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Location: Fully Onsite Salary: $120,000 – $150,000 We're partnering with a growing organization seeking an experienced Tax Manager to lead tax strategy, compliance, and planning efforts. This is more than a traditional tax role—you'll serve as a trusted advisor to executive leadership, helping shape key business decisions while identifying opportunities to reduce risk, improve processes, and optimize the company's tax position. If you're a collaborative CPA who enjoys solving complex challenges, building relationships, and making a meaningful impact across an organization, we'd love to speak with you. • Lead all federal, state, and local tax compliance activities, ensuring accurate and timely filings., • Develop and execute proactive tax planning strategies that support business growth and maximize tax efficiencies., • Research and interpret changes in tax legislation while advising leadership on potential business impacts., • Partner with Accounting, Finance, and Operations to ensure accurate tax reporting and compliance across the organization., • Manage tax provisions, reconciliations, audits, and relationships with external tax advisors and regulatory agencies., • Identify opportunities to improve tax processes, strengthen internal controls, and increase operational efficiency., • Support acquisitions, capital projects, and other strategic business initiatives by providing tax guidance and analysis., • Mentor and develop accounting team members while fostering a collaborative, high-performing culture., • CPA designation required., • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of progressive tax experience, preferably with a combination of public accounting and private industry., • Strong expertise in federal, state, and local tax compliance, planning, and strategy., • Excellent analytical, organizational, and problem-solving skills., • Outstanding communication skills with the ability to explain complex tax matters to both financial and non-financial leaders., • Creative, strategic mindset with a passion for continuous improvement., • Strong leadership skills and the ability to build effective cross-functional relationships., • Advanced proficiency in Microsoft Excel and tax/accounting software., • Competitive salary of $120,000–$150,000., • High-visibility leadership role with direct exposure to executive leadership., • Opportunity to influence business strategy through tax planning and financial insight., • Collaborative culture that values innovation, continuous improvement, and professional growth., • Stable organization with long-term career advancement opportunities. If you're looking for an opportunity where your expertise will directly influence business decisions and long-term success, we'd love to connect. #LI-ONSITE #LI-SH1 #TaxManager #CPA #AccountingJobs #TaxCareers #NowHiring #Accounting #FinanceJobs _

Job Description Member Relationship Advisor (Loan Officer) Are you ready to join a team that is committed to hardworking Kentuckians? If so, Abound Credit Union might be the place for you! We are driven by our selfless dedication to members and community. We create a connected, learning-driven, and fun environment that fuels our passion to inspire financial wellness. We do that by sharing our knowledge, strength, and accessibility to provide market-leading value that makes more possible for our members. Here at Abound Credit Union, culture is a big deal. We roll up our sleeves each day to make this an awesome place to work. We want to bring great things to our communities, be awesome to each other, ready for whatever comes our way, and are hungry to learn and grow as people and professionals. Our best is built from the inside out. Abound Credit Union is now hiring friendly, enthusiastic, and just overall awesome personalities to serve as a resource for our member’s financial needs. What You’ll Do: • Promote Credit Union products and services based on member needs., • Open member accounts, resolve issues, and handle the member’s daily needs., • Provide loan processing, closing, and disbursal services to members., • Meet monthly goals. **Full job description will be provided if you are selected for an interview. What We Need: • Minimum of a high school diploma or equivalent., • Ability to effectively communicate Credit Union products and services., • Self-motivated and enthusiastic with a willingness to support others on your team., • Maintain a professional and friendly demeanor., • Maintain a professional appearance., • Ability to proficiently operate a computer, calculator, and copier., • Customer service experience and specialized financial courses a plus! Our Benefits: • Great Salary, • Pension, • Health, Dental, Vision and Other Insurance Coverage, • Paid Personal Time Off, • Paid Holidays, • Life Insurance, • Short and Long-Term Disability, • 401(k) with matching funds, • Tuition Reimbursement, • HSA, FSA, and Dependent Care Spending Accounts Salary Info: $22.26 / hour

Job Description Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. Requirements • Minimum of 3 years of experience in financial services with a growing personal practice, • Active Life and Health License required, • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held), • Demonstrated success in client development, planning, and relationship management, • Leadership ability with a strong interest in mentoring and building high-performing teams, • Business-driven mindset with a long-term vision for growth, • Must be authorized to work in the United States Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support.

Job Description Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: • Bachelor's degree or equivalent experience., • 5+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: • Strong network with excellent relationship management and business development skills., • Proven success in specific client segments or verticals., • Ability to profile clients and create tailored strategies., • Skill in coordinating a team of specialists., • Strong communication skills to explain complex concepts effectively., • A strategic advisor mindset with problem-solving passion., • Independent decision-making and business ownership mentality., • CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check. Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: Bachelor's degree or equivalent experience. 8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with excellent relationship management and business development skills. Proven success in specific client segments or verticals. Ability to profile clients and create tailored strategies. Skill in coordinating a team of specialists. Strong communication skills to explain complex concepts effectively. A strategic advisor mindset with problem-solving passion. Independent decision-making and business ownership mentality. CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

Job Description One of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We are inviting you for a conversation about this role. As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on wealth and estate planning, investments, banking, credit, real estate, insurance, charitable giving, and fiduciary administration. In addition, we have specialized capabilities in business-sale advisory and pre-transaction planning. The PWA is responsible for identifying, closing, and deepening client relationships. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships. The Private Wealth Advisor is responsible for growth through internal and external sales and the development of new client relationships within the Wealth Management branch. You will have access to a complete team of specialists, who support you and your efforts by providing deeper knowledge in their respective areas of expertise. Your role is to act as a conduit within the Private Wealth Management team's strategic partners in the region. Key Responsibilities • Conduct comprehensive, in-depth client financial assessments to determine financial goals, risk tolerance, and investment preferences., • Design and implement customized wealth management strategies, including investment management, estate planning, tax optimization, and retirement planning., • Monitor financial plans and investment portfolios, making key adjustments based on market trends and client needs., • Collaborate with internal teams, including tax specialists, estate planners, and legal advisors, to offer holistic financial solutions., • Identify new business opportunities and expand the client portfolio through networking, referrals, and strategic partnerships., • Ensure compliance with regulatory requirements and maintain ethical financial practices., • Stay informed about industry trends, market developments, and financial products to provide the best advisory services. Qualifications • Bachelor's degree in finance, Business, Economics, or equivalent work experience in this field., • Established network with strong relationship management, networking, and business development skills., • Experience profiling clients and formulating customized strategies to address their needs., • Experience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients., • Demonstrated success in specific client segments or verticals, especially among individual accounts which have investible assets of $3-500 Million, per client, and the ability to manage numerous clients of that size., • A holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists., • Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication., • Professional designations, such as CFA or CFP, are highly preferred. Also helpful is National Mortgage Licensing System (NMLS) registration., • Established local network of clients with strong relationship management, networking, and business development skills., • A passion for problem-solving and acting as a strategic advisor., • Ability to make critical decisions independently and act as a business owner., • Sophisticated knowledge of investment strategies, financial planning, estate planning, and risk management. Benefits This position offers best-in-class resources and guidance to suit client needs, provide flexibility in your practice, and the tools you need to as a financial professional to reach the next level. By extending this to you, we hope you will at least explore a conversation with us. • Hybrid/flexible work schedule with the expectation of being in-office 3 or more days per week but the flexibility to work outside the office location for the other days., • Generous compensation package and transition package., • Exclusive high-net-worth client platform and tailored investment solutions., • Cutting-edge wealth management tools to enhance your practice., • A collaborative, client-first culture that fosters success., • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holidays per year, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

Job Description Overview Signature HealthCARE is looking for a Director of Total Rewards based at Corporate Office in Louisville, KY Healthcare preferred! As a member of a small leadership team, this role requires a working executive who can seamlessly balance strategic vision with day-to-day execution. This is not a purely advisory position; the ideal candidate thrives in a hands-on environment and leads by example. Our Total Rewards iposition s a senior Human Resources executive responsible for the strategic leadership, design, implementation, governance, and continuous improvement of all compensation, benefits, and total rewards programs across the organization. In a skilled nursing and post-acute care environment, this role ensures Total Rewards programs support workforce stability, regulatory compliance, fiscal stewardship, and the attraction and retention of clinical and non-clinical talent essential to delivering high-quality resident care. The role partners closely with executive leadership, operations, finance, legal, and external vendors to align Total Rewards strategy with organizational goals, labor market dynamics, and the complex regulatory landscape of healthcare. Responsibilities Total Rewards Stratecy & Leadership • Provides leadership and drives the strategic implementation, planning, design, regulatory compliance, and risk mitigation of all compensation and benefits programs., • Develops and maintains a comprehensive Total Rewards philosophy aligned with organizational values, workforce needs, and best practices., • Establishes Total Rewards goals and implements specific programs to accomplish the organization’s compensation and benefits objectives while ensuring cost-effective implementation., • Partners with Executive Leadership and Human Resources leaders to develop workforce strategies that support attraction, retention, engagement, succession planning, and long-term organizational growth., • Advises executive leadership on Total Rewards strategy, workforce trends, labor market pressures, and financial impact in a skilled nursing and healthcare labor environment. Compensation Programs • Oversees the design and administration of base pay structures, incentive programs, shift differentials, premium pay, and retention programs., • Ensures internal equity, pay transparency, and external competitiveness through job architecture, market benchmarking, and pay equity analysis., • Partners with Finance to manage Total Rewards budgets, forecasting, and labor cost controls critical to SNF operations. Benefits & Well-Being • Provides executive leadership and strategic oversight for all health and welfare benefits, retirement programs, leave administration, and employee well-being initiatives, with a strong focus on affordability, cost containment, and long-term sustainability., • Leads the development and execution of benefits strategies designed to manage trend, mitigate premium increases, and balance competitive offerings with fiscal responsibility in a highly regulated healthcare environment., • Oversees relationships with health and welfare and retirement brokers, consultants, and third-party administrators, holding partners accountable for cost management strategies, market intelligence, plan performance, and regulatory compliance., • Directs the governance and performance management of benefits vendors, including benefits administration platforms and call center partners, ensuring service excellence, efficient operations, strong data integrity, and cost-effective delivery models., • Provides executive oversight of open enrollment and year-end benefits processes, ensuring accurate cost modeling, effective employee communications, operational readiness, and risk mitigation., • Serves as executive sponsor for the evaluation, selection, and implementation of new benefits vendors and partners, with accountability for financial outcomes, integration effectiveness, and return on investment., • Partners closely with Finance, HRIS, Payroll, and IT teams to align benefits strategy with budgeting, forecasting, and system capabilities, ensuring reliable data, seamless integrations, and informed decision-making., • Continuously evaluates benefits utilization, vendor performance, and financial results to identify opportunities to reduce cost, improve plan efficiency, and support premium stability while maintaining a positive employee experience. Compliance, Risk & Governance • Ensures compliance with all applicable federal, state, and local laws and regulations related to compensation and benefits., • Establishes governance frameworks, policies, and controls to mitigate financial, regulatory, and reputational risk., • Works in close alignment with Legal, Compliance and external advisors to evaluate regulatory developments impacting the organization. Board, Committee & Fiduciary Governance • Serves as a key advisor to the Board of Directors on benefits strategy providing data-driven insights and recommendations., • Leads the Benefits Committee and the 401(k) Governance Committee, ensuring strong fiduciary oversight, regulatory compliance, prudent financial stewardship, and alignment with organizational objectives., • Participates as a management representative on the Compensation Committee and Compensation subcommittees, supporting compensation design, incentive structures, benchmarking, and governance processes., • Partners with Legal, Finance, and external advisors to support committee charters, governance frameworks, documentation, and decision-making in accordance with fiduciary and regulatory standards. Collaboration & Stakeholder Partnership • Collaborates with internal functions and external partners to deliver market-sensitive Total Rewards strategies., • Serves as a subject matter expert for HR Business Partners and operational leaders on compensation and benefits., • Builds strong relationships with brokers, consultants, and vendors to ensure high-quality service delivery and competitive pricing. Communication & Change Management • Manages communication strategies to educate employees about Total Rewards offerings and programs., • Ensures clear, consistent, and accessible communication to support understanding, engagement, and trust across clinical and non-clinical populations., • Leads change management efforts related to new or revised compensation and benefits programs. Analytics & Continuous Improvement • Provides strategic direction for Total Rewards technology, including HRIS, benefits administration platforms, compensation systems, analytics tools, and vendor integrations, • Leverages data and analytics to measure Total Rewards effectiveness, employee engagement, turnover, and return on investment., • Uses insights to drive continuous improvement and inform strategic decision-making. Leadership & Team Development • Leads, mentors, and develops the Total Rewards team, fostering a culture of accountability, service excellence, and collaboration., • Ensures team capabilities align with the evolving needs of a complex healthcare organization. Qualifications Education • Bachelor’s degree in Human Resources, Business Administration, Finance, or a related field required., • Master’s degree preferred. Experience • Ten (10) or more years of progressive Human Resources experience, including significant leadership responsibility for compensation, benefits, and enterprise Total Rewards strategy., • Senior leadership experience in healthcare, skilled nursing, post-acute care, or similarly regulated labor-intensive environments strongly preferred., • Demonstrated experience partnering with executive leadership on enterprise-level Total Rewards strategy. Skills & Competencies • Strong strategic, financial, and analytical acumen., • Deep knowledge of healthcare labor markets and regulatory requirements., • Excellent communication and influencing skills., • Ability to balance employee needs, regulatory compliance, and fiscal responsibility., • High level of professionalism and confidentiality.

Job Description Company Description: 100 years strong, Monroe Shine is one of the largest, most respected independent CPA & Business Consulting firms in the region. Monroe Shine is committed to serving private businesses, their owners, individuals, and nonprofit entities through our mission to help every client achieve their highest level of success. We set ourselves apart from other firms by providing customized CPA solutions, friendly and responsive customer service you deserve. Summary: Our Monroe Shine offices are growing! We are looking for an experienced [Tax Senior – Fiduciary Income Tax for Administrative Trusts & Estates] Professional to manage and execute these day-to-day responsibilities for the firm including client interviews, staff supervision, research, planning, execution. This position offers full benefits, competitive compensation and a strong opportunity to advance your career at a firm that believes in and respects a work-life balance. Duties & Responsibilities: • Report to Director of Tax, • Prepare and review complex federal and state fiduciary income tax returns (Form 1041) for administrative trusts and estates, as well as estate tax returns (Form 706), gift tax returns (Form 709), and related filings, • Serve as the primary advisor and point of contact for clients regarding estate and trust tax matters, • Provide tax planning and compliance guidance to trustees, executors, attorneys, and high-net-worth individuals, • Interpret and apply trust instruments and estate documents to determine proper tax treatment and reporting, • Conduct research on tax issues related to trust and estate taxation, including income allocation, DNI calculations, and portability elections, staying up to date on tax technical developments, • Collaborate closely with estate planning attorneys and financial advisors to support clients' long-term financial strategies, • Proactive communication with management regarding client solutions, • Review and supervise the work of staff accountants and junior team members, providing technical guidance and mentorship, • Recognize opportunities to provide additional services to existing clients, • Ensure compliance with current IRS regulations, tax law updates, and industry best practices, • Assist with any IRS and state tax audits or notices related to fiduciary returns, • Utilize ProSystems Tax and Engagement software to prepare, review, and document tax workpapers., • Participate in client onboarding and engagement planning, • Maintain the highest standards of client confidentiality and professional ethics. Qualifications: • CPA license in good standing required, • Strong interpersonal and communication skills, with proven client service capabilities, • Minimum of 5 years of experience in public accounting, with a strong focus on estates and trusts, • Demonstrated expertise in fiduciary tax return preparation (Form 1041), with experience in Forms 706 and 709 preferred, • Proficiency with ProSystems Tax and Engagement software, • In-depth knowledge of trust instruments, estate administration processes, and applicable tax laws, • Experience supervising and mentoring junior tax staff or team members, • Ability to manage multiple client engagements and deadlines efficiently, • High attention to detail and accuracy in complex tax matters, • Bachelor's degree in Accounting, Finance, or related field, • Master’s in Taxation is a plus Monroe Shine prides itself on fostering a team-oriented environment where every employee works for the firm, not just a particular supervisor. Accordingly, we ask all employees to act in the best interests of the firm, even if doing so requires actions or responsibilities not listed in the above job description. We look to our employees to take the initiative so that we always serve our clients and each other to the best of our abilities.

Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Deomonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you're looking to make an impact, we're glad you're here. At Meriton, you'll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way. Title: People Business Partner Location: Louisville, KY FLSA Status: Exempt Reports To: Director, People Strategy & Experience JOB PURPOSE This role acts as a strategic advisor to business leaders, aligning people strategies with organizational objectives to drive performance, engagement, and sustainable growth. The role leads the translation of enterprise HR strategy into business unit execution, providing expert guidance on workforce planning, organizational design, employee relations, and change management. By leveraging data-driven insights, building leadership capability, and partnering closely with Centers of Excellence, the People Business Partner ensures effective decision-making, strengthens organizational capability, and fosters a high-performing, compliant, and values-driven culture. RESPONSIBILITIES Compensation and Benefits Program Design • Support the design and delivery of employee compensation structures and benefit programs; provide financial, market, and legal analysis and insights; draft internal management reports. Employee Engagement • Deliver employee engagement activities and drafting materials to promote the actions taken by OPCO/business unit. Partners with other shared services functions to ensure messages are communicated effectively and accurately Employee Preboarding and Offboarding • Contribute to the development of preboarding and/or offboarding processes to ensure that the employee experience is consistent with the organization's employer brand and values and meets all statutory requirements; prepare and maintain legally compliant document templates. Partners with leaders to manage specifics of offboarding and assist in the orientation of new hires. Delivering day 1 orientation sessions with new hires. Partners with shared services and presidents to build the new hire meeting schedule for the first week. Payroll Administration • Oversees and provides back-up support for employee records, payroll issues, employee files and other administrative tasks. Stakeholder Engagement • Contribute to stakeholder engagement by identifying stakeholders; by finding out their needs, issues, and concerns; and by reacting to these needs, issues, and concerns, arranging meetings and events and drafting supporting materials to promote understanding and commitment. Information and Business Advice • Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and collaborating with relevant stakeholders on very complex or contentious issues to others. Full end to end resolution around the application of policies and procedures that come to them. Collaborates with COE where needed for support Operational Compliance • Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. Collaborates with COE where needed for support and ask questions on policies and procedures set at that level Policy Execution and Implementation • Execute policies and procedures set by the COE at an OPCO/business unit level. Strategic Workforce Planning • Deliver specified, complex analyses of external and internal information and analyses of complex resourcing scenarios to support the development of key strategic insights and the strategic workforce plan. Collaborates and partners with TA COE to kick off recruitment efforts. HR Data Analytics and Insights • Deliver complex analyses of HR data; identify key trends and contribute to the creation of HR insights that enable the diagnosis of business issues, enhancement of employee engagement, and/or improvement of business performance. Collaborates with COE on suggested business improvements. Transformational Change Management • Manage workstreams or small projects within a transformational change program, ensuring integration with related projects; to build acceptance of change and embed desired culture and behaviors. Employee Relations Case Management • Provide advice and guidance to managers in developing, documenting, and communicating solutions (including disciplinary action) for individual employee relations cases; support managers at formal hearings. Delivers end-to-end resolution of cases they can handle. Organizational Capability Building • Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential. Identify OPCO/business unit level needs to training and development and share that with COE Leadership and Direction • Serves as a mentor for the development of skills and knowledge at the OPCO/business unit level. EDUCATION Bachelor's Degree or equivalent experience EXPERIENCE 6+ years of broad HR experience across multiple HR functional areas, including compensation and benefits, employee engagement, workforce planning, policy implementation, HR analytics, change management, organizational development, stakeholder engagement, compliance, employee relations, talent acquisition, onboarding/offboarding, and payroll administration. Multi-site and multi-location HRBP experience is a big plus. MANAGERIAL EXPERIENCE 3+ years of experience influencing, coaching, and advising business leaders while managing priorities and resources to achieve strategic and operational objectives. Meriton is an Equal Opportunity Employer Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship. Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area, • The best products in our industry—and selling something fun!Who are we? Tom James Company is the world's largest retailer and manufacturer of custom clothing. We have almost 60 years of direct selling expertise in the custom clothing industry. We have grown from a single store, to stores throughout 4 continents and more than $500 million in sales. We are vertically integrated which allows us to have complete control over the quality of the garment’s we are providing to our clients. Our sales force consists of highly motivated, service- and sales-minded professionals that strive for growth and leadership. By finding and developing long-term, loyal clients, our people build lifestyles to support their personal and professional goals. Our clients are highly successful, busy professionals who desire convenience, quality and excellent service—which we deliver to them. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. Opening Summary: The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Louisville market through CPA partner channels, referrals, and local centers of influence. This person will partner with senior leaders and advisors to develop a proactive pipeline, convert qualified opportunities into client relationships, and deliver high-quality planning conversations. The role is designed for someone with 3-7 years of experience who has strong client instincts, commercial drive, and the potential to grow into a market leadership role over time. Primary Responsibilities:Client Acquisition & Pipeline Development: • Build and maintain a developing pipeline of qualified client opportunities, with coaching and support from senior leadership., • Source opportunities through CPA partners, referral networks, local relationships, and firm-led growth initiatives., • Support opportunities from introduction through proposal, close, and onboarding., • Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership.CPA Partner Activation:, • Develop productive working relationships with CPA partner firms and their client-facing professionals., • Help translate CPA relationships into qualified referrals through consistent follow-up and clear value messaging., • Support partner education, meeting preparation, and referral opportunity tracking., • Represent Choreo as a responsive, credible, and collaborative partner.Client Engagement & Conversion Support:, • Lead or co-lead discovery conversations with prospective clients and families., • Identify planning needs, client priorities, and decision drivers across wealth, tax, estate, and investment topics., • Prepare for and participate in proposal conversations with appropriate senior advisor involvement., • Support a smooth transition from prospect to client onboarding.Integrated Solution Delivery:, • Coordinate with planning, investment, tax, and estate specialists to help shape cohesive client recommendations., • Translate technical resources into clear, client-ready insights and next steps., • Ensure follow-through across internal teams so client and referral partner expectations are met.Market Development:, • Build visibility in the Louisville market through targeted networking, professional associations, and COI relationships., • Support local brand-building activity, partner events, and community engagement., • Identify emerging market opportunities and share feedback that can improve Choreo's growth playbook.Basic Qualifications:, • Bachelor's degree required., • 3-7 years of experience in wealth management, financial planning, investment advisory, private banking, or a related client-facing financial services role., • Series 65 licensed, • Demonstrated ability to build relationships, manage follow-up, and advance client or referral opportunities., • Working knowledge of financial planning concepts and high-net-worth client needs., • Strong communication skills, commercial judgment, and comfort engaging with referral partners and prospective clients., • CRM experience and strong follow-through discipline.Preferred Skills:, • Experience working with CPAs, attorneys, professional services firms, or other centers of influence preferred., • Existing TBD network or demonstrated ability to build one is preferred., • Experience supporting high-net-worth clients or business owners is a plus., • Entrepreneurial mindset, coachability, and desire to grow into broader advisor or market leadership responsibility. Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: • Competitive salary and bonus plan, • Competitive medical, dental, and vision plans, • Basic life and disability coverage, • 401(k) matching program, • Financial support for approved designations and courses, • Technical, leadership, sales training opportunities, • Unlimited, discretionary time off, • Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Job DescriptionSenior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time About the Opportunity A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business. This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy. The Role As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively. This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience. What You’ll Do Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients. Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings. Build and present multi-year tax projections, scenario models, and tax-saving strategies. Review individual and business tax returns, projections, and related planning opportunities. Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions. Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed. Stay current on tax law changes and proactively communicate relevant planning opportunities. Mentor tax staff and review analytical work completed by team members. Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through. What We’re Looking For CPA required; EA with a Master of Taxation may also be considered. 5+ years of public accounting tax experience. Strong background in individual, business, and high-net-worth tax planning. Experience working with dental, medical, professional service, or closely held business clients is highly preferred. Comfortable leading client conversations and explaining complex tax concepts in a practical way. Strong technical tax research skills and the ability to identify planning opportunities. Organized, deadline-driven, and able to manage multiple client priorities. Strong written and verbal communication skills. Interest in growing as a tax advisor, mentor, and future leader within the firm. Why This Opportunity Stands Out Real advisory work rather than being buried in compliance production. Direct ownership of client relationships and planning conversations. Flexible remote or hybrid work environment. Busy season hours designed to stay around 50 hours per week. Base salary of $110,000-$130,000+ plus bonus potential. Health, dental, life insurance, 401(k), and paid time off. CPE, licensing fees, advanced tax strategy training, and continuing education support. Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role. This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track. Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

Job DescriptionDescription: Position Overview This position leads, manages and holds accountable a team that directs and coordinates activities nationally for assigned accounts relative to creating and administering charitable trusts, personal trusts, IRAs and investment management accounts. About Us New Covenant Trust Company (NCTC) empowers churches, church institutions and church members to create and sustain healthy and vibrant ministries through faithful stewardship of their investments. A subsidiary of the Presbyterian Foundation — America’s second-oldest charitable foundation, founded in 1799 — NCTC was established in 1998 to offer full-service financial planning, investment management and trust services. Our purpose is driven by the shared faith, values and integrity of the Presbyterian Church (U.S.A.). We are passionate about taking exceptional care of each and every client while advancing the mission of the church. As a limited purpose national bank federally regulated by the Office of the Comptroller of the Currency (OCC), we are the trusted fiduciary partner our clients rely on. We’ve experienced tremendous growth over the past decade, with assets under management increasing from $47 million to over $900 million. NCTC is now focused on future expansion of our services to help even more churches thrive. Scope & Breadth of Position This position reports directly to the VP, Director Trust Relationship Services. The Senior Trust Officer & Team Lead has direct leadership responsibility for Trust Officers and oversees trust administration activities across assigned accounts nationwide. Salary & Hiring Bonus • $125,000-$135,000 annually, • Candidates holding an active LLM or CPA designation are eligible for a hiring bonus. Accountabilities • Provide leadership, supervision and accountability for Trust Officers., • Establish team and individual performance goals; partner with direct reports to track progress and outcomes., • Collaborate with the Client Engagement Team and the VP, Director Trust Relationship Services on decisions related to the acceptance of new business., • Assign Trust Officers to new accounts and ensure new business is accepted and onboarded in accordance with Board-approved policies., • Works closely with the VP, Director Trust Relationship Services on decisions impacting account administration, as well as the development and operation of internal infrastructure supporting those services., • Support the development, implementation and execution of operational policies, procedures and special projects as needed. Major Duties & Responsibilities This leadership role is a critical component of NCTC’s organizational structure. The Senior Trust Officer & Team Lead sets and aligns team and individual goals with NCTC’s mission, vision and strategic objectives and ensures the effective and efficient operation of trust services. Core responsibilities include building and sustaining a collaborative, high-performing team, overseeing acceptance of new business, and ensuring consistent, high-quality trust administration across the organization. The Senior Trust Officer & Team Lead must possess extensive knowledge of trust accounting, trust and estate law, regulatory requirements, and the administration of trusts, IRAs and investment management accounts. Relationships The Senior Trust Officer & Team Lead works closely with the VP, Director of Trust Relationship Services to cultivate strong working relationships across NCTC and the Presbyterian Foundation. This role serves as a key liaison, coordinating efforts among legal, investment, tax, client engagement and operations teams to support the creation and administration of trust and investment management accounts. The Senior Trust Officer & Team Lead also serves as an alternate point of contact for clients and may independently manage select client relationships. Experience & Job-Related Requirements • Juris Doctor (JD) required; LLM or CPA preferred but not required, • Certified Trust Financial Advisor (CTFA) certification desirable, • Minimum of five years of experience in trust company environment or trust and estate planning practice preferred, • Demonstrated strategic vision and leadership capability, • Extensive knowledge of law and regulations governing trusts, IRAs and investment management services, • Expertise in estate planning, trust taxation and charitable giving strategies, • Strong interpersonal and relationship building skills, • Ability to manage multiple priorities, respond to evolving needs, and collaborate across diverse teams, • Excellent written and verbal communication skills, • Proven organizational, research, administrative and financial competency, including familiarity with planned giving vehicles and tax implications of both outright and deferred gifts, • High attention to detail and commitment to accuracy in legal, tax and charitable giving matters, • Dedication to thorough analysis and sound legal and business decision making related to trust acceptance and administration, • Ability to effectively engage with internal and external clients using clear and professional communication Physical Requirements • Ability to communicate effectively in one-on-one and group settings with management, colleagues, constituents and the public, • Frequent use of telephone and email communication, • Ability to sit for extended periods of time, • Normal hearing and vision required for verbal communication and document review, • Minimal physical exertion required; occasional lifting of up to 10 pounds, • Manual dexterity sufficient for regular use of office equipment including computers, telephones and copiers. Work Environment • The job is performed indoors in a traditional indoor office setting., • Activities include extended periods of sitting and frequent use of computers and other office equipment. The Presbyterian Church (U.S.A.) Foundation, along with its subsidiary New Covenant Trust Company (NCTC), are Equal Opportunity Employers. We provide equal opportunities in all employment positions, regardless of age (as defined in the Age Discrimination in Employment Act), disability, sex, national origin, race, color, creed, religion, sexual orientation, gender identity, gender expression, or veteran status. Requirements:

Job Description About Us Join a talented team of engineering professionals at Vogt Power International Inc. Vogt is based in Louisville, KY and specializes in the design, manufacture and supply of equipment and solutions to the power generation industry. We are an industry leader in heat recovery steam generators (HRSGs) with both domestic and international customers. Job Summary Assists Project Managers in the management of global contracts to design and build HRSGs at values up to and exceeding $20 million. Essential Functions/Responsibilities · Develops the overall Project Quality Plan and assures compliance throughout the Company. · Generates monthly Project Reports for submittal to the Customer. · Assists in the development and monitoring of the overall project schedule through the Project Planner. · Writes the requisitions for and administers subcontracts for large, engineered equipment. · Reviews and approves vendor invoicing ensuring that values are correct, all deliverables have been received, and any back-charges or disputes have been resolved. · Facilitates and publishes minutes for (on an as needed basis) weekly project team meetings with team members for the purpose of coordinating and updating the status of all project-related activities required to fulfill the Company’s contractual obligations. · Assists in the coordination of all project related field activities to include interface with Vogt-Power site construction and start-up personnel, resolution of Non-Conformance Reports from the field and tracking of costs of NCR’s and field-related extra work orders. · Facilitates communication with the Vogt Power Technical Field Advisor to ensure timely responses from the office to field questions and coordinates lessons learned into process improvement. · Assists the Project Manager in gathering all information and costs required to develop change order requests to the client. · Assuming other duties as assigned by the Project Manager or VP of Project Management. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Requirements Qualifications · Bachelor’s Degree, preferably in Engineering. A minimum of three (3) years’ experience in a Project Management/Engineering environment responsible for the design and supply of complex large ($2 million or greater) custom engineering equipment. · Excellent verbal, written, and interpersonal communication skills. · Must exhibit a knowledge and understanding of contracts (legal and financial aspects), cost control and scheduling. · Must be organized; thorough; able to process, absorb and transfer information expediently; and be able to work under pressure in order to meet deadlines. · Requires competency in MSEXCEL, WORD and other relevant software. · Must have a valid passport and be willing to travel as required. To provide greater transparency to candidates, we include base pay ranges for all US-based job postings that encompass all potential locations and levels for the open position. Our base pay ranges are set based on the function, discipline, level and regional location and are benchmarked against companies in the same or similar industry. Final offers may vary based on multiple factors, including; education, depth and relevance of work experience, relevant licenses and certifications, and may vary from the amounts listed in the job posting. The base pay range for this Assistant Project Manager role is $95,00 - $110,000 annually.

Job Description Business Insurance Account Executive Our firm is rapidly expanding and we are seeking a self-motivated person who wants to join a dynamic, growing company. We are currently seeking to fulfill a full-time position in Louisville, KY. Our Business Insurance Account Executive will be responsible for the strategic management and execution of client service, marketing, risk management, and sales initiatives for an assigned book of business. This role ensures compliance with industry and company standards, maintains a high level of quality and accuracy, and minimizes exposure to errors and omissions liability. The Account Executive serves as a trusted advisor to clients, proactively managing relationships, driving account retention, identifying growth opportunities, and resolving complex service and coverage issues in the best interests of both clients and carrier partners. In addition, the Account Executive provides technical expertise and guidance to Advisors and service team members regarding insurance solutions and client-specific needs. The position requires a strong understanding of commercial insurance products, risk management principles, and alternative risk financing strategies, including captive insurance programs, as well as a current Property & Casualty license. Please visit our website to apply directly: https://sterlingthompson.com/careers/ Benefits Paid Time Off (PTO) Flexible Schedule Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Parental Leave Mon-Fri Schedule Paid Holidays Career Growth Opportunities Hands on Training Responsibilities • Manage assigned client relationships in partnership with Advisors and Account Managers, including conducting client meetings, leading renewal and stewardship discussions, preparing and presenting account reviews, recommending coverage enhancements, and negotiating new and renewal business., • Serve as the primary liaison between Advisors, clients, carrier partners, and the service team to ensure clear communication and timely execution of client service strategies., • Coordinate and oversee service activities for assigned accounts by prioritizing work, delegating tasks as appropriate, and ensuring service standards, deadlines, and client expectations are consistently met., • Analyze client exposures and risk profiles to develop and recommend insurance, risk management, and risk financing solutions. Advise clients on coverage options, policy changes, and strategies for mitigating and transferring risk., • Partner with Advisors to develop, market, and secure new business opportunities, including preparing marketing strategies, negotiating with carriers, and assisting with proposal development and presentations., • Utilize agency management systems, workflows, and operational processes to maintain data integrity, support client service excellence, and comply with company standards and industry best practices., • Develop, implement, and monitor customized client service plans to support retention, account growth, and overall client satisfaction., • Identify opportunities to expand existing relationships through cross-selling, upselling, referrals, and proactive prospecting activities., • Evaluate and advise clients on alternative risk financing solutions, including captive insurance programs, group captives, and other loss-sensitive structures. Collaborate with carrier partners, captive managers, actuaries, and client leadership teams to support program evaluation, implementation, and ongoing stewardship., • Monitor account performance, loss trends, and emerging client risks to provide strategic recommendations that support clients' business objectives and total cost of risk management., • Recommend and implement improvements to departmental workflows, processes, and service delivery standards to enhance operational efficiency and client experience., • Perform additional duties and special projects as assigned by management. Requirements • Bachelor's degree or equivalent combination of education and commercial insurance experience., • Active Property & Casualty insurance license., • Proven client relationship management and business development skills with a consultative, sales-oriented approach., • Strong knowledge of commercial insurance coverage, risk management principles, insurance carrier operations, and brokerage practices, with the ability to analyze client exposures and recommend appropriate risk management and insurance solutions., • Experience with alternative risk financing strategies, including captive insurance programs, group captives, and other loss-sensitive structures, is strongly preferred., • Ability to analyze loss history, total cost of risk, operational exposures, and financial considerations to evaluate risk financing alternatives and captive program suitability., • Demonstrated ability to manage multiple priorities, meet deadlines, and maintain accuracy while working independently in a fast-paced environment., • Strong analytical, critical thinking, and problem-solving skills, with the ability to research complex issues and develop practical solutions., • Excellent verbal and written communication skills, including the ability to explain complex insurance concepts and risk management strategies to clients, colleagues, and carrier partners., • Proficiency with agency management systems and insurance technology platforms., • Advanced working knowledge of Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook., • Professional insurance designations such as CPCU, CIC, CRM, ARM, AAI, or ongoing pursuit of such designations are preferred.

Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Deomonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP). In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market. The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. This role is critical to the execution of WealthBridge’s regional growth strategy and plays a key role in shaping the future of our organization. The RVP will collaborate closely with executive leadership to align regional objectives with firmwide priorities. By focusing on recruiting top talent, mentoring leaders, and elevating advisor performance, the RVP will build a sustainable and scalable business model in the market. This is a unique opportunity for a growth-minded professional to make a lasting impact through strategic leadership, relationship development, and a commitment to excellence in financial planning. Requirements • Proven experience as a senior leader in the financial services industry, preferably in a regional or multi-office leadership role., • Prior success as a financial advisor or in leading advisor teams., • Demonstrated ability to recruit, coach, and lead high-performing professionals., • Strategic thinker with the ability to translate vision into action., • Strong understanding of compliance, financial planning, and wealth management practices. Benefits • Top-tier health coverage, including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Ready to turn your experience into something more meaningful? At the Louisville Group of Northwestern Mutual, we are dedicated to helping good people experience a great quality of life through strong, properly funded financial plans, which are the cornerstone of financial security. Our team is guided by the values of courage, character, and a commitment to excellence, and we strive to create an environment that celebrates recognition, impact, interdependence, and opportunity for income growth. Beyond our work in financial services, we are deeply committed to giving back to our community, supporting organizations such as West End School, Pediatric Cancer Research via Norton Children’s, B&B, and Heal Dog Heal. Why Career Changers Could Thrive Here: • You already have what it takes, people skills, perseverance, and a desire to make a difference., • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services., • You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.Our offices are located at:, • 140 Whittington Parkway, Louisville, KY 40299, • 400 E Market Street Louisville, KY 40202 Ste. 200Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Sophia Fischer – District Director and Chief Development Officer: • Time with NM: 9 years., • Prior Experience: Began her career with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the University of Louisville College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy., • Passionate About: Sophia enjoys spending time with her close family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working outside, hiking, and spending time on the farm. She also has an adventurous side and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.Cory Thorne – Financial Advisor and District Director (DTO):, • Time with NM: 16 years., • Prior Experience: Began his professional career with Northwestern Mutual as an intern during his junior year of college and has built his entire career within the organization., • Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.Anthony Mosley – Chief Recruiting Officer:, • Time with NM: 9 months., • Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining Northwestern Mutual, Anthony worked with companies including Facebook, Congo Brands, and Aerotek., • Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Mosely is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.

Job DescriptionRole: Financial Advisor – Growth & Client Strategy Work Setup: Hybrid / Remote Compensation: Up to $100K base + incentives + equity track The Opportunity Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership. This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. What You'll Do • Expand and manage a high-net-worth client portfolio, • Provide advanced financial planning, portfolio reviews, and investment guidance, • Partner with internal specialists to win and service sophisticated relationships, • Contribute to growth strategy and market expansion initiatives, • Position yourself to lead or launch a branch in a growth marketWhat You Bring, • 1–3 years as a licensed Financial Advisor, • Active Series 7 & 66, • $250K+ trailing 12-month revenue, • $25MM+ AUM, • At least 10 HNW client relationships ($1MM+ households), • 10+ completed financial plans in the last year, • Strong communication skills and a business-building mindsetCompensation & Advancement, • Base salary plus performance-driven upside, • Equity participation opportunity within 6–12 months, • Full operational and administrative support, • Shift to production model in years 1–2, • Defined 3–5 year growth path with 15–25% annual targets, • Additional rewards tied to branch leadership and revenue milestonesWhat Makes This Different, • Advisor-first structure with shared success, • Clear path to ownership, • Team resources for complex cases, • Freedom to focus on client growth, not back-office tasks

Job DescriptionCompany Description Arvato is an innovative and leading global 3PL service provider in supply chain management and e-commerce. With 20,000 team members at over 100 locations, we focus on the Consumer Products, Tech, Healthcare, Automotive and Publisher industries. You will work in an environment built on collaboration, respect, commitment and curiosity, where you can grow, contribute your ideas, and make an impact. Be part of the team that delivers logistics excellence and shapes supply chains globally. Working at Arvato means: Together, we’re on it. Job Description Arvato is seeking an Account Director, Data Center Logistics to lead and scale complex logistics operations supporting critical data center infrastructure globally. Reporting to the VP of Data Center Services, this role combines strategic leadership, operational execution, and customer-facing engagement across North America, EMEA, and APAC. This role requires 25–50% travel to customer sites, partner facilities, and operational locations globally. YOUR TASKS • Develop and execute the strategic vision for data center logistics and 3PL services, aligning capabilities with business growth objectives across global regions, • Lead large-scale programs supporting data center deployments, operations, and asset lifecycle management, • Establish KPIs, SLAs, and governance frameworks that drive operational excellence and scalability, • Build and maintain trusted advisor relationships with enterprise customers and executive stakeholders across regions, • Develop and present proposals, business cases, and service offerings that address complex, cross-border customer requirements, • Lead executive business reviews and strategic planning sessions with global customers and partners, • Oversee global relationships with manufacturers, transportation partners, and logistics providers; drive vendor performance and contract compliance, • Lead strategic sourcing, inventory management, and supply chain planning for data center operations, • Identify and mitigate operational and supply chain risks across multiple geographies and regulatory environments, • Build, lead, and mentor high-performing teams across logistics, operations, and customer-facing functions, • Influence organizational decision-making through data-driven insights and executive-level communicationQualifications, • 10+ years of progressive leadership in logistics, supply chain, or operations, • Significant experience managing complex 3PL operations and logistics providers, • Proven ability to develop executive-level proposals and lead customer-facing organizations, • Willingness to travel 25–50% across NA, EMEA, and APAC, • Experience supporting data center infrastructure, cloud, or mission-critical technology environments preferred, • Knowledge of data center equipment, asset lifecycle management, and associated logistics requirements is a plus, • Prior experience scaling operations in high-growth environments across multiple regions preferred Additional Information • Medical, Dental, Vision, Life Insurance, and Disability Pay., • 401(k) with company matching up to 6%., • Paid Time Off, including paid holidays., • Flexible Spending Accounts., • Voluntary benefits such as legal and financial assistance, pet insurance, and more., • Employee Assistance Program., • Ongoing employee development opportunities including tuition reimbursement, scholarships, and training., • Commuter benefits., • Employee engagement activities. Disclosure requirements pertaining to the collection of your personal data: Responsible for processing the information provided in your application is the company specified in the job advertisement, with its registered office as indicated. The company processes your data for the purpose of establishing an employment relationship on the basis of Art. 6 (1) b GDPR / Section 26 (1) sentence 1 BDSG. The retention period for your data is determined by the statutory time limits applicable in the respective country, beginning upon completion of the recruitment process. You can find these here. You can contact the company’s Data Protection Officer at the above-mentioned postal address. Further information on data protection and your rights can be found here. We strive to be an equitable and inclusive workplace for our employees and value their diverse perspectives, which contribute to the diversity of our company. Therefore, we welcome applications from people who enrich our company with their identity, background and personal experience. We want to keep the application process as simple as possible for you: focus on a meaningful resume; we do not require an elaborate cover letter. Please know that we can only accept your application through our online application portal. Recruiting-Platform powered by SmartRecruiters.

Job DescriptionRegional Vice President, Enterprise Partnerships (Investments)Location: Remote / Hybrid Employment Type: Full-Time Reports to: SVP, Advisor & Firm Growth Role OverviewDPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships. Key ResponsibilitiesEnterprise Sales & Relationship ManagementOwn and grow relationships with large RIA firms ($1B–$50B+ AUM) within an assigned territory Develop and execute a targeted business plan to drive membership adoption and product flows Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions Investment-Led ConsultingServe as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves) Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification Deliver investment-focused presentations to investment committees and advisor teams Business Development & Market PresenceProactively source and engage new enterprise opportunities through networking, referrals, and industry presence Represent DPL at industry conferences, events, and executive meetings Identify and capitalize on trends across the RIA and wealth management landscape Strategic Influence & LeadershipProvide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models Mentor and support internal sales team members on advanced sales strategies and investment positioning QualificationsExperience7–12+ years of experience in financial services, asset management, or annuity distribution Proven success in enterprise or institutional sales, particularly within the RIA channel Demonstrated ability to build and close large, complex deals with senior stakeholders Strong background in investments, portfolio construction, or retirement income strategies Technical & Professional ExpertiseDeep understanding of: Annuities (RILAs, fixed indexed, advisory solutions) Investment portfolios and asset allocation frameworks Retirement income planning and tax-aware strategies Ability to translate complex investment concepts into clear, compelling client solutions Licensing & EducationBachelor's degree required (Finance, Economics, or related field preferred) FINRA Series 6/7 and 63 (or ability to obtain) Life & Health Insurance licenses required CFA, CFP, or CAIA designation is a strong plus Key AttributesExecutive presence with the ability to engage C-suite and investment committees Highly self-motivated with a "must win" mentality and ownership mindset Strong communicator with the ability to influence both technical and non-technical audiences Strategic thinker who can operate at both enterprise and tactical levels TravelTravel required up to 30–40%, focused on client meetings, conferences, and key events What Success Looks LikeConsistent achievement of sales and asset growth targets Expansion of DPL's footprint within top-tier RIA firms Recognition as a go-to investment partner for advisors and home offices Measurable impact on enterprise adoption and long-term revenue growth Job Posted by ApplicantPro

Job DescriptionDescription: AAF International offers the most comprehensive clean air solutions available across the globe. Selling under the American Air Filter® and the AAF International® brand names, AAF International has been an industry pioneer since 1921 with manufacturing operations in 22 countries with over 6000 employees globally. Our products are the industry benchmarks for quality and performance. Our applications include commercial, industrial and residential solutions from the filters used in your home to the most critical cleanroom and power generation applications. We are a member of the Daikin Group, the world's largest air conditioning provider with $30 billion in revenue and over 75,000 employees worldwide. Founded in 1924, Daikin has grown into a diversified industrial manufacturing company offering solutions in clean, air, air conditioning, refrigeration, chemicals, oil hydraulics, defense systems and electronics. Our culture of continuous improvement, safety, and world class operations is driven by our people-centered management philosophy. This philosophy is built around mutual selection: that while AAF seeks top talent people to join and deliver on our team, we also want each team member to receive job satisfaction, growth & development, and continued happiness in being a long-term member of the AAF family. This is fueled by our belief in treating our people, our supply partners, our customers and our environment with the trust and respect we each require, and our passion to give back to our community for our success. Read more about our philosophy at: http://www.daikin.com/about/corporate/philosophy/index.html AAF International is an Equal Opportunity Employer M/F/Disability/Veteran. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, citizenship, veteran status, uniform servicemember status, age, disability or any other legally recognized protected personal characteristics. Position Objective: The Applications Engineer - Air Filtration achieves annual bookings, revenue, and margin targets for Regional Retrofits, and Aftermarket business, completes technical engineering development and cost estimating of retrofit equipment for the AAF Energy Business and provides Project Engineering support of live contracts. Key Accountabilities: • Working with the Sales team proactively develop aftermarket opportunities for upgrade, retrofit, and filter replacement, • In conjunction with Director Engineering and Service, RSM’s and subcontractors, provide technical and commercial assistance on proposal development for filter outages and retrofits as needed, • When applicable, perform Inlet inspections and diagnostics of air intakes and support systems, • Become the trusted advisor for key accounts with the RSM’s. Develop, Retain, and Nurture key customer relationships and become a strategic partner and advisor to key accounts, • Recommend solutions by identifying new product opportunities, and/or product, packaging, and service changes; surveying consumer needs and trends; tracking competitors., • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks., • Review RFQ documents providing technical and commercial solutions based on AAF’s capabilities, • Liaise with subcontractors to develop costing solutions, • Prepare tender and contract documents, • Identifies and recommends product/system improvements or additions to meet customer satisfaction and financial goals, • Participate in technical meetings and direct communications with customers or field sales offices, • Prepares and distributes literature, technical data and promotional material to customers and sales offices., • Maintains a teamwork philosophy with other departments to facilitate problem solving and provide good customer service., • Post contract award project engineering support to project manager. Includes design, drawing approval, BOM creation, quality requirements definition, and interaction with customer and suppliers post award., • Additional duties as assignedRequirements: Position Requirements: • Bachelor’s degree in Engineering or equivalent experience;, • Experience in technical industry desired; machinery/engineering preferred;, • Must articulate a full understanding of filtration on rotating equipment;, • Exhibit solid business acumen including the ability to interpret and analyze blueprints, estimate preparation, presentation and proposal;, • Experience with filtration product in a Sales, Estimating, or Project Management capacity;, • Exhibit solid business acumen including the ability to interpret and analyze blueprints, estimate preparation, presentation and proposal;, • Excellent time management skills and ability to multi-task;, • Strong organizational skills with aggressive follow-through and closing skills;, • Excellent communication and presentation skills;, • Must have strong interpersonal skills, maturity and good judgment and be capable of communicating with a diverse range of individuals;, • Excellent, proven interpersonal, verbal / written communications and organizational skills;, • Demonstrated ability to multi -task and work in a fast - paced setting.

Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Deomonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements • Bachelor's degree in finance, accounting, or a related field., • Experience in financial consulting or a similar role is preferred., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills to effectively connect with clients., • Deomonstrated ability to build and maintain client relationships., • Licenses or certifications in financial planning are a plus. Benefits • Top-tier health coverage including medical, dental, and vision plans for you and your dependents, • 401(k) retirement plan with company match to help you build long-term security, • Life and disability insurance for added peace of mind, • Employee wellness programs and mental health resources, • Career growth opportunities and ongoing training support

Job Description DUTIES AND RESPONSIBILITIES: • Strategic Legal Advisor – Serve as a strategic legal advisor to senior management and business leaders on assigned operational, regulatory, transactional, and risk matters. Take ownership, proactively identify issues and opportunities, recommend best practices, drive projects and initiatives forward, and ensure timely, practical resolution of legal and business risks., • Contracts (Internal and External) – Draft, review, and negotiate various types of contracts, including customer and vendor agreements, terms and conditions, bailment agreements, letters of intent, confidentiality agreements, and credit agreements. Develop and maintain contract templates and support contract lifecycle processes. Provide guidance to business leaders regarding contract risk and negotiation strategy. Manage contract disputes, concerns, and dispute resolution., • Operational and Regulatory Support – Provide legal support and senior level oversight on operational and regulatory matters impacting the business, including environmental, product, supply chain and operational compliance, audits, permitting matters, cross-border transactions, and other specialized compliance areas, as needed. Work with internal stakeholders, outside counsel, consultants, and advisors to assess and mitigate legal and compliance risk., • Risk Management and Insurance – Manage the Company’s risk management legal and financial initiatives, including overseeing the commercial insurance programs, claims, and related analysis. Identify, evaluate, and communicate legal and business risks in a practical manner and recommend solutions that support the Company’s business objectives., • Real Estate Matters – Provide legal support for real estate activities, including leases, facility matters, property-related agreements, coordination of property diligence, and related risk evaluation., • Corporate Transactions, Organizational Structure, and Board Governance – Assist the General Counsel in mergers, acquisitions, and dispositions, the formation, maintenance and dissolution of joint ventures, etc. Assist the General Counsel as needed with Board materials, corporate governance documents, corporate records, and other communications requiring legal review., • Collections and Bankruptcy – Assist the credit department in collection matters including drafting credit agreements and demand letters and tracking the collection progress up to and including litigation, if applicable. Provide legal support for customer/supplier bankruptcies, including strategy, negotiations, filing claims, preference actions, litigation coordination, and working with internal stakeholders and outside counsel to maximize returns while minimizing business impact., • Litigation and Dispute Management – (Federal and State Jurisdictions) Coordinate with internal stakeholders and manage outside counsel regarding disputes and litigation matters, strategy, and business impact; evaluate claims, defenses, risks, and settlement options and make recommendations to the General Counsel and/or internal stakeholders; ensure key deadlines, exposures, settlement activity, and litigation risks are tracked and escalated appropriately., • Employment Law, Workers Compensation, Safety, and OSHA – Assist the General Counsel and management as needed with employment, workers compensation, safety, and OSHA matters; support dispute resolution efforts, including coordination with outside counsel, as appropriate., • Assist with supervising Senior Corporate Attorney, Corporate Attorney, Paralegal and Legal Intern. Provide guidance, review, and escalation support for legal work handled by other members of the Legal Department., • Other duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES: • Strong legal judgment and ability to balance legal risk with business objectives, • Ability to advise senior management with practical, business oriented legal counseling and work effectively with business groups, • Excellent communication, interpersonal, and organizational skills, • Knowledge of business operations and applicable corporate law and general regulatory frameworks, including environmental, product, and operational compliance considerations, • Negotiation skills, • Computer skills in word, excel, power point, and data entry, • Ability to adhere to strict confidentiality requirements, • Ability to be able to closely examine and analyze information, and present findings, • Ability to work closely with other departments and to effectively manage outside consultants and outside counsel, • Ability to work under pressure, balance various priorities, • Ability to work after normal business hours and travel, as needed, • Ability to sit or stand for long periods of time Reasonable accommodations may be made to those who are able to perform the essential duties of the job. EDUCATION AND EXPERIENCE: A JD degree from ABA-approved law school, in good standing with a State Bar, 10+ years’ experience as an attorney is preferred. Experience should include mix of corporate/commercial, regulatory, or in-house legal experience, with a focus on commercial contracting and business-facing support. Experience supporting compliance initiatives and risk management functions is preferred. WORKING CONDITIONS: This work is performed in an office setting with minimal to moderate noise due to computers, printers, and people. Here's what we can offer: Insurance: • Affordable plans for medical, dental, vision, and wellbeing on the first day of the month following your start date, • Employer-Paid dental with available Buy-up options, • Free MDLive Telehealth Services through our Medical Plan, • Competitive Wellness Program, providing up to 100% discount on medical premiums, • Employer-Paid Short-Term and Long-Term Disability with Buy-up options, • Supplemental Accident Insurance through Allstate for additional coverage on accidents, cancer, and long-term care, • Employer-Paid Life Insurance, • Teammate Assistance Program (TAP) which offers professional assistance for Counseling, Financial, Legal and Family services Work-Life Balance: • Paid Time Off, • 9 Paid Holidays starting day one!, • Bonus Paid Floating Holiday in recognition of the diversity of our team Financial: • 401(k) after 60 days of employment + competitive match up to 4.5% after one year, • Pretax Health Savings Account, • Pretax Flexible Spending Account, • Paid bi-weekly, • Quarterly bonus based on company performance Career Growth: • Tuition reimbursement is available for job related courses to further your education, with up 100% paid tuition for maintenance-related coursework and certifications, • Skill Development Programs, • Learning Management System, • Promotional Opportunities Local Perks & Discounts: • Dress for your day!, • Teammate referral bonus, • Boot and Glasses Allowance after 60 days of employment, • Teammates appreciation activities Steel Technologies is an equal opportunity employer and considers all qualified applicants without regard to any classification protected by federal, state and/or local law. Steel Technologies is a safety-sensitive workplace. All employment offers are contingent upon results of a 10-panel drug screening, including marijuana.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Join the Winning Team at the Louisville Group of Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an insurance agent with the Louisville Group of Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our offices are located at:, • 140 Whittington Parkway, Louisville, KY 40299, • 400 E Market Street Louisville, KY 40202 Ste. 200Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw Meet Our Team: Sophia Fischer – District Director and Chief Development Officer: • Time with NM: 9 years., • Prior Experience: Began her career with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the University of Louisville College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy., • Passionate About: Sophia enjoys spending time with her close family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working outside, hiking, and spending time on the farm. She also has an adventurous side and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.Cory Thorne – Financial Advisor and District Director (DTO):, • Time with NM: 16 years., • Prior Experience: Began his professional career with Northwestern Mutual as an intern during his junior year of college and has built his entire career within the organization., • Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.Anthony Mosley – Chief Recruiting Officer:, • Time with NM: 1 Year., • Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining Northwestern Mutual, Anthony worked with companies including Facebook, Congo Brands, and Aerotek., • Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun.Key Responsibilities: As a Financial Planner, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Mosely is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.

Job Description Hadley Energy Solutions is a growing family owned and operated commercial and industrial electrical contractor located in Louisville, KY. We have been in business over a decade. We are in search of an experienced estimator to help provide our customers with accurate quotes in a timely manner. We are looking for someone that is ambitious and wants to join a team that is looking to grow in the market. The position requires a minimum of 3 years estimating experience with a commercial electrical contractor. You must have experience with either Accubid, or EBM. Must be meticulous and thorough during the takeoff process. The estimator is required to be able to fully estimate a project from pre bid walk through to bid submittal to the customer. The estimator is required to hand off comprehensive information to management to ensure management best opportunity to install a successful project. BENEFITS OF WORKING WITH US • Joining a young and growing company with unlimited potential., • Health, Dental, Vision and Life Insurance plans for you and your family., • Paid time off is provided for vacation, sick days, and holidays., • 401(k) Savings Plan with company provided Financial Advisor., • Competitive Salary with opportunity for advancement., • Employees are eligible for annual pay increases and bonus., • You will be part of a team with a great reputation in the industry. WHAT YOU WILL DO • Provide a complete bid, by accurately collecting all information from Pre-Bid walkthrough to submitting to customer., • Request clarification and additional information during bid process., • Update costs as necessary based on new information and project scope changes., • Collect and analyze all project costs, including material, labor, equipment, and tooling to ensure estimates are accurate., • Identify and quantify potential cost uncertainties to ensure costing models capture the full range of potential costs., • Additional duties as assigned., • Have a positive attitude and contribute to a positive work environment. WHAT YOU NEED TO JOIN OUR TEAM • 3+ year's experience as a construction Estimator, primarily in the electrical field., • Electrical Experience in Construction Management, Architecture, engineering, or equivalent trade experience., • Ability to interact professionally and effectively with all levels of the organization, customers, contractors, and other business partners., • Experience using Excel, Word, and with project manager software., • Ability to prioritize and execute multiple tasks effectively with a proven track record of success in a busy, deadline-oriented environment., • Strong organizational, interpersonal and communication skills. Salary offered will be dependent on experience and qualifications. To learn more about Hadley Energy Solutions family visit our websites at www.Hadleyenergysolutions.com. Company DescriptionWe are a family owned and operated company. We have consistently improved our customer base. We perform all aspects of the electrical industry including healthcare, education, heavy and light industrial, and all other forms of commercial and industrial electrical and controls. We have recently invested in a new facility along with new project management/accounting software, and bidding software.We are a family owned and operated company. We have consistently improved our customer base. We perform all aspects of the electrical industry including healthcare, education, heavy and light industrial, and all other forms of commercial and industrial electrical and controls. We have recently invested in a new facility along with new project management/accounting software, and bidding software.

Job Description Job Title: Head of Sales Operations & Enablement Reports to: Chief Distribution Officer Direct reports: Sales Technology Administrator, Sales Enablement & Trainer Location: Remote or Louisville, KY preferred POSITION OVERVIEW The Head of Sales Operations & Enablement serves as the operational backbone of the revenue organization and Chief of Staff to the Head of Sales. This is a critical backfill hire responsible for building and maintaining the processes, systems, and infrastructure that allow the sales organization to scale - while managing leadership through KPIs and operational cadence. This role is designed for a builder. The ideal candidate has thrived in smaller, entrepreneurial company environments where they have created structure, process, and operational discipline from scratch. Candidates who have only operated inside large, structured organizations will not succeed here. WHAT YOU WILL OWN Sales Operations & Process • Build and maintain the sales operating rhythm - QBRs, pipeline reviews, forecast cadence, and field accountability structures, • Own CRM governance, pipeline stage discipline, and process compliance across the sales organization, • Drive consistency in sales execution across regions and advisor-facing teams, • Identify and eliminate operational bottlenecks that slow advisor productivity and revenue execution, • Partner with leadership on territory planning, headcount modeling, and capacity planning Chief of Staff - Leadership Management Through KPIs • Serve as Chief of Staff to the Head of Sales, owning the operational cadence that keeps leadership aligned and accountable, • Build and maintain the KPI dashboards and reporting infrastructure that allow the sales leader to manage the business by the numbers, • Run the leadership operating calendar - agenda management, cross-functional alignment, strategic project execution, and meeting discipline, • Act as proxy for the Head of Sales on operational and cross-functional matters, • Ensure leadership has clean, timely visibility into pipeline, production, advisor activity, and team performance Sales Enablement Strategy • Develop and execute the sales enablement strategy across onboarding, continuous learning, and field readiness, • Build and iterate on training programs covering products, positioning, systems, and sales methodology, • Partner with Sales Enablement & Trainer on program design and execution, • Align field messaging with marketing and product through launch readiness programs Cross-Functional Coordination • Serve as the central operational liaison between Sales, Marketing, Product, Operations, Compliance, and Technology, • Lead cross-functional initiative coordination and ensure field readiness on all product and process launches, • Own sales communications strategy and internal field engagement WHAT WE ARE LOOKING FOR Required • 7–12+ years in Sales Operations, Revenue Operations, Sales Enablement, or Commercial Strategy, • Demonstrated experience thriving in a small company or early-stage growth environment - this is non-negotiable, • Proven ability to build sales process, forecasting infrastructure, and KPI frameworks from the ground up, • Strong CRM and sales technology expertise; Salesforce experience strongly preferred, • Executive presence and communication skills - comfortable presenting to and managing senior leadership, • Strong analytical mindset combined with hands-on execution capability Preferred • Financial services, fintech, insurance, wealth management, or advisor distribution experience, • Experience serving in a Chief of Staff, Head of RevOps, or VP Sales Operations capacity, • Familiarity with Salesloft, Gong, and ZoomInfo ecosystems, • Track record managing KPI governance and leadership accountability structures The right candidate can point to a specific company where they joined with minimal structure and built the operational foundation that allowed the sales organization to scale. COMPENSATION Competitive base salary and performance bonus. Compensation commensurate with experience. Job Posted by ApplicantPro

Job Description Job Title: Sales Technology Administrator Reports to: Head of Sales Operations & Enablement Location: Remote or Louisville, KY preferred POSITION OVERVIEW The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale. This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment. WHAT YOU WILL OWN Salesforce Administration • Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation, • Maintain sales process governance and CRM data integrity across the full pipeline, • Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure, • Build and maintain KPI dashboards that support sales leadership and management accountability Sales Technology Stack Ownership • Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools, • Manage integrations and data flow between platforms to ensure clean, connected workflows, • Troubleshoot platform issues and coordinate vendor support when necessary, • Evaluate and recommend new tools and process improvements that drive seller efficiency Workflow Automation & Process Improvement • Build scalable automations that reduce manual work and improve the advisor and seller experience, • Identify and systematically resolve operational bottlenecks across platforms, • Support launch execution for new workflows, campaigns, and go-to-market initiatives Reporting, Training & Adoption • Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics, • Partner with FP&A and Sales Ops on reporting consistency and leadership visibility, • Drive platform adoption and best practices across the sales organization, • Create documentation, process guides, and deliver onboarding and ongoing system training for field users WHAT WE ARE LOOKING FOR Required • 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration, • Strong, hands-on Salesforce administration experience - must be able to build, not just manage, • Direct experience administering Salesloft and Gong, • Demonstrated experience with workflow automation and operational reporting, • Ability to problem-solve and execute independently without heavy oversight, • Comfort operating in evolving, entrepreneurial environments with limited structure Preferred • Salesforce Administrator certification, • Financial services, fintech, insurance, or wealth management experience, • Experience supporting advisor-facing or B2B distribution sales organizations, • Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems COMPENSATION Competitive base salary and performance bonus. Compensation commensurate with experience. Job Posted by ApplicantPro

Job Description Outside Sales Executive - Freight Forwarding Industry Are you a dynamic sales professional with a proven track record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful impact in global logistics! What we're looking for • Experienced Sales Leaders: 5+ years of freight forwarding sales / business development experience, • Industry Knowledge: A well-established book of business in international ocean, air, customs brokerage, and domestic trucking, • Proactive Go-Getters: A hunter mentality with a relentless drive to bring in new business opportunities What you'll earn • Base salary: $70,000-$100,000 annually based on experience and book of business, • Uncapped commission: Sky's the limit - your success directly impacts your earnings, • Car Allowance: $800 monthly, • Company cell phone & laptop: Stay connected and ready to close deals anytime, anywhere, • Expense account: Take your clients to lunch and build strong business relationships Perks you'll receive After successfully completing and passing a standard 90-day introductory period the employee is provided with the following benefits package. This includes: • Comprehensive Health Insurance: Medical, Dental & Vision for the individual, • Life & Accidental Insurance Coverage: For added security, • Generous PTO plan: 10 vacation, 7 personal, and 3 floating days, • 401k plan: With up to a 3% company match for your financial future, • Company Culture: Enjoy team outings, holiday parties & more What you'll do • Drive business growth: Generate new business through cold calling, on average 40 calls per day., • Build and maintain a customer base: Recognize freight forwarding opportunities and deliver tailored solutions., • Master the logistics industry: Partner with internal subject matter experts to master OEC Group's full suite of global shipping services., • Offer customized solutions: Consult clients on optimizing their supply chain using ocean, air, warehousing & distribution, LTL & FTL transportation, cargo insurance and customs brokerage., • Achieve & exceed goals: Hit monthly sales quotas and set new benchmarks for success., • Leverage cutting-edge tools: Utilize Sugar (CRM) to track client's information, manage your sales pipeline, and measure success using actionable KPIs., • Collaborate for success: Work closely with our sales support team to ensure quotes align with each client's requirements., • Be a trusted advisor: Conduct in-person meetings with existing and prospective clients in your designated territory, strengthening relationships and securing long-term business., • Stay competitive: Keep a pulse on global freight forwarding trends, ensuring our strategies align with industry shifts and emerging opportunities., • Work cross-culturally: Maintain open communication with departments and oversea offices to ensure seamless global logistics. Work Schedule Louisville Office: Monday - Friday | 9:00 am – 6:00 pm EST Qualifications • Freight forwarding sales experience, • Knowledge of Microsoft Office, • Reliable transportation required to drive to client meetings About OEC Group Established in 1981, OEC Group is a leading NVOCC freight forwarding company providing import/export logistics solutions worldwide. From ocean and air freight to warehousing, trucking, and customs brokerage, we deliver efficiency, reliability and innovation to our partners. Company Culture At OEC Group. we believe in a family-oriented, and growth-driven culture. We invest in our people, offering incredible career development and team-building experiences. Whether it's holiday gatherings, company outings, or professional networking, we cultivate an environment where success thrives. OEC Group is an Equal Opportunity Employer. #LI-Hybrid Powered by JazzHR PstJOFfVSc

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. At EY, our purpose is to shape the future. The insights and quality services we provide help build trust and confidence in the capital markets and economies all over the world. We develop outstanding leaders who are teamed to deliver our promises to all our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities. The Platforms Practice specializes in mission-critical, intelligent platforms for the world’s most ambitious organizations. Using our product-driven, AI-centric approach, we empower organizations to build for the intelligent digital future. Our elite team of product leaders, data scientists, designers, and software engineers enable our clients to solve their most complex product challenges and positively impact people and the world. Software engineers are problem solvers. While most have deep expertise in specific areas of the technology stack (front end, back end, data, security etc.), all are comfortable swimming across lanes. This is really important in delivering the product and platform outcomes that our customers expect. As a Senior Manager in Solution Architecture, you will be at the heart of our technology capability, driving the delivery of complex solutions that align with our strategic business objectives. You will manage budgets, oversee project delivery, and ensure performance outcomes while building and maintaining valuable client and commercial relationships. • Lead the delivery of technical solutions, ensuring quality and managing operational risks., • Engage actively in delivery leadership, project management, and client interactions across all project phases., • Travel frequently to meet client needs and project requirements., • Solve complex problems using proven methods and evaluative criteria., • Influence policy and procedural changes with potential broad business impact., • Provide direction and feedback to teams, contributing to performance evaluations and the hiring process., • Partner with customer technical leads, client executives, sales teams, and partners to manage and deliver successful cloud solution implementations – serving as a trusted advisor to decision‑makers while overseeing project scope, priorities, deliverables, risks, and timelines to ensure successful outcomes., • Own end-to-end architecture: from business requirements and conceptual design through delivery, production, and evolution., • Lead and influence engineering teams without direct authority; providing technical guidance and setting architectural standards, patterns, and guardrails., • Strive to be at the forefront of new modern technologies and bring them within the larger team., • Ensure the successful engineering delivery of assigned projects with hands‑on involvement as needed., • Work with the engineering team to package best practices and lessons learned into thought leadership and published assets., • Proven ability to manage and deliver complex solutions., • Strong focus on maintaining quality and navigating operational risks., • Capability to manage budgets and project delivery effectively., • Experience in building and managing client and commercial relationships., • Ability to travel as required for client engagements and project needs., • A Bachelor’s degree, with a preference for a Master’s degree., • A minimum of 5 to 7 years of relevant experience., • Proven experience architecting and delivering large-scale, highly distributed, cloud‑native systems on AWS, Azure, or GCP, including responsibility for architectural decisions, trade‑offs, and outcomes., • Strong background in software engineering, with hands‑on experience in at least two modern programming languages (e.g., Java, C#, JavaScript/TypeScript), and the ability to review, guide, and influence implementation quality., • Deep expertise in software architecture and design principles, including microservices, event‑driven systems, serverless, APIs, data architecture, scalability, resiliency, multi‑cloud, and security‑by‑design., • Experience designing and delivering AI/ML or LLM‑based business solutions in production environments., • Experience using AI‑native tools to accelerate software engineering outcomes., • Ability to communicate in written and spoken form with clients about business needs and translate that into a technical solution., • High quality organizational and leadership skills., • Outstanding consulting, communication, and presentation abilities., • Be passionate about delivering commercial software products and platforms to market., • Be deeply technical and constantly in a state of learning., • Have the ability to communicate clearly and efficiently with a variety of audiences including developers, clients, customers, partners and executives., • Be fearless in getting "hands‑on" with technology and execution., • Have a strong understanding of modern software engineering processes., • Have a deep understanding and interest in cloud and distributed systems architectures., • Be comfortable with ambiguity with a drive for clarity., • A strong ability to adapt to changing technology landscapes and stay ahead of industry trends., • Exceptional interpersonal skills to foster team collaboration and client trust., • A proactive approach to problem‑solving and decision‑making., • Experience in leading diverse teams in dynamic environments. We seek top performers with a blend of technical expertise and strategic business acumen. Candidates should be adaptive, proactive, and committed to driving innovative technology solutions that propel the business forward. Strong managerial skills and a continual desire to improve both technical and soft skills are essential to meet the evolving demands of the industry. At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $151,500 to $346,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $181,800 to $393,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options., • Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year., • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being. EY accepts applications for this position on an on‑going basis. EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. #J-18808-Ljbffr

The Principal Anaplan Solutions Architect works with user groups to solve business problems with available technology including hardware, software, databases, and peripherals. The Principal Anaplan Solutions Architect provides strategic advice and guidance to functional team(s). Highly skilled with broad, advanced technical experience. The Principal Anaplan Solutions Architect works with user groups to solve business problems with available technology including hardware, software, databases, and peripherals. The Principal Anaplan Solutions Architect provides strategic advice and guidance to functional team(s). Highly skilled with broad, advanced technical experience. The Principal Anaplan Solution Architect will serve as a key partner to both Finance and HR, ensuring that Anaplan is leveraged to its fullest potential while aligning with enterprise architecture, data governance, and strategic planning goals. They will translate business needs into technical systems solutions. Integrates hardware, software and network interfaces to form a system. Advises executives to develop functional strategies (often segment specific) on matters of significance. Exercises independent judgment and decision making on complex issues regarding job duties and related tasks, and works under minimal supervision, Uses independent judgment requiring analysis of variable factors and determining the best course of action. • Own the end-to-end Anaplan solution architecture across Workforce Planning and Workforce Management domains, • Operates at a strategic level, responsible for setting the overall architectural vision and standards for Anaplan across the organization., • Serves as the subject matter expert and key advisor for complex, enterprise-wide Anaplan implementations and integrations., • Subject matter expert in modeling frameworks, governance, and best practices, mentoring Lead Architects and other team members., • Engages in strategic planning, platform optimization, and alignment with broader enterprise architecture initiatives., • Lead the design and implementation of Anaplan modules for:, • Finance: Headcount cost modeling, compensation planning, forecasting, scenario analysis., • HR: Position management, hiring plans, attrition modeling, workforce analytics., • Oversee Architect and maintain integration strategies with enterprise systems (e.g., Workday, SAP, Oracle, Snowflake) and ensure seamless data flow across platforms., • Subject matter expert on Anaplan security models, user roles, and access controls across domains., • Lead and mentor offshore and cross-functional teams in model development, testing, and deployment., • Establish, develop and maintain reporting and dashboard solutions using Anaplan and complementary tools (e.g., Power BI, Tableau)., • Serve as a strategic SME to Finance and HR leadership, helping shape the enterprise planning roadmap., • Act as a cross-functional bridge between IT, Finance, and HR, ensuring alignment of planning tools with business strategy., • Contribute to the enterprise technology roadmap by evaluating emerging trends in workforce planning, predictive analytics, and EPM platforms., • Promote continuous improvement by identifying inefficiencies, proposing enhancements, and driving innovation across planning processes., • Ensure compliance with data privacy, security, and governance standards (e.g., GDPR, HIPAA, SOX)., • Lead management efforts to drive adoption of new planning capabilities and tools., • 10+ years of experience in Anaplan, including model building, architecture, ALM, and security configuration., • Proven experience supporting both Finance and HR domains in a planning or analytics capacity., • Strong understanding of financial planning, workforce management, and organizational design., • Experience with enterprise systems such as Workday, SAP, Oracle, and Snowflake., • Hands-on experience with integration tools (e.g., Oracle OIC, Informatica, MuleSoft, Anaplan Connect, APIs)., • Proficiency in data visualization and reporting tools (e.g., Power BI, Tableau)., • Expertise with predictive modeling tools and techniques (e.g., Python, R, Azure ML)., • Excellent communication and stakeholder engagement skills, with the ability to influence across business and IT., • Anaplan Solution Architect or Master Anaplanner certification., • Experience with other EPM platforms (e.g., Oracle PBCS, Oracle EPM, Adaptive Insights, SAP BPC)., • Background in enterprise architecture, data strategy, or IT business analysis., • Experience working in agile delivery environments and managing product backlogs., • WAH requirements: Must have the ability to provide a high speed DSL or cable modem for a home office. Associates or contractors who live and work from home in the state of California will be provided payment for their internet expense., • A minimum standard speed for optimal performance of 25x10 (25mpbs download x 10mpbs upload) is required., • Satellite and Wireless Internet service is NOT allowed for this role., • A dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information. Work at Home Requirements: To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. In certain roles, the minimum recommended internet speed required by Humana may not be sufficient for business needs. Humana reserves the right to require associates to upgrade their internet service if necessary. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information. Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. 40 The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. • $172,200 - $236,900 per year, • This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance., • medical, dental and vision benefits, • 401(k) retirement savings plan, • time off (including paid time off, company and personal holidays, paid parental and caregiver leave), • short-term and long-term disability, • life insurance, • many other opportunities About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com an d at CenterWell.com. It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. #J-18808-Ljbffr

Job Description Be the Face of Our Business! Counter Sales Associate at Plumbers Supply Co – Clarksville, IN! Are you a customer-focused professional with a passion for sales and a knack for providing expert solutions? Plumbers Supply Co, a reputable family-owned business with over a century of service, is looking for a dynamic Counter Sales Associate to be a key member of our Clarksville Indiana branch. If you thrive on helping customers and want to build a career with a stable and respected company, we want to talk to you! YOUR OPPORTUNITY TO SHINE IN CLARKSVILLE: At Plumbers Supply Co, our success is built on a foundation of exceptional service and a supportive team environment. We are deeply committed to our customers and to each other. As the first point of contact at our counter, you are not just a salesperson; you are a trusted advisor and a vital part of our continued success in the community. ARE YOU THE CUSTOMER-FOCUSED PRO WE'RE LOOKING FOR? You're passionate about: Directly assisting customers with their plumbing needs, providing knowledgeable advice, and ensuring they leave with the right solution every time. You're energized by: A fast-paced, customer-centric environment where you can build relationships and solve problems on the fly. You thrive on: Constant customer interaction and are dedicated to delivering a level of service that turns first-time visitors into lifelong clients. YOUR KEY ROLE AS A TRUSTED ADVISOR: As our Counter Sales Associate, you'll be the expert our customers rely on. Your daily impact will include: Customer Engagement: Promptly and courteously greet and assist all walk-in and telephone customers, providing a welcoming and professional experience. Solution-Based Selling: Utilize your technical knowledge to confidently recommend and sell plumbing products that perfectly meet customer requirements. Operational Excellence: Efficiently and accurately process all customer orders, quotes, and returns. Logistical Support: Diligently monitor shipment schedules to ensure timely delivery of products and expedite orders as necessary to meet customer deadlines. Product Expertise: Serve as a go-to resource, providing detailed product information, suggesting alternatives, and offering technical support to enhance customer satisfaction and build trust. Professional Representation: Maintain a professional appearance and demeanor at all times, reflecting the high standards of Plumbers Supply Co WHAT YOU BRING TO OUR CLARKSVILLE TEAM (ESSENTIALS FOR SUCCESS): High School Diploma or GED Equivalent. A minimum of 2 years of experience in a similar sales or customer service position is preferred. A highly motivated, competitive spirit, and a strong drive to excel in a sales-focused role. Excellent verbal and written communication skills to clearly interact with customers and team members. The ability to thrive and take initiative in a fast-paced, self-directed customer service environment. The physical ability to routinely lift up to 50 lbs and stand for up to 8 hours daily. THE PLUMBERS SUPPLY CO ADVANTAGE: REWARDS & SUPPORT: We believe in taking care of our team. Plumbers Supply Co offers a competitive salary and a comprehensive benefits package designed for your well-being and future: Competitive Pay Excellent Health Coverage: Medical, dental, and vision insurance. Generous Time Off: 10 paid holidays plus paid vacation and sick time). Peace of Mind: Life and disability insurance. Focus on Wellbeing: A robust wellness program with exciting incentives. Secure Your Future: 401K with a company match. Financial Guidance: Support through our partnership with Cerity Partners. Ready to build your sales career with a company that values your contribution? Apply now! Powered by JazzHR Ec4xeDQ5Nd

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms. Top-Notch Benefits Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipSchedule, • Monday to FridayWork Location Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. Opening Summary: The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Louisville market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes. Primary Responsibilities: Client Acquisition & Pipeline Development: • Build and maintain a consistent pipeline of high-value client opportunities;, • Source opportunities through CPA partners, networks, and referrals;, • Drive opportunities from introduction to close;, • Maintain CRM discipline. CPA Partner Activation: • Develop relationships with CPA partner firms;, • Translate relationships into referrals;, • Establish consistent engagement cadence;, • Position Choreo as a strategic partner. Client Leadership & Conversion: • Lead high-conviction conversations;, • Diagnose complex needs;, • Deliver wealth strategies;, • Close and onboard new clients. Integrated Solution Delivery: • Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations. Market Development: • Establish presence in Louisville;, • Build COI relationships;, • Expand local brand visibility. Basic Qualifications: • Bachelor's degree required., • 10+ years of experience in wealth management or advisory., • Proven ability to originate and close business., • Experience with CPA or professional services networks., • Strong financial planning expertise., • CRM experience. Preferred Skills: • CFP, CFA, CPA preferred., • Existing Louisville network is strongly preferred., • Experience scaling a market., • Strong HNW client experience. Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: • Competitive salary and bonus plan, • Competitive medical, dental, and vision plans, • Basic life and disability coverage, • 401(k) matching program, • Financial support for approved designations and courses, • Technical, leadership, sales training opportunities, • Unlimited, discretionary time off, • Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Job DescriptionDescription: Position Summary: The Regional Director of Operations (RDO), reporting directly to the Divisional Director of Operations, provides strategic operational leadership to assigned senior living communities. The RDO is responsible for driving performance outcomes, strengthening community leadership teams, ensuring regulatory compliance, optimizing financial operations, and upholding the organization’s standards for resident experience and service excellence. This role serves as a key resource and advisor to Executive Directors, supporting efficient operations, high-quality service delivery, and long-term community success. This role requires frequent weekly travel across assigned communities and includes an auto and phone allowance. Why Work for Cedarhurst: • At Cedarhurst, our core values guide how we work together and how we care for those we serve. We expect every team member to be passionate, trustworthy, empathetic, positive, respectful, and approachable. Being part of Cedarhurst means making a meaningful difference every day., • We believe our team is our greatest strength. That’s why we invest in comprehensive training, as well as opportunities for both personal and professional growth. We’re committed to promoting from within and supporting team members who want to build their careers with us., • Cedarhurst offers a competitive benefits package, including medical insurance, life insurance, long-term disability coverage, and a 401(k) plan with company match (after one year of service) for eligible employees., • Work that makes a difference in the lives of our residents and community, • Access to our St. Louis Home Office, which includes an on-site gym with brand new equipment, personal training, group classes, and stretching sessions (for visiting or office-based team members), • Catered lunches and regular team events at our Home Office, • Auto and phone allowance to support you in a mobile, travel-based role, • Meaningful opportunities to build relationships with residents, families, and team members across multiple communities Essential Duties: The following duties are normal for this position. This list is not to be construed as exclusive or all-inclusive. Other duties may be required and assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • Assist Executive Directors in assigned communities with development of their management teams, including interviewing, hiring, training, and coaching/counseling., • Support Executive Directors in meeting or exceeding budgeted occupancy goals by ensuring communities are always tour-ready, completing post-tour follow-ups, and holding the Director of Sales accountable., • Oversee each community’s satisfaction survey process and partner with Executive Directors to achieve the highest possible satisfaction levels., • Ensure regulatory compliance and confirm each community remains in compliance with all federal, state, and local regulations., • Conduct monthly budget variance reviews with each community., • Review each community’s spend-down sheet/DOMO report at least once weekly and communicate variances and resolutions to the DDO in a timely manner., • Conduct routine community visits and use site visit checklists. Conduct timely follow-up with the Executive Director and/or other department heads to make sure deficiencies are addressed, working with other departments as needed., • Oversee open positions in each assigned community. Ensure each department leader is filling their open positions in a timely manner and with the right candidates. Monitor time-to-fill data and turnover rates in each assigned community., • Conduct onboarding and orientation with new Executive Directors thoroughly ensuring that their onboarding experience is positive and informational. Conduct follow-up training when needed., • Provide leadership consistent with key servant-leadership principles, including effective listening, empathy, awareness, and persuasion., • Ensure that all Executive Directors are following the communication expectations policy, while also adhering to the policy themselves., • Educate Executive Directors on using DOMO and related systems to identify opportunities early and implement effective solutions., • Perform conflict intervention and resolution for customers, families, employees, and other impacted parties while practicing company mission and core values., • Travel as needed, up to four (4) days per week; overnight travel may be required., • Other duties as assigned. Qualifications, Education and/or Experience: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. • Bachelor’s degree in business administration or a related field, OR 9+ years of relevant operational leadership experience., • Applicable state licensure or certification as required., • Minimum of five (5) years of senior housing operations experience with proven leadership and organizational skills., • Experience supervising Executive Directors and providing operational direction across multiple communities., • Must possess clear knowledge of assisted living, memory care, and independent living regulations in all states within the assigned region., • Strong understanding of department functions within senior living communities, including housekeeping, resident care, maintenance, dietary, and business office operations., • Excellent communication and interpersonal skills, with the ability to build relationships and work effectively with older adults., • Demonstrated experience in staffing, team development, and retention., • Ability to remain calm in stressful situations, adapt to frequent interruptions, and manage multiple tasks., • Strong respect for resident rights, confidentiality, and high service standards., • Exceptional organizational and project-management skills; self-starter with strong attention to detail., • Strong analytical skills and sound judgment aligned with the company’s mission, values, and safety priorities., • High level of customer service, hospitality, curiosity, and professionalism when interacting with residents, families, employees, and visitors., • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), internet browsers (Chrome, Edge, Internet Explorer), Welcome Home CRM, and electronic medical record platforms. Working Conditions: As part of The Dover Company’s commitment to providing outstanding care and support, the company ensures that staff work under conditions that prioritize safety, collaboration, and professional growth. The conditions listed below define the experience of working in the Home Office or remotely. • This position may need to walk or stand for extended periods and move throughout the community, resident apartments, and other areas of the community., • While performing the duties of this job, the employee may occasionally be required to stoop, kneel, crouch, or crawl, as well as climb or balance., • While performing the duties of this job, the employee is required to communicate effectively and identify/interpret written information., • This position may need to lift up to fifty (50) pounds independently, and up to two hundred (200) pounds with assistance., • Individuals in this position are required to follow all infection prevention and control protocols, including the use of personal protective equipment (PPE) when necessary, to ensure the health and safety of residents, staff, and visitors., • This role involves actively participating in all staff activities aimed at fostering teamwork, unity, and morale. The individual will contribute as a collaborative team player, working alongside colleagues to create a supportive and cohesive work environment., • Individuals in this position are required to stay current on all training and ongoing education initiatives. They are expected to actively pursue self-improvement and embrace opportunities for continuous learning to enhance their skills and knowledge. We are an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, we will provide reasonable accommodations to qualified individuals with disabilities and encourage prospective employees and incumbents to discuss potential accommodations with the employer. Cedarhurst considers the health and safety of its residents, family members, and team members as its highest priorities. All offers of employment are contingent upon the successful completion of a background check and drug screening, participation in required health assessments (such as TB testing or physical evaluations), and the use of designated personal protective equipment (PPE) as required by company policy and applicable law. FOR THIS TYPE OF EMPLOYMENT STATE LAW REQUIRES A CRIMINAL RECORD CHECK AS A CONDITION OF EMPLOYMENT. Requirements:

Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings., • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office., • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports., • Opens new client accounts and researches client and security information using internal databases and other technologies., • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion., • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients., • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor., • Creates and maintains records and files utilizing Client Relationship Management (CRM) software., • Assists Financial Advisors with marketing efforts including seminars and other client-facing events., • May enter orders at the direction of the Financial Advisor., • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures., • Performs other duties and responsibilities as assigned. Knowledge of Company's working structure, policies, mission, and strategies. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Skill in Client Relationship Management (CRM) software, or similar contact management software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. High School (HS) (Required) Work Experience General Experience - 0 to 3 months Certifications Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Cornerstone Senior Account Manager, Strategic Accounts The Cornerstone Senior Account Manager, Strategic Accounts owns the overall relationship and revenue growth within a book of Cornerstone's largest, most complex enterprise clients. This is a quota-carrying role with a blended mandate: 85% expansion within the existing client base and 15% net-new logo acquisition. The Account Manager pairs deep account stewardship with an active hunting mindset - proactively identifying and closing new opportunities within their accounts, not just managing renewals. The successful candidate will partner closely with Sales leadership, Customer Excellence, Customer Engagement, and Customer Support, while serving as the client's primary strategic, commercial, and executive relationship owner. In this role you will... Own a book of strategic enterprise accounts, carrying a quota split ~85% expansion/cross-sell and 15% net-new development. Own and cultivate C-level relationships (CHRO, CFO, CIO, etc.) as the primary trusted advisor and executive escalation point. Hunt for whitespace within accounts - new business units, subsidiaries, or use cases not yet leveraging Cornerstone. Expand Cornerstone's footprint across products (learning, performance, talent acquisition, AI-driven workforce solutions). Build and execute strategic account plans mapping org structure, executive stakeholders, budget cycles, and competitive exposure. Drive and defend renewals, protecting and growing ARR. Lead discovery workshops and executive business reviews that position Cornerstone against competitors. Manage and forecast a pipeline of expansion and net-new opportunities across Commit, Probable, and Upside stages. Maintain account intelligence - org charts, sponsor mapping, competitive landscape, renewal timing - to inform strategy and forecasting. Travel regularly for in-person executive engagement, including QBRs, briefings, and on-site strategy sessions. You've got what it takes if you have... 5+ years in strategic account management or enterprise sales, with a quota track record spanning both expansion and new business. Demonstrated success building and owning C-level relationships, not just practitioner-level ones. Proven success hunting new opportunities within an existing client base. Ability to build and execute account plans for complex, matrixed organizations. A consultative approach - diagnosing business needs and mapping them to multi-product solutions. Strong forecasting discipline in a metrics-driven environment. Excellent discovery, negotiation, and closing skills. Willingness to travel regularly for executive relationship-building and on-site engagement. Extra Dose of Awesomeness if you have... Experience selling into large, matrixed enterprises (healthcare, financial services, retail, or similar). Familiarity with AI-driven workforce/talent solutions and the competitive landscape (Workday, SAP SuccessFactors, Docebo, ServiceNow). An existing network of C-level relationships in healthcare, life sciences, or another relevant vertical. Equal Employment Opportunity has been, and will continue to be, a fundamental commitment at Cornerstone OnDemand. All qualified applicants are given consideration regardless of race, color, gender, age, sexual orientation, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable Federal, State, or Local fair employment laws. If you have a disability or special need that requires accommodation, please contact us at careers@csod.com

At Baird, youll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. Youll be at the heart of the client experiencecoordinating onboarding, managing communications, supporting acco Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Operations, Business Services

The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the real estate transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets, primarily in Texas and St. Louis. The ideal candidate will be able to work in Central time zone. Responsibilities: + Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. + Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. + Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience: + Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required Competencies: To perform the job successfully, an individual should demonstrate the following competencies: + Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + People first approach - keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + Technical - ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools. + Analytical Thinking & Transaction Accuracy - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity.· + Process Management - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing. + Partnership/Collaboration -the individual remains open to others' ideas and exhibits willingness to try new things. + Oral/Written Communication -the individual speaks clearly and persuasively in any situation to clearly advise and resolve any issues. + Quality Assurance -the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + Adaptability -the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. + Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information & support. Anywhere is proud to offer a comprehensive benefits package to our employees including: + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays , Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Coldwell Banker® (https://www.coldwellbanker.com/) is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (http://www.anywhere.re/) (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate (https://www.bhgre.com/) , Century 21® (https://www.century21.com/) , Coldwell Banker® (https://www.coldwellbanker.com/) , Coldwell Banker Commercial® (https://www.cbcworldwide.com/) , Corcoran® (https://www.corcoran.com/) , ERA® (https://www.era.com/) , and Sotheby's International Realty® (https://www.sothebysrealty.com/eng) , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone's next move - your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (https://anywhere.re/wp-content/uploads/2025/03/2024-Impact-Report.pdf) . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Asset Management Group Development Program Analyst/Associate within PNC's Asset Management Group organization, you will be based in a location based on business need. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description By joining one of PNC's Development Programs, you can explore your potential through hands-on experience in a professional environment. This is an excellent opportunity to begin exploring your career goals, in addition to growing your skills in key areas. The goal of PNC's Development Programs is to move analysts from development roles into production roles in one of PNC's lines of business. PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, our Investment Office, and PNC Private Bank. AMG works with individual, nonprofit, and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The AMG Development Program is a comprehensive, interactive program that will prepare you to cultivate relationships with clients and assume key client facing roles and/or prepare you for a role supporting the investment management businesses within the Asset Management Group. The 2-year program provides opportunity to learn the business through an extensive mix of classroom training and on the job learning while gaining visibility among the firm's senior leadership. PNC Private Bank: PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist + Institutional Asset Management (IAM ) : PNCInstitutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits,governmentsand other institutional investors for over 75 years. IAM's local\regional based service teams provide our clients with customized solutions to help achieve their mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Retirement Plan Advisors and Portfolio Management & Analytics teams. + Investment Office: The Asset Management Group Investment Office is an extension of our dedicated investment team. Working with Investment Advisors, our deep bench of investment professionalsprovidein-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Geographic flexibility is important to your success in this program. Opportunities are available throughout PNC's footprint. Analysts entering the Asset Management Group Development Program will be in a client facing and sales supporting role. Learn more about PNC's Development Programs on www.pnc.jobs/students . Job Profile : Participates as an analyst in the line of business development program. + Performs orassiststhe core activities of the group by applying knowledge learned to drive business results (e.g.,deal, sales, or process support, internal or externalclientinteraction, orsupporting internal projects).Works undersupervision andmay have limited approval and/or exception authority. + Participates in social learning within the organization (e.g.,identifiesand networks with business representatives and peers,participatesin mentoring, jobshadowingand community outreach). + Participates in formal learning (e.g.,classroom, web-based, or virtual) and completes related activities and projects. + Supports the internal and externalclientexperience byalways providing excellent service; takes accountability and ensures problem resolution. Required Education and Experience : + Preferred business relevant majors (e.g.,Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics,Engineering,Actuarial Sciences),MinimumGPA 3.2. + Roles at this level are filled by recent university / college graduates with little or no professionalexperience butpossessingrelevant skills.Includes individuals joining the organization through a corporate development/training program. PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/CampusRecruitment2019_Open%20Caption.mp4) . Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Competencies Accuracy and Attention to Detail, Analytical Thinking, Business Acumen, Effective Communications, Flexibility and Adaptability, Information Capture, Products and Services, Project Management, Self-Directed Growth and Development Work Experience Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $39,100.00 - $126,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 08/03/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC_CCPA_Privacy_Disclosure_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Investment Products Consultant The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management. The Investment Products Consultant is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking information on mutual funds and ETFs available across the platform and assists with the day-to-day management of multiple solutions. The Consultant will work with various areas of the firm to develop guidelines, tools, and best practices in support of the business, and will also incorporate external and internal feedback to ensure our Clients and Financial Advisors have the appropriate resources at their disposal. The Investment Products Consultant will help execute on the risk-managed growth strategy of mutual funds and ETFs offerings used by clients of Baird as well as the broader ecosystem within Private Wealth Management. The candidate that fills this role will work alongside the Investment Products Manager and will also be responsible for partnering across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs) that support the organic and acquisitive growth strategies of the business, as effective collaboration is key to driving progress across IS&C's strategic priorities: • Clients Deliver solutions aligned with Baird's Wealth Management Experience. Branch Network Increase scale and productivity while ensuring branch associates have adopted relevant and widely-utilized solutions in their practices., • Baird PWM Collaborate to drive sustainable PWM growth while helping to manage firm risk. By forging strong relationships with Baird Financial Advisors ("FAs"), the Investment Products Consultant will be expected to be a true partner in the delivery of great client outcomes. In addition to partnering with internal teams, the Investment Products Consultant will work with Financial Advisors and Client Specialists delivering expert knowledge on advice specific to mutual funds & ETFs, solutions and strategies, allowing the implementation of informed decision making. The Impact You'll Make: • Serve as subject matter expert to Financial Advisors and Branch Associates to articulate information on mutual funds and ETFs, • Consult with Financial Advisors and Client Specialists to evaluate clients' needs while navigating investment solutions including elements of financial planning, • Serve as a liaison between internal and external partners to ensure alignment with procedures and policies including but not limited to compliance, supervision and operations, • Maintain internal and external relationships and retain an in-depth familiarity with the investment products platform in support of Baird Financial Advisors and Portfolio Managers, • Play a key role in coordinating and executing policy decisions as well as the ongoing platform maintenance that is required to ensure compliance with REG BI policies, including but not limited to, an annual mutual fund and ETF investment product rationalization, • Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives, • Stay informed of industry and regulatory developments to help identify and address gaps within the investment products platform specific to mutual funds and ETFS, • Develop and deliver educational content that is relevant to Investment products specific to mutual funds and ETFs, • Proactively develop ideas and initiatives to sustainably grow the investment products platform, • Enhance internal processes to make investment products' processes efficient and scalable, • Effectively partner on broader initiatives to grow, support and evolve the investment products platform, • Occasional travel is required for advisor/branch education and industry symposium education events, • Perform other duties as assigned by Investment Products Manager What You'll Bring To Baird: • Bachelor's Degree and 5+ years of relevant professional experience in the financial services industry required, • SIE, Series 7 & 66 licensed required within 12 months of start date, • Ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, ValueOne, Morningstar, etc.), • Exceptional client service skills including both written and verbal, • The candidate will have the opportunity to work with all levels of associates and management, including technical topics to Financial Advisors individually and in a group setting, • Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint), • Strong organizational skills ability to prioritize and manage multiple tasks simultaneously, • Ability to act as a team player, assisting others in the department, when necessary, is mandatory, • Possesses a high attention to detail, • Strong analytical skills and research skills Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job! Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! The Private & Professional Banking Officer is responsible for providing quality customer service to Private Banking clients while proactively assisting them with their financial needs through the delivery of banking services. Acts as a financial advisor dedicated to building long-term full relationships while tailoring financial solutions to meet client goals and objectives. This position has production and growth goals for high end personal mortgage loans, Investment CRE loans, Owner Occupied CRE and C & I loans, and personal and business deposits. Targeted clients will be high net worth / income individuals, company executives, business owners & self- employed borrowers, and professional firms. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Minimum Qualifications: • 5 years' experience in commercial and retail lending or equivalent experience required., • Minimum of 5 years' previous sales experience required., • Demonstrated proficiency in Microsoft Office (Word, Excel, and Outlook) required., • NMLS registration may be required* Essential Job Functions and Responsibilities: • Manage individual portfolio of loans and deposits for retention & growth by managing maturities, delinquency, charge offs, deficiency tracking and performing annual credit reviews and renewals/extensions and modifications., • Manage commercial banking relationships, including analyzing business financials, having a detailed understanding of the business and their income statement and balance sheet., • Responsible for selling commercial and retail bank products/services that are more complex with a focus on High-Net-Worth Clients, Medical Professionals and small to medium size businesses with the expectation of growing our CRE, C&I and Retail Loan Portfolio's as well as production of Secondary Market Loans., • Responsible for selling all Retail and Treasury Management deposit products and obtain deposit growth and fee income for the bank, including credit card and merchant services., • Act as the bank's agent with respect to advising the client as to proper loan structure., • Participate in community affairs to increase the Bank's visibility and enhance new business development opportunities., • Responsible for establishing and maintaining consistent referral sources and tracking all sales calls in Salesforce., • Retain existing client base through regular calling/ entertainment initiatives to strengthen relationship with the bank., • Solicit sales from new and existing clients through individual business development efforts. Negotiate, structure, price, document, and close transactions of small to moderate complexity with minimal guidance with terms acceptable to the Bank and client even when goals conflict., • Learn the credit culture of Republic Bank in order to present appropriate credits for approval. Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required., • Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization. Willingly perform all other duties and projects as assigned. Interpersonal Skills and Competencies Required: • Excellent verbal and written communications skills; required for effective interactions with clients to meet financial investment objectives and/or resolve problems or complaints., • Must have the ability to negotiate, structure, price, document, and close transactions of small to moderate complexity with minimal guidance with terms acceptable to the bank and client even when goals conflict., • Must be self-motivated and work well in a team environment., • Requires a high energy level and strong sense of urgency., • Must be well organized and able to multi-task. Physical Requirements: • While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear., • The associate frequently is required to stand or walk., • The associate is occasionally required to reach with hands and arms., • The associate must occasionally lift and/or move 10 pounds., • Specific vision abilities required by this position include close vision, and distance vision., • The noise level in the work environment is usually moderate. Other Requirements: • Travel between Republic Banking facilities may be required including occasional out of town travel., • Flexible work schedule may include some evenings, weekends and/or overtime., • Stay abreast of new developments, best practices, and statutory and regulatory changes., • *This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations as defined by the SAFE Act must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in corrective counseling up to termination of employment.

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you. The Public Safety Account Executive will be responsible for strategic relationship management and development to drive revenue growth for an assigned book of business targeting State and Local Government, Law Enforcement, and Public Safety agencies. This is not a traditional sales role; it is a strategic consulting position for a creative problem-solver. In this role, you won't just be selling a productoften, your public sector customers already want the solution. Your challenge is to act as a trusted partner to help them navigate the complex path to procurement. You will identify agency-specific problems, map our solutions to those needs, and strategically engineer the financial and budgetary pathways (grants, budget cycles, creative funding) required to get the deal across the finish line. This role demands a curious, hungry, and strategic thinker capable of navigating complex government landscapes and funding mechanisms. This position is based in Louisville (hybrid TuesdayThursday); however, remote work may be considered for the right candidate What You'll Do: • Develop and execute strategic account plans to drive revenue growth., • Build and maintain strong relationships with key decision-makers and influencers within assigned accounts., • Proactively identify and address Customer needs, providing timely and effective solutions to maximize value to the Customer., • Conduct annual business reviews identifying opportunities, fostering a collaborative relationship with the Customer to position the business as a trusted partner/advisor., • Develop and Manage sales pipeline, ensuring accurate forecasting and timely progression of deals., • Respond to customer inquiries, proposals, and RFPs, showcasing our value proposition and competitive advantage., • Negotiate contracts and pricing, ensuring alignment with company policies and profitability targets., • Collaborate effectively with internal stakeholders to deliver exceptional customer experiences., • Stay informed of industry trends and competitive developments What Experience You Need : • BS or BA in Business Administration, Communications, or related field, or equivalent experience., • 510 years of experience with 3+ years in solution-based sales. While a Public Safety or Law Enforcement background is preferred, we value a proven track record in customer-facing or service-oriented roles and will consider a combination of experience for the right candidate., • Proven ability to "think outside the box" regarding deal structure. Experience helping clients find money, navigate budget constraints, or structure deals creatively to align with available funding., • Demonstrated a strong commitment to putting customers first, with 5+ years of experience in actively listening to the voice of the customer to drive solutions and enhance client satisfaction, • Our ideal candidate brings 2+ years of experience navigating the State and Local Law Enforcement market. While we would love to see a background in Data or SaaS solutions, we are primarily looking for a proven leader who understands the unique procurement cycles of public safety., • Proficient in CRM software (Salesforce) and G-Suite., • Ability to travel up to 50% What could set you apart: • B2B Sales experience selling software-as-a service solutions. Strong plus if you have experience selling to the government and/or public sector., • Successful experience in working within matrixed organization across functional groups upon whom the incumbent will depend for continuous, creative and effective market programs, • Strong executive presence, with proven experience communicating with C-suite executives, • Proven track record of success in account management or sales, • Strong understanding of consultative selling methodologies and ability to articulate value propositions., • Excellent communication, presentation, and interpersonal skills; ability to build rapport at all levels., • Experience in law enforcement, public safety or similar industry profession, • Understanding of government procurement process, • Strong organizational and customer management skills, • Proven willingness and ability to assume ownership of accounts, • Proven willingness and ability to make positive contributions in a team environment, • Ability to work independently and as part of a team, managing multiple priorities effectively., • Passion for exceeding expectations. Equifax is required by law to include a good-faith salary range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current range is $86,000 to $105,000. This position is also eligible for our incentive compensation program at approximately 40%. The application window is anticipated to close on June 12, 2026. This date is a good faith estimate only and may be modified where necessary. We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks. Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference! Primary Location: USA-KY-LouisvilleUSA-Georgia-Remote, USA-Kentucky-Remote, USA-Missouri-Remote Function: Sales and Account Management Schedule: Full time

Position Summary We are seeking an experienced Senior Manager to lead delivery, drive quality, and serve as a trusted advisor to clients navigating the public company Securities and Exchange Commission (SEC) reporting environment. This role is critical to ensuring we deliver a consistent, high-quality outsourced SEC reporting service. Recruiting for this role ends on 8/23/2027 Work you’ll do The Senior Manager will operate at the center of our engagements, acting as the primary point of contact for clients while coordinating across internal teams to drive efficient, scalable delivery. Lead delivery of complex SEC reporting engagements, including preparation and delivery of Forms 10-K, 10-Q and 8-K and advise clients on matters related to SEC reporting and compliance mattersServe as the primary day-to-day point of contact across engagements, collaborating with the client and monitoring team progress to ensure alignment with work programs and professional standardsEnsure high-quality, timely, and consistent delivery aligned with client expectations and deadlinesProactively manage risks and resolve issues across engagementsDemonstrate the value of the outsourced model through strong execution and client experienceCoordinate across internal teams to ensure appropriate resourcing and leverageCoordinate with Deloitte’s SEC services group to ensure proper quality control is applied and reviews are performed to each engagementDrive consistency and scalability in delivery processesEstablish best practices for engagement management and executionSupport the build-out and maturation of the SEC Operate offeringLead proactive, transparent communication with clientsBuild strong, trusted relationships with client stakeholdersTranslate technical SEC reporting requirements into clear, actionable guidanceSupport business development efforts by bringing first-hand SEC reporting experience to client conversationsContribute to proposals and participate in client pitches A successful candidate would possess these skills: Ability to work independently and collaborate as part of a teamEffective written and verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong interpersonal skills and professional demeanorAbility to meet deadlinesAbility to mentor and provide clear guidance to others The teamOur team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit & Assurance services are focused on engagements related to independent External Audit services, Accounting, Controls & Reporting Advisory, and Specialized Assurance & Sustainability. We bring together the diverse skills and industry experience of our people, leading-edge technology, and a global network to deliver high-quality audits of financial statements and internal controls over financial reporting, along with assurance reports and valuable advice and insights across the corporate reporting landscape. Learn more about Deloitte Audit & Assurance. Qualifications: Required Bachelor’s degree in accounting or related fieldAdvanced degree in accounting or related field, active CPA licenseStrong knowledge of SEC reporting with experience as a SEC reporting director or manager or equivalent position; 3+ years of direct SEC experience plus 5+ years of public accounting or equivalent experience, ideally within a public accounting and/or advisory environment5+ years of experience in managing and supervising teamsStrong technical accounting and financial reporting background with strong knowledge of SEC reporting, US GAAP and SOX standardsProven ability to lead complex, multi-threaded projects with competing prioritiesExcellent communication, stakeholder management, and project leadership skillsYou should reside within a commutable distance of your assigned office with the ability to commute daily, if requiredYou can expect to co-locate, on average, 3 times a week with variations based on types of work/projects and client locationsAbility to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serveLimited immigration sponsorship may be available Preferred: Experience working within the Technology, Media and Telecommunication and/or Life Science industry preferredExperience with WorkivaKnowledge of common Enterprise Resource Planning (ERP) and accounting systems (i.e., Oracle, SAP, PeopleSoft, JD Edwards, Workday, NetSuite, Microsoft Dynamics 365). The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,475 - $269,875. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 355502 Job ID 355502 Audit and Assurance | Technical Accounting and Reporting AdvisorySame job available in 56 locations

Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior ManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:Craft and convey clear, impactful and engaging messages that tell a holistic story.Apply systems thinking to identify underlying problems and/or opportunities.Validate outcomes with clients, share alternative perspectives, and act on client feedback.Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.Deepen and evolve your expertise with a focus on staying relevant.Initiate open and honest coaching conversations at all levels.Make difficult decisions and take action to resolve issues hindering team effectiveness.Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.The OpportunityAs part of the Global Information Reporting team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.Responsibilities- Lead and manage large-scale projects to achieve successful outcomes- Innovate and streamline processes to enhance efficiency and effectiveness- Maintain exceptional standards of operational excellence in every activity- Interact with clients at a senior level to drive project success- Build trust with multi-level teams and stakeholders through open communication- Motivate and coach teams to solve complex problems- Serve as a strategic advisor, leveraging specialized knowledge and industry trends- Provide strategic input into the firm’s business strategiesWhat You Must Have- Bachelor's Degree in Accounting- 5 years of experience- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat Sets You Apart- In-depth knowledge of tax issues in multinational US banks- Proven record in managing project management teams- Proficiency in FATCA, 1441, FBAR compliance- Success in developing and sustaining client relationships- Proven ability to develop strategy and present cogently- Experience in leading teams and generating vision- Familiarity with CRM systems- Proficiency in automation and digitization in professional services- Success as a tax technical business advisorGenerateTravel RequirementsUp to 20%Job Posting End DateThe salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlinesSummaryLocation: NY-New York; NC-Raleigh; NC-Charlotte; IL-Chicago; OH-Cincinnati; OH-Cleveland; SC-Columbia; OH-Columbus; TX-Dallas; MD-Baltimore; VA-Richmond; NY-Rochester; IL-Rosemont; CA-Sacramento; MA-Boston; MO-St. Louis; UT-Salt Lake City; TX-San Antonio; CA-San Diego; CA-San Francisco; CA-Silicon Valley; SC-Spartanburg; NY-Albany; CT-Stamford; FL-Tampa; GA-Atlanta; OH-Toledo; TX-Austin; OK-Tulsa; DC-Washington; CO-Denver; IA-Des Moines; MI-Detroit; NY-Buffalo; NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX-Houston; MI-Grand Rapids; IN-Indianapolis; CA-Irvine; MO-Kansas City; NV-Las Vegas; AR-Little Rock; CA-Los Angeles; KY-Louisville; AL-Birmingham; AR-Fayetteville; NY-Melville; FL-Miami; WI-Milwaukee; MN-Minneapolis; VT-Montpelier; TN-Nashville; LA-New Orleans; US-Hybrid; OK-Oklahoma City; FL-Orlando; PA-Philadelphia; AZ-Phoenix; PA-Pittsburgh; OR-PortlandType: Full time

Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our teams use Deloitte's vast expertise to deliver lasting results for our clients. By working closely with CFOs, CIOs, and Business Unit leaders, we provide valuable business transformation and continuous support across various industries.If you're seeking an exciting career with plenty of opportunities, consider joining us at Deloitte. We work on projects involving Workday Financials, Supply Chain Management, Infor Solutions, Microsoft Dynamics, and Sustainability Technology and Strategy. With such a variety of areas to explore, you'll have the chance to make a real impact while growing in your career. Come be part of a team that values innovation and strives for excellence. Apply now and let's achieve great things together!Deloitte’s Emerging ERP Solutions-Workday teams are market leaders working with clients across industries to deliver transformational solutions optimized for their unique business needs.Recruiting for this role ends on 10/2/26.Work you’ll doAs a Workday Financials Manager, you will team with EERPS-Workday colleagues as well as members from the client team on comprehensive, large enterprise full-lifecycle Workdayl implementation initiatives supporting finance transformations utilizing Deloitte’s adaptive implementation approach - which emphasizes flexibility, integrated client involvement, and rapid delivery of value.Client Management: Manage day to day interactions with executive clients and sponsorsDelivery: Gain trusted advisor status with customers and client prospects by understanding their business and developing strategies with them to gain tangible benefits to the business using Workday and Deloitte solutions. May have oversight of multiple workstreams within a project, which includes providing guidance to individual workstreams to help with their overall progress, escalation of risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed, assisting with project management activities (or serving as project manager), ensuring deliverables are being developed and will be ready according to plan. Demonstrated experience as a senior resource defining systems strategy, overseeing the collection and documentation of business requirements, leading fit-gap analysis, as-is and to-be business process designs, conference room pilots (CRPs) functional configuration, testing, client user trainingBusiness Development: Develop and maintain contact with top decision makers at key clients; collaborate with pursuit teams; participate and lead aspects of the proposal development process Qualifications8+ years of consulting or industry experience8+ years of financials ERP project implementations with a minimum of 4 years of Workday Financials ERPFull lifecycle implementation experience on 6 or more projects from planning to go-liveBachelor’s degree or 8 years of equivalent professional experience implementing Workday FinancialsWorkday certification or successfully completing relevant Workday certification upon joiningAbility to travel up to 50% on average, based on the work you do and the clients and industries/sectors you serveLimited immigration sponsorship may be availablePreferredFunctional knowledge of financial processes and systemsDemonstrated experience leading the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training within large enterprise environmentsAdvanced degree in the area of specializationWages + SalaryThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,600 to $265,100.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.comInformation for applicants with a need for accommodation: #EPCORE #EERPFY27 Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 352918 Job ID 352918 Package and Technology Enablement | Package Functional TransformationSame job available in 60 locations

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.