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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications: • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment, • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients., • Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description Compliance Counsel (Fractional) Galt Pharmaceuticals is a purpose-driven organization dedicated to improving the quality of life for patients by providing products that address unmet clinical needs. We empower entrepreneurs, support our employees, and make a positive impact in the communities we serve. We are seeking a highly motivated, self-starting Compliance Counsel of Compliance to join our growing team! This is a part-time (18-20 hrs. per week) position. We provide a flexible and collaborative work environment with hybrid, coworking, and flex office space options! Our office is conveniently located in the Atlanta Metro area! Position Overview: Reporting to the Chief Executive Officer & Co-Founder, as the Compliance Counsel, you will design, implement, and oversee Galt's ethics and compliance program, ensuring adherence to a dynamic landscape of federal, state, and international laws and regulations. This leadership role is critical to mitigating legal and financial risks, preventing misconduct, and promoting a strong culture of ethical conduct across the organization. In-depth knowledge of FDA, OIG, EMA, DOJ, Medicare/Medicaid regulations and a strong understanding of healthcare laws such as the Anti-Kickback Statute, False Claims Act, PDMA, GMP, GCP, and Sunshine Act is required. Candidates with contract management experience are encouraged to apply. Responsibilities: • Program Management: Develop, execute, and continuously improve the corporate compliance program across all business units., • Risk Assessment & Mitigation: Identify compliance risks and vulnerabilities; conduct audits and reviews; develop corrective action plans; implement preventative strategies., • Regulatory Monitoring: Stay abreast of evolving laws, regulations, and industry trends from regulatory bodies (FDA, EMA, DOJ, OIG, etc.) and industry codes (e.g., PhRMA Code). Ensure manufacturing and vendor relationships are compliant., • Policy Development: Draft, update, and maintain compliance policies, SOPs, and the corporate code of conduct., • Training & Communication: Lead the development and delivery of compliance training for employees and third parties; foster a culture of compliance through clear, effective communication., • Internal Investigations: Oversee or assist in investigations of potential compliance violations; document findings and ensure appropriate corrective action., • Stakeholder Collaboration: Serves as a liaison between outside counsel and/or consulting services; serves as a strategic partner and compliance advisor to senior management, legal counsel, medical and regulatory affairs, and cross-functional teams; represent Galt during regulatory inspections and client audits., • Reporting: Prepare and present reports on compliance activities, program effectiveness, and risk metrics to senior leadership and compliance committees., • Compliance and Administration: Ensure contracts, programs, business initiatives comply with corporate policies, legal requirements, and industry regulations, and maintain organized records., • Bachelor's degree in a relevant field (science, law, business administration, or related discipline). Master's or JD preferred., • Minimum 5 years experience in the pharmaceutical, healthcare, or biotech industry, with at least 3–5 years in a compliance leadership or managerial role., • Pharmaceutical Compliance Certification (Certified Pharmaceutical Industry Professional (CPIP), Certified in Healthcare Compliance (CHC), or Good Manufacturing Practices (cGMP) Certified Professional, etc.) is preferred., • Experience with federal reimbursement, discounts, rebates, and pricing is a plus., • Proven leadership skills and experience managing teams and cross-functional projects., • Self-starter with the ability to work independently and proactively with minimal supervision., • Exceptional verbal and written communication skills; demonstrated ability to translate complex regulations into clear policies and effective training., • Strong analytical and problem-solving abilities, particularly in risk assessment and solution development., • Must pass a background check., • Must be legally authorized to work in the United States. What's the Culture like at Galt? We're not your traditional pharmaceutical company! At Galt, our company culture is dynamic, employee-focused, and entrepreneurial. We take pride in offering a career experience that makes you eager to come to work every day. Our environment is built on continuous improvement, fueled by collaboration and diverse perspectives, where challenging problems are solved together! At Galt, you'll find daily opportunities to learn, grow, and inspire those around you. You'll join a team of self-starters, each motivated to make a real impact in every interaction. We value flexibility with work hours and understand the importance of life outside the office, empowering you to achieve your best both professionally and personally!

Job DescriptionDescription: We are in search of a highly skilled and strategic General Counsel to serve as the principal legal advisor for our organization. This key role involves overseeing all legal affairs, ensuring strict compliance with relevant laws and regulations, and delivering expert legal insights to our leadership team. The ideal candidate will possess a deep understanding of complex legal frameworks and be adept at navigating the intricacies of corporate law, while also demonstrating exceptional communication and analytical skills to influence decision-making at the highest levels of our organization. • Legal Advisory:?Deliver comprehensive and expert legal counsel to the leadership team and various departments, addressing a diverse array of issues. This includes guidance on governance structures, ensuring adherence to regulatory compliance, negotiating and drafting contracts, navigating real estate transactions, and providing strategic advice in litigation matters., • Compliance Management: Ensure that the organization adheres to all relevant federal, state, and local laws and regulations. This includes compliance with real estate laws governing property transactions, corporate standards that dictate ethical business practices, and industry-specific regulations that apply to our field. Adhering to these legal frameworks is essential for maintaining our integrity and operational legitimacy., • Oversee and manage all litigation, with a focus on commercial disputes, landlord/tenant issues, and eviction proceedings., • Lead efforts in debt collection and recovery, ensuring compliance with applicable laws and maximizing recovery outcomes., • Advise on real estate transactions, property tax matters, and appeals., • Debt Collection Litigation: Represent the company in debt collection lawsuits, including preparing and filing legal documents, attending hearings, and handling post-judgment proceedings., • Draft, review, and negotiate contracts, leases, and other legal documents., • Contract Management:?Prepare, analyze, and negotiate a diverse range of contracts, agreements, and legal documents to effectively protect the organization’s interests. This involves ensuring that all contractual obligations are clearly defined, fulfilled, and legally enforceable. Additionally, leverage a solid foundation in financial and accounting principles to enhance the organization’s compliance and risk management strategies. Requirements: Qualifications • Juris Doctor (JD) degree from an accredited law school., • Admission to, and in good standing with, the State Bar of Georgia, • Minimum of 5 years of legal experience, with experience in real estate law, corporate governance, and regulatory compliance., • Proven track record of providing strategic legal counsel to senior leadership and managing complex legal issues., • Strong understanding of federal, state, and local real estate laws and regulations., • Excellent negotiation, communication, and interpersonal skills., • Ability to work independently and manage multiple priorities in a fast-paced environment., • Experience with litigation management and working with outside counsel., • Commitment to ethical standards and integrity

Job Description Jacobs & Co. has been a trusted partner in helping borrowers achieve homeownership for over 9 years. Our team-oriented atmosphere fosters a culture of excellence, focused on delivering exceptional customer experiences. We prioritize being a trusted advisor to clients, tailoring services to meet their unique needs and circumstances. We are seeking a dedicated and detail-oriented Mortgage Officer to join our team on-site. The ideal candidate will be responsible for assisting clients in securing mortgage loans, evaluating financial information, and providing exceptional customer service throughout the loan process. Job Requirements * Bachelor's degree in Finance, Business, or a related field. * Proven experience as a Mortgage Officer or similar role. * Strong understanding of mortgage loan products and regulations. * Excellent communication and interpersonal skills. * Ability to analyze financial information and make sound decisions. * Proficiency in mortgage software and Microsoft Office Suite. * Strong attention to detail and organizational skills. Benefits * Competitive salary and performance-based bonuses. * Comprehensive health, dental, and vision insurance. * Retirement savings plan with company match. * Paid time off and holidays. * Professional development opportunities. * Supportive and collaborative work environment.

About RapidScale: At RapidScale, exceptional technology is powered by exceptional people. We deliver secure, reliable managed and advisory services across private, public, and hybrid cloud environments, helping organizations innovate, adapt, and grow. As an Elite Broadcom VMware VCSP Partner and top partner with AWS, Azure, and Google Cloud, our solutions are built around business outcomes, cyber resilience, and operational excellence-backed by the strength of the Cox family of companies. Role Overview: The Solution Director - Strategic Enterprise Pursuits is the senior authority responsible for owning complex enterprise solutions as commercially viable, operationally executable, and outcome-driven business constructs. This role partners closely with strategic Account Executives / Dealmakers to shape, qualify, and win RapidScale's largest and most complex opportunities-typically involving multi-year managed services, hybrid cloud transformations, carve-outs, divestitures, and Walk-In Takeovers (WITO). The Solution Director is accountable not just for what is sold, but for how it will be delivered, governed, and sustained over time. Key Responsibilities 1. End-to-End Solution Ownership • Own the solution as a business outcome, from pursuit strategy through transition and early stabilization which includes formal handoff to Delivery Executive and securing operational / delivery approvals, • Ensure solutions are technically sound, commercially viable, and operationally executable, • Act as the final solution authority within strategic pursuits 2. Commercial & Financial Accountability • Develop and defend full commercial solution models, including:, • Pricing structures, Margin targets, Cost models, • Risk reserves and assumptions, • Partner with Finance to validate profitability, scalability, and long-term economics, • Shape deal constructs, including phasing, scope boundaries, and contractual guardrails 3. Large-Scale & Complex Deal Leadership • Lead solution strategy for $20M-$100M+ TCV enterprise pursuits, • Complex Commercial constructs could include solution design for:, • Carve-outs and divestitures, • Walk-In Takeovers (WITO), • Large managed services transitions, • Datacenter consolidation, • Define Day-0 / Day-1 assumptions, TSA dependencies, and transition feasibility 4. Operating Model & Transition Design • Design the target operating model across people, process, tooling, and governance, • Partner with Delivery, Operations, and PMO to validate stand-up and stabilization plans, • Ensure delivery readiness prior to commercial commitment 5. Risk Ownership & Governance • Identify, assess, and own technical, delivery, operational, and financial risk, • Lead executive trade-off discussions and mitigation planning, • Provide clear go / no-go recommendations based on risk and feasibility 6. Executive Advisory & Narrative Leadership • Serve as a trusted advisor to CIOs, CTOs, CFOs, COOs, and executive sponsors, • Lead executive workshops, solution reviews, and steering discussions, • Craft and deliver a compelling executive solution narrative that ties technology to business outcomes including high quality, customer facing deliverables (architectural diagrams, documents, spreadsheets and presentations). 7. Cross-Functional Leadership • Collaborate deeply with Sales, Finance, Legal, Delivery, Product, and Partner teams, • Align all stakeholders around a unified solution strategy, deal thesis, and operating model, • Act as Technical Solution leader to direct, collaborate with, and manage functional technical solution architects as dictated by solution scope - ex. VMware Architect, AWS Architect, Application Services Team - which includes directing the documentation and artifacts required to move from technical discovery and solutioning (ex. BOM, reference architecture) to the creation of customer and executive level artifacts in business outcome language (TCO, Business Case, Solution Narrative), • Set standards for solution quality, consistency, and governance across strategic pursuits Required Qualifications • 12-20+ years of experience in enterprise technology services, MSPs, GSIs, or cloud consulting organizations, • Proven leadership in large, complex enterprise deals ($20M-$100M+ TCV), • Demonstrated experience with:, • Carve-outs and divestitures, • Walk-In Takeovers (WITO), • Multi-year managed services transitions, • Datacenter consolidation, • Deep understanding of hybrid cloud, private cloud, hyperscaler ecosystems, and managed services operating models, • Strong commercial acumen, including pricing, margin management, and financial modeling, • Executive presence with the ability to influence C-suite and board-level stakeholders, • High tolerance for ambiguity and comfort leading through complex, multi-variable deal cycles Preferred Qualifications • Experience working with private equity-backed environments or complex M&A scenarios, • Background in global system integrators or large MSPs, • Familiarity with regulated industries (financial services, healthcare, SaaS, retail), • Cloud certifications (AWS, Azure, GCP, VMware) a plus but not required USD 148,500.00 - 247,500.00 per year Compensation: Compensation includes a base salary of $148,500.00 - $247,500.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program. Benefits: The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. No OPT, CPT, STEM/OPT or visa sponsorship now or in future.

Introduction Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way. Overview Your Way Insurance is a people-first organization built on compassion, integrity, and service. Our greatest strength lies in our talented and driven team, dedicated to helping seniors find Medicare plans that truly fit their needs, the right way. Through our one-stop shopping experience, we make it easy to compare top national health insurance carriers and choose coverage with confidence. Now part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll join a network of professionals committed to empowering individuals, businesses, and communities to thrive. Whether you're supporting clients directly or contributing behind the scenes, you'll be part of a culture defined Your Way: shared values, excellence, and a passion for doing what's right. We believe every candidate brings something unique to the table, including you. This is a remote position located anywhere in the United States. An application with us takes only 3 minutes! How you'll make an impact • Conduct personalized needs analyses for customers to understand their Medicare., • Walk customers through various Medicare plan options and help them make informed decisions., • Enroll customers into the best-fitting Medicare plan, ensuring a seamless and efficient process., • Provide exceptional customer service by addressing inquiries and concerns promptly and professionally., • Stay up to date with the latest Medicare regulations and industry trends to provide accurate information to customers., • Comprehensive Training: Benefit from a multi-week training and on-boarding process to equip you with the knowledge and skills required to excel in your role., • Licensing Support: We provide paid insurance licensing to help you kick-start your career as a Medicare Consultant., • Inbound Calls: Enjoy working with pre-qualified leads through inbound calls, eliminating the need for cold calling., • Incentives and Contests: Take part in various contests and incentives to boost your performance and earn additional rewards., • Residuals: Start earning residual income from Year 1, providing ongoing financial stability., • Flexible Hourly Rate starting at $21.00 depending on experience, • $30-$100 bonus per sale Required: High School diploma or equivalent. Bachelor's degree preferred. Minimum 6 months experience as a Licensed Medicare Advisor. Must have health licensed obtained in resident state prior to start and in good standing. Ability to work overtime as business needs required. • Demonstrated commitment to customer service and customer satisfaction., • Exceptional verbal communication skills can explain complex information clearly, • Empathetic and compassionate approach towards customers, ensuring a supportive environment throughout the consulting process., • Results-oriented attitude with a strong drive to succeed and exceed sales targets. We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program We value inclusion and diversity ___ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

The Opportunity As a Wealth Management Regional Business Development Consultant, you will be responsible for expanding our client base, providing personalized financial advice, and leveraging diverse expertise from outside our immediate geographic area. The Team To enhance our wealth management services, we have restructured our existing team to include four Regional Directors, each supported by Associate Regional Directors and Regional Consultants. As a Regional Consultant, you will partner with an Associate Regional Director to drive sales and business results within your designated territory. To further support our wealth management efforts, we have also specialized our teams as follows: * Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing clients, deepen relationships by creating systems for net new assets, and driving Financial Planning Services Renewals * Net Flows, Financial Planning and Client Acquisition: Responsible for helping advisors onboard new, advice-based clients, driving new Fee Based Planning relationship through sales frameworks ensuring all movable assets are capture The Impact In partnership with an Associate Regional Director and Regional Director, you will execute key activities in your geographical territory, supporting the field in achieving their Wealth Management goals and driving sales and business results. Key responsibilities include, but are not limited to: * Report to your Associate Regional Director to ensure you have the appropriate skills to execute your role and drive assigned sales and business results. * Responsible for the tactical execution of the written sales plan for each agency as assigned by the Regional Director * Conduct regular coaching programs, support advisor focus groups and boot camps as is needed, and conduct virtual training sessions for novice and high potential advisors to grow their wealth, net flows and financial planning business * Conduct beginner and intermediate virtual training series * Responsible for understanding the full Wealth Management and Insurance product suite and driving implementation of those products to help clients and advisors achieve their goals and objectives. * Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met The Minimum Qualifications * Bachelor's degree * 3+ years' experience in the financial services industry * 2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services / operations * 1+ years' experience with some type of fee-based management * Must reside in the one of the following states: NC, SC, GA, FL, AL, LA, MS * Required Travel: 0 – 5% within designated territory * Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications * Series 7 at time of application * Series 63 + 65, or 66 at time of application or must obtain within 180 days * 2+ years financial planning or financial advising experience * 3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model * Industry designation (CFP, CLU, CHFC) or currently in progress * Strong presentation skills in both live and virtual formats * Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics. * Comfortable in a fast-paced, high-demand, dynamic environment * Ability to work as both a collaborative team member * Strong written and verbal communication skills * Excellent listening and follow-up skills Salary Range: * $77K - $90K base salary range plus sales-based incentive opportunity resulting in a total target compensation package of $100K - $125K What to Expect as Part of MassMutual and the Team * Regular meetings with Regional Director and Associate Regional Director to drive territory results * Access to mentorship opportunities * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-JA1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

The Opportunity As an External Wholesaler focused on Life Insurance, you will independently manage your territory, build deep distributor and advisor relationships, and deliver protection solutions that support the long‑term financial security of clients. This role blends consultative selling, strategic territory management, and relationship leadership. You will partner closely with independent insurance advisors, BGAs, IMOs, and national broker/dealers, positioning MassMutual’s Life Insurance solutions as a core component of holistic financial planning. The Team We’re growing, and our distributors and advisors expect expertise, responsiveness, and results. We are building a dynamic team of external wholesalers who can expand market presence, deepen penetration, and drive consistent, quality Life Insurance production across third‑party channels. The Impact In this role, you will be accountable for territory performance including production results, penetration rates, and product mix, while serving as a trusted partner to distributors and financial professionals. Through a consultative selling mindset, you will assess advisor and client needs, deliver persuasive presentations, navigate negotiations, and solve problems in ways that create lasting value. You will represent the organization with a strong professional presence, demonstrating clear, confident verbal and written communication across a variety of audiences. Internally and externally, you will operate with a high level of operational effectiveness, collaborating seamlessly with partners, managing priorities efficiently, and contributing to a team‑oriented culture that drives results. You are someone who: * Thrives in a relationship‑driven, performance‑focused sales environment * Brings discipline, accountability, and follow‑through to territory management * Uses data, insights, and activity management to drive sustainable growth * Puts advisors and distributors at the center of every interaction Key responsibilities include, but are not limited to: * Independently manage assigned territory and distributor relationships to drive Life Insurance production * Maintain proactive, consultative sales relationships with financial professionals through ongoing profiling, relationship development, and continuous refinement of the advisor base * Execute defined activity expectations to maximize growth opportunities within assigned accounts and territory * Deliver sales ideas, product positioning, and Life Insurance education to financial professionals * Monitor territory performance to ensure alignment with overall company objectives * Provide weekly updates to sales management on activity, pipeline, and results * Coordinate effectively with internal teams including underwriting, operations, and relationship management * Effectively manage travel and expense budgets * Other duties as assigned The Minimum Qualifications * High School Diploma * 5+ years of experience in insurance wholesale distribution * Active State Life & Health license * FINRA Series 6 or 7 and 63 required at time of application * Must reside in the following states (South East): South Carolina, Mississippi, Georgia, Florida, Alabama OR within 50 mile radius of territory * Travel required, estimated up to 75% The Ideal Qualifications * Bachelor’s degree * 5+ years of Life Insurance wholesale distribution experience * Proven track record of developing sales results within an assigned territory * Experience working across multiple third‑party distribution channels (BGAs, IMOs, national broker/dealers) strongly preferred * Strong presentation, negotiation, and communication skills * Ability to work independently, manage competing priorities, and execute with consistency Compensation * $65,000–$100,000 base salary, plus sales‑based compensation, resulting in a total target compensation range of $200,000–$400,000. What to Expect as Part of MassMutual and the Team * Regular meetings with the Life/DI National Sales Team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-SB1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

As a Strategic Account Executive, you are the face of Cigna to the client. Your focus is on spending time with clients in person to cultivate the relationship, addressing client issues, selling annual renewal rate increases in addition to new products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges and opportunities by offering strategic insights and ensuring an exceptional client and customer experience. Key Responsibilities: • Client Partnership: Act as a key influencer and trusted advisor, cultivating strong, personal relationships with decision-makers and other key stakeholders., • Industry Expertise: Deeply understand your clients’ businesses, their industries, and their unique challenges. Continuously learn and adapt, offering tailored recommendations that address both their immediate needs and long-term goals., • Relationship Building: Engage at all levels with both decision-makers and those who influence the decision-making process, ensuring Cigna’s voice is heard and valued., • Market Insights: Keep clients informed about the latest industry trends, helping them stay ahead of the curve and leveraging Cigna’s solutions to meet their evolving needs., • Financial & Underwriting Expertise: Strengthen your understanding of financials and underwriting to guide clients in managing their costs. Demonstrate the value of Cigna’s solutions, including specialty products, and offer creative, proactive solutions to meet their needs., • Portfolio Management: Drive growth, earnings and retention across your client portfolio, meeting targets for both new business and renewals. Work to expand Cigna’s relationships through cross-selling additional products and services., • Collaboration: Work closely with underwriting teams to ensure alignment, build trust, and ensure clients receive tailored, strategic solutions., • Client Experience: Oversee client service requests, ensuring seamless execution and swift resolution by directing them to the right team for problem-solving., • Channel Management: Manage key partner relationships to ensure client budgets align with reality, holding internal partners accountable and leveraging resources as needed to maintain success. What You Bring: • Strong relationship-building skills and a passion for developing deep client connections, • Expertise in financials, underwriting, and providing strategic solutions, • A collaborative mindset with the ability to work effectively across teams, • Proactive, creative thinking to develop tailored solutions for each client, • A desire to grow with a company that’s committed to delivering innovative solutions in an ever-changing industry At Cigna, we value people who bring both strategic insight and a hands-on approach to client management. If you’re driven by client success and want to work for an organization that values both innovation and personal relationships, we want to hear from you! Qualifications • Bachelor’s degree or equivalent experience., • Experience: 3+ years of experience in health benefits or client management Skills: • Strong communication, sales negotiation, and relationship-building skills., • Proven ability to manage and grow client relationships, particularly with clients, • Experience in sales, marketing, underwriting, or operations is preferred., • Financial acumen with the ability to identify and drive growth opportunities within the book of business., • Additional: Demonstrated success in managing large, complex client accounts with a focus on relationship-building and revenue growth. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. About Cigna Healthcare Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. If you require reasonable accommodation in completing the online application process, please email: for support. Do not email for an update on your application or to provide your resume as you will not receive a response. The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.

Job description: Chief Financial Officer (Bank/Financial Services only) Principal Responsibilities: • Serves as a strategic financial advisor to the Board, providing guidance on capital planning, dividend strategy, governance matters, and long-term enterprise initiatives., • Evaluates and actively manages the institutions investment holdings, offering strategic recommendations to executive leadership regarding portfolio positioning and asset allocation decisions., • Leads both executive and Board-level financial governance forums, including ALCO and the Finance Committee. Delivers comprehensive reporting on liquidity posture, interest rate exposure, balance sheet composition, funding strategy, and adherence to internal policy benchmarks, while proposing risk mitigation strategies when necessary., • Directs the development of the Banks comprehensive annual financial plan, inclusive of detailed monthly projections. Provides ongoing performance analysis to the Board, highlighting variances to plan and benchmarking results against selected peer institutions., • Champions operational optimization by identifying opportunities to improve workflows through technology enablement and automation initiatives where measurable value can be achieved., • Performs advanced financial analytics and scenario modeling across key areas such as branch contribution, loan and deposit portfolio dynamics, and individual product profitability., • Oversees the framework for estimating credit losses, including ACL and CECL methodologies, incorporating economic forecasting and risk trend analysis to assess potential credit exposure., • Manages and strengthens the Banks corporate credit card program, ensuring appropriate oversight, policy compliance, and vendor relationship management., • Maintains governance over accounting and finance policies, ensuring documentation, updates, and implementation align with regulatory expectations and institutional standards. Chief Financial Officer (Bank/Financial Services only) What we are looking for • Undergraduate degree in Accounting required; professional credentials such as CPA and/or an MBA strongly valued., • A minimum of ten years in senior financial leadership within a banking organization or independent mortgage banking platform. Familiarity with SEC reporting requirements and mortgage banking operations is advantageous., • Track record of consistent performance and advancement in executive-level leadership roles with meaningful scope and accountability., • Demonstrated ability to interpret competitive and economic dynamics and translate those insights into sound, revenue-generating strategic initiatives., • Deep working knowledge of banking laws, regulatory frameworks, and operational infrastructure, with a history of aligning compliance discipline with efficient execution., • Experience advising boards and ownership groups on governance-related matters, including clear and effective communication of complex financial topics., • Brings a builders mentality combining initiative, business acumen, and disciplined leadership to drive organizational results. Why is This a Great Opportunity: This is not a Remote/Work From Home opportunity. Chief Financial Officer (Bank/Financial Services only) Opportunity Description The Chief Financial Officer serves as the senior executive accountable for the Banks overall financial stewardship. This role drives forward-looking strategies designed to enhance durable earnings performance and long-term shareholder value. Leading the Accounting and Finance teams, the CFO ensures the integrity, precision, and timeliness of financial reporting, equipping leadership and the Board with the insight necessary to make informed, data-driven decisions across the organization. Salary Type : Annual Salary Salary Min : $ 150000 Salary Max : $ 230000 Currency Type : USD

HOT JOB! -- Bookkeeper, Supervisor needed for a growing public accounting firm in Las Vegas! This Jobot Job is hosted by: Kyle Beard Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $77,000 - $90,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial services to closely held businesses and their owners for over 34 years, with an emphasis on income and estate tax planning and asset protection. The firm supports and encourages professional growth, and respects its staff personally and professionally by providing a work/life balance environment, making everyone feel part of the team, and providing top training and stimulating, complex work. Why join us? • Work + Life Balance, • Great Compensation Package, • Advancement Opportunity, • Generous PTO/Holiday, • 401k match Job Details Public accounting firm is seeking a self-starting, dynamic individual for a full-time, full-charge bookkeeper position which entails preparing/reviewing accounting & financial reports, recording financial transactions into all ledgers, reconciling accounts, preparing journal entries, reconciling bank accounts, performing general accounting duties, preparing payroll & sales/use tax returns. Technical Knowledge • Reviews complex bookkeeping projects., • Reviews the accounting and formatting of white paper financial statements before providing them to the financial department for final review., • Reviews W-2s, 1099s, payroll tax, sales and use tax, personal property tax, gross revenue license, and other tax returns., • Able to research complex bookkeeping/accounting questions using the research tools available and prepare correspondence on the same to clients and state and federal agencies, and for internal files., • Able to apply knowledge of cash and accrual basis of accounting, explain the differences to clients, and make recommendations as to which method is better for the client., • Able to apply knowledge of generally accepted accounting principles to ensure financial statements are properly prepared., • Able to research complex sales and payroll tax questions using the research tools available., • Suggest client system/process improvements or planning ideas to the engagement manager or director., • Able to prepare basis schedules and record partnership activity for owners., • Able to assist bookkeepers with broker statement reconciliation to identify and correct issues., • 5-6 years’ bookkeeping experience, • College-level accounting courses, a Bachelor's Degree, or work experience equivalent, • Working knowledge of computerized software and Microsoft Office products, including Outlook, Word, and Excel, • Proficient in QuickBooks (QuickBooks Pro-Advisor is a plus), • Strong organizational and follow-up skills, including the ability to manage several projects simultaneously and complete tasks promptly, • Prior public accounting experience preferred Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

This employment opportunity at Delta Community Credit Union in Metro Atlanta, GA would allow you to join the Investment Program at Delta Community Credit Union as an Associate Wealth Advisor associated with LPL Financial. The Investment Program at Delta Community Credit Union supports the local comm

Bank Of America Financial Advisor. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

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Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help bui

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This employment opportunity at Delta Community Credit Union in Metro Atlanta, GA would allow you to join the Investment Program at Delta Community Credit Union as an Associate Wealth Advisor associated with LPL Financial. The Investment Program at Delta Community Credit Union supports the local comm

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Job Description Position Title: Advisor Development Consultant (ADC) Reports to: Principal Partner Department: Sales Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305 Classification: Full-time; Exempt Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity and/or life insurance knowledge, and extraordinary customer service to independent agents, financial advisors in wealth management/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Make proactive outbound sales calls to: o Recruit financial advisors o Train financial advisors on product solutions and marketing programs o Grow the financial advisor’s practice · Respond to inbound calls regarding product solutions, marketing programs and practice betterment services · Meet call activity expectations and monthly sales goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least three years of successful internal sales consultant results · Proficient in Microsoft Outlook, Word and Excel with accurate typing skills · Some travel may be required · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Effective prospecting and customer relationship skills · Ability to ask probing questions to qualify and close business · Persistent and flexible to overcome call reluctance · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people-oriented and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $40,000, • Variable Compensation eligible, • Bonus opportunities, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305; *this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description What You’ll Do As a Financial Professional / Team Leader, you will: • Build your own practice while leveraging our infrastructure, mentorship, and reputation., • Build and cultivate client relationships through prospecting, consistent communication, and trust-building., • Lead with purpose by guiding clients through personalized financial strategies that help them achieve their goals., • Guide individuals and business owners in planning for retirement, investments, insurance, and more., • Deliver customized solutions based on client goals, income, and life stage., • Work independently while collaborating with a network of professionals. Key Responsibilities • Build and maintain relationships through outreach, networking, and community engagement, • Support the development of personalized financial strategies based on individual client situations, • Learn to present appropriate planning solutions including protection and investments to help clients meet long-, • term goals., • Work closely with your team and learn from experienced advisors through collaboration, • Stay up to date on financial concepts, industry tools, and planning best practices What We’re Looking For • 1+ years of experience in financial services or sales (preferred)., • A strong understanding of financial planning, investment principles, and client service., • Excellent communication, relationship-building, and analytical skills., • Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms. Preferred Licenses (or willingness to obtain): • Life & Health Insurance License, • Series 7, • Series 66 Compensation & Benefits • Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive, • compensation creating unlimited earnings potential. Additional subsidies are available during your first 4 contract, • years while you build your clientele, recurring fees and renewal income., • Up to $5000 of activity-based bonuses are also available during your first 60 days of Pre-contract activity., • 401(k) + Matching, • Dental, Vision & Health Insurance, • Paid Training & Professional Development, • Referral Program, • Life Insurance, • Retirement Plan Why Peachtree? • Proven success through mentorship and coaching, • Ability to create a flexible schedule, • Part of a National Network for support and development, • A mission that aligns with helping others reach financial freedom Compensation Package: • Commission pay Ability to Commute/Location: • Atlanta, GA 30342 (On-site Position) Peachtree Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA / SIPC . OSJ: 5600 Glenridge Drive, Atlanta, GA 30342. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. 8270049.1 (Exp. 8/27) Compensation $60,000 - $100,000 yearly About Peachtree Planning Our History A Firm With Deep Roots: Nearly 40 years ago, Purple Heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business – and thus, Peachtree Planning was born. Over the last 4 decades, Bob’s vision and the firm’s success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients. To learn more about the firm, please visit .

Job Description A Tax Senior Manager with PYA is responsible for overseeing tax compliance, planning, and consulting services for a diverse client base. The Tax Senior Manager leads and mentors tax teams, reviews complex tax returns, manages client relationships, and ensures compliance with federal, state, and local tax regulations. The Tax Senior Manager would be expected to use their experience to advise clients and develop a true trusted advisor relationship. Locations: Atlanta, GA | Nashville, TN | Tampa, FL Responsibilities: • Here are some additional expectations of our PYA Tax Senior Manager leadership position:, • Lead clients and teams with a demonstrated excellence in project management and relationship development, • Advise clients on a variety of tax issues, resulting in the successful completion of tax planning, advisory, accounting, and compliance projects, all while maintaining focus on client service excellence, • Develop a team of tax consultants and other subject matter experts to ensure exceptional client service to PYA tax clients, • Cultivate existing business client relationships and advance opportunities with new prospect leads Qualifications: • 7+ years of tax experience within a public accounting and/or consulting firm, or equivalent experience in industry tax leadership, • CPA, EA license, or another recognized certification is required, • Client-oriented work ethic, committed to high-quality results, • Creative problem-solving skills with a high level of strategic, analytical, and conceptual skills and a passion for helping client, • Additionally, PYA prides itself on the services it provides to the healthcare, financial institution, and real estate industries. In addition, PYA continues to see growth opportunities in professional services and manufacturing. Experience in one or more of these industries, while not required, will enhance the qualifications of any applicant About PYA: PYA, a leading professional services firm, serves clients across the United States with expertise in consulting, accounting, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. Learn more about The PYA Way. Why PYA? • Be part of a dynamic and collaborative team that values innovation and excellence, • Work with industry leaders who are committed to professional growth and client success, • Competitive compensation, comprehensive benefits, and opportunities for career advancement

Bonus, Fully Paid For Benefits/Unlimited PTO This Jobot Job is hosted by: Sheldon Collins Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $180,000 per year A bit about us: Our client is a leading aerospace and defense company in Denver. Why join us? • Competitive Compensation Package!, • Complete Fully Paid For Benefits Package!, • Accelerated Career Growth! Job Details This role offers a unique opportunity to work on high-impact strategic initiatives, including M&A activity, financial planning, and executive-level decision support. The ideal candidate will have a background in investment banking, private equity, or a related field, and a passion for supporting innovation in a fast-moving industry. Responsibilities: • Design and manage financial models, forecasts, and budgets to drive business strategy and planning, • Evaluate acquisition opportunities through financial due diligence, valuation modeling, and synergy assessments, • Contribute to transaction execution, including deal structuring, advisor coordination, and integration efforts, • Lead monthly, quarterly, and annual reporting processes with detailed variance analysis and performance tracking, • Conduct market and competitor research to identify growth opportunities within the aerospace sector, • 1–3 years of experience in investment banking, private equity, or related financial roles, • Strong financial modeling, valuation, and analytical expertise, • Solid understanding of corporate finance and accounting principles Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Senior Investment Analyst / Portfolio Manager / Financial Advisor Location: Dunwoody, Atlanta, GA (In-Office) Our client, a distinguished member of the IFG consortium, is seeking an experienced financial professional with a strong investment analysis and portfolio management background. Reporting directly to the Chief Investment Officer, this individual will play a pivotal role in investment research, portfolio construction, and client engagement, while also supporting business development initiatives. Since 2000, the firm has delivered exceptional financial planning and wealth management services to high-net-worth clients nationwide, grounded in the values of honesty, integrity, empathy, professionalism, and proactive communication. This is a client-facing role requiring exceptional interpersonal skills to engage, educate, and provide strategic guidance to a sophisticated client base. Client is seeking a candidate with CFA level 1-3 or in the process of finishing CFA level 1. Key Responsibilities Investment Analysis: • Demonstrate a strong understanding of and commitment to Value Investing principles and strategy., • Analyze client investment portfolios in collaboration with the Financial Planner and Chief Investment Officer., • Conduct thorough research on equities, fixed income, and alternative investments to identify opportunities aligned with client objectives., • Evaluate risk, performance, and asset allocation to optimize portfolio outcomes., • Develop and present investment recommendations for inclusion in client portfolios., • Oversee and manage client portfolios to ensure alignment with investment objectives, risk tolerance, and time horizons., • Implement portfolio strategies based on Value Investing principles and the firm’s investment philosophy., • Conduct regular portfolio reviews and rebalancing to maintain optimal asset allocation., • Monitor portfolio performance and provide detailed reporting and analysis to clients and internal stakeholders., • Identify and manage portfolio risks, including market, liquidity, and concentration risks., • Collaborate with the Chief Investment Officer and Financial Planners to adjust strategies in response to market conditions and client needs., • Assist in the construction, monitoring, and reconciliation of clients’ customized portfolios., • Execute and oversee asset allocation, trading activities, and portfolio rebalancing in accordance with client objectives and firm guidelines., • Monitor cash positions and liquidity to support investment decisions and operational efficiency., • Run and maintain portfolio models to evaluate performance, risk, and scenario outcomes., • Actively participate in business development initiatives, industry events, and professional networking opportunities., • Build and maintain strong relationships with prospective clients and referral partners., • Support the growth of the firm’s prospect pipeline and overall client base., • Collaborate with senior leadership to identify strategic growth opportunities and market expansion efforts., • Maintain proactive and transparent communication with clients, ensuring they are fully informed about their portfolios and investment strategies., • Provide timely updates on market conditions, portfolio performance, and any relevant investment opportunities., • Serve as a primary point of contact for client inquiries, responding promptly and professionally., • Educate and guide clients on financial planning concepts, portfolio decisions, and risk management., • Conduct comprehensive performance analysis of client portfolios and individual investments., • Evaluate returns, risk-adjusted performance, and alignment with client objectives., • Implement, monitor, and assess security valuations and risk management strategies., • Employ diversification, hedging, and derivative strategies to mitigate portfolio risks., • Stay current on business, industry, and market developments that impact investment decisions., • Execute essential administrative tasks related to investment accounting, reporting, and documentation., • Educate clients on various investment strategies and principles, including Value Investing., • Technical aptitude to quickly learn and navigate business-critical software and systems (e.g., Black Diamond, Redtail CRM)., • Proficiency in Microsoft Office Suite, particularly advanced Excel capabilities., • Strong awareness of business and macroeconomic developments, with focus on long-term strategy rather than short-term market fluctuations., • Precisely interpret financial data aligned with client goals and portfolio management strategies., • Ability to cultivate and maintain strong client relationships, embodying the firm’s core values and unwavering commitment to exceptional service., • Minimum bachelor’s degree from an accredited university in finance, accounting, economics, or a related field., • Proven experience in investment analysis, financial planning, or related fields., • Series 7 and Series 66 licensures or equivalent required., • CFA designation or achievement within the initial course of employment is expected (CFA Levels I–III), with willingness to pursue each level as a future goal., • Annual Salary: $80,000 – $120,000+ per year, depending on experience and certifications., • Bonus Potential: Discretionary and performance-based bonuses., • Schedule: Full-time, in-office, Monday through Friday., • Do you have advanced Microsoft Excel skills?, • Are you willing to participate in role-specific assessment testing?, • Do you have a CFA designation, or can you achieve it within the initial course of employment?, • Will you now or in the future require employment visa sponsorship?Company DescriptionAvery Partners collaborates with businesses all over the US to help streamline their hiring processes.Avery Partners collaborates with businesses all over the US to help streamline their hiring processes.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job DescriptionIf you're ready to manage complex planning engagements, guide clients through structured decision-making, and confidently manage processes, projects and people- this role offers that opportunity.The Opportunity Since 1993, Brailsford & Dunlavey has empowered hundreds of colleges and universities, PK–12 schools, municipalities, and professional sports organizations to achieve their bold visions through the built environment. This associate will lead complex planning and development advisory engagements for higher education and mission-driven institutions. This is a client-facing leadership role responsible for guiding institutions through strategic decisions that shape campus housing, recreation facilities, student unions, mixed-use developments, and other transformative assets. You will manage projects from analysis through implementation strategy , directing internal teams, advising institutional leaders, and ensuring deliverables reflect both analytical rigor and practical execution. This role requires sound judgment, financial fluency, and the ability to translate complex data into actionable direction. Located in Atlanta, GA on a hybrid basis, 2-3 days in office per week What You’ll Do * Lead multiple comprehensive planning and development advisory projects * Serve as the primary client contact and trusted advisor * Oversee research, market analysis, financial modeling, space planning, and stakeholder engagement efforts * Synthesize analytics into clear, implementable recommendations * Direct and mentor analysts, elevating the quality of their thinking and deliverables * Manage scope, pricing, invoicing, and overall project financial performance * Ensure quality control, documentation integrity, and client satisfaction * Contribute to business development efforts, including relationship cultivation and new opportunity identification * Strengthen internal analytical tools, models, and methodologies Leadership Expectations * Operate with ownership and accountability across engagements * Guide clients through ambiguity with clarity and structure * Develop analysts into thoughtful advisors, not task executors * Maintain disciplined project management while encouraging strong analytical exploration What You Bring * Bachelor’s degree in real estate, urban planning, architecture, finance, economics, construction management, or related field (Master’s preferred) * 5+ years of experience managing complex projects in planning, development, consulting, or real estate advisory * Strong understanding of development economics, financial modeling, and capital planning * Proven ability to manage multiple engagements simultaneously * Advanced proficiency in Excel, PowerPoint, Word, and Project * Strong written, presentation, and facilitation skills * Demonstrated leadership and mentoring ability * Commitment to ethical practice and client service excellence * Willingness to travel as required What Sets You Apart * You balance analytical depth with practical implementation. * You bring intellectual rigor to real estate and institutional strategy. * You are comfortable advising senior stakeholders. * You take pride in developing others while continuing to elevate your own professional maturity. Ultimately, if you are looking for a leadership role where strategy, development economics, and institutional mission intersect, we welcome the conversation! Apply Today! Why Apply with B&D? Impactful Mission, Learning and Development Opportunities , Robust Benefits Package and Strong Culture and Values. Our quick application process requires a resume, a cover letter (optional), and a few values-based questions. We’re excited to learn more about you, beyond just your resume! This role's target base annual salary range is currently $100,000-124,000. Pay scales are determined by role, level, location, and alignment with market data. Individual pay is determined through interviews and an assessment of several factors unique to each candidate, including but not limited to job-related skills, relevant education, experience, certifications, abilities of the candidate, and pay relative to other team members. The company benefits listed above are a summary of the benefits. Specific details, availability, and eligibility requirements apply in accordance with company policies. Brailsford & Dunlavey, Inc. is committed to providing a diverse and inclusive work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Brailsford & Dunlavey, Inc. participates in E-Verify.

Job DescriptionCompany Description Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters — to you, to your community, and to the world. Progress starts with you. Job Description Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa’s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients. The Consulting Practice within Visa Consulting & Analytics provides consulting, advisory, and solution services for Visa’s largest issuers in North America. We apply deep expertise in the payments industry to provide solutions to assist clients with their key business priorities, drive growth and improve profitability. The VCA team provides a comprehensive range of consulting services to deliver solutions that address unique challenges in areas such as improving profitability, strategic growth, customer experience, digital payments and managing risk. The Risk Practice advises Visa clients and ecosystem partners on core risk management areas for card portfolio management, including originations strategies, underwriting, credit line management, and collections. The selected candidate will primarily serve as a project leader and an advisor to clients on Credit Risk related engagements. There will also be opportunities to develop knowledge and client-facing skills in the areas of Fraud, Identity Risk, AI, and other risk practice initiatives. Specific Responsibilities Include: • Proactively engage with Visa internal teams in regular strategic & planning discussions, • Support Directors in leading consulting initiatives and contributes to closing engagements by identifying potential opportunities with clients, • Develop frameworks, approaches, solutions, and recommendations that effectively and efficiently address the most impactful opportunities and challenges, • Help to build solutions and measurable insights that will help clients to grow their portfolios and customer engagement in their core business, • Collaborate cross-functionally (e.g., marketing, sales, risk, legal) and across global regional teams to execute projects in ways that use the breadth and depth of Visa’s resources. Also partner with segment teams to drive actionable client results., • Produce insights, analyses, and recommendations to improve client performance, boost growth, drive understanding of client issues and provide strategic mentorship for client priorities across the verticals and segments, • Ability to reliably manipulate and analyze large data sets (industry and Visa) to identify meanings insights and recommendations for clients Basic Qualifications: • 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: • 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD, • Prior experience at large management consulting firm, Financial Institution, or at a major card issuer focused on credit risk areas, • Experience using financial indicators to measure business performance with a significant focus on impacting return on investment, • Strong analytical skills, with demonstrated intellectual and analytical complexity, • Self-motivated, results oriented individual with the ability to handle numerous projects concurrently, • Knowledge and understanding of banking operations and/or payment schemes, including products & services, business systems and processes, marketing initiatives and card acquiring/issuing experience, • Outstanding communication, storytelling and presentation skills, • People-first mindset, team player, experience mentoring junior-level individuals, • Collaborative, and flexible, able to work effectively in matrixed organization. technologically savvy, curious, up to date with AI, digital trends, and applications Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY The estimated salary range for this position is $130,600 to $221,600 per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. **

Job Description At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our tight-knit team brings together compliance professionals, financial advisors, investment associates, client service managers and associates, operations specialists, business development professionals, and marketing team members, all working collaboratively to help deliver an exceptional client experience. Our Leadership Team is dedicated to fostering employee growth both professionally and personally, and to making every CIA experience meaningful and memorable. Compliance Manager We are looking for an ethical, team-oriented Compliance Manager to strengthen and elevate our compliance infrastructure. Reporting to the Compliance Director and partnering closely with the Chief Compliance Officer, this role will assume ownership of major compliance program areas and will serve as a key contributor within the compliance function. The ideal candidate possesses a strong working knowledge of the Investment Advisers Act of 1940, including the regulatory requirements applicable to SEC registered investment advisers and other relevant regulations, and is comfortable holding team members at all levels of the organization accountable. The Compliance Manager demonstrates an unwavering commitment to maintaining and enhancing compliance standards, while also being respected by team members as a positive and approachable resource who supports them in their daily interactions with clients. This position is based in our Atlanta, GA office (Sandy Springs) and will require occasional travel to other office locations. This position is eligible for a hybrid work schedule after completion of a successful introductory period. Core Responsibilities: • Own and manage the Advertising & Marketing review responsibilities for the compliance program, experience with and a strong understanding of the SEC’s Marketing Rule is preferred, • Lead third-party manager and alternative investment oversight, • Provide compliance and regulatory guidance for new business initiatives, technology platforms, marketing strategies, and expansion efforts, • Participate in early-stage strategic discussions to ensure regulatory alignment prior to launch, • Coordinate and oversee the Asset Management Oversight Committee (AMOC) and Advisor Scorecard programs, as well as other audit work and internal compliance reviews, • Support DOL PTE 2020-02 rollover documentation and retrospective review, • Contribute to Rule 206(4)-7 annual review and required regulatory filings, • Support SEC examinations, including gathering documentation and drafting responses, • Enhance compliance workflows and strengthen documentation standards, • 5-8+ years of experience in an SEC-registered RIA (or FINRA) compliance role, • Direct SEC exam experience preferred, • Strong knowledge of the Advisers Act, Form ADV, Marketing Rule, Code of Ethics, and portfolio oversight; SEC marketing review experience preferred, • Bachelor’s degree from an accredited university, • IACCP® designation a plus, • Systems-oriented mindset with experience improving workflows, • Excellent written and verbal communication skills, • Attentive to detail while maintaining a big picture perspective, • Handles confidential and highly sensitive information with ultimate discretion, • Demonstrated ability to exercise independent regulatory judgment in a fast-paced, growth-oriented environment, • Self-starter with the ability to execute tasks and complete projects and audit work with little oversight, • Excellent ability to manage competing priorities, • Thinks strategically to make informed decisions with the firm’s best interest in mind, • Committed to a culture of compliance, • Exhibits the Capital Investment Advisors’ five Core Values in everything they do Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law. Powered by JazzHR 38Z7DhBEC5

Job Description Warbird Healthcare Advisors is a leading healthcare consulting firm specializing in strategic advisory services, operational improvement, and executive leadership solutions. We partner with hospitals and health systems nationwide to drive financial stability, operational efficiency, and leadership excellence. We are actively seeking experienced candidates for an exciting position as Interim Vice President, Revenue Cycle. The Vice President of Revenue Cycle Operations is a senior executive leader responsible for the strategic, operational, and financial performance of both acute care and physician revenue cycle operations for the health system. Initially engaged in an interim capacity with the intent to transition to full-time employment, this role serves as a trusted advisor to executive leadership and reports directly to the Chief Financial Officer. The VP of Revenue Cycle Operations provides hands-on leadership across the full continuum of the revenue cycle, drives performance improvement initiatives, ensures financial sustainability, and leads senior operational leaders to achieve consistent, scalable results. This position requires regular onsite presence each week, with relocation to the area required upon conversion to full-time employment. Executive Leadership & Strategy • Provide executive leadership and accountability for enterprise-wide revenue cycle performance across acute care hospitals and physician practices, • Partner closely with the CFO and executive leadership to align revenue cycle strategy with financial, operational, and organizational goals, • Oversee end-to-end revenue cycle functions, including patient access, coding/HIM, charge capture, billing, accounts receivable, denials management, and cash collections, • Drive operational excellence across front-end, mid-cycle, and back-end processes for both hospital and physician revenue cycle operations, • Establish and maintain performance metrics, dashboards, and governance structures to ensure transparency and accountability Performance Improvement & Transformation • Identify opportunities for operational improvement, standardization, and scalable best practices, • Lead transformation initiatives focused on efficiency, quality, compliance, and financial outcomes, • Lead, mentor, and develop senior and executive-level revenue cycle leaders and management teams, • Foster a culture of accountability, collaboration, and continuous improvement, • Bachelor's degree in Business Administration/Health Administration or related field. Master's degree preferred, • Experience with Epic EMR system, • Senior executive experience leading both acute care and physician revenue cycle operations, • Demonstrated success driving financial performance, operational improvement, and organizational change, • Strong executive presence with the ability to partner effectively with C-suite leaders, • Deep understanding of healthcare revenue cycle processes, metrics, compliance, and best practices, • Proven ability to lead complex teams and initiatives in dynamic healthcare environments

Job DescriptionDescription: Dynasty Financial Partners is seeking an individual to join the firm as a Relationship Manager on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one of the most important roles within our company, because you are the head of the relationship between our client firms and Dynasty. It is the RM’s job to project manage all the various projects a client firm is working on with Dynasty, along with being a strategic advisor to the leadership of the Network firm. The RM will be expected to lead the effort to drive profitability and growth within these organizations. This specific role will be based in Atlanta, Georgia, at the site of a client firm of Dynasty and will be focused on this relationship specifically. RESPONSIBILITIES: The Relationship Manager for the Dynasty will have responsibility and accountability for the following: • Relationship Management: Ensure clients of Dynasty receive prompt responses to inquiries. Problem solve a variety of situations using creative thinking. Act as an outsourced chief operating officer (OCOO), so that principals of the business can maintain focus on growth., • Strategic Coach: Work with principals of the firms to design and implement business plans. Assist with evaluation of RIA’s internal teams. Provide on-going feedback around the firm’s business model with a specific focus around client development., • Project Management: Be able to coordinate multiple parties to work towards clear goals and hurdles. Collect information from multiple parties and provide clear communication back to the client and senior management., • Transition Specialist: Prior experience in handling a wealth management firm’s transition onto a new technology solution/platform, or a transition of an actual advisor team to a new firm., • Communication: Dynasty’s headquarters are based in St. Petersburg, Florida and so the VP will be responsible for reporting back to senior leadership on progress within the relationship and identify any issues., • Work Travel: Members of the Relationship Management Team expect to travel most weeks, as we do believe in building relationships through face-to-face meetings. Since this position is to be located at the headquarters of a client firm, less travel than normal could be expected. However, travel will still be involved, at the very least to travel back to Dynasty HQ in St. Petersburg, Florida. Requirements: QUALIFICATIONS • Bachelor’s Degree in Business Administration, Finance, Economics, or related field required, • Experience in corporate development, investment banking, private equity, or strategic consulting roles with a focus on M&A and corporate strategy, preferred., • Understanding of financial analysis, valuation methodologies, and deal structuring., • Strong attention to detail and ability to handle and process complex information accurately., • Strong communication skills (both oral and written) and interpersonal skills., • Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines., • Detail oriented and thorough in completing projects/tasks., • The most important factor is being able to be a self-starter and take the initiative on projects., • Good presentation and public speaking skills., • Strong communication and interpersonal service skills., • Excellent writing, presentation, and organizational skills., • Detail oriented and thorough in completing projects/tasks., • Intellectual curiosity and critical thinking skills., • Must have initiative and ability to complete tasks with minimal supervision., • An interest in working in a team environment with a willingness to pitch in where needed., • Excellent Powerpoint and Excel skills., • Experience in one or more of the following career paths will definitely be a plus:, • Wealth Management: Experience working in the wealth management world, whether that be as an advisor, manager or support role. The key requirement is having a deep knowledge of concepts and operational relationships that are part of running a wealth management firm., • Practice Management: The ability to work with advisors/company leaders to help them drive growth and profitability within their firms., • Health Insurance, • Dental insurance, • Vision insurance, • Retirement plan 401(k), • 401(k) matching, • Paid Time Off, • FSA/HSA benefits plans, • Disability benefits, • Voluntary Life Insurance

Job DescriptionSenior eDiscovery Technical AdvisorEmployment Type: Full-Time, Executive-LevelDepartment: Legal CGS is seeking a dedicated Senior eDiscovery Technical Advisor to join a fast-paced and hard-working team to assist with any legal accounts. As an eDiscovery Technical Advisor, you will play a key role in supporting various aspects of the company's portfolio. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; - Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; - Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; - Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; - Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; - Contractor shall analyze search/collection results for data gaps; - Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; - handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; - Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; - Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; - Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; - Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; - Contractor shall document electronic discovery plans and procedures for each individual case; - Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; - Contractor shall provide eDiscovery collections on criminal cases. Qualifications:- 5 (five) years of eDiscovery/litigation support experience with a focus on client solutions.- 3 (three) years of progressive more responsible experience on major lit support projects.- 2 years in Relativity, beyond document review coding.- Excellent communication, presentation, and interpersonal skills with both eDiscovery technical teams and non-technical business leaders and team players.- Ability to work in a fast-paced environment and agile work environment.- Experience and familiarity with eDiscovery Services covering all realms of the EDRM (File to Trial).- Must be a U.S. Citizen.- The ability to obtain a U.S. Government security clearance (active clearance preferred).- BS/BA degree or equivalent work experience (JD highly preferred). Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Phone: +1 (888) 680-5916Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Job DescriptionWho are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008. We’re seeking a Finance Business Partner Senior Manager to lead financial planning and strategic support for key parts of Smarsh’s Corporate Finance team. This role goes beyond analysis—you’ll shape decisions, influence leaders, and help scale the finance function as the company grows.As a manager, you will be responsible for executive financial partnership, set planning standards, and manage / mentor analysts. You’ll act as a trusted advisor to senior stakeholders, bringing strong judgment, clear insights, and enable process improvement across the corporate finance function. How will you contribute? • Serve as a finance partner to Smarsh senior leaders across assigned functions (e.g., HR, IT, Finance, and office of CEO), • Lead budgeting, forecasting, and long-range planning processes for your business areas, • Develop and review complex financial models to support headcount planning, investments, and strategic initiatives, • Provide proactive insights, scenario analysis, and recommendations to influence business decisions, • Track performance vs. plan, identify risks and opportunities, and drive corrective actions with stakeholders, • Lead monthly and quarterly business reviews for your functions, • Partner with Smarsh accounting to ensure accurate close, forecasting, and variance analysis, • Improve finance processes, reporting, and tools to support scale and efficiency, • Coach and mentor junior team members; directly manage analysts as the team grows, • Own the reporting relationship and outcomes with a private equity sponsor What will you bring?, • 5+ years of experience in FP&A, finance business partnering, or related roles, with at least some experience in SaaS, • Demonstrated experience influencing senior stakeholders and driving outcomes through insight—not just reporting, • Strong understanding of SaaS business models, revenue drivers, and unit economics, • Advanced financial modeling and analytical skills, • Excellent communication and storytelling skills, including executive-level presentations, • Ability to balance strategic thinking with hands-on execution, • Experience operating in fast-paced, high-growth environments, • Familiarity with accounting and FP&A systems tools (examples: Adaptive, NetSuite)What do we offer?, • Healthcare insurance - We provide medical, dental, and vision insurance, and a flexible spending account that allows you to set aside pre-tax dollars to pay for eligible out-of-pocket expenses., • Personal time off - A healthy work-life balance is critical to your success at the office. Smarsh offers a “take-what-you-need” time off policy as well as flexible work arrangements, • 401K Match - Smarsh provides a 4% 401K match for which employees are fully vested on day one., • Sabbatical - The Smarsh sabbatical program provides a time to recharge, to study or simply a time to do something you are passionate about away from the workplace. Employees are eligible after six years of service.

Job Description Remote Senior Associate Opening for our Dining Advisory Practice Group Brailsford & Dunlavey (B&D) is seeking a Senior Associate to join our Dining Advisory Practice Group. This is a role for a professional who thrives at the intersection of strategy, procurement, and client advisory work, and who is energized by shaping high-impact outcomes for colleges and universities nationwide. The Opportunity At B&D, we lead the planning, development, and management of the places that shape and strengthen communities. Our Dining Advisory Practice Group advises higher education clients across the country on the planning, procurement, and long-term success of campus dining services and food service operating partnerships. This role is uniquely positioned within the firm and plays a critical role in advancing B&D’s management advisory work. Dining advisory assignments often integrate with broader firmwide planning efforts. In this role, the Senior Associate works closely with colleagues across B&D to develop coordinated strategies and comprehensive deliverables that align dining services with each institution’s long-term mission and vision. We are seeking a confident, highly client-facing professional who has spent time in contract-heavy environments—such as foodservice operations, consulting, procurement, or legal-adjacent roles—and is seeking more meaningful client engagement, broader strategic influence, and a healthier balance without sacrificing complexity or impact. This is a remote position within the continental United States, with the expectation that candidates reside near a major airport due to regular business travel. Preference will be given to applicants located near one of B&D’s regional offices: Washington, DC; New York City, NY; Atlanta, GA; Chicago, IL; Austin, TX; Costa Mesa or San Jose, CA. Responsibilities As a Senior Associate, you will lead and manage dining advisory engagements while serving as a trusted advisor to higher education clients. Typical responsibilities include: • Lead and manage dining advisory projects, developing and overseeing key deliverables such as dining master plans, needs assessments, operational and service audits, contractor solicitation processes, financial reviews and modeling, business plans, and market analyses., • Serve as the firm’s subject matter expert for dining procurement and solicitation efforts, managing the full lifecycle of contractor solicitation processes including schedule development, RFP drafting and evaluation, operating agreement and contract development, and client advising on business terms., • Advise clients through planning, negotiation, and implementation of dining operating agreements, working closely with institutional leadership, legal counsel, and prospective service partners., • Act as a primary client relationship manager on assigned engagements, ensuring clear communication, timely follow-through, and high-quality outcomes., • Coordinate and integrate dining advisory work with broader B&D planning efforts across other practice areas to support comprehensive institutional strategies., • Develop and deliver high-quality client presentations, reports, and project documentation that translate complex information into clear, actionable recommendations., • Manage multiple concurrent projects, ensuring schedules, scopes, budgets, and quality expectations are met., • Supervise and mentor analysts, associates, and consultants assigned to dining project teams, providing guidance, feedback, and coaching., • Participate actively in B&D’s business development efforts, including proposal development, conference participation, article writing, and cultivation of new and existing client relationships., • Contribute to the continued evolution of B&D’s dining advisory capabilities by improving tools, templates, methodologies, and best practices., • 7+ years of professional experience in dining services consulting, foodservice operations, management consulting, procurement, or contract administration, with at least 4 years of direct experience in dining solicitations, procurement, or contract management., • Bachelor’s degree in hospitality management, business, or a related field required; legal education or training (J.D., MBA, paralegal, or similar) strongly preferred., • Experience working with college or university dining operations is strongly preferred., • Demonstrated ability to manage complex, contract-driven advisory engagements with confidence and sound judgment., • Strong understanding of legal, operational, and business terms related to dining operating agreements and procurement processes., • Excellent analytical, organizational, and critical thinking skills., • Outstanding written, verbal, facilitation, and presentation skills., • Ability to work independently while leading teams in a fast-paced, multi-project environment., • Willingness to travel two or more times per month., • Clear alignment with B&D’s mission, values, and collaborative approach. Impactful Mission Work that aligns strategy, mission, and long-term institutional impact—supporting colleges and universities as they shape meaningful campus experiences. Growth & Leadership Culture We invest deeply in our people through mentorship, coaching, and structured learning. B&D has been recognized as a Champion of Learning by the Association for Talent Development for four consecutive years. Robust Benefits 100% company-paid health, dental, and prescription coverage for employees and children, cell phone reimbursement, generous PTO, 401(k) employer contributions, paid parental leave, and more. Values-Driven Culture Entrepreneurship, collaboration, curiosity, integrity, humility, and an unrelenting drive for excellence guide how we work and grow together. Apply Today Our application process includes a resume, a cover letter (optional), and a few values-based questions. We’re excited to learn more about you—beyond just your resume. This role's target base annual salary range is currently $125,000-140,000. Pay scales are determined by role, level, location, and alignment with market data. Individual pay is determined through interviews and an assessment of several factors unique to each candidate, including but not limited to job-related skills, relevant education, experience, certifications, abilities of the candidate, and pay relative to other team members. The company benefits listed above are a summary of the benefits. Specific details, availability, and eligibility requirements apply in accordance with company policies. Brailsford & Dunlavey is committed to providing a diverse and inclusive work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job DescriptionSalary: About Splitit Our vision is to help consumers responsibly enrich their lives by leveraging the credit theyve already earned in a new and impactful way. Today consumers want control of how they pay for the things they want and need. Splitit is the only payment platform that enables consumers to use their existing credit to break payments into smaller, bite-sized pieces to pay over-time with no interest, applications or fees. That keeps money in the hands of shoppers to use as they want. By helping shoppers pay small we help businesses grow big. Thats a win-win. Splitit operates globally and has offices in Atlanta and Tel Aviv. Who We Are Our culture is an environment of innovation, inspiration, and open communication. We live by the following values: Unique Perspective. Unwavering Courage. Bold Determination. Deliver Impact. Our values arent words we post on the wall- they make up the essence of who we are and how we make business decisions. They also shape the way we hire- so if you work with us, you will likely embody these too. What Youll Do Splitit is seeking an experienced counsel with a passion for payments, tackling regulatory issues, and supporting Splitits merchant and partner deals. The successful candidate will be a trusted advisor to our global business, sales, finance, and technology partners. The position will involve: • Drafting and negotiating domestic and international agreements and providing quick, concise, and high-quality legal advice., • Coordinating cross-functionally within Splitit to effectively craft deal strategies and to provide innovative advice for the business (including in the areas of payment services, merchant acquiring, and consumer finance)., • Contributing broadly to global legal and regulatory matters at the intersection of technology, licensing, and payment/financial services. Who You Are The ideal candidate will be a self-starter with strong interpersonal and organizational skills. The ideal candidate will be able to quickly build credibility with business partners, exercise good business judgment, work with senior management, and drive results on a cross-functional basis in a fast-paced environment. Other qualifications include: • J.D. degree; member in good standing of a state Bar, • 5+ years of experience drafting, reviewing, and negotiating sophisticated technology transaction agreements, including SaaS and professional services agreements., • Experience working in the payments industry, including with financial institutions, card networks, payments systems, acquirers, issuers, or financial technology companies., • Experience with consumer lending, privacy, other compliance and regulatory issues, and general corporate matters. Diversity and Equality At Splitit, we understand that were strongest when we can be different together. Diversity, Equity, and Inclusion are not just about metrics for us. Its about creating space for all individuals who walk through our doors, employee or not, to bring their full selves to the table. We strive to build teams as diverse as our markets and celebrate differences in background and perspective. Splitit is an equal opportunity employer, meaning all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. We ensure that all individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Job DescriptionCompany Description Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters — to you, to your community, and to the world. Progress starts with you. Job Description To ensure that Visa’s payment technology is truly available to everyone, everywhere requires the success of our key bank or merchant partners and internal business units. The North America Data Science group supports these partners by using our extraordinarily rich data set that spans more than 3 billion cards globally and captures more than 100 billion transactions in a single year. Our focus lies on building creative solutions that have an immediate impact on the business of our highly analytical partners. We work in complementary teams comprising members from Data Science and various groups at Visa. To support our rapidly growing group we are looking for a Director, Data Science who will support clients across banks, merchants & retailers, digital products, marketing, helping them unlock insights and drive innovation through advanced analytics and strategic data applications. Essential Functions: • Provide technical and strategic direction on data science initiatives, including R&D, data governance, system infrastructure, and analytics tool evaluation., • Act as a mentor and advisor to analysts and data scientists across teams, fostering a culture of excellence and continuous learning., • Champion best practices in data analysis, modeling, and reporting to ensure rigor, quality, and business relevance., • Guide team in development of actionable solutions and creation of deliverables that effectively communicate the findings and recommendations, • Leverage big data and cutting-edge data mining techniques, provide thought leadership in analytic techniques and business applications to unlock the value of Visa’s unique data set, • Lead development of assets supporting scalable analytic approaches capable of being leveraged by data scientists globally., • Make recommendations and build use cases on new sources of value by addressing the biggest gaps in our data sources in relation to revenue potential., • Evangelize new analytic approaches for processing big data through internal training, documentation and by leading technical sharing sessions., • Research industry metrics and business context and bring this context to bear in analyses, • Apply Python and SQL for data manipulation, analysis, and automation of workflows., • Develop and deploy machine learning models to solve business problems and enhance predictive capabilities., • Build and experiment with machine learning and Generative AI models by applying a variety of statistical and computational techniques., • Apply AI-enabled tools to streamline everyday work, including data exploration and model development., • Build and automate repeatable analyses and self-service tools to empower business users and reduce manual effort., • Drive sales activities with key clients, collaborating closely with business development teams to identify opportunities, position Visa’s solutions, and support revenue growth., • Maintain and strengthen relationships with key clients to support both ongoing delivery and long-term business development objectives., • Lead advanced internal development initiatives by designing and implementing innovative analytics solutions, frameworks, and tools that push the boundaries of Visa’s data science capabilities., • Act as a strategic partner to sales and account management teams, providing data-driven insights that influence client engagement, and solution design. Basic Qualifications: • 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD Preferred Qualifications: • 12 or more years of work experience with a Bachelor’s Degree or 8-10 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 6+ years of work experience with a PhD, • Advanced knowledge of databases and engineering concepts with hands on experience with one or more data analytics/programming tools such as Hive/SQL/Spark/Python, • Expertise in the application of predictive modeling and machine learning techniques, • Track record of leading cross-functional efforts including presenting ideas and analysis to various audience levels, • Experience with managing project teams and providing direction and thought leadership, • Expertise in the application of predictive modeling and machine learning techniques, • Track record of leading cross-functional efforts including presenting ideas and analysis to various audience levels, • 7+ years of analytical experience in applying solutions to business problems in relevant fields such as analytics, business consulting, or other data-driven functions, • Knowledge of big data engineering stack including Hadoop, Spark, and other related components, • Demonstrated expertise in data science tools and techniques, including advanced proficiency in SQL for data querying and transformation, expert-level knowledge of Python for analysis, modeling, and automation, and a strong foundation in machine learning encompassing model development, evaluation, and deployment., • Prior experience with a consulting firm delivery consulting services to financial services clients, • Demonstrated experience in planning, organizing, and managing multiple cross-functional projects with diverse cross-functional stakeholders, • Good business acumen to orient data analysis to business needs of clients, • Understanding of Cards/Payments and Banking business model would be a plus, • Experience with managing project teams and providing direction and thought leadership Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for this position is 170,000.00 to 272,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

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

Job Description Pay: $48,000.00 per year Job description: Executive Administrative Associate Location: Atlanta, GA (On-site) Employment Type: Full-Time (Monday – Friday, 8:30 AM – 5:00 PM) Compensation: $48,000 (growth opportunities with Licensing) Peachtree Planning is a comprehensive financial planning firm committed to empowering individuals and businesses through personalized financial strategies and exceptional client service. We are seeking a highly organized, detail-oriented, and ambitious Administrative Assistant to join our Atlanta office. This role is designed to be a launching pad for growth within the firm, with opportunities for advancement through hands-on experience, training, and professional licensing. Key Responsibilities (Initial Phase): • Reception Duties: Greet and assist guests, manage incoming calls and correspondence, and maintain a welcoming office environment., • Firm Reporting: Prepare and manage internal reporting for the executive team, providing critical insights to support business decisions., • Executive Support: Serve as an Executive Assistant to the firm’s President, handling scheduling, communications, and operational needs. Potential Career Paths Include: • Financial Advisor – Transition into a client-facing advisory role through licensing, mentorship, and field training., • Insurance Specialist – Focus on risk management strategies and insurance planning., • Investment Specialist – Support clients in portfolio construction, market analysis, and investment solutions. Ideal Candidate Traits: • Strong organizational skills and attention to detail, • Excellent communication and interpersonal abilities, • A proactive mindset with a desire to learn and grow, • Professionalism and discretion in handling confidential information, • Prior administrative or support experience preferred, • Proficiency in Microsoft Office and general tech-savviness, • Bachelor’s degree or equivalent experience strongly preferred, • Ability to work on-site in our Atlanta office Ready to grow with us? Apply today and take the first step toward a rewarding career path with Peachtree Planning. Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Health insurance, • Paid time off Education: • Bachelor's (Required) Ability to Commute: • Atlanta, GA 30342 (Required) Work Location: In person

Job Description At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. Business Development Associate We are actively looking for a motivated Business Development Associate with stellar communication skills to join our team. Focusing on inside sales, the Business Development Associate directly contributes to firm growth by cultivating and closing leads generated from institutional partners. A successful Business Development Associate is competitive, a strong listener, and can establish trust quickly with new leads. This position is based in our Atlanta, GA office and is eligible for a hybrid work schedule after completion of a successful introductory period. Core Responsibilities: • Field inbound calls from prospective clients and conduct qualifying screens, • Build rapport with prospective clients and recommend an Investment Advisor uniquely suited to their needs, • Generate new relationships and cultivate existing relationships with representatives from our institutional partners, • Work alongside the greater Business Development and Marketing teams to advance new sales initiatives, • Bachelor’s degree in Finance or related field, • 3+ years of experience in financial services, with demonstrated exposure to business development, • Working knowledge of various RIA custodian referral platforms, • Willingness to travel, • Excellent communication skills, both written and verbal, • Good problem-solving and time management skills, • Highly organized and detail-oriented, • Can work with little oversight but knows when to escalate, • Proficient in Microsoft Office Suite, • Experience working with CRM and PMS software, • Committed to a culture of compliance, • Operates with a client-first attitude, • Exhibits the Capital Investment Advisors five core values in everything they do Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law. Powered by JazzHR wJ0gH0qHC8