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Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. According to the World Health Organization, approximately 422 million people have diabetes today, and by 2045, the number is projected to rise to 700 million people. The Abbott Diabetes Care Libre continuous glucose monitor (CGM) sensor and customer experience deliver patient-centered solutions and empathetic experiences critical to helping people with diabetes understand how to manage their disease-state and live life to the fullest. As the IT Director Business Relationship Management – Global Data Analytics, you will play a pivotal role in advancing ADC's Data Strategy, governance and culture by facilitating effective collaboration across various business functions (Commercial, Marketing, R&D, Quality, and Operations). This collaboration will establish the Data Mesh/Data Products framework for unified and flexible approach to data management across ADC, ensuring seamless integration and accessibility of data and position data as a valuable asset. Reporting directly to the Divisional Vice President of IT, your responsibilities will include collaborating with cross-functional teams, ensuring global business and IT data strategy seamlessly drive solutions and the portfolio of programs, projects, and applications support our business growth, engage health care professionals, and enhance patient care. Responsible for leading the strategy, development, and execution of our data-driven product initiatives across all regions (North America, EMEA, APAC, LATAM), you will align technical strategy with business cases while partnering with business teams to capture/showcase business value and drive road-mapping. This role requires a highly skilled and experienced leader with deep knowledge of healthcare data systems, analytics platforms, and the healthcare industry’s unique challenges. You will work closely with cross-functional teams, including data, engineering, clinical stakeholders, and business leaders, to build innovative analytical solutions that leverage data to drive impactful outcomes A steady and trusted advisor, partnering closely with senior business leaders, you and your team are change agents, driving business transformation and having span and control of IT data and analytics skillfully applying your knowledge of business needs and enterprise IT strategies to proactively identify areas of opportunity and shape demand in anticipation of future strategic business capabilities. Core Job Responsibilities Strategy Implementation • Collaborate with business and product leaders to shape the vision and roadmap for data products that drive measurable improvements in clinical outcomes, operational efficiency, and financial performance., • Partner with Delivery IT and Enterprise Architecture teams to design and implement a scalable Data Mesh framework, ensuring alignment with the organization's overarching data strategy., • Continuously monitor advancements in healthcare technology, data management, and analytics, advocating for the adoption of emerging trends that deliver strategic value., • Champion data-driven innovation by exploring and integrating artificial intelligence and novel data sources to unlock new business capabilities and use cases. Lead efforts to identify and apply emerging technologies that accelerate transformation and enhance competitive advantage., • Establish governance frameworks to ensure trust in AI-ready data assets, promoting data stewardship and accountability across business domains to support ethical and effective data utilization. Demand/Intake Management • Build deep relationships with our business partners and understand the core problems that we can solve for them through leveraging data and analytical tools., • Work with business leaders across Abbott Diabetes Care to prioritize investments in high impact data products., • Work closely with Delivery IT Enterprise architecture to develop and implement a Data Mesh strategy, ensuring alignment with the overall Data Strategy., • Cultivate strong partnerships with executive leadership to reinforce the strategic importance of data as a business asset. Promote the readiness of data for AI applications and demonstrate measurable value through data, analytics, and AI initiatives., • Clearly articulate the business impact of data-driven solutions by communicating tangible outcomes and value creation to stakeholders and senior executives., • Define and monitor key performance indicators for data products to evaluate effectiveness, user adoption, and business impact. Use insights to guide iterative improvements and strategic decisions., • Deliver regular operational and product updates to Data & Analytics leadership, ensuring transparency and alignment across teams., • Establish and uphold best practice standards, methodologies, and processes to elevate data strategy maturity and ensure consistent, high-quality delivery across the organization, • Lead, mentor, and develop a high-performing data and analytics team, fostering a culture of excellence, innovation, and accountability., • Promote cross-functional collaboration and continuous improvement by encouraging open communication, shared learning, and agile ways of working., • Minimum of 12 years of progressive experience in IT leadership roles, preferably within a large or mid-sized multi-national healthcare or medical devices organization., • Experience driving IT strategy in a large multi-national organization is highly desirable., • Proven track record of successfully managing complex IT projects across diverse regions., • Proficient in designing, implementing, and managing data systems that support business operations efficiently. Must possess advanced technical skills to navigate the intricacies of data systems and ensure their seamless operation., • Comprehensive grasp of technology strategies for data systems, including alignment with the latest technological advancements and best practices for data management, security, and scalability, ensuring our data systems are not only robust and secure but also cost-effective and high performing., • Strong organizational skills, including program/project governance and increased levels of staff oversight., • Ability to oversee the integration and optimization of data systems across the organization, inclusive of managing large-scale projects, coordinating with multiple departments, and ensuring that data systems align with business goals., • Experience leading teams - both with direct staff and indirect project teams., • Financial implications of programs ranging up to $20MM. Cumulative project budget oversight ranging from $5MM to $25MM per year. The base pay for this position is $193,300.00 – $386,700.00. In specific locations, the pay range may vary from the range posted.

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. According to the World Health Organization, approximately 422 million people have diabetes today, and by 2045, the number is projected to rise to 700 million people. The Abbott Diabetes Care FreeStyle Libre continuous glucose monitor (CGM) sensor and customer experience deliver patient-centered solutions and empathetic experiences critical to helping people with diabetes understand how to manage their disease-state and live life to the fullest. As the IT Director Business Relationship Management – Commercial Excellence, you will play a pivotal role in aligning our global IT and Business strategies. Reporting directly to the Global Commercial IT Director, your responsibilities will include collaborating with cross-functional teams, ensuring global business and IT strategy seamlessly drive solutions and the portfolio of programs, projects, and applications support our business growth, engage health care professionals, and enhance patient care. Responsible for the global IT portfolio associated with the Commercial Excellence domain across all regions (North America, EMEA, APAC, LATAM), your role will drive business-technology strategy and road-mapping while defining business cases and capturing/showcasing business value. You will ensure the portfolio enhances organizational strategy through partnership with the Abbott IT Delivery organization in helping to guide architecture, portfolio and program management while influencing engagement with the right software or service providers. A steady and trusted advisor, partnering closely with Vice President, Divisional Vice President, and 12+ Business Directors and Country Managers, you and your team are change agents, driving business transformation and having span and control of IT-related Sales Execution, Enablement, Effectiveness, Performance, and Analytics solutions, skillfully applying your knowledge of business needs and enterprise IT strategies to proactively identify areas of opportunity and shape demand in anticipation of future strategic business capabilities. Strategic Business Partnership Regional Alignment: • Develop and maintain strong relationships with business leaders, executives, and stakeholders across North America, EMEA, APAC, and LATAM regions., • Understand the unique challenges and opportunities within each region and align IT strategies accordingly., • Understand executive priorities by regularly engaging with the Global Commercial Director and Divisional VP of ADC IT to grasp their strategic goals, priorities, and pain points. Align your communication to address these areas., • Provide concise, relevant updates that highlight progress, challenges, and potential solutions. Focus on outcomes and impact., • Coordinate Commercial Excellence vision and strategy efforts across all ADC regions in partnership with business and IT delivery teams, considering local market dynamics, regulations, customer preferences, and future omnichannel scaling., • Collaborate with regional business stakeholders to identify technology needs, pain points, and growth areas., • Champion innovation by staying abreast of industry trends, emerging technologies, and best practices., • Drive strategic alignment by harnessing artificial intelligence (AI) and advanced analytics., • Collaborate with cross-functional teams to identify opportunities for data-driven decision-making, predictive modeling, and process optimization., • Translate business needs into actionable insights, leveraging AI algorithms and analytics tools to enhance organizational performance and drive value creation. IT Strategy and Execution Strategic Roadmap: • Develop and execute a comprehensive IT strategy aligned with Abbott Diabetes Care and Abbott IT’s global vision., • Oversee the successful delivery of IT projects, ensuring they meet business goals, timelines, and quality standards., • Evaluate and collaborate with the Abbott IT Delivery team to select external vendors for IT services and solutions., • In collaboration with the Abbott IT Delivery team, negotiate contracts and manage vendor relationships. Change Management and Communication Change Leadership: • Drive change management initiatives related to technology adoption, process improvements, and organizational transformation., • Communicate IT strategies, project updates, and performance metrics to senior leadership and regional teams., • Ensure transparency and alignment across all levels. Compliance and Risk Mitigation Data Security and Privacy: • Collaborate with legal, compliance, and cybersecurity teams to ensure data protection and privacy compliance controls are in place to protect patient data and Abbott assets., • Develop and maintain robust business continuity plans for critical IT systems., • Responsible for all aspects of people leadership for the BRM team of 8 direct staff and up to 100 indirect reports and project staff; setting expectations, coaching, counseling, developing, evaluating, providing feedback, hiring, discipline, and separation. Determine necessary skill sets and confront and manage people issues in a constructive and timely manner., • Responsible for the overall morale of the team and promoting a cohesive positive attitude. Establishes staffing/resource plans determining appropriate mix of sourcing opportunities to ensure overall organizational effectiveness. EDUCATION AND EXPERIENCE YOU’LL BRING • Minimum of 12 years of progressive experience in IT leadership roles, preferably within a large or mid-sized multi-national healthcare or medical devices organization., • Experience driving IT strategy in a large multi-national Sales Enablement organization is highly desirable., • Strong organizational skills, including program/project governance and increased levels of staff oversight., • Strong interdisciplinary, intercultural, influence, and networking skills., • Proven track record of successfully managing complex IT projects across diverse regions., • Strong understanding of diabetes care, medical devices, and/or healthcare regulations., • Excellent communication, negotiation, and influencing skills., • Broad knowledge of all technologies used or to be used by the internal customer, their external customers, and internal partners., • Experience leading teams - both with direct staff and indirect project teams., • Ability to travel internationally as needed., • Bachelor’s degree in information technology, Business Administration, or related field. Master’s degree preferred. Position Accountability / Scope • Financial implications of programs ranging up to $20MM. Cumulative project budget oversight ranging from $5MM to $25MM per year. The base pay for this position is $193,300.00 – $386,700.00. In specific locations, the pay range may vary from the range posted.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description We’re looking for a Head of Finance to build and scale Station A’s financial foundation while serving as a key strategic partner to leadership. You’ll be joining as our first in-house finance hire, which means you’ll be hands-on from day one, owning financial operations yourself while also shaping the long-term vision for how the function grows. This role is ideal for someone who has done it before—a guide who can meet us where we are, bring proven judgment, and enable the company to scale with confidence. We need someone with agency, curiosity, and the ability to define a vision and align others around it, while helping us avoid common pitfalls and maximize our impact. About the role The Head of Finance is both a builder and a strategic thought partner, responsible for scaling Station A’s financial infrastructure while serving as a key advisor on capital allocation, pricing strategy, and sustainable growth. As our first in-house finance hire, you’ll be hands-on in building the function from the ground up: if you don’t do it, no one will. You’ll generate forward-looking insights that guide company priorities and tradeoffs, partner with the CEO and Head of Operations on strategic planning, forecasting, and scenario modeling, and anticipate risks and opportunities across our business model, market, and cost structure. At the same time, you’ll have the ability to execute and ensure plans translate into results, building confidence that the company can deliver on its goals. This is also a board-facing role that owns investor reporting and ensures leadership and external stakeholders have clear, accurate visibility into company performance. Beyond keeping the business on track, you’ll bring new ideas and apply a strategic lens to how we deploy capital, ensuring we make the right bets that accelerate growth and impact. This role is critical in preparing us for Series B and beyond, with the systems and financial narrative to support our next stage of scale. Who we are Station A is a technology company reimagining how clean energy is bought and sold. Our distributed team is made up of climate-minded technologists, strategists, and operators committed to making climate action a no-brainer for everyone. We combine proprietary software with industry expertise to guide commercial real estate owners and operators through their decarbonization journey, starting with evaluation of their portfolios and culminating in transactions through our clean energy marketplace. Compensation Company stage: Series A (post fundraise) Reports to: Head of Operations Preferred Locations: San Francisco, Los Angeles, New York (Remote OK) We believe in pay transparency. The annual base salary for this role is $170K - $190K, with performance-based annual bonus and meaningful equity. Learn more about our benefits here. What you’ll do As Head of Finance, you will: • Lead strategic finance and capital planning, including long-term modeling, scenario planning, and capital allocation to guide growth., • Drive forecasting and FP&A, building dynamic budgets with department leads and ensuring resources align with company priorities., • Translate financial data into actionable insights that inform product, sales, and hiring decisions and help leadership make confident tradeoffs., • Own all financial operations, including accounting, AR/AP, monthly close, revenue recognition, compliance, and relationships with external advisors., • Own board and investor communications, delivering clear, audit-ready reporting, investor updates, and fundraising materials., • Partner cross-functionally with GTM and Success on pricing strategy, margin analysis, and revenue recognition tied to project delivery., • Support compensation and equity planning, including commission structures that align incentives with company goals. We’re looking for someone who has… • Built and scaled finance at an early-stage startup (Series A–B or beyond) ideally as the first in-house finance hire or early finance leader who established the function, systems, and operating cadence., • Gained perspective from operating at scale, with experience in a larger company or later-stage environment, while able to thrive in ambiguity and drive impact with minimal guidance., • Demonstrated strategic finance leadership with expertise in long-range planning, scenario modeling, and capital allocation tied directly to growth priorities., • Proven FP&A and financial modeling skills turning data into forward-looking insights that guide product, GTM, hiring, and market bets., • Board- and investor-facing experience preparing clear, investor-grade reporting, presentations, and updates., • Cross-functional driver partnering on pricing, margin analysis, revenue recognition tied to project delivery, and compensation/equity planning to support company goals., • Ownership of end-to-end financial operations, including accounting, monthly close, revenue recognition, AR/AP, financial systems, and compliance, while leveraging tools/automation and external partners to stay lean and audit-ready., • Fundraising diligence experience, including preparing materials and managing data rooms to ensure smooth investor interactions., • Familiarity with subscription/SaaS or marketplace business models, including unit economics and ASC 606 dynamics., • Industry experience in climate, clean energy, or adjacent infrastructure/software., • CPA, relevant certifications, or audit experience that strengthens financial rigor and audit readiness. Location & Travel • Preferred: San Francisco, Los Angeles, or New York–based. Remote (U.S.-based) is also possible for the right candidate. We’re committed to supporting a healthy, sustainable life outside of work: • Remote-friendly work environment (U.S.-based) with coworking, • Flexible PTO, • Monthly remote work stipend ($50/mo or $600/yr), • Learning & development budget to support your professional growth, • Comprehensive medical, dental, and vision insurance (including FSA and HSA options), • 401(k) plan, with matching on the roadmap, • 12-15 paid holidays annually Our Commitment We believe diverse perspectives fuel better ideas and stronger outcomes. If you are excited about this role—even if you don’t meet 100% of the qualifications—we encourage you to apply. Station A is an equal opportunity employer committed to building an inclusive, respectful workplace. Hiring decisions are based solely on qualifications, merit, and business needs.

As a key member of the four-person finance team reporting to the Director of Finance, the Assistant Director of Strategic Finance is responsible for serving as a financial advisor and running the analyses behind our key organizational risks. As the Strategic Finance Manager, you will be a key member

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Michael Byrne Managing Partner: • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Marlin Adams District Director & Financial Advisor:, • Time with NM: 15 years., • Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022., • Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league.Anisa Henry Financial Advisor:, • Time with NM: 2 years., • Prior Experience: Earned a BFA in Theatre Performance from Western Michigan University, receiving extensive training in acting, voice, and dance, and showcasing in New York City for agents and casting directors., • Passionate About: A second-generation San Francisco native with a love for theater, dining out, and experiencing all that the city has to offer.Giordano Salvetti Financial Advisor/Growth & Development Director:, • Time with NM: 5 years., • Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern., • Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiance, whom he met at NM.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link: . About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer. We’re proud to be recognized by organizations that also value diversity. • Forbes 2023: America’s Best Employers for Diversity, • Seramount: 2023 Best Companies for Multicultural Women We’re proud of the help we’ve provided and continue to provide our clients.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). 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. 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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $75,000 to $200,000. 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. 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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Partner with Annuity Experts and Add a Six-Figure Income Stream to Your Business Are you a licensed life insurance agent looking to dramatically increase your income by serving the retirement needs of your clients? Annuity.com is seeking licensed professionals to partner with our senior specialists in a lucrative joint-work opportunity. This is a 1099 independent contractor opportunity for licensed agents to expand their product offerings. Compensation is 100% commission-based, earned via commission splits on joint sales. The Opportunity: A Partnership, Not an Apprenticeship Leverage your existing client relationships and sales skills while we provide the advanced product knowledge and case design support. In this team-based model, you will partner with an experienced annuity specialist to consult with clients and close sales together. It's the ideal way to master a new market without the risk of going it alone. The Power of Annuity Commissions: Annuity commissions are substantial. The average commission on a single sale ranges from $1,000 to $15,000. Through this partnership, you will earn a significant share of these commissions on every joint sale, providing a powerful boost to your current income. Your Role as an Independent Agent Partner: • Identify annuity opportunities within your existing network and new prospects., • Initiate consultations with potential clients to discuss their retirement goals., • Collaborate with your assigned Senior Annuity Advisor, who will provide in-depth product expertise, case design, and closing support on joint calls., • A Team Selling Environment: Partner directly with a top-producing mentor who is financially invested in your success., • Access to High-Level Strategy Sessions: Participate in optional, high-value training and case-design roundtables to sharpen your skills., • Life-Changing Income Potential: There is no cap on your earning potential. This is your entry into a market where single commissions can exceed $50,000., • Must hold an active State Life & Health Insurance Producer License., • An entrepreneurial mindset with a desire to build a scalable and profitable business., • A proven self-starter capable of generating leads and prospecting activity., • Highly coachable and open to collaborating within a proven, team-based system., • Classification: This is a 1099 independent contractor opportunity. It is not W-2 employment., • Taxes & Expenses: As an independent contractor, you are responsible for your own business expenses, taxes, and benefits. We’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry. With over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals. If you’re ready to own your platform — not just work for one — you’ll fit right in here.About Annuity.com\r\nAnnuity.com is a nationally recognized financial services platform helping independent annuity and life producers grow their business, increase earnings, and share in company ownership.\r\n\r\nWe’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry.\r\n\r\nWith over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals.\r\n\r\nIf you’re ready to own your platform — not just work for one — you’ll fit right in here.

Job Description PolyAI automates customer service through lifelike voice assistants that let customers lead a conversation. Our voice assistants make it possible for businesses to deliver outstanding customer service that rivals their human agents. Our customers, which include the world's leading logos, are expanding how they use our platform, driving automation of critical customer service operations and integrating PolyAI into their daily customer service workflows. PolyAI is searching for an Enterprise Account Executive to lead and grow our customer relationships with leading hospitality brands, financial institutions, and select Fortune 1000 companies with high volume call center requirements. We want you to bring your great experiences and skills to develop new customers and build executive-level relationships, define the account strategy, deliver solution-based sales and drive sales and revenue growth. You will work with leading brands in hospitality, leading financial institutions, and a carefully curated set of large enterprise companies with mission critical call center requirements as a trusted advisor to evangelize a solution for voice call management that will significantly improve their customer's experience and related business goals. You will contribute to the growth and success of PolyAI by winning new business, collaborating with customers to deliver great solutions, and exceeding our sales and revenue goals. Responsibilities: * Successfully find and engage with customer experience, operations and technology executives at Fortune-class enterprises and rapidly growing medium and large private and public companies * Building relationships with key customer teams in business units, operations, technology, finance, and procurement * Understanding customer needs, presenting solutions, and crafting innovative approaches to adoption of PolyAI solutions * Meeting/exceeding goals for new customers, bookings, and sales/revenue. * Consistently provide accurate forecasting, customer qualification and account plans, solution requirements and sales pipeline management * Work with CRM and other tools to help maintain internal tracking and reporting of sales activity * Provide an exceptional customer experience to all prospects and customers * Acquire and maintain a high level of subject matter expertise and support a consultative high value customer experience * Participate with PolyAI team members and leadership to provide thoughtful and insightful feedback on market conditions, product and solution performance and brand acceptance Qualifications: * Experience selling to enterprise decision makers that include executives, business, and technical leaders. Sales experience with Call Center operations in hospitality brands, insurance and finance and banking is preferred * Demonstrated success selling to enterprise-class customers in industries including but not limited to hospitality, travel, insurance, finance and banking * Successful results meeting/exceeding sales goals, new customer contracts, revenue expansion, new product adoption. * Proven results that consistently meet and exceed annual sales targets and revenue quota * Experience selling solutions embracing SaaS, system and performance software and innovative devices. Ability to communicate analytical results a critical success factor for this role * Demonstrated success at developing customer specific proposals and business cases * Understanding and clearly communicating the benefits of complex, technical solutions to early adopters and visionaries at executive and team levels. Ability to understand and communicate about Artificial Intelligence (AI) a plus We provide a competitive salary range for this role - which is $300,000 - $350,000 OTE - depending on level and experience. Please note this range is intended as a guide, not a guarantee. Final compensation will be based on individual qualifications, relevant experience, and the scope of the role. In addition to salary, this position includes equity in the business, giving you the opportunity to share in the company's long-term success. Benefits 💰 Participation in the company's employee share options plan 🏥 100% of Single Cost (employee) and 70% of Dependent for medical, dental & vision 👪 Life Insurance ◻️ STD and LTD 💰 The opportunity to contribute to the company's 401k plan 🏝 Flexible PTO policy + 11 designated company holidays 📚 Annual learning and development allowance 🏡 We're all about making WFH work for you - that's why we offer a one-off WFH allowance when you join. Offering perks like noise-cancelling headphones or a comfortable desk chair to boost your comfort and focus! 🧡 Enhanced parental leave 👨️‍👩️‍👧 Company-funded fertility and family-forming programmes 🌸 Menopause care programme with Maven At PolyAI, we take great pride in our values - they guide everything we do. We believe that a strong culture leads to meaningful work and lasting impact. Our core values are: Only the best We expect the best from our people, we hire people that expect the best from themselves, and we nurture this drive for excellence. Ownership We care deeply about what we do. We take ownership of our initiatives, decisions and outcomes. Relentlessly improve We demand more from ourselves and are always evolving. Continuous, obsessive improvement is the only way we will transform the world of conversational AI. Bias for action Our world moves quickly and so do we. We take calculated risks and we deliver impact fast. Disagree and commit We are all working toward the same goal. If we donʼt agree with something, we work hard to understand it and when a decision is made, we accept it and give it our all. Build for people We want the world to enjoy the experiences they have with us. We are building for a future that prefers automation. PolyAI is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at PolyAI will be based on the business needs without attention to ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, neurodiversity status or disability status. Kindly find the Privacy Notice for our recruitment process by following the link here. This document provides important information regarding how we handle your personal data throughout the recruitment journey.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Leverage Your Healthcare Background for a Rewarding Career: • Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries., • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives., • Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career., • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Michael Byrne Managing Partner: • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Marlin Adams District Director & Financial Advisor:, • Time with NM: 15 years., • Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022., • Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league.Chris Andrews Private Wealth Advisor:, • Time with NM: 18 years., • Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007., • Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.Cole Barrett Growth & Development Director/Financial Advisor, • Time with NM: 5 years., • Prior Experience: Spent his career in the hospitality industry, serving as General Manager for several five-star restaurants before joining NM in 2020., • Passionate About: Resides in San Francisco with his wife, a registered Nurse Practitioner, and their rescue dog, Cali. Enjoys golf, traveling, and visiting family in Boston. A dedicated fan of the Patriots, Celtics, and Red Sox.Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionQualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

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: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. The Regis Senior Wealth Advisor focuses on deepening relationships with an established base of ultra-high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). 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. 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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, P&C, logistics, real estate, telecom/IT, industrial equipment, or media. • Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust., • Build Meaningful Relationships: Just as youve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey., • See the Impact of Your Work: In business development, youve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security., • Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Giordano Salvetti Financial Advisor/Growth & Development Director: • Time with NM: 5 years., • Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern., • Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiance, whom he met at NM.Chris Andrews Private Wealth Advisor:, • Time with NM: 18 years., • Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007., • Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.Christopher Welton, MBA, CFP Wealth Management Advisor:, • Time with NM: 13 years., • Prior Experience: Founded and sold an online childrens party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking., • Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.Doug Turner Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands., • Passionate About: Native of the East Coast and Northwestern University graduate. Has lived in Japan and the UK, traveled extensively with his family, and enjoys Thursday trivia nights.Michael Byrne Managing Partner:, • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Position Responsibilities for a Financial Advisor:, • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - San Francisco! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Elliott Waterman Financial Advisor: • Time with NM: 6 years, beginning his career in 2019., • Prior Experience: Graduated Cum Laude from the University of San Francisco, where he played baseball for the USF Dons and was drafted by the Washington Nationals in the 13th round of the MLB Draft. After his professional baseball career, he returned to USF as Director of Operations for their Baseball Team. He holds FINRA Series 6 and 63 licenses and has built an advisory practice specializing in financial preparation., • Passionate About: Born and raised in Martinez, CA, Elliott values creating a safe, comfortable space for collaborative goal-setting with clients. Outside of work, he continues to carry the discipline and teamwork learned from his baseball career into all aspects of his life.Michael Byrne Managing Partner:, • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Hannah Morando, CFP Financial Advisor/Growth & Development Director:, • Time with NM: 7 years., • Prior Experience: Attended FIDM in Los Angeles where she was President of Phi Theta Kappa Honors Society, then transferred to UC Berkeley, earning a degree in Political Science & Government. Began as a college intern in 2018 and has since impacted over 500 clients., • Passionate About: Born and raised in Marin County, lives there with her fianc and puggle, Thor. Enjoys country concerts and horseback riding.Christopher Welton, MBA, CFP Wealth Management Advisor:, • Time with NM: 13 years., • Prior Experience: Founded and sold an online childrens party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking., • Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Ideally, you have 2+ years of experience working as a Financial Advisor. That's why every day we partner with financial professionals and institutions

The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. The ideal candidate will have extensive experience in a si

Manager, Wealth Advisor - Schwab Wealth Advisory. Family Office Advisor/Financial Planner (UHNW). Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco.

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with LPL Financial. As

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

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview The Client Officer is a key point of contact for a client relationship and is responsible for enhancing the overall relationship through excellence in client service. Professionalism, client focus, and an understanding of the fundamentals of the investment advisory business, wealth management concepts, and financial systems are critical. This position will oversee client accounts and develop long-term relationships by participating in client meetings, acting as the client liaison, communicating with the client regularly, and processing requests. Responsibilities • Support the Wealth Advisor with their client growth and retention goals, which are firm-wide goals., • Build strong relationships with clients and become a point of contact for their client service needs., • Obtain deep understanding of all business processes and policies to serve as the subject matter expert for your team., • Coordinate with other team members such as the Client Officer and Admin Team on all client deliverables such as account opening and account maintenance., • Meet with the Wealth Advisor and Client Officer team regularly to provide status updates on client requests, Client Officers are responsible for keeping the team organized and informed., • Oversee all processing life cycles for account opening, account maintenance, and money movement to ensure timely and accurate execution., • Participate in financial planning related activities which includes data entry in eMoney, attend or schedule planning meetings, and prepare meeting materials., • Enhance the client relationship by proactively engaging the client and following up on in progress items such as paperwork, ad hoc requests, and planning related items., • Execute and verbally confirm money movement requests for clients including but not limited to wires, journals, EFTs, checks; and work closely with the Wealth Advisor to ensure all client’s Required Minimum Distributions are met., • Maintain client data in Salesforce for workflow processes such as account opening and onboarding, money movement, or offboarding; ensure all required information is provided by the client for quality control., • Work directly with clients on high level and complex requests such as estate re-registrations., • Follow internal compliance guidelines for industry SEC requirements of new and existing client accounts. Education, Experience and Qualifications • 5+ years’ experience in a wealth management role, • Actively pursuing or aspiring to get CFP designation a plus, • Series 65 or similar financial industry exams, • A Bachelors' Degree in a business-related discipline, • Excellent verbal and written communication and presentation skills, • Excellent attention to detail, organizational skills, and ability to multi-task, • Excellent analytical, technical and problem-solving skills, • Proficient at Salesforce, DocuSign, eMoney, Orion, Excel, PowerPoint, and Word, • Knowledge of Fidelity and Schwab platforms a plus, • Proven track record of working with a high performing team, • Ability to work in a fast paced and growing environment Compensation The anticipated base salary range for this position is $80,000 - $120,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

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

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.

Job DescriptionSalary: 150k to 250k depending on experience Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our San Francisco team and the ideal candidate will live in the bay area. This is a hybrid role that does not require being in the office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of 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.

Job Description Resource Innovations is seeking a dynamic, Client Delivery Director with significant experience managing energy efficiency, load management, and other customer-centric programs to join our growing team in California. As a Client Delivery Director, you will oversee the Customer Program Delivery Team based in CA and serve as a trusted partner to our clients, deeply engaging with them to understand their priorities, anticipate needs, and co-create innovative solutions aligned with their strategic direction. In this highly visible role, you will be responsible for resource planning, budgeting, forecasting, and driving both innovation and continuous improvement in program delivery. You will build upon and enhance successful programs, identify opportunities for strategic growth, and develop tailored approaches that help our clients achieve and exceed their goals. This position requires exceptional relationship-building skills, strategic vision, and the ability to foster a culture centered on client success and measurable impact. You will directly oversee 4-5 Managers and 30+ supporting team members administering a mature business energy efficiency portfolio—spanning small business and large commercial, electrification, and low-income programs—while working in close partnership with the Director of Business Development to expand and evolve our utility-focused solutions. Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change. Duties and Responsibilities • Lead and strengthen strategic client relationships, serving as a trusted advisor who proactively identifies opportunities to build on existing successes and advance client objectives., • Engage directly with client leadership to co-develop forward-looking strategies that align with their evolving goals, regulatory environment, and market conditions., • Translate client priorities into actionable delivery plans, ensuring programs are innovative, high-quality, and impactful., • Promptly address and resolve client concerns, reinforcing confidence and long-term collaboration., • Ensure quality of services, contract compliance, and achievement of performance metrics, while meeting or exceeding delivery schedules for multiple concurrent projects., • Secure and align staffing and resources to meet program goals, drawing from cross-functional teams or new hires as needed., • Maintain financial accountability for assigned projects, ensuring adherence to budgets, revenue targets, and profitability goals., • Collaborate with Business Development and other practice areas to identify and capture new opportunities in alignment with client strategies., • Provide accurate forecasts and strategic insights to support corporate and division planning., • Mentor and develop staff with a focus on enhancing client engagement skills, technical expertise, and innovative problem-solving., • Located in or willing to relocate to the greater Bay Area/San Francisco area within 30 days of acceptance., • Bachelor’s or Master’s Degree., • 7+ years managing or implementing energy efficiency, demand response, or load management programs for North American utilities., • 5+ years of team leadership experience with a track record of driving strong client engagement and results., • 3+ years working with utilities in the Northwest, with knowledge of regional priorities, key regulatory rulings, and energy efficiency program structures., • Proven ability to design and deliver innovative solutions that align with client strategic goals and improve existing program outcomes., • Ability to travel up to 25% of the time. About Resource Innovations Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change. Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work. Compensation & Benefits Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position. The compensation range for the base salary for this position is $150,000 - $210,000. In addition to base pay, employees are eligible for a discretionary annual bonus. The stated salary represents the expected compensation for this position. Final compensation will be determined based on factors such as the candidate's experience, education and location. We also offer a comprehensive benefits package that includes three weeks of paid vacation per year; paid holidays; a 401(k)-retirement plan with employer matching; health, dental and vision insurance; and other supplemental benefits. Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required. The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business development and team leadership. You’ll serve as a trusted partner to clients, offering guidance in investment management, tax planning, estate planning, and retirement planning, while working closely with our team to deliver an exceptional client experience. This role requires someone who can transition and expand existing relationships, develop new business, and may oversee a support team, whether brought with you or built in partnership with the firm. You’ll also be expected to contribute to growth through effective time spent with clients, prospects, centers of influence, and community engagement, making a visible and invaluable impact on the firm’s continued success. Responsibilities • Drive business development efforts through client referrals, strategic networking, and community engagement., • Onboard and cultivate high-net-worth client relationships with care and professionalism., • Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination., • Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals; engage next generation of clients to solidify and extend relationships for the long term, • May Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership., • Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience., • Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality., • Must maintain a strong commitment to compliance., • Analyze, draft, edit, and deliver comprehensive financial plans to clients., • Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm., • Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors., • Ensure adherence to company standards of net new asset growth and retention. Attend company workshops or lectures and speak to groups of potential clients when called upon. Education, Experience and Qualifications • Bachelor’s Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master’s degree a plus., • Minimum of ten years of client-facing experience (wealth management, financial planning, or tax) with deep knowledge of investments, retirement, and estate strategies., • CFP® credential required or has advanced degree such as master’s degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • Experience using financial planning tools such as eMoney or similar platforms., • Sales aptitude and experience is also highly desired., • Excellent communication, presentation, listening, and analytical skills., • Proven time management and organizational skills in high-volume, high-energy environments., • Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude., • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint, • Ability to learn quickly and efficiently. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job DescriptionWho Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.The PositionA Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail member base designed to meet the individualized needs of each member. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. This is a commission-based position.TASKS, DUTIES, FUNCTIONS:• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.• Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements• Delivering a high-quality service experience during each interaction• Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution’s products to support cross-selling opportunities and to generate referrals back to the institution where appropriate• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.• Ensures that processes are completed in accordance with established policies and procedures and related state, federal and legal requirements PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:Effective oral and written communication skills required to interact with credit union staff, management, and all member channels. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS:1. INTERNAL: All levels of staff and management.2. EXTERNAL: Members, external partners as well as professional and community organizations and others, as needed.Who Are You? QUALIFICATIONS: • High school diploma or equivalent (Bachelor’s Degree Preferred), • Minimum of three (3) years investment sales experience (preferably in a financial institution), • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer, • Demonstrated ability to sell products and services to investment clients, evidence of strong sales results, • Broad knowledge of characteristics and needs of clients and partners within the financial institution- based investment market space, • Excellent knowledge of investment/insurance products and financial planningLICENSES/CERTIFICATIONS:, • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active Series 65 or 66

The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. The ideal candidate will have extensive experience in a si

The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial op

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Ideally, you have 2+ years of experience working as a Financial Advisor. That's why every day we partner with financial professionals and institutions

Job Description Founding Quantitative Researcher About the Role We’re building an AI-native wealth management platform to transform how financial advisors serve their clients. Despite trillions of assets under management, the industry still relies on manual processes that limit outcomes. Backed by world-class investors and advisors, our founding team brings deep experience from top fintech and AI companies. As our Founding Quantitative Researcher, you’ll play a pivotal role in shaping our core technology and driving real impact on the future of wealth management. What You’ll Own • Portfolio optimization algorithms balancing return, risk, and tax efficiency., • Machine learning models that personalize investment strategies at scale., • Quantitative research powering the AI-driven advisor platform., • Advisor relationships to translate real-world needs into research and product improvements. What We’re Looking For • 7+ years as a quantitative researcher at a Tier 1 fund (or 3+ years with an advanced degree)., • Proven experience developing and implementing systematic strategies (not just academic research)., • Strong background in portfolio optimization, risk modeling, or systematic strategies. Education • PhD in Finance, Mathematics, Economics, Physics, or Computer Science strongly preferred., • Exceptional candidates with 7+ years applied experience may substitute for a PhD. Skills • Full-stack quantitative fluency with strong fundamentals in modern frameworks., • Expertise in AI/ML applications to investment strategies., • Advanced coding skills; able to iterate quickly (“vibe coding” mindset)., • Thrives in the chaos of early-stage startups; embraces ambiguity., • High EQ and maturity; collaborative and eager to mentor in a flat team structure., • Strong product sense and communication skills to engage directly with advisors., • Demonstrated high slope (intrinsic motivation, ambition, and drive). This is a rare opportunity to join as a founding team member at the intersection of fintech and AI. You’ll directly shape industry-defining technology, have ownership over core algorithms, and see your work translate into better financial outcomes for millions of clients.

Job Description Are you ready to power the World's connections? If you don’t think you meet all of the criteria below but are still interested in the job, please apply. Nobody checks every box - we’re looking for candidates that are particularly strong in a few areas, and have some interest and capabilities in others. We are looking for an experienced attorney to join as an early member of Kong’s commercial legal team, responsible for helping support Kong’s strategic sales growth in the Americas. In this role, you will be a trusted partner to the Americas revenue team. You will draft, structure and negotiate customer contracts with some of the world’s biggest brands in financial services, technology, e-commerce and other industries. You will be called on to assess legal and business risks, make sound decisions, and provide advice on a broad range of issues in areas such as privacy, security, open-source software and intellectual property, and assist with other issues as they come up. You will report to Kong’s Sr. Director, Head of Global Commercial Legal. The position is based in San Francisco, CA. Responsibilities: * Lead complex SaaS and on-premises commercial negotiations * Serve as a trusted advisor to Kong’s Americas sales team * Review, draft, and negotiate a wide variety of other commercial agreements * Help ensure compliance with a variety of laws and regulations impacting our SaaS and on-premises offerings, including intellectual property, privacy, security and government contracting * Partner with Finance, Revenue Operations and Customer Assurance to support the end-to-end contract close process * Advise internal teams on legal matters and provide general commercial legal advice What you’ll bring: * Law degree, and member in good standing of the California state bar, or eligible to be a registered in-house counsel in California * Minimum 7 years of experience practicing law both in private practice and in-house, preferably with late-stage private and/or early-stage public technology companies * Demonstrated experience in negotiating and closing complex SaaS and software contracts with large, sophisticated customers * Collaborative, and willing to build something together as a team * Great judgment, and an ability to build and maintain strong professional relationships within the company, with customers, and others * Working knowledge of intellectual property, data governance and information security/privacy matters * High professional and personal standards, and a commitment to inclusiveness * Attention to detail and an ability to view legal issues within the context of business objectives Location: * San Francisco, CA About Kong: Kong Inc., a leading developer of cloud API technologies, is on a mission to enable companies around the world to become “API-first” and securely accelerate AI adoption. Kong helps organizations globally — from startups to Fortune 500 enterprises — unleash developer productivity, build securely, and accelerate time to market. For more information about Kong, please visit or follow us on X @thekonginc. Compensation Range: $200K - $235K

Job DescriptionAbout Abby Care Making family care possible. At Abby Care, we are tackling one of the most important and unsolved challenges of our time: family caregiving. Over 50 million Americans are family caregivers for loved ones without pay, tools, or support. Our mission is clear and ambitious: to train and employ family caregivers so they can get paid for the care they already provide at home. Abby Care is building a tech-powered, family-first care platform to efficiently deliver care, improve health outcomes, and provide the best-in-class experience nationwide. We are rapidly expanding our mission and looking for passionate team members to join. Abby Care has partnered with leading insurance plans, healthcare providers, and community organizations. We're supported by top, mission-driven VCs to empower families throughout the country. The Role We are seeking our first in-house Legal Counsel to help us navigate complex legal and regulatory landscapes as we scale. You'll be a key advisor to the CEO and the executive team. This is a high-trust, high-impact role for someone who thrives in fast-moving environments, can work cross-functionally, and wants to shape the legal foundation of a growing company. In this role, you'll support transactional, litigation, and regulatory strategies while mitigating legal and reputational risks related to our healthcare products and services. You'll advise on compliance, risk management, contracts, and regulatory matters to help shape policies, protect legal interests, and promote ethical practices. This is an in-person role in San Francisco. Key Responsibilities: Healthcare & Regulatory Compliance • Provide legal counsel on healthcare regulations, compliance, risk management, and privacy (including HIPAA and patient rights), • Partner with compliance and operations teams to identify risks and develop mitigation strategies. Advise on licensing, data privacy, clinical operations, and digital care delivery risks, • Advise leadership on governance, corporate transactions, and strategic initiatives, including M&A., • Draft, review, and negotiate contracts with providers, vendors, and third parties, • Contribute to due diligence, documentation, and integration related to board activities and fundraising initiatives, • Develop and maintain internal policies and deliver legal training to staff on compliance and ethics, • Maintain legal documentation and support healthcare boards, committees, and general staff inquiries, • Act as the go-to legal resource for cross-functional teams and general staff inquiries Requirements:, • Juris Doctor and membership in one state bar or equivalent, • 3-15 years of legal experience, ideally with time spent both at a top-tier law firm and in-house at a high-growth company, • Experience with U.S. healthcare compliance laws and regulations, ideally related to home health care delivery and operations, • Fluency across commercial and regulatory domains. Experience with technology platforms, HR support and other corporate governance legal responsibilities is preferred, • Operator mindset and clear decision-making frameworks. You can navigate complex and ambiguous environments, balance speed with risk, enjoy problem-solving, and process building from first principles, • Strong written and verbal communication skillsOur Values, • Competitive compensation packages that reflect the value you bring. We reward our team for the impact of their work – full-time employees are eligible for an annual company performance bonus., • Comprehensive health coverage that works for you. We cover 90% of your premiums and 70% for your dependents, with multiple PPO plan options to choose from for medical, vision, dental, life, and short-term disability., • Generous paid time off. We provide policies that allow you to recharge along with 10 paid company holidays., • Team bonding. We love bringing our teams together. As a full-time employee, you'll get to connect, collaborate, and have fun through team activities and our annual company retreat., • Financial savings benefits to support your future. We support your financial well-being with HSA contributions, optional FSA and commuter benefits, and full coverage of all 401(k) account fees (employer match not currently offered)., • Paid parental leave to support your growing family. We provide paid leave, so you can focus on bonding and adjusting to life as your family grows.

LocumJobsOnline is working with LocumTenens.com to find a qualified Family Practice MD in Oakland, California, 94608! About The Position This Job at a Glance • Job Reference Id:ORD-202709-MD-CA, • Title:MD, • Dates Needed:November - 6 months, • Shift Type:Day Shift, • Assignment Type:Outpatient, • Call Required:No, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:18-21, • Support Staff:MD/APP/MA, • Location Type:On-Site, • Prescriptive Authority Required:Yes, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1668440EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

LocumJobsOnline is working with LocumTenens.com to find a qualified Family Practice PA in Oakland, California, 94608! About The Position This Job at a Glance • Job Reference Id:ORD-202710-PA-CA, • Title:PA, • Dates Needed:November - 6 months, • Shift Type:Day Shift, • Assignment Type:Outpatient, • Call Required:No, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:18-21, • Support Staff:MD/APP/MA, • Patient Population:All Ages, • Location Type:On-Site, • Prescriptive Authority Required:Yes, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1668439EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR mJ9xtcp2VW

Job Description Saturna Capital is seeking a motivated Wealth Advisor to help establish and grow our presence in the Bay Area of California. This role focuses on serving high-net-worth individuals and families (investable assets of $1 million+), with a special emphasis on the Muslim community and those seeking Islamic financial solutions. The ideal candidate will blend financial planning expertise, sophisticated wealth management strategies, and an understanding of Islamic financial principles. Location: San Fransisco Bay Area Wage range: $97,000 - $140,000 Key Responsibilities High-Net-Worth Client Development • Source, cultivate and acquire relationships with affluent Muslim professionals, business owners, families and non-profits, • Develop centers of influence within the high-net-worth Muslim community, • Partner with financial planners to provide comprehensive financial planning, including retirement, estate, tax, and legacy solutions tailored to Islamic financial principles, • Educate clients on Sharia-compliant investing, screening processes, and ethical portfolio construction, • Focus on clients with $1M+ in investable assets, • Identify and participate in exclusive high-net-worth events and private gatherings, • Develop connections with estate planning attorneys serving the Muslim community, • Oversee account reviews, performance assessments, and ongoing strategy adjustments to align with both financial and religious objectives, • Structure Shariah-compliant portfolios in collaboration with portfolio managers, • Guide Islamic estate planning, business succession planning, zakat planning and charitable giving strategies. Required Qualifications • Bachelor's degree in Finance, Business, Economics, or related field, • At least two years of experience in financial services or a related area, • Understanding of, or willingness to learn, Islamic financial principles, • Confident, professional interpersonal and communication skills, • SIE, Series 7 and Series 65 licenses (or ability to obtain within 180 days of employment), • Ability to engage confidently with high-net-worth individuals, • CFP® designation or near completion, • Experience working with affluent clients, • Familiarity with the Muslim community, • Additional languages (Arabic, Urdu, etc.) is a plus, • Experience in private banking or wealth management Our Employee Benefits package includes: • Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees/ 50% for dependents, • Health Savings Account, Employee Assistance Program, regular Wellness activities, • 401k with up to a 7.5% match, • Profit sharing and annual performance bonuses, • Personal and Vacation pay, • 10 paid holidays (per NYSE holiday schedule), • Paid Parental, Bereavement and Jury Duty leaves, • Up to $1,000 per month in childcare/tuition assistance, • Adult continuing education and professional development assistance, • Home-buyer assistance program, • Gym membership reimbursment program Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds, a variety of private clients, and pooled investment funds. With an emphasis on sustainability, ongoing education, and overall employee wellness, Saturna aspires to be a best place to work based out of Bellingham, WA. We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits 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. We use E-Verify. CA Residents, please see our privacy notice here:

This Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $190,000 - $250,000 per year A bit about us: We are a mission-driven team focused on empowering the 2.7 billion people around the world who work outside the traditional office. Our platform is purpose-built to help organizations manage, schedule, and optimize their mobile workforce—those who don’t sit at a desk but still deliver essential services every day. With global teams across the U.S., Australia, and Vietnam, we are collaborative, innovative, and passionate about transforming how deskless employees work. From healthcare and field services to utilities and in-home care, our technology helps businesses streamline operations, improve productivity, and deliver better outcomes in real time. Thousands of users rely on our platform daily to navigate complex scheduling, communicate in the field, and keep their mobile teams connected and efficient. If you're looking to make a meaningful impact and support the people who keep the world moving—this is where innovation meets purpose. Why join us? Flexible Work Hybrid and remote options Health & PTO Medical, dental, vision + 4 weeks+ PTO and sick leave Financial & Equity Retirement plans + company equity participation Learning & Development Training and upskilling support Community Support Volunteer PTO and peer recognition programs Culture Inclusive, balanced, and team-focused environment Job Details Overview: We’re seeking a hands-on, technically driven Senior Principal Solution Architect to play a strategic role at the intersection of solution architecture and sales. This position will be instrumental in designing innovative solutions for prospective clients, leading complex implementation efforts, and mentoring solution architecture talent. You will collaborate cross-functionally with teams across Project Management, Technical Development, Technical Support, Product, and Customer Success, and report directly to the Senior Director of Global Solution Architecture. Key Responsibilities: Strategic Solution Design Partner with sales to understand client needs, challenges, and strategic goals. Design and present scalable, integrated solutions that address these objectives using the company’s platform and technologies. Architectural Leadership Act as a senior leader within the solution architecture team—help shape architecture strategy, standards, and methodologies. Mentor junior architects and foster a high-performing technical culture. Technical Oversight in Implementations Serve as a technical lead and trusted advisor on the organization’s most critical and complex projects. Guide customers and internal teams through architecture decisions to ensure successful delivery and maximum ROI. Offshore Team Leadership & Coaching Provide technical direction and coaching to offshore development teams. Ensure alignment with architectural best practices and effective collaboration with onshore resources. Product Feedback & Innovation Deliver actionable insights to product management and engineering teams based on market trends and real-world implementation experience. Help shape future product development and roadmap priorities. Pre-Sales Expertise Support sales efforts by demonstrating solutions, leading discovery workshops, and participating in proof-of-concept engagements. Tailor messaging to both technical and non-technical audiences. Industry Thought Leadership Stay current with emerging technologies, market trends, and competitors. Share insights internally and externally to position the company as a thought leader in the mobile workforce technology space. Minimum Qualifications: Bachelor’s degree in Engineering, Information Systems, Computer Science, Software Engineering, MIS, or a related field At least 10 years in a solution architect, solution engineer, or similar enterprise SaaS role Minimum of 10 years of SaaS project delivery experience in a vendor or consulting capacity Demonstrated pre-sales experience including technical presentations and solution demos Strong knowledge of enterprise architecture, system integration patterns, and data modeling Proficient in web services and systems integration Exceptional written and verbal communication skills Preferred Qualifications: Proven ability to learn new platforms and technologies in fast-paced environments Experience leading in highly collaborative, team-oriented settings Deep expertise in at least one major cloud platform (AWS, Azure, GCP, or Salesforce) Familiarity with security and permissions design Experience creating high-quality wireframes and technical mockups Additional Details: Travel requirements: Up to 20% Must hold a valid work authorization upon hire Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Job Description About Us: At Parafin, we’re on a mission to grow small businesses. Small businesses are the backbone of our economy, but traditional banks often don’t have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on. We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners. We’re a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more — all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities. Join us in creating a future where every small business has the financial tools they need. About the Position: We are looking for a Technical Recruiter to help us scale our engineering and technical teams and attract top-tier talent. You will play a critical role in shaping Parafin’s hiring strategy, ensuring a seamless candidate experience, and partnering with hiring managers to drive the growth of our technical organization. This is an opportunity to have a meaningful impact on a high-growth company while working closely with a collaborative and passionate team. What You’ll Be Doing: * Own and drive the full-cycle recruiting process for engineering roles, from sourcing and screening to offer negotiation and closing. * Partner closely with hiring managers to understand hiring needs, define role requirements, and develop effective sourcing strategies. * Build and maintain a strong pipeline of technical talent through proactive outreach, networking, and creative sourcing strategies. * Deliver a best-in-class candidate experience by providing timely communication, thoughtful engagement, and a transparent process. * Analyze recruiting metrics and data to optimize hiring processes and improve overall efficiency. * Act as a talent advisor by sharing market insights and competitive intelligence with hiring teams. * Champion Parafin’s culture and employer brand by representing the company at industry events, networking meetups, and recruiting initiatives. What We’re Searching For: * 4+ years of experience in full-cycle technical recruiting, preferably in a high-growth startup or fast-paced tech environment. * Proven success in sourcing, engaging, and closing top engineering and technical talent. * Strong ability to build relationships with hiring managers, candidates, and external partners. * Experience utilizing various sourcing methods, including LinkedIn Recruiter, referrals, events, and creative outbound strategies. * Experience using GEM as a sourcing tool. * Data-driven mindset with the ability to analyze recruiting metrics and make process improvements. * Excellent communication, organizational, and negotiation skills. * Ability to thrive in an ambiguous and fast-moving environment. * Bonus: Experience hiring across product, data science, and design teams. * Bonus: Experience using Ashby as an ATS. What We Offer: * Salary Range: $160k -175k * Equity grant * Medical, dental & vision insurance * Unlimited PTO & work from home flexibility * Commuter benefits * Free lunches * Paid parental leave * 401(k) * Employee assistance program If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us.

Job DescriptionAbout Abby Care Making family care possible. At Abby Care, we are tackling one of the most important and unsolved challenges of our time: family caregiving. Over 50 million Americans are family caregivers for loved ones without pay, tools, or support. Our mission is clear and ambitious: to train and employ family caregivers so they can get paid for the care they already provide at home. Abby Care is building a tech-powered, family-first care platform to efficiently deliver care, improve health outcomes, and provide the best-in-class experience nationwide. We are rapidly expanding our mission and looking for passionate team members to join. Abby Care has partnered with leading insurance plans, healthcare providers, and community organizations. We're supported by top, mission-driven VCs to empower families throughout the country. The Role We're looking for a high-performing Clinical Recruiter who thrives in a fast-paced, high-impact environment. You'll own full-cycle recruiting for our most critical clinical hires — the nurses, instructors, and care professionals who bring Abby Care's mission to life. This is not a "post and wait" role. You will strategically source, engage, and close top clinical talent nationwide, driving results in a rapidly scaling organization where both speed and quality matter. You'll collaborate closely with hiring managers, clinical leaders, and our credentialing team to ensure we build and scale the workforce that powers our growth. If you're motivated by solving complex hiring challenges, building strong relationships, and contributing to a mission with real impact, this role is for you. What You'll Do * Own clinical hiring end-to-end: Source, engage, and close RNs, LPNs, Case Managers, Clinical Instructors, and other licensed professionals nationwide. * Be relentless about sourcing: Use LinkedIn Recruiter, Indeed, networking, referrals, cold outreach, and creative strategies to connect with top talent. * Drive speed and precision: Manage pipelines, track progress in Greenhouse, and improve time-to-hire without sacrificing quality. * Partner with hiring leaders: Align on staffing needs, role requirements, and candidate profiles; serve as a trusted advisor to clinical leadership. * Deliver an excellent candidate experience: Represent Abby Care's mission with professionalism and urgency, ensuring every interaction strengthens our brand. * Leverage data: Track recruiting metrics, identify bottlenecks, and recommend process improvements. * Stay ahead of the market: Monitor healthcare recruiting trends, compensation benchmarks, and compliance standards. What We're Looking For * 3+ years of full-cycle recruiting experience in healthcare/clinical roles across the U.S. * Hands-on experience with LinkedIn Recruiter, Indeed, and Greenhouse (or a similar ATS). * Excellent communication and relationship-building skills, with the ability to influence and partner with senior clinical leaders. * Data-driven mindset with experience using recruiting metrics to drive decisions. * Startup-ready: scrappy, adaptable, and energized by rapid growth and evolving priorities. Our Values • Competitive compensation packages that reflect the value you bring. We reward our team for the impact of their work., • This is a Full-Time role with an estimated $62,000 - $110,000 base salary + annual bonus., • Comprehensive health coverage that works for you. We cover 90% of your premiums and 70% for your dependents, with multiple PPO plan options to choose from for medical, vision, dental, life, and short-term disability., • Generous paid time off. We provide policies that allow you to recharge along with 10 paid company holidays., • Team bonding. We love bringing our teams together. As a full-time employee, you'll get to connect, collaborate, and have fun through team activities and our annual company retreat., • Financial savings benefits to support your future. We support your financial well-being with HSA contributions, optional FSA and commuter benefits, and full coverage of all 401(k) account fees (employer match not currently offered).

Job DescriptionAbout Abby Care Making family care possible. At Abby Care, we are tackling one of the most important and unsolved challenges of our time: family caregiving. Over 50 million Americans are family caregivers for loved ones without pay, tools, or support. Our mission is clear and ambitious: to train and employ family caregivers so they can get paid for the care they already provide at home. Abby Care is building a tech-powered, family-first care platform to efficiently deliver care, improve health outcomes, and provide the best-in-class experience nationwide. We are rapidly expanding our mission and looking for passionate team members to join. Abby Care has partnered with leading insurance plans, healthcare providers, and community organizations. We're supported by top, mission-driven VCs to empower families throughout the country. The Role We're looking for a high-performing Senior Clinical Recruiter who thrives in a fast-paced, high-impact environment. You'll own full-cycle recruiting for our most critical clinical hires — the nurses, instructors, and care professionals who bring Abby Care's mission to life. This is a Full-Time Hybrid position based in San Francisco, CA, reporting to the Head of People. This is not a "post and wait" role. You will strategically source, engage, and close top clinical talent nationwide, driving results in a rapidly scaling organization where both speed and quality matter. You'll collaborate closely with hiring managers, clinical leaders, and our credentialing team to ensure we build and scale the workforce that powers our growth. If you're motivated by solving complex hiring challenges, building strong relationships, and contributing to a mission with real impact, this role is for you. What You'll Do * Own clinical hiring end-to-end: Source, engage, and close RNs, LPNs, Case Managers, Clinical Instructors, and other licensed professionals nationwide. * Be relentless about sourcing: Use LinkedIn Recruiter, Indeed, networking, referrals, cold outreach, and creative strategies to connect with top talent. * Drive speed and precision: Manage pipelines, track progress in Greenhouse, and improve time-to-hire without sacrificing quality. * Partner with hiring leaders: Align on staffing needs, role requirements, and candidate profiles; serve as a trusted advisor to clinical leadership. * Deliver an excellent candidate experience: Represent Abby Care's mission with professionalism and urgency, ensuring every interaction strengthens our brand. * Leverage data: Track recruiting metrics, identify bottlenecks, and recommend process improvements. * Stay ahead of the market: Monitor healthcare recruiting trends, compensation benchmarks, and compliance standards. What We're Looking For * 3+ years of full-cycle recruiting experience in healthcare/clinical roles across the U.S. * Hands-on experience with LinkedIn Recruiter, Indeed, and Greenhouse (or a similar ATS). * Excellent communication and relationship-building skills, with the ability to influence and partner with senior clinical leaders. * Data-driven mindset with experience using recruiting metrics to drive decisions. * Startup-ready: scrappy, adaptable, and energized by rapid growth and evolving priorities. Our Values • Competitive compensation packages that reflect the value you bring. We reward our team for the impact of their work., • This is a Full-Time role with an estimated $105,000-$125,000 base salary + annual bonus., • Comprehensive health coverage that works for you. We cover 90% of your premiums and 70% for your dependents, with multiple PPO plan options to choose from for medical, vision, dental, life, and short-term disability., • Generous paid time off. We provide policies that allow you to recharge along with 10 paid company holidays., • Team bonding. We love bringing our teams together. As a full-time employee, you'll get to connect, collaborate, and have fun through team activities and our annual company retreat., • Financial savings benefits to support your future. We support your financial well-being with HSA contributions, optional FSA and commuter benefits, and full coverage of all 401(k) account fees (employer match not currently offered).

Job DescriptionWho Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Senior Director, Stategic Initiatives for our Golden Gate Branch in San Francisco.The PositionThe Senior Director of Strategic Initiatives is a pivotal leadership role responsible for advancing the Credit Union’s strategic priorities, driving enterprise-wide projects, and ensuring measurable impact across the organization. This role serves as a trusted advisor to the CEO and senior leadership, translating vision into actionable initiatives that improve member experiences, enhance operational efficiency, and strengthen community engagement. The Director champions cross-functional collaboration provides analytical insights to inform decision-making, and ensures that the Credit Union remains agile and forward-looking in a rapidly evolving financial services landscape.Strategic Planning & Execution • Partner with the CEO, Chief of Staff, SVP Head of Community Affairs and Government Affairs, executive leadership, and department heads to define, prioritize, and implement high-impact strategic initiatives., • Develop and maintain frameworks, dashboards, and key performance indicators (KPIs) to track progress and demonstrate measurable outcomes., • Ensure alignment of all strategic initiatives with the Credit Union’s mission, vision, and long-term goals, integrating them into operational plans and annual budgets., • Identify opportunities to optimize processes, improve efficiencies, and mitigate risks associated with strategic initiatives. Program & Project Leadership, • Lead enterprise-level initiatives from conception through execution, ensuring clear goals, scope, timelines, and accountability across cross-functional teams., • Implement project management best practices, including risk management, issue resolution, and resource allocation, to ensure timely delivery., • Act as a bridge between departments, promoting collaboration and alignment on strategic priorities., • Monitor and evaluate initiative performance, adjusting strategies as needed to achieve desired outcomes.Research, Analysis & Innovation, • Conduct comprehensive market research, competitor benchmarking, and member insights analysis to inform strategic decisions., • Monitor trends in financial services, regulatory changes, technology adoption, and emerging business opportunities to recommend innovative solutions., • Translate data and analytics into actionable recommendations that drive growth, enhance member experiences, and maintain competitive advantage. Stakeholder Engagement & Communication, • Cultivate strong relationships with internal teams, executive leadership, and external partners to advance strategic objectives., • Prepare executive-level presentations, reports, and updates for the Board of Directors, senior leadership, and other stakeholders., • Serve as a change champion, fostering organizational adoption of new processes, tools, and strategic initiatives. Leadership & Organizational Development, • Mentor, coach, and guide project teams to build capability, foster innovation, and promote accountability., • Identify gaps in organizational capacity and develop training, tools, and processes to strengthen strategic execution., • Promote a culture of collaboration, innovation, and results-driven performance across the Credit Union.Who Are You? Bachelor’s degree in Business Administration, Finance, Strategy, or related field; Master’s degree preferred., • 7+ years of progressive experience in strategic planning, enterprise project management, business development, or consulting., • Experience in the financial services or credit union industry strongly preferred., • Demonstrated success leading enterprise-wide projects and cross-functional teams., • Exceptional analytical, problem-solving, and strategic thinking skills., • Excellent written and verbal communication skills, including experience presenting to executives and boards., • Ability to manage multiple priorities in a fast-paced, dynamic environment., • Proficiency in project management methodologies and tools (e.g., Agile, Lean, MS Project, or similar).Core Competencies:, • Strategic & Innovative Thinking, • Business & Financial Acumen, • Collaboration & Influence, • Project & Change Management, • Member-Centric Focus, • Results OrientationWhy You’ll Love It HereYou’ll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same—and that’s exactly how you like it.The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Description HR Lead (Hybrid – San Francisco Bay Area) We are seeking a strategic and hands-on HR Lead to oversee people operations and drive key HR initiatives. This role will partner closely with leadership to shape organizational culture, support growth, and enhance employee experience. Key Responsibilities: • Lead all aspects of HR, including talent management, employee relations, performance development, and compliance., • Partner with leadership to design and implement people strategies that align with business goals., • Serve as a trusted advisor to managers on organizational development, engagement, and retention strategies., • Oversee HR policies, procedures, and compliance with state and federal regulations., • 7+ years of progressive HR experience with at least 2 years in a leadership role., • Strong background in employee relations, organizational design, and performance management., • Proven ability to work in a fast-paced, scaling environment., • Deep understanding of California and multi-state employment law., • Bachelor’s degree in HR, Business, or related field required; SHRM-CP/SHRM-SCP preferred., • Start-up industry experience preferred.Company DescriptionGHJ Search and Staffing (formerly Creative Financial Staffing - CFS Los Angeles) is the recruiting arm of GHJ, a national accounting and advisory firm. Our Team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential.GHJ Search and Staffing (formerly Creative Financial Staffing - CFS Los Angeles) is the recruiting arm of GHJ, a national accounting and advisory firm. Our Team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential.

Job Description Title: Client Partner - Banking & Capital Markets (VP - East Coast) Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred) Experience: 8-10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts Reports to: Head of Client Success - Banking & Capital Markets Compensation: $240k - $285k plus annual bonus and RSU's Role Overview We are seeking a dynamic and strategic Client Partner Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks. This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives. Responsibilities • Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks., • Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations., • Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions., • Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes., • Maintain deep understanding of evolving banking trends digital banking, FedNow, GenAI, operational risk, ESG, and compliance and proactively shape client strategies., • Prior or recent client facing experience at a Big 4 consulting firm or equivalent with 8-10 years of experience servicing banking or financial services clients., • Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities., • Ability to bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML., • Proven track record in building and growing strategic relationships and managing large transformation programs., • Strong communication, influencing, and stakeholder management skills, with a consultative selling approach., • Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.

Job Description#TeamNextdoor Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors As the Technical Program Manager at Nextdoor, you will play a critical role in designing, implementing, and optimizing our business systems landscape. This role focuses on Workday HCM Modules, Financials , with additional expertise in integrations and automations across payroll, HR Systems, Financial systems etc.This role is a hands-on execution, requiring detailed experience with integrations, automations, People Business Systems. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The Impact You'll Make As the Technical Program Manager, you will play a crucial role in optimizing our People Business Systems with a core focus on Workday HCM and related automated and integration experience. As the Workday HCM & Payroll Systems Specialist, you will be a key contributor in developing and optimizing enterprise HR and payroll solutions, leveraging your hands-on experience with Workday HCM, Payroll, and system integrations. Collaborating with cross-functional stakeholders, you'll drive enhancements, streamline processes, and architect scalable solutions that align with business objectives and ensure accurate, efficient payroll operations. You will design, implement, and support integrations with third-party platforms, maintain compliance with HR and payroll governance frameworks such as SOX, and champion industry best practices in data security and controls. Your expertise will help foster innovation, operational excellence, and a positive employee experience, directly contributing to our mission of supporting and empowering our workforce.and foster innovation to support Nextdoor's mission of building stronger communities. Your responsibilities will include: Strategic Leadership • Develop and execute scalable Workday HCM and Payroll systems strategies, emphasizing automation, AI-driven solutions, and seamless orchestration across HR, Payroll, and Financials modules to support Nextdoor's operational goals, • Partner with cross-functional teams to deliver technology roadmaps that drive HR transformation, enhance people program management, and enable business scalability, • Lead the configuration, implementation, and optimization of Workday HCM, Payroll, and select Financials (Accounting, Procurement, Expenses) processes, ensuring efficiency and data integrity across the employee lifecycle, • Design and deliver automated solutions for Core HR, Payroll, Talent Management, and integrations with downstream systems using middleware tools like Workato, • Collaborate with People Ops, Finance, Accounting, IT, and GTM teams to ensure Workday HCM and Payroll systems align with business and people program strategies, • Communicate complex system capabilities and innovative automation solutions to non-technical stakeholders, building consensus and driving adoption, • Ensure compliance with regulatory standards such as SOX by implementing governance frameworks for system security and data integrity, • Stay on top of emerging HR technology trends, including AI-powered automation and orchestrated workflows, and introduce innovative solutions to Nextdoor's enterprise systems, • Regularly assess existing HR, Payroll, and Financial systems to identify inefficiencies, leading initiatives to modernize processes with minimal disruption, • Lead a high-performing team of business systems professionals, fostering a culture of collaboration, innovation, and growth, • Mentor team members by providing guidance on best practices, technical skills development, and career progression, • Oversee the full lifecycle of Workday HCM, Payroll, and Financials system projects, ensuring on-time, on-budget delivery, • Establish automation-focused metrics and monitor system and process performance, proactively resolving issues for operational success, • Manage vendor relationships and technology investments, maximizing value through enhanced automation and AI capabilities, • Engage in in-person Nextdoor events including trainings, off-sites, and volunteer days, building strong relationships and supporting the company's mission and cultureWhat You'll Bring To The Team, • Bachelor's degree in Computer Science, Human Resources, Business Administration, or related field, • 5-8 years of hands-on experience in Workday HCM, Payroll, and system integrations, with emphasis on automation, orchestration, and AI-driven optimizations, • Strong expertise in Workday HCM Core, Payroll, and select Financials (Accounting, Expenses, Procurement), • Proven success in automating and optimizing people and payroll processes at scale, • Experience using middleware solutions such as Workato, Boomi, or MuleSoft for integrations and orchestration, • Advanced knowledge of enterprise automation, process orchestration, and emerging AI-driven HR technologies, • Effective cross-functional collaboration with People, IT, Finance, and business teams, • Experience managing and improving people program management initiatives (onboarding, payroll operations, talent management), • Bonus: Relevant certifications in Workday HCM, Payroll, or equivalent ERP/HCM systems The starting salary for this role is expected to range from $200,000 to $225,000 on an annualized basis, or potentially greater in the event that your 'level' of proficiency exceeds the level expected for the role. We expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will take place within 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of health plans, including a 100% covered employee only plan option, and we also provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.