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Senior Associate, Woodland Hills, CA Responsibilities: • Provide excellent timely client service, deliver high quality work, and foster client relationships• Assist in design and implementation of the internal control framework; identifying risks and corresponding key controls surrounding internal controls over financial reporting with expertknowledge of the Sarbanes-Oxley (SOX) Act, including provisions for Sections 404(a) and 404(b), and methodologies for achieving and maintaining compliance with SOX regulations.• Collaborate with process owners to create process narratives, risk and control matrices and flowcharts, and ensure documentation is kept up to-date for scoping, testing, and remediation activities• Lead process walkthrough, inquiries with management, develop probing questions, identify relevant control testing attributes and• Evaluate, synthesize, organize and interpret data and information to conclude on design and operating effectiveness of key controls• Identify control deficiencies and develop value add solutions to that are actionable by leveraging your knowledge, prior experiences, and leading practices• Assist with Active Project Manager with project management activities including status tracking, reporting, and oversight of off-shore delivery team• Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members• Active effort in improving technical and project management skills by leveraging on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training• Be a trusted advisor and intermediary between our clients and their auditors; responding timely to client needs and acting as a key contact with clients• Balance competing priorities with minimal client disruptions, managing time effectively to maintain project progress Qualifications: THIS POSITION REQUIRES A BACHELOR’S DEGREE (OR FOREIGN EQUIVALENT) IN ACCOUNTING, ECONOMICS, BUSINESS MANAGEMENT, BUSINESS ADMINISTRATION, FINANCE OR CLOSELY RELATED FIELD, PLUS 2 YEARS OF WORK EXPERIENCE AS A SENIOR ASSOCIATE BP SOX OR CLOSELY RELATED OCCUPATION. Special Requirements: REQUIRED SKILLS: EXPERTISE/KNOWLEDGE OF: In-depth knowledge of the Sarbanes-Oxley (SOX) Act, including provisions for Sections 404(a) and 404(b), and methodologies to assist public and private clients by performing risk assessment, performing scoping of key business processes, review of consolidated financial statements, including drafting footnote disclosures in accordance with industry standards, control evaluation, control testing, control rationalization and preparation of risk and control matrix.Expertise in conducting inquiry interviews of client representatives or performing walkthroughs to gain understanding of clients' audit processes, documenting the business process by preparing flowcharts (using MS Visio) or narratives as per SOX regulatory requirement.Expertise in evaluating and testing the design and operating effectiveness of internal controls with a focus on subject matter expertise in understanding the key business processes. Skilled in analyzing and optimizing business processes to enhance business operational efficiency and process improvements.Oversee and execute audit and advisory projects, addressing complex accounting and auditing issues, ensuring timely delivery and high-quality results to key business stakeholders. Advise management in process enhancement, mitigating risks, and strengthening controls. Analyze and communicate factors that cause deficient internal control conditions and recommended course of actions for remediation to client senior leadership and key stakeholders.Collaborate cross-functionally with client leadership, key business stakeholders, internal teams, and external auditors, leveraging strong project management and communication skills todrive timely project completion. Ensure adherence to client policies, external accounting and reporting guidelines, compliance frameworks (including SOX 404), while managing complex deadlines and deliverables.Skilled in leveraging accounting applications and platforms such as (AuditBoard, Canvas, Workiva, MS Visio) to enhance project monitoring and reporting.Proficient in assessing IT general controls and evaluating IT application controls, while colloborating with IT team members as part of business process control testing. Skilled in analyzing the impact of system applications on financial reporting and business processes. MUST POSSESS EXPERTISE/ KNOWLEDGE SUFFICIENT TO ADEQUATELY PERFORM THE DUTIES OF THE JOB BEING OFFERED. EXPERTISE/ KNOWLEDGE MAY BE GAINED THROUGH EMPLOYMENT EXPERIENCE OR EDUCATION. SUCH EXPERTISE/ KNOWLEDGE CANNOT BE "QUANTIFIED" BY "TIME." May work from home up to 3 times a week Salary Offered: $100,000 - $130,000 per year. CNM, LLP is an equal opportunity employer. How to apply: Qualified applicants please send resume to Emily Agoston, HR Manager, _. Must reference: SV-25

TEECOM | We Make Technology Work in Buildings Do you want to launch or advance a career at the intersection of technology and the built environment? Do you want to work with exceptional engineers to solve complex problems creatively? Do you want to work with clients to take their building experiences to the next level of connectivity, safety, and wow factor? Do you want to join a company that defines the state of the art in its practice, with visionary leadership and in-house research and development? TEECOM is a $40+ million/year consulting engineering firm with an average annual growth rate of 20% over the past 25 years. We make technology work in buildings through strategic consulting, design and engineering, project management, and enterprise support. We work hard in a fast-paced professional remote environment that will challenge you to learn and grow. TEECOM is one of the fastest-growing companies in the San Francisco Bay Area, with additional teams in New York City, the United Kingdom, the Pacific Northwest, Southern California, and Texas. Join us and make TEECOM even better. About the PositionAs a senior-level project management role, the Associate Principal - Project Manager II directs a team that works together to serve and develop long-term relationships with clients, enabling the team to win work, deliver those projects, and get paid for the work completed. This individual will manage resources and workload assignments, mentor and develop team members, review project financial metrics, identify and follow up on leads, ensure business processes are followed, conduct creative and engineering reviews, and help bring work into the team. • Represent TEECOM Values and Guiding Principles: Individual demonstrates that they CARE about clients and fellow team members, adds VALUE, and earns and builds TRUST., • Deploy Technical Expertise: Individual has demonstrated expert skills in their trade and is able to succeed on their own as well as review, correct, and direct other technical staff to produce exemplary output (documents, etc.)., • Make Difficult Decisions: Projects are often complex, uncertain, and full of ambiguity. Individual has experience with making difficult decisions that directly impact the success of the project., • Solicit Client Feedback: Positive and constructive feedback will have an impact on the project. Individual takes the time to routinely ask the client for feedback and documents and shares the feedback with the team., • Develop Business: Individual has identified opportunities through relationships and networking that have or will position the firm for future work, as well as providing an excellent client experience that results in repeat work., • Augment Company-Wide Communication: Individual demonstrates a commitment to elevating company-wide communication by enhancing internal documentation, fostering team collaboration, and supporting transparency across the firm., • Lead by Example: Individual sets the example for the team by aligning their actions with their words., • Indirect Mentorship: Individual provides indirect mentorship to anyone who asks questions or needs guidance., • Direct Mentorship: Individual serves as a direct mentor to specific staff who seek mentorship to learn and enhance their soft and hard skills., • Technical Expertise: Individual has a deep knowledge of their discipline that is supported by continuing education and certifications., • Guide Decisions: Individual has direct influence on decisions and helps guide the decision in TEECOM’s favor., • Trusted Advisor: Individual has built trust among their clients and fellow team members and therefore is sought as a resource when other employees face difficult decisions and/or challenges., • Knowledge of the AEC industry and the design and construction of technology systems such as telecommunications infrastructure, cabling, audiovisual, security, acoustics, and wired and wireless networks., • Delivery of system designs using an engineering approach to produce a well-coordinated set of construction documents within the project budget., • Large and complex construction projects ($500,000+ TEECOM fee) involving a multitude of disciplines with both long and fast-track timeframes (years or months) in various industry verticals (mission critical, healthcare, workplace, transportation, higher ed, government, industrial, cultural, etc)., • Organization: Keep track of multiple projects and client and team member requests, often on a last-minute basis with excellent follow-up to assure promises are kept., • Documentation: Thoroughly documents, updates, and maintains process documentation, notes, and decisions across appropriate platforms to ensure workflows, processes, and discussions are accessible and up-to-date., • Communication: Conduct business communications in an effective, professional, and concise manner, both verbally and in written formats, and in one-on-one, small-group, and large-group settings. You must read, write, speak, compute, and problem-solve various tasks. Break down complex concepts into smaller and more digestible components that allow for a greater level of understanding by others., • Teamwork: Work as a functional member of a team and successfully work with other teams and business functions to achieve positive results. Facilitate effective project team and cross-functional interactions (Technical, Operations, BD, Marketing, etc.)., • Problem Solving: Approach problems using a methodical and logical method to create a workable solution. Use numbers and mathematical approaches for various tasks. Conduct research using the Internet., • Software: Use software applications effectively and efficiently (G Suite, MS Office, Bluebeam, Slack, Revit, AutoCAD MEP, Navisworks, Bluebeam Studio, etc.) to communicate and deliver work products., • Process Oriented: Follow processes, continually seek to make processes more efficient, enforce processes, and conduct root cause analyses that lead to the update or creation of processes., • Negotiation: Practice the Win-Win negotiation strategy to focus on TEECOM’s interests. If done correctly, both parties will be satisfied with the outcome. Know your BATNA (Best Alternative To a Negotiated Agreement) before entering into a negotiation., • Emotional Intelligence: Nurture, mentor, and manage staff who work in a deadline-driven environment on projects with complex needs. These conditions can lead to stress in team members. Know how and when to apply pressure and when to nurture staff members, resulting in high levels of effective communication, team member satisfaction, motivation, and project results, and leading to a highly functional and successful team., • Mentorship: Mentor the technical staff and teach them the correct processes. Come prepared to maximize the effectiveness of time spent with your team, and keep timeliness in mind so that you act immediately when the situation demands it., • Management: Break down complex projects into smaller tasks, plan, schedule, budget, and mitigate risk to successfully deliver work both for clients and internally for TEECOM. Delegate tasks to the most appropriate resource that allows for the efficient execution of the work while challenging staff and allowing them to grow., • Learn the building design process and the pursuit process, • Lead fee development, Professional Services Agreement (PSA) and Add Service Agreement (ASA) development, and project interview coordination, • Prep and attend pursuit interviews, • Lead fee negotiations with client, • Follow up on open pursuits, • Foster client relationships and fellow design team members and ensures all contact information and important discussions are documented in TEECOM’s CRM, • Ask clients about other current or upcoming projects, • Develop additional business with client, • Attend client and/or industry events, • Lead projects and manage teams/contractors, • Translate a client’s IT vision into a scope, schedule, and budget, • Serve as the interface between the client’s IT and Facilities staff and the integrators and contractors, • Manage expectations with vendors and engineering staff, • Oversee the design and implementation of IT infrastructure and networks, • Document processes unique to the client; track decisions, project expenses, and schedule, • Travel around the U.S. visiting various client sites and overseeing implementation, • Attend or schedule client, construction, or design team meetings to gather or disseminate project requirements as it relates to technology (telecom, security, audiovisual, network), • Manage project communications and information related to technology, • Track and manage all design decisions via design decision log, • Develop and track projects using MS Project, Primavera, and Asana, • Coordinate all technology implementation dates with clients, vendors, and construction team, • Coordinate, track, and manage all network equipment / owner furnished contractor installed (OFCI) equipment (desktop, network, Wifi, printers) as it relates to technology deployment, • Track installation of all contractor furnished contractor installed (CFCI) equipment (cabling, audiovisual, DAS) as it relates to technology, • Track and manage the technology design to meet project requirements, • Provide project master site schedule for major milestones (program, BOM, ROM, room ready, etc.), • Procurement support (write RFP, BOM development, procurement management, quote review, delivery tracking), • Develop and manage network patching matrices, • Coordinate move information between IT telecom and Facilities, • Communicate project status to IT owners from site-ready to go-live, • Provide project documentation to IT owners upon project completion, • Coordinate review of lessons learned upon project completion, • Provide weekly project status reporting to client, • Complete financial reconciliation (quotes vs. ROM) if requested, • Assist with recruiting efforts and the candidate experience, • Regularly document, update, and maintain team-related processes, workflows, and best practices. Actively initiate and participate in discussions about project challenges, process improvements, and other topics that enhance internal documentation and contribute to the team’s success and collaboration, • Perform other work related duties as assigned, • Ensure timesheets/expenses/billing/invoices are accurate, • Achieve billed revenue target each quarter, • Identify, prepare, and secure authorization for Additional Services Agreement (ASA) when scope of the project deviates from the Professional Services Agreement (PSA), • Meet project budgets and positively contribute to profitability, • Ensure that all client and design team due dates, submission dates, and completion dates are met, • Established as an internal mentor and guides less senior staff, • Manage successful internal project team (on time, on budget, positive client feedback), • Gain repeat clients, • Quarterly reviews are completed on schedule, • Utilization equals 85%, • Average hours worked is between 40 and 50 hours per week, • Achieve goals from the Performance Plan each quarter, • Accounts Receivable (AR) over 90 days is less than 10% of the total AR, • Project stale dates are less than 3% in Vision, • Actively engage with GitHub repositories, Callback One, Design Decision Logs, and other pertinent platforms by consistently contributing valuable documentation and participating in discussions to enhance internal documentation and team collaboration., • Education/Degree/Major: Bachelors (business administration or construction management preferred) or equivalent experience, • Minimum of ten years experience in discipline (telecom, security, audiovisual, acoustics, Wi-Fi, network) design for facilities construction projects, • Minimum of ten years experience with project management software, • Minimum of ten years in a consulting role, • Bluebeam Studio, • Microsoft Office 365 Suite, • G Suite, • Asana, • Project Management Professional (PMP) required, • Other industry certifications (RCDD, CPP, CDT, CTS-D, PSP, etc.) are a plus$100,000 - $180,000 a yearThis compensation will vary depending on your role-related skills, experience, knowledge, and subject matter expertise. TEECOM is committed to making sure that we are the right fit for each applicant and that each applicant is the right fit for our team. As we get to know each other throughout the interview process, the compensation may vary within the stated range. TEECOM offers a comprehensive benefits package to support employees and their families, including medical, dental, and vision insurance for employees and their dependents, basic and voluntary life insurance, short-term and long-term disability coverage, a 401(k) plan with profit-sharing contributions, paid parental leave, lifestyle and legal benefits, pet benefits, and performance-based bonuses. Full-time exempt team members also enjoy flexible time off, and all employees receive nine scheduled paid holidays.Your level will be evaluated and determined during the interview process. Please submit your resume and a cover letter. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. NOTICE TO THIRD PARTY AGENCIES: Please note that TEECOM does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, TEECOM will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, TEECOM explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of TEECOM.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.

Full-time Description Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, which is why we offer a family-friendly, flexible, and collaborative hybrid work environment. Our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm. Ballentine Partners is looking for an enthusiastic Operations Associate – Trade Processor to join our growing Operations Team. Responsibilities include: • Execute and monitor trades on behalf of client teams using our trading and custodian platforms. Collaborate on large scale, firm-wide trade plans., • Document and maintain accurate records of all trading activities., • Review trades for accuracy and promptly rectify any errors., • Monitor and mitigate risks associated with trading, e.g., market, operational, liquidity, and compliance risks., • Maintain effective communication and coordinate with Operations team members, client teams, compliance staff, and other stakeholders., • Provide real-time updates on trade execution and market conditions., • Ensure all trading activities comply with internal policies and external regulatory requirements. Conduct real-time compliance checks and post-trade audits., • Monitor market conditions; stay up to date on our Investment Team’s research and market news., • Work on other projects and additional duties as assigned. Requirements The right candidate will be someone who has the following skills: • Strong attention to detail and exceptional organizational abilities., • Ability to manage and prioritize multiple tasks daily., • Ability to work independently and in a team structure with a diverse group of individuals., • Strong Excel and computer skills., • Ability to learn and use new concepts or skills., • Proactivity; ability to anticipate and suggest solutions to problems., • Ability to thrive in a fast-paced, knowledge-intensive, and service-oriented environment., • High professional standards, judgment, and discretion, including the ability to handle confidential information appropriately., • Excellent verbal and written communication skills., • Exceptional interpersonal and relationship-building skills, with a positive and collegial attitude. A Bachelor’s Degree is preferred. A Series 65 license is required and can be obtained upon employment. Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well. For more information on our culture please view our and our . Compensation is made up of a base salary and performance bonus. The hourly rate range for this position is $28 - $38 an hour and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually. We will sponsor applicants for work visas. Ballentine Partners is an Equal Opportunity Employer, and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community. Salary Description $28 - $38 an hour

Benefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Kosnick District of Northwestern Mutual is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our Network Office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: _ Become a part of one of our 3 growing offices located:Greater Rockford, IL: 1252 Bell Valley Rd, Rockford, IL 61108Greater Janesville, WI: 400 Midland Ct Ste 104, Janesville, WI 53546Greater Kenosha, WI: 7137 236th Ave, Salem, WI 53168 A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet the Backbone of Our Success, Our Leaders:Michael Ciske, Financial Representative • How long with NM? Started September, 2023., • Previous experience? Army medic for 16+ years and office manager at a dental office., • Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. Jordan Kosnick, Managing Director: • Time with NM: 15 years, • Background: Former resort valet/bellman, transitioned to NM as an advisor., • Outside Interests: Faith, family, music, fitness, travel (frequent trips to Colombia), and the outdoors. Muskan Musabji, Financial Advisor: • Time with NM: Since January 2025, • Background: Former Project Manager for Walmart’s Realty division, overseeing on-site remodels, managing day-to-day execution, and coordinating with third-party contractors to navigate real-time challenges., • Outside Interests: Enjoys spending time with family and friends, traveling, reading, trying new restaurants, and hiking with her dog. She's also active in the local arts community. Ryan Walton, Financial Advisor/Growth and Development Director: • Time with NM: Since October 2021, • Background: Former call center and law firm roles; chose NM for greater impact., • Outside Interests: Skiing, coding apps/games, card counting, and community volunteer work. Samuel Behm, Financial Advisor / College Unit Director • Time with NM: With NM since January 2020; full-time Financial Advisor for 3+ years and College Unit Director since February 2023., • Background: Began his career with NM during college while studying Business Administration with a finance emphasis. Gained early work experience through part-time roles in fast food, construction, and manufacturing., • Outside Interests: Enjoys traveling with his wife, golfing, staying active through endurance sports, and cheering on the Bears and Cubs. Sandra Yang, Director of Recruiting & Selection: • Time with NM: 1 year, • Background: Talent management experience from Robert Half, plus roles in banking and compliance., • Outside Interests: Enjoys family time, cooking, beauty routines, and exploring new places with her husband and four kids. Position Overview:You will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: • Strong Earnings Potential: Combining first year income and unlimited upside., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Vision insurance., • Retirement plan. Education: • Associate Degree or Higher (preferred)If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Kosnick is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available. Compensation: $71,000.00 - $115,000.00 per year

Chatterboxes is a clinician-built, clinician-led pediatric speech-language pathology practice on a mission to improve the lives of children and to transform what it means to be an SLP. We’re a close-knit, rapidly growing team of experts and innovators, and we’re seeking an exceptional leader, integrator, and builder to help us shape the future of our organization. We value long-term commitment, deep collaboration, and strong relationships. Our team is fully remote administratively, with SLPs delivering exceptional in-person services within our loving patient’s homes and our proud school partners in Massachusetts. We’re expanding quickly into new geographies, and we are seeking an exceptional person who is energized by growth, evolution, and the opportunity to architect scalable operations alongside a talented group of Superwomen 🦸dedicated to elevating the profession. Chatterboxes isn’t just a workplace, it’s a thriving community of Speech-Language Pathologists working to redefine what a sustainable, fulfilling SLP career looks like. Our Sanctuary Model was designed intentionally to combat burnout and promote clinical excellence, creating an environment where clinicians can flourish at every stage of their journey. As we expand, we remain committed to nurturing clinicians’ growth, well-being, and sense of belonging because when SLPs thrive, kids do too. ☀️ Never Alone: SLP’s are part of a built-in network of colleagues, not a one-off placement. Sanctuary Leaders, SLP Liaisons, and the clinical team stay connected daily virtually and meet in person for regular coffee chats, sanctuary activities and quarterly in person team gatherings at restaurants, coffee shops and the like. 🌱 Continuous Growth: We are a team of lifelong learners never satisfied with the status quo. We have high ambition for our professional development not only through typical CEU support but also mentorship tailored to every stage of practice and leadership. 💡 Upward Mobility: Career paths extend far beyond direct therapy. We offer a variety of leadership roles, in-services, x-factors aligned with SLP’s passions, mentorship opportunities, community outreach work, and special projects. 🎉 Vibrant Culture: We celebrate “workiversaries,” host Sanctuary dinners, run Round Robin sessions, and bring in guest speakers to our weekly virtual team meetings to enrich our learning and connection. 🧘 Prioritizing Well-Being: Founded and owned by an SLP, we place clinician well-being at the center of everything. Our Sanctuary Model protects time, energy, and balance to support longevity in the profession. The Director of Operations is the CEO’s execution engine. She is the integrator responsible for converting strategy into operational reality across a high-growth, (soon to be) multi-region pediatric SLP practice. This role ensures that systems, processes, and people can scale as the CEO challenges us to expand into new geographies through new school partnerships and novel SLP recruiting methods. This is the ideal role for someone who thrives in a build-and-scale environment, is tech-forward, has a systems mindset, exceptional project management and execution skills, a magnetic and engaging personality, enjoys creating clarity from complexity, is a doer and a builder, and cares deeply about supporting clinicians so they can perform their best work. • Serve as the CEO’s integrator. Translate vision and decisions into operating plans, accountability structures, and measurable outcomes. Roll up your sleeves and do the work alongside team members. You are a builder first and are not afraid to get your hands dirty in the work., • Elevate our existing operating cadence including our leadership meetings, dashboards, issue tracking, and cross-team communication., • Support the CEO’s growth efforts in the areas of new school partnerships in new geographies, and recruiting by ensuring operational readiness and capacity., • Lead cross-functional initiatives that improve efficiency, quality, and scalability., • Oversee all day-to-day service delivery across home visits and school-based placements. Partner with multiple SLP Managers to ensure: • Caseload balance and productivity, • Efficient geographic routing, • Quality and timeliness of documentation, • Smooth onboarding, supervision, and clinician support, • Elevate existing workflows for Private Client Services, which includes: Intake Forms, evaluations, therapy, treatment planning, school coordination, and family communication., • Build automated systems that reduce administrative burdens and allow SLPs to focus on clinical care., • Own all HR functions directly: onboarding, compliance, performance management, and employee relations., • Coach and develop managers; create leadership capacity across the team., • Foster a cohesive and accountable culture within a meritocracy framework, • Oversee the Payroll & Invoicing Administrator to ensure accurate, timely payroll and invoicing for private-pay and school contract services. Offer solutions that scale to ensure automation as we scale., • Continuous focus on improving margin through operational efficiency, automation, smart systems, and artificial intelligence., • Be a digital native who evaluates, adopts, and optimizes new software tools across the organization., • Collaborate with our Business Intelligence contractor to convert data into insights, dashboards, and decision-making frameworks., • Ensure that the tech stack supports multi-region growth (EHR, scheduling, routing, communication tools)., • Lead implementation and rollout of new systems and tools., • Oversee the Marketing Associate to ensure effective marketing to families, school partners, referral sources and prospective SLPs., • Support operational execution for new school partnerships, ensuring strong “go-live” performance and ongoing partner satisfaction., • Maintain compliance with state licensure requirements, school partner expectations, supervision rules, and documentation standards., • Manage background checks and onboarding compliance., • Maintain and periodically update operational policies, procedures, contracts and documents with the support of an operations consultant., • Lead high-impact projects such as launching new geographies, implementing new software, or redesigning workflows., • Build repeatable playbooks for new school onboarding and clinician support structures., • Drive clear communication during organizational changes., • Geographic routing efficiency, • Time from referral to scheduling, • Employee retention & time-to-fill roles, • Contract satisfaction (schools, families), • Operational readiness for new geographies, • Margin per SLP / operational efficiency, • Payroll & invoicing accuracy, • 8+ years of progressive operations leadership, ideally in healthcare, education services, therapy services, or related fields., • Experience directly managing managers and teams of 20–50+., • Strong project management skills and a track record of running complex initiatives., • High technical aptitude; comfortable implementing and optimizing software tools. AI curious., • Ability to interpret data and turn insights into action (with BI support)., • Knowledge of the pediatric SLP landscape; previous experience in pediatric therapy or related services is strongly preferred., • Thrives in a high-growth, change-heavy environment., • Former SLP or clinical background, • Experience launching or scaling businesses., • MBA, MHA, MPH, or related graduate degree., • Systems thinker who brings clarity and structure., • Data-driven, operationally disciplined, and detail-oriented., • Direct, concise communicator with strong judgment., • Low ego; high accountability., • Energized by building, improving, and scaling., • An Empath with a high EQ At Chatterboxes, we prioritize team member's professional and personal well-being: • 401(k) with 50% company match, • Financial literacy resources with a dedicated advisor, • Health, dental & vision insurance (BCBS HMO, with 80% of the single-plan premium covered by Chatterboxes for direct employee), • CEU or related professional development reimbursement up to $1,200/year, • Full reimbursement for ASHA or related professional organization dues, • PTO, • Flexible paid holidays, • Long-term relationship mindset. We're looking for a partner who can serve the company for many years to come., • Embrace the flexibility of remote work, allowing you to achieve a healthy work-life balance while playing a key leadership role in our team's success., • Sleep well at night and be proud of your work by being a part of a team in a mission driven company changing the pediatric speech language pathology industry. We are a neurodiversity affirming organization and proud to be an equal opportunity employer that believes in health, equity, equality, and prosperity for all so we can succeed in changing the way the pediatric speech language pathology industry works for both therapists and patients.

At Real Chemistry, making the world a healthier place isn’t just an aspiration—it’s our everyday reality. Our drive to transform healthcare is informed by our blend of deep scientific expertise, human-centred creativity, and AI-driven insights, fostering a unique environment where innovation thrives and our people are impact-obsessed. As a global agency, we provide a full suite of services across healthcare communications and marketing to our clients, including top players in the pharmaceutical and biotech industries. Our #LifeatRealChem culture is rooted in our people—we believe we are best together and are committed to excellence for both our clients and colleagues. Whether you're a seasoned professional or just starting your career, if you share our passion for healthcare and connection, we invite you to explore our opportunities. Discover your purpose. Embrace innovation. Experience #LifeatRealChem. Job Summary: Real Chemistry is looking for an Associate Director, Medical Strategy to join our growing team! Our Associate Directors play a pivotal role in guiding the direction of projects and aligning within accounts. This position is perfect for scientific and medical experts who excel under pressure and are ready to guide and inspire teams to elevate medical content and build robust client relationships. Our Associate Directors have the opportunity to specialize in content development, team leadership, and/or strategic thinking. This is a hybrid role, based in any of our US offices—including New York City, Boston, Chicago, Carmel, or San Francisco—or remotely within the US, depending on team and business needs. What you’ll do: Therapy area and scientific expertise: Guide teams, contribute through others, and co-create excellent medical content across multiple therapy areas, ensuring that outputs meet/exceed client expectations Strategic thinking Provide strategic guidance and input into account planning Constructively and collaboratively engage with clients to understand their thinking, build on their ideas, providing alternative perspectives Client relationships: Act as trusted advisor for clients with support from senior team members Managing and advising: Guide teams to work competently, confidently and efficiently to deliver high-quality work in high-pressure situations Oversee delegation of work across accounts Business development: Identify opportunities for organic growth understanding client interests and those of their cross-functional stakeholders and work with key strategic contact to leverage opportunity Strategic leadership: Lead, shape and execute strategy for accounts in collaboration with medical writing and client service teams, building on Medical Strategist skills Develop peer-to-peer relationship with key clients to enhance Real Chemistry partnership Be involved in key aspects of the strategy process, from research and analysis to insight and creative brief development Critical thinking: Identify and build product and portfolio strategies Confidently facilitate internal cross-company/function meetings and client meetings/ workshops This position is a perfect fit for you if: Our Company values – Best Together, Impact-Obsessed, Excellence Expected, Evolve Always and Accountability with an “I” – really speak to you. You are adaptable, resilient, and OK with adjusting your scope, responsibilities, and focus as we grow. When things change, so do we. We’re always evolving. You are proactive, driven, and resourceful with strong prioritization skills and a desire to dive into the data. You are highly organized self-starter, able to work independently and under tight deadlines. What you should have: You should bring previous experience within medical education or a related field, including roles that involved management of medical writers and/or strategists You should be able to demonstrate successful direct client interactions A profound understanding of healthcare, science, medicine, and the pharmaceutical industry is essential A high level of academic achievement is expected You’ll need to be personable, articulate, and capable of nurturing relationships, with a knack for delivering persuasive presentations Pay Range: $115,000 - $145,000 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time. Real Chemistry is proud to be Great Place to Work® certified; check out what our people shared about our culture and workplace on our Great Places to Work Profile _. We believe we can do our best when feeling our best, which is why we’ve put together a benefits program designed to give you the support you and your family need at every stage of life. Real Chemistry offers a comprehensive benefit program and perks, tailored to your region. Globally, this includes offices in our key markets with free snacks to keep you running all day long, generous holiday and paid time off, options for private medical, dental, and vison plans, and support in saving for the future. Other perks include mental wellness coaching and support and access to more than 13,000 online classes with LinkedIn Learning. Learn more about our great benefits and perks and search specific offerings in your region at: _. Working with Real HART: Since the pandemic, we have adapted to how our people told us they want to work. We have _ in cities in the US, UK, and Europe with many employees and clients that serve as hubs where and when they need us. For employees who are within an hour of one of our offices, we expect attendance in the office two days per week, either at a Real Chemistry office or onsite with clients. We are also actively opening new office locations, so if one opens near you, our Real HART policy will apply. We are not looking for attendance for the sake of attendance but believe that the opportunity to coordinate in-office team meetings, 1:1 meetings with managers, taking advantage of on-site learning, and connecting with client partners is a critical to delivering on our purpose of making healthcare what it should be. Outside of these offices, we have regions, where people work remotely but come together quarterly for collaboration, culture and learning opportunities. We call this our Real Hybrid and Regional Teams (Real HART) approach. Real Chemistry believes we are best together – and our workplace strategy fosters connection and collaboration in person – but also supports flexibility for our people. Real Chemistry is an Equal Opportunity employer. We continually strive to build and sustain an inclusive and equitable work environment where our employees feel empowered to leverage all they bring from their personal lived experience and professional expertise, to make our team the best in the industry. We encourage motivated and qualified applicants to apply without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity/expression, ethnic or national origin, age, physical or mental disability, genetic information, marital information, or any other characteristic protected by federal, state, or local employment discrimination laws where Real Chemistry operates. Should you require accommodations throughout the interview process please let your recruiter know. *Notice: Real Chemistry and its affiliates' names are being misused by scammers through messaging services, fake websites, and apps. Do not share personal or financial information or make payments to any unverified sources claiming to be connected to Real Chemistry. We are working to stop these unauthorized activities and protect our community. Read more _.

TEECOM | We Make Technology Work in Buildings Do you want to launch or advance a career at the intersection of technology and the built environment? Do you want to work with exceptional engineers to creatively solve complex problems? Do you want to work with clients to take their building experiences to the next level of connectivity, safety, and wow-factor? Do you want to join a company that defines the state of the art in its practice, with visionary leadership and in-house research and development? TEECOM is a $45+ million/year consulting engineering firm with an average annual growth rate of 20% over the past 25 years. We make technology work in buildings through strategic consulting, design and engineering, project management, and enterprise support. We work hard in a fast-paced professional environment that will challenge you to learn and grow, and we play hard through team lunches and events that give back to the community. Join us and make TEECOM even better. About the PositionAs a mid-level project management role, the Associate - Project Manager I works to serve and develop long-term relationships with clients, enabling the team to win work, deliver on those projects, and get paid for the work completed.This individual will manage resources and workload assignments, mentor and develop team members, review project financial metrics, ensure business processes are followed, and help bring work into the team. • Represent TEECOM Values and Guiding Principles: Individual demonstrates that they CARE about clients and fellow team members, adds VALUE, and earns and builds TRUST., • Deploy Technical Expertise: Individual has demonstrated expert skills in their trade and is able to succeed on their own as well as review, correct, and direct other technical staff to produce exemplary output (documents, etc.)., • Make Difficult Decisions: Projects are often complex, uncertain, and full of ambiguity. Individual has experience with making difficult decisions that directly impact the success of the project., • Solicit Client Feedback: Positive and constructive feedback will have an impact on the project. Individual takes the time to routinely ask the client for feedback and documents and shares the feedback with the team., • Develop Business: Individual has identified opportunities through relationships and networking that have or will position the firm for future work, as well as providing an excellent client experience that results in repeat work., • Augment Company-Wide Communication: Individual demonstrates a commitment to elevating company-wide communication by enhancing internal documentation, fostering team collaboration, and supporting transparency across the firm., • Lead by Example: Individual sets the example for the team by aligning their actions with their words., • Indirect Mentorship: Individual provides indirect mentorship to anyone who asks questions or needs guidance., • Direct Mentorship: Individual serves as a direct mentor to specific staff who seek mentorship to learn and enhance their soft and hard skills., • Technical Expertise: Individual has a deep knowledge of their discipline that is supported by continuing education and certifications., • Guide Decisions: Individual has direct influence on decisions and helps guide the decision in TEECOM’s favor., • Trusted Advisor: Individual has built trust among their clients and fellow team members and therefore is sought as a resource when other employees face difficult decisions and/or challenges., • Knowledge of the AEC industry and the design and construction of technology systems such as telecommunications infrastructure, cabling, audiovisual, security, acoustics, and wired and wireless networks., • Delivery of system designs using an engineering approach to produce a well-coordinated set of construction documents within the project budget., • Mid to large-sized construction projects involving a multitude of disciplines with both long and fast-track timeframes (years or months) in various industry verticals (mission critical, healthcare, workplace, transportation, higher ed, government, industrial, cultural, etc.)., • Organization: Keep track of multiple projects and client and team member requests, often on a last-minute basis with excellent follow-up to assure promises are kept., • Documentation: Thoroughly documents, updates, and maintains process documentation, notes, and decisions across appropriate platforms to ensure workflows, processes, and discussions are accessible and up-to-date., • Communication: Conduct business communications in an effective, professional, and concise manner, both verbally and in written formats, and in one-on-one, small-group, and large-group settings. You must read, write, speak, compute, and problem-solve various tasks. Break down complex concepts into smaller and more digestible components that allow for a greater level of understanding by others., • Teamwork: Work as a functional member of a team and successfully work with other teams and business functions to achieve positive results. Facilitate effective project team and cross-functional interactions (Technical, Operations, BD, Marketing, etc.)., • Problem Solving: Approach problems using a methodical and logical method to create a workable solution. Use numbers and mathematical approaches for various tasks. Conduct research using the Internet., • Software: Use software applications effectively and efficiently (G Suite, MS Office, Bluebeam, Slack, etc.) to communicate and deliver work products., • Process Oriented: Follow processes, continually seek to make processes more efficient, enforce processes, and conduct root cause analyses that lead to the update or creation of processes., • Negotiation: Practice the Win-Win negotiation strategy to focus on TEECOM’s interests. If done correctly, both parties will be satisfied with the outcome. Know your BATNA (Best Alternative To a Negotiated Agreement) before entering into a negotiation., • Emotional Intelligence: Nurture, mentor, and manage staff who work in a deadline-driven environment on projects with complex needs. These conditions can lead to stress in team members. Know how and when to apply pressure and when to nurture staff members, resulting in high\ levels of effective communication, team member satisfaction, motivation, and project results, and leading to a highly functional and successful team., • Mentorship: Mentor the technical staff and teach them the correct processes. Come prepared to maximize the effectiveness of time spent with your team, and keep timeliness in mind so that you act immediately when the situation demands it., • Management: Break down complex projects into smaller tasks, plan, schedule, budget, and mitigate risk to successfully deliver work both for clients and internally for TEECOM. Delegate tasks to the most appropriate resource that allows for the efficient execution of the work while challenging staff and allowing them to grow., • Learn the building design process and the pursuit process, • Follow up on open pursuits, • Foster relationships with clients and the broader design team and ensure contact information and relevant discussions are documented, • Participate in client and industry events, • Manage expectations with partners, clients, and engineering staff, • Document processes unique to the client; track decisions, project expenses, and schedule, • Schedule and participate in client, construction, and design team meetings to gather or disseminate project requirements as they relate to technology (telecom, security, audiovisual, network), • Manage project communications and information related to technology, • Develop and track projects using MS Project, Primavera, and Asana, • Track and manage the technology design to meet project requirements, • Maintain, track, and coordinate project-related information and data such as fees, scope, schedules, budgets, workload, and communications to ensure accuracy and accessibility when needed, • Generate, route, file, and distribute team documentation, including meetings, processes, and procedures, • Compile and maintain project filing system (drawings, calculations, specifications) to project management database, • Perform QA/QC on project documentation, • Prepare and assist with scheduling using Asana, • Perform resource balancing, • Develop project plans, • Track project deliverables, • Coordinate review of lessons learned upon project completion, • Provide weekly project status reporting to client, • Complete financial reconciliation (quotes vs. ROM) if requested, • Regularly document, update, and maintain team-related processes, workflows, and best practices. Actively initiate and participate in discussions about project challenges, process improvements, and other topics that enhance internal documentation and contribute to the team’s success and collaboration, • Perform other work-related duties as assigned, • Ensure timesheets/expenses/billing/invoices are accurate, • Achieve billed revenue target each quarter, • Meet project budgets and positively contribute to profitability, • Ensure that all client and design team due dates, submission dates, and completion dates are met, • Accounts Receivable (AR) over 90 days is less than 10% of the total AR, • Established as an internal mentor and guides less senior staff, • Manage successful internal project team (on time, on budget, positive client feedback), • Gain repeat clients, • Quarterly reviews are completed on schedule, • Utilization equals 85%, • Average hours worked is between 40 and 50 hours per week, • Achieve quarterly goals, • Actively engage with GitHub repositories, Callback One, Design Decision Logs, and other pertinent platforms by consistently contributing valuable documentation and participating in discussions to enhance internal documentation and team collaboration., • Education/Degree/Major: Bachelors (business administration or construction management preferred) or equivalent experience, • Minimum of five years experience in discipline (telecom, security, audiovisual, acoustics, Wi-Fi, network) design for facilities construction projects, • Minimum of five years experience with project management software, • Minimum of five years in a consulting role, • Bluebeam Studio, • Microsoft Office 365 Suite, • G Suite, • Asana, • Project Management Professional (PMP) is a plus, • Other industry certifications (RCDD, CPP, CDT, CTS-D, PSP, etc.) are a plus$75,000 - $102,500 a yearThis compensation will vary depending on your role-related skills, experience, knowledge, and subject matter expertise. TEECOM is committed to making sure that we are the right fit for each applicant and that each applicant is the right fit for our team. As we get to know each other throughout the interview process, the compensation may vary within the stated range. TEECOM offers a comprehensive benefits package to support employees and their families, including medical, dental, and vision insurance for employees and their dependents, basic and voluntary life insurance, short-term and long-term disability coverage, a 401(k) plan with profit-sharing contributions, paid parental leave, lifestyle and legal benefits, pet benefits, and performance-based bonuses. Full-time exempt team members also enjoy flexible time off, and all employees receive nine scheduled paid holidays.Your level will be evaluated and determined during the interview process. Please submit your resume and a cover letter. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. NOTICE TO THIRD PARTY AGENCIES: Please note that TEECOM does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, TEECOM will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, TEECOM explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of TEECOM.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.

Knowledge of financial industry, financial products, and financial planning concepts. Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized we

As an Associate Financial Advisor at BECU, you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Tailored Financial Planning: Offer personalized financial planning and investment advice, including IRAs and 529 plans, while ensuring that

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team. If you are an experienced, licensed financial professional looking to build a long-term career within

Job Description Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families. Our client is seeking an Associate Advisor to support the delivery of high-touch, family office-level service to sophisticated clients. Working alongside Advisors and Senior Advisors, this individual will play a key role in financial planning, investment analysis, client meeting preparation, and ongoing relationship management. This position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. This is an exceptional opportunity for an ambitious wealth management professional seeking direct client exposure and a clear path toward becoming a trusted advisor. Responsibilities • Partner with Advisors and Senior Advisors to deliver wealth management services to ultra-high-net-worth clients., • Assist with financial planning, investment analysis, and portfolio reviews., • Analyze client holdings, investments, and forecasting scenarios., • Conduct investment research on markets, asset classes, and securities., • Evaluate portfolio allocations and investment strategies., • Execute investment programs and place trades under senior advisor direction., • Prepare customized reports, client presentations, and investment analyses., • Support estate planning and wealth transfer discussions through presentation development and analysis., • Maintain current knowledge of investment markets, industry trends, and financial planning strategies. Qualifications • 3+ years of experience supporting ultra-high-net-worth clients within wealth management, private wealth, family office, or investment advisory environments., • Bachelor's degree required., • Progress toward CFP®, CFA®, CIMA®, CAIA®, or similar professional designation preferred., • Strong analytical, quantitative, and problem-solving skills., • Excellent written and verbal communication abilities., • Advanced proficiency in Microsoft Excel, PowerPoint, and Word., • Ability to quickly learn and utilize financial planning, portfolio reporting, CRM, and data analytics systems., • Highly organized with exceptional attention to detail and a client-first mindset.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation:, • Pay: $90k - $140k base compensation, • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. Ownership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits, • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 yearsVisa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We 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 DescriptionD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Provide trust administration and research support to Trust & Fiduciary Advisors on the D.A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This position may support one Trust & Fiduciary Advisor or a group of Trust & Fiduciary Advisors. Qualifications: • High School diploma and/or equivalent work experience; Associate or Bachelor’s Degree a plus, • Effective communication skills both verbal and written, • Proven analytical ability and detail orientation with ability to manage client and firm priorities, • Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software, • Ability to maintain client confidentiality, • Ability to work effectively as part of a team, • Ability to maintain regular, predictable attendance; ability to work overtime if needed Duties: • Support Trust & Fiduciary Advisor(s) in the delivery of trust services. This includes facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action., • Review and maintain daily reports and other periodic forms; monitor and identify overdrafts; resolve and follow through to completion., • Work with Trust & Fiduciary Advisors to support the opening and closing of accounts through D.A. Davidson Trust Company’s established account opening and closing processes; ensure these actions are completed in an accurate and timely manner., • Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities., • Adherence to all risk management related duties including supporting the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits., • Comply with all policies related to the management of unique assets held within assigned accounts., • Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office., • Perform any other duties and special projects as assigned. What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: • Medical, Dental and Vision, • Company 401(k)and ESOP contribution, • Generous sick, vacation, and maternity/parental leave, • Paid holidays, • Professional Development Opportunities, • Tuition Reimbursement ($15,000 lifetime cap), • Discounted personal insurance including home, auto and recreational vehicles, • Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $23.00 - $27.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

Job Description Are you looking to advance your wealth management career at a firm that provides a collaborative culture and solid work-life balance? Then Coldstream might be a great fit for you! As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you'll be on the path to become a Wealth Manager (advisor). We have a hybrid work environment (in office Tuesdays and Wednesdays) with core hours from 8:00am - 5:00pm. Your Contributions Will Be: • Wealth Planning:, • Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning, • Contribute to the firm's Wealth Strategy Group body of knowledge and client communications, • Client Relationships:, • Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics, • Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers), • Investment Management:, • In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements, • Business Development:, • Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients, • CFP and 3+ years of experience independently producing and presenting financial plans, • Proficiency with eMoney or MoneyGuide Pro, • 5+ years of wealth management experience, including client relationship management, • Interest in acquiring and practicing business development skills, • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint, • Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems), • Excellent communication and organizational skills Benefits: Why Coldstream? • Career Development: We invest in your future, with abundant opportunities for professional growth., • Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun., • Work-Life Balance: Benefit from our hybrid work arrangement and a supportive environment that values work-life integration. In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $130-150k. As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base pay plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: 20-28 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program, • Parking: heavily subsidized parking (you pay just $36 per month) or transit pass, • Wellness reimbursement, • Paid Parental leave: 12 weeks paid for all new parents, • Paid sabbaticals every 10 years and anniversary bonuses every 5 years Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit https://www.coldstream.com/. Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job Description Position: Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private wealth advisory practice of Ameriprise Financial Services Location: Fully Remote (U.S.-based candidates; Midwest/Pacific preferred, other time zones considered) Allegiance Wealth Management practice is a growing, high-performing wealth management team committed to delivering proactive financial planning, strong client service, and scalable operational support as the business continues to expand through both organic growth and acquisition. We are seeking an experienced Paraplanner to join the team in a highly flexible, “utility player” role supporting advisors across planning, trading, client service, and meeting preparation functions. This role is ideal for someone who is already industry-experienced and can step in with a short learning curve, contribute quickly, and operate across multiple functions in a fast-paced advisory environment. Position Overview The Paraplanner will serve as a key support resource to advisors by managing meeting preparation, client follow-up, trading support, and ongoing service needs. This individual will also participate in client meetings as needed, ensuring accurate documentation, seamless follow-up, and a high-quality client experience. This role is designed for a versatile professional who can operate independently while also collaborating closely with advisors and the broader service team. Key Responsibilities • Prepare materials and documentation for client meetings, • Attend client meetings as a secondary support resource for note-taking and follow-up, • Complete detailed meeting follow-up tasks, including action items and CRM updates, • Execute trades and support account servicing requests, • Provide client-facing support, including responding to service requests and coordinating with advisors as needed, • Assist in onboarding and ongoing account maintenance activities, • Maintain accurate and timely updates within CRM and financial planning systems, • Support advisors in delivering a high level of client service and responsiveness, • Help manage workflow across multiple households and advisors in a growing practice Qualifications & Experience • 3–5 years of experience in the financial services industry preferred, • Prior experience in a paraplanner, client service, or operations support role strongly preferred, • Strong preference for candidates with prior wealth management or advisory firm experience, specifically Ameriprise Financial, • Active licensing or ability to obtain required licenses:, • SIE, • Series 7, • Series 66, • Strong understanding of financial services workflows, client servicing, and advisor support, • Ability to manage multiple priorities with accuracy and follow-through, • Strong communication and client service skills, • Comfortable working in a fast-paced, evolving environment, • Experience is prioritized over formal degree requirements Preferred Experience • Financial planning tools (e.g., MoneyGuide or similar platforms), • Morningstar, • PMT / AMT systems, • CRM platforms (Salesforce or similar), • Trading and account servicing systems, • Prior Ameriprise experience strongly preferred but not required Growth & Development This role offers flexibility in career direction based on interest and performance, including: • Potential pathway into Associate Financial Advisor (AFA) track, • Expanded financial planning and client-facing responsibilities over time, • Opportunity to remain in a long-term paraplanner/utility support role Compensation & Benefits • Competitive salary commensurate with experience - $78,000 - $95,000, • Exempt, • Bonus opportunities based on performance, • Health, dental, and vision insurance, • Life insurance benefit, • 401(k) with 4% employer match, • 6-month eligibility period; enrollment begins the following month, • Paid time off (PTO), accrued and increasing with tenure, • 11 paid holidays annually Schedule & Work Environment • Fully remote position, • Collaborative and team-oriented culture with strong communication expectations, • Occasional flexibility required based on client and advisor needs, • Strong preference for candidates comfortable working independently in a remote environment, • Open to most U.S. time zones; Midwest/Pacific preferred Why Join the Practice? This is an opportunity to join a growing wealth management practice that values responsiveness, teamwork, and client-first service. You will play a critical role in supporting advisors, improving operational efficiency, and ensuring clients receive a seamless and high-quality experience. The team culture is collegial, collaborative, and growth-oriented, with a strong emphasis on both professional development and maintaining a supportive work environment. Equal Opportunity Employer The practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds. A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

Job Description Client Advisor Seattle, WA Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm. The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting. Responsibilities: • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy., • Draft and deliver customized reports, planning materials, and meeting presentations for clients., • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility., • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies., • Contribute to multi-generational family discussions and planning sessions. Requirements: • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment., • A working knowledge of estate structures, asset management approaches, and advanced planning techniques., • Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred., • Clear communicator with the ability to simplify complex ideas., • Organized, detail-oriented, and comfortable juggling multiple priorities., • A relationship-builder with high emotional intelligence and a proactive mindset. Compensation & Benefits • Salary range: $88,000 – $150,000, plus discretionary bonus., • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match., • Paid time off starting at 15 days annually, plus holidays., • Support for licenses, certifications, and ongoing professional development., • Team culture that values collaboration, personal growth, and community involvement.

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