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Job DescriptionSalary: $90,000-$120,000 The Director of Development (DOD) is responsible for owning the overall training and development infrastructure for advisors with fewer than 5 years of experience in the Downtown San Diego office. The DoD is expected to be knowledgeable regarding activity, productivity, and career milestone expectations for full-time financial advisors and have the skill set necessary to influence behavior and achieve results across all categories. The DoD coaches all advisors in their first 24 months and provides ongoing support, thereafter, serving as the primary relationship touchpoint and positively influencing retention of new advisors. This individual will also engage in the selection process, conveying expectations to candidates and discussing our training platform in detail. The DoD is expected to have significant input and responsibility for enterprise goal creation and tracking. A key leader in the office, the DoD should be prepared to add value in every interaction with new advisors including assigning joint work partners, working thorough mental obstacles, providing language development and sales cycle refinement, conducting trend analysis in an individuals practice, and more. Additional responsibilities may include running leadership meetings, interfacing frequently with mentors, strategically planning and tactically executing, working with and through other members of the Network Office staff, and owning reporting on key performance indicators/goals. Primary Responsibilities Training & Development • Oversee training and development initiatives during the candidate selection process., • Own the onboarding process for new advisors including pre-training introductory day and language and market development exercises, • Conduct onboarding meetings, monitor licensing status, and create study plans and timelines for insurance and securities exams., • Become well-versed in the Culture Index and related coaching technique, • Meet and coach new representatives on maintaining activity and effective sales habits with ongoing coaching as needed., • Assist in coaching and mentoring college interns, with a focus on conversion-eligible seniors., • Train representatives on CRM software usage and ensure accountability for accurate data entry., • Oversee the Extended Learning Program (ELP), including the design of unique training modules tailored to meet organizational goals., • Attend, supervise, and facilitate training modules to ensure effective delivery and participant engagement., • Facilitate debrief meetings with the leadership team and individual faculty members post-academy to review outcomes and identify areas for improvement., • Coordinate and manage the schedules of all leadership team members to effectively support U5 development initiatives., • Strategize, manage, and track office expectations (Blueprint for Success), including monitoring activity, production, and commitment for new Financial Representatives (FRs)., • Prepare, schedule, and lead Board of Review meetings to assess advisor progress and growth alongside mentors and key leaders., • Manage the Board of Review process, ensuring accountability to expectations., • Create content for and coordinate weekly in-office development meetings, including but not limited to: Monday Morning Meeting, ELP, Road to MDRT., • Send Monday Morning Meeting agenda in advance to leadership and conduct all related preparation, including speaker confirmation, preparation of recognition slides, and running activity report., • Prepare end-of-week coaching summary emails to be sent to the leadership team (cc MP/CDO)., • Conduct or supervise activity coaching meetings, ensure coaches are trained, and provide development opportunities. Manage weekly Development Team Meetings to review new FRs' progress and identify strengths and areas of opportunity, • Collect and track business data to ensure pacing for individual and collective goals., • Connect with the Sales Execution Team (SET) on a weekly basis to monitor the pipeline and implement a production tracker with SET., • Partner with the leadership team to monitor advisors progress and results; provide recommendations for coaching and mentorship opportunities., • Weekly connection and coaching with mentors to align on development strategies., • Maintain the joint work list and oversee its use by new advisors., • Manage mentor pairings, ensuring mentors are trained and effectively support new representatives. Qualifications & Skills • Bachelors Degree preferred., • Five seven years of professional experience, preferably in the sales or financial services industry., • Superior meeting facilitation and presentation skills., • Experience coaching and providing feedback to peers., • Aptitude for addressing issues in a proactive and creative manner, and lead crucial conversations. using a results-focused approach., • Effective time management to address multiple priorities at multiple levels., • Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality., • Superior written and oral communication skills.

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

Job Description 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 Manager of Data & Analytics to join our award-winning team! 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! As a Manager, Data & Analytics, you would help scale our data platform, strengthen analytics foundations, and deliver production-grade data solutions that enhance advisor productivity, client experiences, and business decision-making. You will serve as a hands-on technical leader and strategic partner to the Director of Data & Analytics, supporting the daily execution and continued professionalization of Mission Wealth’s data ecosystem. You will collaborate closely with Technology, Operations, M&A, Finance, and Advisor teams to understand business needs, design scalable data solutions, and deliver analytics that drive efficiency, accuracy, and insight across the firm. This role requires a mix of data engineering, analytics development, systems thinking, and cross-functional communication. You’ll be instrumental in building and operating a reliable, governed data platform while helping the organization move toward more automated, standardized, and insight-driven workflows using modern data best practices. 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. Day-to-Day as a Manager, Data & Analytics Data Platform and Engineering • Design, build, and operate scalable data pipelines and datasets to support analytics and reporting across the firm, • Develop and maintain Python-based ETL workflows, batch processing jobs, and orchestration schedules, • Support the implementation and ongoing operation of a modern cloud data warehouse (Snowflake preferred), • Integrate data from core systems including Salesforce (Financial Services Cloud), Tamarac, custodians, and financial planning platforms, • Build and maintain analytics-ready data models using SQL and versioned datasets, • Deliver dashboards and reports that provide actionable insights for advisors, operators, and leadership, • Support BI tools such as Power BI, Tableau, or similar platforms used across the organization, • Maintain high data quality standards through validation checks, monitoring, and issue resolution, • Partner with Compliance and Technology teams to support data security, PII handling, and retention practices, • Help establish foundational data governance practices, including lineage awareness and documentation, • Partner with business and technology stakeholders to identify high-impact advisor and operations workflows that can be automated using data-driven triggers, rules, and orchestration (e.g., client onboarding, service requests, referral follow-ups, and M&A data intake)., • Build “AI-ready” datasets (clean, labeled, governed, and versioned) that enable scalable use cases like intelligent routing, next-best-action recommendations, and proactive client/advisor insights., • Develop and operationalize automated data-quality monitoring (anomaly detection, reconciliations, completeness checks) with alerting and clear remediation paths to reduce manual oversight and rework., • Support experimentation and deployment of practical AI capabilities—such as natural-language search over firm data, automated narrative summaries for dashboards, and guided insights for advisors—while ensuring appropriate controls for PII and compliance., • Collaborate with Technology, Operations, Finance, M&A, and Advisor teams to translate business questions into pragmatic data solutions, • Act as a hands-on operator in the data environment while contributing to prioritization and roadmap discussions, • Support vendor and integration partner conversations related to data tooling and analytics platforms, • Contribute to experimentation around automation, AI-enabled analytics, and workflow efficiency where appropriate Who You Are and What You Bring • You are a hands-on data practitioner who enjoys building, operating, and improving real production systems, • You are analytically rigorous, detail-oriented, and thoughtful about data quality and correctness, • You are commercially minded and understand how analytics supports advisors and business outcomes, • You are comfortable working cross-functionally and translating ambiguous asks into concrete technical work, • You value standards, reuse, and documentation over one-off or bespoke solutions Requirements • Bachelor’s degree in Computer Science, Data Science, Engineering, or related field, • 5+ years of experience in data engineering, analytics engineering, or analytics-focused roles, • Strong hands-on experience with Python-based ETL, batch processing, and orchestration workflows, • Advanced SQL skills and experience building analytics-ready data models, • Practical experience with Snowflake or a modern cloud data warehouse and data-lake concepts, • Experience integrating data from CRM systems, custodians, or financial services platforms preferred, • Familiarity with BI tools such as Power BI, Tableau, or Looker, • Understanding of data governance, PII handling, and compliance considerations, • Proven ability to operate as a hands-on individual contributor while supporting team growth and scale Job Type: Full-time, salaried non-exempt Location: On Site; Out of our San Diego, CA or Lisle, IL office Salary: Base: $165,000 + bonus; Total Compensation: $215,000 annually Please submit a brief cover letter and resume expressing your interest in this opportunity. 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 At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny. SeniorAccount Executive, Large Enterprise @ Klaviyo!Why Klaviyo, Why Now? At Klaviyo, we're rewriting how brands build, grow, and scale relationships with their customers. Our platform turns messy customer data into meaningful experiences: smarter segmentation, deeper personalization, and faster growth across email, SMS, and beyond. We are the only B2C CRM on the market. We're riding a strong wave of growth – we hit $937.5 million+ in revenue 2024, up 34% year-over-year, and we're already at a ~$1.08 billion-run-rate in 2025. Our momentum isn't just about top-line numbers: in Q2 we grew to $293 million in revenue (+32% year over year) while expanding our customer base and international reach. As the go-to CRM for consumer-brands, we're scaling globally, moving up-market, and deepening value for our customers – and we're looking for team members who are excited to grow with us! We already power some of the world's most iconic brands, but we're just scratching the surface in the enterprise space. That's where you come in. This is your chance to join a company scaling quickly, work with some of the most recognizable companies in the world, and own the kinds of deals that define markets. If you're a proven closer who thrives on multi-threading across complex organizations, driving seven-figure deals, and consistently landing at the top of the leaderboard, this role is for you. The Role As an Senior Enterprise Account Executive, you'll own a territory of household enterprise name brands and run large deals that will define and continue Klaviyo's enterprise footprint. This isn't transactional SaaS selling, it's strategic, consultative, and highly complex. You'll work with CMO, CTO, CIO, and CEO-level stakeholders to transform how leading companies engage with their customers. Think fewer accounts, bigger logos, higher stakes, and outsized wins. Day-To-Day: • Run the full sales cycle, from true prospecting through close, with full ownership of your pipeline., • Develop and execute comprehensive account strategies for 15–25 high-potential enterprise accounts., • Build ROI-based business cases, lead discovery/demos, and tailor multi-product solutions to customer needs., • Close six- and seven-figure opportunities with Fortune 5000 companies., • Proactively create quarterly account and territory plans, mapping opportunities to quota with cross-functional support. Apply MEDDPICC discipline and maintain forward-looking forecasts at least 2+ quarters out., • Multi-thread across multiple departments, building consensus and trusted advisor relationships at every level., • Partner with Solutions Engineers, Customer Success, Marketing, Product and Partners to deliver seamless outcomes., • Maintain Salesforce hygiene, ensuring all opportunity, pipeline, and forecasting data is accurate and up to date., • Stay on top of martech trends, contribute insights, and represent Klaviyo at industry events., • Lead structured negotiations, aligning commercial terms with customer business outcomes and predefined give/take frameworks. Experience Requirements: 6+ years of enterprise selling experience into the Fortune 5000 and success exceeding quotas in AI and SaaS solutions • MarTech and B2C domain experience is critical and required for this position, • Ability to build strong executive relationships and lead multi-threaded deals to closure, • Executive presence, outstanding communication skills, and the confidence to inspire decision makers, • Net new business and outbound capabilities are imperative for this position, • Strong analytical skills, including the ability to interpret financial statements, commerce KPIs, and 10-K filings to build ROI-driven business cases., • Use AI to work smarter, speeding discovery, sharpening ideas, and boosting efficiency, • Build smarter, AI-driven systems and workflows from the ground up, • Continuously test, learn, and share AI insights to keep teams ahead of the curve, • Champion responsible AI use to accelerate work and elevate quality, • Use AI to streamline processes and reinvest saved time into high-impact work, • Familiarity with enterprise methodologies (e.g., MEDDIC/MEDPICC), • Growth mindset and commitment to continuous learning—regularly seeking feedback, analyzing sales interactions, and adopting new best practices.Why You'll Love It:, • Opportunity to sell to some of the world's most recognized enterprise brands, • Join a high-growth company at a pivotal stage in expanding its enterprise footprint, • A culture that combines customer-first focus, accountability, and collaboration, • The chance to shape Klaviyo's presence in the enterprise market and make a direct impact on how the world's top brands grow #LI-CR1 #LI-Hybrid #IndeedGTM We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$128,000—$192,000 USD Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job Description Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) is a clinical stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing. Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates. Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need. The Position The Associate Director, R&D Financial Planning & Analysis (FP&A) will support the Arrowhead R&D organization in preparation of budgets, forecasts, long range plans, and strategic investments for growth. This role will collaborate with key stakeholders across the company, including but not limited to Clinical Operations, Regulatory, Medical Affairs, as well as oversight of our clinical trial portfolio. This role presents an exciting opportunity to shape R&D finance strategies, influence decision-making, and support clinical portfolio execution in a dynamic and growing organization. Excellent communication, leadership, and technical skills will be essential for this role, as well as a passion to be a part of the company's growth. This role is based in Pasadena, California or San Diego, California, with an expectation to be in office 5 days a week. Responsibilities • Financial Planning & Forecasting, • Lead the annual operating plan, rolling forecasts, and long-range financial planning processes for the R&D organization., • Support strategic initiatives such as pipeline investment decisions, external collaborations, and business development evaluations., • Act as a trusted advisor to senior leaders, translating operational plans into financial implications., • Analyze actual results versus plan and forecast, clearly communicating key drivers and emerging trends., • Clinical Finance & R&D Support, • Support clinical trial budgeting, forecasting, and accrual analysis, including CRO spend, investigator grants, patient costs, and pass-through expenses., • Monitor clinical program spend versus plan, identifying risks, opportunities, and timing impacts., • Partner with Clinical Operations, Program Management, and Accounting to ensure accurate forecasting, spend visibility, and financial close alignment., • Support portfolio-level decision-making, including program prioritization, scenario analysis, and development trade-offs., • Review, evaluate, and support negotiation of CRO and clinical vendor agreements, including study budgets, change orders, and contract amendments, to ensure cost efficiency, appropriate risk sharing, and alignment with development plans., • Provide financial diligence on clinical vendor proposals, assessing pricing structures, payment terms, scope assumptions, and financial risks in partnership with Legal, Procurement, and Clinical Operations., • Performance Management, • Enhance financial transparency and decision support through dashboards and executive-ready materials., • Develop and track KPIs related to R&D efficiency, clinical execution, and overall financial performance., • Recommend actions to improve cost discipline, forecast accuracy, and resource utilization., • Process, Systems & Continuous Improvement, • Lead enhancements to FP&A processes, models, and planning tools., • Drive best practices in forecasting, scenario planning, and financial reporting., • Partner with Accounting and IT on ERP and FP&A system optimization., • Team Leadership, • Lead, mentor, and develop the R&D FP&A and Clinical Finance teams, fostering a high-performing, collaborative culture., • Bachelor's degree in Finance, Accounting, Economics, or related field, • 10+ years of progressive FP&A experience, including 5+ years in a leadership role., • Highly proficient in Microsoft Excel, with experience building models, • Ability to gather, analyze and interpret information for completeness and accuracy; excellent attention to detail; excellent organizational skills, • Strong communication skills, ability to effectively interact with others at all levels– within and outside of finance. Ability to tailor communication to the audience to achieve desired results, • Self-starter with the demonstrated ability to work in a fast-paced atmosphere with minimal supervision, • CPA/MBA, • Experience with FP&A Planning systems (Anaplan experience a plus), • Experience with building financial models All applicants must have authorization to work in the US for a company. California Applicant Privacy Policy

Job DescriptionMarcus & Millichap Capital Corporation (the “Company”),a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) is seeking a Junior Originator to support origination efforts for the company’s rapidly growing commercial real estate capital markets advisory platform in San Diego, CA. The anticipated salary for candidates who will work in Seattle, WA is $68,640 plus commission. Marcus Millichap is a multi-state employer, and this salary may not reflect positions that work in other states.Key Responsibilities • Responsible for identifying and sourcing new and existing clients in need of commercial real estate debt, equity, and other advisory services., • Pro-actively develop, foster, and maintain strong relationships with owners, operators, and developers of institutional quality commercial real estate assets for debt and equity origination opportunities., • Responsible for originating, structuring, and closing commercial real estate financing transactions., • Use credit skills to identify strengths and weaknesses of a transaction, while creating structural features to mitigate risks., • Work closely with senior originator to grow the capital markets advisory platform., • Utilize the full resources of Marcus & Millichap to assist in originations, underwriting, risk mitigation, and closing., • Provide advisory services to clients with a goal to obtain “trusted advisor status”., • Participate in presentations and pitches with new and existing clients., • Exhibit cooperation and teamwork to ensure that goals and objectives are met., • Monitor micro/macro CRE market conditions, attend CRE related conferences, and participate in industry events to identify and source new financing opportunities.Key Attributes / Experience, • Minimum of 1 year of relevant commercial real estate experience, whether advisory, investment banking or other related areas, and a willingness to actively market to and call on potential new client relationships., • Proven track record in, or basic understanding of the process of originating, underwriting and structuring relevant commercial real estate debt and equity mandates greater than $1M., • Ability and desire to learn art of negotiating term sheets and closing documents for real estate financing transaction., • Excellent due diligence, analytical, negotiating, deal structuring, and financial skills., • Team player who can also assist with the structuring and execution of deals brought in by investment sales agents at IPA and Marcus & Millichap., • Independent worker with strong client management skills, excellent accuracy/attention to details, and an ability to adjust to ever-changing business environment., • High level of integrity and professionalism with a hands-on, proactive style., • Entrepreneurial mindset with the motivation to play a critical role in the growth of a platform, within an established organization., • Collaborative approach to building business., • Strategic thinker coupled with the ability to dive into details., • Effective written and oral communication skills with a direct and open communication style., • Ability to contribute to a positive, supportive Marcus & Millichap culture., • Travel as appropriate., • Medical, Dental, and Vision Insurance, • Basic Life and AD&D Insurance, • Voluntary Life and AD&D Insurance, • Short-Term & Long-Term Disability Coverage, • Flexible Spending Accounts (FSA), • Cancer Guardian Program, • 401(k) Plan with Company Match, • Wellness Program #LI-CT1At Marcus & Millichap Capital Corporation, we strive to be the best place to work and to be the best commercial real estate financial intermediary. Our valued employees help make this vision a reality by consistently working to exceed the expectations of our clients. Marcus & Millichap Capital Corporation is the real estate capital markets platform of Marcus & Millichap, Inc. With over 200 employees in offices across the United States and Canada, the Company provides commercial real estate capital markets financing solutions including debt and mezzanine financing, preferred and joint venture equity, sponsor equity and loan sales. The Company averages over 2,000 closed transactions annually. Marcus & Millichap revolutionized the real estate brokerage industry. The firm was designed to go far beyond simply facilitating real estate transactions. It was developed as an entire system dedicated to maximizing value for real estate investors. In 1971, founders George Marcus and William Millichap launched a new real estate investment business model based on a unique method of matching each property with the largest pool of pre-qualified investors. This simple premise, coupled with an unfailing drive to measure success by client satisfaction, enabled the company to emerge as the industry’s pre-eminent real estate investment services firm. The founders’ vision has been realized by a commitment to specialization, the willingness to foster a culture of information sharing and the foresight to pioneer real estate technology. Today, Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales, financing, loan sales as well as a leading source of research and advisory services. Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner will include: • Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis., • Work with the sales team and advisors to collect documents from clients to prepare the financial plan., • Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients., • Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related), • Has begun CFP® coursework, • At least 1 year of financial industry related experience preferred, • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred., • Excellent verbal, written, analytical and organizational skills, • Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Candidate must have customer service orientation, be coachable, and be eager to learn., • Must be highly flexible and confidential with all matters Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $65,450—$77,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Job Title: Software Administrator – Black Diamond (Wealth Management, Part-Time, Remote) Location: Fully Remote Work Model: Part-time, approximately 10–12 hours per week Start: ASAP Compensation: $35–$85 USD/hour, depending on skill and experience About the Opportunity Inner Circle Agency is partnering with a U.S.-based wealth management firm to hire a Software Administrator with hands-on experience supporting Black Diamond wealth reporting software. This role is fully remote and open to candidates globally, provided they have the required technical expertise and can operate independently. This position is ideal for someone experienced in investment performance reporting and wealth management reporting software who is looking for a flexible, part-time engagement. Role Overview The Software Administrator will be responsible for managing and supporting Black Diamond reporting, ensuring accurate investment reporting, clean data workflows, and reliable system performance. Experience with Jump AI is a strong asset, though not required. Familiarity with financial advisor platforms and reporting environments is highly valued. Key Responsibilities * Administer, maintain, and support Black Diamond wealth reporting software * Manage investment performance reporting and ensure data accuracy * Troubleshoot reporting issues and resolve data discrepancies * Support reporting workflows used by advisors and internal stakeholders * Assist with system configuration, updates, and ongoing maintenance * Support Jump AI workflows if experienced with the platform * Collaborate with team members on reporting and operational needs Qualifications Required * Hands-on experience with Black Diamond reporting software * Background in wealth management reporting or investment reporting tools * Ability to work independently with minimal supervision * Strong attention to detail and data accuracy * Availability to start immediately * Comfortable working part-time on an ongoing basis Preferred * Experience with Jump AI * Familiarity with LPL Financial platforms or environments * Prior experience supporting financial advisors or wealth management firms What’s Offered * Fully remote, flexible part-time role * Approximately 10–12 hours per week * Hourly compensation ranging from $35–$85 USD, based on experience * Opportunity to work with an established wealth management team * Potential for longer-term/full time engagement for the right candidate Additional Notes This search is being conducted confidentially by Inner Circle Agency. Candidates must have direct experience with Black Diamond wealth reporting software to be considered. Interested candidates are encouraged to apply or reach out for additional details

Job Description As one of the nation’s largest multi-family and student housing community developers, The Dinerstein Companies has completed over 75,000 multi-family apartments and 44,000 student housing beds in 26 states. TDC is an integrated company specializing in the development, construction, and property management of the nation’s finest apartment communities, with over sixty years in business. Whether it’s luxury mid-rise, high-rise residences or the most innovative off-campus student housing, TDC has the experience, expertise, and reputation for developing premier apartment communities. We are an experienced company. Not a management company. We wake up daily with a renewed mission towards genuine hospitality and authentic care. We seek to build and encourage relationships that create lasting memories. People will know why we love our work by how they feel after each encounter with our team and our communities. The extra degree of customer service makes all the difference. TDC looks for dynamic individuals eager to be the face of our company, brand, and property in our markets. Team members should embody the Core Values of The Dinerstein Companies. Our Community Assistants are the face and personality of the property. Your primary role as a Community Assistant will be to support the property’s leasing efforts, including: • Managing all leasing inquiries, conducting tours, performing follow-ups, and assisting prospects with the application process., • Ensuring digital and/or physical lease files are accurate, complete, and organized., • Reporting traffic, application, and lease number variances to appropriate team members., • Ensuring daily tasks and follow-ups are completed and documented., • Providing excellent customer service to residents, parents, and prospects., • Managing resident requests, concerns, and complaints in a timeline manner., • Assisting in the planning and execution of community events., • Tending to after-hours emergency calls as needed/required by the on-site management team., • Participating in seasonal team events, including turn and quarterly unit inspections., • Online coursework on fair housing, customer service, and company policies., • Follow-ups on prospect, resident, and maintenance surveys to ensure the highest level of customer service., • Regular audits of lease files, resident ledgers, and property reports., • Previous experience in customer service or a related field is a plus, but your passion and people skills are what truly shine., • A commitment to staying informed about the property., • Detail-oriented mindset and the ability to manage multiple tasks efficiently., • Comprehensive health coverage: Medical, dental, and vision insurance provided for eligible employees., • Robust retirement planning: 401(k) plan available with employer matching for eligible employees., • Financial security: Life and disability insurance for added protectionfor eligible employees., • Flexible financial options: Health savings and flexible spending accounts are offered for eligible employees. Apply Today! Are you ready to open the door to a fulfilling career, becoming a vital part of our community, and helping individuals find their perfect home sweet home? The first step in joining us by submitting your resume to: We are an equal opportunity employer that welcomes and encourages diversity in the workplace. 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.

Job DescriptionFounded in 2015, Shield AI is a venture-backed deep-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include the V-BAT and X-BAT aircraft, Hivemind Enterprise, and the Hivemind Vision product lines. With offices and facilities across the U.S., Europe, the Middle East, and the Asia-Pacific, Shield AI’s technology actively supports operations worldwide. For more information, visit . Follow Shield AI on LinkedIn, X, Instagram, and YouTube. The Director of Indirect Procurement is a senior leadership role responsible for defining and executing the enterprise-wide strategy for indirect spend categories, including IT, software, professional services, facilities, travel, marketing, and other non-production goods and services. This role provides strategic direction, governance, and oversight to ensure cost optimization, risk mitigation, supplier performance excellence, and alignment with corporate objectives. As a key business partner, the Director collaborates closely with executive leadership, Finance, Legal, IT, and functional leaders to influence decision-making, drive value creation, and continuously mature procurement capabilities across the organization.What you'll do: • Strategic Sourcing & Category Leadership, • Own and lead the enterprise indirect procurement strategy, aligning category roadmaps with business priorities and long-term growth plans, • Provide executive oversight for complex, high-value sourcing initiatives across all indirect spend categories, • Establish and govern category strategies, including demand management, supplier consolidation, and innovation partnerships, • Sponsor and oversee RFx processes (RFI, RFP, RFQ) for mission-critical goods and services, • Lead or approve negotiations for major contracts, including pricing models, SLAs, risk allocation, and long-term agreements, • Drive enterprise-level cost savings, cost avoidance, and value realization initiatives, • Supplier & Contract Governance, • Set the strategic framework for supplier relationship management, performance management, and risk mitigation, • Build and maintain executive-level relationships with key strategic suppliers, • Partner with Legal and Compliance to oversee contract standards, negotiation strategy, and approval authority, • Ensure governance over contract lifecycle management, renewals, and commercial obligations, • Resolve escalated supplier issues and lead remediation or exit strategies as needed, • Executive Stakeholder Partnership, • Serve as a trusted advisor to senior leaders and executives across the organization, • Translate business strategy into procurement-led solutions that balance cost, risk, speed, and innovation, • Influence stakeholders on sourcing decisions, demand planning, and total cost of ownership considerations, • Champion procurement best practices, governance, and policy adherence at the leadership level, • Procurement Operations & Organizational Leadership, • Provide leadership and direction to indirect procurement teams, including coaching, performance management, and capability development, • Establish scalable procurement operating models, policies, and approval frameworks, • Oversee procurement execution, including requisitions, purchase orders, vendor onboarding, and invoice resolution, • Ensure robust documentation, audit readiness, and process discipline across procurement operations, • Compliance, Risk & Ethics, • Ensure enterprise compliance with procurement policies, approval authorities, and internal controls, • Provide oversight for SOX, FAR/DFARS, cybersecurity, and regulatory compliance as applicable, • Lead supplier risk management efforts, including financial, operational, cybersecurity, and regulatory risk, • Promote ethical sourcing, sustainability, and supplier diversity initiatives aligned with corporate values, • Reporting, Analytics & Continuous Improvement, • Define and monitor KPIs for spend visibility, savings, supplier performance, and risk, • Present procurement performance and insights to executive leadership, • Sponsor enhancements to procurement systems and tools (ERP, P2P, contract lifecycle management), • Lead continuous improvement, automation, and digital transformation initiatives across procurement, • Contribute to enterprise governance, policy development, and long-range procurement planningRequired qualifications:, • Bachelor’s degree in Business, Supply Chain, Finance, or a related field (MBA or advanced degree preferred), • 10+ years of progressive experience in indirect procurement, strategic sourcing, or supply chain leadership, • Demonstrated experience leading enterprise-level indirect spend categories (IT, software, professional services, facilities, etc.), • Proven track record of developing and executing procurement strategies at scale, • Executive-level negotiation and contract management expertise, • Strong understanding of procurement governance, compliance, and risk management frameworks, • Experience with ERP and P2P platforms (SAP, Oracle, Workday, Coupa, Ariba, or similar), • Advanced financial acumen, data analysis, and spend analytics capabilities, • Exceptional communication, executive presence, and stakeholder influence skills Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Summary: As Centura’s Director of People & Culture, you will serve as a strategic leader responsible for shaping and advancing the firm’s people strategy. You will partner with leadership to align HR practices with business goals, driving operational excellence, compliance, and a values-based culture. You will lead initiatives that strengthen engagement, promote accountability, and support a high-performing, inclusive workplace. You will ensure HR policies, programs, and systems reflect best practices and comply with federal and state regulations. You will act as a trusted advisor to leadership and employees alike, fostering transparency, trust, and collaboration across the organization. Ultimately, you will champion Centura’s mission by creating a culture where people thrive and business goals are achieved through aligned, purpose-driven performance. This role is located onsite in San Diego, California. Remote candidates will not be considered. Primary Responsibilities: Open Enrollment • Lead Centura’s annual benefits renewal and open enrollment process, including timeline creation, vendor coordination, and communication planning., • Evaluate current benefit plan performance annually by analyzing participation, utilization, employee feedback and cost trends., • Partner with the firm’s benefits broker to review plan design options, renewals, and alternative carriers or cost-savings opportunities., • Benchmark benefit offerings against industry standards to ensure competitiveness and alignment with the firm’s total rewards strategy., • Recommend plan design changes to leadership based on cost, compliance, and employee needs., • Oversee benefits-related compliance requirements, including ACA reporting, ERISA notices, COBRA administration, and plan document updates., • Collaborate with Finance to forecast benefits costs and incorporate updates into the annual budget., • Manage vendor and carrier relationships, ensuring service quality, data accuracy, and timely issue resolution., • Develop and deliver employee communication materials for open enrollment (e.g., guides, FAQs, and presentations) that clearly explain benefits options and changes., • Conduct post-enrollment audits to verify accuracy of enrollments, deductions, and carrier data feeds., • Analyze employee benefits trends and utilization data to inform future benefit strategy and wellness initiatives. Leave of Absences / Reasonable Accommodations • Administer Centura’s Leave of Absence (LOA) and Reasonable Accommodation processes in compliance with federal and California laws (e.g., FMLA, CFRA, ADA)., • Send required notices and documentation to employees and managers within designated timeframes., • Coordinate with employees, managers, and HR leadership to ensure a smooth leave process and proper return-to-work planning., • Track leave dates, extensions, and return-to-work statuses to ensure accuracy and compliance., • Maintain confidential LOA and accommodation files and ensure all documentation is complete and up to date., • Partner with payroll and benefits administrators to ensure accurate benefit continuation and pay during leaves., • Provide guidance to employees and managers on leave and accommodation policies, escalating complex cases to HR leadership as needed. Workers’ Compensation • Administer Centura’s Workers’ Compensation program in compliance with state and federal regulations., • Serve as the primary point of contact for employees and managers regarding workplace injuries or incidents., • File claims and coordinate with the insurance carrier to ensure timely submission and follow-up., • Maintain accurate and confidential records of all injury reports, claim documents, and correspondence., • Monitor claim progress and communicate updates to employees, managers, and HR leadership as appropriate., • Coordinate return-to-work programs, including light-duty or modified work assignments when applicable., • Partner with the insurance carrier, healthcare providers, and legal representatives to ensure effective case management and resolution., • Review annual federal and California legislative and regulatory updates to ensure company policies remain compliant., • Partner with Littler or other legal resources to update Centura’s Employee Handbook and related policy documents as needed., • Maintain a master log of company policies, ensuring all versions are current, approved, and properly archived., • Draft, edit, and format new or revised policies for leadership review and approval., • Coordinate with leadership and department heads to communicate new or updated policies to employees., • Publish and distribute updated policies to employees., • Track acknowledgment of policy receipt and understanding through electronic signature or other verification methods., • Provide guidance to managers and employees regarding policy interpretation and implementation., • Support annual compliance audits by maintaining up-to-date policy documentation and version control. Performance Management • Design, implement, and continuously refine Centura’s performance management framework to ensure alignment with the firm’s mission, values, and strategic objectives., • Partner with leadership to establish clear performance expectations, goal-setting processes, and feedback standards that promote accountability and growth., • Lead the annual and quarterly review cycles, including timeline planning, training and communication., • Coach managers on delivering constructive, values-based feedback and fostering a culture of continuous performance improvement., • Analyze performance data to identify firmwide strengths, development needs, and trends that inform talent planning and training initiatives., • Ensure consistency, fairness, and compliance in performance evaluation practices across all departments., • Partner with Finance and leadership to connect performance outcomes with compensation and advancement decisions., • Develop and maintain performance improvement and development programs that support employee success and retention., • Champion a feedback-driven culture that values recognition, accountability, and professional development., • Coach managers on delivering constructive, values-based feedback and addressing underperformance proactively and effectively., • Partner with leadership to identify and respond to performance issues through coaching, documented feedback, and ongoing performance discussions., • Oversee the development, implementation, and tracking of Performance Improvement Plans (PIPs), ensuring fairness, compliance, and consistency across departments., • Collaborate with legal counsel and executive leadership on complex or escalated performance cases to mitigate risk and support sound decision-making., • Provide guidance to managers on documentation standards and best practices for managing performance-related issues., • Oversee all HR compliance functions to ensure alignment with federal, state, and local employment laws, including wage and hour, leave, benefits, and anti-discrimination regulations., • Partner with Centura’s legal counsel and external partners (e.g., Littler) to interpret new legislation, assess business impact, and implement required policy or procedural changes., • Maintain and update Centura’s Employee Handbook and HR policies to reflect current laws, regulations, and best practices., • Oversee completion of all mandatory employee trainings and certifications, including compliance, anti-harassment, and cybersecurity requirements., • Ensure accurate and timely completion of required reporting and filings (e.g., ACA, EEO-1, OSHA, COBRA, ERISA)., • Monitor HR systems and data management processes to ensure confidentiality, security, and compliance with data privacy laws., • Conduct regular internal audits of HR practices, personnel files, and system data to maintain compliance and readiness for external audits., • Partner with leadership to manage compliance-related investigations, employee relations issues, and disciplinary actions as needed., • Educate managers and employees on compliance expectations, providing guidance and resources to promote ethical conduct and risk awareness., • Stay informed of changes in employment law and proactively recommend updates to policies and processes to mitigate organizational risk. Other: • Approve and sign offer letters, • Communicate employee terminations to staff, • Lead planning and execution of firm-wide events, including logistics, communication, and post-event insights., • Perform other duties as assigned, contributing to a collaborative and high-performing team environment. Knowledge, Skills and Abilities: • Deep understanding of employment law and HR compliance across federal and California regulations (FMLA, CFRA, ADA, ACA, EEO, wage and hour, etc.)., • Experience with open enrollment, compensation structures, and total rewards strategies., • Understanding of employee engagement best practices., • Knowledge of change management and organizational effectiveness principles., • Working knowledge of HR systems and analytics tools., • Skilled in coaching leaders through feedback, performance improvement, and talent growth., • Ability to balance strategic thinking with operational execution, moving seamlessly between big-picture planning and hands-on leadership., • Ability to analyze HR metrics and workforce data to inform decision-making and drive continuous improvement., • Ability to navigate sensitive employee matters with discretion, empathy, and professionalism., • Ability to influence and collaborate across departments and leadership levels to achieve organizational goals., • Ability to adapt to changing business needs and regulatory requirements while maintaining HR compliance., • Bachelor’s degree in Human Resources, Psychology, Business Administration, Organizational Leadership, or a related field., • 8+ years of progressive HR experience, including at least 3 years in a leadership or strategic HR management role., • Demonstrated experience overseeing multiple HR functions such as recruiting, performance management, benefits, compliance, and employee engagement., • Proven track record in developing and implementing HR strategies that align with organizational goals and improve business performance., • Experience in California employment law compliance and employee relations., • Strong knowledge of HR systems and technology platforms (e.g., HRIS, ATS, performance and engagement tools)., • Excellent interpersonal, communication, and leadership skills., • Ability to build and lead high-performing teams and foster an inclusive, collaborative work environment., • SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred., • Communication, • Bold Leadership, • Delegation, • Forward Thinking, • Influencing Others, • Adaptability, • Decision Making, • Project Management, • Resource Management, • Risk Navigator Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Comp: $190k - $200k base + bonus

Job DescriptionDescription: Fast-Growing Company | High-Impact Role | Hands-On Leadership Are you a strategic, execution-driven finance leader ready to roll up your sleeves and help steer a rapidly growing company to its next stage of success? We’re searching for a dynamic Director of Finance who thrives in fast-paced environments, loves cross-functional collaboration, and wants to make a measurable impact on the organization’s growth trajectory. This is a high-visibility role with the opportunity to shape financial strategy, strengthen operational performance, and support key business decisions across multiple departments. If you’re an ambitious leader who blends strategic insight with a willingness to dive into the details, we’d love to meet you. What You’ll Do Forward-Looking Planning & Strategy • Develop actionable KPIs and objectives designed to accelerate both short-term and long-term company growth., • Prepare detailed forecasting, budgeting, and cash flow analysis, • Build robust financial models to guide major cross-organizational initiatives, including KPI development., • Communicate complex financial insights in a clear, accessible way to leaders across the company.Cross-Departmental Collaboration, • Work closely with department leaders to deliver data-driven insights that fuel operational efficiency and profitability., • Develop metrics and dashboards that improve performance and inform high-impact decisions company-wide.Financial Reporting, • Produce accurate, timely financial statements with supporting analysis and metrics., • Clearly communicate financial results to senior management and key stakeholders. Policy, Controls & Compliance, • Contribute to the development and refinement of financial and accounting policies that support company goals., • Ensure compliance with local, state, and federal regulations, as well as reporting requirements for external parties. M&A Support, • Lead detailed financial analysis and due diligence for potential acquisitions and divestitures., • Support strategic planning that aligns M&A activity with long-term company objectives.Ad-Hoc Strategic Projects, • Own and execute a wide range of financial initiatives as business needs evolve., • Serve as a trusted advisor to the executive team, contributing to company-wide planning and strategy. Core System Oversight, • Maintain and optimize critical systems including FP&A tools, accounting software, Power BI, AvidXchange, banking platforms, and more., • Lead implementation projects and evaluate system upgrades that support scale and efficiency. Requirements: What You BringEducation • Bachelor’s degree in Accounting or Finance (required), • CPA or CFA preferred Experience, • 8–10 years of progressively responsible experience in a mid-size, high-growth environment, • Strong organizational development, personnel leadership, and resource planning abilities, • Proven success operating in fast-moving, ambiguous environments while driving toward clarity and solutions, • Advanced Excel skills and strong experience with FP&A tools (Solver/BI360 preferred), • Experience with accounting platforms (Microsoft Dynamics GP preferred), • Ability to administer and maintain BI and financial systems (Power BI, AvidXchange, banking platforms, etc.), • Experience leading software implementations and evaluating enterprise systems Leadership Qualities, • Exceptional communication and interpersonal skills, • Ability to lead by example and serve as a role model across the organization, • Collaborative mindset paired with the initiative to dive in and get the work done, • Strategic thinker with a bias toward action

Job Description We are seeking motivated, dynamic professionals who are passionate about serving their local communities. Join our team: Apply to our open position(s) below. OPEN POSITION ANNOUNCEMENT! Associate Director of Finance - Capital Investments Plan Open until filled. Posted 9/8/2025 San Diego County - hybrid work schedule set by Community Power ABOUT THE ROLE: San Diego Community Power (Community Power) is seeking an Associate Director who will oversee and lead the Capital Investment Plan including California Public Utilities Commission (CPUC) funded programs. This role will be responsible for managing, reviewing, monitoring and growing multi-year investments in the agency's 5-year Capital Investment Plan (CIP) and the agency's annual capital budget including financial planning for future growth and ensuring alignment with organizational goals, regulatory compliance, and fiscal responsibility. The position will lead the collaboration between the Finance Department and Customer Programs Department in the administration and oversight of the accounting and reporting functions of all customer programs including programs funded from external sources such as the CPUC and California Energy Commission. Of particular significance to this role is the oversight of accounting and reporting of the CPUC-funded San Diego Regional Energy Network or SDREN. In addition, the Associate Director is accountable for the customer program department invoicing process and ensures the accuracy, completeness, and compliance of financial records; reconciles monthly ledgers; compiles, analyzes, and reports information; and provides budgetary support. The Associate Director will additionally oversee the agency's indirect cost allocation plan in compliance with federal and state regulations, ensuring accurate distribution of indirect costs across programs and departments, supporting grant compliance, overseeing operating budget reimbursement, and providing strategic financial insights to leadership. WHO IS COMMUNITY POWER? Community Power is a community-driven, not-for-profit public agency providing cleaner energy to the San Diego region. Formed in 2019, Community Power is the second largest Community Choice Aggregator (CCA) in California, serving nearly 1 million customer accounts across its member agencies: the Cities of San Diego, Chula Vista, Encinitas, Imperial Beach, La Mesa and National City, as well as the unincorporated areas of San Diego County. OUR HISTORY Community Power was formed in 2019 as a public, not-for-profit community choice aggregator (CCA) in the San Diego region. We began electric service in 2021 and now serve seven member agencies: the Cities of San Diego, Chula Vista, Encinitas, Imperial Beach, La Mesa and National City, as well as the unincorporated communities of San Diego County. Community Power was formed to bring local control and customer choice to San Diego while also providing clean and renewable energy at competitive rates. We are the second largest CCA in California, serving nearly 1 million customers. For more information, please visit SDCommunityPower.org. COMMITMENT TO DIVERSITY At Community Power, we value diversity and are committed to creating an inclusive environment for all employees. We represent a diverse customer base and hope to hire employees that reflect our communities. We provide equal employment opportunities to all applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. ESSENTIAL DUTIES AND PRIMARY RESPONSIBILITES • Lead, develop, and grow the finance team as needed to support Community Power customer program offerings., • Lead, develop and oversee Community Power's Capital Investment Plan and capital budget including prioritization of programs and projects based on community needs, asset condition (when applicable), and funding availability and management of all funding, projects and programs contained within., • Forecasting and tracking capital investment needs, identifying and seeking funding sources and acting as the technical advisor on efforts related to capital programming, project delivery, cost estimating, and budgeting., • Leads the preparation and management of multi-year capital budgets including the coordination of funding strategies which may include, but is not limited to, grants, bonds, public-private partnerships, etc., • Manage a team of direct reports that work across all aspects of CIP administration, program and project expenditures, invoicing, and reporting., • Develop and maintain Community Power's indirect cost allocation plan in accordance with 2 CFR Part 200 and applicable state guidelines, ensuring the agency tracks and maintains adequate levels of overhead staff and tracks overhead reimbursement from internal and external funding., • Partners with the CFO and Director of Finance to establish an Enterprise Resource Platform to serve as the system of record for tracking the agency's annual budget and CIP., • Lead reconciliation process between the capital investment plan and the operating budget for scheduled reimbursements that need to occur., • Develops internal controls and policies to ensure proper expenditure spending in compliance with local, state, and federal regulations, environmental standards, procurement policies and internal Community Power policies., • Lead the development and establishment of standard operating procedures, coordinating with internal team members, external partners, and consultants/vendors for invoice preparation, review, and submittal., • Exercise good judgment in managing accounting and operational risk., • Leads the coordination with external parties to ensure timely receipt of grant funds., • Leads staff in the development and implementation of systems for collecting, analyzing, verifying, and reporting financial information., • Works independently, using good judgment and initiative in carrying out assignments. Set goals and priorities and carry out multiple assignments concurrently., • Perform other related duties and responsibilities as required and assigned. KNOWLEDGE, SKILLS, AND ABILITIES Required: • At least five (5) years of direct experience in managing the finances, budgeting and accounting of publicly funded customer programs., • Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations., • High attention to detail and accuracy., • Ability to direct and supervise a team of multiple staff., • The ability to problem solve and bring forth ideas and solutions., • Experience and comfort working in a fast-paced, fluid work environment., • Experience developing and implementing processes in complex multi-department or matrixed organizations., • Knowledge and demonstrated understanding of the fundamentals of environmental justice and equity principles., • Motivated, collaborative, supportive team member that is excited to work with diverse teams and communities., • Ability to work collaboratively, strong organizational skills, and demonstrated ability to manage multiple projects concurrently., • Ability to take and provide critical feedback in constructive ways., • Strong critical thinking skills including a high tolerance for uncertainty and the ability to identify issues and propose solutions., • Ability to act with integrity, professionalism, and confidentiality., • Ability to comprehend and adhere to Community Power personnel policies., • High proficiency with Microsoft Office Suite, Word, Excel, PowerPoint, and ability to use virtual meeting applications., • At least five (5) years of direct experience managing the finances, budgeting and accounting energy efficiency programs funded by the CPUC., • At least five (5) years of direct experience working for a load serving entity (i.e., Community Choice Aggregator, public utility, investor-owned utility) or on behalf of a load serving entity as a consultant/vendor., • At least five (5) years of direct experience in managing capital programs in California including local, state, or federal funds., • Experience collaborating with city and county departments, regional agencies, state officials, federal funding agencies, contractors, and the public to grow and enable funding opportunities, • Familiarity with San Diego regional sustainability/energy/climate action ecosystem (i.e., public agencies, nonprofits, community-based organizations) and the California utility landscape. QUALIFICATIONS, EXPERIENCE, AND ABILITIES Any combination of education and experience that would provide the knowledge and abilities listed. A typical way to obtain the required qualifications would be: A four-year degree or higher from an accredited college or university AND a minimum of eight to ten years of related professional experience. Four (4) additional years of professional experience may be used in place of a degree. A master's degree or higher may substitute for a total of one year of professional experience. WORK ENVIRONMENT AND CONDITIONS Prolonged periods of sitting at a desk and working on a computer. The position requires occasional carrying, lifting, and/or moving objects up to 25 pounds. Occasional local travel is required and reliable transportation to be able to attend Community Power events, meetings, and workshops as needed is expected. At Community Power we work in the communities we serve and in the office. Community Power works to ensure a safe and healthy workplace for employees and in our communities. Community Power requires employees to be fully vaccinated for COVID-19. Exemptions to the vaccine requirement will be considered for individuals with medical conditions that prevent them from being vaccinated and for individuals with sincerely held religious beliefs that prohibit them from being vaccinated, consistent with governing labor laws. Community Power is an agency required to adopt and promulgate a Conflict-of-Interest Code ("COI"). The COI code requires employees in designated positions, including those identified under the interim disclosure process, to file a Statement of Economic Interests (Form 700) on an annual basis. A Successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Compensation: Salary Range: The position salary range is: $155,430 to $209,880; with exact compensation to be determined by Community Power, depending upon experience. Benefits: Standard benefits package including but not limited to: Insurance: Community Power covers 100% of health benefits, including medical, vision, and dental insurance, for eligible FT employees and their dependents. Also provided is a $100,000 Life & AD&D policy, STD and LTD coverage that is 100% paid by Community Power. Retirement: Community Power offers a 457(b) plan for employee contributions and contributes 10% of eligible compensation to the employee's Money Purchase Plan. Paid Time Off: 11 holidays per year + paid winter holiday (between 12/24-12/31), 160 hours of accrued paid time off per year (increases with time in service), and 96 hours per year of accrued paid sick leave. This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at the discretion of Community Power as needed. California Pay Range$155,430—$209,880 USD

Job Description Welcome to San Diego International Airport, where our core purpose is to create an exceptional experience for both our community and visitors from around the world. It extends beyond just flights; we embody the vibrant spirit of San Diego itself—sunny, welcoming, and full of life. We are committed to attracting, fostering, and empowering a team of talented individuals who can deliver our strategic goals: • Advance Airport Development, • Transform the Customer Experience, • Optimize Ongoing Business Why You'll Love Working at SAN: • Location: The new Airport Authority Administration building, located on the San Diego International Airport campus and near the waterfront, providing stunning views of our runway, San Diego Bay, the Pacific Ocean, and the city skyline., • Hybrid Schedule: This role follows a hybrid schedule with both on-site and remote work. On-site days are required, based on department needs, to support collaboration and business operations. Remote work flexibility is available on other days as determined by the department., • Salary: The hiring salary for Director, Terminal Business Development is $150,436-167,151. The full pay range for Director, Terminal Business Development is $121,564-$212,738., • Benefits: You will enjoy 14 paid holidays, 18 – 33 days of vacation (PTO), parental and child care benefits, salary continuance for family & parental leave, tuition reimbursement, auto allowance, and retirement plan options that include a choice between our comprehensive pension plan or a 401(a) defined contribution plan, with the option to add a 457(b) deferred compensation plan and retirement health reimbursement account. You can also take advantage of our annual employer-funded Executive Wellness Incentive of up to $2,000, designed to support your wellness goals, personal development, and growth activities—and much more!, • Wellness: Take advantage of multiple on-site gyms with regular fitness classes, outdoor working areas, fitness discounts for all levels and goals, monthly fruit deliveries, rewards for volunteer time, financial wellness advisors, and a campus with easy access to some of San Diego's best walking trails., • Application Deadline: February 16, 2026. Applications will be reviewed after the closing date. About the Job: The Revenue division is looking for a Director, Terminal Business Development with a strategic, forward-thinking focus on enhancing and optimizing commercial performance, passenger experience, and long-term value across the airport’s terminal environment. This role is responsible for shaping and executing in-terminal revenue and concession strategies within SAN’s highly active and dynamic airport campus. Why This Role Matters: SAN is entering a pivotal period of terminal transformation, balancing active operations with major redevelopment. The Director, Terminal Business Development will shape how passengers experience the terminal environment during change – ensuring commercial programs remain lucrative, resilient, and financially strong while positioning the airport for long-term growth. The Director, Terminal Business Development oversees comprehensive revenue management programs and teams, that include concessions, leasing, and in-terminal commercial assets while partnering closely with internal teams and external stakeholders to maintain continuity across active terminal operations and deliver thoughtful, data-informed outcomes. The ideal candidate will be energized by complexity, grounded in sound judgment, and committed to leading a high-performing team with clarity and trust—helping shape how SAN evolves during a pivotal moment of growth while translating constraints into strategies that deliver lasting value for passengers, partners, and the region. What You’ll Do: • Set Commercial Strategy: Lead customer-centric, data-informed strategies that optimize in-terminal revenue, passenger experience and long-term asset value., • Lead through Change: Guide commercial outcomes during active terminal re-development (New Terminal 1 Phase B, Terminal 2 West and East), adapting strategies to sequencing, space constraints and operational realities., • Oversee Revenue Programs: Direct in-terminal food and beverage, retail, leasing and other commercial assets to drive performance, continuity and innovation., • Govern Assets and Align Policy: Establish and administer policies for commercial assets and real estate, aligning development priorities across the department and tenants., • Execute Transactions: Oversee complex leases, easements, and agreements in compliance with Authority and regulatory requirements., • Partner & Influence: Serve as a trusted advisor to internal leaders, concessionaires, tenants and external partners., • Build the Team: Lead, develop and retain a high-performing team grounded in accountability, trust and professional growth., • Strategic Leadership: Develops and executes departmental customer-centric strategies aligned with organizational vision, revenue objectives and measurable outcomes., • Financial Stewardship: Directs department budgeting and establishes work practices to support strategic priorities and operational effectiveness., • Regulatory Compliance: Ensures compliance with applicable laws, regulations, standards, and internal policies across all departmental activities. The Skills You Need: • Strategic Execution— Develops and executes strategies that advance organizational goals while balancing commercial performance, customer experience, operational realities, and long-term stewardship., • Change Leadership— Leads through periods of change by anticipating impacts, navigating ambiguity, fostering cross-functional collaboration, and adapting strategies as conditions evolve., • Influence & Stakeholder Partnership — Builds trusted relationships and uses influence to align diverse stakeholders, resolve competing priorities, and advance outcomes through collaboration., • Communication— Communicates complex ideas clearly and effectively across audiences, including internal teams, external partners, executive leadership, and governing bodies., • People Leadership & Emotional Intelligence — Leads with self-awareness, empathy, and accountability; sets clear expectations, fosters constructive dialogue, and builds a high-performing, engaged team culture., • Decision Quality — Makes sound, timely decisions grounded in data, experience, and judgment, considering risk, tradeoffs, and downstream impacts in a public-serving environment. Terminal Business Development is responsible for airport revenue-generating programs that reflect the San Diego region the airport serves. The team ensures the revenue-generating aspects of the terminal represent San Diego by providing products and services that passengers require in a welcoming and intuitive environment. Working closely with internal departments and external partners, they balance long-term vision with day-to-day operations and evolving passenger needs within a uniquely constrained airport footprint. The team is known for its high standards, thoughtful approach, and ability to influence outcomes across a complex organization. Whether guiding major redevelopment efforts, refining concession strategies, or solving problems that don’t have obvious answers, Terminal Business Development plays a central role in ensuring the airport’s commercial environment is both lucrative and sustainable. Requirements The Experience You Need to Have**: • Eight years of progressively responsible business development, real estate management or commercial leasing experience, at least five of which were in a supervisory or program management capacity, or any equivalent combination of education, training, and/or experience., • Professional certification such as Accredited Airport Executive (AAAE), Certified Member (CM), or Airports Council International (ACI), Project Management Professional (PMP), Certified Concession Manager (CCM) credential. EEO Statement It is the policy of the San Diego County Regional Airport Authority to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, SDCRAA will provide reasonable accommodations for qualified individuals with disabilities. Physical & Mental Demands Persons with disabilities may be able to perform the essential duties of this class with reasonable accommodation. Reasonable accommodation will be evaluated on an individual basis and depends, in part, on the specific requirements for the job, the limitations related to disability and the ability of the hiring department to accommodate the limitation. If you need any form of accommodation during the recruitment process, please inform the Talent Acquisition Partner (Recruiter). Under California Government Code Sections 3100 - 3109, public employees are designated disaster service workers. The term "public employees" includes all persons employed by the state or any county, city, state agency, or public district. Disaster service workers are required to participate in such disaster service activities as they may be assigned to them by their employer or law.

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

Job DescriptionDescription: Job Summary The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning. The Money Coach will focus on completing key licensing requirements which includes the Series 65. Serving as a Money Coach, the advisor educates and guides employees in financial wellness while generating qualified leads to support team objectives in a collaborative, client-focused environment. Essential Duties • Serve as a money coach, providing financial education and personalized guidance to employees/clients., • Design, prepare, and facilitate engaging workshops and presentations designed to educate and support employees/clients., • Source, generate and refer qualified leads to internal teams to support business development efforts., • Effectively prioritize and manage multiple tasks while meeting deadlines in a timely and organized manner., • Develop the knowledge and confidence to handle basic financial planning independently, without requiring input from the Team., • Enhance phone skills by executing plan and seeking lead oppurtunities., • Build additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate., • Maintain strict commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies., • Communicate with Spanish-speaking employees/clients., • Competitive Compensation, • Comprehensive Medical, Dental, and Vision Insurance, • Life Insurance, • Long Term Disability, • Supplemental Insurance, • Paid Time Off and Holidays, • Employee Advantage Program, • Employee Assistance Program, • 401(k) Matching, • Eligible Profit Sharing, • Career Development, Mentorship and Education, • Team Events, • Achievement Awards and Trips, • Bachelor’s degree preferred in education, business, finance, or related field., • A drive for professional development and a passion for working with people., • Comprehensive knowledge of topics related to financial planning including securities and retirement plans., • FINRA Series 65 license preferred; or candidates must obtain within 3 months of hire., • Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint for presentations., • Interest in knowledge building and applying ERS focus areas to daily activities. Skills Requirements • Self-starter and collaborator with other Money Coaches, to build a profitable program to help employees financially., • Excellent with proactively preparing for and conducting workshops to educate employees., • Communicate clearly and effectively in English demonstrating confident, articulate, and professional verbal and written communication skills., • Ability to prioritize and organize tasks in a timely manner with a high attention to detail., • Exceptional interpersonal and client service skills., • Strong analytical and problem-solving skills., • Capacity to accept feedback and training., • High degree of integrity with the ability to maintain confidentiality., • Proficiency with technology platforms: Salesforce, eMoney, Zoom, Microsoft Office Suite, including Excel and PowerPoint for presentations. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location, all compliance and office safety requirements apply. PM21 #zr Compensation details: 70304-70304 Yearly Salary PIf8c0249dae6d-25405-39589652

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

Job Description COMPANY DESCRIPTION: A career here is life-enhancing. At Syner-G, we enable our people to build careers that impact positively on their quality of life. Through our expertise, insight, consulting and management skills, we accelerate breakthrough science and delivery of life-enhancing therapies to more patients. We work across a diverse range of clients and projects, supporting many organizations from the most critical phases of the drug discovery and approval process through to commercialization. It is meaningful, varied and thought-provoking work with a strategic emphasis, a solutions-driven approach and significant, real-world outcomes, from science to delivery/success. Underpinning this mission is a culture that aligns perfectly with what we want to achieve. We enable our people to grow, we support them in their learning and we reward them in so many different ways. In return, they play an instrumental role in maintaining our reputation across the globe as a strategic biopharma product development and delivery partner. Syner-G was recently honored with BioSpace's prestigious "Best Places to Work" 2026 award, for the third consecutive year, along with many other award-winning programs to make a career here truly life-enhancing. These recognitions are a testament to our commitment to fostering a positive and engaging work environment for our employees, with a particular emphasis on culture, career growth and development opportunities, financial rewards, leadership and innovation. At Syner-G, we recognize that our team members are our most valuable asset. Join us in shaping the future, where your talents are valued, and your contributions make a meaningful impact. For more information, visit POSITION OVERVIEW: The Region Head is an experienced and strategic senior leader responsible for the West Region (San Diego and San Francisco areas) within Syner-G's Technical Operations business. This leader will direct a team of engineering consultants who deliver high‑quality technical operations support to clients in the life sciences sector, including biotech, pharmaceutical, and medical device organizations. The support provided to our clients is typically inclusive of complex, highly technical, and demanding projects. The Region Head holds full accountability for regional P&L performance, financial planning, client growth, and operational execution, while ensuring a high level of employee engagement and client satisfaction. This role will partner closely with the Commercial team to expand existing accounts, identify new opportunities, and grow the company's footprint within the region. Establishing and developing teams with a strong client focus and culture of delivery excellence is essential to the success of the West Region. WORK LOCATION: This role is expected to reside within the West Region. Travel to existing client sites, future client sites, and the Syner-G San Diego office will be required based on project demands and client expectations. KEY RESPONSIBILITIES: (This list is not exhaustive and may be supplemented or changed as necessary.) Regional Leadership & Operations • Provide strategic and operational leadership for all activities within the West Region., • Oversee regional business performance, including P&L management, budgeting, forecasting, and financial reporting., • Ensure consistent delivery excellence across all client engagements, aligned to company standards and industry best practices., • Lead, coach, and inspire a team of engineering professionals across multiple projects.., • Build an engaged and motivated workforce through effective talent development, performance management, and career pathing., • Serve as the senior point of escalation and strategic advisor for key clients in the region., • Partner with the Commercial team to expand existing accounts and identify new business opportunities., • Engage in business development activities including client meetings, capability presentations, and proposal development., • Build strong relationships with industry stakeholders, understanding evolving client needs and market trends., • Develop and maintains relationships with local A/E (architectural/engineering), MEP, and construction firms to build a trusted network of partners for facility design, build, and expansion projects., • Ensure all consulting services adhere to relevant life sciences regulations, industry standards, and best practices., • Promote continuous improvement in methodologies, tools, and technical frameworks., • Build productive relationships with Commercial, Marketing, and other internal Syner-G functions (HR, Finance, Talent Acquisition) to support delivery of services to the customer and minimize risk to the business., • Update leadership team on strategic account plans and accomplishments, opportunities/risks and financial results while forecasting anticipated impacts to plan., • Partner with other service delivery groups to identify and pursue cross-sell opportunities outside of Technical Operations., • Develop annual operating budgets and periodic forecasts, manages regional P&L to meet regional and company goals., • Consistent year‑over‑year revenue and margin growth in the West Region., • High levels of team engagement, retention, and professional development., • Expansion of existing client relationships and successful acquisition of new clients., • Delivery of high-quality consulting services., • Strong collaboration with Commercial, HR, Operations, and Leadership teams. QUALIFICATIONS AND REQUIREMENTS Education: • 15 or more years of experience in project delivery, engineering, operations or technical program management., • 8 or more years of leadership in GMP manufacturing facility design, construction, startup, engineering, and/or operations., • Demonstrated business development success, with the ability to sell services and expand client relationships in a competitive environment, • Deep experience in one or more of the following areas: Capital Projects, Facilities Engineering, Process, Automation, CQV, and/or Project Management, • Ability to build, develop, and motivate high-performing teams to support and deliver multiple projects under demanding timelines, • Proven track record of project delivery for laboratory and/or manufacturing facilities and operations in regulated industries such as biotech, pharmaceuticals, or advanced therapeutics., • Exceptional senior customer relationship and client management skills, • Visionary thinker with ability to create strategies for growth within established and new accounts, • Excellent communication, leadership, and organizational skills. Physical Demands: The physical demands described here are representative of the requirements that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use a computer keyboard and mouse; reach with hands and arms; talk and listen. The employee is frequently required to walk and sit, as well as to lift and carry objects such as books and files weighing up to 25 pounds. The employee is occasionally required to stand, stoop, or kneel. Specific vision abilities required by this position include close vision and the ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including moderate noise level, an indoor temperate environment, and light levels that are bright and conducive to minimal eye strain, typical for an office environment. TOTAL REWARDS PROGRAM: We define total rewards as compensation, benefits, remote work/flexibility, development, recognition and our culture with programs that support each of our reward pillars. This includes a market competitive base salary and annual incentive plan, robust benefit offerings, and ongoing recognition and career development opportunities. Employees also enjoy our generous flexible paid time off program, company paid holidays, flexible working hours, and fully remote or hybrid work options for some roles. However, if a physical work location is more for you, we have office locations in Greater Boston; San Diego, CA; Boulder, CO; and India. Additionally, our Technical Operations team regularly work at physical client sites. Currently, Syner-G is unable to sponsor or take over sponsorship of an employment Visa at this time. LEGAL STATEMENT: Syner-G is proud to be an Equal Employment Opportunity and Affirmative Action employers. All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee's race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation or preference, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law. Syner-G is an E-Verify employer.

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description Lead the San Diego maintenance region to deliver exceptional service, profitable growth, and a best-in-class safety culture. You will own regional performance end-to-end—developing leaders, strengthening client relationships, and driving operational discipline across branches. Key Responsibilities Operational Excellence • Establish a consistent operating rhythm across branches (weekly KPI reviews, site walks, quality audits, and action plans)., • Standardize SOPs for routing, scheduling, equipment readiness, and materials management; eliminate waste and rework., • Conduct regular property walks with teams; verify scope compliance, horticultural quality, and seasonal readiness., • Partner with Tree Care, Irrigation, Enhancements, and Construction to deliver integrated solutions., • Serve as executive sponsor for priority accounts; guide renewals and expansions with value-based proposals., • Coach Branch and Account Managers on proactive communication, issue resolution, and QBR (Quarterly Business Review) cadence., • Build market visibility with HOAs, property managers, municipalities, and institutional buyers; monitor competitor moves and local demand., • Own regional P&L, budgets, and forecasts; meet or exceed revenue, gross margin, and EBITDA targets., • Drive labor efficiency (planned vs. actual hours), materials control, and enhancements mix., • Manage AR/DSO and cash flow; partner with finance on monthly closes and variance analyses., • Recruit, develop, and retain Branch Managers and high-potential leaders; build bench strength and succession., • Set clear goals, coach performance, and address gaps quickly; recognize wins and model accountability., • Champion a positive, inclusive, and safety-first culture aligned to company values., • Enforce Cal/OSHA and company safety programs; lead safety huddles, near-miss reporting, and corrective actions., • Maintain TRIR goals; perform incident reviews and implement prevention measures., • Ensure licensing, permits, vehicle records, and chemical handling (IPM) are current and compliant., • Lead irrigation audits, water budgets, and smart controller strategies to reduce consumption and costs., • Ensure compliance with drought-stage restrictions and municipal/agency requirements. Must-Have • 5+ years leading multi-branch commercial landscape maintenance operations with full P&L accountability., • Proven results in client retention, revenue growth, margin improvement, and safety performance., • Strong financial and analytical skills (pricing, forecasting, productivity, AR/DSO)., • Working knowledge of SoCal horticulture, irrigation controls, IPM, and contract management., • Excellent communication and executive presence; able to influence at all levels., • Bachelor's degree in Business, Horticulture, Landscape Management, or related field., • Bilingual English/Spanish., • Leadership & Talent Development: Hires well, sets clear standards, coaches for performance., • Operational Discipline: Builds systems, measures what matters, and executes consistently., • Client Centricity: Anticipates needs, resolves issues fast, and earns trusted-advisor status., • Financial Acumen: Makes data-driven decisions; protects margin while growing share., • Safety Mindset: Prevents incidents through planning, training, and accountability., • Change Agility: Improves processes, scales best practices, and manages through ambiguity.

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

Job Description This role is located onsite in San Diego, California. Centura Weatlh Advisory is seeking a Paraplanner to serve as a key point of contact between clients, external professionals, and the advisory team. This role integrates financial analysis, tax compliance, estate administration and planning. By collaborating closely with CPAs, EPAs, and wealth advisor professionals, the Paraplanner facilitates the implementation of complex strategies within client estates while ensuring accuracy and alignment with client goals. Primary Responsibilities: Client Planning & Documentation • Analyze client data to support tailored financial, tax, and estate recommendations. Meeting Preparation & Support • Field and respond to client, CPA, and EPA inquiries with accurate and timely information, • Facilitate clear communication to ensure seamless implementation of planning strategies. Cross-Team Collaboration & Coordination Project & Process Ownership Knowledge, Skills and Abilities: • Exceptional written and verbal communication skills., • Advanced analytical and problem-solving abilities for data-driven recommendations., • Strong organizational skills with meticulous attention to detail., • Ability to collaborate effectively with both internal teams and external professionals. Minimum Qualifications: • Bachelor’s degree in Finance, Accounting, Business, or a related field., • Proficiency with CRM and financial planning software (Salesforce, Orion, RightCapital)., • Working knowledge of tax, estate, and financial planning concepts. Competencies: • Accountability, • Communication, • Teamwork, • Initiative, • Relationship Building, • COS Proficient, • Solution Seeker Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Expected range for this position is $63,000 to $90,000 plus bonus.

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

Job Description Crafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company is dedicated to helping families safeguard their assets and ensure a brighter future for every client. Are you passionate about making a real difference in people's lives? As a committed Virtual Insurance Sales Associate, you will have the opportunity to forge meaningful client relationships while offering solutions that protect and secure financial futures. Role Overview: Step into a dynamic role where you will: * Engage and connect with clients to understand their unique financial needs and objectives. * Provide personalized solutions that ensure clients' security and peace of mind. * Stay ahead of industry trends to consistently deliver informed and effective advice. * Build lasting relationships with clients, becoming their trusted advisor. Imagine a work environment where you can grow both professionally and personally. Are you ready for a fulfilling career that offers you: * Remote work flexibility, allowing you to balance your personal and professional life. * Participation in a vibrant company culture where every team member is valued and supported. * Opportunities for continuous learning and career advancement. We are seeking motivated individuals who are: * Empathetic and excellent communicators who can build trust with clients. * Detail-oriented and proactive in offering tailored insurance solutions. * Driven and eager to achieve high standards for themselves and our clients. Ready to embark on this journey with us? * Submit your application today! We believe in the potential of every candidate. * Following your application, you'll receive an invitation to a virtual company overview tailored to fit your schedule. * Connect with our team during the overview, where you can ask questions and learn more about the role. Join us, and let's craft brighter futures together! • This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.

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

Job Description Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages client meeting preparation, conducts financial modeling, prepares advanced planning deliverables, and collaborates with internal and external professionals to ensure accurate and effective implementation of client strategies. Additionally, this role contributes to the firm's growth by identifying and implementing process improvements, managing critical project elements, and actively mentoring and developing junior team members to maintain a high-performing advisory practice. Primary Responsibilities: Client Planning & Documentation • Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration., • Design and model income tax and estate planning strategies under the guidance of the Wealth Advisor, • Prepare advanced planning deliverables for internal team review and client presentation, ensuring accuracy and clarity in Excel and other systems to effectively “tell the client story.”, • Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities, errors, and overall financial positioning, • Present planning deliverables and quarterly client performance review materials, including entity charts, balance sheets, and portfolio summaries., • Assist Wealth Advisors in client meetings by clearly explaining assumptions, recommendations, and strategy rationale., • Build and maintain strong client relationships through day-to-day interactions, listening for additional needs, assisting with questions or requests, and facilitating the flow of information to the advisory team., • Internally manages one of the team’s key revenue lines, providing weekly status updates to the team, tracking progress toward goals, and coordinating next steps, • Support the management of the annual “Report Card” process for all wealth management clients through creation of proposed scope of work and recap of planning value added in the prior year, • Identify process inefficiencies in client case development, documentation, and financial plan creation, recommending solutions to improve workflow and accuracy., • Develop and implement systems, templates, and tools to enhance efficiency and standardization of the Liberated Wealth Process., • Coordinate with CPAs, EPAs, and other external professionals to support accurate implementation of tax, estate, and investment plans., • Collaborate with external center’s of influence, client & their support team, and other internal departments to ensure alignment on planning strategy design & execution, • Train and mentor Diamond Team interns through regular check-in meetings to support learning, questions, and professional growth., • Strong understanding of financial, tax, and estate planning principles and documentation., • Technical proficiency with Salesforce, financial planning software, and Microsoft Office., • Exceptional written and verbal communication skills, • High emotional intelligence, adaptability, and transparency in fast-paced, client-focused environments., • Hunger to learn and grow in the role, with willingness to ask questions and seek guidance when needed, • Advanced proficiency in Excel, including formulas, formatting, and presenting data clearly, • Ability to collaborate effectively with internal teams and external professionals while maintaining accuracy, timeliness, and quality of deliverable, • Bachelor’s degree in finance, Business Administration, Economics, or related field, • Undergraduate degree – Required, • Certified Financial Planning “CFP” designation - Required, • Life & Health license in the State of CA – Optional, • 3+ years minimum experience in wealth management, • Accountability, • Communication, • Teamwork, • Adaptability, • Client Orientation, • Emotional Intelligence We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Expected pay range for this role is $65,000 to $95,000 plus bonus.

Job Description Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies, and NY LIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include, but are not limited to, retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. You will be in business for yourself, but never by yourself. Qualifications: We require motivated, business-minded individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. The candidate must also have the ability to successfully network and prospect for new clients, must have excellent communication skills, and effective relationship management skills. Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity Compensation: $90,000+ commission based Responsibilities: • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs, • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients, • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish, • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles, • Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needsQualifications:, • Basic computer skills with proficiency with Microsoft Office suite is necessary, • Bachelor’s degree preferred; high school diploma required, • Excellent communication, customer service, analytical, and interpersonal skills are necessary About Company Awards & Accolades. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine, • Training Magazine’s Training Top 100 for 2021, • 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance, and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company. Job Types • Full-timeExpected Compensation, • $50,000.00 - $70,000.00 per yearSchedule, • Monday to FridayWork Location, • Multiple Locations

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

Job Description Financial Advisor (Entry Level or Experienced) Training Provided As a Financial Advisor, you’ll be able to cultivate lasting client relationships, enjoy the freedom that comes with directing your own professional path, and tap into significant earning potential—while making a real difference as you guide individuals through every phase of their financial lives. True Path Financial is a diversified financial services organization that offers access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. • Job Types: Full-time, Contract, • Pay: $50,000 - $150,000 per year, • Compensation Package: Commission pay, • Ability to Commute: Riverside, CA, • Ability to Relocate: Riverside, CA: Relocate before starting work, • Work Location: Hybrid remote in Riverside, CA Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Referral program, • Retirement plan, • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs., • Excellent compensation and benefits.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 Position: Wealth Management Advisor Compensation: Starting at $125K Overview: We are seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at a RIA firm in San Diego, CA. This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes. The ideal candidate is a fiduciary-minded professional who can deliver tailored strategies to help clients grow, preserve, and transfer wealth across generations. Key Responsibilities: Financial Planning * Create personalized financial plans by understanding each client’s values, goals, and complex financial situation. Investment Management * Design and implement diversified, tax-efficient investment strategies focused on long-term wealth accumulation and preservation. Retirement Planning * Develop strategies to generate reliable, tax-efficient retirement income, including tools like Roth IRA conversions. Tax Minimization * Collaborate with tax professionals to implement strategies such as tax loss harvesting to minimize long-term liabilities. Estate Planning * Assist clients in structuring the transfer of wealth and assets to future generations in a smooth and tax-conscious manner. Business Succession Planning * Guide business owners through transition strategies to ensure continuity of ownership and operations. Specialized Client Services * Address unique financial challenges such as sudden wealth events or non-traditional income structures. Our Approach: Fiduciary Standard * Operate under a fiduciary duty, always acting in the client’s best interests. Holistic, Personalized Service * Offer a broad range of services—from investment planning to education—customized to each client’s needs. Long-Term Orientation * Focus on sustainable, long-term financial strategies rather than short-term market timing or trends. Collaborative Expertise * Work within an interdisciplinary team of specialists to provide well-rounded and integrated financial solutions. Qualifications: * 5+ years of experience in wealth management or financial advisory roles * CFP®, CFA®, or other relevant certifications strongly preferred • Series 65 or 66 required Deep understanding of the financial needs of high-net-worth clients * Strong interpersonal skills and a client-first mindset * Ability to navigate complex financial situations with discretion and clarity

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Candidates must have a four-year degree, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.Compensation:, • Annual Compensation: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth. Lead Advisors are also offered the opportunity for ownership.

Job Description Financial Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: • Ideally, 1-2+ years of sales or business development experience, • Strong prospecting ability (cold calling, networking, etc.), • History of success (can be in sales, sports, education, etc), • Energized by mentorship & collaboration, • Licensure: CA Life & Health, SIE, Series 7 & Series 66, • Build and maintain strong relationships with clients to understand their financial needs and objectives, • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies, • Stay up-to-date on market trends, economic conditions, and investment products, • Supplemental Salary, Commissions, Bonuses & Rewards programs, • Vast array of broker/dealer & investment advisory platforms, • Dedicated transition support & firm leadership opportunities, • Product specialists support & Practice management coaches, • Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-Office

Job Description Position Summary: We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences. Minimum Qualifications (Licenses, Education, Experience, Skills) • Bachelor’s degree in a related field, • 5+ years’ experience as a financial advisor, • FINRA Series 7 and combination of Series 63/65 or 66 license, • California life insurance license with the ability to transact variable contracts, • Clean CRD/U4 record, • CFP® designation (preferred) or intention to obtain CFP® designation within 2 years of employment, • Proven history and track record of successful, results-driven prospecting and referral follow-up of existing credit union members or bank customers in a credit union or bank environment., • Familiarity with Salesforce CRM and eMoney for client management and financial planning, • Excellent PC skills to include Microsoft Office software such as Outlook, Word, Excel, etc., • Strong communication and interpersonal skills, • Ability to work independently and as part of a team, • Detail-oriented and organized, • Ability to multitask and prioritize workload effectively, • Ability to travel to multiple branches within or outside assigned region(s) and administration locations based upon schedule. Essential Duties and Responsibilities • Propose suitable fee based and investment solutions to credit union members., • Work directly with SDCCU members to develop and implement customized financial plans tailored to meet the members individual needs., • Provide ongoing advice and service to guide members in pursuit of their financial goals., • Work with branch employees to train and coach them on investment related goals., • Maintain a high level of professionalism and ethics in all client interactions., • Stay up to date on industry trends and regulations., • Collaborate with a team of like-minded professionals to deliver financial solutions to members., • Complete in a timely manner all required training and continuing education required by SDCCU, regulatory entities, licensing entities, and vendors to include the credit union’s chosen third-party broker/dealer. Other Duties & Responsibilities The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am/5:00pm Full Time – 40 hours a week

Senior Director, Talent Development & Employee Engagement Overview The Senior Director, Talent Development & Employee Engagement is responsible for leading enterprise-wide strategies that enhance employee engagement, learning, performance, recognition, and well-being. This role plays a key part in building a high-performance culture, supporting organizational growth, and developing future leaders. Partnering closely with senior leadership, HR, and cross-functional stakeholders, this position designs and delivers impactful people initiatives that elevate the employee experience and align talent strategies with business objectives. The role also oversees People & Performance communications to ensure clear, consistent messaging across the organization. Key Responsibilities Leadership & Strategy • Lead and develop the talent development and employee engagement teams, • Serve as a strategic advisor to senior leaders on learning, engagement, and talent priorities, • Partner with HR and business leaders to design and implement organizational learning and change initiatives, • Manage external vendors and partners to ensure quality outcomes and strong ROI, • Use data and insights to identify trends and continuously improve talent and engagement programs, • Support organizational transformation initiatives in a fast-paced, growing environment Learning & Development • Define and execute a scalable learning and development strategy aligned with business goals, • Oversee professional, management, career, and leadership development programs, • Deliver blended learning solutions including instructor-led training, digital learning, coaching, mentoring, and assessments, • Facilitate engaging training sessions for employees at all levels, • Assess enterprise learning needs and prioritize training initiatives, • Lead development programs for high-potential employees and emerging leaders Engagement, Wellness & Communications • Own the employee engagement strategy, including onboarding, pulse, annual, and exit surveys, • Analyze engagement data and share insights with leadership and key stakeholders, • Partner with business leaders to design response plans based on employee feedback, • Develop and execute People & Performance communication strategies, • Collaborate with Corporate Communications to reinforce company culture and values, • Lead employee recognition programs, including peer-to-peer recognition, • Plan and execute company-wide engagement initiatives and employee events, • Oversee event planning, vendor coordination, and post-event evaluation, • Lead the company’s wellness strategy and ensure effective use of wellness budgets, • Develop programs supporting mental, physical, financial, and cultural well-being Talent Management • Lead the performance management framework, including goal setting, check-ins, feedback, and annual reviews, • Drive the annual talent review and succession planning process, • Design scalable individual development planning processes, • Create career path frameworks that support employee growth and internal mobility Qualifications • Bachelor’s degree in Education, Instructional Design, Business Administration, or a related field (MBA preferred), • 12+ years of relevant corporate experience (biotech or pharmaceutical experience preferred), • 5+ years of progressive leadership experience leading talent development teams and enterprise initiatives

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

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

Job Description Job Title: Accounts Payable and Financial Aid Advisor Reports To: Director of Financial Aid Job Type: Full-Time, Non-Exempt Location: Onsite / San Diego, CA Salary: $20.00 to $25.00 Job Summary: The Accounts Payable and Financial Aid Advisor is a dual-function role responsible for primarily supporting students through the financial aid process (80%) while also assisting with accounts payable operations (20%). This position ensures compliance with federal, state, and institutional regulations for financial aid and veterans’ benefits, while maintaining accurate and timely processing of vendor invoices and payments. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities: Financial Aid (80%) • Provide individualized counseling to students and families regarding financial aid options, eligibility, and application procedures., • Assist students with completing FAFSA and other required documentation., • Review and process financial aid applications; determine eligibility for federal, state, and institutional programs., • Certify VA educational benefits and maintain compliance with VA regulations., • Conduct financial literacy workshops and provide resources on budgeting and responsible borrowing., • Maintain accurate student financial aid records and ensure compliance with all regulations., • Collaborate with admissions, registrar, and other departments to support student enrollment and aid processes., • Stay current on financial aid regulations and participate in professional development activities.Accounts Payable (20%), • Collect, verify, and process invoices for timely payment in accordance with approval policies., • Coordinate and monitor the invoice approval process across departments., • Process vendor payments and resolve payment issues promptly., • Maintain accurate records and workpapers for accounts payable transactions., • Education: Bachelor’s degree in finance, business administration, accounting, or related field required., • Experience: Minimum 1 year in financial aid counseling or student financial services; Minimum 1 year in accounts payable or financial operations preferred., • Skills: Strong interpersonal and communication skills; proficiency in financial aid systems and CRM; experience with QuickBooks Online or Dynamics Business Central preferred; advanced Microsoft Excel skills; ability to manage multiple priorities and maintain confidentiality; detail-oriented and highly organized.

We are working with a well-respected real estate firm who is looking for a Chief Financial Officer. This position carries full accountability for financial operations, accounting, tax strategy, debt management, legal oversight, insurance, technology infrastructure, financial reporting, and cash flow management. Reporting directly to the CEO and collaborating closely with the COO, the CFO will serve as a trusted strategic advisor in a fast-paced, nimble environment. This is a fully onsite position. Key Responsibilities • Oversee budgeting, forecasting, cash flow, and cash positions for the corporate entity., • Oversee the debt department, ensuring a sound debt strategy is deployed for each transaction., • Coordinate with the Director of Equity on deal structuring and joint venture agreements to minimize risk and reduce tax liability., • Direct all accounting functions, including financial reporting, compliance, and the application of best-practice accounting policies, procedures, and internal controls., • Manage tax strategy, filings, and relationships with external tax advisors., • Collaborate with the CEO and COO on key technology decisions., • Ideate and collaborate on process improvements to drive platform-wide efficiency and support growth., • Manage, mentor, and retain a lean but highly capable internal team across accounting, debt, legal, and IT functions. Qualifications & Requirements • 15+ years of progressive experience in accounting or finance, including at least 5 years in a management role (e.g., Director of Finance, Director of Accounting, or Controller)., • Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA required., • Deep understanding of capital markets, real estate deal structuring, joint venture agreements, and project financing., • Experience in a closely-held firm strongly preferred., • Proven strong leadership, communication, and interpersonal skills., • Ability to thrive in a fast-paced environment with high accountability. Join a real estate, construction, and investment firm with decades of growth and reinvention, focused on value-add real estate. They emphasize long-term ownership, tax-efficient cash flow, and a vertically integrated approach (in-house construction, design, finance, and asset management) to deliver enduring value. Their culture is built on caring, connection, hard work, humility, and innovation—creating lasting communities where residents thrive and investors see strong returns. For confidential consideration, please apply here or email us at .

Job Description Job Summary: The Financial Aid Advisor at the NewSchool of Architecture & Design is responsible for guiding students and their families through the financial aid process while also serving as one of the designated College Certifying Official for Veterans Affairs (VA) benefits. This role involves evaluating financial aid applications, certifying VA benefits, determining eligibility, and ensuring compliance with federal, state, and institutional regulations. The Advisor will provide personalized financial counseling, assist with financial aid and veteran benefits forms, and participate in outreach activities to promote financial literacy and awareness of veterans' resources among students. Key Responsibilities: • Student Advising: Provide individualized counseling to students and parents regarding financial aid options, application procedures, and eligibility requirements. Assist in completing the Free Application for Federal Student Aid (FAFSA) and other necessary documentation., • Application Evaluation: Review and assess financial aid applications to determine student eligibility for various aid programs, including federal, state, and institutional funds. Ensure accurate and timely processing of awards., • Compliance and Reporting: Maintain up-to-date knowledge of financial aid regulations and ensure all processes comply with federal, state, and institutional policies. Assist in preparing required reports and documentation., • Financial Literacy Education: Conduct workshops and presentations to educate students on financial literacy, budgeting, and responsible borrowing. Develop and distribute informational materials to enhance understanding of financial aid processes., • Interdepartmental Collaboration: Work closely with admissions, registrar, and other relevant departments to coordinate disseminating financial aid information and ensure seamless student support., • Record Maintenance: Maintain accurate and confidential student financial aid records. Utilize management of financial assistance systems to track application statuses, awards, and disbursements., • Professional Development: Stay informed about changes in financial aid regulations and best practices through continuous professional development. Participate in training sessions, workshops, and conferences as required., • Certify student enrollment and benefits eligibility for VA educational benefits, including post-9/11 GI Bill®, Montgomery GI Bill®, and other VA programs., • Provide guidance to veterans, active-duty military personnel, and their families on VA benefits and university policies., • Education: Bachelor’s degree in finance, business administration, education, or a related field is required. A master’s degree is preferred., • Experience: At least one year of experience in financial aid counseling is required., • Familiarity with federal and state financial aid regulations is essential., • Skills:, • Strong interpersonal and communication skills, with the ability to explain complex financial information clearly., • Excellent organizational skills and attention to detail., • Proficiency in financial aid management software and Microsoft Office Suite., • Ability to work independently and collaboratively in a team-oriented environment., • Commitment to maintaining confidentiality and adhering to ethical standards.

Job DescriptionDescription: WHO WE ARE C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind. At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors. WHO YOU NEED TO BE • You are the best of the best. Your producers and clients love you and you know how to keep them delighted!, • You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years’ experience in a Client Manager or Client Advisor role., • Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say., • You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery., • You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills., • Technology is your friend– you usually know all the shortcuts, and what you don’t know, you learn quickly., • You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend., • If you have a bachelor’s degree and/or Insurance Designation that’s a plus in your favor! THE JOB A Client Executive contributes to C3’s success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks: • Model the C3 culture to service teams through demonstration of company values, mission, and vision., • Provide guidance to team on coverage, process adherence, and quality standards., • Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA’s and KPI’s monthly, quarterly, and annually., • Monitor service level adherence based on client segment to include the following activities:, • Meet regularly with Producers to update, advise, and inform., • Coordinate all activities on accounts., • Complete and/or review new and renewal proposals., • Participate and/or lead in all meetings with clients., • Prepare and present pre-renewal strategy documents., • Provide support and develop strong client relationships., • Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed., • Participate in new business development and presentations., • Manage all facets of the renewal process:, • Initiate client contact and orchestrate renewal strategy meetings., • Coordinate early renewal negotiations with incumbent carriers., • Oversee the process of preparing and updating specifications., • Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage, • Coordinate coverage placement through marketing efforts and provide direction to the service team, • Review all quotes and manage coverage comparisons and rate negotiations, • Prepare and deliver proposals., • Prepare all binding instructions to carriers., • Manage Expiration Lists, • Establish and consistently maintain effective and positive working relationships with all associates and clients., • Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format., • Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content., • Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients., • Stay up to date on industry trends and changes including state and governmental regulations., • Participate in continuing education and industry events., • Support carrier relationships and build contacts through industry partnerships and associations., • Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts., • Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance., • Adherence to the stated expectations of the C3’s Quality Management Program., • May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3’s Performance Improvement Process., • Perform other responsibilities and duties as needed. THE FINE PRINT Work Environment & Physical Demands • You must be able to use a keyboard and other office equipment., • Willing to attend industry events and travel to client’s sites required, with occasional overnight stays on out-of-state site visits., • C3 is an equal opportunity employer. At C3 Risk & Insurance Services, we offer: • Competitive salary, • 100% employer-paid benefits, • 401K match, • Opportunities for growth, • Flexible working schedules, • Unlimited PTO to support work/life balance (with a two-week minimum), • Fun atmosphere, • No micromanagement

Job DescriptionAbout Us: Edwards Construction Group is a premier commercial construction firm that has been building the critical infrastructure for communities across California for decades. What truly sets us apart is our integrated, hands-on approach to building. We believe in empowering our people, not just constructing great projects. With a team of nearly one-hundred industry professionals, we deliver projects across key sectors, including K-12, Higher Education, Civic, and Private Commercial. Our expertise is rooted in a commitment to excellence, driven by innovation in technology, and grounded in an uncompromising dedication to safety. At ECG, we provide mentorship and growth opportunities in a collaborative environment where every voice is valued. If you are a professional who thrives on challenges and is ready to contribute to a forward-thinking, industry-leading team, we invite you to apply! About the Role: We are looking for an accomplished and seasoned Project Executive to provide strategic leadership and operational oversight across a portfolio of large-scale public works and DSA construction projects throughout San Diego County. As Project Executive, you will oversee multiple project teams, composed of Project Managers, Superintendents, Assistant Project Managers, and Engineers. You’ll also serve as a trusted advisor to owners, architects, and consultants, while driving continuous improvement across operations, process, and team performance. This is a great opportunity for a forward-thinking leader who thrives in a dynamic environment, builds teams that excel, and takes pride in delivering projects that make a lasting impact. Job Duties: • You will provide executive oversight, direction, and support for multiple complex projects, ensuring safe, on-time, on-budget, and high-quality delivery., • You will communicate effectively with executive leadership and clients, providing consistent updates on project progress, challenges, and financials., • You will lead and develop project teams through mentorship, training, and regular performance evaluations., • You will lead the implementation and enforcement of standardized operational processes and procedures across all projects., • You will foster and model a culture of safety, serving as a mentor and active participant in ECG’s safety initiatives and committees., • You will oversee construction operations to ensure compliance with design, budget, schedule, and contract requirements., • You will partner with estimating, risk management, and leadership teams to evaluate project risks, insurance, bonding, and legal requirements., • You will review, negotiate, and manage claims, disputes, change orders, and contracts to protect company interests and ensure fair resolution., • You will collaborate with pre-construction efforts, including estimates, proposals, and presentations for new and negotiated work., • You will support business development efforts to strengthen relationships, identify opportunities, and secure future work., • You will monitor design deliverables and collaborate with clients and design teams to manage permitting, procurement, and construction sequencing., • You will attend and actively participate in design and coordination meetings, ensuring ECG’s project needs and requirements are communicated and resolved., • BSc/BA in Construction Management, Architecture, Engineering, Building Science or relevant field preferred, • Minimum 15 years of progressive construction experience, including 10+ years in field and leadership roles, • Expert knowledge of construction law, building codes, insurance, bonding, and contract management, • Familiarity with quality and health and safety standards, • Familiarity with construction / project management software, Procore preferred, • Good knowledge of Word, Excel, Project, Gmail and G Suite, CPM Scheduling software, • In-depth knowledge of construction materials, specifications, sequencing, and building methods, • Thorough understanding of safety and environmental principles, procedures, and legislation, • Experience managing subcontract agreements and purchase orders to mitigate risk and maximize opportunity, • Excellent written and verbal communication skills, including the ability to lead presentations and client meetings, • Strong financial acumen, with experience in forecasting, budgeting, and profitability managementPersonal Strengths:, • Strategic thinker who can balance high-level oversight with hands-on leadership, • Committed to continuous improvement, innovation, and professional development, • Collaborative and relationship-driven, both internally and externally, • Physical ability to climb permanent and temporary stairs, passenger use of construction personnel hoists, ability to climb ladders and negotiate work areas under construction., • Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus, • Performing this job requires use of hands to finger, handle, or feel objects, tools or controls, sit, talk, hear, stand, climb, balance, stoop, kneel, crouch, or crawl, • The employee regularly works on-site at the construction work site where the employee is exposed to moving mechanical parts; high precarious places; fumes or airborne particles; outside weather conditions and risk of electrical shock This is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned. Benefits Edwards Construction Group, Inc. offers a comprehensive benefits package, including: • Competitive salary based on experience, • Medical, Dental, & Vision insurance, • 401(K) matching, • Paid time off A typical hiring range for this position is $175,000 - $200,000 USD per year with the final salary offer based on your qualifications, job-related skills, and relevant experience. In addition, ECG's total rewards offering also includes comprehensive benefits, continuing education bonus program, and opportunities for career growth. ECG is an equal opportunity employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment is decided on the basis of qualifications, merit, and business needs.

Overview We are seeking an IT SOX Risk Advisory Manager who thrives at the intersection of risk management, audit execution, and technology. This is a high-impact individual contributor role, reporting to the Senior Manager, SOX Technology Risk Advisory. As an IT SOX Risk Advisor, you will be a trusted partner to our cross-functional stakeholders, bringing deep process, technology risk, automated controls and IT general controls expertise, to help the company drive a scalable, well-designed control environment. You’ll play a key role in the financial and technology risk assessment, readiness, control optimization, and change enablement for Intuit’s SOX program. Responsibilities • Serve as an end-to-end process and IT control expert advising control and process owners on SOX requirements, risk assessment, control design, and optimization strategies., • Lead the testing and designing of business process ITACs., • Evaluate control changes, business process transformations, and new initiatives for SOX impact and provide clear, actionable recommendations., • Drive coordination and program management for initiatives impacting SOX scope, including new scope, technology process and control changes and optimization., • Participate in walkthroughs for high-risk areas and changes to help ensure readiness and control design effectiveness., • Partner with process owners, control owners, and TCRM to drive awareness and understanding of SOX requirements and protocols, control design requirements, and enterprise control strategy., • Support the deficiency evaluation process including root cause analysis, Impact assessment, management action plan development, remediation monitoring and validation., • Develop and review new and updated testing procedures to ensure control evidence and scope are sufficient and aligned with risk., • Proactively lead and influence cross-functionally and at all levels of management. Cultivate strong relationships with leaders in Finance, Product Development and the Business in order to facilitate timely, high-quality decision-making in connection with the SOX control environment and related technology and financial risk., • Lead with a transformational and forward-looking mindset to drive operational excellence and continuous improvement within our control environment. Qualifications • 8+ years of experience in internal audit, SOX compliance, risk advisory, or public accounting. Experience in the Fintech or software industry is a plus., • Bachelor’s or Master’s degree in a relevant discipline, such as Computer Science, Computer Engineering, Information Systems or equivalent experience preferred, but not required. CISA, CISSP, AWS Certified Cloud Practitioner or above, CPA, CIA preferred., • Robust experience testing and designing business process ITACs., • Strong understanding of technology risk, financial reporting risk, internal controls (automated and ITGC), and PCAOB requirements., • Working knowledge of information technology best practices and control frameworks., • Demonstrated ability to assess process and control changes, evaluate risk, and advise on control and process design in fast-paced, evolving environments., • Excellent interpersonal skills. Demonstrated ability to influence cross-functionally and at all levels of management and effectively navigate the social dynamics of teams, groups, and organizations., • Hands-on experience with SOX readiness, automation, or transformation initiatives is a plus., • Proven leadership and process management skills, including the ability to think and lead multiple complex projects simultaneously., • High attention to detail and quality, balanced with the ability to see the big picture and identify areas for process simplification., • Excellent written and verbal communications, presentation, and influencing skills. , Superior ability to clearly articulate a point of view and adjust communication style and content to suit audience needs., • Ability to simplify complex concepts into clear and action-oriented communications and work through ambiguity, with confidence in making tough calls and leading through adversity with a sharp focus on driving the right outcomes., • Ability to proactively look ahead, anticipate questions, independently assess risk, think critically and creatively to achieve the best outcome, and elevate issues to the right level internally and externally to resolve. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Bay Area California: $171,500 - 231,500 Southern California: $165,500 - 224,000

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. Identify operational and execution risks and implement mitigation strat

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. Background in client-facing experience, financial services, technology

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we empower professionals to shape their success while

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. What if you could build a career where ambition meets innovation? At LP