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Job DescriptionWe are looking for an Audit Senior to join our team in Boston, Massachusetts. This role offers an exciting opportunity to work with a boutique firm that provides assurance, tax, and business advisory services to a diverse range of clients. As a trusted advisor, you will play a key role in delivering insightful financial analyses and ensuring compliance with regulatory standards while mentoring early-career team members. Responsibilities: • Conduct audit, review, and compilation procedures, including control testing, substantive testing, and analytical reviews, to evaluate the accuracy of financial data for privately-held businesses., • Oversee the planning, execution, and completion of audit and review engagements, ensuring adherence to budgets, timelines, and quality standards., • Apply a strong understanding of U.S. Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) to engagements., • Provide mentorship and guidance to early-career staff, fostering their growth and technical skills., • Build and maintain strong relationships with clients, ensuring clear communication and a high level of responsiveness., • Monitor industry trends and regulatory changes to ensure the firm's practices remain current and effective., • Support ongoing development by participating in training and knowledge-sharing initiatives. · CPA or obtain 150 credit hours for CPA eligibility. · Minimum 2 years of experience with a public accounting firm required; small or mid-market client experience is ideal · Excellent verbal and written communication skills, with a focus on client responsiveness. · Strong organizational and multitasking abilities. · Demonstrated teamwork and leadership skills. · Ability to excel both independently and collaboratively. · Detail-oriented with a commitment to accuracy and quality. · Outstanding analytical, organizational, and project management skills. · Proficient in Microsoft Office Applications. · Knowledge of CCH Axcess and Profx Engagement is a plus. Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

Job Description Location: Boston, Chicago or Florida Company Description Deerpath Capital is a leading direct lending investment firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees globally. Job Description This position will assist in the management of the compliance program’s policies, reporting and practices for Deerpath, a SEC registered investment advisor. Under the direction of the Compliance Director, the Compliance Manager will be responsible for applying compliance policies and procedures to business practices, documenting the assessment and testing of supervisory controls. The Compliance Manager will work with the compliance team to foster compliance related initiatives, maintain policies and procedures, monitor and create controls. Primary Responsibilities • Assist the Compliance Director with the overall management of the firm’s Compliance Program which consists of SEC compliance, state specific compliance and compliance in international jurisdictions, • Be knowledgeable about the company’s compliance policies stated in its Code of Ethics, Compliance Manual, AML/KYC policy and other policy documents and apply them on a daily basis, • Interact with the firm’s employees on all compliance related matters, • Monitor and create control systems to test internal policies, document results and recommend effective enhancements, • Maintain and review reports, logs, and organized records, • Manage the administration of compliance trainings, • Provide compliance support to the company and its stakeholders Desired skills & Experience • Bachelor’s degree in business, finance, economics, or a related field, • 7+ years of experience in compliance, regulatory or financial services roles, • 1-2 years of people management experience and /or M.B.A. degree, • Private debt/equity, hedge fund and registered investment advisor experience a plus, • Fund Compliance, Cybersecurity, AML/KYC and Marketing Materials review experience a plus, • Understanding of financial industry processes and existing business regulations preferred, • Excellent organizational, problem- solving and analytical skills, • Previous customer/client service experience preferred, • Ability to handle multiple priorities with accuracy and attention to detail, • Strong interpersonal and communication skills with a collaborative, team-oriented mindset, • Commitment to accuracy and quality, • Excellent organizational, operations, and process management skills, • Strong research and analytical skills, • Efficiently drive task to completion, • Apply sounds judgement to spot issues, assess risks, and identify items requiring escalation, • Proficiency in MS Office and ability to learn new systems quickly NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes. Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics. Powered by JazzHR cCu1QWEr2q

Job Description We are seeking a Finance Business Partner to join a high-growth organization and play a key role in driving strategic and financial performance across multiple business functions. This role offers the opportunity to act as a trusted advisor to senior leadership and directly influence business strategy, growth, and operational efficiency. What You’ll Do: • Act as a trusted advisor to senior leadership across Insurance Product, Commercial, Sales & Service Center, and Customer Lifecycle teams, • Lead financial planning, valuation, OKR & QBR development, and provide strategic support for commission revenue structures, product revenue, renewal revenue, and a significant portion of the operating expense base, • Build and present financial business cases for product launches, carrier negotiations, post-sale customer management, and workforce management decisions, • Oversee risk management and valuation of strategic initiatives, including integration of platform installment fees projected to drive a substantial portion of future revenue, • Partner on sales incentive plan design and implementation, ensuring alignment with efficiency and growth goals, • Contribute to company-wide LTV modeling to guide channel and product strategy, • Build reporting models to support customer lifecycle analysis, investment decisions, and retention strategies, • Lead in-depth analysis of business and financial trends, driving performance-focused conversations with stakeholders, • Manage partnership compensation models and collaborate with accounting for accurate and timely execution, • Oversee expense management, including contract review, reporting, and headcount forecasting, • Lead annual budgeting cycles, helping set strategic priorities and long-term financial targets, • Collaborate across the finance organization to align on best practices, tools, and process improvements What We’re Looking For: • 5+ years of finance/accounting experience (MBA and/or CPA preferred), • Prior insurance experience & FP& A - Property and Casualty, • Proven ability to turn complex data into actionable insights, • Strong communicator with the ability to influence senior stakeholders and manage conflict, • Ability to operate both strategically and tactically in a fast-paced environment, • Advanced Excel skills, including complex financial model development, • Strong problem-solving skills and ability to take ownership from identification through resolution, • Collaborative, self-starter mindset with the ability to thrive in a dynamic environment Role Details: 📍 Location: Boston, MA • Hybrid: 8x/month onsite, • In addition to the base there is a target bonus of up to 10%, • Excellent benefits including 25 days PTO, 10 sick days and 10 holidays as well as great medical, dental etc., • Yearly trip to Europe!

Job DescriptionSalary: Program Success Manager Strategic CRM Advisor | Financial Services Sector As a Program Success Manager at Solutions Metrix, you act as a strategic advisor and long-term growth partner for our clientsprimarily regional banks and credit unionsguiding them through the evolution of their CRM program. You sit at the crossroads of Customer Success, Business Consulting, and Account Management. Your mission is to build multi-year CRM roadmaps that help clients realize the full potential of their CRM investment. You bring a consultative approach, demonstrating the art of the possible with CRM, and help shape their digital transformation with vision, clarity, and measurable impact. This role combines relationship building, business acumen, and growth accountability. You will identify opportunities for continued CRM maturity and adoption, co-create value-driven plans with our clients, and support the team in bringing those opportunities to lifefrom idea to close. What Youll Do • Act as a trusted advisor to client stakeholders (C-level, VPs, SMEs), helping define and evolve CRM roadmaps that align with their business priorities and long-term objectives., • Own the ongoing success of client programs, ensuring value realization, CRM adoption, and continued growth., • Collaborate with internal teamspre-sales, delivery, support, and executive sponsorsto ensure client expectations, budgets, and timelines are aligned and well managed., • Maintain a clear, structured 23-year client roadmap that outlines strategic initiatives, timelines, and business goals., • Identify growth opportunities within existing accounts, from operational improvements to new initiatives, and drive the follow-through: proposals, business case development, and closing., • Monitor account health and client satisfaction, intervening early to address risks or misalignments., • Participate in program governance and oversight in partnership with Project Management and Technical Leads., • Be the voice of the client internally helping prioritize improvements. What You Bring • 5+ years of experience in CRM consulting, Customer Success Management, or Strategic Account Management, ideally with a consulting services firm., • Strong experience working with financial services clients, particularly regional banks and credit unionsyou understand their priorities, compliance context, and digital transformation challenges., • A demonstrated ability to build and maintain strategic roadmaps and guide clients through phased CRM maturity over time., • Excellent relationship management skills and the confidence to engage with senior-level stakeholders., • Proven ability to identify and shape business opportunities, including value-based proposals and closing., • Deep expertise with CRM platforms and how they can transform customer, sales, or operations functions., • A balance of business strategy thinking and delivery pragmatismyou understand how client vision translates into implementation reality., • Experience working in cross-functional teams, ideally in professional services or consulting environments., • Strong communication, facilitation, and storytelling skillsboth in person and in writing., • Fluency in English; French bilingualism is a strong asset. Bonus Traits • You thrive in fast-growing, dynamic environmentswhere not everything is figured out, but theres plenty of opportunity to build, scale, and shape the future., • Youve worked with regulated industries or understand compliance-heavy environments., • Youre not afraid to challenge assumptions, ask hard questions, or offer new perspectives when it's in the clients best interest., • You enjoy mapping ambiguity into structured, strategic plans. Since 2001, Solutions Metrix has been implementing CRM in companies of all sizes and industries, whether they are in Montreal, Quebec, or elsewhere in Canada or in North America. Our team of specialists master a very large number of CRMS without being linked to any. We always recommend the best CRM to our customers according to their needs and objectives. Our method defines a simple implementation process for companies that allows them to quickly and easily use their software and optimize it to the maximum. The secret to our success is simple: we tailor our solutions to our customers' business models, markets and industries. remote work

Job DescriptionCompany Description About CyberArk: CyberArk (NASDAQ: CYBR), is the global leader in Identity Security. Centered on privileged access management, CyberArk provides the most comprehensive security offering for any identity – human or machine – across business applications, distributed workforces, hybrid cloud workloads and throughout the DevOps lifecycle. The world’s leading organizations trust CyberArk to help secure their most critical assets. To learn more about CyberArk, visit our CyberArk blogs or follow us on X, LinkedIn or Facebook. Job Description As a Solutions Engineer at CyberArk, you will play a pivotal role in demonstrating the value of CyberArk’s identity security solutions to prospective and current Federal customers. Your responsibilities will include engaging with clients via demos, presentations, meetings, and Proof of Concepts (POCs) to showcase how CyberArk secures critical assets across hybrid cloud environments and distributed workforces. The Solutions Engineer will combine technical knowledge with sales skills and is ultimately responsible for the technical win during the sales cycle. Solutions Engineers are the primary technical resource for the field sales force hence, they are responsible for actively driving and managing the technology evaluation stage of the sales process, working in conjunction with the sales team and others as the key technical advisor and product advocate for our solutions. Solutions Engineers will collaborate with multiple teams within customer organizations, ensuring their success in understanding the business value and adopting CyberArk’s Identity Security solutions, so you must be able to articulate technology and product positioning to both business and technical users. Above all, we are looking for someone that can communicate the CyberArk value and be able to design an optimal solution for complex customer infrastructure and datacenter environments on a global scale. As a key player in the Public Sector vertical, you will leverage your deep knowledge of CyberArk products and public sector security requirements to engage with federal agencies. Your role will involve understanding their unique challenges and demonstrating how CyberArk can address critical security and compliance needs. A solution-oriented mindset and a passion for tackling security challenges in the public sector will be key to your success. Responsibilities: The ideal candidate must be self-motivated with a proven record of accomplishment in relevant vendor software sales or encompass knowledge of similar technologies. You must be comfortable in a dynamic atmosphere of a technical organization with a rapidly expanding customer base. You must possess strong presentation skills. You must be organized and analytical, able to eliminate sales obstacles through creative and adaptive approaches. • Technical Expertise & Solution Demonstration: Serve as the subject matter expert on CyberArk's Identity Security solutions, providing in-depth knowledge and technical guidance to public sector organizations and partners, through business value presentations, solution demonstrations, architecture reviews, etc., • High Performing Sales Engineer: Proactively seek out new sales opportunities by developing new and existing technical relationships within prospective accounts, partners, and current active customers., • POC & Technical Validation: Plan, execute, and manage Proof of Concept (POC) evaluations with potential and existing public sector customers, demonstrating how CyberArk’s solutions can solve their security challenges., • RFP/RFI Support: Assist in the preparation and response to Requests for Proposals (RFPs) and Requests for Information (RFIs), positioning CyberArk’s solutions for success in public sector evaluations., • Customer Engagement: Build and maintain strong, long-term relationships with technical teams and executive stakeholders within public sector organizations, ensuring they achieve success and satisfaction with CyberArk’s solutions., • Partner Ecosystem: Support and enable CyberArk’s partner network, ensuring they can effectively communicate the value of CyberArk to their public sector clients., • Industry Engagement: Represent CyberArk at industry events, partner seminars, trade shows, and marketing initiatives, showcasing the value of Identity Security solutions to government and educational organizations., • Customer Advocate: Able to convey customer requirements to Product Management teams, Professional Services and other internal CyberArk teams on behalf of customers and partners., • Team Player: Actively engage and contribute to the internal teams, serving as a resource and mentor to others when appropriate., • Travel: Light travel required (<50%) for client meetings and industry events. #LI-IR1 Qualifications • Education: MIS/Computer Science Degree or equivalent experience required, • Pre-Sales Experience: 1+ Years experience in a presale's technical role, ideally specifically with identity management or security technologies. Including the ability to build relationships at multiple levels to work cross organizationally toward solutions; excellent leadership and consensus building skills., • Expertise in Government IT & Security Requirements: Experience working in or a strong understanding of public sector IT environments, including familiarity with government-specific security requirements (FIPS, FedRAMP, ATOs, STIGs/hardening), security accreditation processes, and public sector procurement procedures. (NIST 800-53 and ATO processes)., • Collaborative & Solution-Oriented: Ability to work closely with customers and internal teams to build tailored solutions that address the unique needs of public sector organizations., • Identity Security Proficiency: Knowledge of identity security technologies, Identity and Access Management solutions, Identity Governance solutions, Privileged access management (PAM), and related security solutions. Experience with key security concepts such as authentication, authorization, and encryption are essential., • Windows/Active Directory Expertise: Hands-on experience with Windows Server and Active Directory administration, Directory Services (LDAP, AD, Federation, Bridging), and familiarity with UNIX/Linux systems. Knowledge of database security, network security, scripting, and DevOps practices is highly desirable., • Cloud Technology Expertise: Experience with IaaS/PaaS administration and support within cloud providers (AWS, Azure, GCP) are highly desirable., • Strong Communication & Presentation Skills: Ability to communicate complex technical concepts clearly and effectively to both technical and non-technical stakeholders, including executives and government officials., • Certifications: Industry recognized certifications are highly desirable (i.e. CISSP, CEH), • Travel: Ability to travel up to 50% as needed when safe to do so, • CyberArk Technical Experience: Prior experience with CyberArk Software solutions is preferred or relevant experience with enterprise applications, security management, systems management, identity management, and/or policy management solutions preferred especially in the Identity and Privileged access. This can make up for shortcomings in other areas if very strong. Additional Information CyberArk is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. We are unable to sponsor or take over sponsorship of employment Visa at this time. The salary range for this position is $111,000 – $154,000/year, plus commissions or discretionary bonus, which will be based on the employee’s performance. Base pay may also vary considerably depending on job-related knowledge, skills, and experience. The compensation package includes a wide range of medical, dental, vision, financial, and other benefits.

Job DescriptionWe are looking for an experienced Tax Director or Tax Manager to join our dynamic team in Boston, Massachusetts. In this role, you will serve as a trusted advisor to clients, offering innovative solutions for complex tax challenges while ensuring compliance with regulatory standards. Your expertise will play a key role in helping clients achieve their business goals through strategic tax planning, risk management, and forward-looking insights. Responsibilities: • Manage a diverse portfolio of clients, delivering exceptional service tailored to their needs., • Oversee the preparation, review, and timely filing of various tax forms to ensure accuracy and compliance., • Provide expert consultation on complex tax provisions and support clients on intricate engagements., • Research and stay informed on evolving tax regulations, delivering actionable insights and guidance., • Develop and implement efficient processes to improve project outcomes and departmental workflows., • Mentor and guide team members to foster their growth and enhance overall team performance., • Build and maintain strong client relationships, offering strategic advice to address their unique tax challenges., • Lead business development efforts to expand the firm's reach and contribute to its growth., • Manage financial aspects of engagements, including budgets, billing, and collections. • CPA certification required, MST preferred, • 10+ years of public accounting experience., • Experience directly managing and interacting with clients through a variety of channels, • Attention to detail, • Proficiency with tax preparation and accounting software, • Advanced knowledge of applicable accounting software, QuickBooks, CCH Axcess, Engagement, XCM workflow., • Substantial knowledge of 1040, 1041, Partnerships, S-Corps, and 1099, • Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions, • Adept at meeting deadlines and solving problems Tax Manager: • CPA certification required, MST preferred, • 3-6+ years of experience in a tax role with a public accounting firm, • Proven work experience as a successful Tax Manager, • Strong technical tax skills and excellent knowledge of tax accounting, tax compliance and all type of tax returns, • Analytical skills and detail orientation with strong research capabilities, • Ability to effectively organize, prioritize, and manage multiple engagements, • Excellent written and verbal communication skills, • Experience with CCH Axcess, Profx Engagement, and CCH Axcess Document a plus, • Good at meeting deadlines and solving problems, • Exceptional client service along with the ability to develop and maintain excellent client relationships, • Strong leadership and personnel management skills Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

Job Description About Figure Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures – everything from dream home renovations and debt consolidation to small business formation. In seven years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're a "unicorn" – a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years. Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us! Wealthfront Career-Launching Company Figure Series D Announcement About the Role We are looking for someone who has a passion for marketplaces and products in the crypto and securities world. You will contribute to building out Figure's innovative Marketplace as well as Figure Markets' products. Figure Markets has a global marketplace platform that supports issuing and trading of digital assets, securities and non-securities, using blockchain. You will have experience in one or more of the following jurisdictions: Europe, Asia, Americas, Middle East. Our Legal team plays a central role in Figure Markets' hyper growth and the realization of our mission of leveraging blockchain to transform financial services. What You'll Do • Provide leadership in legal affairs for markets and products, providing sound advice on federal and state securities, banking and insurance laws and rules, • Provide day-to-day legal, business, and strategic advice to internal markets-focused teams, addressing challenges and offering solutions in the development and implementation of groundbreaking digital asset financial products and services, • Offer comprehensive legal guidance throughout the product life cycle, from conception through to launch, operation, and eventual sunset, aiding in both the construction and, when necessary, the dismantling of products, • Remain up-to-date on existing and changing relevant digital assets, blockchain, securities and technology laws and regulations to ensure compliance therewith, • Providing legal support, analysis, and interpretation in connection with legislative and policy developments, • Develop and deliver both forward-looking and ad hoc guidance to the marketing and design teams regarding matters pertaining to the product lifecycle and other related initiatives, • The ideal candidate has deep financial markets experience in the securities and cryptocurrency industry, including at least 8+ years of experience practicing as in-house counsel for financial services firm (mutual fund, broker-dealer, investment advisor, money transmitter dealing in virtual assets preferred), • Deep understanding on various aspects of the crypto ecosystem, including blockchain technology, DeFi, NFTs, and smart contracts., • Experience working as an examiner, attorney, or industry specialist at a regulatory agency (SEC, CFTC), a plus, • Strong negotiation skills and ability to prepare and negotiate financial agreements (e.g., prime brokerage, lending and derivatives documentation)., • Deep knowledge and understanding of the compliance and regulatory requirements around financial markets and crypto assets, including the regulation of digital assets and crypto transactions and platforms and blockchain technology matters (e.g., smart contracts and digital wallets) in the provision of financial services and products., • Staying up-to-date on evolving regulations, including those related to securities law, anti-money laundering (AML), and know your customer (KYC) requirements., • Product counseling experience in blockchain, crypto and securities products, including the ability to apply laws and regulations to new products and/or technologies, and the ability to review products and related functionality for compliance with applicable laws, • Interest in digital assets, blockchain technology, and the innovations brought about by decentralized applications and DeFi, • J.D. and membership with at least one state bar, • Excellent written, oral, and interpersonal communication skills, • Compensation Range: $212,520 - $265,650, • 25% annual bonus target, paid quarterly, • Equity stock options package, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Hybrid

Job DescriptionAbout the Role Join LearnLux as a Chief of Staff and play a critical role in driving organizational alignment, optimizing internal operations, and supporting strategic initiatives across the company. In this role, you'll work closely with the CEO and COO to ensure seamless execution of company priorities, develop and implement organizational best practices, and lead key meetings and events. You'll be a trusted partner to leadership, managing high-impact projects, fostering cross-team collaboration, and driving operational efficiency across the organization. This role is essential to ensuring LearnLux operates at its highest potential. You'll own the alignment of company initiatives, oversee organizational practices, and act as a key liaison for internal communications and planning. If you thrive on building systems, aligning teams, and working on diverse, meaningful projects, this role is for you. This role reports to the founders of LearnLux. About LearnLux LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner TM ️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. We're a remote-first company, backed by prominent investors such as Ashton Kutcher's fund Sound Ventures and Salesforce CEO Marc Benioff. Key Responsibilities • Organizational Alignment: Drive alignment across teams by ensuring key initiatives, goals, and priorities are well-communicated, documented, and understood. Develop frameworks to track and measure progress toward company objectives, ensuring all teams are working cohesively to achieve shared goals. Build trust and strong relationships across teams to facilitate collaboration and clarity on priorities., • Organizational Best Practices: Implement and refine best practices for internal communication, project management, and team collaboration. Ensure consistent and efficient workflows across departments, leveraging tools and systems to enhance productivity and transparency. Serve as a company champion of values and culture, ensuring alignment across internal initiatives., • Support to Leadership: Serve as a trusted advisor and strategic partner to the CEO and COO, helping manage schedules, priorities, and high-impact projects. Assist in preparing for meetings, presentations, and critical decision-making discussions. Anticipate and address leadership needs to optimize effectiveness and focus., • Meeting and Event Management: Oversee and facilitate company-wide meetings, leadership offsites, recurring all-company meetings and internal events to foster alignment, collaboration, and engagement. Plan and structure meetings to ensure they are productive, actionable, and aligned with company priorities. Create a documentation process and manage ongoing meeting topics and notes. Act as a central organizer for major events and milestones., • Special Projects: Take ownership of miscellaneous projects and roles as defined by the business. Act as a flexible resource for emerging needs, adapting to the dynamic requirements of a fast-growing company., • Impact Measurement: Manage KPIs and OKRs to track the effectiveness of organizational initiatives, productivity, and cross-functional alignment. Continuously evaluate the success of initiatives and pivot as needed to meet company goals.You Should Have, • 5+ years of experience in strategic planning, operations, finance or a related role, preferably in a high-growth startup environment or consulting, IB, or PE., • Proven ability to manage cross-functional projects, ensuring alignment and successful execution across teams., • Strong organizational and communication skills, with a track record of building effective systems and workflows to drive accountability and productivity, • Experience supporting senior leadership with complex scheduling, planning, and execution of strategic initiatives., • A proactive, problem-solving mindset and a passion for driving organizational excellence., • Familiarity with project management tools, data analytics, and internal communication platforms to enhance alignment and efficiency.Benefits, • Remote-first company structure, • Medical, dental, and vision, • 401(k), • Mental wellbeing (Talkspace), • Financial wellbeing (LearnLux), • Equity (Full-time employees), • Paid vacation and sick leave, • Paid sabbatical after 5 years of service, • A supportive, inclusive team culture LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team! #LI-DNI The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor. Salary Range$110,000—$170,000 USD

Job DescriptionAbout Us: Northeast Private Client Group is one of New England's fastest-growing private companies, recognized by Inc Magazine for our rapid expansion. We are inviting experienced commercial real estate agents to join our dynamic team. If you are driven, thrive in competitive environments, and seek unlimited earning potential, this commission-only opportunity is your pathway to becoming a trusted advisor and making a positive impact through strategic real estate investments. The Opportunity: As a Senior Investment Sales Associate, you will focus on building and nurturing client relationships, offering top-tier advisory services throughout the transaction process. Supported by our comprehensive training programs, market research, marketing tools, and experienced transaction management team, you'll have everything you need to excel. Key Responsibilities: Utilize Northeast Private Client Groups resources to provide expert advice on commercial real estate transactions. Stay informed about industry trends and market activities to become a market expert. Proactively identify, develop, and maintain client relationships. Perform detailed property analysis, financial modeling, and due diligence. Drive the marketability of investment opportunities through our established processes. Uphold the highest standards of professionalism and integrity in all dealings. Ideal Candidates Will Have: 2-4 years of experience in commercial real estate, ideally within the retail, industrial and specialty sectors. An entrepreneurial spirit and a strong drive to build and expand their business. A robust work ethic and the ability to work autonomously while achieving and exceeding targets. A willingness to learn and adapt continuously. Strong communication skills, capable of simplifying complex concepts. A Bachelor's degree or equivalent professional experience. What We Provide: Extensive training and professional development with access to a broad network of industry professionals. A supportive and collaborative team environment with a shared client database. The autonomy to grow your own business within a successful framework. Unlimited earning potential in a commission-only role. If youre eager to advance your career and believe that your experience and determination can drive your success, we want to meet you. Apply today to start a rewarding career that not only offers substantial earnings but also the chance to make a significant impact.

Job Description Boston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16.3 billion in client assets. Boston Trust Walden distinguishes itself in several key ways, including: • stable, diversified business model serving a variety of client types., • compelling investment philosophy and excellent track record., • longstanding leadership in ESG impact investing; and, • corporate culture grounded in shared values, as signified by the company’s tagline, Principled Investing. Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden’s structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm’s structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts. One of Boston Trust Walden’s strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When these values are infused into the workplace environment, the company and its employees benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives. Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status. The firm will make reasonable accommodations in the application process if requested by new job applicants. Position: General Counsel and Corporate Secretary Job Summary The General Counsel and Corporate Secretary will serve as the chief legal officer of both Boston Trust Walden Company and its parent holding company. This executive-level role provides strategic leadership and enterprise oversight of the legal, compliance, and risk management functions. The General Counsel will ensure that the organization’s legal affairs are managed effectively, risks are identified and mitigated, and internal teams are well supported in their compliance and fiduciary responsibilities. This position is critical to ensuring that Boston Trust Walden operates in accordance with applicable laws, maintains its fiduciary and regulatory obligations, and sustains strong corporate governance. The position also supports the governance of both entities by serving as Secretary to the Boards of Directors, responsible for maintaining corporate records, ensuring regulatory compliance, and advising on fiduciary obligations and board processes. The role sits on the Senior Management Committee and contributes directly to the firm’s strategic direction, enterprise risk posture, and operational decision-making. The General Counsel plays a key role in leadership decisions, safeguarding the firm’s reputation, and supporting enterprise-wide risk management. Key Responsibilities • Serve as senior legal advisor to executive leadership and the Boards of Directors, • Oversee the Legal, Risk Management, and Compliance departments, • Provide legal and strategic input on enterprise risk and regulatory issues, • Manage outside counsel, complex legal matters, including contracts, fiduciary documents, and regulatory interpretation and implementation, • Act as Secretary to the Boards, maintaining corporate records and governance processes, • Promote a culture of integrity, accountability, and proactive compliance Qualifications: • JD from an accredited law school; and a member in good standing of the Massachusetts bar, • 10+ years of relevant experience in financial services, preferably with trust, banking, or investment advisory expertise, • Deep knowledge of legal, fiduciary, and regulatory frameworks governing financial institutions, • Experience managing legal and compliance professionals, • Skilled communicator and advisor to senior leadership and Boards, • Strong judgment, high integrity, and a collaborative leadership style This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner, with a mix of in-office and remote work. Specifics depend upon the team and should be discussed with the hiring manager.

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $16 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview The Client Officer is a key point of contact for a client relationship and is responsible for enhancing the overall relationship through excellence in client service. Professionalism, client focus, and an understanding of the fundamentals of the investment advisory business, wealth management concepts, and financial systems are critical. This position will oversee client accounts and develop long-term relationships by participating in client meetings, acting as the client liaison, communicating with the client regularly, and processing requests. Responsibilities • Serve as the primary point of contact for all client administrative matters, ensuring timely and accurate execution of client requests., • Partner with the Wealth Advisor and the Administrative Officer to support the new client onboarding process., • Execute and verbally confirm money movement requests for clients including but not limited to wires, journals, EFTs, checks; and work closely with the Wealth Advisor to ensure all client’s Required Minimum Distributions are met., • Participate in financial planning related activities which includes data entry in eMoney, attending or scheduling planning meetings, and preparing meeting materials., • Maintain client data in Salesforce for workflow processes such as account opening and onboarding, money movement, or offboarding; ensure all required information is provided by the client., • Work directly with clients on high level and complex requests such as estate re-registrations., • Enhance the client relationship by proactively engaging the client and following up on in progress items such as paperwork, ad hoc requests, and planning related items., • Maintain records of all client service calls, emails, and meeting notes in Salesforce. Education, Experience and Qualifications • A Bachelors' Degree in a business-related discipline, • 5+ years’ experience in a wealth management role, • Series 65 or similar financial industry exams, • Actively pursuing or aspiring to get CFP designation a plus, • Understanding of investment management and financial planning, • Financial services or financial planning background a plus, • Passionate about financial services and working with clients, • Proficient at Salesforce, DocuSign, Excel, PowerPoint, and Word, • Excellent written and verbal communication and presentation skills, • Excellent attention to detail, organizational skills, and ability to multi-task Compensation The anticipated base salary range for this position is $100,000.00 - $120,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job DescriptionJob Title: Managing Partner (US)Location: United States (Client Site Travel across North America)Compensation: $200,000 base salary + uncapped commissionsOn-Target Earnings: $1M+Travel Requirement: 80%+ (Active Passport required)Citizenship Requirement: U.S. Citizen or Green Card HolderJob Summary:We are seeking a highly accomplished executive to lead strategic client development efforts across the U.S. As a Managing Partner, you will originate and cultivate C-level relationships, identify business transformation opportunities, and secure high-impact consulting engagements with top-tier organizations. This role is suited for former CEOs, business unit leaders, or senior executives with significant P&L experience who thrive in a commercial, relationship-driven environment and want to influence enterprise-level change.Key Responsibilities: • Develop and lead trusted relationships with CEOs, Chairs, and senior executives across the U.S., • Leverage your own operational leadership experience to engage executives in strategic performance conversations, • Identify critical business needs and position tailored transformation solutions that align with client goals, • Manage the full business development lifecycle, from opportunity identification to contract execution, • Serve as a senior advisor to clients throughout the engagement lifecycle, partnering with internal delivery teams to ensure seamless handoff and value creation, • Represent the firm at industry events, roundtables, and executive forums to reinforce market positioning and build new relationshipsQualifications:, • 10+ years in senior leadership roles, including CEO, President, or P&L executive with $200M+ in annual responsibility, • Proven track record of influencing C-suite stakeholders and closing complex, high-value engagements, • Deep operational expertise with fluency in financial performance, change management, and business transformation, • Self-starter with exceptional interpersonal, emotional intelligence, and listening skills, • Experience working with industrial, manufacturing, energy, healthcare, or private equity-backed companies is a plus, • Bachelor’s degree required; MBA preferred, • Must hold an active passport and be eligible to travel across North America without restriction, • Willingness to travel up to 80% of the time, • U.S. citizen or permanent resident (Green Card holder) with ability to travel as neededWhat We Offer:, • $200,000+ base salary with uncapped commission earning potential of $1M+ annually, • Executive-level autonomy with significant influence on go-to-market strategy and client engagement, • Direct access to the firm’s global leadership team and long-term partnership opportunities, • A dynamic and performance-driven culture focused on delivering measurable value to clients, • The opportunity to shape enterprise-wide transformations and drive long-term client impact, • Paid travel expenses, lodging, meals, and professional support during client site assignments, • Comprehensive benefits package including medical, dental, vision, life insurance, and retirement planning optionsApply now to join a high-caliber team working at the intersection of strategy, execution, and operational excellence.

Senior Manager – Digital Assets Center of Excellence (Strategic Advisory and Accounting) The Senior Manager of Digital Assets Strategic Advisory and Accounting will play a vital role in the corporate accounting strategy for digital assets across the firm. You will serve as a trusted advisor to our business unit accounting teams as a member of the Digital Assets Center of Excellence, providing guidance on new initiatives, defining accounting policies, and evaluating control environments in a rapidly evolving regulatory landscape. You will engage early in the project lifecycle to ensure accounting and control readiness, and act as a subject matter expert on digital asset-related matters. The team is part of the Corporate Accounting & Controllership group which serves as the stewards of the firm’s financial information, provides guidance on the financial impact of strategic business initiatives, and seeks to utilize a modernized approach to operate efficiently and effectively in an increasingly complex environment. In this role, you will collaborate with internal stakeholders including audit, compliance, global financial controls, and risk teams to ensure alignment on control expectations. You will also play a key role in developing internal control frameworks, reviewing SOC 1 reports, and continuously monitoring the performance of our digital asset service providers. The Expertise We’re Looking For: * Bachelor’s degree in Accounting; CPA and/or Master’s degree in Accounting preferred * 5+ years of relevant accounting experience, ideally with exposure to digital assets or emerging technologies * Strong understanding of US GAAP and internal control frameworks * Experience advising on technical accounting matters and drafting accounting policies * Familiarity with SOC 1 Type I and II reports and third-party risk management * Passion for emerging technologies and a desire to stay ahead of industry trends * Excellent communication and collaboration skills, with the ability to influence stakeholders * Demonstrated ability to lead cross-functional initiatives and drive strategic outcomes * Experience participating in or leading Accounting or Finance transformation efforts preferred * Experience with advanced analytics, creating Accounting or Finance dashboards and management reports, and giving stakeholder presentations is a plus The Skills You Bring: * Strategic thinker with a deep understanding of digital asset accounting and emerging digital asset and blockchain trends * Ability to evaluate new digital asset activities and assess their accounting implications * Skilled in delivering training sessions and facilitating workshops to build awareness of digital asset topics * Recognized as a subject matter expert on accounting and control considerations for new initiatives * Strong collaboration skills to work with audit, compliance, and risk teams to align on control expectations * Experience in developing internal control frameworks and process documentation for digital asset operations preferred * Proficient in drafting and updating accounting policies aligned with evolving standards * Effective communicator ensuring policies are clearly understood across accounting teams * Knowledgeable in reviewing SOC 1 Type I and II reports for digital asset service providers * Ability to identify control gaps, coordinate remediation efforts, and maintain a risk register How Your Work Impacts the Organization: Your work ensures that Fidelity’s digital asset operations are supported by robust accounting practices and internal controls. By staying ahead of emerging trends and aligning with evolving standards, you help safeguard the firm’s financial integrity and support innovation in a rapidly changing environment. Corporate accounting plays a key role in protecting Fidelity’s assets and providing accurate and reliable financial information for our business and the overall Firm. We work collaboratively with leaders across the organization, including leaders in our core business units and other functional groups, such as Tax, Treasury, Legal, and Risk. The base salary range for this position is $89,000-$150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Accounting

Job Description Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Administrative team is looking for a Senior Specialist . The Administrative Senior Specialist will have the opportunity to work onsite from our Waltham office. The Administrative Senior Specialist is a recognized subject matter expert responsible for leading operational initiatives, resolving complex challenges, and advancing client service through technology and innovation. This role provides expert-level support to internal clients, mentors team members, and represents the administrative team in key discussions. By developing technical standards, training others, and improving processes, the Administrative Senior Specialist plays a pivotal role in shaping service delivery and operational excellence across the firm. As an Administrative Senior Specialist, you will: • Provides guidance and oversight for office operations, ensuring the effective execution of administrative support functions and other location-specific deliverables. Supports team members in workflow management and issue resolution., • Responsible for general administrative duties to include inbox and group calendar management, scheduling calls and PTO, prioritizing daily calendars, travel scheduling, maintaining file repositories, time and expense entry, CPE credit support, Teams Channel and general communication, distribution list maintenance, and general assistance, • Engages with internal clients to gain a deeper understanding of their needs and develops and proposes tailored solutions to enhance outcomes, • Employs technology to enhance the efficiency and effectiveness of client service delivery (advanced tech/stakeholder), • Develops and maintains technical standards and documentation., • Carries out general on-site tasks such as operational support, breakroom and kitchen duties, visitor and staff assistance, front desk support, and mail and supply management., • Onboards and mentors new team members, providing training and orientation through well-prepared materials and structured onboarding initiatives., • Provides guidance and mentorship to team members on advanced technical topics based on role and team., • Facilitates discussions to translate leadership initiatives into actionable plans within the team., • Strong working knowledge in various software platforms including Microsoft Office 365., • Demonstrates technical expertise and the ability to address complex challenges effectively., • Expert technical knowledge and ability to address complex challenges., • Is resourceful and has strong acumen for learning new technologies., • Reliable in honoring commitments and adapting to changing priorities., • Is solution focused and proactive in problem solving., • Is passionate about helping and mentoring others., • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on enabling you to further your career growth and continuous professional development, • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing, • Flexibility to do impactful work and the time to enjoy your life outside of work Pay Range: $62,549 to $106,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. #ZR #LI-ONSITE

Job DescriptionCareer Renew is recruiting for one of its clients a Head of Bank Strategy & Partnerships - thsi is a fully remote role for US-based candidates. We’re building the infrastructure that will help banks work natively with stablecoins, unlocking fast, compliant, and programmable money movement. Regulatory changes and growth in stablecoin use cases are now opening the door for banks to engage directly with stablecoins. They face both a threat to their existing fiat-only business model, and an opportunity to capture growth by supporting stablecoins. But, they are unprepared to deliver the product and tech required to thrive in the tokenized financial system. We provide the answer to this problem. Our platform enables banks to natively support stablecoins with built-in compliance, observability, and safety. We solve the last mile problem, bringing stablecoin access to financial institutions used and trusted by billions of people. We're early, funded, and moving fast. Our founders have deep experience in stablecoins, payments, and high-availability systems; experience built over many years at Solana Labs, a startup stablecoin issuer, Paxos, Google, and Reddit. We have best-of-breed traditional fintech and blockchain investors including Solana Labs. Now, we need a Head of Bank Strategy & Partnerships to build and execute our strategy for engaging with banks. As an early hire, you get to shape the future of the company, stablecoin adoption, and the banking industry. Working at the nexus of stablecoins, payments, and banking will give you unique experience that will supercharge your career. What You'll Do * Create our bank partner strategy, shaping how we go-to-market and build our product. All structures are on the table including traditional customer relationships, deeper partnerships, and even M&A. * Identify partner banks with the right credentials to become a partner * Build a pipeline of early customer demand for the first banks that launch with us * Work closely with the product and engineering team to accelerate product development, integration with banks, and successful launches What We're Looking For * 5+ years of experience at a mid-to-senior role in a fintech or BaaS-friendly bank, with demonstrated understanding of banking operations and decision making * Proven track record building complex financial partnerships from initial contact to signed agreement * Familiarity with banking regulation including BSA/AML, asset/liability management, and liquidity * Experience interacting with product and/or engineering teams building new products * Working knowledge of stablecoins, blockchains, and how they interact with the fiat system for real-world use cases * Strong relationship-building skills with the ability to influence senior leaders as a trusted advisor * Comfortable with ambiguity and excited by early-stage execution * Experience working remote including strong communication skills and an understanding of building remote-first culture Why us? * Be an agent of change: Work at ground zero to drive banking and stablecoin evolution * Flexibility: We have a unique strategy to that anticipates the challenges of working in banking, so you’ll be able to make consistent forward progress * Be early: We're at the zero-to-one stage — your work will define the core product and GTM strategy * Own the problem: You’ll build and execute a strategy, not just implement someone else’s plan * Work closely with founders: High trust, high autonomy environment with a senior team * Strong upside: Competitive comp and meaningful equity * Fully remote: We are a remote-first team We're not building yet another DeFi protocol. We're bringing stablecoins to the heart of traditional finance. If you care about sound systems, clear ownership, and building foundational fintech infrastructure, we’d love to meet you.

Job Description Role Overview We are seeking a proactive and relationship-driven Customer Success Manager (CSM) to join our growing team. As a CSM, you will be the trusted advisor for our customers, guiding them through onboarding, adoption, and expansion of our solutions. You will ensure customers realize the full value of their investment, achieve their data governance goals, and remain long-term advocates. Key Responsibilities • Serve as the primary point of contact for a portfolio of enterprise customers, building strong relationships at both technical and executive levels., • Lead onboarding and implementation processes, ensuring a smooth transition from sales to active usage., • Drive product adoption through training, regular check-ins, and strategic planning sessions., • Monitor customer health metrics, proactively identifying risks and opportunities for growth., • Partner with Sales to identify and execute upsell and cross-sell opportunities., • Act as the voice of the customer internally, providing feedback to Product, Engineering, and Marketing teams., • Prepare and deliver quarterly business reviews (QBRs) to align on goals, showcase ROI, and plan future initiatives., • Stay informed on industry trends, data privacy regulations, and best practices to provide valuable guidance to customers. Skills & Experience • Proven experience in a Customer Success, Account Management, or similar client-facing role, ideally within SaaS or enterprise software., • Experience working with enterprise-level customers in regulated industries such as legal, financial services, or government is highly desirable., • Familiarity with data governance, privacy, security, or compliance solutions is a strong advantage., • Strong communication and presentation skills, with the ability to influence stakeholders at all levels., • Excellent problem-solving and organizational skills, with a proactive, solution-oriented mindset., • Comfortable managing multiple priorities in a fast-paced environment.

Job Description About Allego: Allego is a rapidly growing SaaS technology company headquartered in the metro Boston area with an office in Newcastle, UK. Allego takes a modern approach to learning and enablement for today's distributed teams. Our technology ensures that sales teams have the skills and latest knowledge to make the most of every selling situation. With nearly 500,000 users relying on Allego’s platform to access learning, the best sales content, and peer collaboration at the moment of need, we’ve experienced growth every year. Not only are we growing quickly, but The Boston Business Journal, The Boston Globe and Inc. Magazine have all named us as a top place to work continuously since 2020. We were also recognized by Selling Power as one of the 50 Best Companies to Sell for in 2024. How you’ll make a difference: Allego is seeking a Senior Sales Engineer who will work with our enterprise and mid-market accounts. In this role, you will partner with Sales to uncover a customer's current and future states as well as their goals in order to best position Allego's solutions. Through the development of compelling presentations and demos, you’ll illustrate Allego's business value to customers at all levels. You’ll gain an understanding of how Allego can fit into a customer's technology stack and the common use cases we can support across systems, and you’ll act as the customer's main technical point of contact and lead the sale to a technical close. By acting as a trusted advisor, you will provide consultation, expertise, thought leadership, and responsiveness that creates a differentiated buying experience for Allego prospects and customers. Your contributions will help drive business and revenue growth and accelerate customer expansion, and you’ll be integral to Allego’s success through: Responsibilities: • Becoming a master user and act as a knowledge expert of Allego's sales enablement platform, • Participating in sales calls and meetings both virtually and at client sites, • Creating compelling presentations and collateral that demonstrate our solutions and the value proposition they provide against a customer's required objectives, • Delivering product demonstrations, building proof-of-concepts and custom product environments to showcase the product, • Taking ownership of continuous improvement and refinement of discovery process, demo scripts, and value add use cases, • Delivering demonstrations with a methodological and meticulous approach and flawless execution, • Assisting with high-level requirements gathering and RFI/RFP process, • Articulating our value proposition to senior executives in marketing, sales and IT, • Acting as technical lead for IT & information security evaluations of Allego's cloud infrastructure and security practices, • Keeping current with technology trends and understanding the competitive landscape, • Serve as an internal expert on Allego’s solutions, technology, market, and customers The ideal candidate will have: We are seeking candidates who have strong critical thinking and problem-solving abilities and who possess excellent presentation skills. The ideal candidate is able to function effectively in a fast-paced organization and successfully balance multiple projects in a team-selling environment. • 5+ years in a fast paced, SaaS high tech Sales Engineer/ Solutions Consultant (Presales) role, • Ability to set and manage expectations, resources and time, • Engaging, prescriptive and persuasive communication style, • Previous exposure to basic web development and cloud security concepts, • Experience presenting and delivering technical pitches, • Ability to work well and contribute independently as well as in a team environment, • Passion for technology and a love for working in a fast-paced start-up environment, • Willingness to travel domestic, up to 10% and support a customer base across multiple time zones Nice to Have: • Industry knowledge of our key markets (financial services, healthcare, technology, insurance), • Experience selling revenue enablement, knowledge management, sales engagement, coaching, or learning technologies Culture and values: Our core values, better known as Allego’s Operating Principles, are at the heart of our business. They are the fabric of our culture and central to our approach to work, our customers and with each other. Take a look here! Benefits Allego offers a comprehensive and competitive benefits program that enables employees to choose the benefits that best fit their needs and the needs of their families. Full-time new hires are eligible for most benefits on the first day of employment. The following is a summary of the benefits offered to Allego employees. • Health Insurance, • Unlimited PTO, • 401K match, • Wellness programs, • Flexible schedule

Client Service Associate to $80K - Build Lasting Client Relationships! Our client, a boutique financial services firm, is seeking a Client Service Associate to deliver personalized long-term guidance and build meaningful client relationships! This role serves as the vital link between clients and advisors, providing comprehensive support across new business, operations, and compliance. The ideal candidate has 3+ years of financial services experience and values hands-on collaboration. Position Details: • Location: Boston, MA, • Work Model: In office, • Degree: Preferred, • Responsibilities include serving as the primary contact for client inquiries across all channels; providing new business, administrative, and compliance support; managing advisor calendars and scheduling client meetings; maintaining accurate CRM records and follow-up tasks; coordinating with custodians, insurance carriers, and vendors; supporting client onboarding and account maintenance; and assisting with marketing events and outreach initiatives. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting . Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the Client Advisor will work with the team to ensure that SCS clients continue to receive a world class experience. Specifically, the Advisor will be responsible for assisting senior team memb

Job DescriptionJob Title: Engagement Manager – Manufacturing (US)Location: United States (Client Site Travel across North America)Compensation: $180,000 base salary + project based performance bonusesOn-Target Earnings: $250,000–$350,000Travel Requirement: 80%+ (Active Passport required)Citizenship Requirement: U.S. Citizen or Green Card HolderJob Summary:We’re hiring an Engagement Manager to lead operational improvement and transformation programs for industrial clients across North America. In this high-impact consulting role, you’ll work directly with executive stakeholders, assess business performance, and lead teams through fast-paced, results-driven implementation projects. This is an ideal opportunity for operations-focused professionals with plant leadership, consulting, or P&L ownership experience who want to accelerate their career in a dynamic, client-facing role.Key Responsibilities: • Lead end-to-end consulting engagements from initial diagnostic through implementation, working closely with client executives and onsite teams, • Assess current state operations and design future-state models to drive measurable financial improvements, • Oversee teams of 5–7 consultants across multiple workstreams and maintain project accountability for timelines, deliverables, and financial impact, • Provide executive-level communication, reporting, and presentations throughout the engagement lifecycle, • Act as a trusted advisor to client CEOs and senior leadership, ensuring alignment to strategic goals and sustainable transformation, • Travel across North America on a weekly basis to support clients directly on siteQualifications:, • Minimum 3–5 years of relevant experience, including:, • Leadership in plant management or manufacturing operations with full P&L responsibility or, • Prior experience in management consulting leading transformation engagements, • History of delivering quantifiable business improvements and leading high-performing teams, • Strong interpersonal, analytical, and communication skills with the ability to engage executive-level stakeholders, • Bachelor’s degree required; MBA preferred, • Must hold an active passport and be eligible to travel across North America without restriction, • Willingness to travel up to 80% of the time, • U.S. citizen or permanent resident (Green Card holder) with ability to travel as neededWhat We Offer:, • Competitive base salary of $180,000 + project based performance bonuses, • OTE between $250,000–$350,000, • Direct exposure to C-suite clients and accelerated career advancement opportunities, • Fast-paced, high-accountability environment with international project scope, • Paid travel expenses, lodging, meals, and professional support during client site assignments, • Comprehensive benefits package including medical, dental, vision, life insurance, and retirement planning optionsApply now to join a high-caliber team working at the intersection of strategy, execution, and operational excellence.

They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele. Serve as a trusted advisor, leading the development, execution, and oversight of clients' comprehensive fin

Are you interested in starting a meaningful career that allows you to make an impact? If you're excited by the opportunity to work in a collaborative role where you will build your knowledge of the financial services industry, then launch your career as an Internal Advisor Consultant. Our unwavering

The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor. SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client

Relationship Banker, Revere, MA. The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. Relationship Bankers proactively engage with customers to identify

With roots dating back to 1918, Boston University School Of Social Work has more than 100 years of social work education history, a dynamic faculty leading innovative search on pressing social justice issues, and graduate students engaged in programs across five campuses and online. Our mission is t

Knowledge of financial industry, financial products, and financial planning concepts. The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wea

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams, including responsibilities such as phone coverage, calendar management and expense processing.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Works with clients to plan their short and long-term financial

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank of America Financial Advisor. Key responsibilities include triaging client leads,

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans. Ensures all NEW clients receiv

Executive Advisory Firm Seeks Consulting Chief Financial Officer (CFO) Advisor. Consulting Chief Financial Officer (CFO) Advisor to work with the other principals in our firm to provide the best solutions to our clients across the globe. ExecHQ is an advisory firm comprised of executives with extens

The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor. SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client

The Advisor Group is in search of a Business Development Analyst to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management

SCS Financial is looking for an Associate to join the Client Advisor Services team. Experience with financial services technology investment accounting platforms, client relationship management (CRM) tools and client reporting software.

Responsibilities The Graduate Admissions and Financial Aid Advisor works with the Enrollment Services team in support of recruitment, admissions, and financial aid efforts. Graduate Admissions And Financial Aid Advisor. General duties will involve recruitment of prospective students for the School's

Job Description POSITION SUMMARY The Business Development Partner, internally known as Market Manager, is responsible for increasing Vistage's presence in assigned local territories by developing business and supporting new Chair candidates. This remote role engages with potential new members, facilitates business development events, and builds relationships with local centers of influence. The ideal candidate has proven inside and outside sales experience, a consultative approach, and a passion for impacting the business community. This consultative sales professional will model and share best practices, tools, technology, and other resources with our Chairs to attract and retain the best members, contributing to and enhancing the overall Vistage community experience. The Business Development Partner is responsible for meeting territory sales goals to achieve annual growth and revenue targets. This role partners with multiple levels within the Vistage organization, field personnel, and Chairs to develop strategies to grow the business successfully. This position reports to the Regional Senior Vice President. THE COMPANY Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact. The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 counties worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and get better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts. Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at . VISTAGE EMPLOYEE LIFE Vistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success: • Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world., • We sweat the details. Our on-site gym is decked out with Peloton bikes and other top-tier fitness equipment to keep your workout challenging and fresh. Our campus also offers access to an additional gym, volleyball courts, and a scenic office park, perfect for getting in those midday steps!, • We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program., • We invest in you. Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Anthem Blue Cross, along with access to company-subsidized dental, vision, and life insurance coverage available to employees at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you’ve saved. You’ll also start with 16 days of paid time off + 12 paid holidays per year to allow you to relax and recharge; employees receive additional annual paid days off based on tenure. RESPONSIBILITIES Business Development: • Develop and implement strategies to increase Vistage's presence in priority markets., • Engage C-level candidates (CEOs, Key Executives, and Business Owners) from online sources in insightful conversations and presentations to uncover prospects' needs (information exchange) and partner with building Chairs (selection interview) to close., • Create and manage sales pipelines and forecasts to meet and exceed regional sales goals., • Utilize CRM (Salesforce.com) to manage prospects, sales funnel, and event reporting., • Partner with new and recently launched Chairs to develop group build strategies, identify and onboard members, and facilitate Vistage experience meetings., • Provide coaching, problem-solving, and educational support to Chairs to ensure their success., • Develop and implement coaching strategies to inspire and support Chairs in building a professional services practice., • Assist in growing membership for the Chair’s practice., • Implement and execute event and meeting strategies to provide high-touch, high-value executive meetings and support content for genuine Vistage group experiences., • Develop key accounts and manage high-level client relationships., • Identify, develop, and cultivate relationships with partners. Manage high-level partner relationships., • Develop relationships with local centers of influence (such as local chambers and ACG) to increase Vistage's visibility and reach in the community., • Conduct thorough presentations with business owners and industry leaders to engage in insightful conversations, uncover prospects' needs, and maintain good customer relations until the close., • Lead, direct, and design tactics to strengthen the regional sales initiative by incorporating opportunities from both individual regions and the regional sales teams., • Partner with field management to identify opportunities for market penetration and make recommendations to the Regional Executive regarding maximizing sales opportunities. QUALIFICATIONS • Bachelor's degree or equivalent experience., • 5+ years of expertise in business development or related functions., • Strong outside sales experience in a solution advisor relationship. Working with independent channels is a plus., • Proven experience in consultative sales and business development, preferably in a professional services environment., • Previous coaching/development background., • Strong understanding of Salesforce CRM tool and proficiency in all Microsoft Office packages (Word, Excel, PowerPoint, Outlook)., • Excellent presentation skills to a C-level audience., • Ability to create trust and build long-lasting, productive business relationships., • Strong work ethic with evidence of meeting or exceeding sales or revenue goals., • Creative problem-solving skills and the ability to learn new skills quickly., • Sophisticated business acumen, emotional intelligence and presence., • Strong communication skills with high energy and enthusiasm. TOTAL COMPENSATION RANGE $80,000 Salary + Generous Incentive Package + Company Bonus JOB LOCATION Remote in Boston, MA or Stanford, CT, with up to 50% travel within the region.

Job Description Full Job Description Starting from $18.25 -$ 25.00 To Fulltime/Part-Time Hours Therapeutic Mentoring (TM) offers structured, one-to-one, strength-based support services between a therapeutic mentor and a youth for the purpose of addressing daily living, social, and communication needs. The mentor works with a clinical therapist to explore a youth’s interests and abilities and creates activities that build various life skills and result in linkages to community activities. Therapeutic Mentoring services are in person and typically provided to youth in any setting where the youth reside, such as the home (including foster homes and therapeutic foster homes). We encourage individuals who believe they have the skills necessary to thrive to apply for this role even if they don't meet 100% of the job requirements. About us: Community Services Institute (CSI) was one of the first outpatient community mental health clinics to offer home-based therapy to families facing barriers to mental health care. Through our Children’s Behavorial Health Initiative (CBHI)- Therapeutic Mentoring (TM) program we offer community-based interventions that support youth under 21 years old and actively engaged in therapy. Therapeutic Mentor Expectations: • Work directly with youth and support families to achieve success, • Afterschool and weekend hours required, • Clearly communicate and consistently meet with family and natural supports, • Teach youth conflict resolution, impulse regulation and positive coping skills, • Strength-based support for social skills and self-esteem building in the community (Library, YMCA, Volunteer facilities, Parks, etc.), • Weekly consult directly with a master’s level clinician to provide strengths-based and trauma-informed interventions, • Assess needs and implement collaborative goal-directed lesson plans, • Required monthly mandatory staff meetings and weekly clinical supervision with licensed (LICSW/LMHC/LP) supervisors Qualifications: • Bachelors or Associates degree in human service field and 12 months total experience working with children/adolescents/transition age youth, • High school diploma or GED and a minimum of 24 months total experience working with children/adolescents/transition youth, • Applicant must be at least 21 years old, • Bilingual and culturally fluent (Spanish/English) desirable, • Reliable vehicle for work use, proof of vehicle insurance and clear driving record, • Background Check required OR What we offer: • Competitive hourly rate, • Bi-Weekly productivity bonus, • Training stipends are available during the first 6 weeks of training and case building 10-40 hours a week, • 2 weeks paid time off in the first year for full time, • Health insurance benefits including medical, dental, and vision, • Access to a Financial Advisor, • An experienced and passionate team of behavioral/mental health professionals, • 401K Retirement Plan (After 1,000 hours), • Professional development Community Services Institute strives to build a team of providers as diverse as the population we serve. Community Services does not engage in any unlawful discrimination that would limit, segregate, or classify applicants for employment in any way that would deprive any individual of employment opportunities because of such individual’s race, color, religious creed, national origin, ancestry, sex, gender identity or expression, sexual orientation, genetic information, disability or military status. Community Services strives to ensure work environment free of sexual harassment. Job Type: Full-time and Part-time Benefits: • Professional development (FT: $300, PT: $150), • Training Stipend, • Health insurance, • Vision Insurance, • Dental Insurance, • Bi-Weekly productivity bonus, • 2 weeks paid time off, • Free virtual workouts with certified trainers, • 401K Retirement Plan Education: • Bachelors/Associates, • Highschool Diploma/GED Company Website:

Job Description ????Join KEYRUS and transform the future with us! ???? Who are we? Keyrus Group is a trusted leader in Data Intelligence with offices across the globe in 26 countries. Our expert team provides strategic data engineering, data discovery, and data science solutions for our clients, primarily in the retail, non-profit, and financial services industries. If you are looking to join an innovative startup-style company that has the support of an internationally recognized brand, we encourage you to apply and join our US team! ????Do you like dynamic and challenging environments? ABOUT THE ROLE Keyrus NORAM is seeking a full-time Cloud Solutions Architect to play a key role in shaping our go-to-market strategy and driving impactful client engagements. In this role, you will collaborate with customers, partner alliances, and multidisciplinary teams to design and implement innovative, enterprise-grade cloud solutions. You will also assist our partner alliances with pre-sales activities from the technical side, ensuring alignment between business needs and technical capabilities. You will be expected to take complex, ambiguous business challenges and translate them into clear, scalable, and secure architectures that deliver measurable value. The ideal candidate brings deep expertise in AWS and Azure, with strong proficiency in DevSecOps, cloud and data architecture, networking, Linux, and Windows environments. This is a high-visibility role where you’ll have the opportunity to influence strategic decisions, mentor team members, and directly contribute to Keyrus’s growth by building cutting-edge cloud solutions for our clients. Primary Duties: • Act as a trusted advisor for our software partners and customers on solutioning and scoping discussions., • Be an effective storyteller on how technical solutions can solve business challenges, • Provide service and software cost estimations for projects, • Expert in the AWS or Azure Well Architect Framework and lead design sessions, • Design, deploy, and maintain cloud infrastructure on AWS using services such as EC2, S3, VPC, Lambda, RDS, and DynamoDB., • Build scalable, reliable cloud architectures tailored to business needs., • Manage and enhance AWS environments, including security configurations, networking (VPCs), and IAM roles., • Hands on experience designing and building Lakehouse solutions, • Use infrastructure-as-code tools like CloudFormation or Terraform to automate environment setup., • Develop scripts (using Python, Bash, or PowerShell) to automate routine tasks., • Set up and manage CI/CD pipelines to automate application deployment., • Apply best practices for securing AWS environments, including managing access controls, encryption, VPNs, and firewalls., • Implement monitoring and alerting systems using AWS tools like CloudWatch and CloudTrail to ensure compliance and operational visibility., • Perform security evaluations and audits of AWS environments on a regular basis., • Monitor resource utilization, optimize performance, and recommend cost-saving strategies., • Leverage tools such as AWS Cost Explorer and Trusted Advisor to analyze spending and improve efficiency., • Track system health and application performance with monitoring tools., • Troubleshoot cloud issues, respond to incidents, and provide support when needed., • Use log analysis and monitoring platforms (e.g., CloudWatch, Datadog, New Relic) to identify and resolve system bottlenecks., • Collaborate with development, operations, and business teams to understand needs and deliver effective cloud solutions., • Keep current with new AWS offerings and evaluate how they might benefit existing and new customers, • Participate in design reviews and recommend architectural improvements. Required Qualifications: • Education: Bachelor’s degree in Computer Science, IT, Engineering, or a similar discipline., • Certifications: AWS certifications (e.g., AWS Certified Solutions Architect or DevOps Engineer), • Experience: Minimum of 5 years working in cloud engineering roles, particularly with AWS and/or Azure., • Technical Expertise: Strong knowledge of core AWS services like EC2, S3, VPC, RDS, Lambda, ECS, IAM, CloudFormation, and CloudWatch., • Communication: Excellent verbal and written communication skills with the ability to work well in collaborative team environments. Why Keyrus? • We are a Great Place to Work ????, • We offer a challenging environment, where you will work with cutting-edge technologies in the world of consulting ????, • We have competitive benefits and multiple opportunities for professional growth???? Join us at Keyrus! ????

Job DescriptionSalary: Title: Director, Global Transaction Management, NZCB Location: Hybrid, Boston, MA (required in Boston office Tuesday-Thursday) Reports to: Chief Executive Officer, Chief Financial Officer About Sustainability Roundtable, Inc. Sustainability Roundtable, Inc. (SR Inc) is a Public Benefit Corporation and a Certified B Corporation. SR Inc is a leader in Strategic Advisory Services specializing in Corporate Sustainability Strategy and enterprise decarbonization. Through our flagship Sustainable Business & Enterprise Roundtable (SBER), we empower executives at more than 100 Fortune 500 and global growth companies to set and update goals, drive progress, and report results. SR Inc also leads the Net Zero Consortium for Buyers (NZCB), the premier confidential community for corporate clean energy buyers. Member-Client companies have made NZCB the leading platform for aggregated procurement of utility-scale clean energy in North America and Europe, with over 1.2 gigawatts and $1.7 billion in transaction volume completed to date. Through NZCB, SR Inc supports companies such as Akamai, Autodesk, Biogen, Cisco, MilliporeSigma, PTC, Synopsys, Thermo Fisher Scientific, Wayfair and many moremany of whom have participated for nearly a decade in our membershipin using Environmental Attribute Certificates and procurement of clean energy to drive the development of new utility-scale clean energy and storage projects in North America, Europe, and Asia. Position Overview We are seeking a high-performing, purpose-driven Director, Net Zero Consortium for Buyers (NZCB) to help lead and scale the success of NZCB. This leader will play a critical role in advising world-leading companies as they pursue aggregated and individual transactions to decarbonize their global operations. The Director will support the continued growth and successful closings of NZCB transactions and help shape the future of corporate clean energy strategy and collaboration. Key Responsibilities Strategic Leadership & Consortium Management • Help lead the strategic direction and operational delivery of the Net Zero Consortium for Buyers., • Help organize and represent Member-Client demand for our next GW campaign of over 1 GW of clean energy procurement across North America and Europe., • Ensure the timely, successful closing of high-impact, utility-scale clean energy transactions., • Serve as a trusted advisor to global Directors of Sustainability and Energy Procurement., • Guide clients in leveraging Environmental Attribute Certificates to support decarbonization and grid-scale renewable energy development., • Represent NZCB members in collaborative efforts that accelerate clean energy markets., • Provide subject matter expertise on VPPA, PPA, and clean energy transaction structures., • Maintain strong relationships with clean energy developers, brokers, and legal partners., • Contribute to Request for Proposal development and management., • Contribute to NZCBs five level risk ranking development on market evaluation, developer ranking, project ranking, legal ranking, and multi-scenario financial modeling., • Engage with NZCBs partners and tools such as LevelTen, ReSurtey, Perplexity and more., • Monitor and interpret market trends across North America, Europe, and Asia., • Contribute to continuous improvement of NZCB methodology, deliverables, and success metrics. Qualifications • Minimum of two years representing corporate buyers in procurement through VPPAs., • Minimum of four years of experience in clean energy markets and services., • Deep understanding of clean energy transaction structures (e.g., VPPAs, PPAs, EACs)., • Strong quantitative analysis capabilities; able to assess project economics and risk., • Outstanding writing and communication skills; proven ability to influence executive stakeholders., • Track record of high client satisfaction and strong professional references., • Bachelors degree required; relevant advanced degree a plus., • Passion for sustainability, equity, and helping global companies lead in decarbonization. Compensation & Benefits Compensation at plan exceeds $200,000 in the first year. SR Inc offers a competitive benefits package including health and dental insurance, a 401(k) plan with employer match, paid parental leave, and commuter benefits. Employees also receive three weeks of paid vacation, all national holidays, and two week-long company closures during the winter holiday season and the week of July 4th. Join us in shaping the clean energy future. Help global companies lead with purpose and impact through collaborative, market-moving transactions.