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Job DescriptionSalary: $50,000-$61,000/year DOE Who We Are: University of Advancing Technology (UAT) is an elite, intimate, private college in Tempe, Arizona, focused on educating students in advancing technology who desire to innovate for our future in disciplines such as Advancing Computer Science, Information Security, Game, and New Media technologies. Are you a technophile who loves the values of the traditional academy, but want the modern technology campus? Living on campus, students are surrounded by a true living-learning technology environment that incubates their ideas into innovations that students can patent and take to market. Students must create an innovation project to graduate. We are an entrepreneurial, results-oriented company recognized for delivering high standards of innovation and service. As an organization designed to change the lives of some of the brightest young minds, we rely on the excellence of every member of our family to continuously exceed our own standards and our students expectations. Who You Are: If youre passionate about building a better future and youre committed to working hard to play your part in building that future, consider UAT as the next step in your career. University of Advancing Technology is looking for an energetic, driven professional that can guide students and families through the exciting process of beginning their studies with UAT. The Admissions Advisor will be responsible for a high-volume of interactions and follow up with students that have interest in achieving their academic goals. This advisor will speak with the student about how UAT can assist them in their educational goals and help guide through the application and enrollment process. Duties: • Facilitates all enrollment activities for studentspursuing enrollment into the University., • Assesses student need and presents information as to why and how University of Advancing Technology may benefit a students personal, academic, and professional goals., • Supports students through consultations, program knowledge, financial aid assistance, insight into residential life, and transfer credit evaluations., • Guide prospective students through the application process. Build relationships with prospective students and track their progress through the recruitment funnel., • Coach students and build rapport with secondary influencers., • Working with students and help guide through the matriculation process, responds to phone and email inquiries on admissions process and status of applications., • Understands and conveys the value of education., • Successfully meets and exceeds goals, but always thrives to break the record., • Youre fast, fun, smart, friendly, and a little bit of a nerd., • Youre motivated and quitting is not in your vocabulary., • You never back down from a little competition., • Youre innovative, resourceful, and a fearless problem solver., • Youre a master of communication and collaboration., • Youre on a mission to surpass customer and manager, • This is not a remote position; candidates must be willing and able to work in-person at the Tempe campus, • Available Schedules: 9am-6pm Monday - Friday or 9am-6pm Tuesday-Friday, 8am-5pm Saturday, • Bachelors degree REQUIRED Salary and Summary of Benefits: $50,000 - $61,000/year DOE • One Medical insurance option with UAT covering 60% of the premium cost, depending on coverage selected., • UAT has your BACK, by covering 100% of the monthly premium for Short-Term and Long-Term coverage., • Dental, Vision, 401k, Life Insurance, and AD&D Options, • Vacation, Personal Time, and over 15 Paid Holidays - we work hard, but give you that extra time to play hard as well!, • Competitive Employee and Dependent Scholarship Programs; we take pride in your educational background and look forward to supporting your families academic goals and endeavors., • Meal Benefit at University Caf. HANGRY? Never heard of here. Come get your meals at the caf, on us, YUM!, • University Store Discount amongst other Discount Programs., • Positive, open, and transparent Work Environment and culture that includes Kudos Program, Casual Fridays and Select Work Weeks, Employee Wellness Activities, Bring your Pet to Campus, along with Summer and Winter Happiness Events., • Flexible Work Schedule: Telecommuting options based on tenure., • Employee Training and Development: Essential Skills Modules are scheduled on the job, allowing for learning, working, and implementation. UAT does not discriminate on the basis of race, color, religion, national origin, sex, age, or disability. It is our intention that all qualified applicants be given equal opportunity and that the selection decision be based on job-related factors. UAT does not sponsor foreign visas. Thank you for your understanding.

Job DescriptionCompany Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers. Job Description As a Mortgage Advisor, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well. ***We offer a guaranteed monthly bonus for first three months! ***Our top producers for the Mortgage Advisor I role make north of 130K ***Our top producers for the Mortgage Advisor II role make north of 200K Work from home/hybrid: We are proudly offering hybrid options in the Phoenix, AZ metro market. What you’ll do: • Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility, • Advise and educate clients on the Lendage mortgage products and the application process, • Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval, • Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process, • Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process, • You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledgeQualifications What you'll bring: • Current AZ resident - role must reside in AZ, • Active NMLS (or able to be reactivated), • Have passed the SAFE exam, • 1+ years of mortgage lending experience for the Mortgage Advisor I role, • Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company, • Ability to work both independently and as a team player, • Ability to work in a continually changing, entrepreneurial team environment, • Passion, great communication skills, self-motivation, a positive attitude, and competitive spirit, • Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity Additional Information All your information will be kept confidential according to EEO guidelines. Achieve well-being with: • 401 (k) with employer match, • Medical, dental, and vision with HSA and FSA options, • Competitive vacation and sick time off, as well as dedicated volunteer days, • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs, • Up to $5,250 paid back to you on eligible education expenses, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first. Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader. #LI-KM1

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

Job Description Bankruptcy Attorney Headline: Chapter 7 Focused, Bankruptcy Attorney—Shape impact with a team setting the new standard. Company Introduction: At Avallonn, we believe that financial empowerment is a tool of the new normal. Our legal team is a key partner to clients facing mounting debt, while fighting misinformation in a fast-moving digital environment. We are trusted advisors, negotiators, and strategist, who guide individuals and businesses through financial hardship with skill, patience, and respect. About the Opportunity: We are seeking a candidate with at least a minimum of one year experience as a practicing Chapter 7 Attorney, with an active AZ Bar license in good standing, to join our expanding team. This is a rare opportunity to immerse yourself in the world of financial disputes, asset negotiation, and high-impact debt restructuring plans that affect individuals and small businesses. You will do more than draft motions; you will be an integral part of case strategy, creditor talks and crafting creative solutions that provide relief. What You’ll Do · Guide clients through case assessment, eligibility, and bankruptcy preparation · Draft and file petitions, prepare schedules and disclosures, and represent clients at all required hearings · Negotiate with creditors and trustees for the best possible client outcomes · Mentor others in customer care, communication, and professionalism · Collaborate with colleagues to integrate technology, credit rebuilding, and financial awareness tools into client service. · Help build our reputation for making stressed clients feel at ease and empowered What Makes You A Great Fit · Juris Doctorate from an ABA-accredited school and an active, clean Arizona Bar license · At least one year of Chapter 7 practice; additional state bars and debt settlement experience are a plus · Required: A minimum of 12 months in hospitality or direct client-service industry work in restaurants, bars, hotels, retail, counseling, or similar customer-focused environments. We hire attorneys who know how to connect with people and keep calm under pressure · Adaptable, skilled communicator and problem-solver · A client centered, non-confrontational interaction style · Comfortable with technology: NextChapter, MS Office, CRM tools · Eager for rapid onboarding (ready to go solo after 1–2 days of in-depth training) Your Impact You will be a trusted advisor to clients under immense financial pressure, combining legal skill with empathy and patience. Your ability to connect with people—honed in hospitality or other service roles—will help clients feel supported, informed, and empowered. That mindset is essential here. Compensation And Benefits We believe in rewarding both stability and growth: · Base Salary: $70,000–$75,000 annually, depending on experience. · Profit Sharing: After 5 months, attorneys enter our profit-sharing track. This starts at 10% and grows by 5% every six months, capped at 35% in year four. · By year four, attorneys who have demonstrated excellence and cultural fit may be invited to explore partnership opportunities. · Work-life integration: Hybrid remote options and generous paid leave, including wellbeing days, to ensure you can do your best work without burning out. Why You Belong Here Be a part of a firm that values client care and impact A drive to thrive both independently and in a collaborative team environment A desire to deliver not just excellent legal work, but also an experience that leaves clients more confident about their future. If you are a lawyer who thrives on serving people — not just processing cases — you’ll find a home here.

Job Description As one of the nation’s largest multi-family and student housing community developers, The Dinerstein Companies has completed over 75,000 multi-family apartments and 44,000 student housing beds in 26 states. TDC is an integrated company specializing in the development, construction, and property management of the nation’s finest apartment communities, with over sixty years in business. Whether it’s luxury mid-rise, high-rise residences or the most innovative off-campus student housing, TDC has the experience, expertise, and reputation for developing premier apartment communities. We are an experienced company. Not a management company. We wake up daily with a renewed mission towards genuine hospitality and authentic care. We seek to build and encourage relationships that create lasting memories. People will know why we love our work by how they feel after each encounter with our team and our communities. The extra degree of customer service makes all the difference. TDC looks for dynamic individuals eager to be the face of our company, brand, and property in our markets. Team members should embody the Core Values of The Dinerstein Companies. Our Community Assistants are the face and personality of the property. Your primary role as a Community Assistant will be to support the property’s leasing efforts, including: • Managing all leasing inquiries, conducting tours, performing follow-ups, and assisting prospects with the application process., • Ensuring digital and/or physical lease files are accurate, complete, and organized., • Reporting traffic, application, and lease number variances to appropriate team members., • Ensuring daily tasks and follow-ups are completed and documented., • Providing excellent customer service to residents, parents, and prospects., • Managing resident requests, concerns, and complaints in a timeline manner., • Assisting in the planning and execution of community events., • Tending to after-hours emergency calls as needed/required by the on-site management team., • Participating in seasonal team events, including turn and quarterly unit inspections., • Online coursework on fair housing, customer service, and company policies., • Follow-ups on prospect, resident, and maintenance surveys to ensure the highest level of customer service., • Regular audits of lease files, resident ledgers, and property reports., • Previous experience in customer service or a related field is a plus, but your passion and people skills are what truly shine., • A commitment to staying informed about the property., • Detail-oriented mindset and the ability to manage multiple tasks efficiently., • Comprehensive health coverage: Medical, dental, and vision insurance provided for eligible employees., • Robust retirement planning: 401(k) plan available with employer matching for eligible employees., • Financial security: Life and disability insurance for added protectionfor eligible employees., • Flexible financial options: Health savings and flexible spending accounts are offered for eligible employees. Apply Today! Are you ready to open the door to a fulfilling career, becoming a vital part of our community, and helping individuals find their perfect home sweet home? The first step in joining us by submitting your resume to: We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $140,500 at plan earnings Responsibilities: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, • This is not just a sales job—it’s a career with purpose and opportunity, • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college, • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clientsQualifications:, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Requires a Bachelor’s degree in finance, business administration, or related field, • Competitive, • Enterprising, • Coachable, • Communicative, • Self-disciplined, • Authentic, • Winning Attitude About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: • Work with a high-performing & growth-oriented team of advisors, • Provide technical and financial support to the advisor team, • Contribute to research projects, • Create client presentation materials, • Be exposed to ongoing client service, sales presentations, and new client onboarding, • Self-starter with a proactive approach to asking questions and problem-solving, • Basic knowledge base across investments, economics, accounting, and financial planning, • A desire to learn more about the wealth management industry, • Excellent attention to detail, multi-tasking, and time management skills, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Location: This position is based out of our office in Scottsdale. This is an in-office position. Salary: $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!

Job Description Job purpose Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA), Estate Planning, and Tax Services firm dedicated to providing clients with integrated and personalized financial strategies. Through Trajan Tax, we offer clients comprehensive planning that goes beyond investments to include proactive tax strategies designed to maximize efficiency and protect wealth. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. The Tax CPA will play a key role in this mission by overseeing all of Trajan Wealth's internal tax reporting and leading the delivery of client-focused tax planning services. This is an exciting opportunity to shape and expand Trajan Tax Services as a core part of our holistic wealth management offering. This position would be working onsite at our Scottsdale corporate headquarters. Duties and responsibilities • Oversee all internal tax reporting for Trajan Wealth, ensuring accuracy, compliance, and timely filings., • Coordinate with leadership to forecast tax obligations, plan for liabilities, and ensure the firm is positioned for compliance and efficiency., • Monitor changes in tax law and regulations impacting Trajan Wealth's internal reporting, proactively updating processes and procedures., • Managing client engagements from start to finish which includes planning, executing, directing and completing tax projects, managing the budget, meeting deadlines and client expectations., • Identify and implement tax planning and consulting opportunities., • Prepare complex tax returns and prepare tax payments, as needed., • Maintain good working relationships with clients to enhance customer satisfaction and work., • Identify and assist with implementation of tax planning and tax savings strategies., • Research and consult on complex tax matters., • Research the implications of tax laws and advise clients on tax-related issues., • Demonstrates initiative, creativity, and imagination on approaching work., • Develops and maintains expertise in the taxation area, responsible to keep appropriate team members informed of changes and developments in the taxation area. Qualifications • Bachelors degree in Accounting or Finance or related field, • Licensed CPA, • 10+ year of progressive tax experience, • Ability to work independently and manage multiple assignments in a fast-paced environment, • Strong customer service focus, • Excellent verbal and written communication skills, • Strong organizational skills required; multi-tasker, • Strong analytical, research and critical thinking skills as well as decision-making skills Benefits • Competitive compensation - $160k to $185k base salary plus bonus, • Future career growth opportunity., • 401(k) with a matching contribution up to 13%., • United Healthcare PPO medical coverage for employees, paid by the company., • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options., • Generous holidays and PTO. Come and join a team that is making a difference in their clients and employee's lives!

Job DescriptionAt Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives. This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally. Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. We are looking for a talented Central Operations Associate to join our regional operations team and provide immediate positive service impact for our Client Service teams and clients. The ideal candidate is passionate about helping others, thrives in a fast-paced environment, and loves to learn and be challenged. As a critical member of the Client Service Operations team, you directly impact the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, service obsessed environment utilizing your exceptional organization, communication and problem-solving skills. This role will support our Client Service teams across the country and be instrumental in onboarding and servicing clients. Take our Values in Action Self-Assessment to see how our values align! Your Role • Prepare and process all documentation related to client onboarding, implementation, and account confirmation, • Act as a primary point of contact for Client Service teams around all operational and tactical service matters, • Follow processes and workflows in CRM for all client service-related issues and partner with Operations Manager to drive and enhance processes, • Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current, • Execute account maintenance tasks such as, account terminations and other special requests as directed, • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers, • Research and handle incoming inquiries from Client Service teams related to the troubleshooting and review of complex account and data discrepancies, • Monitors daily custodial alerts including service changes, new account opening, money movement, trading, etc., • Partner with CS Operations Manager and internal teams to document, review, and update firm policies and procedures, • Participate in team meetings and collaborate with operations leadership team on ad hoc projects and/or initiatives designed to streamline firm policies and procedures around client and team support, • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completionYour Experience, • Minimum of 2 years of relevant experience in financial services industry required; preferably with a Registered Investment Advisor (RIA), investment management firm, or bank, • Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred. High school diploma, completed GED, or equivalent required., • Excellent interpersonal and verbal/written skills, • Self-motivated with a proven ability to work in a fast-paced, deadline oriented, evolving work environment, • Excellent organization, prioritization, and time management skills, • Must be detail oriented with a high degree of accuracy, • Takes pride in providing exceptional support and consistency to clients and the team, • Strong computer skills; proficiency in Microsoft Office products (Word, Excel, Windows) required, • Knowledge of Salesforce CRM, Tamarac, and banking or financial custodian platform preferred, • Expected to learn other position-related systems on the job

Job Description Position: Vice President, Portfolio Management Location: Scottsdale, AZ (Global Headquarters) Type: Full-Time, Leadership Role With 45 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 4.5 billion of real estate assets in the United States and Canada, with more than 88,000 acres under management Position Summary The Vice President, Portfolio Management will be a senior leader within Walton’s Portfolio Management and Real Estate teams, overseeing the performance and execution of investment strategies across Walton’s funds and land assets. This role is critical to driving value for our investors through strategic portfolio oversight, cross-functional leadership, and execution of Walton’s real estate investment objectives. We are searching for a professional with strong analytical skills and a high attention to detail, along with highly developed communications and interpersonal skills. This position will report directly to the Executive Vice President, Finance and Portfolio Management. Responsibilities • Oversee portfolio management activities for Walton’s investment funds and land development projects, ensuring strategies align with company objectives and investor expectations., • Help to lead, mentor, and manage a team of analysts and associates, fostering professional growth and accountability., • Serve as a key advisor to the executive team, providing data-driven insights and recommendations to support portfolio decision-making., • Develop and oversee sophisticated financial models and portfolio optimization strategies., • Partner with the Land Asset Management, Capital Markets, Operations, and F&A teams to execute investment strategies and drive portfolio performance., • Review and evaluate acquisition and disposition opportunities, ensuring projects deliver market-appropriate returns., • Contribute to Capital Markets fundraising efforts and initiatives globally., • Maintain strong relationships with internal and external stakeholders, including financial institutions, investors, and business partners., • Ensure compliance with internal controls, risk management standards, and audit processes. Qualifications • Bachelor’s degree in finance, Business, Accounting, Real Estate, or related field; MBA or advanced degree preferred., • 10+ years of experience in real estate investment, portfolio management, or related field, with proven leadership in managing high-performing teams., • Advanced financial modeling skills with deep knowledge of Excel, • Strong knowledge of real estate markets, investment strategies, and asset management., • Exceptional quantitative and qualitative analytical skills., • Excellent interpersonal and communication skills with the ability to influence at all levels of the organization., • Ability to manage competing priorities and execute under pressure., • Demonstrated high ethical standards and professional integrity. Why Walton At Walton Global, we’re committed to supporting our employees both in and out of the workplace. Our comprehensive benefits package and employee perks are designed to promote well-being, growth, and a healthy work-life balance. Here’s what we offer: • Health & Wellness, • Employer Paid: Medical, • Dental, and Vision insurance, • HSA and FSA options, • Life insurance, • Short-term and long-term disability coverage, • Financial Security, • Competitive compensation packages, • 401(k) retirement plan, • Bonus incentives (based on role and eligibility), • Paid parental leave, • Time Off & Flexibility, • Generous PTO policy and paid company holidays, • Flexible work schedules and hybrid/remote opportunities (depending on role), • Professional Growth, • Training and development opportunities, • Cross-functional collaboration and global exposure, • Additional Perks, • Company-sponsored events and team-building activities, • Casual dress code (where applicable) We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

Job DescriptionSalary: Beginning at $111,500.00 Why Join Us? At Frost, we believe in more than just numbers. As a millennial-driven firm, we understand the value of work-life balance, continuous learning, and making an impact. Our Tax Managers are pivotal in shaping the financial futures of our diverse clientele while fostering a collaborative and innovative work environment. What You'll Do: • Client Advisory: Serve as a trusted advisor, helping clients navigate complex tax landscapes and develop effective strategies., • Team Leadership: Mentor and develop our talented staff, seniors, and supervisors, nurturing a culture of growth and learning., • Tax Expertise: Engage in comprehensive tax planning and compliance, managing intricate tax returns and special service engagements., • Client Engagement: Maintain ongoing relationships with clients, understanding their business needs beyond tax-related aspects., • Project Management: Efficiently manage project timelines and budgets, ensuring high-quality deliverables., • Network Building: Expand your professional network, contributing to our firm's growth and client retention., • Problem Solving: Provide innovative solutions and resolutions to complex tax issues. What We're Looking For: • Bachelor's degree in accounting or related field., • Minimum seven tax seasons of experience., • Certified Public Accountant (CPA) license., • Public Accounting experience., • Preferred experience in Agribusiness and mid to large-size tax firms., • Proficiencywith CCH Axcess, CCH Prosystems fx Engagement, CCH AnswerConnect and other tax preparation / research softwares., • Willingness to travel across the United States (20-40 nights/year)., • Ability to work extended hours during busy seasons. What's In It For You? • Competitive Compensation: We offer a salary that values your expertise and experience., • Generous PTO: Ample paid time off to recharge and enjoy life outside of work., • Comprehensive Benefits: Medical, dental, and vision programs., • 401(k) Retirement: Secure your future with our robust retirement plan., • Education Reimbursement: We support your continuous learning journey., • Career Growth: Access to our Coaching and Mentoring Program and internal learning opportunities., • Professional Memberships: We cover fees for business, civic, and professional organizations., • Well-being Resources: Support for your emotional well-being., • Life and Disability Insurance: Peace of mind with our paid insurance programs., • Parental Leave: Paid maternity and paternity leave., • CPE Memberships: We cover your membership fees to state CPA societies and the AICPA., • Paid CPE: Continuous professional education on us. The Frost Experience: • Initial Screening: A phone call to understand your fit for the role., • Panel Interviews: Engage with HR and potential colleagues to discuss your future with us., • Feedback Loop: Transparent communication throughout the hiring process. Who is Frost? Frost PLLC is a forward-thinking, full-service accounting firm dedicated to personalized financial advice. Our services span tax, assurance, advisory, business valuation, litigation, and animal welfare. We value respect, communication, and a can-do attitude in our associates. Join us if you want a career that balances professional excellence with a fulfilling personal life. *Please note that a detailed job description will be provided to all candidates who advance to the interview stage. This will give you a comprehensive understanding of the role and the exciting opportunities it offers. Frost, PLLCs policy is not to accept unsolicited referrals or resumes from any source that does not have a signed vendor agreement and directly from employees and candidates. • Frost, PLLC will not consider unsolicited referrals and/or resumes from vendors who do not have a signed vendor agreement with Frost, PLLC. (e.g. search firms, staffing agencies, fee-based referral services, and recruiting agencies.), • Any resume or CV submitted to an employee of Frost, PLLC, without a signed vendor agreement in place within the last year will be considered Frost's property.

Job Description About Us: 1-800Accountant is the nation's largest virtual accounting services firm, dedicated to providing accessible and affordable tax and accounting solutions for small business owners across all 50 states. We are committed to empowering entrepreneurs by offering expert financial guidance and innovative technology. Our team culture values integrity, collaboration, and continuous innovation. The Opportunity: We are seeking a results-driven and ambitious Business Development Representative to join our team in our brand new Scottsdale office. As a foundational member of our new office, you'll play a critical role in establishing our presence in this new market, helping to shape our local culture and success. This is a unique opportunity to build your career with a fast-growing company, serving as a trusted advisor to small business owners and helping them navigate the complexities of accounting and tax planning. What You'll Do * Manage a high-volume pipeline of qualified inbound leads and prospects. * Conduct thorough needs assessments with business owners via phone and video calls to understand their unique financial challenges. * Leverage your expertise to recommend and present our comprehensive accounting and tax solutions. * Educate clients on the value of professional financial services, using a consultative approach to address their concerns and build lasting trust. * Collaborate with your on-site team and leadership to achieve sales goals and contribute to the growth of our new office. Who You Are * A minimum of 2 years of proven success in a sales role, with a strong track record of meeting or exceeding sales targets. * Driven by a desire to be a part of a new, growing team and contribute to building a company culture from the ground up. * Excellent communication skills with the ability to build rapport and articulate complex information clearly and professionally. * A self-starter who thrives in a dynamic, goal-oriented environment. * Collaborative and receptive to coaching, with a continuous improvement mindset. The Details * Work Location: This is a full-time, in-office position at our new location in Scottsdale, Arizona. * Standard Operating Hours: 9:30am-6:30pm MST. * Employment Type: Full-time, non-exempt. Compensation & Benefits: * Compensation: * Start at $20/hour PLUS uncapped commission during training, then switch to a forgivable draw with higher uncapped commission potential after training * Commission: Uncapped commission structure with a clear and transparent plan, providing significant upside potential for top performers. * Expected On-Target Earnings (OTE): The average OTE for this role is between $80,000 and $120,000, with top performers exceeding this range. * Benefits: * Health & Wellness: Comprehensive medical, dental, and vision insurance options are available starting the 1st of the month after 60 days of employment. * Financial Wellness: 401(k) plan with a company match and a clear vesting schedule, available after 6 months of employment. * Time Off: Generous paid time off, paid sick leave, bereavement leave, and paid company holidays. * Additional Benefits: Company-paid basic life insurance, long-term disability, and a variety of optional benefits including pet insurance. Why Join Us? At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age. Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success. We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you. Diversity 1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful. #Sales1AZ

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 - $150,000 at plan Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, • This is not just a sales job—it’s a career with purpose and opportunity, • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfactionQualifications:, • Strong relationship management skills and/or experience required, • Ability to successfully network to prospect new potential clients is a must, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Competitive, • Ambitious, • Coachable, • Communicative, • Self-disciplined, • Authentic About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job DescriptionCompany Description From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational projects covering the full spectrum of consultancy, project delivery and post-project operations. With offices located globally, you're never far away from our services. With over 22,000 specialists in more than 60 countries, we blend local knowledge with global insight to tackle challenges of any scale. Our team is dynamic, innovative and client-focused, supported by an inclusive and fun company culture. Our clients value our proactive approach, depth of expertise, integrity and the quality we deliver. As a result, our people get to enjoy working on some of the most exciting projects in the world. Job Description Turner & Townsend is seeking driven and detail-oriented Project Controls professionals to join our growing construction management team in the Phoenix, Arizona area. This is a hybrid role requiring both on-site and in-office presence as needed. It’s an exciting opportunity for construction professionals who are passionate about delivering excellence in cost and schedule management on large-scale, complex construction programs. The ideal candidate brings a strong background in project controls, with a particular focus on cost management, forecasting, and financial reporting, and thrives in a collaborative, fast-paced environment supporting high-tech and mission-critical projects. Responsibilities: • Ensure monthly progress tracking and reporting across all projects, maintaining accuracy and consistency in project controls data., • Report on milestones, planned value, earned value, and percent complete, and provide detailed project commentary., • Attend project status meetings to report on major material status and update forecasts and schedules based on progress discussions., • Summarize project performance metrics and provide strategic recommendations to project teams and leadership to resolve project controls challenges., • Develop, monitor, and update the owner’s Integrated Master Schedule (IMS)., • Serve as a trusted advisor to project stakeholders, offering guidance and recommendations throughout the project lifecycle., • Collaborate with project managers and contractors to maintain schedule integrity and alignment with project goals., • Track and review change orders in coordination with project and cost management teams., • Produce monthly cost and schedule reports for internal and client stakeholders., • Support contract administration, including retention, terms and conditions, insurance, allowances, contingency, and incentives., • Prepare baseline schedules and schedule basis documents for team approval., • Conduct schedule resource loading and leveling, and consolidate contractor schedules into the IMS., • Assess impacts to critical and near-critical paths and communicate findings to the project team., • Monitor schedule deviations and variances, and support the development of corrective action plans., • Facilitate regular schedule reviews with project teams to ensure timely and accurate data integration., • Lead interactive planning sessions and quantitative risk assessments as needed., • Maintain records of scope changes, trends, and variances affecting cost and schedule performance., • Maintain strong communication with clients and consultants at all stages of the project., • Implement best practices in project controls and contribute to continuous improvement efforts., • Experience supporting semiconductor, high-tech manufacturing, data center, or mission-critical clients is highly desirable., • Proven track record on construction projects or programs valued at $1B+., • Strong cost management experience, including budget development, cost forecasting, variance analysis, and financial reporting., • Proficiency with tools such as Microsoft Power BI, SAP Financial & CPM, Hexagon Ecosys, and Oracle Primavera Unifier., • Familiarity with earned value management (EVM) and cost performance metrics is a plus., • Certifications in Power BI, PMP, Six Sigma, or related areas are beneficial.Qualifications, • Bachelor’s degree in construction management, cost management, quantity surveying, engineering, accounting, finance, or a related field., • Graduate degree in quantity surveying, cost management, construction management, or engineering is preferred., • Minimum of 8 years of construction experience, including a project controls role within the construction industry., • Strong proficiency in project management software (e.g., Primavera P6, Microsoft Project) and advanced Excel skills for data analysis and reporting., • Deep understanding of project control principles, including schedule development, cost control, risk management, and performance measurement., • Excellent analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights., • Strong communication and interpersonal skills to collaborate effectively with multidisciplinary teams and stakeholders., • Ability to manage multiple priorities and meet deadlines in a dynamic project environment., • Knowledge of industry standards, regulatory requirements, and compliance frameworks relevant to large-scale construction projects., • Demonstrated leadership and the ability to influence project teams toward achieving project control objectives. Additional Information Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV’s will be treated as a direct application. All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn

Job Description Hi, we're Oscar. We're hiring a Senior Manager, Medical Economics to join our Medical Economics. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Manager, Medical Economics, leads a team of analysts to guide next steps to support Oscar's total cost of care (TCoC) strategy and efforts. The Senior Manager collaborates with analytical leads across forecasting, medical economics, pricing, network analytics, and data science units to identify medical expense saving opportunities and to develop sound projections and measurements of the medical cost effects and clinical outcomes of programs, with an ultimate goal of improving total cost of care and driving affordability value. You will partner with Oscar's Office of Clinical Affairs and data science team to ensure accurate projections of clinical policy initiatives are reflected in management reporting — e.g. financial close, forecasts, program performance monitoring. You will report into the Senior Director, Medical Cost Analytics. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $142,560 - $187,110 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Lead team programs to identify and measure cost-saving programs., • Provide mentorship, and development planning for team members to promote growth and learning., • Maintain current knowledge of medical economics best practices, and drive innovation and new approaches., • Develop proactive financial models to assess the potential cost and use impacts of proposed clinical programs, network strategies, and policy changes. Conduct sensitivity analyses and stress-testing on models to understand the range of potential outcomes under multiple utilization and cost scenarios., • Perform in-depth analysis of integrated claims and operational data — e.g. medical, pharmacy, labs, authorizations) to identify cost and trend drivers., • Design and build retrospective studies to measure the actual financial and clinical outcomes of implemented programs, comparing results against initial projections., • Promote and shape best practices with respect to documentation., • Contribute departmental improvements in automation, AI application, and analytic tooling to increase efficiency and the sophistication of your team's work., • Serve a trusted analytic partner and advisor to team members in supported functional units., • Maintain relationships and lines of communication with stakeholders., • Influence and collaborate with stakeholders to guide strategic business decisions with respect to medical expense initiatives., • Compliance with all applicable laws and regulations, • Bachelor's degree in a STEM field., • 7+ years of relevant quantitative analysis experience., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one., • Significant experience analyzing and forecasting the financial impact of proposed changes to clinical policies, policy sets, utilization management processes, and clinical pathways., • Experience developing measurement of clinical intervention ROI., • Knowledge of prior authorization optimization and automation., • Familiarity with pharmacy economics., • Background in value-based care analytics. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Notice to Job Applicants.

Job DescriptionDescription: Position Primary Responsibilities: Aircraft Sales & Acquisition Specialist is responsible for leading the end-to-end process of managed aircraft transactions, including sourcing, evaluating, marketing, negotiating, and closing aircraft sales and acquisitions. This role requires deep knowledge of the private and commercial aviation markets, exceptional negotiation skills, and strong client relationship management. Secondary Responsibilities: The Retail Charter Sales Representative is responsible for generating and managing sales of private charter services to individual and group clients. This role involves identifying sales opportunities, building relationships with new and existing customers, and providing exceptional service throughout the charter booking process. The ideal candidate is a motivated self-starter with excellent communication skills and a passion for delivering tailored travel experiences. Requirements: Sales & Marketing: • Develop and manage a portfolio of managed aircraft operated by our Charter Department, • Create marketing strategies, sales materials, and listings for the acquisition of managed aircraft., • Identify and engage with prospective clients and sellers globally., • Conduct aircraft showings, demonstrations, and attend industry events/trade shows., • Proactively sell private charter services to retail clients through inbound and outbound calls, emails, and client meetings., • Provide detailed information about aircraft types, pricing, routing, and other charter options., • Develop and maintain a client portfolio by building strong relationships and offering personalized travel solutions., • Negotiate contracts, finalize booking details, and coordinate with operations to ensure seamless trip execution., • Monitor market trends and competitor activity to identify new sales opportunities., • Respond promptly to client inquiries and provide high-quality customer service before, during, and after flights., • Maintain accurate records of all sales activities using CRM software., • Source managed aircraft for Sherpa Air Charter Department., • Coordinate pre-purchase inspections and third-party appraisals for aircraft sales., • Negotiate terms of management contracts, purchase agreements, and LOIs., • Build and maintain long-term relationships with aircraft owners, brokers, and aviation professionals., • Serve as a trusted advisor to high-net-worth individuals, corporate flight departments, and charter operators., • It is required for the person fulfilling this position to communicate with the Internal Charter Operations Team; whether it is management, sales, or coordinators., • Responsible for involving Internal Charter Team in any sales and flight planning information with the client., • Creating an open-ended relationship with the Internal Charter Team to track all sales and promote best quality of service on all trips., • Bachelor's degree in Aviation, Business, Finance, or a related field (preferred but not required)., • 3–7+ years in aircraft sales, brokerage, or aviation consulting., • Experience with private/business aviation markets strongly [PH1] preferred., • Proven ability to develop and manage customer accounts — often high-net-worth individuals, corporations, or government agencies, • Experience working with OEMs, MROs, or aircraft brokers., • Deep knowledge of aircraft models, values, and market trends., • Excellent communication, negotiation, and presentation skills., • Proficiency with CRM systems, MS Office, and aircraft valuation tools (e.g., Vref, Aircraft Bluebook)., • Self-motivated and results-driven., • High integrity and professionalism., • Strong analytical and organizational skills. Sherpa Air will make reasonable accommodations in compliance with the Americans with Disabilities Act 1990 EEO/AA: Sherpa 6 does not discriminate based on race, color, national origin, sex, religion age, disability, sexual orientation, gender identity, veteran status, height, weight, or marital status in employment or the provision of services and is an equal access/opportunity/affirmative action employer. Benefits: We offer a competitive benefits package, covering the cost of medical for you and your family; we also offer dental, vision, health and wellness benefits and a generous retirement savings plan. We believe that our employees can manage their workload and their personal life, therefore we extend a generous PTO policy. This allows our employees to balance their lives as they see fit. Salary Range: The proposed salary range is reflective across all Sherpa Air locations, years of experience and skill levels. Salary negotiations will be based on a host of factors including but not limited to your geographic location, prior experience, relevant skills, education, and certifications.