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Job DescriptionDescription: ABOUT VISANTE We are relentless in solving the most complex challenges in health system pharmacy—designing pharmacy footprints that meet our clients where they are today and position them to win tomorrow. Our work delivers measurable financial gains, operational excellence, and an elevated patient experience. We set ambitious goals, move with urgency, and create extraordinary value. Obsessed with client impact, we thrive in a collaborative, innovative culture where deep expertise turns insight into action. We’re proud of the results we deliver and the trust we earn—fueling sustained growth and exceptional client satisfaction. Our mission is to transform healthcare through pharmacy, and our vision is to reimagine pharmacy to improve lives. ABOUT THE POSITION (Hybrid, Travel Required) The Director will provide strategic and operational leadership in advancing Visante’s pharmacy supply chain and consolidated service center (CSC) capabilities. This role is responsible for directing high-impact client engagements, setting the vision and approach for supply chain strategy, operational optimization, and centralized service models. The Director will own engagement outcomes, establish project governance, and ensure delivery excellence across complex, multi-stakeholder environments. As a senior leader and recognized subject matter expert, the Director will lead and mentor cross-functional consulting teams, fostering strong performance, professional development, and best-practice execution. This individual will serve as a trusted advisor to client executives, guiding critical operational and investment decisions, while also shaping Visante’s thought leadership, service offerings, and long-term growth in pharmacy supply chain and CSC services. Principal Duties and Responsibilities • Lead pharmacy supply chain and CSC strategy engagements, shaping transformation initiatives across complex healthcare environments., • Assess, design, and implement consolidated service center (CSC) models spanning centralized procurement, distribution, logistics, and service operations., • Advise clients on inventory optimization, procurement strategies, medication distribution, and operating models to improve cost, service, and performance., • Guide the selection and implementation of automation, technology, facility design, and workflow solutions aligned with leading practices and regulatory requirements., • Own end-to-end delivery of multiple concurrent client engagements, ensuring quality, timeliness, and achievement of defined outcomes., • Serve as a trusted senior advisor and primary client contact, leading executive discussions and translating complex analyses into actionable insight., • Oversee rigorous quantitative and qualitative analyses, developing practical recommendations and implementation roadmaps., • Build strong client and internal relationships, identify opportunities for engagement growth, and contribute to firm thought leadership., • Lead clients through implementation to ensure adoption, sustainability, and measurable long-term impact. Required: Doctor of Pharmacy (PharmD) or Bachelor of Pharmacy degree. Preferred: Advanced graduate degree (MS, MBA, MPH, or MHA). Experience Required: Minimum of 5 years of experience working in health system pharmacy, healthcare consulting, or related operational leadership roles. Demonstrated minimum of 2 years' experience leading large-scale strategic and operational initiatives within pharmacy supply chain environments, including inventory management, procurement, distribution, centralized services/CSC design or implementation, automation, and technology-enabled operating models, with working knowledge of applicable legal, regulatory, and compliance considerations (e.g., licensing, distribution, 340B). Preferred: Proven ability to lead complex, client-facing engagements—preferably in a consulting or advisory capacity—managing cross-functional workstreams, navigating ambiguity and transformation, and delivering high-impact outcomes. Licensure Required: Must have an active pharmacist license. Special Skills: • Strong analytical and problem-solving skills with the ability to synthesize complex data into clear, executive-level insights and actionable strategies, • Proven ability to lead and deliver complex client engagements, effectively managing multiple priorities while maintaining high-quality outcomes, • Demonstrated project management capabilities, including planning, execution, risk mitigation, and delivery against defined timelines and budgets, • Excellent communication and presentation skills, with the ability to engage and influence stakeholders at all levels, including senior executives, • Strong business acumen and relationship-building skills, enabling trusted advisor partnerships and alignment of operational solutions to strategic and financial outcomes Equal Opportunity Statement: Visante is an equal opportunity employer. Visante’s people are its greatest asset and provide the resources that have made the company what it is today. Visante is, therefore, committed to maintaining an environment free of discrimination, harassment, and violence. This means there can be no deference because of age, religion or creed, gender, gender identity or expression, race, color, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable laws and regulations.

Job Description ABOUT INSPIRE MEDICAL SYSTEMS Inspire is the first of its kind medical device designed to make a difference in the lives of those living with Obstructive Sleep Apnea (OSA). We are revolutionizing the sleep industry with our FDA-approved medical device, designed to reduce OSA severity for those who cannot tolerate or get consistent benefit from CPAP. Inspire Medical Systems is committed to enhancing patients' lives through sleep innovation. We are steadfast in our commitment to prioritize patient outcomes, act with integrity and lead with respect. With positive persistence at our core, we are committed to all those we serve. WHY JOIN OUR FAST-GROWING TEAM At Inspire, we value people – your diverse experiences, backgrounds, and thoughts. We elevate voices and encourage learning opportunities to build a professional network that grows into community. We embrace a people-first culture by offering excellent benefits, 401k matching, ESPP, flexible time off (FTO), and tuition reimbursement. If you're passionate about making a difference in people's lives and want to work with innovative technology, come be a part of our great team! ESSENTIAL JOB FUNCTIONS The Vice President of Corporate Finance is a senior finance executive responsible for leading the company's Financial Planning & Analysis (FP&A), treasury, and enterprise risk management functions within a publicly traded environment. This role reports to the CFO and partners closely with the executive leadership team to support financial strategy, capital markets readiness, liquidity management, and disciplined risk oversight. The VP of Corporate Finance plays a critical role in ensuring high-quality forecasting, robust internal reporting, investor-grade financial analysis, effective capital allocation, and strong governance in support of earnings performance, long-term growth, and shareholder value creation. OPPORTUNITIES YOU WILL HAVE IN THIS ROLE Financial Planning & Analysis (FP&A) • Guide the organization's enterprise-wide budgeting, forecasting, and long-range planning processes aligned with public company reporting cycles to deliver financial plans aligned with business strategy and priorities., • Deliver accurate, timely, and investor-grade financial analysis, KPIs, and management reporting to support earnings guidance and strategic decision-making. Turn complex data into clear insights that help leaders understand trends, risks, and opportunities., • Drive operational delivery with business leaders by analyzing performance versus plan, identify drivers of variance, and develop plans to solve gaps., • Oversee scenario planning, sensitivity analyses, and financial modeling related to earnings, capital allocation, and strategic initiatives., • Support quarterly earnings processes, including internal forecast reviews, management presentations, and coordination with Investor Relations., • Oversee global treasury operations, including cash and liquidity management, banking relationships, and payment strategies., • Manage capital structure, including debt facilities, credit ratings, covenant compliance, and relationships with lenders and rating agencies., • Support capital markets activities such as equity and debt offerings, share repurchases, and dividend programs to support long-term shareholder value creation and strategic growth opportunities., • Lead working capital optimization and cash flow forecasting initiatives., • Design, implement, and manage the company's global insurance programs, including property, casualty, general liability, workers' compensation, auto, professional liability, D&O, cyber, and other specialty coverages as applicable., • Lead annual insurance renewals, including exposure analysis, program structuring, underwriting submissions, negotiations, and coverage placement., • Manage relationships with insurance brokers, carriers, and third-party administrators to ensure optimal coverage terms and cost efficiency., • Evaluate alternative risk financing strategies, including self-insurance, captives, and retentions, as appropriate., • Build, lead, and develop high-performing teams across FP&A, treasury, and risk management., • Act as a strategic advisor to the CFO and executive leadership team on financial performance, capital allocation, and risk., • Collaborate closely with Investor Relations, Accounting, Tax, Legal, and Strategy teams to ensure consistency in financial messaging and disclosures., • Collaborate closely with business leaders to recognize business improvement opportunities, build strategy, and maximize results., • Document product and therapy related field reports within the prescribed timelines and provide any necessary documents required to complete the investigation. Provide follow-up reporting as needed., • Complete training requirements and competency confirmations as required for this position within the required timeline., • Comply with applicable quality system procedures/policies and make suggestions for continuous process improvement. Educational Requirements: • Bachelor's degree in Finance, Accounting, Economics, or a related field. Required Experience: • 15+ years of progressive finance experience, including leadership roles within a publicly traded company., • Deep expertise in FP&A, treasury, capital structure, and financial risk management in a public company environment., • Strong understanding of SEC reporting cadence, earnings processes, and investor-facing financial rigor., • Proven experience partnering with executive leadership., • Exceptional analytical, financial modeling, and communication skills., • Proven track record of building teams and developing talent. Leads by example in creating a culture of teamwork, high performance, and collaboration with business partners., • MBA or CPA certifications #LI-Onsite The salary for this position will be offered at a level consistent with the experience and qualifications of the candidate. This information reflects the anticipated salary range for this position at the time of posting. The salary range may be modified in the future and actual compensation may vary from the posting based on various factors such as geographic location, work experience, education and/or skill level. Salary$275,000—$330,000 USD BENEFITS AND OTHER COMPENSATION Inspire offers a highly competitive benefits package including (general description of the benefits and other compensation offered): • Multiple health insurance plan options., • Employer contributions to Health Savings Account., • Dental, Vision, Life and Disability benefits., • 401k plan + employer match., • Identity Protection., • Flexible time off., • Tuition Reimbursement., • Employee Assistance program., • All employees have the opportunity to participate in the ownership and success of Inspire. Employees at all levels can participate through equity awards and the Employee Stock Purchase Program. Inspire Medical Systems provides equal employment opportunity (EEO) to all employees and applicants without regard to race, color, religion, creed, sex, national origin, age, disability, marital status, familial status, sexual orientation, status regarding public assistance, membership or activity in a local commission, military or veteran status, genetic information, pregnancy or childbirth, or any other status protected by applicable federal, state, and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training, and social and recreational programs. Inspire Medical Systems complies with applicable laws governing non-discrimination in employment in every location in which Inspire Medical Systems has facilities. All such employment decisions will be made without unlawfully discriminating on any prohibited basis. Inspire Medical Systems is an equal opportunity employer with recruitment efforts focused on ensuring a diverse workforce. Applicants with a disability that need accommodation to complete the Inspire Medical Systems application process should contact Human Resources at 844-672-4357 or email careers@inspiresleep(dot)com Inspire Medical Systems participates in E-Verify.

Job Description SitelogIQ is a rapidly growing company focused on making buildings better. We provide planning, design, and management solutions for organizations that want efficient and sustainable building environments that are healthier and safer for their occupants. Our Senior Energy Sales Account Executive will work out of our Midwest Division, located in Edina, Minnesota. The Senior Energy Account Executive will lead business development efforts within the higher education and municipal sectors. This role is responsible for originating, developing, and closing complex energy and infrastructure projects that deliver measurable financial, operational, and sustainability outcomes for clients. The sales territory generally places an emphasis on Minnesota but will also include North Dakota, South Dakota, and Wisconsin. The salary range is $120,000-$150,000. The salary may vary within the range based on factors such as location of the role, and a candidate’s experience, knowledge, skills, and abilities. Energy Sales Account Executive Responsibilities Business Development & Sales Strategy • Develop and execute a strategic sales plan targeting higher education institutions and municipal entities., • Identify, qualify, and pursue new project opportunities aligned with client capital, operational, and sustainability objectives., • Facilitate the full sales cycle from prospecting through contract execution., • Establish trusted advisor relationships with municipal and higher education leaders, facilities directors, finance officers, and procurement teams., • Facilitate executive-level discussions around capital planning, energy efficiency, deferred maintenance, resilience, and decarbonization., • Collaborate with facility analyst, engineering, finance, and operations teams to develop comprehensive energy and infrastructure solutions., • Lead proposal strategy, pricing alignment, and contract negotiations., • Monitor market trends, regulatory developments, funding mechanisms, and incentives impacting higher education and municipal markets., • Provide insights to leadership regarding competitive positioning and emerging opportunities., • Contribute to long-term market expansion strategies Energy Sales Account Executive Qualifications • Required, • 7+ years of consultative sales experience in energy services, ESCO, infrastructure, or related technical solutions., • Demonstrated success selling into higher education institutions and/or municipal governments., • Strong understanding of performance contracting, capital project development, and public procurement processes., • Proven track record of closing complex, multi-million-dollar deals., • Ability to manage long sales cycles and multiple stakeholders., • Excellent communication, presentation, and negotiation skills., • Valid drivers license required; travel required up to 50% within assigned territory., • Preferred, • Bachelor’s degree in Business, Engineering, Sustainability, or related field (advanced degree preferred)., • Experience with energy conservation measures (ECMs), renewable energy systems, central plant optimization, smart building technologies, or decarbonization strategies. Benefits We offer a highly competitive salary, and comprehensive benefits, including: • Medical, dental, and vision insurance, • Disability and life insurance, • 401K, • Flex time off, • 12 paid holidays, • Tuition reimbursement, • Opportunities to drive our DE&I efforts by joining our affinity groups, Veterans and Allies Leadership Organization or Women Inspiring & Strengthening Everyone At SitelogIQ, we’re focused on creating a great environment for our team first so that it is more energizing and rewarding to focus on creating a great customer experience. That’s what we call a win-win. We partner with clients in K-12, higher ed, government, healthcare, multifamily housing, and industry to optimize energy efficiency, improve indoor air quality, address lighting, and improve the customer experience. With offices across the country, it’s rewarding to make a difference in the communities where our teammates live and work. SitelogIQ is an Equal Opportunity Employer and participates in E-Verify. #LI-JH1

Job Description Join Foster Klima, a respected financial services agency, as a Registered Client Associate & Operations Coordinator. In this role, you'll support our team across Insurance, Investments, and Firm-Wide Operations, playing a vital part in ensuring smooth operations and exceptional client experiences. You're a detail-oriented, proactive professional who thrives in a dynamic, fast-paced environment. With us, you'll have the opportunity to evolve your role as our departments grow, making a meaningful impact on both clients and advisors. At Foster Klima, we're committed to your growth and success. We offer a collaborative work environment where you can work with clients nationwide, once licensed. You'll benefit from ongoing development and competitive compensation, all while being a part of innovative projects that contribute to financial achievement. If you're ready to join a team that values empowerment and professionalism, we'd love to hear from you. Let's build lasting financial success together. Compensation: $60,000 - $90,000 yearly DOE Responsibilities: Insurance & Investment Services • Develop mastery of core operational systems (account opening, servicing, etc.), • Address and resolve all incoming firm‑level client inquiries related to insurance & investments, • Assist with introducing the appropriate advisor based on each client’s needs, • Design and execute client engagement strategies, • Review and follow up on any outstanding issues related to advisor compensation, • Serve as a solution‑oriented troubleshooting resource for our advisors and their teams related to operational issues, • Assist the Director of Wealth Management with coordinating training meetings and events, • Support the onboarding and development of new investment advisors, • Assist candidates in preparing for investment certification exams, • Provide general support to the firm as needed Firm‑Wide Operations • Help support planning and preparation for firm‑wide events, • Support firm‑wide compliance initiatives, • Exceptional organizational skills with the ability to multitask and prioritize effectively, • Demonstrated commitment to delivering outstanding customer service, • High attention to detail and accuracy, • Proactive and self‑motivated problem solver, • Proficiency in computer programs, including Microsoft Excel, Word, and Outlook Requirements: • Hybrid: 3 days in-office per week, • At least 1 year of experience in the financial services industry (3+ years preferred), • Life, Accident & Health Insurance License Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being. Let’s Talk! If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you. No sales territory restrictions — you can work with clients across the U.S. once licensed.

Job Description Position Title: Product Business Analyst Reports to: VP, Product Owner Department: Technology Location: 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 / In office position Classification: Full-time; Exempt Summary: The Product Business Analyst is an integral member of our development and technology support team. Primary responsibilities include: facilitating communication between technical and business resources, assisting with product support, outlining new product development, and administrating internal Salesforce environments. Essential Job Functions: Communicate effectively between a wide range of business stakeholders and the development team on gathering business requirements, solution design, and project implementation. Assist the product owner with managing the product backlog, developing detailed user stories, documenting solutions, and prioritizing development items. Primary Responsibilities: · Troubleshoot production issues within internal and customer-facing systems and Salesforce environments using product knowledge and simple development tools such as debug logs, the developer console, and other Salesforce/browser debugging tools · Document User Stories for new features and ongoing enhancements. · Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and departments, as well as troubleshoot and audit data issues · Complete user acceptance testing as needed, use your understanding of business requirements to determine whether the product is functioning as expected and meets user and business needs. Qualifications: · Bachelor’s degree in MIS or a related field · Experience with Salesforce administration including user management, sharing rules, and data visibility or desire to expand expertise in this area · Experience in Scrum/Kanban methodologies and their various processes and ceremonies · Strong understanding of business analysis concepts including requirements gathering, user stories, acceptance criteria, communication, and documentation · Experience writing effective user stories and acceptance criteria, managing product backlogs, and effectively facilitating refinement meetings · Salesforce Certified Administrator preferred · Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC · Familiarity with cloud services like AWS (Lambda, EC2, RDS, CloudWatch), preferred · Preferred experience with HTML and CSS, UX design and prototype building, Conga (Orchestrate, Collaborate), Orion Advisor Tech, JIRA administration (including user management, configuring workflows and screens, and permission settings), Visio (workflow visualization) · Proficiency with Microsoft Office Suite, including Excel and Access · Familiarity with the wealth management or insurance industry strongly preferred Core Competencies: · Ability to manage competing demands and priorities · Attention to detail a must · Strong Problem-Solving Skills · Desire to take ownership of projects and see them through to completion · Strong team player · Strong Listening and Writing Skills Compensation & Benefits: Compensation (based on experience) · Annual base salary: $65,000 - $85,000 · This is an exempt position · Annual performance bonus target: 7% Benefits · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Free onsite parking Location: Simplicity Minnesota Office 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Thrivent is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As a Fortune 500 company and the nation's largest fraternal benefit society, we're here solely to help others achieve multiple financial goals. Thrivent has independent financial services practices across the nation, one being Apex Financial Group. In 2008, a group of financial advisors in Manitowoc, WI, formed Thrivent’s West Shore Team. It was renamed Apex Financial Group in 2019 when five Financial Advisors came together with a vision to better serve clients and the community by utilizing each other’s God-given talents. Our practice continues to grow, and we now have multiple branches in several cities with a well-rounded team of individuals ready to assist our members navigate their financial future. At Apex Financial Group, we have our own operations team, including Member Care Team, Wealth Management Team, Marketing and Events Team, and Business Support Team. Benefits: • 401(k), • Medical, dental and vision insurance, • Employee assistance program, • Flexible schedule, • Health savings account, • Life insurance, • Retirement plan Responsibilities: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Requirements: • Self-motivated, independent, and resourceful, • Entrepreneurial and have a business owner mindset, • Honest, dependable and trustworthy, • Driven to succeed and are motivated to help others, • Able to use good judgment to provide solid financial guidance, • Passionate about living a life of generosity by serving others, not just selling products, • Bachelor degree or equivalent work experience preferred, • Have a satisfactory background check and securities registration and/or insurance licensing verification, if applicable, • Have all outside business activity reviewed to ensure no conflicts of interest exist and compliance of regulatory requirements are met Plan to attend and meet face-to-face with hiring managers. Candidates will be considered for this position whether or not you attend the job fair. Pre-Register online at: Minneapolis Job Fair Monday, June 1, 2026 10:00AM - 12:30PM Embassy Suites by Hilton Minneapolis Airport 7901 34th Avenue South Bloomington, MN 55425 All of the companies at our job fairs have open positions they are seeking to fill. Tips for Success: Pre-register—Receive notifications of any updates or changes to the event, and receive information about upcoming events in your area. Dress professionally—First impressions go a long way. Bring multiple copies of your resume. Arrive anytime between 10 AM and 12:30 PM—Plan to spend 45 minutes to 1 hour at the event. Bring a friend—All job seekers are welcome. Prepare a brief but effective “brag” to let the people you meet get to know you. Keep an open mind—Meet with as many of the companies as you can; you may be pleasantly surprised at what you find. Remember, the best way to be considered for a position is to meet the hiring managers in person. Plan to attend this event! (Candidates will be considered for this position whether or not you attend the job fair.) Pre-Register online at:

Job Description Are you a detail-oriented professional with a passion for trading operations and investment markets? Do you thrive in a fast-paced environment where accuracy, analytical thinking, and collaboration are essential to successful trade execution? If you enjoy working with complex trades and improving trading processes while supporting a broader investment team, this may be an excellent fit. Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Investments, an independent, SEC registered investment advisor firm. What You’ll Do • Execute all daily trade requests including complex trades and large model rebalances, • Assist the Director of Trading with large trade requests and structured note trades, • Assign management styles and fee schedules to client accounts in Orion, • Process trade error corrections, • Work with custodial trade teams on executing and allocating trades to client accounts, • Analyze a range of fundamental and technical data, • Monitor cash balances and outlier positions in client accounts, • Continually educating oneself on the capabilities of the firm’s trading software as well as recommending improvements to the overall trading process What you Bring • 5+ years of financial services and/or investment industry – Required, • High School Diploma or GED – Required, • Bachelor’s Degree – Preferred, • Series 65 - Preferred, • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources, • Knowledge in managing and supervising others while maintaining an environment that is conducive to meeting team goals and company vision, • Advanced knowledge and experience of executing complex trades and model rebalancing including experienced trading VWAP and TWAP algorithms, • Advanced knowledge of investment products, trading procedures and platforms, • Advanced skills in Excel Our Benefits • Competitive compensation and comprehensive benefits, • 4 weeks of accrued PTO, plus 9 paid holidays, • Medical, dental, vision, life insurance, and 401(k), • 8 hours of paid volunteer time off (VTO), • Ability to work in-office four days per week with one remote workday, • Ongoing professional development and training, • A collaborative team that values expertise, initiative, and growth Why You’ll Love Working Here At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home. Check out more amazing opportunities here: Company DescriptionGradient Investments, LLC is an independent, privately-owned, fee-based, SEC registered investment advisor that provides professional money management services. We serve individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts.Gradient Investments, LLC is an independent, privately-owned, fee-based, SEC registered investment advisor that provides professional money management services. We serve individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts.

Job Description Position Title: UX Designer Reports to: Director, Creative Services Department: Marketing, Creative Services Location: Minneapolis, MN OR Summit, New Jersey Classification: Full-time, in-office Summary / Job Objective: Simplicity Group is seeking a creative and collaborative UX designer to join our creative services team. The ideal candidate is a problem-solver with a passion for aligning design with functionality to create a positive user experience. This role requires proficiency in Salesforce and HTML/CSS/or the ability to communicate effectively with developers. Familiarity with design systems and front-end implementation tools is also required, along with strong visual design skills. Essential Job Functions: As a UX designer, you will help define and improve the usability and effectiveness of our digital products (e.g., advisor/agent portals, internal tools, and applications) through process, structure, research, and execution. Your essential functions will center on ensuring our internal platforms are intuitive, efficient, and meet user needs. Your daily tasks will include conducting foundational research to analyze current and future user journeys, developing interactive prototypes to test user interactions, and testing the overall usability of our systems. Primary Responsibilities: · Perform UX research through user interviews, internal usage data, and competitive analysis · Prepare and deliver detailed design specifications and assets · Develop interactive prototypes to test user interactions · Create wireframes to focus on product structure and functionality of new features · Work closely with internal technology and operations teams to understand business requirements and ensure technical feasibility · Translate complex business processes and financial concepts into clear and logical user flows and journey maps to visualize the user's path through the product · Serve as a bridge between technology and design and effectively pitch the value of insights and ideas for different departments · Focus on the “big picture,” thoroughly understanding how design and technology changes affect the overall user experience · Ability to adapt to shifting priorities and timelines Qualifications: · Salesforce Certified Platform Strategy Advisor (Preferred) · Strong UX or Strategy Design Portfolio (Required) · Minimum 3 years of UX or Strategy Design Experience (Required) Core Competencies: · Wireframing & Prototyping · User Research · Visual/UI Skills · Information Architecture · Problem Solving · Business Acumen Compensation & Benefits: Compensation (based on experience) · Annual Salary: $85,000 - $100,000 · Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave Summit, NJ 07901 OR 3600 American Blvd W #700 Minneapolis, MN 55439 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job DescriptionSalary: Retirement Plan Advisor Cornerstone Private Asset Trust Company, LLC Bloomington, MN Who We Are: Cornerstone Private Asset Trust Company is a boutique firm built on relationships, flexibility, and a shared commitment to doing whats best for our clients. We operate as a highly collaborative team where everyone contributes, supports one another, and steps in where neededregardless of title. As part of the BGM Group, we partner across tax, wealth management, and advisory services to deliver a fully integrated client experience. Internally, that same collaboration defines how we workwithout silos or rigid role boundaries. Retirement plans are a key and growing part of our business. We partner with business owners to design, implement, and manage plans that align with their goals while ensuring fiduciary oversight and long-term success. Primary Purpose: We are seeking an experienced, client-focused Retirement Plan Advisor to join our team and take ownership of our retirement plan offering. This role will operate as a team of one initially, requiring someone who can independently manage client relationships, oversee plan execution, and contribute to growing the service line. This is an opportunity for someone who enjoys both high-level advisory work and hands-on execution, and who is motivated to help build a department over time. As the business grows, this role will have the opportunity to shape processes, expand services, and hire additional team members. What This Role Looks Like: This role owns the full lifecycle of retirement plan servicesfrom client advisory and plan design to coordination, execution, and ongoing relationship management. In a small team environment, success requires a willingness to roll up your sleeves and step in wherever needed to support clients and the broader team. Responsibilities Include but are not Limited to: Client Leadership & Advisory • Serve as the primary advisor for retirement plan clients, including business owners, HR teams, and employees, • Consult on plan design, strategy, and fiduciary responsibilities, • Lead onboarding, enrollment meetings, and ongoing client reviews, • Deliver employee education and retirement readiness support, • Act as the main point of contact for client questions and complex issues Operations & Execution • Coordinate with TPAs, recordkeepers, and other service providers, • Support plan administration activities such as contributions, distributions, and documentation, • Maintain accurate records and ensure compliance with plan requirements, • Review and interpret plan documents and assist with issue resolution, • Troubleshoot and resolve operational challenges with urgency and attention to detail Business Development & Growth • Identify opportunities to expand services within existing client relationships, • Participate in networking and business development efforts, • Partner with internal BGM teams to generate referrals and cross-sell opportunities, • Contribute to building a scalable and growing retirement plan practice Team Contribution (Key to Success) • Step in to support teammates and firm prioritieseven outside of core responsibilities, • Assist with process improvements, projects, or administrative needs as they arise, • Collaborate across departments to deliver a seamless client experience, • Help build and refine workflows in an evolving, growing environment Growth & Leadership Opportunity: • Play a key role in building and shaping the retirement plan department, • Develop processes, best practices, and service offerings, • Grow a book of business and expand client relationships, • Hire, train, and lead a junior team member as the function grows Preferred Qualifications and Skills: • 510+ years of experience in retirement plans, ERISA, or related financial services, • Strong knowledge of qualified plans and fiduciary responsibilities, • Experience working with TPAs, recordkeepers, and investment platforms, • Demonstrated ability to manage client relationships independently, • Business development experience or interest in growing a client base, • Strong organizational skills and attention to detail, • Ability to manage multiple priorities in a fast-paced environment, • Excellent communication and relationship-building skills, • Proactive, self-starter mindset with high accountability, • Comfortable working in a collaborative, less structured environment, • AIF, QPFC, or similar certifications (or willingness to obtain) Who Should Apply: • You are comfortable operating independently and taking ownership of your work, • You enjoy building processes and improving how things are done, • You are willing to step in wherever needed to support the team and clients, • You like variety in your work and are comfortable wearing multiple hats, • You are motivated to grow into a leadership role over time, • You value collaboration and being part of a close-knit team Who Might Not Be a Fit: • You prefer highly defined roles with strictly limited responsibilities, • You are not interested in client-facing work or business development, • You are uncomfortable working as a team of one initially, • You prefer large, highly structured organizations with clear role boundaries What You'll Love About Us: Make an Impact. This is an opportunity to build and shape a growing service line. Collaborative Culture. Work in a team-first environment where everyone contributes. Growth-Oriented. Your leadership path is tied to the growth you help create. Comprehensive Benefits. Health, dental, vision, life, disability, PTO, paid holidays, and 401(k). Flexibility. We offer a work environment that supports autonomy and collaboration. Incentive Opportunity. In addition to base salary, this role is eligible for performance-based incentives tied to: • Growth of retirement plan relationships, • New business development, • Client retention and satisfaction, • Contribution to team and firm initiatives Not sure if you check every box? Apply anyway. Were looking for the right mix of experience, mindset, and drive. If youre excited about building something meaningful and being part of a collaborative team, wed love to connect.

Job DescriptionDescription: ABOUT VISANTE We are relentless in solving the most complex challenges in health system pharmacy—designing pharmacy footprints that meet our clients where they are today and position them to win tomorrow. Our work delivers measurable financial gains, operational excellence, and an elevated patient experience. We set ambitious goals, move with urgency, and create extraordinary value. Obsessed with client impact, we thrive in a collaborative, innovative culture where deep expertise turns insight into action. We’re proud of the results we deliver and the trust we earn—fueling sustained growth and exceptional client satisfaction. Our mission is to transform healthcare through pharmacy, and our vision is to reimagine pharmacy to improve lives. ABOUT THE POSITION The Vice President, Client Success is a senior leader and trusted advisor responsible for managing and expanding complex, high-value partnerships within the hospital and health system sector. This role focuses on developing strategic relationships with C-suite executives, driving business growth, and ensuring the successful execution of managed services or similar partnerships. The Vice President leverages subject matter expertise to align Visante’s innovative solutions with client goals and deliver measurable, sustainable outcomes. Principle Duties and Responsibilities Partnership Sales • Partner with Sales, Analytics, and Executive Sponsors to support and expand new business and partnership opportunities., • Contribute to the development and financial modeling of managed service proposals and partnership structures., • Lead the creation of compelling RFP/RFI responses in collaboration with a cross-functional team., • Support client presentations, on-site pitches, and contract negotiations., • Define with input from client services and field operations, the execution roadmap for each client engagement., • Collaborate with internal project teams to set expectations and manage communications both internally and externally., • Establish meeting cadence and structure for both internal teams and client stakeholders to support transparency and alignment., • Ensure timely and accurate response to client requests, fostering high levels of satisfaction and trust., • Oversee the development and QA of client-facing reports, including financial and performance KPIs with cross-functional teams., • Address and resolve client issues with strategic, solution-oriented approaches., • Monitor engagement performance, track outcomes, and recommend adjustments to enhance results., • Accountability for project financial performance to budget and proforma, including revenue targets and managing project cost to budget., • Communicate financial trends and outcomes to client executives with clear, actionable insights., • Build and maintain trusted relationships with hospital and health system executives, serving as the primary point of contact., • Oversee the overall success of long-term engagements across multiple service lines and client sites., • Lead renewal efforts and ensure client satisfaction through delivery of measurable value., • Develop high-quality proposals, scopes of work, and executive-level presentations., • Represent Visante through thought leadership activities, including publications and speaking engagements., • Secure executive support for client references and co-branded marketing., • Establish and uphold quality standards to ensure excellence across all client deliverables. Required: Bachelor’s degree in pharmacy, PharmD, or a relevant master’s degree such as an MHA, MBA (Healthcare or Strategy), or MPH. Preferred: Master’s Degree. Successful completion of an ASHP Health System Pharmacy Administration and Leadership residency program. Experience Required: 5 years of progressive experience as a healthcare executive, health system pharmacy leadership, or in healthcare consulting. Preferred: Experience with health system pharmacy or pharmacy consulting. Special Skills: • Exceptional Client Relationship Management: Strong interpersonal skills with emotional intelligence, fostering long-term relationships and trust., • Team Leadership & Motivation: Proven success in inspiring and motivating matrixed teams to achieve outstanding results., • Strategic Thinker: Ability to influence perspectives, develop innovative solutions, and drive business growth., • Collaborative & Cross-functional: Highly collaborative, with a strong team orientation and adept at navigating complex, dynamic environments., • Problem Solving Expertise: Skilled in diagnosing complex challenges and implementing creative, analytical solutions., • Effective Communication: Outstanding verbal and written communication skills, including presenting complex ideas to senior executives., • Project Management: Able to prioritize competing demands, manage multiple projects, and deliver high-quality results on time., • Technical Proficiency: Proficient in MS Word, Outlook, PowerPoint, and Excel. Equal Opportunity Statement: Visante is an equal opportunity employer. Visante’s people are its greatest asset and provide the resources that have made the company what it is today. Visante is, therefore, committed to maintaining an environment free of discrimination, harassment, and violence. This means there can be no deference because of age, religion or creed, gender, gender identity or expression, race, color, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable laws and regulations

Job DescriptionSalary: $75,000-$150,000 Base + Uncapped Bonus Potential Who is BGM? BGM is a nationally recognized collective or entrepreneurial-minded advisors, analysts, accountants and auditors who leverage a full suite of financial services to provide present tense impact and future focused growth. We dont just solve problems, we anticipate needs. We dont just provide ideas, we provide insight. And we dont just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We are seeking a highly skilledWealth Advisor to join our team! The ideal candidate will play a crucial role in both relationship management and business development within the firm. They will manage a select group of current clients, delivering exceptional service and supporting the financial planning process. The primary goal of these relationships is to transition clients to a Service Advisor, allowing the candidate to focus on driving business development efforts. In this role, the candidate will ensure that meeting preparation and financial planning strategies are executed effectively, while also identifying opportunities to increase client engagement and expand service offerings. Strong interpersonal skills, a deep understanding of financial strategies, and a commitment to consistently delivering high-quality service are essential. Additionally, the candidate will be responsible for actively pursuing business growth through targeted marketing efforts, cross-selling BGM services, and enhancing the firm's brand recognition. This position offers a base salary of $75,000-$150,000 along with unlimited bonus potential based on meeting and exceeding new revenue goals. Responsibilities include but are not limited to: * Identify and engage new qualified clients * Identify and capture share of wallet from existing clients, and request client referrals * Lead projects to enhance marketing and lead generation strategies * Maintain and expand relationships with key business contacts and centers of influence (COIs) * Foster a sales culture that engages all employees in the sales process, while maintaining a service-oriented approach. * Ensure all client interactions and financial recommendations adhere to regulatory requirements * Stay informed about market trends, economic conditions, and regulatory changes to provide up-to-date advice * Contributes to the leadership of the group by mentoring Service Advisors and Paraplanners * Identifies opportunities during client conversations to generate business development opportunities Client Responsibilities: * Manage client relationships proactively, acting as the first point of contact * Answer routine client questions and service requests independently * Develop client strategy or advice independently, with decision-making authority * Consistently find opportunities to build deeper rapport with clients * Confidently discuss firm value proposition, service offerings, and deliverables * Competently discuss investment strategies Team Responsibilities: * Conduct meetings with clients, being sure to incorporate the Paraplanner or Service Advisor into the meeting when appropriate * Develop client strategy * Maintain strong working relationships with team members from all divisions * Take the lead on teaching topics of interest internally * Mentor Service Advisors and Paraplanners on their career trajectory * Grow business lines and work with prospects. Drive revenue to the firm Preferred Qualifications and Skills: * Bachelors Degree or equivalent work experience in lieu of degree * Experience in either a lead advisor role or business development role, with a demonstrated track record of or desire to step into a position where successfully acquiring new clients and driving significant revenue growth is paramount * Demonstrated understanding of financial planning concepts, investment products, financial regulations, and compliance standards * Certified Financial Planning (CFP) certification * Experience with industry-related programs such as Charles Schwab, Salesforce, MoneyGuidePro, Tamarac, and Holistiplan is considered a plus * Strong analytical skills and attention to detail * Exceptional written, verbal, and interpersonal communication skills, with the ability to explain complex financial concepts * Highly motivated, takes initiative, and works independently while also collaborating effectively in a team-oriented environment * Excellent organizational and time management skills, capable of prioritizing multiple tasks and anticipating potential problems * Excellent follow-up and follow-through capabilities * Ethical and professional conduct in all client interactions. * Proficient in Microsoft Office Suite (Outlook, Excel, Teams) * Continuously expand knowledge of financial planning strategies, investment products, and industry trends. * Knowledge of financial advice-related compliance and the financial planning industry * Uphold the core values of the organization: Own It, Take Pride, Seek Solutions, Care, Evolve & Grow What You'll Love About Us • Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position., • Rest and Relaxation. 18 days paid time off, 8 paid holidays,, • HealthBenefits. Medical with HSA and FSA options, dental, and vision., • Prepare for the Future. 401(k) with a generous company contribution, access to a personal finance professionals, and both legal and life insurance., • Give back. Get paid to give your time to the community:ask us about this!, • Educational Benefits.Whether you are studying for job specific certification, or currently enrolled in higher education, we can help cover some of those expenses., • Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location. Not sure if you qualify? Think about applying anyway: We understand that not everyone brings 100% of the skills and experience for the role. At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply! BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.

Job DescriptionCompany Description A LITTLE ABOUT US: At Dungarvin, we are more than a provider of support services; we’re a mission-driven team rooted in respect, inclusion, and person-centered care. Since 1976, we’ve been dedicated to enhancing the quality of life for people with intellectual and developmental disabilities, including those with mental health, behavioral, or complex medical needs. Our mission is simple but powerful: respecting and responding to the choices of people in need of supports. This mission guides everything we do; from creating individualized service plans to building strong partnerships with families, teams, and communities. As a Dungarvin employee, you’ll be at the heart of that mission. You’ll help people live meaningful lives on their own terms; supporting their goals, honoring their choices, and empowering their independence. With services nationwide, our team is united by a shared commitment to making a real difference; one person, one voice, one choice at a time. Join our nationwide family and let us help you achieve your unique goals and dreams. WE OFFER: • Compensation: Starting $104,100 annually, fixed rate. Plus bonus potential., • Work Environment: On-site in Mendota Heights, MN., • Team Culture: This is a fast-paced, high-visibility role in a collaborative, professional environment that values proactive, tech-savvy problem solvers who can manage multiple priorities, build strong relationships across departments, and deliver accurate, high-quality financial insights., • Work Schedule: Typically, 8 AM – 5 PM CST, flexibility available. Occasional overtime during peak periods; workload may vary week to week., • Travel Expectations: 10%–20% regional travel, with higher frequency during initial onboarding., • Retirement Plan: 401K plan with employer match after one year of service., • Time Away: PTO that increases with tenure, PTO donation options, and paid sick leave., • Company-Provided Hardware and Cellphone Stipend: All necessary equipment will be provided, along with a monthly stipend for cell phone expenses., • Insurance & Health: Medical, dental, and vision coverage (including dental for domestic partners), pet insurance, supplemental insurance options, and flexible spending and health savings accounts (FSA and HSA). Plus, 100% company-paid long-term disability and life insurance., • Employee Perks: National Brand Discounts, Employee Referral Program, and Employee Assistance Program., • Job Mobility: Dungarvin’s multi-state footprint allows internal job mobility nationwide., • Mileage Reimbursement: $0.50 cents per mile. Job Description We’re looking for a Regional Financial Analyst who goes beyond reporting. Someone who acts as a true business partner and strategic advisor. In this role, you’ll support a defined region and work closely with Operational leaders by providing insight, guidance, and financial clarity that drives decision-making. You won’t just build reports, you’ll explain the “why” behind the numbers and help shape the future of the business. This role combines technical expertise with strong interpersonal skills, offering high visibility, opportunity for impact, and exposure to multiple departments and initiatives. WHAT YOU’LL DO: • Lead monthly financial reviews, quarterly forecasts, and annual planning cycles, capturing and communicating key insights and decisions., • Develop and maintain budgeting models to support standard and customized contract negotiations., • Own key aspects of the monthly close process, partnering with accounting and operations to ensure accuracy and deliver clear, actionable variance analysis., • Translate complex financial data into clear, actionable insights that drive business decisions., • Lead high-impact ad hoc analyses, including new programs, acquisitions, and operational initiatives., • Partner closely with operational leaders to align financial plans with business realities and strategic goals., • Ensure accuracy of financial statements through collaboration with accounting and proactive issue resolution., • Assist with cost reporting requirements for external agencies and regulatory bodies., • Support the annual audit process by providing data, analysis, and responding to auditor inquiries., • Proactively identify trends, risks, and opportunities to support forward-looking decision-making.Qualifications MUST HAVE: • Education: Bachelor’s degree in Finance, Accounting, or related field., • Experience: 8+ years of experience in financial analysis, FP&A, or accounting., • Strategic Financial Planning: Extensive experience in budgeting, forecasting, reporting, and multi-entity financial management., • Systems: Experience with financial systems (Workday, Adaptive, or similar)., • Healthcare & Multi Entity: Experience in healthcare, human services, or multi-entity environments., • Business Intelligence & Analytics: Power BI or data visualization expertise., • Certifications: CPA, MBA, or relevant certifications., • Management: Supervisory experience is preferred. Additional Information SKILLS CRUCIAL TO SUCCESS IN THIS ROLE: • Analytical & Insight-Driven Thinking: Strong analytical and critical thinking skills, with the ability to translate complex data into actionable insights., • Adaptability & Technical Agility: Adaptable and tech-savvy; comfortable learning new systems and supporting software implementations., • Executive Communication: Excellent communication skills, capable of presenting financial information to executives and directors with clarity and confidence., • Relationship Building & Collaboration: Ability to build relationships across all levels of management and foster collaboration between finance and operational teams., • Organization & Time Management: Highly organized, able to manage multiple priorities, work independently, and meet deadlines consistently. This role offers a unique opportunity to step into a highly visible, high-impact position where your work directly influences business decisions and operational success. You’ll partner closely with leaders across multiple states, gaining deep exposure to both the financial and operational sides of the organization while shaping strategy through meaningful insights not just reports. You’ll have the autonomy to own your region, the trust to operate independently, and the chance to grow into an even more strategic role over time, all within a mission-driven organization where your contributions truly make a difference. IMPORTANT INFORMATION: Dungarvin is an equal opportunity and affirmative action employer. Please note: The deadline for all internal job applications is two weeks from the initial posting date. #LI-MF1 #LI-Hybrid #DDIJ

Job Description Wold Architects & Engineers, A dynamic architectural and engineering firm in downtown Minneapolis seeks a highly motivated, analytically rigorous, and execution-oriented Corporate Development Associate – M&A to help lead the company’s inorganic growth strategy. This high-visibility role supports, and increasingly leads, all phases of the mergers and acquisitions lifecycle and works closely with executive leadership, our private equity partner, and cross-functional teams. This position is ideal for an experienced M&A professional with 3-4 years of relevant experience and a strong transaction background who is ready to take on greater deal ownership, manage complex analyses, and play a meaningful role in shaping enterprise-level growth strategy within a lean, high-performing corporate development team. Responsibilities Include: Deal Sourcing & Pipeline Management • Contribute to the day-to-day management of the M&A pipeline, including assisting with sourcing new acquisition targets, tracking deal progression, maintaining CRM/deal management systems, and preparing pipeline review materials for senior leadership., • Develop comprehensive acquisition target profiles and screening memoranda, including financial overviews, strategic rationale, competitive positioning, and cultural fit assessments., • Support and contribute to outreach efforts to prospective acquisition targets, owners, founders, and intermediaries, including drafting introductory communications and coordinating exploratory conversations., • Build and maintain relationships with investment banks, industry advisors, and M&A intermediaries to expand the proprietary deal funnel., • Monitor market trends, competitor activity, and industry developments to identify emerging acquisition opportunities and inform pipeline prioritization. Financial Analysis & Valuation • Lead the development and maintenance of financial models and valuation analyses., • Build and own detailed deal models covering earnouts (cliff, linear, tiered), rollover equity, net working capital adjustments, and closing statement mechanics., • Prepare sensitivity, scenario, and return analyses to evaluate risk profiles and investment outcomes across various deal structures., • Analyze Quality of Earnings (QoE) reports and translate findings into actionable deal-level financial implications, including normalized EBITDA adjustments, working capital peg construction, and identification of debt-like items., • Support funds flow analysis, escrow structures, and tax-related considerations (asset vs. stock transactions, Section 338(h)(10), F‑reorganizations) in coordination with legal and accounting advisors. Due Diligence & Deal Execution • Support financial, legal, tax, HR, IT, insurance, and operational diligence workstreams from pre‑LOI through closing., • Manage diligence checklists, information requests, timelines, and third-party advisor coordination., • Organize and oversee virtual data rooms, including document flow, access controls, and version management., • Support LOI drafting, purchase agreement review and negotiation, indemnification analysis, representation & warranty insurance (RWI) processes, and closing mechanics., • Prepare management presentation materials, site visit agendas, and executive stakeholder briefing documents., • Track open diligence items, risk flags, and deal-critical issues, providing regular updates to senior leadership and investment committees. Market Research & Strategic Analysis • Conduct in-depth industry, market, and competitive landscape research across target verticals and geographies., • Benchmark valuation multiples, revenue profiles, margin structures, and operational KPIs across comparable companies and recent transactions., • Prepare investment committee memoranda, board presentations, PE sponsor updates, and executive-level briefing materials., • Maintain competitive intelligence on acquirer strategies, platform‑and‑add‑on models, and consolidation trends within target sectors. Post‑Acquisition Integration Support • Contribute to integration planning efforts, including Day 1 readiness and 30/60/90‑day integration roadmaps and functional workstream coordination across HR, Finance, IT, Legal, and Operations., • Support post‑close tracking of earnouts, synergy realization, KPIs, and lender covenant compliance and KPIs., • Help build and refine internal M&A playbooks, process templates, and best practices to create a scalable, repeatable corporate development function. Opportunities for Growth: • Significant deal ownership and direct exposure to executive leadership and our private equity partner, • Hands-on experience across the full M&A lifecycle, • Opportunity to shape and scale a growing acquisition platform, • Advancement potential within corporate development and the corporate side of the business, • Professional growth through complex transactions, mentorship, and industry exposure through professional development conversations every 6 months discussing growth opportunities Skills / Education: Required • Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related field, • 3–4 years of experience in investment banking, private equity, corporate development, M&A advisory, or transaction services, • Demonstrated interest in corporate development, • Exceptional analytical, financial modeling, and problem-solving skills, • Exceptional written and verbal communication skills with the ability to produce executive-level deliverables (investment memos, board materials, IC presentations), • Strong organizational skills and ability to manage multiple active deals in a fast-paced environment, • Proficiency in Microsoft Excel, PowerPoint, and Word and familiarity with data room platforms Preferred • Experience with middle-market M&A transactions ($2M–$100M revenue targets), • Exposure to PE-backed platforms and buy-and-build strategies, • Strong understanding of deal structures including earnouts, rollover equity, NWC mechanisms, indemnification, escrow, RWI and tax structuring (S-corp), asset/stock elections, F-reorg), • Familiarity with QoE reports, GAAP vs. cash-basis differences, WIP/POC accounting and normalized EBITDA analysis, • Experience with CRM or deal management tools (Dealroom, Salesforce, Affinity), • MBA, CFA, or CPA a plus Benefits Offered: • Competitive base salary with performance-based bonus opportunities, • Comprehensive medical, dental, and vision coverage, • 401(k) with 6% company match, • PTO frontloaded for immediate use, • Hybrid or flexible work scheduling (role-dependent), • Paid parental leave and paid volunteer time, • FSA and HSA options, • Short-term and long-term disability insurance, • Life insurance and dependent care assistance, • Professional development and certification reimbursement, • Frequent employee events and collaborative firm culture Wold offers a competitive wage and comprehensive benefits package. Wold is an Affirmative Action / Equal Employment Opportunity Employer.

Job DescriptionSalary: Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business through onboarding new clients and households. While still responsible for servicing a curated book of business and attaining a 97% or higher client retention rate, they will primarily be measured on annual goals associated with significant firm growth. The Advisors will spend approximately 80% of their time dedicated to business development and 20% servicing their existing book, leaning heavily on their Second Chair for service support. Essential Functions • Identify and acquire new clients through networking, referrals, and proactive outreach, • Develop and implement strategies to grow and capitalize on opportunities from current clients to increase both insurance premium production and AUM, • Lead client meetings, presenting comprehensive financial planning including investment strategies and risk management for up to 150 client households, • Provide white-glove service to existing clients, striving for a 97% client retention rate, • Partner with their Second Chair to record case notes, document meeting outcomes, and follow-up on action items in a timely manner, • Collaborate with the Planning Team to create and implement personalized financial plans for top clients, • Leverage all Northwestern Mutual approved artificial intelligence (AI) regularly, • Deliver presentations and conduct meetings with prospects to assess their financial needs and propose suitable solutions Required Education and Experience • Bachelors degree in Business, Finance, or a similar field, or commensurate work experience required, • FINRA SIE, Series 7, and Series 63 or 66 required (or ability to obtain), • MN Life & Health Insurance license required (or ability to obtain), • MN Variable Life Insurance License required (or ability to obtain), • CFP required (or ability to obtain), • ChFC, CLU, and/or RICP preferred, • 5 years of experience as a Financial Advisor, Client Service Manager, Private Wealth Service Advisor, or a related discipline, with progressively elevated roles required, • Attention to detail and accuracy required, • Personable, with the ability to build rapport and trust quickly, • Self-motivated with the ability to work both independently and as part of a team, • High level of professionalism and client service orientation, • Excellent written and verbal communication and presentation skills, • Proficient in the utilization of Microsoft Office Suite

Job DescriptionSalary: $55,000+ salary DOQ TheTalent Acquisition Recruiterrole is responsible for full time talent acquisition efforts for the Northwestern Mutual Minneapolis and Edina Offices. The task of sourcing and attracting quality full-time talent for this organization is the primary role and will be continuously improved by this individual. Success in this role will require the utilization of ones natural market, development of trusting internal office relationships with team members and Advisors, utilization of social media outlets, and development of professional referral relationships amongst community connectors to create firm brand awareness, source candidate names, and promote the Financial Advisor role. This role will need a natural, or experienced, sales personality to call, schedule, and nurture relationships with the candidates. Job Duties: • Assist with full-time recruiting efforts for the Minneapolis and Edina Offices to the expectations of leadership team and maintain measurable data to support recruiting results., • Generate weekly referrals and lead sources through internal office referrals, social media, and community connections., • Communicate directly, and frequently, with Front Line Leaders, the Director of Talent Acquisition, and the overall talent acquisition team on recruiting plans and strategies., • Develop and execute on new recruiting strategies to attract top talent., • Call candidate leads to schedule interviews and facilitate our selection process., • Interview and choreograph the attraction of top candidates within the selection process., • Review and interpret assessments taken by candidates during the interview process., • Must be able to commute to the Minneapolis and Edina Offices, • Bachelors Degree, preferred., • Sales or recruiting background, preferred., • Experience with web-based searches, sourcing and scheduling based software., • Excellent interpersonal skills, written and oral communication, and public speaking., • Strong amount of drive, desire, and ambition-- highly motivated., • Ability to work independently with proper direction., • Develops rapport easily., • Creative, energetic, and positive Job Type: Full-time Pay: From $55,000.00 - $65,000 DOQ + Bonus Opportunity Benefits: • Retirement Plan, • Dental insurance, • Health insurance, • Life insurance, • Paid time off Work Location: In person Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. This position is employed by Tamm District Network Office.

Job Description Geronimo Power develops, owns and operates large-scale power assets throughout America’s Heartland, including solar, wind and energy storage. As a farmer-founded and community-focused business, Geronimo Power equips landowners and rural communities with sustainable revenue to ignite local economic growth. Geronimo Power is a portfolio company managed by Brookfield Asset Management. To learn more about Geronimo Power, visit geronimopower.com or follow the company on LinkedIn. SUMMARY OF THE POSITION As a Project Controller at Geronimo Power, you will play a pivotal role in supporting multiple projects with budgets ranging from $1 million to $4 billion, focusing on accounting and finance-related functions. This position is particularly critical as Project Controllers are often assigned to significant projects, typically those exceeding $200 million. In this capacity, you will act as the Chief Financial Officer (CFO) and trusted advisor to Project Delivery Team and Executive Management, providing them with meaningful insights and accurate analyses to facilitate informed decision-making. Your primary responsibilities will include managing and developing the careers of business team members, establishing trust and credibility with upper-level management, and ensuring effective communication across various departments. The role demands strong leadership skills, a relentless ambition for continuous improvement, and polished technical and soft skills. WHAT YOU WILL BE DOING Analyzes and effectively communicates financial results of the project to upper-level management Earns trust, credibility, and buy-in of processes from project delivery team to create better cohesion and clear communication within the organization Understands financial reporting, including the upstream effects of reporting to other areas of the organization Drives continuous improvement throughout the organization and is a proponent for positive change Effectively utilizes the right data, reports, and tools for risk analysis and benchmarking Reviews all project and estimate cash flows, contract terms, and change orders in detail for financial risks and opportunities Recognizes when and who to escalate specific conversations/issues Understands, substantiates, and reconciles all financial reports monthly and annually Creates an inviting workplace that motivates and challenges each team member to achieve career goals and strives for opportunities Understands the needs of the organization, aims to bring in high quality talent, and continually develops team members through critical conversations and performance reviews Monitors results of new processes, troubleshoots, failures and issues, and presents solutions to unsolicited problems WHAT YOU BRING TO THIS ROLE 5-10 years of financial/data analysis or public accounting experience Bachelor's degree in Accounting, Finance, and/or an equivalent degree is required Advanced skills in Microsoft Excel Effective communication (both oral and written), organization, and interpersonal skills Strong organizational, problem-solving and analytical skills Ability to balance multiple tasks and responsibilities High level of professionalism and standards Managerial experience Must be able to freely access all parts of a construction site in wide-ranging climates and environments Ability to work in the United States without sponsorship, both now and in the future Pay Range for the posted level: Minimum of $140,000 – 160,000.00 We offer a comprehensive benefit package, including Medical, Dental, 401(k) and disability benefits.

Job DescriptionDescription: ABOUT VISANTE We are relentless in solving the most complex challenges in health system pharmacy—designing pharmacy footprints that meet our clients where they are today and position them to win tomorrow. Our work delivers measurable financial gains, operational excellence, and an elevated patient experience. We set ambitious goals, move with urgency, and create extraordinary value. Obsessed with client impact, we thrive in a collaborative, innovative culture where deep expertise turns insight into action. We’re proud of the results we deliver and the trust we earn—fueling sustained growth and exceptional client satisfaction. Our mission is to transform healthcare through pharmacy, and our vision is to reimagine pharmacy to improve lives. ABOUT THE POSITION (Remote) The Senior Vice President of Payer Contracting is an executive leader responsible for setting and executing the enterprise-wide vision, strategy, and governance for payer contracting across all markets and lines of business. This role owns the long-term payer strategy that drives sustainable revenue growth, optimizes reimbursement performance, and advances pharmacy as a strategic asset for health systems and clients. The SVP provides executive oversight of all payer relationships, including commercial health plans, PBMs, specialty networks, TPAs, and government payers, and serves as the organization’s senior authority on payer economics, reimbursement models, and contracting innovation. This leader translates complex payer and regulatory dynamics into actionable strategies that shape organizational priorities, client offerings, and market positioning. Reporting to the Chief Strategy Officer, the Senior Vice President partners closely with executive leadership, clients, payers, and internal consulting teams to expand payer-focused services, guide high-impact negotiations, and strengthen payer intelligence across the enterprise. The SVP leads senior contracting leaders, mentors emerging executives, and ensures alignment between payer strategy, financial performance, and organizational growth objectives. Principle Duties and Responsibilities • Establish and lead the enterprise-wide payer contracting vision, strategy, and governance framework across all payer segments., • Provide executive leadership for high-stakes national and regional payer negotiations, including commercial, Medicare, Medicaid, and specialty agreements., • Build and sustain executive-level relationships with senior payer, PBM, and network leadership to advance long-term strategic partnerships., • Oversee advanced financial modeling, scenario analysis, and forecasting to inform executive decision-making and board-level discussions., • Anticipate and respond to regulatory, legislative, and reimbursement trends that materially impact payer economics and access strategies., • Partner with executive leaders across legal, finance, clinical, operations, and consulting teams to ensure alignment, risk management, and contract integrity., • Champion innovative contracting approaches, including value-based, outcomes-based, and alternative reimbursement models., • Establish performance management, analytics, and reporting standards to ensure payer contract compliance, optimization, and transparency., • Serve as an executive advisor to clients and internal leaders on payer strategy, market dynamics, and reimbursement optimization. Required: Bachelor’s Degree in Business, Healthcare Administration, Finance, Economics, or related field. Preferred: Master’s Degree in Business, Healthcare Administration, Public Health, or related discipline. Experience Required: Minimum of twelve (12) years of progressive experience in payer contracting, managed care strategy, healthcare finance, or reimbursement leadership Preferred: Prior executive-level leadership overseeing payer strategy, contracting teams, or enterprise reimbursement initiatives. Credentials Preferred: Advanced payer contracting or managed care certifications a plus. Special Skills: • Deep, enterprise-level expertise in payer reimbursement methodologies across commercial, Medicare, and Medicaid markets, • Proven executive negotiation experience with complex, high-value payer and network agreements, • Advanced financial, actuarial, and economic modeling acumen, • Strong understanding of healthcare policy, regulatory trends, and payer market evolution, • Executive presence with exceptional communication, influence, and relationship-management skills, • Ability to lead senior leaders and drive alignment in a highly matrixed environment, • Strategic, forward-looking mindset with strong ownership and accountability Compensation and Benefits: We offer competitive salary and benefits for this full-time salaried role. Equal Opportunity Statement: Visante is an equal opportunity employer. Visante’s people are its greatest asset and provide the resources that have made the company what it is today. Visante is, therefore, committed to maintaining an environment free of discrimination, harassment, and violence. This means there can be no deference because of age, religion or creed, gender, gender identity or expression, race, color, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable laws and regulations.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Insurance Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: * Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems * Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge * Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value * A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals * Actively seeking to understand industry trends to help position against competitors Basic qualifications: * 5+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Insurance or Financial Services clients * History of consistent quota achievement * Prior experience in winning new customer logos * Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory * Bachelors Degree in a relevant field The base salary for this role is between $125,000-$225,000 per year and represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate's relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer.[If applicable to position: Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. #LI-MB1 Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides process automation technology. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn, Youtube, Instagram, Facebook Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description As a Construction Solutions Advisor at New Life, you guide homeowners through upgrading and restoring their homes, while building a high-income career. This Isn’t a Job. It’s your first step to financial independence.. If you’ve ever thought: • “I don’t want to work for someone forever...”, • “I want to build real income, fast.” We’re building a high-performance roofing sales team for people who want: • The upside of entrepreneurship You build your income - without building everything else from zero. What You’ll Do • Generate and close residential roofing deals, • Run appointments, inspections, and client consultations, • Work storm-damaged areas (high-opportunity leads), • Build and manage your own pipeline, • Uncapped commissions (top reps earning $200K–$300K+), • Leadership growth opportunities (Captain roles available), • Full training + scripts + systems provided This role is NOT for everyone. This is for someone who: • Has an entrepreneurial mindset, • Is competitive, driven, and coachable, • Wants high income, not average income, • Is willing to work now to build long-term freedom Who This Is NOT For • People looking for a “safe” 9–5, • Low-effort / low-output mentality Most people choose between: • Security (low ceiling), • High income potential, • Low risk, • Proven system Top performers move into: • Leadership roles (team captains, trainers), • Overrides and passive income opportunities If you’re ready to: • Bet on yourself, • Build serious income

Job Description Job Purpose: Allodium seeks a full-time Wealth Advisor who is prepared to help more senior Wealth Advisors provide comprehensive financial planning, investment consulting and related wealth management services to affluent individuals, families and organizations. The ideal candidate will join us with the knowledge, experience, skills and desire required to independently serve smaller clients with minimal training. Responsibilities: 1. Wealth Advisor & Service Support - 80%: • Serve as primary or secondary Wealth Advisor for assigned individual, family and organizational client relationships, delivering exceptional advice and service to achieve high client satisfaction., • Assess and monitor each client’s financial situation, goals, risk tolerance, issues, etc. to provide comprehensive and tailored financial planning and investment advice, and proactively propose and/or portfolio rebalance suggestions, as needed., • Assist with security trading efforts, as needed., • Assist with firm’s efforts to continually improve financial planning, investment consulting and client service processes., • Help plan and execute client service communications and events like periodic newsletters, market commentaries, educational workshops, client recognition events, etc., • Independently manage or assist with assigned projects related to client service, financial planning and investment consulting., • Serve as member of firm’s Client Service, Financial Planning and Investment Committees. 2. Business Development - 20%: • BA or BS degree in financial planning or related field., • CFP® designation or passed CFP® exam with strong belief in comprehensive financial planning., • 3+ years of experience serving as primary wealth advisor for clients., • 3+ years of experience performing comprehensive financial planning for clients., • Clean FINRA Broker Check history., • Ability to work full-time 40-hour-per-week schedule Monday - Friday., • Ability to work in Minneapolis office several days per week with remote work on other weekdays., • Excellent written and verbal communication skills., • Demonstrated excellence in client service., • Pleasant, professional and friendly manner with excellent interpersonal skills with clients and peers., • Highly proficient with Microsoft Office and other business software tools and eager to learn more., • Unquestionable personal and business ethics and integrity., • Preference for executing consistent advice and service processes., • Embraces team approach to advising and serving clients., • Strong technical and analytical skills related to wealth management and financial planning., • Experience serving affluent clients with more complex financial situations., • AIF designation and/or working knowledge of the Global Fiduciary Standards of Excellence developed by fi360., • Experience with following websites and software: fi360 or similar tool, MoneyGuidePro, Morningstar Risk Profiler and/or equivalent financial planning software, Black Diamond performance reporting, Wealthbox CRM, • NAPFA-registered financial advisor. Starting position level and base salary commensurate with experience and qualifications. Bonus opportunity is available. Competitive benefits include paid time off and medical, dental, vision, life and long-term disability insurance and 401K with match opportunity. How To Apply: Please submit the following items for consideration: • Brief letter of introduction explaining your interest in this position and relevant key qualifications., • Resume., • Minimum salary and benefit requirements. Company DescriptionWe are a small employee-owned firm that provides comprehensive wealth and fiduciary management services to help individuals and small organizations achieve their goals and simplify their financial lives. We launched Allodium to provide the best financial advice and personal service to a limited number of clients, mostly in the Twin Cities area. We believe exceptional advice avoids conflicts of interest to align with our clients’ best interests. To this end, Allodium is a fee-only Registered Investment Advisor (RIA) independent from banks, brokerage firms, mutual fund companies and other financial service providers. We believe in building an open and inclusive work culture where we embrace others as their authentic selves. Applicants will receive consideration without regard to race, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. To learn more about Allodium, please visit our website at are a small employee-owned firm that provides comprehensive wealth and fiduciary management services to help individuals and small organizations achieve their goals and simplify their financial lives. We launched Allodium to provide the best financial advice and personal service to a limited number of clients, mostly in the Twin Cities area. We believe exceptional advice avoids conflicts of interest to align with our clients’ best interests. To this end, Allodium is a fee-only Registered Investment Advisor (RIA) independent from banks, brokerage firms, mutual fund companies and other financial service providers.\r\n\r\nWe believe in building an open and inclusive work culture where we embrace others as their authentic selves. Applicants will receive consideration without regard to race, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.\r\n\r\nTo learn more about Allodium, please visit our website at .

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: 600 American Boulevard W, Suite 700, Minneapolis, MN; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 600 American Boulevard W, Suite 700, Minneapolis, MN; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Architectural Project Manager If you’re looking for a high paying leadership role (up to $150,000 base salary) where you directly impact communities, student outcomes, and the future of education environments, this is that opportunity! This is a brand new opportunity to step into a leadership role within a nationally respected, multidisciplinary design practice. Why This Role? • Be part of a firm where employees share in the success, 100% employee owned, • Hybrid schedule with flexibility to support work-life balance, • Be part of a firm where design excellence is a shared language, with dedicated “Design Days” each year to step away from project work, recharge creativity, and collaborate on big ideas., • Receive paid time and funding through Personal Development Grants to explore ideas that matter to you, including innovation, research, or creative pursuits beyond your day-to-day work, • Have a real voice in where the company is headed through collaborative visioning, strategic planning, and opportunities to contribute to firm-wide initiatives and employee-led groups., • Competitive base salary (up to $150,000) bonuses, and long-term wealth-building opportunities, • Health, wellness, retirement, and generous PTO offerings designed to support you long-term What You’ll Do: In this role, you’ll be involved in leadership, client strategy, and project execution: • Serve as a trusted advisor to clients to lead relationships and guide project vision, • Drive business development efforts, including pursuits, interviews, and growth initiatives, • Lead and mentor teams, foster a collaborative, high-performance culture, • Oversee projects from kickoff through completion to ensure success across budget, schedule, and scope, • Partner with project managers to align staffing, performance, and delivery, • Navigate contract discussions, change management, and overall project financial health, • Keep projects moving forward with clarity, lead meetings, track milestones, and ensure quality outcomes About You: • 10+ years of experience in the AEC industry, • Proven success leading or managing K-12 or higher education projects, • Strong client-facing experience with the ability to build trust and grow relationships, • Background in architecture (licensure a plus), • Business acumen and comfortable with strategy, resource planning, and financial oversight, • Excellent communication and leadership skills, • A collaborative mindset with the ability to inspire teams and align stakeholders Compensation: • $100,000 – $150,000 base salary (based on experience), • Bonus opportunities, and long-term ownership participation Apply Today! If you’re looking for a leadership role where you can make an impact, grow your career, and be part of something bigger, this is definitely worth exploring. Apply today to start the confidential conversation. Company DescriptionAEC Resources is committed to advancing careers in the architecture industry helping job seekers by providing an expansive collection of unpublished job opportunities, free technical training and certification programs, industry mentoring, resume writing services, and a focus of connecting you with the region's most sought after employers. All applications are handled in confidence.AEC Resources is committed to advancing careers in the architecture industry helping job seekers by providing an expansive collection of unpublished job opportunities, free technical training and certification programs, industry mentoring, resume writing services, and a focus of connecting you with the region's most sought after employers. All applications are handled in confidence.

Job Description The Controller is a senior financial leader responsible for ensuring the accuracy, integrity, and efficiency of the organization’s accounting and reporting functions. This role oversees all aspects of financial operations, including day-to-day accounting, budgeting, forecasting, and compliance with relevant regulations. Beyond operational responsibilities, the Controller partners with executive leadership to analyze financial trends, assess risks, and provide insights that drive business performance and long-term growth. The role also includes leading and developing the finance team, fostering a culture of accountability, continuous improvement, and effective cross-functional collaboration. Compensation: $120,000 yearly Responsibilities: Financial Management & Reporting • Oversee Daily accounting operations, including accounts payable, accounts receivable, and general ledger., • Prepare and present monthly, quarterly, and annual financial statements., • Ensure timely and accurate financial reporting in compliance with GAAP and company policies., • Analyze financial reports and data, trends and costs, revenues, and cash management, assuring compliance with company policies and procedures, and make recommendations. Budgeting & Forecasting • Lead the annual budgeting process., • Review annual budget drafts before presenting to the executive leadership team., • Coordinate with the executive leadership team on the business plan and adjustments to the budget., • Supports the creation and maintenance of a cashflow forecast, closely working with executive leadership to monitor and address any forecasted shortfalls., • Develop financial forecasts under variable billing structures and provide analysis of variances., • Partner with executive leadership to provide insights and recommendations for financial performance improvement. Internal Controls & Compliance • Design and maintain strong internal controls that detect and prevent financial errors and fraud, and also ensure compliance with federal, state, and local tax regulations., • Prepares annual Financial Statements and Reports for CPA to prepare Corporate Income Tax Returns. Prepares annual Non-W2 worker Misc Tax Forms for Subcontractors. Prepares all other tax reports required by the state and/or federal governments., • Ensure Annual License (State/County/City) renewal., • Coordinate external audits and manage relationships with auditors., • Analyze profitability by client and case type., • Manage billing, collections, and realization rates for optimal cash flow., • Develop, implement, and monitor accounting policies, procedures, and systems for efficiency and accuracy., • Identify and mitigate financial risks before they impact firm operations. Team Leadership • Supervise and mentor the finance team, fostering a culture of accountability and continuous improvement., • Provide training and support when necessary., • Communicate financial data to attorneys and other stakeholders. Strategic Support & Process Improvement • Act as a financial advisor to executive leadership by analyzing financial trends and risks., • Identify opportunities for new financial models and processes., • Improves profitability and cost effectiveness across all departments without compromising compliance., • Measure ROI from technology and infrastructure investments., • Streamline month-end and year-end close processes., • Support long-term business planning and strategic initiatives, and align financial strategy with the firm’s revenue growth goals. Vendor Management • Develop and maintain strong relationships with vendors to monitor vendor performance, ensuring adherence to contractual obligations, quality standards, and timelines., • Implements processes to evaluate, select, and review vendors to align with the company's financial and operational objectives., • Holds vendors accountable for delivering value, escalating and resolving issues as needed., • Master’s degree in accounting, finance, or related field strongly preferred; bachelor's degree in one of those fields required., • 7+ years of progressive accounting/finance experience, with at least 3 years in a leadership role., • In-depth knowledge of GAAP, financial reporting, and regulatory compliance., • Strong analytical, problem-solving, and organizational skills., • Proficiency with accounting software (e.g., QuickBooks, NetSuite, Sage Intacct) and advanced Excel skills., • Excellent leadership and communication abilities., • Strong attention to detail while maintaining a big-picture perspective. Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law. We are passionate about helping clients protect themselves, their loved ones, and their assets. We pride ourselves on helping clients achieve their goals while providing an outstanding client experience. We find it very rewarding to work together collaboratively to help more clients every year. To learn more about our company, please visit our "You Should Work Here"

Job DescriptionSalary: Competitive range based on experience About Gemini Agency Gemini Agency is a digital marketing agency that helps businesses grow through smart strategy, strong execution, and measurable performance. For over 30+ years weve adapted alongside the marketing industry, from the Yellow Pages era to search, social, and now AI-driven marketing. Today we focus on helping businesses compete in an environment where search behavior, automation, and AI are rapidly changing how customers find and choose companies. Many of our clients operate in the home service industry including HVAC, plumbing, pest control, and other service-based businesses. We do not sell cookie-cutter marketing packages. Every program is customized based on the clients goals and the opportunities in their market. Role Summary The Account Manager serves as the primary point of contact for assigned clients and is responsible for helping them get real value from their marketing investment. This role is about ownership and leadership, not just managing communication. The Account Manager works with internal specialists to guide strategy, interpret performance, and help clients make smarter marketing decisions. The person in this role must be comfortable thinking critically, asking good questions, and helping clients understand what is working, what needs to change, and where the opportunities are. What You'll Do Guide Client Strategy • Learn each clients business, market, and growth goals, • Help translate those goals into clear marketing priorities, • Provide guidance and recommendations based on performance data and market trends, • Identify opportunities that could improve results or expand the account Be the Clients Trusted Advisor • Serve as the main point of contact for client communication, • Lead regular client conversations about performance, strategy, and next steps, • Explain marketing performance in a way that makes sense to business owners and leadership teams, • Clearly communicate client goals, priorities, and feedback to internal specialists, • Help ensure everyone understands what success looks like for the account, • Monitor performance trends across marketing channels, • Ask questions when results dont make sense, • Look for ways to improve performance rather than simply maintaining the status quo Skills & Experience • 5+ years of experience in account management, client success, or digital marketing, • Experience working in a marketing agency environment is strongly preferred, • Solid understanding of digital marketing including Paid Search, SEO, Social Media, and website performance, • Strong communication skills and the ability to explain marketing performance clearly, • Exceptional organization and follow-through, • Ability to manage multiple client relationships at the same time, • Comfortable working in a fast-moving environment where priorities shift Tools Knowledge Platforms & Tools (Preferred Experience) • Monday.com or a similar project management platform, • ServiceTitan (home service CRM) strong plus, • Housecall Pro (home service CRM) plus, • HubSpot (CRM and marketing automation), • Google Ads, • Google Analytics / GA4, • Meta Ads Manager, • SEO tools such as SEMrush, • Google Looker Studio or similar reporting platforms The Kind of Person Who Does Well Here The best Account Manager at Gemini are curious, organized, and proactive. They take ownership of their accounts and naturally look for ways to improve things rather than waiting to be told what to do. They stay calm when things get busy or complicated and focus on solving the problem. They are confident speaking with clients and comfortable having honest conversations about what is working and what needs to change. They also enjoy learning. Digital marketing is evolving quickly, especially with the impact of AI on search and discovery, and the people who succeed here are genuinely interested in how the industry is changing. Experience working with home service companies is a major plus, since many of our clients operate in that space. Benefits & Work Environment • Competitive salary based on experience, • Excellent health insurance plans for employees, • 401(k) with company contribution and financial planning resources to support long-term goals, • Generous paid time off and paid holidays, • Office closed between Christmas and New Years to allow the team to fully recharge, • Hybrid work schedule with work-from-home days on Monday and Friday, • Summer hours half day Friday Memorial Day - Labor Day, • Training and professional development opportunities to help employees continue growing their skills, • Career development opportunities as the agency continues to grow, • A collaborative, supportive team environment that values accountability, curiosity, and doing great work Why Gemini Agency Gemini is a place for people who want to own their work and keep getting better at their craft. Our agency has evolved through every major shift in marketing from print directories to search, social, and now AI-driven discovery. We care deeply about understanding where marketing is going and helping our clients adapt. Many of our clients operate in the home service industry, where marketing performance has a direct impact on real businesses, real employees, and real communities. The work we do matters. Our culture is collaborative and supportive, but it is also built on accountability and effort. People here take pride in their work, show up prepared, and help each other solve problems. If you enjoy learning, thinking critically, and being part of a team that cares about doing the work well, you will likely feel at home here.

Job DescriptionSalary: A Financial Advisor at Northwestern Mutual helps clients reach their goals by showing them where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Northwestern Mutuals proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.We believe theres more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision. Responsibilities include but are not limited to: • Conduct in-depth meetings and reviews of client financial circumstances to develop personalized, holistic financial plans., • Analyze financial goals, risk profiles, and tax strategies to provide customized advice., • Recommend and implement insurance (life, disability, long-term care) and investment products (brokerage, advisory services) to meet client needs., • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Act as an entrepreneur to build, manage, and grow a financial planning practice. Training, Licensing & Designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. This starts with our award-winning curriculum designed to support your first three years in the business. In the program, youll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. You will obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6 or 7, and 63.Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Qualifications: • Bachelor's degree or equivalent work experience, • Driven by building long-lasting relationships, • Possess a growth mindset and is receptive to guidance and coaching from leadership, • High sense of urgency, • Excellent oral and written communication skills, • High degree of initiative and autonomy, • Candidates must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time Compensation & Benefits Package: • Performance-based earnings and revenue, • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning, • Flexible schedule and earned autonomy, • Matching gift program, • Retirement plan Equal Employment Opportunity Policy: Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. This position is employed by Tamm District Network Office.

Job Description *Factors that may be used to determine your actual salary include your job specific skills, education, training, job location, number of years of experience related to this role and comparison to other employees already in this role. DSG is seeking a District Human Resources (HR) Manager to join our team. As a District HR Manager, you will serve as a strategic and operational business partner to leaders and employees across assigned areas of the organization. This role balances hands-on HR execution with consultative advisory support, helping leaders effectively manage their teams while aligning people practices with business priorities. The District HR Manager applies strong business acumen and human resources expertise to influence outcomes related to talent, performance, engagement, and compliance. As a trusted advisor to Vice Presidents, General Managers, Branch Managers, and other people leaders, this role supports both near-term operational needs and longer-term workforce effectiveness. Some travel (up to 20%) may be required. At DSG, we are dedicated to building futures one job at a time. Starting with yours. As an ESOP, we are a community of peers, first and foremost. And we focus on cultivating an environment of respect, teamwork and growth. Where your career path is rich with possibilities. Where every success is shared. And where every challenge is overcome together. For more than a century, we’ve delivered more than supplies, we’ve offered true partnership and valuable solutions. By continuing to empower the future of our vendors and customers, we will empower a future of ongoing success for all of us. A Typical Day in the Life of a District HR Manager at DSG: • Strategic Business Partnership, • Serve as a trusted advisor to leaders on people-related strategy, workforce decisions, and organizational effectiveness., • Partner with leaders to anticipate and address talent, performance, engagement, and employee relations needs., • Translate business priorities into practical, compliant, and scalable people solutions., • Use HR data, trends, and insights to inform decision-making and recommend improvements., • HR Operations & Employee Support, • Provide guidance and support on core HR areas including employee relations, performance management, compensation support, and workforce planning., • Coach leaders on effective people management practices, including feedback, corrective action, and terminations., • Support and, when appropriate, lead investigations and conflict resolution efforts., • Ensure consistent application of HR policies, practices, and programs across supported areas., • Assist with workers’ compensation, unemployment claims, leave administration, and related employee matters., • Talent, Engagement, and Development, • Support onboarding, development, engagement, recognition, and retention initiatives., • Assist leaders with job design, job description development, and organizational structure considerations in partnership with HR leaders in talent and total rewards, • Contribute to workforce planning and staffing strategies in partnership with talent acquisition and leadership., • Leadership & Team Support, • Provide day-to-day direction, coaching, and development support to a Human Resources Generalist or Business Partner., • Prioritize and coordinate HR work to ensure timely, high-quality service delivery., • Partner with senior HR leadership on enterprise initiatives, projects, and continuous improvement efforts., • Compliance, Systems, and Communication, • Monitor and support compliance with federal, state, and local employment laws and regulations., • Partner with outside counsel as needed on legal or compliance-related matters., • Maintain accurate employee records and ensure data integrity within HRIS systems., • Draft and deliver clear internal communications related to HR programs, policies, and initiatives., • Stay current on HR trends, best practices, and regulatory changes, applying knowledge to improve HR services., • Perform other duties as assigned. A Successful District HR Manager typically has: • Bachelor’s degree in Human Resources, Business Administration, or related field preferred, • 5+ years of progressive human resources experience, with demonstrated business partnership responsibilities required; Experience as an HR Manager preferred, • Successful consultative, trusted partnerships with business leaders at least director level, • Strong working knowledge of employment law, employee relations, and HR best practices, • Experience advising leaders on performance management, employee relations, and talent matters, • Working knowledge of compensation practices, organizational design, and workforce planning, • Demonstrated ability to balance strategic thinking with hands-on execution, • Strong problem-solving, critical thinking, and judgment skills, • High level of professionalism, discretion, and confidentiality, • Relationship-oriented, customer-focused mindset with the ability to influence at all levels, • Excellent verbal and written communication skills, • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), • Experience working with HRIS systems and HR data reporting, preferably with ADP Workforce Now At DSG, We Offer Benefits Built for You: • We are proudly 100% employee owned, which means your hard work and decisions directly benefit not only the success of the organization, but also your individual Employee Stock Ownership Plan (ESOP)., • We are highly committed to your training and development, offering personal and professional development opportunities and unlimited growth potential., • We offer competitive compensation packages based on your experience and potential., • You will receive generous Paid Time Off (PTO) and Extended Medical Leave (EML) allowances., • Our comprehensive benefits package, including medical, dental, and vision, also offers a multitude of other perks such as life insurance, short- and long-term disability, and a Health Savings Account (HSA) with employer contribution, among many others., • We know the importance of family, and offer various family planning and childcare savings opportunities, including paid parental leave, adoption assistance, infertility assistance, and a Dependent Care Flexible Spending Account (DCFSA)., • Build your financial future through multiple retirement savings opportunities, including a 401(k) with employer match and b., • You will receive a discount on all DSG-supplied products., • We believe in giving back to our communities and hope that you will too, which is why we offer paid volunteer hours in addition to PTO.

Job Description Account Manager - Commercial As an Account Manager - Commercial at Fishbowl Solutions, you will drive revenue growth by deepening and expanding relationships within a named portfolio of commercial accounts. You'll uncover new use cases and buying centers within existing clients and serve as their trusted long-term advisor for knowledge and content management technology. You'll partner closely with Oracle sales reps on your named accounts and collaborate cross-functionally to deliver exceptional client experiences. This is the role for you if you thrive on building deep client partnerships, uncovering new opportunities within existing accounts, and helping clients maximize the value of their technology investments over time. We are a team of driven problem solvers at the intersection of technology and industry. Come join us! A typical day might include: • Managing and growing a named portfolio of commercial accounts by identifying expansion opportunities, new buying centers, and additional use cases for Fishbowl's solutions post initial sale, • Partnering with Oracle sales reps on your named accounts to co-sell, align on account strategy, and stay current on Oracle's product roadmap and relevant industry initiatives, • Running consultative discovery calls and tailored product demos with IT directors, department heads, and C-suite executives to map their operational challenges to Fishbowl's solutions and expand usage across the organization, • Developing and executing against a quarterly business plan to achieve $2.4M in annual revenue - with a focus on expanding software and consulting services revenue within your existing book of accounts, • Maintaining an active pipeline of 3x quota through regular engagement with existing accounts, generating 2+ new opportunities per week by deepening relationships across departments and identifying unmet technology needs, • Coordinating cross-functionally with Fishbowl's consulting and delivery teams to ensure smooth project handoffs, successful implementations, and outstanding post-sale experiences that strengthen long-term client retention, • Keeping CRM records updated daily with accurate account activity, pipeline data, and deal progression across your commercial portfolio to inform forecasting and account planning strategy, • Attending Oracle partner events, industry conferences, and customer site visits to strengthen relationships and stay current on the technology trends shaping your clients' industries, • Providing competitive and market intelligence back to the team to help refine messaging, positioning, and go-to-market strategy for commercial accounts, including insights on industry trends and buyer priorities, • Supporting marketing programs and contributing to sales planning initiatives as part of a collaborative, cross-functional sales team Qualifications: • 3+ years of inside and outside sales experience in software, technology, or services, with a focus on large account management and a proven track record of meeting or exceeding quota, • Experience in consultative selling, including uncovering customer requirements, delivering impactful presentations, and expanding relationships across multiple departments and buying functions within a single organization, • Demonstrated ability to develop and maintain senior-level relationships across IT, operations, finance, and executive functions - including C-suite and VP-level stakeholders - within large commercial or enterprise accounts, • Strong verbal and written communication skills with excellent presentation and organizational abilities; comfortable navigating complex, multi-stakeholder environments within large commercial accounts, • Ability to manage a sales pipeline of $3-$7M annually across a portfolio of named accounts, prioritize opportunities, and stay focused on consistent account development activity, • Bachelor's degree in Business, Sales, Marketing, or a related field (or equivalent experience); working knowledge of CRM, MS Office, and professional social media platforms to engage customers and Oracle partner contacts What Fishbowl can offer you: • We pride ourselves on hiring smart people who are constantly learning and growing and interested in learning from others, • We foster a team-first environment focused on collaboration, enabling cross-functional work as you develop meaningful relationships, • We find the best ways to solve our clients' relevant business problems with world-class (and cool) technology solutions, • We have a "work hard, play hard" mentality with perks that include the annual President's Club vacation, recognition through Peloton Awards (peer kudos), community service and volunteer events, and other activities, including company-sponsored sports teams, • Enjoy our Silicon Valley-esque workspace, including free parking, located right off the Cedar Lake Regional Trail!, • We provide opportunities for growth. The sky is the limit at Fishbowl Solutions, for you and for us. We are entrepreneurial. We are growing. Join us! Preferred Skills: (Not included on website posting) • Prior experience selling into or managing accounts within commercial verticals such as technology, financial services, professional services, healthcare, or other enterprise-focused industries, • Familiarity with Oracle products, the Oracle partner ecosystem, or enterprise software sales through an indirect channel model, • Experience developing large accounts and selling to multiple buying functions within a single organization, including IT, Purchasing, Finance, Operations, and business-unit leadership, • Proven history of achieving an annual quota of $1.3M+ and successfully managing and growing a book of business through structured account planning and sales methodologies, • Willingness to travel up to 25% for Oracle partner events, industry conferences, and customer site visits to strengthen account relationships and accelerate expansion opportunities Fishbowl Solutions is a quickly growing, entrepreneurial company that values the customer first, teamwork, intellectual agility, ambition, and continuous learning. At Fishbowl Solutions, we hire for talent and train for skill. The sky is the limit for you and the team! To apply, please visit our candidate website, and upload your resume, or email .

Job Description About Tierra Encantada Tierra Encantada, headquartered in Minneapolis, MN is the leader in Spanish immersion early education®, and provides high-quality language immersion education and care to children 6 weeks through 6 years of age. Our award-winning concept has received numerous accolades, including Top 50 Franchise Companies Doing the Most to Champion Diversity by Entrepreneur Magazine, 10 Hottest Franchise Businesses in America by Inc Magazine, and The Americas' Fastest Growing Companies. We are currently in four states and expanding to several new states a year. At Tierra Encantada, our values fuel everything we do. We are passionate about nurturing children's growth and creating intentional learning environments that inspire curiosity and development. We celebrate the richness of diversity, embracing the unique perspectives it brings to our community. Guided by optimism, we are driven by a shared vision for a brighter future for every child, family, and team member we serve. Join us and be part of a mission-driven team that is committed to making a lasting impact-one child, one family, and one community at a time. Position Overview Tierra Encantada is hiring for a Director of Franchise Support & Performance to be responsible for building, owning, and operating the franchise support function for Tierra Encantada. This role is responsible for creating the systems, processes, scorecards, communication rhythms, and accountability structure that enable franchisees to perform successfully and consistently across the brand. This is a hands-on builder role, not a traditional oversight role. In the early stage of the function, this leader will personally serve as the primary support partner for franchisees and will directly handle franchisee questions, business reviews, issue resolution, site support, cross-functional coordination, and performance follow-up. As the franchise system grows and support needs become more complex, this role will define and build the future franchise support team. The ideal candidate has deep franchise operations experience, strong business acumen, and a proven ability to coach franchise owners to achieve sales/enrollment, profitability, operational, safety, and brand-execution goals. They thrive in ambiguity, create structure where none exists, and balance trusted partnership with clear accountability. This position reports directly to the Chief Operations Officer. Pay and Schedule This is a full time, exempt position with a typical schedule of Monday through Friday, this role is based out of our corporate headquarters in Minneapolis, MN expected to be on site either at a center or at our corporate headquarters 4 days per week, with 1 day per week remote The starting salary range for this position is $125,000 – $140,000 annually depending on qualifications, education, and experience. Key Responsibilities Franchisee Support Leadership & System Development • Design and implement a scalable franchisee support model, including roles, structure, communication channels, SLAs, escalation paths, and service delivery expectations, • Serve as the primary support partner for franchisees throughout the full lifecycle, from franchise agreement through opening and ongoing operations, • Personally answer franchisee questions and coordinate the right internal resources when answers require input from construction, training, marketing, operations, finance, or other cross-functional partners, • Guide franchisees through key operational processes, including remodels, new center buildouts, openings, training coordination, and ongoing business support, • Monitor key milestones and hold franchisees accountable to required operational, facility, safety, and brand specifications, • Develop and implement franchisee scorecards with clear KPIs tied to enrollment/sales, profitability, operational quality, brand standards, and growth readiness, • Collaborate with franchisees to set, track, and achieve business goals for their locations, including revenue growth, profitability, same-location performance, and future unit growth where applicable, • Facilitate annual planning and franchise business review processes to assess performance against prior commitments, align on future goals, and identify priority areas, • Use data and analytics to diagnose performance gaps, recommend actions, and coach franchisees toward improved results, • Partner with franchisees to build structured business improvement plans and follow up regularly to ensure commitments are executed, • Monitor franchisee execution of operational standards, safety expectations, customer/family experience, and local marketing plans, • Establish and lead a consistent operating cadence across the franchisee lifecycle, including regular check-ins, monthly performance reviews, and quarterly business reviews, • Ensure all meetings are structured, efficient, documented in Franconnect, and focused on performance, commitments, and follow-through (not status updates), • Maintain clear visibility into franchisee priorities, progress, and risks through disciplined meeting rhythms, documentation, and follow-up, • Personally lead and execute field support, including site visits, audits, operational assessments, new-opening support, and targeted follow-up with franchisees, • Hold franchisees accountable to brand standards, policies, safety requirements, and operational execution, • Identify system-wide performance gaps and and implement scalable solutions that improve consistency, franchisee execution, and business results, • Build and implement a structured onboarding program for new franchisees from franchise agreement to opening and early operations, • Develop and refine training materials, SOPs, playbooks, and franchisee-facing resources that support consistent execution, • Create a high-quality franchisee experience through clear communication, responsiveness, structured support, and timely follow-through, • Transition franchisee engagement from reactive support to proactive, performance-driven partnership, • Serve as the primary point of contact and trusted advisor, ensuring franchisees receive timely, accurate answers and follow-through, • Initially serve as the sole owner of franchise support, directly supporting all franchisees without an existing support team, • Define the future organizational structure for franchise support, including franchise business consultants/coaches and related support roles, as the franchise system scales, • Lead hiring, onboarding, and development of franchise support team members as franchise growth and system complexity require Education & Experience • Bachelor's degree in business administration, operations, hospitality, early childhood education, or a related field preferred; equivalent franchise, multi-unit, or operations leadership experience may be considered in lieu of a degree, • 7+ years of progressive experience in franchise operations, multi-unit operations, or field business consulting with at least 5 years directly coaching or consulting franchisees in a franchise business consultant, field consultant, operations consultant, or similar role, • Proven track record of improving unit-level performance through coaching, business planning, KPI management, and operational follow-through, • Experience building systems, processes, SOPs, playbooks, scorecards, or operational infrastructure from scratch or during a significant scale-up phase, • Experience in early childhood education or service-based franchise systems preferred, • Strong business acumen with deep understanding of unit-level economics, including revenue/enrollment, labor, margins, customer experience, and growth drivers, • Ability to analyze KPIs, identify root causes, and translate data into practical actions franchisees can execute, • Excellent communication, coaching, influence, and stakeholder-management skills with the ability to build trust while maintaining accountability, • Comfortable balancing strategic thinking with hands-on execution, travel, site visits, audits, and direct franchisee support, • Medical insurance, • Dental insurance, • Vision insurance, • 12 paid holidays, • PTO accrual of 160 hours, • 401(k) with 3% employer match, • Discounted childcare and waitlist priority for enrollment, • Company paid professional development Tierra Encantada is an equal opportunity employer. Agency applications will not be considered. No immigration sponsorship is available for this position. E-Verify is used to verify employment eligibility.

Job DescriptionSalary: As a wealth management firm, we help clients step away from the noise and complexity of daily life to develop thoughtful, strategic financial plans that work quietly behind the scenes. Our comprehensive approach helps to establish confidence and financial security so our clients can focus their time and energy on what matters most. Whether supporting individuals, families, or business owners, our team is deeply committed to delivering exceptional service and longterm guidance. The Financial Planning Specialist plays a critical role by performing a variety of client service and financial planning functions. They serve as the primary link between our internal departments, corporate office, and the Wealth Management Advisor to support the clients we serve. The Financial Planning Specialist will partner closely with the Wealth Management Advisor and others on the team to support fostering and developing impactful, enduring client relationships. This is an ideal position for someone with a passion for personal finance, is self-motivated, and has a strong work ethic. This position is located in the Northwestern Mutual Minneapolis District Office, located at 225 S 6th St, Minneapolis, MN 55402. Responsibilities include but are not limited to: • Create detailed and comprehensive financial planning proposals incorporating insurance, retirement, education, and investment strategies, • Input, organize, and maintain accurate client data, • Run scenario analyses, including retirement, tax, cash flow, and insurance planning, • Serve as a strategic partner to the Wealth Management Advisor in developing client solutions and recommendations, • Manage client communications, including correspondence, documentation, and compliant recordkeeping, • Prepare materials for new and existing client meetings, • Collaborate closely with the Wealth Management Advisor and other team members to support ongoing client relationships, • Stay current on software enhancements, new products, and compliance updates, • Maintain a high level of professionalism while handling confidential and sensitive information, • Participate in ongoing learning, development, and training opportunities Qualifications: • Bachelors degree required, • 2+ years of financial planning or paraplanning experience required, • Active Minnesota Life, Accident, and Health (LAH) Insurance license, • Active SIE, Series 6, and Series 63 registrations (or equivalent), • Client Relationship Management (CRM) system experience preferred Performance Skills: • High sense of urgency, attention to detail, and exceptional organizational skills, • Excellent oral and written communication skills, • Task-minded with the ability to follow through and execute in a timely manner, • High degree of initiative and autonomy, • Demonstrated ability to maintain effective working relationships within the firm and its clients Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information at

Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates. DUTIES AND RESPONSIBILITIES: Produces and performs review of complex client estate and wealth planning deliverables • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables., • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities., • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan., • Reviews, analyzes and summarizes sophisticated estate planning documents., • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs., • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables., • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs., • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings., • Participates in client/prospect/advisor meetings as needed., • Provides support, clarity and answers to technical issues/questions related to tax and estate planning., • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing., • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors., • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning., • Reviews or creates and maintains estate planning related technical education summaries and materials. QUALIFICATIONS • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration., • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families., • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area., • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail., • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies., • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred., • Must have ability to explain complex estate planning strategies in a client friendly manner., • Must have a professional demeanor with the utmost respect for confidential matters., • Must be able to work independently and in a team environment., • Must have excellent written and verbal communication skills with strong interpersonal skills., • Must be detail oriented with excellent organizational skills., • Must have ability to multi-task., • Must have ability to work in a fast paced environment., • Limited travel as business needs necessitates, • Long periods of sitting utilizing a computer, • 100% onsite

Job DescriptionSalary: $90,000 - $130,000 At Gardner, we believe commercial construction should feel as welcoming as it is professional. Thats why wedontjust build and remodel we build relationships,rooted in hospitality. Our mission is to set the platinum standard for our clients, partners, and team members by delivering exceptional results while embodying our core values:passion, humility, excellence, empathy, and nimbleness.We bring ahospitality-drivenapproach to every project, ensuring that every interaction is thoughtful, responsive, and human-centered. As Project Manager, you may work across any of our market focuses, includingHealthcare, Commercial Interiors, Industrial, Higher Education, Historical/Repositioning, Mission-Critical, and/or Life Sciences. Who You Are Youre anatural leaderwho thrives on collaboration, communication, and solving complex challenges. Youre not just managing construction projectsyoure fostering relationships, keeping people connected, and ensuring that every detail reflects care and intention.Relationships are the core of your work.You serve as the trusted advisor and liaison for our clients, providing hospitality at every step of the process. Youre known for staying calm under pressure, making informed decisions, and bringing out the best in your team. Most importantly, you believe that how the work gets done matters just as much as the outcome. How Youll Contribute As a Project Manager, youll guide commercial construction projects from start to finish, ensuring everything runs smoothly, safely, and on budget. Youll be the bridge between clients, designers, trade partners, and your own internal teambuilding trust, resolving conflicts, and ensuring everyone is aligned. Some of your key responsibilities include: • Lead the project team in planning and execution from preconstruction through closeout., • Oversee schedules, budgets, contracts, and trade partner coordination to ensure successful delivery., • Manager all financial aspects of the project: bidding, estimating, change orders, pay applications, trade partner and material invoices., • Maintain transparent communication with clients and internal stakeholders., • Support and mentoring project engineers and superintendents., • Manage project risk through proactive issue resolution and consistent follow-through., • Champion a culture of safety, quality, and continuous improvement., • Maintain consistent and effective communication with all team members, including leading weekly OAC project meetings and procurement meetings., • Generate project leads through ongoing professional relationships with owner and design communities., • Participate in proposal presentations, representing Gardners vision, mission, and experience. What Success Looks Like Youll know youre succeeding when: • Your projects consistently hit deadlines, budget goals, and quality standards., • Clients feel heard, supported, and eager to work with Gardner Builders again., • Your team trusts your leadership and grows under your mentorship., • Youve built a reputation for integrity, clear communication, and results. What Youll Bring • 3+ years of construction experience as a project manager or similar role., • Bachelors degree with major coursework in construction management, engineering, or a related field. Bachelors degree in construction management preferred., • Solid understanding of general contracting and the life cycle of a project., • Strong financial acumen and ability to manage cost forecasting and reporting., • Expertise in scheduling, trade partner management, and field operations., • Excellent estimating and technical writing skills., • Ability to effectively present information in oral, written, and graphic form., • A collaborative, humble, and solutions-oriented mindset., • Proficiency with construction management software (e.g., Procore, Microsoft Project, Bluebeam)., • Ability to manage several tasks at once and exercise independent judgment related to the daily administration of projects., • Motivated and self-directed mindset with the ability to anticipate needs, proactively find solutions, and adapt to changing priorities., • Excellent interpersonal skills, with the ability to work in a collaborative team environment., • Proficiency in spreadsheets, project scheduling applications, construction management software (Procore preferred), Microsoft Office, Microsoft Project, and Apple devices., • Ability to maintain a satisfactory Motor Vehicle Record. What Will Set You Apart • Knowledge of sustainable building practices (ex: LEED, WELL, Living Building Challenge). Why Join Gardner Builders? We are proud to be recognized as: • 7-TimeBest Places to Workby Minneapolis/St. Paul Business Journal, • 6-TimeTop 150 Workplaces by Minneapolis Star Tribune, • #1 Top Workplace in Constructionby Star Tribune (2023), • 4-Time Best Workplaceby Inc Magazine, • Best Places to Work by Milwaukee Business Journal Ourculture-first approachencourages personal and professional growth, an EOS-led structure, and acommitmentto building a workplace where everyone feels valued, challenged and loves coming to work. Compensation & Benefits • Annual Salary:$90,000 - $130,000 annual salary (paid weekly) + discretionary bonus., • Comprehensive Benefits: Health, dental, vision, HSA with employer contribution, and 401k plan with employer contribution., • Ancillary Benefits: Company paid basic life & AD&D insurance, company paid long term disability, company paid employee assistance program, accident insurance, and critical illness insurance., • Perks:Monthlyauto allowance, paid parking or public transportation costs, company-provided phone and laptop., • Work-Life Balance: Generous paid time off, paid sabbatical leave, paid bereavement leave, paid parental leave, free onsite fitness facility, and regular company and team outings. Interview Process Our process typically includes three conversations (phone and in-person) to ensure a mutual fit. Pre-Employment Screening Drug screen and background check required. Other Items to Note • Gardner reserves the right to hire any individual without legal or financial obligation on unwanted solicitations. No agency emails, calls, or solicitations are accepted without a valid agreement., • Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.).We are unable to sponsor or take over sponsorship of an employment Visa at this time., • We are only considering local candidates at this time.We are unable to provide relocation assistance at this time. Physical Demands & Work Environment This role is primarily office-based but may occasionally require visits to active construction sites. Candidates should be comfortable sitting for extended periods during computer work, meetings, and travel by car or plane. The ability to lift up to 20 pounds is needed to move materials or equipment as required. Regular use of hands for typing, writing, and using a mouse is expected, along with clear communication skills and the ability to read color-coded charts and graphs. When visiting jobsites, team members may encounter dust, uneven terrain, changing weather conditions, and temperature extremes. Reasonable accommodations can be made to support individuals with disabilities.

Job DescriptionSalary: $28-$38/hour The Senior FPS Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients. Roles and Responsibilities • Complete, submit, and track new account investment paperwork, • Partner with leadership in leading elite financial planning operations team, • Maintain client contact, track changes, and update CRM details accordingly, • Onboard clients for established advisor teams, maintain detailed notes and records in CRM and ensure the completion of tasks, • Monitor daily team volume to reassign resources as applicable, • Assist in long term planning to help advisors expand/grow their practice, • Execute securities trades and money movement requests, • Assist with task management for the team, • Create Investment Policy Statements for investment advisory accounts using Envestnet, • Advanced knowledge of annuity applications and servicing of accounts Education Requirements and Qualifications • High school diploma or equivalent required, • Minimum of 2-year Associates degree and/or equivalent work experience, • 3-5 years of industry experience preferred, • Past brokerage/investment account opening experience, • Past customer service experience, • Active SIE, Series 7 and 63 registrations, • Willing to obtain Life, Accident & Health license within first year of employment Ideal candidate would have: • Bachelors Degree in Business, Finance and/or equivalent work experience Competencies • Strong organizational and time management skills with the ability to set priorities and meet deadlines, • Ability to embrace and adapt to changes in a dynamic environment, • Strong attention to detail, with accuracy and reliability, • Ability to thrive in a fast-paced environment, • Strong customer service and relationship building skills, • Ability to apply critical thinking skills for problem solving and analysis, • Excellent written and verbal communication skills, • Ability to work well within a team and individually, • Committed to professional development (e.g. licensing, registration, designations) and on-going training

Job DescriptionDescriptionAbout Us Icario is the largest technology company focused on member engagement for healthcare’s most trusted organizations. Healthcare today is nothing short of amazing. Yet all of it only works when people connect with it. And too often, they don’t. Healthcare can be impersonal. Confusing. All elbows. The record scratch at life’s party. We’re here to help connect healthcare with the people who need it. Which is everyone. How? By listening. Collaborating. And inspiring. We’re pioneering a better way forward. We’re making healthcare more human. We’re excited about the path ahead—are you ready to make the world a healthier place, one person at a time? About the Role Does the idea of driving the sales strategy of a fast-growing, market leading healthcare organization sound like your jam? Are you looking for an organization where your leadership and strategic thinking are not only needed, but valued? If so, our Director, Revenue Operations opportunity has your name written all over it! This role will be responsible for managing a cross-functional organization that is the foundation of Icario’s sales strategy by providing the tools and infrastructure to drive and deliver exceptional sales results. As a seasoned revenue operations leader, you will act as an advisor while counseling and directing the sales organization toward strategic goals and operational effectiveness by meeting corporate sales, revenue, operational and strategic goals as well as the professional growth, development, and success of team members. You will be accountable for assigning sales goals, quotas and compensation plans for our sales team to help drive their success. Your Impact • Sales Operations - Drive excellence in the use of sales applications and processes centered around Salesforce, and ensuring quality in the opportunity management process., • Sales Compensation Planning - Develop, implement, and manage sales compensation plans and special incentives that drive intended sales behavior., • Forecasting, Pipeline Management, and Reporting - Manage & support global booking, forecasting, and the pipeline management process. Closely collaborate with the Finance organization; managing historical data and providing analysis on business performance trends., • Commercial Approval and Risk Review Process - Ensures that deals are evaluated correctly to manage risk, ensure appropriate approvals are obtained, facilitate alignment with finance and legal departments., • Partner with senior sales leadership to identify opportunities to simplify the sales process through optimization and automation. Facilitate successful implementation and adoption of new processes within the sales organization. Foster an organization of continuous process improvement., • Design, implement and manage sales forecasting processes that provide accurate prediction into future revenue performance. Ensure forecasting efforts are appropriately integrated with other planning processes within the company., • Work with Talent & Employee Experience, Finance, and senior sales leadership to design sales incentive compensation programs that provide market-competitive pay, reinforce sales organization strategy, and align with business and sales organization objectives., • Assign sales quotas and other sales objectives to ensure the company’s financial goals are allocated to all sales channels and resources., • Drive global deal desk; providing support in pricing, deal analysis, deal structuring, negotiation, and closure., • Assist all sales channels in overcoming business challenges to ensure ease of doing business while ensuring deal closure and revenue recognition., • Ensure that all sales tools accurately represent sales information and are effectively utilized by sales personnel to process transactions and provide information about the status of the business., • Provide financial information and resources for the development of business plans and analysis of sales department trends and activities., • Establish and implement performance measures designed to track and report progress against the global sales strategy., • Lead Sales Enablement programs built to standardize on boarding, shorten ramp times, and ensure that the field is always armed with the most up to date and relevant information required to be successful., • Additional duties as assigned, • 7-10 years of experience with a proven track record of success in providing strategic guidance and operational oversight in Revenue Operations within a technology sales environment., • Proven experience integrating SaaS tools to streamline and automate the sales process, integrating data science and analytics into every function within Sales to ensure greater predictability and productivity., • Experience building models for Annual Operating Planning: Bookings, Capacity, Quota, Compensation, Pipeline, Forecast, etc., • Experience building and leading Sales Enablement programs, • Expertise in contract management, • Financial background and/or experience in a subscription type environment., • Experience developing, managing, and administering sales compensation models, cost structures, & plans., • A proven ability to develop tactical initiatives that improve sales productivity and performance., • Background of introducing performance metrics and improvement programs., • Strong communication skills and ability to establish credibility and trust with all cross functional departments, building influential relationships with all internal partners: Finance, Legal, Marketing, HR, Alliances, Support, Product Marketing, Professional Services, etc., • Understanding of both business and people, including their drivers and success factors., • Excellent knowledge of software pricing and licensing practices., • Understanding of sales methodologies and bookings process., • Highly entrepreneurial and able to operate independently with minimum supervision., • Heavily results-oriented; a strong track record in meeting and/or exceeding goals., • Able to research, develop and execute sales tools and strategies in the field., • Solid understanding of CRM systems, quote to cash management infrastructures and analytics around sales pipeline modeling., • Deep knowledge/understanding of salesforce.com (including CPQ) is a must., • 4+ weeks PTO, Summer PTO, and unlimited Health & Wellness PTO, • Competitive benefits package including: medical, dental, vision, disability, FSA, HSA, pet insurance, and more, • Generous 401k program with company match, • Company paid parental leave, • Work-life harmony, • $1,000 employee referral bonus program, • Remote & hybrid working model with office locations in Minneapolis, MN & Birmingham, AL

Job Description At Pioneer Management Consulting, we believe people are at the heart of every successful transformation. We started Pioneer in 2009 with a simple idea: create jobs people love, serve companies we admire, and fund start-ups that are driving innovative good in the world. Built on our three core values; Humble, Hungry, Connected, we deliver world-class consulting with small-town heart and hustle. We are an elite team of problem solvers who unabashedly love business. We partner with clients to solve critical business challenges while fostering environments where individuals and teams can thrive. Team Pioneer brings curiosity, empathy, and expertise to every interaction, ensuring that change is not only implemented but embraced. When you join Pioneer, you become part of a collaborative, supportive community dedicated to making a real difference. We’re a team of moms, dads, coaches, explorers, and creators who do meaningful work together. As a Senior Consultant, Artificial Intelligence Engineer, you will play a pivotal role in shaping and delivering enterprise-grade, data-centric AI solutions that help clients solve complex business problems and drive measurable outcomes. You are a senior, self-directed consultant who operates comfortably across architecture, hands-on technical delivery, and client leadership. In this role, you will serve as a trusted advisor to client leaders while also acting as a technical lead and builder—designing, implementing, and scaling AI systems that sit on modern data platforms. Your work will span agentic AI, RAG architectures, analytics + ML pipelines, and AI-enabled applications, primarily within the Microsoft ecosystem. You bring a strong engineering mindset—particularly with Python, modern data platforms (Microsoft Fabric, Databricks, Snowflake), Azure AI Foundry, and vector-based retrieval systems—and are comfortable owning solutions end to end, from data ingestion through AI inference and user-facing experiences. You are fluent in both hands-on ML/AI development and low-code/no-code AI tooling, and you leverage AI-native development environments to accelerate delivery. Responsibilities: • Serve as a client-facing lead on AI initiatives—advising senior stakeholders on architecture tradeoffs, build vs. buy, platform selection, and adoption strategy—while translating business goals into pragmatic AI and data roadmaps., • Lead the end-to-end design and hands-on delivery of AI solutions, including RAG, agentic workflows, ML-enabled analytics pipelines, and AI-powered applications and copilots., • Write and review production-grade code; own solution architecture across ingestion, transformation, storage, retrieval, model orchestration, and inference., • Design and implement ETL/ELT pipelines in Python on modern data platforms (Microsoft Fabric, Databricks, and/or Snowflake), optimizing data structures for analytics, ML, and vector retrieval., • Rapidly deliver POCs and MVPs, and build reusable accelerators and reference architectures that scale across engagements., • Mentor consultants and collaborate with strategists, engineers, and change practitioners to deliver cohesive, governed, responsibly-designed AI systems. Requirements • 5+ years in consulting, data engineering, analytics, or AI solution delivery, with proven ownership of client-facing technical workstreams and production-ready AI/ML outcomes., • Strong hands-on development in Python, with deep experience in data transformation, modeling, and machine learning; SQL familiarity is a plus but not required., • Hands-on experience with modern data platforms—Microsoft Fabric, Databricks, and/or Snowflake—plus Azure AI Foundry for LLM orchestration and AI application development., • Proven experience designing and implementing RAG and agentic/multi-agent architectures, including prompt engineering, tool calling, and structured outputs; working knowledge of vector databases (Azure AI Search preferred) and LLM lifecycle concerns (evaluation, versioning, monitoring, cost)., • Proven experience developing and deploying custom AI and ML solutions in production environments, including model training, evaluation, versioning, monitoring, and inference; solid ML fundamentals (feature engineering, model selection, pipelines) with hands-on experience using frameworks such as scikit-learn, PyTorch, or MLflow., • Strong consulting presence: able to translate ambiguous business problems into clear technical designs, facilitate architecture sessions with senior stakeholders, and lead small technical teams., • Proficiency with AI-native development environments and IDE agent platforms such as Cursor, Claude Desktop, or equivalent tools; demonstrated use of these environments to accelerate code authoring, refactoring, and solution delivery., • Experience with CI/CD pipelines and modern DevOps practices for AI/ML workloads (e.g., automated testing, deployment pipelines, model lifecycle management in production). Location: Must be local to Minneapolis, MN or Denver, CO for flexible, hybrid schedule. Benefits The estimated salary range for this role is $110,000 - $165,000 annually, based on a wide array of factors including skillset, years of experience, and role scope. Compensation may vary by location. Bonuses and other incentives are awarded at the Company’s discretion and are based upon individual contributions and overall company performance. Pioneer offers a comprehensive benefits package including meaningful time off and paid holidays, parental leave, 401(k) with employer match, tuition reimbursement, and a broad range of health and welfare benefits including medical, dental, vision, life, and short- and long-term disability. #LI-EH1

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

Job Description CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management. Job Title: Wealth Manager Purpose: As part of the Wealth Management Client Experience Team, the Wealth Manager is the primary source of relationship development, consultation, and advice to assigned existing clients of the firm. Expertise is expected on matters of financial planning, estate planning, risk and insurance management and tax management. This role is the key point of contact on the client experience team that leads and helps clients identify, prioritize, and ultimately achieve their financial goals. As a fiduciary, Wealth Managers foster and build long-term, trusting relationships with clients while delivering financial advice based on the clients' best interests. The Wealth Manager works alongside a Wealth Advisor, Financial Planner, Client Service Associate, and Client Care Coordinator serving the same clients with $250,000 and above on platform with the firm. The Wealth Manager will build and maintain comprehensive plans for presentation to clients and will also assist with the daily needs of serving the client. The Wealth Advisor leads the investment management portion of the relationship as well as the Raving Fan experience in addition to all business development and new client onboarding. This team, including the Wealth Manager, have regular client interaction, outbound proactive calls, and actively participate in Goal Review & Risk Audit meetings. The primary measurements of a successful Wealth Manager are client retention, completion of goal reviews, and risk audits. Job Responsibilities: • Adherence to the core process, while providing proactive and reactive service within the Credent Experience for client care, • Regularly meets with assigned clients at least twice per year to foster and build long term, trusting relationships through the Credent Experience process, • Conduct and present a Risk Audit analysis to clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and tax, • Conduct and present a Goal Review by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchase, and miscellaneous planning needs. These plans are then stress tested and shared with the client, • Communicate with and educate clients to ensure an understanding and appreciation of Credent’s fiduciary standards and the benefits of our team and process service structure, • Participate in and support the Wealth Advisor at various firm sponsored educational and social events with leads and clients, • Work with team members in a way that is in accordance with the mission, core values, and beliefs of the company to provide client service above and beyond expectations, • Service oriented skill set, • Progressive analytical knowledge and interpersonal skills, • Ability to build trusting interpersonal relationships through empathy and active listening skills, • Adaptable, accurate, and creative problem-solving skills, • Proficient in Microsoft Office suite, • Financial services experience, • Series 65 or equivalent, • Certified Financial Planner (CFP) is required, • Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekends, • In office attendance required, • Travel is frequently required, • Standard office equipment, • Cloud-based storage software, • Financial Planning software, • CRM Software, • Microsoft Office Suite, • Expense reporting software

Foster Klima is seeking seasoned financial advisors who are ready to scale their practice with the support of a firm that respects their experience and empowers their growth. Minimum 23 years of experience as a financial advisor or representative. With over 150 years of history in the Midwest, we're

Job Description About Tierra Encantada Tierra Encantada is the fastest-growing Spanish immersion early education® company in the U.S., providing high-quality care and education to children ages 6 weeks to 6 years. Our model blends language immersion, strong operational standards, and a focus on whole-child development to deliver a differentiated experience for families and educators alike. Backed by a $30M investment from a premier minority investor, we are scaling nationally and on track to double in size every 18-24 months over the next five years. Our growth and performance have been recognized by the Financial Times (The Americas' Fastest Growing Companies), Inc. Magazine (10 Hottest Franchise Businesses in America), and Entrepreneur Magazine (Top 50 Franchise Companies Championing Diversity). We are building a company where operational excellence and accountability are non-negotiable. As we scale rapidly, ensuring consistent performance and strong leadership across centers is critical, making this role a key driver of our continued success. This is an opportunity for a leader who thrives on solving problems, driving measurable results, and building high-performing teams in a fast-paced, high-growth environment. At Tierra Encantada, our values fuel everything we do. We are passionate about nurturing children's growth and creating intentional learning environments that inspire curiosity and development. We celebrate the richness of diversity, embracing the unique perspectives it brings to our community. Guided by optimism, we are driven by a shared vision for a brighter future for every child, family, and team member we serve. Join us and be part of a mission-driven team that is committed to making a lasting impact-one child, one family, and one community at a time. Position Overview The Director of Real Estate Development will own the full front-end development process-from market strategy and site selection through lease execution, entitlements, permitting, and preconstruction coordination. This individual will serve as the primary real estate partner to franchisees and internal stakeholders, ensuring projects move efficiently from market approval to opening. This is a highly autonomous role ideal for someone who thrives in a fast-paced, high-growth environment and can build structure, drive accountability, and make informed decisions with limited internal real estate infrastructure. Pay and Schedule This is a full time, exempt position with a typical schedule of Monday through Friday with 4 days per week on site at our corporate headquarters in Minneapolis,MN , and 1 day per week WFH. The base salary range for this position is $130,000 – $150,000 annually depends on qualifications, education, and experience. This position is also eligible for an annual performance bonus. Key Responsibilities Real Estate Strategy, Site Selection & Sourcing • Own and drive the identification, sourcing, and evaluation of potential sites for corporate locations., • Build and manage broker relationships and external real estate networks to generate high-quality site opportunities., • Define and refine site selection criteria, trade areas, and market priorities aligned with company growth goals., • Conduct site feasibility analysis, including demographics, competition, access, zoning, and overall viability., • Present site recommendations and key risks to leadership and/or the Real Estate Committee., • Support franchisees in site selection by advising on trade areas, location quality, project risk, and speed to opening. Deal Execution, LOIs & Lease Negotiation • Lead negotiation of LOIs, leases, renewals, relocations, and other real estate agreements., • Structure deals to balance speed, flexibility, risk, and financial performance., • Negotiate key business terms including rent, abatements, TI allowances, contingencies, delivery conditions, and use protections., • Serve as the primary internal reviewer of leases and real estate agreements, identifying risks and ensuring alignment with company standards., • Manage and coordinate external legal counsel as needed., • Advise franchisees on LOIs, lease terms, landlord negotiations, and risk considerations to improve deal quality and reduce avoidable delays., • Escalate stalled negotiations quickly and drive issues to resolution. Entitlements, Permitting & Preconstruction • Own the development process from site control through permit release., • Develop and execute entitlement and permitting strategies, including zoning analysis, variances, and municipal approvals., • Coordinate architects, engineers, consultants, and other third-party partners during due diligence and preconstruction., • Represent Tierra Encantada in meetings with municipalities, landlords, developers, consultants, and other external stakeholders as needed., • Build and manage project schedules with clear milestones, owners, dependencies, and escalation paths., • Proactively identify risks and remove roadblocks to accelerate timelines., • Partner cross-functionally to ensure alignment on scope, budget, schedule, and open readiness., • Support handoff into construction once permit release is achieved, while maintaining continuity on unresolved municipal or landlord obligations. Franchise Real Estate Support • Serve as the primary real estate advisor to franchisees, guiding them through site selection, deal negotiation, zoning, and development processes., • Coach franchisees to improve speed, decision-making, and overall deal quality., • Balance brand standards, speed to opening, and franchisee economics in all real estate decisions., • Improve visibility into franchise development status, risks, and next steps across the pipeline. Pipeline Management & Execution • Own and manage the real estate development pipeline from site identification through permit release, with accurate, current status reporting for leadership., • Build and maintain development trackers, dashboards, and reporting systems, • Establish a weekly execution cadence with clear milestones, owners, and accountability., • Provide visibility into pipeline health, risks, timelines, and progress to leadership., • Drive process improvements to reduce delays and improve development outcomes. Systems, Tools & Process Development • Utilize and optimize tools such as Smartsheet, SiteZeus, FranConnect, or similar platforms to manage site selection and development tracking., • Build scalable systems, templates, and SOPs to improve speed, consistency, and visibility across the development function. Position Requirements • 7+ years of experience in commercial real estate, land development, retail/QSR/childcare development, or multi-site growth environments., • Proven experience leading site selection, LOI and lease negotiation, due diligence, entitlements, and preconstruction processes., • Strong understanding of commercial lease structures and ability to review, redline, and negotiate real estate agreements with a clear understanding of legal and business risk., • Experience working with or managing external legal counsel on real estate transactions., • Demonstrated ability to manage multiple projects across different markets and municipalities., • Experience supporting franchisees or multi-unit operators strongly preferred., • Strong financial and analytical skills, including evaluating deal economics and site feasibility., • Experience using development tracking and site selection tools (e.g., SmartSheet, SiteZeus, FranConnect, or similar)., • Highly organized, detail-oriented, and able to operate independently with a high level of ownership., • Strong communication and stakeholder management skills across internal teams, franchisees, brokers, landlords, and municipalities., • Hands-on, roll-up-your-sleeves style with a focus on accountability, speed, and results., • Bachelor's degree in Real Estate, Business, Construction Management, Urban Planning, Architecture, or related field., • Experience building or improving real estate development processes in a high-growth organization., • Familiarity with childcare, education, retail, or franchise development environments. Benefits • Medical insurance, • Dental insurance, • Vision insurance, • 12 paid holidays, • PTO accrual of 160 hours, • 401(k) with 3% employer match, • Discounted childcare and waitlist priority for enrollment, • Company paid professional development Tierra Encantada is an equal opportunity employer. Agency applications will not be considered. No immigration sponsorship is available for this position. E-Verify is used to verify employment eligibility.

Job Description Grow with us. Lead with us. At Pioneer, you'll work directly with executive teams, solving complex problems and shaping strategies that reset what's possible. Sometimes the work is headline-worthy. Sometimes it's foundational. But every project earns trust - and earns us the right to take on more. You'll get the kind of access, challenge, and growth found at big firms - while helping build a company that's scaling fast and guided by what we value. If you're looking for meaning, momentum, and a seat at the table, you're in the right place. We’re seeking a Senior Consultant with expertise in strategic sourcing, contracting strategy, and supply chain who thrives in complex project environments. You will support and execute sourcing initiatives through the full sourcing lifecycle - from early capital planning and market intelligence through contract execution and vendor performance management – while integrating seamlessly with project controls, engineering, and construction delivery. You’ll operate as a trusted advisor to utility executives and program leaders, shaping sourcing strategies that reduce cost, mitigate risk, and improve speed-to-field in an era of unprecedented capital expansion. Requirements • 5-8 years of experience in consulting, procurement, supply chain, operations or commercial strategy, • Experience supporting sourcing, contract development, or supplier management, • Strong analytic and financial modeling capabilities, • Ability to synthesize complex data into clear recommendations, • Experience working in cross-functional project environments, • Exposure to capital projects, infrastructure, manufacturing, or industrial sectors preferred but not required Responsibilities • Strategic Sourcing for Major Projects: support development and execution of sourcing strategies, develop RFP materials and bid evaluation frameworks, and build financial and commercial models to inform decisions, • Integrate Commercial and Technical Strategy: collaborate with cross-functional teams to align commercial and technical priorities, • Shape Market Engagement Models: Support contract development and negotiation preparation and assist in evaluating supplier capabilities and risk profiles, • Support contract administration activities including change order analysis, commercial compliance tracking, and deliverable management, • Monitor market and commodity trends to inform pricing assumptions, negotiation strategy, and sourcing timing Pioneer is proud to offer a comprehensive benefits package that includes meaningful time off and paid holidays, parental leave, 401(k) including employer match, tuition reimbursement, and a broad range of health and wellness benefits including medical, dental, vision, life, long and short-term disability, etc. The estimated salary range for this role is $105-158K annually. This range is unique to every candidate, and is based on skillset, years of experience, and breadth of knowledge. This may differ from location to location. Bonuses and other incentives are awarded at the Company's discretion and are based upon individual contributions and overall company performance.

To help you get started, we offer you the resources needed to create your own success:* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match* Company-provided technology, including equipment, helpdesk assistance, client management a

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Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Skills acquired in these fields transition well into the financial advisor role. Successful Thrivent financial advisors have come from a variety of career