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Be part of an amazing story \n 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. \n Job Overview \n 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. \n 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. \n 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. \n How our Beauty Colleagues spend their day… \n\n • 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.\n, • 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.\n, • 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. \n, • We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities.\n, • Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality\n, • Must be able to:\n \n, • Understand and communicate effectively with customers, co-workers, and supervisors\n, • Read and understand employment policies and safety rules/procedures in English\n \n, • 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.\n, • 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.\n, • Meeting and surpassing daily sales goals by delivering exceptional service\n, • Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits\n, • Effectively use point-of-sale technology and digital tools to streamline transactions and enhance the shopping experience\n, • This position requires talking, lifting, constant moving, standing, and reaching with arms and hands.\n, • Standing for at least two consecutive hours, lifting at least 25lbs., stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level\n, • Requires close vision, color vision, depth perception, and focus adjustment\n, • Merchandise discounts\n, • Performance-based incentives\n, • Annual merit review\n \n \n 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. \n \n \n BEAUTY00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macysJOBS.com. In addition to hourly rate, may receive 3% - 3% on commission eligible net sales

Axos Bank is a digital-first financial institution redefining banking through customer and operational innovation. The VP, Internal Consulting is a consulting leader embedded within the bank's transformation engine, responsible for identifying, designing, and accelerating high-impact operational improvements across bank and securities business units. The VP, Internal Consulting manages a portfolio of 2–5 concurrent strategic process engagements, operating from ideation through proof-of-concept to full deployment. They work within a supporting team and established framework to accelerate delivery cycles and serve as trusted advisors to business unit leaders across the enterprise. Responsibilities: • Lead and deliver 2–5 concurrent enterprise or business-unit transformation engagements from scoping through deployment and benefits realization, • Identify, prioritize, and quantify high-impact operational improvement opportunities; build clear business cases for action, • Drive rapid, AI-enabled process redesign with a strong bias toward execution and measurable outcomes, • Translate complex analysis into executive-ready insights; prepare and present recommendations to senior leadership, • Act as a trusted advisor and change agent, ensuring adoption, governance alignment, and post-implementation performance tracking, • Partner with project management and cross-functional teams to ensure delivery discipline, timeline adherence, and accountability Qualifications: • Bachelor’s degree required; MBA or equivalent consulting delivery experience preferred, • 5+ years of consulting, transformation, or operational strategy experience in financial services, fintech, technology, or digital-first organizations, • Proven ability to deliver measurable, time-bound transformation outcomes with executive visibility while managing multiple concurrent engagements, • Hands-on experience applying AI tools and automation in consulting or operational contexts; strong agile, deployment-focused delivery mindset, • Executive presence with the ability to influence without authority; structured, outcome-oriented communicator

Role overview We are seeking a client-facing Sub-Advisor to support an established advisory practice by servicing existing clients, completing year-end and annual review meetings, and delivering responsive ongoing planning and service support. This role is ideal for a licensed or near-licensed advisor who enjoys relationship management, follow-through, and helping clients stay on track with their plan. Key responsibilities Client service and annual reviews • Prepare and deliver year-end / annual review meetings, including plan updates, goal tracking, and action-item follow-up, • Conduct client check-ins, manage service requests, and coordinate next steps with internal team members, • Support the advisor team with financial planning inputs and ongoing plan maintenance (data gathering, account updates, recommendations support, implementation follow-through), • Assist with retirement planning conversations and client education, ensuring recommendations align with the client’s objectives and risk profile, • Document meeting notes, recommendations, and service activity in the firm’s CRM and workflow system, • Support basic suitability/compliance documentation, client file maintenance, and follow established supervisory procedures (as applicable), • Track open items and ensure completion of client deliverables within expected timelines

Job Title: Client Service Associate Company: Confidential – Wealth Management Company Location: San Diego, CA 92130 (Onsite) Pay Rate: $27.00/hr Schedule: Monday–Friday, 8:00 AM – 4:30 PM Duration: ASAP – through April, with potential to convert to permanent About the Role: We’re partnering with a leading Wealth Management & Financial Advisory firm in San Diego to hire a Client Service Associate to support the Client Services team. This role focuses on client service and cashiering support, with some administrative responsibilities. This temporary role is a fantastic opportunity for an early-career professional with teller or junior banking experience to gain exposure to wealth management operations. What You’ll Do: • Provide day-to-day client service and cashiering support, along with light administrative assistance, • Attend to client inquiries and transactions at the front desk or via phone/email, • Assist with scheduling, meeting coordination, and other administrative tasks as needed, • Prepare client documentation, follow-ups, and support internal workflows, • Serve as a professional point of contact for clients and visitors, • Support team coordination across departments and compliance processes Candidate Profile: • Early-career professional with teller experience or junior banking experience, • Strong preference for candidates with a financial services background to minimize ramp-up time, • Able to handle client-facing responsibilities with professionalism, • Flexible and adaptable; able to take on administrative tasks as needed Why You’ll Love It: • Gain hands-on experience in financial services and client support, • Temporary role with potential to convert to permanent, • Support a dynamic, high-performing team in a professional environment Background Check: Required prior to start Please submit your resume to apply. About Us: Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: ___.

Summary of Superior Planning: Superior Planning offers a full-service Wealth Management & Family Office group that provides highly tailored services for clients with complex financial matters. We go beyond traditional financial planning, addressing the complex needs of high-net-worth individuals and families. From sophisticated estate planning and tax optimization to philanthropy strategies and generational wealth transfer, our team takes a holistic approach to managing not only your financial assets but your entire legacy. We work alongside you to design a strategy that aligns with both your financial and personal objectives as we seek to assist you in growing and protecting your wealth, so it can be passed on to future generations. About the Role: The Office Receptionist serves as the first point of contact for clients, visitors, and staff at our Financial Advisory Firm. This person will create a professional, welcoming and organized office environment. This role is responsible for managing the front desk, answering client inquiries, coordinating schedules, maintaining office supplies, and supporting a variety of administrative functions across the team. About You: We’re looking for a professional, genuine, and proactive self-starter who is highly organized, personable, and able to manage multiple priorities in a fast-paced environment. This individual should present themselves professionally while providing exceptional service to both clients and colleagues. Key Responsibilities: Front Desk and Client Interaction • Greet and assist clients and visitors, manage the reception area, and help maintain a professional and welcoming office environment., • Coordinate and manage advisor calendars, schedule client meetings, confirm appointments, and assist with meeting logistics as needed., • Answer and direct incoming phone calls and emails, respond to general inquiries, and ensure timely communication with clients and team members. Administrative Support • Perform a variety of general office duties to support daily operations, including maintaining office supplies, coordinating with vendors, organizing common areas, and assisting team members with administrative tasks as needed., • Manage and organize client and office documents, including filing, scanning, and maintaining digital and physical records while ensuring accuracy, confidentiality, and compliance with company policies., • Receive, sort, and distribute incoming mail and packages, prepare outgoing mail and shipments, and coordinate deliveries to ensure timely and efficient handling of office correspondence and materials. Client Service and Support • Conduct outreach to existing clients to maintain relationships, provide updates, and identify opportunities for additional planning services., • Provide courteous and attentive assistance to clients by addressing basic inquiries, helping with routine requests, and ensuring clients have a smooth and positive experience when interacting with the office., • Facilitate clear and timely communication between team members by relaying messages, coordinating information, and supporting collaboration across departments to ensure efficient daily operations., • Help maintain a clean, organized, and professional office environment by monitoring common areas, keeping the reception and meeting spaces presentable, and assisting with the overall appearance and functionality of the workspace. Support for Special Projects • Assist with event coordination by helping plan, organize, and execute client meetings, internal team events, and special office functions, including preparing materials, arranging logistics, and ensuring events run smoothly., • Assist with office workflow by supporting team processes, tracking tasks, managing follow-ups, and helping streamline administrative operations to improve overall efficiency and productivity. Required Qualifications: • High school diploma or equivalent, bachelor’s degree or higher is a plus., • Previous experience in a receptionist, administrative, or customer service role, preferably in a professional services or financial environment., • Strong interpersonal and communication skills, with the ability to interact professionally with clients, visitors, and team members., • Excellent organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously., • Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and comfort using scheduling or CRM software - Redtail preferred., • Ability to handle sensitive and confidential information with discretion., • Professional demeanor, positive attitude, and a strong commitment to providing exceptional client service., • Ability to work independently as well as part of a team in a fast-paced environment. Compensation for this role begins at $21/hour and will be determined based on a variety of factors, including relevant experience, skills and qualifications. In addition to base pay, this position offers a bonus potential tied to company profitability, as well as a performance-based incentive. We also offer a 401(k) plan with company matching, paid holidays, sick leave and paid vacation. Due to the nature of our operations and client relationships, all candidates will be subject to thorough background and reference checks. Superior Planning is an equal opportunity employer. We value diversity and provide employment opportunities regardless of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, or any other protected characteristic.

Position Title: Advisor Services Associate Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions. · Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing. · Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests. · Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems. · Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently. · Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes. · Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem. · Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy. · Ownership: A proactive approach to following up on open items until they are fully resolved. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 3600 American Boulevard West, Bloomington, MN 55431; or 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company Description 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. 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.

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. Nevada and Colorado

Description: Job Summary The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning. The Money Coach will focus on completing key licensing requirements which includes the Series 65. Serving as a Money Coach, the advisor educates and guides employees in financial wellness while generating qualified leads to support team objectives in a collaborative, client-focused environment. Essential Duties • Serve as a money coach, providing financial education and personalized guidance to employees/clients., • Design, prepare, and facilitate engaging workshops and presentations designed to educate and support employees/clients., • Source, generate and refer qualified leads to internal teams to support business development efforts., • Effectively prioritize and manage multiple tasks while meeting deadlines in a timely and organized manner., • Develop the knowledge and confidence to handle basic financial planning independently, without requiring input from the Team., • Enhance phone skills by executing plan and seeking lead oppurtunities., • Build additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate., • Maintain strict commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies., • Communicate with Spanish-speaking employees/clients., • Competitive Compensation, • Comprehensive Medical, Dental, and Vision Insurance, • Life Insurance, • Long Term Disability, • Supplemental Insurance, • Paid Time Off and Holidays, • Employee Advantage Program, • Employee Assistance Program, • 401(k) Matching, • Eligible Profit Sharing, • Career Development, Mentorship and Education, • Team Events, • Achievement Awards and Trips, • Bachelor’s degree preferred in education, business, finance, or related field., • A drive for professional development and a passion for working with people., • Comprehensive knowledge of topics related to financial planning including securities and retirement plans., • FINRA Series 65 license preferred; or candidates must obtain within 3 months of hire., • Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint for presentations., • Interest in knowledge building and applying ERS focus areas to daily activities. Skills Requirements • Self-starter and collaborator with other Money Coaches, to build a profitable program to help employees financially., • Excellent with proactively preparing for and conducting workshops to educate employees., • Communicate clearly and effectively in English demonstrating confident, articulate, and professional verbal and written communication skills., • Ability to prioritize and organize tasks in a timely manner with a high attention to detail., • Exceptional interpersonal and client service skills., • Strong analytical and problem-solving skills., • Capacity to accept feedback and training., • High degree of integrity with the ability to maintain confidentiality., • Proficiency with technology platforms: Salesforce, eMoney, Zoom, Microsoft Office Suite, including Excel and PowerPoint for presentations. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location, all compliance and office safety requirements apply. #zr PM21 Compensation details: 70304-70304 Yearly Salary PIff88aab04e4d-26276-39589652

Lightwave Avenue 9305 Lightwave Avenue, San Diego, CA 92123 Extended Deadline: Mon 4/6/2026 ___ UC San Diego values and welcomes people from all backgrounds. If you are interested in being part of our team, possess the needed licensure and certifications, and feel that you have most of the qualifications and/or transferable skills for a job opening, we strongly encourage you to apply. UCSD Layoff from Career Appointment: Apply by 3/13/2026 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. Reassignment Applicants: Eligible Reassignment clients should contact their Disability Counselor for assistance. Under general supervision, the Clinical Care Coordinator provides high-level administrative and clinical support to Oncology Surgeons and Advanced Practice Providers in the GI Surgical Oncology division. This role is essential in managing complex scheduling, coordinating multidisciplinary care, and serving as the primary liaison between patients, providers, and clinical teams. Key Responsibilities * Faculty Support: Manage and maintain complex calendars, coordinate travel, and process reimbursements. Prepare and distribute clinic notes, medical records, and correspondence. * Patient Coordination: Register and triage new patient referrals, schedule new patient consultations and return visits, collect outside records, and assist patients with financial arrangements. * Surgical Scheduling: Coordinate logistics across multiple departments (OR schedulers, anesthesia, admissions, pre-op clinics) to schedule and coordinate surgical procedures, including co-cases. Communicate surgery details to patients and families, and ensure accurate documentation in UCSD systems. * Tumor Board Management: Organize and facilitate weekly General Tumor Boards, including: • Collecting and compiling pathology reports, slides, and imaging from internal and external sources., • Preparing case materials for review by Pathology and Radiology., • Scheduling meetings, maintaining historical case records, and distributing meeting minutes. Collaboration & Communication: Serve as a key contact for faculty, clinic staff, administrators, and internal and external resources. * Three (3) years of related experience. * Experience in working in a large, complex healthcare setting. * Experience working with Health Insurance companies and Community Medical Groups. * Knowledge of scheduling medical appointments, surgical procedures, and authorization processes. * Excellent communication skills with the ability to communicate clearly both verbally and in writing. * Demonstrated knowledge and advanced level skill in word processing software applications (Word, Excel, Teams, Outlook, & PowerPoint) and Electronic Medical Record. * Excellent customer service skills, with the ability to interact well with care teams, and all patients and families. * Strong organizational skills and ability to prioritize and multitask effectively in a fast-paced environment. * Prior Oncology experience. * Experience with Epic EHR system (including Cadence). * Experience in supporting physician faculty travel, reimbursements, and calendar management. * Knowledge of medical and scientific terminology. * Knowledge of various insurance products and third-party payors. • Must be able to work various hours and locations based on business needs. Annual Full Pay Range: $61,429 - $88,030 (will be prorated if the appointment percentage is less than 100%) Hourly Equivalent: $29.42 - $42.16 Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable). If employed by the University of California, you will be required to comply with our Policy on Vaccination Programs, which may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. If applicable, life-support certifications (BLS, NRP, ACLS, etc.) must include hands-on practice and in-person skills assessment; online-only certification is not acceptable. UC San Diego Health is the only academic health system in the San Diego region, providing leading-edge care in patient care, biomedical research, education, and community service. Our facilities include two university hospitals, a National Cancer Institute-designated Comprehensive Cancer Center, Shiley Eye Institute, Sulpizio Cardiovascular Center, the only Burn Center in the county, and dozens of outpatient clinics. We invite you to join our team! Applications/Resumes are accepted for current job openings only. For full consideration on any job, applications must be received prior to the initial closing date. If a job has an extended deadline, applications/resumes will be considered during the extension period; however, a job may be filled before the extended date is reached. To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors. For more information, please visit ___. The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. For the University of California's Anti-Discrimination Policy, please visit: ___ UC San Diego is a smoke and tobacco free environment. Please visit ___ for more information. UC San Diego Health maintains a marijuana and drug free environment. Employees may be subject to drug screening. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. a. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

East Campus Office Building (ECOB) 9444 Medical Center Drive, San Diego, CA 92037, United States Extended Review Date: Tue 3/17/2026 ___ UC San Diego values and welcomes people from all backgrounds. If you are interested in being part of our team, possess the needed licensure and certifications, and feel that you have most of the qualifications and/or transferable skills for a job opening, we strongly encourage you to apply. UCSD Layoff from Career Appointment: Apply by 11/05/2025 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. Special Selection Applicants: Apply by 11/17/2025. Eligible Special Selection clients should contact their Disability Counselor for assistance. This position will work a hybrid schedule which includes a combination of working both onsite at La Jolla and remote. UC San Diego Department of Dermatology is a dynamic and growing academic department founded in 2015 within the School of Medicine bringing together a team of 70+ core and voluntary faculty specializing in Adult and Pediatric & Adolescent Dermatology. Dermatology faculty and staff are committed to achieving excellence in clinical care, research and education. Our shared goals are to provide our patients with exceptional clinical care, to advance diagnostic and treatment options for skin diseases through innovative research and to cultivate the next generation of physicians and scientists to be future leaders in Dermatology. The Assistant Department Business Officer (ADBO) is a senior administrative leader responsible for ensuring the effective financial, research, operational, and personnel management of the Department of Dermatology. This role reports directly to the Department Administrative Vice Chair and works in close collaboration with the Department Chair to support and advance the department's academic, clinical, research, and educational missions.Responsibilities also include supervising the administrative services of a large academic department within a school OR college OR non-academic department (program). Typically reports to a manager. Administrative services include all or some of the following functions: IT, facilities, student services, contracts and grants, budgetary financial management and / or human resources. Supervises support and / or professional staff. The ADBO provides strategic and operational leadership across key areas. * Nine years of related experience, education/training, OR an Bachelor's degree in related area plus five years of related experience/training. * Solid knowledge of the organization's processes, protocols and procedures with a focus on budget, account and fund management and / or personnel management within labor contract(s) and personnel policy. * Solid knowledge of common organization-specific and other computer application programs. * Solid interpersonal skills including verbal and written communication, active listening, critical thinking, persuasiveness, advising, and counseling to effectively motivate others. * Solid skills to quickly evaluate complex issues and identify resolutions. * Solid organizational and customer service skills to effectively manage multiple priorities. * Solid knowledge of financial analysis and reporting techniques; human resources and risk management planning; accounting and payroll. * Demonstrated skills in employee supervision and HR administration. * In depth knowledge of federal, state, and private agency contract and grant regulations and requirements from proposal preparation through close out; including but not limited to cost accounting standards. Ability to independently interpret and implement appropriate UCSD and agency policies, procedures, and guidelines. * Advanced knowledge and application of principles and practices of financial management, fiscal planning and analysis. * Advanced experience projecting salary, benefit and indirect costs with knowledge of payroll and personnel regulations including impact of salaries, merits, range adjustments and benefit costs. * Proven ability to provide comprehensive financial management of extramural funds with multiple indexes, institutions, PI's, and sites. Ability to analyze complex financial issues, recognize potential impact, identify creative and alternative solutions and make recommendations. * Demonstrated computer proficiency. Skill in the use of various software, such as databases, spreadsheets and word- processing. Ability to use available computer tools , i.e. Microsoft Office, to streamline work. Proven ability to assess and contribute to development of automated systems to facilitate pre and post award administration. * Familiarity with Division faculty, staff, student, and laboratory contacts involved in the purchasing process with ability to advise on initiation and control of expenditures. * Demonstrated organizational skills. Ability to work independently, organize time and set priorities to meet established deadlines and to shift priorities and workload to frequently accommodate new and more urgent tasks. * Demonstrated skill in setting up and maintaining accurate filing systems. * Occasional evenings and weekends may be required. * Must be willing and able to travel Campus, VA, Children's Hospital, and various UCSD sites. * Employment is subject to a criminal background check. Pay Transparency Act Annual Full Pay Range: $88,000 - $161,600 (will be prorated if the appointment percentage is less than 100%) Hourly Equivalent: $42.15 - $77.39 Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable). If employed by the University of California, you will be required to comply with our Policy on Vaccination Programs, which may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. If applicable, life-support certifications (BLS, NRP, ACLS, etc.) must include hands-on practice and in-person skills assessment; online-only certification is not acceptable. UC San Diego Health Sciences is comprised of our School of Medicine, Skaggs School of Pharmacy and Pharmaceutical Sciences, The Herbert Wertheim School of Public Health and Human Longevity Science, and our Student Health and Well-Being Department. We have long been at the forefront of translational - or "bench-to-bedside" - research, transforming patient care through discovery and innovation leading to new drugs and technologies. Translational research is carried out every day in the hundreds of clinical trials of promising new therapies offered through UC San Diego Health, and in the drive of our researchers and clinician-scientists who are committed to having a significant impact on patient care. We invite you to join our team! Applications/Resumes are accepted for current job openings only. For full consideration on any job, applications must be received prior to the initial closing date. If a job has an extended deadline, applications/resumes will be considered during the extension period; however, a job may be filled before the extended date is reached. To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors. For more information, please visit ___. The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. For the University of California's Anti-Discrimination Policy, please visit: ___ UC San Diego is a smoke and tobacco free environment. Please visit ___ for more information. UC San Diego Health maintains a marijuana and drug free environment. Employees may be subject to drug screening. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. a. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UCSD Layoff from Career Appointment: Apply by 03/30/2026 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. Reassignment Applicants: Eligible Reassignment clients should contact their Disability Counselor for assistance. In 2022, businessman and philanthropist T. Denny Sanford committed $150 million to the creation of the Sanford Stem Cell Institute at UC San Diego. This gift combines current infrastructure with new Centers intended to leverage the advantages of space-based science, including expansion and, in some ways, quite literally launch stem cell research and regenerative medicine at UC San Diego into new spaces, endeavors, and training of future stem cell scientists. Sanford Stem Cell Institute provides essential physical and human resources needed to leverage stem cell research currently being conducted at UC San Diego. Due to the complexity of regenerative medicine projects and substantial institutional investment, daily Sanford Stem Cell Institute personnel work with all 9 Vice Chancellor areas: Academic Affairs; Research Affairs; Equality, Diversity, and Inclusion; Student Affairs; Marine Sciences; Health Sciences; Health System; Chief Financial Officer; Advancement; Resource Management and Planning. As part of UC San Diego, Sanford Stem Cell Institute motivates University-wide change, sustainability, and partnership, focusing on creating the structure under which various innovative regenerative medicine units and initiatives are developed. The new UC San Diego Sanford Stem Cell Institute builds upon a $100 million gift in 2013 from T. Denny Sanford that established UC San Diego as a leader in developing and delivering the therapeutic promise of human stem cells - special cells with the ability to develop into many different cell types and which, when modified and repurposed, have the potential to treat, remedy or cure a vast array of conditions and diseases. The new UC San Diego Sanford Stem Cell Institute includes six (6) stem cell Centers led by Center Directors and Deputy Directors and one (1) Brain Tumor and Neuro-Restoration Program. * Sanford Integrated Space Stem Cell Orbital Research (ISSCOR) Center, for stem cell research that will be conducted in a laboratory bay located aboard the International Space Station currently in low-Earth orbit. * Sanford Stem Cell Fitness and Space Medicine Center, which conducts in-depth space fitness and orbital medicine that can benefit both astronauts and people living on Earth. * Sanford Stem Cell Innovation Center, which will support regenerative medicine company development, including contract research in low-Earth orbit. * Sanford Stem Cell Discovery Center, which conducts basic and translational stem cell research. * Sanford Advanced Therapy Center, which provides fundamental tools and services to move basic research findings to next stages, such as early phase trials. * Sanford Stem Cell Clinical Center, which conducts research to accelerate relevant drug and therapy development in regenerative medicine, including clinical trials. The Strategy and Integration Officer (SIO) is a recognized leader responsible for shaping the strategic direction, integration, and operations of the UC San Diego Sanford Stem Cell Institute (SSCI). Under the direction of the Executive Director of SSCI, the SIO operates in a highly visible and politically sensitive environment, requiring advanced professional judgment to drive critical initiatives. Incumbent leads the growth of key programs, aligning them with institutional priorities while addressing complex policy and operational challenges that impact both on-campus and external venues. With significant influence over program initiatives and development, the SIO provides high-level support and advises executive leadership in planning, risk mitigation, and other issues associated with complex projects of a highly sensitive nature. Integrates and connects with center leaders to ensure there are synergies and cross-collaborations between internal and external programs and partnerships. Provides recommendations based on knowledge of broader data trends in political policies related to stem cell research. Serves as liaison with external parties, providing additional vision and leadership to the Institute. Develops long and short-term plans for the SSCI and implements strategies to achieve its mission. May represent SSCI leadership at national and international meetings, conferences, and committees. Leads the growth of SSCI's research mission through activities intended to foster agency relationships and partnerships for the purpose of research development and pursuing existing federal research opportunities. This position models strong professional ethics, exercising tact and diplomacy when handling sensitive and complex matters in a fluid environment. The incumbent strategizes ways to effectively manage and communicate the SSCI Director's priorities in support of the Institute's mission and service in stem cell research. Uses advanced operational concepts and objectives to resolve highly complex issues. Regularly works on issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Primarily deals with programs and proposals with broad impact across the function, research initiative, program and / or organization. Develops and oversees the implementation of new programs and processes. * Nine years of related experience, education/training, OR an Bachelor's degree in related area plus five years of related experience/training. * Strong communication and interpersonal skills to communicate effectively with all levels of staff and influence, both verbally and in writing. * Experience with developing and executing a strategic plan. * Experience working with governments and/or elected officials. * Ability to use discretion and maintain all confidentiality. * Advanced knowledge of common organizational- or research-specific and other computer application programs. * Advanced project management skills. * Thorough knowledge of organizational or initiative processes, protocols and procedures. * Ability to multi-task with demanding timeframes. * Advanced knowledge of applicable policy analysis techniques. * Advanced analytical / problem-solving skills. * Demonstrated experience coordinating proposals and developing communication to seek non-traditional funding resources. * Seven (7) or more years of related experience * Familiarity with the research interests of SSCI. * Some travel to national and international meetings and conferences. * Must be based in San Diego for in-office presence. Pay Transparency Act Annual Full Pay Range: Unclassified - No data available (will be prorated if the appointment percentage is less than 100%) Hourly Equivalent: Unclassified - No data available Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).

Other San Diego, CA 92093, United States Extended Deadline: Mon 3/30/2026 ___ UC San Diego values and welcomes people from all backgrounds. If you are interested in being part of our team, possess the needed licensure and certifications, and feel that you have most of the qualifications and/or transferable skills for a job opening, we strongly encourage you to apply. This position will remain open until a successful candidate has been identified. UCSD Layoff from Career Appointment: Apply by 02/19/2026 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. Reassignment Applicants: Eligible Reassignment clients should contact their Disability Counselor for assistance. Primary Work Location: California Medical Facility, 1600 California Dr., Vacaville, CA 95687. This position acts as a regional floater to provide coverage at other CDCR institutions on a regular basis that may include overnight stays. UCSD Department of Psychiatry is one of the most innovative and productive academic departments in the country, offering challenging career opportunities in the diverse areas of advanced educational programs, cutting-edge research, and state-of-the-art clinical services. The department is committed to offering a dynamic learning environment and growing opportunities to its talented and dedicated employees. The UCSD Department of Psychiatry is contracted to provide Transitional Case Management Program (TCMP) services for the California Department of Corrections and Rehabilitations (CDCR). TCMP services are provided for eligible incarcerated persons under the jurisdiction of CDCR and the State Department of Mental Health. Under close supervision, the incumbent will work full time (M-F, 8 hours per day, with work start and end times varying between 6am-5pm) at various CDCR correctional facilities (prisons), throughout California as well as other regional institutions as directed by management within the Department of Psychiatry. Incumbent will work as a Benefit Worker (BW) managing full caseloads consisting of incarcerated persons releasing from CDCR institutions, who are: (1) potentially eligible for benefit entitlements {i.e., Medi-Cal, Social Security, and Veterans Affairs}, (2) diagnosed as having HIV/AIDS, (3) diagnosed as having a mental illness, and/or (4) incarcerated persons determined to be in need of community-based continuity of care upon release from incarceration, (i.e., hospice, hospital/acute care, skilled nursing/long-term care, in-patient mental health care, board & care/assisted living, in-home health care, dialysis, oxygen [intermittent and continuous], chemotherapy, medications, etc.). BW will determine potential benefit eligibility based on medical/mental disability, financial, and/or age. BW will assist in the benefit application process, will complete, and submit application for California State sponsored Medi-Cal benefits, Social Security, Supplemental Security Income (SSI), or Social Security Disability Income; and Veterans Affairs (VA) benefits. Act as a liaison with institutional and parole staff for cases that may require additional case management and collaborate on specific cases. * Four years of related experience, education/training, OR a Bachelor's degree in related area. * Must be eligible for clearance to visit and work inside the prisons and other CDCR facilities. * Ability to perform intake evaluations. * Assessment, problem-solving and critical-thinking skills. * Ability to work in a collaborative manner with a diverse client group. * Ability to work in a fast-paced environment managing large caseloads independently. * Demonstrated ability to use computer information systems and solid computer literacy skills. Knowledge and experience in utilizing computer word processing to formulate documents, email for communication with other professionals, knowledge of internet to access resources as needed for client care and own professional development. * Demonstrated accountability and excellent organizational skills to prioritize workload to promptly meet deadlines. * Experience in professional case management and/or work effectively, both independently and in a team environment, to follow through with superior attention to detail and to complete tasks in a timely manner by a specific deadline. * Ability to write concise, factual psychosocial notes, case summaries, coherent and timely reports. Demonstrated ability to communicate clearly and concisely in both written and oral form. Strong oral and written communication skills. * Experience working with community mental health resources, other mental health/recovery professionals, correctional and parole officers on behalf of clients. * Strong demonstrated ability to maintain strict confidentiality and use professional judgment when reporting information to clients, other professionals, and family members. * Excellent interpersonal skills with the ability to foster a good working relationship with a wide variety of people, using tact, diplomacy, confidentiality, and flexibility. Demonstrated ability to use professional judgment to interpret, clarify and problem solve in a stressful working environment. Ability to work independently and maintain professional boundaries. * Knowledge and understanding of clinical counseling principles, methods, procedures, and standards. * Master's degree in Social Work, Psychology, or related field. * Demonstrated knowledge of federal, state, and local laws related to health and social welfare. Solid experience assisting clients with Social Security Administration, Veteran's Affairs and Medicare/Medical. * Demonstrated knowledge and prior experience in professional case management and/or work with parolees/ex-offenders diagnosed with HIV/AIDS and/or Mental Illness. Casework experience must have included performing psychosocial assessments; developing benefit assistance, creating service plans; securing housing; conducting referral and follow-up progress evaluations. * Training and experience using motivational interviewing techniques with incarcerated populations. Knowledge of various psychological theories and appropriate techniques for working with incarcerated populations. Understanding of theories and etiology for clients with co-occurring disorders. * Experience with providing direct services to State Prison incarcerated populations including a thorough knowledge of prison culture, dynamics, and environmental risk factors. * Employment is subject to a criminal background check. * Must be eligible for CDCR clearance to visit and work inside the prisons and Fire Camps. * Must be willing to work full time in a minimum through maximum security state prison. * Must utilize safe and reliable transportation methods for all work-related travel, and be willing to travel to various prison sites. * TB screening test required annually. * Must be willing to travel to cover other correctional facilities (prisons), throughout the State of California and other regional institutions as directed by management, to fulfill the TCMP program needs which may include overnight stay(s). Pay Transparency Act Annual Full Pay Range: $74,416 - $108,409 (will be prorated if the appointment percentage is less than 100%) Hourly Equivalent: $35.64 - $51.92 Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable). If employed by the University of California, you will be required to comply with our Policy on Vaccination Programs, which may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. If applicable, life-support certifications (BLS, NRP, ACLS, etc.) must include hands-on practice and in-person skills assessment; online-only certification is not acceptable. UC San Diego Health Sciences is comprised of our School of Medicine, Skaggs School of Pharmacy and Pharmaceutical Sciences, The Herbert Wertheim School of Public Health and Human Longevity Science, and our Student Health and Well-Being Department. We have long been at the forefront of translational - or "bench-to-bedside" - research, transforming patient care through discovery and innovation leading to new drugs and technologies. Translational research is carried out every day in the hundreds of clinical trials of promising new therapies offered through UC San Diego Health, and in the drive of our researchers and clinician-scientists who are committed to having a significant impact on patient care. We invite you to join our team! Applications/Resumes are accepted for current job openings only. For full consideration on any job, applications must be received prior to the initial closing date. If a job has an extended deadline, applications/resumes will be considered during the extension period; however, a job may be filled before the extended date is reached. To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors. For more information, please visit ___. The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. For the University of California's Anti-Discrimination Policy, please visit: ___ UC San Diego is a smoke and tobacco free environment. Please visit ___ for more information. UC San Diego Health maintains a marijuana and drug free environment. Employees may be subject to drug screening. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. a. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

Other San Diego, CA 92093, United States Extended Deadline: Mon 3/30/2026 ___ UC San Diego values and welcomes people from all backgrounds. If you are interested in being part of our team, possess the needed licensure and certifications, and feel that you have most of the qualifications and/or transferable skills for a job opening, we strongly encourage you to apply. This position will remain open until a successful candidate has been identified. UCSD Layoff from Career Appointment: Apply by 12/03/2025 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. Special Selection Applicants: Apply by 12/10/2025. Eligible Special Selection clients should contact their Disability Counselor for assistance. Primary Work Location: High Desert State Prison, 475-750 Rice Canyon Road, Susanville, CA 96127 UCSD Department of Psychiatry is one of the most innovative and productive academic departments in the country, offering challenging career opportunities in the diverse areas of advanced educational programs, cutting-edge research, and state-of-the-art clinical services. The department is committed to offering a dynamic learning environment and growing opportunities to its talented and dedicated employees. The UCSD Department of Psychiatry is contracted to provide Transitional Case Management Program (TCMP) services for the California Department of Corrections and Rehabilitations (CDCR). TCMP services are provided for eligible incarcerated persons under the jurisdiction of CDCR and the State Department of Mental Health. Under close supervision, the incumbent will work full time (M-F, 8 hours per day, with work start and end times varying between 6am-5pm) at various CDCR correctional facilities (prisons), throughout California as well as other regional institutions as directed by management within the Department of Psychiatry. Incumbent will work as a Benefit Worker (BW) managing full caseloads consisting of incarcerated persons releasing from CDCR institutions, who are: (1) potentially eligible for benefit entitlements {i.e., Medi-Cal, Social Security, and Veterans Affairs}, (2) diagnosed as having HIV/AIDS, (3) diagnosed as having a mental illness, and/or (4) incarcerated persons determined to be in need of community-based continuity of care upon release from incarceration, (i.e., hospice, hospital/acute care, skilled nursing/long-term care, in-patient mental health care, board & care/assisted living, in-home health care, dialysis, oxygen [intermittent and continuous], chemotherapy, medications, etc.). BW will determine potential benefit eligibility based on medical/mental disability, financial, and/or age. BW will assist in the benefit application process, will complete, and submit application for California State sponsored Medi-Cal benefits, Social Security, Supplemental Security Income (SSI), or Social Security Disability Income; and Veterans Affairs (VA) benefits. Act as a liaison with institutional and parole staff for cases that may require additional case management and collaborate on specific cases. * Four years of related experience, education/training, OR a Bachelor's degree in related area. * Must be eligible for clearance to visit and work inside the prisons and other CDCR facilities. * Ability to perform intake evaluations. * Assessment, problem-solving and critical-thinking skills. * Ability to work in a collaborative manner with a diverse client group. * Ability to work in a fast-paced environment managing large caseloads independently. * Demonstrated ability to use computer information systems and solid computer literacy skills. Knowledge and experience in utilizing computer word processing to formulate documents, email for communication with other professionals, knowledge of internet to access resources as needed for client care and own professional development. * Demonstrated accountability and excellent organizational skills to prioritize workload to promptly meet deadlines. * Experience in professional case management and/or work effectively, both independently and in a team environment, to follow through with superior attention to detail and to complete tasks in a timely manner by a specific deadline. * Ability to write concise, factual psychosocial notes, case summaries, coherent and timely reports. Demonstrated ability to communicate clearly and concisely in both written and oral form. Strong oral and written communication skills. * Experience working with community mental health resources, other mental health/recovery professionals, correctional and parole officers on behalf of clients. * Strong demonstrated ability to maintain strict confidentiality and use professional judgment when reporting information to clients, other professionals, and family members. * Excellent interpersonal skills with the ability to foster a good working relationship with a wide variety of people, using tact, diplomacy, confidentiality, and flexibility. Demonstrated ability to use professional judgment to interpret, clarify and problem solve in a stressful working environment. Ability to work independently and maintain professional boundaries. * Knowledge and understanding of clinical counseling principles, methods, procedures, and standards. * Master's degree in Social Work, Psychology, or related field. * Demonstrated knowledge of federal, state, and local laws related to health and social welfare. Solid experience assisting clients with Social Security Administration, Veteran's Affairs and Medicare/Medical. * Demonstrated knowledge and prior experience in professional case management and/or work with parolees/ex-offenders diagnosed with HIV/AIDS and/or Mental Illness. Casework experience must have included performing psychosocial assessments; developing benefit assistance, creating service plans; securing housing; conducting referral and follow-up progress evaluations. * Training and experience using motivational interviewing techniques with incarcerated populations. Knowledge of various psychological theories and appropriate techniques for working with incarcerated populations. Understanding of theories and etiology for clients with co-occurring disorders. * Experience with providing direct services to State Prison incarcerated populations including a thorough knowledge of prison culture, dynamics, and environmental risk factors. * Employment is subject to a criminal background check. * Must be eligible for CDCR clearance to visit and work inside the prisons and Fire Camps. * Must be willing to work full time in a minimum through maximum security state prison. * Must utilize safe and reliable transportation methods for all work-related travel, and be willing to travel to various prison sites. * TB screening test required annually. * Must be willing to travel to cover other correctional facilities (prisons), throughout the State of California and other regional institutions as directed by management, to fulfill the TCMP program needs which may include overnight stay(s). Pay Transparency Act Annual Full Pay Range: $74,416 - $108,409 (will be prorated if the appointment percentage is less than 100%) Hourly Equivalent: $35.64 - $51.92 Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable). If employed by the University of California, you will be required to comply with our Policy on Vaccination Programs, which may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. If applicable, life-support certifications (BLS, NRP, ACLS, etc.) must include hands-on practice and in-person skills assessment; online-only certification is not acceptable. UC San Diego Health Sciences is comprised of our School of Medicine, Skaggs School of Pharmacy and Pharmaceutical Sciences, The Herbert Wertheim School of Public Health and Human Longevity Science, and our Student Health and Well-Being Department. We have long been at the forefront of translational - or "bench-to-bedside" - research, transforming patient care through discovery and innovation leading to new drugs and technologies. Translational research is carried out every day in the hundreds of clinical trials of promising new therapies offered through UC San Diego Health, and in the drive of our researchers and clinician-scientists who are committed to having a significant impact on patient care. We invite you to join our team! Applications/Resumes are accepted for current job openings only. For full consideration on any job, applications must be received prior to the initial closing date. If a job has an extended deadline, applications/resumes will be considered during the extension period; however, a job may be filled before the extended date is reached. To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors. For more information, please visit ___. The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. For the University of California's Anti-Discrimination Policy, please visit: ___ UC San Diego is a smoke and tobacco free environment. Please visit ___ for more information. UC San Diego Health maintains a marijuana and drug free environment. Employees may be subject to drug screening. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. a. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

Alliant University is a professional practice University committed to excellence in four areas: Education for Professional Practice, Scholarship, Multicultural and International Competence and Community Engagement. The University provides students with the highest quality of education through excellence and innovation in academic scholarship, applied training and research, and community service, particularly to underserved populations. Through its Mission, the University's goal is to equip students with the competencies they need to provide public benefit and make an impact in their communities by addressing major contemporary social issues. Core competencies of the University's training programs include cultural diversity, which is infused in courses and field placements and is manifest in the diversity of its students, faculty. Our Mission: Alliant University prepares students for professional careers of service and leadership, and promotes the discovery and application of knowledge to improve the lives of people in diverse cultures and communities around the world. Our Vision: An inclusive world empowered by Alliant alumni. Our IMPACT Values: • Inclusion: We value and engage the rich diversity of the Alliant community., • Mentoring: We provide guidance and create enabling environments for success., • Passion: We bring enthusiasm, creativity, and authenticity to our work., • Accountability: We act with integrity and responsibility in all we do., • Communication: We are responsive, transparent, and respectful in our interactions., • Teamwork: We collaborate to develop innovative solutions for our community. Under the guidance of the Associate Vice President, or their designee, the campus director plays a pivotal role in supporting the campus's recruitment and admissions initiatives. This role also leads the student services functions to enhance the overall candidate experience, bolster student retention, and drive graduation success. Key responsibilities encompass Recruitment, Admissions, Student Advising, Campus Operations, Accessibility Services, International Student Advising, Tutoring, Military/Veterans Affairs, Orientation, Commencement & Community Activities, and resolving student issues. The Campus Director will oversee daily operations and serve as the primary decision-maker for local management and overseeing campus activities. This position may also supervise onsite IT, facilities and other support roles and shares a reporting relationship with other campus staff, including those in Admissions and Financial Aid, within a matrix environment. Salary Range: $76,000 to $80,000 annualized, Full-Time, Exempt. Benefits Plans Include: Medical/Prescription, Dental, Vision, Health Care & Dependent Care Flexible Spending Accounts, Voluntary Life and AD&D, Voluntary Benefit Plans: Accident, Critical Illness, or Hospital Indemnity Insurance, Legal Plan, Transportation Spending Account, Employee Tuition Waiver. Minimum Qualifications: Education: Master's degree in education, Counseling or Management or related field; or an equivalent combination of education and experience. Experience: Five (5) years of progressively responsible higher education or closely related professional experience, preferably in graduate or professional education. Supervision experience of professional staff required. Demonstrated success in leading teams of diverse employees as well as experience with enlivening and fostering a climate that values and embraces all forms of human diversity. Certifications, Licenses, etc.: None. Skills: • Proficient computer skills with Microsoft Office applications (especially Word & Excel), CARS, CX integrated database or equivalent databases., • Supervision skills needed as well as advanced advising skills, effective organization and written and oral communication skills, substantial teaching and advising skills., • Demonstrated ability to communicate effectively (both in writing and verbally) with a diverse student, faculty and community is essential., • Sensitivity to cultural diversity and ability to communicate and interact effectively with people of all ages and diverse backgrounds., • The position requires multi-tasking abilities, exceptional interpersonal/cross-cultural communication skills., • A high degree of multicultural and international competency., • The ability to organize and plan work, and the ability to complete tasks with accuracy and meet deadlines., • Proven ability to work effectively as a team player., • Highly motivated, focused and results oriented., • Ability to exercise discretion and tact in all interpersonal contacts, and to always maintain confidentiality., • Ability to manage multiple tasks according to required deadlines and maintain composure under high stress conditions., • Ability to be optimistic, positive and supportive in all interactions with others., • High level of accuracy and attention to detail. Duties & Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • The Campus Director is responsible for the operational effectiveness, growth and successful day-to-day operation of the assigned campus, provides leadership, oversight, and management for IT and facilities., • Provide leadership, oversight and management for developing programs and services which support the University's vision of the recruitment, enrollment, retention, and graduation of students., • Help to facilitate seamless integration of the student experience from the point of admission through transfer assessment and registration, course enrollment, and course/degree completion., • Serves as the key person for the delivery of academic and student support services including student Advising, Accessibility Services, International Student Advising, Tutoring Military/Veterans Affairs, Orientation, Commencement, and student issue resolution., • Serves as the Student Advisor for students enrolled at the Campus and uses independent judgement to monitor students' academic success through ongoing outreach, advising meetings, and daily monitoring of attendance lists, non- financially cleared (NFC) list, and non-registered list. Assist students with registration, study plans, degree audits, transfer evaluation, advancement to candidacy, tuition payments, and financial aid resources., • Develop, implement, and monitor a proactive advising and appreciative advising model to support student success., • In partnership with the campus community, implement and execute the Net Promoter Score action plan to improve student success (i.e., retention, persistence, and graduation rates) and enhance student satisfaction., • Problem solving for student issues and concerns. May serve as student services liaison to SERC (Student Evaluation and Review Committee). Responsible for the implementation of student conduct procedures., • Lead and facilitate a customer-centered environment that is responsive and provides high-quality, timely services to students; Assist program directors and faculty in the ongoing improvement of program related operating processes, procedures, and protocols, to operationalize and maintain academic standards., • Ensure Human Resources policies and procedures are upheld to assure compliance with the federal and state regulations, university policies, and collective bargaining agreements., • Perform other related tasks, duties and responsibilities as required, assigned or directed. Supervisory Responsibility: Direct Reports: Advisor(s), IT/Facilities Coordinator, Campus Resource Coordinator, Security, Student Assistants and other campus support roles. Indirect Reports: The following campus positions report to the Campus Director, Student Advisor in a matrix relationship with the functional leadership of the University: Admissions and Financial Aid. Consults with and provide support to library staff. Contact Responsibility: Internal: Interacts with supervisor to receive direction and instructions and/or review of work results. This position works closely with colleagues in multiple departments including Academic Deans, campus-based Program Directors, Associate Provosts, Human Resources and IT Departments as well as other University Campus Managers/Directors to support both students and colleagues in achieving student success and Department goals. Consults with and provide support to library staff. External: Interacts with other academic institutions and members of the local community. Primary Work Location, Hours & Travel Requirements: Office Location: San Diego Campus - 10455 Pomerado Road San Diego, CA 92131 Work Hours: Standard office hours, with occasional evening or weekend hours when needed. Travel: Occasional events as needed. Background Check Requirements: Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current University employees who apply for the position. Additional Information: Anti-Discrimination Policy: Alliant University prohibits unlawful discrimination, harassment or retaliation in its educational programs, services and activities, and in employment practices, including but not limited to internal promotions, training, opportunities for advancement, terminations, relationships with outside vendors, use of contractors and consultants, and in its admission or access thereto, on the basis of race, ethnicity, national origin or descent, color, creed, religion, sex, age, marital status, disability (including physical, disease, psychiatric or psychological disability), medical condition, pregnancy, veteran status, sexual orientation, gender identification or expression, hair style or texture associated with race, or any other characteristics protected by applicable law. Alliant University is an Equal Opportunity Employer, committed to ensuring a high quality of education through the diversity of the University community and the curriculum. Women, people of color, people with disabilities and people from other underrepresented groups are encouraged to apply, as we actively seek to increase diversity at all levels. The University will conduct its programs, services and activities consistent with applicable federal, state and local laws, regulations and orders. Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. Applicants with disabilities and applicants who require assistance completing an application may contact Office of People & Culture (Human Resources) at ___ or 858-635-4509. The California Consumer Privacy Act (CCPA) requires that we provide you with this ______. This notice is about the collection and use of your personal information. We encourage you to read this notice carefully. Governing legislation: Titles VI and VII of the Civil Rights Act of 1964, the Civil Rights Act of 1991, Title IX of the Education Amendments Act of 1972, Section 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act of 1990, the Age Discrimination Act of 1975, the regulations implementing these statutes, and applicable federal and California law. Alliant University is a smoke and tobacco free environment. Company: Alliant University | Job ID: 287764

This position will remain open until a successful candidate has been identified. UCSD Layoff from Career Appointment: Apply by 12/03/2025 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. Special Selection Applicants: Apply by 12/10/2025. Eligible Special Selection clients should contact their Disability Counselor for assistance. Primary Work Location: High Desert State Prison, 475-750 Rice Canyon Road, Susanville, CA 96127 UCSD Department of Psychiatry is one of the most innovative and productive academic departments in the country, offering challenging career opportunities in the diverse areas of advanced educational programs, cutting-edge research, and state-of-the-art clinical services. The department is committed to offering a dynamic learning environment and growing opportunities to its talented and dedicated employees. The UCSD Department of Psychiatry is contracted to provide Transitional Case Management Program (TCMP) services for the California Department of Corrections and Rehabilitations (CDCR). TCMP services are provided for eligible incarcerated persons under the jurisdiction of CDCR and the State Department of Mental Health. Under close supervision, the incumbent will work full time (M-F, 8 hours per day, with work start and end times varying between 6am-5pm) at various CDCR correctional facilities (prisons), throughout California as well as other regional institutions as directed by management within the Department of Psychiatry. Incumbent will work as a Benefit Worker (BW) managing full caseloads consisting of incarcerated persons releasing from CDCR institutions, who are: (1) potentially eligible for benefit entitlements {i.e., Medi-Cal, Social Security, and Veterans Affairs}, (2) diagnosed as having HIV/AIDS, (3) diagnosed as having a mental illness, and/or (4) incarcerated persons determined to be in need of community-based continuity of care upon release from incarceration, (i.e., hospice, hospital/acute care, skilled nursing/long-term care, in-patient mental health care, board & care/assisted living, in-home health care, dialysis, oxygen [intermittent and continuous], chemotherapy, medications, etc.). BW will determine potential benefit eligibility based on medical/mental disability, financial, and/or age. BW will assist in the benefit application process, will complete, and submit application for California State sponsored Medi-Cal benefits, Social Security, Supplemental Security Income (SSI), or Social Security Disability Income; and Veterans Affairs (VA) benefits. Act as a liaison with institutional and parole staff for cases that may require additional case management and collaborate on specific cases. * Four years of related experience, education/training, OR a Bachelor's degree in related area. * Must be eligible for clearance to visit and work inside the prisons and other CDCR facilities. * Ability to perform intake evaluations. * Assessment, problem-solving and critical-thinking skills. * Ability to work in a collaborative manner with a diverse client group. * Ability to work in a fast-paced environment managing large caseloads independently. * Demonstrated ability to use computer information systems and solid computer literacy skills. Knowledge and experience in utilizing computer word processing to formulate documents, email for communication with other professionals, knowledge of internet to access resources as needed for client care and own professional development. * Demonstrated accountability and excellent organizational skills to prioritize workload to promptly meet deadlines. * Experience in professional case management and/or work effectively, both independently and in a team environment, to follow through with superior attention to detail and to complete tasks in a timely manner by a specific deadline. * Ability to write concise, factual psychosocial notes, case summaries, coherent and timely reports. Demonstrated ability to communicate clearly and concisely in both written and oral form. Strong oral and written communication skills. * Experience working with community mental health resources, other mental health/recovery professionals, correctional and parole officers on behalf of clients. * Strong demonstrated ability to maintain strict confidentiality and use professional judgment when reporting information to clients, other professionals, and family members. * Excellent interpersonal skills with the ability to foster a good working relationship with a wide variety of people, using tact, diplomacy, confidentiality, and flexibility. Demonstrated ability to use professional judgment to interpret, clarify and problem solve in a stressful working environment. Ability to work independently and maintain professional boundaries. * Knowledge and understanding of clinical counseling principles, methods, procedures, and standards. * Master's degree in Social Work, Psychology, or related field. * Demonstrated knowledge of federal, state, and local laws related to health and social welfare. Solid experience assisting clients with Social Security Administration, Veteran's Affairs and Medicare/Medical. * Demonstrated knowledge and prior experience in professional case management and/or work with parolees/ex-offenders diagnosed with HIV/AIDS and/or Mental Illness. Casework experience must have included performing psychosocial assessments; developing benefit assistance, creating service plans; securing housing; conducting referral and follow-up progress evaluations. * Training and experience using motivational interviewing techniques with incarcerated populations. Knowledge of various psychological theories and appropriate techniques for working with incarcerated populations. Understanding of theories and etiology for clients with co-occurring disorders. * Experience with providing direct services to State Prison incarcerated populations including a thorough knowledge of prison culture, dynamics, and environmental risk factors. * Employment is subject to a criminal background check. * Must be eligible for CDCR clearance to visit and work inside the prisons and Fire Camps. * Must be willing to work full time in a minimum through maximum security state prison. * Must utilize safe and reliable transportation methods for all work-related travel, and be willing to travel to various prison sites. * TB screening test required annually. * Must be willing to travel to cover other correctional facilities (prisons), throughout the State of California and other regional institutions as directed by management, to fulfill the TCMP program needs which may include overnight stay(s). Pay Transparency Act Annual Full Pay Range: $74,416 - $108,409 (will be prorated if the appointment percentage is less than 100%) Hourly Equivalent: $35.64 - $51.92 Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).

Towne Centre Drive San Diego, CA 92093, United States Filing Deadline: Wed 4/1/2026 ___ UC San Diego values and welcomes people from all backgrounds. If you are interested in being part of our team, possess the needed licensure and certifications, and feel that you have most of the qualifications and/or transferable skills for a job opening, we strongly encourage you to apply. UCSD Layoff from Career Appointment: Apply by 03/23/26 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor. Reassignment Applicants: Eligible Reassignment clients should contact their Disability Counselor for assistance. This position has recently been accreted by Teamsters CX union and will be a part of that union moving forward. Under minimal supervision, the Finance Analyst performs a wide range of advanced financial analysis and complex fiscal management functions in support of the Office of the Chief Medical Officer (CMO), including Quality and Patient Safety, Care Management, and Clinical Documentation departments. The position reports to the Senior Finance Officer for the Office of the CMO. Responsibilities include financial reporting, detailed expense analysis, budget forecasting and management, ledger reconciliation, short- and long-term budget planning, procurement and contract lifecycle management, implementation of internal financial controls, and preparation of journal entries. The analyst also supports departmental financial operations by providing budgeting, forecasting, accounting, and procurement services. In addition, the role serves as a key liaison for vendor-related financial activity, including invoice verification and vendor communication, helping ensure financial accountability and effective financial management across a diverse operational portfolio. Key Responsibilities: 1. Financial Reporting & Forecasting • Prepare and present detailed financial reports, including variance analysis and forecasting., • Ensure accuracy and timeliness of financial statements and related documentation., • Use spreadsheets and databases to organize resource information and generate customized reports. 2. Budget Development & Management • Develop, monitor, and maintain budgets for departments and projects., • Analyze budget performance and recommend cost controls and efficiency improvements., • Participate in short- and long-term budget planning activities. 3. Purchasing, Transaction Processing, and Expense Oversight • Track and manage departmental/project expenses to stay within budget constraints., • Review and verify vendor invoices for accuracy and compliance with contract terms and purchase orders., • Independently resolve financial discrepancies and forecast potential issues., • Support procurement processes and ensure financial transactions are accurate and compliant with procurement policies; optimize contract terms where appropriate., • Communicate directly with vendors to resolve invoice, purchasing, and contract-related discrepancies/issues. 4. General Ledger Reconciliation & Accounting Support • Perform regular reconciliations of general ledger accounts; identify and resolve discrepancies., • Prepare and post journal entries as needed., • Support/oversee month-end and year-end close processes to ensure activities are properly recorded. 5. Procurement & Contract Lifecycle Management • Manage procurement processes and support lifecycle management of contracts., • Implement and monitor internal financial controls to safeguard assets and ensure policy compliance., • Conduct regular audits/reviews to identify and mitigate financial risk; recommend process improvements. 6. Operational/Strategic Analysis & Stakeholder Support • Conduct financial analysis to support operational decision-making; provide insights based on data analysis to improve efficiency., • Facilitate monthly Director meetings by providing information and reports supporting resource allocation decisions., • Present financial findings and recommendations to management and stakeholders; collaborate across departments to gather/validate financial data. 7. Training & Knowledge Transfer • Provide training to managers and relevant personnel on accessing/interpreting financial information., • Assist in cross-training existing team members. Seven (7) years of related accounting and/or finance experience, education/training, OR a Bachelor's degree in related area plus three years of related accounting and/or finance experience/training. * Thorough knowledge of finance policies, practices, and systems. * Ability to independently gather required information to organize, and perform financial analysis assignments. * Proven ability to effectively present information verbally and in writing in a clear and concise manner. * Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports. * Proven interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Proven ability using organizational skills to multi-task in a high volume environment. * Ability to adapt to changing priorities. * Ability to function as a member of a team. * Experience working for a large healthcare facility. * Experience with budgeting, forecasting, and financial reporting. * Experience identifying financial discrepancies and recommend corrective actions. * Analytical Skills: Strong ability to analyze financial data and detect discrepancies. * Attention to Detail: High level of accuracy and attention to detail in reviewing invoices and financial documents. * Communication: Strong verbal, written, and presentation skills for interacting with vendors and internal stakeholders, as well as providing guidance and training to staff. * Independent and Team Oriented: Capable of working autonomously while also effectively collaborating with various team members stakeholders. * Technical Proficiency: Proficient in using financial software, spreadsheets, and other data analysis tools. * Problem-Solving: Capable of identifying issues and developing solutions to resolve discrepancies. * Knowledge of Financial Principles: Understanding of accounting principles, financial regulations, and company policies related to invoicing. * Must be able to work various hours and locations based on business needs. * Employment is subject to a criminal background check and pre-employment physical. Pay Transparency Act Annual Full Pay Range: Unclassified - No data available (will be prorated if the appointment percentage is less than 100%) Hourly Equivalent: Unclassified - No data available Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable). If employed by the University of California, you will be required to comply with our Policy on Vaccination Programs, which may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. If applicable, life-support certifications (BLS, NRP, ACLS, etc.) must include hands-on practice and in-person skills assessment; online-only certification is not acceptable. UC San Diego Health is the only academic health system in the San Diego region, providing leading-edge care in patient care, biomedical research, education, and community service. Our facilities include two university hospitals, a National Cancer Institute-designated Comprehensive Cancer Center, Shiley Eye Institute, Sulpizio Cardiovascular Center, the only Burn Center in the county, and dozens of outpatient clinics. We invite you to join our team! Applications/Resumes are accepted for current job openings only. For full consideration on any job, applications must be received prior to the initial closing date. If a job has an extended deadline, applications/resumes will be considered during the extension period; however, a job may be filled before the extended date is reached. To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors. For more information, please visit ___. The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. For the University of California's Anti-Discrimination Policy, please visit: ___ UC San Diego is a smoke and tobacco free environment. Please visit ___ for more information. UC San Diego Health maintains a marijuana and drug free environment. Employees may be subject to drug screening. Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. a. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

Specialty/Competency: Platform Engineering & Architecture Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 80% At PwC, our people in infrastructure focus on designing and implementing robust, secure IT systems that support business operations. They enable the smooth functioning of networks, servers, and data centres to optimise performance and minimise downtime. Those in cloud operations at PwC will focus on managing and optimising cloud infrastructure and services to enable seamless operations and high availability for clients. You will be responsible for monitoring, troubleshooting, and implementing industry leading practices for cloud-based systems. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Respond effectively to the diverse perspectives, needs, and feelings of others. * Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. * Use critical thinking to break down complex concepts. * Understand the broader objectives of your project or role and how your work fits into the overall strategy. * Develop a deeper understanding of the business context and how it is changing. * Use reflection to develop self awareness, enhance strengths and address development areas. * Interpret data to inform insights and recommendations. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications : Minimum Degree Required : Bachelor Degree Preferred Qualifications : Degree Preferred : Master Degree Certification(s) Preferred : * ITIL 4 * COBIT * ISO 27001 * ServiceNow Certification(s) * BMC Helix Certification(s) * Flexera Certification(s) * Jira Service Management (JSM) * Certification(s) from a leading cloud service provider (AWS, Azure, GCP) * FinOps Certified Practitioner Preferred Knowledge/Skills : Demonstrates extensive-level abilities and success with managing the identification and addressing of client needs. As a Manager, you have extensive level abilities understanding at least one of the following areas: * ServiceNow or similar tool's IT Service Management modules and how they are implemented across different operating models (ITIL); * DevSecOps transformations; * Cloud platforms (AWS, Azure, Google Cloud Platform) and their key technologies, including: Observability, AIOps, APM; * Industry leading discovery technologies (SCCM, Tanium, Armis, Intune) and how they integrate with ServiceNow; * Developing and re-engineering IT processes, capabilities, and controls in a proven and efficient way; * Implement and mature governance frameworks, including operating models for skills and people to support operations on premise and in the cloud as well as reporting capabilities; and, * IT Financial Management- cost asset management and optimization. Demonstrates extensive abilities and/or a proven record of success in the following areas: * Bringing together the right perspectives, identify roadblocks, and integrate feedback from clients and team members; * Managing delivery from project scoping to conclusion, while consistently keeping the client's goals in mind; * Having a passion for developing and growing team members; * Communicating complex information simply; * Finding yourself in the role of advisor and peer to others; * Approaching new projects with an open mind; * Believing empathy for coworkers and customers is key to your success; * Valuing learning from mistakes and ask for help when needed; * Persevering through challenges; * Believing in the value created by diverse teams and can adapt to a variety of working styles; and, * Developing thought leadership materials to further your knowledge and create new relationships. Demonstrates extensive abilities and/or a proven record of success in the following areas: * ServiceNow/BMC Helix/Jira Service Management (implementations, transformations, etc.); * IT Service Management, ITIL 4, COBIT; * IT Asset Management / IT Cloud Financial Management; * Cloud Platforms (Amazon Web Services (AWS), Azure, GCP); * DevSecOps Transformation; * Cloud Discovery, including tagging integration and federated configuration; * Cloud Application Performance Monitoring (APM); * Cloud auto-scaling, ELB; * Cloud AI Ops / AI Monitoring; and, * Cloud Discovery. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: . Learn more about how we work: For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: #LI-Hybrid

Location: Atlanta, Austin, Boston, Chicago, Cleveland, Dallas, Denver, EY-Pitts, Hoboken, Houston, Irvine - Von Karman, Los Angeles, McLean, Metropark, Minneapolis, New York, North Carolina - Charlotte, Portland, OR , San Diego, San Francisco, San Jose, Seattle. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. People Consulting - Organizational Design: Senior In People Consulting, we deliver long-term value to our clients, people and EY by putting Humans@Center of the Transformation agenda, transforming businesses through the power of people and helping our clients to reimagine their future workforce. With a growing addressable market of $115b+, and a market leading brand, People Consulting has significant opportunity to help our clients address complex issues relating to their people agendas. The Opportunity Join our dynamic People Consulting team as a Organization Design Senior, where you will play a pivotal role in optimizing workforce, talent, and mobility strategies. You will be instrumental in future-proofing our operations through the design, development, and influence on operating models and continuous change. As a trusted advisor, you will develop and implement workforce strategies that align with business and functional strategy to meet business objectives. Your expertise will be crucial in understanding workforce requirements to design organizations at the operating model and organization design level to achieve strategic intent. Key Responsibilities Our approach to organizational design helps guide our clients from assessment through to implementation. You'll lead large-scale organizational design projects and advise stakeholders while building relationships with colleagues and clients. You'll also work collaboratively to deliver innovative and insightful solutions for a range of challenges, from how to best structure teams to deliver on the organization's strategy to how the organization's structure can allow for more agile ways of working. Skills and Attributes for success Some key capabilities you should be prepared to bring to client facing and internal initiative teams include: * You'll be expected to support and lead certain engagement activities from planning through to implementation including identifying and helping manage any potential issues and risks during a client assignment * Understanding of using organizational design, strategic workforce planning as integral components of transformational initiatives focused on accelerating business performance * Understanding of human resources opportunities, challenges and issues in at least one of the sectors we serve (e.g., Oil & Gas, Health, Telecommunications, Power & Utilities, Insurance, Media & Entertainment) * Demonstrate technical competence in our key capabilities and take a practical/business driven approach to solving complex client challenges * Contribute to the growth of the People Consulting practice by identifying additional engagement opportunities and building lasting relationships with clients * Influence and persuade clients and stakeholders to gain support for any major change initiatives and/or decisions * Encourage and facilitate collaboration amongst team members, and promote an inclusive working environment * Contribute to business development and client pursuit activities by preparing proposals and delivering presentations for potential clients * Advance the People Consulting practice by supporting in the development of thought leadership and EY methodologies To qualify for the role, you must have: * Relevant experience through one of the following: Professional services role with a global management consultancy firm or niche consultancy, internal human resources or organizational design role in industry or related line role in industry, in which you gained exposure to a large-scale project(s) * Between 4-6 years of prior experience in Operating Model Development, Organizational Structure and Design, Strategic Workforce Planning, Capability Mapping, Organizational Assessment, and Organizational Governance, with success in current job applying one or more of these capabilities * Experience of delivering org. design projects in one or more of the following functional domains - supply chain, IT, finance, customer, sales & marketing. * Working knowledge of digital assets in the organization design space and use of analytical tools * Have a primary degree and relevant post-graduate qualification * Willingness to travel as needed, and comfortable working in a hybrid environment with an average of three (3) days per week at a client site or within an EY office. What we look for We are looking for top performers who demonstrate the ability to think critically, communicate with impact, and drive outcomes. You should possess learning agility and the ability to solve complex problems. A successful candidate will have a track record of building and managing relationships and exhibit commercial astuteness. If you are passionate about contributing to a team that values sustainability, diversity, equity, and inclusion, we would like to hear from you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . * We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $100,600 to $165,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $120,800 to $188,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. * Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. * Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment * FEDERAL DEPOSIT INSURANCE ACT: * This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary San Diego, CA $70,320.00 - $70,320.00; Santee,CA $70,320.00 - $70,320.00; Bonita,CA $70,320.00 - $70,320.00; Imperial Beach,CA $70,320.00 - $70,320.00; Coronado,CA $70,320.00 - $70,320.00; El Cajon,CA $70,320.00 - $70,320.00; Alpine,CA $70,320.00 - $70,320.00; Chula Vista,CA $70,320.00 - $70,320.00

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Piper Jordan is seeking a Director, Health & Benefits to join our growing team in San Diego, CA! As a Director, Health & Benefits, you will serve as a strategic advisor and trusted partner to our largest and most complex clients. You will lead multidimensional consulting engagements, driving strategy across the full spectrum of health and welfare programs. This role demands sophisticated client relationship management, team leadership, and business development expertise. Directors play a key role in growing client accounts, mentoring rising talent, and advancing innovative benefits strategies that align with each client’s unique culture and business goals. How You Will Contribute: • Serve as the senior relationship lead for a portfolio of complex, national clients across multiple industries, • Drive strategic planning, design, and execution of total rewards and benefits programs, • Lead and inspire cross-functional client teams to deliver consistent, high-quality consulting deliverables, • Actively engage in client governance, plan performance reviews, and high-stakes presentations, • Identify opportunities to deepen client relationships by delivering innovative, data-driven solutions, • Oversee vendor selection, performance management, and implementation activities, • Provide executive-level support on escalated client and vendor issues, • Develop and present multi-year strategic roadmaps aligned with client priorities, • Participate in and lead new business development efforts, including RFP responses, finalist presentations, and solution design, • Partner across practices and subject matter experts (SMEs) in areas such as pharmacy, absence management, and population health, • Bachelor’s degree required; Master’s degree or advanced professional certification preferred, • 10+ years of progressive consulting or brokerage experience in employee benefits, • Proven ability to grow and retain a book of business through outstanding client delivery and consultative sales, • Demonstrated leadership in managing large client teams and complex benefit strategies, • Advanced knowledge of health and welfare plans, funding methodologies, compliance frameworks, and vendor landscape, • Exceptional executive presence, communication skills, and negotiation capabilities, • Analytical mindset with strong command of benefits financials and performance metrics $140k - $200k Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance, • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement, • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Familiarity with Salesforce CRM and eMoney for client management and financial planning. Work directly with SDCCU members to develop and implement customized financial plans tailored to meet the members individual needs. Provide ongoing advice and service to guide members in pursuit of their financi

Job DescriptionDescription: Introduction: Seabreeze Management Company is a full-service property management firm with a diverse management portfolio of over 150,000 residential and commercial properties. Based in Aliso Viejo, California, Seabreeze has offered an unrivaled client experience to commercial common-interest developments and homeowners’ associations for over 35 years. With offices throughout California, Nevada, Arizona, Idaho, and Washington Seabreeze and its family of companies has expanded its mission to be a trusted advisor and collaborative partner with developments to build thriving associations through superior service and integrity. At Seabreeze, people are at the heart of what we do. Our philosophy, “Passion when combined with commitment, makes anyone unstoppable” is carried out by enthusiastic and customer-centric teams who serve the communities where we work and live. Summary: At Seabreeze Management Company, our motto is “People, Performance, Passion,” and we live that motto every day. By continually improving the service we offer our customers and providing our team with the resources they need, we have the power to create communities wherever we go. As an engaging, high-energy self-starter, the Community Manager embodies our motto through proactive leadership. With an emphasis on service, a Community Manager is organized and articulate and consistently puts the customer first. By partnering with multiple Boards of Directors, the Community Manager must build longstanding relationships to assist in the development of goals for each Homeowner’s Associations. Then, the Community Manager will support the Boards of Directors in deploying the right strategic plans to meet those goals. All major community projects and issues will be managed by the Community Manager. The Community Manager is equipped with industry expertise and comprehensive knowledge of management practices, accounting procedures, personnel practices, Association CC&Rs and Bylaws, inventory and procurement, contract relations, association maintenance and safety practices. Prior management experience as a portfolio manager is required and candidates must hold a CCAM® designation or CMCA®/AMS® designations. Essential Duties and Responsibilities: To perform this position successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Assist multiple Boards of Directors in developing the overall operational strategy of their Association; implement the Boards’ goals; monitor and report status of implemented goals to the Boards., • Maintain client relationships with the Boards by serving as a liaison between the Boards and the management company., • Develop fiscal management policies and procedures that protect each assigned Association’s assets and help maintain property values, review financial reports, and adhere to budgets., • Oversee the bidding process for third party vendors., • Monitor homeowner assessment delinquencies and oversee collection efforts., • Prepare the annual budget by analyzing prior expenditures and assessing new expenditure needs., • Administer all legal issues as well as ensure Association policy and procedure adherence, compliance with governing documents or corporate and civil code, and state and federal obligations., • Maintain all communications with the Boards; creating weekly/monthly reports and action item lists. Maintain past and current Association records and files relating to the operation and management of the Association., • 3+ years of experience in the industry, managing homeowner’s associations, city government, or related experience, • Strong analytical, problem solving and creative thinking skills, • Customer service-driven, • Excellent, effective, and diplomatic verbal and written communication skills, • Understanding of project management, budget management, and strategic goal development, • Proficient in Microsoft Word, Excel, Outlook, and PowerPoint, • CCAM® designation and/or CMCA® and AMS® designations desirable Availability: 8am - 5pm and must be available for evening Board meetings, as necessary. Work Environment: The work environment is a typical office building. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Seabreeze is proud to be an Equal Opportunity Employer that celebrates the diversity of our team. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other legally protected status. For individuals with disabilities who would like to request an accommodation such as an ASL interpreter, please contact People Strategy & Operations at .

Life Insurance and Disability Income Insurance. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brok

Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and t

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Achieved additional professional design

Job DescriptionDescription: Introduction: Seabreeze Management Company is a full-service property management firm with a diverse management portfolio of over 150,000 residential and commercial properties. Based in Aliso Viejo, California, Seabreeze has offered an unrivaled client experience to commercial common-interest developments and homeowners’ associations for over 35 years. With offices throughout California, Nevada, Arizona, Idaho, and Washington, Seabreeze and its family of companies has expanded its mission to be a trusted advisor and collaborative partner with developments to build thriving associations through superior service and integrity. At Seabreeze, people are at the heart of what we do. Our philosophy, “Passion when combined with commitment, makes anyone unstoppable,” is carried out by enthusiastic and customer-centric teams who serve the communities where we work and live. What You Do: By partnering with multiple Boards of Directors, the Senior Community Manager must build longstanding relationships to assist in the development of goals for each Homeowner’s Associations. Next, the Senior Community Manager will support the Boards of Directors in deploying the right strategic plans to meet those goals. All major community projects and issues will be managed by the Senior Community Manager. The Senior Community Manager is equipped with industry expertise and comprehensive knowledge of management practices, accounting procedures, personnel practices, Association CC&Rs and Bylaws, inventory and procurement, contract relations, association maintenance and safety practices. This position includes managing several different accounts during attrition, transition and/or account set up. This position also involves working with various department representatives throughout the company to ensure that all tasks and projects are completed to meet the needs of our clients. Prior management experience as a portfolio manager is required and candidates must hold a CCAM® designation or CMCA®/AMS® designations. Essential Duties and Responsibilities: To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Governance & Compliance • Ensure compliance with Civil Code, local ordinances, and governing documents., • Prepare meeting agendas, board packets, and minutes; oversee follow-ups and board correspondence., • Guide the Board on legislative updates and enforce association rules and policies., • Manage relationships with Board, committees, and residents., • Educate board members on policies and assist with homeowner communication., • Oversee contractors and vendors, ensuring performance and compliance with contracts., • Perform regular site inspections and coordinate special projects and job walkthroughs., • Review financial statements and advise the Board on budget performance., • Coordinate billing, collections, and financial reporting with accounting., • Maintain association files, homeowner rosters, and official records., • Track and manage internal/external deadlines and the association’s annual calendar., • Submit contracts for ratification and manage the bid process., • 3+ years of experience in the industry, managing homeowners’ associations, city government, or related experience., • Strong relationship-building and customer service focus, • Excellent verbal, written, and presentation skills, • Ability to address client concerns professionally and independently, • Demonstrated integrity, professionalism, and team collaboration, • Strong organizational and time management skills, • Able to manage competing deadlines and follow through on commitments, • Knowledge of HOA management, CC&Rs, Bylaws, and contract/vendor oversight, • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint), • Experienced in project management and strategic goal setting, • Analytical and creative thinking skills, • Strong decision-making and conflict resolution abilities, • High School Diploma or equivalent required. Bachelor’s degree preferred. License/Permits/Certifications Required: The individual must have strong written communication skills, and the ability to communicate effectively with employees and clients at all levels of the organization, both verbally and in writing. Work Environment: The work environment is a typical office building. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Seabreeze is proud to be an Equal Opportunity Employer that celebrates the diversity of our team. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other legally protected status. For individuals with disabilities who would like to request an accommodation such as an ASL interpreter, please contact People Strategy & Operations Team at .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Once you have reached your key milestones, you will begin worki

Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Deliver customized solutions and the full resources of Bank of America Merrill. Shift: 1st shift (United States of America).

Do you have excellent tax compliance and consulting skills and a strong desire to join a cutting-edge and innovative tax team? Do you like working to help companies achieve their tax objectives? Do you have a passion for a unique and challenging role? If so, we have the career opportunity to keep you intrigued well beyond the tax code! Work you'll do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible for: * Participating in engagements requiring tax analysis for a variety of entities and their affiliates including reviewing public information and tax-specific information. * Analysis and deployment and use-case identification of innovative technologies and process to drive value and efficiency through our client engagements. * Research and analysis of a wide range of tax issues encountered on our projects while working closely with both our local engagement teams and our Partners. * Day-to-day participation and leading project management and delivery of tax advisory and consulting services to the client. * Day-to-day interaction with engagement teams, both domestically and internationally, in order to ensure proper staffing and participation on engagements teams. The Team: National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of multiple tax service offerings. Each NFTS service offering has been developed and built-in response to a tax planning opportunity, a marketplace need, or a technological innovation - with the purpose of delivering value additive results our clients. Our people are entrepreneurial, innovative, and have always had the work-hard/play-hard mentality. Team members within NFTS are viewed as tax specialists. Deloitte's tax professionals use our proprietary DART technology solution to help clients drive efficient tax cost recovery calculations and tax planning through advanced technologies and data analytics. Specifically, they specialize in a wide variety of fixed asset centric tax services such as: Assisting Clients with annual and interim tax cost recovery computations, including computing depreciation and gain/loss to support federal and state returns. Preparing state tax depreciation schedules and related adjustments for states that have decoupled from federal tax depreciation. Preparing and helping establish additional sets of tax depreciation books, such as Earnings and Profits (E&P) and non-confirming state regimes. Leveraging and utilizing advanced global tax depreciation data analytics and visualizations to help identify tax planning considerations, potential tax risks related to Client's fixed asset data, and identify potential cash tax savings. Assisting Clients with the analysis and validation of the of their carried PP&E timing differences and the related federal and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning. Assisting Clients with RFP development, tax fixed asset vendor demonstrations and tax depreciation software selection. Helping Clients with fixed asset system implementations or upgrades. * Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week. * Limited immigration sponsorship may be available * 3+ years' experience in core tax compliance, including federal and/or international. * Bachelor's degree in accounting, Finance, or another business-related field. * Ability to travel 20%, on average, based on the work you do and the clients and industries/sectors you serve. * One of the following active accreditations obtained, in process, or willing and able to obtain: * Licensed CPA in state of practice/primary office if eligible to sit for CPA * If not CPA eligible: * Licensed attorney * Enrolled Agent * Alternative Certification: * Project Management Professional (PMP) * Chartered Financial Advisor (CFA) * Advanced degree such as MST or MAcc. * Mid-Level to Advanced skills in MS Project, Word, Excel. * Experience with Tax Depreciation Software including Sage, Bloomberg, PowerPlan TFA, etc. * Self-starter with demonstrated ability to effectively handle multiple, competing priorities. * Demonstrated effective research and verbal and written communication skills * Previous Big 4 or large CPA firm experience or equivalent The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580. You may also be eligible to participate in a discretionary annual incentive program subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. The opportunity EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation. Your key responsibilities A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. Responsibilities include * Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution * Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables * Ability to lead projects and work independently, with guidance in only the most complex situations * Incumbent has specialized depth and/or breadth of expertise * Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting * Support effective long-term relationships and manage workflow effectively with our clients * Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics * Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. * Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations * Provide effective leadership, formal and informal feedback, and coaching to team members Skills and attributes for success * Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed * Experience presenting in client conversations regarding complex or difficult topics * Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations * Ability to manage multiple work assignments, team members and deadlines simultaneously To qualify for the role you must have * Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics * Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry * Broad exposure to federal income taxation and exposure to state and local tax * Proficient in the use of various tax and accounting technologies * Excellent teaming, leadership, organizational, and verbal/written communication skills * Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney What we look for We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . * We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. * Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. * Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Job Description What you will do: You’ll use your strong communication and creative problem-solving skills to demonstrate the value of our innovative security and smart business solutions to small business customers while explaining our products and services in depth and recommending the right options for their needs. You’ll work in a dynamic, collaborative environment, partnering closely with business owners, decision-makers, and teammates. This role involves providing tailored solutions by visiting customers at their businesses. You will: • Listen and build trust: By showing up with integrity, empathy, and expertise, you’ll become a reliable advisor small business owners can count on throughout the sales process and beyond., • Customize each system to fit the business’s layout, operations, and security needs, combining security, automation, and life-safety technology in ways that support how they work., • Conduct post-installation follow-ups with customers to confirm commitments were fulfilled and strengthen long-term relationships and referrals., • Cultivate new business opportunities: identify and generate new small business We’re looking for self-motivated, tech-savvy individuals who are passionate about helping others and driven to succeed. If you thrive on connection, enjoy solving problems, and want to make a real impact while growing your career, you’ll fit right in. • High school diploma or equivalent., • Willing to travel within a designated territory using your own vehicle (mileage reimbursed)., • Valid driver’s license and clean driving record required; additional licensing may be needed based on location., • Comfortable using technology to stay organized, efficient, and accountable in a fast-paced sales environment., • Self-motivated and results-driven, with an entrepreneurial mindset; you thrive on uncovering new leads and closing deals that deliver real value., • Strong communicator and natural relationship builder, able to consult with customers, understand their needs, and guide them to the right solution., • Adaptable and flexible; you excel in dynamic environments and enjoy learning new systems and approaches. Compensation: Unlimited earning potential with uncapped commissions. Based upon performance, new sales advisors can expect to earn $85,000, while experienced sales advisors can earn over $150,000. Additional Pay: We equip you with specialized training and the tools you need to meet your financial goals. For your first 8 weeks of training, you’ll earn up to $4,000. Benefits: • Medical, dental, and vision insurance, • 401(k) with company match, • Tuition reimbursement, • Mileage reimbursement, • Short- and long-term disability, life insurance, and well-being programs, • Paid time off, • Culture of professional development and career growth opportunities., • Flexible work schedule to accommodate you and your customers’ needs, • Click here to view our full benefit offerings. Why you’ll love working here: • We boldly shape the future, embracing change, taking smart risks, and continuously improving to create the best experiences., • We lead by taking ownership, empowering you to make decisions, solve problems proactively, and support each other with empathy., • We elevate to serve a greater purpose, going above and beyond to earn trust, celebrate wins, and value every perspective.

Job DescriptionSalary: Over $100k per Year Park Metro Realty, a dynamic and forward-thinking real estate firm renowned for its commitment to excellence and client satisfaction, is actively searching for a seasoned and results-driven Commercial Agent to join its team of professionals. With a sterling reputation for delivering unparalleled real estate services, Park Metro Realty stands at the forefront of the industry, dedicated to fostering growth and success for its clients. The ideal candidate will bring a wealth of experience in commercial real estate transactions, a proven track record of securing lucrative deals, and a passion for exceeding client expectations. As Park Metro Realty continues to expand its footprint, this is an exciting opportunity for a talented Commercial Agent to contribute to the firm's continued success and be an integral part of shaping the future of real estate in the region. Job Duties: 1. Coordinate with buyers, sellers, landlords, and tenants who wish to purchase, rent, or list for sale and/or lease commercial real estate, 2. Work alongside our existing Broker, 3. Work alongside our Senior Commercial Advisor who has 18 years of experience, 4. Work in the office, in the field, and at home, 5. Take and respond to property inquiry calls and emails, 6. Show properties to agents, buyers, and tenants, 7. Actively pursue new buyers, sellers, landlords, and tenants, 8. Call area businesses and property owners for existing lease and sale listings, 9. Coordinate with Director of Marketing and Communications to ensure all printed and digital marketing materials are up to date and accurate, 10. Perform financial analyses for clients, 11. Research zoning, land development, and building requirements, 12. Create, distribute, and collect signed contracts, 13. Manage Escrows, 14. Schedule vendor and onsite contractor meetings, 15. Invoice commissions, 16. Coordinate some transactions Requirements: 1. College Degree preferred, however it is required that candidate not be in college while working, 2. Active CA Realtor License required, 3. Your own database/book of business, 4. Reliable transportation and clean driving record, 5. Ability to understand and communicate in English, 6. Legal ability to work within the United States of America, 7. Ability to work seven days a week, including nights and weekends where necessary, while scheduling time off at your own discretion, 8. Intermediate skill level with Microsoft Office software titles and Google business products, 9. Verifiable previous experience with commercial real estate sales and transactions, 11. Can communicate effectively to property owners as to facility improvements to aid in better attracting quality tenants, 12. Financially solvent Preferences will be given to applicants who meet the following attributes 1. Prepared to put in the extra time and effort to succeed at commercial property transactions, 2. Willing to go beyond standard customer sales and service, 3. Outgoing positive personality; assertive and has no issues striking up conversations with strangers, 4. Strong ability to seek solutions to issues and conflicts that may arise with transactions, tenants, buyers, and sellers, 5. Previous Commercial Real Estate Experience, 6. Ability to understand and communicate in Spanish Compensation shall be commission only and performance-based, depending on your level of experience. There are company property investment options with Park Metro team members. Understanding the significance of fostering trust and security within the real estate industry, our company conducts comprehensive background checks to ensure the integrity and reliability of its team. Furthermore, Park Metro Realty proudly upholds the principles of equal opportunity and inclusivity, embracing diversity in all aspects of its operations and philosophies. The company believes that a diverse team enriches perspectives, fuels innovation, and contributes to a more vibrant and dynamic workplace. Prospective candidates may submit their resums to: .

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. From cutting-edge resources and a collaborative environment to the free

Processing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable. Cetera is currently seeking a Senior Service Professional for our Advisor Support team in San Diego, CA. Able to assist with complex cases and escala

The Senior Advisor Communications & OBA Supervisory Principal will review and approve marketing materials and other public communications as well as review Outside Business Activity and Private Securities Transaction requests from Financial Advisors and home office employees. The Principal will serv

Job DescriptionMarcus & Millichap Capital Corporation (the “Company”) a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) is seeking a Junior Originator to support origination efforts for the company’s rapidly growing commercial real estate capital markets advisory platform in San Diego, CA. The anticipated salary for candidates is $68,640 plus commission. Marcus Millichap is a multi-state employer, and this salary may not reflect positions that work in other states.Key Responsibilities • Responsible for identifying and sourcing new and existing clients in need of commercial real estate debt, equity, and other advisory services., • Proactively develop, foster, and maintain strong relationships with owners, operators, and developers of institutional quality commercial real estate assets for debt and equity origination opportunities., • Responsible for originating, structuring, and closing commercial real estate financing transactions., • Use credit skills to identify strengths and weaknesses of a transaction, while creating structural features to mitigate risks., • Work closely with senior originator to grow the capital markets advisory platform., • Utilize the full resources of Marcus & Millichap to assist in originations, underwriting, risk mitigation, and closing., • Provide advisory services to clients with a goal to obtain “trusted advisor status”., • Participate in presentations and pitches with new and existing clients., • Monitor micro/macro CRE market conditions, attend CRE related conferences, and participate in industry events to identify and source new financing opportunities.Key Attributes / Experience, • Minimum of 2 years of relevant commercial real estate experience, whether advisory, investment banking or other related areas, and a willingness to actively market to and call on potential new client relationships., • Proven track record in, or basic understanding of the process of originating, underwriting and structuring commercial real estate debt and equity mandates., • Excellent due diligence, analytical, negotiating, deal structuring, and financial skills., • Team player who can also assist with the structuring and execution of deals sourced by Senior Originators., • Independent worker with strong client management skills and attention to details, and an ability to adjust to ever-changing business environment., • High level of integrity and professionalism with a hands-on, proactive style., • Entrepreneurial mindset with the motivation to play a critical role in the growth of a platform, within an established organization., • Collaborative approach to building business., • Strategic thinker coupled with the ability to dive into details., • Effective written and oral communication skills with a direct and open communication style., • Ability to contribute to a positive, supportive Marcus & Millichap culture., • Travel as appropriate., • BA required, advanced degree in commercial real estate or finance preferred., • Benefits & Perks:, • Medical, Dental, and Vision Insurance, • Basic Life and AD&D Insurance, • Voluntary Life and AD&D Insurance, • Short-Term & Long-Term Disability Coverage, • Flexible Spending Accounts (FSA), • Cancer Guardian Program, • 401(k) Plan with Company Match, • Wellness Program #LI-CT1At Marcus & Millichap Capital Corporation, we strive to be the best place to work and to be the best commercial real estate financial intermediary. Our valued employees help make this vision a reality by consistently working to exceed the expectations of our clients. Marcus & Millichap Capital Corporation is the real estate capital markets platform of Marcus & Millichap, Inc. With over 200 employees in offices across the United States and Canada, the Company provides commercial real estate capital markets financing solutions including debt and mezzanine financing, preferred and joint venture equity, sponsor equity and loan sales. The Company averages over 2,000 closed transactions annually. Marcus & Millichap revolutionized the real estate brokerage industry. The firm was designed to go far beyond simply facilitating real estate transactions. It was developed as an entire system dedicated to maximizing value for real estate investors. In 1971, founders George Marcus and William Millichap launched a new real estate investment business model based on a unique method of matching each property with the largest pool of pre-qualified investors. This simple premise, coupled with an unfailing drive to measure success by client satisfaction, enabled the company to emerge as the industry’s pre-eminent real estate investment services firm. The founders’ vision has been realized by a commitment to specialization, the willingness to foster a culture of information sharing and the foresight to pioneer real estate technology. Today, Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales, financing, loan sales as well as a leading source of research and advisory services. Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Bloomington, MN or San Diego, CA; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions. · Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing. · Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests. · Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems. · Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently. · Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes. · Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem. · Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy. · Ownership: A proactive approach to following up on open items until they are fully resolved. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 3600 American Boulevard West, Bloomington, MN 55431; or 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: Senior Financial Aid Counselor Department: Student Financial Aid Report To: Director of Financial Aid Job Type: Full-Time, Exempt Location: Onsite Only/ San Diego, CA Salary: $28 - $32 Per Hour The New School of Architecture & Design’s team seeks a qualified Senior Financial Aid Advisor. The Senior Financial Aid Counselor is an onsite position at our Downtown San Diego campus. The Senior Financial Aid Counselor supports the mission of the College and the Office of Student Financial Aid by ensuring the delivery of financial assistance for all students. We seek a candidate who can demonstrate knowledge of federal financial aid regulations experience, provide high-quality counseling services, and perform public speaking and outreach functions as needed; This position Performs daily operations for processing financial aid and special programs as assigned by the supervisor, awards, and makes decisions concerning student eligibility for assistance and other administrative services task and reports to the Director of Financial Aid. Responsibilities • Manage a dedicated caseload, providing students and their families with individualized counseling in all aspects of the financial aid process, including verification, alternative financing, and responsible debt management., • Provide regular outreach and follow-up to students on outstanding items such as incomplete or missing loan applications, financial aid forms, and other documents required for packaging., • Determine financial aid eligibility of students based on institutional, state, and federal regulations; prepare detailed financial aid packages and award letters and certify student loan applications., • Perform regular file reviews to ensure compliance with institutional, state, and federal regulations; adjust student aid packages and adjust funds based on changes to students' enrollment statuses., • Review all pertinent internal and external data and reports to ensure aid is being processed timely and accurately, including, but not limited to, registration reports, ISIRs, and transfer credit evaluations., • Exercise discretion and demonstrate strong professional judgment when making decisions in special or complex circumstances; seek assistance from the Director and, when appropriate, provide recommendations to best resolve these cases., • Remain current on all institutional, state, and federal regulations; participate in regular training and professional development on best practices to ensure compliance., • Represent the Office of Financial Aid Planning at college-wide events, including Open Houses, Accepted Students' Days, student registration events, and orientations., • Assist the Director with other projects as needed. Qualifications • Bachelor's degree required with a minimum of three years’ experience in higher education., • Two years’ experience working as a Financial Aid Counselor required., • Knowledge of financial aid management systems and/or student information systems., • Strong interpersonal skills, including the ability to cultivate and manage relationships with students and their families; also, must demonstrate strong verbal and written communication skills., • Must be detail-oriented, with the ability to self-manage multiple projects while working under deadlines during the year's peak times., • Bilingual language is a plus.

Job Description This is not a traditional sales position. This role is best described as a consultative, client-service-focused advisor position. The clients you work with have already expressed interest in coverage or requested information. Your role is to guide them through their options, answer questions, and help them enroll in the coverage they requested. You will meet with individuals and families virtually (via Zoom or phone), ensuring they understand their options and feel confident in their decisions. This is a 1099, performance-based role with structured training, mentorship, and clearly defined advancement pathways. No cold calling. No chasing. You will work exclusively with individuals and families. who have already requested information or assistance regarding their insurance needs. Key Responsibilities: · Learn and follow proven company systems to deliver a high-quality client experience · Follow up with warm leads and prior client inquiries · Conduct virtual client meetings via Zoom or phone · Educate clients using a consultative, service-first approach · Help clients enroll in coverage they have requested · Maintain clear, professional, and timely communication · Collaborate with team members to ensure consistent client support · Meet performance benchmarks to unlock growth opportunities · Participate in weekly virtual training and professional development · Build and maintain long-term client relationships using company-provided and self-generated leads Qualifications: · 3+ years of experience in sales, customer service, or a related field preferred (No sales experience - we have openings for those who want to serve others in a consultative way) · Strong verbal and virtual communication skills · Comfort with technology and modern digital tools · Excellent time management and organizational skills · Professional, dependable, and service-oriented · Coachable mindset with a willingness to learn and improve Requirements: · Flexible availability, including some evenings or weekends · Reliable smartphone, computer, and internet access · Ability to pass a background check · Ability to complete contracting requirements · Active Life & Health Insurance License or willingness to obtain one with support Compensation & Growth: · Commission-based compensation (1099) · Performance bonuses and incentive opportunities · Clear advancement and leadership development pathways · Annual company trips for qualifying producers · Discounted personal insurance coverage options Compensation is based on individual performance and production. No income is guaranteed, and results vary based on effort, consistency, and market conditions. Licensing Support If you do not currently hold a Life & Health Insurance License, Taubman Financial Management provides guidance, resources, and support to help you obtain it—often within 7–10 days, depending on individual effort and state requirements. About Taubman Financial Management: Taubman Financial Management is an established organization built on vision, integrity, and a commitment to serving families at the highest level. Our mission is simple: to help people protect what matters most—and to leave every individual better than we find them. We take a modern, professional approach to the insurance industry by combining advanced technology, streamlined systems, and genuine human connection. This allows us to deliver an efficient, empowering experience for both our clients and our advisors. Final Note This role is ideal for professionals who enjoy helping people, value structure and accountability, and are comfortable with performance-based growth. If you are seeking hourly pay or a traditional W-2 position, this role may not be the right fit. If you’re looking for a consultative, service-driven opportunity with long-term upside, we’d welcome the conversation.

Job DescriptionBefore applying to this job opening, please review the Company's Applicant Privacy Policy located at: This Applicant Privacy Policy governs the Company's collection, use, and sharing of personal information you provide during the application process. Service Advisor III - Kearny Mesa Ford/Kia Non-Exempt Job Summary: The Service Advisor III provides exceptional customer service, oversees complex service operations, and leads a team of service advisors. In this role, you will leverage your extensive automotive knowledge to address advanced customer inquiries, guide service technicians, and contribute to the overall efficiency and success of the service department. Essential Functions: • Serve as a senior point of contact for customers, ensuring high professionalism and customer satisfaction., • Handle escalated customer concerns and complaints, providing effective resolutions and maintaining positive customer relationships., • Provide guidance and support to Service Advisors I and II, assisting them with complex customer issues and technical inquiries., • Demonstrate advanced knowledge of automotive systems and repairs, offering expert guidance to customers and service technicians., • Stay updated on manufacturer technical bulletins, recalls, and service procedures to inform customers and support service operations., • Collaborate closely with service technicians to troubleshoot and resolve complex technical issues, ensuring accurate diagnostics and repairs., • Drive and inspect customer vehicles to identify and recommend additional services or repairs that may benefit the customer based on vehicle condition and manufacturer recommendations including upsell service packages and promotions, as appropriate., • Foster a positive team environment through effective communication and collaboration., • Optimize service department workflow and scheduling to maximize efficiency and meet customer expectations., • Coordinate with the parts department to ensure timely availability of required parts for scheduled jobs., • Monitor the progress of each vehicle throughout the service process, ensuring quality repairs and timely completion., • Ensure accurate documentation of customer interactions, service details, and financial transactions in the dealership’s computer systems or service management software., • Review and approve repair orders (ROs) and invoices, ensuring accuracy and compliance with dealership policies., • Oversee the collection of payments from customers and manage financial transactions with attention to detail., • Maintain a well-organized and clean work environment, including the service advisor’s desk and customer waiting areas., • Maintain satisfactory attendance. Minimum Qualifications: • 5 years of experience in an automotive service advisor role., • Valid driver’s license and safe driving record; required to have California driver's license within 30 days following date of hire., • At least one year of verifiable driving experience., • Extensive experience as a Service Advisor in an automotive service environment, demonstrating a proven track record of delivering exceptional customer service., • Advanced technical knowledge of automotive systems and repairs, with the ability to provide expert guidance and support., • Ability to lift up to 15 pounds., • Willingness to participate in ongoing training and professional development., • Training in automotive technology., • Strong leadership skills, with experience in mentoring and developing team members., • Excellent communication and interpersonal skills, capable of effectively interacting with customers, colleagues, and service technicians., • Exceptional organizational abilities and the ability to prioritize tasks in a fast-paced environment., • Prolonged periods of standing while interacting with customers, attending to service orders, and coordinating with the service team., • Frequently move around the service area to assist customers, check on service progress, and interact with team members., • Extended periods of sitting at a desk or workstation to handle administrative tasks such as entering data, preparing invoices, and managing schedules., • Repeated keyboard and mouse use for data entry, managing service records, and communicating via email or software., • Typical dealership or repair shop environment, including noise, dust, and varying temperatures., • May occasionally visit service bays or workshops to discuss vehicle issues with technicians., • Many odors may be present., • Noise moderate. Employee Benefits Include: • Medical Insurance, • Dental Insurance, • Vision Insurance, • Employer Paid Life Insurance, • Employer Paid AD&D, • 401k (with Employer match), • Vacation Package, • Tenure recognition and awards, • Vehicle Purchase Discount Program, • Vehicle Service Discount Program, • Golf Benefits at Maderas Golf Club (subject to qualification) If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check. Sunroad is committed to providing reasonable accommodations to qualified individuals with disabilities to ensure equal employment opportunities and access to all programs, services, and activities. If you require accommodations to participate in the application process or to perform the essential functions of the job, please contact the HR Department to discuss your needs confidentially. We will work with you to identify appropriate accommodations based on your specific circumstances and in compliance with applicable laws. We are an Equal Opportunity Employer (M/F/D/V) and maintain a drug-free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check. Sunroad is an Equal Employment opportunity and Affirmative Action Employer. We are committed to providing equal opportunity in all of our employment practices, including selection, race (including traits historically associated with race such as hair texture and protective hairstyles such as braids, locks, and twists); religion; religious creed; religious dress/grooming; color; age (40 and over); sex; sexual orientation; gender; gender identity (meaning a person’s identification as male, female, a gender different from the person’s sex at birth, or transgender); gender expression (including a person’s gender-related appearance or behavior, whether or not stereotypically associated with the person’s sex at birth); national origin; ancestry; citizenship status; uniform service member status; military or veteran status; marital status; pregnancy; childbirth; medical conditions related to pregnancy, childbirth, or breast feeding; medical condition (including cancer related or HIV/AIDS related); handicap; physical disability; mental disability; genetic characteristics; genetic information; or any other protected status in accordance with the requirements of all federal, state and local laws. Our Equal Employment Opportunity Policy applies equally to interns and volunteers. Company DescriptionFounded in 1977, Sunroad Enterprises is a diversified holding company based in San Diego. Sunroad consists of three distinct divisions: Automotive, Real Estate and Maderas Golf. With successful ventures across multiple countries, we bring a strategic focus to seeing developments come to life. Sunroad Enterprises is one of the largest minority-owned businesses in San Diego and has earned numerous quality commendations from local, regional, and national organizations. Please visit our website to learn more about our endeavors and career opportunities: in 1977, Sunroad Enterprises is a diversified holding company based in San Diego. Sunroad consists of three distinct divisions: Automotive, Real Estate and Maderas Golf. With successful ventures across multiple countries, we bring a strategic focus to seeing developments come to life. Sunroad Enterprises is one of the largest minority-owned businesses in San Diego and has earned numerous quality commendations from local, regional, and national organizations. Please visit our website to learn more about our endeavors and career opportunities:

Job Description Summary: As Centura’s Training Specialist, you will be instrumental in driving the firm’s long-term success by designing and delivering high-impact training programs that deepen technical mastery across advanced tax strategies, complex wealth transfer planning, alternative investments, consultative sales and more. Through collaboration with advisors, firm leadership, and internal and external experts, you will cultivate a scalable learning environment that equips our team members to deliver unparalleled service to our ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients. Primary Responsibilities: Training Program Development • Design and execute a comprehensive training roadmap that supports Centura’s mission, growth objectives, and UHNW/HNW service model., • Build scalable, repeatable learning structures that strengthen advisor excellence and operational consistency., • Adjust the training program as the firm expands into new markets, introduces new service offerings, adopts new technology, or enhances the UHNW/HNW client experience., • Build training around Centura’s internal processes, such as client review processes, plan updates, alternative investment workflows, compliance requirements, and tax strategies., • Conduct training needs analysis across departments, • Track performance metrics and skill progression, • Refine curriculum based on advisor needs, industry changes, and firm strategy, • Build compliance awareness and regulatory updates into training programs to ensure all advisors operate with the highest standards of fiduciary care., • Design structured development pathways for each department and individual role to equip team members with the training, resources, and support needed to advance their skills and achieve their long-term career goals., • Create SOPs, templates, toolkits, playbooks, videos, and e-learning modules to set up team members for success., • Develop tiered learning programs (Foundational ? Intermediate ? Advanced ? Expert), • Create structured curriculum for core platforms such as CRM, planning software, custodial systems, workflow automation, and reporting tools. Ensure efficient adoption and consistent usage firmwide., • Create training modules to help advisors effectively collaborate with COIs (attorneys, CPAs, insurance professionals, and outside specialists) who serve UHNW/HNW clients., • Develop digital training modules, on-demand videos, microlearning lessons, and reference guides to support self-directed learning and reinforcement., • Deliver high-impact virtual and in-person training sessions, workshops, and learning series., • Coach advisors on complex tax, estate, investment and insurance needs, • Facilitate workshops that leverage real-world scenarios, advanced planning case studies, and multi-disciplinary problem-solving exercises to deepen advisor understanding of UHNW/HNW client complexities., • Provide 1:1 and group coaching to advisors and operations staff., • Deliver ongoing training related to Centura’s core technology stack, including CRM systems, financial planning platforms, analytical tools, portfolio systems, and workflow automation tools., • Teach planning, asset management, and insurance strategies to ensure consistency and excellence across the firm., • Conduct Continuing Education-eligible courses and partner with internal/external subject matter experts to deliver specialized sessions on emerging planning techniques, regulatory updates, tax law changes, and industry shifts., • Lead internal strategy sessions, learning circles, lunch-and-learn events, and technical deep dives that encourage knowledge sharing and team development., • Deliver training programs that strengthen the leadership skills of managers, team leads and emerging leaders within the firm., • Facilitate learning experiences that strengthen collaboration between Advisory, Operations, Investments, Compliance, and Client Service departments. Promote alignment, shared goals, and unified workflows., • Facilitate team-building workshops, retreats, and collaborative sessions that strengthen trust, communication, and cohesion across leadership and departmental teams. Technical Knowledge • Deep understanding of wealth management concepts, including:, • Advanced tax planning, • Estate and wealth transfer strategies, • Trust structures and multi-generational planning, • Alternative investments (private equity, private credit, and private real estate), • Portfolio construction and risk management, • Familiarity with UHNW client needs, • Strong instructional design capabilities, with the ability to build structured, scalable training programs., • Ability to convert complex technical content into clear, digestible learning materials tailored to different audiences and roles., • Skilled in adult learning principles, curriculum development, and blended learning formats (live, virtual, e-learning, microlearning)., • Exceptional facilitation and presentation skills with the ability to engage diverse learners across all levels of the firm., • Strong written communication skills for creating training guides, playbooks, SOPs, and reference materials., • Capability to analyze training needs, skill gaps, and performance data to design targeted development solutions., • Strong critical-thinking and problem-solving skills to evaluate UHNW planning scenarios, workflows, and processes., • Excellent planning, prioritization, and project management abilities, with skill managing multiple training initiatives simultaneously., • Ability to coordinate with multiple departments (Advisory, Operations, Investments, Compliance) to ensure alignment and effectiveness., • Ability to collaborate effectively across all levels of the organization, including advisors, managers, executives, and support staff., • Ability to influence, motivate, and empower individuals who have diverse levels of technical expertise., • Commitment to staying current on tax law changes, planning innovations, industry trends, and best practices., • Ability to adapt training programs as the firm evolves, grows, or expands into new service areas., • Bachelor’s degree in Finance, Business, Education, Psychology or related field required., • Advanced planning credentials strongly preferred (CFP®, CFA®, CAIA®, JD, LLM or similar)., • Instructional design training or adult learning methodology experience, • 5+ years in wealth management working specifically with the UHNW / HNW, • Demonstrated understanding of tax planning, estate planning, wealth transfer strategies, and investment structures for UHNW clients., • Deep understanding of alternative investments in private equity, private credit, and private real estate, • Communication, • Results-Oriented, • Teamwork, • Influencing Others, • Adaptability, • Emotional Intelligence, • Relationship Building, • Vulnerability, • Project Management We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

Job DescriptionDescription: Aldrich CPAs and Advisors is looking for Tax Managers. The position involves working closely with our clients in a variety of industries. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. A Tax Manager provides client service, relationship management, and consulting services. This role serves as the tax expert and coordinates all aspects of the tax relationship. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you. Check out more about Aldrich at . Requirements: You'll Get a Chance To • Coordinates and plans service delivery to clients, including conducting review meetings, • Participates in the creation and development of processes and infrastructure designed to service clients, • Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives, • Manages all aspects of the client relationship, • Leads new client prospecting, designs presentations, and leads closing meetings, • Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals, • 6+ years recent experience in public accounting with a primary focus on tax, • Ability to supervise others, • Excellent research and writing skills At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits and Retirement Savings: • Medical, dental, and vision insurance, • Life and disability insurance, • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits, • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank, • 10 Paid Holidays, including two Floating Holidays, • 16 Hours of Volunteer Time, • 6 week Paid Sabbaticals every 7 years You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at . What You Should Know Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required. This is not a remote position, but hybrid work options are available and candidates must be legally authorized to work in the United States without the need for employer sponsorship. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. EQ2hSTnD6N

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. 8688HJJ2gL

Job DescriptionAbout Us: Edwards Construction Group is a premier commercial construction firm that has been building the critical infrastructure for communities across California for decades. What truly sets us apart is our integrated, hands-on approach to building. We believe in empowering our people, not just constructing great projects. With a team of nearly one-hundred industry professionals, we deliver projects across key sectors, including K-12, Higher Education, Civic, and Private Commercial. Our expertise is rooted in a commitment to excellence, driven by innovation in technology, and grounded in an uncompromising dedication to safety. At ECG, we provide mentorship and growth opportunities in a collaborative environment where every voice is valued. If you are a professional who thrives on challenges and is ready to contribute to a forward-thinking, industry-leading team, we invite you to apply! About the Role: The Senior Estimator plays a critical role in the early success of every project. You will be responsible for developing accurate and comprehensive cost estimates from conceptual budgeting through final bid submission. Working closely with Preconstruction, Operations, and Executive Leadership, you will help ensure every bid is complete, competitive, and aligned with project goals. This is not just a takeoff role, it is a strategic position that requires strong analytical thinking, sound judgment, and proactive collaboration across teams. You will lead preconstruction services for complex commercial construction projects delivered through progressive design-build, CMAR, and negotiated delivery methods, where the contractor is responsible for establishing and validating the Guaranteed Maximum Price (GMP). This role functions as both a technical estimator and a strategic project partner, collaborating with owners, designers, and internal operations teams to develop accurate budgets, manage risk, and guide projects from conceptual planning through final GMP. You will play a key role in winning work, shaping project scope, and ensuring financial success before construction begins. Job Duties: • You will lead estimating and cost planning efforts from concept through issued GMP, including conceptual, schematic, design development, and construction document estimates., • You will review construction documents to define and scope work accurately., • You will perform detailed quantity takeoffs, cost analysis, and unit pricing for materials, labor, equipment, and general conditions., • You will prepare complete, competitive, and defendable estimates, proposals, and bid packages aligned with project scope and contract requirements., • You will coordinate all aspects of the estimating process, including bid management, documentation tracking, and pre-award negotiations., • You will solicit, evaluate, and level subcontractor and supplier bids, maintaining qualified subcontractor/vendor lists and assessing qualifications and financial stability., • You will validate quantities, production rates, market pricing, and GMP assumptions, including risk, allowances, and contingency strategies., • You will facilitate progressive design-build pricing evolution and provide value analysis, constructability input, and cost guidance to the project team., • You will participate in owner, architect, and design meetings as the contractor’s cost advisor., • You will reconcile estimates with design teams and owner representatives and track design changes and budget impacts in real time., • You will prepare and present detailed estimate narratives, bid summaries, and scope analyses to support decision-making., • You will guide subcontractor buyout strategy, early trade partner involvement, and procurement planning for long-lead items and escalation risks., • You will support post-bid activities, including project buyout assistance and cost clarifications for Project Managers., • You will maintain and develop estimating databases, historical cost data, pricing resources, and trade rate references., • You will continuously improve estimating processes and workflows to increase accuracy and efficiency. Requirements Professional Skills: • Bachelor’s degree in Construction Management, Engineering, or related field preferred (or equivalent experience), • 8+ years of estimating experience in commercial and/or public works construction with senior-level responsibility for complex projects, • Strong knowledge of construction methods, materials, and cost structures, • Experience performing quantity takeoffs, cost analysis, budget development, and producing accurate, competitive estimates under deadlines, • Ability to read and interpret construction drawings, specifications, and contracts, • Experience soliciting, evaluating, and leveling subcontractor and supplier bids, • Experience supporting value engineering, cost optimization, and risk analysis, • Experience with Progressive Design-Build, Lease-Leaseback, CM at Risk (CMAR), Negotiated / Relationship-Based Contracts, Early Contractor Involvement, and Multi-Phase GMP development, • Understanding of project scheduling, sequencing, and site logistics as they relate to costs, • Proficiency in estimating and construction software (e.g., Bluebeam, PlanSwift, Procore, Sage), • Familiarity with local codes, permitting, and regulatory requirements, • Strong written and verbal communication for internal teams and external stakeholders Personal Strengths: • Analytical, detail-oriented, and proactive problem-solver, • Self-motivated with a sense of ownership over projects, • Collaborative team player who works effectively across multiple departments, • Strong judgment and decision-making under pressure, • Adaptable in a fast-paced construction environment, • Highly organized with the ability to manage multiple bids and priorities, • Integrity and professionalism when interacting with clients, vendors, and subcontractors Edwards Construction Group, Inc. offers a comprehensive benefits package, including: • Competitive salary based on experience, • Medical, Dental, & Vision insurance, • 401(K) matching, • Paid time off A typical hiring range for this position is $140,000 - $150,000 USD salary with the final offer based on your qualifications, job-related skills, and relevant experience. In addition, ECG's total rewards offering also includes comprehensive benefits, continuing education bonus program, and opportunities for career growth. ECG is an equal opportunity employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment is decided on the basis of qualifications, merit, and business needs.

Job Description Who We Are: West Yost is a water resource management and engineering firm focused exclusively on water. Since our founding in 1990, we have partnered with public agencies including cities, counties, utilities, and water districts to plan, design, and deliver water, wastewater, and stormwater solutions that support safe, reliable, and resilient communities. Our team of more than 260 professionals brings together expertise in groundwater, water supply, treatment, infrastructure, recycled water, stormwater, construction management, and operations technology. We support projects from early planning and permitting through design and construction and complement our engineering services with program management and public outreach to help clients move work forward and engage their communities. We are proud to be certified as a Great Place to Work®, and to be recognized among Fortune’s® Best Workplaces in Consulting and Professional Services from 2023 to 2025, as well as a top-ranked firm in the AEC Advisors Diversity Index. At West Yost, we are committed to being the water firm of choice for our clients and our team, advancing water resources for future generations through strong partnerships, practical solutions, and a shared commitment to quality. Compensation Range: $150,250 - $210,050. Based on our Irvine, CA office location. (West Yost uses geographic salary differentials that would apply for candidates in other regions). Status: Full-time, Exempt Location: Our preferred locations are – Irvine, Sacramento, Davis, or San Diego ( ). This is a Hybrid role with 3 days in the office and 2 days remote. Position Description: Surface and Storm Water Practice Area Lead This role will have close collaboration with executive leaders and other practice area leads across the firm. West Yost is seeking an entrepreneurial and collaborative leader to grow and guide our Surface and Storm Water practice across California. This is a unique opportunity to shape the future of a practice area that is essential to resilient communities and integrated water management. Our Surface and Storm Water Practice Area Lead (PAL) will lead a team of passionate, multidisciplinary professionals within a company known for its values-driven culture, technical excellence, and strong client partnerships. At West Yost, we prioritize long-term relationships—with our clients and our people. We are 100% employee-owned and deeply committed to fostering an environment of trust, mentorship, and continuous learning. This role is ideal for a technically strong and relationship-savvy professional who is motivated to make a lasting impact. The PAL will be empowered to build the practice with support from West Yost’s leadership, access to our robust network of sector leaders and clients, and resources to expand their influence regionally. This position also offers a clear path to future advancement, including potential progression to a Business Sector Leader role, for individuals who demonstrate initiative, vision, and integrity. In addition to technical and project leadership, the PAL will partner with West Yost’s Business Sector Leader managing the operational and financial health of the practice. This includes planning and managing growth, developing new and existing markets, and driving consistent revenue performance for the practice. Essential Duties: Practice Leadership and Development • Provide leadership, direction, and mentorship to a team of engineers and technical staff across multiple offices., • Foster a collaborative, growth-oriented team environment, focused on technical excellence and client service., • Balance team workload, track resourcing needs, and support recruiting and onboarding of new staff., • Guide quality control/quality assurance efforts and support technical skill development aligned with career progression., • Develop and implement an annual business plan aligned with company strategic goals., • Lead efforts to expand the Surface and Storm Water portfolio, identifying emerging markets, trends, and client needs., • Identify and pursue stormwater and surface water project opportunities across California., • Strengthen and expand client relationships with public agencies and regional partners., • Establish annual performance goals and practice-level Key Performance Indexes (KPIs) in partnership with the BSL., • Partner with the Business Sector Leader (BSL) to track performance against revenue, utilization, backlog, write-offs, and other KPIs., • Manage forecasting, utilization, and resource planning to meet practice area revenue and profit targets., • Coordinate with Area Market Leads, Client Service Managers, and other PALs to cross-sell West Yost services., • Support grant strategy, pursuit of funded projects, and alternative delivery models., • Serve as project manager, technical advisor, or QA/QC lead for complex water resources projects., • Oversee and contribute to hydrologic and hydraulic modeling using tools such as HEC-RAS, HEC-HMS, SWMM, InfoWorks, and similar platforms., • Lead or contribute to design and planning of storm drainage systems, flood control infrastructure, and green/nature-based solutions., • Integrate restoration of wetlands, riparian corridors, and riverine systems into infrastructure planning where appropriate. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without written notice. Qualifications: Required Education and/or Experience • Bachelor’s degree in Civil, Environmental, or Water Resources Engineering., • 15+ years of experience in consulting engineering with increasing leadership responsibility., • PE licensure in California, or ability to obtain within 6 months., • Demonstrated expertise in stormwater and flood control modeling and design., • Proven ability to manage financial performance, lead strategic pursuits, and translate technical expertise into market growth strategies., • Proven experience mentoring staff and leading multidisciplinary project teams., • Master’s degree in Civil or Environmental Engineering., • Background in environmental restoration or green infrastructure., • Knowledge of regulatory and funding frameworks (e.g., FEMA, SWRCB, Cal OES). This position may require travel to other offices and/or client offices. A Little About the West Yost Life: You will experience many opportunities to grow and develop professionally with your colleagues through collaborative in-person work experience, knowledge sharing, and mentorship opportunities. We also offer hybrid and flexible work schedules to our employees to help promote and encourage a healthy work/life balance. All of our team members have access to local and company-wide events, our Diversity, Equity and Inclusion Workgroup, Culture Workgroup, Wellness Workgroup, book clubs, charitable giving and community service, firm-wide resources, peer groups (young professionals & middlers group), and mentorship and leadership programs. We support and foster your career success and encourage you to be in control of your future with us. At West Yost, we make space for connection across the firm. Each month, we hold an all-hands meeting that bring together team members from every location, including those working remotely, to stay aligned and engaged. Individual sectors and teams also hold their own monthly meeting. At the local level, our offices host gatherings, from camping trips and river rafting to community events and celebrations. Once a year, we come together in person for our Annual All Staff event, a firmwide experience focused on learning, networking, and building relationships across teams. That evening, we continue our longest-standing tradition, the Duck Dinner, where West Yosters are encouraged to bring a guest and enjoy a night of great food, connection, and entertainment. We work hard, and we place equal value on having fun. Our commitment to quality begins with our hiring practices. We employ the most talented team members in our industry from all backgrounds. We are highly selective of the individuals we choose to represent the firm, seeking only those individuals whose technical abilities and commitment to client service matches our vision for excellence. We are dedicated to our number one asset, our employees. Because we are employee-owned, we are responsible for and rewarded by our own success. Come to West Yost where, with our support, you’ll do the best work of your life. Standard Benefits: We provide a comprehensive array of valuable benefits to protect your health, your family, and your way of life. Benefits include medical, dental, vision, flexible spending accounts, health saving accounts (with West Yost contribution), paid vacation, paid sick leave and holidays, two employee assistance programs, travel assistance program, 401(k) profit sharing with employer match, leaves of absence with additional supplemental paid time off, parental leave, life and AD&D insurance, short-term and long-term disability insurance, and even pet insurance. Other Unique Benefits: You’ll be provided with support in on-going education through our 529 college savings plan/student loan repayment program, tuition reimbursement, paid professional memberships, paid training, and Leadership Academy programs. You’ll be recognized for your contributions at West Yost through milestone anniversary benefits, peer to peer recognition programs, the potential for employee stock ownership, annual monetary and paid time off bonuses, performance-based bonus eligibility, merit increase eligibility, and employee referral bonuses. We also offer a wellness reimbursement. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionDescription: Bring Your Curiosity. Bring Your Drive. Bring Your Leadership. At Goal Solutions, we are transforming the consumer finance industry through technology, data, and innovative servicing solutions. As our company continues to grow, we are looking for a Vice President of Business Development to lead strategic revenue growth initiatives and expand our partnerships across fintech originators, investment firms, banks, and credit unions. This is a highly visible executive role responsible for identifying, developing, and closing high-value partnerships that fuel long-term company growth. How This Role Fits In Our leadership team is focused on building a high-performing, forward-thinking organization that delivers exceptional servicing solutions to clients across consumer lending markets. The VP of Business Development plays a critical role in expanding Goal’s market presence by developing new client relationships, strengthening strategic partnerships, and driving measurable revenue growth. You will collaborate closely with executive leadership, operations, marketing, and product teams to ensure new opportunities align with Goal’s long-term strategy and operational capabilities. Impact You'll Make in This Role · Drive measurable revenue growth through strategic client acquisition and expansion of key partnerships · Build and maintain a robust pipeline of enterprise-level opportunities across fintech, banking, and capital markets · Strengthen Goal’s brand positioning within the consumer loan servicing marketplace · Establish repeatable, scalable sales processes aligned with executive growth strategy · Cultivate long-term strategic client relationships that generate sustainable recurring revenue · Serve as a trusted advisor to clients, helping them design servicing solutions that support their growth What You'll Do Strategic Business Development & Revenue Growth · Develop and execute territory and market strategies aligned with company growth goals · Identify and prioritize high-value prospects across fintech, banks, credit unions, and investment firms · Lead complex enterprise sales cycles from discovery through contract execution and implementation · Maintain disciplined outreach cadence to generate consistent pipeline activity · Represent Goal Solutions at industry conferences and networking opportunities Consulting & Relationship Management · Conduct executive-level discoveries to understand client objectives and servicing gaps · Present customized financial servicing solutions and platform capabilities · Build strong executive relationships throughout extended sales cycles · Maintain ongoing communication with clients to ensure long-term partnership success Sales Operations & Pipeline Management · Utilize Salesforce and CRM tools to track pipeline health, forecasting, and performance metrics · Provide market intelligence and sales insights to executive leadership · Collaborate with marketing to refine messaging and prospect engagement strategies Cross-Functional Leadership · Partner with operations, finance, compliance, and executive leadership to evaluate new opportunities · Ensure alignment between client solutions and operational capabilities What You Bring · Proven success leading enterprise B2B sales within fintech, lending, or financial services · Experience selling loan servicing, lending platforms, or financial infrastructure solutions · Demonstrated ability to generate pipeline and close complex, long-cycle deals · Strong executive presence and consultative selling approach · Exceptional relationship-building and negotiation skills · Ability to travel approximately 35% Minimum Qualifications · Experience in consumer servicing Preferred Qualifications · Established network within consumer lending or fintech ecosystems · Experience working with investment firms, banks, or credit unions · Experience negotiating LOIs, servicing agreements, or partnership contracts · Experience driving revenue growth within a scaling fintech organization Essential Functions · Develop and execute strategic sales plans aligned with organizational growth targets · Lead complex B2B enterprise sales cycles from prospecting through implementation · Analyze market trends, financial data, and competitive landscapes to inform strategy · Communicate effectively with executive-level clients and internal stakeholders · Negotiate high-value contracts and partnership agreements · Manage and prioritize multiple long-cycle opportunities simultaneously Why You'll Love Working Here People stay at Goal Solutions because they can grow, innovate, lead, and make meaningful impact. We invest in our people so they can deliver exceptional results for our clients. Benefits include · Budgeted annual salary: $180,000 · Competitive salary + bonus eligibility · 401(k) with 4% company match · Medical, dental, vision, life insurance, disability, and critical illness coverage · Annual HSA contribution: $1,700 · 14 paid holidays every year, including your birthday! · Free snacks and beverages in the office · Paid Parental Leave · Tuition reimbursement · $2,000 Vacation Incentive + $1000 Sabbatical after 3 years About Goal Solutions Goal Solutions (“Goal” or the “Company”) is an innovative financial services company delivering comprehensive and customizable Primary and Backup Servicing, Asset Management, and SPV Administration solutions. Driven by technology, data science, and industry expertise, Goal is a strategic partner across the entire consumer finance lifecycle. Our experienced leadership team has worked collaboratively for over a decade, managing over $42B in consumer assets. Directly or through its subsidiaries, GSS Data Services, Launch Servicing (“Launch”) and Turnstile Capital Management (“TCM”), Goal serves key markets such as residential solar, home improvement, student finance, and a growing number of personal loan providers. Currently, Goal supports a variety of clients including hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities. Goal will continue to grow the business both organically and through acquisitions. Senior Goal leadership has been working together for over fifteen years and we pride ourselves and our work on our mission, values, culture, and service to our community. Our company is headquartered in San Diego, CA and has been named “Best Places to Work” by the San Diego Business Journal since 2015. The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change. Requirements:

Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.