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Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you—or your business—to new heights. At BCG Securities, the game plan is simple: we’re here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients’ needs for flexibility and long-term growth. Who We’re Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: • Develop and prepare comprehensive financial plans for new and existing clients, • Make investment recommendations and subsequent follow-ups for client portfolios with investment team, • Provide ongoing support for existing clients through annual reviews, • Present life insurance and annuity analysis, • Create a planning process to help individuals meet their financial goals., • Highly competitive transition income for established advisors, • Company matched 401(k), • Internal support staff, • Hands on training and development program, • Health Benefits, • Medical, • Dental, • Vision, • Prescription, • Life Insurance, • Bachelor’s Degree, • At least 3 years related experience in the Financial Advisor role, • Series 7 & 66 securities licenses (or 65/63), • Life/Health preferred, • Exceptional client relationship management skills, • Excellent writing and verbal communication skills #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our ___ All applicants should review our ___

At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse workforce, reflecting the communities we serve. If you are ready to make a difference as part of the world’s greatest sports team, apply to join our team today! OVERVIEW: Job Duties & Responsibilities * Builds student base by creating safe environments for all Golfers, provide high quality instruction, and build long lasting relationships with each student. Talk with clients to identify strengths and weaknesses of swing / game, get to root of students’ lesson goals, and act as Trusted Advisor for each respective student. The Golf Professional will seek out information and opportunities to develop self to become a better teacher. Ensure teaching concepts are directed toward students understanding and adjust teaching style to best facilitate students learning. The Golf Professional is continuously looking for new and creative ways to build a robust student base, striving to meet and exceed the financial and metric goals for the role. * The Golf Pro is directly involved in community outreach by partnering with local organizations to teach, support, and spread awareness of the Golf Galaxy experience. Our Professionals are leading initiatives within their local community to promote our services – Fitting, Lessons, Club Tech, specialized service through the variety of departments and how we would like to create lasting relationships with each Golfer, no matter where their Golf journey may take them. * Golf Professional works collaboratively with Certified Fitters and teammates to enhance the Trusted Advisor experience with each student. That may come in the form of interacting with Fitters / Golfers during Fittings, offering suggestions or advice on lesson plans to improve swing / game, sharing knowledge, experience and expertise with fellow teammates and Golfers. #DSGT2 QUALIFICATIONS: * High School Diploma or Equivalent * 1-3 years experience * Active PGA of America Class A or LPGA member in good standing * 3+ years knowledge of club-fitting through experience and/or OEM training * PGA of America Class A or LPGA Member in good standing, Apprentice Level 1,2,3 or interested in becoming a PGA/LPGA Member through our PGA/LPGA Associate Program * Trackman Level 1 & 2 * Ability to multi-task & work in a fast-paced environment * Passion for golf equipment & related technology * Desire for continued learning (self) and teaching others * Stays current with industry trends VIRTUAL REQUIREMENTS: At DICK’S, we thrive on innovation and authenticity. That said, to protect the integrity and security of our hiring process, we ask that candidates do not use AI tools (like ChatGPT or others) during interviews or assessments. To ensure a smooth and secure experience, please note the following: * Cameras must be on during all virtual interviews. * AI tools are not permitted to be used by the candidate during any part of the interview process. * Offers are contingent upon a satisfactory background check which may include ID verification. If you have any questions or need accommodations, we’re here to help. Thanks for helping us keep the process fair and secure for everyone! Targeted Pay Range: $45,000.00 - $67,200.00. This is part of a competitive total rewards package that could include other components such as: incentive, equity and benefits. Individual pay is determined by a number of factors including experience, location, internal pay equity, and other relevant business considerations. We review all teammate pay regularly to ensure competitive and equitable pay.DICK'S Sporting Goods complies with all state paid leave requirements. We also offer a generous suite of benefits. To learn more, visit .

Job Family: Strategy & Transformation Consulting Travel Required: Up to 50% Clearance Required: None What You Will Do: The Patient Services team provides program design, implementation, and monitoring services to pharmaceutical, biotechnology, and medical device, companies. We support our clients across the lifecycle of a product to determine the right suite of Patient Support Programs (PSPs), bring them to life through strong partnerships with both manufacturers and third-party vendors through implementation, and ensuring that they are achieving their strategic intent through nuanced and bespoke program monitoring solutions. In this role you will be accountable for growing and managing client relationships while managing client expectations. You will become the client’s trusted advisor that contributes to the “key client” business development strategy. You will be accountable to develop business with new buyers within key client/s, drawing upon industry and client connections as well as trends and Guidehouse solutions. As you sell and deliver great work you will also identify and evaluate issues of risk for both Guidehouse and for Guidehouse’s relationships with clients. You will oversee multiple projects simultaneously of all varying sizes and durations to ensure quality control and key client’s perceived value while supervising, mentoring and developing Guidehouse personnel. As a member of the Patient Services leadership team, you will be tasked with the identification and development of new offerings based on evolving industry needs and team capabilities. You will also be involved in non- client related firm- building activities as a leader in the firm. Common projects include: * Develop Patient Services Program Blueprints and detailed program designs, including defining the desired customer and customer experience, the mix of programs and services, and level of support provided * Identify emerging digital technologies to optimize Patient Services offerings and identify novel ways to address persistent patient and customer challenges * Advise client partners on the optimal PS operating model to address unique product and TA needs, including identification, assessment, and selection of vendor partners to deliver innovative customer experiences * Defining methodologies to measure and benchmark the effectiveness of PS program performance; analyze metrics to provide strategic insights * Supporting the requirements definition and operational build out of both in-house and outsourced PS HUBs & additional related programs (e.g., financial support, treatment management support) * Supporting the identification of business development opportunities & subsequent pull through of business development activities (e.g., proposal development, scoping) What You Will Need: * BA/BS degree in Science, Biomedical Engineering, Healthcare, Business or related course of study. * 6+ years of Life Sciences (Pharmaceutical, Biotech, Specialty Pharma and/or Medical Technology) consulting experience or blend of consulting & industry experience. * Subject matter expertise in patient services programs, including Patient Services program design, PS regulatory / compliance issues, patient journey development particularly for specialty medications (e.g., high cost, biologics, CAR-T, REMs, drug-device combinations), Organizational design and change management, and Primary research. * Ability to work independently but with oversight from management. Experience in managing components of projects, ownership of workstreams and/or analytics and supervising, coaching or mentoring others in daily tasks is required. * Must possess strong analytical skills (Excel, Access, etc.) and leverage analytic techniques to use data to guide client and team decision-making. * Must have advanced data collection, research, information finding experience and explore solutions that challenge critical thinking. * Proven track record generating revenues with existing clients demonstrating a passion for developing high value client relationships and executing on an account penetration strategy that results in account growth directly or indirectly. * Experience managing projects to timeline, scope and budget on multiple teams simultaneously. * Must be willing and able to travel to client sites across the US, up to 33% of the time. * Authorized to work for any US employer without sponsorship. What Would Be Nice To Have: * MBA / PhD / PharmD / MD degree preferred. * Demonstrated commitment and passion for the Healthcare and Life Science industries. * Excellent written and oral communication skills and ability to produce client ready deliverables including PowerPoint presentations. * Ability to grasp and communicate clinical and business implications of technically complex products and services. * Excellent attention to detail and ability to review work product of self and others and produce work product and deliverables that require minimal re-work or editing. * Collaborative and a team player. The annual salary range for this position is $135,000.00-$225,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

The Cloud Security Engineer will play a pivotal role in the cloud security service delivery model. The role combines deep technical expertise, collaboration across internal and external teams to design, implement, and optimize cloud security controls and service lines. The candidate will support both project-based and continuous security initiatives, focusing on securing HOSPITAL's cloud migration, supporting cloud security tool optimization, cloud security processes for the Information Security team, cloud/hybrid controls, automation, and risk-driven security outcomes. Proven experience in securing a multi-cloud environment. Proven experience with Identity and access management in the cloud Proven experience with all security service lines in a cloud environment and the supporting security tools and processes to be successful. Demonstrate collaboration with internal stakeholders, vendors, and supporting teams to design, implement, and maintain security technologies across network, endpoint, identity, and cloud infrastructure. Drive continuous improvement and coverage of cloud security controls by validating alerts, triaging escalations, and working with the MSP to fine-tune detection and prevention capabilities. Lead or support the development of incident response plans, engineering runbooks, tabletop exercises, and system hardening guides. Ensure alignment of security architectures with HOSPITAL's policies, standards, and external frameworks such as NIST SP 800-53, HIPAA, PCI-DSS, CISA ZTMM, CIS Benchmarks, and Microsoft CAF Secure Methodology, AWS CAF, AWS Well Architected framework, Google CAF Participate in design and governance forums to provide security input into infrastructure, DevSecOps, and cloud-native application strategies. Assist with audits, compliance assessments, risk remediation plans, and evidence collection with internal compliance and external third-party stakeholders. Mentor and support junior InfoSec engineers through documentation, training, and peer reviews. Hands-on experience in security engineering, systems integration, and cloud architecture (Azure preferred). Proficiency in tools and domains such as: EDR (Microsoft Defender), SIEM (Sentinel or Splunk), CSPM (e.g., Wiz), IAM (Entra ID), VPNs/NGFWs, NAC, and encryption protocols. Demonstrated understanding of secure configuration management, automation pipelines (e.g., Terraform, PowerShell), and vulnerability management platforms. What you will do A Principal Information Security Specialist has similar responsibilities to Information Security Specialist III personnel. However, a Principal Information Security Specialist is deemed to be the subject matter expert and in-house advisor on complex problems and issues. A Principal Information Security Specialist also: Works independently to initiate assignments and draws upon extensive professional knowledge and experience to make independent judgments regarding analysis, evaluation, development, and implementation of enterprise long-term solutions and operating initiatives to ensure that enterprise architectural objectives are aligned with organizational needs and strategic goals. Skills: Duties (cont'd): Optimizes information management approaches through an understanding of evolving business needs and technology capabilities and ensures that projects do not duplicate functionality or diverge from each other and business and DTS strategies. Shapes, designs, and plans specific service lines in product area and manages the risks associated with information and DTS assets through appropriate standards and security policies. Functions as the Subject Matter Expert (SME) to maintain an understanding of HOSPITAL DTS business and clinical applications and the relationship to InfoSec and compliance solutions; assist Hospital stakeholders in understanding information protection needs that support the Hospital's business. Works with other architects to provide a consensus based enterprise solution that is scalable, adaptable and in synchronization with ever changing business needs and takes ownership of a particular solution offering. Works with highly matrixed team of DTS personnel to support enterprise architecture and information security operations including, but not limited to, architecture and InfoSec principles around identity & access management models, cloud identify management providers, security information and event monitoring, and data loss prevention, perimeter (e.g. firewalls, IPS, web filtering), cloud and virtualization environments and network security (host-based firewalls, anti-virus, disk encryption). Support and/or lead activities around InfoSec standards for business continuity and change management activities (e.g., table tops and change review board) and educates DTS Hospital management on security issues (e.g., Identity and Access Management (IAM), Role Based Access Control (RBAC) models. Skills: Demonstrates comprehensive knowledge and understanding of Information security principles, general and IT controls (e.g., access controls, risk management, change management, cloud security) and related information security policies and procedures. Exhibits knowledge of industry regulatory standards and accreditation requirements or control frameworks (HIPAA, PCI, Joint Commission, NIST, Red Flags, ISO 27000 series). Comprehensive knowledge of information security regulations, standards and leading practices, including understanding of EHR, cloud frameworks, identity access controls. Good knowledge of basic database query techniques & data mining to analyze data or other related database functionality. Knowledge of Microsoft Active Directory, UNIX, and Clinical Applications a plus. Experience implementing application level security in clinical and financial systems (e.g., Epic, Lawson). ERP experience a plus. General understanding of networking and communication techniques including WANs, LANs, Internet, Intranet, protocols, such as TCP/IP and their impact on security. Microsoft, UNIX, Lawson, and Clinical Applications, Experience with industry standard SDLC methodologies; hands-on experience in Project Server methodologies, PMO project management skills, including use of MS productivity tools (Access, Word, PowerPoint, Visio, Project). Experience with risk management frameworks. Information Security Requirements Understand and comply with all enterprise and IS departmental information security policies, procedures and standards. Support the integration of information security in the development, design, and implementation of Hospital Technology Resources that process, transmit, or store HOSPITAL information. Support all compliance activities related to state, federal regulatory requirements, healthcare accreditation standards, and all other applicable regulations that govern the use and disclosure of patient, financial, or other confidential information.

Position Overview: The Physician Advisor provides strategic oversight of medical necessity determinations for behavioral health services, ensuring alignment with clinical standards and organizational objectives. This role is accountable for conducting medical necessity and peer reviews, directing the activities of the crisis team, and fostering collaboration with clinical providers to promote high-quality, effective mental health care for CBH Members. Essential Functions: • Review cases from multiple sites and levels of care for medical necessity., • Peer review cases for disputed levels of care., • Perform medical reviews, • Make denial decisions based on medical necessity, • Participate in clinical and administrative meetings., • Interact with providers on clinical and administrative matters. Education: • Ability to provide clinical oversight on a wide array of operational activities., • Strategic planning, • Financial planning, • Excellent written and verbal communication skills, • Familiarity with medical assistance regulations and managed care principles and practices, • Knowledge of Managed Care Organization operations and principles. Community Behavioral Health (CBH) will hold each employee accountable for the following expectations, which align with our mission, vision, and corporate code of conduct. • Perform key responsibilities as detailed in this job description in a dependable, responsible, and positive manner, consistent with all state and federal guidelines., • Serve as a role model by exemplifying professional behavior, language, skills, and attire to promptly and accurately serve the needs of stakeholders, members, and their families., • Assure adherence to CBH policies and procedures so that all work is of the highest quality and delivered in the most culturally competent and cost-effective manner., • Promote and manage diversity and acceptance within CBH and with all members and stakeholders by honoring and respecting their individuality, dignity and rights., • Offer suggestions and develop solutions to help promote effective and efficient work processes and innovative programs., • Actively participate in required meetings and complete all mandatory trainings., • Maintain high levels of advocacy and member confidentiality to ensure the success of CBH and our mission., • Teamwork and Collaboration: Build and sustain relationships with co-workers and stakeholders and support efforts and deliverables. Encourage unity and help remove barriers to productivity and success., • Respect: Treat each other and our members and stakeholders with respect and sensitivity, recognizing the importance of diversity., • Member Centric: Focus on the needs of our members by providing value-added services, promoting strong relationships and going beyond basic expectations to achieve the best possible outcomes., • Honesty and Integrity: Be open and honest in all we do. Always maintain the highest level of integrity., • Commitment to Service Excellence: Challenge ourselves to be forward-thinking and committed to providing total member and stakeholder satisfaction, first-in-class service and high quality, innovative programs., • Compassion and Empathy: Demonstrate a deep appreciation for another’s situation and point of view. Pay attention to emotional cues, listen effectively and show an exceptional care about each person’s perspectives and circumstances., • Problem Solving: Build and implement logical solutions to resolving challenges/issues by using individual knowledge and experience while taking resources, constraints and CBH values into consideration., • Initiative and Self-Directed: Proactively manage time and resources in a way that ensures that all work is done in the most efficient manner while identifying and implementing initiatives without interventions from co-workers, supervisors or stakeholders., • Flexibility and Adaptability: Adjust approaches and behaviors in order to meet the constantly changing environment head-on and accomplish CBH and individual goals. Strive to adapt to, accept and embrace change within areas of responsibility., • Communication: Effectively and appropriately share thoughts, ideas and information - both written and oral. Respectfully listen to co-workers and stakeholders to gain a full understanding of issues/situations., • Strategic Thinking: Understand and integrate the long-term vision of CBH and focus current activities on what is critical to achieve future success including formulating objectives/priorities and developing and implementing breakthrough ideas., • Leadership: Effectively manage and guide efforts to address challenges and drive continuous improvement for CBH’s programs, services and processes. Develop and implement effective strategies and appropriate interpersonal styles to influence and guide others., • Employee Development: Recognize and promote the necessity to hire, assess, develop and retain high quality talent. Acknowledge strengths and weaknesses in team members through an ongoing performance management process that provides timely feedback in order to help them develop and enhance performance. CBH Requirements and Accommodations: Philadelphia Residency Requirement: • The successful candidate must be a current Philadelphia resident or become a resident within six months of hire. U.S. Authorization Requirement: • CBH does not provide sponsorship for applicants requiring future work authorization. All candidates must be legally authorized to work in the United States without requiring sponsorship now or in the future. Equal Employment Opportunity: We strive to promote and sustain a culture of diversity, inclusion, and belonging every day. CBH is an equal opportunity employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on all qualified individuals. This is without regard to race, ethnicity, creed, color, religion, national origin, age, sex/gender, marital status, gender identity, sexual orientation, gender identity or expression, disability, protected veteran status, genetic information or any other characteristic protected individual genetic information, or non-disqualifying physical or mental handicap or disability in each aspect of the human resources function by applicable federal, state, or local law. Requesting Accommodation: CBH is committed to providing equal employment opportunities for individuals with disabilities or religious observance, including reasonable accommodation when needed. If you are hired by CBH and require accommodation to perform the essential functions of your role, you will be asked to participate in our accommodation process. Accommodation made to facilitate the recruiting process is not a guarantee of future or continued accommodation once hired. If you would like to be considered for employment opportunities with CBH and have accommodation needs for a disability or religious observance, please send us an email at PI60f283bd2956-37820-39225472

Job Description ABOUT The Senior Account Manager is responsible for managing specific key client accounts and maintaining an excellent client relationship. The Senior Account Manager establishes budgets with the client, is there for conflict resolution, ensures timely deliverables, writes creative briefs and supports client financials in partnership with Account leadership and operations. They are also in charge of contracts and contract renewals, quality control on the account, and actively pursues new opportunities with the client. Above all, the Senior Account Manager knows more about the accounts than anyone else in the agency; s/he is the go-to person for that client. WHAT YOU WILL DO… Manage Key Client Accounts • Build and maintain strong client relationships, serving as a trusted advisor and brand expert, • Understand business objectives, challenges, and opportunities of client, target audience and industry, • Define client goals and KPIs, working with clients and internal teams to align on strategy, • Provide strategic branding, thought leadership and expertise to expand business relationships, • Work closely with internal teams to develop creative briefs, plans, recommendations, and deliverables, • Manage all assigned client projects, ensuring work aligns with brand strategy and client goals, • Oversee budgets, create and monitor client SOWs, and handle billing reconciliation with oversight from Account leadership, • Participate in all strategic planning, including account planning, • Proactively identify and capitalize on upselling opportunities within client accounts, • Act as an ambassador for the brand, internally and externally YOUR CREDENTIALS • 4-6 years of experience in account management, agency setting preferred, • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients at all levels, • Strong negotiation and influencing skills, with the ability to drive customer satisfaction and achieve business growth targets, • Experience in strategic planning, budget management, and overseeing team, • Ability to think strategically, analyze data, and develop actionable insights to drive business outcomes, • Exceptional problem-solving skills, with the ability to proactively identify and address client needs and challenges, • Strong presentation and communication skills, with the ability to effectively communicate complex ideas and concepts

Job Overview: The Manager of Transfer Pricing oversees global tax planning, compliance, and risk management, focusing on manufacturing operations and cross-border supply chains, including China and other key markets. The role identifies tax-saving opportunities, ensures compliance, and advises leadership on international tax strategies. Key Responsibilities: • Develop and execute global tax and transfer pricing strategies to optimize effective tax rate., • Provide guidance on cross-border manufacturing, tariffs, country of origin, and supply chain decisions., • Ensure compliance with global tax filings, indirect taxes, sales/use taxes, and customs duties., • Monitor trade regulations and assess tax implications, collaborating with Supply Chain, Legal, and Finance., • Identify tax risks, maintain documentation, and manage audits and inquiries., • Support tax forecasts, cash planning, and provision calculations., • Serve as trusted advisor to senior leadership and align tax strategies with business objectives. Qualifications: • 5-10 years of experience across Transfer Pricing and/or International Tax experience, preferably in global manufacturing., • Expertise in transfer pricing, cross-border tax planning, China-specific tax strategies, and trade compliance., • Strong understanding of tax laws, tariffs, and global tax regulations., • Experience with SAP ECC6/SAP4Hana and financial reporting., • Strategic thinker with excellent analytical, project management, and communication skills., • Bachelor’s in Accounting, Finance, or related field; Master’s in Tax or JD preferred., • CPA preferred

Overview We are seeking a highly organized, proactive, and discreet Client Service Associate (CSA) to provide dedicated administrative, operational, and client support to our lead Financial Advisor. The ideal candidate is a self-starter who thrives in a fast-paced environment and is committed to maintaining the highest level of professionalism and confidentiality. This role is crucial to the smooth operation of our practice and requires exceptional time management, communication, and technological skills. Key Responsibilities I. Administrative & Operational Support  Calendar Management: Expertly manage the Advisor's calendar, including scheduling client meetings, internal appointments, and professional commitments. Coordinate travel logistics (flights, hotels, ground transportation) as needed.  Communication Management: Act as the primary gatekeeper, screening and prioritizing incoming emails, calls, and mail. Draft and proofread correspondence, reports, and presentations for internal and external audiences.  Practice Management: Maintain an organized practice. Assisting with internal practice tracking, management, and administration.  Technology & Systems: Proficiently utilize internal software (e.g., CRM, Practice Dashboard, …) to manage client data and workflows. Serve as the point of contact between the practice and back office. II. Client Service & Meeting Preparation  Meeting Preparation: Prepare all necessary materials for client meetings, including performance reports, agendas, application forms, and presentation packets.  Follow-up: Initiate and track post-meeting follow-up tasks, ensuring all necessary documentation is completed, submitted, and properly recorded.  Client Interaction: Professionally work with clients and prospects, handle routine client inquiries and direct complex issues to the appropriate team member.  Event Coordination: Assist in the planning and execution of client appreciation events, seminars, and other practice-building activities.  Client Onboarding: Handling of all new account paperwork and client onboarding process. III. Compliance & Documentation  Documentation Management: Ensure all client and business documentation adheres strictly to industry and firm compliance standards and regulations.  Record Keeping: Maintain meticulous, up-to-date records of all client communication and transactions. Qualifications Required  Experience: Minimum of 3+ years of experience in a Client Service Associate, Executive Assistant, or Senior Administrative role, preferably within the financial services industry (brokerage, advisory firm, or bank).  Technical Proficiency: Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with a CRM platform is essential.  Communication: Exceptional written and verbal communication skills with a polished, professional demeanor.  Personal Attributes: High integrity for the work that they do and a strong desire to help other people. Seeks solutions with optimism. Impeccable attention to detail, strong organizational and prioritization abilities, and a proven track record of exercising discretion with confidential information. Preferred  Licensing: Prior experience or current active Client licenses (Series 7 or SIE) is a plus, but not required.  Education: Associate's or Bachelor's degree preferred.

Job DescriptionWorld Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead, there has never been a better time to join a great team that is changing the industry. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This individual will play a key role in the overall management and growth of our mid-large market clients. In addition to managing the day-to-day service on an assigned book of clients, this individual will bring middle/large market employee benefits client management experience to help implement new solutions with clients and prospects. Key Responsibilities Include • Manage and support middle and large market clients, ensuring quality service delivery within established scope of work, workflow, standard operating producers, and professional excellence standard., • Provide strong Employee Benefits technical expertise to clients and service team members through advanced knowledge of plan design alternatives, underwriting and funding concepts., • Drive utilization and ensure accuracy of all agency management system information for marketing, benchmarking, policy, premium and commission detail, updates system with ongoing client activities., • Participate in new business presentations for middle and large market clients promoting our value proposition, scope of services and product offerings to prospective clients/new client contracts., • Participate in building strong client relationships for strong client retention and satisfaction from both a strategic and tactical client management perspective., • Project manage the client service plan, collaborating with internal team members and external carrier partners to execute on scope of services, key initiatives, and project timelines; coordinate a smooth transition process for onboarding new clients., • Deliver proactive day to day client service and consulting, collaborating with the team to resolve issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA)., • Lead the delivery of enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate., • Support the renewal process, including marketing activities, underwriting and renewal development, and negotiating on behalf of client and providing program recommendations., • Educate clients on the regulatory and compliance environment within employee benefits., • Maintain relationships with internal and external business partners and carriers., • Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning and recommendation.Qualifications, • Minimum of 5+ years' experience with mid-large broker experience and self-funded knowledge., • Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry., • Active Life/Health insurance license required., • Strong Project Management skills, comfortable leading client strategy and benefit plan recommendations., • Demonstrated understanding of carrier implementation and the full scope of service deliverables for mid/large clients, including some exposure to benefit harmonization with M&A activities., • Advance knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and innovative vendor solutions including knowledge of federal/state legislation related to the insurance industry., • Strong financial acumen, with the ability to manipulate and interpret financial data for effective decision making and plan performance., • Demonstrate knowledge in plan design, underwriting and funding concepts with experiences in delivering benchmarks, plan design modeling, pricing/budget setting., • Strong knowledge of industry trends and internal and external third-party products/solutions, beyond traditional insurance products., • Strong negotiation and relationship management skills, supported by technical knowhow., • Strong project management skills to develop client service plans and execute on the implementation and management of multiple external and internal resources and deadlines., • Ability to participate in leading client decision makers through the development of a multi-year strategic plan that includes tactics, solutions, and program recommendations., • Advanced skills in Excel, PPT and EB analytical tools, models, and capabilities., • Strong verbal and written communication and presentation skills, with the ability to build rapport. present with clarity and impact and adapt communication style at various levels. This position is located in New Jersey. The base salary for this position at the time of this posting may range from $120,000 to $125,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 #LI-Hybrid Powered by JazzHR OWZEK97pNh

Job DescriptionJira Lead AdminEmployment Type: Full-Time, Mid LevelDepartment: Information Technology CGS is seeking a talented Jira Lead Administrator who is passionate about driving transformation in the federal IT domain to join our growing team of technology and software consulting professionals. Strong candidates will have a desire to drive change in the federal space by developing executable strategies, implementing new technologies, streamlining processes, and improving the delivery of mission value delivery through new practices and tools. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Create custom projects in Atlassian tool suite for complex workflows to meet business needs.- Provide advanced configuration of the Atlassian suite of tools to promote CI/CD.- Create and maintain Jira and Confluence collaboration sites (e.g., Kanban boards, Scrum boards, documentation pages, etc.).- Analyze, research, manage, and implement integrated Atlassian tools, plugins, and applications.- Interface with various diverse stakeholders as a liaison and trusted advisor- Help define how information systems may be upgraded or replaced.- Gather requirements for business processes, and determine ways to optimize. Qualifications: - 7 years’ experience in systems analysis and design of information systems programs- 3 years’ experience with Jira and Confluence administration.- 3+ years’ experience of Bamboo and Bitbucket experience.- An advanced degree in an appropriate field with an additional three years of relevant experience.- Knowledge of Agile and principles and applied best practices required.- Excellent communications skills, both written and verbal, are required.- Must successfully complete a stringent Background Investigation and obtain the required Government Security Clearance (moderate risk public trust).- Atlassian certified Jira Administrator preferred.- Working knowledge of Networking, DNS, Databases, APIs, SAML, and Akamai.- Consulting in a Federal agency, especially within DHS.- Ability to write custom JQL (Jira Query Language), a plus.- Experience with Federal Systems Engineering Life Cycles (SELC) and Software Development Life Cycles (SDLC). Ideally, you will also have:- Experience with Government software development policies and procedures.- Client-facing communication experience.- Federal Agency issued security clearance. Our commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our clients’ specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation!Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Rhawn Street branch!.This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the ove

Insurance Sales Producer - Personal Lines Private Client Advisor. World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, an

Who We ARE: When you work at the Best. Gym. Ever, you join the Best. Team. Ever. You'll walk into our clean and spacious gyms with a smile on your face and a pep in your step because you know you are about to change lives! High-five your team and get ready to move quickly! Combine your passion for fitness and love of people into your career at The Edge Fitness Clubs! What We LOVE: People. Fitness. Teamwork. Fun. Changing Lives. What You'll DO: Team & People Management: • Ensure your team is at prescribed functional staffing levels and that all team members are executing the full The Edge sales play which ensures success., • Recruits, interviews, and works with the General Manager to hire new Membership Advisors into the club in partnership with Talent Acquisition team, • Ensure proper scheduling of membership advisor staff for coverage and maximum production., • Dedicates the needed time to coach, train and develop each staff member's sales and customer service skills through practice and real play., • Proactively identify and manage staff performance concerns and gaps on a continuous basis., • Creates a positive and healthy workplace that fosters collaboration and constant, continual improvement., • Ensure new members are connected to fitness services and set up for success, • Bring the company's mission statement "Member Obsessed Fitness Professionals" to life through member, guest and prospect interactions Financial Performance: • Hits individual and team ships, sets and guest list expectation, • Monitors the KPI's to ensure that each of your Membership Advisors achieves or exceeds our membership sales goals and objectives., • Educates team members for full understanding of daily deliverables and monthly goals., • Ensure that the required sales activities are being met daily and provide action plans to close any gaps. This includes self-generated leads and memberships. Quality Control: • Ensure that the Membership Advisors are building excitement around the tour, creating a great first impression of the club, build value on the initial training appointment, growing the guest list at expected levels, presents memberships properly & never lets an opportunity pass by., • Coaches, teaches, and trains the advisors to develop and improve their sales and customer service skills., • Continual training around key sales techniques (real playing TI's, club tours & membership presentation). Communication: • Meets with the management team daily to strategize and plan on how to achieve sales and other related budgets and expectations., • Participates in daily and weekly staff meetings to assess performance, create a winning plan, while reinforcing team building, and how KPI's impact their performance, • Corresponds daily with the department heads about the state of the state, communicating any needs or concerns., • Attend and actively participate in weekly sales meetings with VP of Sales and National Sales Managers., • Conducts performance reviews of their employees with other club managers and national sales leadership

Effective interpersonal, verbal, and written communications skills. Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience. We will never ask candidates for payment, bank details or personal financial information during the hiring

RSM, the First Choice Advisor to the middle market, has been experiencing tremendous growth across the country and is currently seeking an experienced Consulting Partner to join our Financial Investigations and Dispute Advisory Services (FIDS) Practice, with the unique opportunity to lead the Go-to-

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Floating Member Experience Advisor at our Roxborough branch!.This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the rig Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services.

Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development Bilingual Life Insurance & Financial Services Representative (English/Russian) Make a Meaningful Impact While Growing Your Career Are you a bilingual (English/Russian) life insurance professional ready to elevate your career? Do you take pride in building trusted relationships and guiding clients through important financial decisions? We are seeking an experienced, compassionate, and results-driven Life Insurance & Financial Services Representative to join our dynamic agency team. Your ability to communicate fluently in both English and Russian will help bridge the gap for clients who need clear, confident guidance in navigating life insurance and financial solutions. If youre passionate about protecting families and building financial confidence, we want to hear from you. Key Responsibilities • Build lasting, trust-based relationships with English- and Russian-speaking clients, • Deliver expert guidance on life insurance, retirement planning, annuities, and more, • Support clients through the application, underwriting, and claims processes, • Stay current on industry trends, regulations, and product offerings, • Serve as a reliable and culturally aware advisor to your community Qualifications • Fluency in both English and Russian (spoken and written), • Strong interpersonal and consultative sales skills, • Competitive base salary with uncapped commissions and bonuses, • Ongoing training, licensing support, and career development resources, • Opportunities for advancement in a well-established and supportive agency, • A mission-driven work environment focused on empowering clients and communities If youre ready to use your language skills and industry expertise to help clients build secure futures, apply today. Were excited to welcome a bilingual professional who shares our values of integrity, service, and growth.

Job Description Social Media Manager Elite Consulting Partners | Moorestown, NJ | Full-Time | In-Office About Us Elite Consulting Partners is a fast-growing leader in financial-services recruiting, transitions, M&A, and strategic consulting. Through our brands ECP, EMC, EAS, and JEDI; we drive advisor and firm growth nationwide. We’re looking for a Social Media Manager who can supercharge our digital presence and turn our CEO, Frank LaRosa, IG @franklarosa.Elite into one of the most influential voices in the industry. If you’re creative, strategic, fast-moving, and obsessed with social growth—this is your stage. Salary: $65,000 - $75,000 Qtrly Bonuses: Up to $3,000 per qtr. ($12,000 per year) Excellent Benefits Package and PTO Policy 100% In-Office position What You’ll Do • Own social strategy and execution across LinkedIn, Instagram, YouTube, Facebook, and emerging platforms, • Manage the daily content engine including posting, scheduling, engagement, analytics, • Grow Frank LaRosa’s personal brand with reels, shorts, hooks, and thought-leadership content, • Pull content from podcasts, interviews, events, and news to create timely, high-impact posts, • Create videos, reels, graphics, carousels, and scroll-stopping captions, • Build cross-brand momentum (ECP → EMC → EAS → JEDI) and integrated campaigns, • Engage our communities, spot trends early, and keep content fresh, • Track KPIs monthly and optimize based on performance What You Bring • 5–7+ years managing social for B2B, professional services, or financial services, • Experience growing executive or influencer-style personal brands, • Strong short-form video creation/editing skills (Reels/TikTok/Shorts), • A killer copywriting voice: clear, bold, and authority-building, • Deep understanding of LinkedIn and multi-platform growth, • Comfortable managing multiple brands and fast-paced content calendars, • Proficient in Canva, CapCut, Adobe Suite, scheduling tools, • KPI-focused and data-driven How We Measure Success • Big jumps in followers + engagement, • Higher video views and completion rates, • Strong cross-brand lift and consistency, • Increased impressions, brand searches, and awareness, • Growth of Frank LaRosa’s digital influence IG @franklarosa.Elite If you’re ready to build powerful brands, amplify a CEO’s voice, and lead a high-energy digital ecosystem; we want to meet you. Company DescriptionAt Elite Consulting Partners, we are obsessed with data. As a premier consulting firm serving the financial services industry, we specialize in helping financial advisors transition firms and grow their practices. Our services include acquisition support, marketing consulting, and database management. Based in Moorestown, NJ, we are a fast-growing firm looking for a Social Media Manager with the passion and skills to make an impact across our organization.At Elite Consulting Partners, we are obsessed with data. As a premier consulting firm serving the financial services industry, we specialize in helping financial advisors transition firms and grow their practices. Our services include acquisition support, marketing consulting, and database management. Based in Moorestown, NJ, we are a fast-growing firm looking for a Social Media Manager with the passion and skills to make an impact across our organization.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off Position Overview As a Life Insurance Specialist, youll serve as a trusted advisor for clientshelping them understand their coverage options, navigate important financial decisions, and feel supported during lifes most critical moments. You will contribute directly to agency growth through relationship-centered sales, expert guidance, and exceptional service. Key Responsibilities • Conduct comprehensive consultations with new and existing clients to determine their life insurance needs, • Recommend appropriate policies and coverage strategies based on each clients goals and financial situation, • Guide clients through applications, underwriting, and policy issuance, • Provide compassionate claims support and ensure clients feel protected and informed during difficult times, • Stay current on industry developments, regulatory updates, and product enhancements, • Maintain accurate records and ensure full compliance with state regulations and carrier standards Qualifications • Previous experience in life insurance sales or financial services strongly preferred, • Solid understanding of life insurance products (term, whole life, universal life, etc.), • Excellent interpersonal skills with a client-first, empathetic approach, • Proven ability to close sales, build trust, and retain long-term relationships, • Active Life & Health licenseor willingness to obtain one with agency support What We Offer • Competitive base compensation + performance-driven commissions and bonuses, • Continued education, training, and professional development, • Supportive and flexible work environment, • A mission-focused culture built around protecting families and supporting the community If youre ready to bring your life insurance expertise to a team that values integrity, service, and long-term impact, apply today. Help us empower families to plan confidently for the future.

Job Description Independent Financial Advisor: 100% Remote with Unmatched Payouts Join one of the fastest-growing financial advisory firms in the region, backed by a national broker-dealer is selectively adding experienced financial advisors who want full independence without the headaches of running their own RIA. Advisors operate remotely, on a 1099 model, and retain nearly ALL of their own revenue — simple split, no performance grid. This represents some of the highest payouts possible in the industry. What You'll Gain: • Full hybrid platform: Fee-based, but not fee-only (advisory + commission flexibility), • Highest payouts allowed in the industry – You won't find higher payouts anywhere else. (Please ask us!), • 100% Virtual – no office requirement, • National broker-dealer partnership for investments and custody, • Advanced technology stack and virtual support infrastructure, • Transition assistance for incoming advisors, • True business ownership and autonomy Requirements: • Licensed (Series 7 required), • 5+ years as a Financial Advisor, • Currently possessing at least $5 Million in Assets Under Management, • Special consideration for Veteran financial advisors (20+ years) seeking only a viable and lucrative business Succession Plan, • Entrepreneurial and comfortable in a 1099 independent environment, • 100% Remote

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management.As a Financial Analyst, you will provide high-quality engagement financial management activities through all aspe

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Rhawn Street branch!.This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the ove

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Hunting Park branch!.This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the ove

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Carriage House branch!.This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the o

American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia!. These advisors will provide a premier level of service to members, c

Job DescriptionCareer Renew is recruiting for one of its clients a Principal Solutions Engineer - Crypto - this is a fully remote role for US-based candidates. Join a stellar team of leaders and experts in blockchain technology, cryptography, infrastructure, and security to build the backbone of blockchain wallet infrastructure for the next financial era. We’re hiring a Principal Solutions Engineer to help institutions, fintechs, and enterprises across the Americas adopt us with confidence and ease. This role is hands-on and client-facing: you’ll design integrations for complex environments, guide customers through deployment, and provide end-to-end technical support. You’ll pair technical expertise with strong communication skills, serving as an advisor to CTOs, architects, and engineering teams. Expect to design tailored solutions, deliver technical proposals, troubleshoot issues in real time, and collaborate closely with our backend, security, and product teams to ensure successful outcomes. Preferred experience Responsibilities * Guide financial institutions and fintechs through seamless onboarding and integration. * Build secure, scalable deployment pathways that bridge legacy and modern systems. * Provide hands-on support: troubleshoot, fix, and build solutions alongside client teams. * Collaborate with sales on technical proposals, demos, and RFP responses. * Maintain and improve technical documentation and developer guides. * Gather client feedback and translate insights into product and API improvements. * Represent us at conferences, workshops, and customer meetings. Requirements * 10+ years in solutions engineering, forward-deployed engineering, enterprise integration. * Track record of helping institutions or enterprises deploy mission-critical systems. * Strong in TypeScript (or similar languages) with proven API experience (REST). * Deep knowledge of cloud platforms (AWS essential; GCP/Azure/Thales a plus), microservices, and serverless architectures. * Skilled in troubleshooting complex issues and delivering under pressure. * Solid understanding of enterprise security frameworks (ISO 27001, SOC 2, PCI DSS). * Excellent communicator, able to bridge technical and business conversations. * Strong documentation, presentation, and demo skills. * Knowledge of blockchain, custody, and financial workflows strongly preferred. * Certifications (e.g., AWS Solutions Architect) a plus; Spanish/Portuguese fluency valued. Compensation & Package * Title: Principal Solutions Engineer * Salary: $160,000-220,000 per year (full-time). * Equity: 100-200 stock options vested over 4 years. * Benefits: Healthcare, 401K, and travel expenses. * Location: United States (remote-first, office optional). * Equipment: MacBook Pro + essentials.

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Hunting Park branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Part-Time position (averaging 27 hours per week), • Must be available for morning, evening, Weekday & Saturday hours.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. 9HkpxU1veu

Job DescriptionSenior CAS Advisor Maple Shade, NJ Full Time Mid–Senior Level About the Role We are seeking a versatile and ambitious Senior Client Accounting Services (CAS) Advisor to join our growing public accounting firm. This unique role blends controller-level advisory (budgets, forecasts, KPIs, client financial reviews) with hands-on CAS responsibilities (oversight of reconciliations, reporting packages, and system/process improvements). The ideal candidate will be comfortable stepping into client-facing advisory conversations while still rolling up their sleeves to ensure accurate, timely accounting deliverables. As our CAS department expands, this position offers significant opportunities for growth, leadership, and long-term impact.Key Responsibilities • Advisory & Controllership, • Develop client budgets, forecasts, and KPI dashboards, • Lead monthly/quarterly financial review meetings with clients, • Provide data-driven insights and recommendations to business owners/executives, • Mentor CAS team members on financial analysis and reporting best practices, • Oversight & Hands-On Support, • Review reconciliations, reporting packages, and financial statements (balance sheet, P&L, cash flow), • Troubleshoot accounting system issues and ensure clean, accurate client books, • Step in on transactional tasks (AP/AR, payroll entries, catch-up work) when necessary to maintain client service standards, • Oversee deliverables from AI/outsourced teams, ensuring accuracy and efficiency, • Client & Process Management, • Act as a trusted advisor and point-of-contact for assigned clients, • Conduct onboarding for new CAS clients, ensuring smooth transitions, • Identify opportunities for process automation and workflow improvements, • Collaborate with internal team members across service lines to deliver comprehensive solutionsQualifications, • 5–7+ years of progressive experience in public accounting, controllership, or client services (CAS/outsourced accounting strongly preferred), • Strong proficiency in accounting platforms (QuickBooks Online required; Xero/Sage/other experience a plus), • Experience preparing budgets, forecasts, KPI dashboards, and presenting financials to management, • Solid knowledge of GAAP and financial reporting standards, • Bachelor’s degree in Accounting, Finance, or related field (CPA or advanced certification a plus), • QBO Advanced Certification preferred, • Excellent analytical, problem-solving, and critical thinking skills, • Strong client-facing communication and interpersonal skills, • Comfortable managing multiple client accounts and shifting priorities in a fast-growing departmentAdditional Requirements:, • Valid driver’s license and reliable transportation for local client visits, • Flexibility to occasionally work extended hours during peak periods, • Commitment to maintaining client confidentiality and professional ethics, • Schedule can be hybrid, but candidate must be local to conduct client site visits✨ This role is designed for someone ready to bridge the gap between high-level advisory and hands-on CAS work, with the career runway to grow into a future CAS Controller or Manager.Benefits:, • Competitive salary and performance-based bonuses., • Health, dental, and vision insurance., • 401(k) with firm match., • Employer paid life insurance (2x salary), • Monthly cell phone stipend of $50, • 401(k) plan and 50% employer match up to 10% of salary - eligible to contribute first day of employment, • HSA, FSA, 529 plans, and Supplemental Disability plans, • Tuition, professional dues, and fees reimbursement, • Generous PTO days and paid holidays, • Casual attire and atmosphere, • Employee Assistance Program, • We feed you (even if you aren’t hungry)Company Values and Culture:, • Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on EOS®., • We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year. Powered by JazzHR rPGfiY6lGB

Job DescriptionThe Opportunity: Senior Staff AccountantSend resumes to: you ready to take your career to the next level with a prestigious and highly-awarded law firm known for its excellence, integrity, and financial acumen? We are seeking an exceptional Senior Staff Accountant to join our elite Accounting Department. This is a rare opportunity to contribute to the financial stability and strategic vision of a firm that has set the standard in the legal industry. This is more than a job—it is an opportunity to shape the financial future of a renowned law firm that has built its reputation on excellence. You will be part of a dynamic team that values precision, innovation, and strategic financial leadership. In return, we offer: • Top-Tier Medical, Dental, Vision, 401(k), etc., • Competitive Base Salary & Employee Perks, • Stable and Consistent Environment (Strong Retention), • A prestigious and intellectually stimulating work environment, • The opportunity to collaborate with top-tier legal professionals, • Competitive compensation and comprehensive benefits, • A culture of excellence where your financial expertise will be valued and rewardedIn this pivotal role, you will oversee financial operations with the utmost discretion, ensuring the firm’s compliance with all regulations while delivering insightful financial analysis that supports strategic decision-making. As a Senior Staff Accountant, you will be a trusted advisor to firm leadership, responsible for safeguarding and optimizing the firm's financial health through meticulous oversight and strategic foresight. If you thrive in a fast-paced, intellectually stimulating environment and possess the sophistication, precision, and expertise required to manage complex financial operations within a law firm, we invite you to apply. Key Responsibilities, • Overseeing all state and federal tax filings, ensuring full regulatory compliance., • Preparing and filing timely and accurate financial statements., • Managing accounts payable and receivable, maintaining the firm's financial integrity., • Conducting risk analysis to assess operational, compliance, and reputational exposure., • Representing the Accounting Department at board meetings, providing financial insights., • Strengthening and monitoring the firm’s credit, liquidity, and financial integrity., • Preparing and distributing financial reports, productivity statements, and performance evaluations., • Managing and reconciling all IOTA transactions, ensuring strict adherence to legal standards., • Overseeing bank reconciliations, journal entries, payroll processing, and month-end reporting., • Analyzing past financial performance, forecasting future performance, and determining firm equity valuation., • Liaising with external CPA firms and auditors to ensure compliance and accuracy., • Collaborating with attorneys to provide clear and concise financial insights., • Leading annual financial audits, ensuring transparency, accuracy, and adherence to best practices., • Executing and maintaining the firm’s budget, supporting strategic financial planning., • Investigating potential financial violations, enforcing corrective protocols, and upholding regulatory integrity., • Working collaboratively with the Accounting Department in a team-oriented, results-driven environment.Required Qualifications, • Exceptional command of financial regulations, procedures, and policies, particularly within a law firm setting., • Education: Bachelor’s degree in Accounting or Finance required; Master’s degree preferred., • Minimum of three years of IOTA experience in a legal or professional services environment., • Technical Expertise: Advanced proficiency in Microsoft Excel; experience with payroll processing., • Regulatory Mastery: Strong understanding of financial compliance at all levels of government., • Analytical Acumen: Ability to perform financial audits, strategic forecasting, and risk assessments., • CPA certification preferred but not required

Job Description Director of Development Job Description Merion Mercy Academy, an independent Catholic college preparatory school for girls in grades 9-12 outside Philadelphia, Pennsylvania, seeks a Director of Development. Reporting to the Head of School, the Director of Development provides innovative and strategic leadership in all aspects of institutional advancement. This position is responsible for designing and implementing comprehensive fundraising initiatives, overseeing donor engagement and stewardship, and managing development operations to support the school’s mission and long-term financial sustainability. The Director of Development serves as a key member of the administrative team, working closely with the Board of Trustees, faculty, alumnae, parents, and other stakeholders to strengthen the school’s culture of philanthropy. Key Responsibilities: Strategic Planning & Campaign Leadership • Develop and execute a long-term development strategy aligned with the school’s strategic priorities., • Lead capital campaigns, major gift initiatives, and other fundraising efforts to secure philanthropic support for institutional needs., • Oversee and implement donor events, regional gatherings, and on-campus engagement opportunities., • Work closely with the Head of School to cultivate, solicit, and steward major donors, providing targeted strategies for leadership gift prospects., • Ensure timely and strategic solicitation efforts to maximize donor engagement and giving. Fundraising & Donor Relations, • Oversee all areas of development, including alumnae engagement, annual giving, major gifts, planned giving, corporate and foundation relations, events, and parent engagement., • Establish and implement fundraising strategies to enhance donor participation at all giving levels, including EITC/OSTC contributions and grant funding., • Oversee stewardship efforts, including impact reports, donor appreciation initiatives, and exclusive engagement opportunities for key supporters., • Manage and steward a portfolio of major donors and prospects, ensuring personalized cultivation, solicitation, and stewardship plans., • Serve as the primary liaison between the school and key constituencies, articulating the impact of philanthropy and strengthening donor relationships., • Partner with trustees and other key stakeholders to expand the donor pipeline, leveraging their networks to engage new prospects. Development Team Leadership & Board Engagement, • Serve as the Head of School’s chief advisor on all matters related to development, philanthropy, and external relations., • Lead and mentor the development team, identifying opportunities for growth and professional development among staff., • Collaborate with the Board of Trustees, particularly relevant committees, to provide insight, reporting, and strategic guidance on fundraising priorities., • Serve as the primary liaison to the Advancement Committee of the Board of Trustees, collaborating with the committee chair to set agendas, provide fundraising progress updates, and engage trustees in philanthropy., • Support the Head of School’s engagement and leadership in fundraising, collaborating on key issues including prospect development, solicitation, stewardship, Board membership and external relations., • Oversee the Development Office’s operations, ensuring efficiency in data management, gift processing, donor stewardship, and reporting., • Establish and maintain the budget for the Development office, working closely with the CFO coordinating gift reporting and restrictions while ensuring all directed gifts are handled to the donor's specific bequests. Collaboration & Institutional Advancement, • Partner with the Head of School, Director of Enrollment Management, faculty, and administrative team to align fundraising efforts with institutional priorities., • Work closely with the communications and marketing team to develop cohesive messaging and marketing strategies that support donor engagement., • Minimum of ten (10) years of increasingly responsible management positions in development, advancement and fundraising with a preference for independent school experience., • Broad exposure to all facets of development, including data management and analysis, annual giving, major gifts, planned giving, corporate and foundation relations and capital campaign planning and implementation., • Proven experience developing solicitation strategies and a track record of success cultivating and soliciting high-level donors., • Strong management skills, both strategic and operational, and a demonstrated ability to build, manage, mentor and motivate an effective team, while effectively engaging and staffing volunteers., • A team player and team builder that has a passion for and commitment to achieving excellence in all aspects of MMA’s mission while fostering a high level of respect for colleagues., • Ability to serve as a trusted advisor to the Head of School and the Board of Trustees on matters related to development., • Bachelor’s degree required; Master’s degree preferred. Merion Mercy Academy does not discriminate on the basis of race, gender, sexual orientation, or national and ethnic origin in the administration of its hiring practices. Interested candidates should send a resume, cover letter and contact information for three professional references to Anne Gregg, Executive Assistant to the Head of School, . More information about working at Merion Mercy Academy can be found at: .

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement Location: University City | Full-Time (In-Office) Compensation: Base Salary + Uncapped Commission + Performance Bonuses Are you a sales-driven professional who thrives on closing deals, building strong relationships, and helping others protect their financial future? Join one of the top-producing State Farm agencies in the country, where performance is rewarded, and growth is limitless. This is an in-office role with the opportunity for hybrid flexibility after training, based on performance. Licensing is required, but we provide support and guidance to help you obtain your insurance licenses. Bilingual (Spanish/English) candidates are highly encouraged to apply. Why Join the Charles Berrouet State Farm Agency • Unlimited Earning Potential Competitive base salary plus uncapped commissions and performance bonuses., • Career Growth Access to world-class training, mentorship, and advancement opportunities., • Winning Culture Join a high-performing team that celebrates success and thrives on excellence., • Performance-Based Flexibility Hybrid schedule available for top performers after training., • Bilingual Advantage Use your Spanish/English fluency to serve a broader client base and boost your income., • Long-Term Stability A recession-proof industry with unlimited opportunities to grow your career and income. What Youll Do • Prospect, generate, and manage leads to drive consistent new business growth., • Engage potential and existing clients with tailored insurance and financial solutions., • Build long-term relationships as a trusted advisor, ensuring retention and referrals., • Conduct policy reviews to identify gaps and provide comprehensive protection options., • Exceed sales goals by delivering exceptional service and maximizing every opportunity. What Were Looking For • Motivated, competitive individuals with a proven sales or business development background., • Excellent communication, relationship-building, and presentation skills., • Strong organizational and follow-up abilities in a fast-paced environment., • Active Property & Casualty and Life & Health licenses required (licensing assistance available)., • Goal-oriented with the resilience to thrive in a results-driven culture., • Bilingual (Spanish/English) strongly preferred. Take Your Sales Career to the Next Level If youre driven by success, motivated by earnings, and passionate about helping people, this is your chance to build a high-income, long-term career with one of the best in the business. Apply today to join the Charles Berrouet State Farm Agency where performance, passion, and professionalism define success.

Job Description Job Summary: The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for the strategic oversight and management of all financial operations of JFEDSNJ and its affiliated entities. The CFO ensures the integrity of financial reporting, oversees budgeting and forecasting processes, and implements sound financial strategies that support long-term organizational sustainability. This role also provides leadership to the finance department, supervises financial support staff, ensures compliance with regulatory and donor requirements, and partners with the CEO and the executive leadership to drive informed, mission-aligned decision-making. The CFO plays a critical role in safeguarding the organization’s assets and strengthening its ability to serve the Jewish community effectively and responsibly. Job Responsibilities: Financial Strategy & Leadership • Develop and implement financial strategies in partnership with the CEO with that align with the organization’s mission, vision, and long-term goals., • Serve as a strategic advisor to the CEO, Board of Directors, Finance Committee and Budgets & Allocations Committee on all financial matters., • Provide timely and accurate analysis of budgets, financial reports, and trends to assist the CEO and Board in decision-making.Budgeting & Forecasting, • Lead the annual budgeting process in collaboration with department heads., • Develop financial models and forecasts to support strategic planning and resource allocation in collaboration with the CEO, • Monitor budget performance and provide regular updates to stakeholders., • Prepare annual Allocations Table for the Budget to be reviewed and approved by the Board of Directors.Accounting, Reporting & Purchasing, • Oversee all accounting operations, ensuring compliance with GAAP and nonprofit accounting standards., • Ensure accurate and timely financial reporting, including monthly financial statements, donor reports, audits, and regulatory filings (e.g., IRS Form 990)., • Manage the annual audit process and liaise with external auditors., • Oversee the primary purchasing activities to allow for greater cost savings and efficiencies for the entire system.Cash Flow, Banking & Investment Management, • Monitor cash flow, investments, and financial position to maintain financial stability., • Implement systems to manage restricted and unrestricted funds appropriately., • Oversee banking relationships and treasury functions including all financing related activities.Compliance & Risk Management, • Ensure compliance with all federal, state, and local regulatory requirements, including grant and contract obligations., • Maintain internal controls and risk management practices to safeguard assets and data security., • Collaborate with legal counsel and insurance providers as needed.Team Leadership & Supervision, • Supervise and develop finance staff, promoting a culture of accountability, continuous improvement, and professional growth., • Build systems and processes to improve efficiency and effectiveness within the finance department.Cross-Functional Collaboration, • Work closely with development, program, HR, and operations teams to ensure alignment between financial planning and organizational activities., • Support grant reporting and budgeting to maximize funding opportunities. Required Education & Experience: • Prior experience working as a CFO or senior level leadership strongly preferred, with at least 10+ years of work experience in accounting and/or finance, with increasing levels of responsibility, • Master’s degree in accounting and/or finance, • CPA certification preferred, • Experience working in a non-profit 501-c3 organization, • Proven leadership skills and management experience, • Short and long term planning and budgeting experience, • Strong financial analysis skills, • Excellent oral and written communication skills as well as strong interpersonal and presentation skills, • Proficient with Microsoft Excel, Word, PowerPoint, Access and Outlook, • Knowledge of SAGE accounting software preferred Additional Technical Requirements: • Extensive experience working with ADP Workplace, Sage Intacct and QuickBooks., • Advanced Level PC skills, Microsoft Office – Excel, Word, PowerPoint, and Microsoft Outlooks, • Ability to perform work that is routine and strong attention to details, • Knowledge of systems and functionality., • Ability to work in cross-functional teams., • Excellent project management, customer service, organization, and time management skills Annual Salary Range: $200K + Benefits include: Generous PTO; Medical, dental, and vision care included; 403b plan eligible; Group term life insurance; Voluntary disability insurance plan; FSA & HSA options available; Gym membership included and other employee discounts are available. EEO Statement: The Jewish Federation of Southern New Jersey, and our family of agencies, is an Equal Employment Opportunity employer. We do not discriminate based upon a person’s actual or perceived gender, race, creed, color, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, marital/civil union status, domestic partnership status, familial status, religion, national origin, nationality, ancestry, age, veteran or military status, disability that does not prohibit performance of essential job functions, or other legally protected characteristics. The Federation participates in the E-Verify program. The Federation is committed to working with and providing reasonable accommodation to applicants with disabilities. If you need assistance or an accommodation due to a disability, you may contact us via the link on this posting. EOE

Job Description POSITION SUMMARY: The Manager, Workday Integration & Reporting Architect at BAYADA will play a critical role as a strategic partner to business leaders, collaborating with Workday Human Capital Management (HCM) & Financial Technical Architects, Operational Data Store (ODS) (SQL server) and Data Lake teams, and external vendors to deliver integration solutions that drive organizational success. This role will independently manage complex, cross-functional projects, ensuring seamless coordination across teams and stakeholders. You will foster strong business relationships, serving as the go-to-expert for Workday Integrations and trusted advisor to internal partners. This role will ensure the success of existing integrations while enabling you to troubleshoot and resolve issues proactively and effectively. Beyond maintaining the current ecosystem, the Manager, Workday Integration & Reporting Architect will lead the design, development and implementation of innovative integration solutions. By aligning technology with BAYADA's strategic goals, this role will deliver measurable business value while collaborating across departments and external partners. MINIMUM QUALIFICATIONS: • Workday Pro Training & Certification for Integration, • 8+ years of professional experience in Workday integrations, including hands-on experience with tools like Workday Studio, Enterprise Interface Builder (EIBs), Core Connectors, Workday Payroll Effective Change Interface (WD PECI), Cloud Connect, Document Transformation, Business Intelligence and Reporting Tools (BIRT) and Extend., • Proven track record of managing and delivering complex, cross-functional integration projects in enterprise environment., • Advanced understanding of Workday data structures, integration tools, and reporting capabilities (eg Workday Report Writer, Calculated Fields), • Proficiency in integration development using Workday Simple Object Access Protocol (SOAP), Workday Rest, XML, XSLT, XPath, Web Services, WSDL, XSD, UDDI and other related technologies., • Expertise in SQL Server, including writing complex queries, optimizing performance and managing data integration workflows between SQL Server and Workday., • Experience with Amazon Web Services (AWS) Data Lake performance and managing data integration workflows between Data Lake and Workday., • Familiarity with data management tools and concepts, including ODS (SQL server), Data Lake and Extract, Transform, and Load (ETL) processes., • Proven ability to independently manage projects, including cross-functional initiatives involving multiple stakeholders., • Strong project management skills including planning, prioritization, risk management and delivering results on schedule., • Demonstrated ability to translate business needs into scalable, effective technical solutions., • Excellent verbal and written communication skills, capable of effectively communicating with both technical and non-technical audiences., • Proven experience in collaborating with cross-functional teams and external vendors to achieve shared goals., • Acceptable Pre-Employment Assessment Results., • BAYADA Home Health Care offers the stability and structure of a national company with the values and culture of a family-owned business., • Newsweek's Best Place to Work for Diversity, • Newsweek's Best Place to Work for Women, • Newsweek's Best Place to Work (overall), • Newsweek's Best Place to Work for Women and Families, • Glassdoor Best Places to Work, • Forbes Best Places to Work for Women, • Paid Weekly, • Mon-Fri work hours, • AMAZING culture, • Strong employee values and recognition, • Small team at a local office, • Growth opportunities, • BAYADA Home Health Care offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program #LIRX As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates. BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here. BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Job Description About PDG Performance Development Group (PDG) is an award-winning, global leader helping Life Sciences companies improve business results through improving sales performance. Recognized as a premier company in our field, we provide collaborative advisory services and innovative sales performance solutions that help our clients to exceed their business goals. Here at PDG, we complement our learning and creative teams with professional consultants who help us to scale effortlessly, optimize creativity and deliver award-winning learning programs. Our network of consultants loves to work with us and here are some of the reasons why they find a relationship with PDG to be so valuable to them: • Variety is the spice of life: PDG's wide variety of learning projects allows you to be a part of the design and development of award-winning programs that help to move the needle on employee performance while enhancing your experience and skills, • We enable you to "stay in your lane": We have a superstar team of salespeople who work with some of the most exciting companies in the world. We handle all the business development, scoping, and proposal writing so you can focus on doing what you enjoy doing the most., • The devil is in the details: We contract with the clients and handle all the logistics, absorbing the risk so you don't have to worry about a thing. We also provide a wide array of tools and templates to make gigs easier for you while you work with us. Our team will make sure that you are set up for success with our thorough onboarding program and consultant toolkit., • We show you the money!!: PDG pays a generous hourly rate, and your invoices are paid on time regardless of when our clients pay us. The process PDG uses for hiring 1099 Contractors for this role includes the following: • Resume review, • Talent Acquisition screening, • Signature of Non-Disclosure Agreement The Sales Performance Consultant enables and specializes in enhancing employee performance. They assist companies in gaining maximum value from their people by designing and overseeing the implementation of innovative business-oriented solutions. Sales Performance Consultants are both entrepreneurial and consultative and are experts in business, human performance technologies, and solutioning to diagnose and solve clients' problems. They can speak comfortably and lead C-Suite and Stakeholder conversations; be a trusted partner/advisor; strategize and build entire performance frameworks and curate the design to deliver it. The Sales Performance Consultant is able to traverse and close large business deals excelling in both agile/startup and enterprise-wide organizations. The Sales Performance Consultant has experience and strengths in sales performance consulting. Responsibilities The Sales Performance Consultant will: • Collaborate with PDG's sales and client services teams and clients to define the business objective, the assessment process, the identification of structural and cultural changes; and the learning recommendations required to achieve business objectives., • Guide and work with clients through goal definition and needs identification using problem-solving principles and experience., • Create actionable solutions that solve client issues and link to our client's performance outcomes., • Use diagnostic and assessment tools, analyze textual and numerical data, identify root causes/trends, and collaboratively create a simple, effective summary/design for the client to solve their challenges., • Plan and manage efforts to define organizational processes, capabilities, change management, application of key technologies, and performance metrics., • Engage the client to understand strategic changes in the business and make recommendations for aligning the solution to the changes, • Problem-solving methods and needs analysis, • Diagnostic and assessment tools, • Change management and leading transformation The Sales Performance Consultant has: • A minimum of 10 years of experience in the areas of sales performance consulting, human performance technology, or change management, • A minimum of 10 years of sales and commercial leadership experience in the life sciences industries, • Expert-level facilitation skills and executive presence Please review our privacy policy here.

Job DescriptionBusiness Development Manager Location: Greater Philadelphia, PA | Type: Full-time | Schedule: Monday–Friday Are you ready to combine your passion for healthcare with your talent for building relationships? At IVX Health, we are transforming the way infusion and injection therapy is delivered for patients with chronic conditions like Rheumatoid Arthritis, Crohn's Disease, and Multiple Sclerosis. We are looking for a driven, relationship-focused Business Development Manager (BDM) to expand our presence nationwide by connecting healthcare providers and patients to a better infusion care experience. If you're passionate about making a real difference in the lives of patients while achieving professional success, this is the opportunity for you! About the Role The Business Development Manager (BDM) is a critical part of the IVX Health team, serving as the face of our organization. This is a Monday through Friday, road warrior role, focused on traveling within the assigned territory to visit referring providers at their brick-and-mortar locations. The BDM will work directly with referral coordinators, physicians, nurses, and healthcare providers to educate them on our services, build meaningful relationships, and drive referrals for infusion therapy patients. We Are Looking For Someone Who • Thrives on Building Relationships: You're a natural networker who enjoys connecting with healthcare providers and becoming a trusted advisor., • Is Driven to Succeed: You have a competitive spirit and take pride in achieving and exceeding goals., • Makes an Impact: You're passionate about healthcare and want to play a key role in improving the patient experience., • Is a Strategic Thinker: You enjoy creating tailored solutions and strategies to grow a market and expand relationships., • Loves to Collaborate: You work well with teams, from providers and pharmaceutical reps to internal colleagues, to drive results. Key Responsibilities • Develop Long-Term Provider Relationships: Build and nurture trust-based relationships with healthcare providers, ensuring they view IVX Health as a valued partner in patient care., • Consultative Sales Approach: Focus on relationship-building rather than transactional selling. Educate providers about IVX Health's benefits and how we can support their patients' infusion therapy needs over the long term., • Strategic Growth: Increase patient referrals by fostering deep connections with providers, identifying new referral sources, and attending local networking events., • Targeted Outreach: Engage with specialists such as rheumatology, gastroenterology, and neurology, positioning yourself as a trusted advisor rather than a one-time sales representative., • Community Engagement: Plan and execute local events, such as grab-and-go luncheons and office drop-ins, to strengthen provider relationships and enhance brand awareness., • Collaborate with Teams: Work closely with the marketing team to share local events and patient engagement stories, and maintain active social media visibility to support relationship development., • Liaison Between Providers and Operations: Act as a key resource to ensure a seamless onboarding experience for referring practices and their patients., • Industry Partnerships: Build collaborative relationships with pharmaceutical reps and other stakeholders to support a consistent and trusted referral pipeline. At IVX Health, we believe in taking care of our team just as much as we take care of our patients. Here's what we offer: • Comprehensive Healthcare: Medical, dental, and vision coverage, plus telemedicine services., • Flexible Savings Options: Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA)., • Family Support: Fertility and family-building resources., • Professional Development: Tuition reimbursement, CEU access, and career advancement opportunities., • Generous Benefits: Disability coverage, life insurance, 401(k) matching, charitable giving programs, and referral bonuses., • Healthcare Expertise: Strong working knowledge of managed care plans, insurance carriers, referral and precertification processes, and documentation guidelines., • Industry Knowledge: Interest or experience in the pharmaceutical and/or healthcare industry is highly desirable., • Customer-Centric Mindset: Exceptional customer service skills with a competitive, customer-focused attitude., • Organizational Excellence: Outstanding organizational skills and meticulous attention to detail., • Collaborative Spirit: Proven ability to effectively collaborate with internal teams and external stakeholders at all levels., • Educational Background: Bachelor's Degree in Business or a related field, or equivalent years of relevant experience., • Healthcare Collaboration: Experience working directly with physicians, nurses, and clinical staff., • Sales Experience: Knowledge or experience in home health, hospice, DME, or imaging sales is a plus. About IVX Health IVX Health is a national provider of infusion and injection therapy for individuals managing chronic conditions like Rheumatoid Arthritis, Crohn's Disease, and Multiple Sclerosis. We're transforming the way care is delivered with a focus on patient comfort and convenience. Our commitment to exceptional care extends to our employees as well—we empower our team to thrive while living our core values: Be Kind, Do What's Right, Never Settle, Make It Happen, and Enjoy the Ride. Our Mission: To improve the lives of those we care for by redefining the care experience Our Vision: To be the nation's preferred destination for pharmaceutical care of complex chronic conditions Our Commitment: To deliver an unmatched care experience with a foundation in world class service and clinical excellence Benefits We Offer • Comprehensive Healthcare – Medical, dental, and vision coverage, including prescription drug plans and telemedicine services., • Flexible Savings Options – Choose from Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA) to manage healthcare costs., • Supplemental Protection – Accident, critical illness, and hospital indemnity plans to provide additional financial security., • Dependent Care FSA – Pre-tax savings for eligible childcare and dependent care expenses., • 401(k) Retirement Plan – Secure your future with a competitive company match., • Disability Coverage – Voluntary short-term and long-term disability plans to protect your income., • Fertility and Family Support – Resources and benefits designed to support fertility care and family planning., • Life and AD&D Insurance – Financial protection for you and your loved ones., • Counseling and Wellness Support – Free resources to support emotional, physical, and financial well-being., • Education Assistance – Tuition reimbursement and certification support to help you grow in your career., • Continuing Education – Access to a CEU library for ongoing professional development., • Charitable Giving and Volunteer Program – Matched donations and paid volunteer time off to support causes you care about. EEO STATEMENT IVX Health is proud to be an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. IVX Health wants to have the best available people in every job, and we make employment decisions on the basis of business needs, job requirements, individual qualifications, and merit. Equal employment opportunities are provided to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status, or any other legally protected category in accordance with applicable federal, state, or local laws. IVX Health prohibits discrimination, harassment, or retaliation of any kind based on any of these characteristics. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship and all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment. Privacy Policy

Job Description American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia! These advisors will provide a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Engage with members/non-members through needs-based/consultative actions via remote and video-based experience. RESPONSIBILITIES INCLUDE: • Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services., • Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc., • Engage members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs., • Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc., • Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts. Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals., • Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary., • Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc., • Assist members with how to use self-service technology (eg. PAT, Online/Mobile Teller, Bill Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, as well as other tools/systems (eg. Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate members in areas of low engagement., • Achieve stated goals/objectives set-forth for positions which includes but is not limited to closed loans, new memberships, e-services penetration, etc., • Three to five years of similar or related experience. Specifically, at least one year of experience in a call center of a credit union or financial institution., • Associate's Degree in Business Administration or a related field or the equivalent experience required., • Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.)

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Rhawn Street branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • Must possess REAL ID for this location., • A high school education or GED., • Part-Time position (averaging 27 hours per week), • Must be available for morning, evening, Weekday & Saturday hours. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Rhawn Street branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required., • FICEP certification preferred. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Red Lion Road branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Carriage House branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Part-Time position (averaging 27 hours per week), • Must be available for morning, evening, Weekday & Saturday hours.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Are you fluent in Spanish and English and passionate about helping people achieve financial stability and long-term security? Do you excel in sales conversations and want a high-impact career with purposeand unlimited earning potential? Were looking for a Bilingual Insurance & Financial Services Representative to join our team. In this role, youll support individuals, families, and business owners by providing personalized insurance and financial solutions that protect their today and empower their tomorrow. This is more than a jobits a chance to build a high-earning, mission-driven career with a respected agency that values performance, growth, and bilingual excellence. Why Youll Love This Career Uncapped Earnings Competitive base pay plus commission, bonuses, and long-term income opportunities. Meaningful Work Help clients plan for retirement, protect their income, and build generational wealth. Bilingual Impact Leverage your Spanish and English fluency to expand your reach and deepen client relationships. Full Training & Support Licensing assistance, mentorship, and ongoing professional development in both insurance and financial services. Real Career Advancement Opportunities to grow into leadership roles and specialized advisory positions. What Youll Do • Build and maintain strong, trust-based relationships with clients seeking insurance and financial guidance, • Conduct personalized consultations on retirement strategies, life insurance, income protection, and investment-related solutions, • Stay informed on market trends, financial products, and client needs to deliver expert recommendations, • Provide exceptional service while meetingand exceedingsales and performance expectations What You Bring • Fluency in both Spanish and English (required), • Experience in insurance, financial services, or consultative sales preferred (3+ years ideal), • Strong communication skills with the ability to simplify complex topics, • Life & Health and/or Property & Casualty licenses (preferred) or willingness to obtain them (full support provided), • A driven, sales-minded approach and motivation to grow a rewarding career Take the Next Step If you're ready to combine your bilingual expertise, sales talent, and passion for financial empowerment into a meaningful, high-earning career, wed love to meet you. Apply today and become a trusted advisor who builds wealth, protects futures, and makes a lasting difference in your community.

Job DescriptionAbout Us: We believe everyone deserves a chance to improve their financial future. We're dedicated to building simple and inclusive financial products that help our members create healthy habits and achieve economic stability. The Perpay team is a motivated group of creative problem solvers who love getting things done and making an impact. Located in Center City, Philadelphia, our one-of-a-kind space promotes a collaborative work environment, unites our team, and feels like a home away from home. As a certified B Corp, Perpay is committed to building a mission-driven culture that balances purpose and performance - Learn more. Some things we're excited about: • $500 million in spending power used by our members, • Increasing members' credit by 32 points (on average) within the first 3 months, • Perpay Marketplace: Combines interest-free payments and modern e-commerce to reduce cost of ownership and promote healthy repayment behavior., • Perpay+: Leverages Marketplace repayment history to help members monitor and build credit with all 3 credit bureaus., • Perpay Credit Card: Expands access to the flexibility and benefits of a World Mastercard by removing common barriers like high security deposits and low approval odds. About the Role: As Head of Compliance at Perpay, you will lead the development, execution, and continuous improvement of our enterprise-wide Compliance Management System (CMS) in support of our mission to build inclusive financial products that improve the lives of our members. With the Perpay Credit Card, issued by Celtic Bank, and future innovations on the horizon, this is a high-impact leadership opportunity to shape how compliance enables responsible innovation. You will serve as a strategic partner across Product, Engineering, Data Science, and Operations to find creative, compliant paths to bring new ideas to life—balancing consumer protection, regulatory expectations, and business growth. You will also lead our efforts to strengthen and scale our BSA/AML compliance framework in alignment with evolving risk profiles and bank partner requirements. Our greatest strength is our people and we'd love for you to be one of them! Why You'll Love It Here: • Creative Influence: Help shape the future of financial products while building risk-aware and innovation-friendly solutions, • Leadership Opportunity: Define the vision and build the compliance function as Perpay scales its offerings and footprint, • Mission-Aligned Work: Ensure responsible access to credit for underserved consumers while maintaining regulatory integrity, • Collaborative Culture: Work cross-functionally with smart, mission-driven teams in a fast-paced, entrepreneurial environmentWhat You'll Do:, • Own the vision, design, and day-to-day operation of Perpay's CMS, ensuring it evolves with regulatory expectations, business strategy, and partner bank standards, • Serve as the internal authority and advisor on compliance and BSA/AML matters, driving education, accountability, and alignment across all teams, • Build and lead a growing compliance team, setting clear priorities and scaling systems to support our expanding credit products, • Oversee critical CMS functions including Complaint Management, Vendor Oversight, Issue Management, Monitoring & Testing, and Compliance Training, • Develop, maintain, and oversee the execution of an effective BSA/AML program, including risk assessments, transaction monitoring, and suspicious activity reporting in collaboration with external partners, • Work cross-functionally to identify risks and creatively design compliant solutions that support new product initiatives and operational changes, • Monitor the regulatory environment for changes and lead implementation of new requirements with agility and precision, • Report regularly to executive leadership and the Board on key compliance and AML trends, risks, and program performance, • Interface with external partners, including bank partners, to represent the compliance function, • Cultivate a compliance-forward culture rooted in transparency, curiosity, and proactive risk mitigationWhat You'll Bring:, • 5+ years of leadership experience in compliance within a financial services or fintech environment, including direct experience with BSA/AML frameworks, • Strong knowledge of relevant consumer protection laws and regulations (e.g., TILA, ECOA, FCRA, UDAAP, GLBA), and how they apply to credit cards and bank-partnered fintechs, • Experience designing and implementing scalable compliance and AML processes in high-growth or entrepreneurial environments, • Proven ability to balance regulatory requirements with business innovation, providing actionable, creative guidance on new ideas and product launches, • Excellent communication and stakeholder management skills, with the ability to work cross-functionally and influence at all levels, • Competitive salary + company equity, • 401k with company match, • Medical / Dental / Vision insurance, • Flexible Spending Account (FSA), • Team member discounts, • Relocation assistance, • Pre-tax commuter benefit, • Student loan repayment match, • Gym subsidy with City Fitness, • Cell phone plan, • Paid parental leave, • Unlimited PTO Additional Perks: • Opportunity to gain experience at one of the fastest-growing financial startups in the country, • Work on both e-commerce & fintech customer-facing products, • Collaborate cross-functionally with product, design, marketing, operations, data teams, and more This is not a remote opportunity; it is 100% onsite (#LI-Onsite) (#LI-TH1) (#LI-AK1) Perpay is proud to be an equal opportunity employer. We value diversity in all its forms and are committed to creating an inclusive environment. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, sex (including pregnancy), marital status, political affiliation, age, veteran status, disability status or other non-merit factor. Please contact us at to request accommodation.

Job DescriptioneDiscovery Technical AdvisorEmployment Type: Full-Time, Executive-LevelDepartment: Legal CGS is seeking a dedicated eDiscovery Technical Advisor to join a fast-paced and hard-working team to assist with any legal accounts. As an eDiscovery Technical Advisor, you will play a key role in supporting various aspects of the company's portfolio. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; - Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; - Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; - Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; - Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; - Contractor shall analyze search/collection results for data gaps; - Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; - handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; - Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; - Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; - Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; - Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; - Contractor shall document electronic discovery plans and procedures for each individual case; - Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; - Contractor shall provide eDiscovery collections on criminal cases. Qualifications:- 5 (five) years of eDiscovery/litigation support experience with a focus on client solutions.- 3 (three) years of progressive more responsible experience on major lit support projects.- 2 years in Relativity, beyond document review coding.- Excellent communication, presentation, and interpersonal skills with both eDiscovery technical teams and non-technical business leaders and team players.- Ability to work in a fast-paced environment and agile work environment.- Experience and familiarity with eDiscovery Services covering all realms of the EDRM (File to Trial).- Must be a U.S. Citizen.- The ability to obtain a U.S. Government security clearance (active clearance preferred).- BS/BA degree or equivalent work experience (JD highly preferred). Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Phone: +1 (888) 680-5916Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.