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Job Description The Senior Marketing Advisor will develop and optimize multi-channel marketing strategies for the Medicare team to drive preference, qualified leads, and sales of Blue Cross NC products, and deliver on business objectives. Strategies will focus on educating, engaging, and converting existing and prospective members, producers, and other audiences throughout the buying journey and audience lifecycle. Using data, insights and iterative testing and optimization of strategies and key channels, including digital advertising, paid search, content marketing, direct mail, and social media (paid and organic), the Senior Marketing Advisor will drive results that for the business and Our Purpose. WhatYou'llDo • Responsible formulti-channel marketingstrategy development to generate and capture demand, includingsales, retention, engagement, quality and membership goals., • Leads the creation and evaluation ofcomplex marketing plansby identifyingmarketingobjectives and strategies, market and audience insights, key messages, tactics, timing and budget allocationthrough cross-functional collaboration., • Develops integrated Direct Response and content marketing strategies, leveraging relevant print and digital channels designed to drive response and overall sales growth of Medicare products., • Providesongoing strategic consultation throughoutthe creative development, testing and launchprocesses., • Partners with Marketing Analytics and channel subject matter experts to identify, capture and utilize data and analytics to measure success, optimize campaigns, rapidly iterate on strategy based on learnings, and inform future work, • Leverages customer and consumer insights, personas and buyer journeys to develop holistic strategies and plans that effectively drive business outcomes and maximize ROI (segmentation, product design, communication preferences, messaging strategy and measurement plans/learnings)., • Facilitate communication and present information to both internal and external stakeholders at all levels, including senior-level leadership, to effectively drive programs/initiatives., • Develops marketing and communications strategies and plans for assigned strategic initiatives., • Organize, optimize and communicate progress towards the completion of overall work portfolio., • Identify, analyze and monitor relevant industry, regulatory, technology and market-based trends. What You Bring • Bachelor's degree or advanced degree (where required), • 5+ years of experience in related field., • In lieu of degree, 7+ years of experience in related field. Bonus Points • Candidate must have significant background and experience in developing integrated marketing strategies and plans across traditional and digital media, • Strong knowledge of PowerPoint for executive-level presentations, • Experience with direct to consumer (B2C) marketing in Medicare offerings., • Ability to balance multiple projects in a high-stake work environment, • Familiarity with measuring campaign ROI and sales attribution, preferred, • Demonstrated ability to develop trusted relationships and engaging with leaders to drive business outcomes, • Must demonstrate a proactive approach in project ownership, leadership, and communication WhatYou'llGet • The opportunity to work at thecutting edgeof health care delivery with a teamthat'sdeeply invested in the community, • Work-life balance, flexibility, and the autonomy to dogreat work, • Medical, dental, and vision coverage along withnumeroushealth and wellness programs, • Parental leave and support plus adoption and surrogacyassistance, • Career development programs and tuition reimbursement for continued education, • 401k match including an annual company contribution #LI-Hybrid Salary Range At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by factors including experience and training, specialized skill sets, licensure and certifications and other business and organizational needs.Our base salary is part of a robust Total Rewards package that includes an Annual Incentive Bonus*, 401(k) with employer match, Paid Time Off (PTO), and competitive health benefits and wellness programs. *Based on annual corporate goal achievement and individual performance. $89,174.00 - $142,679.00 Skills JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Blue Cross and Blue Shield of North Carolina in recruitment activities in return for disclosing financial information. Our hiring process does not include text-based conversations or interviews and never requires payment or fees from job applicants. All our career opportunities are published on ___. If you have already provided your personal information that you suspect is fraudulent activity, please report it to your local authorities. Any fraudulent activity should be reported to: ___.

Relationship Leader Opportunity in Financial Services Vice President, Advisor Engagement Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Remoteapplicants may potentially be considered for this role. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open toremoteapplicants for this position. Role Type: Full-time, Exempt. 15-40% Travel May Be Required Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Salary:$140,000- $155,000per year + annual bonus Actual compensation offered will bedeterminedindividually, based ona number ofjob-related factors, including location, skills, experience, and education. Our competitive salaries are just onecomponentofOsaic'stotal compensation package.Additionalbenefitsinclude:health, vision, dental insurance, 401k, vacation and sick time, volunteerdaysand much more. To view more details of what you can look forward to, visit our careers page:___ Summary: We are looking for a driven and motivated individual to join our Advisor Engagement team. The VP, Advisor Engagement will drive strategy and execution within the field of financial professionals they serve, aiming to drive retention, engagement, growth, and overall satisfaction. This role builds strong partnerships with financial professionals, translates business opportunities into actionable goals, and drives deep engagement between Osaic resource teams and the field. This role will report directly to the SVP of Advisor Engagement for Enterprises. Education Requirements: Bachelor's degree preferred; high school diploma (or equivalent) with significant practical experience considered in lieu of degree. High school diploma (or equivalent) is required. Responsibilities: • Develop and maintain meaningful relationships with financial professionals throughout their lifecycle, having a regular service model or visits, meetings, and calls., • Identify and proactively engage in growth opportunities for assigned financial professionals, including goal setting and actionable plans., • Conduct thoughtful discovery and continuous rediscovery of each business and its owner., • Assess and communicate the health of financial professionals' businesses across key areas using business intelligence tools., • Help financial professionals set realistic, attainable business goals and create strategies for successful execution., • Drive same-store sales, revenue growth, net new assets, and maintain low attrition through engagement and consultative initiatives., • Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes., • Promote and drive adoption of resources, tools, and services aligned to each professional's needs and readiness., • Deliver information-both positive and challenging-with empathy and actionable solutions., • Connect financial professionals to subject matter experts for holistic financial planning and wealth management support., • Assist with issue identification and resolution, acting as an advocate and communicating feedback to the appropriate areas., • Collaborate across relationship teams to foster community and connections among like-minded businesses., • Perform other duties as assigned. Basic Requirements: • Minimum 12 years of experience in wealth management, with familiarity across multiple firm functions., • At least 5 years of proven success building relationships and delivering measurable impact with financial professionals., • Strong communication skills-presentation, written, and verbal., • Prior experience managing teams successfully., • Knowledge of evolving technologies in customer operations, tools, and platforms., • Demonstrated ability to manage change within independent financial professional businesses., • Proven track record of driving positive outcomes in financial professional practices. Preferred Requirements: • FINRA Licenses: Series 6/7 and (63 and 65) or 66, Series 24.

Compliance Risk Opportunity in Financial Services Compliance Analyst Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type:Full-time Salary: $55,000 - $63,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Compliance Analyst plays a critical role in safeguarding the integrity of Osaic's financial services operations by monitoring advisor activity and identifying potential compliance risks. This position is responsible for conducting detailed reviews of financial professionals' books of business, analyzing trade data, and detecting patterns that may indicate regulatory or policy concerns. The analyst will collaborate closely with Internal Supervision, Compliance, and Senior Management to deliver actionable insights and ensure adherence to industry standards and firm policies. This role requires strong analytical skills, attention to detail, and the ability to interpret complex regulatory requirements. The Compliance Analyst will also contribute to the development of surveillance procedures, lead special projects, and serve as a subject matter expert for system testing and quality assurance initiatives. Education Requirements: • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: • Reviews financial professionals' book of business for common risks and regulatory issues., • Creates representative summaries detailing negative trends including high rates of variable annuity replacements, mutual fund B-share and C-share concerns, high rates of mutual fund switching, alternative investment liquidity issues, etc., • Delivers trend summaries to Internal Supervision, Compliance and Senior Management teams for review and follow up., • Assist Surveillance manager in the creation and editing of Surveillance procedures, • Lead additional projects and regulatory requests and necessary., • Conducts Quality Assurance of analyst deliverables for financial professional profiles and Activity Based Reviews., • SME for all Surveillance report IT/QA/UAT testing, • Train new/current Compliance Analysts Basic Requirements: • Three to five years of experience in the financial securities industry is required., • Must be proficient with MS Office and Word. Proficiency with MS Excel is a must., • Knowledge of the retail brokerage business and common investment products including mutual funds, variable annuities, alternative investments, stocks, and bonds is required. (Additional knowledge in variable annuities and mutual funds strongly preferred.), • Ability to analyze large amounts of trade data and to think through complex Compliance issues., • Must be detail-oriented, investigative and have the ability to handle a high volume of work independently., • Ability to interpret Compliance Policies and Procedures, FINRA manual, FINRA Notices to Members, Compliance notices and other publications concerning broker/dealer regulation, • Effective communication skills, both written and verbal., • FINRA Series 7 required. Preferred Requirements: • Insurance license preferred, • 2+ years' regulatory experience is preferred., • Experience at an independent broker-dealer is preferred, • FINRA Series 24 preferred.

Business Development, Advisor Acquisition Opportunity SVP, Business Development Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista, NE 68128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Remoteapplicants may potentially be considered for this role. Schedule:Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open toremoteapplicants for this position. Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales incentive compensation and annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The SVP, Business Development is accountable for the overall strategy and execution in growing the population of independent financial professionals Osaic. The SVP provides strategic direction for the Business Development team including strategic leadership, hiring, and training team members, goal setting, performance management and coaching. Additionally, the SVP is responsible for developing and communicating the annual department business plan. This position reports to the EVP of Recruiting & Revenue Acquisitions, and encompasses the strategic direction related to: Top-Tier financial professional acquisition; sourcing, brand awareness, transition, and post-affiliation. This position will have a team of direct reports. Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions meet the needs of potential financial advisors/enterprises * Work with SVP Sales Enablement to create sales training and coaching programs * Provide sales training and coaching to Business Development direct reports * Create a business plan that sets production and activity goals that will drive success in achieving the team goals * Prepare and deliver formal business presentations to qualified prospective representatives highlighting AG/WMF products, technology, and service. Answer questions and utilize sales techniques to recruit business * Participate in new business development ventures and strategic recruiting efforts as needed * Meet quarterly and annual sales goals through the successful implementation of consultative selling tactics * Nurture new leads and build relationships with qualified Financial Advisors and Enterprises and actively manage a sales pipeline through execution of the sales process * Develop and implement a territory action plan through territory analysis, prospect research, and goal setting * Actively develop relationships with product sponsors, wholesalers, and other centers of influence to expand your pool of prospects * Work across the Osaic to develop relationships with internal stakeholders and partners to drive efficient and effective processes and a five-star prospect experience. * Actively use Salesforce to track activities, manage leads, develop new opportunities, and build strong pipelines * Work closely with Business Development team members and management to foster peer-to-peer best practice sharing and coaching. * Other duties as assigned Education Requirements: * Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required Basic Requirements: * Minimum 10 years of experience in the financial services industry * Minimum 5 years of managing a team * Track record of successful sales/recruiting in the financial industry * Ability to influence high-level decision makers * Thorough knowledge of wealth management products and operations * Strong understanding of the financial services industry * Sales and marketing experience with financial and analytical acumen * Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM's; ability to learn and demonstrate proprietary systems * Strong focus on customer service * Ability to stay organized and balance and prioritize multiple priorities * Strong public speaking skills * Ability to work across teams to achieve goals * Strong oral and written communication skills * Decision-making, particularly in a high-growth and risk-charged environment Preferred Requirements: * FINRA Series 7, 24, and 65 /66 * Life/Health insurance license * Project management skills

Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work assigned schedule. Osaic is not considering remote candidates at this time. Role Type: Full-time, Non-Exempt Salary: $43,000 - $48,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: We are seeking a detail-oriented Processing Specialist to join our Financial Services team, supporting the efficient and accurate handling of brokerage account documentation. In this role, you will be responsible for reviewing, validating, and processing a variety of client account requests-including account openings, transfers, maintenance money movement, and regulatory documentation-while ensuring compliance with firm policies and industry standards. At the core of this role is a commitment to delivering an exceptional service experience. You will act as a trusted partner to both financial professionals and internal stakeholders-prioritizing responsiveness, accountability, and clear communication. Success in this position requires a proactive mindset, a willingness to go above and beyond, and a genuine dedication to helping others. Starting your career within Osaic's Processing Center provides a strong foundation for long-term growth within the firm. In this role, you'll build a deep base of knowledge by supporting financial professions and their teams, learning core operational processes, and developing expertise across Osaic's platforms, products, and policies. The Operations Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you'll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential. Education Requirements: High School Diploma or equivalent (GED) required Responsibilities: Operations Processing • Process brokerage account documents with a high degree of accuracy and within established service level timelines, • Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present, • Validate transactions against firm policies, industry regulations, and compliance standards, • Identify and resolve discrepancies, missing information, or errors prior to processing, • Ensure strict adherence to regulatory requirements (e.g., KYC, AML, and account registration rules), • Maintain precise records and audit trails for all processed transactions, • Prioritize workload effectively to meet deadlines in a high-volume processing environment, • Collaborate with internal partners to clarify requests and facilitate timely resolution, • Continuously monitor for risk and escalate potential compliance issues when identified, • Interact with financial advisors, clearing firms, custodians, and other external partners on routine and complex account transfer requests., • Provide timely and accurate status updates within contact management and workflow systems., • Make outbound phone calls to financial professionals as needed to resolve transfer issues and communicate status updates., • Maintain a strong understanding of clearing firm processes and policies and how they align or differ from internal procedures., • Act as backup support to coworkers by crosstraining on all department functions and demonstrating flexibility during periods of increased workflow., • Remain current on changes to industry regulations, clearing firm procedures, and internal business processes., • Perform additional duties as assigned. Customer Support & Phone Inquiries • Answer inbound calls from financial professionals in a courteous, professional, and timely manner, • Respond to questions regarding accounts, products, services, and procedures, • Research and resolve issues efficiently, escalating complex matters as needed, • Document all interactions accurately in internal systems Collaboration & Continuous Improvement • Work closely with internal teams to resolve inquiries and improve service delivery, • Identify trends or recurring issues and provide feedback to leadership, • Contribute to a positive team environment and customer-focused culture Basic Requirements: • Customer-focused mindset, • Attention to detail and accuracy, • Problem-solving and critical-thinking skills, • Time management and organizational skills, • Motivated individuals looking to grow a career in the Financial Services industry, • Proficient with Windows Microsoft Excel, Word, Outlook and Internet, • Ability to read & interpret company policies, operations manuals, & technical guides Preferred Requirements: • For new graduates: internship, co-op experience, prior work experience, • 1 years' experience of brokerage experience, • Completion of the FINRA SIE exam, • FINRA Series 7, • Experience with Envestnet / Wealth Management Platform, • Bachelor's degree in business, Finance or related field is preferred, • Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Advisor Support Opportunity in Financial Services Analyst II, Capital Solutions Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office. Role Type: Full time SALARIED * Salary:$80,000- $90,000per year + annual bonus Actual compensation offered will bedeterminedindividually, based ona number ofjob-related factors, including location, skills, experience, and education. Our competitive salaries are just onecomponentofOsaic'stotal compensation package.Additionalbenefitsinclude:health, vision, dental insurance, 401k, vacation and sick time, volunteerdaysand much more. To view more details of what you can look forward to, visit our careers page:___ Summary: Osaic is seeking an Analyst II who will play an important role in supporting Osaic's growth and retention goals by making capital accessible for advisors and their clients. The ideal candidate will bring strong analytical skills, the ability to make data-supported recommendations, and a desire to interface directly with our most important clients. Responsibilities: • Analyzes financial statements and performs cash-flow modeling to assess advisor financial health, • Conducts credit analyses to evaluate advisor credit worthiness, • Partners with corporate finance to evaluate advisor profitability, • Makes lending recommendations based on financial, credit, and profitability analyses, • Monitors existing loan portfolio and reports on performance metrics, • Identifies and implements strategies to automate work processes, • Presents to existing and prospective advisors and clients to market Osaic's overall lending capabilities, • Consults one-on-one with advisors and their clients to understand their specific lending needs and recommend appropriate lending solutions, • Partners with relationship management team to develop capital deployment strategies that support advisor growth and retention goals, • Develops and maintains excellent relationships with colleagues across business units and with external partners Education Requirements: • Bachelor's degree from an accredited university in Accounting, Finance, Economics or another related field is required. Master's degree preferred. Basic Requirements • Minimum 3 years' experience in an analytical role, • Advanced skills in MS Office products particularly Excel and PowerPoint, • Strong analytical skills, including the ability to identify trends and drivers, • Strong written and verbal communication skills, • Comfortable presenting one-on-one and to large groups, • Highly motivated self-starter able to anticipate challenges and resolve issues proactively, • Team player with a customer service mentality Preferred Requirements: • Experience working with PowerAutomate, • Experience working in Salesforce, • Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

Be part of an amazing story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions...about inspiring stores and irresistible products...about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. Passionate about both products and people, you play a key role in creating a personalized and inspiring shopping experience that builds confidence and drives sales. You'll serve as both an educator and a beauty expert - offering expert advice, conducting product demonstrations, and providing tailored consultations that may include makeup application and skincare recommendations. Your deep product knowledge and ability to stay current on trends allow you to introduce customers to new items and innovations that match their unique needs and style. Building lasting client relationships is at the heart of your role. You'll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations and achieving sales goals. By combining genuine hospitality, strong product knowledge, and a passion for beauty, you'll help every customer leave feeling confident, cared for, and excited to return. How our Beauty Colleagues spend their day... • Our colleagues begin each day energized and ready to make an impact. They wear their name badge with pride, greet teammates with a warm hello, and help ensure the sales floor is clean, organized, and prepared for customers. Before getting started, they review their sales goals, learn about new arrivals and top-selling items, and stay up to date on current trends and promotions - so they're fully informed and ready to engage, educate, and sell with confidence., • On the floor, they focus on the customer - offering a warm welcome, making eye contact, and creating friendly, personal conversations to create customer relationships to bring the customers back., • Throughout the day, they maintain a shoppable space by maintaining the counter and sales floor, refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. .They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name., • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities. Who You Are • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality, • Must be able to:, • Understand and communicate effectively with customers, co-workers, and supervisors, • Read and understand employment policies and safety rules/procedures in English, • Deliver personalized beauty experiences by building relationships with customers, uncovering their needs, demonstrating product application, and educating them on the benefits and use of beauty products., • Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education., • Meeting and surpassing daily sales goals by delivering exceptional service, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands., • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level, • Requires close vision, color vision, depth perception, and focus adjustment Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: • Merchandise discounts, • Performance-based incentives, • Annual merit review About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This job description is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. BEAUTY00

Job Description Director, Senior Wealth Advisor Location: Phoenix, AZ (In-Office) Job Type: Full-Time Exempt Salary: $149,400 - $224,100/YR Applications should be submitted for consideration no later 05/31/2026. Who We're Looking For You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You're energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you. About the Role The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team. What You'll Do • Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business., • Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans., • Prepare and present proposals that showcase First Western's fiduciary, planning, and investment capabilities., • Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication., • Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices., • Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance. What You Bring • Bachelor's degree in Business, Finance, or a related field required; Master's degree preferred., • 10–15 years of experience in wealth management, including comprehensive financial planning., • 5–7 years of management experience., • CFP certification required within 18 months., • Proven success in business development, prospecting, and relationship growth., • Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy., • Strong leadership, coaching, and mentoring capabilities., • High emotional intelligence, integrity, and professionalism., • Exceptional communication skills with the ability to simplify complex financial concepts., • Deep understanding of financial planning tools, workflows, and client experience design., • Ability to influence across teams and lead effectively through change. What We Offer • Competitive base salary: $149,400 - $224,100/YR, plus strong bonus potential., • 401(k) plan with employer match., • Paid parking and transportation benefits., • Comprehensive health and wellness benefits, including:, • Health savings accounts (HSA), • Flexible spending accounts (FSA), • Medical, dental, and vision coverage, • Generous paid time off and bank holidays., • Access to training and professional development programs., • Sponsorship and support for obtaining professional certifications., • A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless. We expect our people to: • Demand and reward excellence., • Take action and responsibility., • Collaborate, communicate openly, and give/receive feedback with trust. Learn more at myfw.com or email . Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact . Region B Pay Range Pay Range$149,400—$224,100 USD

Job Description Senior Civil Project Engineer – Land Development Role Overview: We’re seeking an experienced Senior Civil Project Engineer with a strong background in land development to join our team. In this role, you’ll take ownership of technical design and quality assurance while mentoring junior engineers and supporting project delivery. Key Responsibilities: • Act as a technical resource and advisor in areas such as site design, grading, drainage, report preparation, and due diligence studies., • Leverage AutoCAD Civil 3D to review, design, and deliver high-quality project plans that meet company standards and deadlines., • Provide guidance and mentorship to junior team members, assisting with technical problem-solving and project execution., • Perform QA/QC reviews on deliverables to ensure accuracy and compliance with engineering requirements., • Review, sign, and seal engineering documents in line with professional standards., • Analyze survey information, including ALTA surveys, easements, legal descriptions, and condominium documents, to assess existing conditions and development considerations., • Incorporate feedback from agencies, municipalities, and clients into plan revisions., • Maintain clear communication with Project Managers and Team Leads regarding workload, deadlines, and progress toward utilization goals., • Contribute to meeting the team’s financial and project performance objectives. Requirements Qualifications: • Bachelor’s degree in Civil Engineering, • Professional Engineer (PE) license required Compensation: • Salary range: $110,000 – $170,000 USD, • Annual and spot bonus opportunities, • Work/Life Balance: Generous PTO, paid parental leave, flexible work schedules, and tenure-based travel awards, • Career Growth & Rewards: Tuition assistance, student loan repayment (up to $25K), licensing/certification reimbursement, and referral bonuses up to $5,000, • Health & Wellness: Comprehensive medical, dental, and vision coverage, IVF/family planning support, pet insurance, annual wellness reimbursement, and dependent care match, • Security & Support: Employer-paid life insurance, STD/LTD, supplemental benefits (accident, hospitalization, critical illness), and Member Assistance Program with counseling, legal, and financial resources

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

Job DescriptionAbout Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners. We pride ourselves on a culture of integrity, specialized expertise, and a commitment to helping our clients achieve long-term financial independence through personalized service. The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. This mid-level position offers the autonomy to manage a diverse portfolio while leveraging our firm's extensive resources to drive growth and enhance client retention. Job Responsibilities: • Develop and implement comprehensive financial plans tailored to clients' specific life goals, risk tolerance, and time horizons., • Conduct regular portfolio reviews and proactive client consultations to adjust strategies based on changing market conditions or life events., • Actively prospect and network to identify high-net-worth individuals and corporate clients to expand the firm’s book of business., • Collaborate with internal specialists in tax, estate, and insurance planning to provide a truly holistic wealth management experience., • Maintain rigorous compliance with all industry regulations and firm policies to ensure the highest standards of ethical practice.Desired Qualifications:, • Bachelor’s degree in Finance, Economics, Business Administration, or a related field., • Minimum of 3–5 years of successful experience in financial advisory or wealth management services., • Active FINRA Series 7 and Series 66 (or 63 and 65) licenses., • Proven track record of meeting production goals and maintaining long-term client relationships., • Exceptional communication and presentation skills with the ability to explain complex concepts simply.Nice-to-Haves:, • Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA) designation., • Active Life, Accident, and Health Insurance licenses., • Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar., • An existing transferable book of business or a strong local professional network., • Advanced degree, such as an MBA or a Master’s in Finance. #LI-GF1

Job Description Who We Are GPS Insight offers leading technology for organizations that have drivers and technicians in the field, fleets of vehicles, trailers, and other mobile assets. We provide innovative fleet solutions that include vehicle and asset tracking, in-cab smart cameras, field service software, and compliance management. We know that when you invest in high-performance technology, you achieve results and maximize your return. We feel the same way about our people at GPS Insight. They are what allow us to build world-class solutions that make us leaders in the fleet and field service management space. They are what enable our customers' success. They are our greatest asset. As a result, we take pride in a workplace committed to those who make us go. Our commitment to growth enables us to push the telematics and field service operations industries forward. It's rooted in our products, embedded in our culture, and reflected in our team-first values. We're looking for the right people to jump onboard with us. Are you ready to take the ride? What We Need Ready to make an impact where numbers meet innovation? As our Accounting Manager, you won't just "close the books"-you'll shape how the business runs. You'll lead the month-end close with precision, strengthen internal controls, and partner with leaders across the company to turn data into smart decisions. This is a high-visibility role where you'll be a trusted advisor, process builder, and mentor/helping grow and develop talent while ensuring financial excellence. You'll work side-by-side with our award-winning Global Corporate Controller, gaining exposure to private-equity backed growth strategies and positioning yourself for career advancement in a dynamic SaaS and field technology company. Join us if you're excited to roll up your sleeves, build something lasting, and make your mark on a company that's moving industries forward. What You'll lead Close & Reporting • Own the month‑end close end‑to‑end; prepare and review journal entries, accruals, and consolidations, • Deliver accurate financials with sharp fluctuation analysis and compelling narratives for leadership, • Coordinate annual audit, build PBC lists, draft technical memos, and resolve findings, • Strengthen policies and internal controls; ensure US GAAP rigor with SaaS/ASC 606 focus, • Own a rolling 13‑week cash forecast (weekly refresh) with base/upside/downside scenarios, • Manage Treasury operations including daily cash positioning, bank account rationalization, user-entitlement, • Uplevel the team through coaching; run weekly 1:1s, set clear goals, and give timely, specific feedback, • Build capability; create learning paths, lunch‑and‑learns (ASC 606, NetSuite power‑tips), and SOP playbooks so the team scales without heroics, • Drive tooling and process improvements across NetSuite and adjacent systems (e.g., close management, reconciliations, AP automation, reporting), • Experience: 4–10 years progressive accounting experience; public/private mix preferred; SaaS exposure a plus, • Technical: Strong US GAAP (esp. ASC 606), analytical depth, and Excel chops, • Systems: NetSuite required; plus any of (BlackLine/FloQast/Workiva), AP automation (Tipalti/Coupa), tax (Avalara), CRM/BI (Salesforce, Power BI/Looker) is a plus, • Leadership & Mentorship: Passionate about teaching and developing accountants; clear communicator who sets crisp standards, builds training plans and review rhythms, and develops people-while staying calm and accountable under pressure, • Hybrid rhythm: In‑office Monday–Thursday at our North Scottsdale HQ; Friday flexible, • Pace & partnership: Fast pace, rapid growth, collaborative with high accountability; we value builders who make things simpler, faster, safer, • Health benefit plans to suit your needs (Health, Vision, Dental), • 401(k) retirement plan with company contribution, • Various other benefits to choose from (EAP, FSA, HSA, Life, STD, etc.), • Flexibility to be present for both work and personal life, • Time off includes self-managed PTO, 9 Company Paid Holidays, Quarterly GPSI Cares Days, • Company sponsored refreshments, snacks and periodic lunches, • Cross team collaboration where we have each other's back

Job Description ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 95 employees. The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Senior Tax Associate will join a growing Tax Services Department launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in Newport Beach, CA or Phoenix, AZ. The Tax Department is intentionally structured to deliver a low-volume, high-touch client experience. Team members are expected to provide technically sound compliance work and support proactive tax planning for high-net-worth individuals and Family Office clients. There is no expectation for business development or client acquisition. The Senior Tax Associate will work closely with Tax Managers, the Tax Director, and Private Wealth Advisors to support integrated tax and wealth planning. The role includes participation in client planning meetings alongside senior team members and exposure to advisory discussions, with the objective of developing strong client-facing and consultative skills over time. The role reports to a Tax Manager or Tax Directors and offers a clear path for professional growth. RESPONSIBILITIES Client Service & Advisory • Prepare and support the review of a broad range of tax returns, including but not limited to: Forms 1040, 1041, 709, 1065, 1120S, 1120, • Ensure accurate, complete, and timely preparation of federal and multi state tax filings, • Identify issues, missing information, and potential planning opportunities during return preparation, • Support client relationships by assisting with tax questions and follow up items under the guidance of management, • Participate in client meetings and planning discussions alongside Tax Managers and Advisors, • Conduct research on federal and state tax issues and prepare summaries or draft analyses for review by senior team members, • Develop a working knowledge of tax planning concepts relevant to high net worth individuals, trusts, and pass through entities, • Collaborate with tax team members to ensure consistent documentation and workpaper standards, • Assist with workflow management and engagement execution during peak periods, • Contribute positively to team culture through reliability, organization, and willingness to learn QUALIFICATIONS • Minimum 2-4 years of experience in public accounting or comparable environment, • CPA or CPA track strongly preferred, • Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field, • Working knowledge of: Individual taxation, S corporations, Partnerships, and Trusts and estates, • Experience serving high-net-worth individuals and multi-entity family structures, • Strong attention to detail with effective time management and prioritization skills, • Experience with CCH Axcess and CCH Workflow; BNA Tax Planner, • Proficiency in Microsoft Office (Word, Excel, PowerPoint) CONSIDERATION • Salary commensurate with experience, • Full benefits package including medical, dental, vision, and disability, • 401(k) plan with TBG contribution of 3% of compensation, • Discretionary annual bonus

Job Description Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the Mississippi. This collaboration represents a unique and dynamic partnership between two trusted industries—financial planning and investment management paired with top-tier CPA and tax services. Together, we will continue to provide comprehensive, client-focused solutions, leveraging the strengths of both organizations to serve our shared clientele with excellence and innovation. As part of this expansion, we are seeking talented professionals who are passionate about delivering holistic financial solutions. Joining our team means being part of a mission-driven organization that values collaboration, growth, and the opportunity to work closely with both wealth management and CPA professionals to help clients achieve their financial goals. Summary of the position We are seeking a Wealth Advisor with 5+ years of client facing comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Phoenix, AZ. The ideal candidate will have extensive experience building comprehensive financial plans, either individually or as part of a team, and executing on all aspects of a client’s plan. This position requires a high level of technical ability, attention to detail, teamwork, and follow-through. Responsibilities • Manage the day-to-day aspects of client engagements as a member of a team., • Identify and recommend appropriate asset management, financial and estate planning advice to deliver a great client experience., • Proactively maintain client relationships through excellent client service., • Assist with or lead in the collection of financial planning data from prospective clients., • Assist or lead in the creation of asset management reports to be delivered to clients (the advisor may play a lead or support role in delivering these reports)., • Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications., • Serve as a primary point of contact for client relationships., • Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner., • Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence, • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials., • Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed., • Complete client meeting notes and follow up tasks as required., • Coordinate the execution of trade orders with the Asset Management Department (AMD), • Develop a deeper technical expertise in general financial knowledge., • Identify additional planning or asset management opportunities in existing client relationships.Required Skills/Experience, • Bachelor’s degree required in finance, accounting, economics or related field., • One or more professional credentials such as CFP, CPA ( tax focus), CFA, JD (with business, tax, and estate planning focus), • Active Series 7 & 66 or Series 65., • Technical knowledge of all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management., • Previous experience working with financial planning software and planning deliverables., • Competence using Microsoft Office applications and Client Relationship Management system such as Salesforce., • Experience with eMoney required. Preferred Skills/Experience, • Experience with Holistiplan planning software., • Familiarity with the Fidelity and Schwab investment platforms.Competencies, • Tech-forward thinking with an aptitude and desire to leverage technology to improve efficiency and client service., • Excellent written and verbal communication skills., • Customer service-oriented with a client-first mentality., • Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines.

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 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., • 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 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., • 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., • Serve as a clinical expert in client-facing discussions., • Communicate clinical strategy, performance, and improvement plans to internal and external stakeholders., • 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., • Minimum of ten years of experience as a practicing physician., • Must have strong background in treating musculoskeletal conditions and care delivery., • 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., • 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., • 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., • Normal office environment., • Requires sitting and standing associated with a normal office environment., • Some bending and stretching are required.

Job DescriptionRedefine the future of customer experiences. One conversation at a time. At Nextiva, we're reimagining how businesses connect, bringing together customer experience and team collaboration on a single, conversation centric platform. Powered by AI, driven by human innovation. Our culture is forward thinking, customer obsessed and built on the belief that meaningful connections drive better business outcomes. Whether it's through our signature Amazing Service®, the technology we create, or the experiences we cultivate, connection is at the core of who we are. If you're ready to collaborate with incredible people, make an impact, and help businesses everywhere deliver truly amazing experiences, this is where you belong. How You'll Make an Impact: As a Commercial / SB Account Executive at Nextiva, you're at the heart of empowering entrepreneurs and small businesses with 20 employees or less, helping them build amazing relationships with their customers, simplify operations, and unlock real growth. Through Nextiva's game-changing Unified-CXM platform, you'll deliver personalized, AI-powered experiences across voice, video, collaboration, SMS, and surveys, creating lasting customer impact every day. What You'll Do: • Crush Your Goals: Maintain disciplined, high-energy outbound activity to fill your pipeline and consistently achieve or exceed your monthly and quarterly quotas., • Master Discovery: Lead engaging, high-quality discovery conversations to uncover customer goals, pain points, and desired business outcomes, becoming a trusted advisor right from the start., • Create Urgency & Momentum: Clearly communicate Nextiva's value, driving urgency and excitement around solutions that help customers grow revenue, improve customer satisfaction, and streamline operations., • Own the Process: Manage deals proactively, swiftly moving opportunities forward by setting clear next steps, timelines, and expectations., • Bring Your Best Demos: Deliver compelling, outcome-focused product demos tailored to each customer, showcasing how Nextiva's solutions will transform their business., • Embrace Operational Excellence: Keep your pipeline and Salesforce documentation spotless, enabling accurate forecasting and proactive decision-making., • Leverage Cutting-Edge AI: Regularly use powerful AI tools (ChatGPT, Nextiva's internal resources) to sharpen your pitch, refine your discovery, overcome objections, and accelerate your sales cycle., • Stay Curious & Creative: Constantly experiment with new AI-powered tools and techniques to enhance your productivity, customer engagement, and selling effectiveness. What You'll Bring: • High-Energy Mindset: 2+ years of proven inside sales success in a fast-paced, high-activity environment., • Industry Knowledge (preferred): 1+ years selling UCaaS, CCaaS, SaaS, PaaS, or similar tech solutions., • Pipeline Powerhouse: Proven success managing pipelines in Salesforce CRM with meticulous attention to detail and accuracy., • Consultative Confidence: Skilled in consultative selling and discovery, aligning Nextiva solutions directly to measurable customer outcomes., • Proactive Deal Driver: Demonstrated ability to create urgency, maintain momentum, and rapidly progress deals to close., • AI Enthusiasm: Curiosity and excitement in using AI tools (such as ChatGPT) to level up your sales prep, pitch, and performance., • Operational Rigor: Commitment to disciplined documentation and rigorous operational execution. Why Nextiva? • Impact: Join a leader trusted by over a million users, orchestrating amazing customer journeys and driving powerful business outcomes., • Innovation: Sell transformative AI-driven solutions that help customers deliver unforgettable experiences, increase efficiency, and boost employee engagement. Nextiva's most successful team members share common traits and behaviors: • Drives Results: Action-oriented with a passion for solving problems. They bring clarity and simplicity to ambiguous situations, challenge the status quo, and ask what can be done differently. They lead and drive change, celebrating success to build more success., • Critical Thinker: Understands the "why" and identifies key drivers, learning from the past. They are fact-based and data-driven, forward-thinking, and see problems a few steps ahead. They provide options, recommendations, and actions, understanding risks and dependencies. Our Total Rewards offerings are designed to allow Nexties to take care of themselves and their families so they can be their best, in and out of the office. Our compensation packages are tailored to each role and candidate's qualifications. We consider a wide range of factors, including skills, experience, training, and certifications, when determining compensation. We aim to offer competitive salaries or wages that reflect the value you bring to our team. Depending on the position, compensation may include base salary and/or hourly wages, incentives, or bonuses. • Health 🍏 - Multiple health plan options to suit your needs, including medical, dental, vision, and telemedicine coverage, • Insurance 💼 - Life, disability, and supplemental indemnity plans, • Work-Life Balance ⚖️ - Flexible Time Off (FTO) for salaried employees, PTO for hourly employees, Paid Sick Time (PST), paid parental bonding leave, and paid holidays, • Financial Security 💰 - 401(k) with company match, Health Savings Accounts with company contributions, Dependent Care FSA, • Wellness 🤸️‍ - Employee Assistance Program and comprehensive wellness initiatives Nextiva is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Nextiva participates in the E-Verify Program where and as required by law. For additional information about E-Verify visit USCIS. #LI-SP1 #LI-ONSITE Founded in 2008, Nextiva has grown into a global leader trusted by over 100,000 businesses and 1M+ users worldwide. Headquartered in Scottsdale, Arizona, and with teams across the globe, we're the future of customer experience and team collaboration through our AI-powered, conversation-centric platform. Want to see what life at Nextiva is all about? Connect with us on Instagram, Instagram MX, YouTube, LinkedIn, and the Nextiva Blog.

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 Loan Originator or 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! Work from home/hybrid: We are proudly offering hybrid in the Phoenix, AZ metro market. What you’ll do: • Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility, • Advise and educate clients on the Lendage mortgage products and the application process, • Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval, • Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process, • Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process, • You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledgeQualifications What you'll bring: • Current AZ resident - role must reside in AZ, • Active NMLS (or able to be reactivated), • Have passed the SAFE exam, • 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 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 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 Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner will include: • Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis., • Work with the sales team and advisors to collect documents from clients to prepare the financial plan., • Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients., • Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related), • Has begun CFP® coursework, • At least 1 year of financial industry related experience preferred, • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred., • Excellent verbal, written, analytical and organizational skills, • Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Candidate must have customer service orientation, be coachable, and be eager to learn., • Must be highly flexible and confidential with all matters Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $68,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description SG Wealth Managers | Scottsdale, AZ | Full-Time, In-Person About SG Wealth Managers SG Wealth Managers is a fiduciary, fee-based Registered Investment Adviser based in Scottsdale, Arizona. We're a state-registered RIA (Arizona Department of Securities) serving clients across Arizona, Michigan, and Texas, with assets custodied at Charles Schwab. We're small enough that every team member shapes the firm and large enough to do meaningful work for the families and individuals who trust us with their financial lives. We were founded by two partners who built this practice around one idea: that real wealth management is built on relationships, not transactions. We're looking for someone who sees client service the same way. The Role We're hiring a combined Client Service Associate / Financial Advisor Assistant to be the operational backbone of the firm. This is a hybrid role — roughly 60% client service operations and 40% advisor support — for someone who wants real ownership of the day-to-day rhythm of an advisory practice. You'll be the first point of contact for our clients, the right hand to our advisors, and the keeper of our processes in Salesforce Financial Services Cloud. This isn't a back-office seat tucked away from clients — you'll know every client by name and they'll know yours. What You'll Do Client Service & Operations • Serve as the primary point of contact for client requests: account maintenance, money movement, distributions, RMDs, beneficiary changes, and account updates, • Process new account openings, ACATs, and account changes through Schwab Advisor Center, • Manage client onboarding end-to-end, from engagement letter to fully funded accounts, • Coordinate calendars, meeting logistics, and Calendly scheduling for the advisory team, • Prepare meeting agendas, performance reports, and planning materials ahead of client reviews, • Pull data, run reports, and assist with financial plan updates in eMoney or RightCapital, • Document meeting notes and execute post-meeting follow-up tasks in Salesforce, • Support trade execution and rebalancing workflows under advisor direction, • Help maintain compliance documentation and client file integrity to state-registered RIA standards, • Contribute to process improvement and workflow optimization across the team Required • 3–5 years of experience in a wealth management, RIA, broker-dealer, or financial services support role, • Series 65 license — or one of the following accepted equivalents:, • Series 7 + Series 66 combination, • Willingness to obtain the Series 65 within 30 days of hire, • Working knowledge of a financial services CRM (Salesforce Financial Services Cloud strongly preferred; Redtail, Wealthbox, or similar acceptable), • Strong written and verbal communication skills with a polished, professional client presence, • Detail-obsessed with rigorous follow-through, • Hands-on experience with Charles Schwab Advisor Center / Schwab Alliance, • Direct experience with Salesforce Financial Services Cloud, • eMoney or RightCapital financial planning software experience, • Familiarity with Microsoft 365 (Outlook, Teams, OneDrive, Excel), • Base salary: $65,000 – $75,000, commensurate with experience and licensing, • 100% employer-paid medical insurance, • 4% 401(k) employer match, • Paid time off and federal holidays, • A direct seat at the table — your work is visible to and matters to the partners, • A clear growth path: this role can develop into Senior Client Service Lead, Operations Manager, or Associate Advisor depending on your interests and trajectory Send your resume and a short note about why this role interests you to . Optional but appreciated: tell us about a process or workflow you improved at a previous firm. SG Wealth Managers is an equal opportunity employer. We're committed to building a team that reflects the diversity of the clients we serve.

Job Description Ready to step into a new opportunity that values your expertise? • Say goodbye to grueling 12-hour days and 6-day work weeks., • Improve your work/life balance with a 40-hour, Monday-Friday work week. Apply if you have the needed mechanical experience, are customer service oriented, can proactively solicit and analyze information, can effectively negotiate, are comfortable making decisions and are able to document information quickly and accurately while typing at least 30 wpm - you must be comfortable working at a fast pace, receiving phone calls from service advisors and/or customers all while making decisions and entering information into the claims application. Our comprehensive compensation and benefit package includes: • Competitive annual pay: Starting at $45,000 with eligibility for annual bonus, • Comprehensive onboarding and training program: Promoting strong relationships and position new team members to be successful in their role, • Medical, Dental, Vision: Ensuring health and wellness, • Flexible Spending Accounts: Providing financial flexibility, • 401(k) Plan, Paid Time Off: Fostering financial security and work-life balance, • Tuition Reimbursement: Investing in continuous learning, • Employee Assistance Program, Parental Leave, Life Insurance, Short- and Long-Term Disability Plans: Offering support and protection At CNA National, our mission centers around prioritizing our customers, placing them at the heart of every endeavor. We are committed to earning their trust, delivering on promises, and showcasing the expertise of each team member. Our organizational culture thrives on challenge and engagement, providing abundant opportunities for employees to learn, grow, and feel a profound sense of significance within our dynamic workplace.

Job Description ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 95 employees. The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Tax Manager will join a growing Tax Services Department launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in Newport Beach, CA or Phoenix, AZ. The Tax Department is intentionally structured to deliver a low volume, high touch client experience. Professionals are expected to provide proactive planning, thoughtful advisory services, and technically sound compliance work for high-net-worth individuals and Family Office clients. The Tax Manager will work closely with Private Wealth Advisors in a highly collaborative environment, regularly participating in wealth and tax planning meetings to support integrated client advice. From time to time, the role may also involve participation in prospect meetings alongside advisors, as appropriate. The Tax Manager is expected to serve as a trusted tax advisory resource across the firm and will be relied upon by both clients and advisors for thoughtful tax planning and consulting support. The role reports directly to the Tax Director and offers a clear path for increased responsibility as the Tax Department continues to scale. RESPONSIBILITIES Client Service & Advisory • Provide tax planning, compliance, and advisory services to high-net-worth individuals, Family Office clients, and closely held business entities, • Act as the primary day-to-day tax contact for assigned client relationships, • Participate in client meetings to address tax matters, explain planning strategies, and respond to tax-related inquiries, • Review and file a wide range of tax returns, including but not limited to: Forms 1040, 1041, 709, 1065, 1120S, 1120, • Ensure accuracy, completeness, and timely filing across federal and multi-state jurisdictions, • May serve as a tax return signer upon approval by the Tax Director, • Research complex federal and state tax issues and prepare clear, well-documented analyses and recommendations, • Assist in the design and implementation of tax planning strategies under the direction of senior tax leadership, • Provide guidance and mentoring to junior tax staff on tax engagements and best practices, • Contribute to improvements in workflows, documentation standards, and the overall client experience, • Continue developing technical expertise through ongoing learning and exposure to complex tax matters QUALIFICATIONS • Minimum 5 years of experience in public accounting or an RIA-based tax environment, • Prior experience as a Senior Associate / Senior Accountant or Tax Manager required, • Designations: Active CPA or JD strongly preferred, minimum EA required, • Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field, • Strong working knowledge of: Individual taxation, S corporations, Partnerships, and Trusts and estates, • Experience serving high-net-worth individuals and multi-entity family structures, • Detail-oriented with strong organizational, time management, and prioritization skills, • Experience with CCH Axcess and CCH Workflow; BNA Tax Planner, • Proficiency in Microsoft Office (Word, Excel, PowerPoint) CONSIDERATION • Salary commensurate with experience, • Full benefits package including medical, dental, vision, and disability, • 401(k) plan with TBG contribution of 3% of compensation, • Discretionary annual bonus

Job DescriptionATLAS Navigators, LLC is a regional firm providing an array of professional services for individuals and small to medium-sized businesses, including tax, accounting, payroll, business valuation, financial planning, wealth management, risk management, and insurance. We value our client relationships and are dedicated to your financial future. ATLAS offers proven solutions, business expertise, and tax experience to help owners create value in their businesses, allowing them to focus on their vision and growth. We operate in 27 locations across 8 states in the USA and have an international presence, including a dedicated office in India. As we continue to expand our footprint and strengthen our client partnerships, we are seeking a dynamic Chief Operating Officer (COO) to help lead our next phase of growth. Overview This is a full-time, on-site executive role. As a key member of the ATLAS leadership team, the Chief Operating Officer (COO) will oversee daily operations, implement strategic initiatives, and drive organizational performance. The COO will collaborate closely with senior leadership to align business operations with the firm’s mission of serving clients with excellence. This role requires a results-driven leader who can enhance efficiency, strengthen cross-departmental collaboration, and foster a culture rooted in accountability, integrity, and service. This is an exceptional opportunity for a seasoned executive to join a respected, forward-thinking firm during a pivotal period of growth. If you are a visionary leader who combines financial expertise with operational excellence and a passion for guiding people and processes toward shared success, we invite you to apply and help shape the future of ATLAS Navigators, LLC. Major Responsibilities • Drive location accountability to specific goals and key performance indicators., • Assist with all aspects of the Finance and Accounting functions, including reporting, budgeting, forecasting, and cash flow optimization., • Drive strategic planning, investment evaluation, and M&A initiatives that align with firm objectives., • Maintain compliance with tax, audit, and regulatory standards while identifying opportunities for process improvement and risk reduction., • Partner with the Managing Partner and Executive Team to guide growth strategies, performance goals, and profitability targets (gross margin, net income, and EBITDA)., • Inspire, mentor, and develop the Finance team, fostering a culture of excellence, collaboration, and accountability., • Establish and maintain key financial metrics and performance dashboards for Executive review, • Deliver insightful financial analysis and recommendations to support data-driven strategic decisions., • Oversee financial stability by managing accounts, negotiating terms, and maintaining optimal credit relationships., • Design and strengthen internal controls and monitoring systems to protect company assets., • Contribute subject matter expertise to pricing, bids, and rate strategies., • Implement robust operational frameworks, administrative procedures, and performance systems to meet and exceed firm objectives., • Drive firm performance by enhancing revenue, improving efficiency, and ensuring exceptional client service., • Act as a strategic advisor to senior leadership on operational and business initiatives., • Build and maintain trusted relationships with stakeholders at the city, state, and regional levels to advance firm growth and visibility., • Travel up to 50% to firm offices, client sites, and regional events to support strategic initiatives, strengthen partnerships, and ensure alignment with organizational goals.Knowledge, Skills, and Abilities, • Proven executive leadership experience with a demonstrated ability to drive profitability, efficiency, and organizational growth., • Expertise in financial strategy, planning, and compliance across federal, state, and local jurisdictions., • Strong command of financial reporting, performance measurement, and capital management., • Exceptional leadership and interpersonal communication skills, with the ability to inspire and influence teams at every level., • Proficiency in CCH Access, Microsoft Office Suite, and modern accounting technologies., • Skilled negotiator and problem-solver who thrives in a collaborative, fast-paced environment., • High integrity, sound judgment, and a results-oriented mindset with a commitment to excellence., • Outstanding organizational, time management, and presentation abilities.EDUCATION AND EXPERIENCE, • Bachelor’s degree in Business Administration, Accounting, or Finance, • CPA preferred, but not required., • 3–5 years of relevant experience in a similar tax/accounting role is preferred.BENEFITS:, • Medical, Dental, and Vision, • GAP Benefits, • Supplemental Benefits, • Life and AD&D Insurance, • Short- & Long-Term Disability Plans, • 401k with Company Matching, • Bonus Structure, • Flexible PTO with sick time, • Incentive Program, • Development Program WORKING CONDITIONS Must be able to operate a variety of machines and equipment, including a computer, office equipment, telephone, etc. Tasks may require extended periods at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. EQUAL OPPORTUNITY STATEMENT ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know. #LI-Onsite Texting Privacy Policy and Information: • Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling., • No mobile information will be shared with third parties/affiliates for marketing/promotional purposes., • Message frequency will vary depending on the application process., • Msg & data rates may apply. yn3HT6RwHq

Job Description Alternate titles: Senior Financial Advisor Arizona · Wealth Advisor Phoenix Tucson · Financial Planner AZ Location: Phoenix, AZ · Tucson, AZ · Scottsdale, AZ · Mesa, AZ · Chandler, AZ · Gilbert, AZ · Flagstaff, AZ · Lake Havasu City, AZ · Prescott, AZ · Yuma, AZ · Sierra Vista, AZ Employment Type: W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). NLG issues the Form W-2 and checks Box 13. Social Security and Medicare (FICA) taxes are withheld from commission payments, with the employer matching share paid by NLG. Federal income tax is typically not withheld (paid via quarterly estimated tax). Income and business expenses are reported on IRS Schedule C — advisors retain the ability to deduct ordinary and necessary business expenses directly against commission income. WealthBridge Financial Group is the General Agency under which advisors are affiliated, providing infrastructure, training, override compensation, and access to the agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). Compensation is entirely commission-based with no guaranteed base salary; advisors retain 100% ownership of their book of business.) About WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning. We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. The Opportunity: Arizona captive and semi-captive firms operate on compensation structures and product shelves that haven't kept pace with the industry. We're a growing independent practice with a direct path for experienced Arizona professionals to move their book, retain 100% portability, and add a team-override compensation layer. We are selective. We respect any contractual obligations you have to your current firm. Decisions within 14 21 days after completion of your legal review. End-to-end contract-to-first-production timeline typically 30–45 days, reflecting FINRA Form U5 release from your prior firm and background-check processing. How WealthBridge compares to AZ alternatives: • vs. Northwestern Mutual Phoenix / New York Life Tucson / other captive firms: Full book portability, open product shelf, higher-tier compensation structure., • vs. Edward Jones / LPL / Commonwealth (independent B-D): Direct NLG appointment access at higher-tier compensation, plus Premium Finance infrastructure., • vs. local RIA (fee-only): Insurance and annuity market access, multi-carrier product shelf, and advisory through ESI. What you gain: • Industry-leading, production-tiered compensation., • 100% book portability., • Team override on First-Year Commissions (FYC)., • NLG (A+), plus multi-carrier open architecture for product fit., • Transition bonus negotiated case-by-case., • Advanced Markets, Premium Finance, Planning & Design., • Clear Managing Director path., • Multi-state reciprocity — your AZ resident license extends by non-resident reciprocity to CA, CO, NV, NM, TX, and beyond as your clients and snowbird relationships evolve. Representative scenarios for discussion during Discovery: • Solo producer: compensation positioned at the industry-leading payout tier based on your annual production., • Producer with a developed team: personal compensation layered with FYC-based override income on team production., • Producer building toward Managing Director: personal compensation, FYC-based team override, and the additional MD compensation layer. Specific figures are reviewed with candidates based on individual book size, product mix, persistency, and contract terms. Industry compensation reference: Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210. Arizona state-level estimates are available at bls.gov/oes; Arizona earnings for this occupation typically fall near the national distribution. New advisors begin in the lower portion of the range during licensing and ramp (months 1–12) and scale as activity, persistency, and book development compound. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024. WealthBridge firm-wide good-faith earnings estimate (commission-based, 1099): WealthBridge Financial Group's currently-live New York entry-level Workable posting discloses a good-faith range of $80,000 to $115,000 yearly for first-year new associates. This is the firm's pay-transparency disclosure for new associates; it represents an earnings estimate (not a salary) for commission-based 1099 broker affiliated production. New advisors typically begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale up as activity, persistency, and book development compound. As 1099 independent contractors, new associates are responsible for their own health insurance, retirement savings, and self-employment taxes; WealthBridge provides the carrier platform, training, mentorship, and required-license sponsorship. How to apply: Apply through this post or schedule up to a 1-hour conversation with the regional Managing Director's scheduling link. Direct scheduling link: Every application receives a response within 5 business days. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc. This is a W-2 Statutory Employee of National Life Group opportunity (Internal Revenue Code §3121(d)(3) (B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 checked). Compensation is entirely commission-based with no guaranteed base salary. FICA is withheld from commission payments by National Life Group with the employer-matching share paid by NLG; income and business expenses are reported on Schedule C. WealthBridge Financial Group serves as the General Agency, and affiliated advisors have access to the WealthBridge agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). Actual earnings depend on production, persistency, market conditions, and contract terms. Any compensation references are illustrative and not guarantees of future earnings. WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA. Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history. People. Impact. Outcome. · wealthbridgefg.com Requirements • Active Arizona Life & Health insurance license., • Series 6/7 + 63/66 preferred., • 3+ years of financial services or insurance experience, or equivalent production track record., • Established Arizona client relationships and production history., • Entrepreneurial mindset., • No binding non-solicitation, or clear timeline for expiration., • Ready to decide within 14–21 days after legal review. WealthBridge platform support for associates: • Training allowance and performance-based incentives., • Sponsorship for required licenses and continuous training., • Flexible schedule with strong work-life balance., • Industry-leading, production-tiered compensation structure with transparent tier progression., • 4-week intensive joint-field training with leadership., • 100% book portability from day one. Access to NLG (A+) and a broad multi-carrier shelf for product fit., • Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department. Team override on First-Year Commissions (FYC) as you develop junior advisors., • Clear Associate → Senior Associate → Managing Director career path.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • CFP or CFA, • Superior relationship management and client retention experience We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description About Trajan Wealth Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA), Estate Planning, and Tax Services firm dedicated to providing clients with integrated and personalized financial strategies. Through Trajan Tax, we offer clients comprehensive planning that goes beyond investments to include proactive tax strategies designed to maximize efficiency and protect wealth. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. Role Overview We are seeking a licensed CPA to deliver client-focused tax planning services. This role blends technical tax expertise with consultative client interaction, helping individuals and business owners understand their tax situation, onboarding them smoothly, and delivering accurate, strategic tax preparation services. This is an exciting opportunity to shape and expand Trajan Tax Services as a core part of our holistic wealth management offering. This position would be working onsite at our Scottsdale corporate headquarters. Duties and responsibilities • Conduct intake calls with clients to assess needs, complexity, and fit, • Review financial and tax documentation to identify potential planning opportunities, • Explain services, processes, timelines, and engagement scope in a clear, client-friendly manner, • Identify tax planning, compliance, or advisory needs beyond basic preparation, • Support proposal development and scope definition for new engagements, • Prepare and review federal and state tax returns for individuals, businesses, and trusts (as applicable), • Handle more complex tax scenarios including multi-entity, investment, and high-net-worth situations, • Ensure compliance with current tax laws and regulations, • Identify proactive tax-saving strategies and planning opportunities, • Communicate directly with clients regarding tax questions and required documentation, • Bachelors degree in Accounting or Finance or related field, • Licensed CPA, • 5+ year of progressive tax experience, • Experience with individual and business returns, • Ability to explain tax concepts clearly to non-technical clients, • Ability to work independently and manage multiple assignments in a fast-paced environment, • Strong customer service focus, • Excellent verbal and written communication skills, • Strong organizational skills required; multi-tasker, • Strong analytical, research and critical thinking skills as well as decision-making skills Benefits • Competitive compensation - $120k to $185k base salary plus bonus, • Future career growth opportunity., • 401(k) with a matching contribution up to 13%., • United Healthcare PPO medical coverage for employees, paid by the company., • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options., • Generous holidays and PTO., • Future career growth opportunity. Come and join a team that is making a difference in their clients and employee's lives!

Job DescriptionBenefits: • 401(k), • Health insurance, • Paid time off, • Competitive salary The Wealth Advisor Position: This role is perfect for an early-career Certified Financial Planner (CFP) who has some experience in the industry but is looking for the right long-term place to grow their career. As a Wealth Advisor at ARQ, you will serve as the primary point of contact for your clients while working closely with our support staff and executive team to deliver comprehensive financial planning solutions. We are looking for someone who is service oriented first. At ARQ, youll have the opportunity to build your career at a firm that values your growth, both professionally and financially. What Makes ARQ Unique: • Team-Based Culture: Advisors collaborate on cases, share insights, and are supported by a dedicated team of client service associates and partners., • Growth Potential: We offer a clear career path, mentorship opportunities, and the chance to grow your earnings through incentives for bringing in new business and growing share-of-wallet with existing clients., • Boutique Service Model: Unlike firms where advisors manage 300-400 clients, we limit the number of clients per advisor to ensure a high-touch, personalized service experience. Our firm averages approximately 65 clients per advisor. We want to ensure that our advisors can focus on what they do best building relationships and delivering exceptional financial advice.Responsibilities Include:, • Acting as a fiduciary on behalf of clients, always putting their interests first., • Providing comprehensive financial advice in areas such as investing, tax planning, estate planning, college planning, retirement & income planning, and insurance planning., • Utilizing financial planning and analytic software to deliver tailored solutions., • Preparing for, conducting, and following up on client meetings., • Corresponding with clients via phone, email, and virtual meeting software., • Developing new client relationships with the support of our team.Position Requirements:, • A passion for helping clients achieve their financial goals through the financial planning process., • Exceptional interpersonal skills and a self-assured manner that inspires trust and confidence., • Excellent communication skills, both written and verbal., • A minimum of 3 years of experience in the personal finance industry, working directly with clients to provide financial advice., • Bachelors degree and CFP or ChFC certification., • Proficiency in Microsoft Office applications.Why Join ARQ?, • Competitive Salary & Benefits: We offer a competitive compensation package, including a base salary, incentives for new business development, and rewards for growing and maintaining client relationships., • Career Pathing: Clear opportunities for advancement and professional development., • Mentorship: Access to experienced advisors and partners who are invested in your success., • Work-Life Balance: Our boutique service model ensures you can focus on delivering exceptional service without being overwhelmed by an unmanageable number of clients.If youre a service-minded CFP looking for a place to grow your career, build your earnings potential, and work in a collaborative, team-based environment, wed love to hear from you.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Competitive salary, • Dental insurance, • Health insurance, • Opportunity for advancement The Portfolio Administrator Role We are seeking an experienced, detail-oriented Portfolio Administrator to join our investment operations team. This role sits at the intersection of data integrity, reporting, and trading support, ensuring that all client and advisor data is accurate, consistent, and reliable. This is not a basic ops role. We are looking for someone who understands how portfolio data flows through systems, where it breaks, and how to proactively fix issues before they become client-facing. At ARQ, youll have the opportunity to build your career at a firm that values your growth, both professionally and financially. Responsibilities: Account Administration • Set up and maintain client accounts across custodial platformsData Integrity & Reconciliation, • Audit and maintain portfolio data across systems (Tamarac, CRM, custodians), • Identify and resolve discrepancies (pricing, transactions, cash, performance), • Build proactive checks and reporting controlsSecurity Setup & Classification, • Maintain security master data (asset class, sector, benchmarks), • Ensure consistency across reporting, trading, and performance, • Partner with investment team on proper classificationTrading & Cash Support, • Support traders with cash raises, flows, and rebalancing, • Reconcile trades and monitor cash/settlement activityPerformance & Reporting, • Audit performance and investigate outliers, • Ensure accurate client reporting (including proper TWR vs IRR usage), including the creation of all client reports on a quarterly basis, • Maintain clean, presentation-ready outputsSystems & Process Improvement, • Improve workflows across Tamarac, CRM, and custodians, • Build scalable processes to reduce errors and manual work Experience: • 37+ years in investment operations or portfolio administration, • Strong understanding of portfolio accounting, performance, and data flowsSystems Expertise (Preferred):, • Envestnet/Tamarac experience (or other data management and reporting systems), • PortfolioCenter experience, • Strong Excel and data analysis skills, • High attention to detail; strong problem-solving mindset Education / Credentials (Preferred): • Bachelors degree in Computer Science, Finance or related field, • Professional certifications or interest in pursuing designations is a plusCompensation & Benefits:, • Competitive salary based on experience, • 401(k) with match + profit sharing, • Health, dental, life, and disability insurance, • PTO and occasional WFH flexibility

Job DescriptionRedefine the future of customer experiences. One conversation at a time. At Nextiva, we're reimagining how businesses connect, bringing together customer experience and team collaboration on a single, conversation centric platform. Powered by AI, driven by human innovation. Our culture is forward thinking, customer obsessed and built on the belief that meaningful connections drive better business outcomes. Whether it's through our signature Amazing Service®, the technology we create, or the experiences we cultivate, connection is at the core of who we are. If you're ready to collaborate with incredible people, make an impact, and help businesses everywhere deliver truly amazing experiences, this is where you belong. How You'll Make an Impact: As a Small Business Sales Account Executive at Nextiva, you're at the heart of empowering entrepreneurs and small businesses (< 20 employees), helping them build amazing relationships with their customers, simplify operations, and unlock real growth. Through Nextiva's game-changing Unified-CXM platform, you'll deliver personalized, AI-powered experiences across voice, video, collaboration, SMS, and surveys, creating lasting customer impact every day. What You'll Do: • Crush Your Goals: Maintain disciplined, high-energy outbound activity to fill your pipeline and consistently achieve or exceed your monthly and quarterly quotas., • Master Discovery: Lead engaging, high-quality discovery conversations to uncover customer goals, pain points, and desired business outcomes, becoming a trusted advisor right from the start., • Create Urgency & Momentum: Clearly communicate Nextiva's value, driving urgency and excitement around solutions that help customers grow revenue, improve customer satisfaction, and streamline operations., • Own the Process: Manage deals proactively, swiftly moving opportunities forward by setting clear next steps, timelines, and expectations., • Bring Your Best Demos: Deliver compelling, outcome-focused product demos tailored to each customer, showcasing how Nextiva's solutions will transform their business., • Embrace Operational Excellence: Keep your pipeline and Salesforce documentation spotless, enabling accurate forecasting and proactive decision-making., • Leverage Cutting-Edge AI: Regularly use powerful AI tools (ChatGPT, Nextiva's internal resources) to sharpen your pitch, refine your discovery, overcome objections, and accelerate your sales cycle., • Stay Curious & Creative: Constantly experiment with new AI-powered tools and techniques to enhance your productivity, customer engagement, and selling effectiveness. What You'll Bring: • High-Energy Mindset: 2+ years of proven inside sales success in a fast-paced, high-activity environment., • Industry Knowledge (preferred): 1+ years selling UCaaS, CCaaS, SaaS, PaaS, or similar tech solutions., • Pipeline Powerhouse: Proven success managing pipelines in Salesforce CRM with meticulous attention to detail and accuracy., • Consultative Confidence: Skilled in consultative selling and discovery, aligning Nextiva solutions directly to measurable customer outcomes., • Proactive Deal Driver: Demonstrated ability to create urgency, maintain momentum, and rapidly progress deals to close., • AI Enthusiasm: Curiosity and excitement in using AI tools (such as ChatGPT) to level up your sales prep, pitch, and performance., • Operational Rigor: Commitment to disciplined documentation and rigorous operational execution. Why Nextiva? • Impact: Join a leader trusted by over a million users, orchestrating amazing customer journeys and driving powerful business outcomes., • Innovation: Sell transformative AI-driven solutions that help customers deliver unforgettable experiences, increase efficiency, and boost employee engagement. Nextiva's most successful team members share common traits and behaviors: • Drives Results: Action-oriented with a passion for solving problems. They bring clarity and simplicity to ambiguous situations, challenge the status quo, and ask what can be done differently. They lead and drive change, celebrating success to build more success., • Critical Thinker: Understands the "why" and identifies key drivers, learning from the past. They are fact-based and data-driven, forward-thinking, and see problems a few steps ahead. They provide options, recommendations, and actions, understanding risks and dependencies. Our Total Rewards offerings are designed to allow Nexties to take care of themselves and their families so they can be their best, in and out of the office. Our compensation packages are tailored to each role and candidate's qualifications. We consider a wide range of factors, including skills, experience, training, and certifications, when determining compensation. We aim to offer competitive salaries or wages that reflect the value you bring to our team. Depending on the position, compensation may include base salary and/or hourly wages, incentives, or bonuses. • Health 🍏 - Multiple health plan options to suit your needs, including medical, dental, vision, and telemedicine coverage, • Insurance 💼 - Life, disability, and supplemental indemnity plans, • Work-Life Balance ⚖️ - Flexible Time Off (FTO) for salaried employees, PTO for hourly employees, Paid Sick Time (PST), paid parental bonding leave, and paid holidays, • Financial Security 💰 - 401(k) with company match, Health Savings Accounts with company contributions, Dependent Care FSA, • Wellness 🤸️‍ - Employee Assistance Program and comprehensive wellness initiatives Nextiva is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Nextiva participates in the E-Verify Program where and as required by law. For additional information about E-Verify visit USCIS. #LI-SP1 #LI-ONSITE Founded in 2008, Nextiva has grown into a global leader trusted by over 100,000 businesses and 1M+ users worldwide. Headquartered in Scottsdale, Arizona, and with teams across the globe, we're the future of customer experience and team collaboration through our AI-powered, conversation-centric platform. Want to see what life at Nextiva is all about? Connect with us on Instagram, Instagram MX, YouTube, LinkedIn, and the Nextiva Blog.

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 Description TRC has partnered with a leading wealth management firm to hire a Operations Processing Specialist. This is a direct-hire opportunity with one of the largest and fastest-growing wealth management organizations in the U.S., offering a strong culture, competitive benefits, and long-term growth. • Hybrid Schedule: 4 days onsite, 1 day remote., • Hours of Operation: 7:30 AM – 7:30 PM (8-hour shifts)., • Prepare and process account opening, maintenance, rep change, and transition paperwork, • Support independent financial advisors with high-quality client service, • Review and follow up on brokerage and non-brokerage account requests, • Serve as a subject matter resource within brokerage operations, • Coordinate with clearing firms and update workflow systems, • Answer inbound/outbound calls and document activity accurately, • Cross-train and provide backup support during high-volume periodsQualifications, • 2–3 years of related experience; financial services experience preferred, • Proficiency with Microsoft Office (Excel, Word, Outlook, Teams), • Ability to learn brokerage systems (NetX360, Wealthscape, Salesforce, FEI, eQuipt), • Strong attention to detail, organization, and time management skills

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. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and 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 QmoIkkEg90

Job DescriptionPhoenix's small and mid-sized businesses face the same cybersecurity threats as the Fortune 500 but with a fraction of the resources. cloudIT bridges that gap. We are a growing Technology Service Provider built on the belief that every business deserves enterprise-grade security expertise, regardless of size. We are looking for a strategic, people-first vCISO to champion that mission across our client base in the Greater Phoenix area. If you are looking for more than a job, and want to be part of a team that is genuinely changing how business’ think about security, we want to hear from you. About the Role As a vCISO at cloudIT, you will serve as a fractional security leader for a portfolio of clients, most of whom do not have and cannot afford a full-time CISO. The "virtual" in vCISO refers to how you serve clients: you will not be embedded at any single client site. Instead, you will work from our Phoenix office, managing multiple client relationships simultaneously. Depending on the client, you will work directly with IT leaders, business owners, or both, building practical, right-sized security programs around cloudIT's proven security stack. Your goal is to drive adoption of the right solutions, ensure they are implemented effectively, and connect security decisions back to real business outcomes. This role is equal parts strategist, communicator, and trusted advisor. You translate complex cybersecurity risk into plain language that resonates with a 50-person manufacturing firm just as clearly as a fast-growing healthcare startup. What You Will Do Security Strategy and Leadership • Develop and own practical, business-aligned security roadmaps for each client, built on cloudIT's security stack., • Present security posture updates to IT leaders and business owners in clear, actionable terms., • Track emerging threats and regulatory shifts in relevant industries, including healthcare, real estate, financial services, and construction.Risk Management, • Conduct risk and vulnerability assessments calibrated to environments., • Prioritize remediation based on business impact, not just severity scores, and build realistic risk treatment plans that clients can actually execute using cloudIT's solutions., • Advise clients on practical mitigation strategies that fit their size, budget, and operational reality.Compliance and Governance, • Guide clients through relevant compliance requirements including HIPAA, PCI-DSS, CMMC, NIST CSF, and others., • Develop right-sized policies and procedures that are actionable, not shelf-ware., • Conduct periodic audits and gap assessments, leveraging cloudIT's toolset to close identified gaps efficiently.Incident Response and Management, • Build and test incident response plans suited to realities, including limited IT staff, high business continuity sensitivity, and tight recovery time expectations., • Lead response coordination during incidents, keeping stakeholders informed and focused., • Drive post-incident improvements supported by cloudIT's monitoring and response capabilities.Security Awareness and Training, • Deploy cloudIT's security awareness training programs and position them as a core part of each client's security posture., • Foster a culture where employees are the first line of defense, not the weakest link.Security Stack Adoption and Technical Oversight, • Champion cloudIT's security stack as the primary solution for clients, including MDR, SIEM, endpoint protection, MFA, and cloud security controls., • Work with IT leaders and business owners to ensure solutions are implemented correctly and delivering measurable value., • Assess third-party vendor risk and guide clients on secure procurement decisions that complement the existing stack.Client Relationship Management, • Manage a portfolio of clients, engaging at the right level for each organization, whether that is a hands-on IT team or a business owner making security decisions for the first time., • Show up as a trusted partner by proactively communicating risks, celebrating wins, and ensuring cloudIT's solutions are seen as indispensable to the client's operations., • Translate complex security concepts into plain language that resonates across industries and experience levels.What You Bring, • 5 or more years in information security, with at least 2 years in a leadership or advisory capacity., • Hands-on experience working with s and the ability to engage effectively with both IT leaders and non-technical business owners., • Relevant certifications preferred: CISSP, CISM, CISA, CCA, CCP or equivalent., • Working knowledge of frameworks and regulations including NIST CSF, ISO 27001, HIPAA, PCI-DSS, and CMMC., • The ability to explain complex security risk in plain language, whether you are talking to a seasoned IT director or a business owner hearing about a threat for the first time., • Comfort managing multiple client engagements with competing priorities and varying levels of security maturity., • Familiarity with -relevant security tools including MDR, SIEM, IDS/IPS, endpoint protection, and cloud security platforms., • Experience working with or for a managed service provider (MSP) or TSP is a strong plus.What We Offer, • Salary: $90,000 to $120,000 annually, based on experience, with performance-based incentives., • Professional development support including certification sponsorship and continuing education., • A collaborative team that takes security seriously and has fun doing it., • Comprehensive health, dental, and vision insurance. 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Job DescriptionAbout Us: As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry. Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system. Innovation and Flexibility. You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... • State-of-the-art technology platforms and tools, • A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop, • A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer, • A unique business markets process that will differentiate you and help you add more value to conversations with business owners, • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources, • A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs, • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms #LI-TW1

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., • 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., • 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., • Define strategic expectations, governance models, and SLA frameworks for all BPO partnerships supporting collections operations., • 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., • 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 DescriptionSummary This role offers a unique opportunity to make a meaningful impact by guiding individuals through one of the most critical financial decisions of their lives—securing retirement with annuities. As a commission-only, independent professional, you’ll serve as a trusted advisor to customers actively seeking financial clarity and long-term peace of mind. You’ll work directly with motivated prospects and collaborate with life insurance agents nationwide, leveraging a cutting-edge digital platform to deliver transparent, personalized solutions. This is more than a sales role—it’s a chance to shape the future of annuity distribution, build a flexible career on your own terms, and grow within a supportive, innovation-driven environment that values independence, mentorship, and performance. Responsibilities • Engage prospective customers through inbound and outbound calls, email, and SMS, • Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language, • Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly, • Build trust and long-term relationships that drive conversion and customer retention, • Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements, • Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey, • Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category, • Generate referrals through exceptional service and a customer-first mindset RequirementsRequirements: • Active Life and Health Insurance License (required), • Completion of state-mandated Annuity Suitability training or certification, • 2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred), • Demonstrated success in sales and expert-level objection handling, • Exceptional multitasking, prioritization, and time management skills, • Ability to identify client challenges and deliver tailored, value-driven solutions, • Adaptability and resilience in a fast-paced, evolving environment, • Strong verbal communication skills and a confident, professional phone presence, • High drive to succeed and a commitment to delivering outstanding customer experiences About Taubman Financial Management (TFM) Taubman Financial Management is a leading provider of annuities and life insurance, powered by a technology platform designed to transform how retirement and protection solutions are accessed and delivered. Our three-sided digital ecosystem connects consumers, agents, and top-tier carriers—enabling instant product access, seamless underwriting, and a frictionless experience for all. We’re redefining the industry by putting people first, empowering agents at scale, and building tools that support smarter, more confident decision-making. If you’re driven by purpose, independence, and the chance to grow in a forward-thinking organization, we welcome your application—even if you don’t meet every requirement. Passion, potential, and performance matters most.

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 Portfolio Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. A technical understanding of the financial markets and retirement planning is a must. Strong bias toward client centric service and ability to sell additional financial products. Note: This position would be 100% onsite at our Scottsdale corporate office. Relocation assistance available. Duties and responsibilities • Virtual and by phone meet with clients and continue to develop the relationship, • Introduce new clients to the portfolio management team and concept., • Work with Client Services to receive funding and keep client apprised, • Fund account, communicate with client, Establish "client portal" training, • Conduct reviews and periodic "check-in" calls with clients, • Introduce benefits of other team members as needed, • Uncover Estate Planning needs and schedule Estate Appointments with attorneys, • Retirement Planning as needed, • Tax Planning as needed, • Uncover new assets and coordinate inbound transfer of assets, • Clean U4, • Bachelor's degree or equivalent experience, • Financial designation preferred; CFP, CFA, CIMA, CPA, • Securities licenses/Certification - Series 65 or (7&66), • Arizona Life and Annuity License, • 3 years of financial investment advisor experience preferred, • 3 years of experience utilizing a CRM system, • Proficient in Microsoft Office, • Strong interpersonal and analysis skills, • Excellent written and verbal communication skills, • Strong compensation package that is a combination of base salary plus commission., • Relocation assistance available., • 401k with matching component up 13%, • United Healthcare PPO Medical employee coverage paid by Company, • Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available, • Generous holidays and PTO

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: 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 DescriptionNRTC is Member Driven and Technology Focused – providing solutions that help our 1,500 electric and telephone members bring all the advantages of today’s evolving technology to rural America. NRTC’s solutions are developed specifically to meet the needs of rural utilities and their customers, and include integrated broadband, managed services, smart grid, mobile solutions. We are a dynamic, growing cooperative with more than 800 employees operating out of eight office locations. Job Summary We are looking to add experienced staff to our Smart Grid team to help our utility cooperative members develop smart grid technology roadmaps. Our approach is to educate and support our members as we work with them through a consultative process. The Power Systems Advisory Engineer supports NRTC member electric cooperatives by providing practical engineering insight, planning support, and implementation guidance that complements NRTC’s smart grid advisory services. This role helps cooperatives translate strategy into action by supporting system studies, planning activities, and project execution while recognizing the operational realities and resource constraints common across the cooperative network. This position operates in a dynamic environment, working across multiple member cooperatives and partnering closely with NRTC advisory teams to deliver exceptional member value. Responsibilities • Serve as a trusted engineering advisor to member cooperatives by clarifying objectives, understanding operational constraints, and translating needs into practical engineering approaches and phased roadmaps, • Lead discovery conversations with engineering, operations, and leadership stakeholders to define problems, constraints, decision criteria, and success measures; document findings in clear, action-oriented summaries, • Communicate complex technical concepts in decision-ready language for both technical and non-technical audiences, including executive-level briefings and board-ready materials, • Execute and/or review distribution planning and power system studies, including protection and coordination, arc-flash, fault duty, voltage management and optimization, and power quality assessments, with clear mitigation recommendations, • Develop study scopes, assumptions, and methodologies that reflect cooperative realities and align recommendations with implementable next steps, • Provide distributed generation and interconnection planning support, including screening, system impact evaluations, and mitigation options for generators, batteries, and behind-the-meter resources., • Support the development and improvement of member DG processes by creating repeatable engineering screens, standard work, data requirements, timelines, and templates, • Lead reliability and system modernization planning, including feeder improvement concepts, device strategies (reclosers, sectionalizers, DA devices), and integration considerations for SCADA and field automation, • Partner with member teams to translate reliability goals (e.g., SAIDI/SAIFI) into prioritized, fundable portfolios of projects and operational improvements, • Contribute to wildfire risk mitigation planning by aligning engineering approaches to risk reduction outcomes, coordinating with internal advisory resources and external partners as needed, • Provide owner’s engineer support on select projects, including design and study reviews, validation of assumptions, procurement/specification input, and implementation oversight, • Own end-to-end delivery of assigned projects, including scoping, scheduling, internal coordination, quality assurance, and timely completion of deliverables, • Produce high-quality, defensible technical deliverables such as models, memoranda, reports, and diagrams suitable for reuse and audit, • Support development and refinement of engineering service offerings through standard scopes, estimating tools, reusable templates, and “starter packages” that improve consistency, utilization, and speed to launch, • Identify opportunities to extend or deepen member engagements and coordinate with advisory teams to support continuity from assessment through planning, engineering, and implementation, • Strong knowledge of electric distribution system planning, including load forecasting, circuit performance, voltage and reactive power management, capacity constraints, and contingency analysis, • Experience performing and/or reviewing power system studies such as load flow, short circuit, protection and coordination, and reliability or resiliency assessments, • Working knowledge of distributed energy resources (DER) and distributed generation (DG) integration, including interconnection screening, system impact evaluation, mitigation strategies, and hosting capacity–style approaches, • Familiarity with grid modernization and field automation concepts, including distribution automation devices and SCADA considerations, • Proficiency in distribution system modeling and analysis tools and the ability to apply results to real‑world operational and planning decisions, • Ability to structure, document, and defend engineering analysis, including defining assumptions, validating data, and clearly explaining results, • Strong advisory skills, including the ability to lead discovery, diagnose root causes, and translate ambiguous issues into well‑defined engineering problems, • Ability to develop and communicate multiple solution options with clear tradeoffs related to cost, risk, timeline, and operational impact, • Excellent written and verbal communication skills, with the ability to convey complex technical concepts to both technical and non‑technical audiences, • Ability to self‑manage and support multiple member utilities in a shared‑services or remote environment while delivering high‑quality, defensible work productsMinimum Education and Experience, • Bachelor of Science in Engineering from an ABET‑accredited institution or equivalent combination of technical education and relevant experience required, • Six (6) or more years of experience working with electric utilities; experience with electric cooperatives strongly preferred, • Professional Engineer (PE) license preferred, • Demonstrated proficiency with engineering modeling software and Microsoft Office tools, • Proven experience applying engineering expertise in a client‑facing, advisory, or shared‑services contextPhysical Demands, • Work is typically performed in a remote office setting #zr Powered by JazzHR ThDbNb4JfQ Company DescriptionNRTC – Member Driven and Technology Focused NRTC provides solutions that help our 1,500 electric and telephone members bring all the advantages of today’s evolving technology to rural America. NRTC’s solutions are developed specifically to meet the needs of rural utilities and their customers, and include integrated smart grid solutions, advanced metering networks, next-generation energy, grid intelligence, broadband, managed services, mobile and video. We are a dynamic, growing cooperative with more than 800 employees operating out of eight office locations. We are looking to add experienced staff to our growing company to help our rural cooperative members develop their technology. Our approach is to educate and support our members as we work with them through a consultative process. Mission NRTC provides solutions that help our telecommunications and electric members bring all of the advantages of today’s evolving technology to rural America Vision We will be our members’ most trusted technology partner Values Our members are our reason for being We put the needs of our members first. We focus on delivering impactful solutions to them. Our team is the foundation of our success We trust each other. We cooperate with each other. We unite to accomplish our goals together. Our passion is supporting rural communities We are dedicated to our members and the communities they serve. IDEA Committee At NRTC, we are committed to Inclusion, Diversity, Equity and Awareness in the broadest sense to honor our company values. We believe an inclusive work environment provides an atmosphere that allows all employees to attain their greatest potential and achieve the greatest benefits for our Members. The IDEA Committee is committed to furthering a supportive and welcoming workplace environment in which employees of all backgrounds and demographic characteristics can productively and cohesively work together. Total Rewards We are proud to offer our employees an appealing total rewards package including competitive pay and a matching 401(k) plan, along with medical (with HSA contributions from NRTC), dental, vision, and short/long term disability insurance. We also offer 12 paid company holidays, paid-time off and paid training, as well as an employee assistance program, discounted wireless plan, and so much more. Growth and Development At NRTC, we pride ourselves in promoting from within and developing careers through our mentorship, Educational Assistance programs, NRTC University webinars, and a learning management platform. Most of our positions are posted internally first, where we give our existing employees the opportunity to elevate their careers. NRTC also provides a mentorship program that helps employees find experienced mentors who can lead them on their professional journeys. Our educational assistance program offers an annual reimbursement of up to $5,250 per calendar year for educational costs to promote professional growth with continued education outside of NRTC. Monthly NRTC University webinars are hosted to educate our employees on other business units and departments. NRTC provides a robust learning management platform including thousands of courses for continued self-education. Transparent Leadership Our Executive and Senior Leadership Teams provide frequent updates with our quarterly “All Hands Meetings” both company-wide and within each one of our four business units. These meetings consist of important company updates, candid financial information, employee milestones, Employee Excellence Awards, special guests, IDEA updates and on-the-spot employee Q&A. To help encourage open communication, feedback and discussions, NRTC leadership also has an “open door policy,” and conducts numerous employee surveys which allows our employees to help shape the culture and future of NRTC.NRTC – Member Driven and Technology Focused \r\nNRTC provides solutions that help our 1,500 electric and telephone members bring all the advantages of today’s evolving technology to rural America. NRTC’s solutions are developed specifically to meet the needs of rural utilities and their customers, and include integrated smart grid solutions, advanced metering networks, next-generation energy, grid intelligence, broadband, managed services, mobile and video. We are a dynamic, growing cooperative with more than 800 employees operating out of eight office locations. We are looking to add experienced staff to our growing company to help our rural cooperative members develop their technology. Our approach is to educate and support our members as we work with them through a consultative process. \r\n\r\nMission\r\nNRTC provides solutions that help our telecommunications and electric members bring all of the advantages of today’s evolving technology to rural America\r\n\r\nVision\r\nWe will be our members’ most trusted technology partner\r\n\r\nValues\r\nOur members are our reason for being\r\nWe put the needs of our members first.\r\nWe focus on delivering impactful solutions to them.\r\n Our team is the foundation of our success\r\nWe trust each other. We cooperate with each other.\r\nWe unite to accomplish our goals together.\r\n Our passion is supporting rural communities\r\nWe are dedicated to our members and the communities they serve.\r\n\r\nIDEA Committee\r\nAt NRTC, we are committed to Inclusion, Diversity, Equity and Awareness in the broadest sense to honor our company values. We believe an inclusive work environment provides an atmosphere that allows all employees to attain their greatest potential and achieve the greatest benefits for our Members. The IDEA Committee is committed to furthering a supportive and welcoming workplace environment in which employees of all backgrounds and demographic characteristics can productively and cohesively work together. \r\n\r\nTotal Rewards\r\nWe are proud to offer our employees an appealing total rewards package including competitive pay and a matching 401(k) plan, along with medical (with HSA contributions from NRTC), dental, vision, and short/long term disability insurance. We also offer 12 paid company holidays, paid-time off and paid training, as well as an employee assistance program, discounted wireless plan, and so much more.\r\n\r\nGrowth and Development\r\nAt NRTC, we pride ourselves in promoting from within and developing careers through our mentorship, Educational Assistance programs, NRTC University webinars, and a learning management platform. Most of our positions are posted internally first, where we give our existing employees the opportunity to elevate their careers. NRTC also provides a mentorship program that helps employees find experienced mentors who can lead them on their professional journeys. Our educational assistance program offers an annual reimbursement of up to $5,250 per calendar year for educational costs to promote professional growth with continued education outside of NRTC. Monthly NRTC University webinars are hosted to educate our employees on other business units and departments. NRTC provides a robust learning management platform including thousands of courses for continued self-education. \r\n\r\nTransparent Leadership\r\nOur Executive and Senior Leadership Teams provide frequent updates with our quarterly “All Hands Meetings” both company-wide and within each one of our four business units. These meetings consist of important company updates, candid financial information, employee milestones, Employee Excellence Awards, special guests, IDEA updates and on-the-spot employee Q&A. To help encourage open communication, feedback and discussions, NRTC leadership also has an “open door policy,” and conducts numerous employee surveys which allows our employees to help shape the culture and future of NRTC.

Job Description Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet the customized financial goals of clients, and will also provide a complete and holistic approach to financial planning. Role Description The Financial Advisor is an experienced member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is a valuable partner in the success of the branch and the overall firm. The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot’s core values - Integrity, Service is Personal, One Team, Communication and Initiative - in all of the responsibilities listed below. This full-time role reports to their respective Branch Manager. Standard business hours at Moors & Cabot are Monday - Friday 8:30 AM to 5:00 PM EST. Moors & Cabot offers multiple flexible work arrangements for its employees: remote, hybrid and in-office. The role is eligible for any of these arrangements depending on proximity to a branch and needs, and must be located within the state of Arizona. Role Responsibilities * Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions * Build, maintain, and update client databases and financial plans * Perform research for client portfolios using various software tools * Stay current and informed by researching investment products and market trends * Utilize MoneyGuidePro in analyzing, drafting, and implementing financial plans based on client needs * Provide strategic advice and manage money to reflect client risk tolerance, income, expenses, and assets * Continuously monitor clients’ financial situations with detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries * Maintain and cultivate client relationships via approved mediums of communication * Create and prepare detailed portfolio reviews, security analysis, and client delivery presentations for meetings * Document and execute money moves - trades, deposits, ACH, wires, withdrawals, rollovers, etc. * Cultivate relationships with wholesalers * Utilize marketing and established business plans to increase book of business * Plan networking opportunities to foster client opportunities * Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise * Compliance, Operations, IT, Training Center, etc. * Set performance expectations and goals for assigned Client Associate(s) in conjunction with the Branch Manager * Provide feedback and mentorship to assigned Client Associate(s) on a regular basis * Adhere to and keep up to date on Compliance and firm policies * Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements * Keep up-to-date with the latest tax regulations and industry trends * Be an active culture carrier and contribute to a positive team morale Key Measurements * Ability to meet annual production/revenue goals * Maintenance and growth of client relationships and book of business * Adherence to and limiting compliance risk and liability * Overall success and satisfaction of team, as applicable Minimum Requirements * 7+ years of relevant experience within Financial Services * Portable book of business * FINRA SIE, Series 7 and 66 (63/65) * Bachelor’s Degree or higher in Business, Finance, or related field * A passion for financial markets * Strong understanding of financial planning, portfolio management, and fiduciary investing concepts * Prior experience with Financial Planning software * Confident in using Microsoft Office Suite and Google Suite applications * Comfortable taking initiative and being part of a team environment * Ability to sit for long periods of time and lift up to 10 pounds Preferred Requirements * Experience with RBC, AOS, Nexus Trading, RedTail, RedOak, Wealthbox, Addepar, RightCapital, RiskAlyze, and MoneyGuidePro About Us Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products. Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS. Benefits * Total Rewards Benefits Package: * Medical, Dental & Vision * Short Term Disability & Long Term Disability, Employer paid Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents * 401k plans * Flexible Spending Accounts * Critical Illness & Accident insurance * Employee Discount Programs * Employee Assistance Programs * Identity Theft Protection Insurance * PTO: Unlimited * Flexible Work Schedule

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%, • 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 Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

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

Job 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 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 .