mindset Who You'll Work With: * A high-caliber Finance & Accounting team * Executive leadership including the Controller and CFO * External partners and vendors in real estate and investment sectors Why You'll Love It Here: * Be part of a high-growth team in an environment that values initiative and integrity * Work across a wide variety of business lines and real est

Job Description Live events are fun. Concerts, sporting events, festivals….we make lifelong memories enjoying live events with friends and family. Companies spend over $600 billion each year taking clients and prospects to events because it works. At TicketManager, we get to work in an industry we love: Live events that bring people together and make memories. The world’s best companies use TicketManager’s industry leading ticket and event management software to make client entertainment easy and prove the ROI. We help companies have more fun by making it easier to invite guests, manage an event from invitation to execution to post-event reporting, and proving just how valuable live events can be. TicketManager is an official partner of the New York Jets, Philadelphia Eagles & Phillies, Capital One Arena, Texas Rangers, Houston Texans, LAFC, Seattle Seahawks, and a partner of over 50 professional and college sports teams, franchises, universities and technology providers. TicketManager serves a who's who of global brands including Fortune 500s, local businesses and even the NBA, NFL, NCAA, and NASCAR The Implementations Specialist will work with assigned Enterprise and SMB accounts to onboard them to the TicketManager software. The Implementations Specialist plays a critical role in ensuring our partners receive maximum value from their TicketManager investment. Responsibilities: • Lead the end-to-end planning and execution of client implementation projects, ensuring timely delivery and client satisfaction. This includes but is not limited to:, • Execute configurations to build client sites, including coordination of various client integrations (SSO, CRM, API, etc.), • Coordinate across teams to ensure project tasks are completed effectively and efficiently, • Regularly communicate project updates with the client and other cross-functional teams, • Monitor project health closely to identify and mitigate project risk, • Develop launch materials and deliver client training, • Monitor adoption and usage post-launch, • Ensure a smooth transition of launched accounts to customer-facing teams (Account Management, Support, Fulfillment), equipping them with the necessary resources and insights to provide continued support, • Routing support requests to appropriate customer support or tech support channels, • Bachelor’s Degree Required, • 2-4+ years of work experience in a collaborative, data-driven environment, • Previous project management experience preferred, • Strong interpersonal skills: negotiating, influencing, and dealing effectively with people, • Excellent communication and organizational skills with the ability to manage multiple projects simultaneously, • Customer service skills in a SaaS environment preferred, • $65,000-$75,000 base salary, • Bonus Eligibility, • Role is In-Office, Monday-Friday, • 401k & Company Match, • Health Benefits (Medical, Dental, Vision), • Unlimited PTO, • Quarterly Live Event Credit, • Monthly Happy Hours & Volunteering, • Fun Company Perks, • Inc. 5000 fastest-growing private company by Inc. Magazine six years in a row, • Recognized as one of the Best Places to Work by Inc. Magazine and the LA Business Journal, • 4.5 out of 5 Glassdoor rating 7OibGjyqmT

Job DescriptionPosition Summary: The Portfolio Strategy Manager will serve as the functional lead for the firm’s centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firm’s financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firm’s investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office. Key Responsibilities: Centralized Trading Consulting Platform Leadership • Participate in the development and refinement of the firm’s centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above), • Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements., • Collaborate with the Head of Research & Trading, Director of Private Markets & the Firm’s Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firm’s investment philosophy., • Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks., • Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation., • Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy., • Serve as the advisor-facing expert on the firm’s portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring.Qualifications:, • Bachelor’s degree, • Active, current series 65 license or equivalent, • CFA/CAIA or progress toward designation a plus, • 5-8+ years of experience in investment strategy, asset allocation, or portfolio construction—ideally within an established RIA, family office, or private bank., • Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices., • Experience managing portfolio consulting initiatives at scale is strongly preferred., • Proficiency with portfolio analytics tools and financial software., • Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors., • Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership., • Proven ability to manage, guide and mentor direct reports, • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Nevada, North Carolina, Ohio, and Texas., • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals., • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future., • We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms., • At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience., • Parallel Advisors, LLC is an Equal Opportunity Employer.

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Director of Compliance to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a compliance professional with hustle and a couple of years of experience working in a leadership-level compliance role. This individual will enhance and scale the firm’s compliance program, ensuring rigorous controls, strong risk management, and seamless partnership with advisory, operations, and leadership teams. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to managing compliance-related issues. If you can articulate your proven success in compliance and regulatory requirements, we want to hear from you, ASAP! Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Key Responsibilities as Director of Compliance: Regulatory Program Management • Develop, maintain, and audit compliance policies, procedures, manuals, and supervisory frameworks., • Lead routine compliance monitoring across SEC Advisers Act obligations, including: trade surveillance, personal trading review, gifts & entertainment, conflicts, privacy, marketing, and records retention., • Direct annual and interim compliance reviews, testing cycles, and audits., • Oversee Form ADV filings, updates, disclosures, and related reporting., • Conduct enterprise-level compliance risk assessments., • Design and implement risk mitigation strategies, monitoring tools, and control frameworks., • Coordinate SEC and state regulatory examinations, requests, and responses., • Manage preparation, document collection, and remediation initiatives., • Lead compliance initiatives related to new products, services, technology, and geographic expansion., • Drive firmwide adoption of regulatory changes (e.g., Advertising Rule, Form CRS, privacy rules)., • Manage compliance onboarding procedures for acquisitions, new advisor teams, and new offices., • Develop and deliver firmwide training on regulatory requirements, ethics, and compliance best practices., • Partner with operations, advisory, marketing, and HR to ensure alignment with compliance controls., • Provide real-time guidance to advisors, planners, and leadership. What You Bring as Director of Compliance: • 5-10+ years proven experience in a Director of Compliance role, ideally within wealth management, • Preferred Credentials: CRCM, CAMS, IACCP, Securities registrations (Series 65, 7, 24) a plus, JR or legal/regulatory background strongly preferred but not required., • Deep knowledge of the SEC Advisers Act rules and industry regulations., • Experience supporting or leading regulatory exams., • Proven track record of building and enhancing compliance programs at scale., • Capable of driving major compliance initiatives with minimal supervision., • Excellent attention to detail, multi-tasking, and time management skills, • Strong written and verbal communication skills required., • Outstanding ability to communicate and work collaboratively, • High ethical standards and sound professional judgment. Job Type: Full-time, salaried exempt Location: This position is based out of any of our offices. This is a hybrid position, requiring a minimum of 2 days per week in the office Salary: $180,000, plus annual bonus paid in quarterly increments. Total Comp: $215,000 annually Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects, too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Sr. Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Responsibilities: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled., • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • Guiding and training peers on new tasks Education: · High School diploma with a Bachelor's degree highly preferred Experience: · Five plus years of job related experience required · Financial services industry required · Prior experience working in an office environment with a customer service focus helpful Certifications: · Notary designation a plus Job Skills: · Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail · Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors · Excellent verbal and written communications skills a must · Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus. · Strong desire for continuous self-learning and professional growth Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection