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Job DescriptionDescription: POSITION: Client Relations Representative Location: Fort Lauderdale, FL Job Type: Full-time FLSA Classification: Non-Exempt Who We Are At Retirement Income Source, a Sound Income Group Company, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. Travel is a requirement of the role. Key Responsibilities • Greet and engage clients and prospects professionally in-person, on the phone, and via email., • Coordinate onboarding for new clients and prepare materials for Advisor meetings., • Manage and optimize advisor calendars to ensure efficiency., • Respond to inquiries or route to the appropriate team member., • Maintain a professional and welcoming reception and meeting space., • Ensure all client and prospect information is handled confidentially and in compliance with policies., • Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments., • Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral., • Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations., • Make sufficient outbound calls each week to secure a minimum of 10 first-time kept advisor appointments., • Maintain consistent follow-up until leads are scheduled, declined, or disqualified., • Reactivate dormant leads and no-shows with targeted outreach., • Track and report on metrics: outreach activity, appointments set, show rates, and conversions., • Log all activity and lead status updates in CRM on the same day.Requirements: Must-Have Qualifications Industry Experience & Skills • 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion, • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment, • High school diploma required; associate or bachelor’s degree is preferred but not required, • Proven sales experience with a consistent track record of meeting or exceeding goals, • CRM experience and proficiency in Microsoft Office Suite., • Proficiency in calendar management, ensuring advisor schedules are well-organized.Physical & Work Environment Requirements, • Willing to travel up to 50%, including overnight trips or Saturday coverage for seminars and events., • Must be authorized to work in the U.S. without sponsorship., • Office-based role with routine use of telephone and email., • 100% employer-covered medical benefits and HRA account, • Dental & vision plans, • Short and long-term disability insurance, • PTO + 10 NYSE company holidays per year, • 401K with company match program, • Free onsite parking Sound Income Group is an E-Verify employer. Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.

Job Description About the Role We are seeking an experienced Senior Manager to join our Business Valuation & Forensic Accounting practice, supporting engagements involving complex valuation analyses, litigation support, financial investigations, and expert advisory services. This role combines deep technical accounting, strong analytical proficiency, and high-touch client interaction. The Senior Manager will lead multiple concurrent engagements, manage project teams, deliver expert-level work product, and serve as a strategic advisor to clients, attorneys, and internal stakeholders. Key Responsibilities Business Valuation * Lead and oversee valuations of businesses, equity interests, intangible assets, and financial instruments for purposes such as: * M&A / transaction support * Fair value (ASC 820, ASC 805) * Purchase price allocations * Impairment testing * ESOP valuations * Tax-related valuations (409A, gift/estate, etc.) * Develop and review complex financial models utilizing income, market, and cost approaches. * Prepare defensible valuation reports and presentations for internal and external audiences. * Coordinate with audit teams, tax advisors, attorneys, and executives to ensure alignment on valuation approaches and assumptions. Forensic Accounting & Investigations * Lead forensic investigations involving: * Financial statement manipulation * Fraudulent schemes / asset misappropriation * Earnings management * Compliance breaches * Internal control weaknesses * Perform detailed analyses of financial records, bank statements, contracts, and electronic data. * Prepare findings for litigation, arbitration, mediation, and regulatory matters. * Work closely with legal counsel to support expert testimony, discovery, and evidence review. Client Advisory & Engagement Leadership * Serve as the primary point of contact for clients, attorneys, and executives throughout engagements. * Scope, price, and staff engagements, ensuring on-time and high-quality deliverables. * Present complex valuation and forensic findings to senior stakeholders with clarity and confidence. * Coach, mentor, and oversee staff, seniors, and managers on technical and professional development. Practice Development * Support business development efforts, including proposal writing, pitch meetings, networking events, and thought leadership. * Identify opportunities to expand client relationships and cross-sell complementary advisory services. * Contribute to the development of internal methodologies, best practices, and training programs. Qualifications * Bachelor's degree in Accounting, Finance, Economics, or related field; Master's preferred. * CPA, CFA, ASA, ABV, CFE, or CVA strongly preferred (multiple credentials a plus). * 8–12+ years of experience in valuation, forensic accounting, litigation support, or financial advisory. * Deep knowledge of U.S. GAAP, fair value standards, and valuation principles. * Demonstrated expertise building and reviewing highly complex valuation models. * Strong understanding of litigation processes, discovery, and evidentiary standards. * Exceptional communication, report writing, and stakeholder management skills. * Proven leadership ability with a track record of managing teams and multiple concurrent engagements. * Experience with business development or client-facing advisory work is highly desirable. Preferred Skills * Experience with valuation tools and platforms (e.g., Capital IQ, PitchBook, Bloomberg). * Familiarity with forensic software such as IDEA, ACL, or data analytics platforms. * Strong Excel and financial modeling capabilities. * Ability to translate complex data into clear, actionable recommendations.

Job DescriptionDescription: POSITION: Director, Digital Marketing Location: Fort Lauderdale – HQ FLSA Classification: Exempt Who We Are At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary The Director of Digital Marketing leads the strategy, execution, and optimization of Sound Income Group’s digital presence while supporting the advisor network through scalable systems and campaigns. This role blends strategic leadership and hands-on management to drive brand growth, engagement, and measurable results in full compliance with SEC and industry standards. Key Responsibilities Strategic Planning and Execution • Develop and execute comprehensive digital marketing strategies across social media, email, search, and paid platforms that align with agency and client objectives., • Ensure all campaigns meet compliance requirements for financial and retirement communication, tailoring messaging to the target demographic., • Lead, motivate, and mentor a digital team of 6–10 professionals, promoting efficiency, collaboration, and accountability., • Oversee daily workflows and performance using platforms such as ClickUp and Figma., • Serve as the primary contact for clients, building strong relationships with financial advisors and their teams., • Communicate strategy, progress, and results clearly and professionally, providing proactive recommendations backed by data., • Manage department and campaign budgets, allocating resources effectively for maximum ROI., • Utilize analytics tools to track and interpret campaign performance, identify insights, and optimize outcomes., • Drive conversion rate optimization (CRO) and funnel performance through data-driven testing and analysis., • Apply digital attribution modeling to evaluate campaign effectiveness and measure revenue contribution across channels., • Leverage marketing automation platforms to enhance lead nurturing, customer engagement, and operational efficiency., • Champion a results-driven and transparent culture where performance data drives decision-making and improvement., • Promote accountability through clear expectations and by modeling professional ownership of successes and challenges., • Support a collaborative atmosphere that values initiative, problem-solving, and team morale.Requirements: Must-Have Qualifications Background and Education: • Bachelor’s degree in marketing, business, or related field (preferred, not required), • 5–10 years of digital marketing experience, ideally within the financial or retirement industry, or in an agency serving financial clients., • Proven ability to manage teams and delegate effectively in a high-performance environment., • Strong understanding of compliance and regulatory standards affecting financial marketing campaigns., • Demonstrated analytical mindset with ability to interpret data and translate findings into strategic action., • Excellent communication and presentation skills, with professionalism and confidence in client-facing settings., • Proficiency in Microsoft Office, content management systems, Click Up, and Figma; Adobe Creative Suite experience preferred., • Experience managing paid media across major platforms, particularly Meta Ads.Physical & Work Environment Requirements, • Ability to work for extended periods at a desk using a computer., • Ability to lift up to 10 pounds if/when necessary., • Routine use of telephone and email., • 100% employer-covered medical benefits and HRA account, • Dental & vision plans, • Generous PTO + 10 NYSE company holidays per year, • 401K with company match program, • Free onsite parking, • Company-provided laptop and required technology, • Access to on-site gym (free of charge), • Weekly vehicle detailing (at additional cost)

Job Description About BrightStar: As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union focusing on educators, we expanded to serve 23 counties across Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to creating a diverse and inclusive work environment where everyone has a chance to succeed and a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. What we offer: • Medical, Dental, and Vision, • 401K Plan with Matching, • Tuition Reimbursement Program, • Supplemental Benefits, • Engagement Area, • Wellness Studio & Gym, • Company Paid Life Insurance, • Health Savings Account with Company Contributions About the Role: BrightStar Credit Union is a member-focused financial institution committed to empowering communities through ethical and innovative financial services. As we expand our outreach to the education sector—including K-12 schools, colleges, universities, and education-focused nonprofits- we are seeking a strategic and driven Business Development Specialist to lead growth initiatives in this space. Role Summary: This role is responsible for developing and executing a business development strategy focused on the education segment. The ideal candidate will identify new opportunities, build strategic relationships, and drive measurable growth in membership, product adoption, and brand visibility. This position reports to the Marketing department and works cross-functionally with Operations, Lending, and Community Engagement teams. Key Responsibilities • Develop and implement a strategic business development plan targeting the education sector, • Identify and pursue new partnership opportunities with educational institutions and related organizations, • Build and maintain a robust pipeline of prospects and strategic partners, • Lead outreach efforts, including presentations, networking, and relationship management, • Collaborate with Marketing to design and execute campaigns tailored to the education audience, • Track performance metrics including lead generation, conversion rates, and revenue impact, • Represent the credit union at community and education-related events, conferences, and tabling events, • Provide market intelligence and feedback to inform stakeholders and develop a marketing strategy, • Ensure seamless onboarding and engagement of new partners and members Performance & Incentives • Sales incentive program tied to key performance indicators such as:, • New member acquisition, • Product penetration (loans, accounts, services), • Strategic partnership development, • Event-driven lead generation, • Quarterly performance reviews and bonus eligibility based on growth targets Qualifications • Bachelor's degree in business, Marketing, Education, or related field, • 3–5 years of experience in business development, sales, or strategic partnerships, • Proven track record of driving growth through relationship-based selling, • Strong understanding of the education ecosystem and its financial needs, • Excellent communication, negotiation, and presentation skills, • Ability to work independently and manage multiple priorities, • CRM proficiency and data-driven decision-making mindset Preferred Skills • Experience in financial services, credit unions, or nonprofit sectors, • Existing network within local or regional education communities, • Bilingual (Spanish or other languages) a plus Compliance: Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department. • In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department., • Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, OFAC, Fair Lending, and Credit Card Act. Work Environment: The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace

Job Description Sr. Category Manager – External Talent Our client is seeking a Sr. Category Manager to join their company for a 1-year contract position. The ideal candidate will have experience running or leading large-scale contingent workforce programs, ideally in a technical or consulting environment. • Location: Remote, • Compensation: This job is expected to pay about $80-86/hr W2 plus benefits, • Lead an enterprise-wide External Talent category encompassing hundreds of suppliers across non-technical contingent workers and advisor engagements., • Develop and execute a comprehensive category strategy that drives financial value, ensures policy and regulatory compliance, and supports broader business goals., • Define the long-term strategic direction for the External Worker and Advisor categories through forward-looking planning and market insights., • Build and maintain strong partnerships with business leaders, procurement, HR, and top-tier/niche external workforce suppliers., • Drive innovation and efficiency in how external workers and advisors are sourced, managed, and engaged across the organization., • Identify and act on opportunities to rationalize the supplier landscape, consolidate spend, and strengthen strategic supplier relationships., • Optimize cost, quality, and performance by improving contract structures, rate management, and risk mitigation processes., • Ensure invoice accuracy and audit readiness through disciplined supplier governance and compliance oversight., • Bachelor’s degree required; advanced degree (e.g., MBA, PhD) or equivalent practical experience strongly preferred., • 7 years of experience in sourcing, category management, procurement, or consulting, with a strong track record of delivering business value., • Proven experience in managing a large global contingent workforce program is preferred, • Proven ability to assess complex problems, synthesize insights, and drive data-backed decisions. Skilled in creating and interpreting analytical outputs, including Excel models and category performance reports., • Outstanding written and verbal communication skills, with the ability to tailor messages to a variety of audiences and seniority levels. Comfortable presenting to and influencing senior stakeholders. Irvine Technology Corporation (ITC) is a leading provider of technology and staffing solutions for IT, Security, Engineering, and Interactive Design disciplines servicing startups to enterprise clients, nationally. We pride ourselves in the ability to introduce you to our intimate network of business and technology leaders – bringing you opportunity coupled with personal growth, and professional development! Join us. Let us catapult your career! Irvine Technology Corporation provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Irvine Technology Corporation complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.

Job Description A leading Financial Services firm in the Fort Lauderdale area is looking to add a Recruiting Director to thier team You must be able to logically commute Fort Lauderdale, FL This new team member will be responsible for the following: • Recruiting Experienced Financial Advisors for both existing Advisory Firms and Advisor Acquisitions, • Use phone calls, Indeed, LinkedIn, and other platforms to source candidates Phone and Virtual Face to Face skills are necessary for success! Qualifications: • Very strong sales acumen, • Strong communication skills, • Outgoing personality, • Exceptional organizational skills, • Strong follow through habits, • Cold calling experience, • Proficient in Microsoft Suite, • Ability to learn technology platforms easily, • Ability to collaborate with others, • Ability to be self-directed, • Detail-oriented—quality and precision-focused, • Aggressive—competitive and growth-oriented, • Outcome-oriented—results-focused with strong performance culture, • Stable—traditional, stable, strong processes, • People-oriented—supportive and fairness-focused, • Salary, • Bonus pay