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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 $120,000-$170,000+ 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

Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA 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: 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.

Job Title: Vice President of Human Resources Location: San Diego, CA (Hybrid / Remote flexibility) Compensation: $160,000 – $200,000 + bonus About the Opportunity Our client is a high-growth, nationally recognized organization within the financial services space, known for its strong culture, innovation, and consistent recognition as a top workplace. As the company continues to scale, they are seeking a Vice President of Human Resources to play a critical role in shaping the next phase of growth. This is a highly visible leadership position offering the opportunity to influence both strategy and execution. You’ll partner closely with executive leadership to build and evolve a best-in-class HR function—driving organizational effectiveness, enhancing employee experience, and ensuring the infrastructure, talent, and culture are in place to support continued expansion. The ideal candidate thrives in a dynamic environment and enjoys balancing big-picture strategy with hands-on leadership, making a meaningful impact across all aspects of HR. Key Responsibilities HR Strategy & Leadership • Develop and execute a scalable HR strategy aligned with business goals, • Serve as a trusted advisor to senior leadership on organizational design, workforce planning, and change management, • Champion a strong, values-driven culture and employee engagement initiatives, • Oversee full-cycle recruiting and talent acquisition strategy, • Lead performance management, leadership development, and career pathing initiatives, • Oversee HR systems (HRIS), data, and reporting to drive informed decision-making, • Manage compensation, benefits, and total rewards strategy in partnership with finance, • Lead and develop a small HR team, fostering accountability and collaboration, • 10+ years of progressive HR experience, including senior leadership responsibility, • Proven experience building or scaling HR functions in mid-sized or growing organizations, • Strong expertise in employee engagement, talent management, and HR operations, • Experience leveraging HRIS platforms (e.g., Paylocity or similar), • Excellent communication, leadership, and problem-solving skills, • High visibility with executive leadership, • Opportunity to shape and scale the HR function in a growing organization, • Balance of strategic leadership and hands-on impact Apply directly or send your resume to Katie Illam at .

Job DescriptionSalary: $25-$26/hr Client Service Coordinator Position Summary The Client Service Coordinator is a key operational and client-facing role responsible for delivering exceptional service to existing clients, ensuring accuracy of client records, supporting the advisor with meeting preparation, and coordinating day-to-day administrative, marketing, and service activities. This position acts as the primary liaison between clients, the advisor, and internal/centralized service teams to ensure a seamless client experience and efficient office operations. This role is responsible for managing client inquiries, coordinating account activities, processing insurance and financial service documentation, and maintaining accurate records in compliance with regulatory and company standards. The Client Service Coordinator plays a critical role in fostering strong client relationships, enhancing client satisfaction, overseeing the operational and marketing needs of the team, and contributing to the overall efficiency and professionalism of the organization. The ideal candidate is detail-oriented, client-focused, highly organized, and comfortable handling multiple priorities in a fast-paced environment. Primary Responsibilities Client Service & Relationship Support • Serve as a primary point of contact for clients via phone, email, and in-person interactions, • Handle client service requests including:, • Policy changes and estimates, • Late pay inquiries and resolutions, • Input Factfinder data into CRM, • Type and send compliant correspondence and manage incoming mail/email requests, • Track and document all client interactions accurately in the CRM Sales Support & Case Management • Lead Generation Identify prospects and COIs, • Prepare Feed List and oversee Referral Tracking in CRM, • Phone in-force clients for review appointments (age changes and birthdays), • Run APB/Term Conversion Call Lists, • Manage targeted campaigns for phoning, • Confirm/reschedule appointments as needed, • Prepare client meeting files and supporting documentation for advisor meetings, • Assist with application prefills, • Create Households for all contacts in CRM, • Maintain open case inventory and ensure case status is current and accurate in the CRM, • Support delivery preparation, scheduling delivery meetings, and obtaining required signatures Business and Data Management • Support team Strategies, Activities, and Tactics, • Assist with Joint Work Partner Reviews, • Maintain, track, and record production records and compare to business plan (forum, lives, premium, GDC, advisory fees, plans, new clients, etc.), • Run reports from Automated Client Builder System for Board of Reviews (BORs) and weekly/monthly client builder Marketing & Client Experience Support • Oversee and maintain FR website, • Assist with client appreciation initiatives, loyalty programs, gifts, and tokens, • Help maintain CRM Engage and support client communication campaigns as directed, • Coordinate logistics for client seminars or marketing events when assigned, • Support maintenance of approved digital presence (e.g., LinkedIn or additional platforms as applicable) Compliance & Administrative Support • Ensure client files contain proper documentation and are audit-ready, • Submit outgoing correspondence and advertising materials to the Director of Network Office Supervision (DNOS) as required, • Maintain insurance and investment licenses and CE tracking (including tracking for state renewals), • Maintain securities and non-securities compliant log and file, • Check all phone numbers against Do-Not-Call lists (automatic if entered into CRM), • Track client gifts and adhere to firm compliance guidelines, • Assist with password maintenance Office Administration & Operations • Answer incoming calls and direct inquiries appropriately, • Open, prioritize, and route mail and correspondence, • Manage advisor and office calendars, including meeting scheduling and reminders, • Coordinate travel arrangements and meeting or conference registrations as needed, • Coordinate and facilitate all Team Meetings (weekly tactical; monthly/quarterly/annual strategic meetings), • Participate in Network/Agency Meetings, • Oversee day-to-day operations, • Manage payroll and reconcile bank statements Skills & Qualifications Preferred Qualifications • Bachelors Degree, • 2+ years of client service, operations, project management, or administrative experience, • Excellent written and verbal communication skills, • Strong client service orientation with professional communication skills, • High attention to detail and accuracy, • Strong organizational and time-management skills, • Ability to manage multiple priorities and deadlines, • Proficiency with Microsoft Suite

Job DescriptionDescription: Solomon Ward is seeking a Transactional Attorney - with experience ranging anywhere from mid-level Associate to a Partner - to join our thriving practice. You will handle sophisticated matters for a diverse client base, including M&A, financings, commercial contract negotiations, and general corporate matters, with direct client contact and meaningful responsibility. We offer a competitive salary, comprehensive benefits package, and a supportive work environment. The Opportunity You will work closely with Partners and clients on: • Financings, restructurings and recapitalizations., • Mergers and acquisitions, joint ventures, and other strategic transactions. What We're Looking For • Minimum 4 years of private law firm experience in financings, M&A, and general transactional matters., • Active California bar admission., • Sharp analytical and problem-solving skills, with sound business judgement., • Excellent communication and interpersonal skills, and a client-service mindset., • Ability to work independently while thriving in a collaborative team environment. At Solomon Ward, we invest in you and prioritize your growth and success with: For Associates: • Origination bonus: Earn 15% of monthly collections on matters you originate, empowering you to cultivate your own client base., • Billable expectations and generous production bonus: A manageable 1,750 annual hours target, with rewards for excellence—including a 5% base salary bonus at 1,800 hours, plus 40% of your billing rate for every hour beyond 1,800., • Business development support: Ample funding and encouragement for networking and marketing efforts at all levels. For Partners: • No capital contribution or buy-in required., • A single equity class of partnership for all Partners., • Formula-based compensation system that applies equally to all Partners., • Flexible hybrid model: Blend in-office collaboration with remote work for optimal work-life balance., • Retirement security: 401(k) and profit-sharing plans to build your financial future., • Health and wellness: Comprehensive coverage including medical, dental, vision, long-term disability, and flexible spending accounts via a Section 125 plan. Solomon Ward has built its success on lawyers who are passionate about excellence and client loyalty. Our goal for every attorney is to emerge as a leader in their field, become a trusted advisor and advocate for clients, and ultimately achieve partnership, while attaining both personal and financial fulfillment. Central to our mission is providing ethical, high-quality, and effective legal services while ensuring fulfillment and satisfaction for our partners, associates and staff. We view our clients and our people as our greatest assets, and we actively promote professional development through robust training and mentorship to ensure your continued growth. Requirements:

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

GENERAL COUNSEL & ASSISTANT CORPORATE SECRETARY About Father Joe’s Villages For more than 75 years, Father Joe’s Villages has worked to prevent and end homelessness, one life at a time. As Southern California’s largest homeless services provider, we are a cornerstone of the San Diego social services landscape and a trusted partner in delivering housing, healthcare, and supportive services to individuals and families in crisis. With approximately 500 employees and an annual operating budget of $75M, our organization serves more than 12,000 individuals annually, including approximately 2,000 people housed each night across our shelter and housing network. Our work is delivered in a highly complex, multi-program environment spanning housing, healthcare, behavioral health, employment services, and education—supported by a diverse portfolio of public funding, government contracts, grants, and philanthropic investment. This creates a sophisticated regulatory, compliance, and risk landscape that requires disciplined governance and strong enterprise legal leadership. Leadership and Culture Father Joe’s Villages is led by a highly engaged Board and Executive Leadership Team committed to innovation, accountability, and continuous improvement in service of our mission. Under the leadership of our CEO, Deacon Jim Vargas, the organization has strengthened its operational and financial foundation while expanding its ability to deliver integrated housing, healthcare, and supportive services to the community. Our culture is grounded in our CREED, which guides how we work with clients, colleagues, and partners every day: Compassion, Respect, Empathy, Empowerment, and Dignity. This values-driven methodology shapes both our services and our approach to leadership, collaboration, and decision-making across the organization. The Opportunity Father Joe’s Villages is seeking a General Counsel & Assistant Corporate Secretary to serve as its chief legal officer and a key member of the Executive Leadership Team, reporting directly to the President & CEO. This is a rare opportunity to step into a visible, enterprise-level legal leadership role at a mission-driven organization operating at scale and complexity. The General Counsel will play a critical role in safeguarding the organization, strengthening governance, and enabling sound decision-making across all areas of operations. This position is ideal for a seasoned legal executive who is drawn to mission-driven work, organizational complexity, and the opportunity to modernize and strengthen legal and compliance infrastructure within a dynamic nonprofit environment. Key Areas of Impact Executive Leadership and Strategic Counsel • Serve as primary legal advisor to the CEO, Executive Leadership Team, and Boards of Directors, • Provide legal and risk guidance on organizational strategy, operations, and major initiatives, • Serve as Assistant Corporate Secretary to two Boards of Directors, • Advise on governance, fiduciary duties, and nonprofit best practices, • Lead enterprise employment law strategy and workplace investigations, • Advise on employee relations, discipline, termination, accommodations, and leave matters, • Oversee contracts, grants, leases, and complex agreements, • Lead contract and grant compliance across funding sources, • Serve as HIPAA Privacy and Security Officer, • Direct litigation and claims strategy across multiple operational areas, • Oversee insurance programs and risk mitigation strategies, • Provide legal oversight for acquisitions, dispositions, leasing, and financing, • Lead and develop the Legal and Compliance function, • Supervise legal and compliance staff, • Manage budget and outside counsel relationships, • Build scalable legal infrastructure and systems The Ideal Candidate • Juris Doctor (JD) from an accredited law school and active membership in the California State Bar in good standing, • 10–12+ years of progressive legal experience, including significant depth in corporate governance, employment law, contracts, compliance, and litigation, • At least 5 years in a senior leadership role advising executives and Boards of Directors, • Experience in nonprofit, healthcare, housing, or similarly regulated, multi-funding environments strongly preferred In addition, the ideal candidate will bring: • Strong executive judgment with the ability to balance legal risk, operational realities, and mission impact, • Proven ability to advise senior leaders and Boards in complex, high-stakes environments, • Sophisticated understanding of enterprise risk management and regulatory compliance in multi-program organizations, • Ability to operate with independence, discretion, and sound decision-making in ambiguous or fast-moving situations, • A collaborative, solutions-oriented approach to legal leadership that enables - not obstructs - mission delivery Work Schedule This is a full-time, exempt executive leadership position. The role is primarily hybrid, with a combination of onsite and remote work depending on organizational needs. Standard business hours are expected, with the understanding that executive-level responsibilities may require flexibility, including occasional evenings, early mornings, or weekends to support Board meetings, urgent legal matters, litigation needs, or operational issues. The role includes occasional travel within San Diego County to program sites, properties, and external meetings. Compensation And Benefits Starting Salary Range: $200,000 to $225,000 annually (commensurate with experience and qualifications) Father Joe’s Villages offers a comprehensive benefits package, including: • Medical, dental, and vision insurance, • Retirement plan, • Generous paid time off plan and company holidays, • Employee assistance and wellness programs, • Professional development opportunities, • Additional voluntary benefits Why Join Father Joe’s Villages At Father Joe’s Villages, legal and compliance leadership plays a critical role in sustaining programs that support individuals and families experiencing homelessness. The Legal Department partners closely with executive leadership and the Board to ensure strong governance, sound risk management, and responsible stewardship of resources. This role offers the opportunity to contribute to a mission-driven organization where legal strategy directly supports the delivery of housing, healthcare, and supportive services to thousands of individuals each year. Employment Requirements Employment is contingent upon successful completion of applicable pre- and post-employment requirements, which may include background screening, verification of education, licensure, and professional credentials, health screenings where applicable, and any other role-specific requirements. These checks are conducted following a conditional offer of employment and in accordance with organizational policies and regulatory standards. Equal Employment Opportunity Father Joe’s Villages is an equal opportunity employer committed to building a diverse and inclusive workforce. All qualified applicants will receive consideration without regard to protected characteristics under applicable law.

Outside Sales Representative Sunstate Equipment Co.: Where Safety and People are Core Values We care about our People and it shows! Location - Burbank California Pay - $85,000 to $105,000 depending on experience Sunstate Advantages • Competitive base wage + uncapped commission opportunity, • Medical, dental, and vision insurance, including plans with no employee premiums (plus HSA options with employer contribution), • 401(k) with company match, • Company-paid life, short-term, and long-term disability insurance, • Paid time off, paid holidays, and sick time, • Weekly pay, • Employee Assistance Program and wellness resources, • Uniform, work boot, and tool programs (role dependent), • Employee recognition programs and growth opportunities, • Company truck, cell phone, and laptop provided About the Role The Outside Sales Representative (OSR) is responsible for growing revenue and market share by acquiring new business and expanding relationships within existing accounts. This role focuses on providing equipment rental solutions that meet customer needs through consultative selling, proactive prospecting, and strong territory and account management. The OSR builds credibility as a trusted advisor by demonstrating deep product knowledge, professional communication, and consistent follow-up. Duties and Responsibilities: • Proactively identify, pursue, and secure new business opportunities to grow revenue and market share, • Build and manage a healthy sales pipeline through disciplined prospecting and lead conversion, • Develop and execute territory plans to strategically prioritize and maximize customer coverage, • Establish and maintain strong, professional relationships with customers through regular engagement at jobsites and offices, • Educate customers on Sunstate's products, services, and applications to support their operational needs, • Present compelling proposals and negotiate pricing that balances customer value with Sunstate's financial objectives, • Demonstrate confidence and skill in closing deals across all customer segments, • Use CRM to document daily activity, manage follow-ups, and track trends; ensure accurate and timely entries, • Collaborate with internal teams (Dispatch, Branch Managers, Sales Leaders) to ensure customer satisfaction and seamless execution, • Resolve customer concerns with urgency and professionalism, ensuring long term relationship strength, • Stay informed on industry trends, competitors, and local market dynamics, • Attend and participate in professional associations and networking events to increase brand visibility, • Maintain compliance with all Sunstate policies, safety standards, and operational procedures, • High School/GED Preferred but Not Required, • No specific degree required, • Strong understanding of Sunstate's equipment and service offerings or ability to learn quickly, • Comfortable navigating job sites and interacting with various customer types (field, office, decision-makers), • Excellent verbal and written communication skills; able to tailor messaging and present solutions effectively, • Skilled in consultative selling, negotiation, and closing techniques, • Highly self-managed with strong time management, planning, and organizational abilities, • Proficient in CRM and Microsoft Office Suite; able to use mobile devices to manage tasks and communication, • Demonstrated resilience and adaptability in fast-paced, competitive environments, • Ability to frequently climb into/out of trucks and equipment trailers; able to lift up to 50 lbs. regularly and 90 lbs. occasionally, • Must be 21 years of age or older with a valid driver's license and an acceptable driving record, • Ability to obtain and maintain a DOT medical card At Sunstate, every employee is valued, respected, and fairly compensated. More importantly, every employee has a voice that deserves to be heard. We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work. No matter which location you visit, you can't help but feel the close-knit work-family environment. We have strategically and organically grown our company from within, promoting from the ground up and providing employees with opportunities to explore their different passions within our own walls. This culture allows our people to develop valuable, marketable skills they can use throughout their career. Plus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! Be YOU at Sunstate At Sunstate Equipment, we are actively fostering a workplace culture where individuals of all identities and life experiences feel genuinely valued, respected, and appreciated. As a proud equal-opportunity employer, we wholeheartedly welcome candidates from diverse backgrounds and cultures. We recognize and celebrate the unique perspectives they bring, with the understanding that they are the fuel for the innovative ideas that drive the evolution of our industry Sunstate is a proud Second Chance employer that evaluates every candidate on a case-by-case basis. Sunstate Equipment Co. is an Equal Opportunity Employer A Drug Free Workplace and Participates in E-Verify

Company Description As the leader in Digital Employee Experience, Nexthink gives enterprises real-time visibility into how employees experience technology across devices, applications, networks, and digital workflows. Our platform helps IT teams move from reactive support to proactive, automated experience management: seeing issues, diagnosing root causes, fixing problems at scale, and increasingly using AI to deliver faster, more intelligent outcomes for employees. Nexthink describes its platform as a unified DEX data and automation layer with AI-powered IT agents and Spark, built to help teams decide, design, automate, and resolve employee issues instantly. This is a rare opportunity to sell into a market that is still expanding, highly relevant to every CIO, and increasingly central to how enterprises think about productivity, AI adoption, employee experience, and operational efficiency. Nexthink has been recognized as a category creator and global leader in DEX, with recent investment activity valuing the company at $3 billion. #LI-Remote Job Description As a Client Director, you will own Nexthink's most important and complex enterprise relationships. This is not a traditional account management role. You are the executive face of Nexthink to a defined portfolio of marquee accounts - driving renewals, expanding platform adoption, and building the kind of multi-threaded, CxO-level relationships that create lasting customer loyalty and significant revenue growth. You will be the one connecting Nexthink's capabilities to what matters most to your clients: reducing IT costs, improving employee productivity, and protecting the digital workplace at scale. If you are an enterprise sales leader who thrives on complexity, operates naturally at the executive level, and knows how to turn a strong renewal into a transformative partnership - this role was designed for you. What You'll Own • Executive Relationship Management - Build and deepen multi-level relationships within your assigned accounts, from IT and service desk teams all the way to CIO and C-suite. You are the trusted advisor your clients call when they have a problem or an opportunity., • Account Growth and Expansion - Develop and execute strategic account plans that drive license expansion, professional services adoption, and renewal excellence. You set the commercial direction for your portfolio and are accountable for the results., • Strategic Value Delivery - Partner with your clients to build a clear, outcomes-driven roadmap that aligns Nexthink's platform to their business priorities. You don't just renew contracts - you help customers realize measurable value., • Virtual Team Leadership - Orchestrate internal Nexthink resources across functions and geographies to deliver an outstanding client experience. You set the tone, lead the strategy, and hold everyone accountable to the customer's success., • Global Account Development - Manage worldwide deployment and development of your assigned accounts, including coordinating resources across regions to ensure consistent, high-impact engagement., • 10+ years of enterprise technology sales or account leadership, with a track record of consistently exceeding multi-million dollar revenue targets, • 2+ years in a Client Director, Strategic Account Executive, or equivalent role managing and growing large, complex enterprise accounts, • Direct experience in IT Service Management, IT Operations Management, Digital Employee Experience, or adjacent enterprise software categories, • You are a strategic thinker and a skilled operator - you can build a three-year account vision and close the quarter, • You run disciplined pipelines, qualify rigorously, and don't chase the wrong opportunities, • You are a natural relationship builder - people trust you because you do what you say you're going to do, • You are intellectually curious and learn fast - Nexthink operates in a fast-moving market, and you adapt quickly, • You lead virtual teams by influence, not authority - and you're good at it, • Market leadership. Nexthink is recognized as a leader in the Digital Employee Experience space by Forrester and Gartner. We are not chasing the category - we are defining it., • Real executive access. Your accounts are among the world's largest enterprises. You will operate at the highest levels of IT and business leadership., • Significant earning potential. Your portfolio includes Nexthink's most strategic accounts. The upside is real and tied directly to your ability to grow relationships and deliver value., • A product that works. Customers choose Nexthink because it solves real problems - reducing IT costs, cutting ticket volume, improving employee satisfaction, and accelerating transformation programs. You will never struggle to show ROI. At Nexthink, we offer one of the most comprehensive and generous benefits plans. Your totalrewards compensation package includes base salary and may also include a commission or performance bonus plan. We provide our US employees with 100% covered company benefits that consist of health, dental, vision as well as access to life insurance, long-term disability, and accidental death/personal loss coverage. In addition, we offer: • Flexible Hours and unlimited vacation (employees have unlimited paid time off on top of the 15 days of holidays we offer), 11 company-paid holidays, and 3 extra days for volunteering., • Hybrid work model that balances office and remote work, with structured onboarding to foster connections and team integration., • Free accessto professional training platforms to explore your interests and enhance your skills., • Up to 16 weeks of paid leave for birthing parents/primary caregivers, 6 weeks for secondary caregivers., • Plan for the future with a 401(k) plan featuring up to 4% company matching contributions, vesting immediately, to grow your retirement savings. Videos To Watch

Hybrid Filing Deadline: Fri 5/8/2026 ___ 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 4/27/26 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 will be a part of the UAW-RPSP union moving forward. DEPARTMENT OVERVIEW: The Mission of the San Diego Supercomputer Center is to translate innovation into practice. SDSC adopts and partners on innovations in industry and academia in the areas of software, hardware, computational and data sciences, and related areas, and translates them into cyberinfrastructure that solves practical problems across any and all scientific domains and societal endeavors. Cyberinfrastructure refers to an accessible, integrated network of high-performance computing, data, and networking resources and expertise, focused on accelerating scientific inquiry and discovery. With more than 250 employees and $30-50M of revenue a year, SDSC is a global leader in the design, development, and operations of cyberinfrastructure. SDSC supports hundreds of multidisciplinary programs spanning a wide variety of domains, from earth sciences and biology to astrophysics, bioinformatics, and health IT. SDSC presently operates multiple large HPC systems, ranging from a 120k x86 CPU core general purpose system to a system explicitly designed for Artificial Intelligence and Machine Learning, and a nationally distributed systemopen for all of academia to integrate with. SDSC offers research data services across the entire vertical stack from universally scalablestorage to consulting services on FAIR, Big Data, and AI. SDSC offers a rich set of cloud services, both on-premise and in the commercial cloud, and as hybrid services across both. SDSC has three geographic scopes: a national scope supporting cyberinfrastructure for the entire US research and education community, a California scope with a special focus on convergence research that addresses the three dominant threats to CA: Drought, Fire, Earthquakes, and a campus scope focusing on advancing the global impact of SDSC by advancing the research objectives of the UC San Diego faculty, researchers, and students.SDSC impacts researchers at scales from 1,000 to Millions. SDSC annually trains thousands of researchers in cyberinfrastructure tools and software, and supports thousands of individual researchers via Unix accounts on its large HPC systems. SDSC was a leader in developing the Science Gateway concept, and continues to be a global leader in its evolution. SDSC operates multiple major gateways with user communities ranging from the tens of thousands to the millions. SDSC's educational programs include online courses that have been attended by more than a million students. SDSC is committed to democratizing access to cyberinfrastructure across all of its geographic scopes. SDSC strives towards a culture thatsupports our employees to be their best, achieve their goals, and enjoy their lives, both professionally and personally. The Business Services Division of SDSC provides all the administrative functions for the center, as well as certain pooled technical services. The administrative function requires management of all SDSC fiscal resources, which come from over 100 different fund sources, preparation and submission of proposals, management of human resources, management of space and facilities, and the administration of large complex recharges or self-supporting activities, including Colo, cloud storage, IT Desktop and Systems, and Web/DB operations. The Business Services Division also provides technical services from its Web Application, Database, and Documentation Development group, which offers programming, database administration and documentation services both to SDSC Divisions and to individual PIs and awards. The Research Administrator 3 will use skills as a seasoned, experienced research administrator to independently develop and / or oversee research proposals, awards and / or transactions related to contract and grant management and maintains contract and grant records in compliance with institutional research sponsor policies. They will work on proposals and awards of diverse scope where analysis of data requires thorough understanding of complex regulations; complete and approve transactions for signature by manager or other authorized institutional official as well as work on complex proposals and awards that may involve multiple investigators and / or multiple sub awards. The incumbent will also guide less experienced staff. Department Role (DR): Typically works on complex proposals such as grants / contracts which require task budgets, option years, multiple investigators and multiple sub awards. The incumbent will provide analytical and financial support to Principal Investigators (PIs) at the Supercomputer Center in proposal processing, contract and grant administration, and budget development, including pre-award proposal initiatives, management of funds post-award, and closeout activities for federal, state, local and private sponsors. Involves activities associated with forecasting, planning, and managing of research portfolios by performing some or all of the following: coordinating and identifying and developing and/or presenting proposals, contracts and other agreements; reviewing proposals to ensure institutional compliance; negotiating, administering and monitoring contract and grant awards, including compliance with regulations, terms and conditions; financial management and reporting from a variety of campus systems, including Kuali, UCPath, and Oracle Financial; and sub award/subcontract issuance and administration. Type of Proposals: Highly complex proposals involving one or more of the following: multiple departments; multiple institutions (subawards); institutional cost-sharing; institutional commitment proposals; responsive to award agency proposal requirements (RFP, RFA, PA); numerous integrated projects; Program Project or Center applications, Service Agreements and Contracts; extensive variety of agencies and number of awarding entities; significant and unique reporting requirements; equipment acquisition or fabrication; performance milestones. Type of Awards - Funds managed will be for awards received as a result of submission of proposals described above. Type of Self-Supporting Activities - The self-supporting activities and research recharge operations are large and complex in nature (income > $500K). Contributions to Development of Policies and Procedures - Provide team leadership in the development of policies and procedures; approve or recommend for approval changes. The incumbent will perform Fund Management duties as outlined below annually: ~Number of Proposals Submitted: ~30 ~Dollar Amount of Proposals Submitted: ~ $30M (total costs) ~Percentage of Proposal Types: 50% or more Unsolicited, RFA, Center, Contracts, Cost-sharing; <25% subaward proposals, <25% institutional commitment proposals; extensive variety of agencies. ~Number of Awards Managed: 30-35 ~Dollar Amount of Awards Managed (separate direct and indirect costs):$6M (direct cost), $2.3M (indirect cost) applying to extramural awards. ~Percentage of Award Types: 50% or more Standard Federal, Subaward, Cost-Sharing, Program Project, Center Grant, LSAs and Contracts; <25% subawards; <25% cost sharing; moderate number of awarding entities. ~Post award reporting complexity: Varies based on the funding agency such as Federal; DARPA, DOD, NIH, NSF and State as well as private and international and University funding type such as agency and/or conference accounts and service agreements. ~Number of PI's supported: 10-15 Additional complexity/workload responsibilities: UCPath funding entry; Faculty with joint appointments in Health Sciences; Scripps Institute of Oceanography; Division of Social & Physical Sciences; Jacobs School of Engineering, Physics . Proposal submission for faculty appointments held within the above named units or Chancellor or VC areas. For more information, please visit: ___ * Bachelor's degree in related area and / or equivalent experience / training. * Ability to perform complex financial analysis and customized reporting. Experience using Oracle financial or other types of financial reporting applications. * Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports. Ability to read and understand the UCSD general ledger produced by General Accounting to interpret into local reports, knowledge of University accounting and purchasing policies and procedures to support the Center's financial structure; knowledge and skill in the use of Oracle financial systems for inquiry and data entry information on purchase orders, travel, and UCPATH on-line subsystems. Ability to train support staff on these systems. * Ability to review and analyze budgets for funds and appropriateness of expenses against agency regulations. Knowledge of budgeting, accounting principles and bookkeeping to maintain department financial records and produce reports and reconcile discrepancies. * Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment. * Experienced with all types of award mechanisms, including grants, contracts, subcontracts, and cooperative agreements. Maintains current knowledge of compliance regulations in all areas of research administration. * Thorough knowledge of contractual document or proposal formats and requirements of federal, state, and private agencies. Demonstrated skill in collecting cost data for large proposals, including salary information, large equipment acquisition and sub-award data. Preparing multi -year proposals with these elements. * Ability to manage significant volume of transactions. Ability to work in a fast-paced environment with overlapping deadlines and short lead times and maintain a high level of attention to detail, and ability to work with a high degree of accuracy. Ability to identify problems and recommend actions to present to central campus and senior management. Effective problem-solving skills. * Job offer is contingent upon satisfactory clearance based on Background Check results. * This position will be a part of the UAW-RPSP union moving forward. 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. 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. 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 05/15/2026 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. Candidates hired into this position will have the ability to work remotely. UCSD's Office of Coverage Analysis Administration (OCAA) is dedicated to ensuring billing compliance for clinical research. A coverage analysis harmonizes the clinical trials protocol, budget, contract and informed consent to determine what is billable to insurance based on federal/state billing regulations including Medicare's National Coverage Decision (NCD) 310.1 as well as other third-party billing rules. It ensures consistent application of Medicare rules across studies, and consistent application of study documents. The office works with other key offices, including the Human Research Protection Program and the Office of Clinical Trials Administration to assure harmonization of regulatory and budgetary processes in clinical trials. The Sr. Clinical Trial Coverage Analyst (SCA) will have full understanding of a clinical trial protocol and related regulatory documents in order to prepare clear documentation of who the payor will be for all medical procedures and services required in a clinical research project. The SCA determines whether proposed clinical projects are a qualifying clinical trial as defined by CMS' Medicare Clinical Trial Policy and determines what is billable after reviewing the Medicare Benefits Policy manual, relevant National Coverage Decisions (NCDs) and Local Coverage Decisions (LCDs), Code of Federal Regulations (CFRs), state laws, and when necessary, consulting with the Medicare Administrative Contractor (MAC) for this region. The SCA will perform coverage analyses that include the development of the coverage analysis (CA) grid and billing justifications of varying complexity with information provided by the Principal Investigators, Study Teams, and other departments (i.e. HRPP, OCTA, and OCGA) in compliance with UCSD policies. The SCA must be extremely comfortable working with numerous databases and electronic information, able to quickly read and comprehend large amounts of scientific, medical, and legal text. The coordinator will have initiative, use good judgement and tact, interact with various internal and external customers with ease, and be highly resourceful and motivated in resolving clinical project issues in order to fulfill campus objectives. Candidates should have clinical research finance experience (e.g. clinical study budget development and negotiation experience), a strong understanding of protocol design and conduct, as well as an understanding of applicable federal, state and local clinical research billing laws, regulations and policy. The incumbent is an experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems / issues of diverse scope and determines solutions. May conduct special projects as assigned by a Supervisor. Performs other duties as assigned. Uses skills as a seasoned, experienced research compliance professional with a full understanding of industry practices and organization policies / procedures to apply federal, state, and university regulations, policies, and guidelines, and promote best practices. Interacts frequently with investigators, persons in other organizational departments, and occasionally persons outside the University. Interactions require the use of tact and independent judgment, knowledge of standards and best practices, and counseling to resolve a wide range of research compliance issues. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Errors or omissions may ultimately place research participant at undo risk and / or compromise the institution's assurance of regulatory compliance with the federal government. * Seven (7) year's of related experience or a Bachelor's degree in a related area plus three (3) years of relevant experience. * Thorough knowledge and experience with quantitative and qualitative research design; scientific research concepts and terminology. * Demonstrated ability to manage a high volume workload, multitask and meet rigid deadlines. Ability to work independently and quickly with self-motivation and good judgment. Ability to handle multiple projects and tasks simultaneously. Possess strong organizational and analytical skills with attention to detail. * Demonstrated self-discipline and sound, independent judgment completing complex assignments. Demonstrated excellence in reliability and attendance. * Thorough knowledge and ability to apply all relevant Federal, state, and university regulations, policies, and federal guidance documents. Ability to rapidly research online resources for information supporting billing rules and regulations. Ability to quickly read and comprehend large amounts of electronic text comprised of scientific, medical and legal language. Strong problem-solving and decision making skills. * Demonstrated proficiency in public speaking, and writing. Proven ability to communicate effectively and participate in multidisciplinary discussions regarding the health sciences campus research process and related details to a wide audience (scientists, physicians, nurses, staff, sponsors, and the general public.) * Understanding of stock options, consulting agreements and other corporate documents related to research and analysis of potential conflicts of interest. * Excellent interpersonal skills including tact, diplomacy, flexibility and professionalism in dealing with faculty, staff and industry representatives. Excellent communication skills both verbal and written. * Ability to maintain professional manner in short-fuse and time-sensitive situations. * Ability to establish and maintain cooperative and mutually supportive working relationships with faculty, administrators, staff, other campus units, UC system units, and sponsoring agencies and companies. * Ability to be flexible and adapt within an ever-changing, dynamic, service-oriented environment and operate effectively within a team. Ability to effectively collaborate with multiple departments. * Advanced skills in using software applications such as Microsoft Excel, Microsoft Word, Microsoft PowerPoint, database applications, and internet search engines. Ability to learn new systems with ease. * Experience working with faculty, administrators, and staff in an academic medical center, health care or university environment. * Demonstrated expertise in coverage analysis, protocol assessment, IRB submission, or clinical trials budgeting/negotiation and/or industry contracting. * Knowledge of research regulatory requirements (including FDA and other federal and state regulations, such as SB 37 and NCD 310.1), GCP/ICH guidelines, and special requirements for drug and medical device trials, as well as ICD and CPT coding and clinical research billing modifiers. Knowledge of regulatory, financial and administrative requirements of third party billing for clinical care or research. • Must be able to work various hours and locations based on business needs., • Employment is subject to a criminal background check., • Employment is subject to pre-employment physical for those who work in clinical settings and/or with patients., • Performs other duties as assigned., • Complies with all policies and standards. 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).

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. Position Summary: Under the general direction of the Manager of Student Advising, Campus Director, or Associate Director, Student Engagement, the Student Advisor (SA) will work to ensure the academic student success of Alliant's student population enrolled in Alliant degree or certificate programs. The SA performs a variety of academic advising and student service functions, including student outreach, course registration, degree audits, tuition payments and financial aid assistance. The incumbent must be able to organize and plan work and be capable of handling multiple assignments; prioritizing them in a constantly changing work environment. This position requires multi-tasking abilities, exceptional interpersonal/cross-cultural communication skills, the ability to complete tasks with accuracy and meet deadlines and take the initiative and demonstrate the ability to effectively problem-solve. The SA will be responsible for monitoring the progression of students from admission to commencement. They will ensure open lines of communication with campus departments to proactively resolve student issues and provide exceptional customer service. The SA handles sensitive information necessitating considerable use of tact, discretion and judgment; and must exhibit a high level of professionalism. Salary Range: $25.64 - $27.69 an hour ($50,000 - $54,000 annualized) Full-Time, Non-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: Bachelor's Degree from an accredited four-year college or university. Master's Degree in College Student Personnel services preferred. Experience: Two (2) years of professional experience in a post-secondary institution. preferred; Certifications, Licenses, etc.: None. Skills: • Proficient computer skills, in particular with Microsoft Office Suite, Campus Nexxus Student, Salesforce/Starfish or other CRM software., • Excellent customer-service skills, including sensitivity to cultural diversity and ability to communicate and interact effectively with people of all ages and diverse background., • Ability to work effectively as a team player; highly motivated, focused and results oriented., • Excellent oral and written communication skills., • Ability to exercise discretion and tact in all interpersonal contacts, and to maintain confidentiality at all times., • 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. • Ability to track academic progression through Campus Nexxus or equivalent databases., • Uses independent judgement to monitor students' academic success through ongoing outreach, advising meetings, and data analysis., • Assists with registration, degree audits, transfer evaluation, advancement to candidacy, etc., • Reviews academic progress of assigned students and works to develop individualized success plans., • Assists students with tuition payments, financial aid resources, etc. Support includes pro-active outreach and communication with students, including monitoring the non-financially cleared (NFC) list and attendance., • Supports New Student Orientation and Commencement. 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: 288761

Job Description About Us: Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino's dynamic culture, please visit our Hughes Marino blog, Instagram, Facebook, and Twitter. The Role: Whether you are considering a brokerage career in commercial real estate or are already deeply entrenched in the field, Hughes Marino has the tools, training, and infrastructure to supercharge your productivity and effectiveness. We are searching for extremely talented individuals to be valued members of our San Diego office. In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. Our goal for all brokers is to master every aspect of being a high-performance corporate real estate advisor, including procuring their own clients and leading the advisory and execution portions of specific transactions, as well as managing relationships with portfolio clients who we represent on a national or global basis. Hughes Marino has an incredible training program for brokers of all levels, typically resulting in experienced advisors realizing a three times increase in their revenue within a few years of joining our team, with immediate results within the first 12 months, and newer brokers being able to achieve much earlier success in their careers. We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture consultants, and many other niche areas of specialization. Brokers receive their own private office within a beautiful office environment. Desired Skills and Expertise: • A California Department of Real Estate broker's or salesperson's license required to be in process or already obtained., • Commercial real estate experience is strongly preferred., • Bachelor's degree required., • We are looking for candidates with excellent interpersonal skills as well as extremely high levels of work ethic, determination, and motivation., • Candidates must have a warm personality and the ability to work well in a team environment. We respect your privacy and will always keep your identity 100% confidential. Job Posted by ApplicantPro

Job DescriptionDescription: Solomon Ward is seeking a talented Litigation Associate ready to dive into a dynamic, client-focused practice. Join a firm where your expertise in legal research, discovery management, motion drafting, and client engagement will make a real impact. We're committed to fostering top-tier advocates who thrive on delivering exceptional results. If you're an ambitious litigator eager to build a thriving career in a supportive, high-caliber environment, this is your chance to shine. We provide competitive compensation, robust benefits, and the tools to propel your professional journey forward. The Opportunity Collaborate directly with seasoned partners and sophisticated clients on: • Complex business disputes, from initial strategy through resolution., • Mission-critical discovery processes and motion practice. What We're Looking For • 2-6 years of hands-on experience in general business litigation, backed by outstanding academic achievements., • Active California bar admission., • Sharp analytical abilities and creative problem-solving prowess., • Superior writing and communication skills to articulate complex arguments effectively., • Ability to work independently while thriving in a collaborative team environment. At Solomon Ward, we invest in you and prioritize your growth and success with: • Origination bonus: Earn 15% of monthly collections on matters you originate, empowering you to cultivate your own client base., • Billable expectations and generous production bonus: A manageable 1,750 annual hours target, with rewards for excellence—including a 5% base salary bonus at 1,800 hours, plus 40% of your billing rate for every hour beyond 1,800., • Business development support: Ample funding and encouragement for networking and marketing efforts at all levels. Key Benefits • Flexible hybrid model: Blend in-office collaboration with remote work for optimal work-life balance., • Retirement security: 401(k) and profit-sharing plans to build your financial future., • Health and wellness: Comprehensive coverage including medical, dental, vision, long-term disability, and flexible spending accounts via a Section 125 plan. Solomon Ward has built its success on lawyers who are passionate about excellence and client loyalty. Our goal for every attorney is to emerge as a leader in their field, become a trusted advisor and advocate for clients, and ultimately achieve partnership, while attaining both personal and financial fulfillment. Critical to our firm’s mission is to provide ethical, high quality and effective legal services, while also ensuring fulfillment and satisfaction to its partners, associates and staff. Our firm’s greatest assets are its clients and its people, and it will not exist without both. We promote professional development through effective continuing education initiatives and mentorship programs to ensure your continued growth. Requirements:

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 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 Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726 Position Summary: We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences. Minimum Qualifications (Licenses, Education, Experience, Skills) • Bachelor’s degree in a related field, • 5+ years’ experience as a financial advisor, • FINRA Series 7 and combination of Series 63/65 or 66 license, • California life insurance license with the ability to transact variable contracts, • Clean CRD/U4 record, • CFP® designation (preferred) or intention to obtain CFP® designation within 2 years of employment, • Proven history and track record of successful, results-driven prospecting and referral follow-up of existing credit union members or bank customers in a credit union or bank environment., • Familiarity with Salesforce CRM and eMoney for client management and financial planning, • Excellent PC skills to include Microsoft Office software such as Outlook, Word, Excel, etc., • Strong communication and interpersonal skills, • Ability to work independently and as part of a team, • Detail-oriented and organized, • Ability to multitask and prioritize workload effectively, • Ability to travel to multiple branches within or outside assigned region(s) and administration locations based upon schedule. Essential Duties and Responsibilities • Propose suitable fee based and investment solutions to credit union members., • 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 financial goals., • Work with branch employees to train and coach them on investment related goals., • Maintain a high level of professionalism and ethics in all client interactions., • Stay up to date on industry trends and regulations., • Collaborate with a team of like-minded professionals to deliver financial solutions to members., • Complete in a timely manner all required training and continuing education required by SDCCU, regulatory entities, licensing entities, and vendors to include the credit union’s chosen third-party broker/dealer. Other Duties & Responsibilities The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am/5:00pm Full Time – 40 hours a week

Job Description The Mission At Zak Dental, we are redefining healthcare through our Wellness32 model. We believe that by taking care of our patients’ oral health, we enhance their overall wellness. By centralizing our complex technical diagnostics and billing at our headquarters, we empower our local General Managers to focus on what matters most: Leading people, growing the business, and delivering a world-class patient experience. The Role We are seeking a high-energy leader to run one of our premier multispecialty locations. You do not need prior dental experience. We have a centralized team of experts to handle clinical technicalities, allowing you to focus on the "human" side of the business. We need a leader who can manage a small team, optimize a busy schedule, and help patients navigate their treatment and financial options. What You’ll Do • Team Leadership: Mentor and hold a team of 5+ clinical and administrative staff members accountable to high service standards and our core values., • Patient Consulting: Act as the primary advisor for patients, explaining treatment plans provided by our doctors and coordinating financial solutions to ensure patients get the care they need., • Operational Growth: Analyze office performance data to maximize productivity, minimize wait times, and manage labor costs., • Patient Advocacy: Resolve patient issues with benevolence and ensure every patient leaves as an advocate for the Zak Dental brand. Why You’ll Love It • Professional Transition: We provide a 90-day "Executive Residency" to teach you the dental industry from the ground up., • Centralized Support: You aren't alone. You have a virtual diagnostic team and a corporate billing hub supporting your office daily., • Quality of Life: Enjoy a stable, professional Monday–Friday schedule with competitive salary and performance-based bonuses. Qualifications • 2+ years of experience as a Store Manager, Hotel Manager, General Manager, or similar leadership role., • Direct experience managing a team of 5 or more people., • Proven track record in a high-volume, "customer-centric" sales or service environment., • Strong communication skills and the ability to solve problems "on the fly.", • A passion for mentorship and driving personal and professional growth.

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 DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service. What Will Set You Apart:, • Candidates must have a four-year degree, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.Compensation:, • Pay: $150K – $350K+ (base salary + variable compensation based on revenue growth), • Profit share: Additional opportunities for discretionary year-end profit sharing, • Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vestOwnership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

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 Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

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 Chrysler Dodge Jeep Ram 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 Executive Coach, Investor Relations & Pitch Readiness Location: Remote / Hybrid | Engagement Type: Contract / Fractional or Full-Time About the Role We are seeking a highly experienced Executive Coach to work one-on-one with senior leaders, founders, and executives preparing for high-stakes investor and financial conversations. This coach will serve as a trusted advisor and strategic partner, helping clients sharpen their narratives, strengthen their presence, and develop the confidence and fluency needed to succeed in pitch meetings, banker dialogues, roadshows, and investor relations engagements. The ideal candidate brings deep familiarity with the investor landscape, from venture capital and private equity to public markets and investment banking, and has a track record of preparing executives to perform at their best when capital, relationships, and reputation are on the line. What You'll Do • Coach executives and founders through the full arc of investor readiness, from refining the investment thesis to polishing final delivery., • Conduct mock pitch sessions and simulated Q&A with rigorous, realistic feedback modeled on how investors and bankers actually probe., • Help clients develop and pressure-test financial narratives, including story structure, key metrics framing, and handling of sensitive topics (burn rate, churn, competitive risk, etc.)., • Advise on executive presence, communication style, pacing, body language, and how to command a room with both slides and without., • Prepare clients for banker conversations, including capital raise discussions, M&A processes, IPO readiness, and structured finance dialogues., • Partner with leadership teams on messaging alignment so investors hear a consistent, credible story across the organization., • Provide written coaching notes, session recaps, and actionable development plans after each engagement., • 10+ years of experience in executive coaching, investor relations, investment banking, venture capital, private equity, or a closely related field., • Demonstrated success coaching senior leaders through pitch processes, fundraising rounds, or capital markets transactions., • Fluency in financial concepts, deal structures, and the language investors and bankers use — you don't just coach presence, you coach substance., • Experience working with founders, C-suite executives, or investor relations officers at growth-stage or public companies., • Exceptional communication and listening skills; the ability to give direct, candid feedback in a way that motivates rather than deflates., • ICF certification or equivalent coaching credential strongly preferred., • Familiarity with VC/PE fundraising processes, investment banking mandates, or public company IR programs. NCiWEZ5OjO

Job Description Arrowhead Pharmaceuticals, Inc. (Nasdaq ARWR) is a commercial stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing. Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates. Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need. The Position The Associate Director, Operations Network and Strategy is a member of a team charged with ownership of end-to-end supply chain for Arrowhead products. This individual develops and implements strategies for Arrowhead's operational network, focusing on areas like supply chain, distribution, or pathways to support a growing clinical pipeline and commercial market portfolio. This role may lead cross-functional teams to ensure operational efficiency, analyze performance data, set goals, and manage budgets to align with the overall business strategy. This position works closely with other departments to mitigate risks within global operations, identify process improvements, and facilitate network expansion opportunities. This role is based in onsite with an expectation to be in the office five days a week. Responsibilities Network Strategy & Design • Lead development of end-to-end operations network strategy aligned with enterprise growth objectives., • Design and optimize manufacturing, distribution, and supply network footprint (internal and external)., • Conduct scenario modeling to evaluate capacity expansion, site selection, outsourcing, nearshoring, and risk mitigation strategies., • Build and maintain advanced network models to support demand growth, product lifecycle changes, and geographic expansion., • Evaluate trade-offs across cost, service, resilience, sustainability, and risk., • Lead cross-functional S&OP/S&OE inputs related to network capacity and constraints., • Identify and lead high-impact cost, productivity, and service improvement initiatives., • Support make-vs-buy decisions and strategic supplier partnerships., • Drive network resilience planning, including dual sourcing, inventory strategy, and contingency planning., • Develop business cases for capital investments, site expansions, and strategic initiatives., • Quantify financial impact of network decisions (NPV, IRR, cost-to-serve analysis)., • Serve as a trusted advisor to senior leadership on operations strategy., • Present recommendations to executive leadership and Board-level stakeholders (as applicable)., • BS in Business Administration, Supply Chain/Logistics, Engineering, or other field related to the essential duties of this role., • 10+ years of relevant industry experience (7+ years in fast paced cGMP environments; 5+ years in a supply chain leadership role within the pharmaceutical industry.), • Exhibits excellent interpersonal communication, project management, collaboration, and analytical skills., • Strong MS Excel, PowerPoint, and Word skills., • Experience using Smartsheet or other work management software., • Proficient generating and presenting operational and financial metrics/KPI's., • Thorough understanding of and experience with some aspect of technical operations or CMC., • Demonstrated ability to effectively lead and influence cross-functional teams not under direct organizational reporting lines to communicate challenging goals and achieve objectives., • Quick learner with the ability to handle multiple tasks simultaneously, maintain focus, and adapt to a variety of challenges., • Able to lead and coordinate large, complex strategy projects, with minimal direction Candidates must have current, valid authorization to work in the country where this role is located. California Applicant Privacy Policy

Job DescriptionDescription: At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Private Banker at our San Diego, CA Location. The salary range for this position is $132,500 to $205,000, depending on knowledge, skills, abilities, experience, and location. Summary: The Private Banker position is responsible to build and enhance long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients’ relationships across the organization. It leverages the diverse resources of the company and proactively recommends solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship balances (deposit, credit, wealth management). Responsibilities: • Responsible for expanding the Bank’s client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects., • Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients., • Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships., • Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities., • Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients to experts who can help them with specialized financial needs., • Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives., • Manage private banking loan portfolio and review the quality of the portfolio to monitor the development of unfavorable trends., • Achieve set goals for deposit growth, credit origination, and assets under management., • Follow established lending procedures and perform adequate credit analysis., • Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth., • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company., • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines., • Understand and participate in the Bank’s Community Reinvestment Act program., • Bachelor’s Degree in Accounting, Finance, or other related fields., • Must possess two or more years of experience in financial services with High-Net-Worth individuals and families., • Must possess a minimum of five years of experience in direct sales., • Must possess a high-level of credit underwriting skills for High-Net-Worth individuals and families. Must be proficient in analyzing personal tax returns, personal financial statements & company balance sheets/income statements., • Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously., • Must possess business development, COI development and creative networking skills., • Experience in understanding the financial needs of a variety of clients and ability to offer bank and/or fiduciary solutions., • Strong understanding of banking and lending products., • Ability to meet deadlines and manage expectations., • Experience with sensitivity in working with and maintaining confidential information., • Ability to present banking and credit proposals., • Must be able to work flexible hours with an expected minimum of 40 hours per week. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! If you qualify, apply online at . You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

Job DescriptionWe are seeking an Assurance Audit Manager specifically for State and Local Government to join a growing CPA firm in Del Mar. This person will be responsible for State and Local Government Audits, budgeting and executing engagements, growth strategies, project management and billing and managing a team. The ideal candidate will have 5+ years of experience, CPA, Bachelors degree, public accounting experience and exceptional analytical thinking skills. Apply now for consideration! Core Responsibilities: • Leading Managing and Holding People Accountable (LMA), • Understand and assist in execution of growth strategies (research calls, pipeline mgmt., COPs, etc.), • Manage the engagement (job) project management, billing / ensures QC (technical) standards, • Takes care of the client (meets deadlines, timely communication), • Develops engagement team (prepares seniors to the next level), • Exhibit technical proficiency and the management ability to plan, budget for, and manage complete audit and/or client engagements, including preparation of reporting products, in accordance with MGO’s policies, procedures and practices., • Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner., • Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations., • Exhibit expertise in assigned areas/departments of the firm., • Demonstrate ability to resolve technical and client service issues and/or problems independently., • Recognize and capitalize on opportunities to provide additional services to clients., • Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self., • Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention., • May act as advisor to lower level associates., • Personnel responsibilities such as hiring, termination, promotion, demotion, assignment and performance feedback. Minimum Qualifications: • Minimum of 5 years of experience in public accounting, state and local government auditing experience, required with a minimum of 2 years of experience as a senior associate., • Demonstrated ability to manage large engagement teams dealing with sophisticated local governments and the ability to prepare financial statement in accordance with GASB 34., • Advanced technology skills in data analytics, financial statement preparation applications and research., • Proven ability to assign work, guide employees and complete projects on time and in budget., • Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework., • Certified Public Accountant (CPA) License from appropriate state., • Demonstrated ability to communicate effectively both verbally and in writing to direct reports, management at higher levels and clients., • CPA License (active and in good standing) from appropriate state.

Job Description The Research Analyst will be involved in many aspects of the economic and research inputs to our investment platform. She or he will participate in the team’s ongoing research and investment analysis, creation of firmwide materials, and third-party manager due diligence. This role offers the opportunity to learn and contribute to the firm’s core investment research functions while working closely with senior members of the team. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Update and continuously improve the library of investment research accessing third-party databases, including Bloomberg, Morningstar, FRED, etc., • Develop high-quality, professional investment presentation materials (PowerPoint, Excel, Word) used in client and firmwide communications., • Perform macroeconomic research and create visualizations for quarterly publications., • Collaborate across teams to deliver data-directed insights and scalable research., • Participate in due diligence and monitoring of investment strategies., • Leverage AI-enabled tools (including chatbots, application assistants, etc.) to improve quality, efficiency, and scalability of investment research and related workflows., • Consult with national advisor base on investment related topics and inquiries. An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Proficiency in MS Office applications (Excel, PowerPoint and Word) as well as one or more investment databases (Bloomberg, Morningstar, FRED, etc.)., • Comfort using, evaluating, and learning AI-enabled tools to support research, analysis, and workflow efficiency, while exercising sound professional judgment. Skills: • Ability to work with, structure and interpret large amounts of economic and financial data while demonstrating excellent attention to detail., • Outstanding written and verbal communication skills. The Research Analyst will be expected to communicate to a wide range of constituents – internal management, colleagues, clients and asset managers., • Impeccable ethical standards and ability to maintain confidentiality., • Excellent personal and professional references. Abilities: • A self-starter who takes ownership for their work., • Ability to manage multiple priorities while maintaining high standards of accuracy and thoughtful examinations., • Experience operating successfully in a team-based, rigorous environment. Ability to participate in and facilitate group meetings. Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Zero to three years of experience in an investment management-related industry (asset management, investment banking, endowment, foundation, corporate/public pension fund, family office, wealth management). Exceptional undergraduate candidates will be considered as well., • Bachelor’s Degree in economics, business or finance or related field., • Progress towards the CFA designation preferred. Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description GENERAL COUNSEL & ASSISTANT CORPORATE SECRETARY About Father Joe’s Villages For more than 75 years, Father Joe’s Villages has worked to prevent and end homelessness, one life at a time. As Southern California’s largest homeless services provider, we are a cornerstone of the San Diego social services landscape and a trusted partner in delivering housing, healthcare, and supportive services to individuals and families in crisis. With approximately 500 employees and an annual operating budget of $75M, our organization serves more than 12,000 individuals annually, including approximately 2,000 people housed each night across our shelter and housing network. Our work is delivered in a highly complex, multi-program environment spanning housing, healthcare, behavioral health, employment services, and education—supported by a diverse portfolio of public funding, government contracts, grants, and philanthropic investment. This creates a sophisticated regulatory, compliance, and risk landscape that requires disciplined governance and strong enterprise legal leadership. Leadership and Culture Father Joe’s Villages is led by a highly engaged Board and Executive Leadership Team committed to innovation, accountability, and continuous improvement in service of our mission. Under the leadership of our CEO, Deacon Jim Vargas, the organization has strengthened its operational and financial foundation while expanding its ability to deliver integrated housing, healthcare, and supportive services to the community. Our culture is grounded in our CREED, which guides how we work with clients, colleagues, and partners every day: Compassion, Respect, Empathy, Empowerment, and Dignity. This values-driven methodology shapes both our services and our approach to leadership, collaboration, and decision-making across the organization. The Opportunity Father Joe’s Villages is seeking a General Counsel & Assistant Corporate Secretary to serve as its chief legal officer and a key member of the Executive Leadership Team, reporting directly to the President & CEO. This is a rare opportunity to step into a visible, enterprise-level legal leadership role at a mission-driven organization operating at scale and complexity. The General Counsel will play a critical role in safeguarding the organization, strengthening governance, and enabling sound decision-making across all areas of operations. This position is ideal for a seasoned legal executive who is drawn to mission-driven work, organizational complexity, and the opportunity to modernize and strengthen legal and compliance infrastructure within a dynamic nonprofit environment. Key Areas of Impact Executive Leadership and Strategic Counsel • Serve as primary legal advisor to the CEO, Executive Leadership Team, and Boards of Directors, • Provide legal and risk guidance on organizational strategy, operations, and major initiatives, • Serve as Assistant Corporate Secretary to two Boards of Directors, • Advise on governance, fiduciary duties, and nonprofit best practices, • Lead enterprise employment law strategy and workplace investigations, • Advise on employee relations, discipline, termination, accommodations, and leave matters, • Oversee contracts, grants, leases, and complex agreements, • Lead contract and grant compliance across funding sources, • Serve as HIPAA Privacy and Security Officer, • Direct litigation and claims strategy across multiple operational areas, • Oversee insurance programs and risk mitigation strategies, • Provide legal oversight for acquisitions, dispositions, leasing, and financing, • Lead and develop the Legal and Compliance function, • Supervise legal and compliance staff, • Manage budget and outside counsel relationships, • Build scalable legal infrastructure and systems The Ideal Candidate • Juris Doctor (JD) from an accredited law school and active membership in the California State Bar in good standing, • 10–12+ years of progressive legal experience, including significant depth in corporate governance, employment law, contracts, compliance, and litigation, • At least 5 years in a senior leadership role advising executives and Boards of Directors, • Strong executive judgment with the ability to balance legal risk, operational realities, and mission impact, • Proven ability to advise senior leaders and Boards in complex, high-stakes environments, • Sophisticated understanding of enterprise risk management and regulatory compliance in multi-program organizations, • Ability to operate with independence, discretion, and sound decision-making in ambiguous or fast-moving situations, • A collaborative, solutions-oriented approach to legal leadership that enables - not obstructs - mission delivery Work Schedule This is a full-time, exempt executive leadership position. The role is primarily hybrid, with a combination of onsite and remote work depending on organizational needs. Standard business hours are expected, with the understanding that executive-level responsibilities may require flexibility, including occasional evenings, early mornings, or weekends to support Board meetings, urgent legal matters, litigation needs, or operational issues. The role includes occasional travel within San Diego County to program sites, properties, and external meetings. Compensation and Benefits Starting Salary Range: $200,000 to $225,000 annually (commensurate with experience and qualifications) Father Joe’s Villages offers a comprehensive benefits package, including: • Medical, dental, and vision insurance, • Retirement plan, • Generous paid time off plan and company holidays, • Employee assistance and wellness programs, • Professional development opportunities At Father Joe’s Villages, legal and compliance leadership plays a critical role in sustaining programs that support individuals and families experiencing homelessness. The Legal Department partners closely with executive leadership and the Board to ensure strong governance, sound risk management, and responsible stewardship of resources. This role offers the opportunity to contribute to a mission-driven organization where legal strategy directly supports the delivery of housing, healthcare, and supportive services to thousands of individuals each year. Employment Requirements Employment is contingent upon successful completion of applicable pre- and post-employment requirements, which may include background screening, verification of education, licensure, and professional credentials, health screenings where applicable, and any other role-specific requirements. These checks are conducted following a conditional offer of employment and in accordance with organizational policies and regulatory standards. Equal Employment Opportunity Father Joe’s Villages is an equal opportunity employer committed to building a diverse and inclusive workforce. All qualified applicants will receive consideration without regard to protected characteristics under applicable law.

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 Construction 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., • 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 DescriptionDescription: Bodewell Group is seeking a full-time Vice President and Transportation Business Line Lead to join our Southern California team. As a senior leader, this role is instrumental in guiding client strategy, advancing business development efforts, and shaping the firm’s transportation vision. This position requires a strategic thinker with deep expertise in public outreach, infrastructure communications, and strong relationships across the transportation industry. The role leads high-profile client initiatives, develops communication strategies, and serves as a trusted advisor to executives and policymakers. Internally, this leader will support business growth, mentor team members, and forge strategic partnerships to position the firm for major opportunities. The ideal candidate is a results-driven leader with a proven track record in fast-paced, high-stakes environments. About Bodewell Group At Bodewell Group, progress starts with people. We are a strategic engagement agency advancing the modern building blocks of society—water, energy, transportation, land and technology. Our 130+ team partners with public and private sector leaders to build understanding, align stakeholders and move complex initiatives forward, shaping the systems that communities rely on every day. We invest in the best and brightest—innovative thinkers, strategic advisors and collaborative problem-solvers who are committed to enhancing human prosperity and quality of life for generations to come. Recognized as a Certified Great Place to Work (2025–2026), we foster a culture grounded in trust and shared purpose while creating space for balance, connection and a life outside of work. If you want to do meaningful work that shapes communities and grow your career alongside people you trust, you’ll find your place at Bodewell. Position: Location and Travel: Roles hired in San Diego operate on a hybrid schedule, with 3 days onsite in the San Diego Headquarters. Roles outside of San Diego are primarily remote with varying expectations of visits to satellite offices and clients. Travel is required up to 20-30% of the time. Additional travel may arise to accommodate project demands and conference participation. This role will include early mornings, evenings, and weekends as required. Salary Range: $140,000 - $180,000 (dependent on experience) Essential Functions/Responsibilities • Forecast staffing needs for all transportation business line projects and contracts, regularly reporting fluctuations in staffing needs to the SVP, Client Excellence, Chief People Officer and VP of Finance, • Support key company initiatives and promote company positions and needs with junior staff, • Manage all budgeting and invoicing for transportation business line clients as well as forecast costs for proposed strategies, • Present strong project management skills, which is defined as the ability to oversee all aspects of a project at a detailed level and leading client interactions independently, without requiring additional oversight from senior leadership (SVP and above), • Build and maintain meaningful relationships with targeted, high-level external audiences, contributing to the company’s overall engagement and business development efforts in various industries and markets, • Serve as a positive role model who actively coaches junior staff by providing constructive feedback and coaching discussions, • Coach supervisorial staff (Managers and Directors) towards maximizing performance, and ensure they have the resources needed to provide the best possible product to the client. This includes coaching staff towards internal utilization targets, • Maintain an understanding of current transportation industry-related public outreach, public affairs, engagements and communications best practices, tactics and tools to provide strategic direction to clients, • Work closely with Executive Committee members to develop and drive strategic direction in order to meet organizational communications goals, • Develop and manage a team towards execution of strategic communication programs that could include community relations, public outreach, public affairs, social media, media relations, CEO positioning, etc., • Oversee a mix of small to large-scale communication-related projects, managing deliverables, budgets, timelines and teams to ensure expected outcomes are delivered on time and on budget, • Review collateral such as fact sheets, maps, eblasts, press releases, etc. and ensure the best product is being put forth to the client, • Experience managing and supporting transportation industry communications and public outreach across all phases of an infrastructure project – planning, design, environmental review, construction, and operations, • Deep understanding of key policy issues in the transportation industry and ability to translate highly technical jargon into 3rd grade comprehension level, • Familiarity with construction outreach management and demonstrated experience collaborating with contractors and other third-party organizations to support transportation project development, • Experience managing complex, multilingual public outreach campaigns and understanding of how to reach traditionally underserved populations through culturally conscious strategies and tactics, • Develop and manage all transportation business line proposals, leading all stages of the process. This may include qualifications, strategy and approach development, proposal planning, interview preparations and execution and more, • Actively search for business opportunities by attending networking and community events, participating in professional associations and meeting informally with government contacts and other potential referral sources, • Must actively manage personnel. This includes regular coaching and feedback through 121s, quarterly and annual review cycles, and ad-hoc coaching conversations, • Contribute to companywide professional development efforts, including, but not limited to leading internal development courses, working one on one with staff on coaching scenarios and feedback, encouraging junior staff to shadow meetings for learning purposes, and more, • Work across all SWS Group brands and actively advocate/search for opportunities for further integration in client work across the brands, • 15+ years of relevant experience in transportation public outreach/public affairs or a related field, • 10+ years of agency experience OR 5+ years of agency experience and 10+ of in-house experience with a local or state transportation agency, • Bachelor's degree in a related field, • Proven ability to manage large projects as well as small teams on one or more sizable accounts, • Continued management of an account for a minimum of 3 years, • Experience managing both retainer and hourly billable projects, • Experience supporting transportation infrastructure projects, • Average monthly utilization of 85% or higher (internal applicants only), • Management of two or more significant client accounts, with a combined minimum revenue target between combined accounts, • Supervision of a team of staff members on major accounts, • Experience as a direct supervisor of more than three staff, including participating in regular review cycles for direct reports, • Willingness to work on any company project, including projects across verticals, as asked, • Generation of three or more quality business leads per year that result in submitted proposals or add to monthly revenue targets, • Regularly serve on at least one high profile community or industry-specific board or commission, • Attends a minimum of six non-client community events per year, • Available to work weekends or extended hours as needed, • Meetings with non-client contacts (i.e., business referral sources) in government, business or media a minimum of six times per year, • Travel is required up to 20-30% of the time. Additional travel may arise to accommodate project demands and conference participation Why You’ll Love Working Here We believe meaningful work must be supported by meaningful benefits. Bodewell supports your professional growth, financial stability, health and overall well-being so you can focus on building what matters. • Flexible, Hybrid Schedule: A hybrid work model that supports flexibility, collaboration and work-life balance., • Medical, Dental and Vision Benefits: Comprehensive healthcare coverage including several low-cost medical plan options, 100% employer covered dental and vision, and FSA offerings to support our team and their families., • Financial Growth and Stability: Competitive salaries with clear paths for advancement, 401(k) participation, profit-sharing opportunities and life insurance benefits., • Professional Growth and Opportunity: A professional development stipend, internal training programs, mentorship from experienced professionals and exposure to influential stakeholders and complex, high-impact projects., • Rest, Renewal and Well-Being: Three weeks of PTO, 13 paid holidays and a company wellness stipend for ClassPass., • Community and Recognition: Company events and an employee recognition program celebrate contributions, milestones and the collaborative spirit that defines our culture.

Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Small Business Consultant, you play a vital role in creating exceptional client experiences at the branch level while helping clients reach their financial goals. This role combines consultative sales, personalized service, and community engagement to build lasting relationships and drive meaningful impact for both clients and the bank. You’ll be a trusted advisor, educator, and advocate for clients while contributing to a collaborative, high‑performing branch environment. In this role you’ll • Provide exceptional client experiences through consultative sales and service interactions at branch locations., • Build awareness and understanding of bank products and services, including digital banking capabilities., • Grow and maintain a consumer and business lending pipeline by deepening client and center‑of‑influence relationships., • Conduct outbound calls, networking activities, and participate in banking presentations to generate referrals and new business., • Apply need‑based sales techniques to expand, retain, and strengthen client relationships., • Identify and facilitate referrals to internal partners such as Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services., • Proactively communicate with current and prospective clients to educate, resolve issues, and build long‑term loyalty., • Conduct scheduled and walk‑in client appointments to identify needs and recommend solutions., • Open new accounts and perform maintenance on existing accounts in compliance with policies, procedures, and regulations., • Support branch lending activities by educating clients, completing loan applications, and ensuring accurate documentation and booking., • Process routine financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments, and balance cash drawers with precision., • Support branch operations and contribute to the training, mentoring, and coaching of team members.What we’re looking for, • You have a High School Diploma or GED (Required)., • You bring 4 or more years of experience as a banker, client relationship consultant, or in a related sales role with established performance goals (Required)., • An equivalent combination of education and experience can be considered in lieu of a degree.What helps you shine, • You have advanced knowledge of retail banking products, systems, and procedures., • You’re comfortable working with complex account types such as Trusts, Powers of Attorney, Guardianships, and Court‑Blocked accounts., • You can analyze credit data and financial information to recommend thoughtful, client‑focused solutions., • You bring strong sales, cross‑selling, networking, and referral management skills., • You build trust easily through excellent interpersonal, verbal, and written communication., • You thrive in a fast‑paced environment, balancing multiple priorities with flexibility and accuracy., • You’re confident using Microsoft Outlook, Word, and related business and communication tools.Our Company Values, • Do the right thing, • Teamwork, • Trust, • AccountabilityWhat Our Team Says“I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated.” – Glassdoor reviewCompensation & Benefits, • Targeted starting salary range (based on experience): $27.09-$36.65 hourly, • Incentive potential, • Comprehensive employee benefits, including medical, dental, vision, LTD, STD, and life insurance, • Paid vacation time, sick time, and 11 company‑paid holidays, • 401k with up to 4% company match

Job DescriptionHiring an Advisor, Senior to support a U.S. Navy customer. This program provides readiness and sustainment support to improve operational availability and mission effectiveness while controlling cost and optimizing constrained resources. Uses collaborative, data-driven operating models that include end-to-end readiness ecosystems (operations, maintenance, engineering, supply chain, manpower/training, and financial management). AI-enabled approaches are a desired element of the solution to improve the speed, scale, and consistency of analysis and decision support. The work includes producing readiness assessments and decision-support products; establishing and maintaining consistent readiness metrics and reporting; and integrating data from multiple authoritative and legacy sources to deliver actionable analytics and dashboards. Advanced analytics and, where appropriate, AI/ML techniques (e.g., forecasting, anomaly detection, natural language processing of maintenance narratives) are used to identify readiness drivers and constraints, improve predictive analytics, and inform trade-space decisions that balance near-term readiness with longer-term capability objectives, including Fleet legacy platform/systems sustainment and modernization transitions. Location: San Diego, California The Advisor, Senior will be responsible for working to develop the strategic direction, vision, and mission for the program. Provides insight and advice concerning strategic direction and applicability of up to date, industry standard practices. Is responsible for developing high-level vision with the program/project manager and senior client leadership to influence objectives of complex efforts. In addition, the selected candidate will: • Serves as a senior advisor to the Government and provides support to the customer on program/project operations., • Determines the adequacy and acceptability of evolving program/project plans and change management strategies, and molds processes and operations to improve the customer business methodology., • Applies knowledge of business management principles, organizational structures, and information management techniques to formulate long- and short-term management plans designed to achieve the outcomes desired by the organization., • Analyzes in-place business, operational, and financial processes and management relationships., • Identifies and recommends programmatic approaches to re-define, plan, organize, design, develop, and modify current practices and processes., • Develop program/project plans, guidelines, and controls., • Performs tasks that require both practical experience and theoretical, state-of-the-art, technical knowledge in a specialty area. Requirements: • Bachelors degree in computer science, information systems management, mathematics, physics, operations research, statistics, or engineering from an accredited college or university, or equivalent specialized experience. Allowable substitution: Six years of additional related work experience., • Fifteen (15) years of related experience and of that; twelve (12) years must be direct experience the following concentration area: CAT/CFO: Supports the PPB&E/POM cycle, Cost Performance Index (CPI), Schedule Performance Index (SPI) and Execution Index (EI), O&S/enabler cost accounts, and the Strategic Cost Management (SCM) tools and models in use by OPNAV N83., • Prior military experience as a Commissioned Officer and/or senior level DoD government experience (GS14-15, O5-O6) may be considered favorably., • Must have an active DoD Secret Clearance or higher Compensation is based on factors such as location, qualifications, experience, and contract-specific requirements; however, final compensation will be determined by individual qualifications and applicable contract terms. The general salary range for this position is as follows: $141,886.00 - $213,629.00

Job Description Who We’re Looking For We’re looking for driven, entrepreneurial professionals who want more than a traditional job—they’re ready to build a business, make a lasting impact on clients’ lives, and create long-term financial success for themselves and their families. This opportunity is designed for individuals who are motivated by growth, leadership, and ownership. You’ll have the chance to develop your own book of business, cultivate meaningful client relationships, and grow a scalable, sustainable practice with strong earning potential. Ideal Candidate Profile Top candidates typically bring experience in financial services, consulting, sales, banking, or client advisory roles, along with a proven ability to build trust, communicate value effectively, and cultivate long-term client relationships. Benefits Include; • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. What Makes This Opportunity Unique • The opportunity to build and scale your own practice with uncapped income potential and long-term equity in your business., • Access to comprehensive training, licensing support, and ongoing mentorship to accelerate your growth and success., • A platform designed to help you cultivate lasting client relationships and create meaningful, multigenerational impact., • A clear path to leadership, with the ability to develop, mentor, and grow your own team over time. Responsibilities: • Attend hybrid meetings, including in-person team collaboration, as required., • Attend virtual and in-person training to enhance financial expertise., • Work with clients to assess financial needs and develop personalized strategies., • Participate in structured coaching and mentorship programs., • 2+ years of experience in financial services, insurance, investment advising, banking, or a client-facing professional role., • Proven success in business development, client acquisition, or relationship management., • Experience developing financial strategies, investment plans, or wealth management solutions is a strong advantage. Licensing (Preferred but Not Required) • Life & Health Insurance License, • FINRA Series 6 or 7 Key Attributes for Success • Business-driven mindset with the desire to build and grow a personal practice., • Strong relationship-building and consultative sales skills., • Demonstrated ability to develop and maintain a book of business., • Excellent communication, presentation, and interpersonal skills., • Self-driven, disciplined, and highly motivated to achieve ambitious goals., • Leadership potential with the ability to mentor or build a future team., • Comfortable leveraging technology, CRM systems, and virtual client engagement tools., • Committed to integrity, professionalism, and a client-first philosophy. Basic Requirements • Must be authorized to work in the United States. At Falcon PG, we believe in the power of ventureship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges. We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We’re looking for motivated professionals with an enterprising spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!

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 Description Associate Advisor - Newport Beach, CA Our client is a wealth management firm committed to helping clients achieve their goals of long-term financial security. They specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. We are seeking: • Ideally, 1-2+ years of sales or business development experience, • Strong prospecting ability, • Energized by mentorship & collaboration, • Licensure: CA Life & Health, SIE, Series 7 & Series 66, • Build and maintain strong relationships with clients to understand their financial needs and objectives, • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies, • Stay up-to-date on market trends, economic conditions, and investment products, • Supplemental Salary, Commissions, Bonuses & Rewards programs, • Vast array of broker/dealer & investment advisory platforms, • Dedicated transition support & firm leadership opportunities, • Product specialists support & Practice management coaches, • Flexible scheduling, company-paid luncheons/events Expected Pay: $65,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-Office

Job DescriptionCourtAvenue is a company of industry experts accelerating digital transformation for the world’s most ambitious companies. At CourtAvenue, you will be a part of a culture powered by entrepreneurs, technologists, data scientists and the habitually restless dedicated and energized to design products and services that transform businesses while optimizing them for growth. You will have the opportunity to learn and grow within a culture that values innovation while focusing on redesigning the experience between consumer and service (or product) by leveraging a fluid, seamless, and thoroughly transparent engagement. At CourtAvenue, an Associate Account Director (who we affectionately refer to as an Associate Director, Business Innovations) acts as our client’s partner, ensuring seamless execution of business strategies and optimizing internal team processes. This pivotal role is the bridge between executional management and strategic account leadership, focusing on driving day-to-day business success while actively developing the skills needed to tackle complex, high-level business challenges. The AD is an exceptional communicator, highly organized, and committed to building strong, constructive relationships across client and internal teams. We are focused on creating a best-in-class experience for our clients. The Associate Director, Business Innovations will be responsible for the following: Core AD Responsibilities * Serve as a primary contact for clients, leading both strategic and executional work in partnership with client operations. * Serve as a trusted advisor, providing guidance that ensures the brand’s digital presence meets business goals and user needs. * Support leadership in tracking project financials and business performance to learn the principles of account financial management and profitability. * Partner closely with project management, UX, design, development, and content teams to ensure flawless execution and alignment to client strategy. * Proactively identify opportunities for digital innovation, optimization, and business growth. * Facilitate and organize cross-functional communication and documentation across Strategy, Creative, Media, and Data teams to maintain project alignment. * Provide research and organizational support for new business proposals and pitches. Account-Specific Focus: Automotive Client * Act as the internal subject matter expert on the client’s specific industry and digital ecosystem. * Lead day-to-day account management with a focus on digital experience, UX/UI design, and content management for the brand’s website. * Develop a working knowledge of the client’s specific website component library and content management workflows to ensure efficient execution. * Manage the annual calendar of updates (exp. model year updates) ensuring alignment with brand standards and user experience best practices. Qualifications & Requirements * 8+ years of progressive professional experience in digital, creative, media, or business consulting environments. * Proven ability to manage complex, multi-faceted projects requiring alignment across numerous internal and external stakeholders. * Exceptional written and verbal communication skills, including the ability to articulate complex concepts clearly and persuasively. * Bachelor’s Degree in Marketing, Communications, or a related field. * Self-starter with a solutions-oriented mindset and the ability to navigate challenges and negotiations with professionalism. * Our organization follows a structured-hybrid work model, where employees work in an office environment in the middle of the week and remotely on Mondays and Fridays. Candidates must reside in a supported hub. Account-Specific Requirements: * Proven experience managing large-scale digital programs, ideally including website UX/UI design and content management. * Experience in automotive is strongly preferred. * Candidates for this position should be located near one of our two California offices: * Los Angeles, CA * San Diego, CA

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.

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 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. SUNROAD AUTO Director of AI Build the AI strategy that powers the next era of one of San Diego's largest automotive and real estate groups. About Sunroad Sunroad Auto is one of San Diego's largest locally owned automotive dealer groups, with 2,000 associates, 14 franchises, and locations across San Diego and seven cities in Mexico. Brands represented include BMW, Ford, Toyota, Honda, Kia, Hyundai, Chevrolet, Subaru, CDJR, VinFast, MG, Geely, and Motorrad. Beyond automotive, Sunroad operates a significant real estate portfolio spanning multifamily, industrial, office, and resort properties across multiple states, as well as Maderas Golf Club in Poway. This is a performance-driven, operator-led organization with 49 years in San Diego, making a serious investment in building a world-class AI capability from the ground up. The Role This is a foundational leadership role. You will be Sunroad's first dedicated AI executive, responsible for building the infrastructure, the team, and the strategy from scratch. This role reports directly to the President, with dotted line relationships to the head of auto operations and the Chief Financial Officer, and may evolve as the function and organization grow. This is primarily a coach role with a hands-on edge. You set the strategy, own the architecture decisions, and lead the team that executes. You are not writing pipelines every day, but you are close enough to the work to design the right solutions, spot problems early, and roll up your sleeves when it matters. Someone who can only manage and someone who can only build are both the wrong fit. The role is scoped to automotive operations first: AI strategy, data infrastructure, customer-facing tools, and vendor rationalization across 14 brands. As you establish traction, the scope will expand. The right candidate is energized by that growth path and knows how to sequence priorities so the first chapter lands before the second begins. Automotive industry experience is not required. What matters is retail orientation: CRM, customer-facing AI, multi-location operational complexity, and a genuine curiosity about the business you're joining. What You'll Do AI STRATEGY, INFRASTRUCTURE & DEPLOYMENT • Own the AI and data strategy across Sunroad, covering governance and quality through to architecture, accessibility, and deployment across all brands and locations, • Assess and remediate current data infrastructure. Much of it needs cleanup before it can power reliable AI, and DMS integrations, CRM data, inventory systems, and financial reporting all need a critical eye, • Architect and oversee cloud-native data warehouse solutions using Snowflake, BigQuery, or Redshift, with a focus on scalability, cost efficiency, and cross-location accessibility, • Design and oversee modern ELT/ETL pipelines using tools such as dbt, Airflow, Fivetran, and Python-based ingestion frameworks, ensuring data is clean, documented, and reliable, • Define and enforce data governance standards, including ownership, quality controls, lineage tracking, access management, and documentation, • Identify, prioritize, and execute AI and automation initiatives with clear ROI tied to gross margin, F&I performance, service throughput, customer retention, and operational efficiency, • Lead end-to-end delivery of AI solutions, from discovery and scoping through build, adoption, and optimization, • Evaluate existing AI tools for proper implementation and redundancy. Many tools are already purchased; your job includes making sure they're actually working, • Evaluate and manage vendor and technology partner relationships across the AI and data stack, • Build AI governance frameworks that ensure responsible, auditable, and scalable use of AI across the organization STAKEHOLDER LEADERSHIP • Serve as the primary AI advisor to the executive team, translating technical strategy into clear business decisions, • Partner with store GMs and department heads to understand real operational pain points and design solutions that work in the field, not just on paper, • Run executive-level reporting and strategy sessions, presenting progress, tradeoffs, and recommendations with clarity and confidence, • Drive change management and adoption. You are accountable for whether people actually use what gets built, not just whether it was built TEAM BUILDING & ORGANIZATIONAL DEVELOPMENT • Build and lead a lean, high-performing AI team. Sunroad is looking for an efficient strike team, not a large org. The right person executes without needing to build a department beneath them first, • Define the organizational structure: what to build internally, what to hire for in Latin America, and where to rely on external partners — keeping the footprint small and the output high, • Work alongside the existing BI team to strengthen capability, close gaps, and establish a clear path forward for the data organization, • Manage team performance, provide coaching and mentorship, and build a culture of accountability and continuous improvement EXECUTION & DELIVERY • Manage a portfolio of concurrent AI initiatives, balancing foundational infrastructure work with high-visibility quick wins, • Track and communicate progress, business impact, and ROI using clear metrics and structured reporting, • Ensure that what gets built is reliable, documented, and maintainable. Systems should outlast any individual on the team Who You Are • 8–12+ years in data engineering, data architecture, or a closely related technical role, with at least 3–5 years in a senior leadership position with cross-functional accountability, • Strong data infrastructure and data cleanup experience is required. You have architected and built pipelines, fixed broken data environments, and established governance in organizations where data quality was a real problem, not just a future aspiration, • Retail, CRM, and customer-facing implementation experience is strongly preferred. You have worked in multi-site retail, automotive-adjacent, or similar consumer-facing businesses where CRM data, lead management, and customer lifecycle tools are central to the operation, • Hands-on experience with modern data stack components: cloud data warehouses (Snowflake strongly preferred; BigQuery or Redshift also valued), ELT/ETL tools (dbt, Fivetran, Airflow or equivalent), BI tools (Tableau, Power BI, Looker), and cloud platforms (AWS, Azure, or GCP), • Deep proficiency in SQL and Python, with demonstrated experience building and maintaining production data pipelines and transformation layers, • Practical experience deploying AI and ML solutions in production. Real systems that real people use, not proofs-of-concept that never left the sandbox, • Fluent in both technical depth and business communication, equally comfortable architecting a data warehouse and presenting a data strategy roadmap to executive leadership, • Experience hiring, developing, and managing technical data engineering teams, including distributed or offshore resources, with accountability for their performance, growth, and output quality, • Strong stakeholder management skills, including the ability to earn trust with operators, store-level leaders, and executives who did not ask for a data and AI function Comfortable managing a portfolio of concurrent initiatives. You create structure where there isn't any and you don't need a perfectly defined mandate to move Spanish language proficiency is strongly preferred. Sunroad operates dealerships in Tijuana and Mexico City and plans to build a data and AI team in Latin America. Candidates with experience managing engineering or analytics resources in Latin America, and who can work directly with that team in Spanish, will receive priority consideration. What Sets You Apart 01 You've built from zero. Former founder, early data engineering leader, or someone who has operated like one inside a larger org. You know what it means to own the whole problem before there's a team to delegate it to. 02 You've cleaned up messy data environments. You have a track record of coming into organizations where the data infrastructure was broken or immature and actually fixing it, not just documenting the gaps and recommending a future-state architecture. You've done the remediation work yourself. 03 You have deep Snowflake expertise. You have architected and delivered Snowflake-based data platforms in production environments. Experience with dbt, Fivetran, Airflow, or similar modern stack tools is a meaningful differentiator. Familiarity with Snowflake Cortex, Snowpark, or complementary platforms like Databricks or BigQuery is a plus. 04 You understand retail and CRM at a functional level. You have implemented or optimized customer-facing AI tools in a retail context, including lead management, CRM workflows, service automation, or similar. You know how these tools fail in practice and what it takes to make them actually work. 05 You've managed teams in Latin America. You have experience building and leading engineering or analytics resources in Latin America, ideally in Spanish, and you understand how to make distributed teams productive without constant oversight. 06 You're a vendor critic, not a vendor fan. You can audit a tech stack honestly, identify redundancy, and tell leadership what they don't need to buy. Automotive experience is not required, but a genuine curiosity about the business and comfort learning a new domain quickly is. 07 You're a starter and a finisher. You generate momentum and you close things out. You don't hand off initiatives at the hard part, and you don't lose energy after the kickoff. Both modes, not one. Why Sunroad Real Ownership You are building a function that doesn't fully exist yet. The strategy, the team, the infrastructure: you define all of it. This is not inheriting someone else's roadmap. Genuine Scale 14 franchises, locations across San Diego and seven cities in Mexico, and a significant real estate portfolio spanning multiple states. The complexity is real and the opportunity is large. Executive Access You report directly to the President from day one, with C-suite visibility. As the role matures, the reporting structure evolves, but the level of investment stays the same. Serious Investment Leadership is committed. This is not a pilot program or innovation theater. Sunroad is making a deliberate, funded bet on AI. Growth Path Automotive operations first. Once traction is established, the role expands to include a significant multifamily real estate portfolio spanning multiple states. The ceiling is tied to what you build. San Diego, In Office Sunroad is headquartered in San Diego with a team proud of the company they work for. This is an in-person role built around trust and long-term relationships. Sunroad is a high-performance, operator-led organization making a serious investment in data and AI. If you build for impact, operate without excuses, and want to own something from the ground up, we want to talk. To apply for this position please apply using the link below. 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 Financial Advisor (Entry Level or Experienced) Training Provided As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others. You’ll build lasting relationships with clients, guiding them through various stages of their financial journeys with a suite of diverse and innovative financial solutions. Our mission is to provide families with stability and confidence, and you'll be at the forefront of this important work. We’re committed to your growth with comprehensive training and resources to help you succeed. Whether you're new to the field or have experience, you’ll find a supportive environment that encourages professional development and personal achievement. Join us to enjoy a career with structured support, potential for substantial earnings, and the satisfaction of helping clients meet their financial goals in an ever-evolving world. This position is not fully remote. • Job Types: Full-time, Contract, • Pay: $50,000 - $150,000 per year, • Compensation Package: Commission pay, • Ability to Commute: Los Angeles, CA, • Ability to Relocate: Los Angeles, CA: Relocate before starting work, • Work Location: Hybrid remote in Los Angeles, CA Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Referral program, • Retirement plan Responsibilities: • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs. At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals. As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones. We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: 11512 El Camino Real, Suite 100, San Diego, CA; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 11512 El Camino Real, Suite 100, San Diego, CA; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description About the Firm Correia & Associates is a fast-growing, multi-state tax and advisory firm serving high-net-worth individuals, closely held businesses, and family offices across California and beyond. As we continue to expand, we are seeking a Tax Director who is ready to step into a visible leadership role — one that combines deep technical expertise with a genuine passion for growing a practice, building client relationships, and showing up in the community. This is not a heads-down compliance role. We are looking for someone who leads from the front: presenting at industry events, developing referral relationships with attorneys and financial advisors, and becoming a recognized voice in the high-net-worth tax advisory space. What Makes This Opportunity Different • Direct Partner Track within 3–5 years for the right candidate, • Opportunity to build and lead a practice area — and put your name on it, • Work directly with high-net-worth clients, business owners, and family offices, • A platform for thought leadership: speaking engagements, professional associations, and community visibility, • Less bureaucracy and more autonomy than a traditional Big Four or national firm, • Entrepreneurial culture with strong peer collaboration and leadership influence The Role As Tax Director, you will serve as a senior technical leader and firm ambassador. Your days will be split between advising complex clients, developing new relationships, and mentoring the next generation of tax professionals. You will report directly to firm Partners and play a meaningful role in strategic direction. Key Responsibilities Technical Leadership • Provide advanced tax planning and advisory services to high-net-worth individuals, closely held businesses, and family offices, • Review complex returns across individual, corporate, partnership, fiduciary, and multi-state engagements, • Guide clients through sophisticated tax strategies including entity structuring, estate and gift planning, and transaction advisory Business Development & Community Engagement • Develop and maintain referral relationships with attorneys, wealth managers, financial advisors, and family office professionals, • Represent the firm through public speaking, professional association participation, and networking events, • Contribute to thought leadership through articles, presentations, and community visibility, • Identify and pursue opportunities to expand the firm's client base and advisory platform Client Relationship Management • Serve as primary trusted advisor to key client relationships, • Collaborate cross-functionally with attorneys, financial advisors, and family office teams, • Deliver proactive, high-touch client service with a focus on long-term relationships Leadership & People Development • Lead, mentor, and develop tax managers, seniors, and staff, • Provide technical training, guidance, and quality oversight across engagements, • Contribute to a culture of excellence, accountability, and professional growth Strategic Contribution • Partner with firm leadership on growth strategy and practice development, • Help shape the firm's tax advisory platform and service offerings, • Participate in partnership-level conversations as you build toward the Partner track You Are a Great Fit If... • You are a technically excellent CPA who also loves being in the room — with clients, at events, and in the community, • You have a track record of building trusted advisor relationships, not just managing engagements, • You are energized by the idea of growing a practice and becoming a recognized leader in your market, • You want the autonomy and upside of an entrepreneurial environment without starting from scratch, • You are a natural communicator and presenter who is comfortable on stage or in a boardroom Qualifications • Active CPA license required, • 10+ years of public accounting experience, with significant time in tax advisory, • Director or Senior Manager experience preferred, • Strong technical background in tax planning for high-net-worth individuals and closely held businesses, • Demonstrated business development activity or strong interest in expanding in this area, • Experience with multi-state, fiduciary, partnership, and/or estate and gift taxation a plus, • Bachelor's degree in Accounting or Finance required; Master's in Taxation a plus Compensation & Benefits • Base salary: $280,000+, commensurate with experience (posted in compliance with California SB 1162), • Performance-based incentive compensation, • Partnership track within 3–5 years, • Comprehensive medical, dental, and vision benefits, • Retirement plan with employer contribution, • Paid time off, paid holidays, and California Paid Sick Leave, • Flexible and hybrid work arrangements Equal Opportunity Employer Correia & Associates is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital status, sexual orientation, gender identity or expression, military or veteran status, or any other characteristic protected under applicable federal, state, or local law, including the California Fair Employment and Housing Act (FEHA). Applicants with disabilities may request reasonable accommodations in accordance with California law. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. The salary range listed reflects the genuine, good-faith compensation range for this role in compliance with California's pay transparency requirements (SB 1162). Final compensation will be determined based on experience, qualifications, and geographic location.

Job Description Position Title: Advisor Services Associate - Onboarding Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate – Onboarding is a specialized role within the Simplicity Wealth Advisor Services Team. This individual serves as the primary point of contact for new advisory firms, guiding them through the critical phase of transitioning their book of business. You will be responsible for the seamless migration of Assets Under Management (AUM), ensuring a high-touch, "white-glove" onboarding experience for both advisors and their clients. This position may require 5% travel to assist with Advisor Onboardings. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. 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: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $56,000 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: 11512 El Camino Real, San Diego, CA 92130; or 3600 American Boulevard West, Bloomington, MN 55431; 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 Mission Statement The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. Position Summary The Director of Gift Planning (“DGP”) leads, develops, implements, and coordinates all phases of the Gift Planning Program within their assigned Divisional coverage area to achieve the goals set for identifying and establishing gift commitments. Essential Functions A DGP is responsible for identifying, cultivating, finalizing, and stewarding gift plan commitments. This will be achieved through management, marketing, metrics, and training activities. Management • A DGP is responsible for all gift planning activities within their assigned coverage area., • Maintain and build relationships with all appropriate Corps Officers and staff in their area., • Maintain personal responsibility for 75 – 150 existing life income donors., • Maintain annual stewardship for all living bequest donors within your area., • Maintain and build relationships with professionals such as CPAs, CFPs, and Attorneys., • Achieve minimum work product metrics as identified by the Sr. Gift Planning Leadership team., • Make a minimum of five (5) strategic/substantive face-to-face visits per month (donor, prospect, or advisor visits)., • Create and present a minimum of two (2) gift planning proposals per week., • Meet with all Corps Officers a minimum of two (2) times per year., • Schedule one (1) joint DRD – donor meeting per month., • Schedule one (1) joint Corps Officer – donor meeting per quarter., • Achieving these work product metrics will produce the following:, • Year 1: Identify or close twenty-four (24) plus gifts per year valued between $2.5M-$5M., • Year 2+: Identify or close fifty (50) plus gifts per year valued between $5M-$10M., • Promote, organize, and participate in a minimum of (1) donor or advisor seminar per year., • Complete and update a multi-channel Forecast and Marketing Plan (FMP) annually based on the template provided by Territorial Headquarters., • Annually submit your FMP to the THQ GP Office for integration into the THQ GP marketing budget. Working Conditions Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result. While performing the duties of this job, the employee is regularly required to walk, stand, climb, or balance, stoop, kneel, crouch, crawl and reach with hands and arms on a continuous basis. The employee must regularly lift and/or move up to 20 pounds, frequently lift and/or move up to 40 pounds, and occasionally lift and/or move up to 60 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. Must have the ability to operate telephone, a desktop or laptop computer, as well as the ability to access and produce information from a computer, and to understand written information. Minimum Qualifications • A strong desire to help others (donors) in achieving their financial and legacy goals., • A Bachelor’s degree in marketing, sales, finance, or related field. A preference is given for candidates with an advanced degree or certification such as, Certified Financial Planner (“CFP”), MBA, JD, CPA or CSPG., • Proven ability to assist donors in moving forward with closing gift plans at the six and seven figure level., • Ability to simplify complicated concepts in writing and verbally., • Comfortable with technical conversations involving financial or legal concepts., • Ability to develop creative options to present to an audience – provide choices., • Someone that is self-motivated, articulate, people & goal oriented, and can work in a fast-paced environment, maintaining poise under pressure, and work as a team member or independently as needed., • Strong public speaking skills., • Presents oneself in a professional manner., • Ability to maintain confidentiality and sensitivity in relation to information and documentation., • Proficient in MS Office, Excel, Word, PowerPoint, and has ability to learn CRM and application software readily., • Ability to use electronic media., • Ability to travel for training, conferences, and donor face-to-face visits.

Job Description The Role: Relationship Manager The Location: San Diego, California Reports To: Market Leader Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Relationship Manager The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives. By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services. What You’ll Do • Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success., • Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals., • Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio., • Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs., • Works with business development staff, lenders and underwriters to structure loans., • Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. Who You Are Experience & Expertise • 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales., • Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients., • Ability to close business., • Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution., • Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments., • Proven success in reinforcing a disciplined, performance-driven credit culture., • You lead with accountability, integrity, and consistency., • You thrive in a collaborative environment where transparency and follow-through matter., • You model professionalism, calm under pressure, and a solutions-oriented mindset., • You embrace data-driven decision-making while maintaining a client-first perspective., • Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects., • Ability to sit or stand for extended periods of time., • Ability to physically use a keyboard/mouse, • Ability to walk to and from workstations, • Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds., • Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do. If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

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 DescriptionSalary: $170,000-$280,000 Virtual Chief Information Security Officer (vCISO) / Fractional CISO / Security Executive Consultant Why Bird Rock Systems At Bird Rock Systems, we take pride in being named one of the Inc. 5000 Fastest Growing Private Companies. Our dynamic journey to success is fueled by a team of passionate individuals who thrive in a fast-paced environment. We're more than a workplace; we're a community of fun-loving people dedicated to excellence. What Sets Us Apart: • Inc.s Best Workplaces, • San Diego Business Journals Best Places to Work, • San Diego SHRM Workplace Excellence Award, • Fast-Paced Growth:As an Inc. 5000 honoree, we're committed to driving innovation and pushing boundaries. Join us to be part of a dynamic and ever-evolving company., • Vibrant Company Culture:We believe in creating an environment where work feels like fun. Our team is more than colleagues we're friends who collaborate, support, and celebrate together., • Core Values:Our values define us. Loyalty, work/life balance, kaizen (continuous improvement), unwavering integrity, exceptional customer service, and giving back to our community are the cornerstones of Bird Rock Systems. Your Opportunity: At Bird Rock Systems, you're not just an employee you're an essential part of our growth story. Join our team of driven professionals who embrace challenges, value camaraderie, and thrive on making a difference. If you're ready to work in an exciting atmosphere that blends passion, innovation, and purpose, we invite you to apply and embark on a rewarding journey with us. Take the next step towards an inspiring career. Apply now and become a proud contributor to Bird Rock Systems' exceptional trajectory! Join us on our journey. Apply today. Position Summary Role Type: Senior Consultant /Principal (senior individual contributor) At Bird Rock Systems, the Virtual Chief Information Security Officer (vCISO)roleserves as a fractional security executiveandprimary delivery authority and executive advisor for a portfolio of diverse clients. ThevCISOis accountable for the design, execution, andmeasurableimprovement of each assignedcustomers Information Security Program - guiding organizations from reactive security postures tooptimized,businessalignedsecurity operations. This roleisfirst and foremosta billable client delivery role. Cyber Security Advisory and presales support responsibilities are secondary and intentionally scoped to protect delivery quality,utilization, and customer outcomes. This roleblends strategicsecurityleadership,handsonadvisory, andportfoliolevel accountabilitywhileremainingcurrent on evolving security threats, industry trends, and emerging technologies. This role is for an experienced security leader who values judgment, craftsmanship, and longterm client impact. Success is measured not by activity volume alone, but by sustained improvements in customer security maturity, executive trust, and the ability to scale sound security practices across diverse organizations. This role is based in San Diego, CA and supports clients across regulated and growthoriented industries. The 90Day Win The first90 daysare focused onestablishingexecutive credibility, delivery rhythm, and security leadership presence across the assigned client portfolio. • Successfully baselinefive (5)client environments using the CIS Critical Security Controls, documented in Bird Rock-approved assessment artifacts, internally reviewed, and presented to customer executive stakeholders., • Identify, scope, and roadmapat least onecrtical/highpriorityremediation initiative per client thatresults in an approved execution path and budgetary estimate,leveragingBird Rock implementation practices (Cloud, Network, Privacy, or Security)., • Establish a recurring security leadership cadence (e.g.,steering committees or executive briefings)with documented agendas, executive-ready reporting, and defined success metricswith assignedcustomers., • Initiate andfacilitatea weekly internal security lessons-learned forumwithsecurityengineersto sharecrossclientthreats, trends, and improvement opportunities, producing actionable insights that inform service standards and delivery improvements. Location Must be based inSan Diego, CA Regular inperson collaboration expected to support delivery excellence, peer mentorship, and executive alignment.This role istrusted to exercise professional judgment in balancing onsite presence with focused work.Hybrid flexibility based on client and portfolioneeds. What You Bring Qualifications & Experience • 7+ years of progressive security leadership experience, within a consulting ormulticlientenvironment., • Demonstrated ability to translate complex security and compliance requirements into practical,businessalignedsolutions., • Proven experience leading security programs through influence, governance, and executive engagementrather than authority., • Demonstrated success managing competing priorities across multiple executive stakeholders in a fractional or consulting leadership model., • Enthusiastic toworkinofficeto foster collaboration, mentorship, and team culture., • A strong belief that successfulvCISOengagements create healthier, more secure, and more engaged client relationships., • Seeking a longterm professional home where security leadership craft can be refined, shared, and scaledrather than a shortterm stop between titles. Key Responsibilities Portfolio Accountability & Executive Delivery Leadership (80% Billable, Year 1 ramp) • Utilization targets are balanced against executive effectiveness, decision quality, and customer outcomes., • Own and execute a balanced portfolio of 5+ concurrent vCISO engagements, aligned by customer size, regulatory complexity, and delivery maturity, balancing executivelevel reporting with tactical security oversight., • Design, develop, maintain, disseminate, and enforce customer Information Security Programs, policies, standards, and associated compliance or framework requirements., • Execute security programs through influence, leveraging customer IT personnel and/or Bird Rock Services teams and contractors, establishing clear guidance, accountability, and escalation paths., • Remain well informed on industry trends, threat intelligence, regulatory changes, and security technologies to continuously improve customer outcomes., • Report on the performance and maturity of customer information security programs to executive leadership and boards using clear outcome-oriented metrics and maturity indicators., • Client portfolios are composed to balance customer complexity, regulatory demand, and delivery maturity., • Engagement load is managed to preserve executive presence, decision quality, and longterm customer outcomes., • vCISOs are supported by delivery practices, shared artifacts, and specialized engineering teams to avoid herobased execution models. Framework Fluency, Risk, and Compliance Execution • Expertly assess, select, and apply appropriate frameworks (e.g., CIS Controls, NIST, PCIDSS, HIPAA) based on customer risk profile and business objectives, ensuring depth of execution over superficial multi-framework coverage., • Advise on and guide customer objectives, including but not limited to:, • Security assessments and testing, • Risk management and security compliance, • Security policy, process, and procedure development, • Incident response planning and readiness, • Security training and awareness programs, • Security remediation initiatives, • Security lifecycle management, • Lead and/or actively participate in customer steering committees and governance forums to align security initiatives with measurable business priorities and risk-reduction outcomes. Threat Defense, Incident Leadership & Advisory Presence • Provide calm, decisive leadership during customer security incidents, serving as the senior security advisor for response coordination, executive communication, and postincident improvement planning, while respecting customer ownership of final operational decisions., • Conduct and guide wellarchitected security reviews to ensure hybrid and cloudnative environments are resilient, scalable, and secure., • Advise customers on the safe and responsible adoption of emerging technologies, including Generative AI, ensuring governance, policy, and controls prevent sensitive data leakage and unintended risk exposure. Strategic Growth, Upsell & Service Evolution • Use Monthly and Quarterly Business Reviews to identify material security risks and maturity gaps, translating them into prioritized, outcomedriven initiatives aligned to customer business goals, risk tolerance, and longterm security maturity., • Ensure new vCISOrelated services and processes are customerready, documented, and fully trained to engineers, project managers, and account managers prior to client delivery., • Provide structured peer review, peer mentorship, and delivery coaching to Bird Rock personnel executing customer security objectives, acting as a quality bar and force multiplier across the Services organization., • Contribute to the continuous improvement of the vCISO offering and related services based on realworld customer outcomes. Cyber Security Advisor Overlay & GotoMarket Support This role serves as a technical and strategic presales resource, with responsibilities intentionally limited in scope and duration to protect billable delivery excellence. Presales engineering responsibilities are secondary to billable client delivery and are focused on highimpact opportunities where executivelevel security leadership accelerates trust and deal velocity. • Act as a senior security subjectmatter expert in presales engagements, supporting account teams during qualified opportunities where executive-level security leadership accelerates trust and deal velocity., • Translate customer security challenges, regulatory requirements, and risk exposure into clearly scoped security and remediation offerings with documented assumptions and delivery expectations., • Ensure presales solutions are operationally sound, align with our delivery standards, and can be executed by the services team without delivery ambiguity or re-scoping., • Actively represents Bird Rock Systems at industry and company events by speaking, sharing insights, and engaging with peers and leaders. Compensation • Compensation Range: $170,000 - $280,000, • Strong base salary with performance incentives aligned to portfolio health, customer retention, and sustained delivery excellence; rewarding longterm outcomes rather than shortterm utilization spikes., • The aboverepresents the expected compensation range for this job requisition. Ultimately, in determining pay, well consider location, experience, and other job-related factors. Benefits At Bird Rock Systems, we make sure you have the support and resources to leverage and develop your skills, secure your financial future, and take care of your health and well-being. Bird Rock Systems continually seeks to provide a workplace where everyone can be their authentic self. Through Bird Rock Systems competitive benefits offerings and various training and development opportunities, we have you covered with our Benefits Program which includes: • Medical, Dental, and Vision Insurance, • Unlimited Paid Time Off, • Paid Family Leave Benefits, • Flexible Spending Accounts, • Pet Insurance, • Employee Assistance Program, • 100% Employer-Paid Life & AD&D Insurance, Short- and Long-Term Disability Insurance, • Monthly Wellness Reimbursement, • Cell Phone Reimbursement