Trabajos financial advisor en Charlotte, North Carolina - Page 2Crear alertas

The Head of Benefits is a strategic leader responsible for the design, execution, and oversight of CRC Group’s employee benefits programs. This role ensures that offerings remain competitive, cost-efficient, and fully compliant, while aligning with the company’s culture and long-term business objectives. The ideal candidate brings deep expertise in self-insured health plan management, strong financial acumen, and a proven ability to lead through complexity—including M&A activity and organizational growth. This role serves as a key advisor to executive leadership and plays a central role in shaping CRC Group’s total rewards philosophy. This role is based in our Charlotte, NC headquarters with the following hybrid schedule: In office Monday - Thursday, Friday optional. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time Benefits Plan Management • Oversee health & welfare programs ($100M budget and retirement plan assets $1.6B), • Lead plan design, funding strategy, and claims analysis across self-insured medical, life, LTD, IDI, leave, ADA, wellness, and point solutions, • Manage qualified and non-qualified defined contribution plans and executive benefits, • Partner with actuaries, brokers, and TPAs to optimize performance and manage risk Strategic Leadership • Develop and execute a comprehensive benefits strategy that supports organizational goals, • Serve as a thought leader on emerging trends in benefits, wellness, and total rewards, • Work in close partnership with key stakeholders throughout the organization to ensure alignment and sustained engagement Compliance & Governance • Ensure compliance with ERISA, ACA, HIPAA, COBRA, and other regulations, • Lead audits, filings, and reporting requirements related to benefits programs, • Responsible for coordinating regular Employee Benefits Fiduciary Committee meetings, assisting with developing Charter, agendas, meeting minutes, • Partner with internal and external ERISA counsel to mitigate legal and operational risks M&A and Due Diligence Benefits Strategy • Review existing target benefit plans to identify liabilities, compliance issues, and cost implications, • Align target benefit offerings across organizations to support retention, equity, and cultural cohesion, • Lead messaging around benefit changes to reduce uncertainty and maintain trust during the transition Financial Acumen, Vendor & Budget Oversight • Oversee benefits budgeting, including forecasting, reconciliation, financial reporting, and cost optimization strategies, • Build and manage strategic vendor partnerships to ensure cost-effective, high-quality service delivery across all benefit programs, • Lead contract negotiations and performance monitoring to drive value and accountability, • Direct fee benchmarking, • Maintain rigorous invoice reconciliation protocols to ensure financial integrity, • Collaborate with Finance to develop and monitor IBNR and other reserve methodologies for accurate liability management Employee Experience & Communication • Design and deliver engaging benefits communications and education campaigns, • Champion employee wellness initiatives and drive participation in health programs, • Serve as a trusted advisor to HR business partners and senior leadership, • Develop and maintain benefits intranet resource Team Leadership • Lead and mentor a team of benefits professionals, • Foster a culture of collaboration, innovation, and continuous improvement QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions • Bachelor’s degree in business related major or equivalent education and related training, • 10+ experience of progressive experience in health and wellness benefits management, including experience in management of a self-funded plan., • Strong knowledge of benefits compliance, plan design, and vendor management, • Exceptional analytical, communication, and negotiation skills, • Experience in a multi-state, high-growth organization required Preferred Qualifications: • Master’s degree in human resources, Business Administration, or related field or MBA, • CEBS designation, • International employee benefit knowledge, • Insurance industry experience

Responsibilities Account Strategy • Lead the strategic planning process for assigned accounts, ensuring alignment with client goals and business objectives while driving future business growth., • Develop and manage commercial agreements to drive mutually beneficial partnerships., • Effectively position the value proposition, ensuring the delivery of tailored solutions that exceed expectations., • Own and nurture relationships with key executives, buyers, and stakeholders within client organizations, becoming a trusted advisor., • Expand existing relationships by identifying new buyers and fostering cross-functional connections., • Partner with Capability Leadership to socialize offerings and create client proposals., • Own the full opportunity lifecycle from identification to proposal creation, pricing and profitability, and Statement of Work (SOW) execution., • Manage opportunities within the sales pipeline, ensuring timely progression and addressing any obstacles., • Oversee project work at a macro level, ensuring overall quality, alignment with client expectations, and smooth execution., • Proactively identify and remove blockers, collaborating with the team to keep projects on track., • Assist with staffing decisions and project setup to ensure that the right resources are in place for successful delivery., • Serve as a strategic mentor for individuals assigned to accounts, providing guidance on both industry-specific knowledge and consulting skills., • Foster an environment of continuous learning, helping team members grow professionally and develop their expertise., • Support the career progression of team members, providing feedback and advice on skill development and opportunities for growth. Qualifications • Consulting Experience: 5–10 years in consulting or adjacent professional services industries, with a proven track record of leading successful client engagements in digital innovation, product development, and digital adoption., • Sales & Account Management: Strong background in sales, account development, and client relationship management. Demonstrated ability to identify and drive new business opportunities while managing ongoing client relationships to ensure satisfaction and growth., • Relevant Industry Knowledge: Deep understanding of digital transformation, digital strategy, and emerging technologies. Experience working with clients in industries undergoing significant digital change, with the ability to apply that knowledge to drive impactful solutions., • Leadership & Influence: Proven ability to provide leadership and influence to both internal teams and clients, driving account growth and delivering high-quality results. Ability to mentor, guide, and motivate team members to excel in their roles while achieving account objectives., • Strategic Mindset: Strong strategic thinking skills with the ability to align client needs with consulting solutions that deliver measurable value. Comfortable navigating complex accounts, identifying and mitigating risks, and making decisions that influence the overall direction of the business., • Communication & Collaboration: Excellent communication skills with the ability to build relationships at all levels of the client organization. Collaborative approach to working with internal teams to ensure seamless delivery and client satisfaction. Skilled in verbal, written, and presentation communication., • Growth Mindset: Strong desire and hustle to scale within a quickly-growing business by leveraging the talents of a high-performing team. Ability to effectively work within a startup environment., • Financial and Operational Acumen: Experience planning for and managing financial and operational targets and objectives., • Business Acumen: Strong understanding of how to support and build professional services businesses.

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description The Commercial discipline is responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams. This strategic and consultative team creates meaningful relationships with clients through their combined knowledge of IT services and industry trends and pain points. Members include business development staff of all levels, client partners, alliances and partnerships managers, industry advisors, and operational leads. The Senior Client Partner role at Endava is a senior leader within the Commercial organization. They own the relationship with the client and the delivery organisation, ensuring alignment on goals, expectations, and deliverables. This role is responsible for managing and growing key client relationships, achieving significant revenue growth, and identifying new business opportunities. The Client Partner plays a critical role in maintaining and expanding these relationships through exceptional client experiences, continuous improvement, exemplary service delivery, and strategic foresight. This individual must possess both breadth and depth of experience across payments, including multiple payment types (e.g., merchant acquiring, card issuing, business payments, ACH, wire, instant payments) and multiple stakeholder groups (e.g., merchants, businesses, processors, financial institutions). Responsibilities: Commercial Leadership • Drive business growth by implementing strategic plans that foster long-term client relationships and revenue expansion., • Develop and execute strategies to achieve 20%+ (or as agreed) revenue growth within the client portfolio., • Actively manage and develop a pipeline within accounts, aligned to a go-to-market strategy in collaboration with a Business Development Manager (BDM)., • Dedicate over 50% of time to cultivating new business and relationships within clients, actively participating in promotional activities., • Proactively leverage professional networks to generate new opportunities with existing clients., • Build personal brand and relationships with senior stakeholders (C-level across business, tech, sales, marketing) within the client portfolio., • Accountable for revenue and profit forecasts and delivery., • In large accounts, delegate delivery responsibilities to relevant Delivery Managers (DMs) while maintaining oversight., • For mature accounts, iteratively explore replacement pipelines to mitigate ramp-downs., • Ensure accurate financial forecasts, projections, and adjustments., • Manage and mitigate risks effectively, including succession planning., • Ensure robust account growth planning (leveraging Client Growth Model / CGM) aligned with client business needs, including strategies for significant renewals., • Drive continuous improvement and innovation in solutions, commercials, and positioning within the portfolio., • Ensure compliance with governance, business rules, and regulatory standards., • Embed critical initiatives and processes within the client portfolio to achieve strategic objectives., • Foster a culture of high performance and continuous improvement within the team.Qualifications, • Significant professional experience in client management or a similar role. · Proven track record of delivering 20%+ revenue growth across a client portfolio., • Location preferred: Charlotte, Atlanta, or NYC metro, • Extensive experience in developing and executing client strategies that drive business growth., • Demonstrated success in managing account P&L and achieving financial targets., • Experience in client engagement and building senior-level client relationships., • Proven ability to collaborate and influence across various levels of an organization., • Experience in strategic initiatives, transformation projects, or large-scale integrations is a plus., • Proficient in all client negotiation (investments / Master Service Agreements / thorny contract points)., • Acknowledged by clients as the primary trusted advisor and contractual authority., • Deep expertise in client relationship management and strategic planning., • Exceptional leadership, negotiation, and relationship management abilities., • Strong business acumen and ability to identify and capitalize on growth opportunities., • Excellent communication skills, both written and verbal, with the ability to engage with senior stakeholders (C-level)., • Proven ability to manage multiple priorities and work independently in a fast-paced environment., • Advanced problem-solving and decision-making capabilities under pressure., • In-depth understanding of industry trends, market dynamics, and financial analysis., • Commitment to continuous personal development and staying current with industry trends., • Demonstrated ability to influence change and drive organizational transformation., • Strong accountability for achieving results and maintaining high performance standards., • Proficiency in financial management, including P&L management, forecasting, and risk management., • Experience in driving continuous improvement and innovation in client solutions and service delivery. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description The Commercial discipline is responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams. This strategic and consultative team creates meaningful relationships with clients through their combined knowledge of IT services and industry trends and pain points. Members include business development staff of all levels, client partners, alliances and partnerships managers, industry advisors, and operational leads. The Client Partner role at Endava is a senior leader within the Commercial organisation. They own the relationship with the client and the delivery organisation, ensuring alignment on goals, expectations, and deliverables. This role is responsible for managing and growing key client relationships, achieving significant revenue growth, and identifying new business opportunities. The Client Partner plays a critical role in maintaining and expanding these relationships through exceptional client experiences, continuous improvement, exemplary service delivery, and strategic foresight. Responsibilities: Commercial Leadership • Drive business growth by implementing strategic plans that foster long-term client relationships and revenue expansion., • Actively manage and develop a pipeline within accounts, aligned to a go-to-market strategy in collaboration with a Business Development Manager (BDM)., • Dedicate over 50% of time to cultivating new business and relationships within clients, actively participating in promotional activities., • Proactively leverage professional networks to generate new opportunities with existing clients., • Build personal brand and relationships with senior stakeholders (C-level across business, tech, sales, marketing) within the client portfolio., • Accountable for revenue and profit forecasts and delivery., • Delegate delivery responsibilities to relevant Delivery Managers (DMs) while maintaining oversight., • For mature accounts, iteratively explore replacement pipelines to mitigate ramp-downs., • Ensure accurate financial forecasts, projections, and adjustments., • Manage and mitigate risks effectively, including succession planning., • Ensure robust account growth planning (leveraging Client Growth Model / CGM) aligned with client business needs, including strategies for significant renewals., • Drive continuous improvement and innovation in solutions, commercials, and positioning within the portfolio., • Ensure compliance with governance, business rules, and regulatory standards., • Embed critical initiatives and processes within the client portfolio to achieve strategic objectives., • Foster a culture of high performance and continuous improvement within the team.Qualifications, • Significant professional experience in client management or a similar role within the Payments industry. · Proven track record of delivering 20%+ revenue growth across a client portfolio related to Payments., • Extensive experience in developing and executing client strategies that drive business growth., • Demonstrated success in managing account P&L and achieving financial targets., • Experience in client engagement and building senior-level client relationships., • Proven ability to collaborate and influence across various levels of an organization., • Experience in strategic initiatives, transformation projects, or large-scale integrations is a plus., • Proficient in all client negotiation (investments / Master Service Agreements / thorny contract points) aligned with BDMs., • Acknowledged by clients as the primary trusted advisor and contractual authority., • Deep expertise in client relationship management and strategic planning., • Exceptional leadership, negotiation, and relationship management abilities., • Strong business acumen and ability to identify and capitalize on growth opportunities., • Excellent communication skills, both written and verbal, with the ability to engage with senior stakeholders (C-level)., • Proven ability to manage multiple priorities and work independently in a fast-paced environment., • Advanced problem-solving and decision-making capabilities under pressure., • In-depth understanding of industry trends, market dynamics, and financial analysis., • Commitment to continuous personal development and staying current with industry trends., • Demonstrated ability to influence change and drive organizational transformation., • Strong accountability for achieving results and maintaining high performance standards., • Proficiency in financial management, including P&L management, forecasting, and risk management., • Experience in driving continuous improvement and innovation in client solutions and service delivery. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Position Overview The General Counsel serves as the senior legal advisor to The Company, responsible for leading all legal, compliance, and governance functions while remaining directly engaged in the company’s real estate transactions and business operations. This role is highly hands-on, providing legal leadership and direct participation in structuring, negotiating, and closing acquisitions, financings, developments, joint ventures, and dispositions across the company’s nationwide portfolio. The General Counsel partners closely with the CEO and executive team to ensure that business initiatives are pursued with legal integrity, operational efficiency, and sound risk management. This leader plays a critical role in aligning business strategy with legal execution, safeguarding the company’s interests while enabling growth and performance at scale. Key Responsibilities Deal Execution and Transaction Management • Serve as lead counsel for major real estate transactions, including property acquisitions, developments, financings, joint ventures, and dispositions., • Draft, negotiate, and manage letters of intent, purchase and sale agreements, partnership and operating agreements, loan documents, and related contracts., • Oversee and coordinate due diligence, title and survey review, closing documentation, and post-closing matters., • Collaborate closely with internal deal teams, outside counsel, lenders, and investors to ensure timely and accurate closings., • Advise executive leadership and the Board on corporate governance, organizational structure, and entity management., • Maintain and oversee all corporate records, licenses, and filings across multiple entities and jurisdictions., • Develop and implement compliance policies and internal controls to ensure adherence to federal, state, and local regulations., • Provide counsel on employment law and HR compliance, including policies, employee relations, and multi-state regulations., • Support Human Resources and Operations in maintaining consistent, compliant employment practices across all business units., • Act as a trusted advisor to the CEO and senior leadership team, providing insight that integrates legal, operational, and business perspectives., • Contribute to long-term strategy discussions related to growth, investment structure, and corporate initiatives., • Lead or mentor legal and compliance personnel, building scalable systems and processes to support expansion., • Manage and direct outside counsel relationships, ensuring effective use of resources and cost control. Qualifications • Juris Doctor (J.D.) degree from an accredited law school., • Active bar membership in at least one U.S. jurisdiction (preferred in North Carolina)., • 10–15 years of progressively responsible legal experience, including significant time in commercial real estate law., • In-house experience with a real estate development, investment, or construction firm strongly preferred., • Demonstrated success in managing complex transactions and balancing business risk with legal exposure., • Demonstrated ability to manage multiple projects and deadlines in a fast-paced, deal-driven environment. Competencies • Transactional Leadership: Expert in navigating complex deals from negotiation through closing., • Business Acumen: Understands financial and operational drivers; aligns legal strategies with business goals., • Judgment and Integrity: Exercises sound decision-making, balancing risk with business opportunity., • Communication: Clearly articulates legal concepts and implications to non-legal audiences., • Collaboration: Builds trust and works effectively across departments, functions, and external partners., • Execution Focus: Takes ownership of deliverables; ensures precision, timeliness, and accountability.

Job Description The Client Engagement Manager II (CEMII) is accountable for an assigned portfolio of clients and their engagement processes and solution delivery through all phases of on-boarding and implementation. The CEMII serves as a Trusted Advisor to clients by understanding the client’s goals, planning, and controlling delivery, mitigating risks and constraints, and expertly communicating internally and with clients to meet or exceed client requirements. The CEMII develops successful client partnerships that result in high client satisfaction, retention, and growth. Through influential leadership in a matrixed environment, the CEMII builds and leads diverse high-performing teams across Vatica Health, the client, and vendor partners. The CEMII makes significant contributions to client engagement and solution delivery best practices. Responsibilities: • Serve as a Trusted Advisor and independently or with limited support lead large or high-complexity client relationships, engagement, and implementation delivery, • Identify, develop, and close partnership expansion opportunities with clients; document client requirements, success criteria, and supporting solutions – including solutions co-created with client - in contract documents and own them through opportunity closure, • Develop and execute detailed on-boarding/implementation plans and communication plans including client metrics of success and risk identification and mitigation, in partnership with clients, operational partners, and vendor partners, • Build strategic and compelling powerpoint decks for client presentations (QBR’s, kick offs, status meetings), • Lead, through influence in a matrixed environment, teams comprised of members from Vatica Health functional groups, the client, and vendor partners, • Lead joint client-Vatica Health leadership committees to ensure senior leadership alignment, long-term planning and development, strategic and tactical account and implementation review, and effective escalation and issue resolution, • Deliver successful client partnerships that result in high client satisfaction, retention, and growth; lead the Vatica client team and hold regular 1:1 check points with client program leadership beyond regular team status calls, • Forecast and track key account metrics (e.g. visit activity, provider adoption, sales stats, valuation and clinical impact), that deliver maximum value and impact for clients, • Enhance performance tracking against benchmarks and goals and improve risk identification, communication and mitigation., • Deliver and ensure client training on Vatica Health tools, processes, and reports, • Leverage knowledge of client source data, bi-directional reporting, client operations, and Vatica operations to optimize program performance, • Support operational and financial plans and maintain actuals and forecasts, • Serve as the Voice of Client by seeking ad-hoc and formalized feedback to gauge client satisfaction and identify areas for engagement, tool, and solution improvement; partners with clients to co-create and deliver enhanced or new services and solutions, • Design and develop best practices in client engagement and implementation to deliver industry-leading client experience; develop and lead processes beyond assigned accounts, • Assist in the onboarding and development of Vatica staff Requirements • 6+ years in a healthcare client facing role with progressive experience, • 6+ years leading complex projects, • Healthcare experience; strong preference for experience in Risk Adjustment, Quality of Care, • Strong project performance analysis and strategic power point deck building skills, • Outstanding customer service skills, • Strong data organization, analysis and presentation skills, • Strong ability to learn at a fast pace, apply knowledge and be consultative., • Strong computer (including Microsoft Office), grammar and multi-tasking skills, • Strong attention to detail, time management, and decision-making skills, • Ability to work with significant independence and minimal supervision, • Ability to lead multi-level internal and client teams, • Ability to travel during the week Competencies: Drives Results, Vision, and Purpose • Aligns effort to consistently deliver results through challenging circumstances., • Profitability focused, persistent in achieving objectives with a positive track record of exceeding performance., • Exchanging ideas, knowledge, and data so that the message is received and understood with clarity and purpose., • Builds strong customer relationships and prioritizes customer-centric solutions., • Considering future possibilities or roadblocks and creating strategies to drive results., • Adapts approach in real time to respond to different situations., • Anticipating and balancing the needs of multiple stakeholders and multiple projects., • Highly prepared and knowledgeable about expectations., • Delivers fair and flexible response to stakeholder needs. Benefits WORKING AT VATICA HEALTH ADVANTAGES Prosperity • Competitive salary based on your experience and skills – we believe the top talent deserves the top dollar, • Bonus Potential (based on role and is discretionary) – if you go above and beyond, you should be rewarded, • 401k plans– we want to empower you to prepare for your future, • Comprehensive Medical, Dental, and Vision insurance plans, • Tax-free Dependent Care Account, • Excellent PTO policy (everyone deserves a vacation now and then), • Great work-life balance environment- We believe family comes first!, • Strong supportive teams- There is always a helping hand when you need it The salary for a position is typically determined by multiple factors such as the individual's qualifications, experience, skills, and location. The projected compensation range for the position may vary based on these factors and could range from $125,000 to $135,000(annualized USD). However, this estimate represents just one aspect of our total compensation package offered.

Builds and nurtures strong relationships.

Partner with Controller's Group, FP&A, Finance Support Team (FST), and Region VP of Finance to create and deliver timely and accurate financial reports. Act as a trusted advisor for all things Finance:. Lead the implementation of the US Foods Way for Finance.

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $2 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR lltAGqtuYO

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR nxAJaNf8jg

Job Description Join Our Team as a Registered Investment Advisor! Are you a self-starter with a passion for the financial world? Do you thrive on setting and achieving goals? Are you motivated by a positive mindset and a desire to grow both personally and professionally? If so, we have an exciting opportunity for you! We are seeking a dynamic and driven individual to join our team as a Registered Investment Advisor. As an integral part of our organization, you will have the chance to make a significant impact on our clients' financial success while enjoying the flexibility of remote work. This is a commission-based position with tremendous potential for growth and success. Key Qualifications: ✓ Self-Starter: We value individuals who take initiative, embrace challenges, and proactively seek opportunities. You should possess the drive and determination to succeed, even in a remote work environment. ✓ Goal-Oriented: You should have a proven track record of setting and achieving goals. We are looking for someone who thrives on pushing themselves to new heights and continuously strives for excellence. ✓ Positive Mindset: A positive attitude is contagious, and we believe it creates a productive and enjoyable work environment. We seek individuals who can maintain a constructive outlook, even during challenging times. ✓ Desire to Grow: We are committed to your personal and professional development. If you have a hunger for knowledge, a desire to learn and grow in the financial industry, we are excited to support you on that journey. ✓ Undergraduate Degree: An undergraduate degree in finance, economics, or a related field is required to ensure you have a solid foundation for success in this role. ✓ Series License: While not mandatory, a series license (such as Series 7, 63, or 65) is preferred. It demonstrates your commitment to your craft and will provide a head start in servicing our clients. Joining our team means becoming part of a supportive and collaborative environment that fosters growth, innovation, and professional excellence. We offer ongoing training, mentorship, and the opportunity to work with a diverse range of clients. If you are ready to embark on an exciting journey where your hard work and dedication will be rewarded, please submit your resume and a cover letter detailing why you would be a great fit for this role. We look forward to reviewing your application and discussing how you can contribute to our team's success. Apply now and take the first step towards a rewarding career as a Registered Investment Advisor! Note: Due to the high volume of applications, only shortlisted candidates will be contacted. Company DescriptionIntegrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on building trusted relationships with our clients and delivering exceptional service with integrity and professionalism.Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. We pride ourselves on building trusted relationships with our clients and delivering exceptional service with integrity and professionalism.

Job Description Empower Your Future with New York Life as a Financial Advisor At New York Life, our mission is clear: We provide financial security and peace of mind through insurance, annuities, and investment solutions. We act with integrity and humanity in all interactions—with our policy owners, business partners, and one another. Grounded in confidence and humility, we are stewards for the long term. We are here for good—a promise rooted in the permanence of New York Life and our unwavering commitment to do the right thing in both business and society. Everything we do is driven by one purpose: To be there when our policy owners need us most. Your Career Starts with Purpose Join the New York Life team as a motivated Financial Advisor committed to bettering the lives of others. You’ll help clients pursue financial security and long-term peace of mind using a comprehensive suite of solutions backed by the strength and integrity of a Fortune 100 company. What You’ll Do As a Financial Advisor, you’ll have the opportunity to: • Design your own schedule and create an ideal work/life balance., • Build a rewarding career with significant income potential., • Make an impact by helping individuals, families, and businesses achieve financial peace of mind., • Customize your path, whether that’s building your practice or growing into a management role., • Continue learning through world-class training and ongoing professional development., • Gain recognition and rewards for your achievements. Industry-Leading Training & Support At New York Life, we invest in you from day one. • NYLIC University: One of the most respected and comprehensive training programs in the industry., • Three-year training track with extensive mentoring from experienced agents and managers., • Marketing, prospecting, and technology support to help you succeed., • Learn from the best while building your own loyal clientele. Exceptional Benefits Package You’ll receive a full suite of benefits, including: • Health, Dental, Life, and Disability Insurance, • 401(k) plan after one year of service, • Pension Plan, • Continuing education reimbursement, • Support for industry designations Why Career Changers Succeed with Us You bring experience, maturity, and a drive to succeed. We provide: • Comprehensive training and mentorship, • A proven business model with room for creativity and autonomy, • The backing of a Fortune 100 company, • A meaningful mission that helps people build better financial futures Ready to Make a Difference? At New York Life, your success is our priority. Whether you're just starting out or looking to take your financial services career to the next level, we offer the training, tools, and support to help you grow. Join us and be part of a company that’s built to last—and built for you. Compensation: $84,000 - $115,000 yearly Responsibilities: • Conduct educational seminars to provide financial advice tailored to clients' risk tolerance and goals., • Use CRM tools to track clients’ financial status, goals, cash flow, and expectations for personalized planning., • Develop customized financial plans using company products and services aligned with client needs., • Continuously generate prospects through social media and other marketing channels., • Build trusted relationships with new clients as their financial advisor., • Guide clients on life insurance, mutual funds, savings plans, and related financial products.Qualifications:, • Life, health, and accident, SIE, 6 or 7, 63, and 65 or 66 licenses required or the ability to obtain licenses within a designated time frame., • Relationship management skills are required., • Motivated self-starters are a must., • Have a strong business mind and a forward-thinking spirit., • Are goal-oriented and resilient., • Are passionate about helping others., • Value personal development and continuous learning, • Seek to build a meaningful career with long-term potential., • Integrity and strong communication skills., • Organized, detail-oriented, and excellent time management skills., • Strong sales and leadership skills., • NORTH AND SOUTH CAROLINA RESIDENTS ONLY., • This is not a remote position.About Company New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world. 1-Source: 3rd Party Ratings Reports as 11/17/23. 2- SOURCE: MDRT 7/2023.

Job Description About Us: The Pelora Group, a MassMutual firm is a leading mutual life insurance company that has been helping individuals and families secure their financial futures for over 160 years. Our commitment to integrity, innovation, and community makes us a trusted partner in financial planning, and we empower our advisors to make a meaningful impact in the lives of their clients. The Opportunity: As a Financial Advisor at MassMutual, you will play a pivotal role in guiding clients through their financial journey. This entry-level position offers comprehensive training and support, allowing you to build a rewarding career while helping clients achieve their financial goals. Job Responsibilities: • Develop and maintain strong relationships with clients to understand their financial needs and goals., • Provide personalized financial planning and investment advice tailored to clients' objectives., • Analyze financial data and market trends to create effective strategies for wealth management., • Educate clients on insurance products, investment options, and retirement planning., • Continuously expand your knowledge and skills through ongoing training and professional development.Desired Qualifications:, • Bachelor's degree in Finance, Business, or a related field., • Strong interpersonal and communication skills., • Motivated and self-driven with a passion for helping others., • Ability to work independently as well as part of a team., • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).Nice-to-Haves:, • Previous experience in sales or customer service roles., • Understanding of financial products and services., • Relevant certifications (e.g., Series 7, Series 66) or willingness to obtain them., • Active involvement in community service or professional organizations., • Experience with financial planning software.

Job Description Do you have a business-minded spirit? At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to clients and each other. We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. We are seeking business-minded people and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself. We are looking for someone who has: • The mindset of a capitalist and the heart of an altruist,, • High energy level and strong work ethic,, • Strong sense of mission and passion,, • High self-confidence and an optimistic approach,, • Integrity and trustworthiness,, • Resilience and humility, and, • Total commitment in everything you do, Starting a new practice is a challenge, but it is important to get started with a successful financial services firm that offers the platform to perform meaningful work in your community, to enjoy what you do every day, and to be compensated based on your efforts. What we offer: • Flexible Work Environment, • Comprehensive Training Provided, • Mentorship Opportunities from Financial Professionals, • Performance-Based Incentive Trips, • Tuition Reimbursement, • Basic Subsidy Allowance (requires qualification), • Advisor Financing Plan (requires qualification) Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Compensation: $80,000+ OTE Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectationsQualifications:, • Bachelor's Degree a must, sales experience and/or financial internships a plus., • A business mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth., • You are personable and caring, with a natural ability to connect and communicate with others., • Enthusiastic, high energy, and positive attitude., • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously., • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team., • Must have excellent communication and interpersonal skills., • Quick learner who is comfortable in a fast-paced, dynamic environment.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Do you have an entrepreneurial spirit? At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other. We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself. We are looking for someone who has: • The mindset of a capitalist and the heart of an altruist,, • High energy level and strong work ethic,, • Strong sense of mission and passion,, • High self-confidence and an optimistic approach,, • Integrity and trustworthiness,, • Resilience and humility, and Qualifications • Bachelor's Degree a must, sales experience and/or financial internships a plus., • An entrepreneurial mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth., • You are personable and caring, with a natural ability to connect and communicate with others., • Enthusiastic, high energy, and positive attitude., • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously., • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team., • Must have excellent communication and interpersonal skills., • Quick learner who is comfortable in a fast-paced, dynamic environment.What we offer:, • Flexible Work Environment, • Comprehensive Training Provided, • Mentorship Opportunities from Financial Professionals, • Performance-Based Incentive Trips, • Tuition Reimbursement, • Basic Subsidy Allowance (requires qualification) Powered by JazzHR CXshQlohEM

Job Description Partner with Annuity Experts and Add a Six-Figure Income Stream to Your Business Are you a licensed life insurance agent looking to dramatically increase your income by serving the retirement needs of your clients? Annuity.com is seeking licensed professionals to partner with our senior specialists in a lucrative joint-work opportunity. This is a 1099 independent contractor opportunity for licensed agents to expand their product offerings. Compensation is 100% commission-based, earned via commission splits on joint sales. The Opportunity: A Partnership, Not an Apprenticeship Leverage your existing client relationships and sales skills while we provide the advanced product knowledge and case design support. In this team-based model, you will partner with an experienced annuity specialist to consult with clients and close sales together. It's the ideal way to master a new market without the risk of going it alone. The Power of Annuity Commissions: Annuity commissions are substantial. The average commission on a single sale ranges from $1,000 to $15,000. Through this partnership, you will earn a significant share of these commissions on every joint sale, providing a powerful boost to your current income. Your Role as an Independent Agent Partner: • Identify annuity opportunities within your existing network and new prospects., • Initiate consultations with potential clients to discuss their retirement goals., • Collaborate with your assigned Senior Annuity Advisor, who will provide in-depth product expertise, case design, and closing support on joint calls., • A Team Selling Environment: Partner directly with a top-producing mentor who is financially invested in your success., • Access to High-Level Strategy Sessions: Participate in optional, high-value training and case-design roundtables to sharpen your skills., • Life-Changing Income Potential: There is no cap on your earning potential. This is your entry into a market where single commissions can exceed $50,000., • Must hold an active State Life & Health Insurance Producer License., • An entrepreneurial mindset with a desire to build a scalable and profitable business., • A proven self-starter capable of generating leads and prospecting activity., • Highly coachable and open to collaborating within a proven, team-based system., • Classification: This is a 1099 independent contractor opportunity. It is not W-2 employment., • Taxes & Expenses: As an independent contractor, you are responsible for your own business expenses, taxes, and benefits. We’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry. With over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals. If you’re ready to own your platform — not just work for one — you’ll fit right in here.About Annuity.com\r\nAnnuity.com is a nationally recognized financial services platform helping independent annuity and life producers grow their business, increase earnings, and share in company ownership.\r\n\r\nWe’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry.\r\n\r\nWith over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals.\r\n\r\nIf you’re ready to own your platform — not just work for one — you’ll fit right in here.

Job Description Who we are... At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful. What we offer... With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include life insurance, annuities, long-term care insurance, disability insurance, and investment products offered through our broker-dealer arm, NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own brand name with a DBA. You have the flexibility at New York Life to do what’s right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top-performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation.6 The average income of our agents under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements in 2023 was $117,359.7. In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include medical, dental, vision, a 401(k), and a pension.8 For more information about commission-based income and benefits for financial professionals, please follow this link: . About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades... We’re proud of our financial strength 2 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer 10 • Chief Learning Officer: 2023 CLO Learning Elite Gold Award We’re proud the be recognized by organizations that also value diversity, • Seramount: 2023 Best Companies for Multicultural Women, • Human Rights Campaign: 2023 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide to clients • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies), • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products), • Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)12 New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023)., 3. New York Life agents have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals. Source: MDRT, July 2023., 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency, and a New York Life Company., 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include, but are not limited to, applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., 6. If you do not qualify for the position of an Experienced Financial professional, you may qualify for an Introductory (PTAS) Contract. Under a PTAS Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period as a PTAS agent of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you make will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 7. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agents’ Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation, and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied. 8. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 9. Dividends are not guaranteed., 11. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 12. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life accepts applications for the Experienced Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply as soon as possible. AR10511_052024 SMRU5029909 (Exp.06.30.2025) Compensation: $50,000 - $150,000 yearly Responsibilities: • Build and maintain long-term client relationships with individuals, families, and business owners, • Provide customized financial strategies, including insurance, retirement, investment, and estate planning solutions, • Leverage New York Life’s full suite of financial products to meet client needs, • Identify new client opportunities through networking, referrals, and business development, • Deliver ongoing service and reviews to ensure client plans remain aligned with goals, • Stay current on financial services trends, regulations, and planning strategiesQualifications:, • 2+ years of experience in financial services, insurance, or investment sales (required), • Proven success in building and managing client relationships, • Strong communication, presentation, and interpersonal skills, • Business mindset with a passion for helping clients achieve financial security, • Active Life & Health insurance licenses and/or FINRA registrations (Series 6, 7, 63, or 66) preferred, • Bachelor’s degree preferredAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Job Description Certified Financial Planner Charlotte, NC or Louisville, KY CFP Financial Advisor Private Wealth Firm Hybrid | Based in Charlotte, NC or Louisville , KY surrounding growth markets (U.S. candidates only) About Our Client Our client goes beyond managing money - they build lifelong partnerships grounded in clarity, integrity, and personalized financial planning. They are a fiduciary wealth management firm serving affluent households with a goal to reach $1 billion in assets under management by 2030, growing 50% annually through a strategic mix of organic growth and advisor succession acquisitions. Currently, they operate in Charlotte, Asheville, and Greensboro, NC; Louisville, KY; Atlanta, GA; and select parts of Florida - with plans for further expansion underway. They plan to add only two new advisors in 2025, with 1-2 additional openings expected in 2026. This is a rare opportunity to join a high-performing team at the forefront of industry transformation. What Makes This Opportunity Unique This isnt a traditional salaried role - you wont be punching a clock. Instead, its a career-defining chance for an entry-level financial advisor (1-3 years experience) to receive direct mentorship from leadership, gain access to quality client relationships, and quickly grow into a lead advisor role within a collaborative, fast-growing environment. Our client provides: Direct support from senior advisors and firm leadership Access to client relationships through M&A and succession plans Structured mentorship, training, and professional development A clear performance path that enables top talent to earn among the top 10% of U.S. financial advisors within five years They focus not only on developing your technical skills but also on growing your professionalism, presence, and purpose. Team members prioritize personal well-being, fitness, and intentional living because great advisors bring their whole selves to those they serve. About the Role This full-time, hybrid position is based in and around Charlotte, NC or Louisville, KY. Occasional travel is required to client meetings in Asheville and Greensboro, NC; Louisville, KY; Atlanta, GA; and parts of Florida. You will collaborate with a team of fiduciary advisors, receive paid training, and quickly advance from support duties to lead responsibilities based on your performance. Who You Are • Licensed (Series 66 & 7), • 1-3 years of experience in financial services, • Passed the CFP exam, • Personally responsible with money and able to confidently discuss your own financial growth and goals, • A strong communicator, comfortable both on Zoom and in person, • Passionate about helping people make smarter, more meaningful financial decisions, • Aligned with a firm that values health, wellness, integrity, and long-term impact, • Located in or willing to relocate to Louisville, KY; Charlotte, NC; or one of the existing markets (U.S. candidates only; no international applicants) What You'll Do • Provide financial planning, retirement modeling, and investment advice, • Work closely with a mentor advisor and support client relationships, • Participate in business development and succession planning efforts, • Continuously improve your skills in tax-aware planning, estate coordination, and client communication, • Contribute to high-level firm growth strategies and enhance client service standards, • Compensation & Career Growth, • Base salary: $75,000 - $95,000 (based on licensing, experience, and credentials), • Year 2+ compensation expected to increase significantly as goals are met and responsibilities grow, • Eligible for performance bonus, sign-on bonus, and profit sharing, • Training and licensing costs covered, • Genuine opportunity to earn in the top 10% of U.S. advisors by year five Our client believes a team members true value emerges over the first 6-9 months. Their compensation structure rewards long-term alignment, ambition, and contributions - not just what's on paper. Candidate Screening & Application Process The hiring process includes: • Initial screening with recruiter, • Zoom video interview, • A brief project or research assignment to assess professional thinking, communication, and fit

Job Description Here at the Woods Financial Group, we are a leading brokerage that specializes in Life and Health Insurance sales, including Retirement solutions, we empower motivated individuals to take control of their careers and financial futures. As an insurance advisor, you will have the opportunity to work remotely, benefiting from a proven sales process and personalized mentorship from industry experts and a family-like culture where you can thrive while making a positive impact on the lives of others. Why you’ll love working with us… · Proven Sales System: Access warm leads—no cold calling or door knocking required. You will have the tools and support to confidently present policies that clients are already interested in. · Unlimited Growth Potential: Whether you choose part-time or full-time, our top agents earn between $1,000 and $10,000 (or more!) per month. · Mentorship & Coaching: Participate in ongoing training, webinars, and receive support from experienced agents to continuously enhance your skills. · Culture of Success: Join a collaborative team that prioritizes personal growth and helps each other achieve financial and professional goals. Choose between a Producer track and an Owner track to align with your ambitions. · Flexible & Remote: Enjoy the freedom to work from home or your local area, based on your preference. What You’ll Do… · Connect with Qualified Leads: Engage with potential clients who have expressed interest in life insurance options. · Present Solutions: Schedule and conduct appointments via phone or video conference to discuss coverage options and assist clients in selecting the best plans for their needs. · Build Relationships: Foster lasting connections with clients through exceptional service and personalized guidance. What We’re Looking For… · Strong Communicators: Comfortable engaging with clients, actively listening to their needs, and recommending suitable coverage options. · Highly Motivated Self-Starters: Goal-oriented and entrepreneurial individuals eager to develop their own business. · Coachable Team Players: Open to learning from mentors and valuing a supportive, collaborative environment. · Innovative Problem-Solvers: Enthusiastic about trying new approaches and reshaping your professional path. · YOU, ready to take control of your career and join a dynamic team? Let's have a talk. NOTE: Earnings and achievements will vary, they are contingent upon individual effort, coachability, and the implementation of our proven systems. Your success will be driven by the amount of dedication to success you put in and your ability to meet the expectations of clients in your chosen geographic areas. So, not all agents achieve the same results, and individual performance may vary based on several factors. No specific results are guaranteed.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. About Carolina Financial Group - Prudential Advisors Carolina Financial Group Prudential Advisors has earned national recognition as the #1 teaming firm and the #2 financial planning firms in the country for Prudential Advisors, along with being a consecutive winner of the Prudential Citation Award. These achievements reflect our culture of collaboration, excellence, and dedication to client success. Our mission, changing lives everyday, drives everything we do. With a unique blend of independence, support, and innovative technology, we empower advisors to grow their practice while helping clients achieve lasting financial confidence. Equally committed to our communities, we proudly sponsor the 24 Foundation and Unique Sneaks, contribute through event sponsorships, and donate to local schools, reinforcing our belief in giving back where it matters most. Our growing offices are located: • Charlotte, NC, • Greensboro, NC, • Mount Pleasant, SCAbout the Financial Advisor Role Career Changer Opportunity Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with a strong work ethic, a strong desire to help others, and the drive to grow personally and professionally. No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth. Top Reasons Career Changers Thrive Here: • Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry., • Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way., • Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice., • Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families.Our Differentiators:, • Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients., • Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success., • FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you., • Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience.Meet our team: Kim Turner Managing Director: • Time with Prudential: 20 years., • Prior Experience: Began her career with Lincoln Financial Group on the institutional side, selling plans and working directly with plan participants. Joined Prudential as a financial advisor and later held roles including Business Development Manager, Manager Financial Services, Manager Agency Training, and Associate Managing Director. Promoted to Managing Director 13 years ago., • Passionate About: Kim and her husband are raising three boys who stay active in football and soccer, where the family also volunteers as coaches. She enjoys tennis, spending time outdoors, and being on the water at Lake Norman. Her family supports the 24 Foundation, volunteering to help those navigating and recovering from cancer.James McCarthy Associate Managing Director:, • Time with Prudential: 19 years., • Prior Experience: Started as a financial advisor in Philadelphia and has held leadership roles across the East Coast, including Boston, New York, Florida, and the Carolinas. Before Prudential, he worked as a financial advisor with American Express Financial Advisors and earlier as a Junior Project Manager with Henkels & McCoy, overseeing large-scale construction projects across the West Coast, Alaska, and Hawaii., • Passionate About: James and his wife, a special education teacher, have been married since 2006 and are raising four children, triplets in high school and a younger son in middle school. Their family also includes two rescue dogs, Penny and Daisy. James is a lifelong Philadelphia sports fan who enjoys traveling, cheering on the Eagles, and spending quality time with his family.Jacob Dalton Regional Director:, • Time with Prudential: Since 2021., • Prior Experience: Owned an independent RIA and has been licensed in the industry since 2017. Previously worked in the death care industry for five years and served 15 years in the U.S. Army, where he continues as a Senior Drill Sergeant., • Passionate About: Jacob is dedicated to mentoring and training both inside and outside the organization. He and his wife are raising six children and he enjoys golf, running, traveling, and spending time at home with his family.Jon Bass Regional Director:, • Time with Prudential: 12 years., • Prior Experience: Began his career in banking with Wachovia in 2005 and SunTrust in 2008, before moving into financial planning to build his own practice with a focus on tax strategies and risk management., • Passionate About: Jon and his wife, high school sweethearts, have been married for 16 years and together for 25. They love traveling together, especially to the Caribbean and international destinations. A devoted family man, Jon enjoys creating memories with his children and is also a semi-professional gamer who competes in tournaments for Call of Duty, Halo Infinite, and Fortnite.Our Ideal Candidate:, • Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals., • You possess a hard working mindset and are eager to learn., • No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role., • Youre ready to take ownership of your career, learn new skills, and build a meaningful practice.Qualifications:, • No prior financial licenses requiredtraining and support provided., • A strong desire to help others and build relationships., • Excellent communication skills and the ability to work well in a team environment., • Strong work ethic.Position Benefits and Compensation:, • Competitive compensation with potential for performance-based bonuses., • 401(k) with matching contributions., • Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals., • Medical, dental, and vision benefits, along with healthcare reimbursement accounts., • Life insurance, accident insurance, and disability income coverage. Flexible work from home options available.

Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Credit Solutions Advisor - South Park Financial Center. Lateral-US/job/Charlotte/Credit-So

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl

Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportun

FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. You'll be able to leverage our relationships with one out of

Stay updated on financial planning, capital markets, and the financial services industry. Vanguard Financial Advisor Opportunity. Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX.

Bank Of America Financial Advisor. Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's uni

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and pro

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

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

LocumJobsOnline is working with LocumTenens.com to find a qualified Psychiatry MD in Charlotte, North Carolina, 28201! About The Position This Job at a Glance • Job Reference Id:ORD-180984-MD-NC, • Title:MD, • Dates Needed:June - Ongoing, • Shift Type:Day Shift, • Assignment Type:Inpatient, • Call Required:No, • Board Certification Required:Negotiable Additional Job Details • Case Load/PPD:up to 19, • Support Staff:yes, approx 15 MDs, • Patient Population:Adults, • Location Type:On-Site, • Government:No, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1581914EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Responsibilities: • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy., • Answering client questions about financial strategies and giving financial advice., • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives., • Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan., • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals., • Resilience and humility., • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients., • Implementing financial strategies or referring clients to professionals who can help them., • Managing and updating client portfolios., • Contacting clients regularly to discover changes in their financial status., • Bachelor's degree in business, finance, or related field., • 3+ years of sales experience., • Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus)., • Life and health license., • Valid drivers license., • Knowledge of mutual funds, securities, and insurance industries., • Proficient in Word, Excel, Outlook, and PowerPoint., • Comfortable using a computer for various tasks., • Flexible Work Environment, • Comprehensive Training Provided, • Mentorship Opportunities from Financial Professionals, • Performance-Based Incentive Trips, • Tuition Reimbursement, • Basic Subsidy Allowance (requires qualification) Powered by JazzHR Llhdm7RG3w

Job DescriptionDescription: Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and professionalism are encouraged, supported, and valued. We are seeking motivated Financial Advisors to join our rapidly growing firm all across the US. Our standards are to be the very best. If you’re ready to meet the challenge of building something great, we want to hear from you! Our Standards: Our overall standard is "industry-leading." Our goal is to provide the very best experience in service to our clients and advisors. As such, we are seeking experienced financial advisors who have a passion and mission to build lasting relationships with clients and deliver personalized attention to their financial goals and needs. At Prime Capital Financial, we seek only the brightest, most talented individuals to join our team. If you envision joining a firm that will provide you with the resources to grow, while having access to high-quality tools and services for your clients, then envision your career at Prime Capital Financial. Our advisors have the advantage of working with several different custodians, access to best-in-class technology systems, industry-leading Investment and Leadership teams, outstanding marketing, operations, compliance, financial planning, and finance teams to provide back-office support and much more. We believe in providing the best to our advisors so they can provide the best service and resources to their clients. All applicants must be active financial advisors holding current FINRA licenses with Series 65 preferred. Experience with Financial Planning (CFP) and Retirement Plans preferred. Prime Capital Financial Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services and plan participant education. Prime Capital Financial currently has 50+ locations throughout the United States, with over 190 investment advisor representatives and 190+ associates serving clients nationwide. Advisory services are offered through Prime Capital Financial, LLC. a Registered Investment Adviser. PCIF doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit . Requirements:

Job DescriptionGrow with us! We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. We are want motivated self – starters who would like to: Manage their own work schedule and establish an attractive work/life balance.Build their career with significant income potential.Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assetsExperience a lifetime of learning and professional development.Enjoy recognition and rewards for their financial achievements.Qualifications Associate's Degree or Bachelor's DegreeOrganized, detail-oriented and excellent time management skills.Ambitious, disciplined, leaders who demonstrate the utmost professionalismRelationship building and networking abilities, exemplary interpersonal skillsCoachable and the ability to work in a team based environmentJ.D. (attorney) or M.B.A. a STRONG plus and potentially eligible for Fast-Track Partner programSales experience not required but a plusFINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship)Life & Health Insurance License not required (company will pay for sponsorship)Financial Industry background a plus however, financial or insurance sales experience not requiredPersonal Transportation will be required for this positionMust be U.S. Citizen or Permanent residentTraining, Support, and Compensation: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele and grow.We offer a competitive compensation package with significant income potential that includes full benefits (medical, dental, disability, and group life insurance), a 401(k), and pension plan.Company Description: New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. By maintaining superior financial strength, we protect our client’s future and are dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. At New York Life You will be in business for yourself but never by yourself.

A growing hospitality company with fantastic benefits. This Jobot Job is hosted by: Kirk Morgan Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $250,000 - $300,000 per year A bit about us: A customer obsessed company with a a fantastic culture. Why join us? A customer obsessed company with a a fantastic culture. Job Details Job Details: Our company, a leading player in the Accounting and Finance industry, is seeking an experienced and dynamic Permanent Chief Financial Officer (CFO) to join our executive team. This role offers an exciting opportunity to drive the financial vision, direction, and leadership of our fast-paced, rapidly growing organization. The CFO will play a critical role in the overall strategic management of the company, serving as a key advisor to the CEO, the Board of Directors, and other senior management on all matters relating to financial strategy, planning, and management. Responsibilities: As the CFO, you will be responsible for the following: 1. Develop and implement the company’s financial strategy, aligning it with the company's overall vision and objectives., 2. Oversee all financial operations, including the company's accounting, regulatory and financial reporting, budget, expense, income, investment, tax, and all other financial operations necessary for the company., 3. Ensure compliance with all regulatory requirements and maintain an expert understanding of Generally Accepted Accounting Principles (GAAP)., 4. Lead the financial planning and analysis (FP&A) efforts, including forecasting, budgeting, and long-term financial planning., 5. Prepare and present monthly financial reports to the CEO, Board of Directors, and other stakeholders, highlighting key financial indicators, trends, and analysis., 6. Provide strategic financial input and leadership on decision-making issues affecting the organization., 7. Evaluate and advise on the financial impact of introducing new programs/strategies and regulatory actions. Qualifications: The ideal candidate for the CFO position should possess the following qualifications: 1. A minimum of 5 years of experience in a senior financial managerial position, preferably in the Accounting and Finance industry., 2. An MBA or equivalent degree in Finance, Accounting, or related field., 3. Expert understanding of GAAP, compliance, and corporate finance principles., 4. Proven experience in Financial Planning and Analysis (FP&A), including forecasting and financial management., 5. Strong experience in preparing and presenting financial reports, including monthly reporting to senior management and board of directors., 6. Excellent leadership, strategic planning, organizational, and communication skills., 7. Demonstrated ability to work in a fast-paced environment, manage multiple tasks, set priorities, and meet deadlines., 8. High ethical standards and professionalism, with a commitment to the company's values and mission. This is an exceptional opportunity for a strategic and forward-thinking CFO to contribute to the growth and success of our company. If you are a seasoned financial executive with a strong strategic vision and the ability to lead a dynamic financial team, we would be delighted to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Global Financial Firm located in CHARLOTTE, NC has an immediate contract opportunity for an experienced Lead Developer "This role is currently on a Hybrid Schedule. You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work. We will be expected in the office weekly 3 days depending on the team requirement. Video/ f2f interviews are required prior to all offers. Job Description: Data Program Lead: The Applications Development Technology Analyst is responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology Team. The overall objective of this role is to lead applications systems analysis and programming activities. Responsibilities: Lead integration of functions to meet goals, deploy new products, and enhance processes Analyze complex business processes, system processes, and industry standards to define and develop solutions to high level problems Provide expertise in area of advanced knowledge of applications programming and plan assignments involving large budgets, cross functional project, or multiple projects Develop application methodologies and standards for program analysis, design, coding, testing, debugging, and implementation Utilize advanced knowledge of supported main system flows and comprehensive knowledge of multiple areas to achieve technology goals Consult with end users to identify system function specifications and incorporate into overall system design Allocate work, and act as an advisor/coach developers, analysts, and new team members Influence and negotiate with senior leaders and communicate with external parties Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Banking, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. It is an exciting time to be part of Choreo! We are expanding our Marketing team and seeking a Program Director for our new Continuing Professional Education offering for CPAs, tax professionals and centers of influence (COIs). This is a new role at Choreo, a registered investment advisor founded at the intersection of tax and wealth. We partner and engage in reciprocal referral relationships with individual CPAs, accounting firms, estate planning attorneys and other COIs to provide wealth management services to their clients. The introduction of this role demonstrates our foundational commitment to serving our referral partners and providing them with meaningful added value. The Director, CPE Program will be responsible for launching, owning, growing, and enhancing all aspects of Choreo's continuing professional education offering for our referral partners. This is a critical new program at Choreo, and will be a visible centerpiece of the firm's ongoing growth strategy. The ideal candidate will be highly organized and process-oriented with keen attention to detail, both a strategic thinker and a capable executor. Reporting to the SVP, Advisor Growth Marketing, this role will work directly with Choreo's financial advisors and subject matter experts to develop, manage and deploy educational modules eligible for CPE credit, with responsibility ranging from concepting content to reporting and record-keeping. Primary Responsibilities: • Fully own the strategy, launch, and development for the CPE program, • Create new CPE modules that are strategically aligned with Choreo's business objectives, • Manage the logistics, scheduling, attendance monitoring, reporting of credits and recordkeeping according to licensing requirements, • Develop and maintain auditable tracking mechanisms to capture all CPE activity and credits awarded throughout the year, • Support broader CPA industry organization (AICPA, Accounting Today, Journal of Accountancy, etc.) partnerships by co-creating/promoting CPE and other content for lead gen, thought leadership and relationship-building opportunities, • Develop a strong working relationship/rapport with advisors delivering CPE, • Serve as primary contact between Choreo and the National Association of State Boards of Accountancy (NASBA), • Maintain Choreo's CPE license in good standing with NASBA, • Ensure advisor presenter registration with NASBA and coordinate advisor presenter training, • Personally attend each CPE session delivered (in-person or virtually) and monitor for attendance and other required elements, • Keep detailed records of each session and participating attendees, • Following each session, provide credit certificates to participants, and report credits to NASBA, • Collect and respond to advisor and participant feedback regarding session value and new content, and make strategic recommendations for improvements, • Continuously evaluate and provide program enhancement recommendations to optimize partner/participant experience, • Support advisors in relationship-building with partners receiving CPE from Choreo, • 6-8+ years of related experience in program/project management, • Bachelor's degree in marketing, communications, accounting or a related field, • Background in tax, accounting, financial services, or other highly regulated industries, • Experience managing complex, national and highly-regulated programs, • High level of comfort managing live webinars and co-hosting if necessary, • Competency in developing, writing, adopting and following standard operating procedures, • Strong organizational skills and excellent research capabilities, • Self-motivated with an innate sense of urgency, whether working independently or collaboratively, • Ability to travel throughout the continental U.S., with the potential of up to 50% as needed At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: • Competitive salary and bonus plan, • Competitive medical, dental, and vision plans, • Basic life and disability coverage, • 401(k) matching program, • Financial support for approved designations and courses, • Technical, leadership, sales training opportunities, • Unlimited, discretionary time off

Job DescriptionDescription: The Chief Experience Officer (CXO) leads the firm’s mission to deliver world-class experiences — for both clients and team members. Reporting to the President, this role owns the design, execution, and continuous improvement of every interaction that defines Poulin | Willey’s reputation. The CXO brings a data-driven, system-minded approach to scaling excellence across people, process, and technology — ensuring the firm delivers consistent results, not random outcomes. You will translate insights into action, build frameworks that make excellence repeatable, and drive accountability for measurable impact. This is not a “brand steward” role — it’s an operational architect of experience, ensuring every touchpoint with clients, employees, and partners is intentional, efficient, and aligned with firm values. The CXO will: • Engineer a seamless client journey from first contact through resolution and referral., • Design and refine systems that remove friction and elevate satisfaction at every step., • Partner with legal, operations, and talent teams to align culture, service, and outcomes., • Use data to measure experience ROI — from client satisfaction to employee engagement and retention. Compensation: $150,000 base plus bonus Responsibilities & Key Focus AreasClient Experience • Architect and execute the full client journey — from first contact to post-resolution — ensuring every step is efficient, personal, and data-driven., • Design systems and playbooks that eliminate friction and raise satisfaction., • Partner with attorneys and operations to align service delivery with firm standards and results., • Lead the Client Experience Team to identify bottlenecks and build scalable solutions., • Strengthen referral partnerships through a structured advisory board and measurable engagement., • Track and act on experience KPIs — NPS, retention, referral quality, and cycle time reduction., • Ensure clients feel informed and supported throughout medical, litigation, and disbursement stages.Employee Experience, • Build a high-performance culture grounded in clarity, ownership, and connection., • Partner with Talent to deliver training, engagement, and career-growth programs that drive retention., • Implement fast feedback loops to surface and solve cultural or operational friction., • Align communication and accountability across teams to ensure consistency in service and execution., • Monitor employee engagement and turnover data to inform proactive improvements.Leadership & Strategy, • Serve as a strategic advisor to the President and Executive Team — translating experience metrics into business impact., • Drive innovation across client and employee touchpoints using data, automation, and AI tools., • Oversee budgets, resource allocation, and risk within Experience operations., • Lead, develop, and hold teams accountable for outcomes — not effort., • Partner with Growth, Legal, and Finance to unify messaging, execution, and experience standards., • Bachelor’s degree in Business, Marketing, Organizational Development, or related field (advanced degree preferred)., • Extensive leadership experience in client experience, customer success, or related leadership roles., • Proven record of designing and executing client/employee engagement strategies., • Strong strategic thinking and problem-solving ability., • Proficiency in client feedback systems, CRM platforms, and data analysis tools., • Excellent communication, interpersonal, and leadership skills., • Ability to innovate and drive organizational change., • Strong financial acumen and decision-making ability.

Job Description Who is Foodbuy? We are the industry leader in procurement and supply chain solutions. We are the subsidiary to the 6th largest company in the world (Compass Group PLC), yet Foodbuy has the feel of a small entrepreneurial Company. We pride ourselves on our ability to source and provide a variety of products and services that help our customers more easily, and cost effectively, run their businesses. We work with clients in the Hospitality, Restaurant, Healthcare, Education, Entertainment, and Gaming industries, and of course we support Compass Group-- which is the world’s largest contract food and support services provider. Why Foodbuy? We care about our associates, our clients, and our community. We think big, encourage innovation and debate, and seek out game changers. Our benefits and PTO offerings are strong. Our compensation packages are competitive. And we are constantly growing, and we want our associates’ careers to grow along with us. We have an open and modern work environment, believe in flexibility, and promote a collaborative open door environment. Additionally, we follow a value system called People FIRST, which stands for Flexibility, Inclusion, Results, Sustainability and Transparency. People FIRST is the foundation for everything we do at Foodbuy. It is how we connect and interact with our clients, business partners and fellow associates. Job Summary: The Sr. Onboarding Account Manager is a strategic leader responsible for driving client success and maximizing the value of Foodbuy’s GPO program. This role oversees the onboarding and integration of mid-to-large accounts, ensuring seamless transitions and long-term growth. Acting as a trusted advisor and ambassador of Foodbuy, the Senior Manager leads cross-functional initiatives, influences executive stakeholders, and drives measurable outcomes across procurement, supply chain, and operational excellence. A strong analytical mindset is essential, as this role requires the ability to read reports, interpret complex data sets, and translate insights into actionable strategies that enhance client performance and program value. Responsibilities: Strategic Client Onboarding & Engagement • Lead end-to-end onboarding for high-impact accounts, from contract execution through full program integration., • Develop and execute customized strategic onboarding plans aligned with client goals and Foodbuy’s value proposition., • Establish executive-level relationships and influence decision-making to accelerate adoption and compliance., • Promote Foodbuy technologies (e.g., MPower) and ensure full utilization across client teams., • Drive key performance metrics (Spend, VA, CUR, RoR) to exceed onboarding targets within 90 days of go-live., • Identify and implement opportunities for cost savings, rebate growth, and sustainability., • Lead quarterly business reviews and monthly financial performance meetings with client leadership., • Oversee multiple complex onboarding projects with competing deadlines and cross-functional dependencies., • Lead structured weekly cadence calls with clients to maintain momentum and accountability., • Elevate risks and roadblocks proactively, providing resolution strategies and executive visibility., • Collaborate with internal SMEs (Category, Culinary, Sourcing, Distribution) to deliver tailored procurement solutions., • Build strategic partnerships with external suppliers and distributors to enhance program value., • Influence internal teams to align on client priorities and deliver seamless execution.Qualifications:, • Bachelor’s degree required; advanced degree or certifications in business, supply chain, or project management preferred., • Minimum of 5+ years in senior-level client relationship management, customer success, or account management., • Proven experience managing large-scale onboarding and transformation initiatives., • Demonstrated ability to read and interpret financial and operational reports, analyze data trends, and translate insights into strategic recommendations., • Strong executive presence and ability to influence senior stakeholders., • Exceptional communication, presentation, and negotiation skills., • Deep understanding of GPOs, supply chain, and procurement services., • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, PowerPivot); CRM experience required. Foodbuy is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. Foodbuy maintains a drug-free workplace. Associates at Foodbuy are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Paid Parental Leave, • Holiday Time Off (varies by site/state), • Personal Leave, • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program Req ID: 1468359 Foodbuy Margaret Lovette [[req_classification]]

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you’ll be doing. • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs, and create compelling ROI narratives., • Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase., • Experience in enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $165k - $185k per annum plus commission plan of 100% of basic salary (uncapped) · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays

Job Description Who is Foodbuy? We are the industry leader in procurement and supply chain solutions. We are the subsidiary to the 6th largest company in the world (Compass Group PLC), yet Foodbuy has the feel of a small entrepreneurial Company. We pride ourselves on our ability to source and provide a variety of products and services that help our customers more easily, and cost effectively, run their businesses. We work with clients in the Hospitality, Restaurant, Healthcare, Education, Entertainment, and Gaming industries, and of course we support Compass Group-- which is the world’s largest contract food and support services provider. Why Foodbuy? We care about our associates, our clients, and our community. We think big, encourage innovation and debate, and seek out game changers. Our benefits and PTO offerings are strong. Our compensation packages are competitive. And we are constantly growing, and we want our associates’ careers to grow along with us. We have an open and modern work environment, believe in flexibility, and promote a collaborative open door environment. Additionally, we follow a value system called People FIRST, which stands for Flexibility, Inclusion, Results, Sustainability and Transparency. People FIRST is the foundation for everything we do at Foodbuy. It is how we connect and interact with our clients, business partners and fellow associates. Job Summary: The Onboarding Account Manager plays a critical role in driving member success by managing the onboarding of new business into Foodbuy’s GPO program. This customer-facing role is responsible for strategic planning, client engagement, program optimization, and revenue growth across multiple business verticals. The manager acts as a trusted advisor and ambassador of Foodbuy, ensuring seamless transitions and maximizing program value. Success in this role requires the ability to interpret reports and data to identify trends, support decision-making, and guide clients toward improved performance. Responsibilities: Client Onboarding & Engagement • Serve as the single point of contact during onboarding to ensure a seamless transition., • Conduct strategic planning sessions tailored to each client’s business needs., • Develop and maintain strong relationships with clients to grow business volumes., • Promote Foodbuy technologies (e.g., MPower) and ensure adoption during onboarding., • Identify and implement opportunities for cost reduction, rebate growth, and sustainability., • Drive program optimizations from day one, including product conversion and order guide strategy., • Track and report on purchasing behaviors, leakage, and performance metrics., • Create and maintain strategic onboarding plans and project timelines., • Manage multiple projects in a fast-paced environment with competing deadlines., • Provide weekly updates and recap communications to internal and external stakeholders., • Align with internal SMEs (Category, Culinary, Sourcing, Distribution) to support client initiatives., • Collaborate with external suppliers and distributors to create synergies and efficiencies., • Support large-scale client needs and ensure all onboarding tasks are completed.Qualifications:, • Bachelor’s degree or equivalent work experience required., • Minimum of 3+ years in account management or customer success (preferably in hospitality, foodservice, or related industry)., • Ability to interpret client reports and purchasing data to identify performance gaps, trends, and opportunities for optimization., • Strong communication, presentation, and influencing skills., • Proven ability to build long-term relationships and drive results., • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Dynamics)., • Experience with CRM platforms and reporting tools. Foodbuy is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. Foodbuy maintains a drug-free workplace. Associates at Foodbuy are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Paid Parental Leave, • Holiday Time Off (varies by site/state), • Personal Leave, • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program Req ID: 1468362 Foodbuy Margaret Lovette [[req_classification]]

Job Description What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales “hunter” role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you’ll be doing. • Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution., • Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders., • In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts., • Identify how Quantexa’s solutions map to the client’s needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases., • Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa., • Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship., • Understand Quantexa’s corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home Requirements What you’ll bring. • An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude., • Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector., • Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes., • An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential., • Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred., • Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment., • The ability to represent the best of Quantexa to clients and prospects from end users to CEOs., • Exceptional organizational and pipeline management skills., • Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: • Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc., • Specific BSA/AML Experience, • Specific East coast and/or midwest regional expertise in banking, • Enterprise AND SaaS experience, • Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays