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About Cresset ___ is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,___ Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Job Description The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures. Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve. The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity. Qualifications • Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company, • Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred, • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties, • Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials, • Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns, • Positive attitude and willingness to learn and grow, • Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail, • Establishes and maintains effective working relationships with peers and strategic partners, • Must be articulate, organized, and attentive to instructions and deadlines, • Self-starter with the ability to juggle several deadlines, and high personal accountability, • Approaches problems with a sense of urgency, creativity, and tenacity, • The ability to operate in a dynamic and fast-paced environment is essential, • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity, • Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology, • Collaborative and able to work effectively in a team environment as a participant or leader, • Versatile, flexible, and a willingness to work within constantly changing priorities What We Offer Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Job Description Position Regional Manager Reports to Vice President of Property Management: The Regional Manager is the result driven leader responsible for achieving exceptional financial performance goals and maintaining the physical condition and marketability of properties in a multi-state region. Effectively develops and leads strong property management, compliance, leasing, maintenance, and resident services teams to accomplish short and long-term objectives for assigned portfolios and established performance benchmarks. Maintain a high degree of trust, loyalty, and truthfulness as a Fiduciary of Columbia Residential. Direct Reports: Community Managers, Senior Service Managers, and Senior Community Managers Essential Functions of the Position: Responsible for meeting or exceeding established performance benchmarks: • Effectively develops and leads strong property management teams to accomplish short and long-term objectives for assigned portfolios and established performance benchmarks., • Consistently proves to be the dependable and knowledgeable leader of the management team., • Executes accurate and effective record keeping methods., • Ensures complete and accurate information about prospective and current residents is recorded and all documents meet legal requirements and conform to company policies and procedures (execution of the lease, application, eviction process, etc.)., • Assesses and recommends changes to current policies and operational practices. Plans, develops, and implements operating policies, procedures, and organizational structure., • Collaborates to set operational goals for each property and establishes company standards for property operations, leasing, collections, customer service, and workplace safety., • Fosters a professional image in all aspects of property operations by setting a positive example to his/her staff., • Can be relied upon to carry out the responsibilities efficiently and effectively., • Enforces and adheres to company policies, rules, and regulations., • Represents Columbia Residential to the public and collaboratively develops a partnership with public officials, businesses, and agencies., • Demonstrates sound decision-making ability., • Able to effectively solve problem issues and create positive outcomes., • Follows instructions and completes tasks as assigned., • Ensures that issues are thoroughly addressed and effectively resolved., • Displays understanding of standards of performance. Communicates these and other necessary standards to property personnel. Measures performance against these standards, • Demonstrates exceptional customer service skills Consistently participates in team and project meetings. Effectively utilizes training, coaching employee evaluations, and other means to ensure employee’s performance consistently meets or exceeds standards of performance. Where necessary, address weaknesses in performance., • Demonstrates effective use of management skills including motivation, evaluation, delegation, and supervision. When necessary, displays competence in recruiting, selecting, hiring, and training of new employees., • Preserves and respects resident and applicant confidentiality., • Ensures program compliance: REAC, LIHTC, HUD, other agencies, and lenders., • Implements solid procedures for the collection of rents on a timely basis, as well as strong efforts to recover lost income due to write-offs., • Understand the budget process through analysis of operating statements and develop strategies to meet or exceed budgeted levels of income and expense., • Effectively utilizes the tools available (statements, etc.) to monitor property performance., • Maximizes income to the property through increased rental rates, collection of miscellaneous income, effective resident retention programs, etc., • Minimizes expenditures for the property by preventative maintenance practices, eliminating or delaying expenditures, comparative shopping practices, and maintaining reasonable levels of inventory., • Oversees preparation of annual operating budgets and performs budget projections for all properties., • Analyzes actual income and expenses against approved budget guidelines, directs corrective action, and requests appropriate budgetary adjustments., • Conducts financial results reviews with Community Managers, Assistant Community Managers, and all site employees on a routine basis. Forecasts and identifies problems and takes corrective action., • Evaluate and monitor utility costs, • Executes marketing, leasing, and make-ready strategy to reach owner-approved occupancy and rental income targets., • Evaluate and recommend adjustment of rental rates based on Comparable Market Surveys, • Executes a preventive maintenance program and preserves the physical assets for the employment of staff, residents, and investors., • Performs routine inspections on the property to provide residents with a secure environment (such as checking railings, balconies, parking areas, lighting, etc.), • Oversees the physical condition and security of all communities., • Maintains knowledge of the physical condition of all properties and UPCS/REAC readiness., • Conduct physical site inspections. Makes recommendations for exterior and interior apartment improvements Education: • Solid property management operational experience: proven expertise in Project Based Section 8, Low-Income Housing Tax Credit Programs, and HOME programs; ability to manage projects from conceptualization to implementation; strong interpersonal skills that include conflict management and employee motivation; excellent analytical and problem-solving skills., • Knowledge of Microsoft Word, Excel, and OneSite; excellent verbal and written communication skills; entrepreneurial, flexible, creative, and detail-oriented, • Ability to handle emergencies and pressure due to complexity and time sensitivity., • Decision-making/Judgment, Communication, Budgets/Cost Control, Managing for Results, People Development, Job Knowledge, Organizational Savvy, Managing Diversity, Leadership, and EOE Our Mission: Provide quality and affordable housing for low and moderate-income families. Provide an environment for its team members to excel and be recognized and rewarded for their accomplishments. Provide the Principals and Partners a fair return on their effort and investments Core Values: EXCELLENCE | INTEGRITY | RESPONSIBILITY | RESPONSIVENESS |RESPECT | CHARACTER

Noble Investment Group Project Director – Design and Development Organization With more than $6.0 billion invested in travel and hospitality real estate over the past three decades, Noble brings scale, consistency, and focus to one of the most dynamic sectors of the U.S. economy. As a fiduciary for globally recognized institutional investors, including pension plans, endowments, foundations, wealth managers, and insurance companies, Noble is entrusted to preserve and compound capital across cycles. Recognized among PERE’s Top 200 Global Investment Managers and as a Best Place to Work by Pensions & Investments and the Atlanta Business Chronicle, Noble’s track record reflects enduring performance, partnership, and purpose. Position Summary As part of its continued growth and development, this Atlanta-based hospitality real estate investment firm is seeking a Project Director to lead the planning and execution of hotel renovation projects. This role reports to Noble’s Senior Vice President of Development and supports the firm’s investment of capital to create value. This role is responsible for ensuring that renovation projects are finished on schedule and within budget, while meeting the quality standards set by the project's goals and objectives. Specific responsibilities include: Pre-Construction, Design & Procurement: · Visit project sites to define the scope of work for the renovation, evaluate existing conditions, and determine operational impact. · Ensure the project scope of work aligns with the Brand Property Improvement Plan, Noble investment objectives, capital expenditure strategies, and hotel operational requirements. · Establish and manage detailed Development Milestone schedules that highlight key timelines for the project including Design, Procurement and Project Execution. · Procure and contract the services of the project Architect and Interior Designer along with other required consultants needed based on the project scope of work. · Manage the design process to ensure project scope, milestone schedule and budget goals are being met. Review and coordinate drawing submissions to ensure brand standards, ADA, and all project scopes of work are included. Confirm building permit requirements and monitor the design team submissions to ensure project timelines are met. Ensure brand submissions occur in a timely manner. · Contract and manage a purchasing agent to ensure the prompt and coordinated ordering and delivery of all FF&E & OS&E. Review quantities and verify final counts as needed before placing orders while overseeing budgets. · Identify, qualify and manage General Contractors, other consultants/contractors and vendors required to complete the scope required for the project including Owner-direct purchase items. Manage the bidding and GC RFP process, analyzing bids for cost, scope, and schedule impacts. · Draft, negotiate and finalize contracts including preparing documentation to ensure that all project scope, budget and insurance requirements are being met. Construction & Project Closeout: · Monitor construction by visiting the project to ensure critical schedule milestones are being met and that the quality and scope of the renovation meet the Noble standard. · Manage communication between the contractor, design team, procurement agents and hotel operations team to ensure the project is coordinated across all parties. · Oversee the project budget including monthly financial reporting projecting final cost. · Administer the GC contract by reviewing pay apps, tracking lien waivers, and verifying construction progress. · Coordinate the generation and completion of the project punch lists to ensure the contractor fulfils all their obligations under the contract and manage the closeout process with the brand. · Ensure the delivery of all required project closeout documents i.e. as-built drawings, operations and maintenance manuals and warranty documents. Facilitate training with hotel staff on MEP systems, AV and Technology. General Responsibilities: · Maintain and prepare monthly internal reporting which includes updates to Contract Tracking Log, Projected Final Costs and Monthly project report. · Ensure all project files, drawing and records are maintained with current information. · Continued refinement of project implementation process and standards to ensure consistent project execution. · Assist Noble asset management teams as needed on capital expenditure projects where Noble development expertise is needed. · Maintain reliable relationships with industry professionals. Qualifications The qualified candidate should possess the following skills and qualities: · University degree; with preferable specialty in engineering, construction or architecture preferred. · At least five (5+) years related experience in construction or architectural construction administration and project management, with experience and understanding of hotel renovation, design, FF&E and operations integration · Established relationships with Contractor, Design, Brand and Vendor partners. · Demonstrated proficiency in utilizing Microsoft Project, Word, Excel, PowerPoint and Outlook. · Ability to work well in a fast-paced professional office environment. · Excellent written and verbal communication skills · Ability and willingness to invest time and effort to complete projects with hard deadlines. · Resourceful, well-organized, dependable, and detail-oriented. · Ability to travel to projects sites on a regular basis for pre-planning, project execution and closeout. Location The role is a full-time in-person position in Noble’s corporate office in Atlanta, GA. Noble Investment Group 2000 Monarch Tower 3424 Peachtree Road, NE Atlanta, Georgia 30326 Compensation Noble Investment Group offers a competitive compensation package commensurate with experience. Additional benefits include: · Health, dental, and vision insurance · 401(k) retirement plan with employer match · Paid time off and paid holidays · Wellness initiatives, team engagement events and volunteer paid time off Equal Opportunity Employer Noble Investment Group is an Equal Opportunity Employer. We are committed to providing a work environment that is free from discrimination and harassment. All employment decisions are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected characteristic as defined by applicable laws. We believe that diversity and inclusion strengthen our team and drive success. We encourage individuals from all backgrounds to apply and join us in building a workplace that reflects the communities we serve.

Job Description Property ManagerJob Description Arcan Capital is dedicated to delivering an exceptional living experience for our residents. As a Property Manager, you will oversee all aspects of property operations, drive resident satisfaction, and foster a thriving community environment. This role is ideal for a results-driven leader with strong organizational, financial, and customer service skills who thrives in a fast-paced, team-oriented setting. Our Property Managers are the cornerstone of our team, responsible for maintaining high-quality living environments, building motivated and trustworthy teams, and ensuring top-tier service for residents. They play a critical role in keeping our communities in excellent condition and maximizing operational performance. This position requires a dynamic leader who can balance property management responsibilities with a strong commitment to resident satisfaction, team collaboration, and overall community success. If you are seeking an opportunity to lead a community while contributing to a growing organization, we encourage you to apply. About Arcan CapitalFounded in 2016, Arcan Capital is a rapidly growing company specializing in the acquisition and management of apartment properties across the Southeastern United States. With a team of over 80 employees—and plans to expand this year—you will be an integral part of our success, ensuring a seamless leasing experience and contributing to our engaging company culture. At Arcan Capital, we believe in fostering a collaborative, engaging, and service-driven culture. We are dedicated to providing outstanding living experiences for our residents while supporting the professional growth of our employees. Key Responsibilities • Oversee all property operations, including maintenance, capital improvements, lease administration, budgeting, forecasting, reporting, collections, evictions, vacancy anticipation, marketing, lease renewals, service contracts, expense control, and audits., • Provide exceptional customer service and communication to residents and prospects, fostering satisfaction, increasing renewals, and enhancing revenue, reputation, and profitability., • Develop and implement marketing strategies through competitive analysis and creative outreach programs to drive occupancy and revenue., • Lead, mentor, and manage a high-performing team, including leasing, customer service, maintenance, and management personnel, ensuring engagement and minimizing turnover., • Supervise day-to-day operations, ensuring compliance with company policies and procedures while maintaining a positive and professional living environment., • Oversee financial performance, managing budgets, monitoring expenses, and working with leasing staff to achieve occupancy and revenue goals., • Build and maintain strong vendor relationships to ensure cost-effective and high-quality service for the community., • Adapt to company growth and operational changes, demonstrating flexibility in a dynamic environment., • Perform additional duties as assigned to support community success. Qualifications & Skills, • Minimum of three years’ experience in residential property management, including staff supervision, financial management, and budget oversight., • Proficiency in property management software, including Yardi, Rent Café, and credit screening platforms, as well as Microsoft Office Suite (Word, Excel)., • Strong leadership abilities with experience in training, developing, and mentoring a high-performing team., • Exceptional customer service and communication skills, both written and verbal, with the ability to resolve resident concerns professionally and effectively., • Excellent organizational, multitasking, and time management skills, with strong attention to detail and follow-through., • Strong integrity and professionalism, including confidentiality, fiduciary responsibility, and adherence to federal, state, and local fair housing laws., • Ability to adapt to change and work in a dynamic, team-oriented environment while maintaining a positive and motivating attitude., • Flexibility to work a varied schedule, including weekends and holidays, as needed. Education & Experience (Preferred but Not Required), • Bachelor’s degree preferred; equivalent relevant work experience required. If you’re ready to bring your customer service expertise and people skills to a dynamic real estate environment, we encourage you to apply today! Powered by JazzHR vLh5jQ8X7M

Estate Planning Associate Opening | Mid Level This Jobot Job is hosted by: Trey Mattson Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $145,000 - $165,000 per year A bit about us: Our client is a well-established law firm with deep roots in estate planning, business law, and litigation. Founded in 1977, the firm has built a legacy of serving families and businesses across generations. With a commitment to practical and personal legal solutions, this company offers a collaborative environment where attorneys work closely with clients to protect their legacies, manage transitions, and resolve complex legal matters. The firm’s estate planning practice is central to its mission, helping individuals and families navigate wills, trusts, probate, and wealth preservation with clarity and care. Why join us? Joining this Firm means becoming part of a team that values long-term relationships, both with clients and colleagues. Attorneys here are not just legal advisors—they are trusted partners in some of the most important decisions clients make. The firm fosters a supportive and collegial atmosphere, encouraging professional growth, mentorship, and meaningful client engagement. You’ll have the opportunity to work on sophisticated estate planning matters, including family-owned businesses, fiduciary litigation, and generational wealth strategies. The firm’s reputation for excellence and its client-first approach make it a rewarding place to build your career. Job Details Qualifications: Juris Doctor (JD) from an accredited law school. Active membership to the Georgia Bar 5+ years of experience in estate planning, probate, and trust administration. Strong knowledge of wills, trusts, powers of attorney, and related instruments. Experience with high-net-worth clients and complex family structures Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Position overview: The Senior Tax Associate High Net Worth prepares and performs initial reviews of trust and estate income tax returns and fiduciary accountings, supports diverse tax assignments, conducts tax research, and contributes to exceptional client service while maintaining confidentiality

Job DescriptionBenefits: • Dental insurance, • Health insurance, • Paid time off NO SOLICITATIONS!! Join Our Team Our well-established residential real estate law firm is seeking a dedicated Post-Closer with exceptional analytical abilities to become a valued part of our success story. This is a wonderful opportunity for a detail-oriented professional who thrives on solving challenges and takes pride in creating exceptional client experiences. About This Opportunity We have an immediate opening for a true real estate closing expert who excels at identifying discrepancies, troubleshooting issues, and ensuring precision in every transaction. This full-time, on-site, salaried position is perfect for a hardworking, experienced, analytical, and methodical candidate with a solid background in law firm residential & commercial real estate closings, who possesses critical thinking skills to navigate fast-paced scenarios. What You'll Do Post-Closing Excellence Through Precision & Problem-Solving • Document Review & Quality Assurance: Carefully examine files after closing to identify any missing signatures, dates, or notarizationscatching what others might miss, • Process Analysis & Optimization: Review closing procedures to identify potential issues and implement solutions that prevent future complications, • Problem Resolution: Troubleshoot challenges, from document discrepancies to payments, using your analytical skills to suggest the best solutions, • Compliance Verification: Review lender instructions with precision to ensure complete adherence to requirements, • File Prep & Organization: Systematically prepare and organize closing files, ensuring every document is properly sequenced and complete, • Document Processing: Scan, categorize, and distribute closing documents while maintaining detailed tracking systems, • Disbursements: Assist with check preparation and disbursement, carefully verifying accuracy of all calculations and allocations, • E-Recording: E-recording documents while ensuring all technical requirements are met, • Client Service: Provide warm, professional client service from first contact through final closing, and handle post-closing inquiries that require careful analysis of transaction details and clear explanationsQuality Control & Attention to Detail, • Maintain well-organized file management systems with a commitment to accuracy, • Conduct thorough reviews to catch inconsistencies that could affect transactions, • Minimum 1 year of experience processing law firm real estate closing files with demonstrated attention to detail, • High School diploma required; Associate's degree or college coursework preferred, • Deep knowledge of legal real estate closing documents and loan closing packages, • Current licensed certified Georgia Notary Public, • Proven experience with both traditional homebuyer and investor transactions (including hard money loans), • Adaptability to work in paperless, automated, fast-paced environments, • Superior multitasking abilities to manage multiple closings simultaneously, • Collaborative mindset for working effectively with realtors, lenders, closers, and buyers/sellers, • Technical proficiency with Microsoft applications, Adobe, and document management systems, • Experience with Qualia is a plusYou Excel At:, • Microscopic Attention to Detail: You naturally spot errors, inconsistencies, and missing elements that others overlook, • Advanced Problem-Solving: You approach challenges methodically, analyzing root causes and developing creative solutions, • Critical Thinking Under Pressure: You can quickly assess situations, weigh multiple variables, and make sound decisions, • Process Improvement: You identify inefficiencies and propose systematic improvements, with excellent follow-through, • Clear Communication: You can clearly explain issues and solutions in ways clients and colleagues easily understand. What We Offer Competitive Compensation Package • Salary up to $46,000 DOE, • Comprehensive benefits, including Health, Dental, and Vision insurance Please send your confidential resume to: . Include your salary requirements and specific examples of how your attention to detail and problem-solving skills have made a difference in previous roles. NO SOLICITATIONS Apply today to become part of our team of dedicated professionals! We are an equal opportunity employer committed to creating an inclusive environment for all team members. Only qualified candidates will be contacted for this immediate opening.

Job Description re you ready to take your Tax career to the next level? We are adding Tax Senior Associates with 5 years of tax accounting experience under their belt and the desire to grow in the profession. We provide the tools and unlimited growth opportunity for the right person. MSTiller, LLC is a leading provider of accounting, audit, tax and business advisory services in Georgia and the Southeast. Our growth is driven by successfully assisting our clients achieve results. Our culture encourages individual growth and development, rewards personal excellence and supports our communities. We are looking for someone with the below qualifications - - • Bachelor’s degree in Accounting, • Master in Taxation or Master of Accountancy with a tax focus, • CPA or have passed part of the CPA Exam already, • Experience with tax software (preferably CCH Axcess) with the desire to quickly learn new software packages, • Two - five years' experience in preparing complex individual, partnership, corporate and S-Corp tax returns as well as the research of tax issues, • Works well with managing a variety of projects and thrives in a fast-paced environment, • Customer service oriented – really enjoys people and getting to know our clients, their businesses and the industries that they operate in. As a Senior Tax Associate, you will be involved in – • Serving a client with complex tax needs, • Preparation of individual, partnership, fiduciary, tax-exempt and other types of tax returns, • Preparation of income tax projections that involve multiple scenarios and complex analysis, • Interactions with client personnel to obtain information essential to delivering tax services, • Supervising and serving as a technical resource to lesser experience Tax Staff members We offer you: • Reasonable work schedules with flexible hours, • Flexible working arrangements – in office or “work-from-home” or hybrd, • Unlimited career growth and potential, • Dress for your Day dress code when in the office (which allows for casual attire most days), • Experience and opportunity to work with managers and partners, • Excellent compensation and benefits package, • A truly supportive team and firm culture - we have lots of fun together too!

Job Description Wealth Advisor and Relationship Manager General Job Description The Wealth Advisor and Relationship Manager will handle a portfolio of wealth management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the service and business development of investment management, trust services and other financial planning solutions. The role is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong financial planning capabilities and a commitment to upholding the highest standards of fiduciary duty. Essential Duties • Drive business development, client retention, and service delivery to individuals and families around their wealth planning needs., • Develop and maintain relationships with clients, prospects and other interested parties, understanding their needs, goals, and providing financial solutions., • Lead wealth planning advice, awareness and education for clients, and centers of influence in a teamwork environment., • Implement investment strategies aligned with clients’ goals using various investment vehicles, regularly reviewing and adjusting portfolios., • Partner closely with an Argent Wealth and Trust team of professionals to develop and serve a book of client relationships., • Cultivate and maintain relationships with centers of influence such as CPAs and attorneys to ensure a network of professional advisor resources for clients and for new business referrals to Argent., • Stay updated on developments in the financial services industry and commit to continued professional growth in financial planning competencies., • Represent the company in community organizations and activities to build brand awareness., • Prepare Annual Relationship Reviews and ensure all accounts comply with regulatory requirements; manage risk and ensure compliance with all relevant company policies, procedures, and regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. • Bachelor's degree, with advanced degree or MBA preferred., • 5 - 7 years of experience in financial services, investments, tax or trust and estate legal field., • Client focused and solutions-oriented wealth advisory experience, • Sales oriented, friendly and persuasive personality., • Knowledge of investment products., • Expertise in the areas of financial planning and estate planning techniques., • Demonstrated success working in team environment., • Excellent writing and presentations skills., • Ability to organize, complete multiple tasks within deadlines and complete accuracy., • CFP Designation (or current candidate) preferred. Note: Argent Trust Company is exempt under Regulation R, and therefore securities licenses are not necessary, nor will they be held by Argent.

Job Description Probate Litigation Associate Attorney Location: Atlanta, GA Experience: 1+ Years Litigation Required Established boutique probate litigation firm in Atlanta seeks an Associate Attorney with at least one year of litigation experience. Probate litigation experience preferred. This firm represents high net-worth individuals and families in complex estate and trust disputes. The role offers direct mentorship from a highly respected Atlanta probate attorney with nearly 40 years of experience. Responsibilities: • Draft pleadings, motions, and discovery, • Conduct legal research and writing, • Attend hearings and depositions, • Assist with trial preparation, • Communicate with clients and opposing counsel Practice Areas: • Probate litigation, • Will contests, • Trust disputes, • Fiduciary litigation, • Guardianship and conservatorship matters, • Estate and business succession disputes Qualifications: • Minimum 1 year litigation experience (required), • Background in business, tax, accounting, or finance (required), • Strong research and writing skills, • Georgia Bar admission Opportunity: • High-level probate and estate litigation, • Sophisticated high net-worth clientele, • Significant courtroom exposure, • Long-term growth in a specialized boutique practice Confidential inquiries. Company DescriptionStrategic Recruitment Solutions is the recruiting firm of choice for many law firms, both large and small. Our commitment to those we represent is to offer a completely confidential and candidate-friendly experience throughout the placement process. SRS always hopes to foster long term relationships that will last throughout your entire career.Strategic Recruitment Solutions is the recruiting firm of choice for many law firms, both large and small.\r\nOur commitment to those we represent is to offer a completely confidential and candidate-friendly experience throughout the placement process. SRS always hopes to foster long term relationships that will last throughout your entire career.

Job Description We are a leading provider of TAX, AUDIT and BUSINESS ADVISORY SERVICES. Our growth is driven by successfully assisting our clients achieve results. Our culture encourages individual growth and development, rewards personal excellence and supports our communities. We are currently looking for a Tax Manager to join our awesome team already in place. We offer you: • Unlimited career growth and potential, • Reasonable work schedules with flexible hours and a great work/life balance (yes it is possible), • Excellent compensation and benefits package, • 5+ years of progressive tax consulting and/or compliance experience in public accounting, • Bachelor’s Degree and/or Master’s Degree in Accounting, • Licensed CPA, • Excellent analytical, technical, and tax accounting, • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships, • Strong leadership, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills., • Experience with tax software (preferably CCH Axcess) with the desire to quickly learn new software programs, • Works well with managing a variety of projects and thrives in a fast-paced environment, • Management of the preparation of individual, corporate, partnership, fiduciary, tax- exempt and other types of tax returns., • Management of the preparation of income tax projections that involve multiple scenarios and complex analysis, • Coordination and communication with client personnel and others to obtain information essential to delivering tax services, • Plan and supervise the preparation of schedules and analyses of accounts needed for the preparation of income tax returns and other tax services, • Remain knowledgeable of new technical developments and leading-edge technologies that are of interest to the firm. Managers must also strive to develop and improve communication, management and leadership skills.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity for a Complex Claims Director in our New York City, Atlanta, or Chicago offices. The Complex Claims Director will independently handle a diverse pending of high-severity claims underwritten out of the Financial Institutions and Commercial (i.e., Public Company) teams, focusing mainly on Financial Institutions, Errors & Omissions, Directors & Officers, and Fiduciary. This role will have a high level of interaction with internal customers (senior management, underwriters, and actuaries) as well as external customers (brokers, insureds, and defense counsel). Duties & Responsibilities: • Independently evaluate information on coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Attend mediations of complex claims on behalf of the company and effectively negotiate settlements., • Provide outstanding customer service to, and seamlessly work with, the insured, broker, and underwriters in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively both verbally and in writing., • Draft reports, set reserves within the authority, or make claim recommendations concerning reserve changes., • Travel to conferences, mediations, and client meetings as necessary. Qualifications, Skills and Experience: • JD required., • Typically 5-7+ years of relevant claims or legal experience., • Excellent interpersonal communications and negotiation skills., • Ability to thrive in a highly collaborative team environment. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $140,000 to $160,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionMoore Colson is looking for a dynamic Tax Senior Associate to join our Tax team in Atlanta. As trusted advisors, our Senior Associates embody our firm’s commitment to Character, operating with integrity, honesty, and accountability in all client interactions. This role is an exciting opportunity to work for one of the most respected public accounting firms in the country, where exceptional Client Service is central to everything we do. We focus on understanding client needs, delivering tailored solutions, and ensuring that each engagement reflects our promise to exceed expectations. Our industry niches include manufacturing/distribution, real estate, construction, technology, transportation, private equity, financial services, staffing, and professional service firms. Supported by a culture that values and invests in its People, we create an environment where team members are empowered to grow, collaborate, and lead. We are also deeply committed to our Community, encouraging team members to participate in volunteer initiatives and contribute to positive change beyond client work. The role further emphasizes a Consultative mindset—actively listening, asking insightful questions, and guiding clients with strategic, thoughtful recommendationsResponsibilities • Performs technical tax review and governmental tax examinations as deemed by Manager and Senior Manager, • Preparation of federal, state, and local income tax returns and information filings, • Acts Acting as a resource for tax associates and Business Assurance team members on specific tax issues and/or questions, • Ensuring all federal and state income tax returns are prepared timely, accurately, and in compliance with applicable laws, • Possess a complete knowledge of the firm’s philosophy and its opinions on tax matters, • Communicate Communicating effectively with clients and meets meeting critical deadlines, • Participates Participating actively in client meetings and tax planning efforts, • Assists the Business Assurance (Audit) Department with larger clients when deemed necessary Requirements, • 2 – 4 years’ experience preparing corporate, partnership, and individual, and fiduciary income tax returns in a public accounting firm, • Minimum one (1) year experience supervising and directing work of tax preparers, • Bachelor's degree in accounting or equivalent required, with a master’s degree in taxation preferred, • Current CPA license highly preferred, • Proficient with Microsoft Excel and other Microsoft Office Suite products, • Proficency with CCH ProSystem fx Tax or other tax automation / workflow software is a plus preferred, • Client service oriented, • Team player, • Creative problem-solving skills, • Independent, • Exceptional written and verbal communication skills Benefits, • Generous time off: 4 weeks paid vacation, 6 wellness days, and 4 floating holidays, • Flexible, modern work experience: Hybrid schedule + home office equipment provided, • Career investment: CPA assistance, continuing education, coaching & mentoring programs, • Comprehensive benefits package: Medical, dental, vision, 401(k) with match, tuition/certification reimbursement, • Support for your life outside work: Cell phone reimbursement, business casual dress code, fitness membership discounts

Job Description Multi-Site SERVICE MANAGER General Statement of Duties: The Multi-Site Service Manager is a result-driven leader responsible for maintaining properties' physical condition and marketability. Effectively develops and leads strong maintenance teams to accomplish short and long-term objectives for assigned properties and achieve established performance benchmarks. Each Senior Service Manager oversees more than one property. This is a hands-on position as well as a developmental position. Maintain a high degree of trust, loyalty, and truthfulness as a Fiduciary of Columbia Residential. Supervision Received: Reports to Community Manager. Compensation: This is an hourly position. Essential Functions of the Position: Responsible for meeting or exceeding established performance benchmarks for contributing to the financial performance and managing the portfolio’s operations following company and regulatory guidelines: • Supervisor turnkey, ensure that apartment homes are rent-ready within five business days., • Instruct staff in work policies, procedures, safety procedures, and the use of maintenance equipment., • Ensure service requests are completed within company standards. Follow up on service requests to assure the highest quality customer satisfaction., • Conduct and/or assist with quarterly housekeeping inspections., • Ensure contractor's repairs meet specifications and established standards., • When necessary, plan and prepare service staff work and lunch schedules., • Manage budget by controlling expenses., • Attend and participate in resident meetings and events., • Accurately complete reports as required., • Manage warranties and coordinate with contractors to schedule repairs., • Counsel staff to resolve performance and human resource issues., • Inspect maintenance equipment weekly to ensure that it is working properly., • Conduct annual performance evaluations., • Conducted inventory of current stock and ordered parts/supplies to ensure that supplies and equipment were available in adequate amounts., • Maintain asset inventory system for internal audit purposes., • Ensure the maintenance team is in company-approved uniform., • Perform other duties as assigned by management., • Will schedule and be part of an on-call schedule., • Maintain all required maintenance logs, find below:, • Environmental Protection Agency log (EPA) which documents refrigerant along with copies of invoices., • Mold., • Inspection., • On Call., • All others as required. Skills/Specialized Knowledge: • Ability to read, write, understand, and communicate effectively with a team., • Ability to use a personal computer and working knowledge of Microsoft Word, Outlook, and Excel., • Heating, Ventilating, and Air Conditioning (HVAC) knowledge is required., • Knowledge of (property) site functionality., • Strong organizational and time-management skills., • Excellent customer service and interpersonal skills., • Ability to negotiate a contract., • Ability to set goals and consistently meet deadlines., • Ability to use standard maintenance tools and equipment in a training capacity., • Ability to perform intermediate mathematical and accounting calculations., • Knowledge of federal fair housing laws and any applicable local housing provisions., • Ability to multi-task., • Ability to make quick and effective decisions., • Ability to analyze and resolve problems., • Ability to cope with and defuse situations involving angry or difficult people., • Ability to successfully delegate., • Ability to manage a team., • Ability to conduct interviews., • Ability to train., • Ability to maintain flexibility and creativity in a variety of situations., • Ability to maintain confidentiality., • Ability to drive an automobile. Education and/or Experience: • A high school diploma or equivalent is required., • College degree preferred., • Minimum of 2 years previous experience in property management maintenance, and other building maintenance. Required licenses or Certifications: • Current driver's license and automobile insurance., • EPA Certified Type II or Universal., • Certified Pool Operator (CPO) certification., • Other licenses and/or certifications as required by state law. Other Requirements: • Must comply with all safety regulations including, but not limited to the use of back braces, safety goggles, and gloves when appropriate., • Must always be reachable via phone except during approved time off., • Some travel may be required., • Will be on an emergency call. Physical Demands: • Standing, walking, and/or sitting for extended periods., • Frequent handling, use of hands, fingers, talking, and hearing., • Moderate climbing, bending, stooping, kneeling, crouching, reaching, lifting, and feeling., • Pronounced visual acuity (near and far) and field of vision., • Ability to judge distances and spatial relationships., • Ability to identify and distinguish color., • Ability to distinguish the differences or similarities in odors, such as a gas leak. Mental Functions: • Ability to compare, copy, compute, compile, analyze, coordinate, synthesize, negotiate, communicate, and instruct., • Ability to tolerate stressful situations., • Ability to work under minimal supervision. Work Environment: • Exposure to noise, vibrations, and atmospheric conditions, as well as working in confined or restricted spaces. Hazards: • Exposure to burning fuel, explosive substances, or radioactive rays or waves., • Potential exposure to environmental hazards, chemicals, electrical shock, heights, moving mechanical parts or machines, fire, and radiation. Our Mission: Provide quality affordable housing for low and moderate-income families. Provide an environment for its team members to excel and be recognized and rewarded for their accomplishments Provide the Principals and Partners a fair return on their effort and investment Core Values: EXCELLENCE | INTEGRITY | RESPONSIBILITY | RESPONSIVENESS |RESPECT | CHARACTER

Job DescriptionAHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD. We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived. We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD. The Director of Client Operations – Cloud will oversee the operational execution, governance, and scalability of AHEAD’s Cloud business. This role is a strategic leadership position designed for an operator who thrives in ambiguity and is excited to define the processes, governance, and operating model that will power AHEAD’s next phase of Cloud growth. The Director will play a critical role in shaping how Cloud business is transacted, billed, booked, and supported at scale. This role is responsible for demystifying Cloud operations and translating complex partner programs, funding mechanisms, deal structures, and booking paths into repeatable, compliant, and scalable processes. This leader will achieve results by evaluating and organizing processes, data, and workflow which helps optimize business outcomes. They will need to work cross-functionally driving efficiencies to help AHEAD scale its operations. As a people leader, this Director will manage and grow a global team of Client Operations professionals across the U.S. and India, initially leading a team of approximately five direct reports with expected growth as the Cloud business scales. This role serves as a strategic partner to Sales, Finance, Services, and Executive Leadership, ensuring Cloud transactions are executed accurately, efficiently, and in alignment with company policies and partner program requirements. This role has fiduciary responsibility to the business and must ensure AHEAD’s financial success by acting as a steward of Cloud transactions from pre-sale through post-sale. The Director must possess strong financial and operational acumen, with a deep understanding of Cloud partner programs, deal registrations, funding, quoting, booking, invoicing, and post-sale issue resolution.Responsibilities • Oversee the day-to-day activities and operations of a Cloud-focused team across U.S. and India-based teams, • Lead teams through high-volume, time-sensitive periods including month-end, quarter-end, and year-end close, • Recruit, onboard, develop, and retain top Cloud operations talent as the business scales, • Establish and monitor KPIs to assess team performance, transaction quality, cycle times, and compliance, • Coach team members to deepen their understanding of Cloud business models, partner programs, and their impact on financial outcomes, • Foster a high-performance, collaborative, and accountable team culture across geographies, • Serve as the operational subject-matter expert for Cloud partner programs, including program requirements, deal registrations, funding mechanisms, incentives, and compliance obligations, • Define and operationalize Cloud booking strategies that align with partner program requirements, company policies, and financial objectives, • Design, implement, and scale Cloud-specific operational processes, procedures, and reporting, • Ensure accurate interpretation and execution of Cloud partner agreements, program rules, and financial structures, • Partner with Finance to ensure Cloud transactions align with accounting principles, revenue recognition rules, and margin expectations, • Own Cloud billing and subscription-based operational models, including consumption-based, term-based, and hybrid billing structures, • Establish governance and controls around subscription lifecycle management, including provisioning, renewals, expansions, amendments, cancellations, and terminations, • Ensure accurate booking paths for Cloud transactions, including marketplace and direct partner motions, while minimizing revenue leakage and cash exposure, • Lead investigation and resolution of complex Cloud billing discrepancies, usage variances, pricing issues, and partner funding impacts, • Design scalable processes and reporting to support recurring revenue models, subscription forecasting, and deferred revenue management, • Act as a strategic partner to Sales and Sales Leadership to enable efficient Cloud deal execution while protecting the business, • Manage and resolve escalations related to Cloud opportunity management, quoting, booking, invoicing discrepancies, funding, and post-sale issues, • Support post-sale program management, including investigation and resolution of invoice discrepancies, funding shortfalls, and partner issues, • Maintain regular cadence with Sales Leadership regarding pipeline health, deal structure considerations, and Cloud-specific risks, • Review Cloud sales programs and non-standard transactions to identify and mitigate financial, compliance, and revenue recognition risks, • Partner with Sales, Finance, Cloud partners, and customers to resolve issues impacting order accuracy, revenue recognition, and cash flow, • Present metric-driven reporting and insights to leadership to support decision-making and continuous improvement, • Ensure Cloud operational practices support scalability, audit readiness, and financial integrityQualifications, • 5+ years of Operations or Sales Support in the Technology industry, • 5+ years of direct people management, • 3+ years of exposure to Cloud product sales or operations (i.e: Amazon, Google, or Microsoft), • Bachelor’s degree, Advanced degree in Business, Economics, Finance or Operations or Professional Certification such as Project Management Professional (PMP) or Lean Six Sigma., • Strong people leadership skills, including coaching, performance management, and talent development, • Executive presence with the ability to influence cross-functional stakeholders, • Deep operational and financial acumen with strong understanding of revenue recognition and accounting principles, • Strong analytical, reporting, and problem-solving skills, • Ability to operate effectively in a fast-paced, high-transaction sales environment, • Experience transacting business with international vendors and teams, • Salesforce experience required; Office 365 proficiency, • Strong organizational, communication, and presentation skills

Job DescriptionBusiness Operations Consultant/Project Director POSITION OVERVIEWWork directly with privately held, owner-led businesses to materially improve operational performance, financial controls, and long-term profitability. What sets Cogent Analytics apart is also the defining expectation of this role: we are a client-centric, hands-on consulting firm, and our Project Directors operate as the owner’s boots-on-the-ground co-CEO. For that reason, this role requires 100% domestic travel. Important Fit Note: If your background centers on project coordination, Agile/Scrum facilitation, workflow boards, timeline management, or status reporting, this role will not align with your experience. ROLE SUMMARYBusiness Consultant Project Directors work directly alongside business owners and leadership teams to install the operational, financial, organizational, and accountability systems required to run effectively and scale sustainably. Just as critical, they coach owners and stakeholders at every level to adopt new ways of thinking, operating, and leading, ensuring changes are understood, embraced, and sustained. This is hands-on, on-site transformation work that demands a roll-up-your-sleeves mindset and active leadership, not project oversight. The Business Consultant leads the client relationship from initial engagement through measurable outcomes, ensuring operational and financial improvement. Key responsibilities include driving financial performance, guiding organizational change, coaching ownership and employees, and managing the full lifecycle of the consulting engagement. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES:Deliver quantifiable and sustainable value for clients that is reflected through the income statement, balance sheet, cash flow, and quality of life. This is achieved through the successful development, implementation, training, and evaluation of solutions to client challenges. Oversee the identification and communication of work to be completed on behalf of the client. Responsible for clear and concise communication with the assigned Assistant Director or Sr. Project Director. OTHER REQUIREMENTSAbility to travel onsite with clients (100% travel requirement).Authorized to work in the United States.Minimum of five years of consulting experience with a proven track record of delivering value for clients.Administrative duties completed in a timely and accurate manner.Ability to communicate in English, both written and verbal.Valid state-issued driver’s license and current auto insurance.Advanced computer skills (Microsoft Suite, financial software, dashboards, CRM’s, and PM software)Proven fiduciary responsibility, successfully managing a budget of 10M+, preferred.Prior business ownership preferred. COMPETENCIES REQUIREDProblem Solving – Identifies and resolves problems in a timely manner; develops alternative solutions; uses reason even when dealing with emotional topics.Change Management – Communicates changes effectively and builds broad consensus; monitors transition and evaluates results.Leadership – Exhibits confidence in self and others; inspires and motivates others to perform well; accepts feedback from othersJudgement – Displays willingness to make decisions; supports and explains reasoning for decisions. Gains trust of peers and leadership through sound decision-making.Results Driven – Serious about committing and getting to results. Exemplifies this ability through sound decision-making, backed by logic, understanding contingency planning, with an attitude toward appropriate prioritization and effort.People Oriented – Possess a high EQ and are readily able to connect and build relationships with clients, their staff, and Cogent team members.Conflict Management – Empathetic and able to see all perspectives; graciously communicates differing points of view to build understanding; finds agreeable, forward-looking, and policy-aligned solutions to resolve conflicts others would see as irreconcilable. CULTURAL EXPECTATIONSGiven the unique nature of the company and our strong focus on integrity and values, these cultural components of how we operate will be expected:Cogent Analytics strives to always put our clients first, choosing to do what is in their best interest even if that choice may not be the easy or popular path.Cogent Analytics maintains the highest professional standards and pledges to operate with integrity and honesty in all that we endeavor to do.We believe in a collaborative environment between the administrative staff, Leadership (AD and MD), and Project Directors.We understand and embrace the “Obligation to Challenge," realizing that the status quo can be improved upon based on our unique and diverse capabilities and insights.We embrace diversity, realizing the benefit of working together and sharing individual exceptional insights with the group. Through these insights discovered in the pursuit of solving problems, we will improve results both for our clients and ourselves. All new Project Directors begin on a 1099 contractor basis for a minimum of 90 days. This serves as a mutual evaluation period. Upon successful completion, you will have the opportunity for review to transition into a full-time W-2 employee role with comprehensive benefits. Compensation is based on billable client work, with significant earning potential tied directly to performance and project engagement. Travel is covered by the company.#ZR We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Holy Innocents' Episcopal School (HIES) is seeking a Finance/Entrepreneurship, Economics and Student Managed Investment Fund Instructor. HIES is the largest Episcopal parish independent day school in the country, serving 1,400 students, and offers a fully accredited college preparatory program for students ages three through 12th grade. Holy Innocents’ mission is to develop in students a love of learning, respect for self and others, faith in God, and a sense of service to the world community. The ideal candidate will be a dynamic educator with a passion for entrepreneurship, economics and the development of student leadership through experiential learning pedagogies. This role combines teaching, mentorship and program development. It crosses the departments of both PEAK Leadership Institute and our History department with dedicated time for collaboration and planning. Responsibilities • Instructor for Finance & Entrepreneurship courses (PEAK Leadership Institute course):, • Develop and teach two sections of Finance & Entrepreneurship course., • Attend Unchartered Learning summer conference and training each summer. Additionally, attend training with Unchartered Learning throughout the year (virtually) as needed., • Working with the PEAK Leadership Institute, manage and steward up to thirty community mentors from our network, integrating them into the two classes to work with student groups., • Embrace a mentor mindset, creating a classroom culture of high expectations and high support., • Instructor of Economics education (History Department course):, • Teach one to two sections of AP Microeconomics fostering critical thinking and economic literacy., • Collaborate with the department of History faculty for support and overall department philosophy., • Serve as Student Managed Investment Fund (SMIF) Advisor (PEAK Leadership Institute Signature Club):, • Launch and develop a new SMIF program., • Serve as liaison with the CFO who serves in the fiduciary role., • Build student capacity to manage fund with content knowledge and networking with our industry partner., • Create an executive board of students to lead the fund and foster their leadership development., • Support PEAK Leadership Institute field trips, site visits and overnight extension trips., • Serve as chaperone for various PEAK off campus experiential programming as available.Qualifications and Experience, • Experience: Demonstrated success in education, entrepreneurship, business, or related fields., • Bachelor’s degree Required in Economics, Business, Entrepreneurship, Finance or related field., • Skills: Strong communication, organization, time management, and problem-solving abilities., • Mindset: Energetic, adaptable, self-motivated team player with a passion for student development and leadership., • Preferred Background: Experience in entrepreneurship, business, and project-based learning., • Candidates with significant experience outside of education should consider applying.

Job Description This role is based in North Atlanta, GA. Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1.5B in Assets Under Management (AUM). They have an established office in Atlanta, GA and need an incredible leader to lead that office and drive new business development. As a Partner, you will have a lucrative compensation package including base/bonus/commission, dividends and equity. Depending on the candidate, the total cash compensation for this role should be in the "Mid 6 figures" with equity worth significantly more long term. Responsibilities: • Lead business development initiatives and grow Assets Under Management (AUM) through targeted networking, referrals, and strategic partnerships with centers of influence (e.g., attorneys, CPAs, family offices)., • Be the leader for a small, but high impact Atlanta office., • Serve as a trusted advisor to high-net-worth individuals, families, and business owners on wealth management strategies including investment management, estate planning, philanthropy, and tax optimization., • Manage and grow a book of business by fostering deep client relationships and delivering tailored financial strategies., • Partner with internal teams—investment research, tax specialists, estate and trust advisors—to deliver holistic financial solutions., • Contribute to the strategic direction of the firm, including governance, culture, client service model, and long-term growth strategy., • Mentor, coach, and develop junior advisors to support firm-wide talent development., • 15+ years of experience in the Wealth Management industry along with leadership experience., • You are a natural leader and excited about building something while growing your career and earnings., • Excels at New Business Development and growing AUM, • You have an extensive network and are embedded in the community via memberships like Country Clubs or Tennis Club., • Active on Boards, • Strong Customer / Client services orientation., • CFP Preferred