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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. 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. The Financial Planning Group is part of the broader Wealth and Advised Solutions organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning can help. The Financial Planning Group works with partners to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The plan includes a customized analysis to address financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which identify a client’s current situation, opportunities and gaps, and advise on specific steps to meet financial goals. The Financial Planner is responsible for strengthening the relationship between Schwab and clients who have the need for advice on complex financial situations. The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics. Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of Financial Planning. Responsibilities include; working with assigned internal Schwab departments to cultivate a referral relationship. Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and training to continually grow as a professional and advisor. • CFP® designation required, • Active and valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment), • Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment), • Minimum 3+ years’ experience with creating and presenting complex/comprehensive financial plans, • In-depth knowledge and demonstrated sales skills to position financial planning services, • Proven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client/prospect in a timely manner., • Extensive knowledge and mastery of moving clients through complete and complex financial planning cycle, • Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals. 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

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 01-01-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 12-26-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Distinguished Machine Learning Engineer- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn’t exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market. Building on Capital One’s pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face – things like data publishing, data consumption, data governance, and infrastructure management – we’ve built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward. We are seeking top tier talent to join our pioneering team and propel us towards our destination. You will be joining a team of innovative product, tech, and design leaders that tirelessly seek to question the status quo. As a Capital One Distinguished Machine Learning Engineer, you’ll have the opportunity to be on the forefront of building this business and bring these tools to market. Responsibilities: * Build awareness, increase knowledge and drive adoption of modern technologies, sharing consumer and engineering benefits to gain buy-in * Collaborate on Capital One’s toughest issues, to deliver on business needs that directly impact the lives of our customers and associates * Strike the right balance between lending expertise and providing an inclusive environment where others’ ideas can be heard and championed; leverage expertise to grow skills in the broader Capital One team * Promote a culture of engineering excellence, using opportunities to reuse and innersource solutions where possible * Effectively communicate with and influence key stakeholders across the enterprise, at all levels of the organization * Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use cases and implementation in an unified manner * Lead the way in creating next-generation talent for Tech, mentoring internal talent and actively recruiting external talent to bolster Capital One’s Tech talent Basic Qualifications: * Bachelors Degree * At least 7 years of experience in Software Engineering * At least 5 years of experience in Machine Learning Systems and Infrastructure Preferred Qualifications: * Masters’ Degree * 7+ years of experience using Python, Java, Go, and SQL * 6+ year of experience deploying machine learning models * Ability to understand deploying Machine Learning models in production environments at scale * Experience using Large Language Models (LLMs) to prompt engineering, fine-tune foundation models and evaluation and alignment of LLMs * 3+ years of experience with Kafka, Airflow, Spark, AWS Glue/Kinesis * 3+ years of experience with Databricks or Snowflake * Experience using LLM Ops tooling and practices in model versioning, deployment, cost optimization and latency reduction At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $239,900 - $273,800 for Distinguished Machine Learning Engineer Richmond, VA: $239,900 - $273,800 for Distinguished Machine Learning Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Senior Manager, Solutions Architecture, Data Security Pre-sales- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn’t exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market. Building on Capital One’s pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face – things like data publishing, data consumption, data governance, and infrastructure management – we’ve built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward. We are seeking top tier talent to join our pioneering team and propel us towards our destination. You will be joining a team of innovative product, tech, and design leaders that tirelessly seek to question the status quo. As a Capital One Pre-Sales Solutions Architect, you’ll have the opportunity to be on the forefront of building this business and bring these tools to market. Key Areas of Focus for Solutions Architects: * Trusted Advisor: We are the front line for our customer’s tech, product, and cyber needs as well as for solutioning product specific improvements. * Customer Ambassador: We represent the voice of the customer and the customer needs in internal discussions and working groups. * Demonstrate Value: We focus on identifying the best solutions that bring value to our customers. * Thought Leadership: We use research and customer solutioning experiences to build and share thought leadership both internally and externally. * Subject Matter Experts: We focus on gaining deep understanding of our products and deep subject matter expertise across technology domains in order to best advise our customers, solve complex problems and identify areas of improvement for our products. * Pre-Sales & Post-Sales: We are focused on serving our customers predominantly in the Pre-Sales stages, as we determine how to best implement our products for their needs and also solve for any unique requests. We also focus on the Post-Sales stages, for those instances where customers will require solutions that were not part of their original product deployment. * Solution Oriented: We focus on finding solutions to address every customer problem and need using every tool, skillset and creativity at our disposal. * Channel Partnership: We collaborate with Partner Sales Engineers and Partner Sellers on joint customer strategies and joint value props, as applicable for different products. Key Responsibilities for This Role: * Cultivates trust and builds relationships with customers by identifying, documenting, and measuring pain points and desired business outcomes. * Effectively advocates and represents the voice of customers to influence organizational objectives, product roadmaps and to improve the overall customer experience. * Manages relevant customer activity, identifies risk and growth opportunities, and partners with internal teams to mitigate risks or close opportunities. * Builds and manages key processes including product fit and tech fit discoveries, customer technical win, customer FAQs, customer objections, customer feedback, customer tech research, etc.. * Serves as a knowledge resource and escalation point for coworkers and customers. * Autonomously works through complex situations and ambiguous environments by building mechanisms and solutions to close gaps and grow the business. * Leads cross-functionally to achieve organizational objectives, including the attainment of targets for customer solution needs, product fit, product growth and evolvement. * Leads high customer satisfaction through the use of data and proactive solutions. * Productively challenges the status quo with clarity, identifying and proposing different approaches and solutions. * Conducts periodic check-ins with customers to ensure product fit and to align on ways to drive more value together through technical solutioning. * Develops and maintains technical support procedures and policies. * Builds credibility and trust within the team and with our business customers and stakeholders. * Drives architecture/design reviews for our customers focused on business requirements, and as needed, designs, plans and manages architectural projects. * Analyzes, defines and documents requirements for data, workflow, logical processes, hardware and operating system environment to support customer needs. * Works with business partners, architects, and other groups to identify technical and functional needs of systems, and determine priority of needs. * Stays current with new technology options and products, evaluating which ones would be a good fit for the customer or even a good fit for Capital One to develop. Basic Qualifications: * Bachelor’s degree or Military experience * At least 4 years of experience with design, implementation, or consulting experience of distributed applications * At least 3 years of experience in infrastructure architecture, database architecture and Data Security * At least 3 years of experience with cloud platforms (such as: AWS,GCP, Azure) Preferred Qualifications: * Master’s Degree in Computer Science, Engineering, or Information Technology * Demonstrated working knowledge of Kubernetes * Presentation skills with a high degree of comfort speaking with executives, IT Management, and developers * High level of comfort communicating effectively across internal and external organizations * Ability to understand API design and integration * Demonstrated ability to adapt to new technologies and learn quickly * Experience working within software development or Internet-related industries * History of successful technical consulting and/or architecture engagements with large-scale customers or enterprises * Ability to understand B2B sales process and client relationship management * Ability to understand security frameworks (for example: NIST, ISO) * Ability to understand cryptography and data encryption methodologies * Demonstrated ability to understand tokenization and data security technologies At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $204,900 - $233,800 for Sr. Manager, Solutions Architecture Richmond, VA: $204,900 - $233,800 for Sr. Manager, Solutions Architecture Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Distinguished Engineer - API Platform (GraphQL)(Remote-Eligible) As a Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud. You will work alongside our talented team of developers, machine learning experts, product managers and people leaders. Our Distinguished Engineers are leading experts in their domains, helping devise practical and reusable solutions to complex problems. You will drive innovation at multiple levels, helping optimize business outcomes while driving towards strong technology solutions. At Capital One, we believe diversity of thought strengthens our ability to influence, collaborate and provide the most innovative solutions across organizational boundaries. You will promote a culture of engineering excellence, and strike the right balance between lending expertise and providing an inclusive environment where the ideas of others can be heard and championed. You will lead the way in creating next-generation talent for Capital One Tech, mentoring internal talent and actively recruiting to keep building our community. Distinguished Engineers are expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and concise communications, code samples, blog posts and other material to share knowledge both inside and outside the organization. You will specialize in a particular subject area, but your input and impact will be sought and expected throughout the organization. If you are ready to provide thought leadership and build engineering excellence across Capital One's engineering teams, come join us in our mission to change banking for good. Key responsibilities: * Articulate and evangelize a bold technical vision for your domain * Decompose complex problems into practical and operational solutions * Ensure the quality of technical design and implementation * Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability * Continue learning and injecting advanced technical knowledge into our community * Handle several projects simultaneously, balancing your time to maximize impact * Act as a role model and mentor within the tech community, helping to coach and strengthen the technical expertise and know-how of our engineering and product community Capital One is open to hiring a Remote Employee for this opportunity. * Bachelor’s Degree * At least 7 years of experience in General software * At least 7 years of experience in Software engineering and Solution architecture * 10+ years of professional experience coding in one of the following software engineering languages (Golang, Rust, JavaScript, Python or Java) * 10+ years of professional experience in the full lifecycle of system development, from conception through architecture, implementation, testing, deployment and production support * 5+ years of experience designing, building and operating large scale distributed systems * 5+ years of experience with AWS * 5+ years of experience with DevOps and AWS IaC * 3+ years of experience with GraphQL technologies * 3+ years of experience with Authentication and Authorization Technologies (implementing GraphQL security including fine grained authorizations, rate limiting , query complexity analysis) * 3+ years of experience with SQL and NoSQL databases * Experience operating with a Site Reliability (SRE) mindset and culture Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $239,900 - $273,800 for Distinguished Engineer McLean, VA: $263,900 - $301,200 for Distinguished Engineer New York, NY: $287,800 - $328,500 for Distinguished Engineer Richmond, VA: $239,900 - $273,800 for Distinguished Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented Senior Manager with horizontal cybersecurity expertise to join our dynamic Customer Trust & Field Security team. This critical role acts as the security expert for our sales and business development efforts, bridging our technical security posture with the questions of prospective customers. You will be responsible for reviewing, interpreting, and responding to customer security-related inquiries, ensuring our responses are accurate, complete, and aligned with our security certifications and documentation. This position is pivotal in establishing and strengthening customer confidence in our cybersecurity, privacy, and compliance programs, influencing product direction and sales strategy to solve real-world security challenges. You will drive transparency, thought leadership, and strategic engagement, ensuring our security posture aligns with industry best practices while enabling business growth. This is an opportunity to be a crucial part of our growth. If you’re a cybersecurity professional who enjoys the challenge of communicating technical concepts in a business context, we’d love to hear from you. Key Responsibilities: * Customer Trust & Transparency: Scale and build upon existing programs like the Customer Trust Center, providing customers with self-service access to relevant security, privacy, and compliance information. * Customer Engagement: Act as a trusted technical and security advisor, engaging customer security teams and IT leaders to align on their cybersecurity & business needs. Serve as the internal subject matter expert on security for the GTM team, supporting sales and account managers in client-facing discussions and presentations. * Industry Thought Leadership: Represent the company externally in security and technology conversations, shaping best practices and positioning our solutions as industry-leading. * Go-to-Market & Sales Acceleration: Bridge the gap between technical value and business outcomes, aligning security messaging with sales and marketing strategies to drive adoption of our products. * Cross-functional Influence & Collaboration: Work closely with the engineering, legal, risk, cyber, and compliance teams to ensure our security responses are accurate and reflect our latest technical and regulatory standing. * RFI/RFP Response: Analyze and respond to cybersecurity sections of RFIs (Requests for Information) and RFPs (Requests for Proposal), providing detailed and precise information about our security controls, policies, and procedures. * Security Documentation: Maintain and update a knowledge base of our security posture, including security policies, certifications (e.g., SOC 2, ISO 27001), and compliance documentation. * Continuous Improvement: Identify trends in customer security inquiries to help improve our documentation and proactive communication strategies. * Third-Party Risk & Due Diligence: Support third-party risk and due diligence processes, helping customers efficiently evaluate our security posture. * Product Roadmap Contribution: Provide insights on emerging cybersecurity trends and customer expectations to contribute to the product roadmap. * Security Sales Playbook Development: Develop and standardize security sales playbooks, equipping sales teams with messaging, objection handling, and case studies, as applicable. Why Join Us: * Impactful Role: Play a critical role in shaping our customer trust strategy, directly influencing business growth and sales success by building trust and demonstrating our commitment to security for our customers. * Collaborative Culture: Partner with diverse teams across the organization, from engineering to sales, in a fast-paced work environment. * Thought Leadership: Represent the company externally and contribute to industry best practices. * Customer-Centric Focus: Be part of a team dedicated to empowering organizations to confidently adopt our solutions. Basic Qualifications: * At least 7 years of progressive experience in a cybersecurity or information security role, with a strong understanding of security frameworks and best practices, and a focus on horizontal expertise across various domains. * At least 4 years in customer-facing roles, acting as a trusted advisor to senior security and IT leaders. * Deep technical understanding of cybersecurity principles, data protection, privacy, and compliance frameworks. Familiarity with common cybersecurity concepts, including access control, encryption, network security, and incident response. * Excellent written and verbal communication skills with the ability to translate complex technical information into clear, concise, and professional responses for both technical and non-technical audiences. * Meticulous and organized, with a proven ability to manage multiple projects and deadlines simultaneously and great attention to detail. * Ability to influence and collaborate effectively with cross-functional teams. Preferred Qualifications: * Experience in developing and implementing scalable Customer Trust programs. * 3+ years experience with Third Party Risk Management programs. * Strong business acumen and the ability to translate complex technical concepts into business value. * Professional certifications such as CISSP, CISM, CIPP/E, or CompTIA Security+ * Experience with cloud services and cloud technologies (e.g., AWS, Microsoft Azure, GCP), cybersecurity technologies, data cloud platforms (e.g., Snowflake, Databricks). At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $204,900 - $233,800 for Sr. Manager, Solutions Architecture McLean, VA: $225,400 - $257,200 for Sr. Manager, Solutions Architecture Richmond, VA: $204,900 - $233,800 for Sr. Manager, Solutions Architecture Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Distinguished Data Engineer - Card Data Distinguished Data Engineers are individual contributors who strive to be diverse in thought so we visualize the problem space. At Capital One, we believe diversity of thought strengthens our ability to influence, collaborate and provide the most innovative solutions across organizational boundaries. Distinguished Engineers will significantly impact our trajectory and devise clear roadmaps to deliver next generation technology solutions. About the Team: Capital One is seeking a Distinguished Data Engineer, to work in our Credit Card Technology Data Engineering Team and build the future of financial services. We are a fast-paced, mission-driven group responsible for managing and leveraging petabytes of sensitive, real-time and batch data that powers everything from fraud detection models and personalized reward systems to regulatory compliance reporting. As a leader in Data Engineering, you won't just move data; you'll architect high-availability that directly influence millions of customer experiences and secure billions in transactions daily. You'll own critical data domains end-to-end, working cross-functionally with ML Scientists, Product Managers, and Business Analysts teams etc to solve complex, high-stakes problems with cutting-edge cloud technologies (like Snowflake, Kafka, and AWS). If you thrive on technical challenges, demand data integrity, and want your work to have a clear, measurable impact on the bank’s core profitability and security, this is your team. This leader must have the ability to attract and recruit the industry’s best talent, and simultaneously have the technical chops to ensure that we build compelling, customer-oriented solutions in an iterative methodology. Success in the role requires an innovative mind, a proven track record of delivering next generation software and data products, rigorous analytical skills, and a passion for delivering customer value through automation, machine learning and predictive analytics. Our Distinguished Engineers Are: * Deep technical experts and thought leaders that help accelerate adoption of the very best engineering practices, while maintaining knowledge on industry innovations, trends and practices * Visionaries, collaborating on Capital One’s toughest issues, to deliver on business needs that directly impact the lives of our customers and associates * Role models and mentors, helping to coach and strengthen the technical expertise and know-how of our engineering and product community * Evangelists, both internally and externally, helping to elevate the Distinguished Engineering community and establish themselves as a go-to resource on given technologies and technology-enabled capabilities Responsibilities: * Build awareness, increase knowledge and drive adoption of modern technologies, sharing consumer and engineering benefits to gain buy-in * Strike the right balance between lending expertise and providing an inclusive environment where others’ ideas can be heard and championed; leverage expertise to grow skills in the broader Capital One team * Promote a culture of engineering excellence, using opportunities to reuse and innersource solutions where possible * Effectively communicate with and influence key stakeholders across the enterprise, at all levels of the organization * Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use cases and implementation in an unified manner * Lead the way in creating next-generation talent for Tech, mentoring internal talent and actively recruiting external talent to bolster Capital One’s Tech talent Basic Qualifications: * Bachelor’s Degree * At least 7 years of experience in data engineering * At least 3 years of experience in data architecture * At least 2 years of experience building applications in AWS Preferred Qualifications: * Masters’ Degree * 9+ years of experience in data engineering * 3+ years of data modeling experience * 2+ years of experience with ontology standards for defining a domain * 2+ years of experience using Python, SQL or Scala * 1+ year of experience deploying machine learning models * 3+ years of experience implementing big data processing solutions on AWS Capital One will consider sponsoring a new qualified applicant for employment authorization for this position The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $239,900 - $273,800 for Distinguished Data Engineer McLean, VA: $263,900 - $301,200 for Distinguished Data Engineer New York, NY: $287,800 - $328,500 for Distinguished Data Engineer Richmond, VA: $239,900 - $273,800 for Distinguished Data Engineer San Francisco, CA: $287,800 - $328,500 for Distinguished Data Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Distinguished Data Engineer - Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn’t exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market. Building on Capital One’s pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face – things like data publishing, data consumption, data governance, and infrastructure management – we’ve built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward. We are seeking top tier talent to join our pioneering team and propel us towards our destination. You will be joining a team of innovative product, tech, and design leaders that tirelessly seek to question the status quo. As a Capital One Distinguished Data Engineer, you’ll have the opportunity to be on the forefront of building this business and bring these tools to market. Responsibilities: * Build awareness, increase knowledge and drive adoption of modern technologies, sharing consumer and engineering benefits to gain buy-in * Collaborate on Capital One’s toughest issues, to deliver on business needs that directly impact the lives of our customers and associates * Strike the right balance between lending expertise and providing an inclusive environment where others’ ideas can be heard and championed; leverage expertise to grow skills in the broader Capital One team * Promote a culture of engineering excellence, using opportunities to reuse and innersource solutions where possible * Effectively communicate with and influence key stakeholders across the enterprise, at all levels of the organization * Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use cases and implementation in an unified manner * Lead the way in creating next-generation talent for Tech, mentoring internal talent and actively recruiting external talent to bolster Capital One’s Tech talent Basic Qualifications: * Bachelor’s Degree * At least 7 years of experience in data engineering * At least 5 years of experience in data architecture Preferred Qualifications: * Masters’ Degree * 7+ years of experience using Python, Java, Go, and SQL * 3+ years of experience with Kafka, Airflow, Spark, AWS Glue/Kinesis * 3+ years of experience with Databricks or Snowflake * 1+ year of experience deploying machine learning models At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $239,900 - $273,800 for Distinguished Data Engineer Richmond, VA: $239,900 - $273,800 for Distinguished Data Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Manager, Business Risk Guide- Enterprise Services Risk Office We are hiring! The Enterprise Services Business Risk Office provides risk management support to several lines of business including: Brand, Enterprise Supplier Management, Enterprise Products & Experience (EPX), Software, Global Enterprise Affairs, eData, Global Workplace Solutions, Emerging Payments, Ventures, and Tech. As the risk team for Enterprise Services Business Risk, we are on the cutting edge of risk management and provide support for new and emerging technologies as well as critical business strategies. Capital One has taken a bold journey to build a technology company, while operating in a complex, highly regulated business. If you are a problem solver seeking an exciting challenge. Can build relationships as well as develop and implement innovative solutions and are ready to work on the front line of a top 10 Bank. Come be a part of an organization that’s dedicated to helping Capital One identify, manage and effectively mitigate risk – changing banking for good - for our customers, our communities and our associates. As a Business Risk Manager in Capital One’s Enterprise Services (ES) Risk organization, that’s exactly what you’ll do as a first line function. Working with talented associates, you are the conscience of all areas of the Business. You will apply your risk management and analytical skills to some of our highest profile Risk Management projects. You are a highly motivated, experienced, collaborative Risk Management professional that is forward thinking, quick to adapt, and technologically adept. These skills will allow you to gain insights, act as a change agent to influence both business and technology partners, and deliver value-added risk management services to help ensure our Company remains well-managed and avoids unnecessary risk. In this position, you will play a key role in enhancing our Business risk management investment, product and data processes across Capital One and driving project and program delivery. Here's what we're looking for in an ideal teammate: * You are a critical thinker who seeks to understand the business and its control environment. * You possess a relentless focus on quality and timeliness. * You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. * You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact. * You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. * You are a trusted advisor both leading and driving effective and relevant risk management conversations with Divisional Business and Tech leadership and their teams. * You are an informed consultant to develop and deliver appropriate messages on risk themes and challenge remediation activities. * You are an approachable and effective partner to navigate regulatory and compliance requirements to help develop fit for purpose solutions with the ability to flex where appropriate Responsibilities: * Build successful relationships with our Investment, Product, Data and other team members to understand the impact of business and technology risk on critical business processes * Perform risk reviews during various processes such as Risk Control and Self Assessments (RCSAs), Process Level Assessments (PLA), Exceptions, Applications, Targeted Risk Assessments and recommend on risk mitigation activities. * Influence leaders within Investments, Compliance, Product, Data, Cyber, second line risk organizations, and Internal Audit on key technology risks and actions as needed * Conduct periodic risk reviews with the executives and support reporting for risk metrics * Develop risk analysis, perform deep dive investigations, and drive specific risk initiatives to minimize risk posture and strengthen overall control suite effectiveness * Design and support internal risk and control governance processes * Identify and implement continual risk program enhancements based on industry standards and best practices in alignment with Capital One’s strategic risk direction * Support the Enterprise Services (ES) Risk organization by implementing new and innovative ideas Basic Qualifications: * High School Diploma, GED or Equivalent Certification * At least 4 years of experience in the Financial Services or Technology industry * At least 4 years of experience in project, program, process, or risk management * At least 4 years of experience facilitating and leading discussions across various disciplines Preferred Qualifications: * Bachelor’s Degree or military experience * Knowledge of the UK and US regulatory landscapes * 5+ years of experience in risk management, technology, or a related discipline * At least 5 years of leading highly cross-functional programs * At least 5 years of experience consulting with senior executives and strategy building * 5 years of experience supporting internal and external business clients with a deep understanding of Investment, Product and Data risk in the areas of security considerations, sustainability, business resilience and data restrictions * Experience in controls development, controls management, risk reporting activities such as process level assessments and risk and control self assessments * Strong organization skills and ability to support multiple projects simultaneously * Excellent verbal presentation and written communication skills to confidently interact with and lead meetings at all levels * Excellent problem-solving, analytical and critical thinking skills to effectively respond to shifting priorities, demands and timelines At this time, Capital One will not sponsor a new applicant for employment authorization for this position The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $144,000 - $164,400 for Manager, Cyber Risk & Analysis McLean, VA: $158,400 - $180,800 for Manager, Cyber Risk & Analysis New York, NY: $172,800 - $197,200 for Manager, Cyber Risk & Analysis Plano, TX: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Richmond, VA: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Wilmington, DE: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Distinguished Engineer (Card Decisioning) As a Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud. You will work alongside our talented team of developers, machine learning experts, product managers and people leaders. Our Distinguished Engineers are leading experts in their domains, helping devise practical and reusable solutions to complex problems. You will drive innovation at multiple levels, helping optimize business outcomes while driving towards strong technology solutions. At Capital One, we believe diversity of thought strengthens our ability to influence, collaborate and provide the most innovative solutions across organizational boundaries. You will promote a culture of engineering excellence, and strike the right balance between lending expertise and providing an inclusive environment where the ideas of others can be heard and championed. You will lead the way in creating next-generation talent for Capital One Tech, mentoring internal talent and actively recruiting to keep building our community. Distinguished Engineers are expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and concise communications, code samples, blog posts and other material to share knowledge both inside and outside the organization. You will specialize in a particular subject area, but your input and impact will be sought and expected throughout the organization. About the team: Capital One’s Card Decisioning team is responsible to enable our business to manage risk and drive business value across the customer lifecycle by providing real-time, accurate , secure and AI powered decision-making solutions for customer transactions, fraud detection, alerts, credit inquiries and applications across card, lending and banking products. In this role, you will work with our decisioning platform team to provide architectural guidance and technical leadership to help build a destination platform for capital one. You will be a thought leader in this space to ensure we are building a world class platform that is scalable, resilient, multi-tenant and can support a variety of use cases. You will work with other Distinguished Engineers to detail out high level designs and help Software engineers develop and engineer the products as envisioned . You will be responsible to help the teams with setting up the best in the industry engineering culture and developer experience . Additionally, you will provide mentorship and strategic guidance to our engineer, product, and leadership groups. Key responsibilities: * Articulate and evangelize a bold technical vision for your domain * Decompose complex problems into practical and operational solutions * Ensure the quality of technical design and implementation * Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability * Continue learning and injecting advanced technical knowledge into our community * Handle several projects simultaneously, balancing your time to maximize impact * Act as a role model and mentor within the tech community, helping to coach and strengthen the technical expertise and know-how of our engineering and product community * Bachelor’s Degree * At least 7 years of experience in Software Engineering * At least 5 years of experience with large, distributed systems * At least 5 years of experience with public cloud technologies * Bachelor's or Master's Degree in Computer Science or a related field * 12+ years of experience in software development * 10+ years of professional experience coding in commonly used languages like Java, Python, Go, JavaScript/TypeScript, Swift, etc. (Java and Python preferred) * 10+ years of professional experience in the full lifecycle of system development, from conception through architecture, implementation, testing, deployment and production support * Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $239,900 - $273,800 for Distinguished Engineer McLean, VA: $263,900 - $301,200 for Distinguished Engineer Richmond, VA: $239,900 - $273,800 for Distinguished Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the ___. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ___. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ___ Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Distinguished Data Engineer Distinguished Data Engineers are individual contributors who strive to be diverse in thought so we visualize the problem space. At Capital One, we believe diversity of thought strengthens our ability to influence, collaborate and provide the most innovative solutions across organizational boundaries. Distinguished Engineers will significantly impact our trajectory and devise clear roadmaps to deliver next generation technology solutions. * Deep technical experts and thought leaders that help accelerate adoption of the very best engineering practices, while maintaining knowledge on industry innovations, trends and practices * Visionaries, collaborating on Capital One’s toughest issues, to deliver on business needs that directly impact the lives of our customers and associates * Role models and mentors, helping to coach and strengthen the technical expertise and know-how of our engineering and product community * Evangelists, both internally and externally, helping to elevate the Distinguished Engineering community and establish themselves as a go-to resource on given technologies and technology-enabled capabilities The Distinguished Data Engineering role will be responsible for the architectural design and technical patterns that enable a high-performing, reliable data platform for Card authorizations. The focus of the work includes advancing data observably, the Spend Data Product, data standardization, and the core data pipelines that power authorization processing and decisioning. The role is expected to be hands-on, partnering closely with engineering teams and authorization's partners to help drive work forward. Responsibilities: * Build awareness, increase knowledge and drive adoption of modern technologies, sharing consumer and engineering benefits to gain buy-in * Strike the right balance between lending expertise and providing an inclusive environment where others’ ideas can be heard and championed; leverage expertise to grow skills in the broader Capital One team * Promote a culture of engineering excellence, using opportunities to reuse and innersource solutions where possible * Effectively communicate with and influence key stakeholders across the enterprise, at all levels of the organization * Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use cases and implementation in an unified manner * Lead the way in creating next-generation talent for Tech, mentoring internal talent and actively recruiting external talent to bolster Capital One’s Tech talent Basic Qualifications: * Bachelor’s Degree * At least 7 years of experience in data engineering * At least 3 years of experience in data architecture * At least 2 years of experience building applications in AWS Preferred Qualifications: * Masters’ Degree * 9+ years of experience in data engineering * 3+ years of data modeling experience * 2+ years of experience with ontology standards for defining a domain * 2+ years of experience using Python, SQL or Scala * 1+ year of experience deploying machine learning models * 3+ years of experience implementing big data processing solutions on AWS (S3, DynamoDB, Lambda, Glue, Flink) * 2+ years of experience with Orchestration Technologies (Airflow, Step functions) * 2+ years of experience with Caching and In-memory Data stores Capital One will consider sponsoring a new qualified applicant for employment authorization for this position The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $239,900 - $273,800 for Distinguished Data Engineer McLean, VA: $263,900 - $301,200 for Distinguished Data Engineer Richmond, VA: $239,900 - $273,800 for Distinguished Data Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning team as an Estate Planning Strategist. The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or fully remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. The team works firmwide to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives. The Estate Planning Strategist will primarily work with families with a net worth up to $10M, focusing on the client’s base estate plan. The candidate must be able to diagram a client’s base estate plan, make recommendations to simplify or improve a client’s estate plan, and identify tax-efficient wealth transfer opportunities, if appropriate. This role does not prepare or draft legal documents; rather, the Estate Planning Strategist coordinates with the client’s overall professional team, including external legal and tax advisors. Responsibilities include, but are not limited to: Ownership of the wealth planning for clients with up to $10M net worth. Assessment of base estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address client needs and goals, and presenting to clients. Guidance to advisory teams and clients as to simple estate planning matters. Collaboration and frequent communication within the division and with Wealth Advisors and internal associates – both verbally and in writing. Research of specific topics, legislation, or other planning matters, for purposes of internal projects, as well as internal and external materials, including seminars. Identification of solutions and services as sales opportunities. Continued planning knowledge through internal and external firm training, self-study, and industry participation. Other duties as assigned. Qualifications J.D. required. At least one year of legal experience required to be within a law firm focusing on estate planning, practicing as a licensed attorney. At least two years’ experience working in estate planning or trust and estate administration required. Competency with financial planning, tax, or research software preferred. Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment. Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required. About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Manager, Tech and Product Risk - Enterprise Services Risk The Enterprise Services Risk organization is expanding with a focus on attracting innovative, pioneering, collaborative, and highly skilled professionals. We operate at the forefront of risk management, providing support for novel and developing technologies, as well as critical business strategies. Diverse perspectives and experiences are valued as we work to redefine the financial sector. As a Manager in Capital One’s Technology and Product Risk Office, you will apply your risk management, cyber and technical expertise to the company’s Cyber Organization. Our team serves as the first line of defense to help ensure our Company remains well-managed and avoids unnecessary risk. In this position, you will play a key role in enhancing our risk management processes and cyber risk profile across Capital One. Your contributions will drive organizational and strategic change through risk identification, measurement, analysis, and reporting in order to better manage the company’s risk in an open and collaborative environment. In this role, you will: * Support assessments of cybersecurity risk management practices across Capital One * Collaborate with stakeholders in Cyber Governance and Risk to draft, manage, and validate risk objects from their inception to their closure * Consult with teams on incremental program enhancements to improve the maturity and effectiveness of cybersecurity risk management processes within the organization * Support the execution of risk assessment and risk management processes like Process Level Assessments (PLA), LAUNCH initiatives, and Material Technology and Cybersecurity Changes (MTC) / Targeted Risk Assessments (TRA) * Partner with cross-functional teams to evaluate cybersecurity scanning tools to determine their effectiveness * Conduct periodic risk reviews with stakeholders and support reporting for and/or changes to risk metrics * Collaborate with cross-functional teams to address regulatory responses and action as needed * Serve as a trusted advisor to stakeholders in the Cyber organization for risk management best practices and enterprise risk management processes Basic Qualifications: * High School Diploma, GED or Equivalent Certification * At least 4 years of experience in Cybersecurity, Technology, Risk Management, External Audit, or a combination of these * At least 4 years of experience in Process Management, Project Management, or a combination of these Preferred Qualifications * Bachelor's Degree or Military Experience * Excellent verbal presentation and written communication skills to confidently interact with and lead meetings at all levels * At least 5 years of experience in Cybersecurity, Technology, Risk Management, External Audit, or a combination of these * At least 5 years of experience in Process Management, Project Management, or a combination of these * Problem-solving, analytical and critical thinking skills to effectively respond to shifting priorities, demands and timelines * Risk Certifications (CRISC, CISM, CRCM, CIPP, ABA Risk Mgmt Certification) At this time, Capital One will not sponsor a new applicant for employment authorization for this position The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $144,000 - $164,400 for Manager, Cyber Risk & Analysis McLean, VA: $158,400 - $180,800 for Manager, Cyber Risk & Analysis New York, NY: $172,800 - $197,200 for Manager, Cyber Risk & Analysis Richmond, VA: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Application Deadline: Address: 320 S Canal Street Job Family Group: Customer Shared Services Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank’s loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio. • Recommends alternatives to credit proposals e.g. restructuring of the application and/or use of special loan plans available., • Contributes to the development and implementation of lending related policies and procedures., • Acts as a trusted advisor to assigned business/group., • Influences and negotiates to achieve business objectives; includes action plans with debtor and guarantors., • Recommends and implements solutions based on analysis of issues and implications for the business., • Assists in the development of strategic plans., • Identifies emerging issues and trends to inform decision-making., • Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences., • Helps determine business priorities and best sequence for execution of business/group strategy., • Conducts independent analysis and assessment to resolve strategic issues., • Ensures alignment between stakeholders., • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting., • Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information., • Breaks down strategic problems, and analyses data and information to provide insights and recommendations., • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives., • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels., • Provides technical expertise to other team members, acting as a go-to person for the team., • Supports the manager by coordinating and managing workflow and exception requests; escalates any concerns., • Provides input into the planning and implementation of operational programs., • Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank’s security position., • Documents decisions on credit transactions with rationale that can be understood and explained to customers., • Identifies and advises on terms, conditions and collateral requirements for the transaction decision as well as alternative solutions., • Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies., • Maintains and enhances knowledge around lending issues, including loan structure, collateral, foreclosure, bankruptcy and the various regulations that directly impact the Bank., • Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of structuring transactions., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Builds effective relationships with internal/external stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community., • Gathers and formats data into regular and ad-hoc reports, and dashboards., • Monitors and tracks performance and addresses any issues., • Provides input into the planning and implementation of operational programs., • Executes work to deliver timely, accurate, and efficient service., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Provides specialized consulting, analytical and technical support., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Works independently and regularly handles non-routine situations., • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience., • Credit Qualifications and associated credit knowledge and skills according to the established qualification standards., • In-depth knowledge of banking products & services., • In-depth knowledge of industry trends and regulations., • In-depth knowledge of credit portfolio management policies & procedures, and financing guidelines., • Proven leadership skills and highly developed coaching skills., • Deep knowledge and technical proficiency gained through extensive education and business experience., • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth., • Data driven decision making - In-depth. Salary: $81,400.00 - $151,800.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: Address: 320 S Canal Street Job Family Group: Audit, Risk & Compliance Provides oversight, monitoring and reporting on model risk for the Enterprise and US portfolios. Develops and monitors the model risk management and governance framework and practices leveraged across BMO and US; ensures compliance with regulatory guidance and expectation for Model Risk Management and serves as a regulatory liaison on models and model risk related matters. Implements and maintains Model Risk policies and standards, risk rating methodologies, and controls to align with regulatory expectation and industry practice, and to increase transparency, accuracy, and consistency across groups. • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do and ensures alignment between values and behaviour that fosters diversity and inclusion., • Builds interdependent teams that collaborate across functional and operating groups to ensure alignment in managing models and model risk and create value for all stakeholders., • Attracts, retains, and enables the career development of top talent., • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance., • Develops an expert understanding of business/group objectives and challenges. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives within model risk appetite., • Acts as the liaison and prime contact for regulators; manages regulatory relationships and represents the MRM during internal/external audits and/or regulatory examinations., • Networks with industry contacts to gather competitive insights and best practices., • May consult to or serve on various committees and task forces., • Interprets new regulations and assesses impacts to the governance framework., • Identifies emerging issues and trends to inform decision-making., • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution., • Leads the development and maintenance of the model risk management governance framework and inventory systems., • Ensures alignment between stakeholders., • Provide guidance in the development and maintenance of comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting., • Defines business requirements for analytics & reporting to ensure data insights with respect to model risk and required actions., • Leads the development of the communication strategy focusing on positively influencing or changing behaviour., • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives., • Assesses and adapts existing operational programs; develops new capabilities to ensure ongoing success., • Manages the review and sign-off process for relevant regulatory reporting., • Leads and integrates the monitoring, measurement and reporting on the status of the model risk governance program to internal and external stakeholders., • Leads the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines., • May provide specialized support for other internal and external regulatory requirements., • Provides input into the planning and implementation of ongoing operational programs in support of the model validation / risk framework., • Leads in the design, implementation and management of core business/group processes. Oversees effective challenge to model stakeholder operating procedures to ensure compliance with requirements and expectation of the Model Risk Management Framework., • Oversees compliance control and testing to ensure model life cycle activities adheres to all policies, procedures and established processes, documents and reports results of evaluations on an individual and summary basis., • Provides guidance to and oversees the assigned business/group on implementation of the risk framework. Monitors and reports material risk including compliance gaps, and required remediation actions, to relevant committees. Assesses education and training needs, develops/delivers training on MRM framework and expectations., • Develops and oversees reporting for complete, comprehensive and consistent risk measurement, including KRM/KRI, and escalation where needed., • Develops and coaches employees to develop in-depth knowledge of business and related risk management requirements and legislative / regulatory directives and guidance., • Builds effective relationships with internal/external stakeholders., • Coordinates and monitors the review and sign-off of regulatory reporting and attestations., • Operates at a group/enterprise-wide level and collaborates with other risk functions to ensure alignment of MRM with the Bank's Risk Framework., • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems., • Communicates abstract concepts in simple terms., • Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives., • Monitors and reports development and trends in regulatory environment and industry practices., • Typically, 12+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience., • Expert knowledge and understanding of model risk management principles and practices, and model lifecycle. Preferably experience in quantitative model development or validation., • Expert knowledge of regulatory requirements. Experience in managing regulatory relationships and communications., • Expert knowledge & experience with risk policy frameworks, compliance and control / testing frameworks., • Seasoned expert with extensive industry knowledge., • Technical leader viewed as a thought leader for innovation., • Verbal & written communication skills - Expert., • Analytical and problem-solving skills - Expert., • Influence skills - Expert., • Collaboration & team skills; with a focus on cross-group collaboration - Expert., • Able to manage ambiguity., • Data driven decision making - Expert. Salary: $137,000.00 - $238,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: Address: 320 S Canal Street Job Family Group: Customer Shared Services Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank’s loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio. • Works with stakeholders to ensure effectiveness of risk management controls, analysis and monitoring on a transactional and portfolio basis., • Provides credit coaching, training and support to direct team and other stakeholders as required., • Provides strategic input into business decisions as a trusted advisor., • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group., • Acts as a subject matter expert on relevant regulations and policies., • May network with industry contacts to gain competitive insights and best practices., • Influences and negotiates to achieve business objectives., • Identifies emerging issues and trends to inform decision-making., • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution., • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals., • Conducts independent analysis and assessment to resolve strategic issues., • Acts as the prime subject matter expert for internal/external stakeholders., • Ensures alignment between stakeholders., • Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting., • Defines business requirements for analytics & reporting to ensure data insights inform business decision making., • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives., • Leads the development of the communication strategy focusing on positively influencing or changing behaviour., • Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour., • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution., • Supports credit due diligence activities for bank acquisitions or integration., • Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank’s security position., • Documents decisions on credit transactions with rationale that can be understood and explained to customers., • Identifies and advises on terms, conditions and collateral requirements for the transaction decision as well as alternative solutions., • Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies., • Maintains and enhances knowledge around lending issues, including loan structure, collateral, foreclosure, bankruptcy and the various regulations that directly impact the Bank., • Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of structuring transactions., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Builds effective relationships with internal/external stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community., • Gathers and formats data into regular and ad-hoc reports, and dashboards., • Monitors and tracks performance and addresses any issues., • Provides input into the planning and implementation of operational programs., • Executes work to deliver timely, accurate, and efficient service., • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders., • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine., • Implements changes in response to shifting trends., • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience., • Credit Qualifications and associated credit knowledge and skills according to the established qualification standards., • In-depth / expert knowledge of banking products & services., • In-depth / expert knowledge of industry trends and regulations., • In-depth / expert knowledge of credit portfolio management policies & procedures, and financing guidelines., • Seasoned professional with a combination of education, experience and industry knowledge., • Verbal & written communication skills - In-depth / Expert., • Analytical and problem solving skills - In-depth / Expert., • Influence skills - In-depth / Expert., • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert., • Able to manage ambiguity., • Data driven decision making - In-depth / Expert. Salary: $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

What We Offer At SavATree, your success is our priority. Here’s how we invest in you: • Compensation: Minimum guarantee plus unlimited commission potential, with most Sales Arborists earning more than $130,000 annually. Total compensation typically ranges from $80,000 to $110,000+ based on territory performance., • Benefits: Health, dental, vision, life, and disability insurance, plus a 401(k) with company match., • Time Off: Time-off to support your work/life balance, • Training & Development: Comprehensive sales, leadership, and technical training. Financial support for becoming an ISA Certified Arborist., • Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities. As a Sales Arborist, you will be the trusted advisor to property owners, ensuring the health and safety of their trees, plants, and landscapes. In this role, you will: • Develop and grow your assigned territory by building long-term relationships with clients and prospects., • Diagnose and monitor landscapes, provide expert recommendations, and prepare estimates for services., • Coordinate with crews, oversee project execution, and ensure customer satisfaction., • Network, generate referrals, and create new business opportunities. You are: • Passionate about the outdoors and making a positive environmental impact., • Skilled at building relationships and solving customer challenges., • Motivated to learn, grow, and adapt in a fast-paced, high-growth company., • Known for integrity, attention to detail, and commitment to delivering on promises. Physical Demands This role involves being outdoors and frequently lifting or moving up to 50 pounds. About SavATree SavATree was founded 45 years ago with a mission to preserve trees threatened by the gypsy moth epidemic. Since then, we’ve grown into a nationwide leader in tree, shrub, and lawn care services. Unlike companies that focus on removal, our work is rooted in preservation and care. We are a values-driven organization built on teamwork, integrity, respect, and a relentless commitment to making a positive impact. When you join us, you’ll find a collaborative, competitive, and caring environment where your contributions matter. As we like to say: When you work here, you thrive here. Equal Opportunity SavATree is proud to be an equal opportunity employer and a drug-free workplace

What We Offer At SavATree, your success is our priority. Here’s how we invest in you: • Compensation: Minimum guarantee plus unlimited commission potential, with most Sales Arborists earning more than $130,000 annually. Total compensation typically ranges from $80,000 to $110,000+ based on territory performance., • Benefits: Health, dental, vision, life, and disability insurance, plus a 401(k) with company match., • Time Off: Time-off to support your work/life balance, • Training & Development: Comprehensive sales, leadership, and technical training. Financial support for becoming an ISA Certified Arborist., • Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities. As a Sales Arborist, you will be the trusted advisor to property owners, ensuring the health and safety of their trees, plants, and landscapes. In this role, you will: • Develop and grow your assigned territory by building long-term relationships with clients and prospects., • Diagnose and monitor landscapes, provide expert recommendations, and prepare estimates for services., • Coordinate with crews, oversee project execution, and ensure customer satisfaction., • Network, generate referrals, and create new business opportunities. You are: • Passionate about the outdoors and making a positive environmental impact., • Skilled at building relationships and solving customer challenges., • Motivated to learn, grow, and adapt in a fast-paced, high-growth company., • Known for integrity, attention to detail, and commitment to delivering on promises. Physical Demands This role involves being outdoors and frequently lifting or moving up to 50 pounds. About SavATree SavATree was founded 45 years ago with a mission to preserve trees threatened by the gypsy moth epidemic. Since then, we’ve grown into a nationwide leader in tree, shrub, and lawn care services. Unlike companies that focus on removal, our work is rooted in preservation and care. We are a values-driven organization built on teamwork, integrity, respect, and a relentless commitment to making a positive impact. When you join us, you’ll find a collaborative, competitive, and caring environment where your contributions matter. As we like to say: When you work here, you thrive here. Equal Opportunity SavATree is proud to be an equal opportunity employer and a drug-free workplace

POSITION SPECIFICATION DIRECTOR – ASSET MANAGEMENT Shine Associates, LLC has been retained to search, identify and recruit a Director – Asset Management on behalf of our client (‘Company’). This position will be based in Chicago, IL. CONFIDENTIALITY Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity. CLIENT DESCRIPTION Founded in Dallas, Texas in 1965, the Company consistently ranks amount the top managers and developers of office, industrial, retail, and mixed-use properties in major global markets. The firm is one of the most respected full-service firms in real estate – providing investment management and development and a full suite of integrated services to owners, investors, lenders, and major occupiers. The Company has approximately 3,000 employees across 35 global offices responsible for a $19B development pipeline, 550M SF of property management and leasing assignments, and $20B in assets under management. The Investment Management team is an SEC-registered investment advisor and is the Company’s fund management and advisory arm headquartered in Chicago, IL. Currently the Investment Management team has approximately $5.0B in real estate assets under management across three separate accounts and is actively raising money for additional fund strategies. ESSENTIAL DUTIES AND RESPONSIBILITIES Based in Chicago and reporting to the separate account portfolio managers, the Director will have responsibility over all strategic, transactional, and operations issues for a to-be-determined portfolio of primarily office and industrial assets located across the United States. • Create strategic plans for each asset depending on the property’s individual requirements including valuations, cash flow projections, review and approval of annual operating and capital budgets, • Set, evolve, and execute redevelopment, leasing, and sale plans and direct all aspects of relationships with regional partners and providers of third party services including property management, • Aggressively and proactively predict and respond to dynamic market conditions, • Oversee the budget process for all assets under their management, • Work closely with leasing staff, regional partners, and third-party contractors to structure, negotiate, review and execute leases within portfolio of assets, • Monitor the overall performance of assigned properties against plan and budget, • Plan for and anticipate the cash flow needs for the assets as well as the underlying investors, monitor cash in/out of property accounts, and oversee all draw disbursements, • Provide high quality lender and investor reporting, • Support the execution of acquisitions, financings, and refinancings as required, • Continuously keep senior management, clients, and investors aware and up to date on evolving strategies and results, • Provide strategic, investment, and analytical direction and oversight to regional partners, third party service providers, and internal company personnel in creating and executing asset and portfolio plans QUALIFICATIONS, SKILLS AND EXPERIENCE Qualified professionals will have a minimum of seven to ten years of demonstrable success in the management of a portfolio of complex, diverse commercial real estate, including office, industrial, multifamily, and medical office. Additional experience in asset/portfolio reporting is strongly desired. Qualified candidates must possess the following requirements and characteristics: • Proven track record of success and leadership, with past accomplishments clearly demonstrating a creative hands-on approach to, and understanding of, operations, leasing, development, capital markets, financing, marketing, investment, and ownership issues in managing challenging, “value-add” real estate properties, • Ability to positively impact such factors in continually meeting and exceeding ambitious investment/return performance objectives, • Proven experience successfully creating value at all phases of a property’s life cycle, from acquisition through disposition is essential, • Aptitude in reviewing and understanding sophisticated financial statements, leases and loan documents, • Ability to effectively manage less experienced analyst and associate staff to optimize work production while providing a mentoring relationship, • Managing and holding accountable regional partner relationships at both the development and operating levels is key, • Be conversant with industry trends and competitor firms, • A collaborative team player exceling in a professional environment characterized by empowered decision-making authority and a flat organizational structure, • Strong computer skills including Excel, Word, and ARGUS, • Good interpersonal instincts with the ability to constructively reconcile differences in a positive manner, • Excellent oral and written communication skills, • Unquestionable integrity and a strong work ethic, • A bachelor’s degree is required COMPENSATION The annual compensation for this role is expected to be approximately $240,000-$280,000. Actual base salary and bonus will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location. In addition to base salary, this role may be eligible for a discretionary annual bonus, LTIP and a variety of financial, wellbeing, and health / welfare benefits. CONTACT INFORMATION Shine Associates, LLC 45 School St., Suite 301 Boston, MA 02108 Hillary H. Shine, Principal Kelsey E. Shine, Director Cell (203) 613-3562 Cell (508) 494-6569 Chandlee N. Gustafson, Associate Cell (978) 201-3100

We are seeking an Assistant Advisor Manager to help lead, coach, and elevate our growing Engel & Völkers network in Illinois, Southwest Michigan and Northern Indiana. This role is ideal for a high-performing, actively licensed real estate broker with 3+ years of successful production who is ready to expand into leadership while staying connected to the business they love. At Engel & Völkers, we believe in quality, collaboration, and the power of one exceptional brand. Our Assistant Advisor Manager will play a central role in developing our talent, reinforcing our culture, and supporting Advisors as they build sustainable, high-volume businesses. Role Overview The Assistant Advisor Manager supports our licensed Advisors through coaching, accountability, training, and strategic guidance. You will begin by leading in the areas where you already have strength, experience, and confidence. As you progress in leadership—and as we gain a deeper understanding of your talents—you will take on broader responsibilities and ultimately oversee the full scope of the Advisor Manager role as outlined below. This position is designed as a pathway toward becoming the Broker of Record for the Shoreline region. (Ultimate) Key Responsibilities Advisor Coaching & Development • Provide 1:1 coaching and group training to support business growth, client service, and professional development., • Guide Advisors in using the full E&V toolkit: CRM, EV World, marketing platforms, systems, and resources., • Reinforce best practices around branding, service standards, marketing, negotiation, and lead management. Business Performance & Accountability • Support Advisors in building consistent, sustainable production., • Lead monthly shop meetings and regular accountability sessions., • Monitor activity and performance to ensure Advisors remain aligned with E&V expectations. Talent Support & Integration • Contribute to the recruiting strategy for growing the Shoreline and Northern Indiana Advisor team., • Evaluate potential talent and participate in recruitment., • Assist with onboarding and integration of new Advisors., • Promote a culture of collaboration, consistency, and professional excellence. Shop Leadership • Support the Shop’s operational rhythm and Advisor experience., • Serve as a trusted resource and brand ambassador., • Collaborate with leadership to strengthen systems, processes, and overall shop performance., • Support compliance by ensuring Advisors adhere to state licensing rules, brokerage procedures, and regulatory standards., • Play an active role in strengthening the Shop’s operational and financial performance as you grow toward broader leadership responsibilities. Ideal Candidate Profile • Licensed real estate broker with 3+ years of successful real estate sales experience., • A natural coach with excellent communication and mentoring skills., • Strong understanding of local market dynamics and real estate fundamentals., • Comfortable with technology (CRM, MLS, Google Workspace, marketing platforms)., • Motivated by helping others succeed and building a premium, collaborative culture., • Holds an active broker license; ideally holds an Michigan or Indiana license as well., • Interested in progressing toward becoming the Shop’s future Qualifying Broker / Broker in Charge., • A strong desire to grow as a leader through coaching, skill development, and hands-on experience. What We Offer • A global luxury brand recognized for quality, exclusivity, and elevated experiences., • A culture rooted in passion, competence, and exclusivity., • A tailored leadership development plan aligned with your strengths and long-term growth into brokerage leadership., • Industry-leading tools, technology, marketing, and training resources., • A collaborative environment with strong operational and marketing support., • Structured mentorship and hands-on guidance to develop the skills required for future Broker of Record responsibilities., • Excellent benefits including health care, dental, vision, 401(k), and disability insurance. Ready to Elevate Your Career? If you are a proven licensed real estate broker who wants to grow into leadership and make an impact within a premium global brand, we’d love to connect.

About Us Perform Properties is a best-in-class, diversified real estate operating platform with expertise in high-quality, grocery-anchored shopping centers and premier office assets. Perform is positioned to create more engaging experiences for customers, deliver long-term value for tenants, and drive stronger performance across its portfolio. Perform has expertise in transactions, development, leasing, and management, and benefits from a multi-sector focus, data-driven strategy, and national reach. The company focuses on properties with People-Appeal—dynamic spaces where people and businesses actively choose to work, shop, and gather, enhancing the communities around them. Formed through the combination of ShopCore, ROIC, and EQ Office, Perform Properties leverages the shared experience, scale, and operational strengths of three leading organizations. Role Summary Analyst / Senior Analyst on the Asset Management team will provide analytical support to regional and sub-regional teams charged with maximizing property values. These teams vary in location to cover the United States coast-to-coast, hitting major markets like New York, Miami, Los Angeles, San Francisco, Atlanta, Chicago, etc. all the while exploring new gateway markets. The role will initially be allocated to the retail sector, with exposure to the office sector and potential to work on both office and retail as the portfolio permits. Major responsibilities include constructing and validating all cash flow assumptions utilized in projections; creating financial plans with Market Leads that align with property visions and business objectives; material lease analysis; modeling, due diligence and closing of dispositions; and evaluating investment returns, asset sales timing, and values. Position requires ability to act as a project leader, research and challenge assumptions. The Analyst /Senior Analyst will be given direct financial responsibility for multiple assets, acting as a strategic investment advisor within their Portfolio team. The position includes travel and site visits to become an expert on asset position within the market, asset conditions and to build relationships with the Perform team and external brokers. Essential Job Functions • Financial Goals - Act as strategic and analytical thought partner and leader to the Market Leads on all financial matters related to the health and success of the company and assets in the market., • Financial Planning - Create and maintain financial plan(s) with Market Leads that are aligned with the property vision, organizational values, business objectives, and operating plans to grow asset value. This includes coordination with Regional Finance on the annual budgeting and forecasting., • Strategic Financial Analysis - Support efforts to coordinate strategic analysis as directed by senior leadership and/or Blackstone. This includes but is not limited to hold/sell analysis, yield on cost, repositioning analysis, major lease analysis, contribution/funding requests, and real estate tax (CA Prop 13)., • Investment Analyses - Assist the Revantage Valuations team in their preparation of quarterly valuation models to evaluate total investment return, leverage strategies, cash flow forecasting, asset sales timing and values, and distribution forecasting. Collaborate with the Market Leads on developing assumptions, communicating market developments, and assisting in broker engagements., • Due Diligence and Underwriting – Support office team in underwriting, due diligence, and closing phases for disposition and debt transactions. Coordinate the flow of information & materials with various parties (buyers, sellers, lenders, attorneys, brokers); review due diligence materials (leases, financials, contracts, Offering Memorandums, Broker Opinions of Value, etc.); and prepare closing statements and memos. Review Argus files and associated financial assumptions and cash flow., • Organization and Communication – Drive the organization and communication of key work products and information to effectively report to Market Lead and Blackstone asset or market conditions., • Support Portfolio Work – Provide support to Asset Management Department on the following items: leadership presentations (i.e. board materials), acquisition onboarding, portfolio valuation models and walks to stabilization, coordinate on cash model reviews and lender compliance, seek and learn new technology that makes work more effective and efficient, assume additional responsibilities and perform ad-hoc analyses as needed or as assigned. Analyst / Senior Analyst will work in close collaboration with senior team members on the Asset Management team on a daily basis, in addition to collaborating with other departments throughout Perform and Blackstone. Technical Competencies: • 1-3 years of Argus Enterprise experience, • Highly proficient in excel, • Strong understanding of financial analysis concepts such as rates of return, cash flows and net present value, • Excellent written and verbal communication skills, • Ability to work well under pressure - independently handling multiple competing deadlines Preferred Qualifications: • Bachelor’s degree in real estate, economics, finance or accounting with 1-3 years of real estate financial analysis experience, • Experience within a real estate or finance-related organization, private equity, investment advisor, or REIT, • Ability to read and interpret lease agreements, • Familiar with Microsoft Word, and PowerPoint, • Knowledge of real estate fundamentals (including property management, investment trends, and leasing issues) as well as strong analytical and research abilities., • Willing to travel up to 15% - note upfront travel will be more

Req ID: 297438 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Senior Director Transformation Services within Banking and Insurance Services - Remote role in US to join our team in Chicago, Illinois (US-IL), United States (US). Transformation Executive, Senior Director focused on Banking and Financial Services: Location: Remote in the US Quick Summary: Be a part of the Transformation team focusing on Financial Services and Insurance clients dealing directly with the Executive leaders to understand current state and open doors to new conversations about how NTT Data can transform their business with our customized technology solutions. The ideal person for this role will have in-depth understanding of the technologies today and those that are being developed while also having an in-depth understanding of the BFSI business today and where it is headed. Also important is strong technical expertise that could come from being an architect in the past but also have the ability to communicate complex technical information to influence business leaders. Ultimately, being able to use technology to fix business problems and help open doors for new opportunities. This is a newly created role that will be part of our Client Growth Office focusing on the Banking, Financial Services and Insurance industry. The Transformation Executive is a strategic door opener who can present NTT Data's holistic capabilities in a differentiated fashion. They are a storyteller who is expected to build credibility with client C-Suite and become a trusted advisor that helps shape the customer's technology strategy. The Transformation Executive has a proven background in transformational sales and an understanding of technological capabilities. This person could have been an Architect or even ex-CIOs, CTOs, and CDOs who have led a successful transformation of their organizations. This is not a typical sales role but more of a business partnership role opening the doors for NTT to bring in solutions. We want to help clients with solutions that will help them move forward in their industry proactively versus reactively. Someone that has experience has past experience working with solutioning like an Architect then moved into being part of the business development team responsible for solutioning ideas with key executives is an ideal candidate. Key qualifications: • Proven experience working with Mega Deals exceeding $30 million++. These could be multiple-year deals., • Proven "door opener" able to engage key executives (CEO's, CIO's) discussing current trends within the industry, technical expertise allowing this individual to understand capabilities across infrastructure, AI, and upcoming technologies. Ultimately, how One NTT can bring solutions to improve efficiency and decrease costs. Responsibilities • Earn the trust of customer C-Suite decision makers through a deep understanding of technology-driven business transformations., • Create and present Points of View on emerging technology trends (e.g. AI strategies, hybrid cloud solutions, digital experience transformation, etc.), • Craft outside-in value propositions that connect client business needs with technological trends., • Co-author account growth strategies along with matrixed sales teams. Manage both sides of the relationship as a trusted advisor., • Engage early with customer technology and business leaders to build relationships and gather a deep understanding of the customer's current needs and challenges., • Work collaboratively across multi-solution and cross-functional organization with Sales, Client Executives, Consulting Engagement Leads, Solution/Enterprise Architects, and Client Delivery, and Operations teams to ensure that solutions align with the customer's business goals and requirements., • Communicate effectively with customers, sales teams, delivery teams, and stakeholders to ensure alignment and clarity of the solution vision, scope, and value proposition., • Bachelor's degree in computer science, engineering, or related field, or equivalent work experience., • At least 12 years of experience in transformational complex deal pursuit, or consulting sales roles, preferably in the IT services industry., • Experience closing technology services Mega deals in excess of $30 million with Sales Pursuit and Solutioning teams., • Demonstrated ability to create and execute strategic sales strategy at the C-Suite in Fortune 300, • Proven record of accomplishment of managing and closing complex deal cycles that meet customer requirements and expectations., • World class communication, presentation, and interpersonal skills, with the ability to articulate complex concepts and solutions clearly and concisely., • Strong knowledge and experience in various technology domains, such as cloud, data, AI, security, network, infrastructure, applications, etc., • Ability to work effectively in a fast-paced, dynamic, and collaborative environment, with multiple stakeholders and teams., • Experience closing technology services deals collaborating with internal partners (Sales, Solutioning, Client Executives) in excess of $30 million., • Enterprise architecture background is a plus., • Capable of executive discussions with one or two lines of business areas (HR, MFG, SCM, FIN), • Experience with large-scale, Fortune 300, IT systems crossing on premises and public cloud. #LI-SGA INDSALES About NTT DATA NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us at us.nttdata.com NTT DATA is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team.

You didn't go to law school to spend three years reviewing 401(k) plan documents in a windowless office. You should be advising private equity funds on their biggest deals, shaping DOL guidance that moves markets, and telling Goldman Sachs whether their structured product passes ERISA muster—not just running prohibited transaction checklists. You're ready to be a trusted advisor on billion-dollar transactions, not just an ERISA compliance clerk. A top AmLaw firm is expanding its elite ERISA Fiduciary practice to meet surging demand from financial institutions, asset managers, and private funds navigating the most complex regulatory landscape in decades. This isn't about filling a spot on the bench. This is about adding a sharp, hungry lawyer to a practice that advises on the deals you read about in the WSJ. What You'll Actually Do: • Advise private equity and hedge funds on ERISA compliance for fund formation and complex transactions, • Work directly with clients on credit agreements, structured finance products, and alternative investments, • Draft comment letters on proposed DOL regulations that will shape the industry, • Provide real-time ERISA counsel on live deals—your analysis drives whether transactions move forward, • Build expertise across private funds, financial products, and plan sponsor matters (not just one narrow lane) What You Bring: • 1-4 years of experience (ERISA background helpful but not required—they'll train analytical thinkers), • Exceptional writing and analytical skills (you'll be drafting client memos and regulatory comments, not just reviewing forms), • Meticulous attention to detail without losing sight of business objectives, • JD from 2021-2024; strong academic credentials, • Bar admission in DC or Illinois (or ability to waive in) What You Get: • Top Compensation: Cravath scale pay + bonus, • Sophisticated Work: Advise on transactions that shape the financial services industry, • Direct Client Exposure: Work with household name institutions from day one, • Regulatory Impact: Help draft the rules that govern trillion-dollar markets, • Practice Diversity: Exposure to private funds, structured products, and plan sponsor work—not just one repetitive task The Catch: This practice sits at the intersection of finance and regulation. You need to understand both complex financial structures AND arcane ERISA rules. It's intellectually demanding, and they're selective about who they add. This is your chance to join an ERISA practice that actually advises on deals that matter. Apply Now: DM me directly or send your resume confidentially to . All inquiries handled with complete discretion. #Hiring #ERISA #FinancialServices #RegulatoryLaw #PrivateFunds #LawFirmCareers

This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transf

Our client, a Registered Investment Advisor (RIA) group is experiencing rapid growth, and looking for a Compliance Manager to join our team and support the group as they scale responsibly. The firm are an individual client focused, RIA group dedicated to delivering personalized investment solutions and exceptional service. As they expand, they remain committed to maintaining the highest standards of regulatory compliance and ethical practices. The Role As Compliance Manager, you will be the cornerstone of the compliance program, ensuring adherence to SEC regulations and industry best practices. You'll work closely with leadership to design, implement, and monitor policies that safeguard the firms clients. Key Responsibilities • Develop, maintain, and oversee the firm's compliance program in line with SEC requirements., • Conduct regular reviews, audits, and risk assessments., • Manage regulatory filings, including Form ADV and other required submissions., • Provide compliance training and guidance to staff., • Stay ahead of regulatory changes and proactively update policies and procedures. Requirements • 5+ years in compliance within an RIA or similar financial services environment., • Strong understanding of SEC regulations governing the Wealth Management space as well as fiduciary standards., • Detail-oriented, proactive, and able to thrive in a fast-paced, growing firm., • Entrepreneurial spirit with a commitment to integrity and client-first values.

Since its founding in 1861, ___ is a pioneering Reform synagogue serving a diverse and vibrant Chicago community. Located in the city’s center, Sinai offers a welcoming space to pray, learn, and volunteer, with programs spanning preschool, religious school, adult learning, and social action. This fully inclusive congregation embraces non-Jewish partners and their families in all aspects of communal life, from Shabbat services to B’nei Mitzvah and other lifecycle events. This is an exciting period of growth for Sinai, now at more than 600 member households. Momentum continues following the installation of their first female senior rabbi, Rabbi Amanda Greene, in 2024, and the arrival of their first cantor, Cantor Rosalie Will, in 2025. Their Annual Campaign and Foundation initiatives have also seen strong results through the work of their inaugural Development Committee. Chicago Sinai now seeks an experienced Director of Development to partner with the clergy, Board President, Executive Director, and lay leaders to strengthen stewardship and drive all fundraising efforts. This leader will cultivate deeper donor relationships, execute strategic campaigns that support expanding programs, and ensure the financial sustainability of Sinai’s mission. The ideal candidate is both a strategic advisor and a hands-on builder, energized by the opportunity to shape Sinai’s development program and make a lasting impact on the community. Key Responsibilities • Lead the planning and execution of fundraising campaigns, including annual, gala, and foundation appeals, major gift solicitations, and special initiatives, • Oversee and implement cultivation, solicitation, and stewardship strategies in collaboration with the Development Committee, Board, clergy, and Executive Director, • Manage logistics and communications for fundraising events, donor meetings, and community engagement opportunities, • Develop, update, and adapt collateral and materials for all development activities, • Maintain and optimize Sinai's donor database and information systems, • Provide regular development reports to the Executive Director, Senior Rabbi, Board President, and Board of Trustees, • Monitor and evaluate development goals and ensure measurable outcomes aligned Chicago Sinai’s mission, • Represent Chicago Sinai at community-wide and organizational events Qualifications & Skills • 5+ years of success in annual giving campaigns with strong donor management skills, • Creative, proactive thinker who works well on teams and takes independent initiative, • Excellent verbal and written communicator able to tailor messages to diverse audiences, • Proficient with social media and digital communications, • Warm, perceptive professional with strong emotional intelligence and active listening skills, • Proficient in MS Office (Outlook, Word, Excel, PowerPoint), Zoom, and Google Workspace, • Experienced with donor management systems, reporting, and relationship tracking, • Strong interpersonal skills with the ability to build trusted relationships with staff, congregants, and partners, • Deep understanding of Jewish values, traditions, Israel, and congregational life, • Event planning and volunteer management experience preferred

We have an exciting opportunity for a Director of Practice Group Management to support our Litigation and Energy practice groups at Eversheds Sutherland (US) LLP. We are searching for someone who wants to be a valued contributor and member of a talented and dynamic team of lawyers, paralegals and business professionals. The Director of Practice Management will be responsible for the effective oversight and management of the strategy, people, finance, and operations of their assigned practice groups (PGs). This person will do so by serving as a trusted advisor to their assigned practice group leaders (PGLs) and providing strategic analysis/consulting on a range of business topics. Success in this role will be measured by the director’s ability to ensure that their PGs operate efficiently with clear visibility of financial performance and that their PGLs are proactively provided with all necessary resources required for success. The director will deliver these results by leveraging all business services (BusSvc) resources, coordinating with the requisite department leaders within the firm. Responsibilities and Duties: Serve as Trusted Advisor: • Serve as trusted business advisor to PGL in support of PG strategy, people, finances, and operations., • Serve as PGL proxy for practice initiatives, monthly meetings, communications, expense/write down approvals., • Support the development/execution of the PG strategic plan, monitor/report progress monthly, and ensure that ongoing PG initiatives are in line with the strategic goals., • Facilitate requests/deliverables between the PGs and all BusSvc departments to ensure operational excellence., • Engage individual partners at PGL direction to deliver various data requests and to consult on firm priorities. Finance: • Provide clear visibility of financial PG performance by monitoring historical performance, analyzing trends, reporting results YTD, forecasting to EOY and making recommendations for improvement., • Drive profitability growth by providing partners with an understanding of the most important financial levers., • Resolve financial PG issues with support from the appropriate BusSvc leadership (Acctg, Fin, Bill, Coll, etc.), • Prepare financial content for monthly meetings using data from Finance and internal financial systems., • Identify those timekeepers and clients that are driving current trends and determine how to address/leverage., • Manage PG Mktg/BusDev expenses from budget creation to monthly expense approvals and reporting., • Provide ad hoc PG data analysis and recommendations as requested. Operations: • Act on behalf of the PGLs to ensure PG operations run smoothly keeping PGL involvement to a minimum., • Research, identify, develop, and manage opportunities to improve PG operations and source solutions to improve efficiency by collaborating with internal BusSvc departments or engaging external business partners., • Manage monthly meetings by scheduling time, creating agendas/PPTs, arranging guest speakers and ensuring status is reported (firm initiatives, financials, recruiting status, BusSvc updates, tech offerings, etc.), • Provide ad hoc data analysis that facilitates decision-making for PGLs., • Analyze productivity data and coordinate weekly workload reporting/assignments to ensure full PG utilization., • Actively investigate alternative legal practice technologies and processes that provide new PG efficiencies., • Ensure the PG is able to deliver industry leading project management solutions to its clients., • Encourage collaboration with other PGs and client initiatives/programs within the firm. People: • Provide support continuity and best practices training for new hires and new PGLs., • Facilitate status of new laterals between Recruiting and PGL keeping PGL involvement to a minimum., • Ensure focus is maintained on the PG promotion pipeline and current candidates., • Facilitate people issues with PGL and appropriate BusSvc leadership (ProfDev, HR, Mktg, etc.), • Investigate new talent models that are most appropriate for the PG that can improve overall leverage and profitability., • Provide orientation to all new laterals on issues related to PG (meetings, reports, resources, etc.), • Support and facilitate ongoing training and professional development of all PG lawyers., • Maintain MS Teams site so that the PG has access to all historical monthly meeting materials., • Encourage and support ongoing investments in PG culture, team building and esprit de corps. Specific Skills Required: • Thorough understanding of firm resources; techniques for compiling, analyzing, and presenting operational information, practice efficiency metrics, financial forecasts and profitability models while also understanding how to most effectively coordinate with all internal firm departments., • Strong administrative, management, and leadership capabilities, including the ability to work under limited general direction while providing operational, strategic, and tactical guidance to PGLs., • Ability to rapidly analyze issues, anticipate consequences, make decisions, and take action., • Provide visionary and strategic operational leadership coupled with technical and professional knowledge., • Extensive knowledge and expertise in all basic business functions of a law firm, including operations, process improvement, and analysis., • Ability to anticipate issues, identify alternatives, recommend and implement effective courses of action., • Ability to communicate complex information and ideas successfully and effectively to all levels of personnel, frequently without prior preparation., • Duties and responsibilities may be added, deleted, or changed at any time, formally or informally, orally or in writing, at the discretion of PGL/firm leadership. Knowledge, Skills and Abilities: • Bachelor’s degree in a business-related field from an accredited college or university is required., • At least 8-10 years of practice group management experience with a track record of increasing responsibilities is required - preferably with a large, multi-office law firm operating a practice group structure., • The ideal candidate will have advanced data analysis / financial forecasting skills, proven operational analysis acumen, solid project / program management experience, excellent communication skills, and a strong client-service focus., • Excellent interpersonal communication, written and verbal communication skills with critical thinking are required., • Demonstrated problem-solving skills in a timely manner. Ability to translate complex technical concepts for non-technical stakeholders is required., • Good customer service interaction is required., • Must be able to shift perspectives to see both the Technology Department’s and the end users’ goals and experiences., • Good judgment and ability to interact effectively with attorneys and firm personnel at all levels with a high degree of professionalism is required., • Must have the ability to prioritize and handle multiple priorities simultaneously., • Must have the ability to lead, by example, and work with staff and Firm management in a service-oriented, team environment., • Coachable, dependable, continuous learner that is excited about innovation in the legal industry. Proactive, self-directed, and comfortable juggling multiple client relationships., • Strong attention to detail and ability to handle and prioritize multiple tasks under deadlines. This is a hybrid role and will require on-site presence 3 days per week. The salary ranges for this position vary depending on the geographic location and other factors such as experience, internal equity, market data, and job-related considerations. The range for this position is from $175,000 - $250,000, with offers contingent upon the various factors. The firm’s compensation strategy includes not just a base salary but also comprehensive benefits such as healthcare, paid time off, discretionary merit bonuses, life and disability insurance, retirement plans and tailored learning opportunities. Eversheds Sutherland (US) LLP is committed to promoting diversity and inclusion within our Firm and in the larger legal profession. We believe that diverse skills, knowledge and viewpoints make us a stronger firm. Eversheds Sutherland (US) LLP maintains a policy of affording all employees and applicants equal employment opportunities without regard to actual or perceived race, color, religion, sex (including pregnancy, childbirth, lactation and related medical conditions), sexual orientation, gender (including gender identity or expression or transgender status), national origin, age, disability, genetic information, marital or familial status, domestic violence victim status, ancestry, amnesty, citizenship status, ethnicity, military and veteran status, or any other characteristic protected by applicable law. Unlawful discrimination, harassment and retaliation will not be tolerated in any of the Firm’s offices or any other work-related setting. Qualified individuals with a disability may request a reasonable accommodation in order to apply for a position or to enable them to perform the essential functions of a position for which they are otherwise qualified. EEO.

Our client, a Registered Investment Advisor (RIA) group is experiencing rapid growth, and looking for a Compliance Associate to join the specialist compliance group as they scale responsibly. The firm are an individual client focused, RIA group dedicated to delivering personalized investment solutions and exceptional service. As they expand, they remain committed to maintaining the highest standards of regulatory compliance and ethical practices. The Role As Compliance Associate, you will be a key member of the compliance program, ensuring adherence to SEC regulations and industry best practices. You'll work closely with leadership to design, implement, and monitor policies that safeguard the firms clients. Key Responsibilities • Develop, maintain, and oversee the firm's compliance program in line with SEC requirements., • Conduct regular reviews, audits, and risk assessments., • Manage regulatory filings, including Form ADV and other required submissions., • Provide compliance training and guidance to staff., • Stay ahead of regulatory changes and proactively update policies and procedures. Requirements • 2+ years in compliance within an RIA or similar financial services environment., • Strong understanding of SEC regulations governing the Wealth Management space as well as fiduciary standards., • Detail-oriented, proactive, and able to thrive in a fast-paced, growing firm., • Entrepreneurial spirit with a commitment to integrity and client-first values.

Job Title: Executive Assistant Location: Chicago, Hybrid About the Role: Marathon Capital is seeking a highly professional and detail-oriented Executive Assistant to support several Managing Directors and senior leadership in our Chicago office. This role is critical to the smooth functioning of our investment banking operations and requires a candidate with exceptional organizational acumen, sound judgment, and the ability to thrive in a fast-paced, high-performance environment. As a trusted partner you will manage complex calendars, coordinate high-stakes meetings and travel, and serve as a key liaison between executives, clients, and internal teams. You will be responsible for preparing confidential communications, presentations, and reports that support strategic initiatives and client engagements. Your ability to anticipate needs, maintain discretion, and ensure seamless execution of administrative functions will directly contribute to the firm’s operational excellence. Key Responsibilities: • Provides high-level administrative and operational support to senior executives, including highly dynamic calendar and expense management, complex travel coordination, and meeting preparation with a focus on maximizing executive productivity, • Serves as project manager for the executive, taking ownership of tasks, ensuring alignment with initiative priorities, and driving projects to completion, • Proactively relieves the executive of as much administrative detail as possible including notetaking, tracking to-do lists, and email management, • Handles sensitive information with the utmost confidentiality and professionalism, serving as a trusted liaison between the executive and internal/external stakeholders, • Anticipates the executive’s needs and proactively addresses potential issues, ensuring seamless and efficient operations, prioritize commitments, manage conflicts, streamline workflows, triage requests, and ensure follow-through, • Upholds the firm’s high standards of excellence in both client-facing and behind-the-scenes responsibilities including meeting preparation and on-site support, • Performs other related work as needed, including back-up support to other executives and office assistants Skills and Qualifications: • Excellent PC skills, experience using internet software, Microsoft Office, and CRM applications, • Outstanding organizational and time management skills, • Exceptional communication and presentation skills, both written and verbal, • Demonstrated ability to exercise discretion and always maintain confidentiality, • Extensive experience managing complex calendars and scheduling logistics, • Ability to work independently and handle multiple tasks in a fast-paced environment, • Available to work in-office four days per week About Marathon Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy. Throughout its 25-year history, the firm has played a pivotal role in many of the groundbreaking and transformative transactions for new and emerging sectors, consistently delivering exceptional results for its clients. The firm is a leading global financial adviser across M&A, equity capital markets, debt capital markets, tax credits, offtake, and energy transition. Marathon Capital is a multi-year winner of “M&A Advisor of the Year” by Power, Finance & Risk Magazine, and was recently awarded “Financial Adviser of the Year – North America (2023)” by IJ Global. Marathon Capital is headquartered in Chicago, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary and with local presence in Madrid and Seoul. ___ Equal Employment Opportunity Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns.

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at Credit Union 1 in Lombard, IL would allow you to join the Investment Program at Credit Union 1 as a Financial Advisor associated with LPL Financial. LPL Financial partners with credit unions to off

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Credit Union 1 in Lombard, IL would allow you to join the Investment Program at Credit Union 1 as a Financial Advisor associated with LPL Financial. The op

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

Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Grea

Investment Executive (Financial Advisor) Downtown Chicago. Highly developed knowledge of the securities business, investment products and financial solutions. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, fina

Investment Executive (Financial Advisor) Downtown Chicago. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. May handle large book of clients with more complex financial

At Johnson Controls, we’re not just selling security, we’re leading a movement. As a global leader in integrated digital security and life safety solutions, we help commercial buildings across industries become smarter, safer, and more sustainable. We’re looking for a high-energy, goal-driven Sales Executive to join our winning team. If you’re passionate about sales with a purpose, thrive on building relationships, and want to make a real impact, this is your opportunity to grow with a company that invests in your success. Join us and be the glue that connects technology, purpose, and possibility. “I helped stop a robbery in progress.” “You’re going to create a safer learning environment for children.” “I got a job at Johnson Controls—and the future looks bright for me!” What Makes Johnson Controls the Best • Cutting-Edge Technology: From advanced analytics to integrated digital solutions, we lead the way., • Health & Wellness: Comprehensive benefits that support your physical, mental, and financial well-being., • Career Development: Global growth opportunities, mentorship, and continuous learning., • Competitive Compensation: Base + commission with uncapped potential., • Global Impact: Operate across 150+ countries, solving real-world challenges at scale. As a Commercial Account Executive, you’ll be the face of Johnson Controls Security in your territory—connecting with businesses, uncovering needs, and delivering cutting-edge security solutions that keep people and property safe. You’ll own the sales cycle from prospecting to closing, and beyond, ensuring every customer feels confident, protected, and valued. How will you do it • Grow your territory by identifying and winning new commercial accounts., • Expand existing relationships by offering upgrades, add-ons, and renewals., • Be a trusted advisor—educate clients on our full suite of security technologies and services., • Deliver excellence through post-installation follow-ups and ongoing customer care., • Drive results with smart time and territory management, creative lead generation, and strategic outreach. What We’re Looking For Required: • High school diploma or equivalent, • Strong communication and presentation skills, you’re confident speaking with executives and decision-makers, • Full-time availability and willingness to travel locally, • Valid driver’s license Preferred: • BA/BS in Business or related field. Ready to build a smarter future? Apply today and discover what’s possible at Johnson Controls is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. HIRING SALARY RANGE: $49,000-69,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, location and alignment with market data.) This role also offers a competitive Sales Incentive Plan that will take into account project, quarterly, and annual margin. This position includes a competitive benefits package. For details, please visit the About Us tab on the Johnson Controls Careers site at #LI - AD2 #LI - DS1 #SalesHiring

Job Description Gould & Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters. Please note that this role allows a flexible work schedule with a hybrid remote/in-office presence. Requirements • Portable book of business required., • Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures., • Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques., • Experience forming family entities to help with the management and control of family investments., • Experience assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration., • Strong interpersonal and communication skills. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm’s current clients, as well as the drive and ability to develop additional client relationships and business., • Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm., • A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred., • Opportunity to step into meaningful client relationships and be a key component of the Firm’s succession plan., • This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group., • Emphasis on professional and business development., • Low turnover, collegial and collaborative environment., • Healthcare (medical, vision, dental), life and long-term disability insurance., • Paid primary and secondary caregiver leave., • Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine)., • Hybrid in-office/remote role.

Job DescriptionA Law Firm with an extensive experience stablished in Chicaho, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters.Please note that this role allows a flexible work schedule with a hybrid remote/in-office presence.Job Requirements: • Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques., • Strong interpersonal and communication skills. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm’s current clients, as well as the drive and ability to develop additional client relationships and business., • Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm., • A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred., • Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam (open to relocation candidates that meet these requirements).

Job Description At CADDi, we are looking for a highly motivated Senior Business Development Representative to join our growing team and play a crucial role in our future growth. We're a fast-growing manufacturing SaaS US Office that connects businesses in the manufacturing industry with the resources they need to succeed. We are seeking a seasoned professional capable of engaging with C-suite executives and VPs. What your days will look like: • Strategic Account Targeting: Identify, research, and prioritize key CXO and VP targets within leading manufacturing organizations. Focus on understanding their strategic initiatives, challenges, and potential alignment with CADDi's solutions., • Executive Engagement: Develop and execute personalized outreach strategies (email, LinkedIn, direct mail, targeted events) specifically designed to resonate with CXOs and VPs. This includes crafting compelling value propositions that address their unique business needs., • Relationship Building: Cultivate and nurture relationships with CXO and VP decision-makers, positioning CADDi as a trusted advisor and thought leader in the manufacturing space., • Onsite Meeting Generation: Secure invitations for onsite meetings and events with qualified CXO and VP leads, showcasing CADDi's solutions and building deeper relationships. This role prioritizes in-person engagement over introductory calls., • Collaboration with Sales: Work closely with the sales team to prepare for and execute high-level meetings, ensuring a seamless handoff of qualified executive leads., • Market Intelligence: Stay abreast of industry trends, competitor activities, and the specific challenges faced by CXOs and VPs in the manufacturing sector. Share these insights with the marketing and sales teams. What will a successful Sr. BDR bring to the table: • 5+ years of experience in a BDR, LDR, SDR, ADR, or MDR role within SaaS and/or manufacturing, with a demonstrable track record of successfully engaging and building relationships with CXO and VP level executives., • Proven ability to understand and articulate the value proposition of SaaS products to C-suite and VP audiences., • Exceptional communication, interpersonal, and presentation skills, with the ability to confidently interact with and influence senior executives., • Strong business acumen and understanding of the challenges and priorities of manufacturing leaders., • Self-motivated and results-oriented with a strong work ethic and a focus on achieving ambitious goals., • Ability to work independently and as part of a team., • Expert in Salesforce’s CRM software., • Existing network of relationships within the manufacturing technology industry at the CXO/VP level., • Competitive base salary, equity options, and quarterly Variable Bonus earning plus uncapped commission potential., • Comprehensive benefits package including health insurance, 401k matching, and generous PTO., • Opportunity for rapid career growth within a fast-growing startup., • Be part of a dynamic, supportive team culture that values innovation and collaboration., • Make a tangible impact on the manufacturing industry by helping businesses streamline their operations and achieve their goals. If you're a passionate and driven sales professional with a proven ability to connect with and influence CXO and VP-level executives, and you're eager to contribute to a company that's changing the game in manufacturing, we encourage you to apply! Benefits At CADDi, we're committed to creating a work environment that fosters your well-being and professional development. Here are some of the benefits you'll enjoy as part of our team: • Comprehensive Health Benefits: We provide 100% company-covered employee comprehensive health insurance, including medical (UnitedHealth), dental (Principal), and vision (VSP) to keep you and your family healthy., • Ownership & Rewards: Be a part of our success story with a competitive stock options plan., • Financial Security: Start saving for your future with our 401k plan, featuring a generous 4% company match starting on day one., • Generous Time Off: Maintain a healthy work-life balance with 15 days of paid time off, five dedicated sick days, and ten company holidays to celebrate throughout the year., • Thriving Culture: We foster a vibrant work environment with delicious company lunches, engaging events, and healthy drinks and snacks to keep you fueled. Celebrate your achievements with us at quarterly events and holiday gatherings., • Learning & Development: We invest in your growth by providing opportunities to join professional organizations, attend industry conferences, and participate in various learning initiatives., • Financial Incentives: Benefit from commuter and parking benefits to simplify your daily commute. We also offer referral bonuses to help you spread the word about exciting opportunities at CADDi. On Target Earnings is $100,000 - $150,000+ per year, based on experience, with opportunities for growth and enhanced income potential. We are a diverse and inclusive workplace that values your unique talents and perspectives. We are committed to building a team that reflects the communities we serve. Ready to join a passionate team and make a real difference in the future of Manufacturing in the US? Apply today, and let’s talk.

Job Description A long-established, private family office in downtown Chicago is seeking an experienced Wealth Advisor to join its collaborative and professional team. The firm provides comprehensive wealth management, trust administration, and financial planning services to multiple generations of an ultra-high-net-worth family. This role offers exposure to complex investment structures, estate planning strategies, and family governance, all within a collegial, intellectually engaging environment. The position is based in Chicago with a flexible hybrid schedule (three days in-office, two days remote) Key Responsibilities: • Serve as a trusted advisor and point of contact for family clients and related business entities., • Support all aspects of wealth planning, including cash flow management, tax coordination, estate planning, and charitable giving., • Partner with accountants, attorneys, investment managers, and other advisors to execute comprehensive financial strategies., • Analyze complex trusts, financial plans, and investment structures; prepare summaries and model planning scenarios., • Manage account documentation, transactions, and financial records with accuracy and discretion., • Bachelor's degree required; advanced education or professional credentials (CFP, CPA, JD, MBA) a plus., • Minimum of 3 years of experience in financial planning, private wealth management, or family office services., • Strong analytical, communication, and organizational skills., • Comfortable working across multiple disciplines in a dynamic, confidential environment. This role offers the chance to work with a highly respected family office that values collaboration, discretion, and long-term relationships. The position provides competitive compensation and an excellent benefits package.

Job DescriptionAbout Us P&CP partners with leading State Farm Agents throughout Cook County who are actively seeking driven, high-performing sales professionals to join their growing teams. Our affiliated agencies pride themselves on their strong values, outstanding service, and commitment to exceeding customer expectations. We’re looking for individuals who share those same principles — people who are motivated by success, thrive in a competitive environment, and are passionate about helping customers protect what matters most. If you have a sales-first mindset and the determination to push an agency to the next level, we want to hear from you! Job Description As a Sales Representative, you’ll be the driving force behind new business growth and a trusted advisor to existing customers. You’ll connect with prospects, uncover their needs, and deliver insurance solutions that protect their families and futures — all while reaching (and exceeding) your sales goals. Key Responsibilities: * Lead Generation: Actively pursue new business opportunities through referrals, community events, warm leads, and outbound sales activities. * Consultative Selling: Educate customers on insurance options that best fit their needs, building long-term relationships rooted in trust. * Cross-Selling & Upselling: Identify opportunities to enhance coverage and maximize value for every client. * Policy Management: Process policy updates, handle payments, and resolve any policy-related inquiries with precision and care. * Customer Advocacy: Play a vital role in helping clients protect their assets, their families, and their financial future. RequirementsQualifications * Active Property & Casualty License (Required) * 3–5 years of proven sales experience, ideally in insurance, financial services, or a customer-facing role * Goal-oriented and competitive — thrives on hitting and exceeding sales targets * Strong communication and relationship-building skills * A self-starter who’s organized, proactive, and motivated by results Benefits • Uncapped earning potential — base pay plus commission and performance bonuses Base salary determined by experience and performance history * Paid time off (PTO) * Monday–Friday schedule * Career growth and advancement opportunities within the agency Job Type: Full-Time Hours: Monday–Friday, 9 AM–5 PM Ready to take your sales career to the next level? Apply today and connect with a State Farm Agent who’s ready to help you grow and succeed! State Farm Agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Job DescriptionAbout Advyzon Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology. Business Development Representative We’re seeking salespeople to join our growing team! The ideal candidate will be a self-starter with a ‘can do’ attitude. They must be organized, have a client-first mentality, professional, personable, proactive and independent, yet also a team player. General knowledge of the financial services industry is required. Specific knowledge of registered investment advisors and their technology tools is a big plus. Primary Responsibilities: • Generate appointments by means of proactive outbound prospecting, • Consult with financial advisory firms with the purpose of learning about their current technology, • Determine if Advyzon is a potential solution for their firm with questions about operations, process, current solutions, etc. while understanding and uncovering pain points, • Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation, helping prospects with Advyzon trial subscriptions, and various sales related administrative tasks, • Advyzon was recently named to the "Best Places to Work in Fintech" list for the third timeSkills/Qualifications:, • 1+ years relevant work experience, • Bachelor’s degree strongly preferred, • Candidates should have general knowledge and/or experience in financial services, • Excellent verbal and written communication abilities, • Ability to deliver professional presentations, • Strong organizational skills, • Team player, • Ability to work independentlyBenefits Summary:, • Healthcare coverage starting at $0 out of pocket for individuals, • HSA with annual company contribution ($200/individual, $350/family), • Vision and Dental offered, • Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident), • $50K life and AD&D coverage at no charge, • 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match) Powered by JazzHR q4BnUUCyZk

Job DescriptionCompany Description La Rabida Children’s Hospital provides specialized, family-centered health care to children with medically complex conditions, disabilities, and chronic illness. Through expertise, compassion, and advocacy we help children and their families reach their fullest potential, regardless of their ability to pay. Our not-for-profit hospital, licensed for 49 beds, helps transition children from neonatal or pediatric intensive care to home, by providing medical, rehabilitative and developmental care, and by training families to continue treatments and manage the necessary equipment in the home. La Rabida also provides extensive rehabilitation for those recovering from wounds or burns and treatment for exacerbations of chronic conditions. The hospital’s enhanced pediatric patient-centered medical home provides primary care to children with complex medical conditions and their siblings. Children with medical homes elsewhere come to La Rabida for specialty services. La Rabida offers a wide range of specialty services provided to children with sickle cell disease, diabetes, and many others. Children are supported in their emotional and developmental growth, particularly in cases where such growth has been interrupted by accident or disease. Finally, La Rabida provides forensic and treatment services for children exposed to abuse and neglect, comprehensive assessments for youth in care, early intervention for children between 0 and 3 years of age. Care coordination services for medically complex children are also provided for those who are covered by a health plan and receive care from providers in Cook County Job Description The financial analyst will assist in the preparation of the operational and capital budgets, review and analyze departmental variance analyses, provide various financial reports and analyses for senior management and Financial Committees of the Board, develop key performance indicators and operational benchmarking, analyze economics of various programs and functions, maintain liaison with departmental leadership and administrative staff in the preparation and analyses of financial reports to resolve problems concerning budget variances, provide information to various external organizations and professional organizations concerning fiscal operations, assist Financial Management in various special projects and requests, perform other duties as directed. • Assists in the preparation of the annual budget., • Prepare monthly, quarterly, and annual financial statements., • Develop dashboards and KPIs for leadership review., • Reviews and analyzes monthly variances to budget, • Review and prepare inter-department cost allocation schedules., • Function as the System Administrator for the budget tool (Axiom / Strata), including access rights., • Related to actual financial statements - perform monthly data downloads, review of key performance indicators, and monthly report distribution., • Maintain liaison with department leaders regarding spending variances and developing the annual budget. Provide monthly recommendations for corrective actions along with department leadership., • Provide information to external organizations., • Prepare reports for Senior Management and Financial Committees of the Board., • Ad hoc ROI and cost benefit analysis across programs and functions., • Support financial system upgrades and data integrity initiatives., • Identify opportunities for automation and process improvements., • Support monthly Revenue Cycle reimbursement analysis., • Assist with other duties as directed.Qualifications, • Bachelor’s degree in Accounting or Finance required. CPA or MBA preferred., • 3-5 years of healthcare, 6+ years total of finance-related experience required., • CPA preferred, • Microsoft Office, proficiency in Excel, forecasting, and modeling required. Proficiency in Meditech, Athena, or Budget Advisor required Additional Information La Rabida Children’s Hospital is very proud to be an Equal Employment Opportunity Employer La Rabida is a place unlike any other. We understand the needs of families with children dealing with the most serious or complicated of conditions. With teams of the best healthcare providers in Chicago, we give continuous, comprehensive care, education, and support, helping families face their unique obstacles head-on. La Rabida Children’s Hospital is very proud to be an Equal Employment Opportunity Employer.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Producer – Employee Benefits Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance, • . . . Demonstrate the highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-GK1 Powered by JazzHR IrbPswN2zt

Job DescriptionHybrid Chicago, IL - Tax Manager - Great Growth Opportunities and Work/life Balance This Jobot Job is hosted by: Doug Goldman Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $110,000 - $160,000 per year A bit about us: We are a highly competitive flexible top CPA firm in Chicago. We consistently have the most talented employees and stive for success together. We are a company that promotes promotion within and have great benefits and competitive salaries. Why join us? • Great Leadership Opportunity With Work Life Balance, • Highly competitive base pay, • Great benefits, • Top Chicago Firm, • Tight knit culture, • Family environment Job Details We are actively seeking an accomplished Tax Manager to join our team, representing a pivotal leadership role within our organization. As a Tax Manager, you will play a key role in guiding and managing teams to achieve success, working collaboratively with clients, and offering expert insights into tax planning, compliance, and consulting. This opportunity is ideal for someone with over 6 years of experience in public accounting, including 1-2 years of managerial experience, and an active Certified Public Accountant (CPA) license. Key Responsibilities: Lead and manage a team of professionals, ensuring they meet client expectations and achieve their performance objectives. Oversee and execute complex tax planning, compliance, and consulting projects, providing expert guidance to clients. Review tax returns, financial statements, and other client deliverables to ensure accuracy and compliance with regulatory requirements. Develop and maintain strong client relationships, serving as a trusted tax advisor and addressing their financial and business needs. Stay up-to-date with tax regulations and emerging industry trends, sharing knowledge and insights with the team and clients. Collaborate with partners and managers to develop business and service strategies, contributing to the growth and success of the organization. Qualifications: A Bachelor's or Master's degree in Accounting, Finance, or a related field. Active Certified Public Accountant (CPA) license in good standing. A minimum of 6 years of experience in public accounting, including 1-2 years of managerial experience. Strong technical knowledge in tax planning, compliance, and consulting. Excellent leadership, communication, and team management skills. Proficiency in relevant tax software and Microsoft Office applications. Exceptional analytical, problem-solving, and project management capabilities. A strong commitment to professional growth and development. Join our team and lead with expertise, making a significant impact on our clients and the growth of our organization. This role offers the opportunity to thrive in a dynamic and rewarding environment, leveraging your experience and managerial skills for continued success Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, 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-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionEdelman Smithfield is a global financial communications firm with the power and scope of Edelman, the world’s largest integrated communications company. We specialize in financial markets and strategic situations, serving clients in the United States, Canada, EMEA, APAC, and beyond. Edelman Smithfield offers a deep and talented bench of approximately 250 financial market specialists across more than 25 cities and 15 countries. Edelman Smithfield advises senior leaders and management teams navigating complex matters that impact reputation and valuation and has deep expertise in serving and communicating to the financial markets. We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions. Eligible for 2026 Graduates with a start date in July 2026 Launch Your Career in Financial Communications \u007C Learn from the Boutique with the Full Reach and Resources of Edelman Edelman Smithfield’s Analyst Program offers college graduates the opportunity to launch their careers in financial communications at the largest communications agency in the world. Our full-time, 15-month-long program is designed to develop the next generation of financial communications leaders. Analysts will work alongside global companies and financial services brands - including some of the world’s preeminent financial services firms and Fortune 500 companies - and develop media relations, research and writing skills while learning the intricacies of financial services, deal work, special situations, investor relations, digital financial communications, sustainability and governance advisory. Following the successful completion of the program, Analysts will have the opportunity to be promoted into the Account Executive role to continue their career at Edelman Smithfield. The Analyst Program has opportunities in our New York, Washington DC, Chicago, and San Francisco offices. We offer a flexible, hybrid work schedule with at least three days per week in the office. Hands-On Experience and Opportunity - Analysts will gain exposure to all aspects of the financial communications verticals within Edelman Smithfield, participating in both tactical and strategic elements of account management and client counsel, including: • Drafting and editing materials including press releases, investor presentations, Q&As and other materials, • Conduct in-depth research/peer benchmarking of financial metrics, company disclosure, sell-side analyst commentary and estimates, • Working with various media outlets to manage reporter contacts, inquiries, and interviews, • Monitoring client-related news and filings daily, and alerting teams to breaking news events, • Demonstrating a comprehensive understanding of clients’ businesses and key stakeholders, and impart critical knowledge to account team members, • Demonstrating exceptional writing and hone narrative development, messaging and creative skills, • Be a collaborative team member and serve as daily client support, partnering with the client lead when appropriate, • Participate in new business processes including research, proposal and pitch preparationAdditional skills and experiences include:, • Create financial communications plans and goals for strategic situations as well as investor relations, including development of both tactical and strategic elements, • Aid in providing counsel to clients on messaging and positioning across all external investor and financial communications, including quarterly earnings news releases and conference call scripts, material corporate news, investor presentations, and general communications with the investment community, • Support traditional “retainer” based clients as well as transaction-oriented project work (including M&A, IPOs, shareholder activism, and investor days), • Interact with client shareholders and sell-side analysts, discussing client business attributes, collecting feedback, supporting bank-sponsored non-deal road shows, and reacting to investment community informational needsA Selective Program for the Leaders of Tomorrow - This position is ideal for an individual looking to take part in a fast-paced, intellectually challenging environment and to acquire the experience necessary to become a successful financial communications practitioner and advisor to companies of all sizes and industry sectors. The following skills and experience will be prioritized when seeking candidates:, • Excellent organization, keen attention to detail and the ability to adapt to new conditions, assignments and deadlines, • Excellent written and verbal communications skills and ability to delegate tactical assignments and accurately judge and edit work of others, • Strong analytical skillset, including comfort synthesizing company disclosures and financial data, • Ability to take ownership of assigned projects and accountability of deliverables and tasks from start to finish, • A solid knowledge of MS Office Suite, • A strong work ethic and consistent dedication to providing quality work, • Demonstrate personal initiative and leadership skills through internships, student organizations, prior work experiences and/or volunteerism or other similar activities, • Candidates should be interested in experience in financial communications and/or related experience in research, investment management, consulting, marketing and finance, • Previous internship experience with financial communications, investor relations, investment banking, management consulting or other communications agencies a bonusBasic Qualifications

Job Description At Coinme, we're redefining access to financial services in a digital world. By combining the cutting-edge power of blockchain technology with everyday simplicity, we make digital currencies accessible and usable for all. As the world's largest network of cryptocurrency kiosks with over 40,000 locations nationwide, we're breaking down barriers to crypto adoption through our seamless mobile app, secure digital wallet, and DeFi integrations. Beyond our consumer offerings, we're also the infrastructure powering the crypto revolution for businesses. Through our enterprise Crypto-as-a-Service (CaaS) platform, we enable businesses to launch crypto capabilities in weeks, not months. Our modular, API-first infrastructure provides everything from KYC and payment processing to liquidity and custody solutions—all fully licensed and compliant. We're big enough to lead the charge in decentralized finance but small enough that your ideas will make waves. Every role at Coinme contributes to building a financial future where everyone has the tools to thrive. At Coinme, your growth fuels our mission. Together, we RISE. Position Summary: We are seeking an accomplished Chief Compliance Officer (CCO) to lead Coinme's global compliance operations as a core member of the executive leadership team. The CCO will serve as the company's senior-most compliance authority, advising the CEO, Board of Directors, and executive leadership on regulatory strategy, enterprise risk, and international expansion. This role requires a seasoned executive with deep expertise in U.S. and cross-border financial regulation, AML/BSA strategy, and the development of scalable compliance environments. The CCO will own enterprise-wide compliance decision-making, set strategic direction, and ensure the company maintains the highest standards of regulatory integrity as it continues to grow. Serving as the organization's Chief Compliance Officer, you will have deep expertise in international remittances, cross-border regulatory frameworks, and multi-jurisdictional compliance, with a proven track record of expanding financial services operations internationally. You will be part of the executive leadership team, a key advisor to the CEO and Board, and responsible for setting the company-wide compliance strategy. The CCO will be responsible for oversight over Coinme's Anti-Money Laundering Program, OFAC, and Identity Verification Programs while supporting our international expansion. Working closely with our General Counsel on licensing and regulatory matters, the CCO will be responsible for building scalable compliance frameworks that support global growth while empowering a culture of compliance throughout the organization. We're looking for a tech-savvy, ethically minded leader who thrives in fast-paced, evolving regulatory environments. What You'll Be Working On (Your Impact): Strategic Leadership & Program Development • Own the enterprise compliance and risk management strategy, including risk appetite, compliance OKRs, and oversight of risk assessments across all business lines. Advise the CEO, Board, and Executive Team on the regulatory risks associated with strategic decisions and new product initiatives., • In conjunction with Legal, remain up to date with current industry trends, innovations, and regulations, and adapt compliance strategies. This includes monitoring changes to legal requirements and ensuring the business makes all necessary changes to comply with state and federal law., • Develop and implement compliance policies and procedures to ensure adherence to relevant laws and regulations., • Serve as the BSA/AML Compliance Officer; lead the global AML/BSA Program, including policies, procedures, training, transaction monitoring, investigation management, SAR/CTR filing, and blockchain monitoring., • Conduct annual strategic planning, including budgeting, resourcing, vendor management, and program improvements., • Oversee KYC processes, ensuring customer identification and verification procedures meet regulatory requirements, • Manage ongoing transaction monitoring to detect and report suspicious activities across multiple jurisdictions, • Supervise the SAR process, including investigation, documentation, and timely reporting to appropriate authorities, • Oversee transaction monitoring software, blockchain analytics, OFAC alert systems, and other compliance-related tools, • Lead investigation and escalation of high-risk transactions, implementing appropriate risk mitigation strategies, • Build and maintain executive-level relationships with federal, state, and international regulators, representing the company's compliance culture and strategic direction at the highest levels., • Serve as the primary point of contact with regulatory bodies, including FinCEN and state regulators, • Manage state and federal regulatory exams; prepare and submit required regulatory filings, • Update the Board and CEO regularly on program performance, key risks, trends, and areas for improvement, • Maintain relationships with U.S. and international regulators, law enforcement, and industry partners, • Lead compliance audits and manage relationships with external auditors, ensuring timely responses; remediation of findings and implementation of changes in any policy and procedures., • Conduct due diligence on third-party vendors to ensure compliance standards are met, • Oversee ongoing monitoring of vendor relationships to mitigate compliance risks, • Lead and scale a high-performing global compliance organization, including hiring senior leadership, establishing performance frameworks, resourcing for international expansion, and developing succession planning., • Create a culture of compliance throughout the organization, including within Product, Engineering, Operations, and Leadership., • Develop, approve, and deliver organization-wide compliance-based training to ensure all staff understand compliance obligations and applicable and relevant legal requirements, • Collaborate with market expansion and product teams to define compliance requirements for growth and innovation What We're Looking For: • 10+ years in financial services compliance with 8+ years specifically in cryptocurrency exchange, payments, and/or international remittance industries, • Proven track record expanding financial services operations internationally with deep multi-jurisdictional AML/BSA expertise, • Experience building compliance programs in fast-moving startup environments, • Demonstrated experience briefing Boards of Directors and executive leadership on high-stakes regulatory matters, • Executive-level communication skills with the ability to influence outcomes at all levels of the organization, • Bachelor's Degree required; advanced degree (JD, MBA) preferred, • Certified Anti-Money Laundering Specialist (CAMS) required; additional certifications (CAMS-Audit, CFE, CFCS) a plus, • Deep subject matter expertise in reg-tech tooling and automated compliance controls, • Fluency in cryptocurrency and blockchain products, regulations, and industry concepts, • Extensive knowledge of U.S. banking regulations, FinCEN guidance, state money transmitter laws, and international frameworks (FATF, EU directives), • Experience with cross-border payment systems and international wire transfers, • Exceptional analytical, problem-solving, and communication skills with strong executive presence, • Proven leadership in managing high-performing teams and Board-level reporting, • Highly motivated with demonstrated ability to navigate ambiguity and move fast Not Required, But Nice to Have: • Established relationships with regulatory bodies and industry organizations, • Previous Compliance Officer role at a regulated financial institution Benefits & Perks: • 100% remote workforce, must be located in the United States, • Discretionary time off - no accrual, no limits, • Equity ownership - share in our success as we grow, • Comprehensive health coverage, up to 100% employer-paid, • Transform how millions access financial services through crypto infrastructure