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Job DescriptionAppZen is the leader in autonomous spend-to-pay software. Its patented artificial intelligence accurately and efficiently processes information from thousands of data sources so that organizations can better understand enterprise spend at scale to make smarter business decisions. It seamlessly integrates with existing accounts payable, expense, and card workflows to read, understand, and make real-time decisions based on your unique spend profile, leading to faster processing times and fewer instances of fraud or wasteful spend. Global enterprises, including one-third of the Fortune 500, use AppZen’s invoice, expense, and card transaction solutions to replace manual finance processes and accelerate the speed and agility of their businesses. To learn more, visit us at . We are seeking a Deal Desk Manager to lead and scale our global Deal Desk function. This role will report to the Director of Revenue and Deal Strategy and will be a trusted advisor to our Sales, Finance, and Legal teams, driving the strategy, governance, and execution of complex and high-value transactions. You’ll shape how we evolve our processes providing executive-level deal insights, and ensuring our commercial agreements maximize customer satisfaction and company profitability. This is a high-impact leadership position with direct visibility into company revenue performance and growth strategy.What You'll Be Doing: • Serve as the primary escalation point for structuring and approving complex, non-standard deals, • Partner with sales leadership on pricing strategy, discount frameworks, and commercial terms, • Provide guidance on creative deal structures that balance customer needs with financial objectives, • Enforce global deal policies to ensure compliance with revenue recognition (e.g., ASC 606) rules, contracting standards, and corporate guidelines, • Partner with finance and legal to evaluate risk and approve exceptions to standard terms while maintaing strong controls around approval workflows and delegated authorityDeal Desk & Revenue Strategy:, • Analyze trends in pricing, discounting, and contract structures to identify areas for margin improvement, • Provide reporting and insights to executive leadership on deal performance, pipeline health, and revenue predictability, • Recommend strategic adjustments to deal policies to accelerate sales velocity while preserving profitability, • Manage and mentor 3 Deal Desk team members (based in India working US time zones), fostering a culture of operational excellence and accountability, • Partner with Product and Marketing on packaging, pricing, and go-to-market motions, • Drive process improvements to shorten deal cycles and improve rep productivity, • Own the roadmap for Deal Desk systems and tools (Salesforce, CPQ, CLM, etc.), • Document and scale best practices globallyQualifications:, • 7+ years of experience in Deal Desk, Sales Operations, Finance, or related functions, with at least 2–3 years in a leadership role, • Deep experience in SaaS or subscription-based businesses strongly preferred, • Strong financial acumen and knowledge of revenue recognition (ASC 606), • Proven ability to structure complex, enterprise-level SaaS or technology deals, • Expertise with Salesforce and CPQ tools required; CLM systems experience a plus, • Exceptional communication, stakeholder management, and executive presence, • Strategic thinker with a hands-on approachTrusted advisor mindset—able to say “yes” creatively while knowing when to say “no” firmly, • Analytical, detail-oriented, and comfortable influencing across senior leadership teams, • Thrives in fast-paced, high-growth environmentsWhat We Offer:, • Competitive compensation with bonus and equity, • High visibility role with direct impact on revenue growth, • Opportunity to shape and scale a mission-critical function

Job Description BKF is a multi-service infrastructure consulting firm providing civil engineering and surveying services across California, the Pacific Northwest, and beyond. With offices throughout California and the Portland area, BKF has served transportation, water resources, land development, government, and federal clients for over 110 years. At BKF, you’ll find a unique opportunity to grow your career with intention. Our culture values professional autonomy, innovation, and meaningful collaboration across offices. We are proud to be recognized with the Great Place to Work certification for the second year in a row. We’re seeking a Senior Project Manager with expertise in Transportation and Civil Infrastructure to help lead and build on our long-standing presence in the Bay Area. This role is ideal for a California-licensed P.E. with 10+ years of experience who thrives in managing complex projects, mentoring teams, and building strong client relationships. You’ll oversee transportation initiatives from concept through completion, guiding strategy, execution, and stakeholder engagement while anchoring BKF’s leadership in public infrastructure across the region. Responsibilities • Lead design and project management efforts across a variety of transportation infrastructure projects, including roadway rehabilitation, new alignments, retaining walls, curbs, traffic improvements, wildlife crossings, highways, roundabouts, and multimodal corridors, • Coordinate with internal teams and external partners to deliver high-quality public infrastructure projects from concept through construction, • Navigate permitting processes, technical studies, and agency coordination to ensure smooth project delivery, • Apply a strong understanding of transportation design standards and regulatory requirements to guide project execution, • Mentor junior staff and contribute to team development through technical guidance and career support, • Represent BKF in client meetings, public forums, and industry events, serving as a trusted advisor to stakeholders, • Identify new project opportunities and actively participate in business development efforts, including proposal preparation and cross-selling services, • Bachelor’s degree in Civil Engineering, Transportation Engineering, or a related field, • Professional Engineer (P.E.) license in California is required, • Minimum 10 years of experience managing transportation civil infrastructure projects through the full lifecycle, • Proven success in business development, client relationship management, and strategic market positioning, • Strong leadership, communication, and mentoring skills, • Proficiency with project management tools, along with a strong background in design using AutoCAD/Civil 3D, • Willingness to travel between offices and client sites Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 20 pounds with accommodations. Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment. Travel to other BKF locations and client sites may be required. Benefits • The typical base salary range for this position is $140,00.00 - $198,000.00, annualized depending upon skills, experience, education, and geographical location. This is a salary position paid biweekly., • Competitive salaries, end of year bonuses, profit sharing, and 401k., • BKF pays 100% of the premiums for medical, dental, and vision coverage and 50% for your dependents., • Generous vacation and sick time packages., • 8 Paid Holidays., • Flexible schedules., • Education reimbursement, Paid annual dues for professional and societal organizations. BKF Engineers does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF Engineers, BKF Engineers reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited submittals are done at the risk of the recruiter. #LI-Hybrid

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. Job Description Your Career Palo Alto Networks is seeking a highly motivated and experienced Senior Manager, FP&A to join our team and lead financial planning and analysis for our cutting-edge Cloud Delivered Security Services (CDSS) product business unit. This is a critical role for an individual who thrives on strong analytical challenges, possesses an insatiable curiosity for understanding business drivers, and demonstrates a true ownership mindset in a high-growth environment. This is currently an individual contributor role with future potential for expansion into team management. Your Impact * Financial Modeling & Analytics: Develop and maintain sophisticated financial models to support strategic planning, forecasting, and budgeting for the CDSS business unit. This includes detailed analysis of Pipeline, Bookings, ARR, Churn and COGS. Leverage strong analytical skills to dissect large and complex datasets, providing actionable insights to drive business performance. * Business Partnership: Serve as a trusted financial advisor, strategic partner and provide thought leadership to the CDSS product leadership team. Collaborate closely with product management, engineering, sales, and Go-to-Market teams to understand business initiatives, evaluate financial implications, and provide recommendations that align with company objectives. * Performance Analysis: Conduct in-depth analysis of financial performance against budget, forecast, and prior periods. Identify key trends, variances, and opportunities for improvement. Present clear and concise financial reports and presentations to executive leadership. * Strategic Planning: Contribute to the long-range strategic planning process, translating business strategies into financial targets and roadmaps and performing competitive benchmarking. * Process Improvement: Continuously seek opportunities to enhance FP&A processes, tools, and methodologies to improve efficiency and accuracy. Experience with AI use cases in finance is a strong plus. • Growth and Ownership: Take full ownership of the CDSS business unit's financial health, proactively identifying risks and opportunities, and driving initiatives to optimize financial outcomes. Demonstrate a growth mindset by continuously seeking to learn about the evolving CDSS market and its impact on financial performance.Qualifications Your Experience * Bachelor degree in Engineering/Economics/Business/Finance or related field 10+ years of FP&A experience, ideally supporting product organizations in high-tech; MBA preferred. * Exceptional business partnering and influencing skills, linking big-picture strategy to detailed execution. * Proven expertise in complex data analysis, insight extraction, and clear data presentation. * Curious about business operations, product roadmaps, and cybersecurity market dynamics, with a strong growth mindset. * Advanced financial modeling skills and experience with BI tools (SQL strongly preferred). * Excellent communication, presentation, and interpersonal skills; strong team player. * Independent, enthusiastic about solving unstructured questions, and adapts to rapid changes in high-growth environments. Additional Information Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) is expected to be between $151,000 - $244,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. Job Description Your Career Palo Alto Networks has an exciting opportunity for an experienced and highly motivated Senior Finance Manager, Sales FP&A professional to join our team. In this role, you will work closely with the Senior Director of North America Finance and business partners in North America Sales to help drive strategic decision-making, provide financial insight, and build operational rigor and efficiency. This individual will also partner with Speedboat and Central Finance teams, and collaborate cross-functionally with Sales, Sales Operations and HR teams on a regular basis. Being successful in this role requires a large degree of analytical thought leadership, excellent organization and communication skills, and the ability to drive process improvement and actionable insights across all the key FP&A areas Your Impact ● Business Partnering • Trusted advisor and Finance partner to key Sales leadership within North America, • Develop an understanding of their business and translate that into operational and financial information, • Help develop various metrics and reports to monitor the health of the business on a regular basis, including identification of areas of P&L risk and opportunities, • Deliver insights of data to help grow and drive profitability of the NAM business, • Unlock growth opportunities through deep data analysis and implementation of effective analytical frameworks, • Support the analysis, approval and execution of key operational activities such as headcount requisitions, program spend, purchase requisitions, and time and expenses, • Able and willing to champion difficult but necessary trade-offs in the business ● Planning for North America Theater • Translate Go-to-market strategy and company goals into annual Bookings, OPEX and HC plans, • Actively engaged in the planning processes for North America, including driving run-rate analysis, topline and investment modeling, affordability analysis and budget allocation ● Quarterly / Monthly Close, Forecast and Reporting • Guide and drive the Segment Sales financial close and forecast process for headcount and OPEX, • Provide monthly and quarterly financial reporting, analysis and key metrics that enable business decision making, • Incorporate best practices and create a more streamlined, methodical and data-driven approach to drive forecasting accuracy, and drive a more efficient close process ● Lead Projects to evaluate investments and GTM strategy, optimize resource allocation and drive efficiency and process improvement • Upholding a mindset of continuous improvement to enable the NAM to scale the business and deliver high impact analysis for decision making ● Mentor and Coach to junior team members • As one of the senior members on the team, it is critical to have a growth mindset, a “can-do/roll-up your sleeves” attitude, and a willingness to teach and support other junior team members in their growth and professional development Your Experience ● 8+ years FP&A experience including recent (within past 3 years) strategic business partnership with Sales leadership at Manager level or above; or prior experience in strategy consulting focused on go-to-market strategy ● Ability to demonstrate effective leadership in ambiguous and frequently changing situations. Thrives in ambiguity with ability to deliver strong business outcomes ● Strong project management, planning, and organization skills, including ability to handle multiple projects simultaneously in a fast-paced environment ● Takes charge of complex issues and develop new ways of approaching business challenges independently and proactively ● Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor ● Ability to lead by example with a growth mindset, willingness to listen, receive feedback and embrace change, and a natural hunger to continuously learn and improve ● Execution-focused ● Excellent verbal, written communication and business partnership skills ● Self-starter with unquestionable integrity ● Passionate, high-energy, impactful team-player ● Bachelors in Business, Finance, or Accounting or equivalent military experience - MBA or equivalent experience a plus Additional Information The Team The Team You’re looking for a career with a more fulfilling mission. We have open positions to top talent seeking a challenge. Our NAM Sales Finance team sits at an exciting intersection of a critical and rapidly growing industry, supporting a sales organization that is poised to evolve and scale. If you have the relevant FP&A experience and acumen, an innovative and proactive “lean-in” mindset to problem solving, and a desire to help build a high-performing, positive and inclusive team culture, this could be the place for you! Our innovation doesn’t stay in Research and Development. Within finance, we seek people who are looking to try new things, while solving business critical equations. If you’re seeking a challenge with a world-wide impact – this is it. Compensation Disclosure Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $160,000/YR - $226,500/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job DescriptionSalary: $235,000-$275,000 (OTE) Role Overview We are seeking an accomplished Director of Legal to lead and scale our commercial, product, and compliance legal functions and to provide executive leadership of Eltropys AI program. This pivotal role will serve as a strategic partner to Sales, Customer Success, Finance, Product, and Security, shaping contracting best practices, implementing and overseeing safe AI best practices across the company and driving efficiency while managing risk. The Director will be responsible for building a high-performing legal function, optimizing the contract negotiation workflows, and serving as the primary escalation point for complex, high-value customer engagements and regulatory issues. Key Responsibilities Commercial Contracting & Legal Operations • Draft, review and negotiate a high volume of commercial agreements, primarily complex SaaS MSAs with sophisticated financial institution customers., • Manage and negotiate vendor, partnership, and technology licensing agreements., • Engage directly with internal stakeholders and customers to negotiate commercial terms, data protection agreements, information security addenda, and AI usage provisions; clarify approval processes for complex transactions., • Own legal playbooks, fallback positions, and clause libraries, delivering actionable guidance that improves deal velocity and protects margin while maintaining compliance. Product & Regulatory Compliance: • Serve as the primary legal advisor to our Product and Engineering teams throughout the entire product development lifecycle., • Provide expert guidance on compliance with laws and regulations governing our services, including but not limited to:, • Telecommunications: TCPA, CAN-SPAM, CTIA guidelines, and state-level analogues., • Data Privacy & Security: CCPA/CPRA, GLBA, and other relevant state and federal privacy laws., • Financial Services: Advise on compliance issues related to serving the CFI market., • Counsel our AI product teams on novel legal issues related to data usage; develop and implement scalable policies, procedures, and guardrails to ensure our platform and new AI features are compliant by design. Corporate & General Legal: • Advise on corporate governance, employment law matters (in partnership with HR), intellectual property (trademark and patent portfolio), and equity management., • Manage corporate records and assist with any future financing or M&A activities., • Select and manage outside counsel effectively to provide scalable, cost-effective support. Strategic Leadership & Stakeholder Management • Lead, mentor, and scale a team of legal professionals, fostering a culture of operational excellence, compliance, and continuous improvement grounded in Eltropys values: Customers are our North Star, No Fear - Tell the truth, and Team of Owners., • Collaborate closely with Sales, Finance, Product, and Security to define and enforce contracting playbooks, AI-safe drafting standards, data protection terms, and approval matrices; chair or co-chair the cross-functional AI governance forum., • Act as the primary legal escalation point for non-standard commercial terms, data privacy, information security, and regulatory matters, ensuring alignment with corporate strategy and risk tolerance. Qualifications & Experience • Juris Doctor (JD) or equivalent law degree required; active bar membership in good standing., • 7+ years of progressive legal experience (commercial/technology transactions), including at least 3+ years of in-house at a technology company (SaaS experience is strongly preferred)., • Proven success building and leading high-performing legal or legal operations teams., • Deep, hands-on experience negotiating complex commercial contracts., • A pragmatic, business-minded approach to problem-solving, with the ability to provide both strategic and tactical counsel. You understand that the goal is to enable the business, not to be the "department of no.", • Occasional travel may be required for team or customer engagements. About Eltropy () Eltropy is a rocket ship FinTech on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities. Eltropy Values: • Customers are our North Star, • No Fear - Tell the truth, • Team of Owners Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionCompany Description Sandisk understands how people and businesses consume data and we relentlessly innovate to deliver solutions that enable today’s needs and tomorrow’s next big ideas. With a rich history of groundbreaking innovations in Flash and advanced memory technologies, our solutions have become the beating heart of the digital world we’re living in and that we have the power to shape. Sandisk meets people and businesses at the intersection of their aspirations and the moment, enabling them to keep moving and pushing possibility forward. We do this through the balance of our powerhouse manufacturing capabilities and our industry-leading portfolio of products that are recognized globally for innovation, performance and quality. Sandisk has two facilities recognized by the World Economic Forum as part of the Global Lighthouse Network for advanced 4IR innovations. These facilities were also recognized as Sustainability Lighthouses for breakthroughs in efficient operations. With our global reach, we ensure the global supply chain has access to the Flash memory it needs to keep our world moving forward. Job Description Join Sandisk’s People Experience team as a Director, Business & People Partner (BPP), providing strategic partnership to the Enterprise Sales and Consumer organizations. In this highly visible and global role, you will lead a small team of Business & People Partners to drive strategic initiatives that result in business value and impact. As a trusted advisor and consultant to senior leaders, you will help define a world class people strategy and plans that deliver sustained impact in attracting, engaging and developing our workforce. This is an exciting time to join Sandisk! If you thrive in a fast-paced, dynamic environment, where you can make an impact in shaping people initiatives, programs, and processes, we’d be delighted to hear from you. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Act as a trusted advisor and strategic HR partner to one or more senior executives., • Actively engage business leaders to plan and execute effective business strategies that align with global people solutions priorities and drive business results., • Leverage deep understanding of the business to translate and drive clear business-focused talent, engagement and organizational strategies that achieve business outcomes, using data to drive insights and actions., • Drive the Sales & Consumer organizations talent agenda and provides leadership on talent management, including assessing, developing, coaching and rewarding global talent., • Forge strong partnerships with teams across the People Experience ecosystem, including COE and other partners to identify and deliver fit for purpose solutions., • Facilitate change management initiatives with a focus on culture, inclusion, leadership capabilities and engagement.Qualifications REQUIRED: • Bachelor's Degree or equivalent with master’s degree or relevant certification preferred, • 10-12+ years of experience in Human Resources or relevant experience with at least 4-6 years leading/managing teams., • Demonstrates an inclusive leadership style with an emphasis on results and developing high performing team members., • Experience working and navigating matrixed and global teams., • Demonstrated success in developing cutting edge global strategy and driving process improvements in a global workplace., • Experience leading transformation and change initiatives., • Excellent communication, interpersonal and collaborative skills, including strong presentation skills, across levels, with an ability to persuade and influence, and the ability to build alignment, enthusiasm, and commitment., • Goal-oriented, proactive, accountable and passionate about driving results., • Strong team leadership expertise in coaching and developing others toward future professional growth and learning., • Strong business and financial acumen., • An agile and continuous learner with personal resilience and an ability to deal with ambiguity. Additional Information Sandisk is committed to providing equal opportunities to all applicants and employees and will not discriminate against any applicant or employee based on their race, color, ancestry, religion (including religious dress and grooming standards), sex (including pregnancy, childbirth or related medical conditions, breastfeeding or related medical conditions), gender (including a person’s gender identity, gender expression, and gender-related appearance and behavior, whether or not stereotypically associated with the person’s assigned sex at birth), age, national origin, sexual orientation, medical condition, marital status (including domestic partnership status), physical disability, mental disability, medical condition, genetic information, protected medical and family care leave, Civil Air Patrol status, military and veteran status, or other legally protected characteristics. We also prohibit harassment of any individual on any of the characteristics listed above. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the "Know Your Rights: Workplace Discrimination is Illegal” poster. Our pay transparency policy is available here. Sandisk thrives on the power and potential of diversity. As a global company, we believe the most effective way to embrace the diversity of our customers and communities is to mirror it from within. We believe the fusion of various perspectives results in the best outcomes for our employees, our company, our customers, and the world around us. We are committed to an inclusive environment where every individual can thrive through a sense of belonging, respect and contribution. Sandisk is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Please contact us at to advise us of your accommodation request. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying. Based on our experience, we anticipate that the application deadline will be 03/18/2026 (3 months from posting), although we reserve the right to close the application process sooner if we hire an applicant for this position before the application deadline. If we are not able to hire someone from this role before the application deadline, we will update this posting with a new anticipated application deadline. #LI-RG1 Compensation & Benefits Details • An employee’s pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs., • The salary range is what we believe to be the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York. This range may be modified in the future., • You will be eligible to participate in Sandisk's Short-Term Incentive (STI) Plan, which provides incentive awards based on Company and individual performance. Depending on your role and your performance, you may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to Sandisk's Standard Terms and Conditions for Restricted Stock Unit Awards., • We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program, employee stock purchase plan, and the Sandisk's Savings 401(k) Plan., • Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Job DescriptionCompany Description Sandisk understands how people and businesses consume data and we relentlessly innovate to deliver solutions that enable today’s needs and tomorrow’s next big ideas. With a rich history of groundbreaking innovations in Flash and advanced memory technologies, our solutions have become the beating heart of the digital world we’re living in and that we have the power to shape. Sandisk meets people and businesses at the intersection of their aspirations and the moment, enabling them to keep moving and pushing possibility forward. We do this through the balance of our powerhouse manufacturing capabilities and our industry-leading portfolio of products that are recognized globally for innovation, performance and quality. Sandisk has two facilities recognized by the World Economic Forum as part of the Global Lighthouse Network for advanced 4IR innovations. These facilities were also recognized as Sustainability Lighthouses for breakthroughs in efficient operations. With our global reach, we ensure the global supply chain has access to the Flash memory it needs to keep our world moving forward. Job Description Join Sandisk’s People Experience team as a Sr. Business & People Partner (BPP), providing strategic partnership to the Corporate Functions. In this highly visible and global role, you will support a talented team of Business & People Partners to drive strategic initiatives that result in business value and impact. As a trusted advisor and consultant to senior leaders, you will help define a world class people strategy and plans that deliver sustained impact in attracting, engaging and developing our workforce. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Acts as a trusted advisor and strategic HR partner to designated executives, • Actively engage business leaders to plan and execute effective business strategies that align with global people solutions priorities and drive business results., • Leverage deep understanding of the business to translate and drive clear business-focused talent, engagement and organizational strategies that achieve business outcomes, using data to drive insights and actions., • Drive the BU talent agenda and provides leadership on talent management, including assessing, developing, coaching and rewarding global talent., • Leverage deep understanding of the business to translate and drive clear business-focused talent, engagement and organizational strategies that achieve business outcomes, using data to drive insights and actions., • Forge strong partnerships with teams across the People Solutions ecosystem, including COE and other partners to identify and deliver fit for purpose solutions., • Facilitate change management initiatives with a focus on culture, inclusion, leadership capabilities and engagement., • Leads and participates in cross-functional working teams on strategic initiativesQualifications REQUIRED: • Bachelor's Degree or equivalent with relevant certification preferred, • 8+ years of experience in Human Resources or relevant experience, • Demonstrates an inclusive leadership style with an emphasis on results and developing high performing team members, • Experience working and navigating matrixed and global teams – experience in working with teams in India, Israel and Asia are a plus., • Demonstrated success in developing cutting edge global strategy and driving process improvements in a global workplace, • Experience and resiliency in leading and supporting transformation and change, • Excellent communication, interpersonal and collaborative skills (including presentation skills) across levels, with an ability to persuade and influence, and the ability to build enthusiasm and commitment, • Goal-oriented, proactive, resourceful, accountable and passionate about driving results, • Strong business and financial acumen., • An agile and continuous learner with personal resilience and an ability to deal with ambiguity Additional Information Sandisk is committed to providing equal opportunities to all applicants and employees and will not discriminate against any applicant or employee based on their race, color, ancestry, religion (including religious dress and grooming standards), sex (including pregnancy, childbirth or related medical conditions, breastfeeding or related medical conditions), gender (including a person’s gender identity, gender expression, and gender-related appearance and behavior, whether or not stereotypically associated with the person’s assigned sex at birth), age, national origin, sexual orientation, medical condition, marital status (including domestic partnership status), physical disability, mental disability, medical condition, genetic information, protected medical and family care leave, Civil Air Patrol status, military and veteran status, or other legally protected characteristics. We also prohibit harassment of any individual on any of the characteristics listed above. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the "Know Your Rights: Workplace Discrimination is Illegal” poster. Our pay transparency policy is available here. Sandisk thrives on the power and potential of diversity. As a global company, we believe the most effective way to embrace the diversity of our customers and communities is to mirror it from within. We believe the fusion of various perspectives results in the best outcomes for our employees, our company, our customers, and the world around us. We are committed to an inclusive environment where every individual can thrive through a sense of belonging, respect and contribution. Sandisk is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Please contact us at to advise us of your accommodation request. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying. Based on our experience, we anticipate that the application deadline will be 04/02/2026 (3 months from posting), although we reserve the right to close the application process sooner if we hire an applicant for this position before the application deadline. If we are not able to hire someone from this role before the application deadline, we will update this posting with a new anticipated application deadline. #LI-TS1 Compensation & Benefits Details • An employee’s pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs., • The salary range is what we believe to be the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York. This range may be modified in the future., • You will be eligible to participate in Sandisk's Short-Term Incentive (STI) Plan, which provides incentive awards based on Company and individual performance. Depending on your role and your performance, you may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to Sandisk's Standard Terms and Conditions for Restricted Stock Unit Awards., • We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program, employee stock purchase plan, and the Sandisk's Savings 401(k) Plan., • Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Job DescriptionAbout OnehouseOnehouse is a mission-driven company dedicated to freeing data from data platform lock-in. We deliver the industry’s most interoperable data lakehouse through a cloud-native managed service built on Apache Hudi. Onehouse enables organizations to ingest data at scale with minute-level freshness, centrally store it, and make available to any downstream query engine and use case (from traditional analytics to real-time AI / ML). We are a team of self-driven, inspired, and seasoned builders that have created large-scale data systems and globally distributed platforms that sit at the heart of some of the largest enterprises out there including Uber, Snowflake, AWS, Linkedin, Confluent and many more. Riding off a fresh $35M Series B backed by Craft, Greylock and Addition Ventures, we're now at $68M total funding and looking for rising talent to grow with us and become future leaders of the team. Come help us build the world's best fully managed and self-optimizing data lake platform! Job DescriptionAs a Staff Solutions Engineer at Onehouse, you will operate as a technical thought leader and trusted advisor to our most strategic customers. You’ll go beyond implementation to drive architectural decisions, influence product strategy, and mentor both customers and internal teams. This is a high-impact, high-autonomy role at the intersection of engineering, product, and go-to-market. You’ll be a visible face of Onehouse in the modern data community and play a key role in shaping how companies build their next-generation data lakehouses. You will establish trust in the organization to build and scale the team during our next phase of company growth.Responsibilities • Partner with customers during pre-sales to understand needs, design solutions, and position Onehouse effectively., • Drive technical onboarding for enterprise customers, sometimes directly, sometimes by guiding a team., • Lead incident response and resolution for customer-facing escalations, ensuring transparency and trust throughout the process., • Build demos, solution guides, and technical content for sales and marketing enablement., • Contribute to the open source community and represent Onehouse at industry events., • Develop high-leverage internal tooling, frameworks, and content to scale the solutions engineering function., • Mentor other Solutions Engineers and broader GTM team members., • Analyze recurring pain points and partner with Engineering and Product teams to influence roadmap direction.Must Haves, • 8+ years of experience working directly with customers on technical engagements., • 8+ years of experience with major cloud providers like AWS, GCP or Azure., • 5+ years of deep experience with Apache Spark and knowledge on Spark’s runtime internals, query tuning, performance tuning, troubleshooting and debugging Spark solutions., • Extensive technical experience building, operating, and troubleshooting diverse data engineering pipelines with tools like Kafka, Flink, Presto/Trino, DBT, Airflow, Parquet., • Exceptional written and verbal communication skills being able to synthesize technical topics for both executive and technical stakeholders., • Proven track record of cross-functional collaboration and leadership without authority., • Experience with modern data lakehouse technologies like Apache Hudi, Apache Iceberg or Delta Lake., • Strong opinions on how the future of open data infrastructure should be built and the skills to influence it.Bonus Skills

Job Description About DataVisor DataVisor is the world’s leading AI-powered Fraud and Risk Platform that delivers the best overall detection coverage in the industry. With an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's solution scales infinitely and enables organizations to act on fast-evolving fraud and money laundering activities in real time. Its patented unsupervised machine learning technology, advanced device intelligence, powerful decision engine, and investigation tools work together to provide guaranteed performance lift from day one. DataVisor's platform is architected to support multiple use cases across different business units flexibly, dramatically lowering total cost of ownership compared to legacy point solutions. DataVisor is recognized as an industry leader and has been adopted by many Fortune 500 companies across the globe. Our award-winning software platform is powered by a team of world-class experts in big data, machine learning, security, and scalable infrastructure. Our culture is open, positive, collaborative, and results-driven. Come join us! Summary: As Director of Strategic Accounts, you will be responsible for nurturing and expanding relationships with our largest and most strategic enterprise customers. You will act as a trusted advisor, ensuring customer success, driving adoption, and identifying opportunities for significant expansion and upsell within existing accounts. This role requires a deep understanding of our customers' business needs and the ability to align DataVisor's solutions to achieve their strategic objectives, specifically managing accounts up to $10M ARR in aggregate and driving incremental upsell. Responsibilities: • Manage and grow a portfolio of strategic enterprise accounts, focusing on long-term partnerships and customer success., • Develop and execute strategic account plans to achieve revenue growth targets within assigned accounts, including significant upsells and expansions., • Build and maintain strong relationships with key stakeholders at all levels within customer organizations, including C-level executives., • Understand customers' business challenges and objectives, and proactively identify opportunities to leverage DataVisor's solutions to drive value and ROI., • Drive product adoption and ensure customer satisfaction through regular engagement, business reviews, and strategic planning sessions., • Identify and pursue upsell and cross-sell opportunities within existing accounts, focusing on expansion into new business units and use cases., • Collaborate with internal teams, including Customer Success, Product, and Engineering, to ensure customer needs are met and issues are resolved promptly., • Accurately forecast revenue and growth opportunities within assigned accounts., • Maintain accurate and up-to-date records in Salesforce.com., • 7+ years of experience in enterprise SaaS sales or account management, with a focus on managing and growing large, strategic accounts., • Proven track record of successfully managing accounts with up to $10M+ ARR and driving significant upsell revenue., • Deep understanding of the Fraud/Regtech solutions landscape and the financial services industry., • Strong executive presence and ability to engage with C-level and VP-level executives., • Excellent communication, presentation, and relationship-building skills., • Strategic thinker with the ability to develop and execute account plans that drive growth and customer success., • Experience with contract negotiations and renewals., • Strong understanding of SaaS business models and metrics., • Ability to collaborate effectively with cross-functional teams., • Self-motivated, results-oriented, and able to thrive in a fast-paced environment., • Bachelor’s degree or equivalent experience required. Health Insurance, Stock options, 401k, PTO Compensation range: US$125,000-$175,000 base salary per year, with an expected total annual package of US$250,000-$350,000.

Job DescriptionJob Description: R&D Senior Tax Consultant About True Partners Consulting True Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex tax and financial regulations without the Sarbanes-Oxley created conflicts inherent in offering both tax consulting and audit services. Our key advantage is our people who deliver the most intelligent and professional results to our clients. We focus on recruiting, developing, and retaining the best and brightest talent by creating a collegial culture that supports our people and provides them opportunities and resources to achieve their career goals. We are currently seeking a highly-motivated individual with proven business, technical, and leadership acumen to apply for the following role: R&D Sr Tax Consultant Job Summary You will lead and manage multiple client service teams within your service line with a goal to provide outstanding client service and achievement of team goals. You will maintain proactive communication with clients to build meaningful internal and external relationships. You will serve as the primary business advisor to clients with the attitude to help in any way TPC can. Our culture focuses on leadership at all levels, therefore you will be expected to demonstrate the ability to develop, motivate and mentor staff, as well as work collaboratively with senior leadership to enhance and refine our one-of-a-kind work environment. Job Responsibilities Advise clients on a full spectrum of tax services, including planning, research and compliance, and quarterly and annual provisions. Provide overall goal and direction to team while managing team resources efficiently and meeting deadlines Review work papers and tax returns. Plan and coordinate the flow of information with clients, and effectively manage day-to-day client needs. Manage client needs with respect to tax services and federal tax compliance. Develop, motivate and train staff level team members. Owns the implementation of new firm initiatives, and rallies team member participation Develop and maintain strong client relationships. Keep up-to-date on current tax practices and changes in tax law. Provide industry knowledge and subject-matter experience. Simultaneously manage multiple projects and engagement teams for multiple clients across various industries. This role entails supporting the Research Tax Credit team with existing and new clients on a daily basis, including the performance of computational and documentary activities. Computationally, the manipulation and analysis of large volumes of financial data in mathematical models (generally Excel-based) is required, with the creation of those models in compliance with the rules governing the research tax credits. Drafting and review of specific documents supporting the development activities conducted by client personnel. Expected to visit client locations, discuss / interview client personnel, take notes, and translate those discussions into living documents (such as memorandums and project descriptions) suitable for release to governmental authorities, providing the maximum written support for client research and development efforts. Preparing, tracking, following up with clients on, and reviewing information requests. Skills and Qualifications Bachelors or Master’s degree in Accounting, Tax or closely related field from an accredited college or university. 4-7 years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience. CPA, Enrolled Agent, JD, or LLM in Taxation (with accounting firm or equivalent background). Requires significant experience with corporate entity structures in addition to a general level of knowledge in thither areas of taxation, which may include partnerships, trusts and individuals. Organizational skills to simultaneously manage multiple projects and engagement teams for various clients. A proven track record of building profitable, sustainable client relationships. Leadership and engagement management skills including staff scheduling, client budgets and billings. A deep understanding of International tax technical topics, changes in tax law, and best practices. Excellent knowledge of tax accounting, tax compliance, and many types of tax returns. Strong working knowledge of one or more of the following: GoSystem, ONESOURCE Income Tax and Provision, Corptax, SAGE Fixed Assets. Strong working knowledge of Microsoft Office. Excellent written and verbal communications skills. Highly developed problem solving and analytical skills. Intellectually curious and self-starting attitude.Excellent writing skills absolutely necessary. Outgoing personality with a willingness to be involved in and eventually take over interview activities. Must be able to convert discussions / interviews into formal written documents. Must be able to work with / understand Excel and Word. Able to work in a team environment, willing to travel when necessary. Willingness to invest time in your own learning and learn other tax concepts. Business hours plus overtime. True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: R&D Senior Tax Consultant About True Partners Consulting True Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex tax and financial regulations without the Sarbanes-Oxley created conflicts inherent in offering both tax consulting and audit services. Our key advantage is our people who deliver the most intelligent and professional results to our clients. We focus on recruiting, developing, and retaining the best and brightest talent by creating a collegial culture that supports our people and provides them opportunities and resources to achieve their career goals.We are currently seeking a highly-motivated individual with proven business, technical, and leadership acumen to apply for the following role: R&D Senior Tax ConsultantJob Summary You will lead and manage multiple client service teams within your service line with a goal to provide outstanding client service and achievement of team goals. You will maintain proactive communication with clients to build meaningful internal and external relationships. You will serve as the primary business advisor to clients with the attitude to help in any way TPC can. Our culture focuses on leadership at all levels, therefore you will be expected to demonstrate the ability to develop, motivate and mentor staff, as well as work collaboratively with senior leadership to enhance and refine our one-of-a-kind work environment. Job Responsibilities Advise clients on a full spectrum of tax services, including planning, research and compliance, and quarterly and annual provisions. Provide overall goal and direction to team while managing team resources efficiently and meeting deadlines Review work papers and tax returns. Plan and coordinate the flow of information with clients, and effectively manage day-to-day client needs. Manage client needs with respect to tax services and federal tax compliance. Develop, motivate and train staff level team members. Owns the implementation of new firm initiatives, and rallies team member participation Develop and maintain strong client relationships. Keep up-to-date on current tax practices and changes in tax law. Provide industry knowledge and subject-matter experience. Simultaneously manage multiple projects and engagement teams for multiple clients across various industries. This role entails supporting the Research Tax Credit team with existing and new clients on a daily basis, including the performance of computational and documentary activities. Computationally, the manipulation and analysis of large volumes of financial data in mathematical models (generally Excel-based) is required, with the creation of those models in compliance with the rules governing the research tax credits. Drafting and review of specific documents supporting the development activities conducted by client personnel. Expected to visit client locations, discuss / interview client personnel, take notes, and translate those discussions into living documents (such as memorandums and project descriptions) suitable for release to governmental authorities, providing the maximum written support for client research and development efforts. Preparing, tracking, following up with clients on, and reviewing information requests. Skills and Qualifications Bachelors or Master’s degree in Accounting, Tax or closely related field from an accredited college or university. 4-7 years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience. CPA, Enrolled Agent, JD, or LLM in Taxation (with accounting firm or equivalent background). Requires significant experience with corporate entity structures in addition to a gen4-eral level of knowledge in thither areas of taxation, which may include partnerships, trusts and individuals. Organizational skills to simultaneously manage multiple projects and engagement teams for various clients. A proven track record of building profitable, sustainable client relationships. Leadership and engagement management skills including staff scheduling, client budgets and billings. A deep understanding of International tax technical topics, changes in tax law, and best practices. Excellent knowledge of tax accounting, tax compliance, and many types of tax returns. Strong working knowledge of one or more of the following: GoSystem, ONESOURCE Income Tax and Provision, Corptax, SAGE Fixed Assets. Strong working knowledge of Microsoft Office. Excellent written and verbal communications skills. Highly developed problem solving and analytical skills. Intellectually curious and self-starting attitude. Excellent writing skills absolutely necessary. Outgoing personality with a willingness to be involved in and eventually take over interview activities. Must be able to convert discussions / interviews into formal written documents. Must be able to work with / understand Excel and Word. Able to work in a team environment, willing to travel when necessary. Willingness to invest time in your own learning and learn other tax concepts. Business hours plus overtime. True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job DescriptionSalary: Position Overview: The Wealth Architect is primarily responsible for the ongoing management and retention of existing client relationships. This position also serves as a coach to develop the Associate Wealth Architects. This role will work in conjunction with our Chief Wealth Architect, fellow Wealth Architects, Associate Wealth Architects (AWAs) or other internal and external technical specialists to service and develop advice for clients. Duties & Responsibilities • Oversee Associate Wealth Architects on the following:, • Review Daily Transaction Summary (ensure money movements, asset transfers, rebalances, etc. execute according to instructions)., • Review Quarterly Reports (ensure proper titling, benchmarks, billing)., • Communicate with Client Services on Account Administration (New Client Paperwork, Money movements)., • Communicate with Investments on Investment Policy Statements, Trades, Rebalancing, etc., • Train and develop the professional and personal growth of AWAs in their own pursuit of becoming a Wealth Architect., • Review and ensure completion of:, • Balance sheets., • Family goals and priorities., • Family strategic plans., • Financial Plans., • Account maps., • Estate disposition maps., • Cash flow matrix., • Cash flow analysis (income, expenses, etc.), • Since Inception Portfolio Results Reports, • Develop and deepen client relationships., • Client relationship development and management, including ongoing and regular client contact and communications., • Develop and deepen Advisor relationships (both internally, i.e. Advisor Team, and externally, i.e., CPAs, attorneys, etc.)., • Execute and ensure execution of day-to-day management of client relationships across Advisor Team and Organization., • Provide objective, unbiased financial advice to a diverse mix of clients by analyzing wealth planning needs (including Investment Management, Asset & Income Protection, Liability Management, Estate & Philanthropic Planning, Tax Planning, Assisting Children and Parents), as well as investment planning and general client financial needs., • Client meeting preparation: review all required paperwork prior to meetings; meeting flight checklist review and completion., • Execute and ensure execution Client Review and Planning follow up., • Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification., • Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management). Develop and communicate Custom Planning and Investment Allocations with Investments Department to ensure proper execution of Investment Policy Statements, review and approve investment implementations and rebalancing (i.e. trades, policy changes, etc.)., • Take a holistic approach to utilize firm services and resources to deepen existing client relationships., • Initiate and field client calls on various planning items, miscellaneous requests and advice on various topics; acknowledge client emails, voicemails within 24 hours., • Ensure client records are properly maintained (Worldox, CRM, Advisor View, etc.)., • Conduct Financial Model Drafting (i.e. Financeware, Social Security Analyzer, etc.)., • Oversee Investment Policy Statement review and completion., • Ensure execution of client document requests., • Interact with other professional advisors to facilitate client planning work., • Wealth Management and Financial Planning Agreements review, complete, update and oversee execution., • Review Quarterly Reports, ensure accurate reporting and proper billing, • Understand and foster Fiduciary Duty, Compliance Manual and Business Continuity Plan understanding., • Be a steward of our planning and investment philosophy and process (internally and externally)., • Be a steward of the Firm Vision, Mission and Core Values., • Participate and contribute to Wealth Planning, Investments, Business Development, and Team Strategic Goals committees., • Maintains licenses and credentials and is committed to continuing education, including financial standards and industry best practices., • Assists and participates in the firm meeting overall business development goals. Qualifications • Bachelors degree preferably in business, accounting, finance, economics or related experience., • Graduate degree or Professional Designation Required: CFP, CFA, EA, JD, Masters, or PhD., • 5-10+ years of experience in the financial-services industry (preferably with an independent registered advisory firm)., • 5+ years of experience advising clients., • Series 65 license (preferred)., • Proficiency in Microsoft Office programs; experience with CRM, document management, and portfolio management software (preferred); familiarity with custodial platforms such as Schwab, Fidelity and TD Ameritrade is a plus. Other Skills & Experience • Continuously exhibits personal integrity and professional initiative; understands the high level of integrity required in maintaining client relationships., • Is professional and provides a positive demeanor in all interactions., • Exemplifies our philosophy, culture and values and has a keen understanding of service excellence to both external and internal clients., • Reliable, follows through on commitments, ambitious and eager to accept new challenges., • Must be organized, detail-oriented and able to multitask., • Demonstrates a commitment to accuracy by delivering high quality work., • Have strong interpersonal, verbal and written communication skills., • Ability to work independently as well as be collaborative and able to work effectively with others., • Flexible team player who is highly adaptable to change and open to new ideas., • Understands own unique strengths and how to best capitalize on those strengths., • Dedicated to continuous learning and improvement., • Leads and lives by example to clients and to the team., • Demonstrated ability to work successfully in an entrepreneurial, small company environment.

Job Description Tax Manager – Family Office Practice Compensation: Up to $170k base Requirements: CPA required | 5-8 years HNW tax experience | Master's in Taxation strongly preferred Location: San Jose, CA Boutique family office practice serving ultra-high-net-worth individuals and multi-billionaire families We're an established practice specializing in comprehensive tax planning and advisory services for exclusive clients with minimum $50M in liquidable assets and their multi-million and billion-dollar businesses. Led by experienced partners, we provide personalized service where you're a valued professional with direct partner access, not just a number. This role offers true advisory work beyond compliance—providing strategic tax planning that makes a real impact for some of the wealthiest families in the country. What You'll Do: • Lead complex tax planning strategies for ultra-high-net-worth individuals and family entities, • Structure property acquisitions and investment strategies to minimize tax burdens, • Develop comprehensive wealth transfer strategies for multi-generational families, • Manage compliance and advisory work for high-net-worth families and their business enterprises, • Research complex tax issues and develop innovative solutions for unique client situations, • Build trusted advisor relationships with clients and their professional advisors, • Oversee and mentor tax professionals while developing their technical and advisory skills, • Collaborate with partners on client strategy and practice development What You'll Bring: • 5-8 years of progressive tax experience with high-net-worth individuals and families, • Active CPA certification required, • Bachelor's degree in Accounting (Master's in Taxation strongly preferred), • Strong technical expertise in individual, trust, estate, partnership, and corporate taxation, • Experience with complex tax planning, not just compliance, • Excellent communication skills and ability to explain complex concepts clearly, • Self-motivated with strong leadership and mentoring abilities, • Passion for advisory work and building lasting client relationships Why This Stands Out: • True advisory work—go beyond compliance to provide strategic tax planning that makes real impact, • Meaningful client relationships with select portfolio of sophisticated clients ($50M+ liquidable assets), • Direct partner access through open-door policy with real voice in client strategy, • Growth opportunities as the firm consistently adds high-net-worth families to the practice, • Clear path to partnership for top performers, • Work-life integration with open PTO policy and culture that values your wellbeing, • Collaborative, entrepreneurial team environment Total Compensation: • Base: Up to $170,000, • Medical insurance (75% employer-paid), • Dental and vision coverage, • 401(k) with 5% employer match, • Open PTO policy, • Professional development and continuing education support Our Culture: Unlike traditional public accounting or Big 4 environments, you'll work with a select group of ultra-high-net-worth families and understand the full scope of their financial picture. You'll have visibility, voice, and the ability to make meaningful impact on generational wealth strategies. If you're tired of being a cog in a machine and want to do meaningful advisory work with ultra-high-net-worth families in a collaborative, growth-oriented environment, let's talk. Apply: Email your resume to for immediate consideration. View more roles:

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! Job Description Your Career The Consulting Director will help drive Proactive Consulting Services across the cloud security domain. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience and advance their overall security maturity. Your Impact * Serve as a key contributor to the development, maturation, and innovation of Unit 42’s cloud security consulting services. * Lead and deliver complex cloud security assessments covering architecture, configuration, identity, monitoring, and threat detection across AWS, Azure, GCP, and hybrid/multi-cloud environments. * Evaluate cloud network architectures, including perimeter protections, VPC/VNet segmentation, API gateways, ingress/egress controls, and cloud-native security services. * Analyze cloud logging, telemetry, and monitoring coverage; identify gaps in detection and alerting; and provide actionable recommendations to improve visibility, SIEM/XDR integration, and threat-hunting effectiveness. * Assess cloud identity and access management (IAM) design, including federation, least privilege models, role delegation, conditional access, privilege escalation paths, and MFA enforcement across cloud providers. * Utilize cloud-native CLIs, SDKs, and APIs to perform deep technical validation of configurations, controls, and security posture. * Assess multi-cloud and hybrid-cloud deployments by reviewing interoperability, dependencies, and security impacts between cloud services and on-prem infrastructure. * Develop strategic cloud security roadmaps that align technical recommendations with a client’s broader business objectives, resource constraints, and long-term security transformation initiatives. * Integrate Palo Alto Networks cloud platforms (Prisma Cloud, Prisma SASE, Cortex XSIAM, and Precision AI) into consulting engagements to drive differentiated value and help customers enhance their security posture. * Engage with prospective clients in a pre-sales capacity to uncover cloud security pain points, evaluate architectural weaknesses, and position Unit 42 solutions to key outcomes. * Support delivery teams in overcoming technical objections and effectively tying cloud security recommendations to business risk, operational impact, and customer strategic goals. * Build and maintain long-term executive relationships, serving as a trusted strategic advisor for cloud security and Zero Trust transformation initiatives. * Lead the development and delivery of cloud security enablement content to elevate consulting capabilities across Unit 42. * Partner with Palo Alto Networks product development teams to provide structured feedback on features, customer patterns, and cloud security trends that influence the roadmap and delivery experience. Qualifications Your Experience * 4+ years of experience performing cloud security advisement and risk assessments based upon industry-accepted standards * 6+ years of professional services and consulting experience and 3+ years of Director (or and equivalent Senior Manager) experience leading consulting delivery teams is highly preferred * Experience managing a diverse team of business and technical consultants * Cloud Security-related certifications preferred * Hands-on experience with a cloud hosting provider (AWS, Azure, GCP, etc). * Deep experience within the cloud native application protection platform (CNAPP) technology or advisory/consulting space. * Strong fluency in the application of Virtual Machines, SaaS, IaaS, PaaS, FaaS and other public cloud technical infrastructure concepts. * Possess a deep technical knowledge in Cloud Platforms and the dependencies around such an environment (WAF, SSO, Cloud Threats, API Security, Cloud Security Posture Management) * Former experience with cloud migrations (cloud to cloud, or on-prem to cloud) * Knowledge of the technical nuances related to SD-WAN and SASE solutions and their application to Cloud Environment access solutions. * 10+ years in developing, strengthening and expanding client relationships * Knowledge of how to integrate command-line interfaces or scripting tools as a part of a risk assessment or remediation in cloud environments is a plus. * Rich understanding of how Enterprise’s use and struggle using infrastructure as code and continuous integration tools such as Ansible, Chef, Jenkins, Kubernetes, Packer, Pulumi, Puppet, Saltstack and Terraform or CSP tools such as CloudFormation, Resource Manager or Deployment Manager. * Ability to scope new opportunities with prospective clients, including drafting statements of work and proposals * Ability to perform travel requirements as needed to meet business demands (on average 25%) * Bachelor’s Degree in Information Security, Computer Science, Digital Forensics, Cyber Security OR equivalent years of professional experience to meet job requirements and expectations Additional Information The Team Unit 42 Consulting is Palo Alto Network's security advisory team. Our vision is to create a more secure digital world by providing the highest quality incident response, risk management, and digital forensic services to clients of all sizes. Our team is composed of recognized experts and incident responders with deep technical expertise and experience in investigations, data breach response, digital forensics, and information security. With a highly successful track record of delivering mission-critical cybersecurity solutions, we are experienced in working quickly to provide an effective incident response, attack readiness, and remediation plans with a focus on providing long-term support to improve our clients’ security posture. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $183000/YR - $252000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job Description At NOW CFO, we’re looking for a hands-on Controller to join our Bay Area consulting team and step into meaningful, high-impact client work from day one. This role is a great fit for Controllers who enjoy variety, autonomy, and solving real problems. You’ll work with leadership teams across a range of industries, helping them bring structure to their accounting, improve visibility into the numbers, and make better business decisions. We’re especially interested in professionals with experience in manufacturing and construction, where strong controls and operational insight really matter. As a Controller Consultant, you won’t be stuck in the same environment year after year. Each engagement is different—new challenges, new teams, and new opportunities to make an impact. You’ll act as a trusted advisor, rolling up your sleeves when needed while also providing strategic guidance to executives. This is a full-time consulting role with a hybrid schedule and competitive compensation of $150,000–$180,000, depending on experience. You’ll support clients throughout the Bay Area, and must be willing to commute between San Jose and Downtown San Francisco as needed, based on client preferences and engagement requirements. What You’ll Be Doing * Step into Controller-level leadership roles for client organizations * Own and oversee day-to-day accounting operations, including close, reporting, and compliance * Strengthen internal controls, improve audit readiness, and clean up financial processes * Manage and support core accounting functions such as A/R, A/P, GL, payroll, inventory, cost accounting, and revenue recognition * Lead accurate and timely month-end and year-end closes * Evaluate financial health and identify opportunities to improve efficiency and scalability * Partner with executives and stakeholders to provide clear, actionable financial insight * Serve as a key point of contact for auditors and external partners What Makes Someone Successful Here * Strong Controller or senior accounting leadership experience * Comfort stepping into new environments and building trust quickly * Background supporting multiple industries, with manufacturing and construction experience strongly preferred * Deep understanding of GAAP, financial reporting, and internal controls * A hands-on mindset—you’re willing to dive in, not just delegate * Clear communicator who can translate financials into insights leaders can act on * CPA is a plus, but not required * Public accounting experience is helpful, but not mandatory Why NOW CFO NOW CFO gives experienced accounting leaders the opportunity to do what they do best—solve problems, lead teams, and drive results—without being tied to a single company or industry. If you enjoy meaningful client work, flexibility, and the chance to make a real impact across multiple organizations, this role was built for you. #ZR #IND2

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years, we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine's ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: • Our NYLIC University training program, designed to provide career-long support and growth, including a tuition reimbursement program for certain advanced, professional designation courses., • Three highly-skilled teams that provide advanced market support:, • Our Advanced Planning Group, • Eagle Strategies for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Complete the program requirements and join the management team as an associate partner, • Select, hire, and grow your financial professionals team as an associate partner, • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program, • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goalsQualifications:, • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional, • Spanish, Portuguese, or other language fluency is beneficial, • Required knowledge and experience working in the insurance or financial services field, • Working knowledge of cultural markets is helpful, • Sales experience necessaryAbout Company New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY

Job Description Amphenol is one of the world's largest providers of high-technology interconnections, sensors, and antenna solutions. Our products Enable the Electronics Revolution across nearly every major market, including Automotive, Broadband Communications, Aerospace, Defense, Industrial, IT, and Data Communications. Amphenol's decentralized structure fosters a culture of autonomy, innovation, and entrepreneurship. The Power Solutions Group, a business unit of Amphenol, is a global leader in high-performance electrical connectors and cable solutions for the IT DataCom markets, supporting customers in the data center, server, storage, and networking segments. We are seeking a dynamic and strategic Team Lead Product Marketing Manager to direct product marketing initiatives, develop and mentor a team of product marketers, and drive business growth across the United States. Candidates located in California, Texas, Pennsylvania, or Seattle are preferred. This role serves as one of the primary leadership points for the North America Product Marketing team and reports directly to the North American Regional Product Marketing Manager. Key Responsibilities Strategic Leadership & Team Management • Lead, mentor, and develop a team of product marketing professionals, ensuring alignment with regional business strategies and growth objectives., • Translate high-level product and market strategies into clear execution plans for the team., • Foster a high-performance culture focused on customer value, accountability, and continuous improvement., • Drive business growth by identifying, prioritizing, and securing new opportunities within the Telecom/DataCom market., • Own and execute the product portfolio strategy, ensuring alignment with customer needs, market trends, and long-term business goals., • Build and maintain senior-level customer relationships, serving as a strategic advisor to key OEM and ODM accounts., • Lead complex customer engagements to understand technical requirements, challenges, and future opportunities., • Partner with global marketing and sales leadership to strengthen Amphenol's market presence and value proposition., • Direct the development of sales enablement tools, competitive positioning, and pricing strategies that empower regional and global sales teams., • Collaborate with product, engineering, operations, and supply chain teams to ensure effective product launches, availability, and customer satisfaction., • Oversee the end-to-end business development funnel, ensuring the team effectively drives opportunities from lead generation through closure., • Partner with sales leadership to convert high-priority opportunities into long-term strategic partnerships., • Lead market analysis efforts, identify trends, competitive movements, and emerging customer demands., • Provide executive-level insights and recommendations to guide investment decisions, product strategies, and sales initiatives. Education & Experience • Bachelor's degree in business administration, Marketing, Engineering, or a related field; MBA preferred., • 710+ years of progressive experience in Product Marketing or Product Management, sales, or business development within the technology, telecom/datacom, or electronics industry., • Proven experience leading cross-functional teams and managing direct reports in a high-performance environment., • Demonstrated track record of driving revenue growth, developing go-to-market strategies, and executing successful product or portfolio initiatives., • Strong leadership experience mentoring and developing sales/business development teams., • Ability to turn market insights and customer needs into clear strategies and execution plans., • Effective cross-functional collaborator with strong stakeholder-management skills., • Solid understanding of CRM, sales cycles, market trends, and competitive landscapes., • Experience supporting regional sales teams with demand generation and forecasting., • Technical familiarity with interconnect, datacom/telecom, and cloud/server technologies., • Strong communicator able to simplify and present complex technical concepts., • Analytical mindset with financial skills in pricing, forecasting, and business cases., • Highly collaborative, influential, and effective in fast-paced environments.

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $107,500+ at plan commission Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a collaborative team player willing to further development through continued training opportunitiesQualifications:, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Candidate is required to hold either a US passport, a green card, or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)About Company New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY

Job DescriptionCompany Description At Western Digital, our vision is to power global innovation and push the boundaries of technology to make what you thought was once impossible, possible. At our core, Western Digital is a company of problem solvers. People achieve extraordinary things given the right technology. For decades, we’ve been doing just that—our technology helped people put a man on the moon and capture the first-ever picture of a black hole. We offer an expansive portfolio of technologies, HDDs, and platforms for business, creative professionals, and consumers alike under our Western Digital®, WD®, WD_BLACK™ Professional brands. We are a key partner to some of the largest and highest-growth organizations in the world. From enabling systems to make cities safer and more connected, to powering the data centers behind many of the world’s biggest companies and hyperscale cloud providers, to meeting the massive and ever-growing data storage needs of the AI era, Western Digital is fueling a brighter, smarter future. Today’s exceptional challenges require your unique skills. Together, we can build the future of data storage. Job Description The Director, Organizational Development and Strategic Workforce Planning will architect Western Digital's enterprise-wide approach for Workforce Planning, Organization Design and Team Effectiveness. This role combines strategic thinking with hands-on execution, requiring expertise in organizational design principles and workforce planning. As a key partner to senior leadership and the HR community, you'll define how we approach organizational design and workforce planning across WD—then roll up your sleeves to make it happen. You'll build capability in our HRBPs while personally leading high-impact initiatives that shape how we work. Duties and Responsibilities Strategic Architecture * Design and implement a scalable, enterprise-wide organizational design, team effectiveness and workforce planning frameworks aligned to business objectives and growth trajectory * Act as trusted advisor to senior leadership, translating business strategy into organizational structure, capability requirements, and workforce implications * Develop predictive workforce models that identify talent gaps and risks, and future capability needs across critical roles and functions Framework Development & Enablement * Create enterprise standards, tools, and methodologies for organizational design and strategic workforce planning that can be deployed consistently across WD * Build organizational design and workforce planning capabilities in HR business partners and people leaders through training, coaching, and hands-on facilitation * Establish governance processes and decision frameworks that ensure organizational changes are data-driven and strategically sound Execution & Advisory * Partner directly with senior HR business partners to diagnose organizational effectiveness challenges and design fit-for-purpose solutions * Lead high-visibility organizational design projects that restructure teams, clarify accountabilities, and optimize spans of control * Serve as primary designer and project lead on enterprise-wide organizational development and effectiveness initiatives with significant business impact Data-Driven Insights * Partner with Workforce Analytics to translate workforce data into actionable insights on organizational health, talent distribution, and structural efficiency * Develop dashboards and reporting mechanisms that give leaders visibility into workforce composition, turnover risk, and readiness for future needs * Apply evidence-based approaches to test and validate organizational design decisions before implementation Qualifications Minimum Qualifications * 5+ years of progressive experience in organizational design and strategic workforce planning, ideally in complex, matrixed environments * 7+ years leading enterprise-wide organizational development and effectiveness initiatives with measurable business impact * Demonstrated expertise across multiple OD disciplines: organizational design, workforce planning, team effectiveness and change management. Skills & Capabilities * Exceptional business acumen with ability to connect organizational design decisions to financial outcomes and operational performance * Advanced project management skills with track record of delivering complex, multi-stakeholder initiatives on time * Strong analytical and systems thinking abilities; comfortable working with workforce data and translating it into strategic recommendations Influence & Collaboration * Proven ability to facilitate difficult conversations and build consensus among senior stakeholders with competing priorities * Executive presence and credibility to advise senior leaders on sensitive organizational topics * Thrives in ambiguity—able to move forward when parameters are unclear, information is incomplete, or priorities are shifting, while bringing structure and clarity to complex situations * Skilled at working across functions (HRBP, Talent, Total Rewards, Analytics, Finance, Legal) to deliver integrated solutions * Collaborator who can navigate ambiguity and drive clarity in complex organizational environments Additional Information Western Digital is committed to providing equal opportunities to all applicants and employees and will not discriminate against any applicant or employee based on their race, color, ancestry, religion (including religious dress and grooming standards), sex (including pregnancy, childbirth or related medical conditions, breastfeeding or related medical conditions), gender (including a person’s gender identity, gender expression, and gender-related appearance and behavior, whether or not stereotypically associated with the person’s assigned sex at birth), age, national origin, sexual orientation, medical condition, marital status (including domestic partnership status), physical disability, mental disability, medical condition, genetic information, protected medical and family care leave, Civil Air Patrol status, military and veteran status, or other legally protected characteristics. We also prohibit harassment of any individual on any of the characteristics listed above. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the "Know Your Rights: Workplace Discrimination is Illegal” poster. Our pay transparency policy is available here. Western Digital thrives on the power and potential of diversity. As a global company, we believe the most effective way to embrace the diversity of our customers and communities is to mirror it from within. We believe the fusion of various perspectives results in the best outcomes for our employees, our company, our customers, and the world around us. We are committed to an inclusive environment where every individual can thrive through a sense of belonging, respect and contribution. Western Digital is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Please contact us at to advise us of your accommodation request. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying. Based on our experience, we anticipate that the application deadline will be 03/19/2026 (3 months from posting), although we reserve the right to close the application process sooner if we hire an applicant for this position before the application deadline. If we are not able to hire someone from this role before the application deadline, we will update this posting with a new anticipated application deadline. #LI-AS1 Compensation & Benefits Details • An employee’s pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs., • The salary range is what we believe to be the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York. This range may be modified in the future., • If your position is non-exempt, you are eligible for overtime pay pursuant to company policy and applicable laws. You may also be eligible for shift differential pay, depending on the shift to which you are assigned. You will be eligible to be considered for bonuses under either Western Digital’s Short Term Incentive Plan (“STI Plan”) or the Sales Incentive Plan (“SIP”) which provides incentive awards based on Company and individual performance, depending on your role and your performance. You may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to Western Digital’s Standard Terms and Conditions for Restricted Stock Unit Awards. • We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program; employee stock purchase plan; and the Western Digital Savings 401(k) Plan.

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. Job Description Your Career The Director of Revenue Operations is a key Palo Alto Networks accounting team member. This individual will report to the Senior Director of Revenue Operations, lead Palo Alto Networks’ key revenue accounting and operations areas, and be a strategic business partner who advises on the direction of the business strategy, and drives operational improvements and excellence. He or she will drive strategic projects collaborating with cross functional stakeholders and leverage process and system knowledge of quote to cash system flow and technical accounting expertise to guide and inform their design through execution. He or she will serve as a key confidante and trusted advisor to the Senior Director of Revenue Operations and VP of Revenue Operations on revenue accounting, key finance projects and related financial system matters and initiatives. He or she will be a strong communicator with responsibility for educating the senior leadership and cross functional teams on important revenue issues and guidance. The individual we seek is intelligent, agile, pragmatic, hard working, a quick thinker with optimization mindset. The candidate will be responsible for leading projects, developing new processes and improving the revenue process. He or she brings a compelling track record of delivering shareholder value as an accounting leader in a complex and dynamic, public organization. She or he brings a breadth of finance experiences, business acumen, and leadership skills to the role. We seek a collaborative, assertive, and energetic executive who is passionate about creating value for the Company; he or she will have exceptional intellect, emotional intelligence, business and finance acumen, and leadership skills to develop and deliver a vision for the revenue operations team. Your Impact Accounting & Controls: Direct the implementation of quote-to-cash projects and system changes/upgrades, managing all phases from requirements gathering and design through testing and deployment to ensure seamless process and revenue accounting integration. You will also be responsible for continuously improving existing revenue recognition practices and policies to meet changing needs and business initiatives. This involves regularly evaluating opportunities to enhance processing efficiency and system effectiveness while maintaining a balanced workload across the project team. Operational Finance Leader & Thought Partner: Serves as a trusted advisor to the Senior Director and VP, and other senior leaders on revenue accounting, financial reporting, process, systems and control matters. Serves as a key partner to the Senior Director and VP on strategic business initiative by understanding and communicating the accounting and finance implications of various growth strategies and transactions. Data Integrity: Provides robust data management practices with consistent definitions, ensuring Palo Alto Networks has a single view of the financial and business facts to support management decisions. Team Leader: Lead a high-performing and high-potential team, serving as a strong positive leader, coach, and advisor who is willing to roll up his or her sleeves to work alongside the team and sharing process and technical expertise to continually improve the organization’s capabilities. Coordinate a team in multiple locations with employees and work performed in an international center of excellence. Instill a performance culture resulting in meaningful cross-functional business process transformation and automation to increase efficiency and effectiveness, as well as meeting the needs of a high growth business in multiple locations. Qualifications Your Experience 12+ years of progressive accounting experience. Public company, revenue recognition, SOX compliance experiences are required. Experience working in a publicly traded, global company with a team geographically disbursed. Experience building and up-leveling high-performing accounting and controls organizations. Expert in ASC 606 revenue recognition accounting principles within enterprise and SaaS / software companies. Proven track record in implementing and designing effective new go-to-market strategies. Demonstrated ability to concurrently manage and deliver impactful results on multiple large-scale, cross-functional projects. Comfortable working with ambiguity, solving problems, and managing timelines in a rapidly changing environment. Demonstrate a strong sense of urgency in meeting targets, routinely benchmarking his or her own work and the team’s work to drive operational excellence. Bring strong experience in building, improving, or maintaining large-scale quote to revenue systems to support complex and high-growth environments. Experience with Salesforce and SAP is preferred. Proactively seek to improve processes and implement best in class solutions, raise quality and productivity. Engage the accounting team to understand Palo Alto Networks’ direction and organizational vision and how accounting contributes to larger, strategic goals. Comfortable working with a diverse international team. Partner cross-functionally with a genuine give-and-take approach, where both act as true peers and decisions are shared to further Palo Alto Networks. An undergraduate degree in accounting, finance, economics, or a related field is preferred. CPA is preferred. Promotes a work environment of passion, fun and excitement. Additional Information The Team The team is a fun group of specialists who are responsible for ensuring our consolidated revenue results are complete and accurate with policies, procedures and systems ensuring compliance with GAAP and other regulatory standards. They work closely with other departments, such as IT, FP&A, sales operations, legal, investor relations, product development to ensure timely and accurate reporting. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) is expected to be between $192,000 - $264,500/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job Description Financial Analyst 4Job Details • Financial Analyst 4 (Contract), • Location: San Jose, CA 95110 (Hybrid), • Duration: 10/13/2025 to 10/09/2026, • Team: DME FPA Document Cloud About the Role:, • We are seeking a Sr Financial Analyst to provide critical financial, strategic, and operational support for Adobe’s Document Cloud FP&A team supporting B2B customer segments., • In this role, you will partner closely with Product, Product Marketing, Go-to-Market, and sales teams to develop and implement long-term strategies for the business., • You will drive analytics, generate insights, and provide data-backed recommendations to influence decision making to accelerate business growth across a diverse set of routes-to-market. Key Responsibilities:, • Collaborate with cross-functional teams to build strategies that drive long-term business growth and translate them into short-term execution plans. Own long-range financial planning and modelling to drive decision making on emerging offerings, new growth initiatives, pricing, and financial targets., • Develop a deep understanding of the customers, markets, products and competitors to evaluate the market opportunity and identify areas to grow and compete., • Understand our "Go-To-Market" playbook across routes to market and collaborate across the product and sales ecosystem to align business strategies with financial objectives., • Lead ongoing analytics efforts to generate actionable insights and data-backed recommendations. Serve as a trusted advisor to senior management., • Drive in-quarter and quarter-end reporting, explaining the "Why" behind financial performance, to support reviews with business and finance leadership. Required Skills & Qualifications:, • MBA or equivalent experience in Finance, Business, Economics, or a related field is a plus, with a Bachelor's degree or equivalent experience being acceptable., • 4- 6 years of relevant finance experience. Deep financial modeling experience with a track record of crafting dynamic forecasts, analyzing complex data, and identifying trends. Experience in subscription/SaaS business is a plus. Management consulting or investment banking is a plus., • A high level of proficiency in Microsoft Excel is required, and experience in SQL, PowerBI, Tableau is preferred. Focus on building scalable analytics & reporting., • Self-starter who can handle sophisticated tasks with minimal direction and develop new strategies and ways of approaching business challenges., • Positive attitude, collaborative, and comfort in a heavily matrixed environment that changes as the business evolves, • Strong communication & interpersonal skills with the ability to influence/drive decision-making across cross-functional teams., • Strong organizational skills, attention to detail, and a passion for improvement in processes that evolve with business growth and technological advancements.Compensation:, • $48.92 to $65.23 per hour.#36471547

Job DescriptionSalary: Position Overview: The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to and learning from Wealth Architects (WAs) and the Chief Wealth Architect, including data gathering, case design, scenario building, financial plan development and financial plan implementation. Duties & Responsibilities • Support Advisory Team and entire organization in the day-to-day management of client relationships., • Initiate and field client calls on various planning items, miscellaneous requests and advice on various topics; acknowledge client emails, voicemails within 24 hours., • Maintain client records (Worldox, CRM, Advisor View, etc.)., • Update balance sheets., • Gather data and create drafts for family goals and priorities and family strategic plans., • Conduct Account Map drafting., • Conduct Financial Model Drafting (i.e. Financeware, Social Security Analyzer, etc.)., • Perform special request analyses for clients (e.g., mortgage analysis, social security analysis, cash flow matrix drafting and cash flow analysis, etc.)., • Follow Client Review Process: prepare materials for client meetings (including Meeting Flight Checklist updates and population); work with other team members to ensure client meetings are prepared for thoroughly and accurately., • Attend client meetings and take detailed notes as requested; manage/complete all meeting follow-up items., • Ensure clients have Investment Policy Statements (IPSs) and work with Wealth Architects and Investment Department to put IPSs in place and keep them current, • Review Daily Transaction Summary (ensure money movements, asset transfers, rebalances, etc. execute according to instructions) for assigned client relationships., • Review Since Inception and Quarterly Reports (ensure proper titling, benchmarks, billing) for assigned client relationships., • Communicate with Client Services team on Account Administration (New Client Paperwork, Money movements)., • Communicate and coordinate with Investments on Investment Policy Statements, Trades, Rebalancing, etc., • Understand, draft and process internal Wealth Management and Financial Planning Agreements; ensures clients have signed Wealth Management or Planning Agreement. Works with WAs and Client Services to draft, amend and process agreements., • Interact with other professional advisors to facilitate client-planning work., • Assist with special projects as required., • Assists in the training and development of fellow Associate Wealth Architects., • Able to articulate our planning and investment philosophy and process (internally and externally)., • Embraces and is able to clearly articulate Firm Vision, Mission and Core Values. Qualifications • Bachelors degree preferably in business, accounting, finance, economics or related experience., • 0-5 years of experience in the financial-services industry (preferably with an independent registered advisory firm). Prior experience not always required but preferred., • Series 65 license (preferred); pursuing (or willing to pursue) CFP, CFA, EA, JD, Masters, or PhD., • Proficiency in Microsoft Office programs; experience with CRM, document management, and portfolio management software (preferred); familiarity with custodial platforms such as Schwab, Fidelity and TD Ameritrade is a plus. Other Skills & Experience • Continuously exhibits personal integrity and professional initiative; understands the high level of integrity required in maintaining client relationships., • Is professional and provides a positive demeanor in all interactions., • Demonstrated experience developing client relationships & establishing client rapport., • Exemplifies our philosophy, culture and values and has a keen understanding of service excellence to both external and internal clients., • Reliable, follows through on commitments, ambitious and eager to accept new challenges., • Understands and follows Compliance Policies, Procedures and Guidelines., • Must be organized, detail-oriented and able to multitask., • Demonstrates a commitment to accuracy by delivering high quality work., • Have strong interpersonal, verbal and written communication skills., • Ability to work independently as well as be collaborative and able to work effectively with others., • Flexible team player who is highly adaptable to change and open to new ideas., • Understands own unique strengths and how to best capitalize on those strengths., • Dedicated to continuous learning and improvement., • Leads and lives by example to clients and to the team., • Demonstrated ability to work successfully in an entrepreneurial, small company environment.

Job Description Job Summary The C&I Relationship Manager is responsible for originating, managing, and growing a portfolio of Commercial & Industrial (C&I) clients by providing tailored financing, deposit, and treasury solutions. This role focuses on businesses with operating lines of credit, equipment financing, working capital needs, and other C&I-related lending structures backed by real estate collateral. In addition to technical lending expertise, this officer must serve as a true advisor to business owners. The Relationship Manager must possess strong business acumen, patience, innovative thinking, and the ability to deeply understand a client’s operations and financial needs. The ideal candidate is not a "cookie cutter" banker, but a thoughtful, solutions-oriented advisor who can creatively utilize the bank’s products and confidently propose appropriate loan structures to Credit Administration. The C&I Relationship Manager will build strong, long-term client relationships, assess creditworthiness, and partner closely with internal teams to deliver comprehensive banking solutions. Essential Job Functions • Proactively develop and manage a portfolio of C&I clients, including manufacturers, distributors, professional services firms, and other operating businesses., • Originate and structure credit facilities such as working capital lines, term loans, equipment financing, and accounts receivable financing based on client needs and cash flow., • Generate new business opportunities by identifying prospects, conducting outreach, and leveraging existing relationships within the local business community., • Work with treasury managers to develop deposit relationships, cash management opportunities, and cross-sell the bank’s full suite of business banking products (e.g., treasury services, merchant services, business cards)., • Maintain accurate records of client interactions, pipeline activity, and portfolio performance., • Keep up to date with market trends, industry regulations, and competitor offerings to ensure GBC’s solutions remain competitive and relevant., • Act as a trusted advisor to clients by demonstrating patience, thoughtful listening, and the ability to understand core business operations and challenges., • Apply innovative thinking to identify customized financial solutions using the bank’s product suite., • Confidently propose well-structured loan requests to Credit Administration, supported by sound credit rationale and a strong understanding of borrower needs. Supervisory Responsibility This position has no supervisory responsibilities but may serve as a lead staff member of staff unit. Knowledge: • Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data., • Knowledge of business and management principles., • Knowledge of principles and processes for providing customer and personal services. The ability to: • Communicate information and ideas clearly so others can understand., • Apply general rules to specific problems to produce sound answers., • Listen effectively and understand information and ideas presented verbally., • Advise clients with patience, insight, and strong business understanding. Qualifications/Requirements • Bachelor Degree/Master’s Degree or equivalent., • Actively strive to increase customers' deposit business within the bank., • Demonstrated sales experience, negotiation skills, business development, portfolio management skills, accounting and/or financial acumen. Consecutive Absence Requirements Employees with Officer Titles of Vice President and above are required to be absent from their regular work duties a minimum of two (2) consecutive weeks (i.e. fourteen (14) consecutive calendar days) each calendar year. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Description At NOW CFO, we’re looking for a hands-on Controller to join our Bay Area consulting team and step into meaningful, high-impact client work from day one. This role is a great fit for Controllers who enjoy variety, autonomy, and solving real problems. You’ll work with leadership teams across a range of industries, helping them bring structure to their accounting, improve visibility into the numbers, and make better business decisions. We’re especially interested in professionals with experience in manufacturing and construction, where strong controls and operational insight really matter. As a Controller Consultant, you won’t be stuck in the same environment year after year. Each engagement is different—new challenges, new teams, and new opportunities to make an impact. You’ll act as a trusted advisor, rolling up your sleeves when needed while also providing strategic guidance to executives. This is a full-time consulting role with a hybrid schedule and competitive compensation of $150,000–$180,000, depending on experience. You’ll support clients throughout the Bay Area, and must be willing to commute between San Jose and Downtown San Francisco as needed, based on client preferences and engagement requirements. What You’ll Be Doing * Step into Controller-level leadership roles for client organizations * Own and oversee day-to-day accounting operations, including close, reporting, and compliance * Strengthen internal controls, improve audit readiness, and clean up financial processes * Manage and support core accounting functions such as A/R, A/P, GL, payroll, inventory, cost accounting, and revenue recognition * Lead accurate and timely month-end and year-end closes * Evaluate financial health and identify opportunities to improve efficiency and scalability * Partner with executives and stakeholders to provide clear, actionable financial insight * Serve as a key point of contact for auditors and external partners What Makes Someone Successful Here * Strong Controller or senior accounting leadership experience * Comfort stepping into new environments and building trust quickly * Background supporting multiple industries, with manufacturing and construction experience strongly preferred * Deep understanding of GAAP, financial reporting, and internal controls * A hands-on mindset—you’re willing to dive in, not just delegate * Clear communicator who can translate financials into insights leaders can act on * CPA is a plus, but not required * Public accounting experience is helpful, but not mandatory Why NOW CFO NOW CFO gives experienced accounting leaders the opportunity to do what they do best—solve problems, lead teams, and drive results—without being tied to a single company or industry. If you enjoy meaningful client work, flexibility, and the chance to make a real impact across multiple organizations, this role was built for you. #ZR #IND2

Job Description Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution. RESPONSIBILITIES: • Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy., • Perform annual oversight of trust tax reporting., • Assist with the development of business in the market you serve., • Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources., • Minimum of 5 years related experience in trust administration, estate planning and/or finance., • Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation preferred, • Trust, legal or accounting experience (corporate trustee preferred), • Knowledge of estate planning concepts, • The ability to network and have a strong connection to the community you serve, • Strong relationship building/networking skills that gains trust and confidence, • Solid problem solving abilities, • Outstanding verbal and written communication skills, • Flexibility & ability to work in an environment that is continually evolving

We are looking for a client-centred Investment Advisor to join our growing advisory team. Meet with clients to understand their financial goals, risk tolerance, investment horizon, tax and estate considerations, and overall financial situation. Develop tailored financial plans and multi-asset portfo

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

Bank Of America Financial Advisor. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. This includes our commitment to being an inclusive

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

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

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor_24007333). Merrill's financial advisors hel

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and fin

Lateral-US/job/San-Jose/Financial-Solutions-Advisor--San-Jose-Area_26000676-1). Financial Solutions Advisor- San Jose Area. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial a

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

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale. Expanding your practice with access to our Wealth, Advisory, and Insurance platforms.

Lateral-US/job/San-Jose/Financial-Solutions-Advisor--San-Jose-Area_26000676-1). Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Financ

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

Financial Solutions Advisor- San Jose Area. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage produ

Meet with clients to understand their financial goals, risk tolerance, investment horizon, tax and estate considerations, and overall financial situation. We are looking for a client-centred Investment Advisor to join our growing advisory team. Develop tailored financial plans and multi-asset portfo

Financial Solutions Advisor- Silicon Valley Area. Lateral-US/job/US---CA---Cupertino---1-Apple-Park-Way---Apple-Park-CA3218/Financial-Solutions-Advisor--Silicon-Valley-Area_26000675-2). Key responsibilities include triaging client leads, making referrals to business partners based on client needs an

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Financial Solutions Advisor - Silicon V

Lateral-US/job/San-Jose/Financial-Solutions-Advisor--Capitol-Berryessa-Financial-Center_25046088-2). Financial Solutions Advisor- Capitol-Berryessa Financial Center. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds,

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

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

Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Analyzes the client's financial needs and applies knowledge of borrowing and banking to re

Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with finan

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

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