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Join our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment! ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Tallahassee, FL! • Elevate your sales skills: Demonstrate the latest innovations in Sony home cinema entertainment!, • Experience-Driven Earnings: Pay range is $18.00 - $20.00 per hour, • Weekend Warrior: 20 hours per week; Fridays 3pm-8pm and Saturdays & Sundays 11am-7pm, • Quarterly sales bonuses: Hit those targets and enjoy the rewards!, • W2 employment: Weekly pay, direct deposit - no fuss!, • Paid training: Master Sony products like a pro!, • 401(k) retirement savings plan with company match: Secure your financial future!, • Paid time off: Take a break and recharge!, • Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology, • Help customers: Provide effective engagement strategies and expert recommendations on home theater gear!, • Close sales and achieve weekly sales goals: Proactively overcome customer objections like a sales superhero!, • Educate and train store personnel: Equip them with Sony knowledge so they can share it confidently!, • Post-Shift Reporting: Complete surveys with pictures to communicate feedback, • Sales Savvy: Bring your previous sales experience to the table!, • Energized communicator: Channel your high energy into building strong relationships!, • Reliable transportation: You will be commuting to a local Best Buy store, • Strength and stamina: Ability to lift up to 30 lbs. and stand for extended periods of time, • Tech-ready: Your smart device will handle reporting duties. We are an equal employment opportunity employer #SONYREPAPP

Job DescriptionDescription: Position Summary Reporting directly to and working closely with the President/CEO, the Chief Operating Officer (COO) serves as a trusted member of the Museum's leadership team. Under authority delegated by the President/CEO, the COO provides leadership and oversight of financial and accounting operations, human resources, administration, facilities and grounds, security, information technology, risk management, visitor services, and vendor relations. The COO helps translate the President/CEO's direction and organizational priorities into action; ensures that budgets, staffing, programs, and operations are grounded in realistic revenues and available financial resources; and works with department managers to set clear expectations, monitor performance, promote accountability, and ensure timely follow-through. The COO provides candid, well-supported advice; maintains appropriate confidentiality; keeps the President/CEO fully informed of significant matters; and supports accurate communication and consistent implementation of decisions made by the President/CEO and the Board of Trustees. Essential Duties and ResponsibilitiesFinancial and Accounting Management · Provide hands-on leadership for the Museum's accounting and financial operations, including cash management, accounts payable and receivable, payroll coordination, general ledger oversight, reconciliations, financial reporting, audit preparation, internal controls, and compliance. · Develop annual operating and capital budgets and financial forecasts in partnership with the President/CEO and department managers, using credible revenue assumptions, historical performance, current conditions, and available resources. · Monitor actual performance against budget; analyze revenue, expenses, cash flow, and departmental variances; and promptly advise the President/CEO of significant issues, emerging risks, and recommended corrective actions. · Ensure that staffing levels, programs, purchasing, and operating commitments remain financially sustainable and appropriately scaled to realistic revenues and available financial resources. · Prepare accurate and timely financial information for the President/CEO, the management team, the Finance Committee, the Audit Committee, and the Board of Trustees, as directed by the President/CEO. · Coordinate the annual independent audit, tax filings, grant-related financial reporting, insurance matters, and other institutional assurance activities. · Maintain effective internal controls, records-retention practices, contract administration, and ethics and conflict-of-interest procedures under the oversight of the President/CEO and the applicable Board committees. Human Resources and Staff Performance · Provide hands-on leadership in recruitment, onboarding, compensation administration, employee benefits, employee relations, policy compliance, training, performance management, corrective action, and separation processes, in consultation with and subject to the authority and approval of the President/CEO. · Ensure that HR policies and practices are fair, consistently applied, properly documented, legally compliant, and aligned with the Museum's operational needs and resources. · Work with managers to establish clear responsibilities, measurable objectives, and standards for conduct and performance; monitor results; and ensure timely, meaningful, and documented evaluations. · Identify performance or conduct deficiencies and recommend to the President/CEO appropriate coaching, professional development, corrective action, reassignment, or separation. · Promote constructive communication and teamwork while maintaining organizational unity, appropriate professional boundaries, established reporting relationships, and accountability for decisions and their results. Operations and Administration · Coordinate daily administrative and operational activities to support safe, efficient, reliable, and visitor-focused museum operations. · Provide leadership and oversight of facilities and grounds, security, visitor services, risk management, information technology, property management, vendor relationships, and contracted service providers. · Develop, implement, evaluate, and improve administrative policies, procedures, workflows, and systems in collaboration with the President/CEO and relevant managers. · Review departmental functions, priorities, staffing, and processes to improve efficiency, service, accountability, and alignment with Museum policies, nonprofit best practices, and applicable AAM accreditation standards. · Review and monitor contracts, agreements, purchasing activities, and other administrative commitments within delegated authority, ensuring required approvals are obtained before any commitments are made. · Coordinate legal matters with the President/CEO and legal counsel, and ensure the timely implementation of legal guidance and compliance requirements. Executive Leadership, Communication, and Governance · Serve as a trusted advisor to the President/CEO, providing candid, timely, and well-supported analysis and recommendations, while recognizing that final executive authority rests with the President/CEO, subject to the Board of Trustees' authority. · Keep the President/CEO fully and promptly informed of significant operational, financial, personnel, legal, donor, reputational, and governance matters, and obtain approval before acting outside delegated authority. · Maintain the confidentiality of personnel, financial, legal, donor, executive, and Board matters, and share confidential information only with individuals authorized to receive it. · Accurately communicate and consistently support the implementation of decisions made by the President/CEO and the Board once those decisions are final, while ensuring that staff have appropriate opportunities to raise questions and concerns through established channels. · Collaborate with the President/CEO's direct reports and other managers to advance institutional priorities without disrupting established supervisory relationships unless specifically authorized by the President/CEO. · Contribute to strategic and operational planning to strengthen organizational infrastructure, financial sustainability, leadership continuity, and community impact. · Attend Board and committee meetings and serve as liaison to the Finance Committee, Audit Committee, or other Board committees only as directed by and in coordination with the President/CEO. · Perform other related duties as assigned by the President/CEO. Supervisory Responsibilities Directly supervises accounting staff, the Facilities Manager, the Visitor Services Manager, and other positions assigned by the President/CEO. Provides operational coordination, coaching, and performance support to other managers within delegated authority and in coordination with the President/CEO. Requirements: Required Qualifications · Bachelor's degree in accounting, finance, business administration, nonprofit management, or a related field, with at least five years of progressively responsible experience in nonprofit administration and organizational operations, or an equivalent combination of education and experience. · Strong, hands-on experience in accounting and financial management, including budgeting, forecasting, cash flow management, financial reporting, audit preparation, and internal controls. · Strong, hands-on experience in human resources, staff supervision, performance management, employee relations, policy administration, and corrective action. · Demonstrated ability to develop realistic budgets, evaluate financial and operational trade-offs, and align staffing and operations with available resources. · Demonstrated proficiency with QuickBooks for nonprofit accounting and financial management is required. · Experience managing confidential and sensitive information with sound judgment, integrity, and discretion. · Ability to interpret and apply applicable laws, regulations, contracts, policies, and procedures, and to communicate requirements clearly and consistently. · Strong analytical, organizational, written, verbal, and interpersonal communication skills. · Demonstrated ability to lead through accountability, collaboration, sound judgment, and timely follow-up. · Valid Florida driver's license and a safe driving record, or the ability to obtain them within a reasonable period after hire. Preferred Qualifications · Advanced degree in accounting, finance, business administration, nonprofit management, or a related field, or a relevant professional certification such as CPA. · Knowledge of or experience with museum management and constituent relationship management systems, preferably Blackbaud Altru. · Experience in a museum, cultural institution, zoo, educational organization, or another visitor-serving nonprofit. · Experience with nonprofit boards and finance or audit committees. Knowledge, Skills, and Abilities · Working knowledge of nonprofit accounting principles, GAAP, accrual budgeting, internal controls, audit requirements, grants compliance, risk management, human resources practices, and nonprofit governance. · Ability to define problems, gather and evaluate relevant information, identify practical options, make sound recommendations, and implement decisions accurately and consistently. · Ability to establish credibility with managers and staff while maintaining appropriate accountability, professional boundaries, confidentiality, and respect for established authority. · Demonstrated proficiency with business and administrative technology systems, including accounting, payroll, human resources, constituent relationship management, website administration, and other cloud-based applications. The individual must be comfortable learning new systems, resolving routine operational issues, supporting staff in their use, and coordinating effectively with the Museum's external information technology provider, external website manager, software vendors, and other technical service providers as needed. · Commitment to and curiosity about the Tallahassee Museum's mission and the communities it serves. Physical Demands and Work Environment The position is primarily office-based and requires regular use of a computer and other office equipment, frequent communication with employees and external parties, and movement across the Museum's 52-acre campus. The employee may occasionally work outdoors, attend evening or weekend activities, and encounter variable weather, moderate noise, uneven terrain, and facilities or animal-care environments. The employee must be able to perform the essential functions of the position, with or without reasonable accommodation. General Statement This job description summarizes the principal duties and qualifications of the position and is not intended to be exhaustive. Responsibilities may be modified or reassigned by the President/CEO based on the Museum's needs.

Job Description Purvis Gray is currently seeking an experienced Audit Senior Manager to join our growing Assurance Services practice. This leadership role is ideal for professionals who enjoy client interaction, managing complex engagements, and mentoring rising talent. As a Senior Manager, you'll play a critical role in delivering exceptional audit services, supporting internal team development, and growing key client relationships across a variety of industries—including government, nonprofit, healthcare, and more.Since 1946, we’ve expanded throughout Florida without mergers, acquisitions, or losing the personal approach we bring to every engagement. We value independence, deep relationships, and a firm culture that’s committed to growing from within. What You'll Do • Lead and manage complex audit engagements from planning through delivery, • Serve as a strategic advisor and relationship manager for key clients, including municipalities, nonprofits, and private entities, • Oversee audit planning, risk assessment, execution, and reporting for multiple concurrent engagements, • Review and finalize financial statements, internal control documentation, and audit deliverables, • Lead engagement budgeting, billing, and workflow coordination, • Supervise, mentor, and evaluate performance of staff, seniors, and managers, • Present financial reports and audit findings to client boards, audit committees, and leadership teams, • Collaborate with partners and firm leadership on engagement quality, innovation, and practice development, • Stay current on accounting and auditing standards (U.S. GAAP, GAAS, GAGAS) and help guide staff trainingQualifications, • Bachelor’s degree in Accounting (required), • Active CPA license (required), • Minimum of 6 years of recent public accounting audit experience, • Demonstrated success managing complex client relationships and multiple concurrent engagements, • Strong technical knowledge of U.S. GAAP, GAAS, and government/nonprofit audit standards, • Excellent verbal and written communication skills, • Proven leadership and team development capabilities, • Proficiency in Microsoft Office and audit software (Caseware, ProSystem fx, or similar), • Ability to travel to client sites as neededPreferred Experience, • Experience with audits of government entities, utility districts, or nonprofit organizations, hospitality, construction and real estate, • Familiarity with Uniform Guidance (Single Audit) engagements, • Comfort presenting financials and audit reports to boards and audit committees, • Track record of mentorship, staff development, and training leadership

Job Description Administrative Assistant Retirement Processor Location: Tallahassee, FL (Near I-10 & Thomasville HWY) Schedule: Five days per week, 8:00 a.m.–5:00 p.m., in-office; no hybrid options Starting annual salary: $45,000–$48,000 Overview: Ready to join a growing investment advisory group where your attention to detail and commitment to client service make a difference? Our client in Tallahassee, FL, is seeking an Administrative Assistant / Retirement Processor to support a busy team of financial advisors and help clients take important steps toward retirement. If you enjoy keeping things organized, solving problems, and being someone your team can count on, this opportunity offers a meaningful role with competitive benefits and a 6% 401(k) match. Required qualifications • 3+ years of customer service experience in professional office environment, • High school diploma required; BA or BS preferred, • Proficiency in Microsoft Office Suite & tech savvy to learn new programs easily, • Excellent written and verbal communication skills is a must, • Ability to adhere to a strict confidentiality agreement, • Highly prefer someone who gas previous experience in finance/accounting/investment industry Duties and responsibilities • Process incoming retirement paperwork for advisors who are not assigned to an Advisor Assistant., • Review paperwork, identify potential issues and resolve them before submitting to vendors., • Coordinate with vendors and universities to process retirement elections and changes promptly., • Maintain vendor and broker-dealer forms and packets for advisor and office use., • Prepare contribution reports and distribute them to advisors., • Process agency and advisor licensing and contracting, and maintain related records., • Assist with compliance questions through the broker-dealer and maintain records., • Prepare TSA reports for the broker-dealer., • Comply with applicable federal, state and insurance regulations related to the position., • Respond to customer service needs, provide front desk backup as needed and perform other assigned administrative duties. Ideal candidate Detail-oriented problem-solver who enjoys providing back-office support to a busy and growing sales force. Benefits 401(k) with a 6% employer match; health, dental and vision coverage; HSA and FSA options; paid holidays; and PTO.

Job Description Purvis Gray is currently seeking an experienced Audit Senior Manager to join our growing Assurance Services practice. This leadership role is ideal for professionals who enjoy client interaction, managing complex engagements, and mentoring rising talent. As a Senior Manager, you'll play a critical role in delivering exceptional audit services, supporting internal team development, and growing key client relationships across a variety of industries—including government, nonprofit, healthcare, and more. Since 1946, we’ve expanded throughout Florida without mergers, acquisitions, or losing the personal approach we bring to every engagement. We value independence, deep relationships, and a firm culture that’s committed to growing from within. What You'll Do • Lead and manage complex audit engagements from planning through delivery, • Serve as a strategic advisor and relationship manager for key clients, including municipalities, nonprofits, and private entities, • Oversee audit planning, risk assessment, execution, and reporting for multiple concurrent engagements, • Review and finalize financial statements, internal control documentation, and audit deliverables, • Lead engagement budgeting, billing, and workflow coordination, • Supervise, mentor, and evaluate performance of staff, seniors, and managers, • Present financial reports and audit findings to client boards, audit committees, and leadership teams, • Collaborate with partners and firm leadership on engagement quality, innovation, and practice development, • Stay current on accounting and auditing standards (U.S. GAAP, GAAS, GAGAS) and help guide staff trainingQualifications, • Bachelor’s degree in Accounting (required), • Minimum of 4 years of recent public accounting audit experience, • Demonstrated success managing complex client relationships and multiple concurrent engagements, • Strong technical knowledge of U.S. GAAP, GAAS, and government/nonprofit audit standards, • Excellent verbal and written communication skills, • Proven leadership and team development capabilities, • Proficiency in Microsoft Office and audit software (Caseware, ProSystem fx, or similar), • Ability to travel to client sites as needed Preferred Experience • Experience with audits of government entities, utility districts, or nonprofit organizations, hospitality, construction and real estate, • Familiarity with Uniform Guidance (Single Audit) engagements, • Active CPA license, • Comfort presenting financials and audit reports to boards and audit committees, • Track record of mentorship, staff development, and training leadership

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 122,000 colleagues serve people in more than 160 countries. Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and your family, be your true self, and live a full life. You’ll also have access to: • Career development with an international company where you can grow the career you dream of., • Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year., • An excellent retirement savings plan with a high employer contribution., • Tuition reimbursement, the student debt program, and education benefit - an affordable and convenient path to getting a bachelor’s degree., • A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune., • A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists. The Opportunity At Abbott Molecular, we realize the potential of personalized care as the laboratory’s most trusted and preferred source for molecular diagnostic solutions. We are a division of Abbott Laboratories, a global, diversified healthcare innovator with a legacy of pioneering work in medical diagnostics. Abbott Molecular currently has an opportunity for an Enterprise Account Manager. The Enterprise Account Executive position sells the entire AMD product line to large; complex strategic named accounts and/or strategic named prospect accounts. This role is the guardian of the strategic customer relationship and is focused on retention; penetration and net new customer selling. Territory • This is a remote field-based position., • This territory will cover the states of Florida, Alabama, and Louisiana., • The ideal candidates would be based in Florida metro, preferable Orlando or Miami., • Must be able to travel up to 70%, will include overnights. What You’ll Work On • Responsible for driving profitable revenue and closing opportunities within strategic named accounts by initiating; developing and/or delivering unique solutions that result in improved customer outcomes and benefits, • Investigates and understands the strategic account and their business environment including goals; objectives; strategies and competitive situation., • Identifies industry trends and changing market regulations and understands impact on strategic account., • Establishing and building senior level relationships and leveraging them in driving new profitable sales and protecting base business, • Understanding and assessing customers’ business objectives; strategies and; therefore, requirements, • Leading an internal ‘selling team’ (territory sales representative; specialists; others) to maximize growth, • Overall account management including detailed account planning and sales forecasting., • Maintains a detailed understanding of customer decision makers and influencers; builds and preserves customer relationships to leverage in driving new sales and protecting base business., • Identifies opportunities or acts upon previously identified opportunities to prepare and deliver account-specific Abbott value proposition resulting in positive action., • Understands; analyzes and accurately interprets key financial performance indicators for strategic accounts and how Abbott’s solutions will impact targeted financial objectives., • Negotiates contracts resulting in long-term commitments., • Provides leadership and direction regarding all Abbott interactions with strategic accounts, acts as a trusted advisor to the customer., • Integrates information from ongoing business analysis and assessment into a multi-year plan and leads through persuasion and personal influence an internal ‘selling’ team to develop an actionable account strategy with short-term tactics to achieve desired results., • Coordinates all appropriate Abbott resources to execute the strategic account plan including assigning roles; expectations; responsibilities and timelines; engages members of the team through ongoing communication; tactical planning and execution., • Acts as an internal advocate for the customer; cultivates Abbott internal relationships and leverages to drive business objectives. Required Qualifications • Bachelor's Degree, • 3-5+ years’ experience in enterprise account sales in the Diagnostics or Medical Device industry is required. Preferred Qualifications • Ability to examine business environment and develop/execute in response to market opportunities., • Cross-functional team leadership experience required., • Strong internal and external networking skills., • Excellent presentation and demonstration skills., • Strong personal skills to develop and enhance long-term relationships., • Advanced analytical and communication skills., • Able to manage multiple tasks and have excellent organizational skills., • Strong computer skills., • Broad knowledge of general laboratory practices. _ Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives: _ Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at , on LinkedIn at , and on Facebook at _. The base pay for this position is $113,300.00 – $226,700.00. In specific locations, the pay range may vary from the range posted.

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of industries? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. Responsibilities will include: • Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements., • Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy., • Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates., • Managing engagement workflow, engagement team resources, and engagement billing., • Providing leadership, counseling, and career guidance for the development and motivation of the engagement team. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Qualifications Required: • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week, • Bachelor's degree in accounting, finance, or related field, • Limited immigration sponsorship may be available, • 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research, • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve, • One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP), • Preferred: Advanced degree such as Masters of Tax, JD, and/or LLM Solid understanding with accounting for income taxes in accordance to ASC740 Previous Big 4 or large CPA firm experience Strong management experience Excellent research and writing skills Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000 You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

Pay: $110,000.00 - $130,000.00 per year Why This Is a Great Opportunity • Join a respected public accounting team in a high-impact leadership role with a defined path to equity partnership in approximately 2 to 3 years, • Build trusted, long-term relationships with business owners and executives while serving as a true strategic advisor, • Lead a diverse mix of audit, review, compilation, financial reporting, advisory, and consulting engagements, • Work closely with firm leadership and have meaningful influence on clients, staff development, and the future growth of the practice, • Mentor talented professionals while expanding your own leadership, client management, and business development experience, • Enjoy the stability of an established firm with the opportunity to shape your long-term career and ownership path Location Grand Rapids, Michigan. This is primarily an on-site leadership opportunity, with hybrid flexibility considered for the right candidate. Fully remote arrangements are not available. Note An active CPA license is required. Candidates should bring approximately 8 years of progressive accounting and financial leadership experience, including meaningful public accounting experience and a strong background in assurance engagements, client relationships, and team leadership. About Us We are an established West Michigan accounting and advisory firm serving privately held businesses, professionals, organizations, and their owners with assurance, tax, consulting, and strategic financial services. Our team values long-term client relationships, technical excellence, practical business advice, and a collaborative approach to serving clients. Confidential Employer. Job Description • Lead audit, review, compilation, and other assurance engagements from planning through completion, • Serve as a primary client relationship manager and trusted advisor to business owners and leadership teams, • Review financial statements, engagement workpapers, and reporting for quality, accuracy, and compliance, • Advise clients on financial reporting, internal controls, budgeting, forecasting, cash flow, operations, and business planning, • Provide guidance on U.S. GAAP and professional accounting standards, • Support tax planning and client tax consultation when appropriate, • Manage multiple engagements, priorities, deadlines, and client expectations, • Coach, mentor, and develop accounting professionals, • Help transition and expand client relationships while contributing to business development, • Partner with firm leadership on succession planning, ownership transitions, acquisitions, and other strategic client needs Qualifications • Bachelor’s or master’s degree in accounting, • Active CPA license required, • 8 years of progressive accounting and financial leadership experience, • Meaningful public accounting experience with audit, review, compilation, tax, and/or advisory exposure, • Strong knowledge of U.S. GAAP and professional standards, • Proven client relationship, engagement management, and leadership skills, • Experience with privately held businesses and employee benefit plans preferred, • Ability to mentor staff and confidently advise business owners and senior leaders Why You Will Love Working Here This is an opportunity to move beyond simply managing engagements and become an influential leader with a genuine path to ownership. You will work directly with clients, partners, and developing professionals while helping shape relationships and decisions that have long-term impact. If you are looking for meaningful leadership responsibility, strong client interaction, professional autonomy, and the opportunity to progress toward equity partnership, this role offers an uncommon next step in public accounting. JPC-2124 Benefits: • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Retirement plan

We are seeking an experienced Senior AWS Migrations Engineer to work alongside AWS Professional Services (ProServe) teams on a major enterprise-wide initiative to migrate and modernize a complex portfolio of legacy on-premises applications to AWS for a leading financial services institution. This is a highly technical, hands-on position in which you will work directly with application development teams as a dedicated cloud architecture advisor and migration engineer, providing end-to-end guidance on transitioning complex, high-throughput financial applications and databases to AWS. The ideal candidate brings 10+ years of technical experience, extensive hands-on AWS migration expertise, strong cloud architecture skills, and advanced proficiency with Infrastructure as Code (IaC), AWS CDK, and cloud automation. Role Details • Client: AWS Professional Services (ProServe), supporting large enterprise customers, primarily in financial services, • Employment Type: Full-time, permanent position (not contract; C2C and subcontracting arrangements are not considered), • Location: 100% Remote – United States, • Work Authorization: U.S. citizens or Green Card holders only; no current or future visa sponsorship, • Engagement: Long-term enterprise initiatives (12+ months), • Compliance: Certain financial services clients may require disclosure, transfer, or closure of personal trading and brokerage accounts to comply with trading policies Key Responsibilities • Application Assessment & Migration Strategy: Partner directly with application development teams to assess legacy architectures, map application dependencies, and determine appropriate migration approaches, including rehosting, replatforming, and refactoring., • Hands-on AWS Migrations: Execute complex migrations of enterprise applications, databases, and data flows from on-premises data centers to AWS, minimizing downtime and maintaining data integrity., • Cloud Architecture: Design secure, scalable, highly available AWS architectures optimized for demanding financial services applications, including high-throughput and latency-sensitive workloads., • Migration Execution & Cutover: Lead migration planning, technical cutovers, validation, troubleshooting, and post-migration performance optimization., • Database Migrations: Migrate enterprise databases to AWS-managed services, including Amazon RDS and Aurora, leveraging AWS DMS, AWS SCT, and related migration technologies., • Infrastructure as Code: Design, develop, and maintain reusable infrastructure using Terraform, AWS CloudFormation, and AWS CDK (Python or TypeScript), including multi-account and multi-environment deployment patterns., • Automation & CI/CD: Build and maintain deployment pipelines using GitLab CI, Jenkins, or AWS CodePipeline, developing automation scripts in Python, Bash, or Go., • Hybrid Cloud & Networking: Design secure connectivity between AWS workloads and existing on-premises environments, including VPC networking, Transit Gateway, DNS, load balancing, and hybrid integration., • Security & Compliance: Implement AWS security best practices, including IAM, RBAC, encryption, KMS, network security, and audit logging, ensuring alignment with financial services regulatory requirements., • Disaster Recovery: Implement highly available architectures, backup and recovery solutions, and multi-AZ or multi-region disaster recovery strategies., • Technical Advisory: Serve as a trusted technical advisor to application engineering teams, providing architectural guidance, hands-on troubleshooting, and migration best practices. Required Qualifications • Experience: 10+ years of professional experience in software engineering, infrastructure engineering, systems engineering, or cloud architecture, with extensive hands-on AWS migration experience., • Financial Services: Minimum 3 years of experience within financial services, including investment banking, retail banking, fintech, or financial market infrastructure., • AWS Engineering: Deep technical expertise across AWS services, including:, • Compute: EC2, ECS, EKS, Lambda, • Networking: VPC, Transit Gateway, Route 53, ELB/ALB, • Databases & Storage: RDS, Aurora, DynamoDB, S3, • Security & Monitoring: IAM, KMS, CloudWatch, CloudTrail, • Cloud Migrations: Proven experience migrating complex, production enterprise applications and databases from on-premises environments to AWS., • Infrastructure as Code: Advanced hands-on experience with Terraform and/or AWS CloudFormation, developing scalable, reusable infrastructure components., • AWS CDK: Strong development experience using AWS CDK with Python or TypeScript, including custom constructs, infrastructure architecture, and multi-account deployment patterns., • Migration Tooling: Practical experience with AWS Application Migration Service (MGN), AWS Database Migration Service (DMS), or equivalent enterprise migration tools., • Automation & Scripting: Strong proficiency with Python, Bash, or Go for infrastructure automation, migration workflows, and operational tooling., • AWS Certification: Active AWS Certified Solutions Architect – Associate certification required; Professional certification preferred. Preferred Qualifications • Enterprise Database Migration: Experience migrating Oracle, SQL Server, or PostgreSQL databases to Amazon RDS or Aurora PostgreSQL, including schema conversion, stored procedure migration, and change data capture (CDC)., • Application Modernization: Experience modernizing legacy applications using containerization (Docker, ECS Fargate, EKS) or serverless architectures., • AWS Migration Services: Advanced experience with AWS DMS, AWS SCT, MGN, and large-scale migration automation., • DevOps & CI/CD: Strong experience implementing automated deployment pipelines, infrastructure validation, and cloud operational tooling., • Regulated Environments: Experience delivering cloud solutions in highly regulated financial services environments, including PCI-DSS, SOC 2, and enterprise data protection requirements., • Additional Certifications: AWS Certified Solutions Architect – Professional or AWS Certified DevOps Engineer – Professional., • Consulting Experience: Prior experience supporting AWS Professional Services or delivering large-scale cloud transformation programs for enterprise customers. Ideal Candidate Profile The ideal candidate is a Senior AWS Cloud Engineer, AWS Migration Engineer, or Cloud Solutions Architect with deep hands-on experience migrating mission-critical enterprise applications and databases to AWS. This individual should be equally comfortable designing cloud architectures and writing the infrastructure code required to implement them, with significant experience in Terraform, AWS CDK, Python automation, and enterprise database migration. Strong candidates will combine AWS architecture, hands-on cloud engineering, complex on-premises-to-AWS migrations, financial services experience, and the ability to collaborate directly with application development teams on large-scale modernization initiatives.

Senior Customer Success Manager – Hospitality Strategic Location: New York, United States (100% Remote) Department: Customer Success – Hospitality Strategic About Milestone Milestone Inc. is a leading AI-powered Digital Experience Software and Services company helping enterprises improve visibility, customer engagement, and business growth through intelligent digital experiences. For more than 25 years, Milestone has partnered with leading brands across Hospitality, Retail, Financial Services, Automotive, and Healthcare, delivering innovative solutions in AI Search, Digital Experience, SEO, websites, analytics, and omnichannel marketing. Our collaborative culture, customer-first mindset, and continuous innovation make Milestone a trusted partner for customers and a great place to build your career. Senior Customer Success Manager – Hospitality Strategic Milestone is seeking an experienced and strategic Senior Customer Success Manager to manage a portfolio of high-value hospitality customers and help them maximize the value of Milestone's digital marketing and AI-powered platform solutions. In this role, you will serve as a trusted advisor to executive stakeholders, guiding customers through digital transformation initiatives while driving adoption, retention, customer satisfaction, and account growth. You will collaborate closely with Sales, Product, Marketing, and Delivery teams to ensure customers achieve measurable business outcomes and long-term success. Problems We Are Looking to Solve We are looking for someone who can help us: • Drive measurable business outcomes for strategic hospitality customers through omnichannel marketing solutions., • Increase customer retention, adoption, and long-term account growth., • Strengthen executive relationships by providing strategic guidance and business consulting., • Align customer business objectives with Milestone's AI-powered platform and digital marketing services., • Create long-term customer partnerships that result in referenceable customers and continued business expansion. Key Responsibilities Strategic Customer Success • Manage a portfolio of strategic hospitality customers and develop long-term success plans., • Partner with customers to define business goals, KPIs, and digital marketing objectives., • Conduct regular business reviews to measure progress, identify opportunities, and recommend strategic improvements., • Drive customer adoption and maximize the business value of Milestone's platform and services. Customer Relationship Management • Build trusted relationships with executive sponsors, decision-makers, and operational teams., • Act as the primary customer advocate by coordinating with internal teams to resolve issues and deliver successful outcomes., • Maintain strong customer engagement throughout the entire customer lifecycle. Digital Marketing & Business Consulting • Advise customers on omnichannel marketing strategies, including SEO, GEO, SEM, website optimization, paid media, and digital experience., • Present performance insights and strategic recommendations to executive and business stakeholders., • Educate customers on new platform capabilities and best practices that improve digital performance. Retention & Growth • Drive contract renewals and support account expansion through upsell and cross-sell opportunities., • Partner with Sales and Product teams to identify additional customer needs and growth opportunities., • Gather customer feedback and share insights to influence product improvements and service enhancements. Cross-Functional Collaboration • Work closely with Product, Marketing, Professional Services, and Customer Success teams to deliver a seamless customer experience., • Ensure alignment between customer goals and internal execution., • Contribute to continuous improvement initiatives that enhance customer success processes and operational excellence. Ideal Candidate Profile You are a strategic, customer-focused professional who enjoys helping enterprise customers achieve meaningful business outcomes. You combine strong digital marketing knowledge with excellent relationship management skills and are comfortable engaging with executive stakeholders. You thrive in collaborative environments, enjoy solving complex business challenges, and are passionate about delivering measurable customer value. Required Experience & Qualifications • Bachelor's degree in Business, Marketing, Communications, or a related field., • 5+ years of experience in Customer Success, Account Management, or Strategic Consulting., • Experience supporting enterprise customers within the hospitality industry., • Strong knowledge of omnichannel marketing, SEO, SEM, GEO, website optimization, paid media, and digital marketing strategies., • Proven success driving customer retention, renewals, account growth, and executive business reviews., • Excellent presentation, communication, and stakeholder management skills., • Strong analytical, organizational, and project management abilities., • Ability to manage multiple strategic accounts in a fast-paced environment. Preferred Qualifications • Experience in hospitality, eCommerce, revenue management, or digital marketing., • Background in AI-powered digital platforms or enterprise SaaS solutions., • Experience presenting business insights to executive leadership., • Familiarity with customer success methodologies and account planning frameworks. Key Focus Areas • Strategic Customer Success, • Customer Retention & Expansion, • Executive Relationship Management, • Omnichannel Marketing Strategy, • Digital Performance Consulting, • Cross-Functional Collaboration, • Customer Advocacy & Business Growth KPI and Metrics • Customer Retention Rate, • Net Revenue Retention (NRR), • Renewal & Expansion Revenue, • Customer Health Score, • Product Adoption & Usage, • Customer Satisfaction (CSAT), • Executive Business Review Success, • Customer Referenceability What We Offer • Competitive salary with performance-based incentives., • Comprehensive benefits package., • Fully remote work environment., • Opportunity to work with leading hospitality brands and enterprise customers., • Career growth and professional development opportunities., • Collaborative, innovative, and customer-focused culture., • Exposure to cutting-edge AI-powered digital experience technology. Why Milestone • AI-First Innovation – Help shape the future of AI-powered digital experiences., • Industry Leadership – Join an award-winning platform trusted by leading global brands., • Customer-Centric Culture – Work with a team passionate about delivering exceptional customer success., • Career Growth – Build your career in a collaborative, high-performance environment., • Meaningful Impact – Help customers achieve measurable business growth through innovative technology.

About the role: At TQL, our Corporate Recruiting team partners directly with business leaders to attract and hire top talent. As a Corporate Recruiter, you’ll manage full‑cycle recruiting for complex, high‑impact roles while serving as a trusted advisor to hiring managers. This is a great opportunity for an experienced recruiter who enjoys owning searches end‑to‑end, influencing hiring decisions, and building strong candidate pipelines in a fast‑paced, highly visible environment. What’s in it for you: • $50,000 - $60,000 per year base salary + $20,000 annual bonus target, • $2,500 sign-on bonus, • Promotional raise opportunities with structured career paths and mentoring sessions, • Exposure to executive leadership, • Recruit for a growing organization with 9,000+ employees nationwide, • Award‑winning workplace culture and Certified Great Place to Work What you’ll do: • Own full‑cycle recruiting for corporate professional roles, • Partner closely with hiring managers to understand business needs, role requirements and talent market dynamics, • Develop and execute targeted sourcing strategies using LinkedIn, job boards, referrals and networking, • Evaluate candidates through phone screens, structured interviews and candidate assessments, • Guide hiring managers on interview best practices, compensation alignment and hiring decisions, • Manage candidate experience from first conversation through offer and onboarding, • Track recruiting activity, pipeline health and outcomes in our ATS (Avature), • Contribute to continuous improvement of recruiting processes and hiring outcomes What you need: • 2–5 years of full‑cycle recruiting experience, • Strong sourcing and candidate assessment skills, • Experience managing multiple requisitions and stakeholders simultaneously, • Ability to influence hiring managers and operate as a business partner, • The ability to work with the latest technologies, • Comfortable working in a 100% in‑office, performance‑driven environment, • Excellent communication, organization and follow‑through, • College degree preferred, but not required, • Military veterans encouraged to apply Why TQL: • Certified Great Place to Work with 900+ lifetime workplace award wins, • Outstanding career growth potential with a structured leadership track, • Exposure to executive leadership and direct access to all hiring managers, • Comprehensive benefits package, • Health, dental and vision coverage, • 401(k) with company match, • Perks including employee discounts, financial wellness planning, tuition reimbursement and more Where you'll be: 26000 Bass Pro Dr., Suite 214, Spanish Fort, AL 36527 Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered.

Role: Luxury Racquet Community Investor & Advisor Compensation: Equity and/or priority allocation in our current funding round Time Commitment: 1–2 hours per month Location: U.S. Remote About Us We are an invitation-only membership community of entrepreneurs, investors, artists, and cultural leaders – passionate about tennis, the racquet sports, and the lifestyle around them. We bring together a highly-vetted member network with world-class experiences, exclusive tennis and padel events, destination gatherings, and personalized concierge service. The company is led by a Wharton MBA founder and is building a differentiated brand at the intersection of tennis, business, culture, and luxury experiences. The founder has 4+ years running luxury experiences across New York, Miami, London, and Melbourne, and we already have 50+ investors and operators who have expressed interest ahead of our public raise. The Opportunity We're bringing on a small group of advisors and early strategic advisors and investors to help us build out the community growth, strategy, experiences, and brand direction as we grow. What You'd Do • Advise on how to build and grow a membership community, from company positioning to membership experience, • Weigh in on brand direction as we sharpen where this goes next, • Help us form partnerships that bring our VIP experiences to life - clubs, venues, hospitality brands, sponsors, travel partners, and event organizers, • Help make relevant introductions across tennis or racquet-sports, luxury or VIP travel operators, partners, or investors, • Join a short monthly call with the founding team Who We're Looking For • People with experience in luxury hospitality, VIP travel, or building membership-based communities, • Strong relationships in tennis, padel, private clubs, or the luxury lifestyle space, • Founders, operators, or investors who've built or backed something similar, • Genuine interest in racquet sports and in passionate about creating a highly curated social experience and meaningful community around it, not just a financial return What's In It For You These are advisory roles with the opportunity to receive sweat equity, subject to company approval, applicable securities requirements, and the terms of formal advisor agreements. Advisors will also receive priority access to consider investing in the company’s funding round, subject to availability, eligibility, applicable securities laws, and the terms of the offering. Priority access does not guarantee an allocation or investment opportunity. Additional benefits may include: • Access to an exclusive community of tennis players, investors, entrepreneurs, and industry professionals., • Invitations to select events and members-only experiences., • Opportunities to help shape an early-stage brand and community., • The ability to build relationships across the tennis, sports, lifestyle, and investment ecosystems. Why Join Us This is an opportunity to help build a global ecosystem at the intersection of tennis, social connection, and luxury experiences. Advisors will work with an ambitious founding team, contribute to the company’s growth strategy, and help create a community that makes it easier for racquet fans to connect, attend extraordinary events, and build meaningful relationships on and off the court.

Life Insurance Advisor — 100% Remote first year averages: $75,000+ part time $125,000+ full time full time high performers with our company are generating over $50,000 per month in income. About The Newbauer Agency www.mbnfinancial.com The Newbauer Agency helps individuals and families protect their financial futures through personalized life insurance, mortgage protection, final expense, and retirement solutions. We believe successful advisors are developed through strong training, mentorship, technology, accountability, and a commitment to serving clients well. Our advisors have access to a broad portfolio of highly rated insurance carriers and ongoing professional development designed to support long-term success in the insurance industry. Position Overview The Newbauer Agency is seeking motivated professionals to join our team as Independent Life Insurance Advisors. This is a virtual client-facing sales position focused on helping individuals and families evaluate and select appropriate insurance and financial protection solutions based on their needs. Advisors meet with prospective clients, assess their financial protection goals, explain available options, and help clients apply for appropriate coverage through our carrier partners. Both experienced insurance professionals and individuals entering the industry are encouraged to apply. Training, mentorship, technology, and ongoing support are provided to help qualified candidates develop the knowledge and skills required for the role. Responsibilities • Meet with prospective clients virtually or via phone, • Conduct needs-based insurance consultations, • Educate clients about available life insurance and retirement protection solutions, • Recommend appropriate products based on individual client needs and circumstances, • Assist clients through the insurance application process, • Maintain professional relationships and provide responsive client service, • Participate in ongoing product, sales, and professional development training, • Maintain required licensing and follow applicable carrier, regulatory, and ethical standards, • Manage appointments, follow-up, and client activity independently Qualifications We are seeking individuals who: • Demonstrate professionalism, integrity, and a strong commitment to client service, • Possess strong communication and interpersonal skills, • Are self-motivated, organized, and comfortable working independently, • Are receptive to coaching, training, and professional development, • Can effectively manage their schedules and client follow-up, • Are comfortable discussing insurance and financial protection concepts with clients, • Are committed to maintaining appropriate professional and licensing standards Previous insurance or sales experience is helpful but not required. Candidates who are not currently licensed must be willing to obtain the appropriate state insurance license before conducting insurance business. Licensing guidance is available for qualified candidates. What We Provide • Comprehensive onboarding and training, • Ongoing mentorship and coaching, • Access to modern sales and client-management technology, • Prospective client opportunities through available marketing and lead programs, • Access to a broad portfolio of nationally recognized insurance carriers, • Remote work flexibility, • Virtual and in-person client appointment options, • Continuing product and sales education, • Professional development opportunities, • National training and professional development events, • Opportunities for increased responsibility based on experience and performance Products & Solutions Depending on licensing, carrier appointment, and client needs, advisors may assist clients with solutions including: • Mortgage Protection, • Term and Permanent Life Insurance, • Final Expense Insurance, • Indexed Universal Life Insurance (IUL), • Fixed Indexed Annuities, • Retirement Income Solutions, • Life Insurance with Living Benefit Options Our advisors have access to products from a broad network of established insurance carriers, including Mutual of Omaha, Foresters Financial, Athene, F&G, SBLI, Americo, Transamerica, American Amicable, UHL, and others. Compensation This is an independent contractor position compensated through commissions based on insurance sales. Compensation varies according to individual production. This position does not provide a guaranteed salary, and individual results will vary. Professional Growth The Newbauer Agency places a strong emphasis on professional development. Advisors who demonstrate consistent performance may have opportunities to expand their responsibilities through advanced training, mentorship, coaching, and leadership development. These opportunities are based on individual performance, experience, and organizational needs. Work Environment This position offers remote flexibility, allowing advisors to conduct client appointments virtually from an appropriate professional workspace. In-person appointments may also be available depending on location and client preference. Advisors are responsible for managing their schedules, client appointments, follow-up, and ongoing professional development. Requirements • Must currently reside in the United States, • Must be legally authorized to work in the United States, • Must obtain and maintain all insurance licenses required to perform the position, • Must meet applicable insurance carrier appointment and compliance requirements, • Reliable internet access and the ability to conduct professional virtual client meetings are required We are unable to provide employment visa sponsorship at this time. About The Newbauer Agency The Newbauer Agency is committed to helping families make informed decisions about protecting their financial futures. We combine personalized client service with professional training, technology, mentorship, and access to established insurance carriers to support advisors throughout their careers. We value integrity, personal responsibility, continuous improvement, and doing what is right for the families we serve. Industry: Insurance Work Arrangement: Remote Position Type: Independent Contractor • Compensation: Commission-Based

About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 70+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are essential to our success: our people and our culture. In recognition of our outstanding employee experience, we've been certified as a Great Place to Work™. So far, we have 13,000+ people working around the world, from our offices and remotely, to help us achieve our mission. And we're looking for more brilliant people. People who love building great products, redefining success, and turning the complexity of a chaotic world into the simplicity of a beautiful solution. About the role Our API Sales team enables leading enterprises to build directly on top of our global financial infrastructure. They help companies automate multi-currency payouts, issue cards, and streamline treasury operations through our powerful APIs. In this role, you’ll drive enterprise deal cycles, working a diverse customer book from initial conversation through close and launch and early account growth. You’ll play a part in GTM launch as we scale our API products globally - live today in EEA, UK, USA AND APAC. You’ll join a collaborative, high-performing team where smart, consultative selling builds long-lasting partnerships and drives exceptional results. What you’ll be doing • Building a network of enterprise customers across various industries, opening doors to generate revenue across payment solutions, • Owning your deals end to end - from sourcing the opportunity, winning the deal, getting the customer live, and expanding the account on the longer term, • Establishing a trusted, strategic advisor relationship with customers by demonstrating continued value through available features, • Managing and reporting accurate forecasts and pipelines, achieving sales goals on a quarterly basis, and mentoring other sales executives on strategies to reach their goals, • Partnering with Product Owners, Ops, Business Development Managers and other sales team to deliver an exceptional launch for every customer What you'll need • 4+ years of Enterprise sales experience ideally in the fintech, banking or payments industries, • Knowledge of selling API based solutions and products like card issuing and payouts, • A proven track record of consistently meeting and exceeding quota within ambitious and fast-paced sales organisations, • Experience creating partnerships with third-party companies to launch B2B services, • Curiosity, ability to learn quickly and to thrive in a collaborative, fast-paced environment, • Excellent communication, interpersonal, and presentation skills, • Fluency in English Nice to have • Experience in a reputable, high-growth startup, • A network of business partners relevant to our payments offerings, • To be a curious, quick learner who thrives in a collaborative and fast-paced environment, • Fluency in other languages Compensation range • US: $112,200 - $165,000 gross annually*, • Other locations: Compensation will be discussed during the interview process *Final compensation will be determined based on the candidate's qualifications, skills, and previous experience

Have you ever felt a calling to do work that truly matters? If you're the person friends and family turn to for guidance, the one who finds deep satisfaction in helping others, we invite you to read on. At The Gaines Agency, we believe that the best work is done with a purpose. Our mission is simple but profound: to protect families across the country by providing them with financial security and peace of mind. This is more than a sales role - it's a service. We are looking for compassionate, mission-driven individuals to join our team as remote insurance professionals. No prior industry experience is necessary; we will teach you everything you need to know. A Different Kind of Opportunity, Built on Support: • Your Mission: You will connect with families who have already requested our help, listen to their needs, and guide them to the right solutions. You will be their advocate and their trusted advisor., • Our Commitment to You: We provide comprehensive training and licensing support, followed by continuous, one-on-one mentorship. We don't just give you a playbook; we partner with you to ensure your success., • Work with Heart: This is a 100% remote role with complete flexibility. Build a meaningful career that honors your life, your family, and your need to make a positive impact on the world., • 100% commission with uncapped earning potential, which suits self-directed people who do their best work without a boss watching. Qualifications: • 3 to 25 years of work experience in a customer facing, sales, or self employed role, • Track record of hitting or beating goals, quotas, rankings, or performance targets, • Competitive background such as varsity, college, or club athletics, military service, or a quota carrying sales role, • Currently residing in the United States, able to work fully remote, • Stable work history with demonstrated growth or promotion We have found that the most successful people in this role are driven, goal oriented competitors. Former athletes, military veterans, medical professionals, top performing salespeople, and business owners tend to thrive here because they pair a love of winning with genuine care for the families they serve. If you're ready for a career that rewards your heart as much as your hard work, we would be honored to hear from you. Please Note: No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

Limitless Advisor SR. OPERATIONS MANAGER We're looking for a seasoned, hands-on operations manager with a proven track record of leading people, building scalable operating systems, and driving operational transformation in growing, entrepreneurial businesses. Have you held direct responsibility for managing a company's day-to-day operations, including its people, technology, processes, budgets, and performance? Have you led teams through significant operational change, independently designed and implemented integrated business systems, and established the processes, performance measures, and accountability needed to scale? Have you partnered directly with founders or leadership to translate business strategy into operational priorities, manage resources and competing demands, and deliver measurable business results? And are you the kind of leader who doesn't just direct the work, but has the technical expertise and willingness to roll up your sleeves and do it? That's who we're looking for. This is not an entry point into operations management or a role designed for someone to grow into. We're looking for an experienced manager who has already owned these responsibilities and delivered results. This isn't a big-company management role where you oversee departments, delegate projects, and strategically manage existing systems. We're a lean team, and we need someone who can both design the operating infrastructure and help build, implement, manage, and improve it. That means knowing how to connect the dots across the entire business, from CRM and marketing automation to enrollment, billing, financial controls, team workflows, reporting, and the member experience. You'll need to understand how these pieces work together, identify what's missing, and have the technical and operational skills to make them work better. We're especially interested in someone who has already done this in a small or growing business, ideally leveraging platforms like HubSpot, Asana, Stripe, Zapier/Make, and increasingly AI to replace manual work, eliminate friction, improve execution, and create capacity for growth. If you're the kind of operator who sees a messy process and can't wait to fix it, loves turning complexity into simplicity, and takes pride in building a business that runs better because of your work, keep reading. THE OPPORTUNITY You'll own the day-to-day operational excellence of our business while helping build the systems, processes, and technology infrastructure for our next stage of growth. You'll oversee operations across our programs, people, platforms, marketing execution, and financial administration, ensuring the business runs smoothly, accurately, and efficiently. You'll also help us harness AI, automation, and technology to work smarter, improve the member experience, and scale without unnecessary complexity or headcount. This is a hands-on management role in a growing, entrepreneurial company. You'll lead people and projects, but you'll also personally execute important operational work, solve problems, ensure operational excellence, and work closely with the CEO to build out our next level operating platform. WHAT YOU'LL OWN Business Operations & Execution • Translate leadership priorities into actionable plans, clear ownership, and measurable outcomes., • Effectively manage Operations team, priorities and budgets to deliver on desired business outcomes., • Own day-to-day business operations, ensuring processes, systems, and workflows run reliably and efficiently., • accuracy, payment processing, and financial reporting., • Identify bottlenecks, solve problems, and continuously improve how work gets done. Systems, Technology & AI • Lead optimization and integration of our technology ecosystem, including HubSpot, Asana, Stripe, Zapier/Make, and related platforms., • Personally design, build, implement, and improve integrated workflows and operational systems., • Identify and implement practical AI and automation solutions that reduce manual work and improve quality, speed, and scalability., • Build reliable workflows, reporting, dashboards, and operational controls., • Troubleshoot systems and integrations directly, working with external specialists when appropriate., • Evaluate emerging technologies and translate their potential into practical business improvements. Marketing Operations • Own the operational and technical execution of marketing initiatives in partnership with our marketing team., • Build, manage, and optimize email campaigns, funnels, landing pages, webinar registrations, and related workflows., • Oversee HubSpot automation, segmentation, integrations, data integrity, and reporting., • Ensure campaigns launch accurately, on time, and with reliable tracking., • Improve the efficiency and scalability of marketing execution and enrollment processes. Member Operations • Own and oversee the end-to-end member lifecycle, including enrollment, onboarding, renewals, billing, program administration, and offboarding., • Lead the design, implementation, and continuous improvement of member operations, ensuring seamless handoffs, accurate data, timely execution, and an exceptional member experience., • Manage and hold team members accountable for member service delivery, operational standards, deadlines, and follow-through., • Build and optimize the systems, workflows, and automations that connect enrollment, payments, member communications, program access, and service delivery., • Oversee member enrollment, onboarding, renewals, billing, and program administration., • Establish clear operating procedures, quality controls, and performance metrics to ensure consistent, reliable execution across all programs., • Proactively identify and resolve service issues, operational bottlenecks, and process gaps while improving efficiency, scalability, and member satisfaction., • Partner with consulting, program leadership, and member-facing team members to ensure operational execution supports program commitments and the overall member experience. People, Projects & Performance • Manage and develop operational team members and contractors., • Establish clear responsibilities, priorities, expectations, and accountability., • Lead cross-functional projects from planning through implementation., • Maintain operating procedures, documentation, and quality standards., • Provide visibility into operational performance, risks, and improvement opportunities. WHAT YOU BRING Required Experience • 7+ years of demonstrated management experience owning and improving business-wide operations, including people and budget management (ideally in a small to mid-size entrepreneurial company)., • 7+ years of direct, hands-on experience building, implementing, and managing interconnected business systems and operational processes., • Experience designing and managing revenue operations to optimize revenue, lead generation and conversion to meet business goals and outcomes., • Proven track record of leading business and team through operational change., • Strong technical fluency with CRM platforms, workflow automation, and integrated business systems., • Experience implementing AI to improve business performance across teams and systems., • Hands-on experience with marketing operations, including email campaigns, funnels, CRM workflows, and reporting., • Strong financial and operational discipline, with excellent attention to detail. You'll Thrive Here If You... • Think strategically but can turn that into actionable plans deliver on goals., • Are a seasoned professional with a track record being responsible for business level outcomes., • Bring proven business acumen, professional maturity and the ability to keep multiple demands, people and priorities moving with a cool head in a growing, fast-paced environment., • Have experience using AI to improve how businesses operate across teams and functions., • Can move comfortably between big-picture priorities and detailed execution while staying on track and timelines., • Bring order to competing demands, initiative without ego, and solutions over excuses., • Value accountability, collaboration, and continuous improvement., • Enjoy working in a fast-moving, entrepreneurial environment with a big vision and impact. Compensation & Benefits Base salary: $90,000–$115,000, depending on experience and capabilities. Performance bonus: Up to 10% of base salary. Profit sharing: Up to 10% of base salary. Paid time off: Two weeks in Year 1; three weeks Year 2-5, four weeks after Y5. Additional time off: Additional 10-12 days per year with 3 flex days + company closures: 4-day weekends (Memorial, Labor Day, Thanksgiving) and 5 days at Winter Break) Benefits: Medical and well-being allowance. Work environment: Flexible, remote-schedule with a happy, high performing team. Why Limitless? At Limitless Advisor, we help growth-minded financial advisors build wildly successful businesses and lives they love. We combine business strategy, behavioral science, leadership development, and proven operating systems to help advisors achieve greater success with greater freedom. We believe those same principles should apply to our own team. If you're a seasoned operator and manager who combines strong business judgment, technical capability, and a genuine love of making things work better, we'd love to hear from you.

The Company Duende Software is defining the identity infrastructure category. Trusted by more than 2,500 organizations worldwide, Duende and our flagship product, IdentityServer, help the world’s most discerning organizations secure the identities of their users. After a decade of open source innovation, Duende IdentityServer was launched in 2020 to provide the world’s most customizable, extensible identity infrastructure for securing human and machine access and identity across modern .NET ecosystems and beyond. With accelerating demand, strong financial performance, and a product roadmap expanding into federation, non-human identity, and modern developer tooling, Duende is expanding the technical support team. A Customer Success Engineer is key in supporting our customers and Duende's mission. The Role Duende’s market is deeply technical. Our audience is made up of senior .NET developers, architects, engineering leaders, and security-conscious teams who evaluate products through documentation, code examples, search results, technical communities, peer recommendations, and the credibility of our thinking. We are hiring a Customer Success Engineer to support our audience. At Duende, this role is a deep-tech tier-3/developer support position within our Customer Success team. You will act as a senior technical peer to external software developers building secure .NET applications. Instead of managing typical account health metrics, your day-to-day focuses on solving complex code-level issues, and acting as a hands-on identity and access management (IAM) advisor. We're looking for someone with deep technical knowledge of ASP.NET Core in production, and is familiar with authentication and authorization, and ideally has worked with IdentityServer in the past. Success in this role requires strong technical experience, clear communication, and the ability to self-direct and manage a variable workload. You'll work closely with the border Customer Success team, Product, Engineering, Sales, and external contributors. What You Will Do As Customer Success Engineer, you will work on various areas of our Customer Success team's workload. Advanced Technical Support & Triage: Own and resolve complex, high-priority technical support tickets. You will dive deep into code, troubleshoot integration bottlenecks, and handle priority triage for enterprise clients and the developer community. Architecture & Onboarding Consultation: Lead technical onboarding for pre- and post-sales clients. This involves brainstorming system design, helping clients architect secure .NET identity solutions, and solving the technical friction points of adopting Duende’s product suite. This also includes mapping customer architecture into our license tiers, and giving advice on how to improve the architecture. Engineering Feedback Loop: Act as the direct conduit between the developer community and Duende’s core product team. You will aggregate technical feedback, bugs, and feature requests from the field to directly shape engineering and product decisions. Educational Content: Work on public documentation, samples, and other content types when needed, fixing gaps you see and turning recurring ticket topics into quick guides. Technical Account Growth: Build trust through technical competence. By deeply understanding a client's architecture, you will proactively spot optimization opportunities, recommend better technical solutions, and naturally uncover avenues for product upsells and account renewals. Also know that creativity is never restricted. You are an engineer. If you build something cool, uncover a weird edge-case, or want to write a deep-dive on an area of personal interest, speak at a conference, work on a video, …, you have a permanent green light to do so. About You You're an engineer at heart, with a strong background in .NET and a deep understanding of authentication, authorization, and ideally IdentityServer. You bring commercial awareness, understanding how technical decisions map to business outcomes, and genuine empathy for the customer. You care about getting it right, but you also know when the best answer is escalation with our engineering team, or connecting a customer with one of our partners. Requirements We're looking for deep .NET expertise, real-world identity experience, and the kind of technical communication skills that earn trust from senior engineers. • Has 6+ years of experience in .NET, ASP.NET Core, its authentication/authorization components, and has hands-on experience with IdentityServer. Experience with OAuth2, OpenID Connect, and general identity management concepts., • Familiarity with software development practices and cloud platforms like Azure, AWS, Google Cloud Platform, etc., • Nice-to-haves: experience building single-page applications, SAML, WS-Fed, and other identity providers., • Ability to engage with both developers and non-technical stakeholders to understand their needs, provide technical solutions, and gather feedback for product improvement., • Strong problem-solving skills and patience to handle customer inquiries effectively., • Is genuinely passionate about helping customers achieve success with the product, and troubleshooting technical issues., • Self-motivated, with the ability to work independently and take initiative in advocating for both customer success and product improvements., • Commercially inclined, but an engineer at heart. How You Work Beyond technical skills, how you approach the work matters just as much. Here's what we value day-to-day. • Accuracy first. You verify your answers, in our/third party product source code when needed, before responding. Getting it right matters more than getting it fast., • Structured and organized. You keep tickets, notes, and follow-ups well-organized. When someone picks up where you left off, they can hit the ground running., • Ownership. You take responsibility for issues from first contact to resolution. If something falls through the cracks, it's not because you let go of it., • Intellectual curiosity. You dig deeper than the immediate question. You want to understand why something works the way it does, not just that it does., • Proactive by reflex. When you see one customer hit an issue, your first thought is "where else does this show up?". You follow through by updating docs, flagging it to engineering, or suggesting a product change., • Friendly, educational, patient. You're a senior engineer who has seen these problems before and wants to help the customer understand, not just hand them a fix. You teach as you troubleshoot. What Success Looks Like In your first 90 days: • Progress from having response drafts double-checked by the team to achieving the confidence needed to handle most GitHub and priority support tickets independently by the third month., • Work through existing quick start tutorials, provide actionable feedback and make improvements, and actively contribute to documentation updates based on support ticket insights., • Build a working familiarity with the most common customer integration patterns and the recurring questions around them., • Identify at least one documentation gap or recurring support theme and ship an improvement (a doc update, a new sample, or a product suggestion) that reduces future ticket volume. Team, Salary and Location We are a remote-first company and typically search for candidates worldwide. To better serve customers across time zones we are focusing on candidates who work or live in Europe or US Eastern Standard Time. Duende’s compensation package includes a market-competitive salary and benefits, the specifics of which will be commensurate with candidate experience and fit. Please email resumes to We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please let us know.

Cybersecurity: GRC & AI Governance – Senior Manager CFGI is a leading advisory firm that partners with private equity sponsors, portfolio companies, and public companies to solve complex challenges across finance, technology, compliance, and business transformation. Our Cybersecurity practice is rapidly growing and supports clients through cybersecurity governance, risk and compliance (GRC), data privacy, AI governance and compliance, regulatory readiness, and operational resilience programs. Role Overview CFGI is seeking a Cybersecurity GRC & AI Governance Subject Matter Expert to lead and deliver strategic advisory engagements that strengthen clients’ security governance, risk management, compliance posture, AI governance programs, and privacy programs. This role blends hands-on delivery, executive communication, and practice leadership. You will work directly with CISOs, CIOs, CFOs, General Counsel/Privacy Counsel, Risk Leaders, and PE deal teams to design pragmatic programs, build operating models, and drive measurable outcomes. The ideal candidate brings deep expertise in GRC frameworks, regulatory compliance, privacy, and AI governance and compliance (e.g., NIST AI RMF, EU AI Act), strong consulting instincts, and a proven ability to lead teams and manage multiple client workstreams. Key Responsibilities Client Advisory & Delivery • Lead end-to-end GRC and privacy engagements, including scoping, planning, execution, and executive reporting., • Design and operationalize cybersecurity governance models, including policies, standards, risk appetite, committees, and reporting KPIs/KRIs., • Build and mature enterprise risk programs, including risk assessments, risk registers, control libraries, and control testing approaches., • Lead AI governance and compliance engagements — design and operationalize AI governance frameworks, conduct AI risk and impact assessments, build model inventories, establish AI use-case classification and tiering, advise on responsible AI principles, and guide clients through compliance with the EU AI Act, NIST AI RMF, and ISO 42001., • Develop and implement security policies, standards, and procedures aligned to common frameworks, including NIST CSF, ISO 27001/27002, CIS, SOC 2, CMMC, FedRAMP, NIST AI RMF, and ISO 42001., • Support regulatory readiness and compliance initiatives, including SEC cyber disclosure support, NYDFS 500, GDPR/UK GDPR, CCPA/CPRA, HIPAA, PCI DSS, SOX ITGC, EU AI Act, CMMC, and FedRAMP alignment where applicable., • Stand up or enhance privacy programs, including data mapping/inventories, DPIAs/PIAs, DSAR processes, retention, consent management, third-party privacy risk, and privacy by design., • Support CMMC readiness activities where applicable, including gap analyses and compliance alignment to NIST SP 800-171., • Perform vendor/third-party risk assessments and implement scalable TPRM operating models., • Coordinate cross-functional stakeholders, including Legal, IT, Security, Compliance, Product, and HR, to drive outcomes and adoption. Executive Communication & Stakeholder Management • Translate complex technical, regulatory, privacy, and AI governance requirements into business-oriented recommendations., • Help clients communicate AI risk posture and governance maturity to boards, regulators, and executive leadership, including EU AI Act compliance status and NIST AI RMF alignment., • Deliver executive-ready artifacts, including board/audit committee materials, roadmaps, operating models, heatmaps, and risk dashboards., • Serve as a trusted advisor to senior leadership; confidently present findings and influence decisions. Practice Development & Leadership • Contribute to go-to-market development, including offerings, templates, accelerators, methodologies, and points of view., • Support business development through proposal writing, SOW development, client presentations, and solution shaping., • Mentor and develop consultants and managers; lead teams across multiple engagements while maintaining quality and delivery rigor., • Partner with other CFGI service lines, including Accounting Advisory, CFO Advisory, and Technology Enablement, to deliver integrated solutions. What You Must Have • 8+ years of relevant experience in cybersecurity GRC, privacy, governance, risk management, compliance, or consulting., • Demonstrated expertise implementing and operationalizing cybersecurity frameworks and control programs, including NIST CSF/NIST 800-53, ISO 27001/27002, SOC 2, CIS, or comparable frameworks, with strong privacy fundamentals and experience with privacy program build-out and operations., • Demonstrated expertise in AI governance and compliance frameworks, including NIST AI RMF, EU AI Act, and ISO 42001, with experience in AI risk classification, algorithmic impact assessments, responsible AI principles, and practical application within enterprise or client-facing advisory engagements. What Sets You Apart • Experience performing or leading enterprise/security risk assessments, control design and testing, policy and standards development, TPRM programs, compliance/regulatory readiness programs, and AI governance program design and implementation., • Experience with GDPR/UK GDPR and CCPA/CPRA, with exposure to HIPAA, GLBA, or other sectoral privacy standards., • Proven ability to lead teams, manage timelines and budgets, and deliver effectively in a client-facing environment., • Exceptional written and verbal communication skills with a track record of producing executive-level deliverables., • Experience advising on AI governance strategy, responsible AI programs, or AI risk management within regulated industries such as financial services, healthcare, energy, or defense., • Familiarity with AI lifecycle management, model validation, and AI supply chain risk. Nice to Have • Certifications such as CISM, CISSP, CRISC, CISA, ISO 27001 Lead Implementer/Lead Auditor, CIPM/CIPP (E/US), CDPSE, AI/ML-related certifications such as CAIAP or ISO 42001 Lead Implementer, or CMMC RP/CCA., • Exposure to CMMC or FedRAMP readiness activities., • Private equity or portfolio company experience, including rapid maturity uplift, integration, carve-out/stand-up, and pragmatic road mapping., • Exposure to incident readiness, tabletop exercises, and crisis communications coordination with Legal/Communications., • Experience supporting audits and assurance activities, including SOC 2 readiness, ISO certification readiness, CMMC certification readiness, or internal audit coordination. Why CFGI • High-impact work with sophisticated clients and private equity portfolio companies., • Opportunity to shape and scale a fast-growing Cybersecurity practice., • Collaborative culture with autonomy, flexibility, and strong leadership support., • Competitive compensation, benefits, and career growth trajectory. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Data & Cloud Transformation Consultant - Asset or Investment Management (Domain required) Location: Remote - US or Canada Type: Full-time, Permanent Please note: This posting represents a pipeline role for upcoming consulting projects. We’re always excited to meet strong candidates and will reach out when a relevant opportunity becomes available. About Cutter: At Cutter Associates, we empower the world’s leading asset managers and asset owners with the intelligence they need to stay ahead. For nearly 30 years, and with a global presence, we’ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. Our global team is known for its deep domain expertise, collaborative spirit, and relentless curiosity. As we expand into new markets and capabilities, now is the perfect time to grow your career with a company that values insight, innovation, and impact. As we expand our reach and deepen our impact, we’re looking for Consultants of all levels who thrive in dynamic environments, solves complex challenges with creativity, and brings a team-first mindset. If you’re ready to accelerate your career while helping our clients evolve, we’d love to connect. Why Cutter: At Cutter Associates, we believe people do their best work when they’re trusted, supported, and empowered to thrive - wherever they are. • Established credibility, entrepreneurial spirit – Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm., • Global reach - We partner with leading investment firms across North America, EMEA, and APAC, giving you meaningful exposure and exciting challenges., • Fully remote, fully connected - We’re a remote-first company with a flexible work model and a deeply collaborative culture., • Growth-focused - From client exposure and internal knowledge groups to tailored learning paths, we invest in your development from day one., • Performance-driven, people-first - We offer competitive pay, bonuses, profit sharing, and benefits that support your whole self., • A culture that values people - We take pride in our thoughtful, collaborative, and inclusive environment. We’re a team of individuals who care deeply - about our work, our clients, and each other. Whether you’re launching your consulting career or bringing decades of experience, Cutter is a place where you can thrive. Role Overview: We are seeking Senior Consultants with strong technical expertise in financial services platforms, data management, and modern cloud solutions (e.g., AWS, Azure, Snowflake, SQL, Python). You will lead end-to-end data and cloud transformation initiatives, including defining target operating models (TOM), future-state architecture, and overseeing implementation across data platforms and investment systems. The ideal candidate has grown from a technical background (engineering, development, or architecture) into consulting, customer success, or relationship management, bringing both credibility with technical teams and influence with executives. Key Responsibilities • Lead client engagements from opportunity shaping through delivery, ensuring alignment of Cutter’s capabilities with client business objectives., • Drive proposal and statement of work creation, ensuring clear articulation of deliverables, scope, and business value., • Translate complex technical concepts into actionable business strategies for clients., • Partner with practice leads and delivery teams to ensure successful execution and high client satisfaction., • Carry accountability for revenue, including oversight of delivered revenue and origination of new business opportunities., • Cultivate and expand long-term client relationships, acting as a trusted advisor at both executive and operational levels., • Represent Cutter in industry forums, thought leadership events, and client workshops., • Contribute to firm-wide initiatives including mentoring, recruitment, and community engagement. The ideal candidate will have: • Deep expertise in asset management data ecosystems, including portfolio, performance, and investment data across front, middle, and back office systems (AWS, Azure, Snowflake)., • Hands-on skills in SQL, Python, or related scripting/automation for data workflows., • Ability to bridge technical and business audiences, translating complex capabilities into compelling client propositions., • Proven success building client relationships and supporting revenue growth., • Executive presence, business writing skills, and comfort engaging with senior stakeholders. Benefits at a Glance: Our benefits vary slightly by location but are designed to support your health, financial wellness, and life outside of work. Highlights include: • Competitive salary with annual performance bonus and profit-sharing opportunity, • 401(k) match (U.S.) or Superannuation contributions (Australia), • A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering, • Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia), • Long-term disability and life insurance fully paid by the company (U.S.), • Flexible work model - fully remote with optional access to co-working spaces or offices, • Global collaboration and travel opportunities across North America, EMEA, and APAC. Compensation: The anticipated base compensation range for this role is $195-000-$260,000 USD (NOTE: CAD compensation ranges are established separately and are not a direct currency conversion of the USD range), depending on factors such as experience, qualifications, market conditions, and geographic location. Final compensation will be determined based on individual background and alignment with the role’s responsibilities.

About PCM Encore Help Build the Wealth Management Firm of the Future. What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore. PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. But we’re just getting started. Technology Is at the Center of Everything We Do We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. Built by Entrepreneurs, Not Career Bankers PCM Encore was founded by Mike Paulus, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. An Institutional-Quality Platform Without the Bureaucracy Through our strategic relationship with Morgan Stanley and Graystone Consulting, led by Mark Curtis, our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. Build Equity, Not Just a Career At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. Why Join Now? • We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months., • We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works., • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions., • We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one. Location: Willing to explore fully-remote for the right candidate, but would prefer relocation to New York City, Denver, or Bellevue/Seattle. Department: Client Service / Wealth Advisory / Relationship Management Reports To: Head of Wealth Advisory Position Overview We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. Key Responsibilities Client Onboarding & Relationship Management • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate., • Serve as the primary point of contact for all client questions and planning needs., • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software., • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity. Financial Planning & Advice • Develop, maintain, and update comprehensive and holistic financial plans., • Provide ongoing, proactive planning recommendations aligned with client goals., • Coordinate planning efforts with internal Tax, Estate, and Investment partners., • Identify clients who may be appropriate for unique or opportunistic investment solutions, in collaboration with IPC. Investment & Account Coordination • Partner with IPC to build and implement customized investment recommendations. For less-tailored portfolios, build recommendations without involving IPC., • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios., • Review client billing in partnership with IPC and/or Compliance, as appropriate. Client Engagement & Operations • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up., • Conduct proactive client outreach beyond scheduled meetings., • Schedule and manage client meeting cadence, leveraging technology where possible., • Request and coordinate client swag and appreciation initiatives., • Manage client meeting logistics, documentation, and action items. Qualifications • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households., • Strong technical foundation in financial planning, investments, and tax-aware strategies., • Excellent client communication and relationship management skills., • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc., • High attention to detail and ability to manage multiple client relationships simultaneously., • Collaborative mindset with comfort working alongside investment, tax, and operations teams., • Series 65 required, CFP® or similar preferred. Desired Characteristics • Intellectual curiosity and passion for wealth advisory., • Strong organizational and project management skills., • Ability to communicate sophisticated financial planning concepts to both teammates and clients., • Process-oriented mindset combined with strategic thinking., • Team-first attitude with a willingness to take ownership of outcomes., • High degree of professionalism, discretion, and client service orientation. Compensation Structure • Base Salary: $150,000 to $180,000, depending on tenure/experience with managing a dedicated book of clients. For exceptional talent, there is flexibility above existing compensation range., • Revenue sharing on book: To be built out

Role: Senior Counsel-Multifamily Housing Finance & Bond Transactions Engagement Type: 3-4 months (potential to extend/convert) Location: Remote Start: ASAP Elevate is partnering with its customer, a leading organization in the U.S. housing finance sector that supports liquidity and affordability in multifamily housing through capital markets execution and innovative lending solutions. We are seeking a Senior Counsel to provide strategic legal leadership on complex multifamily housing finance transactions, with a focus on tax-exempt bond structures and credit enhancement arrangements. This role will serve as a key advisor to business stakeholders, supporting high-value transactions and driving legal excellence in a fast-paced, highly regulated environment. Key Responsibilities • Lead legal support for multifamily housing finance transactions, including those involving tax-exempt bonds and credit enhancement structures, • Draft, review, and negotiate transaction documents such as loan agreements, disclosure materials, and related financing documentation, • Advise business teams on complex deal structures, regulatory requirements, and emerging product initiatives, • Provide strategic legal guidance on multifamily programs, credit risk considerations, and asset management matters, • Collaborate with internal stakeholders to align legal strategy with business goals and enterprise priorities, • Support innovative and non-standard transactions, including new product development and structured financing solutions, • Oversee and manage external counsel, including bond and disclosure counsel, ensuring quality and efficiency, • Enhance legal processes and workflows to improve execution timelines and operational effectiveness, • Deliver training and guidance to internal teams and partners on legal structures and compliance considerations Qualifications • Juris Doctor (JD) required, • 10+ years of experience in multifamily housing finance, • Experience with multifamily affordable housing finance and related tax-exempt bond transactions, negotiating and drafting loan agreements and other legal documents, • Experience advising on complex, high-value transactions and regulatory matters, • Strong business acumen and ability to balance legal risk with business objectives, • Experience advising a regulated financial institution or government-sponsored enterprise, • Experience serving as bond credit enhancer’s counsel or working as bond, disclosure or underwriter’s counsel on municipal bond transactions, including experience with complex deal structures such as variable rate or multi-modal bonds, • Demonstrated experience leading and managing legal teams, • Experience managing outside counsel and external stakeholders, • Experience driving process improvements and operational efficiencies in legal workflows, • Experience supporting product development and innovation in financial services Preferred Experience • Background serving as counsel on bond transactions (e.g., issuer, underwriter, disclosure, or credit enhancer), • Familiarity with complex financing structures such as variable rate or multi-modal bonds, • Experience contributing to product innovation or structured finance program development, • Active or prior involvement with professional organizations in the municipal finance or bond law space Key Strengths • Advanced negotiation and drafting capabilities across sophisticated financial transactions, • Strong leadership presence with the ability to influence senior stakeholders, • Excellent collaboration and relationship management skills, • Ability to manage multiple priorities in a dynamic, high-volume environment, • Strategic thinker with a focus on execution, efficiency, and results To apply: If you are qualified, interested, and available, please send 1) your WORD version resume and 2) an email stating why you are a good fit for this position to Elevate Legal Talent provides an unparalleled platform for you to work with innovative companies and law firms worldwide on various exciting and challenging roles. We pride ourselves on respecting your individuality and choice of career, allowing you to bring your very best to each role, to continue to develop your experience, expertise, and professional network, and be supported with a package of benefits tailored to your needs. As a member of our talent community, you will benefit from Elevate's curated training suite to enhance and develop your skills. You will have access to hands-on support, networking opportunities, and accessing the most up-to-date resources. By joining our global community of Talent, you will get the opportunity to work with our best top law firms and law department customers. Equitability and inclusion are critical to Elevate Legal Talent success. As The Law Company, changing the legal business landscape, we know a diverse, inclusive work culture is at the heart of attracting, retaining, and celebrating the industry's most talented people. We empower our employees to bring their whole selves to work because we know that diversity of experience and perspective drive innovation and is simply good business. As a strong proponent of diversity, equitability, and inclusion, Elevate Legal Talent is committed to hiring diverse candidates from all backgrounds. We invite you to apply to become part of the Elevate Legal Talent Team – help us change the legal business landscape and make a dent in the legal universe.

Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through innovative platforms and white-glove services. Operating as a true fiduciary, we align our interests with our clients by providing personalized financial planning and access to institutional investment strategies. AQI: An Advisory Infrastructure Platform Our proprietary Advisory Platform (AQI) is designed by advisors, for advisors. It offers comprehensive support on critical tasks, allowing you to focus on building client relationships and growing your business. AQI provides: • Back-office services (billing, performance reports, account management), • Compliance support (oversight, annual filings, reviews), • Investment management services & strategies, • Out-of-office support, • Access to alternative investments Role Overview We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will be committed to delivering exceptional financial planning and investment advisory services, utilizing AQI’s comprehensive platform to meet and exceed client expectations. Key Responsibilities • Provide personalized financial planning and investment advice to clients, • Utilize AQI to enhance client service offerings while offloading back-office and administrative tasks, • Collaborate with AQI’s experienced team to develop and implement client strategies, • Maintain compliance with industry regulations and company policies, • Foster and maintain strong client relationships through regular communication and exceptional service, • Focus on business development and growth initiatives Qualifications • Proven experience as a Financial Advisor or similar role, • Existing client book of business, • Strong knowledge of investment strategies, financial products, and market trends, • Excellent interpersonal and communication skills, • Ability to work independently and as part of a collaborative team, • Relevant certifications (e.g., CFP, CFA) are preferred, • Series 65 or 66 licensing is required What We Offer • Independence to build your own business, • Full back-office and administrative support, • Access to institutional investment strategies and alternative investments, • Opportunities for professional growth and development, • A collaborative and supportive work environment, • Competitive compensation with up to 100% payouts (roughly $150K - $1M+ per year), • Comprehensive out-of-office support How to Apply Interested candidates are invited to submit their resume and cover letter through our website's contact page or to . Join AQI and be part of a team that values innovation, client relationships, and professional growth.

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for an Advisor, Collections (Business to Business) based in the United States. As an Advisor, Collections (Business to Business), you will play a key role in optimizing accounts receivable operations and strengthening relationships with business customers and internal stakeholders. You will collaborate closely with offshore teams to facilitate timely payments, resolve operational challenges, and ensure consistent service quality. Through performance monitoring, root-cause analysis, and structured escalation processes, you will help improve collection efficiency and align operational activities with business objectives. You will also contribute to team development by preparing training materials, supporting onboarding, and sharing best practices. This role combines financial operations, customer service, quality assurance, and cross-functional collaboration in a nationwide remote environment. It offers an opportunity to take ownership of complex challenges, develop innovative solutions, and make a measurable impact on financial performance. Accountabilities • Collections Operations and Payment Support: Collaborate regularly with offshore teams to support business-to-business collection activities, ensuring customers receive the information needed to facilitate timely payments and resolve outstanding account balances., • Stakeholder Communication and Issue Resolution: Respond promptly and professionally to requests from offshore teams and internal stakeholders. Investigate concerns, coordinate appropriate actions, and maintain effective working relationships with internal and external partners., • Escalation Management and Root-Cause Analysis: Initiate, implement, and track escalation procedures when collection activities or offshore operations do not meet business expectations. Work collaboratively with relevant stakeholders to identify underlying issues, develop corrective solutions, and monitor their implementation to ensure lasting resolution., • Quality Assurance and Performance Monitoring: Conduct regular quality audits of offshore team performance, including call monitoring, performance evaluations, and identification of service or process deficiencies. Communicate quality concerns to offshore team leads and follow up on improvement initiatives., • Training and Knowledge Development: Prepare training materials and deliver training sessions as needed to improve operational consistency, strengthen process knowledge, and support adherence to established standards and procedures., • Onboarding and Systems Support: Assist with onboarding offshore team members by coordinating system access and helping ensure they have the tools and information required to perform their responsibilities effectively., • Process Improvement and Technical Problem-Solving: Apply comprehensive business and technical knowledge to complex operational challenges, contribute to the development of policies and procedures, and recommend practical solutions aligned with organizational objectives., • Collaboration and Mentorship: Work independently on projects of varying complexity, accept general guidance when starting new initiatives, and support less experienced colleagues through knowledge sharing and mentoring when appropriate. Requirements • Education: A bachelor's degree in a relevant field is preferred. Equivalent professional experience may also be considered., • Professional Experience: Approximately 3–5 years of business experience, preferably in collections, finance, accounts receivable, or customer service, with an understanding of payment processes and business customer relationships., • Technical Proficiency: Experience using Microsoft Office applications, particularly Excel, Word, and PowerPoint, is required. Familiarity with SAP and BusinessObjects is preferred., • Analytical and Problem-Solving Skills: Ability to investigate complex operational issues, identify root causes, evaluate performance trends, and develop effective solutions that support business objectives., • Communication and Relationship Management: Strong written and verbal communication skills, with the ability to interact professionally with offshore teams, internal stakeholders, and external customers across different functions., • Quality and Process Management: Ability to evaluate service quality, monitor performance against expectations, document issues accurately, and follow escalation procedures through to resolution., • Organization and Accountability: Strong prioritization skills and the ability to manage multiple requests and projects independently while maintaining attention to detail and meeting operational objectives., • Training and Collaboration: Ability to prepare clear training resources, support onboarding activities, share knowledge, and contribute to a collaborative team environment., • Adaptability and Continuous Improvement: A proactive approach to identifying inefficiencies, developing practical solutions, improving processes, and contributing to the consistent delivery of business results., • Work Location: Ability to work remotely from within the United States. Benefits • Competitive Salary: Anticipated annual salary range of $68,500–$97,700, depending on geographical location, relevant education, experience, skills, and internal pay equity., • Remote Work: Nationwide remote work opportunity within the United States., • Healthcare Coverage: Medical, dental, and vision insurance options., • Retirement Savings: Access to a 401(k) savings plan., • Paid Time Off: Paid time off to support personal needs, rest, and work-life balance., • Health Savings Account: Access to a Health Savings Account (HSA), subject to plan eligibility., • Flexible Spending Accounts: FSAs to help manage eligible healthcare and dependent-care expenses., • Disability Coverage: Short-term and long-term disability benefits., • Financial Flexibility: Access to myFlexPay, which allows eligible employees to access earned wages before the scheduled payday., • Family Support: Paid parental leave to support employees during important family milestones., • Well-Being Resources: Access to work-life resources and healthy lifestyle programs designed to support overall wellness., • Inclusive Workplace: An environment that values diversity of experience, perspective, and background and promotes equal employment opportunities., • Professional Development: Opportunities to build expertise in financial operations, collections, quality assurance, stakeholder management, and process improvement., • Performance-Based Scope: Opportunities to contribute to complex projects, improve operational procedures, and develop technical solutions with increasing independence., • Bonus Eligibility: This position is not eligible for a bonus. How Jobgether Works We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Your Future Team: We are a growing, independent Registered Investment Advisor (RIA) dedicated to delivering a premier wealth management experience. We are passionate about supporting our clients on a journey to living their best life. While many financial advisors focus on investments, we feel our client’s portfolio is only one part of the picture. We analyze their personal financial situation; help set realistic financial goals and develop plans to achieve them. We believe financial planning allows our clients to make informed decisions and ultimately cultivate wealth over time. This is a fully remote position with work hours aligned to Eastern Time. Preference will be given to candidates in the New York City metropolitan area, as travel will be expected a few times each year for occasional team meetings and client events. The Role: We are seeking a full-time remote Paraplanner to join our team. You will support the financial planning process from client meeting preparation, through preliminary recommendations. You will gather and organize client information, enter data into financial planning software, prepare meeting materials, and help the advisory team deliver a thoughtful, well-coordinated client experience. This role offers a clearly defined career track with the opportunity for significant professional growth. After learning and adapting to our processes and procedures in the Paraplanner role, you will have the opportunity to begin working with clients as an Associate Advisor, and then ultimately grow into a Lead Advisor. This is a great opportunity for someone who is driven, analytical, and thrives in a collaborative team environment. What You’ll Do: • Prepare materials for client meetings, • Gather and organize client data, • Analyze documents and create visual aids as needed for client presentations, • Input data into financial planning software and make preliminary recommendations, • Research creative financial planning solutions, • Prepare cash flow analysis and statements for clients, • Attend client meetings to assist with notetaking and follow up tasks, • Communicate with team members on client documentation, prep and process, • Participate in weekly team meetings What You’ll Bring: • 2 or more years of industry experience, • Must hold the CFP® certification or be actively pursuing completion of the CFP® coursework, • Series 65 license desired, but not required, • Basic working familiarity with financial planning and client relationship management software; experience with RightCapital, Holistiplan, Wealthbox, or Hubly is a plus, • Solid working knowledge of Microsoft Office including Excel and PowerPoint, • Strong written and verbal communication skills, • Highly organized with strong follow-through, • Ability to prioritize day-to-day to ensure all tasks are followed up on and completed on time, • Resourceful with the ability to troubleshoot issues that may arise, • Driven, organized and reliable, • Bachelor’s degree required; candidates must also be legally authorized to work in the United States What We Offer: • This is a full-time W2 position with required availability during Eastern Time business hours, • Annual base compensation of $80,000-$100,000, based on qualifications and experience, • Eligible for quarterly bonuses tied to firm revenue, • Generous PTO, • 401k plan with matching contribution, • Continuing education support, • Clear opportunity to grow and advance your career, • Direct mentorship and the opportunity to learn alongside accomplished women in the financial services industry, • A collaborative, supportive team environment

Investment Manager / Advisory Team Lead Confidential Wealth Management Firm Remote – United States 100% Commission | Uncapped Earning Potential Stop Building a Book. Start Building a Business. BrokerHunter is conducting a confidential search for an entrepreneurial Investment Manager / Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team, and create long-term enterprise value. You may already have a successful practice, manage assets, or lead a team. If you're frustrated by traditional models that limit your opportunities primarily to AUM, this could be an opportunity worth exploring. Think Beyond AUM The platform allows advisors to serve clients across a broad range of financial needs, including: • Investment management — stocks, ETFs, mutual funds, options, and customized strategies, • Estate planning, • Tax planning and CPA services, • Insurance — life, health, and property & casualty, • Commercial and business financing, • Private equity and alternative investments, • Business planning and financial services Advisors also have access to multiple custodial options, including Charles Schwab, Altruist, and Interactive Brokers, providing flexibility in managing client relationships and accounts. A client who doesn't need investment management today may still need tax planning, estate planning, insurance, financing, or business advice. The goal is to become the financial professional clients call when they have a financial need—not simply when they need their portfolio managed. Build It. Grow It. Create Long-Term Value. This opportunity is designed for advisors who want to think like business owners. Build a team. Grow recurring revenue. Expand the services you provide to clients. Create an enterprise that may eventually be transitioned or monetized when you're ready to retire. For qualifying advisors bringing an existing book or practice, the firm may also be able to structure compensation for client relationships and assets transitioned to the platform, depending on the circumstances. What We Offer • 100% commission with uncapped earning potential, • Competitive payouts and leadership overrides, • Potential compensation for qualifying books or practices transitioned to the platform, • Multiple custodial options, including Schwab, Altruist, and Interactive Brokers, • Recruiting, marketing, operational, and transition support, • Integrated investment, tax, estate, insurance, and business resources, • Opportunity to build and lead a team, • Opportunity to create meaningful long-term enterprise value, • 100% remote, • Health insurance Who We're Looking For • 5+ years of wealth management or financial services experience, • Series 65, Series 66, or Series 7/66, • Entrepreneurial and growth-oriented mindset, • Existing book, team, or portable production preferred, • Interest in expanding beyond traditional investment management, • Strong desire to build a business and develop a team The Opportunity Technology and AI are changing financial services. The advisor of the future won't simply manage investments—they'll help clients solve a broader range of financial problems. If you're looking for a platform where you can build a business, not just a book, we'd like to hear from you.

Financial Advisor 📍 Elmira, NY We are seeking an experienced Certified Financial Planner to join our team in the greater Elmira, NY area. In this role, you will serve as a trusted advisor to high net-worth clients, delivering comprehensive financial planning and wealth management solutions while building long-term client relationships. Responsibilities • Serve as the primary financial manager and advisor for high net-worth clients., • Administer comprehensive financial management services on an ongoing basis., • Prepare customized financial analyses, including cash flow analysis, statements of financial condition, insurance evaluations, retirement planning, survivorship analysis, and estate planning reviews., • Prepare and review personal income tax returns and develop tax planning strategies., • Provide guidance on employee benefits, stock options, real estate decisions, business and career planning, education funding, gifting strategies, insurance, and other client-specific financial needs., • Develop and implement financial plans aligned with clients’ goals and objectives., • Counsel clients regarding financial objectives, portfolio structure, and investment performance., • Participate in business development initiatives, including prospect identification, relationship management, and client acquisition activities., • Conduct meetings with prospective clients to communicate the firm’s value proposition and support growth objectives. Qualifications • Certified Financial Planner designation required., • Bachelor's degree required; advanced degree preferred., • 4+ years of experience working as a Certified Financial Planner/Financial Advisor/ Wealth Advisor., • Experience serving as the primary advisor for clients., • Demonstrated business development experience and ability to grow a book of business., • Strong interpersonal and communication skills., • Proven self-starter with strong motivation and initiative., • Passion for delivering exceptional client service. Relocation: • Relocation package available for non-local candidates

Market President – M&A Advisory Base Salary: $75,000–$100,000 base + performance-based incentives from success fees On-Target Earnings: $150,000–$200,000+ Location: Remote, must live in Las Vegas area. (With travel as needed) Employment Type: Full‑time About NOW EXIT NOW EXIT is a fast‑growing, national sell‑side M&A advisory firm dedicated to helping founder‑owned and family businesses achieve successful, life‑changing exits. We partner closely with business owners at one of the most important moments of their professional lives, guiding them through valuation, positioning, marketing, and transaction execution with integrity and expertise. As we continue to expand, we’re seeking an experienced Market President to lead business development efforts, manage client relationships, and drive successful transactions in their market. The Opportunity This is a senior, revenue‑generating leadership role for a relationship‑driven professional who thrives in consultative selling and strategic advisory work. You’ll own the client relationship from initial conversation through close, while collaborating with analysts and dealing with team members to deliver exceptional outcomes. You’ll have the autonomy to build your market, the platform to scale your impact, and the earning potential to match your performance. What You’ll Do • Originate and develop new client relationships with business owners considering a sale, • Leverage and grow a strong referral network (wealth advisors, CPAs, attorneys, consultants), • Lead clients through the full M&A lifecycle—from valuation to close, • Present valuation insights and exit strategies to founder‑owners and executives, • Oversee preparation of marketing materials and confidential information memoranda, • Coordinate and guide analyst support teams to ensure accuracy and quality, • Market opportunities to qualified buyers and manage buyer interactions, • Negotiate offers and structure transactions in the best interest of clients, • Lead and coordinate due diligence efforts across buyers, clients, and internal teams, • Maintain accurate reporting and pipeline management within CRM systems, • Represent NOW EXIT professionally in the market and at client meetings, • Travel as needed for client meetings and buyer site visits Who You Are • A trusted advisor to business owners with strong executive presence, • A proven relationship builder with an established referral network, • Comfortable selling high‑value consulting services to senior decision‑makers, • Highly organized, detail‑oriented, and able to manage multiple deals simultaneously, • Financially savvy with the ability to interpret and explain financial statements, • Confident communicator—clear, persuasive, and professional Qualifications Experience (preferred): • Former Active Business Broker, M&A Advisor, Wealth Manager, or founder who has built and sold a company ($5M+ transaction experience strongly preferred), • Minimum of 3 years of hands‑on experience in business sale transactions, • Direct operating experience at the shareholder or executive level is a strong plus, • Established relationships with Wealth Advisors, CPAs, Estate Attorneys, and other Business‑Owner Advisors Education: • Bachelor’s degree in Business, Finance, or Accounting, • MBA preferred, • Equivalent experience considered: 5+ years owning/operating a business generating $5M+ in revenue with a professional management team Tools & Skills • CRM systems and deal tracking, • Microsoft 365 (Excel, PowerPoint, Outlook), • Financial analysis and valuation concepts, • Social media and professional networking for prospecting, • Strong follow‑up and pipeline discipline Compensation & Benefits • Base Salary: $75,000–$100,000 DOE, • Commission & Incentives: Total compensation potential of $200,000+ based on performance, • 401(k), • Health, dental insurance, • Paid time off, • Fully remote opportunity Why NOW EXIT • High‑growth national platform with strong brand momentum, • Meaningful work advising entrepreneurs at pivotal moments, • Significant autonomy with leadership visibility, • Scalable income potential tied directly to performance, • Collaborative, experienced deal teams that support your success

About Grantd Grantd is an AI-powered equity compensation platform built by Certified Financial Planners and Certified Equity Professionals. We help financial advisors turn complex equity compensation — RSUs, stock options, ESPPs, AMT exposure — into a scalable service offering and a major source of new AUM. Advisors using Grantd are uncovering an average of $8.9M in held-away assets per equity comp client. We're building out the RIA channel and looking for someone who already owns it. Remote (US) or Hybrid (Denver, CO) The Role This is a Business Development Officer position for someone who has spent time selling into RIAs and has the relationships to show for it. You know who the decision makers are at the firms that matter — not because you looked them up, but because you've worked with them. You understand how RIAs evaluate technology, how they think about adding services, and what it takes to get something in front of an investment committee or onto a platform approved list. This role offers a competitive base salary with uncapped commissions and meaningful equity participation. Our early sales team will directly influence our product, go-to-market strategy, and long-term success. What You'll Do • Own a territory of RIAs from $500M+ AUM and drive adoption of the Grantd advisor platform, • Leverage your existing network to open enterprise and mid-market RIA relationships across independent firms, aggregators, and broker-dealers, • Run the full sales cycle — outreach, discovery, demo, proposal, negotiation, platform onboarding, • Develop and close channel partnerships with RIA aggregators, custodians, and BD networks where Grantd can be positioned as a preferred or integrated solution, • Partner with our CFP and CEP team for technical demos and advisor training, • Represent Grantd at industry events: Dynasty Summits, Focus Financial, Barron's, DeVoe, Schwab IMPACT, Fidelity Inside Track, • Surface advisor feedback to product — you're the voice of the channel, • Growth path: opportunity to become one of Grantd's first sales leaders as we scale — early hires help shape our sales process, product direction, and future team Who You Are You come from one of these places: • Custody sales or relationship management at a major RIA custodian — where you spent years calling on and supporting RIA principals and COOs: Schwab Advisor Services · Fidelity Institutional · LPL Financial · Pershing · Altruist • SaaS sales into the RIA channel at a financial planning or advisor technology company: eMoney · MoneyGuidePro · Orion · Riskalyze / Nitrogen · Holistiplan · RightCapital • You have an established network of RIA decision makers — principals, partners, COOs, technology leads, and investment committee members — built throughout your career, • You understand how advisors evaluate new technology: compliance review, integration requirements, pricing sensitivity, and adoption hurdles, • You know the equity comp gap in most RIA practices — few serve it well, most know they're leaving AUM on the table — and you can make that land in a room, • You're energized by building something, not maintaining it What Success Looks Like Success in this role comes from a genuine, contactable network of RIA decision makers, direct sales experience, and the ability to build enterprise relationships independently — without relying on brand recognition or inbound demand. Compensation • Base Salary: $100-$150k, • OTE: $250,000+, • Commission: Uncapped, • Equity: Meaningful stake in a high-growth fintech company, • Benefits: 401(k) with company match; health, dental, and vision coverage; paid time off and company holidays Actual compensation will depend on experience, qualifications, and other business considerations. OTE reflects expected performance at full quota attainment. Why Grantd Equity compensation is one of the fastest-growing wealth segments in the country, and most RIAs have no scalable way to serve it. The advisors who figure this out first will win the next decade of high-income tech and executive clients. Grantd is the platform that makes it possible — and we're looking for the person who can get it in front of the right firms before everyone else does. How to Apply Submit your resume and a cover letter to . Applications will be accepted on an ongoing basis until the position is filled. Grantd Equity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Owens & Minor is a global healthcare solutions company providing essential products, services and technology solutions that support care delivery in leading hospitals, health systems and research centers around the world. For over 140 years, Owens & Minor has delivered comfort and confidence behind the scenes, so healthcare stays at the forefront, helping to make each day better for the hospitals, healthcare partners, and communities we serve. Powered by more than 14,000 teammates worldwide, Owens & Minor exists because every day, everywhere, Life Takes Care™. Global Reach with a Local Touch • 140+ years serving healthcare, • Over 14,000 teammates worldwide, • Serving healthcare partners in 80 countries, • Manufacturing facilities in the U.S., Honduras, Mexico, Thailand and Ireland, • 40+ distribution centers, • Portfolio of 300 propriety and branded product offerings, • 1,000 branded medical product suppliers, • 4,000 healthcare partners served Benefits • Comprehensive Healthcare Plan - Medical, dental, and vision plans start on day one of employment for full-time teammates., • Educational Assistance - We offer educational assistance to all eligible teammates enrolled in an approved, accredited collegiate program., • Employer-Paid Life Insurance and Disability - We offer employer-paid life insurance and disability coverage., • Voluntary Supplemental Programs – We offer additional options to secure your financial future including supplemental life, hospitalization, critical illness, and other insurance programs., • Support for your Growing Family – Adoption assistance, fertility benefits (in medical plan) and parental leave are available for teammates planning for a family., • Health Savings Account (HSA) and 401(k) - We offer these voluntary financial programs to help teammates prepare for their future, as well as other voluntary benefits., • Paid Leave - In addition to sick days and short-term leave, we offer holidays, vacation days, personal days, and additional types of leave – including parental leave., • Well-Being – Also included in our offering is a Teammate Assistance Program (TAP), Calm Health, Cancer Resources Services, and discount programs – all at no cost to you. Summary This role provides enterprise leadership for the commercial planning, sales coverage, and strategic execution disciplines that translate business priorities into coordinated field action and profitable growth. This leader directs territory and coverage model design, customer segmentation, quota methodology, and annual planning. As a strategic advisor to executive and field sales leadership, this role also directs sales communications and commercial event management. This role aligns Sales, Finance, Product, Marketing, and other partners around clear priorities, governance, timelines, and communications to drive measurable outcomes. The anticipated salary range for this position is $170,000 - 180,000 annually plus 20% AIP eligibility. The actual compensation offered may vary based on job related factors such as experience, skills, education and location. Core Responsibilities • % of Major Initiatives evaluated through formal prioritization framework – reduction in duplicate or conflicting initiatives across functions, • Increase in revenue per rep, reduction in territory imbalance (workload / opportunity variance), • Standardized sales processes that support commercial priorities, accountability, and cross-functional execution, • Disciplined execution of commercial initiatives against approved roadmaps, timelines, communications, and success measures, • Improved visibility into event and program effectiveness through outcome and ROI tracking Ownership Of • Territory design, territory alignment methodology, customer segmentation, and sales coverage model design, • Communication of organizational or customer updates to the sales organization, including leading monthly All Sales Calls, • Cross-functional annual commercial planning process and the account planning framework, calendar, product focus, required deliverables, structured reviews, governance, and training expectations, • Account Planning process and prioritization frameworks / governance for what promotions, products, etc are targeted to the field, • QBR materials and support, including external messaging, standard materials, review process, and compliance tracking, • Governance and process improvement for account set-up aligned to account assignments and requirements, • Commercial samples process and flow, including roles, approvals, tracking, and issue resolution, • Commercial coordination of E&O initiatives, including prioritization, field activation, communications, and outcome tracking Provides Recommendation, Information & Oversight To • Product Launches through the governance of the Sales Activation Process along with recommendations of adjustments to priorities, coverage based on performance insights, • Leadership presentation materials, playbooks, and rollout materials for consistent messaging across functions, • Prioritization through data-driven, measurable targets and initiatives, • Territory, quota, coverage, and customer segmentation changes based on market opportunity, workload, customer needs, and commercial priorities., • Annual priorities, product focus, initiative sequencing, field activation plans, and adjustments based on execution results., • Event participation, investment, and portfolio changes based on strategic relevance, customer engagement, and ROI., • Quota setting and territory deployment based on coverage model, • Product and marketing go-to-market strategies based on voice of sales and voice of customer information, • Leadership on customer segmentation prioritization to understand win probability, market potential, and competitive positioning Qualifying Experience • Bachelor’s degree in business, strategy, finance, marketing, healthcare administration, or a related field; advanced degree preferred, • 8+ years of progressive experience in commercial strategy, sales operations, sales planning, consulting, marketing strategy, or a related discipline, including leadership of complex cross-functional programs, • Ability to operate cross-functionally and influence without authority, • Strong communication and executive presentation skills with ability to identify clear, actionable plans from complex topics or issues, • Advanced Excel, PowerBI, presentation skills; strong familiarity with Salesforce or CRM systems, • Demonstrated expertise in territory design, customer segmentation, coverage models, quota methodology, annual planning, and account planning, • Proven ability to translate enterprise strategy into field-ready roadmaps, governance, communications, materials, milestones, and measurable deliverables, • Strong program and event leadership experience, including executive forums, national sales meetings, tradeshows, and multi-function initiatives, • Executive communication and presentation skills, including development of leadership materials, customer communications, FAQs, and large-group calls., • Strong analytical and financial acumen with the ability to evaluate territory balance, program effectiveness, event ROI, and commercial outcomes, • Advanced proficiency with Excel, PowerPoint, Power BI, Salesforce, and related planning and project-management tools., • Ability to influence senior leaders and cross-functional partners without direct authority and drive clarity, decisions, and follow-through., • Healthcare distribution, medical products, health systems, GPOs, or related industry experience preferred If you feel this opportunity could be the next step in your career, we encourage you to apply. This position will accept applications on an ongoing basis. Owens & Minor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.

Client Partner, Financial Services & Insurance - Central Region Ideal Candidate location: Columbus, OH / Dallas or Austin, TX / Chicago, IL / St. Louis, MO ABOUT THE ROLE In this role, you will drive business development and revenue growth within assigned existing accounts & clients. This role focuses on deepening client relationships, expanding wallet share, and aligning account strategies with client business goals. The role collaborates closely with internal & external stakeholders to deliver an exceptional client experience and support account success. Responsibilities • Build and strengthen relationships with key decision-makers and influencers (up to VP level), • Serve as a trusted advisor by understanding client business models, strategies, and priorities, • Drive superior client satisfaction and loyalty, measured through Net Promoter Score (NPS). Achieve superior NPS, • Expand account footprint by identifying and developing new lines of business or market segments, • Drive and close high-value, complex contract negotiations & deals, • Drive revenue growth by increasing wallet share and expanding existing and net-new revenue streams within assigned accounts, • Own executive-level client relationships across a portfolio of large, complex accounts — acting as the ultimate point of contact, trusted advisor, and internal advocate to ensure services consistently deliver strategic value, • Drive portfolio growth by identifying expansion opportunities, building account development plans, and championing deal pursuit from pipeline through contract signature REQUIREMENTS • 10+ years in consultative sales, account management, or customer success with enterprise or ISV clients with a proven track record of account revenue growth and strategic relationships., • 6+ years leading large, complex account portfolios with proven revenue growth, high client satisfaction, and long-term retention within financial services and insurance clients with a strong knowledge of how regulated environment shapes what clients can buy, how they buy it and how deals get approved., • Fluency in the technology that runs the sector: core banking, payments, policy and claims platforms, cloud hyperscalers, and data platforms., • Commercial fluency in enterprise AI: the ability to frame where AI creates value and manages risk for financial services and insurance clients, and to turn that into pipeline. Technical depth is a plus, not a requirement., • Strong strategic thinking and business acumen, with the ability to translate client needs into actionable, value-driven growth plans, • Demonstrated knowledge of industry trends, emerging technologies, and client-specific market dynamics, • Willingness to travel a minimum of 30% to the client and team locations, • Bachelor’s degree in relevant field (IT or Business); advanced degree preferred. This posting includes an anticipated salary range that SoftServe expects to offer for this position. The range provided reflects the base salary only. Final compensation within this range will be determined based on a number of factors, including, but not limited to: geographic location, relevant experience, education, certifications, skills, budget, and market conditions. The anticipated salary range for this role is $160,000.00 – $200,000.00 annually, in line with our internal compensation framework and budget allocation for the role. Most candidates are offered a salary within this disclosed range. If the role is eligible for a variable pay plan, this would be considered separately and may provide additional earnings beyond the base salary range reflected here. Please note, the information provided in this posting is a general summary and may not include all compensation elements or benefits associated with the position SoftServe is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, age, sex, nationality, disability, sexual orientation, gender identity and expression, veteran status, and other protected characteristics under applicable law. Let’s put your talents and experience in motion with SoftServe.

Target Markets - Near major airports. Midwest Territory: Illinois, Ohio, Indiana, Wisconsin, Pennsyvania, Iowa, Missouri and Michigan. Western Territory: Western United States: Arizona, California, Idaho, Nevada, Oregon, Utah, and Washington ABOUT THE ROLE A mission-driven life insurance organization with a long history of service, financial strength, and community impact is seeking an experienced Life Insurance Field Sales Director to support and elevate field operations within Ohio. Why This Role: You will be joining an organization that combines financial strength with a mission-focused culture. This is an opportunity to apply your talents in a role that directly impacts field performance, agent success, and the growth of a large regional footprint. DUTIES & RESPONSIBILITIES Partner closely with regional field management to strengthen agency operations and help drive growth across key performance pillars. Mentor, coach, and motivate General Agents, Assistant General Agents, Field Agents, and support teams to exceed expectations in production, recruitment, applications, and profitability metrics. Conduct regular in-person agency visits to assess performance, provide strategic guidance, and support long-term success. Serve as a trusted advisor on operational best practices, workflow optimization, and field force development. QUALIFICATIONS & EXPERIENCE 8+ years of experience in life insurance operations or administration. Strong understanding of agency distribution, field operations, and life insurance processes. Proven leadership and coaching ability with field or agency teams. Excellent communication skills and a customer-centric mindset. Highly organized, solution-oriented, and capable of managing multiple priorities. Professional designations such as FIC, FLMI, or CLU are a plus.

Compensation: $200,000 to $250,000 base salary plus performance bonuses Location: Remote, U.S. with travel to client meetings, industry events, and company retreats About Alaris Alaris Acquisitions is a sell-side M&A advisory firm that works exclusively with owners of wealth management firms. We help RIA owners find the right partner and the right deal, using Applied Buyer Intelligence and our proprietary Lens platform. Our team has been part of 100+ closed acquisitions and $2B+ in seller proceeds, with zero post-close break-ups. Most M&A processes begin with a buyer list. Alaris begins with buyer intelligence. The role At an independent broker-dealer such as LPL Financial, Osaic, or Commonwealth, you helped advisors and firm owners grow their practices and solve business problems. At Alaris, you will guide those owners through succession, partnership, and sale decisions, where the stakes are highest and the right advisor matters most. This is a full-cycle origination role. You will source, pitch, and close new advisory engagements with wealth management firm owners, including independent and hybrid RIAs. Once an engagement is signed, you hand the client to our deal and transition teams, and you go back to building your pipeline. What you will do • Build and work a pipeline of firm owners who are thinking about succession, partnership, or a sale, • Lead first meetings and discovery conversations to understand each owner's goals, business, and ideal outcome, • Present the Alaris approach and Lens platform, and win signed advisory engagements, • Develop referral relationships across the independent broker-dealer and RIA ecosystem, • Represent Alaris at conferences, study groups, and industry events, • Hand off each signed client with a complete, accurate record of what you learned and committed, • Keep your pipeline current in our CRM What we are looking for • 5+ years as a Regional Director, Market Leader, Vice President of Business Development, or in a comparable advisor recruiting, relationship management, or business development role at an independent broker-dealer such as LPL Financial, Osaic, or Commonwealth Financial Network, • A real network of independent and hybrid advisors and firm owners, ideally firms with $2M to $15M in annual revenue, • A track record of recruiting and growth: advisors or assets brought on, new affiliations, or significant asset growth, • Fluency in practice economics: revenue, margins, affiliation models, ownership structure, and the move from broker-dealer to RIA, • Comfort closing a long-cycle, high-trust decision without a large brand behind you, • Discipline to follow through on every commitment and keep a pipeline organized, • Bachelor's degree; CFP, CFA, CIMA, or similar designations are a plus Why Alaris • A 100% success-fee model that lines up our interests with our clients' interests, • Proprietary buyer intelligence that gives you a clear point of difference in every conversation, • A small, direct team where your results are visible and rewarded, • Base compensation of $200,000 to $250,000, plus performance bonuses tied to results Alaris Acquisitions is an equal opportunity employer.

Director, Client Strategy & Growth New York DMA preferred About Strike Social Strike Social is an independent AdTech company specializing in YouTube, Meta, TikTok and other biddable social platforms. Our software-enabled service model combines proprietary planning, pacing and optimization technology with a global team of media experts to improve campaign performance and generate meaningful efficiencies for agencies and brands. We work as an extension of our clients' teams, taking ownership of campaign strategy and execution so they can focus on strengthening client relationships and growing their businesses. As a privately held company, we have the freedom to make decisions based on what is right for our clients, our team and the long-term health of the business. We operate with an ownership mindset and encourage our team members to contribute beyond the traditional boundaries of their roles. The Opportunity Strike Social is seeking a senior client leader who can bring together media expertise, strategic thinking and strong relationship management. This person will initially work alongside Strike's existing leadership to support a portfolio of established client accounts, learn the business and develop strong client relationships. As they grow into the role, they will take on greater responsibility for guiding media strategy, translating campaign performance into clear recommendations and aligning Strike's internal teams around each client's objectives. Unlike a traditional agency client-services role, this position provides direct exposure to the commercial side of the media business. The person will help connect client strategy to pricing, margins, revenue models, partnership structures and the overall financial health of the company. They will work with senior leadership to evaluate opportunities, shape commercial solutions and determine what makes an engagement successful for both the client and Strike. Over time, the role is expected to expand beyond account leadership into a broader commercial position and include a commission structure. The right candidate will be interested in growing existing relationships, supporting new-business conversations, developing revenue partnerships and ultimately taking greater ownership of sales and client development. This is not a hands-on campaign trafficking or operations role. However, the person must have enough practical paid-media experience to confidently evaluate campaign structure, question performance, recommend tactical changes and speak credibly with experienced clients and prospects. The Ideal Candidate The ideal candidate has meaningful experience on the media, execution or client-services side of an agency or AdTech business and is ready to broaden their scope. They understand how campaigns work and can speak credibly about platform strategy and performance, but they want to move beyond the traditional boundaries of campaign and account management. They are interested in understanding how the broader business operates - including pricing, margins, revenue structures, partnerships and commercial decision-making. They want to develop from a trusted media and client advisor into a leader who can manage relationships, shape business opportunities and contribute directly to company growth. For someone with strong media experience who wants to expand into relationship leadership, sales and commercial strategy, this role offers a clear path toward broader business ownership. Key Responsibilities Client Leadership & Strategy • Serve as a senior strategic lead across a portfolio of established client relationships, with a focus on paid social performance., • Lead client conversations covering social media strategy, audience development, measurement and optimization., • Translate complex campaign data into clear insights, recommendations and next steps., • Present strategies, performance reviews and new opportunities virtually and, when appropriate, in person., • Anticipate client needs, identify potential challenges and proactively develop solutions., • Maintain strong relationships with senior client stakeholders and build trust as a strategic business partner., • Coordinate with Strike's media and operations teams to ensure client strategies are executed effectively. Paid Media Strategy • Provide strategic oversight of paid social campaigns, with particular fluency in Meta advertising., • Navigate Meta Business Manager and Ads Manager comfortably when reviewing campaign structure, performance and optimization opportunities., • Advise clients and prospects on paid social tactics, audience strategies, creative considerations, measurement and platform developments., • Lead informed conversations about YouTube campaign strategy, targeting, formats, optimization and performance., • Evaluate campaign results, ask the right questions of execution teams and ensure recommendations are supported by data., • Stay current on developments across paid social, YouTube and the broader digital media landscape. Commercial & Relationship Growth • Identify opportunities to strengthen and expand existing client relationships., • Participate in pitches, proposals and new-business presentations., • Help develop pricing, rates, scopes of work and margin expectations in partnership with sales and client success teams., • Gain a working understanding of Strike's different commercial models and how they affect clients, revenue and profitability., • Support the development of media, technology and revenue partnerships., • Balance client objectives with Strike's operational capabilities and financial goals., • Develop into a sales and relationship leader who can originate, grow and retain meaningful client partnerships. Team Collaboration • Partner effectively with colleagues across functions, locations and time zones., • Provide clear strategic direction and business context to media, analytics and operations teams., • Create alignment between client expectations and what internal teams can execute successfully., • Take initiative in a fluid organization where priorities and opportunities can evolve quickly., • Contribute beyond a narrowly defined job description when the needs of a client or the business require it., • Help improve the processes, tools and communication practices that support client success. If you are an experienced media professional ready to expand your role across client leadership, commercial strategy and business growth, we’d like to hear from you.

We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job it is a career with purpose. Delivery Drivers Keep Aaron's Moving This isn't some tedious desk job. On our team, you'll be inside, outside, driving, installing, showing customers how to use merchandise and much more. And since this position is store-based, you'll be asked to support the store by assisting with moving, installing, and picking up merchandise. Every day will be different, but you'll connect with lots of good people in our community along the way. Your Career Starts Here With Aaron's, being a Delivery Driver can be the first step on a great career journey. Here's one possible path with us: Delivery Driver > Customer Accounts Advisor > Sales Manager > Customer Accounts Manager > General Manager The Details What You Need: Solid communication skills Working knowledge of electronics Desire to help customers What You'll Do: • Load, secure and protect merchandise, • Offload, install and demonstrate merchandise, • Safely operate delivery vehicle, • Assist in store when needed Additional Requirements: • Age: 21 (18 in Canada), • HS diploma or equivalent preferred, • Must meet DOT requirements for certification (U.S.), • Able to perform physical job including lifting up to 50 lbs. without help and 300 lbs. with a dolly (don't worry, we'll train you and give you the tools to do it safely), • Able to work in all outdoor weather, including rain or summer sun, • A valid driver's license is required, but not a CDL, • No overnight travel Aaron's Total Rewards Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes: • Sundays off, • Employee assistance program, • Employee purchase program with exclusive discounts, • Physical and financial well-being programs, • Tuition reimbursement, • Employee Business Resource Groups, • 401(k) plan with contribution matching, • Paid time off, including vacation days, sick days, and holidays, • Life and disability insurance, • Medical, dental and vision insurance, • Paid paternal leave, • Pay on Demand **Benefits vary based on full- and part-time employment status. Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. About Aaron's At Aaron's we offer sales and lease-to-ownership of specialty items including furniture, consumer electronics, home appliances, and accessories throughout the United States and Canada. Our customers shop at Aaron's for the same reason you should choose us for the next step in your career our ability to positively influence people's lives. If you are looking for a company with the passion and dedication to make a difference in the lives of customers and team members alike, join us today. Aaron's is committed to creating a diverse and inclusive work environment, celebrates our team members' differences, and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, pregnancy, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, military duty, gender expression, genetic information, or any other protected class. Candidates who require accommodation during the recruitment process should contact hrsupport@aarons.com. Aaron's is an Equal Opportunity Employer.

Netsmart RCM (Revenue Cycle Management) Consultant Location: Remote Employment Type: Full-Time and Part-Time Opportunities Available Compensation: Commensurate with Experience Why Work for The EHR Edge? At The EHR Edge, you'll have the opportunity to become part of a growing organization where your ideas, experience, and contributions can help shape our future. As part of the ITPI Group of Companies, we offer the entrepreneurial environment of a young organization backed by a team with more than 250 years of combined experience. You'll work alongside experienced professionals and directly with Human Services organizations where your knowledge can make a measurable difference. Rather than being limited to one system, one department, or one type of project, you'll have opportunities to solve complex problems, improve workflows, strengthen technology adoption, and help clients achieve meaningful operational and financial improvements. We believe successful EHR consulting isn't just about understanding the technology. It's about understanding the people who use it, the processes it supports, and the outcomes the organization needs to achieve. For someone joining us as a Netsmart RCM Consultant, that means helping organizations uncover where revenue is being delayed or lost, identify the underlying causes, and develop practical solutions that improve financial performance while supporting clinical and operational workflows. If you're someone who enjoys solving problems, working collaboratively with clients, and seeing measurable results from your work, The EHR Edge offers an opportunity to help shape a growing organization while making a meaningful impact for the Human Services organizations we serve. Position Summary The Netsmart RCM Consultant serves as a subject matter expert in Netsmart EHR revenue cycle functionality and Human Services revenue cycle operations, with particular emphasis on myAvatar and/or myEvolv. This role works directly with client financial, billing, clinical, operational, and technical teams to evaluate revenue cycle performance, identify root causes of revenue leakage or delays, optimize Netsmart configurations and workflows, and develop sustainable improvements across the revenue cycle. The successful candidate will understand that many revenue cycle problems do not begin in the billing department. Issues involving intake, eligibility, authorizations, clinical documentation, workflow design, system configuration, coding, claims submission, denials, and follow-up can all affect an organization's ability to capture revenue accurately and efficiently. Key Responsibilities EHR and Revenue Cycle Assessment & Optimization • Assess clients' existing Netsmart EHR configurations, workflows, and revenue cycle processes., • Evaluate the complete revenue cycle from intake and registration through authorization, clinical documentation, coding, claims submission, payment posting, denial management, and collections., • Identify system, workflow, configuration, documentation, and process issues that contribute to delayed or lost revenue., • Recommend practical improvements that align Netsmart functionality with organizational, clinical, operational, and financial requirements., • Support Netsmart EHR optimization, reconfiguration, implementation, and improvement initiatives., • Provide support during implementations, optimization projects, testing, and go-live activities as needed. Revenue Cycle Management, • Analyze claims processing, payment cycles, reimbursement patterns, denials, and accounts receivable trends to identify improvement opportunities., • Work closely with finance, billing, coding, clinical, and operational teams to align workflows with payer and reimbursement requirements., • Identify the root causes of recurring denials and recommend corrective actions., • Evaluate opportunities to automate or streamline processes to reduce manual effort, rework, errors, and revenue delays., • Help clients strengthen processes surrounding eligibility, authorizations, documentation, coding, billing, and collections., • Recommend strategies to improve clean-claim rates, reduce denials, accelerate reimbursement, and strengthen overall revenue-cycle performance. Workflow & Process Improvement, • Analyze current-state workflows and identify bottlenecks, gaps, workarounds, and inconsistencies affecting revenue performance., • Facilitate workflow discussions with clinical, operational, financial, and technical stakeholders., • Develop recommendations for improved future-state workflows., • Help ensure that EHR configuration supports the organization's actual operational and clinical processes., • Evaluate downstream financial consequences when clinical or operational workflows are not functioning as intended. Training, Adoption & Change Management, • Develop and deliver training for billing teams, clinicians, administrative staff, managers, and other users., • Educate staff on Netsmart workflows, documentation requirements, and processes that affect billing and reimbursement., • Support Organizational Change Management initiatives associated with revenue-cycle and EHR process improvements., • Help organizations move from temporary workarounds to consistent, sustainable workflows., • Provide post-implementation and optimization support as appropriate. Reporting & Performance Improvement, • Develop, review, and interpret reports used to monitor revenue-cycle performance., • Establish and monitor relevant KPIs, including denial rates, clean-claim rates, days in accounts receivable, reimbursement trends, and other financial performance measures., • Use data to identify trends, bottlenecks, and improvement opportunities., • Present findings and recommendations to client leadership in a clear, actionable manner., • Help clients develop greater visibility into how EHR workflows affect financial performance. Compliance & Best Practices, • Help ensure workflows and system usage support applicable healthcare regulations, payer requirements, documentation standards, and organizational policies., • Maintain working knowledge of relevant coding and reimbursement requirements, including ICD-10, CPT, and HCPCS., • Assist clients in preparing for or responding to billing, coding, documentation, and revenue-cycle audits., • Identify potential compliance or revenue risks and recommend appropriate corrective actions. Client Collaboration & Consulting, • Serve as a trusted advisor to client financial, clinical, operational, technical, and executive stakeholders., • Act as a bridge between departments when EHR or workflow issues cross functional boundaries., • Facilitate communication between clinical and administrative teams to improve documentation, coding, billing, and reimbursement processes., • Clearly communicate findings, risks, priorities, and recommendations to client leadership., • Build and maintain strong client relationships throughout engagements. Required Qualifications, • 3-5+ years of experience with Netsmart EHR systems, revenue cycle management, Human Services operations, healthcare IT consulting, or a closely related field., • Demonstrated hands-on experience with Netsmart myAvatar and/or myEvolv., • Strong understanding of healthcare and Human Services revenue-cycle processes., • Experience with healthcare billing, claims, denials, coding, reimbursement, and collections., • Working knowledge of ICD-10, CPT, and HCPCS., • Experience analyzing workflows and identifying operational or system-related problems., • Strong analytical and problem-solving skills., • Strong client-facing consulting, facilitation, and communication skills., • Ability to work collaboratively across financial, clinical, operational, and technical teams., • Ability to translate complex revenue-cycle or system issues into understandable, actionable recommendations. Preferred Qualifications, • Bachelor's degree in Healthcare Administration, Health Information Management, Information Technology, Finance, Business, or a related field., • Experience specifically within Human Services, behavioral health, intellectual and developmental disabilities, addiction treatment, or other community-based care environments., • Experience with Netsmart implementations, optimization, re-implementations, or system assessments., • Experience with Organizational Change Management and workflow redesign., • Experience developing and interpreting revenue-cycle dashboards and performance metrics., • Certified Revenue Cycle Professional (CRCP), Certified Healthcare Financial Professional (CHFP), CPHIMS, or another relevant professional certification. Key Skills & Competencies, • Netsmart myAvatar and/or myEvolv expertise, • Revenue Cycle Management, • Claims and denial management, • Billing and reimbursement, • Revenue-cycle analysis, • Workflow assessment and optimization, • Root-cause analysis, • EHR implementation and optimization, • Human Services operations, • Healthcare documentation and coding, • Organizational Change Management, • Data analysis and KPI reporting, • Client relationship management, • Training and facilitation, • Cross-functional collaboration, • Problem solving and critical thinking, • Executive-level communication

Semiconductor Supply Chain Planning Manager Overview We are seeking a Manager with strong semiconductor supply chain expertise to manage process transformation engagements across the semiconductor ecosystem. This role requires a detailed understanding of end-to-end semiconductor manufacturing — from silicon start through wafer fabrication, assembly/test, packaging, and integration into downstream applications — combined with the ability to drive process improvement initiatives in highly technical, capital-intensive environments. This individual will serve as a day-to-day advisor to client stakeholders, managing project teams to improve supply planning performance, operational resilience, and end-to-end supply chain visibility. The role requires both semiconductor domain knowledge and strong project leadership capability. Key Responsibilities • Manage semiconductor supply chain process transformation workstreams from diagnostic through implementation., • Serve as a key point of contact for Director- and Manager-level stakeholders across operations, supply chain, and engineering functions., • Support and drive improvements across:, • Silicon start planning, • Wafer fabrication flow and cycle time optimization, • Assembly, test, and packaging operations, • Capacity modeling and constrained supply allocation, • Downstream product integration and customer fulfillment, • Design and implement supply planning processes in long cycle-time, yield-driven, and capacity-constrained environments., • Facilitate cross-functional workshops and support executive steering sessions, driving alignment across technical and business stakeholders., • Guide team members in developing actionable recommendations supported by data, scenario modeling, and financial impact analysis., • Assess and help optimize ERP and advanced planning system landscapes supporting semiconductor operations (e.g., SAP IBP/APO, Oracle, Kinaxis, Blue Yonder, OMP, or similar)., • Support business development, including contributing to proposals and building client relationships., • Coach and mentor consultants and analysts on engagement teams. Qualifications • Experience operating in a consultative capacity, including structuring complex and ambiguous problems, supporting executive workshops, managing day-to-day client stakeholders, and delivering client-ready recommendations., • Prior consulting experience, with experience at a Big 4 or Tier 1 IT services consulting firm preferred., • Hands-on experience in semiconductor supply planning within wafer fabrication and/or assembly, test, and packaging environments., • Working understanding of semiconductor manufacturing processes, including:, • Wafer fabrication flows and extended cycle times, • Yield management and capacity constraints, • Assembly/test operations and packaging dynamics, • Integration into OEM and end-market applications, • Experience contributing to process improvements in constrained-capacity, long lead-time semiconductor environments with measurable operational or financial impact., • Strong executive communication skills with the ability to engage engineering, operations, and senior stakeholders credibly., • Experience with ERP and advanced planning systems supporting semiconductor ecosystems (e.g., SAP IBP/APO, Oracle, Kinaxis, Blue Yonder, OMP, or similar)., • Experience managing cross-functional teams and concurrent workstreams. Additional Requirements • Location: US, • Travel: Willingness to travel up to 25-50% based on client needs

The Wealth Operations Specialist supports the day-to-day operational needs of advisors and client service teams, ensuring accurate processing, timely follow-through, and exceptional service. This role partners with custodians and internal departments to support account opening and maintenance, money movement, client documentation, service requests, and operational issue resolution while following firm policies and regulatory requirements. As a knowledgeable resource in wealth management operations, this individual helps teams navigate custodial requirements, firm processes, and technology platforms. Responsibilities include researching and resolving account issues, maintaining accurate records, providing guidance on operational procedures, and identifying opportunities to improve workflows and service delivery. The ideal candidate brings strong operational knowledge, attention to detail, clear communication, and a collaborative approach. Success in this role requires the ability to manage competing priorities, take ownership of requests through resolution, and build trusted relationships with advisors, staff, and custodial partners. KEY RESPONSIBILITIES 1. Wealth Management Operations & Custodial Administration • Analyze incoming books of business and determine appropriate account transfer and conversion strategies, • Coordinate account opening, maintenance, transfers, rep-code setup, custodial conversions, and asset movement activities, • Serve as a primary operational liaison with custodians and external business partners, • Monitor and resolve operational exceptions, transfer issues, NIGO items, and account discrepancies 1. Advisor Training & Relationship Management • Build trusted relationships with advisors, support staff, and internal stakeholders throughout the onboarding process, • Deliver operational training, process education, and technology onboarding for advisors and administrative teams, • Provide ongoing guidance and support to ensure the successful adoption of firm processes and technology platforms 1. Cross-Functional Leadership & Project Coordination • Coordinate activities across Operations, Compliance, Legal, Finance, Technology, Marketing, and Advisory teams, • Facilitate communication and issue resolution across multiple concurrent transitions, • Identify risks, escalate issues appropriately, and ensure projects remain on schedule 1. Continuous Improvement & Reporting • Track transition progress, operational metrics, and project status updates for leadership, • Identify opportunities to improve workflows, reduce risk, and enhance the advisor and client experience, • Contribute to the development of scalable operational processes that support the firm’s growth strategy REQUIRED QUALIFICATIONS • 3+ years of wealth management operations, advisor services, transition management, or financial services experience., • Experience in an RIA, Broker-Dealer, Hybrid Wealth Management firm, custodian, or financial services institution., • Strong knowledge of custodial platforms, account transfer processes, ACAT and non-ACAT transfers, account opening, re-registrations, asset movement, and account maintenance workflows., • Experience supporting and leading projects, coordinating multiple workstreams, and managing complex priorities, • Experience delivering training, onboarding programs, or operational education to advisor teams and support staff, • Strong analytical, organizational, and technology skills, including experience with CRM, workflow, and reporting platforms, • Excellent communication, problem-solving, and client service skills, • High ethical standards and a commitment to client confidentiality., • Works well in a team environment and independently., • Ability to work extended hours, weekends, and holidays as needed PREFERRED QUALIFICATIONS • Bachelor’s degree in business, Finance, Operations, Management, or a related field; equivalent industry experience will be considered., • Experience working directly with financial advisors and their support staff, • Knowledge of major custodians and wealth management platforms such as Charles Schwab, Fidelity Investments, Pershing, and LPL Financial, or similar providers., • Experience with Salesforce, Orion, DocuSign, portfolio management systems,, • Experience creating operational procedures, training materials, advisor onboarding resources, and transition playbooks, • Project management experience involving multiple stakeholders, timelines, and operational workstreams

Prudential Advisors is looking for an Experienced Financial Advisor in the Elmira-Corning market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. At Prudential, our advising philosophy is designed to empower you to create customized financial plans using industry-leading financial and insurance planning tools. As an Experienced Financial Advisor, you will have access to a comprehensive open-architecture investment platform through our broker-dealer, LPL Enterprise , allowing you to leverage a diverse range of investment solutions, (i.e., stocks, bonds, ETFs, mutual funds, separately managed accounts, brokerage CDs, structured notes, alternative investments, private equity and private REITs, option strategies, annuities, etc.). With these resources at your disposal, you will be equipped to help clients navigate complex portfolios and achieve their financial goals with confidence. This position will offer: • The ability to work with an existing client base., • Access to LPL's full open-architecture independent platform., • The ability to build a strong book of business with Prudential’s exceptional referral programs, • The opportunity to create client solutions without proprietary products sales requirements, • Compensation that is 100% benefitable regardless of the product or company you sell, • The look and feel of an independent advisor with the benefits of being an employee., • Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan + full medical and dental benefits. We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today. • Series 7 and 66 (or 63/65), • LAH license Join us and take your financial planning career to the next level! Featured benefits • Medical insurance, • Vision insurance, • Dental insurance, • 401(k), • Pension plan Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide

About the Role The WSO2 Sales Engineering Team acts as trusted technical advisors to prospects and customers who engage with WSO2. Associate Enterprise Architects at WSO2 focus on various roles, including pre-sales engineering for prospects, technical ownership of customers, and subject matter expertise for architecture consultancies. As an Associate Enterprise Architect you will act as the linchpin connecting customers, internal sales, research and development (R&D), and customer success, across all of WSO2’s products and solutions, including API management, integration, identity and access management, and our internal developer platform vision. You will engage with prospects from the outset, grasp both technical and business needs, architect the right solution, advocate and recommend the ideal product, translate the product into a tailored solution or specific use case, construct a proof of concept, facilitate the conversion of prospects into customers, and persistently foster and expand customer relationships. We encourage you to read this article to learn more about the importance of Associate Enterprise Architects today and their role in technology sales. This critical role is known by various names in the industry, including Pre-Sales Engineering, Sales Engineering, Technical Consultants, and Customer Engineering. At WSO2, we encompass all of the above under Sales Engineering. Key Responsibilities • Design and deliver custom demos, proof of concepts, and solution architectures aligned to customer business, technical, and integration requirements. Evaluate RFP feasibility and contribute to technical and business responses., • Translate customer needs into scalable, high-quality solution designs, clearly communicating technical and business value through presentations, workshops, and documentation., • Develop and maintain deep expertise in WSO2 products, architecture, industry verticals, and competitive offerings. Stay current on technology trends, product evolution, and future direction., • Lead technical aspects of complex project deliveries, including technical ownership, estimation, scheduling, and stakeholder communication. Collaborate closely with delivery managers, product teams, and customers to manage expectations and dependencies., • Conduct architectural and deployment reviews, produce review documentation, and recommend best practices aligned to customer use cases. Follow up on action items with customers and account teams., • Deliver technical workshops, webinars, and enablement sessions for customers, partners, and internal teams, tailoring content for executives, architects, developers, and DevOps audiences., • Serve as a primary technical advisor for assigned accounts, supporting post-sales expansions, account planning, and strategic engagements. Build trusted relationships and manage multiple accounts and prospects., • Drive business and technical discussions with strategic customers and lead customer escalations in partnership with support teams, ensuring timely resolution and root cause analysis., • Provide structured feedback to product and engineering teams based on customer usage, industry standards, and DevOps best practices. Identify and advocate for critical product improvements., • Mentor and lead team members, supporting role clarity, skills development, and knowledge sharing. Lead internal technical discussions and foster continuous learning., • Contribute to thought leadership through high-quality blogs, articles, talks, and public content, positioning WSO2 as a leader in enterprise and business architecture., • Collaborate with marketing and field teams to design and deliver market-relevant events, webinars, and campaigns., • Lead and implement initiatives to improve team productivity, quality, and delivery practices. Measure impact and embed improvements into standard operations., • Continuously expand technical, architectural, and leadership capabilities, applying prior experience and best practices to strengthen team performance and company vision. Qualifications, Skills and Relevant Experience Required: • 2+ years of experience in a pre-sales, solutions engineering, or technical consulting role — this is a must-have, • Hands-on experience with API management, middleware, or integration platforms (WSO2, MuleSoft, Boomi, Apigee, Azure API Management, or similar) — required, • Demonstrated experience leading technical demos, proofs of concept, or solution design with enterprise clients — required, • Ability to communicate effectively with both technical teams and executive stakeholders — required, • Experience working in enterprise environments with complex, multi-stakeholder sales or delivery cycles — required, • Must be located in the United States and authorized to work in the US, • Fluent in English (oral and written)., • Availability for short, frequent travel. Preferred: • Industry exposure in financial services, healthcare, manufacturing, or similar enterprise verticals, • Familiarity with enterprise architecture frameworks (e.g. TOGAF), • Bachelor's degree in Computer Science, Engineering, or related field In Addition to a Competitive Compensation Package, WSO2 Offers: • A work culture and environment where we value both hard work AND flexibility, • Ongoing training, coaching, and mentoring, • Education reimbursement for professional qualifications and courses, • A generous vacation/leave plan that fits your needs, • Health insurance for you and your family, • 401K matching Diversity Drives Innovation We’ve built our business on a commitment to diversity and inclusion. We believe it’s important to foster an environment that values and respects each individual’s strengths, perspectives, and ideas. Doing so not only drives innovation; it also ensures that we can create superior experiences for our customers, partners, and employees worldwide. We value the diversity of our team regardless of race, ethnicity, religion, gender, age, national origin, disability, sexual orientation, or veteran or marital status, and we do not tolerate any form of discrimination.

Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter. Location: Remote | Candidates can reside in: AL, AR, AZ, FL, GA, ID, IN, KS, KY, LA, MI, MO, MS, NC, NV, OH, OK, SC, PA, TN, TX, UT, VA, and WI Hours: Monday-Thursday Rotating 10am-7pm ET or 12 pm- 9:00 pm ET and Friday 9:30am-6:30pm ET PURPOSE OF POSITION: As an Enrollment Advisor, you will change lives by serving as a trusted bridge between military service and civilian tech careers. You will help prospective students take transformative steps toward high-demand careers in information technology and cybersecurity, translating shared military values into student success. You will drive pipeline conversion by actively engaging prospective students, instilling confidence in the power of education as the ultimate fuel for transformation, and closing enrollments. This high-energy, performance-driven sales role requires an individual with a relentless passion for achieving ambitious targets, overcoming daily objections, and thriving in a competitive environment. In this role, you will guide prospective students through every stage of the enrollment funnel—from the initial consultation and presentation to financial documentation and final onboarding. Successful candidates combine strong consultative sales skills, deep empathy, and a high-accountability mindset to turn life-changing aspirations into enrolled starts. ESSENTIAL DUTIES & RESPONSIBILITIES: • Drive Consultative Pipeline Growth: Inspire and close prospective students by articulating the life-changing value of technical skills training and delivering compelling, consultative presentations., • Maintain High-Volume Outreach: Execute rigorous daily activity standards to actively advance candidates through the sales funnel., • Exceed Performance & Conversion Quotas: Consistently meet and exceed individual enrollment targets, conversion velocity, and key performance indicators (KPIs) in a fast-paced environment., • Demonstrate Purpose-Driven Sales Grit: Maintain high energy, optimism, and resilience when overcoming objections and reframing them into motivation., • Navigate the Enrollment Funnel: Seamlessly guide qualified candidates through critical enrollment milestones, including academic readiness assessments, funding/financial documentation, and compliance requirements., • Deliver Engaging In-Person and Camera-On Consultations: Host dynamic, professional video consultations that build immediate trust, uncover personal motivators, and persuasively present our programs., • Champion Student Retention & Starts: Partner across teams on retention initiatives to ensure candidates stay motivated and fully prepared for their start date., • Adapt to Evolving Priorities: Perform miscellaneous duties as assigned to support overall campus and enrollment goals. KEY COMPETENCIES: • Sales Drive: Exhibits strong sales drive, evidenced by a high need for achievement, natural competitiveness, and unwavering optimism., • Performance & Goal Orientation: Motivated by winning, hitting ambitious targets, and outperforming benchmarks in a visible, performance-driven environment., • Resilience & Purpose-Driven Grit: Bounces back quickly from rejection, maintains high activity under pressure, and views objections as temporary obstacles to overcome., • Accountability & Self-Governance: Driven by an internal standard of excellence; takes full ownership of conversion metrics and enrollment results., • Data Literacy & Pipeline Optimization: Leverages sales metrics, funnel conversion rates, and CRM insights to self-govern daily activity, refine follow-up strategies, and maximize pipeline performance., • Work Ethic & Operational Discipline: Demonstrates exceptional punctuality, consistency, and time management essential for maintaining continuous pipeline momentum and executing scheduled consultations., • Persuasive Communication & Value Selling: Articulate and assertive; excels at building rapid trust, creating immediate urgency, and positioning education as the ultimate vehicle for life change and career transformation. EDUCATION & EXPERIENCE REQUIREMENTS: • Education: High School Diploma or GED required; Associate’s or Bachelor’s degree preferred., • Proven Sales Success: 2+ years of demonstrated success in target-driven sales environments, such as direct sales, agency recruiting/staffing, or outbound B2B/B2C sales., • High-Volume Activity Discipline: Proven track record of executing high-daily-activity routines, managing pipeline velocity, and maintaining sharp personal organization., • Tech & Pipeline Literacy: Proficiency with CRM platforms (Salesforce preferred), video presentation tools, and sales performance dashboards; ability to analyze personal conversion metrics to optimize daily outreach and drive results., • Mission Alignment & Communication: Exceptional presentation and active-listening skills, with the emotional intelligence required to turn candidate career aspirations into enrolled starts. Why Join Us? We offer a supportive environment where you can make a meaningful impact on the lives of our students. If you’re looking for a fulfilling career where you can help others succeed while growing professionally, apply today! Comprehensive Benefits That Support You at Every Stage We believe taking care of our people is just as important as taking care of our students. Eligible full-time employees enjoy a well-rounded benefits package designed to support your health, financial security, and overall well-being. Our benefits include: • Multiple medical plan options, including HSA plans with employer contributions, • Dental and vision coverage, • Company-paid life and disability insurance, • 401(k) with company match, • Generous paid time off and holidays, • MyCC tuition benefits for eligible employees and family members, • Employee Assistance Program (EAP) for confidential personal support, • Optional coverage such as accident, critical illness, and pet insurance We’re committed to helping our employees stay healthy, feel secure, and maintain balance both at work and at home

Client Partner – Healthcare (Payers, PBMs & CVS Health) Location: Remote / United States Experience: 10+ Years Industry Focus: Healthcare, Payers, Pharmacy Benefit Managers (PBMs), Managed Care Employment Type: Full-Time About Brillio Brillio is a leading digital transformation partner that helps Fortune 1000 companies accelerate innovation through technology, data, AI, cloud, and customer-centric digital solutions. Our Healthcare & Life Sciences practice partners with some of the largest healthcare organizations to improve member experiences, modernize platforms, enhance interoperability, optimize operations, and drive business growth through technology transformation. As we continue to expand our presence within the healthcare ecosystem, we are seeking an experienced Client Partner with a strong background in payer and PBM organizations. Candidates with direct experience working with CVS Health, Aetna, CVS Caremark, or other leading national payers and PBMs are highly preferred. Position Overview The Client Partner will be responsible for driving strategic growth and expanding Brillio's footprint across payer and PBM organizations. This role requires a consultative sales leader who possesses a deep understanding of healthcare business operations, payer technology ecosystems, digital transformation initiatives, and large-scale IT services engagements. The ideal candidate will have a proven track record of building executive-level relationships, managing large healthcare accounts, structuring transformational programs, and closing multi-million-dollar services engagements. Candidates with established relationships and demonstrated success within CVS Health and affiliated business units will be strongly preferred. Key Responsibilities Business Development & Revenue Growth • Own and achieve revenue growth targets across assigned healthcare payer and PBM accounts., • Identify, qualify, and close new business opportunities across:, • Digital Transformation, • Artificial Intelligence & Machine Learning, • Data & Analytics, • Cloud Modernization, • Automation & Intelligent Operations, • Cybersecurity, • Managed Services, • Build and execute strategic account growth plans focused on expanding Brillio's presence within major healthcare organizations., • Leverage industry relationships to create opportunities within CVS Health, Aetna, CVS Caremark, and similar large healthcare enterprises., • Drive pipeline generation, account penetration, and executive engagement strategies. Focus Areas Include • AI-powered claims processing and adjudication, • Prior authorization automation, • Contact center modernization and automation, • Healthcare interoperability (FHIR, TEFCA, CMS mandates), • Member and patient experience transformation, • Cloud migration and platform modernization, • Data platforms and advanced analytics, • Pharmacy technology modernization, • IT managed services and application modernization Strategic Account Management • Develop trusted advisor relationships with C-level, EVP, SVP, and VP stakeholders., • Build strong partnerships across business, technology, operations, digital, and procurement organizations., • Establish executive relationships within:, • CVS Health, • Aetna, • CVS Caremark, • Large national and regional health plans, • PBMs and healthcare services organizations, • Identify whitespace opportunities and create multi-year account growth strategies., • Drive cross-sell and upsell opportunities across Brillio's portfolio of capabilities., • Lead executive business reviews and strategic planning sessions. Large Deal Origination & Structuring • Lead pursuit and closure of complex healthcare transformation programs ranging from $5M to $50M+., • Structure outsourced services and digital transformation engagements utilizing:, • Onshore delivery, • Nearshore delivery, • Offshore delivery models, • Create innovative commercial constructs including:, • Fixed Price, • Time & Materials, • Managed Services, • Outcome-Based Models, • Gainshare Models, • Lead contract negotiations, statements of work, master service agreements, and procurement discussions., • Collaborate with finance, legal, pricing, and delivery teams to build compelling business cases and proposals. Client Delivery Governance • Serve as executive sponsor for strategic engagements., • Partner with delivery teams to ensure successful execution and customer satisfaction., • Monitor engagement performance, client health, renewals, and expansion opportunities., • Facilitate strong collaboration between client stakeholders and Brillio's global delivery teams., • Ensure achievement of operational, financial, and strategic program objectives. Industry Leadership & Market Intelligence • Maintain deep expertise in healthcare payer and PBM trends., • Stay informed on industry developments including:, • Value-Based Care, • Medicare Advantage, • Medicaid Modernization, • AI-Driven Healthcare Operations, • Pharmacy Transformation, • Digital Health Platforms, • Healthcare Data Interoperability, • Position Brillio as a strategic partner through thought leadership and executive engagement., • Monitor competitive activity across firms including Accenture, Cognizant, TCS, Infosys, Wipro, HCLTech, Capgemini, and Deloitte. Required Qualifications Healthcare Industry Experience • 10+ years of experience in IT services sales, consulting, account management, or digital transformation within healthcare., • Proven experience selling into payer, PBM, managed care, or health services organizations., • Strong understanding of:, • Claims platforms, • Enrollment systems, • Care management, • Provider management, • Pharmacy operations, • Prior authorization, • Population health, • Healthcare regulations and compliance requirements, • Knowledge of FHIR, healthcare interoperability standards, cloud platforms, AI/ML solutions, and healthcare analytics. CVS Health Experience (Highly Preferred) • Direct experience supporting, managing, or selling into:, • CVS Health, • Aetna, • CVS Caremark, • Established executive relationships within CVS Health business units., • Demonstrated success identifying and closing opportunities within the CVS ecosystem., • Understanding of CVS Health's payer, pharmacy, provider, retail health, and digital transformation initiatives. Sales & Revenue Leadership • Proven ownership of $10M+ annual revenue responsibility., • Consistent record of achieving or exceeding growth targets., • Demonstrated success closing multi-million-dollar IT services and consulting engagements., • Experience leading complex sales cycles from opportunity creation through contract execution. Executive Relationship Management • Strong executive presence and communication skills., • Ability to engage and influence senior healthcare and technology leaders., • Experience facilitating CXO-level conversations around business transformation and technology investments. Commercial & Financial Acumen • Experience structuring large outsourcing and transformation programs., • Knowledge of global delivery models and workforce optimization strategies., • Ability to create compelling business cases and commercial proposals. Preferred Qualifications • Experience selling technology services to major healthcare organizations including CVS Health, Elevance Health, UnitedHealthcare, Humana, Cigna, Molina Healthcare, Centene, or similar enterprises., • Existing relationships with healthcare technology, operations, or business executives., • Background in digital transformation, cloud modernization, AI, analytics, or managed services., • MBA or advanced degree in business, healthcare administration, information systems, or a related field., • Experience managing strategic healthcare portfolios exceeding $20M+ annually. Why Join Brillio? Shape Healthcare Transformation Lead strategic engagements that improve the way healthcare organizations serve members, providers, and patients. Accelerate Growth Join one of Brillio's fastest-growing industry verticals with significant investment in healthcare, AI, data, and cloud solutions. Executive-Level Impact Work directly with C-suite leaders at some of the nation's largest healthcare organizations, including major payers and PBMs. Best-in-Class Capabilities Leverage Brillio's global delivery network, AI expertise, cloud capabilities, and healthcare consulting talent to deliver transformational outcomes. Preferred Candidate Profile The ideal candidate has successfully sold and expanded IT services, digital transformation, cloud, data, AI, or managed services engagements within CVS Health, Aetna, CVS Caremark, or other major payer/PBM organizations and brings a strong network of healthcare executive relationships capable of accelerating Brillio's growth within the healthcare market.

Description Remote Our client seeks a hands-on Tech Lead with strong Architecture capabilities to bridge Finance, Accounting, IT, and Development. The role combines technical leadership, hands-on development, finance systems expertise, and stakeholder management. The ideal candidate leads delivery, mentors engineers, partners with CFOs and Controllers, and drives modernization across .NET, SQL Server, Azure, Azure DevOps, and SAP-integrated finance applications. This is a contract to hire opportunity. Applicants must be willing and able to work on a w2 basis and convert to FTE following contract duration. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $90.00 to $100.00/hr. w2 Responsibilities • Serve as technical lead and trusted advisor for Finance applications., • Partner with Controllers, CFOs, Product Owners, and Finance stakeholders., • Translate technical concepts into business terms for non-technical audiences., • Apply accounting concepts to explain solutions, prioritize work, and enforce delivery accountability., • Discuss financial controls, GRC, SOX, General Ledger, and finance processes., • Lead and mentor development teams while remaining hands-on., • Own delivery estimates, planning, and realistic timelines with capacity forecasts., • Review code, approve pull requests, and oversee Azure DevOps CI/CD pipelines., • Own deployments and release management., • Expand and mature the Architecture practice and operate as a Solutions Architect., • Create and maintain roadmaps, architecture diagrams, future-state designs, and modernization strategies., • Sign off on architectural decisions and technical designs., • Re-architect legacy apps to improve data quality, scalability, self-service, security, and operations., • Support application modernization, lift-and-shift, and cloud hardening. Experience Requirements • Proven experience as a Tech Lead with architecture responsibilities., • Hands-on development with C#.NET, ASP.NET, SQL Server, HTML/CSS., • Azure Cloud, Azure DevOps, and CI/CD pipelines., • Experience with MudBlazor or similar UI frameworks for business apps., • Mandatory SAP experience with strong understanding of SAP architecture and integrations (ECC 6.0 and/or S/4HANA)., • Deep knowledge of Finance and Accounting domains and processes., • History leading modernization and cloud initiatives., • Effective communication with CFOs, Controllers, Product Owners, and finance stakeholders., • Ownership mentality with accountability for team delivery., • Forward-thinking approach to AI and emerging technologies. Education Requirements

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. Stay current with evolving financial trends, economic conditions, market developments, and emerging products wit

Remote Financial Advisor (must be near Cleveland) | Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus. We are hiring an experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximate

Software Guidance & Assistance, Inc. (SGA) is searching for a Senior Information Security Advisor - Threat Risk Assessment & Security Architecture for a CONTRACT assignment with one of our premier Financial Services clients. This is a remote position supporting U.S. Information Security and Control, working Eastern Time hours. Responsibilities: • Independently conduct hands-on Threat Risk Assessments (TRAs), threat modeling, and technical security assessments across applications, infrastructure, networks, cloud, hybrid cloud, and SaaS environments., • Review application and infrastructure architecture diagrams, security configurations, and technical designs to identify threats, vulnerabilities, control gaps, and potential risks., • Evaluate security controls across applications, networks, servers, and cloud environments, recommending appropriate safeguards and compensating controls., • Analyze vulnerability scan reports, server hardening configurations, and supporting evidence to assess security exposures and prioritize remediation., • Assess cloud architectures, including IaaS/PaaS environments, native cloud security controls, and application deployments., • Provide technical security advisory services to business lines, application owners, architects, and infrastructure teams., • Support secure-by-design initiatives by incorporating security requirements into the early stages of technology projects., • Recommend practical security solutions and remediation strategies that balance technical risks, regulatory requirements, and business objectives., • Communicate technical security findings and recommendations clearly to both technical and nontechnical stakeholders., • Ensure security assessments and recommendations align with enterprise security standards, industry frameworks, and applicable U.S. regulatory requirements. Required Skills: • 5+ years of hands-on experience performing technical security assessments across applications, network infrastructure, and complex technology environments., • 3+ years of experience personally conducting Threat Risk Assessments and threat modeling across on-premises, cloud, hybrid cloud, and SaaS environments. Experience limited to reviewing assessments performed by others is insufficient., • 2+ years of experience in security solution architecture, software development, or hands-on security implementations, including application security controls and compensating controls., • 3+ years of experience reviewing vulnerability reports, server hardening requirements, and validating security controls through supporting evidence., • Strong technical understanding of application security, infrastructure security, network security, and security architecture., • Practical knowledge of AWS, Azure, or GCP cloud infrastructure, native security controls, IaaS/PaaS service models, and how applications are deployed and secured in cloud environments., • Understanding of U.S. information security regulatory requirements and practices; experience in regulated industries is acceptable., • Ability to independently identify security risks, evaluate technical controls, and recommend remediation strategies., • Strong written and verbal communication skills, with the ability to explain technical security risks and recommendations to business and technology stakeholders., • Post-secondary education in Computer Science or a related discipline. Preferred Skills: • Prior information security advisory experience within banking or financial services., • Familiarity with U.S. banking regulatory requirements, including FFIEC guidance, GLBA, OCC, and NYDFS cybersecurity requirements., • Strong application security expertise combined with broader infrastructure, network, and cloud security experience., • Knowledge of security frameworks including NIST 800-53, ISO 27001/27002, ISO 27017/27018, PCI DSS, and CIS Controls., • Experience using ServiceNow., • Security certifications such as CISSP, CISM, CCSP, or CRISC., • Experience supporting secure-by-design initiatives and enterprise security architecture reviews. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations. SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ . SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.

You’ll educate individuals, families, and business owners on essential financial principles, develop customized strategies, and ensure accuracy in financial planning. Passion for helping people achieve financial success. A clear path for career advancement in the financial industry.

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Networ

Premier Financial Search is representing a leading wealth advisory firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory team serving a select portfolio of approximately 60–100 ultra-high-net-worth clients. Premier Financial Search is recognized for consistently connec