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Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting personalized financial strategies, possess a deep understanding of retirement income planning, and have a proven track record of driving sales through a consultative approach, we invite you to apply. In this role, you will be instrumental in securing our membership's financial future by meticulously assessing their current retirement income needs, delivering expert advice, and formulating precise recommendations tailored to each member's unique circumstances. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 12 months. This position can be based in the following locations: San Antonio, TX, Plano TX, Phoenix AZ, or Tamp FL. Relocation assistance is not available for this position. For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees. Documents relevant information as it relates to building a retirement income portfolio. Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill. Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Active Group 1 Life license and required maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license. Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. 4 years of financial industry experience to include retirement income planning and /or sales experience. Experience delivering frequent written and oral communication. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Experience participating in or leading teams. Successful completion of a job-related assessment may be required What sets you apart: US military experience through military service or a military spouse/domestic partner. 3+ years of direct Annuity/ Life Insurance Sales Experience Experience working in an Inbound/Outbound Call Center Industry Designations: CFP, RICP, ChFC Demonstrated ability in leveraging financial planning tools and resources to include Money Guide and Salesforce CRM Lifelong learning and adaptability- commitment to continuous learning and professional development on industry trends, new technology, and best practices Proficiency in integrating annuity and life insurance solutions with investment strategies to create comprehensive client financial profiles Compensation range: The salary range for this position is: $63,590.00 - $121,530.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job DescriptionChief Financial Officer (CFO) Job Announcement Chief Financial Officer (CFO) Native American Connections (NAC)OUR ORGANIZATIONAL HISTORY & TRAJECTORY -Native American Connections (NAC) has been transforming lives and strengthening communities across Phoenix for more than 50 years. Grounded in the values and traditions of Native American culture, NAC was founded with a bold mission: to reduce health disparities by providing compassionate, integrated healthcare and safe, affordable housing to those who need it most. Today, NAC stands as one of Arizona's leading providers of housing and integrated healthcare—serving both Native American and non-Native individuals and families with dignity, innovation, and purpose.Over the past decade, NAC has experienced exceptional growth and organizational advancement. We have significantly expanded our housing portfolio, integrated service model, including residential treatment. As we continue this momentum, we are entering an exciting new chapter focused on strategic growth, operational excellence, financial sustainability, and long-term community impact. This is a unique opportunity for a visionary strategic financial leader to help shape the future of a mission-driven organization that is redefining housing and healthcare across Arizona and beyond.OUR TRANSFORMATION TO A PROVIDER OF CHOICE FOR HOUSING & HEALTHCARE -NAC has undergone a substantial transformation, integrating behavioral health, primary care, and housing solutions under one organizational umbrella. We are recognized for our commitment to culturally competent care and innovation in service delivery—serving individuals and families experiencing homelessness, substance use disorders, mental health needs, and housing insecurity. Our continuum of care model is recognized as the best practice in the region, and we are committed to expanding access and quality for those who need it most.WHAT MAKES US UNIQUE - • Holistic, Culturally Rooted Care: NAC's integrated model of care is built on whole-person wellness, blending clinical excellence with the traditions, values, and healing practices rooted in Native American culture. Our work honors the dignity, resilience, and unique experiences of every individual we serve., • Leader in Affordable & Supportive, Youth Shelter & Transitional Housing: NAC has earned a strong reputation as a regional leader in the development, operation, and sustainability of affordable, supportive, and permanent housing communities that create stability and long-term opportunity for vulnerable populations., • Innovative Behavioral Health Services: We are redefining access to behavioral health and substance use treatment through integrated, person-centered care that removes barriers and expands opportunities for individuals and families who have historically been underserved., • Driven by Advocacy & Equity: NAC is more than a service provider—we are a voice for health equity, social justice, and the belief that safe housing and accessible healthcare are fundamental to thriving communities., • Mission-Focused Leadership & Culture: Our organization is powered by a passionate, collaborative, and value-driven team committed to innovation, strategic thinking, and meaningful community impact. We foster a culture where leadership, creativity, and purpose-driven work thrive.WHO IS THE IDEAL CFO FOR US -Native American Connections (NAC) is seeking a dedicated, mission-driven professional to serve as our next Chief Financial Officer (CFO). The ideal candidate will be responsible for overseeing all financial operations and will collaborate closely with the CEO and Senior Leadership Team to advance both internal and external organizational initiatives. We are seeking someone who is deeply aligned with NAC's environment and culture, and who is committed to advancing our mission, vision, and values. The ideal CFO thrives in a rewarding, team-oriented work environment that values talent, experience, and a strong work ethic. At NAC, we place a premium on individuality, creative thinking, problem-solving, and a strong sense of community.A successful candidate will bring both financial expertise and a passion for social impact. You will support NAC's mission to promote and advocate for access to integrated healthcare, and to create safe, quality, affordable housing. You understand that homelessness and housing instability are significant social determinants of health and wellbeing. You approach work with integrity, innovation, and a collaborative spirit—championing both operational excellence and our ongoing transformation as a provider of choice for housing and healthcare.If you are inspired by the opportunity to lead financial strategy in a dynamic, culturally grounded non-profit—and if you are committed to making a meaningful difference in the lives of those we serve—then we invite you to apply.POSITION SUMMARYThe CFO will be joining a reputable non-profit, reporting to the President/Chief Executive Officer. The CFO will be responsible for all financial and fiscal management aspects of company operations, which include monitoring, analyzing, and directing the fiscal functions of the organization.The Chief Financial Officer (CFO) is a senior executive leader responsible for the organization's financial strategy, stewardship, and operational performance. The CFO serves as a key strategic business partner, ensuring long-term financial sustainability, regulatory compliance, and alignment with organizational priorities. This position leads the development and implementation of financial strategy, manages day-to-day operations, and oversees the finance and accounting department.The CFO provides leadership over all financial functions, including accounting, reporting, budgeting, audit, and capital management, while supporting strategic initiatives across healthcare and affordable housing operations. This role plays a critical part in advancing mission-driven outcomes through sound financial leadership and data-informed decision-making. The CFO works with senior leadership to devise strategies and policies to meet organizational objectives and goals, and reports on financial performance directly to the President/CEO and indirectly to the Board of Directors. He or she must possess strong financial and business acumen.MAJOR RESPONSIBILITIES, • Develop and implement NAC's financial strategy aligned with the mission, strategic plan, and long-term sustainability. Analyze financial performance, market trends, and economic conditions to support forecasting, growth, and risk management., • Prepare the annual budget; produce and present monthly financial statements, cash flow reports, and financial analysis to the President/CEO and Board Finance Committee., • Develop a financial plan aligned with organizational programs, strategic initiatives, and funding priorities., • Oversee accounting systems and internal controls to ensure accuracy, compliance, and a clean annual audit in accordance with GAAP., • Serve as a strategic advisor to the President/CEO and senior leadership, providing financial modeling, forecasting, and analysis for decision-making., • Ensure accurate and timely financial reporting to the Board, Finance Committee, funders, and stakeholders, including key financial statements., • Conduct ongoing financial analysis to identify trends, variances, and opportunities for improvement to support data-driven decisions., • Manage cash flow, investments, and banking relationships to maintain liquidity and optimize financial resources., • Oversee all LIHTC partnership accounting, including capital accounts, equity contributions, cost allocations, and cash flow distribution waterfalls in accordance with partnership agreements and investor requirements., • Manage accounting and financial reporting requirements for multi-layered funding sources (HOME, AHP, ADOH, FHLB, HUD), ensuring compliance with regulatory, reserve, and restricted fund requirements., • Lead cash management, equity pay-in tracking, and financial oversight across the syndication lifecycle, including stabilization, final cost certification, and Year 15 investor exit/accounting transitions., • Lead the annual audit process and serve as primary liaison to external auditors and the Board Finance Committee., • Ensure compliance with all funder requirements, regulations, and contracts, maintaining active communication with funding partners., • Identify and manage financial risks through strong internal controls, policies, and mitigation strategies., • Partner with program and development teams to support grant management, revenue alignment, and sustainable funding strategies.MINIMUM QUALIFICATIONS, • A bachelor's degree is required, preferably in Accounting or Financial Management., • At least 10 years of progressive leadership experience in a financial and/or operational capacity, ideally in a non-profit or mission-driven organization., • Minimum 5 years' experience in affordable housing, real estate finance, or related fields (HUD, LIHTC, etc.)., • Proven experience at the C-suite level, preferably in a non-profit housing and healthcare setting., • Deep knowledge of non-profit financial management, including GAAP, auditing, budgeting, and grant management., • Excellent leadership, strategic, and critical thinking skills., • Strong verbal and written communication skills; ability to present complex information to diverse audiences., • High integrity, credibility, and a steadfast commitment to the organization's mission.PREFERRED QUALIFICATIONS, • MBA, or advanced degree in business, finance, or related field, is desirable., • Experience managing organizational growth and scaling infrastructure., • Experience with Native American organizations or tribal governments., • Knowledge with LIHTC partnership structure including reporting requirements, financial requirements, and cash flow structure. Including laying of funding, regulatory period, partnership responsibilities and communication with syndicators. Possess familiarity with funding partners such as HOME, AHP, ADOH, FHLB., • Familiarity with federal and state health services regulations (Medicare, Medicaid/AHCCCS, etc.).Compensation:NAC offers a highly competitive compensation package, including comprehensive benefits.LOCATIONPhoenix, AZNATIVE AMERICAN PREFERENCEPreference may be given to qualified Native American applicants under the Indian Preference Hiring Act (25 USC 472). PIde1005180678-25405-40832692

Job DescriptionDescription: We are seeking a highly experienced and licensed Civil Engineer to join our team as an Industrial Development Lead Practice Manager. The ideal candidate will have more than 10 years of hands-on experience in the civil engineering field, with a strong technical background in Industrial development projects. This individual should be adept at leading and mentoring teams of engineers, possess exceptional client relationship management skills, and have a proven track record in business development. Project Leadership: Provide strategic leadership in the planning, design, and execution of complex industrial development projects. • Oversee and manage project teams, ensuring the successful delivery of high-quality engineering solutions while adhering to plans, schedules, timelines, and budgets., • Coordinate with various support staff, municipalities, and clients to ensure accurate and timely information flow., • Serve as the primary point of contact for clients, ensuring their needs and expectations are met throughout the project lifecycle. Technical Expertise: • Leverage experience and practical engineering skills to expertly supervise, direct, and/or perform site grading and drainage and storm water management for large industrial sites, heavy haul road and access design, Utility infrastructure, site layout and planning for warehouses, manufacturing and distribution centers., • Perform all duties in strict adherence to local, state, federal, and international building codes, guidelines, and best practices to ensure that every project complies with safety and environmental standards., • Analyze and implement best practices in engineering design utilizing advanced computer aided drafting software and mapping, including but not limited to Civil3D and GIS., • Contribute to the solution-oriented culture of SEG by thinking critically to solve challenging engineering problems., • Stay abreast of industry trends and innovations, integrating new technologies into project workflows. Team Development: • Lead and mentor a team of engineers, fostering a collaborative and innovative work environment., • Provide guidance on technical challenges, professional development, and career advancement opportunities for team members. Client Relationship Management: • Cultivate and maintain strong relationships with clients through effective communication, understanding their needs, and delivering solutions that exceed expectations., • Act as a trusted advisor to clients, providing expert insights and recommendations to enhance project outcomes., • Business Development:, • Lead and own the business development efforts within the Industrial Profit Center, ensuring a robust portfolio of clients and projects that supports the success of the department., • Identify and pursue new business opportunities, contributing to the growth and expansion of the firm., • Collaborate with business development teams to prepare proposals, participate in client presentations, and win new projects. Requirements: • Bachelor’s degree in civil engineering from an ABET-accredited program. Advanced degree (Master's or MBA) is highly desirable., • Professional Engineering (PE) license required., • Minimum of 10 years of progressive experience in civil engineering, with a focus on Industrial development projects. Project list must be provided., • Proven track record of successfully leading and managing engineering teams., • Exceptional technical expertise in civil engineering principles, design practices, construction methods, and local regulations., • Strong client relationship management skills with a demonstrated ability to understand and fulfill client needs., • Experience in business development, including proposal preparation, client presentations, and successful project acquisition., • Business Acumen: Strong understanding of business development, financial management, and strategic planning.

Job Description Location: Phoenix, AZ Why we are different… Talent. Faith. Thrive. When you join Food for the Hungry (FH), you embrace God’s calling for your life and engage in work that combines your talents and faith. In the same way that FH is committed to unlocking resilience and flourishing in communities around the globe, we are dedicated to creating a workplace where our team members can thrive and grow. We believe every imaginable problem has a solution and that our contributions make a difference. FH continues to re-imagine impactful solutions to respond to the devastation of poverty globally. FH serves millions of the world’s most vulnerable people, helping them overcome poverty and injustice by collaborating with country offices to build resources, capacity, and resilience. Food for the Hungry turns adversity into impact. FH has harnessed the power of faith for more than 50 years. Our Heartbeat Christian values permeate throughout the organization. FH is seeking an experienced Finance Manager to oversee FH US finance (USA, USF, and LLC), accounting operations, and financial activities to ensure the organization maintains a strong financial position. The role also supports high-level decision-making regarding FHUS’s financial health. The position is responsible for developing strategies to assess, manage, and minimize financial risks, while contributing to the achievement of organizational goals. The Finance Manager serves as a key business partner to senior executive leadership, driving productivity improvements and risk reduction. A successful candidate will have the following skills & competencies: • Strategic Financial Leadership - Develops and executes financial strategies that support organizational goals, sustainability, and long-term growth, • Financial Management & Accounting Expertise - Applies advanced accounting and financial management knowledge to ensure accurate reporting, sound fiscal stewardship, and regulatory compliance., • Executive Partnership & Influence - Serves as a trusted advisor to senior leaders by providing financial insights that inform strategic decisions and organizational priorities., • Risk Management & Internal Controls -Identifies, assesses, and mitigates financial risks through effective governance, compliance practices, and strong internal controls., • Grant & Donor Compliance - Ensures financial activities comply with donor requirements, grant regulations, and funding restrictions while maintaining accountability and transparency., • People Leadership & Team Development - Leads, develops, and empowers finance staff to achieve high performance, professional growth, and operational excellence., • Financial & Business Acumen - Analyzes financial and operational data to identify trends, evaluate performance, and drive informed business decisions., • Process Improvement & Finance Transformation - Champions continuous improvement initiatives that enhance financial processes, systems, efficiency, and organizational effectiveness., • Data Analytics & Financial Systems - Leverages financial systems, technology, and data analytics to improve reporting quality, operational efficiency, and decision-making., • Communication & Stakeholder Management - Communicates complex financial information clearly and builds productive relationships with leaders, teams, auditors, donors, and external partners., • Ability to travel up to 20% of the time per year in the US and internationally, to insecure countries or locations. What you’ll do… As the Finance Manager, some of the responsibilities will be (not a complete description of responsibilities): • Lead and oversee all aspects of FH US financial management across USA, USF, and LLC entities, ensuring strong financial health, integrity, and alignment with organizational objectives., • Manage and develop the finance function, including supervision of accounting staff, fostering a high-performance team, and ensuring effective workload planning and delivery., • Prepare, review, and present accurate and timely financial reports and analysis to support executive decision-making and organizational performance., • Ensure full compliance with applicable regulations and donor requirements, including US GAAP, USG grants, and other donor-specific financial guidelines and cost allowability standards., • Responsible for the administration of FH US staff retirement plans (401K and 457B) and oversees 401K plan annual audit., • Oversee financial audits and statutory reporting, including leading the annual audit process, 401(k) audit, and preparation of IRS Form 990 and other federal, state, and local filings., • Strengthen and monitor internal controls and financial policies, safeguarding organizational assets and ensuring effective, compliant financial operations., • Manage cash flow, banking relationships, and investment accounts, ensuring liquidity, appropriate controls, and cost-effective financial services., • Review and monitor expenditures and grant spending, ensuring alignment with donor intent, proper fund segregation, and compliance with restricted funding requirements., • Lead cross-functional coordination with Grants and International Finance, ensuring accurate intercompany transactions, reconciliations, and timely fund transfers., • Drive continuous improvement and financial transformation initiatives, including enhancing systems, processes, and financial technologies to improve efficiency and effectiveness., • Serve as a strategic business partner to senior leadership, advising on financial risks, opportunities, and performance, and supporting organizational change management and decision-making., • Other duties as assigned. A successful candidate will have the following: • Bachelor’s degree in accounting or finance required., • Master’s degree in business or finance preferred., • CPA certification is highly desired., • Preferred 10+ years of accounting or finance experience, with at least 5 years in a leadership role in an accounting function in a medium or large-size organization., • Prior experience leading complex finance transformation initiatives., • Non-profit experience is a plus.What you’ll get… Along with competitive pay, FH offers insurance - health, life; paid training; vacation and sick leave; company paid holidays (not a complete description of benefits) WOW us! If you have the experience we are looking for - and want to join our mission - apply today! Help us get to know you better by following these suggestions: submit a resume and cover letter. In your cover letter, answer the following questions: • Why do you want to work for Food for the Hungry?, • Based on what we are looking for, how will you meet the expectations for the role? Safeguarding Policy FH strives to provide an environment free from sexual exploitation and abuse and harassment in all places where relief and development programs are implemented. FH holds a zero-tolerance policy against sexual exploitation, abuse, and harassment. FH expects its employees to maintain high ethical standards, protect organizational integrity and reputation, and ensure that FH work is carried out in honest and fair methods, in alignment with the Heartbeat Values, Safeguarding and associated policies. Violations to stated policies will be subject to corrective action up to and including termination of employment.

Job DescriptionDescription: Sanctuary Camelback Mountain is an award-winning luxury boutique resort set against the iconic Camelback Mountain in Paradise Valley, Arizona. Our intimate hideaway features beautifully appointed casitas, a world-class spa, elements restaurant, jade bar, and exceptional resort amenities, all designed to deliver an effortlessly elegant guest experience. At Sanctuary, our people are at the heart of everything we do. Guided by our Vision and Mission, we deliver luxurious, effortlessly elegant experiences by being adaptive, present, and engaged for both our guests and one another. Our culture is built on service, respect, teamwork, integrity, trust, and ownership—while always remembering to have fun. We are committed to developing our team members, encouraging collaboration, and supporting career growth in an inspiring hospitality environment. JOB SUMMARY This position contributes to Sanctuary’s’ success by managing all restaurant and staff on a daily basis to successfully execute all restaurant operations; strive to continually improve guest and staff satisfaction and maximize the financial performance in areas of responsibility. As a department head, directs and works with the food and beverage management team and staff to ensure that the highest quality standards are met for food, service, and cleanliness with a focus on living the Sanctuary Commitments and vision of Where Pride and Compassion Meet, critical to the success of this position as a Sanctuary community member. JOB FUNCTIONS Note: the following duties and responsibilities are not all-inclusive • Ensure compliance with all F&B policies, standards and procedures by training, supervising, follow-up and hands on management. Lead restaurant managers and staff in pre-service agenda., • Facilitates pre-meal briefings with the Chef and Restaurant Managers to educate restaurant staff on menu items including ingredients, preparation methods and unique tastes., • Ensures staff understands local, state and Federal liquor laws; monitors alcoholic beverage service is in complete compliance with local laws., • Be thoroughly familiar with the menus, ingredients and methods of preparation for each menu item. Thorough knowledge in all beverage and wine list menus. Ability to describe offerings to guests., • Works with Chef and Restaurant Managers to develop promotions, food and wine pairings, menu items and presentations., • Fluent in all hours of operation for all food and beverage outlets., • Responsible for achieving Food and Beverage revenue budget and controlling cost of sales., • Lead and direct all F&B Front of House Managers and staff to ensure their effectiveness in meeting company standards and policies and guest expectations. Lead weekly F&B meetings and attend/contribute to Leadership meetings., • Responsive to all functions and deadlines as required by Accounting., • Maintain and oversee all F&B inventories and control costs. Perform monthly inventory and reconcile with purchases to confirm accurate usage., • Ensures food, beverage, china, glass and silver inventory levels are kept in accordance to guidelines and storerooms are cleaned and maintained., • Oversee bookings and work with restaurant sales associate to maximize F&B revenue through outlets., • Programs the point of sale system in Micros., • Interviews/hires skilled management and hourly staff to meet the business needs of the operation., • Understands the impact of department's operation on the overall hotel financial goals., • Ensures cash control procedures are followed by all Restaurant, and Bar/Lounge staff., • Interacts and responds well to guests who give feedback on product quality and service levels., • Empowers staff to provide excellent customer service. Establishes guidelines so staff understands expectations and parameters. Provides on-going training to ensure guest expectations are achieved., • Observes service behaviors of staff and provides feedback to individuals and or managers. Coaches, counsels when necessary. Provides comprehensive yearly associate and manager reviews., • Reviews Medallia guest satisfaction results and other data to identify areas of improvement; review findings with staff to develop appropriate correction action, shares plans with resort leadership and ensures corrective action is taken to continuously improve results., • Provides upper management with accurate financial monthly summary, maintains accurate job descriptions, manages Trip Advisor reviews and guest responses, manages Medallia responses, and manages Special Department Projects, Capital Expense projects., • Maintain a positive work atmosphere by acting and communicating in a manner that enables positive guest interaction, fluid communication with vendors, co-workers, and property management., • Ensure all equipment is functioning well; immediately report repairs to Director of Engineering., • Perform additional duties as requested by the Director of Food & Beverage.Requirements: JOB REQUIREMENTS The individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he/she can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities. • Extensive knowledge of Restaurant and Bar/Lounge operational procedures (liquor control)., • Knowledge of basic food handling and sanitation standards., • Effective conflict management/problem resolution skills., • Strong organization and platform skills; always present yourself to the highest standards., • Strong decision making and negotiation skills. Ability to effectively listen, speak and write English., • Strong working knowledge of Micros point of sale system, gratuity sheets, employee time edits, and cashier close-outs., • Financial management skills e.g., ability to analyze P&L statements, develop operating budgets, etc., • Ability to work well in stressful and high pressure situations., • Knowledge of overall hotel operations as they affect restaurant and related areas., • Ability to lift and quickly transport up to 50 lbs. on slippery surfaces., • Requires extending arms, bending and stooping to reach materials., • Ability to use standard software applications and hotel systems including POS systems., • Pleasant personality to effectively deal with guests; questions and service, and to contribute to the overall atmosphere of teamwork with fellow staff. QUALIFICATIONS Education • High School Diploma or G.E.D. Equivalent, • Bachelor’s Degree preferred, Hospitality Management Degree beneficial., • Current Food Handler’s Card., • Certifications, as required, to comply with local and state health codes. Related Work Experience • Must have 5-7 years hospitality supervisor or management experience.

Job Description About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview The Client Services- New Business Specialist is responsible for the accurate and timely processing of all new applications received all the way through funding and investment. Duties and responsibilities • Accurately process all new investment account applications, • Accurately process all new Annuity applications, • Manage between 30-50 cases on a weekly basis, • Accurately enter and update client data into CRM, • Follow up and resolve cases that are not in good order or need additional information, • Coordinate and complete conference calls between clients and delivery firms, • Maintain and update financial accounts as needed within CRM, • Provide advisor and client support, • Work with investment team members to ensure timely investment of client accounts, • Responsible for funding each client account (assets under management and annuity) Qualifications • Associates degree or higher, • Preferred 2 years' experience in financial services (application processing a plus), • Excellent written and verbal communication skills, • Excellent customer service skills., • Detailed oriented, • Proficient in Microsoft Office suite primarily email, calendar and excel Benefits • $58,000 base salary plus monthly production bonus, • 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., • Future career growth opportunity. Come and join a team that is making a difference in their clients and employee's lives!

Job Description Position Title: Product Marketing Director – Life & ABLTC Reports to: Partner Department: Marketing – Product & Brand Location: Boston or Pheonix Classification: Full-time / Exempt Summary / Job Objective The Product Marketing Director leads the development and execution of the Life Insurance and Asset-Based Long-Term Care (ABLTC) product marketing strategy. This role is responsible for defining clear positioning, messaging, and go-to-market initiatives that drive product sales, advisor adoption, and long-term advisor retention. This role owns performance measurement across all product marketing efforts and ensures alignment between product, sales, and distribution teams to support market growth and competitive differentiation. Primary Responsibilities • Develop Product Marketing Strategy: Work with sales leaders to define clear, compelling positioning and messaging that resonates with insurance professionals, advisors, brokers, financial institutions, RIAs, financial professionals and their clients., • Field & Sales Enablement: Create sales playbooks, training content, presentation decks, product one-pagers, and campaign materials tailored for ADCs (internal sales), advisors, and their clients., • Drive Advisor Engagement: Create, manage and enhance advisor marketing programs and campaigns that help drive advisor retention and engagement. Develop attribution models to highlight how marketing is helping drive business KPIs., • Provide Competitive Intelligence: Monitor the industry and competitive landscape to identify trends, opportunities, and threats, translating those insights into field-ready positioning and marketing programs., • Campaign Oversight: Plan and execute multi-channel campaigns that promote product awareness, sales opportunities, and advisor recruitment or activation. Drive marketing strategy for product launches and enhancements, working closely with product, distribution, and training teams to align efforts., • Analytics & Optimization: Track and measure product marketing effectiveness through KPIs, campaign performance, and feedback loops to continuously improve strategy and execution. Ensure marketing tactics are tied to business objectives. Management Responsibilities · This role will eventually have a direct report. Qualifications · 7-10 years of financial services experience in marketing with a carrier, agency, distributor or equivalent. · Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through advisor distribution. · Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis. · Experience with market research, competitive intelligence, and data-driven decision-making. · Demonstrated ability to influence and collaborate across all levels of an organization Core Competencies · Strategic Thinking: Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies. · Leadership & Influence: Inspires cross-functional teams and drives alignment without direct authority. · Analytical Skills: Comfortable analyzing data, identifying trends, and using insights to inform strategy. · Communication Excellence: Skilled storyteller who can craft compelling narratives for diverse audiences. · Execution & Agility: Proven track record of managing multiple priorities, adapting to change, and delivering results. · Collaboration: Ability to build strong partnerships across product, sales, marketing, and executive teams. · Innovation: Creative problem-solver who brings fresh ideas to enhance market impact. Compensation & Benefits Compensation (based on experience) • Annual Base salary: $100,000 - $125,000 (exempt), • Annual performance bonus target: 20%, • Commission Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location Primary location preference is Boston. Phoenix would also be considered. Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you're looking to make an impact, we're glad you're here. At Meriton, you'll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way. Safety Coordinator Reports to: Regional Safety Manager FLSA Status: Exempt Location: Phoenix, AZ The Company Meriton is a national investment holding company with a portfolio of companies in the commercial HVAC industry. Founded in 2019, we believe merit has everything to do with standards and that nothing is beyond or beneath us. We base those standards around a set of values that we hold tightly to, ensuring we are building the right thing, at the right time, with the right people. We know that business is earned – never given – and that's why we're serious about what we do. Working together, we'll co-create lasting growth by defining big visions and hammering down little details. Our resources streamline business processes and provide access to a network of teams with extensive industry experience. The Opportunity Seeking an experienced Safety Coordinator with a proven track record for success. The Safety Coordinator will provide direction, consultation and oversight for the administration and implementation of our Environmental, Health and Safety programs, policies, and procedures. Assist in the development of objectives, targets, plans, and procedures for regulatory compliance. Evaluate and provide direction for programs to minimize physical and financial exposure from potential or actual risks. Evaluate and provide direction for safety training requirements. This position requires a high level of correspondence with the service team, sales team, customers, vendors, and owners. Responsibilities • Provide direction for aspects of Environmental, Health and Safety (EHS), including regulatory compliance and worker's compensation., • Assists, plans, and implements safety policies and procedures in compliance with local, state, and federal rules and regulations including Occupational Safety and Health Administration (OSHA) and Department of Transportation (DOT)., • Performs safety surveys and inspections to assure safe and healthy conditions for workers. Prepares written reports of findings and recommendations for corrective or preventive measures where indicated and follows up to ensure measures have been implemented., • Works with service leaders on safety meetings to discuss EHS issues, support programs and projects, and advises on safety compliance concerns and/or preventative actions., • Acts as a safety consultant/advisor to managers and leaders., • Facilitates appropriate safety and health training for all employees, as well as accident prevention and investigation training for managers and supervisors., • Maintains safety files and records., • Works with supervisors in conducting accident investigations., • Manages findings from third party audit to corrective action and closure., • Additional fleet safety administration duties assigned as necessary. The Required Profile • 3-5 years of Construction Safety related experience or equivalent combination of education and related safety experience, • Safety Certification (CHST, CHSO) a plus, • OSHA 500 & 510 certification highly preferred, • First Aid CPR Certified, • Bachelor's degree a plus, • Moderate PC skills in Microsoft Office including Word, Excel, PowerPoint, and Outlook., • Clear Driving Record with current valid license required., • Excellent initiative, interpersonal communications skills, and a demonstrated ability to influence others. Other Skills/Abilities Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks. Environmental Requirements Will be required to work in an office environment and possibly, occasionally in the field. Physical Demands While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. Travel and Work Availability Must be able to travel overnight at leave 10-25% of the time. Must maintain a regular and acceptable attendance at such level as is determined by management. Must be available and willing to work such weekends and holidays as the employer determines are necessary to desirable to meet its business needs. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Meriton is an Equal Opportunity Employer Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship. Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Relocation bonus, • Signing bonus, • Training & development, • Vision insurance You've already proven you can originate. The question is whether your current platform is helping you scale or simply helping you maintain. Guild Mortgage is seeking experienced loan officers who understand that long-term success is built on more than compensation. The strongest mortgage businesses are supported by exceptional operations, accessible leadership, modern technology, servicing-retained customer relationships, and a customer experience that generates repeat clients and referral opportunities year after year. For decades, Guild Mortgage has invested in the infrastructure that helps originators grow sustainable businesses. WHAT MAKES GUILD DIFFERENT Operational Support That Helps You Produce Top producers shouldn't spend their day solving operational problems. Guild provides experienced processing support, in-house underwriting resources, responsive operations teams, and leadership committed to helping loans move efficiently from application to funding. Our goal is simple: allow loan officers to focus on building relationships and growing their business. Servicing That Protects Customer Relationships While many lenders transfer servicing shortly after closing, Guild retains servicing on a significant portion of our portfolio. This helps preserve customer relationships, creates future recapture opportunities, and supports long-term database growth. So far this year, approximately 86% of the loans originated by our team have remained within Guild's servicing portfolio. Technology That Creates Efficiency Loan officers need technology that removes friction, not adds complexity. Guild's digital mortgage platform, borrower experience tools, marketing resources, CRM capabilities, and mobile technology help originators stay focused on production and relationship building. A Growth-Oriented Scottsdale Branch We believe great loan officers thrive when they have direct access to leadership, responsive operational support, and a team committed to execution. Our Scottsdale branch is built around accountability, collaboration, and helping originators grow sustainable businessesnot simply close the next transaction. Stability Matters Guild Mortgage has been helping families achieve homeownership for more than 60 years. As one of the nation's leading independent mortgage lenders, Guild provides the financial strength, reputation, and long-term commitment that originators need to build their business with confidence. RESPONSIBILITIES Originate residential mortgage loans Develop Realtor, builder, financial advisor, and referral partnerships Guide borrowers through financing options and mortgage solutions Deliver an exceptional customer experience throughout the loan process Maintain compliance with all applicable lending regulations Build and grow a sustainable mortgage business Generate repeat and referral business through relationship-based sales QUALIFICATIONS Active NMLS license Mortgage origination experience Established referral relationships preferred Strong consultative sales and communication skills High level of professionalism, integrity, and accountability Self-motivated with a growth-oriented mindset BENEFITS Competitive compensation structure Medical, dental, and vision insurance 401(k) with company match Paid time off Professional development and growth opportunities Industry-leading technology and marketing resources Supportive leadership team Access to in-house operational and underwriting expertise If you're looking for a company that invests as heavily in operational excellence as it does in production, we'd welcome a confidential conversation.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area, • The best products in our industry—and selling something fun!Who are we? Tom James Company is the world's largest retailer and manufacturer of custom clothing. We have almost 60 years of direct selling expertise in the custom clothing industry. We have grown from a single store, to stores throughout 4 continents and more than $500 million in sales. We are vertically integrated which allows us to have complete control over the quality of the garment’s we are providing to our clients. Our sales force consists of highly motivated, service- and sales-minded professionals that strive for growth and leadership. By finding and developing long-term, loyal clients, our people build lifestyles to support their personal and professional goals. Our clients are highly successful, busy professionals who desire convenience, quality and excellent service—which we deliver to them. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Company Overview: At Executive Financial Partners, we help businesses and individuals protect what matters most with premium supplemental health insurance benefits. Our team is built for high performerspeople who take ownership, embrace challenges, and deliver measurable results. We're looking for a Lead Sales Representative who thrives in a fast-paced, results-driven environment, someone who can lead by example while building meaningful relationships with business owners and decision-makers in their territory. Position Description: In this role, you'll balance closing your own sales while mentoring and guiding your team to achieveand exceedtheir goals. We want experienced, driven professionals with a proven track record of success. You'll receive hands-on training, direct mentorship from top performers, and the tools to make a lasting impact on your team and the organization. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job DescriptionThe Role: We're looking for a dynamic Account Executive to take ownership of client relationships and drive sales growth across commercial interior projects. This individual will serve as the key point of contact between clients, design firms, and vendors, ensuring a seamless and consultative sales experience. You'll collaborate closely with internal teams and external stakeholders to deliver high-impact workplace solutions that combine functionality, design, and budget sensitivity. Success in this role means becoming a trusted advisor to clients, navigating complex project needs with ease, and consistently meeting financial and project execution targets. Responsibilities: Lead client engagements from initial meeting through to project completion, aligning on needs, scope, and expectations. Provide product and pricing recommendations, including value engineering and alternate sourcing options. Prepare and present client bids, RFP responses, and pricing proposals. Maintain deep knowledge of ancillary furniture offerings, design trends, and product alternatives across a wide price spectrum. Partner with internal teams and vendors to ensure on-time, high-quality project execution. Build and nurture strategic relationships with designers, vendor reps, manufacturers, and local fabricators. Manage project-related communication and documentation using internal systems. When necessary, step in to manage project execution end-to-end, including order tracking and installation coordination. Requirements: 3+ years of B2B sales experience, preferably in a project-based or design-forward industry. Proven track record of managing client accounts and delivering results. Exceptional communication and presentation skills, with the ability to influence at all levels. Strong project management and organizational abilities; detail-oriented with excellent follow-through. Proficiency in Microsoft Office, particularly Excel. Bachelor’s degree or equivalent experience. Nice to Have: Experience in commercial furniture, interiors, or design. Familiarity with ancillary and contract furniture products. Existing network of vendor and designer relationships in the Phoenix metro area. Salary: $55,000–$70,000 base + commission Location: In-office role based in the Greater Phoenix area (Scottsdale, Chandler, Mesa). Local travel may be required. Benefits Comprehensive health, dental, and wellness plans. Paid holidays, vacation, and leave. Relocation package if needed. Career growth and leadership development opportunities. Collaborative, team-first culture with a strong reputation in the market.

Job DescriptionSalary: About Alston Construction:Alston Construction Company is a nationwide general contractor, with more than 20 offices coast to coast.For 40 years, we have been a true partner, an honest advisor, as well as a responsible contractor for our clients. We believe the success of any project depends upon a strong builder client relationship, and a commitment to establishing common goals and objectives from the project start. Alston Construction offers a diverse background of general contracting, construction management and design-build experience of industrial, commercial, healthcare, education, retail and government projects. We look for passionate construction professionals who share our core values: commitment, integrity, teamwork, and respect. As our CEO, Paul Little, says In order to be successful at Alston Construction, you must enjoy seeing success in others. If this sounds like you and what youre looking for, wed love to hear from you! Our top tier benefits package includes medical, dental, vision, prescription safety glasses, short-term disability, long-term disability, life insurance/AD&D, HSA, health FSA, dependent daycare FSA, EAP, 401(k), Roth 401(k), After-Tax Roth In-Plan Conversion; paid vacation and sick time, paid holidays, tuition reimbursement, Tickets at Work, paid Identity Theft Protection (family coverage) and more! Job Summary: Responsible for providing timely and accurate project accounting services on multiple projects for assigned area(s), including project accounting analysis and review, financial analysis, budgetary analysis, and related reports. Essential Duties and Responsibilities will include: The Project Accountant will be primarily involved with performing the following duties and responsibilities. • Review, analyze, and communicate project financial data that reflects actual financial performance against established budgets., • Effectively communicate with Project Managers, management and others regarding contract documents, change orders and other contract modifications, approvals, and any additional services related to billing., • Create and oversee timely processing of owner contracts., • Report to the Project Manager on the cost status of the General Conditions as well as overall project costs as they relate to budgeted amounts and their impact on project profitability., • Work with project managers in obtaining necessary information to generate timely monthly cost reports., • Assess and pursue opportunities for maximization of client billing., • Work with Project Managers to develop and prepare monthly owner draws and related schedules of values., • Execute lien notices for subcontractors., • Make and implement recommendations to improve department processes and procedures and participate in monthly project review meetings, looking for ways to increase client satisfaction, improve efficiency and improve profitability., • Gather appropriate information from a variety of resources that contributes to planning, proposal preparation, responses to customers, budgeting, and other related activities., • Input, track, and reconcile all job cost related payables., • Review and input all subcontractor pay applications and their related schedules of values., • Process payments to trades and subs in a timely manner and ensure that everyone complies with requisition due dates established by the schedule or contract documents., • Process monthly owner invoices and lien waivers., • Process monthly billing and any adjustments., • Verify receipt of General Liability and Builders Risk Certifications for each project in conjunction with the project team and Risk Management., • Work with Project Managers to close out projects in CMiC., • Maintain thorough and organized project accounting files, to include related lien releases. Education, Experience, and Licensing/Certifications include: • Degree in Accounting, Finance, Business or related field., • Minimum of 5 years of project accounting experience with a construction general contractor., • An equivalent combination of education and experience will be considered. Alston Construction is an Equal Opportunity Employer.

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., • Thrives in a driven environment that utilizes metrics and reporting to improve performance. Skills/ Requirements: • 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, • Youre passionate about helping people achieve their goals. Important Notes: • 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 Description JOB TITLE: Accounting Director FLSA STATUS: Exempt REPORTS TO: Chief Financial Officer DIVISION: Accounting/Finance DIRECT REPORTS: Accounting Manager, Accounting/Payroll Specialist JOB SUMMARY The Accounting Director is a strategic leader responsible for overseeing the organization’s accounting operations, ensuring compliance with GAAP and FASB standards, and driving financial excellence across departments. This role supervises accounting staff, leads policy implementation, manages audits, and serves as a key advisor to senior leadership. The Senior Accounting Manager ensures the integrity of financial data, supports strategic decision-making, and fosters continuous improvement in financial systems and processes. JOB RESPONSIBILITIES • Lead and manage the full cycle of accounting operations, including general ledger, fund accounting, and financial reporting., • Supervise and mentor accounting team members, including the Accounting Manager and Accounting/Payroll Specialist., • Oversee the implementation and enforcement of accounting policies and procedures utilizing fund accounting practices., • Lead the month end, and year end close process, ensuring timely, accurate and complete financials., • Prepare and analyze financial statements (activities, position, cash flow) and variance reports for executive leadership., • Manage and maintain the Chart of Accounts to reflect organizational needs., • Direct the reconciliation of bank accounts and ensure accuracy and risk mitigation., • Lead the preparation and submission of grant budgets, billings, and compliance reporting., • Oversee coordination with Resource Development to ensure compliant accounting, reporting, and release of restricted and unrestricted funds in alignment with donor intent and ASC 958., • Coordinate and oversee the annual audit process, including preparation of schedules and liaison with external auditors., • Identify and implement automation and process improvements across finance systems., • Support strategic planning through budget preparation, forecasting, and financial modeling., • Provide onboarding and training for accounting staff, ensuring alignment with organizational standards., • Act as a financial advisor to leadership, offering insights and recommendations for operational efficiency., • Promote and model BGCAZ “Rules of Engagement” in all professional interactions. EDUCATION and/or EXPERIENCE, LICENSURE and CERTIFICATION • Bachelor’s degree in Accounting, • 7+ years of accounting experience KNOWLEDGE, ABILITY and SKILLS • Highly proficient in Microsoft Office Suite (Excel power-user), • Highly detail oriented., • Thorough knowledge of fund accounting., • Knowledge of GAAP and FASB rules and regulations., • Demonstrated ability to plan, organize, coordinate and direct multiple activities with varied deadlines and deliver in a timely manner, • Demonstrated critical thinking skills with the ability to analyze complex information and recommend efficient, practical and high impact solutions/systems., • Exceptional interpersonal skills with the ability to interact effectively while demonstrating emotional intelligence WORKING CONDITIONS and DRIVING • Travel between BGCAZ Branches and community sites may be required occasionally., • Work is performed in our Program Services Center-Administrative offices EXPECTATION of EXCELLENCE Boys & Girls Clubs of the Valley supports a culture of excellence in all we do and all employees are expected to reflect these values in their daily responsibilities. To be sure we meet our obligations for high performance in all areas, we organize our goals and efforts under these 5 Pillars of Excellence:

Job Description Concord sits at the center of the credit market ecosystem. We provide loan servicing, backup servicing, and capital markets administration for specialty finance lenders, institutional investors, and asset managers. Our clients include originators across fintech, solar, home improvement, equipment finance, and other specialty asset classes. When a lender needs a trusted partner to service their portfolio or a trustee needs real-time reporting, they call Concord. About the role The Director of Collections Strategy & Operations is a senior, non-agent-managing leadership role responsible for owning the end-to-end collections technology ecosystem, performance governance infrastructure, and long-range portfolio recovery strategy at Concord Servicing. This role requires a strategic operator with deep, hands-on expertise in Genesys Cloud platform architecture, a proven track record of driving measurable collections outcomes, and the ability to translate complex portfolio data into executable operational strategy. Acting as the operational extension of the VP of Contact Center, this leader bridges enterprise strategy and dialing execution — architecting campaigns, governing performance standards, and steering technology roadmaps within an internally led near-shore (MXC) collections environment supported by BPO capacity. This position requires regular in-office presence at our Scottsdale, AZ office. Candidates must be able to reliably commute. This is not a remote position. Enterprise Collections Strategy & Portfolio Performance • Define and lead long-range outbound collections strategy across all delinquency stages, customer segments, and recovery phases — aligning portfolio philosophy with measurable business outcomes., • Build and continuously evolve portfolio segmentation frameworks and contact strategies that optimize recovery rates while preserving customer experience., • Identify macro delinquency trends, translate data-driven insights into strategic direction, and own portfolio-level recovery performance and continuous improvement roadmaps., • Partner with Analytics to define performance measurement standards, predictive scoring models, and portfolio health metrics that drive proactive decisioning. Genesys Cloud Platform Governance & Technology Leadership • Serve as the executive business owner of the Genesys Cloud collections ecosystem — owning dialing strategy architecture, campaign orchestration, routing logic, and automation design end-to-end., • Apply hands-on Genesys Cloud expertise to configure, optimize, and govern platform performance, ensuring the technology infrastructure directly supports portfolio recovery objectives., • Establish governance standards across internal and BPO teams for disciplined platform execution, compliance adherence, and consistent methodology., • Partner with IT and Product on platform evolution, integrations roadmap, and long-term scalability planning to maintain competitive technological advantage., • Evaluate emerging collections technology, regulatory shifts, and recovery methodologies — translating industry advancements into actionable platform improvements. Collections Performance Management & Leadership Alignment • Design and own KPI frameworks, performance scorecards, and accountability models that create transparency and drive consistent execution across the collections organization., • Monitor performance against recovery targets, identify structural risks, and develop enterprise-level mitigation strategies before they impact portfolio outcomes., • Deliver executive-ready insights, performance analyses, and strategic recommendations to senior leadership, translating operational data into business-level narratives., • Act as a trusted strategic advisor to the VP of Contact Center on portfolio performance trends, operational risk, technology investment, and growth opportunities. BPO Strategy & Partnership Oversight • Define strategic expectations, governance models, and SLA frameworks for all BPO partnerships supporting collections operations., • Oversee performance standards, audit frameworks, and optimization strategy to ensure external partners align with enterprise collections methodology and compliance requirements. Requirements • 10+ years of collections contact center leadership experience, with demonstrated progression in strategic and operational ownership., • Deep, hands-on Genesys Cloud expertise in a collections environment — including dialing architecture, campaign management, routing logic, and platform governance., • Strong command of collections performance management, including KPI framework design, portfolio analytics, and recovery optimization strategies., • Proven ability to partner with analytics teams to build predictive models, define performance standards, and translate data into operational execution., • Demonstrated experience leading collections strategy in regulated financial services or servicing environments, with a clear understanding of compliance requirements., • Track record of operating as a non-agent-managing strategic leader who drives outcomes through systems, architecture, and performance infrastructure rather than direct team supervision. Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short-Term & Long-Term Disability, • Wellness Resources

Job DescriptionBenefits: • Dental insurance, • Employee discounts, • Free uniforms, • Health insurance, • Profit sharing Service Advisor Duties A Customer Service Prioritize customers in every interaction, striving to exceed their expectations. Maintain a positive atmospherefind ways to accommodate customers and ensure their satisfaction. Adhere to Meineke procedures for welcoming customers, gathering information, explaining the inspection process, and obtaining signed work orders before commencing any work. Educate customers on inspection results, communicate the benefits and value of any necessary work, answer questions, and perform needed repairs according to Meineke protocols. Follow Meineke procedures for customer check-out, including reviewing work done, seeking feedback, scheduling follow-ups, and informing customers about the CSI program. Proactively communicate with customers throughout their visits, keeping them informed and managing issues as they arise. Aim to achieve a 70% email collection rate. Sales Meet weekly and monthly personal sales targets. Contribute to the overall center sales goals. Conduct role-playing presentations with team members before presenting to customers. Phone Procedures Always adhere to Meineke phone procedures, including daily role-playing to maintain skills. Regularly review recorded calls to identify areas for improvement. Assist in training and role-playing with other team members as needed, helping others stay proficient. Building Estimates Possess comprehensive knowledge of Mkey to efficiently build complete repair tickets. Utilize Job Builder, sales packages, and ISE to construct thorough estimates for all work recommended by technicians. Prepare complete repairs, incorporating all relevant parts, services, accessories, and labor to protect the customer's investment and ensure proper vehicle system functionality. Order parts from approved vendors promptly, track arrival, and verify with technicians to ensure accuracy. Assign invoices to the correct RO numbers. Ensure full documentation on every ticket, including inspection sheets, estimates, work orders, final invoices, battery test forms, etc. Center Upkeep Work proactively to maintain a clean, comfortable, and professional center image at all times. Assist with regular center maintenance as needed. Manage cores, returns, inventory deliveries, and other upkeep tasks as requested. Perform closing duties as required, including closing the day in Mkey, bank deposits, cash audits, etc. Teamwork Be a team player and help others achieve their goals. Take initiative on tasks that need to be done without waiting to be asked. Train and teach new team members as necessary. Contribute to a positive and productive team environment. Additional Duties Follow all center policies and procedures. Perform any additional tasks as requested. Lead Service Advisor Responsibilities (Everything above plus below duties) Assist the Shop Manager with back-office and financial tasks, including maintaining accurate daily records of customer transactions and daily center business, ensuring easy access at any time. Track cores, returns, labor warranty claims, and other vendor financials daily to ensure accuracy and manage margins. Resolve any outstanding customer issues or complaints satisfactorily. Manage the daily customer callback process to ensure calls are being made and appointments are being set. Monitor online reviews and Meineke CSI scores regularly; follow up on outstanding issues and train team members on areas for improvement. Assist the Lead Technician in ensuring the shop runs efficiently.

Job DescriptionSalary: $81,000 base + $144,000 on target commission SMB Account Executive At Fullbay, our mission is simple to create safer roads for our families and yours. As leaders in the heavy-duty repair industry, we power shops with technology that helps them run smarter and more efficiently. As an AI-First company, we invite artificial intelligence to eliminate friction, spark innovation, and drive efficiencies in every conversation for our teams and our customers. The Small Business Account Executive drives high-velocity revenue growth by managing the full sales cycle for small shop accounts with 1-2 users through outbound prospecting, BDR-generated leads, and inbound demo requests. SMB AEs own their pipeline from initial contact through close with a focus on strategic pipeline management and consultative selling. SMB AEs are accountable for driving revenue growth, executing customer acquisition strategies, and managing financial negotiations within their assigned segment. The Right Wrench for the Job In a heavy-duty shop, a great technician doesn't just fix what's in front of them they listen to the owner, diagnose the real problem, and recommend the right solution, even if it's not the one the customer walked in expecting. That's the kind of trusted advisor this role demands. You're the right fit if you thrive in a fast-moving, high-volume environment and still find time to run a tight, disciplined pipeline. You can deliver a sharp demo, handle a pricing objection, and close a deal all before lunch and your CRM reflects every step of it. This isn't the role for someone who needs a long runway to build relationships before asking for the business. If you're most comfortable with long, complex enterprise cycles and a small handful of accounts to nurture over months this isn't your shop. But if you're energized by velocity, motivated by a full calendar of demos, and ready to be the person who helps small shop owners realize what better looks like we'd like to talk. Primary Duties & Responsibilities: • Manage the full complex sales cycle utilizing advanced, structured sales methodologies (e.g., MEDDIC, BANT, Sandler)., • Dynamically adjust sales motions and strategies to balance "speed to lead" imperatives with comprehensive pipeline management to drive revenue growth., • Own the responsibility for bookings growth and quota attainment. Continuously synthesize market feedback and buying signals to inform the development of future product features and iterate on the pipeline system., • Design and execute strategic customer acquisition plans for the assigned SMB segment., • Collaborate closely with the BDR team to direct follow-up strategies, optimize lead-routing cadences, and ensure comprehensive coverage to progress high-value opportunities., • Act as a strategic advisor to heavy-duty repair shops by conducting deep discovery to diagnose operational inefficiencies., • Leverage proprietary ROI tools and industry expertise to architect customized, consultative solutions that tangibly improve the shop's business performance., • Exercise independent judgment and discretion in financial negotiations. Possess the authority to independently structure deal terms, waive onboarding fees, and apply strategic service discounts to align with customer budgetary constraints and secure new business. Additional Duties & Responsibilities: • Manage and prioritize inbound and outbound lead flow, balancing rapid response strategies with comprehensive pipeline development., • Understand customer goals, plans, challenges, timeline, budget, and authority; confidently communicate Fullbay's value proposition, • Deliver quality tailored demonstrations of Fullbay to small business prospects based on their needs and priorities with focus on speed and simplicity, • Create and maintain high-volume pipeline through lead generation activities including cold calls, emails, and social touches, • Document customer profiles, responses, and next steps in Salesforce with accuracy and timeliness, • Prioritize opportunities and apply appropriate resources to maximize deal velocity and close rates for small business segment, • Meet or exceed individual and team monthly quota targets for both revenue and deal count, • Become an expert on Fullbay technology and target market segments (small business heavy-duty repair operations with 1-2 users), • Collaborate with team to improve processes and add efficiencies, • Continuously improve sales process and demonstrate willingness to learn and implement best practices, • Adapt to changes in process as the team tests new ideas and strategies, • Adhere to all confidentiality and compliance regulations, • Perform other duties as assigned Minimum Education & Work Experience: • High School Diploma or GED equivalent, • Bachelor's Degree or Military Service experience preferred, • 3-5 years experience as a quota-carrying sales representative in B2B SaaS, • Experience with tech stack tools i.e., ChiliPiper, HubSpot, Zoom, Teams, Slack, G-Suite, • Experience with Salesforce.com required Key Skills and Qualifications: • Comfortable with commission-based position driven by monthly quotas (able to handle meeting and exceeding monthly quotas and handling rejections), • Ability to work in a fast-paced SaaS environment, • Experience using Sales engagement tools: Outreach, SalesLoft, Chorus.ai, Salesforce (we use Salesforce, Zoom, G-Suite, ChiliPiper), • Track record of success and over-achievement in quota-carrying roles, • Self-motivated team player who enjoys wearing multiple hats and inspiring others to do great work, • Technically proficient and experienced with web technologies (able to present pros/cons, use cases/examples, trends, etc.), • Strong presentation skills, experience using video conferencing tools i.e., Zoom, Teams, WebEx, • Excellent communication and persuasive skills (both written and verbal), includes communicating on the phone, email, video conferencing, and in-person, • Ability to think on one's feet to creatively solve prospects' business needs, • Positive attitude, confident, and desire to be the best, • Disciplined in managing pipeline health, forecasting accuracy, and leveraging advanced sales methodologies to drive revenue growth, • Attention to detail, strong organization and time management skills; ability to work independently, • Able to travel up to 25% Physical Demands and Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Regularly required to sit at a desk in front of a computer and use hands to finger, handle, or feel objects, tools, or controls (including a computer keyboard and operating a telephone), lift and/or move up to 10 pounds, • Frequently requires the use of hands and arms for reaching, as well as the ability to walk and communicate effectively through speaking and listening, • Specific vision abilities required by this position include close vision, color vision, and the ability to adjust focus, • Noise level in the work environment is usually moderate, • Type on a computer keyboard and look at a computer monitor, and operate a cell phone or a computer-based phone

Job DescriptionDescriptionWilson Engineers is an Arizona-based engineering firm with more than 200 professionals specializing in water and wastewater engineering and construction management services. We are dedicated to delivering ethical, reliable, and high-quality solutions to our clients through innovation, technical excellence, and exceptional service while fostering a challenging and rewarding environment for our greatest asset, our employees. As a growing and highly profitable organization, Wilson Engineers is entering an exciting phase of expansion through both organic growth and strategic acquisitions. As part of the Trilon platform, the company benefits from access to broader corporate resources and expertise while maintaining local leadership, accountability, and decision-making authority. We are seeking a commercially minded Vice President of Finance to join our leadership team and help drive the next chapter of growth. This individual will serve as the senior financial leader for the business, partnering closely with operational leaders to improve performance, support strategic initiatives, ensure financial discipline, and successfully integrate future acquisitions. The successful candidate will be expected to operate independently, exercise sound judgment, and take ownership of financial leadership while leveraging corporate resources and subject matter expertise when appropriate. Position Summary The Vice President of Finance is responsible for the overall financial leadership of Wilson Engineers and serves as a key strategic partner to the President and leadership team. This role is accountable for the integrity of financial reporting, budgeting, forecasting, cash flow management, financial controls, and team leadership. Beyond traditional financial stewardship, the Vice President of Finance will play a critical role in driving business performance, improving operational and project-level profitability, supporting strategic growth initiatives, and helping leaders make informed business decisions. The ideal candidate combines strong financial acumen with a commercial mindset and has the ability to influence, challenge, and support operational leaders in a collaborative manner. This individual will be comfortable operating at both a strategic and tactical level and will help position the organization for continued growth and success. Key ResponsibilitiesStrategic Business Partnership • Serve as a trusted advisor and strategic partner to the President and leadership team., • Drive financial and operational decision-making that supports revenue growth, profitability improvement, and long-term value creation., • Provide meaningful financial insights and recommendations to support strategic planning and business initiatives., • Translate complex financial information into actionable insights for operational and technical leaders., • Support annual planning, forecasting, and long-range business planning processes., • Develop and monitor key financial and operational performance indicators that drive accountability and business performance., • Identify opportunities to improve operational efficiency, resource utilization, project performance, and overall profitability.Operational Finance & Performance Management, • Drive visibility into project profitability, utilization, backlog, staffing levels, labor efficiency, and resource allocation., • Support pricing strategies, investment decisions, and resource planning through financial analysis and business insight., • Challenge assumptions, identify risks, and recommend actions that improve financial and operational outcomes., • Establish a finance function that serves as a proactive business partner to the organization.Growth & Acquisition Integration, • Partner with Trilon finance and M&A leadership to support acquisition integration activities., • Lead the financial onboarding and integration of acquired businesses, including reporting alignment, process standardization, KPI implementation, and performance monitoring., • Identify operational risks, integration challenges, and opportunities for improvement throughout the integration process., • Support the successful adoption of company financial processes, controls, systems, and reporting standards across acquired organizations., • Work collaboratively with Trilon leadership to leverage systems, resources, and best practices while preserving business continuity and performance.Financial Leadership & Stewardship, • Maintain executive responsibility for the financial operations and performance of the business, including budgeting, forecasting, cash flow management, working capital, capital expenditures, financial reporting, and oversight of the accounting function., • Ensure the accuracy, integrity, and timeliness of financial reporting and analysis., • Establish and maintain effective financial controls, policies, procedures, and governance practices., • Monitor and manage cash flow, liquidity, and working capital to support business objectives., • Analyze current and future business operations and strategic plans to ensure financial effectiveness and sustainability., • Ensure compliance with applicable accounting standards, tax requirements, company policies, and regulatory obligations., • Partner with the accounting team to maintain a strong balance sheet and high-quality financial reporting., • Work closely with Trilon finance leadership to align reporting requirements, financial processes, and best practices.Leadership & Team Development, • Lead, mentor, and develop the finance team, fostering a culture of accountability, collaboration, and continuous improvement., • Build organizational capabilities that support growth, scalability, and operational excellence., • Develop succession plans and create professional development opportunities for team members., • Promote strong cross-functional relationships throughout the organization.Collaboration Within Trilon Family, • Partner closely with Trilon finance leadership and the financial leaders of other partner firms to support enterprise-wide objectives., • Contribute to a collaborative and holistic approach to financial reporting, audit support, compliance activities, and best-practice sharing across the Trilon platform., • Leverage corporate resources and subject matter expertise when appropriate while maintaining ownership and accountability for the financial leadership of Wilson Engineers. QualificationsRequired • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field., • 10+ years of progressive finance leadership experience., • Experience within engineering, consulting, professional services, construction services, or other project-based businesses., • Demonstrated success partnering with operational leaders to improve business performance and profitability., • Strong financial planning, forecasting, budgeting, and business analysis capabilities., • Strong understanding of accounting principles, financial reporting, and financial controls., • Excellent communication, leadership, influencing, and relationship-building skills.Preferred, • Experience within the Architecture, Engineering, and Construction (AEC) industry., • Experience integrating acquired businesses and supporting organizational growth initiatives., • CPA, CMA, MBA, or other relevant professional designation preferred but not required., • Experience working within a multi-entity, private equity-backed, or platform-based organization., • Experience with Deltek, ADP, PowerBILeadership Profile The ideal candidate will be: • Commercially minded and business-focused., • A strategic thinker with strong operational instincts., • Comfortable influencing highly technical and operationally focused leaders., • Hands-on when necessary while maintaining a leadership perspective., • Independent, accountable, and confident in decision-making., • Collaborative and skilled at leveraging resources across a broader organization., • Focused on continuous improvement, growth, and long-term value creation. Why Join Wilson Engineers This is an opportunity to play a critical leadership role within one of Arizona's leading engineering firms during an exciting period of growth. The Vice President of Finance will have direct influence on business strategy, operational performance, organizational growth, and acquisition integration while partnering with a strong leadership team and the broader resources of the Trilon platform. BenefitsThe comprehensive benefits plan offered by Wilson Engineers exceeds industry standards, and is aimed at meeting each employee's personal and professional expectations. Benefits include personal time off, paid holidays, medical, dental and vision coverage; plus a flexible spending plan and short and long-term disability. Wilson Engineers also helps in securing your financial future by offering 401k plans with employer matching.Benefits plan offered to our full-time employees: • Medical Plan, • Vision Plan, • Dental Plan, • Group Life Insurance, • Short Term Disability, • Long Term Disability, • Voluntary Term Life Insurance, • Liberty Mutual Insurance, • Personal Time Off (PTO), • Paid Holidays, • 401(K) Retirement Plan, • Section 125 Flexible Benefits Plan, • Tuition Reimbursement, • Employee Referral BonusEqual Opportunity Employer including disability and protected veteran status EEO — All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic.

Job DescriptionAbout Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview The Legal Administrative Assistant supports the daily operations of the firm's estate planning practice by providing administrative and clerical assistance to attorneys and staff. This role ensures that client interactions, document management, scheduling, and office workflows are handled accurately, professionally, and in compliance with firm standards and confidentiality requirements. Duties and Responsibilities Client & Communication Support • Answer and direct incoming calls; take accurate messages and relay time-sensitive information promptly, • Send appointment reminders to clients, • Send estate surveys to clients, • Serve as a liaison between clients and estate team for routine, non-legal inquiries Document Management • Prepare, format, and proofread engagement letters under attorney supervision, • Organize and maintain physical and electronic client files in accordance with firm filing protocols, • Scan, file, and archive documents according to retention policies, • Process and route incoming documents, mail, and correspondence accurately, • File deeds and LLC documents with the appropriate county, state, or agency as directed by attorneys/paralegals Scheduling & Calendar Management • Assist with calendar management, reserve conference rooms and obtain client security clearance for in-person appointments, • Proactively identify and resolve scheduling conflicts Billing & Payment Processing • Process client payments, including credit card transactions, checks, and electronic transfers, • Provide payment receipts and maintain accurate payment records, • Communicate with clients regarding outstanding balances as directed General Office Support • Process incoming and outgoing mail and correspondence, • Assist Signing Specialists to maintain office supplies inventory and coordinate vendor orders, • Support general office upkeep to maintain a professional environment Performance Expectations • Client communications are handled promptly (same business day) and with professionalism, • Files are organized, current, and retrievable within firm standards, • Deeds and LLC filings are submitted accurately and within required timeframes, • Payments are processed accurately with no discrepancies in records, • In-Person calendar items are tracked proactively with conference rooms and security clearance arranged timely, • Confidentiality of all client information is maintained at all timesQualifications, • High school diploma required; associate or bachelor's degree preferred, • 0–2 years of administrative experience; legal office experience a plus, • Proficiency in Microsoft Office Suite; familiarity with legal practice management software preferred, • Experience processing payments or working with billing systems preferred, • Strong attention to detail and organizational skills, • Ability to handle sensitive information with discretion, • Notary Public certification preferred, or willingness to obtain within 6 months of hireBenefits· $25-$30/hr Plus Bonus· 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· Future career growth opportunity Come and join a team that is making a difference in their clients and employees' lives!

Job Description Lead Java Developer (Financial Services) Phoenix, Arizona US Citizen or Permanent Resident of the United States Only @Orchard LLC has an immediate requirement for multiple talented Lead Java Developers to support a major management consulting engagement, working onsite for a leading Retail Bank, located in the Phoenix, AZ area. As the JAVA Developer, you will. • Be responsible for the development, support, maintenance, and implementation of Java front-end-based project modules., • Translate software requirements into scalable, secure Java-based applications, including writing specifications and designing, building, testing, implementing, and supporting applications using Java, React, and Python., • Participate in project planning sessions with technical and functional leads, business analysts, and other team members to analyze business requirements and outline proposed IT solutions., • Collaborate in design reviews, providing input on security requirements, data flow to define technical requirements, and ensuring high-quality code and adherence to coding standards., • Design and implement scalable, secure Java-based applications., • Design and optimize SQL queries for performance and scalability., • Work with Oracle databases and write PL/SQL stored procedures, functions, and triggers., • Develop and maintain event-driven architecture using Apache Kafka for real-time data processing., • Monitor and troubleshoot data streaming pipelines, build and maintain CI/CD pipelines using Jenkins., • Ability to deploy, manage, and scale applications on OpenShift., • Participate in code reviews and Agile development processes, ensuring alignment with pre-defined architectural specifications and identifying/troubleshooting application code-related issues., • Provide hands-on coaching and support for junior software team personnel in microservices development, systems architecture, reuse, development processes, and technical direction., • Act as a technical advisor on specialized phases of system design, programming, implementation, and analysis, leading and participating in major system design, development, and implementations., • Gather system requirements, develop specifications, write code according to specifications, review others' code/designs, diagnose and fix bugs in conjunction with the QA team, and work independently and as part of an agile team. Your background experience and qualifications will include. • Bachelor’s degree in Computer Science, or a related field., • 8+ years of hands-on experience as a developer with Java Springboot, SQL, OCP, Jenkins, Kafka, and Oracle PL/SQL., • Proven hands-on Software Development experience and knowledge of Java build tools., • Hands-on experience with Red Hat OpenShift (OCP)., • Good Understanding of containerization (Docker concepts)., • Ability to deploy, manage, and scale applications on OpenShift., • Proven hands-on working experience and strong proficiency in Core Java., • Good Understanding of event-driven architecture and messaging systems., • Experience building Kafka producers and consumers., • Proven working experience in a team using collaboration tools like GIT, JIRA, etc., • Hands-on experience building RESTful APIs using Spring Boot., • Strong command over SQL queries (SELECT, JOINs, subqueries, aggregations)., • Experience writing stored procedures, functions, and packages, and good knowledge of triggers, cursors, and exception handling in PL/SQL., • Demonstrated Unit and Integration testing experience., • Highly effective written and verbal communication skills. Compensation: Compensation ranges are determined by several factors, including skill set, experience, licensure and certifications, and location. The anticipated range for a base salary for this role is between $115K & $135K. There may be some flexibility for exceptionally qualified individuals. Established in 2010, @Orchard LLC has an exceptional reputation, providing staffing solutions to time-sensitive, talent scarcity issues to deliver better talent management ROI. Our specialty lies in the critical area of program talent acquisition and resource management, not in one narrow skillset, but across many areas of technical and functional delivery. To learn more about our other exciting opportunities, visit our Jobs Page at www.atOrchard.com.

Job DescriptionDescription: Support student success through Title IV funding and financial services We’re Sonoran Desert Institute and we are seeking an experienced Financial Services Advisor to join our amazing team Our story: Sonoran Desert Institute (SDI) has been changing lives since 2000. As a DEAC accredited school, our mission is to provide students with current, industry-driven, quality education, delivered through online distance education and practical applications. SDI is an employee-owned company creating a culture with an ownership mentality at the foundation. We believe in rewarding our employees through the success of the institution. We’re proud to be recognized by the Great Place to Work Institute as a Great Place to Work for three consecutive years 2023, 2024, and 2025. Come be a part of our dynamic organization where you will have the ability to impact the lives of others as they pursue their educational journey with us. What you will be doing: The Financial Services Advisor I (FSA) is responsible for assisting new and continuing students between their enrollment and graduation date to secure Title IV funding. FSAs handle all student outreach, advisement, document collection, file review, and awarding that pertains to those funding sources. • Complies with all Federal, State, accreditation and institutional policies and procedures, • Coordinates payment plans with students for balances owed to school, • Maintains knowledge of SDI’s pricing model and refund policies, • Communicates daily with students via phone and email communication, while providing exceptional customer service, • Prepares operational tracking reports as requested by management, • Assists with file reviews, audits and other regulatory requirements as needed, • Completes all ISIR review including conflicting information, verification, and C-code resolution, • Follows all Title IV policies and procedures, • Awards Title IV funds for all eligible students, • Collects necessary documentation for completion of files, • Handles exit counseling for all dropped and graduated Title IV loan recipients, • Sends out and collects all necessary post withdrawal disbursement forms, • Updates all necessary systems with pertinent student information, • Coordinates cancellations and start date changes, • Produces and sends all offer letters What we offer: • Highly competitive compensation, • Award winning culture, • Employee Stock Ownership Plan (ESOP), • Comprehensive benefits package with 100% company-paid medical option for employee, • 401(k) with generous company match and no vesting, • Employee Assistance Program (EAP), • Pet Insurance, • Company-paid Life insurance, • Paid Time Off (Vacation, Sick, and Volunteer time off!), • 14 Paid holidays, • Referral program, • Education Tuition Benefit program, • Career development opportunities with a growing company, • And perhaps most importantly, a team who is dedicated to your success!Requirements: What we are looking for: • High School Diploma, required, • Associate's degree or higher preferred, • Two years or more experience as a college Title IV financial advisor, • Experience with financial aid programs and federal, state and institutional regulations and policies, • Experience in student advising methods and financial aid instructions, • Knowledge of financial aid need analysis and packaging, • Ability to exercise independent judgment and make decisions, • Ability to produce large volumes of accurate work under pressure and meet deadlines, • Ability to provide guidance and instructions to a wide variety of students, • Ability to work with initiative and innovation; ability to communicate effectively orally and in writing, • Working knowledge of automated student funding systems, • Ability to keep accurate records and maintain confidentiality, • Ability to establish and maintain cooperative and harmonious working relationships with a wide range of individuals in a variety of work settings, • Experience working in a remote setting, • Experience providing customer or client service over the phone Sonoran Desert Institute is an Equal Opportunity Employer. It recruits and hires without regard to race, color, creed, religion, sex, national origin, age, veteran or disability status, sexual orientation, gender expression, or any factors prohibited by law and affirms in policy and practice to support equal opportunity in accordance with all applicable federal, state, and local laws. *Unless specifically agreed upon, SDI does not provide relocation assistance **Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. *All benefits not available immediately upon hire. Some eligibility requirements may need to be met to be eligible for some benefits based on company policy.

Job Description About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview The Accounting Specialist - Multi-Entity Operations is a full-cycle accounting support role responsible for accounts payable, and accounts receivable support. If you are experienced and looking to be a part of a stable, high-functioning team with variety and real ownership, this role offers that. Trajan-specific processes, entity structures, and systems will be taught. What we cannot teach is intellectual curiosity, attention to the big picture, and the discipline to do detail-oriented work without losing sight of what that detail is connected to. Duties and responsibilities Accounts Payable & Vendor Management • Process and code vendor invoices accurately across all three ensuring proper expense allocation and entity assignment, • Manage the full AP cycle including bill capture, approval routing, payment scheduling, and remittance, • Maintain and manage vendor records including W-9 collection, contact information, payment terms, and assistance with annual 1099 preparation, • Process and reconcile company credit card statements across all three entities - matching charges to receipts, coding transactions to the correct expense category, department, location, and entity in NetSuite, and flagging any unsupported, duplicate, or questionable charges for review, • Monitor AP aging and proactively communicate upcoming payment obligations to the Director of Finance, • Identify opportunities to consolidate, enrich, or streamline vendor relationships, • Ensure all AP activity is coded to the correct location, department, and entity within NetSuite Accounts Receivable Support • Support Revenue Management with accounts receivable functions as needed - the specific nature of this support will evolve as the role develops, but the expectation is a working knowledge of AR processes sufficient to step in, assist, and add value without requiring significant direction Qualifications • 5+ years of hands-on experience or working knowledge in all core functions: accounts payable and accounts receivable, • Proficiency in NetSuite or demonstrated ability to learn a new ERP quickly, • Solid understanding of basic accounting principles including debits and credits, expense coding, and general ledger structure, • Strong proficiency in Microsoft Excel - pivot tables, VLOOKUP/XLOOKUP, and basic reconciliation formulas at minimum, • Demonstrated ability to manage competing priorities and deadlines across multiple workstreams simultaneously with high attention to detail Benefits • $58,000 to $70,000 base salary plus bonus, • 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., • Future career growth opportunity. Come and join a team that is making a difference in their clients and employee's lives!

Job Description Overview of the Company With 46 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$ 4.3 billion of real estate assets in the United States and Canada, with about 90,000 acres under management. Our head office is in Scottsdale AZ, USA and we have offices located in the UAE, Southeast Asia, China and Canada. Position Summary The Internal Sales Associate will represent Walton as an internal wholesaler by educating registered representatives and registered investment advisors (collectively “Advisors”) in specified US sales territories with respect to Walton and its projects offerings. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: • Assist Capital Markets with educating Advisors and Advisor’s clients on Walton structure and the benefits and risks of investing in Walton project offerings., • Provide information and respond to questions in order to allow Advisors to comply with applicable FINRA and SEC rules and regulations., • Responsible for managing the External’s schedule by: achieving a minimum level of daily calls and other activity metrics, promoting sales/marketing initiatives and establishing relationships by calling new and existing Advisors, establishing one-on-one meetings with Advisors, scheduling/coordinating seminars, client events and due diligence meetings, setting up presentations/web presentations, maintaining relationships with Advisors and coordinating follow-up contact with such Advisors, and representing Walton, which includes attending Industry Conferences and Due Diligence Meetings., • Maintain familiarity with Walton’s standard concepts, practices, and procedures and those of the Sales department in particular., • Maintain an understanding of Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton’s investment structures., • Comply with the applicable FINRA, SEC and Walton’s internal compliance requirements at all times., • Maintain familiarity with Walton Due Diligence and Project Specific presentations, • Maintain a high level of knowledge with respect to current events, the industry and marketplace in which Walton participates and Walton projects., • Perform other duties as assigned. Qualifications • SIE, Series 7 or 22 or 82 (minimum of 2 licenses) are required, • Series 63 licenses is required, • Experience in the financial services, mutual fund, real estate investment or development industry is an asset, • Knowledge of securities industry or ability to quickly understand the securities industry, • Ability to accommodate a flexible schedule and travel when needed, • Excellent presentation and communication skills, • Professional, strategic, analytical, organizational, and interpersonal skills, • Proactive and performance driven, • Able to work under pressure in a fast-paced environment, • Ability to adapt easily to changing department needs and dynamics, • Ability to effectively present to large groups and individuals, • Proficiency required in Microsoft Office (Word, Outlook, Excel 2007), • Customer relationship management (CRM) applications

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. Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner. Job Description As a Mortgage Advisor II, 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 II role make north of 250K! Our office is conveniently located in Tempe, AZ near Tempe Marketplace and the junction of the 202 and 101. Please note that this role will be working in office five days per week. 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, • 3+ years of mortgage lending experience, • 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, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund, • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups Join Achieve, change the future. 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 Description GENERAL STATEMENT OF DUTIES The Regional Medical Director for musculoskeletal Value Based Care (VBC) provides physician leadership and clinical oversight for all MSK value-based care initiatives within an assigned region. This role partners closely with value-based care managers, operational leaders, network managers, and market clinicians to develop and execute clinical strategies that improve quality, outcomes, patient experience, and MSK total cost of care. The Regional Medical Director oversees a multidisciplinary clinical team and serves as a clinical liaison to clients and supports the effective deployment of digital and in-market clinical resources. ESSENTIAL FUNCTIONS Clinical Leadership & Strategy • Work with Chief Medical Officer of Value Based Care (CMO of VBC) to implement VBC strategies to ensure high-quality, cost-effective care is being delivered., • Provide regional physician leadership for value-based care programs, • Oversee clinical strategies aligned with organizational quality, utilization, and cost-management goals., • Guide evidence-based clinical decision-making to optimize patient outcomes and performance against VBC metrics and targets. Oversight of Clinical Resources • Provide clinical oversight and direction for clinicians supporting value-based care initiatives., • Collaborate with care managers, advanced practice providers, and other clinical team members to ensure coordinated, high-quality care delivery., • Support deployment and execution of standardized care pathways, clinical protocols, and population health initiatives across the region. Provider Engagement & Education • Support development and dissemination of metrics to be used in performance-based incentive programs for MSK and PCP clinicians to optimize program performance, • Partner with VBC network managers to engage market MSK and PCP clinicians in understanding HOPCo’s program expectations, incentive eligibility, clinical performance data, quality metrics, and utilization trends., • Educate and support providers on improvement strategies, care redesign, and best practices in value-based care., • Serve as a clinical advisor to regional physicians and practice leaders to drive adoption of VBC initiatives. Data-Driven Improvement • Review and interpret clinical, quality, and financial data to identify opportunities for improvement., • Collaborate with analytics and operational teams to translate data insights into actionable clinical and operational strategies., • Support continuous performance improvement through targeted interventions and clinician feedback., • Lead regional initiatives to improve other quality measures such as HEDIS scores, Star Ratings, and other key VBC quality metrics Client & Stakeholder Engagement • Serve as a clinical expert in client-facing discussions., • Communicate clinical strategy, performance, and improvement plans to internal and external stakeholders., • Support contract performance reviews and strategic planning for value-based arrangements. Governance & Compliance • Lead Quality Committees in assigned regions, engaging local physician leadership in strategies to optimize program performance., • Works with other medical directors and CMO in the development and implementation of clinical protocols and evidence-based pathways tailored to VBC performance (e.g., reducing avoidable ER visits, managing chronic conditions)., • Ensure clinical activities align with regulatory requirements, accreditation standards, and organizational policies., • Promote a culture of quality, accountability, and patient-centered care across the region., • Other duties as assigned EDUCATION • Medical Degree from accredited school as determined by either the Liaison Committee on Medical Education (LCME) or the American Osteopathic Association Commission on Osteopathic College Accreditation (COCA) AND must have graduated from an accredited graduate medical education program (residency) as determined by the Accreditation Council for Graduate Medical Education (ACGME) EXPERIENCE • Minimum of ten years of experience as a practicing physician., • Must have strong background in treating musculoskeletal conditions and care delivery., • Must have at least 3 years in a leadership role within a VBC environment (ACO, Medicare Advantage, risk bearing health system or provider organization, payor, or Clinically Integrated Network) or role similar to a Chief Medical Officer. KNOWLEDGE • Knowledge of quality improvement philosophy, models, and processes within a healthcare organization., • In-depth knowledge of quality management, patient safety, health information technology, and peer review to enhance physician performance and practice efficiency, • Applicant should have a deep understanding of VBC reimbursement models (population health, risk-based models, shared savings, global capitation)., • Knowledge of computerized statistical methods of gathering quality metrics., • Knowledge of medical records and clinical care processes., • Knowledge of quality initiatives and how to develop and implement strategic plans across a value-based care network., • Should have proficiency of knowledge in health informatics and population health management SKILLS • Skill in effective application of quality measures, clinical guidelines, and process management initiatives., • Applicants should exhibit strong emotional intelligence and the ability to influence clinicians who may not report to them directly, • Skill in consistently meeting quality requirements and educating providers and staff., • Skill in using computer applications to effectively produce needed reports to identify trends., • Skill in evaluation, analysis, and presentation of data to providers and committees., • Skill in communicating effectively with all stakeholders across the medical ecosystem including but not limited to physicians, healthcare administrators/systems and insurers., • High emotional quotient with a mature, self-confident demeanor that is effective and credible across all levels of the organization, including senior management, medical staff, healthcare administrators and insurers., • High level of proficiency with analytic tools to display data for action-oriented results. ABILITIES • Proven ability to work cross-functionally in team environments to develop, evaluate, and execute best practice initiatives designed to promote excellence across the care continuum., • Demonstrate ability to generate innovative ideas in health care delivery with ability to influence and acquire necessary resources across departments., • Ability to work effectively with providers, healthcare systems/administrators, health insurers, management, and staff., • Ability to synthesize quality data and implement programs to provide high quality value-based care., • Ability to mentor and train staff in the clinic environment., • Ability to communicate verbally and in writing to various levels of staff. ENVIRONMENTAL WORKING CONDITIONS • Normal office environment., • Some travel as needed for additional markets. PHYSICAL/MENTAL DEMANDS • Requires sitting and standing associated with a normal office environment., • Some bending and stretching are required., • Manual dexterity using a calculator and computer keyboard. ORGANIZATIONAL REQUIREMENTS • HOPCo Mission, Vision, and Values must be read and signed. This description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities, and working conditions may change as needs evolve.

Job Description Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform. While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you! What Will You Be Doing? • Primary internal client advocate representing plan sponsor and advisor contacts., • Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform., • Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders., • Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements. Requirements The Necessities • 2-4 years of experience in project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders., • Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices -- bonus points for deployment/build experience., • Demonstrated aptitude for learning, creating, and iterating rapidly., • Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data. The Extras • General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS)., • Qualified 401(k) Administrator (QKA) or higher ASPPA credential., • PMP or similar project management certifications. This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is a minimum of $70K - $80K, plus performance based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan. OUR PROCESS Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises. For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description At Kelso Building Services, we're committed to setting our team members up for success. By providing the right training, resources, and support, we create an environment where you can thrive professionally. We take pride in our culture of integrity, forward-thinking solutions, and exceptional customer care—offering you a place to build a meaningful and rewarding career. Regional BAS Sales / Business Development Manager Kelso Building Services (KBS) / Kelso Building Technologies (KBT) Position Summary The Regional BAS Sales / Business Development Manager is responsible for driving growth, developing strategic customer relationships, and expanding Building Automation System (BAS), HVAC Controls, Digital Building, Energy Management, and Remote Monitoring Services business within an assigned territory. This role serves as a trusted advisor to facility owners, contractors, consulting engineers, and strategic accounts while partnering closely with KBS Operations, Service, Projects, and the Kelso Digital Operations Center (DOC). The successful candidate will identify opportunities, develop solutions, manage the sales pipeline, and achieve annual revenue and profitability objectives while helping customers improve operational efficiency, sustainability, occupant comfort, and cybersecurity readiness. Key Responsibilities Business Development • Develop and execute a regional sales strategy aligned with KBS growth objectives., • Prospect and develop new customer relationships across commercial, industrial, healthcare, education, retail, government, life science, and mission-critical facilities., • Generate opportunities for:, • Building Automation Systems (BAS), • HVAC Controls, • Energy Management Solutions, • Remote Monitoring Services, • Fault Detection & Diagnostics (FDD), • Analytics and AI-Based Building Optimization, • OT Cybersecurity Services, • Building System Integration (MSI), • Mechanical and Electrical Service Agreements, • Develop relationships with facility directors, plant engineers, facility managers, property managers, energy managers, and C-suite stakeholders. Sales Management • Maintain and grow a qualified sales pipeline sufficient to achieve annual sales targets., • Conduct customer discovery meetings and site assessments., • Develop technical and financial value propositions., • Present proposals, ROI analyses, and executive business cases., • Lead contract negotiations and close profitable opportunities., • Manage sales activities through Salesforce CRM and company reporting systems. Strategic Account Development • Identify and expand national and regional account opportunities., • Develop account plans for key customers., • Coordinate multi-site and enterprise-level opportunities., • Partner with branch leadership to ensure successful project delivery and customer satisfaction., • Internal Collaboration, • Market Development Revenue Objectives Responsible for achieving annual goals including: • BAS Project Revenue, • Service Agreement Revenue, • Recurring Monitoring Revenue, • Gross Margin Objectives, • New Customer Acquisition, • Strategic Account Growth, • Cross-Selling of KBS Services Typical annual sales targets may range from: • Year 1: $1M – $3M, • Year 3+: $5M – $10M+ Depending on market maturity and territory size. Required Qualifications Experience • 5+ years of BAS, HVAC Controls, Mechanical Services, Energy Services, or Facilities Technology sales experience., • Proven track record of achieving sales targets., • Experience selling solutions rather than products., • Experience managing complex sales cycles. Technical Knowledge Understanding of: • Building Automation Systems, • HVAC Systems, • DDC Controls, • Energy Management, • Building Analytics, • Cloud-Based Building Technologies, • Remote Monitoring Services, • Facility Operations, • Building System Integration Preferred Qualifications • Bachelor's Degree in Business, Engineering, Construction Management, HVAC, Facilities Management, or related field., • BAS or HVAC technical background., • Experience with Energy Performance Contracting., • Existing relationships within assigned territory., • Experience selling recurring service agreements., • Familiarity with OT Cybersecurity and Smart Building technologies. Compensation Competitive based on experience Incentive Compensation: • Uncapped Commission Program, • New Business Bonuses, • Recurring Revenue Incentives, • Strategic Account Bonuses

Job Description About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer to the critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview This isn't your average call center manager role. You'll build the team, shape the tools, and help define what a modern, AI forward client development operation looks like. We're at an exciting inflection point: growing rapidly, investing in our people, and building a proprietary CRM platform from the ground up, purpose-built for our call center's needs. The person in this role won't just manage to a system; they'll help create it. If you're a hands-on leader who thrives in high-growth environments, has strong CRM expertise, and is energized by the intersection of sales performance and emerging technology, and you know how to be genuinely engaging with people, walking them confidently from that first phone call all the way through to signing on as a client, we want to hear from you. Duties and responsibilities Lead & Develop the Team • Lead, coach, and manage the Client Development (CD) team to achieve individual and team performance goals, • Recruit, interview, hire, and onboard new CD team members as the organization scales, • Ensure team members are proactively contacting new leads and prospects in a timely manner, • Enforce adherence to pre-approved phone and email scripts while identifying opportunities for improvement, • Monitor live and recorded calls to identify coaching opportunities and improve performance, • Provide ongoing coaching to strengthen sales skills, objection handling, and industry knowledge, • Conduct weekly team meetings to review results, share updates, and refine processes and scripts, • Manage team schedules to ensure appropriate coverage and productivity, • Step in to handle inbound calls as needed Track Performance & Accountability • Track and analyze key performance metrics including calls, contact rates, appointments set, and conversions, • Identify trends and implement strategies to improve team productivity and results, • Maintain accountability across the team through consistent performance management. Qualifications • Bachelor's degree in business, communications, marketing, or a related field required, • 5–8+ years of experience in call center, inside sales, or client development environments, • 3+ years of leadership or management experience overseeing sales or call center teams, • Experience in financial services strongly preferred, • Proven track record of leading high-performing, metric-driven teams, • Strong CRM experience; prior involvement in CRM implementation or buildout is a significant plus, • Comfortable collaborating with technology teams to define requirements and contribute to the creation of a new CRM with full call center functionality, • Familiarity with AI tools and emerging technologies in call center or sales environments; ability to evaluate, adopt, and train others on AI-driven practices, • Excellent leadership, coaching, and team development skills, • Data-driven mindset with the ability to analyze performance metrics and drive improvements, • Strong organizational skills and attention to detail, • Experience building or scaling call center teams in a high-growth environment, • Familiarity with outbound sales cadences and lead generation strategies Benefits • $130K - $150K plus monthly performance bonus., • 401(k) with company 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, and Life Insurance, • Additional voluntary benefit options available, • Generous PTO and paid holidays, • Strong potential for future career growth within a rapidly expanding firm Come and join a team that is making a difference in their clients and employee's lives!

Job Description Together We Build – Partnership, Innovation, Excellence, and Safety At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical solutions nationwide. Join us to grow your career, make an impact, and be part of a team where innovation, excellence, and safety come first. Recruiter Notice: We respectfully ask external recruiters and staffing agencies not to submit candidates. We only accept direct applications. At Kelso Building Services, we're committed to setting our team members up for success. By providing the right training, resources, and support, we create an environment where you can thrive professionally. We take pride in our culture of integrity, forward-thinking solutions, and exceptional customer care—offering you a place to build a meaningful and rewarding career. Regional BAS Sales / Business Development Manager Kelso Building Services (KBS) / Kelso Building Technologies (KBT) Position Summary The Regional BAS Sales / Business Development Manager is responsible for driving growth, developing strategic customer relationships, and expanding Building Automation System (BAS), HVAC Controls, Digital Building, Energy Management, and Remote Monitoring Services business within an assigned territory. This role serves as a trusted advisor to facility owners, contractors, consulting engineers, and strategic accounts while partnering closely with KBS Operations, Service, Projects, and the Kelso Digital Operations Center (DOC). The successful candidate will identify opportunities, develop solutions, manage the sales pipeline, and achieve annual revenue and profitability objectives while helping customers improve operational efficiency, sustainability, occupant comfort, and cybersecurity readiness. Key Responsibilities Business Development • Develop and execute a regional sales strategy aligned with KBS growth objectives., • Prospect and develop new customer relationships across commercial, industrial, healthcare, education, retail, government, life science, and mission-critical facilities., • Generate opportunities for:, • Building Automation Systems (BAS), • HVAC Controls, • Energy Management Solutions, • Remote Monitoring Services, • Fault Detection & Diagnostics (FDD), • Analytics and AI-Based Building Optimization, • OT Cybersecurity Services, • Building System Integration (MSI), • Mechanical and Electrical Service Agreements, • Develop relationships with facility directors, plant engineers, facility managers, property managers, energy managers, and C-suite stakeholders. Sales Management • Maintain and grow a qualified sales pipeline sufficient to achieve annual sales targets., • Conduct customer discovery meetings and site assessments., • Develop technical and financial value propositions., • Present proposals, ROI analyses, and executive business cases., • Lead contract negotiations and close profitable opportunities., • Manage sales activities through Salesforce CRM and company reporting systems. Strategic Account Development • Identify and expand national and regional account opportunities., • Develop account plans for key customers., • Coordinate multi-site and enterprise-level opportunities., • Partner with branch leadership to ensure successful project delivery and customer satisfaction., • Internal Collaboration, • Market Development Revenue Objectives Responsible for achieving annual goals including: • BAS Project Revenue, • Service Agreement Revenue, • Recurring Monitoring Revenue, • Gross Margin Objectives, • New Customer Acquisition, • Strategic Account Growth, • Cross-Selling of KBS Services Typical annual sales targets may range from: • Year 1: $1M – $3M, • Year 3+: $5M – $10M+ Depending on market maturity and territory size. Required Qualifications Experience • 5+ years of BAS, HVAC Controls, Mechanical Services, Energy Services, or Facilities Technology sales experience., • Proven track record of achieving sales targets., • Experience selling solutions rather than products., • Experience managing complex sales cycles. Technical Knowledge Understanding of: • Building Automation Systems, • HVAC Systems, • DDC Controls, • Energy Management, • Building Analytics, • Cloud-Based Building Technologies, • Remote Monitoring Services, • Facility Operations, • Building System Integration Preferred Qualifications • Bachelor's Degree in Business, Engineering, Construction Management, HVAC, Facilities Management, or related field., • BAS or HVAC technical background., • Experience with Energy Performance Contracting., • Existing relationships within assigned territory., • Experience selling recurring service agreements., • Familiarity with OT Cybersecurity and Smart Building technologies. Compensation Competitive based on experience Incentive Compensation: • Uncapped Commission Program, • New Business Bonuses, • Recurring Revenue Incentives, • Strategic Account Bonuses Why Join Kelso Industries? Join us and be part of a team dedicated to creating efficient, sustainable, and high-performance environments that make a lasting impact across the industrial, commercial, and institutional sectors. Here you will experience: Growth Opportunities: Develop new skills, take on exciting challenges, and advance your career in meaningful ways. Company Culture: You'll thrive in an environment that supports your growth, values your contributions, and makes work fulfilling and enjoyable. Impact: Your work directly contributes to meaningful outcomes, allowing you to see the difference you make and feel a sense of purpose every day. Competitive Compensation & Benefits: You'll be rewarded fairly for your contributions while enjoying perks that enhance your financial security, health, and overall well-being. Kelso Industries celebrates diversity and is committed to creating an inclusive environment for all employees. We do not discriminate in any aspect of employment based on race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Kelso does business

Job Description Job Title: Director of Accounting Location: Scottsdale, AZ | 100% On-Site Compensation: Up to $200,000 base + 20% target bonus The Kostelic Agency is exclusively partnered with a highly respected, operations-driven organization to hire a Director of Accounting in a critical leadership role reporting directly to the CEO. This position is designed for a seasoned accounting leader who wants ownership, visibility, and influence — overseeing financial reporting, accounting operations, tax, audits, internal controls, and systems while serving as a trusted advisor to senior leadership. What you’ll be doing • Lead the preparation and delivery of monthly, quarterly, and annual financial statements in compliance with GAAP and IFRS, • Oversee all internal and external compliance reporting, including regulatory filings, tax compliance, and audits, • Design, implement, and maintain a strong internal control environment, • Partner closely with FP&A leadership to deliver consolidated management reporting, including:, • Full financial statements, • KPI dashboards, • Operational and trend analysis, • Budget vs. actual variance analysis with executive-level commentary, • Manage external audit relationships and tax compliance processes, • Provide leadership across Corporate Accounting, AP, Billing, and Credit & Collections, • Coach, mentor, and develop a high-performing accounting team with a focus on accountability, growth, and succession planning, • Drive cross-functional collaboration to improve financial processes and business outcomes Process improvement & systems • Identify, implement, and optimize financial systems and accounting processes to improve accuracy, efficiency, and scalability, • Lead system upgrades and integration initiatives across financial and operational platforms, • Continuously refine accounting policies, procedures, and controls to align with best practices and evolving business needs Strategic advisory & business partnership • Partner with senior leadership to deliver data-driven insights that support strategic decision-making, • Analyze business trends and recommend actions to optimize financial performance, • Support special projects including mergers, acquisitions, and due diligence What we’re looking for • Bachelor’s degree in Accounting (required), • CPA and/or MBA (preferred), • 8–10+ years of accounting and financial leadership experience, • 5+ years at the Controller level or, • 2+ years as a Director of Accounting, • Strong technical accounting foundation (GAAP, IFRS, internal controls, close & reporting), • Proven process-improvement mindset and systems experience, • Executive presence with the ability to operate as a trusted advisor, • Experience managing complexity, ambiguity, and multiple priorities, • Industry experience in logistics, shipping, stevedoring, or similar environments is a plus Benefits & perks • Highly competitive compensation package, • Strong bonus structure, • Excellent benefits, • Strong 401(k), • 100% in-office environment with direct leadership access Interested applicants can apply directly to this posting, or email us to arrange a confidential conversation: Info@TheKostelicAgency.com Discover exclusive, unadvertised opportunities by following The Kostelic Agency – stay ahead in your career with our unique, nationwide openings. View all our active openings @ TheKostelicAgency.com Follow us on LinkedIn to never miss an incredible opportunity!

Job Description About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, responsible for overseeing all financial aspects of the firm. This individual will play a critical role in driving financial strategy, optimizing operational performance, and supporting the company's continued growth and scalability. The ideal candidate brings a strong background in financial leadership within a growth-oriented, multi-entity environment, with the ability to balance strategic vision and hands-on execution. Duties and responsibilities • Lead all financial functions, including accounting, financial planning & analysis (FP&A), budgeting, forecasting, and reporting, • Partner with the CEO and executive team to develop and execute the company's long-term financial strategy, • Build and maintain scalable financial infrastructure to support growth across wealth management, estate planning and tax entities., • Provide insights and recommendations on business performance, profitability, and operational efficiency, • Oversee cash flow management, capital allocation, and financial risk management, • Ensure compliance with regulatory requirements and industry standards (RIA experience preferred), • Manage relationships with external partners including 3rd party administrators, tax advisors, and banking institutions, • Develop KPIs and dashboards to monitor performance across organization., • Evaluate potential M&A opportunities, partnerships, and expansion initiatives, • Lead, coach and develop and the finance and accounting team Qualifications • Bachelor's degree in Finance, Accounting, or related field, • Certified Public Accountant (CPA) license required, • 15+ years of progressive financial leadership experience, including senior-level roles, • 7+ years of leadership experience, • Experience in financial services, wealth management, RIA, or a similar professional services environment preferred, • Proven ability to operate in a high-growth, entrepreneurial environment, • Strong analytical, strategic, and problem-solving skills, • Experience building financial models and supporting business scaling initiatives, • Exceptional leadership and communication skills with the ability to influence across all levels of the organization Benefits • $350,000 to $450,000 base salary plus bonus, • 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., • Future career growth opportunity. Come and join a team that is making a difference in their clients and employee's lives!

Job Description About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview The Director of Annuity Solutions is a senior, revenue-driving leader responsible for expanding annuity adoption and retirement income solutions across the firm. Operating within a Family Office model, this role partners closely with advisors to integrate solutions that address income gaps, longevity risk, and principal protection. This role works directly with advisors, leadership, marketing, and strategic carrier partners to shape the firm's retirement income strategy and drive adoption across the organization. This individual will influence, support, and drive adoption of annuity strategies by enhancing advisor engagement, strengthening client conversations, and improving consistency across the firm's planning process. With access to an established client base, built-in advisor network, and dedicated marketing support, this role offers the opportunity to drive meaningful growth at scale. This position would be full-time onsite at our corporate office in Scottsdale. Duties and Responsibilities Lead the firm's annuity and retirement income strategy, driving measurable growth by partnering with advisors to deliver solutions that address income gaps, longevity risk, principal protection, and sequence of returns risk Partner with advisors to elevate the quality and consistency of retirement income conversations and client engagement throughout the planning process Influence and support adoption of annuity solutions by providing education, case design, and real-time guidance that strengthens advisor confidence and improves client outcomes Encourage alignment with the firm's planning process, helping advisors deepen client relationships and advance opportunities into more comprehensive conversations, including third meetings Collaborate with an established advisor force and leadership team to identify opportunities within a large, existing client base-unlocking significant organic growth Leverage the firm's marketing platform and resources to promote education, drive awareness, and increase firm-wide adoption of annuity solutions Serve as a trusted internal expert on annuity and retirement income solutions, delivering high-quality illustrations, recommendations, and case strategy tailored to client needs Act as a key liaison between advisors and IMO/FMO partners and carriers, ensuring strong support, effective case design, and seamless execution Support the continued evolution of the firm's Family Office model, positioning retirement income planning as a core differentiator What Success Looks Like · Drive a 20-40% year-over-year increase in annuity production across the firm · Increase advisor engagement and confidence in retirement income planning · Establish annuities as a core component of holistic wealth management, not a standalone solution · Help scale a consistent, repeatable approach to retirement income planning across the organization Qualifications Clean BrokerCheck record with a strong reputation for professionalism and ethical conduct Bachelor's degree or equivalent industry experience required Active securities licensing required: Series 65 or Series 66 Active Life & Annuity license required 5+ years of experience as a financial advisor, annuity specialist, or in a client-facing advisory role with demonstrated success driving revenue Proven track record of generating and closing annuity business, not just supporting it Strong understanding of annuity products, including fixed, indexed, and variable annuities, and their role in retirement income planning Experience influencing advisors, improving adoption, and integrating solutions into broader financial plans Strong experience using CRM systems, Salesforce preferred, to manage pipelines and track opportunities High proficiency in Microsoft Office and financial illustration tools Exceptional interpersonal and communication skills with the ability to build credibility quickly Highly proactive, results-driven mindset with a strong focus on outcomes and growth Strong service orientation paired with a revenue-focused mentality Unquestionable integrity and adherence to a strong code of ethics Why Join Us? We believe financial professionals don't just sell annuities-they solve income gaps, longevity risk, principal protection, and sequence risk. This role offers a unique opportunity to step into a high-impact leadership position within a true Family Office model, with immediate access to: Thousands of existing clients within a growing, established base A built-in advisor network, creating immediate opportunity to influence results Dedicated marketing support and infrastructure The ability to impact the entire organization's growth and strategy Benefits · $125,000 to $150,000 base salary plus quarterly bonus, total compensation $200,000-$300,000+ · 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 · Future career growth opportunity Come and join a team that is making a difference in their clients and employees' lives!

Job DescriptionSenior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM (Advyzon Investment Management) to lead and scale the firm’s client service and operational infrastructure. The ideal candidate will oversee the client service and billing teams, ensuring operational excellence across advisor onboarding, billing operations, custodial workflows, and day-to-day service delivery while serving as the primary escalation point for complex operational matters. This individual will play a key role in shaping the operational infrastructure required to support the continued growth of the AIM platform. This role requires a strategic operator with strong leadership, communication, and problem-solving skills who can develop scalable operational processes, enhance service delivery, and support the continued growth of the AIM platform. Responsibilities • Lead and manage AIM’s client service and billing operations teams, including hiring, onboarding, training, coaching, and performance management of staff., • Serve as the primary escalation point for complex advisor service, operational, and billing issues, ensuring timely resolution and strong advisor relationships., • Oversee advisor onboarding and training, ensuring a consistent and scalable onboarding experience for firms joining the AIM platform., • Own and maintain operational workflows, procedures, and documentation across service, onboarding, and billing functions., • Oversee billing operations across the platform, including advisor billing, AIM service billing, and strategist billing within the model marketplace., • Ensure the accuracy, integrity, and reconciliation of operational data across custodians and internal systems to support reporting, billing validation, and compliance requirements., • Monitor operational workflows, service volumes, and team capacity to ensure the operational infrastructure scales effectively as the AIM platform continues to grow., • Drive continuous process improvement initiatives and service standards that enhance operational efficiency and the advisor experience., • Partner with leadership across technology, product, compliance, and investment management to ensure operational readiness for new platform capabilities and advisor growth initiatives. Skills/Qualifications • 10+ years of financial services experience, preferably within a TAMP, RIA platform, custodian, or wealth management operations environment., • Demonstrated leadership experience managing client service, operations, or billing teams, including hiring, training, and performance management., • Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor onboarding, account servicing, and billing processes., • Experience developing and implementing operational procedures, scalable workflows, and process improvement initiatives., • Ability to manage complex operational issues and escalations while maintaining strong advisor relationships., • Experience supporting operational data management and reconciliation across financial systems to ensure accuracy and compliance., • Excellent communication, organizational, and problem-solving skills, with the ability to operate effectively in a fast-paced environment., • A self-starter with strong attention to detail, capable of working independently while collaborating effectively across teams., • Bachelor’s degree required; advanced degree preferred.Compensation $115k, 30% bonus Powered by JazzHR iVqKJN2cbU

Job DescriptionSalary: $50,000 - $61,000 annually (depending on experience) 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. The Role: UAT is looking for a Financial Aid Advisor that is driven to help our students finance their education seamlessly. The Financial Aid Advisor will be responsible for reaching out to our brilliant students and assisting them through the FAFSA process, discussing other financing options, completing document verification, packaging students, and ensuring students have a financial plan in place for payment of institutional charges.Our students are incredible and our Financial Aid Advisors are there to ensure students can achieve their dreams to start their journey of higher education. Responsibilities: • Coordinate financial consultations with prospective students, • Create financial estimates and assist students with year-round financial planning, • Provide both prospective and current students with alternate funding options, • Assisting students by finding creative resources to help fund their education., • Working hand-in-hand with the student to meet the needs is important as financial aid planning is not a one-size-fits-all., • Educate prospective and current students regarding regulations, policies, procedures, and requirements for select financing options including federal financial aid, • Provide proactive, accurate, and comprehensive know-how to students while focusing on delivering a top-notch student experience, • Manage various student accounts to ensure timely and accurate communication Skills/Requirements: • Bachelor's degree required, • You have experience with the entire financial aid process including but not limited to FAFSA, assisting with all required financial aid documents, verification, packaging, entrance and exit counseling, etc., • You have experience working in a high-volume financial aid department while being responsible for your own cohort of students, • Youre smart, innovative, and see your ideas through to the finish line, • Youre the definition of a team player. You're friendly and genuine., • You show excellent interpersonal and relationship building skills, • Youre skilled, resourceful, and a fearless problem-solver, • Youre a master of communication and collaboration internally and cross-departmentally, • You maintain trustworthiness, confidentiality, and are discreet, • You take ownership and go the extra mile to get the job done, • You consistently execute deadlines while navigating through a fast-paced environment Salary: $50,000-$61,000 / annually (depending on experience) Location and Work Hours: • This is not a remote position; candidates must be willing and able to work in-person at the Tempe campus, • Monday through Friday, 9am-6pm Summary of Employment Benefits: • Medical insurance option with UAT covering over 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 lunch 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 DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Executive (Client Advisor) Position Overview World’s Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • Drive account retention and maintain client relationships through renewal workflows. Our Employee Benefits Client Advisors . . . • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance, • . . . Demonstrate the highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR 3BhgooXaPJ

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. Primary Responsibilities • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts, • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners, • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions, • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close, • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability, • Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriateQualifications, • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals, • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner, • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes, • Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business, • It is meaningful, but not mandatory, if you have:, • Experience selling personal insurance through a top brokerage or private client group, • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot), • Experience building and presenting professional client proposals or coverage presentation Compensation As a World Personal Lines Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-MS1 Powered by JazzHR OmLFumt44O

Job DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE: The Security Operations Manager is accountable for CIMs’ readiness to prevent, respond to, and recover from cybersecurity incidents. This role is accountable for CIM’s cybersecurity posture by ensuring the appropriate controls are in place, our user population has the necessary cybersecurity training, and the day-to-day management of cybersecurity threats are handled appropriately. The Security Operations Manager partners closely with Engineering, Support, Compliance, and Product teams to ensure controls are effective, risks are actively managed, and operations support overall business continuity and resilience objectives. This role plays a critical part in protecting our customers, employees, and operations, while enabling the business to grow securely and confidently. ESSENTIAL FUNCTIONS: Security Operations & Incident Response • Ensure security alerts and anomalous activities are continuously monitored, accurately logged, and escalated in accordance with established procedures., • Lead and coordinate timely, effective response to cybersecurity incidents to minimize business impact., • Support restoration of affected systems and services following cybersecurity incidents, including leading forensic investigations as required., • Research emerging threats and attack vectors, and implement appropriate countermeasures to continuously strengthen the organization’s security posture., • Coordinate internal and external penetration testing activities to identify and remediate exploitable weaknesses. Risk Management, Controls & Assurance • Ensure protective security controls are implemented and operating effectively to reduce risk exposure., • Coordinate with compliance and IT teams to design, implement, and maintain operational security controls., • Support asset cataloging and ownership alignment to ensure accountability for systems, data, and security controls., • Execute quarterly User Access Reviews across the application portfolio in an efficient manner., • Respond to external audit and compliance questionnaires, providing accurate and timely security documentation and evidence. Security Awareness & Enablement • Ensure employees, vendors and/or contractors with access to systems and data are appropriately trained in relevant security awareness and individual security responsibilities., • Design, manage, and enforce the organization’s security awareness program, including the execution of recurring phishing simulation campaigns., • Support the development, testing, and ongoing improvement of Disaster Recovery plans to ensure the organization can effectively respond to and recover from disruptive events, including cybersecurity incidents., • Serve as a trusted security advisor to internal teams, raising awareness and providing guidance to help protect products, systems, and services from known and emerging threats.NON-ESSENTIAL FUNCTIONS:, • Ability to produce executive reporting to illustrate Cybersecurity posture and areas for improvement., • Ability to communicate and present ideas and recommendations effectively to Technology management., • Ability to translate Cybersecurity information into a manner that end users can understand.SUPERVISORY RESPONSIBILITIES:, • None.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.), • Minimum 8 years of Cybersecurity analyst/management experience., • Bachelor’s Degree in a technical field required., • CISSP or CISM certification strongly preferred., • Formal training in Cybersecurity governance, risk, and compliance (GRC)., • Understanding of Cybersecurity communities (OWASP)., • Understanding of SOC 2, SOX, NIST, and GDPR compliance.KNOWLEDGE, SKILLS AND ABILITIES:, • Expert knowledge of information security principles, practices, and architectures., • Expert knowledge with Threat Detection, Email Security, DLP, Data Governance tools such as Proofpoint, MS Defender, or Mimecast., • Hands-on experience with the development of Cybersecurity Training and Phishing Campaigns., • Experience with leading Disaster Recovery programs., • Experience with Vulnerability Management Platforms such as Rapid7 and Qualys., • Experience with Patch Management platforms such as SCCM and Ivanti., • Understanding of supporting technology audits and testing technology controls., • Understanding of cloud environments such as Azure, SalesForce.com and Office365.PERFORMANCE METRICS:, • Regular reporting of key Cybersecurity metrics for the company to executive management., • Year over year Improvement of scores within the vulnerability management platform., • Meet all compliance requirements related to Cybersecurity., • Timely completion of preventive Cybersecurity measures such as User Access Reviews, End User Cybersecurity Training, and Phishing Campaigns., • Reduction of Cybersecurity issues uncovered by 3rd party security testing and compliance audits., • Disaster Recovery readiness score.WHAT CIM OFFERS: At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including: • A variety of Medical, dental, and vision benefit plans, • Health Savings Account with a generous employer contribution, • Company paid life and disability insurance, • 401(k) savings plan, with company match, • Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave, • Up to 16 hours of volunteer time off, • Up to 16 weeks of Paid Parental Leave, • Ongoing professional development programs, • Wellness program, including monthly and quarterly prizes, • And more!Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. #LI-BL1 HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy. CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.

Job DescriptionChief Financial Officer (CFO)Sanctuary Recovery CentersLocation: Phoenix, AZReports To: Chief Executive Officer (CEO) & Director of OperationsPosition Type: Executive Leadership / C‑SuitePosition OverviewSanctuary Recovery Centers is seeking a strategic, mission‑driven Chief Financial Officer (CFO) to lead all financial functions of the organization. As a key member of the executive leadership team, the CFO serves as the organization's primary financial spokesperson and a trusted advisor to the CEO and Director of Operations.The CFO will oversee financial planning, reporting, compliance, risk management, and long‑term financial strategy while supporting Sanctuary's continued growth in behavioral health and recovery services. This role is critical in ensuring financial stability, regulatory compliance, and alignment between financial operations and Sanctuary's mission of providing high‑quality, ethical, and sustainable care.Key ResponsibilitiesFinancial Planning & Analysis (FP&A) • Lead the development of operating budgets, program‑level budgets, forecasts, and long‑term financial strategies aligned with Sanctuary's clinical and operational goals, • Partner closely with the COO and program leadership on budgeting, cost‑benefit analysis, and forecasting related to census, staffing, and service expansion, • Provide financial insight to support data‑driven decision‑making across clinical, operational, and administrative functionsFinancial Reporting & Compliance, • Ensure accurate, timely financial statements in accordance with applicable accounting standards, • Oversee financial compliance related to healthcare and behavioral health operations, including payer contracts, audits, and regulatory requirements, • Prepare and present financial reports, analyses, and recommendations to the CEO and Board of DirectorsRisk Management, • Identify, assess, and mitigate financial risks, including payer mix, reimbursement risk, operational risk, and market volatility, • Establish and maintain strong internal controls to support compliance, audit readiness, and financial integrityStrategic Leadership & Advisory, • Serve as a strategic partner in evaluating growth initiatives, new programs, mergers, acquisitions, and expansion opportunities, • Advise executive leadership and the Board on financial implications of business development initiatives, • Contribute to long‑term organizational strategy, sustainability planning, and responsible growthTreasury & Investment Oversight, • Oversee cash flow management, liquidity planning, banking relationships, and reserve strategy, • Support funding strategies and capital planning to ensure the organization's long‑term financial healthLeadership & Team Oversight, • Lead and mentor the finance and accounting teams, including finance leadership, controllers, and accounting staff, • Ensure financial operations effectively support Sanctuary's clinical, compliance, and operational objectives, • Foster a culture of accountability, transparency, and continuous improvement within the finance functionLeadership Role, • Member of Sanctuary Recovery Centers' C‑Suite and senior executive leadership team, • Regular interaction with the Board of Directors and executive leadership, • Plays a critical role in governance, compliance, and organizational stewardshipQualifications & Experience, • Proven experience as a CFO or senior finance executive, preferably within healthcare or behavioral health, • Strong background in financial strategy, reporting, compliance, and risk management, • Experience supporting multi‑program operations, growth initiatives, and complex regulatory environments, • Demonstrated ability to partner with executive leadership and boards in a mission‑driven organization, • Exceptional leadership, communication, and strategic thinking skillsWhy Join Sanctuary Recovery CentersAt Sanctuary Recovery Centers, the CFO is not just a financial leader but a strategic partner in advancing ethical care, long‑term sustainability, and responsible growth. This role offers the opportunity to shape the financial foundation of an organization committed to recovery, dignity, and community impact. As part of our commitment to maintaining a safe and productive work environment, Sanctuary Recovery Centers conducts background checks and drug screenings for all potential employees. Please note the following: Background Check: All offers of employment are contingent upon the successful completion of a background check. This may include verification of employment history, education, criminal records, and other relevant information. Drug Screening: Candidates must pass a drug screening test as a condition of employment. This test will screen for the presence of illegal substances and may include random testing during employment. APS Registry: Candidates must pass an APS (Adult Protective Services) registry check before an offer of employment can be extended. Confidentiality: All information obtained during the background check, drug screening, and APS registry check process will be kept confidential and used solely for employment purposes. Compliance: Sanctuary Recovery Centers complies with all applicable federal, state, and local laws regarding background checks, drug screenings, and APS registry checks. By applying for this position, you acknowledge and consent to these procedures.

Job Description Company Overview: At Executive Financial Partners, we are looking for a top performer to join our sales team. As we continue to grow, we need someone who naturally leads by example and thrives in a fast-paced, results-driven environment. We're seeking individuals who are passionate about our missionto help better the lives of our agents as well as our clients. Position Description: In this role, you'll lead direct sales efforts in your territory, working closely with businesses across different industries. With our advanced training, you'll quickly build strong relationships with business owners and decision-makers, driving success in promoting our supplemental insurance products and services. As a sales team leader, you'll guide your team, strengthen client relationships, and ensure your territory achieves its goals. As a Sales Team Lead, you'll balance closing personal sales while mentoring both new and experienced team members, helping them achieve their goals and set new standards of success. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

Job DescriptionSalary: 1 THIS POSITION IS FOR CANDIDATES BASED IN PHOENIX, AZ. (This role requires up to 10% travel annually, including occasional trips for team meetings, training, or client-related activities). Sonatafy Technology, headquartered in Scottsdale, Arizona, is an award-winning nearshore software development company with a strong reputation. They have a dedicated in-house team of engineers, offering end-to-end software solutions and supporting client development staff augmentation. Catering to companies of all sizes and industries, including some of the world's largest brands, Sonatafy Technology is a trusted provider of nearshore enterprise-level cloud and mobile application software development services. Sonatafy Technology is seeking aPrincipal Engineerto lead complex software architecture initiatives, drive modernization efforts, and lead high-performing engineering teams. This senior role blends architecture, hands-on development, and strategic problem-solving for enterprise clients building next-generation systems. You will guide multiple engineering teams through the design and delivery of scalable, event-driven platforms, establish technical standards, and ensure world-class engineering practices. Key Responsibilities: • Lead architecture design across distributed, event-driven, and microservices-based systems., • Enforce clean architecture and SOLID principles, ensuring alignment across multiple engineering pods., • Guide the adoption of emerging technologies, including Generative AI Development Toolchains, LLMs, and automation-driven engineering practices., • Establish technical standards for code quality, CI/CD automation, testing, and documentation., • Partner with executives, product managers, and DevOps to translate business challenges into scalable technical solutions., • Lead client-facing technical discussions and solution architecture sessions during pre-sales engagements., • Collaborate with the sales and delivery teams to design and present proposals, technical roadmaps, and proofs of concept that address client pain points., • Participate in RFP/RFI responses, estimating, and solution scoping with a focus on clear business outcomes., • Build trusted relationships with clients through strong communication, thought leadership, and credibility as a senior engineering partner., • Mentor engineers and foster a culture of ownership, accountability, and continuous learning., • Serve as a trusted advisor capable of bridging business priorities with technical strategy., • Mentor engineers and foster a culture of ownership, accountability, and continuous learning., • Participate in architecture reviews, code reviews, and sprint retrospectives to ensure technical excellence., • Serve as a trusted advisor for clients, capable of translating complex technology strategies into business outcomes. Required Qualifications: • Minimum of 10 years of software development in data-centric Win32/Web applications using Microsoft tools:, • .NET, HTML, ASP, Microsoft SQL Server, • Expert-level understanding of relational databases (preferably MSSQL), • Proven success leading or managing senior-level teams within Scrum/Agile environments, • Hands-on experience with Generative AI tools and techniques, including GitHub Copilot and Prompt Engineering, • Preferred experience with ASP.NET, WCF, Web Services, XML, SQL Server, Windows Services, UX Design, JavaScript, CSS, Domain-Driven Design, and nServiceBus, • Previous leadership in Agile or SAFe-based SDLC environments Specialized Skills: • Knowledge of Large Language Models (LLMs), Agentic AI, and Model Context Protocol (MCP) and their application in automation and feature engineering, • Strong understanding of consumer lending business processes, • Deep knowledge of design patterns and best practices for scalable architecture, • Proven ability to collaborate across departments (Product, Engineering, QA) to manage dependencies and technical initiatives, • Ownership mindset with strong decision-making, analytical, and communication skills, • Ability to ensure development processes deliver high-quality user experiences aligned with business goals, • Strategic thinker capable of defining long-term software roadmaps aligned with organizational priorities, • Track record of coaching teams, improving performance, and fostering a culture of innovation and learning, • Leadership presence, calm under pressure, and a genuine team-first approach, • Broad technical curiosity across multiple programming languages, frameworks, and tools, • Skilled at balancing priorities, managing deadlines, and ensuring delivery excellence Why Work with Sonatafy? At Sonatafy, you'll join a community of highly skilled engineers across Latin America supporting innovative U.S.-based teams. Youll be part of a fast-moving, client-first culture where your code has real-world impact. We offer competitive compensation, a remote-first lifestyle, and career growth opportunities across industries and technologies. If you have reached this point and feel you are our ideal candidate, its time for you to apply! To apply,please submit your resume in English. Recruitment Scam Notice: Sonatafy recruitment communications will only come from@sonatafy.comemail addresses. We do not request fees, sensitive financial information, or conduct hiring solely through online forms without interviews. If you receive a suspicious message, contact us atcareers@sonatafy.com.

Job Description Sands Investment Group (SIG) is hiring a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business This is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow. Top performers are earning 300K-1M+ annually. Why Join SIG? -National Platform with $10.1 billion in closed transactions -Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers -One-on-one mentorship with Managing Directors and senior producers -Access to $1.5 billion in inventory What You'll Do -Drive lead generation and nurture relationships with investors and property owners -Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings -Collaborate with your team and marketing staff to bring deals to market -Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities -Own key accounts and client relationships within your product specialization Who Are You -5+ Years in commercial real estate, or investment sales -Proven closer or producer looking for a stronger platform -Licensed Real Estate Agent or actively pursuing licensing -Comfortable with CRM systems, data tools, and financial analysis -A culture fit: Collaborative, Coachable, Communicative, and Consistent Compensation -100% commission-based role, no cap on earnings -Senior Advisors earn 150K-300K with top performers exceeding 500K+ -Includes access to SIG's national inventory, CRM, marketing systems, and training Office Location Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia

Job DescriptionDescription: Dynasty Financial Partners is seeking a seasoned and dynamic senior salesperson to serve as Business Development Officer (BDO) in the western region. This highly visible role will be directly responsible for driving new growth for the organization. The BDO will be responsible for recruiting, developing, and closing new business opportunities, forging strategic partnerships, and cultivating relationships with key stakeholders. The ideal candidate will have a history of relevant business development experience with a proven track record of creating shareholder value and driving revenue growth. Strong awareness of, and experience in, financial services including knowledge of the various wealth management channels and specifically Registered Independent Advisor industry is required. This role requires a strategic thinker who can articulate Dynasty's value proposition to potential clients and act as a trusted advisor. The BDO will collaborate closely with cross-functional teams to achieve revenue and market share targets, aligning with Dynasty Financial Partners' values, offerings, and pricing strategies to successfully close new business. Reporting to a Regional Director, this role will be primarily responsible for recruiting new clients but will also be responsible for supporting existing client relationships as part of the regional team. Frequent travel to support sales activities is expected, including regular visits to company headquarters and other industry and company events. RESPONSIBILITIES: • Set Regional Business Development Strategy: Develop and execute business development strategies to achieve the organization's goals and objectives. Identify new market opportunities, assess market trends, and work with Sales Operations to formulate and execute plans to expand the business and drive revenue growth., • Meet Production Targets: Annual production targets will be set by Sales Leadership at the start of each year and must be consistently met., • Lead Generation and Prospecting: Proactively identify and source new business opportunities by leveraging industry knowledge, market research, and networking. Utilize a variety of channels; COI channels, recruiting, cold calling, industry events, existing industry relationships, and professional social and digital media platforms to generate leads. Develop and implement innovative strategies to attract and engage potential clients., • Relationship Building: Build and maintain strong relationships with clients, partners, industry associations, and other stakeholders. Foster long-term partnerships and collaborations that drive business growth, enhance brand reputation, and create value for all parties involved., • Proposal Development and Negotiation: Prepare, present, and negotiate compelling proposals, pitches, and presentations to prospective clients. Lead contract negotiations and commercial discussions to secure new business deals and partnerships. Ensure agreements align with the organization's goals and objectives., • Be a Dynasty Ambassador: Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms. Be prepared to effectively serve as a spokesperson for the Company on industry-related topics., • Professional Conduct: At all times act with a high degree of professionalism and integrity. Maintain books and records, adhere to internal policies and procedures, deliver high quality work product, and respect, support and foster collaborative relationships with colleagues.Requirements: QUALIFICATIONS: • Bachelor’s Degree in Business Administration, Finance, or related field. Master’s Degree Preferred., • Proven experience in business development, sales, or a related field, with a track record of driving revenue growth and achieving business targets., • Strong strategic thinking and analytical skills, with the ability to identify and evaluate new business opportunities., • Excellent negotiation skills, with the ability to build rapport, influence decision-makers, and close deals., • Strong communication skills (both oral and written) and interpersonal skills., • Strong organizational and time management skills are needed to maintain a healthy pipeline, prioritize workload, handle multiple tasks, and meet deadlines., • Detail oriented, able to work independently and effective at completing projects/tasks on time and on budget. BENEFITS: • Health Insurance, • Dental insurance, • Vision insurance, • Retirement plan 401(k), • 401(k) matching, • Paid Time Off, • FSA/HSA benefits plans, • Disability benefits, • Voluntary Life Insurance, • Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job Description Position Title: Product Marketing Director – Annuities and Disability Insurance Reports to: Partner Department: Marketing – Product & Brand Location: Boston or Pheonix Classification: Full-time / Exempt Summary / Job Objective: The Product Marketing Director leads the development and execution of the Annuity and Disability Insurance (DI) product marketing strategy. This role is responsible for defining clear positioning, messaging, and go-to-market initiatives that drive product sales, advisor adoption, and long-term advisor retention. This role owns performance measurement across all product marketing efforts and ensures alignment between product, sales, and distribution teams to support market growth and competitive differentiation. Primary Responsibilities · Develop Product Marketing Strategy: Work with sales leaders to define clear, compelling positioning and messaging that resonates with insurance professionals, advisors, brokers, financial institutions, RIAs, financial professionals and their clients. · Field & Sales Enablement: Create sales playbooks, training content, presentation decks, product one-pagers, and campaign materials tailored for ADCs (internal sales), advisors, and their clients. · Drive Advisor Engagement: Create, manage and enhance advisor marketing programs and campaigns that help drive advisor retention and engagement. Develop attribution models to highlight how marketing is helping drive business KPIs. · Provide Competitive Intelligence: Monitor the industry and competitive landscape to identify trends, opportunities, and threats, translating those insights into field-ready positioning and marketing programs. · Campaign Oversight: Plan and execute multi-channel campaigns that promote product awareness, sales opportunities, and advisor recruitment or activation. Drive marketing strategy for product launches and enhancements, working closely with product, distribution, and training teams to align efforts. · Analytics & Optimization: Track and measure product marketing effectiveness through KPIs, campaign performance, and feedback loops to continuously improve strategy and execution. Ensure marketing tactics are tied to business objectives. Qualifications · 7-10 years of financial services experience in marketing with a carrier, agency, distributor or equivalent. · Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through advisor distribution. · Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis. · Experience with market research, competitive intelligence, and data-driven decision-making. · Demonstrated ability to influence and collaborate across all levels of an organization Core Competencies · Strategic Thinking: Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies. · Leadership & Influence: Inspires cross-functional teams and drives alignment without direct authority. · Analytical Skills: Comfortable analyzing data, identifying trends, and using insights to inform strategy. · Communication Excellence: Skilled storyteller who can craft compelling narratives for diverse audiences. · Execution & Agility: Proven track record of managing multiple priorities, adapting to change, and delivering results. · Collaboration: Ability to build strong partnerships across product, sales, marketing, and executive teams. · Innovation: Creative problem-solver who brings fresh ideas to enhance market impact. Compensation & Benefits Compensation (based on experience) • Annual Base Salary: $100,000 - $125,000 (exempt), • Annual performance bonus target: 20%, • Commission Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location Primary location preference is Boston. Phoenix would also be considered. Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Manager, Channel Marketing – National Accounts Reports to: Partner, SVP Marketing Department: Marketing Location: Phoenix, AZ or Boston, MA Classification: Full-time / Exempt Summary / Job Objective: The Channel Marketing Manager will help lead the development and execution of tailored product marketing strategies across our National Account channel, directly supporting broker-dealers, banks, and major financial institutions. This strategic role is responsible for establishing clear product positioning, high-impact messaging, and custom go-to-market initiatives designed to accelerate advisor adoption, product sales, and long-term channel retention. Essential Job Functions: The Channel Marketing Manager will maximize the value of the current network by optimizing ongoing marketing delivery for existing national accounts, including broker-dealers, banks, and institutional partners, while also designing the onboarding frameworks for newly affiliated organizations. By translating complex insights into compelling, targeted messaging, this role will drive advisor awareness, product adoption, retention, and sales growth across the distribution network. This individual will collaborate closely with national account managers and external partners to ensure offerings are uniquely differentiated and robustly supported, while navigating complex regulatory landscapes to ensure all marketing initiatives strictly align with required compliance and approval frameworks. Primary Responsibilities: · Field & Sales Enablement – Create specialized sales playbooks, institutional training content, presentation decks, product one-pagers, and campaign materials tailored for national account partners and their field advisors. · Drive Partner & Advisor Engagement – Manage, enhance, and optimize ongoing marketing programs for existing national accounts to drive advisor retention and product adoption, while scaling framework toolkits for newly onboarded firms. Develop attribution models to clearly demonstrate how marketing initiatives drive key business KPIs. · Campaign Execution – Execute targeted, multi-channel campaigns that promote product awareness, identify sales opportunities, and accelerate advisor activation. Lead marketing strategies for product launches and enhancements, collaborating closely with national account managers, external carrier partners, and training teams to ensure seamless alignment within complex institutional compliance frameworks. · Analytics & Optimization – Track, measure, and analyze marketing effectiveness through data-driven KPIs, campaign performance metrics, and advisor feedback loops to continuously improve strategy. Ensure all marketing tactics directly support national account sales growth and broader business objectives. Qualifications: · 5-7 years of financial services experience in marketing with a Carrier, Agency, Distributor or equivalent · Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through bank, broker-dealer and national accounts channels. · Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis. · Experience with market research, competitive intelligence, and data-driven decision-making. · Demonstrated ability to influence and collaborate across all levels of an organization Core Competencies: · Strategic Thinking: Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies. · Leadership & Influence: Inspires cross-functional teams and drives alignment without direct authority. · Analytical Skills: Comfortable analyzing data, identifying trends, and using insights to inform strategy. · Communication Excellence: Skilled storyteller who can craft compelling narratives for diverse audiences. · Execution & Agility: Proven track record of managing multiple priorities, adapting to change, and delivering results. · Collaboration: Ability to build strong partnerships across product, sales, marketing, and executive teams. · Innovation: Creative problem-solver who brings fresh ideas to enhance market impact Compensation & Benefits: Compensation (based on experience) • Annual base salary: $90,000 - $105,000, exempt, • Annual performance bonus target: 20% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 2929 N Central Ave, Phoenix, AZ OR 667 Boylston St, Boston, MA; in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Job Summary We are a growing tax and financial services firm seeking a detail-oriented and motivated Entry-Level Tax Preparer / Tax Administrator to join our team. This role is ideal for candidates with 1–3 years of tax preparation experience who thrive in a fast-paced environment and are eager to grow their career in accounting and tax services. Key Responsibilities • Prepare and assist with individual and small business tax returns, • Support daily office operations including client intake, document collection, and follow-ups, • Communicate with clients in English and Spanish (verbal and written), • Maintain organized digital and physical client files, • Deliver excellent customer service in person, by phone, and via email, • Manage multiple deadlines with strong attention to detail, • Ensure confidentiality and compliance with tax regulations Required Qualifications • 1–3 years of tax preparation or tax office experience, • Bilingual (English & Spanish) – REQUIRED, • Basic knowledge of tax forms, deductions, and filing requirements, • Strong organizational and multitasking skills, • Proficient with computers, scanning, and tax software, • Reliable, professional, and eager to learn Preferred Skills (Plus but Not Required) • Experience with tax software, • Experience working in a busy tax office environment Compensation & Benefits • $25 per hour + overtime opportunities, • Hands-on training with an Enrolled Agent / Certified Tax Advisor, • Career growth and advancement opportunities, • Supportive, team-oriented work environment Apply Today If you are looking to build your career in tax preparation and work with a growing firm that invests in your development, apply now to join our team! Company DescriptionMTM Tax & Accounting Services LLC is a locally owned firm serving the Phoenix metro area since 2002. For over two decades, we have provided trusted tax and accounting services to individuals, as well as new and small businesses. As our firm grows, we are evolving beyond traditional compliance services and transitioning into a forward-thinking advisory firm. Our focus is to help clients uncover strategic tax-saving opportunities and make smarter financial decisions. We are currently expanding and seeking motivated, self-driven individuals to join our team. If you are passionate about working with great people, eager to grow your knowledge, and excited to contribute to a dynamic and evolving firm, we encourage you to apply. We look forward to connecting with you!MTM Tax & Accounting Services LLC is a locally owned firm serving the Phoenix metro area since 2002. For over two decades, we have provided trusted tax and accounting services to individuals, as well as new and small businesses.\r\nAs our firm grows, we are evolving beyond traditional compliance services and transitioning into a forward-thinking advisory firm. Our focus is to help clients uncover strategic tax-saving opportunities and make smarter financial decisions.\r\nWe are currently expanding and seeking motivated, self-driven individuals to join our team. If you are passionate about working with great people, eager to grow your knowledge, and excited to contribute to a dynamic and evolving firm, we encourage you to apply.\r\nWe look forward to connecting with you!

Job DescriptionDescription: On-site in Scottsdale, AZ Our client seeks a Finance Manager – M&A and Integrations to lead financial activities across acquisitions and post-close integrations. This role partners cross-functionally with Corporate Development, FP&A, Accounting, Legal, HR, IT, and business leaders to support deal execution, financial diligence, valuation, integration planning, and value realization. The ideal candidate brings strong analytical capabilities, hands-on transaction experience, and the ability to lead complex integrations in a fast-paced environment. We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $60.00 to $70.00/hr. w2 Responsibilities: • Lead financial due diligence for acquisitions, including analysis of historical financials, quality of earnings, working capital, debt-like items, and cash flow sustainability., • Support valuation modeling, deal structuring, purchase price allocation inputs, and scenario analysis., • Partner with Corporate Development and external advisors throughout the transaction lifecycle., • Prepare executive-level materials, including investment memos, financial models, and board presentations., • Assess financial risks, synergies, and value creation opportunities for potential transactions., • Support negotiation of financial terms within purchase agreements, including earn-outs and working capital adjustments., • Lead financial integration planning and execution for acquired entities, aligning with enterprise financial processes and controls., • Own development and tracking of integration financial milestones, synergies, and cost-to-achieve., • Partner with Accounting to integrate acquired entities into financial reporting, close processes, internal controls, and ERP systems., • Collaborate with FP&A to incorporate acquisitions into budgets, forecasts, and long-range plans., • Monitor post-close financial performance versus deal model assumptions and communicate variances to leadership., • Support change management by working with HR, IT, Operations, and business leaders during integration., • Act as a finance advisor to business leaders during periods of transformation and growth., • Improve M&A and integration playbooks, templates, and processes to enhance scalability and execution efficiency., • Identify opportunities to standardize financial processes and optimize performance across acquired businesses., • Ensure compliance with accounting standards, internal controls, and company policies throughout transaction and integration activities. Experience Requirements: • Hands-on experience supporting M&A transactions and post-close integrations in a dynamic environment., • Proficiency with financial due diligence, valuation modeling, and scenario analysis., • Experience partnering with cross-functional teams and external advisors., • Ability to prepare executive-ready materials and communicate findings to leadership., • Knowledge of financial reporting, internal controls, and ERP integration considerations. Recruitment Transparency Notice Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening and hiring process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (noreply@eliassen.com, 781-808-2924) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group’s use of these tools, including AI tools, as part of the application and hiring process. Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range. W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: · When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc. · Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact fraud@eliassen.com. About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

Job Description Company Overview: At Executive Financial Partners, we're proud to provide supplemental health insurance solutions that protect hardworking families, individuals, and small businesses when life takes an unexpected turn. Our mission is simple: to serve with integrity, deliver results, and stand by the people and communities we represent. We believe in discipline, hard work, and doing what matters most. As we continue to grow into new markets, we're searching for motivated professionals who take pride in their work, embrace challenges, and are ready to build something that lastsfor themselves and for the people they serve. Position Description: We'll give you the tools, training, and mentorship you need to succeed, no matter your background. From day one, you'll learn directly from seasoned professionals and gain real-world experience that sets you apart. Sales experience is not requiredwhat matters most is your ambition, resilience, and commitment to doing the job right. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com