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Job DescriptionCareer Renew is recruiting for one of its clients a Head of Bank Strategy & Partnerships - thsi is a fully remote role for US-based candidates. We’re building the infrastructure that will help banks work natively with stablecoins, unlocking fast, compliant, and programmable money movement. Regulatory changes and growth in stablecoin use cases are now opening the door for banks to engage directly with stablecoins. They face both a threat to their existing fiat-only business model, and an opportunity to capture growth by supporting stablecoins. But, they are unprepared to deliver the product and tech required to thrive in the tokenized financial system. We provide the answer to this problem. Our platform enables banks to natively support stablecoins with built-in compliance, observability, and safety. We solve the last mile problem, bringing stablecoin access to financial institutions used and trusted by billions of people. We're early, funded, and moving fast. Our founders have deep experience in stablecoins, payments, and high-availability systems; experience built over many years at Solana Labs, a startup stablecoin issuer, Paxos, Google, and Reddit. We have best-of-breed traditional fintech and blockchain investors including Solana Labs. Now, we need a Head of Bank Strategy & Partnerships to build and execute our strategy for engaging with banks. As an early hire, you get to shape the future of the company, stablecoin adoption, and the banking industry. Working at the nexus of stablecoins, payments, and banking will give you unique experience that will supercharge your career. What You'll Do * Create our bank partner strategy, shaping how we go-to-market and build our product. All structures are on the table including traditional customer relationships, deeper partnerships, and even M&A. * Identify partner banks with the right credentials to become a partner * Build a pipeline of early customer demand for the first banks that launch with us * Work closely with the product and engineering team to accelerate product development, integration with banks, and successful launches What We're Looking For * 5+ years of experience at a mid-to-senior role in a fintech or BaaS-friendly bank, with demonstrated understanding of banking operations and decision making * Proven track record building complex financial partnerships from initial contact to signed agreement * Familiarity with banking regulation including BSA/AML, asset/liability management, and liquidity * Experience interacting with product and/or engineering teams building new products * Working knowledge of stablecoins, blockchains, and how they interact with the fiat system for real-world use cases * Strong relationship-building skills with the ability to influence senior leaders as a trusted advisor * Comfortable with ambiguity and excited by early-stage execution * Experience working remote including strong communication skills and an understanding of building remote-first culture Why us? * Be an agent of change: Work at ground zero to drive banking and stablecoin evolution * Flexibility: We have a unique strategy to that anticipates the challenges of working in banking, so you’ll be able to make consistent forward progress * Be early: We're at the zero-to-one stage — your work will define the core product and GTM strategy * Own the problem: You’ll build and execute a strategy, not just implement someone else’s plan * Work closely with founders: High trust, high autonomy environment with a senior team * Strong upside: Competitive comp and meaningful equity * Fully remote: We are a remote-first team We're not building yet another DeFi protocol. We're bringing stablecoins to the heart of traditional finance. If you care about sound systems, clear ownership, and building foundational fintech infrastructure, we’d love to meet you.

Job Description Please note: This is not a full-time or part-time employment opportunity. We are seeking experienced fractional CFOs or financial consultants to partner with us in a referral-based, paid collaboration, on a contract basis. If you're currently supporting B2B SaaS or service-based companies and often identify underperforming marketing investments, this is a chance to bring in vetted growth strategy experts and earn referral income in the process. About the Opportunity: We’re building a trusted network of CFO partners who want to offer their clients more value—without adding to their workload. You refer companies that need smarter marketing or MarTech help, and we do the heavy lifting. How It Works: * You refer qualified clients for a marketing performance review * You earn $150 per booked call * If they sign on for implementation, you receive a $5,000–$7,500 success fee * Optional: Paid consulting milestone if you'd like to co-develop the initial strategy What We Offer Your Clients: Through our core programs, we support revenue growth by fixing marketing inefficiencies, building better funnels, and aligning systems. Sulte Accelerate – Fractional CGO Program * A full growth team (strategist, media, content, CRO, analytics) * Lead gen, funnel optimization, and conversion strategy * Revenue-focused metrics and reporting * Example: Unlocked $1M+ in pipeline growth for a B2B SaaS client in 45 days MarTech Accelerate – Attribution & Infrastructure Fix * Attribution rebuilt within 30 days * GA4, HubSpot, Mixpanel, and GTM alignment * AI tool integration to modernize marketing ops and free up team bandwidth * Live dashboards that tie spend to performance Ideal Partner: * 8+ years of finance experience, ideally supporting B2B SaaS or services * Currently operating as a fractional CFO or advisor to $2M+ revenue clients * Understands CAC, marketing ROI, forecasting, and revenue planning * Open to making introductions or joining strategy discussions when appropriate * Comfortable acting as a trusted strategic liaison on behalf of your clients About Us: We are a boutique growth strategy and marketing firm with over 10 years of experience supporting 7–8 figure companies. We specialize in: * Fractional Chief Growth Officer support * Funnel and revenue reactivation * Attribution, analytics, and AI-powered marketing ops * Engineering-as-marketing tools and infrastructure builds To Apply: Please include: * A brief note about your current client base or advisory background * Why you're interested in this partnership opportunity * Use the code CFO74357 to confirm you've read the full posting We’re excited to collaborate with finance leaders who see the untapped opportunity in smarter, more accountable marketing. Powered by JazzHR xSv4EW1DLr

Job Description Entry Level - Sales Development Representative (Remote) Location: Remote/Work From Home (U.S. Based or Canada) Job Type: Full Time and Flexible Hours Ready to Build a Career Where Your Effort Truly Pays Off? We're looking for driven, people-oriented individuals to join our team as Entry-Level Sales Development Representatives. In this fully remote opportunity, you’ll help individuals and families make informed decisions about their life and supplemental insurance coverage all from the comfort of your home. No experience in insurance? No problem. If you’re motivated, coachable, and ready to take on a new challenge, we’ll provide everything you need to succeed including training, licensing support, and quality client leads. What You’ll Do * Connect with clients through scheduled virtual consultations * Assess their needs and recommend personalized insurance solutions * Guide clients through the policy selection and enrollment process * Present coverage options clearly and professionally through online meetings * Build long-term relationships as a trusted advisor * Provide ongoing support for policy questions and updates * Maintain accurate client information and communications in our CRM * Prepare and deliver quotes and proposals * Complete the required licensing process with support from our team What You’ll Get * Uncapped Commission-Based Pay – Your income reflects your results. There’s no ceiling on your potential earnings * Residual Income – Earn monthly income from clients you’ve already helped * Leads Provided at No Cost – We supply you with high-quality leads so you can focus on serving, not prospecting * Work-Life Flexibility – Enjoy a fully remote role that fits around your schedule * Training and Career Growth – Get access to ongoing education, mentorship, and leadership opportunities * Recognition and Incentives – Earn travel rewards and other perks by reaching your goals * Optional Benefits Package – Options available to support your health, finances, and future Who Thrives in This Role? * Self-starters who enjoy working independently * People who are comfortable communicating and building trust over video calls * Those who care about helping others make informed financial decisions * Individuals who are goal-driven and thrive in performance-based environments * Fast learners who are open to coaching and growth Requirements * Must be 18+ and authorized to work in the United States or Canada * Access to a computer, internet, and a quiet, professional work environment Ready to Build Your Future? If you’re looking for a flexible, mission-driven career where your effort makes a difference for you and others, we encourage you to apply. At AO Globe Life, we’re committed to helping you succeed, grow, and make an impact. Apply today and take the first step toward a rewarding remote career in inside sales. Equal Opportunity Employer AO Globe Life is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all team members. We welcome applicants from all backgrounds, experiences, and identities. What to Expect After You Apply We review applications promptly. If selected, you’ll be contacted via phone, email, or text—typically within one week. Our team reaches out Monday through Saturday. To avoid missing important updates, please check your spam folder and add us to your safe sender list.

Job Description Job Title: Tax Director/Principal Location: Sherman Oaks, CA area - very loose hybrid Reports To: Chief Financial Officer (CFO) Department: Lead the Tax Department Job Type: Full Time Job Summary: We are one of the leading Entertainment focused Business Management firms working with high profile clientele in the music/entertainment industry. With the founders of the firm previously leading the Business Management divisions of some of the largest public accounting firms in Los Angeles. They took all of the systems and structure from the big firms to create their own shop focused on client excellence. It gives you the perfect mix of systems, structure and procedures in place while providing a client centric environment with good work life balance. We are seeking an experienced and strategic Tax Director to lead our corporate tax function. The Tax Director will be responsible for overseeing all aspects of tax compliance, tax planning, and tax strategy to ensure the organization meets its financial and regulatory obligations efficiently and ethically. This role will serve as a key advisor to executive leadership on tax matters and will manage both internal tax operations and relationships with external advisors and tax authorities. Key Responsibilities: • Lead and manage all corporate tax functions, including federal, state, local, and international tax compliance., • Develop and implement tax planning strategies that align with business objectives and minimize tax liability., • Ensure timely and accurate filing of all tax returns and related documents., • Manage tax audits and represent the company in dealings with tax authorities., • Oversee the preparation of quarterly and annual tax provisions in accordance with GAAP and IFRS (if applicable)., • Collaborate with accounting, legal, and business units to understand and analyze tax implications of new business initiatives, M&A, restructurings, and international expansion., • Monitor changes in tax legislation and assess potential impacts on the organization., • Develop and maintain internal controls for tax processes to ensure compliance and reduce risk., • Manage and mentor a team of tax professionals, fostering a culture of high performance and continuous improvement., • Bachelors degree in Accounting, Finance, or related field; Masters in Taxation or JD/LLM preferred., • CPA certification required., • Minimum of 10 years of progressive tax experience, including at least 5 years in a leadership role., • In-depth knowledge of U.S. federal, state, and international tax laws and regulations., • Experience with corporate tax provision processes (ASC 740)., • Proven ability to develop and execute tax strategies that support business goals., • Strong analytical, organizational, and project management skills., • Experience in tax work with HNWI's/Entertainment clients or the Business Management Industry, • Familiarity with tax software and ERP systems (e.g., OneSource, SAP, Oracle).

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Competitive salary, • Dental insurance, • Employee discounts, • Health insurance, • Paid time off, • Training & development, • Vision insurance Role Description This is a full-time hybrid role for a highly qualified Civil Engineer with expertise submitting drawings to utilities and doing design for large infrastructure projects. The role is hybrid (virtual / Los Angeles, CA) The Civil Project Engineer will be responsible for: • Leading and coordinating project Design, planning, resourcing, Scope of Work preparation, progress reporting, technical activities, scope alternative analysis, and troubleshooting for engineering of major capital projects, • Coordinating with clients, contractors, and other stakeholders., • Ensuring project results meet requirements regarding technical quality, reliability, schedule, and cost, • Planing, scheduling, and budgeting resources for projects, • Reviewing and evaluates technical project documents to identify gaps, errors, or areas for improvement, • Leading resolution of technical conflicts; exercising judgment and discretion to advise and recommend courses of action, • Responsible for QA of design and engineering outputs for internal and external resources, • Supporting other Civil Engineering and Business Activities as needed, • Bachelor's degree in Civil Engineering, • Professional Engineer (PE) license is highly preferred, • 4+ years of experience in Civil Engineering, • 1+ years of Experience in Project Management/ Project Engineering, • Quality Control expertise, • Experience in civil engineering projects, • Stormwater Management and Site Development skills, • Knowledge of relevant design and engineering software, • Stay up-to-date on industry best practices and regulations, • Knowledge of Project Management principles, • Skilled in Microsoft Office (Word, Excel, PowerPoint, SharePoint, Teams, OneDrive), • Ability to work well in a team, as well as independently, • Strong written and verbal communication skills, • Ability to adapt and reprioritize on a day-to-day basis depending on new or existing challenges that may arise, • Strong interpersonal and communication skillsEmployee Benefits:, • Paid Time off, Paid Holidays, Sick Leave, • Volunteering Days 1 day to be used to promote young students in Energy, STEM, Construction or to participate in projects to reduce carbon footprint, • Cell Phone reimbursement - $50 dollars / month, • Retirement Account with company match and Financial Advisor, • Medical, Dental, and Vision Insurance Flexible work from home options available.

Job Description Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems, • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge, • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value, • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals, • 5-10+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients, • History of consistent quota achievement, • Prior experience in winning new customer logos, • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory, • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description The Human Resources Business Partner is an integral part of our client's Human Capital & Talent team and will be responsible for implementing Human Capital & Talent strategies in actionable deliverables within practice offices or global functions, while championing colleague well-being and enabling a work environment that is equitable and offers fair treatment, transparency, inclusiveness, personal accountability, trust, and mutual respect. This role will be located in our client's Global Services Office in Los Angeles. Other key responsibilities include: • Implementing Human Capital & Talent strategies inclusive of engagement strategies, optimized performance, and professional development, • Managing people-related projects, programs, and processes to ensure compliance and completion, • Supporting department leadership with performance optimization efforts, including talent development and acquisition, resource management, and colleague training programs, • Serving as a trusted advisor to office leadership and colleagues by providing advice and guidance across all human resources topics, inclusive of employee relations and policy adherence, • Promoting effective work practices, working as a team member, and showing respect for co-workers, • Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information of our client We'd love to hear from you if you: • Possess comprehensive knowledge of human resources functions, • Demonstrate the ability to work in a team environment with a best-in-class customer-service focus, • Display effective communication skills, both written and verbal And have: • A Bachelor's degree or equivalent; four (4) years of relevant experience may be considered in lieu of a degree, • A minimum of four (4) years of relevant experience, • Two (2) years of additional relevant experience, preferably, • Experience advising, guiding, and supporting key stakeholders within a global matrixed organization, preferably, • Experience in coordinating and managing complex employee relations matters, preferably Many of our job openings can be viewed at

Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation: $123,000 at plan earnings Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a collaborative team player willing to further development through continued training opportunities, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not requiredAbout Company New York Life Insurance Company is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

Job Description Job Title: Tax Director/Principal Location: Sherman Oaks, CA area - very loose hybrid Reports To: Chief Financial Officer (CFO) Department: Lead the Tax Department Job Type: Full Time Job Summary: We are one of the leading Entertainment focused Business Management firms working with high profile clientele in the music/entertainment industry. With the founders of the firm previously leading the Business Management divisions of some of the largest public accounting firms in Los Angeles. They took all of the systems and structure from the big firms to create their own shop focused on client excellence. It gives you the perfect mix of systems, structure and procedures in place while providing a client centric environment with good work life balance. We are seeking an experienced and strategic Tax Director to lead our corporate tax function. The Tax Director will be responsible for overseeing all aspects of tax compliance, tax planning, and tax strategy to ensure the organization meets its financial and regulatory obligations efficiently and ethically. This role will serve as a key advisor to executive leadership on tax matters and will manage both internal tax operations and relationships with external advisors and tax authorities. Key Responsibilities: • Lead and manage all corporate tax functions, including federal, state, local, and international tax compliance., • Develop and implement tax planning strategies that align with business objectives and minimize tax liability., • Ensure timely and accurate filing of all tax returns and related documents., • Manage tax audits and represent the company in dealings with tax authorities., • Oversee the preparation of quarterly and annual tax provisions in accordance with GAAP and IFRS (if applicable)., • Collaborate with accounting, legal, and business units to understand and analyze tax implications of new business initiatives, M&A, restructurings, and international expansion., • Monitor changes in tax legislation and assess potential impacts on the organization., • Develop and maintain internal controls for tax processes to ensure compliance and reduce risk., • Manage and mentor a team of tax professionals, fostering a culture of high performance and continuous improvement., • Bachelors degree in Accounting, Finance, or related field; Masters in Taxation or JD/LLM preferred., • CPA certification required., • Minimum of 10 years of progressive tax experience, including at least 5 years in a leadership role., • In-depth knowledge of U.S. federal, state, and international tax laws and regulations., • Experience with corporate tax provision processes (ASC 740)., • Proven ability to develop and execute tax strategies that support business goals., • Strong analytical, organizational, and project management skills., • Experience in tax work with HNWI's/Entertainment clients or the Business Management Industry If interested you can apply to this position or email your resume to To view additional roles we are recruiting for, please visit: #LI-LVL1

Job Description Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat our team members with the same care and respect we give our clients – which is why we offer unlimited vacation, flexible work arrangements, gender-neutral paid parental leave, and more. This is an invitation for seasoned financial advisors (CFP® with 5+ years in the trenches) to express an interest in joining our community here at Abacus. This is a hybrid position, working 2-3 days per week in our Santa Monica office. Starting salary would be based on several factors, with years of experience leading the conversation. Are you looking to join a team where financial planning meets purpose? Where spreadsheets and compassion coexist? Where you can bring your whole self to work (even the part that gets excited about tax-loss harvesting)? We can't wait to meet you! Life as an Abacus Advisor: Where Money Meets Purpose • Deliver consistent financial planning experiences so good, clients might name their yacht after you, • Navigate our tech ecosystem (Salesforce, eMoney, Box, DocuSign, GSuite) with the confidence of someone who doesn't need to call their teenage nephew for help, • Wield our advisor tools and technologies like a financial planning superhero, • Welcome new clients as either their lead advisor or relationship manager (we're all about the dynamic duo approach), • Help us grow by networking, writing, speaking, or simply having genuine conversations with clients about referrals, • Strongly encouraged: Develop your own financial "superpower" (e.g. subject matter expertise, client niche or avatar), • Offer such wonderful service that your clients can’t help but refer their friends and loved ones to you (with bonus comp that'll make your wallet smile), • Open to joining an internal committee where you can contribute your vast knowledge and demonstrate leadership skills (no mandatory trust falls, we promise), • Participate in our Matchmaking process (prospects who book a call through our website) to help determine if they are a good fit for Abacus, • Appreciate the value of educational growth and development – dedicate up to 10% of your time learning new tricks, • Guide the next generation of financial wizards by mentoring associates and newer advisors - think of Abacus like a teaching hospital where we are always growing the next generation of talent, • Contribute at least 8 hours annually to Pro Bono work (because doing good feels good), • Be excited about growing your career here, and eventually becoming one of our employee owners.Must-Haves: Non-Negotiables That Support a Great Job Fit, • Alignment with our Core Values – not just on your resume, but in your daily actions and decisions, • CFP® designation (the one acronym we absolutely require), • 5+ years of experience in financial planning at fee-only RIAs (your experience runs deeper than a standard deviation chart), • Communication skills that can translate "complex financial jargon" into "oh, now I get it!", • Project management skills that would impress Marie Kondo – organized, detail-oriented, and resourceful. Our Advisors are not experts in every area, but they are organized and attentive, using their resources to provide an accurate and timely response to their clients., • A passion for financial planning that borders on obsession (if you've ever debated credit card points at a dinner party, you're our kind of people), • Ability to embrace change and new technology faster than you can say "blockchain", • Appreciation for our B Corp certification – we're committed to people and planet, not just profits (revolutionary, we know). If these things are priorities for you too, you belong with us!We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy. Powered by JazzHR CYxJZfMVTP

Job DescriptionRincon Consultants is seeking Director/Principals to lead our growing Renewables and Utilities services within our Environmental Planning and Natural Resources teams. This is an exciting opportunity for an accomplished leader in the renewable energy and/or utilities sectors to shape Rincon’s statewide strategy, guide high-profile projects, and expand our market presence. You will oversee multidisciplinary teams, manage key client relationships, and drive innovation in service delivery—while mentoring senior staff and advancing strategic growth initiatives. You will set practice priorities, identify emerging market needs, guide service innovation, and collaborate closely with executive leadership and cross-disciplinary teams. The ideal candidate has a proven track record in business development, complex project delivery, and regulatory navigation, with a passion for sustainable energy and utility solutions. While this role may offer flexible work arrangements that can include a mix of in-office and remote work, our changing business needs will ultimately determine our level of remote-work flexibility. Additionally, to promote in-person collaboration and client teaming, we prioritize hiring those who reside within 50 miles of a Rincon office which currently includes: Carlsbad, Fresno, Los Angeles, Monterey, Oakland, Palm Springs, Riverside, Sacramento, San Luis Obispo, San Diego, San Jose, Santa Barbara, and Ventura. We are open to locations across California. Overview of Key Duties and Responsibilities Strategic Business Development and Client Leadership • Shape and lead Rincon’s statewide strategy for renewable energy and utilities services., • Cultivate and sustain senior-level client relationships, positioning Rincon as a trusted advisor., • Lead business development, including opportunity identification, proposal strategy, and industry representation., • Collaborate across service lines to deliver integrated solutions for renewable energy, transmission, distribution, and utility infrastructure.Operations and Technical Oversight, • Oversee project portfolios, ensuring technical excellence, compliance, and on-time, on-budget delivery., • Provide QA/QC review for technical studies, environmental documentation, and regulatory filings., • Guide strategy for CEQA/NEPA, CPUC, FERC, and other agency requirements., • Streamline operations and enhance service delivery through process improvements.Team Development and Mentorship, • Recruit, develop, and retain top talent for the Renewables and Utilities practice, fostering a high-performance, collaborative culture., • Mentor senior staff on business strategy, technical leadership, and client management., • Bachelor’s degree in Environmental Science, Biology, Environmental Policy, Planning, Engineering, or related field (Master’s preferred)., • 12+ years of progressive experience in environmental consulting, including senior-level project management, business development, and technical leadership within the renewable energy or utilities sectors., • Demonstrated ability to lead complex, multidisciplinary projects, navigate regulatory frameworks, and deliver strategic solutions for clients., • Proven track record of building long-term client relationships and securing repeat business., • Strong business acumen, with expertise in budgeting, forecasting, and resource allocation., • Exceptional communication and presentation skills. The base salary range for this full-time position is $150,000–$190,000, plus a generous benefits program. At Rincon, our salary ranges are based on market median of similar jobs, according to third party salary benchmark surveys. The base pay that is offered will consider internal equity and may vary depending on the candidate’s job-related knowledge, skills, and experience. We are proud to offer a comprehensive Total Rewards Package, providing our valued employees with many benefits to enhance their well-being and financial security. Our health benefits include a range of options such as HMO, PPO, HDHP, and Health Savings Account choices, ensuring you have the flexibility to select the plan that best suits your needs. Additionally, you can enjoy peace of mind with employer-paid life and long-term disability insurance, as well as dental, vision, and prescription drug coverage. We prioritize your well-being by offering three weeks of vacation accrual in the first year, paid sick leave, and paid holidays, ensuring you have ample time off to rejuvenate. Planning for your future is made easier through our 401(k) / Profit Sharing Retirement Plan and bonus opportunities. Beyond the essentials, Rincon recognizes the importance of personal and professional growth, that's why we provide opportunities for professional development and mentoring. Our commitment extends to the community through Volunteer Pay for a Day, reinforcing the values of social responsibility. Moreover, we go the extra mile with additional perks like Flexible Spending & Dependent Care, Supplemental life insurance, Legal Shield, Identity Protection, Pet Insurance, and much more. Check out more details on our Rincon Consultants webpage here! Individuals offered employment must successfully complete a pre-employment drug screening as a condition of employment. Additionally, those hired who may be assigned to federal projects will be subject to further drug testing, including screening for cannabinoids (THC/marijuana), in compliance with the Drug-Free Workplace Act of 1988 and other applicable federal regulations, which take precedence over California state and local laws. Rincon Consultants, Inc does not accept unsolicited applicant/candidate resumes from search firm recruiters and/or temporary agencies that do not have a signed contract and specified work order with Rincon Consultants. Further, such resumes received will be deemed the sole property of Rincon Consultants and no fees will be paid in the event Rincon Consultants subsequently hires such individual. Rincon Consultants is an equal opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Powered by JazzHR CPRdV0WLJ0

Job Description Harrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships. Responsibilities The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas: • Manage client relationships with extensive client contact., • Actively manages a client portfolio for the overall development and management of an investment strategy., • Provides financial planning to the clients., • Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets., • Respond to direct client requests., • Continued development of new business. Developed through independent means and utilizing professional networking and direct solicitation. Qualifications The Wealth Advisor/Certified Financial Planner position typically requires the following qualifications: • Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients., • Bachelors degree is required, an advanced degree is preferred but not required., • Established network of accounting and legal professionals in the local and regional markets., • Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom, Slack, and other client reporting applications is preferred., • Strong communication skills, • Self-starter, takes initiative, • Transferable book of business or demonstrated history of business development success Designations: CFP Preferred Salary and Benefits Pay/benefits are competitive based on industry standards • Salary will be based on experience., • Benefits include health care and 401(k) and PTO Rewards: • Competitive base, bonus, and comp structure with excellent benefits., • Rewarding culture and team within a client-focused, family-oriented firm. While our client is based in LA, they are open to advisors around the US who may be looking for more resources or support to grow their practice.

Job Description Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money. We treat each other with the same level of care and respect we treat our clients – it’s why we offer unlimited vacation, flexible work hours (and location), generous paid parental leave, and more. This role is structured as an apprenticeship designed to make you the best financial advisor possible. You’ll take notes, participate in client meetings, and learn what it is to be an Abacus Financial Planner. If you’re eager to get your career in finance started, we are looking for you! This is an on-site role during the first 90 days, and after that it becomes a hybrid role, with some days reporting to our office in Santa Monica, California. The starting range for this position is $75k - $79k annual salary. Your Life as an Associate: • Learns and practices not only the techniques of financial planning, but also the unique ways Abacus does business. Think of it as learning the secret handshake of financial wisdom., • Works daily in Salesforce (our CRM - Customer Relationship Management software), eMoney (our financial planning software), Box, DocuSign, GSuite, and more., • Joins client meetings and takes notes, making sure all follow-up tasks are completed on time. Your superpower? Turning client conversations into actionable to-do lists before the coffee even cools., • Our associates are taught to work with client prospects in a caring and supportive manner. After learning the basics, Associate Advisors participate as part of our “matchmaking team,” where they are trained to help match up prospects with the advisor who would be the best fit. This builds comfort with sales conversations without cold calling or setting unrealistic expectations for our newest advisors., • The purpose of this role is to build trust and competency, while providing support to Lead Advisors.Must-Haves:, • Having passed the CFP® exam is required., • 1-2 years of financial planning experience is not required, but establishes you as a more competitive candidate. Think of it as extra credit for already knowing your way around a Roth IRA., • Great written and verbal communication skills support strong ability to take accurate notes, communicate with advisors, and interact with clients., • Strong interpersonal skills and EQ are essential to building trusting relationships and providing high quality service., • Project management skills are critical. Our associates are the “air traffic controllers” of client processes. Associate Advisors do not know how to do every task, but they definitely can make sure they get whatever they can, done on time., • A very strong interest in financial planning is really important. Our advisors debate the intricacies of credit card points, have emotional conversations over GRATs, and have strong beliefs on projected inflation rates., • Comfort with change and new technology is key., • You have an understanding and appreciation of our Core Values - we hope you live and breathe them like we do., • We’re a certified B Corp committed to people and planet. If these things are important to you too, you belong with us!Competitive Edge:, • 1-2 years of experience at an RIA (Registered Investment Advisor firm)., • Career changers are welcome! Having 3+ years of career experience in any industry also makes you a more competitive candidate., • In-person customer service experience in the hospitality industry tends to build the level of service we're looking for.We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy. Powered by JazzHR PIiX4Y8BAN

Job DescriptionSalary: $90,000-$110,000/year DOE The Resmark Companies is a full-service residential investment advisor headquartered in Los Angeles. Our company manages finances and oversees the acquisition and development of single-family, single-family build-to-rent, and multifamily residential real estate nationwide. For more information on The Resmark Companies, please visit our website at . We are currently looking for an experienced Asset Management Analyst to join our team in our Los Angeles office. The position will support the Asset Management team and be responsible for various facets related to the life cycle of residential developments. Reporting to the Chief Investment Officer, this position has the following key responsibilities: • Assist in reviewing monthly financial and operating reports to measure how property and portfolio performance aligns with budgets and business plans;, • Prepare and present monthly, quarterly, and annual reports detailing property and portfolio performance relative to budget, internal and external benchmarks, and established goals;, • Liaise with internal and external stakeholders, including Resmarks senior executives, asset managers, development partners, sales brokers, property management personnel, market consultants and other third parties;, • Conduct market research on current residential market conditions, prepare market charts, analyze pricing trends, and present findings to team members;, • Engage with developer partners and participate in property site visits;, • Participate in special projects as needed. Candidates for this position should have the following experience/skills: • Minimum two years of analytical experience in the residential or commercial real estate sectors; underwriting, operations and finance experience desirable;, • Four-year undergraduate degree in business, finance, economics, or real estate;, • Very strong skills in Microsoft Excel, Microsoft PowerPoint, and proficiency in other basic computer applications;, • An understanding of financial modeling including cash flows, real estate valuation techniques, IRR calculation and ability to prepare various economic scenarios;, • Strong interest in real estate and real estate finance; basic knowledge of real estate terms and principles of real estate finance;, • An understanding of financial statements, loan documents and other real estate related documents;, • Excellent written and verbal communication skills, with the ability to persuasively communicate and clearly articulate positions. Candidates should also have the following qualities: • Excellent analytical skills;, • Highly organized and detail oriented; ability to multi-task and manage multiple priorities and meet deadlines with a very high quality of work;, • Ability to work independently, take initiative and take on additional responsibilities as warranted;, • Strong interpersonal skills, attitude, and ability to work well with others and build good relationships, both internally and externally;, • High level of personal and professional integrity and a strong work ethic.

Job DescriptionDescription: Manhattan West Enterprise Company (“Manhattan West”) is seeking a Wealth Management Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Management Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, exempt position, • Reports to the CEO, • Position can be on-site or remote Responsibilities: • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Ability to succeed in a small but fast-growing entrepreneurial company Requirements: • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Must carry over a minimum $20 million transferrable book of business, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: • Certified Financial Planner™ designation is preferred but not required Compensation: • This is an incentive-based compensation position. As such, the pay scale for this position will vary depending on employee performance. However, the anticipated pay scale is $120,000 - $300,000+, comprised of a draw and incentive compensation. Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Paid time off (PTO), • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. Requirements:

Job Description Financial Advisor Type: Full-time Client location: Encino, CA Schedule: Remote Our client is seeking an experienced Financial Advisor with a portable book of business ($10M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. Our client is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) located in Encino, CA, that provides fiduciary financial planning and investment management to clients in over 30 states, leveraging modern technology and a deeply personalized approach. They were named by Newsweek as one of America's Top Financial Advisory Firms. Our client is seeking an experienced Financial Advisor with a portable book of business ($10M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. You’ll maintain full ownership of your client relationships while gaining access to: • A Competitive Compensation Structure, • Base salary + payout + growth-based bonuses, • Comprehensive Back-Office Support, • Paperwork, client onboarding, compliance, billing, operations, • In-House Portfolio Management, • Investment strategies implemented and monitored by our professional team, • Modern, Integrated Technology Stack, • Client portals, CRM, financial planning tools, and reporting, • Employee Benefits, • 100% employer-paid Medical, Dental, and Vision, • 401(k) with company match and profit sharing, • Ongoing professional development opportunities What Your Clients Will Experience: • Unbiased fiduciary advice from trusted professionals., • Personalized financial planning and investment guidance from a team of CFP® and CFA® professionals., • Seamless access to their accounts and reports through modern digital tools., • Friendly, responsive service from a warm and capable support team. What We’re Looking For: • Minimum 4 years of experience in a client-facing financial advisor role., • A portable book of business of at least $10 million in AUM., • Clean compliance record., • Proven track record of developing and managing client relationships., • Strong communication and interpersonal skills., • Series 65, CFP®, or CFA® preferred (we can support licensing if needed) This Role is Ideal If You’re: • Looking for an independent, fiduciary firm where you retain ownership of your clients., • Ready to offload operational tasks and focus on growing your business., • Excited to collaborate with an experienced, supportive team., • Interested in offering a better client experience with modern tools and expert guidance.Company DescriptionTenTek has been in business since 1989 and is recognized as a leading staffing provider of tech professionals to a growing client base.TenTek has been in business since 1989 and is recognized as a leading staffing provider of tech professionals to a growing client base.

Job Description Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you. Compensation: 120,000 at plan commissions Responsibilities: • Leverage company-provided marketing tools and industry resources., • Participate in structured coaching and mentorship programs., • Attend hybrid meetings, including in-person team collaboration, as required., • Offer solutions in insurance, asset accumulation, and retirement planning., • Develop client relationships and provide tailored financial strategies.Qualifications:, • Self-motivated, coachable, and driven to succeed., • Strong interpersonal and communication skills., • Demonstrated leadership or a proven track record of success., • Experience preferred and comprehensive training is included., • Must be authorized to work in the US.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description No Agencies Remote (US/CAN) - preference for candidates located in or close to Los Angeles / Santa Monica who are able to work with our CEO in person at our Santa Monica HQ. Fully remote otherwise. Maximus () is a mission-driven consumer performance medicine telehealth company that provides men and women with content, community, and clinical support to optimize their health, wellness, and hormones. Maximus has achieved profitability, 8-figure ARR, and is doubling year over year - with a strong cash position. We have raised $15M from top Silicon Valley VCs such as Founders Fund and 8VC as well as leading angel investors/operators from companies like Bulletproof, Tinder, Coinbase, Daily Stoic, & Shopify. About the Role: Maximus is seeking a visionary and results-driven Head of Finance to lead our financial operations and be a key architect of our future growth. This is a unique opportunity to shape the financial landscape of a dynamic company dedicated to transcending genetic and environmental limitations. If you are a strategic financial leader with a passion for driving impactful change in a high-growth environment, and you thrive on building world-class financial foundations and empowering teams, we invite you to explore this pivotal role. Key Responsibilities:Strategic Planning & Financial Leadership As our Head of Finance, you will forge a comprehensive financial strategy that fuels our mission and ambitious growth. Your key responsibilities will be: * Mission-Aligned Financial Strategy: Develop and execute a financial roadmap that aligns with our core mission of transcending genetic and environmental limitations for men. * Precision Forecasting & Planning: Lead annual and seasonal budget planning, oversee in-season forecasts, and build robust revenue and profitability models to ensure we hit our revenue and EBITDA targets. * Capital & Cash Flow Command: Own cash flow forecasting, liquidity planning, and our banking relationships. You will be the trusted advisor to the CEO and Board, identifying financial risks and opportunities with proactive insight. * KPI-Driven Performance: Define, track, and evangelize financial targets and KPIs that drive top-line growth, margin improvement, and capital efficiency. * Investor Narrative & Reporting: Craft compelling investor decks, board materials, and financial narratives that tell the story of our growth and impact. * Empowering the Tribe: Equip the organization with the tools and financial literacy needed to measure performance and make data-driven investment decisions. * Operational Partnership: Collaborate with cross-functional leadership to translate financial plans into real-world execution, finding new ways to drive revenue, optimize margins, and allocate resources with disciplined intensity. Financial Reporting & Business Insights You will deliver financial intelligence that drives action and accelerates our data-driven culture. * Actionable Reporting: Deliver weekly, monthly, and quarterly reports with clear headlines and actionable insights for both leadership and investors. * Decision-Driving Tools: Create financial tools that empower department heads to understand their performance and make smarter business decisions. * Data-Driven Culture: Champion the development and use of our digital dashboards, grounding our daily activities in measurable results and fostering a culture of data-driven decision-making. Accounting, Compliance & Reporting You will build and maintain a financial foundation that ensures accuracy, compliance, and scalability. * Impeccable Reporting: Lead accurate and timely GAAP and cash-based reporting for all internal and external stakeholders. * Regulatory & Tax:: Oversee tax compliance, audit preparation, and regulatory filings, working with our expert advisors to ensure we are always audit-ready. * MSO/PC Structure Expertise: Provide best-practice guidance to support our MSO/PC structure, ensuring operational and financial excellence. * Internal Controls: Maintain a strong internal control environment and a disciplined accounting calendar to safeguard our assets and ensure financial integrity. Capital Strategy & Fundraising You will play a critical role in securing the capital that allows us to scale our impact. * Capital Planning & Fundraising: Support the executive team and board in all aspects of capital planning, including equity and debt fundraising. * Growth Roadmap: Create a multi-year growth roadmap that details strategic capital investments and quantifies their expected returns. Legal Oversight * You will provide crucial support in managing our legal and regulatory obligations. * Contract & Compliance Management: Support contract reviews, manage legal and regulatory filings, and ensure overall organizational compliance. Qualifications We are looking for a seasoned leader with a proven track record of driving financial excellence in high-growth environments. * Experience: 15+ years of progressive finance leadership experience in telehealth, ecommerce, SaaS, or D2C, with start-up experience strongly preferred * PC/MSO Expertise: A deep understanding of PC/MSO operations, with a demonstrated ability to align financial strategy with operational efficiency to drive profitability. * Technical Acumen: Hands-on experience in hybrid cash and GAAP environments with deferred revenue models (e.g., subscriptions). * Proven Results: A clear track record of driving margin improvement, executing successful capital planning, and providing cross-functional financial support. * Versatility: Comfort and expertise in navigating both high-level strategic planning and hands-on tactical execution. * Credentials: CPA, CFA, or equivalent is strongly preferred. An MBA or other advanced degree is a plus. World-Class Benefits: * Premium Blue Shield Platinum PPO & HMO Plans (up to 80% premium coverage) * Full Suite: Medical, Dental, Vision, Life Insurance * Best-in-class 401K options * Flexible vacation/time-off policies * Liquidity of options whenever available * Extended options exercise window for loyal employees (3 months for every year of service; e.g. 1 year for 4+ year employees) Compensation Range: $200K - $250K

Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Family Office Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. Develop new business through independent means, collaboration with other departments, senior management, and professional networking. Delegate work efficiently to Client Advisory support professionals. Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. Work with the investment team on scheduling clients investment performance reviews and monitoring trades. Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. Contribute actively to internal committees as part of the senior team. Requirements: Bachelors degree required; advanced degree (MBA or JD) highly preferred. Professional certifications such as CTFA, CFP, CFA, or CPA. Minimum of 8 years of Trust and Estate Planning experience. Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. Proven business development experience within the UHNW space. Proficiency in legal documents related to trusts, estate planning, and finance. Established local and regional network of accounting and legal professionals. Rewards: High visibility to internal executives with opportunities for position expansion and continued professional development. Competitive base salary, bonus, and compensation structure with excellent benefits. Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Development Advisor to join our award-winning team and expand our national footprint! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! In this newly created role, you’ll be the first point of contact for qualified digital leads, educating prospects, uncovering their needs, and helping them take the next step in their financial journey. You’ll work closely with our marketing team and wealth advisors, but your primary focus is on client acquisition, rather than ongoing advisory work. We want to hear from you if you thrive in a high-touch, high-conversion environment and enjoy helping people take action. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. What you’ll do as a Business Development Advisor: Lead Engagement & Sales Strategy • Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.), • Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm, • Clearly communicate Mission Wealth’s value proposition and how our services align with their goals, • Partner with servicing teams and internal resources to develop, present, and close planning-based financial plans, • Become a high-level expert on Mission Wealth’s suite of investment solutions and niche-based strategies to diagnose and target prospects' need(s) quickly., • Development of value-based needs and solutions that can be communicated to prospects, • Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion, • Help generate new client relationships by serving as a knowledgeable resource for information and advice, • Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows, • Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene, • Schedule consultations, presentations, and implementations using tools like Calendly and monitor no-shows, reschedules, and re-engagement workflows, • Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates, • Provide feedback on lead source partners and track ROI from different marketing funnels, • Contribute to internal discussions on sales scripts, SOPs, and performance metrics, • Assist with CRM reporting, lead assignment tracking, and operational follow-through, • Support proposal meeting prep and post-call summaries when involved in ongoing prospect conversations, • Sales-Oriented Communicator. You’re energized by speaking with people, uncovering needs, and motivating them to act., • Financial Planning Problem Solver. You love using your financial planning knowledge to help prospects become happy clients for life., • Client-Centered. You love guiding people toward better outcomes and see value in financial planning—even if you don’t deliver the plan yourself., • Detail-Oriented & Process-Driven. You understand the importance of timely follow-up, accurate data entry, and CRM consistency., • Tech-Savvy. You can learn platforms like Salesforce, Pardot, Calendly, and AI tools quickly., • 2–10 years of experience in sales, business development, or advising roles; financial services experience preferred, • Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients, • CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months), • Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills, • Excellent written and verbal communication skills, with a consultative and empathetic approach, • Experience with high-volume calling, prospect qualification, and structured conversion processes, • Ability to thrive in a fast-paced environment while maintaining a high-touch, white-glove experience Location: This position is based out of our 34 locations. This is an in-office position. Salary: $120,000, plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales-based, and performance (hurdle) bonuses. Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job Description K2 Space is building large, high-powered spacecraft for the next generation of space development. Backed by Lightspeed Venture Partners, Altimeter Capital, and many others ($200M raised to date), we intend to mass produce the highest-powered satellite platforms ever built for missions across LEO to Deep Space. The rise of launch vehicles like Falcon 9 and Starship enables the move from an era of mass constraint to one of mass abundance. We believe this new era requires spacecraft with a fundamentally different design in order to fully utilize the massive rockets coming to market. We're a team that believes the future lies in building large, high-powered satellites that can handle multiple orbits. This is a necessity if we ever want to develop the solar system, and become a Kardashev Type II (K2) civilization. If you are a motivated individual who thrives in a fast-paced environment and you're excited about contributing to the success of a groundbreaking Series B space startup, we'd love for you to apply. The Role The Accounts Payable Specialist oversees the accounts payable function, ensuring accurate and timely processing of vendor invoices, payments, and expense reimbursements. This role involves working with team members across the organization, maintaining compliance with company policies and financial regulations, and optimizing AP processes for efficiency. The ideal candidate is detail-oriented, experienced in accounts payable operations, and skilled in leadership and process improvement. Responsibilities • Process high-volume vendor invoices, including verification, coding, and obtaining necessary approvals., • Lead the preparation and execution of payment runs (e.g., checks, ACH, wire transfers) to ensure timely vendor payments., • Reconcile vendor statements, resolve discrepancies, and maintain positive vendor relationships., • Assist in maintaining the vendor master file, ensuring data accuracy and compliance with tax requirements (e.g., W-9s, 1099s)., • Review and monitor AP transactions to ensure adherence to internal controls, company policies, and regulatory standards., • Support month-end and year-end close processes, including account reconciliations and accrual preparation., • Prepare AP aging reports and other financial reports for management review., • Identify opportunities for process improvements and assist in implementing AP automation or system enhancements., • Collaborate with procurement, receiving, and other departments to resolve invoice and purchase order discrepancies., • Provide documentation and support during internal and external audits., • Associate's or Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)., • 3+ years of accounts payable experience, with demonstrated expertise in AP processes and 3-way matching., • Proficiency in ERP systems (e.g., NetSuite, MS Dynamics, QuickBooks) and AP software tools (e.g., Bill.com, Ramp)., • Strong skills in Microsoft Excel and other Office applications., • Excellent attention to detail and accuracy in data entry and financial processing., • Strong organizational and time-management skills, with the ability to prioritize tasks in a high-volume environment., • Effective communication and interpersonal skills to train staff and collaborate with cross-functional teams., • Knowledge of GAAP and basic tax regulations (e.g., 1099 reporting) preferred., • Base salary range for this role is $25 - $35 per hour and equity in the company, • Salary will be based on several factors including, but not limited to: knowledge and skills, education, and experience level If you need a reasonable accommodation as part of your application for employment or interviews with us, please let us know. Export Compliance As defined in the ITAR, "U.S. Persons" include U.S. citizens, lawful permanent residents (i.e., Green Card holders), and certain protected individuals (e.g., refugees/asylees, American Samoans). Please consult with a knowledgeable advisor if you are unsure whether you are a "U.S. Person." The person hired for this role will have access to information and items controlled by U.S. export control regulations, including the export control regulations outlined in the International Traffic in Arms Regulation (ITAR). The person hired for this role must therefore either be a "U.S. person" as defined by 22 C.F.R. § 120.15 or otherwise eligible for a federally issued export control license. Equal Opportunity K2 Space is an Equal Opportunity Employer; employment with K2 Space is governed on the basis of merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.

Job DescriptionDescription: About the company Ardmore Home Design (AHD), founded in 2008, is a privately owned, fast-paced, founder-led entrepreneurial company where we value people with strong skills to make our products and processes better every day. We design, sell, and distribute luxury home décor globally to interior designers and boutique/luxury retailers. The AHD family of wholesale brands includes Made Goods (flagship furniture made from unique materials), Pigeon & Poodle (home and bath accessories), Blue Pheasant (handcrafted tabletop products) and Burton James (seating home furnishing). Job Summary We are seeking a highly motivated Showroom Manager with a passion for creating memorable experiences for our design clients. This is an opportunity for those who thrive in a client-centric environment, see themselves as more than a sales professional but also as a true personal advisor. The ideal candidate is someone who can deliver exceptional customer service, has a strategic sales mindset, willingness to learn and a passion for forming meaningful relationships with designers and design-driven retailers. Additionally, we are looking for someone results-driven, with a proven track record of meeting and exceeding targets. We value individuals who are eager to contribute their creativity and skill set to the success and reputation of our luxury brand. This individual embraces and supports our in-person/on-site work culture and embodies our company values of Ownership, Collaboration and Respect. Duties and Responsibilities: Sales Targets • Achieve or exceed monthly /annual established sales goals., • Report weekly activity. Include volume, requests made, trends, challenges, feedback and opportunities., • List items sold off the floor and collaborate with internal team about suggestions for replacements/re-orders., • Produce a monthly report covering objectives set, results achieved and sales performance, collating forward indicators. Accurately monitor, analyze and report sales patterns and trends., • Generate weekly call logs and establish customer list. Brand Ambassador • Educate customers about product design, inspiration, custom options, materials used and capabilities., • Maintain the striking visual appearance of the showroom by effectively executing merchandise plans and strategies., • Maintain company presence in design community through networking, joining organizations, and/or participating in and hosting to-the-trade events., • Share local press features with management and marketing teams. Develop and extend the customer account base through local marketing initiatives. Customer Service • Provide exceptional service to appointments and walk in traffic, building trust and reputation for superior client experiences., • Ensure an exceptional customer experience through management of all phases of sales transactions from qualifying the potential client, to design consultation, product selection, quote preparation, payment processing, and follow through of delivery and set-up., • Reflect positively the image and philosophy of the Ardmore Home Design brands., • Respond promptly to customer requests, liaising with customer service, account managers and the front office to provide quotes, sales orders and resolve queries., • Advise on natural variances, color and suitability. General Duties • Learn internal operating system to generate quotes, provide pricing, product availability and information., • Request and order necessary showroom supplies., • Liaise with trade people as needed. Co-operate with other showrooms as required., • Maintain good relations with building neighbors., • Update management with news and events within the building. · Perform additional administrative tasks as needed/required. · Assist designers with moving and loading of quality product · Maintain an active and engaged presence on the sales floor for extended periods, including standing and walking throughout the showroom as needed · Participate in trade shows, industry events, and the annual company meeting held at the main office Human Resources • Open and close the showroom daily, covering in case of an absence or emergency., • Manage part time or full time staff., • Ensure individual and staff attendance., • Provide adequate cover for lunches/ holidays/sickness., • Assist in recruiting and training of new staff., • Plan and monitor employee development and training to achieve maximum performance, productivity and job satisfaction., • College degree is preferred but not required, • Minimum of 5 years’ experience in a similar role, • Proven management experience in leading, motivating, developing a team, • Knowledge of and relationships with design community, • High end customer service and luxury retail experience, • Ability to work in a fast paced environment and to multitask, • Computer savvy, o Experienced with ERP systems o Intermediate level user of MS Excel, Word and PowerPoint • Exceptional communicator both written and verbal, • Proven sales and customer satisfaction record, • Willingness to receive and implement constructive criticism to continuously improve performance and achieve team objectives, • Demonstrates a strong sense of ownership and accountability for tasks and responsibilities within their position, • Ability to lift up to 40 lbs., • Comfortable maintaining a customer facing presence throughout the day, including extended periods of walking and standing, • Willingness to travel occasionally for trade shows, industry events, and corporate meetings Core Competencies • Determined and driven for results, • Highly organized and able to work in a busy retail environment, • Diligent and conscientious, • Analytical thinker with strong numerical abilities, • Team player/commitment to group goals, • Eye for colour and design, • Creative Innovator – committed to constant improvement Why AHD? We believe every employee should be rewarded fairly for a job well done! As an AHD employee, you will enjoy comprehensive healthcare coverage including medical, vision and dental care. Your financial well-being will be supported through our 401(k) retirement investment plan. Moreover, we offer a challenging & rewarding professional work environment. The AHD total package includes: · Medical · Dental · Vision · 401(k) Retirement with up to 6% employer contributions · Paid Vacation Time · Paid Holidays · Consistent work/life balance · Relaxed and collaborative work environment · Amazing benefits and wellness programs · Training and career development opportunities Compensation Starting annual salary: $85-105k plus a performance based commission structure that rewards individual success and client engagement. Top performers have significant earning potential beyond base salary. Exact compensation may vary based on skills, experience, and location.

Job DescriptionDescription: Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Client Associate will be a key member of our team and will be integrally involved in all aspects of the company’s Wealth Management business by providing administrative and operational support to Financial Advisors, onboarding new clients, and managing day-to-day client requests. About this Position: • This position may provide a path to becoming a Financial Advisor if desired, • Located at Manhattan West’s office in Century City, Los Angeles, CA, • Full-time, exempt, • Reports to the Chief Administrative Officer Responsibilities: • Opening new accounts, • Managing money movements (transfers, trades, wires/ACH, etc.), • Communicating daily with prospective and existing clients, • Documenting client communications in Salesforce, • Reviewing documents for accuracy and properly maintaining accounts, • Preparing spreadsheets, reports, and other material for client meetings, • Performing other duties and responsibilities as assigned Skills: • Excellent organizational skills, • Skilled in communicating with clients via phone, email, and letters, • Ability to work in a team environment, • Problem solving - the ability to successfully resolve inquiries professionally and to prioritize issues Requirements: • At least one years’ experience as a Client Associate within financial services, • Bachelor’s degree from an accredited 4-year institution, • Detailed oriented, • Proficient with the day-to-day tasks of a Client Associate, • Strong customer service background, • Proficient in Microsoft Office and DocuSign, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Compensation: • Salary range $80,000 - $110,000 based on qualifications and experience, • Discretionary bonus Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan, • Stock market holidays + Paid time off (PTO), • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. Requirements: Requirements: • At least one years’ experience as a Client Associate within financial services, • Bachelor’s degree from an accredited 4-year institution, • Detailed oriented, • Proficient with the day-to-day tasks of a Client Associate, • Strong customer service background, • Proficient in Microsoft Office and DocuSign, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation

Job DescriptionDescription: Job Title: Personal Banker II - Chatsworth At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent, • Cash Handling experience and responsibilities required, • Previous Banking experience preferred, • Track record of outstanding member service, • Bilingual Spanish preferred, • Demonstrated success meeting and/or exceeding established sales goals, • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veteran / Disabled Drug Free environment Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $20 - $26 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job Description Who We Are Brentwood Associates is a Los Angeles-based private equity firm with over 30 years of experience investing in middle-market growth businesses. Our investment strategy is focused on companies providing essential services and products, including tech-enabled business services and software companies. Since 1984, we've backed more than 50 companies, with a combined transaction value exceeding $7 billion. Our specialty is partnering with ambitious entrepreneurs and management teams to scale great businesses, typically through control transaction in fragmented markets that benefit from consolidation and product or service innovation. If you love numbers, deals, and the thrill of building something big, you’ll fit right in. Check us out at . What You’ll Be Doing We’re looking for a highly motivated Associate to join our tech-enabled Business Services investment team. This role puts you in the driver’s seat of deal sourcing, due diligence, financial modeling, and portfolio management. Translation: you’ll be at the heart of the action, working closely with senior leadership and portfolio company executives to help shape the future of our investments. You will be leading the evaluation of differentiated tech-enabled business services and software companies with up to $75 million of annual recurring revenue, strong growth profiles of 15-20%+, and attractive gross margins and cash flow profiles. We target businesses in fragmented end markets where there is an opportunity to supplement strong organic growth with thoughtful and strategic add-on acquisitions. Such end markets include education technology, healthcare technology, and financial technology/integrated payments, among other vertically focused markets. If you’re the kind of person who enjoys dissecting businesses, diving into financial models, and debating the finer points of EBITDA over coffee, this might be the perfect role for you. • Find and Close Great Deals:, • Identify and evaluate investment opportunities that fit our strategy., • Build and maintain relationships with key industry players (think executives, bankers, consultants and advisors)., • Conduct deep research to develop investment theses—you'll conduct deep research through live customer calls and competitor reviews to thoroughly understand market dynamics and industry trends., • Crunch the Numbers and Think Big:, • Analyze financial, strategic, and operational performance., • Develop and own detailed financial models., • Present findings to our Investment Committee in a clear and concise way., • Structure transactions to ensure well-thought-out, strategic deal-making., • Manage Investments and Create Tangible Value:, • Lead due diligence processes and coordinate with third-party advisors., • Support portfolio companies’ growth by collaborating with their leadership teams., • Drive governance best practices and participate in Board-level initiatives., • Make Brentwood Even Better:, • Help recruit top talent (we love referrals!)., • Build relationships with bankers and strategic partners to set up future exits. Location: Los Angeles, CA (in-office Monday-Thursday, with flexible Fridays). Strong preference for candidates that prefer an in-office working environment (West LA, near Westwood) with strong ties to the LA area. Timing/Program Length: Immediate start. This program is a two-year commitment, with an opportunity to earn a third year based on exceptional performance and fit. The firm is built from within, with tenured employees at all levels. Requirements What We’re Looking For • Up to 5 years of experience in private equity, corporate development, investment banking, or strategy consulting., • A self-starter who’s comfortable juggling multiple responsibilities., • A proactive and driven individual who takes initiative and approaches responsibilities with a sense of ownership and accountability., • A sharp analytical mind with problem-solving skills that impress even the toughest critics., • Exceptional written and verbal communication skills—you should be able to explain complex concepts clearly and persuasively., • A positive, low-ego, team-oriented attitude—cultural fit is incredibly important to us., • Willingness to travel and attend relevant conferences, management meetings, diligence sessions, etc., • A degree from a top-tier university with strong academic performance., • Advanced skills in Excel and PowerPoint, demonstrated intellectual curiosity in learning and leveraging new tools and approaches including ChatGPT, systems thinking, advanced prompt engineering, etc. What’s in It for You? Brentwood Associates offers a competitive Total Rewards package because we know talent when we see it. Benefits include: • Total rewards for this position include a competitive salary, a performance-driven annual bonus, and benefits listed below. Years of experience in a similar role, among other factors, will be used to determine actual compensation., • Comprehensive health, dental, and vision insurance., • A 401(k)-retirement plan., • Unlimited PTO and Paid Holidays. We expect our colleagues to work hard but encourage them to recharge their batteries as needed., • Flexible Fridays—get your work done, whether you choose to do it from our office or from your home., • Professional development and team building opportunities. You will be paired with an experienced Development Advisor who will guide your progress, providing mentorship and support. You will receive annual performance reviews with quarterly check-ins to track growth and help you achieve your goals. We’re an Equal Opportunity Employer At Brentwood, we prioritize hiring and developing a diverse and inclusive team. We evaluate all applicants based on their qualifications and merit, ensuring decisions are not based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, disability, veteran status, or any other legally protected characteristic. Simply put, if you’re talented, driven, and a great cultural fit, we want you here. Please note, we are not accepting unsolicited resumes from search firms. If you send one without a written agreement, consider it a freebie. Ready to Join Us? If this sounds like your calling, we’d love to hear from you! Apply now and let’s make great investments together.

About SHEIN SHEIN is a global online fashion and lifestyle retailer, offering SHEIN branded apparel and products from a global network of vendors, all at affordable prices. Headquartered in Singapore, SHEIN remains committed to making the beauty of fashion accessible to all, promoting its industry-leading, on-demand production methodology, for a smarter, future-ready industry. Founded in 2012, SHEIN has more than 16,000 employees operating from offices around the world and continues to expand operations globally. Join SHEIN and be the future! Position Summary We are seeking a detail-oriented and proactive Sr. Import Operation Specialist to join our logistics team. This position will be responsible for coordinating and executing end-to-end import and customs clearance processes, ensuring compliance, and driving operational excellence. We’re seeking a full-time Sr. Import Operation Specialist for our Los Angeles, CA corporate office. Job Responsibilities • Coordinate all aspects of the importation process, including tracking, documentation, • Manage import workflows to ensure timely and efficient deliveries., • Communicate and collaborate with freight forwarders, customs brokers, warehouses, and carriers to troubleshoot shipment delays and exceptions., • Ensure complete and accurate import documentation, including but not limited to: Commercial Invoices, Bills of Lading, Entry Summaries (CBP Form 7501), and Customs Declarations., • Audit 100% of import entry transactions to verify data integrity and regulatory compliance., • Maintain updated knowledge of U.S. Customs regulations, including T86, T01 processes, and applicable PGA requirements., • Identify and escalate discrepancies related to invoices, documentation, or shipment delays., • Ensure timely data entry and accuracy in TMS (Transportation Management System). Job Requirements • Bachelor’s degree in International Trade, Logistics, Supply Chain, or related field., • 5+ years of experience in import operations, customs brokerage, or international logistics., • Familiarity with U.S. import procedures, HTS classification, and CBP entry processes., • Strong attention to detail, problem-solving, and time management skills., • Proficient in Microsoft Excel and able to work in fast-paced environments., • Experience working with freight forwarders, customs brokers, or TMS platforms., • Working knowledge of import models (e.g., T01) or T86 shipments is a plus., • Familiarity with customs automation systems, EDI/API processes, or CBP compliance tools., • Licensed Customs Broker or working toward the license is a strong plus., • Mandarin and English bilingual is a strong plus., • Up to 30% business travel Benefits and Culture • Healthcare (medical, dental, vision, prescription drugs), • Health Savings Account with Employer Funding, • Flexible Spending Accounts (Healthcare and Dependent care), • Company-Paid Basic Life/AD&D insurance, • Company-Paid Short-Term and Long-Term Disability, • Voluntary Benefit Offerings (Voluntary Life/AD&D, Hospital Indemnity, Critical Illness, and Accident), • Employee Assistance Program, • Business Travel Accident Insurance, • 401(k) Savings Plan with discretionary company match and access to a financial advisor, • Vacation, paid holidays, floating holidays, and sick days, • Employee discounts, • Annual Holiday Party, • Invitations to pop-ups and other company events SHEIN is an equal opportunity employer committed to a diverse workplace environment.

Job DescriptionBenefits: • Flexible schedule, • Free food & snacks, • Free uniforms, • Opportunity for advancement About Us We are a fast-growing solar company passionate about helping homeowners save money and make a positive impact on the planet. Our mission is to provide affordable, reliable, and sustainable solar energy solutions. As we expand, we are seeking motivated sales professionals who are ready to thrive in a booming industry. Position Overview As a Solar Sales Energy Field Advisor, you will be on the frontlines of our growth, meeting with homeowners, explaining the financial and environmental benefits of solar, and closing deals. This is a sales-driven role with unlimited earning potential. We provide full training, ongoing support, and the tools you need to succeedno prior solar experience required. Responsibilities • Generate and follow up on sales leads through fieldwork, referrals, and company resources, • Meet with potential customers to explain solar options and cost-saving benefits, • Conduct consultations and tailor proposals to fit homeowner needs, • Present and close deals with confidence and professionalism, • Build long-term relationships with customers to drive referrals and repeat business, • Attend regular training sessions and team meetings to sharpen sales skillsQualifications, • High School Diploma or GED (required); college degree a plus, • Strong communication, persuasion, and people skills, • Competitive, self-motivated, and results-oriented personality, • Sales experience (in solar, home improvement, or related industries) preferred but not required, • Ability to work independently while hitting sales goalsCompensation $50,000.00 $100,000.00 per year (commission-based with performance bonuses; top performers can exceed $150,000+) Benefits • Flexible schedule with independence in the field, • Paid training and ongoing coaching, • Company events and sales incentives (bonuses, trips, prizes), • Free uniforms and branded gear, • Clear advancement path into leadership and management roles, • The opportunity to earn uncapped income while promoting clean energyHow to Apply If youre driven to succeed, love working with people, and want to build a rewarding career in solar sales, apply today with your resume and contact information.

Job DescriptionJoin SkyOne Federal Credit Union as a Member Experience Specialist II Empower Members. Drive Sales. Build Relationships. Are you passionate about helping others achieve financial success while excelling in a fast-paced, member-focused environment? At SkyOne Federal Credit Union, we're looking for a Member Experience Specialist II who thrives on delivering exceptional service and driving sales through meaningful financial solutions. This onsite role offers a unique opportunity to make a lasting impact by connecting with members, understanding their needs, and offering tailored products that support their financial goals. You'll be part of a dynamic culture that values innovation, respect, and accountability, where your ideas are welcomed and your growth is supported. Your Role: Member Experience Specialist II As a Member Experience Specialist II, you'll be a key player in expanding our member base and deepening existing relationships. Your responsibilities include: • Engaging members through transactions, account updates, and loan applications, • Cross-selling financial products and services that meet member needs, • Driving business development by soliciting new memberships and onboarding Select Employee Groups (SEGs), • Conducting outbound calls to build connections and promote SkyOne's offerings, • Strong sales acumen and a passion for uncovering member needs, • Deep knowledge of financial products and services, • Confidence in achieving individual and team sales targets, • Excellent communication skills for in-person and outbound interactions, • A proactive mindset with attention to detail and a member-first attitude, • Ability to simplify services and promote digital solutions like mobile banking, • Commitment to our core values: performance, accountability, and integrityQualifications, • Proficiency in Windows, Word, Excel, Internet, 10-key, and typing, • Minimum 1 year experience in a financial institution, • Minimum 1 year experience strong cross-selling and customer service skills, • Bilingual (Spanish/English), • Working knowledge of electronic delivery services and branch/ATM regulations Job Posted by ApplicantPro

Job DescriptionBenefits: • Stipend, • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development What Sets BFG Apart? • Top 20 in Diversity & Inclusion, with nationally recognized advisors, • Strong support system: mentoring, expert training, and advanced technology, • Inclusive culture enabling unlimited personal and professional growth, • Income potential, with top first-year advisors earning $150,000+, • Independence, offering flexibility and control over your career path, • How long with NM? Joined Northwestern Mutual in October 2010., • Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses., • Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).Mitchell Beer - Managing Partner:, • How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006., • Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements., • Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.Rojia Rashidfarrukhi - Chief Recruitment Officer:, • How long with NM? Joined Northwestern Mutual in January 2020., • Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience., • Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.Janice Brodin - Financial Advisor, Growth Development Director:, • How long with NM? Joined Northwestern Mutual in 2008., • Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP., • Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. We provide the opportunity to earn a substantial first year stipend to support your career transition. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Our growing network office is located: • Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, • Remote representatives serving Greater Palm Desert, CA, • The expectation is to be in the office at least three days per week Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description f you are energetic, love to work with members/customers, and thrive in a service-based atmosphere, then you will find a tremendous opportunity with First Financial. When you join First Financial Credit Union as a Full Time Member Service Representative in our Northridge branch, you are joining a team of dedicated, self-motivated individuals who enjoy helping others and working in a collaborative and progressive environment. We don't shy away from our success and work hard each day to make great things happen for our members/customers, our teams, and ourselves. As a Member Service Representative, you will be able to use your prior success in new accounts and loan products to help members of the educational community meet their financial goals. This is a great opportunity for experienced Personal Bankers, Financial Service Representatives and Banking Specialists. You will provide information to members and prospective members on all credit union accounts, services, and products. Learn and grow your experience with new accounts and loan products such as consumer, auto and real estate products. Consult with clients on the telephone to resolve challenges and promote services and products. Support branch operations through back-up teller (cash-handling) activities. Job Responsibilities • Provides information to members and prospective members on all Credit Union accounts, services and products; promotes and cross-sells products and services as able, meeting any applicable sales targets or goals., • Interviews Credit Union members to obtain accurate, complete documentation for loans and other Credit Union services; assigns account numbers, completes forms to open new accounts of various types., • Processes loan disbursements; prepares and assembles loan (consumer, auto, real estate, etc.) documents; forwards completed, funded loan package to Loan department in a timely manner., • Prepares audits, as needed, on member's accounts including necessary correcting journal entries., • Meets with members to resolve problems; researches accounts and ensures quick resolution., • Prepares and assembles DMV paperwork; forwards completed package to DMV department in a timely manner., • Performs various clerical duties including answering telephone, receiving visitors, copying and collating documents, faxing, preparing routine correspondence, and ordering office supplies., • Operates computer terminal to open/close accounts, verifies balances, and resolves related member issues., • Develops and maintains sales, member service and product skills through active participation in, and successful completion of, on-line training programs, with goal of completing all modules as scheduled, • Meets or exceeds goals as detailed in the Member Services' Sales and Service Report., • Consults with members on the telephone by conducting outbound Teleconsulting calls, resolving problems and promoting the Credit Union's services and products., • Profiles members to determine their current and future financial product and service needs., • Performs all duties in compliance with laws, regulations, Credit Union policies and procedures, • Must comply with all BSA and OFAC regulations, • Performs all other duties as assigned Qualifications, capabilities and skills • High School graduate or equivalent. College degree preferred., • The position requires at least two years of prior banking experience or minimum of six months in New Accounts and Consumer Loan experience within or in the banking industry. Real Estate experience preferred, but not required., • Minimum six months of customer service and cash handling experience, • Ability to work a schedule that may include weekends, • Effective verbal and written communication skills, • Ability to work independently and in a team environment, • Ability to exercise good judgment to make sound decisions and take initiative, • Ability to navigate multiple screens, PC applications, and adaptable to new technology, • Ability to multitask and strong organizational skills, • Basic knowledge of Microsoft Office: Word, Excel, and Outlook calendar/email We offer the following exceptional benefits • Medical, Dental, Vision, Flexible Spending Accounts and Employee Assistance Program, • Company-sponsored Life insurance, Short and Long term disability, • Voluntary Benefits with Colonial Life and Guardian, • Vacation time for Union employees, • Additional Vacation Service award for every 5 years of service, • 401(k) with 3% Safe Harbor Employer Contributions, • Incentives and Recognition based on performance, • Special Product Pricing (discounted loan rates and interest on accounts with no minimum balance), • Employee appreciation and recognition events, • Opportunity to win trips, • Opportunities for gain sharing Our Culture At the very heart of who we are is doing what is in the best interest of our members, employees, and the California educational community. By listening to, and knowing the needs of our membership, we have become their trusted advisor. We focus on our members' end-to-end experience (journey) and employees are empowered to help members make their financial dreams a reality. To that end, we focus on hiring for talent and the right fit for our culture. We are in business to serve the educational community, and our internal members our talented staff with the same respect and extraordinary service expectations. At the credit union, we believe that talent and attitude count as much as skill and experience. As a result, we are looking for talented people who share our vision, our passion for the educational community, and for delivering exceptional service with the right attitude. We believe in a good work/life balance and retaining our employees. We hire motivated people who we train to expertly perform and excel in their position--all in an environment where you can flourish and advance. Employer of Choice Our dedication to the educational community sets us apart from other financial institutions. Our dedication to employees sets us apart from other employers. First Financial is an organization where your voice matters and your contributions are rewarded. The most important asset at First Financial is our people. That's why we offer an exception benefits program-from a competitive salary and 401(k) plan to comprehensive medical benefits. Community Minded, Like You Involvement/volunteerism with our local schools, educational community and more! Supporting local schools, teachers and students is at the core of our mission. History Over 90 years ago, First Financial was founded by educators for educators. Since that time, we have proudly championed the California educational community. It's a role we take seriously and a mission to which we are just as committed to today as were in 1933! Job Posted by ApplicantPro

Role: Temp Project Manager – Real Estate Team Company: Confidential – Major Apparel Company Location: On-site | Marina del Rey, CA (5 days/week) Duration: Until filled full time Pay Rate: $35/hour Overview: Our client, a leading global apparel brand, is seeking a highly organized Project Manager to support their Real Estate Team. This role is ideal for someone who excels at coordinating timelines, managing documentation, and providing both administrative and financial support across multiple properties and projects. Key Responsibilities: • Maintain and organize real estate and architectural files by project and property, • Track and manage project timelines to ensure key milestones are met, • Process and track invoices, securing appropriate approvals, • Partner with finance to verify invoice details and prioritize payments, • Take detailed meeting notes and follow up on action items, • Provide day-to-day administrative support to the real estate team, • Coordinate schedules and assist with overall project time management Requirements: • Strong organizational and time management skills, • Proficiency in Microsoft Office and DocuSign, • Prior experience in real estate, construction, or architecture (preferred) This is a fantastic opportunity for a proactive, detail-oriented professional to join a high-visibility team and make a direct impact within a major fashion brand. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: OTHER CA/REMOTE: California applicants, please view our Privacy Notice here: ___. Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Role Specifics: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Responsibilities: • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies, • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority solutions, • Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth, • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects, • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. This role is located in a Merrill branch. We'll help you: • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!, • Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients., • Deliver advice through clientreviews/presentationswith confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals., • Learn about the full suite of financial solutions., • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field., • Marketing strategies to reach wider audiences with greater appeal., • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves., • Potential Opportunities for professional growth., • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals., • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world., • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience., • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs., • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses., • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded., • Minimum ofone yearexperience in the investments industry, including investment training and in-depth knowledge of investment products and services., • Self-starter who efficiently manages time and capacity., • Sets and accomplishes goals, achieving whatever you put your mind to., • Builds and nurtures strong relationships., • Collaborates effectively with others to get things done., • Communicates effectively, confidently, and is comfortable engaging all clients., • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment., • Likes to learn, adapts to new information and seeks the right solutions for clients., • Proven ability to partner and promote lead generation., • Experience balancing investment management, sales activities, and new client development., • Strong computer skills and the ability to multitask in a demanding environment., • Bachelor's degree is a plus, preferably in business-related field., • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus., • Account Management, • Client Investments Management, • Client Management, • Client Solutions Advisory, • Relationship Building, • Advisory, • Business Development, • Fraud Management, • Pipeline Management, • Portfolio Management, • Client Experience Branding, • Issue Management, • Prospecting, • Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Position Overview: There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition. The Private Wealth Market Client Relationship Manager (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. Specific responsibilities include, but are not limited to: • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill, • Managing the branch's Private Wealth Management Client Associates and Service Support Staff, • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel, • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge, • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction, • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise, • Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses, • Series 3, 31 licenses, if warranted, • Minimum 5+ years professional experience required, • Current or previous Merrill Wealth Management experience strongly preferred, • Self-motivated and client centric, • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures, • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.), • Prior trend analysis experience, • Strong customer service and communication skills Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 8000

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66, • Energetic individual that is self-motivated, coachable and flexible in thought, • Enjoys a fast-paced environment with changing and evolving responsibilities, • Detail oriented, • Invested in personal development, • Consistently pursues client experience excellence, • Works quickly to fulfill client needs, delivering complex solutions, • Frequent communication and an abundance of discretion with sensitive information, • Microsoft Word, Excel and PowerPoint experience with Salesforce a plus Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Job Band: H7 Shift: 1st shift (United States of America) Hours Per Week: 37.5 Weekly Schedule: Referral Bonus Amount: 2500

Job DescriptionProvide analytical financial support for a leading technology firm Responsibilities: • Collect, organize and analyze data regarding actual and projected manufacturing costs, labor, scrap, raw material, and efficiency metrics to determine the cost, trends and effects on the business., • Support and organize physical inventories and cycle counts, monitoring inventory levels, and calculating costs of excess and obsolete items., • Prepare overhead and other rates to support internal planning and analysis. Prepare rate submissions for the DCAA/DCMA and providing audit support., • Prepare margin analysis reports to support special projects., • Fully support the month-to-month forecast process and variance analysis at month-end close., • Prepare analysis to support the division’s Annual Plan., • Participate in the budget development process., • Play an active role in day-to-day Finance operations and actively participating in continuous improvement programs. Requirements: • 2+ years public accounting / industry experience, • Government contract accounting experience preferred, • Proficiency with Microsoft Office applications, with advanced skills using Excel., • Knowledge with ERP systems; experience with Infor or BAAN software preferred., • BS/BA (Finance / Accounting / Business or related discipline). CPA preferred For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Title: Director / Leader of International Tax Location: 100% REMOTE for candidates based on the West Coast (but must have California tax experience). The office is located in Los Angeles, so this could be hybrid if desired in LA. About the Company: Our client is a premier business management firm specializing in serving the unique financial and tax needs of high-profile individuals, including professional athletes, actors, celebrities, and other ultra-high-net-worth individuals. Position Summary: The Director of International Tax will be responsible for establishing and leading the firm’s newly formed International Tax practice. As part of a broader initiative to centralize and structure the tax department into specialized service areas, this role represents the first strategic hire dedicated to international tax. The individual will serve as the primary point of contact for all international tax matters and will play a key role in developing the group’s infrastructure, capabilities, and long-term vision. Responsibilities: • Provide strategic cross-border tax planning and advisory services for high-profile individuals, • Navigate complex international tax issues, • Collaborate with internal teams to provide comprehensive tax strategies, • Oversee and review the preparation of international tax filings, • Ensure compliance with U.S. and foreign tax laws, keeping abreast of changes in international tax regulations and their impact on our clients, • Serve as a trusted advisor to clients and internal stakeholders, offering clear, actionable tax strategies that support lifestyle, investment, and legacy goals, • Develop and implement internal best practices, policies, and procedures for international tax engagements Requirements: • 7+ years of relevant International / Foreign tax experience, • In depth knowledge of California tax law, • Experience with high-net-worth individuals is strongly preferred, • Excellent communication skills and discretion in handling sensitive client matters

Salesforce Financial Services Cloud Architect – Hybrid Rate: Up to $110/hour | Hybrid (Remote + On-site) | End Client: Leading Financial Services Firm Role Overview The Salesforce Financial Services Cloud Architect acts as a trusted technical visionary and delivery lead. They will oversee architecture, integration, and implementation strategies for complex solutions within a financial services context—leveraging Salesforce Financial Services Cloud (FSC), Service Cloud, Sales Cloud, Experience Cloud, and OmniStudio. Key Responsibilities • Lead Architectural Strategy: Define and deliver enterprise-grade Salesforce solutions tailored for financial services, aligning technical architecture with business objectives., • Drive End-to-End Implementation: Oversee workshops, solution design, testing, and deployment; support transformational initiatives across the implementation lifecycle., • Model & Integrate Data: Lead data modeling, integration strategy, and migration activities—ensuring secure connections and integration between Salesforce and external systems., • Mentor and Govern: Guide delivery teams in development best practices, governance, and architectural standards; serve as escalation point for key technical decisions., • Client Advisory & Pre‑Sales Support: Act as a strategic advisor to business stakeholders—supporting solutioning, roadmapping, scoping, and responding to RFPs or proposals., • Manage Risk & Drive Adoption: Proactively identify architectural risks and ensure solutions are scalable, secure, and optimized for long-term business value. Preferred Qualifications • 10+ years in delivering enterprise technology solutions, including 3–6+ years focused on Salesforce solution architecture., • Expertise in Salesforce Financial Services Cloud, Service Cloud, Sales Cloud, Experience Cloud, and OmniStudio., • Strong foundation in data architecture, platform security, identity/access management, integration architecture, and Apex design patterns., • Domain knowledge across banking, insurance, wealth management, or similar financial verticals., • Ideal Certifications: Salesforce Certified Technical Architect (CTA), Application Architect, System Architect, Financial Services Cloud, or OmniStudio., • Hybrid Flexibility: Combine remote work with periodic in-office collaboration for structured teamwork and agile responsiveness., • Competitive Compensation: Up to $110/hour, offering compelling value for seasoned architectural expertise., • High-Impact Environment: Lead strategic CRM and digital transformation initiatives at a top-tier financial services organization., • Professional Growth: Gain exposure to pioneering technologies and hone leadership as both an architect and trusted advisor.

About SHEIN SHEIN is a global online fashion and lifestyle retailer, offering SHEIN branded apparel and products from a global network of vendors, all at affordable prices. Headquartered in Singapore, SHEIN remains committed to making the beauty of fashion accessible to all, promoting its industry-leading, on-demand production methodology, for a smarter, future-ready industry. Founded in 2012, SHEIN has more than 16,000 employees operating from offices around the world and continues to expand operations globally. Join SHEIN and be the future! Position Summary We are seeking a detail-oriented and proactive Sr. Import / Customs Operation Specialist to join our logistics team. This position will be responsible for coordinating and executing end-to-end import and customs clearance processes, ensuring compliance, and driving operational excellence. We’re seeking a full-time Sr. Import/Customs Operation Specialist for our Los Angeles, CA corporate office. Job Responsibilities • Coordinate all aspects of the importation process, including tracking, documentation, • Manage import workflows to ensure timely and efficient deliveries., • Communicate and collaborate with freight forwarders, customs brokers, warehouses, and carriers to troubleshoot shipment delays and exceptions., • Ensure complete and accurate import documentation, including but not limited to: Commercial Invoices, Bills of Lading, Entry Summaries (CBP Form 7501), and Customs Declarations., • Audit 100% of import entry transactions to verify data integrity and regulatory compliance., • Maintain updated knowledge of U.S. Customs regulations, including T86, T01 processes, and applicable PGA requirements., • Identify and escalate discrepancies related to invoices, documentation, or shipment delays., • Ensure timely data entry and accuracy in TMS (Transportation Management System). Job Requirements • Bachelor’s degree in International Trade, Logistics, Supply Chain, or related field., • 5+ years of experience in import operations, customs brokerage, or international logistics., • Familiarity with U.S. import procedures, HTS classification, and CBP entry processes., • Strong attention to detail, problem-solving, and time management skills., • Proficient in Microsoft Excel and able to work in fast-paced environments., • Experience working with freight forwarders, customs brokers, or TMS platforms., • Working knowledge of import models (e.g., T01) or T86 shipments is a plus., • Familiarity with customs automation systems, EDI/API processes, or CBP compliance tools., • Licensed Customs Broker or working toward the license is a strong plus., • Mandarin and English bilingual is a strong plus., • Up to 30% business travel Benefits and Culture • Healthcare (medical, dental, vision, prescription drugs), • Health Savings Account with Employer Funding, • Flexible Spending Accounts (Healthcare and Dependent care), • Company-Paid Basic Life/AD&D insurance, • Company-Paid Short-Term and Long-Term Disability, • Voluntary Benefit Offerings (Voluntary Life/AD&D, Hospital Indemnity, Critical Illness, and Accident), • Employee Assistance Program, • Business Travel Accident Insurance, • 401(k) Savings Plan with discretionary company match and access to a financial advisor, • Vacation, paid holidays, floating holidays, and sick days, • Employee discounts, • Free weekly catered lunch, • Free swag giveaways, • Annual Holiday Party, • Invitations to pop-ups and other company events, • Complimentary daily office snacks and beverages SHEIN is an equal opportunity employer committed to a diverse workplace environment.

Job Description Job Title: Finance Transformation & Project Management Location: Los Angeles, California | Onsite/Hybrid | Full-Time | Executive Leadership Lead Strategic Transformation Across a Global Finance Organization A dynamic opportunity is available for a seasoned Vice President of Finance Transformation & Project Management to join the Finance Operations team within a global financial services organization. This role offers a high-impact platform to lead complex transformation initiatives, manage cross-functional programs, and support strategic change across the CFO organization. The ideal candidate will combine expertise in process improvement, project delivery, and strategic advisory with a proven ability to lead teams, drive collaboration across business and IT, and influence executive decision-making. Key Responsibilities: Strategic Leadership & Operations • Lead department-level transformation initiatives and oversee day-to-day operations of the project management team., • Manage and mentor direct reports, supporting their professional growth and successful delivery of key programs., • Own end-to-end delivery of highly visible initiatives across Finance Operations, including:, • Scope definition, work planning, resource allocation, timeline management, and execution oversight., • Creation of project charters, plans, and key artifacts for internal governance., • Facilitation of working sessions and executive meetings to drive stakeholder engagement., • Build trust and align priorities across CFO, Finance, IT, and external partners., • Adjust communication styles and deliverables based on stakeholder needs, ensuring clarity and executive buy-in., • Conduct data analysis and present insights in a clear, actionable format to support decision-making., • Define and track KPIs to measure success and identify continuous improvement opportunities., • Introduce structure, standards, and best practices into fluid environments. Qualifications: • 10+ years in finance transformation, project management, business analysis, or change management within financial services., • Previous experience in a Big 4 consulting firm or comparable advisory role is highly preferred., • Background in investment management, accounting, or financial operations is strongly beneficial., • Demonstrated success managing direct reports and leading enterprise-level initiatives., • Advanced knowledge of tools such as Microsoft Excel, PowerPoint, Word, Jira/Confluence, Monday.com, and Visio., • Experience with large datasets, data reconciliation, and structured analysis. Core Competencies & Leadership Attributes: • Relationship Building: Strong interpersonal skills and ability to engage with diverse teams and senior stakeholders., • Communication: Clear, transparent, and adaptive in presenting complex material across various audiences., • Independent Leadership: Self-starter with the ability to work independently while driving team success., • Organizational Agility: Capable of multitasking and managing priorities in a fast-paced environment., • Strategic Thinking: Balances detail orientation with a broad understanding of organizational goals., • Results-Driven: Committed to delivering high-impact outcomes and leading initiatives to completion., • Curiosity & Innovation: Enthusiastic about learning, solving problems, and creating new solutions. Education: • Bachelors degree required, preferably in Accounting, Finance, Business, or related field. Why Join This Team? • Be part of a high-visibility transformation group driving innovation in a global financial environment., • Collaborate with top-tier professionals across business, technology, and strategy., • Influence enterprise-wide change with opportunities for long-term growth and advancement. Apply now to bring your strategic leadership and project delivery expertise to a company committed to operational excellence and innovation.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Bank Of America Financial Advisor. Recommends financial advice and guidance that align with client financial g

Manages budgeting and tracking of Financial Advisor expenses. May solicit order from clients at the direction of the Financial Advisor. Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproduc

Job Description Purpose: The position is meant to help counsel students in completing their financial aid, translate the complexities of how financial aid and billing work, and ensure students are set up to succeed in their program. Essential Duties & Responsibilities (those that must be performed with or without an ADA Accommodation): • Assists new applicants and enrolled students in completing the FAFSA and Federal Loan Applications, • Provides assistance in answering questions for applicants/enrolled students, • Represent the financial aid department at monthly Open House events and convey advice on how to secure tuition and living expenses to students and parents, • Maintains FA new student roster for FA management, • Makes initial Intro calls and establishes initial FA outreach, • Ensure compliance with laws, regulations, accreditation standards and professional guidelines regarding student enrollment and financial aid, • Oversees and assists student in FA computer area, • Works with Financial Aid Counselor’s in expediting of active outstanding student files, • Maintains established touch point process to ensure timely contact is made with students for each monthly roster, • Enter all correspondence and communication with students into systems, • Comply with federal regulations as outlined in the Department of Education handbook, • Offsite training as necessary to stay current on all Financial Aid issues, • Once hired must pass provided FA essentials training with 75% or better, • Applicant must not currently be or have been in default on student loans, • Able to communicate student academic progress as it pertains to financial aid, • In office five days a week for student walk ins Non-Essential Duties & Responsibilities (those that must be performed with or without an ADA Accommodation): · Adhere to policies and procedures of The Los Angeles Film School. · Maintain strict confidentiality of company and personnel information. · Adhere to company attendance standards. Other Responsibilities: · Perform other duties as assigned. Supervisory Responsibilities • None Competencies | Knowledge | Skills | Abilities: • Self-motivated and able to balance multiple tasks simultaneously among changing priorities and deadlines., • Excellent verbal and written communications skills., • Ability to effectively and positively communicate with a customer-service oriented attitude., • Professional, upbeat, social and dependable., • Creative problem solver who works well in a team environment., • Ability to relate, understand, and engage with students., • Strong attention to detail and organizational skills., • Understand and accurately apply customer service techniques., • Outstanding customer service skills., • Confident presenting general information to students both live and using video software., • Comfortable in a fast-paced environment interacting with a diverse group of staff & students. Education | Experience: • Bachelor's Degree from an accredited college or university preferred but not required., • Experience in higher education preferred but not required, • Positive Attitude, • Punctual, • Ability to complete tasks by required deadlines Certificates | Licenses | Registrations: N/A Computer Skills: • Knowledge of Microsoft Word, Excel, and PowerPoint (or Mac equivalent)., • Must be comfortable with navigating standard e-mail systems, internal computer storage., • Ability to learn new programs as required. Environmental Factors (are those that are required and performed with or without an accommodation): • In office work schedule Monday through Friday Physical Demands (are those that are required and performed with or without an accommodation): • N/A Emotional & Mental Demands (are those that are required and performed with or without an accommodation): • Ability to assist complex student situations and diverse groups., • Ability to professionally handle crisis situations with an upset student This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Powered by ExactHire:183978