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Overview: The Senior Construction Scheduler is responsible for developing, maintaining, and analyzing detailed construction schedules to ensure projects are delivered on time and within contractual requirements. This role works closely with project managers, superintendents, owners, and subcontractors to plan project activities, identify schedule risks, and implement mitigation strategies. The Senior Construction Scheduler provides expert-level schedule analysis, progress reporting, and forecasting across multiple complex projects, serving as a key advisor on schedule performance and recovery planning. Location & Travel Details: You can be based in any city or state in the U.S.. This is a traveling, project based position, up to 90% of the time. You have the potential to be placed on a project site located in any state throughout the US. You’ll spend 8-18 months on average per project. We offer designated per diem in addition to an excellent base salary to support and help you cover living expenses. This position is eligible for mobilization support (may include mileage reimbursement), and includes one longer weekend every four weeks for additional time at home. COMPANY OVERVIEW: MasTec Industrial, alongside its sister companies Casey Industrial and Phoenix Industrial, has been in operation since 1947. We serve a diverse clientele, including utilities, independent power producers, developers, and municipal utilities. Specializing in projects using natural gas, oil, biomass, and other combustible fuels, our team boasts over 30 years of expertise in the power industry. We provide EPC (Engineering, Procurement, and Construction) services and assist in project development. Our experience spans various systems for utility and industrial facilities, including simple and combined cycle plants, reciprocating engines, and waste-to-energy projects. MasTec Industrial delivers value throughout all project phases, from conceptual design to operations and maintenance. At MasTec Industrial, we are dedicated to delivering the highest quality, safety, and value in every project. We focus on attracting, developing, and retaining top talent within our organization. Our goal is to foster a respectful work environment where all employees feel valued, included, and empowered to become innovative leaders in the industry. The MasTec Industrial market sector is part of the MasTec Clean Energy & Infrastructure business segment. MasTec’s Clean Energy & Infrastructure (CE&I) segment generates over $4 billion in annual revenue, providing construction services across industrial, renewables and infrastructure sectors. In addition to our industrial market sector; In infrastructure, we specialize in general heavy civil construction, underground utilities, structures, electrical work, material production, roadways, bridges, specialty pavement overlays, environmental projects and commercial buildings. Our renewables sector focuses on solar, wind and battery storage. Sustainability and safety are foundational to our culture and influence everything we do. MasTec, a minority-owned Fortune 500 company, has shaped the construction industry for more than 90 years. With over 35,000 employees and 400 offices nationwide, we provide flexibility and career growth in dynamic work environments. Responsibilities: ESSENTIAL JOB FUNCTIONS: • Works independently on complex assignments to:, • Establish the Proposal or Project Baseline Schedule, • Lead and execute Project Planning and Execution Planning Session, • Lead and execute Logic Development, Schedule Updates and Forecasting, • Work with each phase team (Engineering, Procurement, Construction, and Commissioning) to define key milestones and interface dates., • Resource and Commodity load schedules and provide graphics associated with each., • Author and update the Scheduling narrative in weekly and monthly reports., • Lead compliance and Project Controls oversight throughout the lifecycle of a project., • Ensure client Project Controls and Reporting specifications and requirements are met per contract., • Supports Project Management with project reporting requirements. Qualifications: EDUCATION AND WORK EXPERIENCE REQUIREMENTS: • Bachelor’s degree (BS) in Construction Management, Engineering, or related technical major; equivalent combination of education and experience., • Seven (7) years of Project Controls Schedule Analysis or related work experience preferred., • Working knowledge of Workface Planning Techniques and Scheduling requirements a plus., • Professional Level Certification (AACE, PMI or other) a plus. KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: • Be knowledgeable of MIC Health and Safety programs and project specific regulations., • When on-site, actively participate in daily toolbox meetings with crews and subcontractors., • Set a personal example of safe behavior., • Demonstrates proficiency in Primavera P6, Microsoft Excel, Office 365, InEight and/or related Project Controls software., • Demonstrates a command of the skills listed., • Proficiency in reading and interpreting Engineering and Contract documents., • Understanding and knowledge of complex Earned Value and Cost Control Methods., • Organizational skills and ability to manage simultaneous tasks/assignments., • Exceptional team building skills and ability to collaborate with groups throughout the company., • Excellent interpersonal skills., • Excellent written and verbal communication skills., • Ability to comprehend complex assignments., • Ability to work independently with minimal supervision., • Other may duties may be assigned PHYSICAL DEMANDS: • Work up to a 12-hour shift doing hard physical work in varying temperatures and outside conditions., • May need to maintain physical strength and stamina; Use arms, hands, and legs fully; Push, pull, and frequently lift and carry objects weighing up to 50 pounds; and stoop, kneel, balance, crouch, crawl, and climb to perform job tasks., • Stamina to perform this task repetitively and continuously for several hour intervals., • Uncontrolled environmental conditions: Constant change in weather and site conditions., • This work environment may involve moderate exposure to unusual elements, such as extreme temperatures, dirt, dust, fumes, smoke, unpleasant odors and/or loud noises., • Ability to wear personal protective equipment is required (including but not limited to- safety toed shoes, gloves, safety glasses, hearing protection, hardhat, vest, etc.)., • Move in and around confined, cluttered, and uneven areas., • May need to work at heights and must be able to abide by all safety and fall-protection requirements; must be able to wear and utilize all safety equipment required for work at heights., • Evaluate information based on measurable standards; and see details in objects or drawings and recognize slight differences in shapes and shadings., • Visualize objects in three dimensions from drawings., • Keep good balance and work at heights., • See well (either naturally or with correction)., • Hear well (either naturally or with correction.), • Coordinate the use of eyes, hands, and feet. HOURS: This position is a Full-Time position scheduled to work typically 50 hours per week. Schedule is subject to projects requirements. What's in it for you: Financial Wellbeing • Compensation $145,000 - $165,000 per year, commensurate with experience., • Competitive pay with ongoing performance review and merit increase, • 401(k) with company match & Employee Stock Purchase Plan (ESPP), • Flexible spending account (Healthcare & Dependent care) Health & Wellness • Medical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and children, • Diabetes Management, Telehealth Coverage, Prescription Drug Plan, Pet Insurance Family & Lifestyle • Paid Time Off, Paid Holidays, Bereavement Leave, • Military Leave, including Differential Pay and Benefits Continuation, • Employee Assistance Program Planning for the Unexpected • Short and long-term disability, life insurance, and accidental death & dismemberment, • Voluntary life insurance, accident, critical illness, hospital indemnity coverage, • Emergency Travel Assistance Program, • Group legal plan Position may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need an accommodation as part of the employment process, contact ceicareers@mastec.com. Due to the high volume of applications received, we are unable to respond to individual requests regarding application status. Please log into your candidate profile for up-to-date information. MasTec, Inc. is an Equal Employment Opportunity Employer/Disability/Veteran. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories. It is also MasTec's policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions. Disclaimer: MasTec and our Subsidiaries will never ask prospective employees for any form of payment or money transfer as part of job application or onboarding. We do not ask prospective employees for information about credit cards or personal passwords, and it does not require applicants to purchase equipment or software. Ensure that all recruiter email addresses end in @mastec.com or @talent.icims.com. If you suspect you are the target of a scam, we advise you to contact your local law enforcement agency and report fraud at _. MasTec Clean Energy & Infrastructure and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team. #LI-MH1 #LI-OnSite Appcast (For Export): #appflash

Job Description Client Acquisition Manager About Ridgewood Investments: Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The Opportunity: We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Executive (Client Advisor) Position Overview World’s Client Advisors bring comprehensive risk management and employee benefit solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new employee benefits clients (small, medium, and large businesses) by leveraging World’s unique capabilities and broad market access. While your main focus is on designing and delivering employee benefits programs—including medical, dental, vision, life, disability, and voluntary benefits—you are also empowered to help clients with complementary solutions such as commercial and personal lines insurance, 401(k) and retirement plans, and payroll and human resources outsourcing services. World’s investment in a full suite of insurance and business solutions means you can engage with organizations of any size and industry to deliver meaningful value to your clients. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • Drive account retention and maintain client relationships through renewal workflows. Our Employee Benefits Client Advisors . . . • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance, • . . . Demonstrate the highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, 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, World 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 World’s 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-AS1 Powered by JazzHR cpBAUow4zL

Job DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: • Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products, • Lead projects, implementing new processes, re-engineering and industrializing current processes. Ensuring handover and methodology documentation on the parameter review processes are up to date and signed off by management., • Propose innovative enhancements to valuation methodologies. Implementation through consultation with and validation from local and global risk and financial control groups., • Effectively manage relationships with Front Office, Risk and Research., • Communicate effectively with senior management the results of the IPVs and highlight ongoing issues., • Contribute to the evolution of the price verification processes. This includes identification of the instruments that create risk in the corresponding parameters and the assessment of alternative checking methods and sources. Analyze and question current processes and contribute to their improvement. Requirements: • Masters degree in Mathematics, Statistics, Engineering or Finance, • Relevant industry experience dealing with valuation and Independent Price Valuation, • In-depth Knowledge of valuation of all Fixed Income instruments including complex derivatives, swaptions, CDS, Repos, Loans, Interest Rate and Currency Swaps, Bond options, Corporate bonds and LATAM financial instruments., • Knowledge and understanding of options basics (Pricing/Models, Greeks, P&L effects, etc), • Excellent IT skills including VBA, Excel, Python, Power BI. Quick to assimilate new technology/systems and adapt into processes., • Strong written and oral communication, listening skills, • Knowledge of the best practice control framework for derivative valuation. For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • Integrity About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job DescriptionAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! Responsibilities: • Serve the client's best interests, providing outstanding financial advice guidance, • Effectively evaluate client situations and analyze their needs, • Develop and present a compelling set of recommendations, • Adept at building positive relationships with clients, • Skilled at influencing clients to improve their financial well-being Requirements: • Direct client-facing experience in a fee-based wealth management or planning role, • Results driven approach with a consistent track record to form relationships, • Desire for role with base salary, performance-based compensation and growing earnings potential, • Must possess an active Series 65, • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment, • A Clean U-4, • A Certified Financial Planner (CFP) or other certification is desired but not required Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes, • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations., • Determines Markets within Core Carrier Strategy, • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor., • Creates complete carrier submission and submits, • Obtains signed binding and notifies carriers, • Reviews binding documents for accuracy, • Contract Reviews, • Set up and maintain accurate account details, contacts, and policy information in EPIC, • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance, • Attach, organize, and name documents in EPIC, • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc., • Create activities in EPIC and assign to applicable team member, • Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review. Work Experience • 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications • Must hold state Property & Casualty insurance license Essential Skills/Competencies • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products., • Able to understand new technology platforms quickly., • Proficient in agency management systems (EPIC) and carrier sites., • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues., • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative, • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to solve difficult problems that are not routine, but not overly complex., • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them., • Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education • High School Diploma or equivalent experience. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $73,300 to $90,500. 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 https://www.worldinsurance.com/careers for more details. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. 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 Powered by JazzHR bhiLx6hOAF

Job Description The Senior Specialty Underwriter will be responsible for leading the strategy, underwriting performance, and portfolio management of alternative risk solutions, including captive insurance programs and niche specialty products. This role combines technical underwriting expertise, client advisory, and business development to deliver customized risk solutions for complex clients, with a focus on captives and specialty lines. Qualifications: • Bachelor’s degree in Finance, Risk Management, Insurance, or related field (MBA or advanced degree preferred), • 15+ years of underwriting experience, with focus on captives, alternative risk, or specialty lines, • Demonstrated experience structuring and managing captive programs, • Deep knowledge of captive insurance structures, reinsurance, and risk financing mechanisms, • Strong financial analysis and underwriting skills, • Familiarity with actuarial concepts and regulatory frameworks, • Proven leadership and team management experience, • Strong negotiation and relationship management skills, • Ability to communicate complex concepts to both technical and non-technical audiences, • Professional designations such as CPCU, ARe, or ARM preferred, • Experience working with global captive domiciles (e.g., Bermuda, Cayman Islands, Vermont) preferred, • Established broker and client network within specialty or alternative risk markets preferred Key Responsibilities: • Lead underwriting strategy for specialty programs, including structured solutions, and specialty risks, • Evaluate complex risk profiles, pricing adequacy, and coverage structures, • Oversee portfolio performance, including profitability, loss ratios, and capital efficiency, • Establish underwriting guidelines, authority levels, and best practices, • Design and structure captive insurance programs (single-parent, group, cell, and micro-captives), • Analyze feasibility studies, pro formas, and financial projections, • Partner with actuarial, legal, and regulatory stakeholders on program formation and governance, • Advise clients on optimal risk retention, reinsurance strategies, and capital deployment, • Serve as senior advisor to clients, brokers, and consultants on alternative risk strategies, • Lead negotiations on complex deals and program structures, • Build and maintain relationships with key brokers, captive managers, and reinsurers, • Identify and develop new business opportunities in specialty and alternative risk markets, • Collaborate with distribution teams to expand market presence, • Represent the organization at industry events, conferences, and client meetings, • Lead and mentor other underwriters, • Foster a high-performance, collaborative underwriting culture, • Provide technical guidance and referral support for complex risks, • Ensure compliance with applicable insurance regulations and captive domicile requirements, • Maintain strong governance and documentation standards, • Monitor industry trends and regulatory developments impacting specialty The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Key Competencies: • Strategic thinking and decision-making, • Highly motivated and take initiative, • Commercial acumen, • Innovation in risk solutions, • Client-centric mindset, • Collaboration and influence Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. Job Posting Disclaimer: Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. Fortegra is not accepting unsolicited resumes from search firms for this position. Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting. #LI-Onsite

Job Description Sourgum is transforming the $100B+ waste and recycling industry through cutting-edge technology that makes waste removal simpler, smarter, and more cost-effective. Our innovative haulsourcing platform powers high-quality waste and recycling services for businesses at significantly lower costs—saving our customers an average of 20%. Leveraging proprietary datasets, an advanced operating system, and a carefully curated network of 5,000+ trusted vendors, we help companies of all shapes and sizes streamline their operations while advancing sustainability efforts. We’re a fast-growing, venture-backed company (just closed our Series A!) on a mission to modernize an outdated industry — and we’re just getting started. Our investors include Spark Capital, Founder Collective, Suffolk Technologies, 186 Ventures, and River Park Ventures, the same funds that backed category-defining companies like Slack, Anthropic, Uber, Venmo, and Amazon Pharmacy. If you’re driven by the opportunity to build something groundbreaking, we’d love to meet you. The Team: The Product team sits at the intersection of Engineering, Design, Sales, Operations, and Customer Success, shaping the experiences that power both sides of our business: a SaaS platform and a services-based offering. We partner closely with leadership and cross-functional teams to translate business strategy into product vision, and customer needs into scalable solutions. Our goal is to build products and services that deliver measurable value, drive growth, and create exceptional customer experiences. The Role: As the Head of Product, you will own the strategy and execution of our entire product organization across both the SaaS and services sides of the business. This is a true player–coach role: you’ll lead and develop a small product team (currently two direct reports) while also serving as the Product Manager/Product Owner for our SaaS platform. You’ll be responsible for defining product vision, setting roadmap priorities, and ensuring tight alignment between product, engineering, and go-to-market teams—while staying deeply hands-on with discovery, delivery, and iteration for our core software product. You’ll act as a strategic partner to executive leadership, translating business objectives into product strategy and turning customer insights into shipped outcomes. What you’ll be doing: Own the end-to-end product strategy and roadmap across both the SaaS platform and services-based offerings Serve as the Product Manager/Product Owner for the SaaS business, leading discovery, writing requirements, grooming backlogs, and driving delivery with Engineering Lead, mentor, and develop a small product team while establishing scalable product processes and operating rhythms Define product vision, success metrics, and prioritization frameworks aligned to company goals Partner closely with Engineering, Design, Sales, Operations, and Customer Success to ensure alignment from ideation through launch Translate business needs and customer feedback into clear product requirements, user stories, and acceptance criteria Drive customer discovery through interviews, data analysis, and feedback loops to inform roadmap decisions Own release planning and go-to-market coordination in partnership with Sales and Customer Success Build and maintain product documentation, specs, and internal enablement materials Establish product KPIs and dashboards to measure adoption, engagement, and business impact Balance strategic leadership with hands-on execution—shipping product while building a high-performing product function Identify opportunities to improve operational efficiency and customer experience across both software and services Act as a trusted advisor to leadership by turning insights into actionable product recommendations The qualifications you need: 7+ years of experience in Product Management, with at least 2+ years leading or managing product teams, ideally in a SaaS environment Proven experience owning product strategy while also operating as an individual contributor Strong understanding of agile product development, including backlog management, sprint planning, and cross-functional delivery Experience building B2B software products from discovery through launch and iteration Ability to operate effectively in a player–coach capacity—comfortable zooming between strategy and execution Demonstrated success partnering closely with Engineering and business stakeholders to deliver outcomes Strong product instincts paired with data-driven decision-making Excellent communication and stakeholder management skills, with the ability to align diverse teams around a shared vision Comfort working in ambiguity and fast-moving, high-growth environments Bonus: experience working with or building products that support services-based or operational workflows Benefits Company stock options as part of your compensation package, giving you the opportunity to share in our company's success and build long-term financial growth. A positive and collaborative work environment with a focus on innovation and sustainability. Flexible/Unlimited PTO Comprehensive benefits package including health insurance (medical, dental, vision, LTD, Life Insurance, etc.), retirement plans (401K). Access to hundreds of gyms, studios, and wellness apps—all through one easy membership provided by your Wellhub. Yearly Personal Development Budget Opportunities for professional development and career advancement within a growing company. Compensation Range: $220K - $300K

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

Job Description Position Title: Financial Planning Consultant Reports to: Sr. Vice President Department: Simplicity Wealth: Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposals and conducting investment portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Independent Financial Advisors get properly Invested in the Stock Market. Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Review, Investment Proposal Generation & Planning, Quality Assurance, Internal Projects and Advisor Coaching & Training. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video). · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting. · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform. · Services planning-related requests with a focus on providing a high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree · 2+ years’ experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) (Required) · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) · Industry Licenses preferred: Series 65, CFP, CHFc or willingness to obtain any of these is a plus · Favors direct communication & possesses an ability to receive constructive feedback · Able to uphold the firm’s purpose, vision, and values and has high ethical standards Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills · Strong mathematical and analytical skills · Excellent communications skills; both verbal and written · Collaborative and able to work effectively with others · Flexible team player who is highly adaptable to change and open to new ideas · Personable attitude and willingness to build relationships with Advisors · Desire to learn a wide array of subject matter · Self-starter with ability to work independently · Problem-solving/troubleshooting ability · Ability to prioritize and/ or seek assistance in determining task priority · Willingness to take initiative and proactively follow up with clients without being asked Compensation & Benefits: Compensation (based on experience & licenses) • Annual base salary: $65,000 -$80,000, exempt, • Annual performance bonus target: 10%, • Variable / Team Compensation eligible Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking *This role is an in-office position: 475 Springfield Ave, Summit, NJ 07901 Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description oXya is an independent provider of cloud and managed services, specializing in SAP technical services and cloud solutions. We support midsize and global enterprises in increasing the efficiency, stability, and flexibility of their mission-critical IT systems. Our dedicated teams of experts operate as an extension of our clients’ IT organizations, delivering hands-on technical expertise and long-term partnership. As an independent advisor, we help clients select the most appropriate technical solutions for their business needs — and manage those solutions end-to-end. oXya runs SAP and related systems across a variety of environments, including private cloud, AWS, Microsoft Azure, and Google Cloud, ensuring secure, reliable, and high-performing operations. About the Role oXya is seeking an experienced SAP S/4HANA Functional Lead – Finance (FI/CO) to drive Finance transformation initiatives and lead cross-functional delivery across enterprise SAP S/4HANA programs. In this role, you will own the Finance workstream and provide end-to-end leadership across Financial Accounting (FI) and Controlling (CO) within SAP S/4HANA environments. You will bring deep implementation experience across the full lifecycle, including design, configuration, integration, testing, go-live, and post-go-live support. This role is central to oXya transformation strategy. You will serve as a cross-functional orchestrator, ensuring alignment across FI, CO, and integrated modules such as MM, SD, Procurement, and Supply Chain. In addition, you will act as a trusted advisor to clients, guiding Finance transformation strategy, conversion approaches, and industry best practices. You will also represent oXya in pre-sales and solutioning activities, helping shape implementation approaches and contributing to the growth and maturity of our S/4HANA consulting practice. KEY RESPONSIBILITES: FUNCTIONAL LEADERSHIP & S/4 HANA CONVERSION EXECUTION · Own and lead all Finance-related S/4HANA conversion activities: CVI, Simplification Items, ACDOCA design, CO-PA, Universal Journal alignment, and functional remediation. · Ensure seamless integration of FI-CO with other modules (SD, MM, PP, PS, TM, EWM) and external systems. · Deliver full-cycle SAP S/4HANA implementations using Agile and SAP Activate methodologies, including rollouts, conversions, data migrations, and enhancement projects. · Lead workshops, blueprinting, functional design, testing cycles, cutover planning, and hypercare. · Drive the Record-to-Report (R2R) scope with a strong focus on Accounts Payable (AP), Accounts receivable, General ledger (GL). · Validate and guide functional impacts across Z-developments, interfaces, and custom processes. · Produce high-quality functional specifications for WRICEF objects and ensure alignment with technical teams. · Lead functional testing cycles with structured documentation and traceability. · Identify process improvements, automation opportunities (RPA), and best practices. · Work with SAP Fiori apps, Analytical apps, CDS views, and Embedded Analytics for real-time insights. PROGRAM & DELIVERY GOVERNANCE · Act as the functional authority of S/4HANA programs (Brownfield, Bluefield). · Ensure alignment with SAP Activate methodology and oXya delivery standards. · Anticipate risks, cross-module impacts, and propose sustainable remediation strategies. · Support cutover planning, mock conversions, data validation, and readiness assessments PROGRAM & DELIVERY GOVERANCE · Act as the functional authority of S/4HANA programs (Brownfield, Bluefield). · Ensure alignment with SAP Activate methodology and oXya delivery standards. · Anticipate risks, cross-module impacts, and propose sustainable remediation strategies. · Support cutover planning, mock conversions, data validation, and readiness assessments. PRE-SALES & RFP CONTRIBUTION · Participate in pre-sales cycles, discovery workshops, and solution demonstrations. · Shape proposals and RFP responses related to Finance transformation and S/4HANA conversion. · Translate complex SAP concepts into clear, business-oriented guidance for Finance and IT stakeholders. · Act as the trusted advisor for clients on S/4HANA roadmap, Finance transformation, and conversion strategy. LEADERSHIP & PRACTICE DEVELOPMENT · Contribute to the development of oXya’s S/4HANA methodology, templates, and internal knowledge base. · Mentor junior consultants and support capability building within the FI/CO and cross-functional teams. · Stay current with SAP S/4HANA innovations, roadmap updates, and Finance best practices. COLLABORATION & CLIENT ENGAGEMENT · Work closely with internal teams (BASIS, ABAP, delivery) and other functional domains · Engage with diverse stakeholders across Finance, IT, Procurement, and Supply Chain & other functional areas as needed. · Lead client workshops, requirements gathering sessions, and functional design reviews · Act as a Trusted Advisor, translate complex challenges into clear guidance and support client decision-making EDUCATION/EXPERIENCE REQUIREMENTS · Bachelor’s degree in Information Systems, Finance, Accounting, or a related field.10+ years of experience in SAP FI/CO, including strong exposure to multi-client or AMS environments. · 10+ years of SAP FI/CO experience, including exposure to multi-client environments and/or AMS delivery models. · Strong S/4HANA Finance expertise, including Universal Journal (ACDOCA), CO-PA, CVI, and Simplification Items. · Proven experience participating in multiple SAP S/4HANA conversions (Brownfield or Bluefield), including functional lead responsibilities. · Strong understanding of end-to-end integration across FI, CO, MM, SD, Procurement, and Supply Chain. · Experience leading workshops, functional design sessions, testing cycles, and cutover activities. · Ability to develop detailed functional specifications and validate technical deliverables (WRICEF). · Expertise in key Finance processes and concepts, including New GL, Document Splitting, Parallel Accounting, Margin Analysis, Financial Closing, Treasury, and Revenue Accounting. · Strong knowledge of Financial Closing, Treasury, and Revenue Accounting · Understanding of SAP BTP, Clean Core principles, and extensibility frameworks. · Strong communication, presentation, and stakeholder management skills with the ability to lead in complex client environments. · Willingness to travel up to 20% across the US. NICE TO HAVE · SAP certification in SAP S/4HANA Finance · Experience integrating SAP with: SAP SuccessFactors SAP Concur Other enterprise platforms · Familiarity with SAP Cloud ALM for change tracking and incident management · ITIL certification or experience working in an ITIL-aligned delivery model · Experience working with JIRA/Confluence, Service now and other traceability tools. Why Join Us · Build Real-World Expertise: Gain hands-on experience working in complex, enterprise-grade SAP environments that power global business operations. · Learn from the Best: Collaborate with a diverse and experienced team of SAP professionals committed to mentoring and sharing knowledge. · Work with Modern Technologies: Engage with cutting-edge cloud platforms and infrastructure solutions (e.g., AWS, Azure, SAP BTP, SAP HANA) that are shaping the future of enterprise IT. · Accelerate Your Career: Lay the foundation for long-term success in SAP and IT by developing skills that are in high demand across industries. All qualified applicants will receive consideration for employment without regard to race, color, religion, place of origin, ethnic origin, national origin, ancestry, age, sex, sexual orientation, gender identity, transgender status, genetic information, mental or physical disability, marital status, pregnancy, veteran status, or any other characteristic protected by applicable national, state, or local law.

Job Description Saturna Capital is a values-based asset manager specializing in mutual funds, ETFs, and separate accounts with a focus on sustainable and socially responsible investing. We partner with financial advisors and institutions to help investors pursue long-term, principled growth. The Advisor Relations role is responsible for generating sales of Saturna Capital–affiliated mutual funds, ETFs, and separate accounts to financial advisors, with a particular focus on RIAs in the Northeast region. This position builds new relationships, deepens existing ones, and drives asset growth by delivering exceptional service and technical product expertise. Location: Remote position/ East Coast territory/ Travel required Expected Starting salary range: $85,000 – 110,000 annual base wage Full range (with tenure): $85,000 – 145,000 annual base wage Primary duties include: • Manage an assigned territory and generate sales to meet established objectives., • Identify advisor prospects and establish new relationships across RIA, wirehouse, and independent broker-dealer channels., • Cultivate relationships and provide ongoing service to existing Saturna clients., • Determine key relationships within the territory and develop plans to increase client AUM., • Cross-sell Saturna services, including retirement plans and trust services, • Present technical product knowledge in a clear, compelling, and innovative way to advisor audiences., • Data-mine and maintain accurate activity records and pipelines using HubSpot., • Adhere to company policies and industry rules and regulations related to securities and investment products. Required Education and Experience: • Bachelor’s degree or an equivalent combination of education and experience., • FINRA SIE Exam, Series 7, and Series 66 licenses, • Established relationships across Wirehouse, IBD, and RIA channels strongly preferred., • Working knowledge of Saturna products and mutual funds, • Strong MS Word and Excel Skills; familiarity with Apple computers preferred, • Strong portfolio analytic skills and comfort with logic-based discussions., • Proven sales background, preferably in mutual funds, separate accounts, or other financial industry products., • Thorough understanding of values-based and sustainable investing strategies and products., • Willingness and ability to travel extensively, including some weekends (approximately 25–50%)., • Excellent written and verbal communication skills., • Strong presentation and closing skills., • Ability to work independently and manage time and priorities effectively., • Strong work ethic and personal values consistent with Saturna’s Core Values., • Candidates must be able to successfully complete pre-employment screening requirements such as a logic test, fingerprints, criminal background and credit check. Our Employee Benefits package includes: • 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee, • Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities, • Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness, • 401k with generous match, • Profit sharing and annual performance bonuses, • 11 personal and 10 vacation paid days off after first year of service, • 10 paid holidays (per NYSE holiday schedule), • Paid Parental and Bereavement leaves, • Up to $2,000 per month in childcare/tuition assistance, • Adult continuing education and professional development assistance, • Home-buyer assistance program Saturna Capital Corporation, established in 1989 in Bellingham, Washington, USA, is an independent, employee-owned investment advisor based in Bellingham, Washington, managing approximately $9 billion in assets for clients under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. Saturna Capital is adviser to the Amana Mutual Funds Trust, the oldest and largest family of funds in the US that follow principles of Islamic finance. Saturna Capital is also adviser to the US-based Saturna Funds. We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job Description oXya is an independent provider of cloud and managed services, specializing in SAP technical services and cloud solutions. We support midsize and global enterprises in increasing the efficiency, stability, and flexibility of their mission-critical IT systems. Our dedicated teams of experts operate as an extension of our clients’ IT organizations, delivering hands-on technical expertise and long-term partnerships. As an independent advisor, we help clients select the most appropriate technical solutions for their business needs — and manage those solutions end-to-end. oXya runs SAP and related systems across a variety of environments, including private cloud, AWS, Microsoft Azure, and Google Cloud, ensuring secure, reliable, and high-performing operations. About the Role As part of our growth, we are seeking a SAP BTP Integration Specialist responsible for designing, implementing, and managing SAP Business Technology Platform (BTP) solution to support our client’s digital transformation efforts. KEY RESPONSIBILITIES · Analyze client business and technical requirements to design tailored SAP BTP solutions that support enterprise integration and digital transformation initiatives. · Design and implement end-to-end integration architectures between SAP and non-SAP systems using SAP BTP services. · Configure and customize applications, integrations, and extensions using SAP BTP capabilities including Integration Suite, Extension Suite, and SAP HANA Cloud. · Demonstrate deep expertise in SAP Integration Suite, including Cloud Integration (CPI), API Management, Open Connectors, Event Mesh, and B2B/EDI integrations. · Define and implement integration governance frameworks, architectural standards, and reusable integration templates within SAP BTP to ensure consistency, scalability, and best practices. · Enable hybrid cloud and on-premise integrations while building secure APIs and event-driven architectures using SAP API Management and Event Mesh. · Build and manage integrations between SAP S/4HANA, SAP ECC, SuccessFactors, Ariba, Concur, and third-party platforms such as Salesforce, Workday, and ServiceNow. · Design scalable, resilient, and secure architectures leveraging modern DevOps practices including CI/CD pipelines, automation, and cloud deployment strategies. · Monitor, troubleshoot, and optimize integrations and applications using SAP BTP monitoring tools, ensuring high performance, reliability, and cost-efficient cloud workloads. · Stay current with SAP BTP platform innovations, roadmap developments, and industry best practices to continuously enhance client solutions. · Collaborate with SAP BASIS, Network, DevOps, application teams, and other technical stakeholders to ensure seamless solution delivery and operational excellence. · Partner with the Sales and Pre-Sales teams to support client engagements, including solution architecture discussions, technical presentations, proposal development, and effort estimation for SAP BTP opportunities. PROJECT / CHANGE MANAGMENT · Manage the full lifecycle of SAP BTP solutions, from design and architecture through deployment and support. · Lead delivery of SAP BTP solutions in project-based environments while ensuring timelines, quality standards, and budgets are met. · Develop project documentation including architecture designs, integration plans, and operational guides. · Support change management efforts by providing training and transition support for clients adopting SAP BTP solutions. · Participate in Agile or Scrum-based delivery environments when applicable. COMMUNICATION / PRESENCE · Serve as a subject matter expert for SAP BTP across the organization. · Act as the technical liaison between internal teams, clients, and external partners. · Mentor and guide team members on SAP BTP technologies and integration best practices. · Conduct workshops and knowledge-sharing sessions to strengthen internal expertise. ADDITIONAL ROLE SPECIFIC REQUIREMENTs Industry Experience (Preferred) · Experience working with SAP BTP solutions within industries such as manufacturing, retail, or financial services is considered a plus. Integration and Middleware Tools (Preferred) · Experience with middleware or iPaaS platforms such as MuleSoft, Boomi, or Azure Integration Services is beneficial. EDUCATION/EXPERIENCE REQUIREMENTS · Bachelor’s degree in computer science, Information Technology, or a related field. · Minimum 6+ years of SAP experience, including 3–5 years of hands-on SAP BTP experience. · Proven experience delivering complex SAP BTP implementations including integration, extension development, or analytics solutions. · Strong expertise in SAP Integration Suite, API Management, and BTP services. · Experience with SAP Fiori/UI5 development, SAP HANA Cloud, and cloud-native technologies such as Kubernetes or Docker is preferred. · Familiarity with DevOps practices including CI/CD pipelines, automation, and modern deployment strategies. · Understanding of SAP cloud security and compliance standards. · SAP BTP certification or related certifications are highly desirable. Why Join Us Build Real-World Expertise: Gain hands-on experience working in complex, enterprise-grade SAP environments that power global business operations. Learn from the Best: Collaborate with a diverse and experienced team of SAP professionals committed to mentoring and sharing knowledge. Work with Modern Technologies: Engage with cutting-edge cloud platforms and infrastructure solutions (e.g., AWS, Azure, SAP BTP, SAP HANA) that are shaping the future of enterprise IT. Accelerate Your Career: Lay the foundation for long-term success in SAP and IT by developing skills that are in high demand across industries. All qualified applicants will receive consideration for employment without regard to race, color, religion, place of origin, ethnic origin, national origin, ancestry, age, sex, sexual orientation, gender identity, transgender status, genetic information, mental or physical disability, marital status, pregnancy, veteran status, or any other characteristic protected by applicable national, state, or local law.

Job Description Fortegra is seeking an Internal AI Forward Deployed Software Engineer to stay ahead of cutting-edge AI developments, rapidly prototype proofs-of-concept (POCs), and advise our organization's various technology teams on integrating the best AI solutions into their platforms and products. You'll be the go-to expert in bridging emerging AI technologies with our internal tech needs, enabling nimble adoption across teams and deploying AI apps in production. Roles and Responsibilities • Monitor and stay current with the AI technology landscape, including new models, frameworks, tools, and research across areas such as LLMs, multimodal AI, agentic systems, and orchestration platforms, to inform internal recommendations and solution design., • Operate with flexibility across software and data initiatives, contributing where business needs and priorities are most critical. Adapting readily to support both software engineering and data-focused projects as priorities and requirements shift will be integral to the role. Data-focused projects involve supporting our data infrastructure in terms of platform enhancements or building new data processes to support business needs., • Engage with internal stakeholders to identify high-value AI opportunities, define use cases, and rapidly prototype tailored solutions that integrate with our APIs, data pipelines, and internal platforms for workflows such as analytics, automation, and decision support., • Advise teams on the selection and implementation of AI solutions by assessing trade-offs across accuracy, latency, scalability, security, and cost, and guide the evolution of prototypes into production-ready applications., • Own end-to-end delivery of AI initiatives, from ideation and scoping through prototyping, testing, deployment, monitoring, and iterative optimization in internal production environments. Build a sharp eye for continuously validating AI-driven processes and evaluating their outputs for accuracy, effectiveness, and trustworthiness., • Identify reusable patterns, shared components, and platform enhancement opportunities emerging from AI projects, and partner with core engineering teams to improve maintainability, scalability, security, and operational resilience., • Conduct workshops, demos, and knowledge-sharing sessions to educate teams on AI best practices, emerging tools, and Fortegra's evolving AI capabilities, helping drive organization-wide adoption and responsible usage., • Operate effectively across multiple high-priority initiatives, contributing as an engineer, technical advisor, researcher, and communicator in a fast-moving and often ambiguous environment. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Required Skills and Qualifications • Bachelor’s degree in Computer Science or a related field required; Master’s degree in Computer Science or a related discipline with a focus on AI or machine learning is preferred., • 3 to 5 years of software engineering experience, including hands-on development of AI-enabled applications and solutions using modern cloud-based AI platforms such as Azure Machine Learning or Azure AI Studio. Experience with Azure is strongly preferred., • Proven track record of rapidly building POCs and advising on AI integration strategies, with strong knowledge of current AI trends, leading model families, evaluation approaches, and practical enterprise use cases., • Experience with developer tooling such as Claude Code, GitHub Copilot, and Cursor is required., • Strong full-stack engineering skills, including proficiency in React-based web development and the ability to review, understand, and refine AI-generated code. Experience designing or implementing agentic workflows is highly valued. Familiarity with FastAPI is preferred., • Experience working with frontier models from providers such as OpenAI, Anthropic, and Google within a Git-based development environment. Familiarity with GitHub-based CI/CD workflows and the use of AI tools for automated testing, including tools such as Playwright, is strongly preferred., • Demonstrated ability to work with speed and flexibility across multiple priorities, debug complex AI-driven systems, and deliver effective solutions under tight timelines., • Strong communication and stakeholder management skills, with the ability to work effectively in matrixed organizations and translate complex technical concepts for both technical and non-technical audiences., • Clear commitment to continuous learning, with an established habit of staying current on AI developments through research papers, newsletters, hands-on experimentation, and industry forums. Preferred Qualifications: • Insurance or Financial Services domain experience, • Experience building AI-enabled products or developer tooling, • Familiarity with LLMs, AI agents, and prompt engineering, • Experience with serverless and cloud-native architectures What Makes This Role Unique: • Work in an AI-first engineering environment, • Use modern AI developer tools to dramatically accelerate development, • Join a high-impact engineering team focused on rapid innovation Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. The anticipated salary for this position is $110,000 - $190,000 per year, based on qualifications and experience. FORTEGRA IS NOT ACCEPTING UNSOLICITED RESUMES FROM SEARCH FIRMS FOR THIS POSITION. Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or assume sponsorship of employment visas at this time. We welcome applicants of all backgrounds and national origins. Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting. #LI-Onsite

Job DescriptionPosition Objective This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events. This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism. Typical Duties and Responsibilities Client Relationship & Account Management • Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork, • Respond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teams, • Monitor client satisfaction and identify opportunities to enhance service delivery, • Track service timelines, reviews, renewals, and compliance requirementsAdvisor & Operational Support, • Serve as primary administrative support to advisors, • Prepare client reviews, investment updates, and reporting materials, • Maintain CRM (Redtail) and client documentation, • Track transfers (ACATs, annuities, asset movements) and follow up on status, • Develop and maintain documented workflows and internal processesClient Deliverables & Reporting, • Prepare performance reports, benchmarking analysis, and fiduciary documentation, • Compile quarterly monitoring reports and meeting materials, • Ensure timely and accurate completion of all client deliverables, • Assist with fee analysis and plan design updatesAdministrative & Coordination, • Schedule meetings and manage advisor/client calendars, • Prepare and assemble proposals, implementation paperwork, and presentations, • Print, bind, and package client deliverables, • Maintain organized electronic and physical client filesMarketing & Digital Operations, • Conduct daily website reviews; update content, resolve issues, and manage inbound leads, • Execute advisor outreach campaigns using LinkedIn Sales Navigator, • Manage firm social media (LinkedIn, Facebook), including content creation and engagement tracking, • Monitor marketing platforms (e.g., FMG Suite) and publish approved contentMarketing Campaigns & Communications, • Coordinate and execute weekly and monthly email campaigns (market commentary, advisor communications), • Upload, review, and publish approved content in compliance with regulatory requirements, • Maintain email distribution lists (Constant Contact / Redtail integration), • Track campaign performance and engagement metricsMarketing Analytics & Reporting, • Analyze weekly social media and website performance (followers, impressions, clicks, traffic), • Maintain and update marketing scorecards and reporting dashboards, • Identify trends and recommend improvements to engagement strategiesEvents & Business Development Support, • Coordinate advisor training events, client events, and firm-wide meetings, • Manage logistics including venue, registration, materials, vendors, and communications, • Support marketing collateral development (flyers, presentations, postcards, campaigns), • Coordinate co-branded marketing initiatives and external vendor partnershipsAdditional Responsibilities, • Develop, document, and improve internal systems and processes, • Assist with RFP responses and business development initiatives, • Complete special projects and other duties as assigned Position Requirements • Strong understanding of financial services and securities industry regulations, • Excellent analytical, organizational, and time management skills, • Strong attention to detail and accuracy, • Exceptional interpersonal and communication skills, • Proficiency in CRM systems, marketing platforms, and Microsoft Office tools, • Ability to manage multiple priorities under tight deadlines, • High level of professionalism and client service orientation, • Highly organized and detail-oriented, • Proactive and solutions-driven, • Strong collaborator and communicator, • Client-focused with a service-oriented mindset, • Comfortable balancing operations, client service, and marketing responsibilities Perks & Benefits • 401(k) with Employer Match, • Health Insurance (with HSA option), • Dental Insurance, • Vision Insurance, • Life Insurance, • Paid Time Off Policy, • Flexible Spending Account (FSA), • Healthy Work/Life Balance, • Paid Parental Leave, • Remote Work Opportunity About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members. Stimulating Environment At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? • Great company culture with an awesome team-oriented atmosphere!\, • Mentorship Opportunities, • Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective), • Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development, • Friendly and collaborative work environment, • Employee perks including employee appreciation and charitable giving/volunteering opportunities Compensation This is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? • Great company culture with an awesome team-oriented atmosphere!, • Mentorship Opportunities, • Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective), • Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development, • Friendly and collaborative work environment, • Employee perks including employee appreciation and charitable giving/volunteering opportunities World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. #LI-NH1 Powered by JazzHR RXgztPMIjg

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Commercial Lines Sales Executive (Client Advisor) Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, 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, World 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 World’s 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-AS1 Powered by JazzHR SuA5zEHXvz

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

Job Description Position Overview: The Chief Financial Officer will provide overall leadership for the company’s financial strategy, infrastructure, and day-to-day finance operations. As a trusted advisor to senior leadership, this individual will help guide business performance, strengthen financial discipline, and support continued growth initiatives. The ideal candidate is both strategic and hands-on, with the ability to lead at a high level while remaining closely involved in execution, process improvement, and operational decision-making. Employment Type: Full-Time Work Arrangement: Fully In-Office (Mon-Fri) Base Salary: $260k - $280k Key Responsibilities: • Direct all areas of finance, including accounting, financial planning and analysis, treasury, tax, audit, compliance, and reporting., • Lead the company’s budgeting, forecasting, and long-term planning processes, establishing metrics to monitor performance and drive accountability., • Oversee cash management, liquidity planning, lender relationships, debt obligations, and related covenant requirements., • Maintain strong internal controls and ensure compliance with GAAP, regulatory standards, and external audit requirements., • Partner with business leaders to improve profitability, evaluate pricing, and enhance operational performance across the organization., • Manage working capital performance, including oversight of billing, collections, receivables, and cash conversion initiatives., • Identify opportunities to streamline operations, reduce costs, and improve overall financial efficiency., • Evaluate and enhance systems, reporting tools, and automation capabilities to support scale and better decision-making., • Play a key role in strategic initiatives such as acquisitions, refinancing efforts, and broader capital planning activities., • Build, lead, and develop a high-performing finance team and related functional leaders., • Oversee key external relationships, including banks, auditors, advisors, vendors, and other strategic partners. Qualifications: • 10-15+ years of progressive finance leadership experience, including prior CFO or equivalent senior finance leadership roles., • CPA preferred., • Strong background in banking relationships, debt management, refinancing, and capital planning., • Demonstrated success improving cash flow, enhancing profitability, reducing expenses, and driving operational efficiencies., • Experience leading finance organizations within middle-market, entrepreneurial, or growth-oriented companies., • Proven ability to implement new systems, automate processes, and improve reporting capabilities., • Strategic thinker with a hands-on leadership style and the ability to operate effectively at both executive and tactical levels.

Job Description World Insurance Associates (“World”) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S., with nearly 3,000 employees across more than 300 offices in North America and the U.K. World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll and HR solutions. Our collaborative platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with clients’ lifestyles and financial goals. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. Primary Responsibilities • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts, • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners, • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions, • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close, • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability, • Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate Qualifications • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals, • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner, • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes, • Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business Preferred, but Not Required • Experience selling personal insurance through a top brokerage or private client group, • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot), • Experience building and presenting professional client proposals or coverage presentations Compensation As a Personal Lines Client Advisor, compensation is directly tied to your effort, performance, and book growth. We offer a base salary plus commissions, along with a comprehensive benefits package that includes a 401(k) with immediate vesting. • Base salary range: $60,000 to $200,000+, • Base salary is determined by experience and revenue-driving capability, • Base salary increases as your book of business grows, with significant upside potential well beyond the stated range Equal Employment Opportunity World celebrates and supports diversity among its employees. We believe that a workplace rich in diverse experiences, perspectives, and ideas allows both our people and our organization to thrive. World is proud to be an equal opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities, unless doing so would create undue hardship. Notice to Executive Search Firms and Staffing Agencies World Insurance Associates does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered the property of World, and no referral fees will be paid. #LI-AS1 Powered by JazzHR VE2eKrLius

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates, • Eligibility for the FDE G3 Profit-Sharing Program, rewarding team members based on company and store performance outcomes Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount #ANE1

Job DescriptionCareer Renew is recruiting for one of its clients a People Operations & Office Coordinator - this is a hybrid role in Jersey City. Salary range: 100-125K USD plus benefits. Our mission is to transform how money moves. We believe stablecoins will underpin a new financial fabric, one that is faster, more global, and more efficient than today’s siloed systems. That is why we are building AUSD and the Agora stack—a full-service platform that makes issuing, managing, and integrating stablecoins seamless for developers, fintechs, and institutions. We’re backed by world-class investors including Paradigm and Dragonfly, and we’re growing a team to reimagine how value moves online. ABOUT THE TEAM We bring the discipline of high-performance finance teams and the creativity of a fast-moving crypto-native startup. We’re a small, mission-driven group of builders who move fast, sweat the details, and hold a high bar for excellence. You’ll be joining a tight-knit team that values clear thinking, extreme ownership, and high-velocity decision making. ABOUT THE ROLE As our People Operations & Office Coordinator, you are our engine room. This is a high-leverage role designed for a "super-generalist" who thrives on operational excellence rather than abstract HR strategy. You will be the "glue" that keeps our team running, acting as a trusted advisor to employees and a direct source of leverage for our Founder. You are someone who finds genuine satisfaction in "closing the loop"—whether that’s ensuring a complex payroll run is flawless, organizing a world-class team off-site, or solving a sensitive internal issue before it reaches the Founder's desk. KEY RESPONSIBILITIES Founder Leverage & Admin: Act as the primary point of contact for administrative tasks, expenses, and office logistics. You are here to clear the path so the leadership team can stay focused on building. Payroll & Finance Ops: Take full ownership of monthly payroll and benefits administration. You’ll manage expenses and ensure our financial "house" is in order from an employee perspective. The "Safe Harbor" for HR: Act as an approachable, confidential point of contact for the team. You’ll handle employee queries and HR issues with common sense and empathy, especially when team members need a neutral space to talk. Event & Culture Logistics: Plan and execute high-impact team off-sites and on-sites. From travel logistics to catering, you ensure our culture thrives in person and remotely. HR Generalist Tasks: Own the "nuts and bolts" of the employee lifecycle—onboarding, offboarding, contract management, and maintaining our internal documentation. WHO YOU ARE Execution-Focused: You aren't interested in corporate "fluff." You want to get things done and you take pride in the accuracy of your work. Operationally Minded: You have 5–10 years of experience in a startup, finance, or fast-paced professional environment. You have a "no task too small" mindset. Trusted & Discrete: You can handle sensitive information and personal employee issues with the utmost maturity and confidentiality. Detail-Obsessed: You sweat the details, whether it’s a decimal point in a spreadsheet or the timing of a flight for a team event.

Job DescriptionCompany Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Apprentice Teacher position provides a unique opportunity for talented individuals with limited or no teaching experience to explore the field of education and to gain hands-on practice and the training necessary to become a successful full-time classroom teacher. Apprentice Teachers will have an opportunity to observe best practices in classroom instruction and education reform from experienced teachers and school leaders at a leading charter management organization. Apprentice Teachers observe and learn from Master Teachers, co-teach with teacher-leaders, provide in-house substitute teaching coverage for teachers, and support teachers with tutoring, grading, and individual or small group student instruction. Depending on school needs and candidate background, Apprentice Teachers may also teach their own class of students, allowing for direct teaching experience within a more limited teaching load. Apprentice Teachers will also assist with a variety of work inside and outside of the classroom, including teaching Enrichment classes, organizing student events, and developing mentoring relationships with students. Through full participation in summer and school-year professional development, as well as regular meetings with an instructional coach, Apprentice Teachers will have many opportunities to gain the experience and support necessary to develop their teaching skills. By the end of the year, Apprentice Teachers will be very strong candidates for full-time teaching positions. SPECIFIC RESPONSIBILITIES • Teach classes on behalf of Deans and teacher-leaders who are observing other teachers;, • Provide substitute teaching coverage for teachers within the school;, • Potentially teach one class or small groups of students;, • Periodically plan and deliver instruction, gradually taking on more responsibility throughout the year;, • Develop teaching skills to potentially become a full-time teacher at the school;, • Support students by providing one-on-one and small group tutoring daily, and small group intervention and student support;, • Observe Master Teachers in order to improve instructional techniques and classroom management;, • Meet regularly with a coach to implement feedback on lessons and instruction;, • Teach or help coordinate an Enrichment class;, • Assist teachers with instruction, assessments, grading, and other classroom responsibilities; As appropriate, perform all duties expected of classroom teachers, including but not limited to: • Implementing curricula and activities to meet academic standards;, • Designing and implementing assessments that measure progress towards academic standards;, • Using assessment data to refine curriculum and inform instructional practices;, • Participating in collaborative curriculum development, grade-level activities, and school-wide functions, events, and trips;, • Providing consistent rewards and/or consequences for student behavior;, • Serving as an advisor to a small group of students;, • Helping to co-lead advisory/homeroom in the morning and afternoon;, • Supervising students during transitions, breakfast, lunch and afterschool;, • Being accountable for students’ mastery of academic standards;, • Communicating effectively with students, families, and colleagues;, • Participating in an annual three-week staff orientation and training.Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation Compensation for this role is $59,000. Benefits • Generous paid time off inclusive of sick time, paid holidays, and 10 weeks of paid breaks (Spring, Winter, and Summer)., • Extensive, best-in-class training and development, • Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA), • Financial Planning, • New Jersey Pension program, • Paid leave of absence options (parental, medical, disability, etc.), • Mental health and counseling support + wellness benefits *A detailed list of all benefits is located HERE. At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email recruitment@uncommonschools.org.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based , non ‑ discretionary investment advisory solution built on trust, personalized service, and Schwab's disciplined approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs. This role is ideal for someone who thrives in a fast-moving , relationship ‑ driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long ‑ term relationship success. Through our Wealth Management Institute, mentorship, and ongoing coaching, you'll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What you have Required Qualifications Prioritization Management : Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely , accurate service delivery. Proactivit y: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward. Coachability : Actively seeks , receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Adaptabilit y: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment. Additional requirements: Active and valid FINRA Series 7 Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment) Understands core investment products and markets Applies regulatory and client ‑ facing fundamentals Preferred Qualifications: Experience servicing client relationships in financial services Bachelor's degree or equivalent professional experience In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement * Health, dental, and vision insurance

Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee ‑ based, non ‑ discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing. You'll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long ‑ term goals. This role is ideal for someone who thrives in a relationship ‑ driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long ‑ term retention, and advisory excellence. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What you have Required Qualifications Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Time Management: Ability to prioritize client meetings, planning work, and follow ‑ through while clearly setting expectations, timelines, and next steps with clients and partners. Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long ‑ term outcomes. Coachability: Actively seeks , receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness. Self ‑ Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well. Additional Requirements Bachelor's degree Active FINRA Series 7 license May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA ® designation holders, verified before hire . Active FINRA Series 66 license (or equivalent) May be obtained within the first 120 days Preferred Qualifications CFP® or CFA ® In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee ‑ based, non ‑ discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing. You'll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long ‑ term goals. This role is ideal for someone who thrives in a relationship ‑ driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long ‑ term retention, and advisory excellence. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What you have Required Qualifications Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust. Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives , risk profile, and long-term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience. Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations. Additional Requirements CFP® designation or CFA® designation Bachelor's degree Active FINRA Series 7 license May be obtained with a 120-day condition of employment Active FINRA Series 66 license (or equivalent) May be obtained within the first 120 days In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. A few benefits our employees enjoy • Day‑one coverage: medical, dental, and vision plans so you’re protected from the start, • A 401(k) with a 4% company match to keep your future on track, • Discretionary time off - take the time you need, when you need it, • Employer‑paid life insurance, with the option to add extra coverage for peace of mind, • Employee Assistance Programs for confidential support when life gets complicated, • Discounted pet insurance (because furry family members count, too), • A fitness credit to back your health and wellness goals, • Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary We are growing our Platform Engineering team and are looking to add a Data Engineer who will be able to help build our internal data platform. This data platform is central to ensuring that our software development and data analytics teams have governed access to the data they need. As a Data Engineer on the Platform Team, you will be a part of driving the design, development, and implementation of our data platforms. Your responsibilities include partnering with the architect and engineering teams in developing our platform, as well as providing best practices and approaches to ensure security, resiliency, and availability of solutions. You will be challenged to create strategies that ensure the secure consumption of the platform through continuous innovation, simplification, and self-service automation. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. Compensation: The salary range for this position is between $125k and $140k, depending on experience level. Primary Responsibilities • Participate in all initiatives keeping all compliance, security and regulatory needs satisfied, • Be a thought leader by staying abreast of current and emerging technologies and industry trends., • Work with your peers to design and build data platform capabilities and incorporate the necessary automations and tool configurations that ensure agile delivery and secure consumption, • Design and implement processes and tools that enable product engineering and BI/Analytics teams to consume an extensible and scalable data platform, which enforces all needed governance and consistent operational models, • Be a trusted advisor for initiatives by providing objective, practical, and relevant ideas, insights, and advice while also building organizational partnerships and networks to ensure comprehensive capabilities are developed with input from appropriate business and Engineering resources, • Directly support the use and delivery of data platform services in the organization, • Ensure that all data platform solutions follow established security and compliance controls, • Maintain existing and future software services code and configuration, • Make recommendations for improvements to existing architecture, • Help implement new technologies for future deployment, • Provide technical guidance, knowledge transfers, and mentorship to clients on their data platform adoption, • Help implement and improve the development of data pipelines, • Other duties as assigned Required Qualifications & Skills • B.S. in Computer Science or equivalent experience, • 4+ years of experience with and strong working knowledge of SQL required, and understanding of data models, • 4+ years of experience with or strong knowledge of Postgresql, MySQL, or other relational database design and programming: stored procedures, functions, PL/pgSQL, • Experience with or working knowledge of managing AWS Data Infrastructure: S3, RDS, Managed Streaming Kafka, Lake Formation, Glue, Glue Data Catalog, Athena, Quicksight, DataZone, • Experience with systems engineering and/or software development: Java, Javascript, Python, PHP, • Experience with modern API platform design, security practices, and data architectures: event-driven architecture, change data capture, pub/sub Preferred Qualifications & Skills • Experience with cloud solution design patterns: CI/CD, Docker, Kubernetes, containers, microservices, distributed caching, • Experience with Terraform scripting, • Experience with data integrations from third-party platforms: NetSuite, Salesforce, Workday, Pendo, • Experience with reporting and analytic tools: Grafana, Kibana, Elasticsearch, Open Telemetry, • Experience with ETL processes, projects, and tooling: Boomi, • Understanding of systems hardening and secure systems configuration, • Experience with regulatory compliance standards: HIPAA, PCI, SEC, FINRA, • Excellent written and verbal communication skills, with the ability to present complex technical information in a clear and concise manner to a variety of audiences, • Understanding of Agile/Kanban methodologies Desired Characteristics • Self-motivated, • Intellectually curious, • Collaborative, • Amiable, • Operates with the highest integrity and attention to detail, • Passionate about efficient, scalable business processes, • Ability to prioritize and multitask across many projects Physical Requirements/Special Demands • Must be available to work standard business hours and occasional nights/weekends., • Travel is required up to three times per year We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our . This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

WHY JOIN TAXRISE? At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions. WORK FROM HOME This remote position is available to candidates who reside in Texas and are available to work Monday through Friday from 10:00 AM to 7:00 PM Central Time. You must have a home office setup including a quiet workspace and a reliable high-speed internet connection. A minimum of 1 year of proven phone sales experience in a remote or virtual environment is required. ABOUT THE ROLE As a Remote Sales Representative at TaxRise, you’ll have what every salesperson dreams of: a steady stream of warm, qualified leads coming to you. Our industry-leading marketing generates same-day inbound calls from clients who are actively seeking solutions to their tax challenges. Your job is to be their trusted advisor—conducting discovery calls, analyzing financial and tax information, and enrolling clients into life-changing tax resolution programs. With no cold calling and a robust support system backing you up, you can focus on what you do best: closing deals and changing lives. HOW YOU’LL BE REWARDED Unlimited Earnings Potential! Your pay is directly tied to your performance—with no commission cap. Highly motivated representatives with strong selling skills consistently earn $100,000–$150,000 annually. Base Pay: $12.00 per hour (full-time, 40 hours per week) Commission: Average monthly earnings potential of $8,000–$13,000 With our superior lead flow, your earning potential is limited only by your drive and skill. WHAT MAKES THIS OPPORTUNITY DIFFERENT • Industry-Leading Leads: Warm, same-day inbound calls from clients actively seeking help, • No Cold Calling: Spend all your time on qualified prospects, not outdated lists, • Proven Success Model: Our top performers consistently earn six figures through a process built for your success, • Technology & Support: Access to advanced tools and analytics that make closing efficient and data-driven, • Career Growth: Join one of the fastest-growing companies in the tax resolution industry with clear paths for advancement WHAT YOU’LL DO • Client Consultation: Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals, • Program Evaluation: Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs, • Sales Cycle Management: Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience, • Empathy and Advocacy: Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward, • CRM Documentation: Accurately record client interactions and financial information to ensure seamless communication across teams, • Performance-Driven Results: Meet or exceed sales goals through persistence, organization, and continuous improvement WHAT YOU’LL NEED TO HAVE • Proven success in remote phone sales or telemarketing (minimum 3 years), • Highly motivated with strong communication and relationship-building skills, • Comfortable managing high call volumes and follow-ups in a virtual setting, • Self-disciplined with the ability to work independently and meet goals, • Excellent verbal and written communication; able to simplify complex concepts, • Proficiency with customer systems (Google Suite, Salesforce preferred), • Strong empathy and professionalism when handling sensitive client issues, • Effective time management and adaptability in a fast-paced environment WHAT MAKES YOU A STRONG CANDIDATE • Experience in debt settlement or other financial hardship sales environments, • Background in high-volume inbound sales with a consistent track record of performance, • Strong B2C sales experience with the ability to build trust and close effectively over the phone We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply — we consider all qualified candidates. WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family: • Medical, Dental, and Vision Insurance (starting after 60 days), • Paid Time Off, • 401(k) retirement plan with company match, • Professional Development Program to support your growth, • Access to our on-site gym and gaming lounge, • Catered team lunches every Friday, • Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking _.

Customer Success Manager About Sync1 Systems Sync1 Systems is a CUSO based in Austin, TX focused on delivering top-tier service through our Loan Origination System. We partner with credit unions across the country to power their lending programs, and our Customer Success team is at the heart of those relationships. About the Role We are looking for a dedicated and personable Customer Success Manager to join our team. In this role, you will serve as the primary point of contact for a portfolio of credit union lenders — acting as a trusted advisor, relationship manager, and internal advocate. The ideal candidate has a passion for helping others, a knack for building meaningful lender relationships, and the ability to deliver exceptional service grounded in deep product knowledge. Role & Responsibilities • Own a portfolio of credit union accounts, serving as the primary relationship contact and day-to-day liaison., • Build and maintain strong, long-term relationships with lenders through consistent communication, software training, webinars, and in-person meetings., • Meet regularly with lenders to ensure their needs are met and they are maximizing the value of the Sync1 platform., • Keep lenders informed of new software updates, features, and enhancements relevant to their lending programs., • Handle inquiries and requests from lenders promptly, addressing needs and resolving issues in a timely manner., • Identify upsell opportunities and present integrations and expanded capabilities that support lender goals., • Drive contract renewals by demonstrating ongoing value and maintaining high levels of lender engagement., • Capture and communicate lender feedback internally to inform product development and service improvements., • Maintain accurate account records and activity documentation to support team reporting and leadership visibility. Note: 20-30% travel is required for on-site lender visits. Required Skills & Experience • 2+ years of experience in customer success, account management, or a related client-facing role., • Strong relationship-building skills — comfortable engaging with everyone from frontline staff to C-suite contacts., • Excellent communication skills, both written and verbal, with the ability to tailor messaging to different audiences., • Strong organizational skills and the ability to manage multiple accounts and priorities simultaneously., • Self-motivated and proactive — solutions-oriented with a sense of urgency., • Strong problem-solving skills with comfort navigating ambiguity. Preferred Skills • Experience with Loan Origination Software or lending platforms., • Background in financial services, lending, or the credit union industry., • Familiarity with CRM tools and programs (Monday, Hubspot)., • Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Benefits • Medical, Dental & Vision, • FSA / DCA, • Life Insurance, • Short & Long-Term Disability, • Paid Time Off & Holidays, • 401(k) with Matching Must be legally authorized to work in the U.S. without sponsorship. Please submit your resume for consideration.

Harness is the AI Software Delivery Platform company, led by technologist and entrepreneur Jyoti Bansal (founder of AppDynamics, acquired by Cisco for $3.7B). Harness has raised approximately $570M in funding and is valued at $5.5B, backed by leading investors including Goldman Sachs, Menlo Ventures, IVP, Unusual Ventures, Citi Ventures, and more. As AI accelerates code creation, the real bottleneck has shifted to everything after the code – testing, deployments, application security, reliability, compliance, and cost optimization. Harness brings AI and automation to this “outer loop,” helping teams ship software faster while maintaining security and governance throughout the entire software delivery lifecycle. Powered by Harness AI and the Software Delivery Knowledge Graph, the Harness Platform applies deep context and intelligent automation across the software delivery lifecycle with governance and policy-driven controls embedded throughout the platform. Over the past year, Harness powered over 185M deployments, 82M builds, 18T flag evaluations, 8M security scans, 9.1B optimized tests, 3T protected API calls, and helped manage $2.8B in cloud spend — enabling customers like United Airlines, Morningstar, and Choice Hotels to accelerate releases by up to 75%, reduce cloud costs by up to 60%, and achieve 10x DevOps efficiency. With a global team across 14 offices and 25 countries, Harness is shaping the future of AI software delivery — and we’re looking for exceptional talent to help us move even faster. We are seeking an experienced, highly technical and customer-centric Customer Architect - AppSec (Forward Deployed Engineer) to join our Customer Success team. In this role, you will play a crucial role as a technical solution expert and advisor working closely with some of the largest Harness AppSec customers to design, implement and optimize Harness platform and adoption strategies to ensure they realize maximum value and outcomes. Our team is small, collaborative, and deeply motivated — we work at the intersection of technology, security, and business, and we bring curiosity and rigor to a wide range of challenges. You will have the opportunity to contribute meaningfully to a rapidly growing company while helping customers harness the power of our AI-enabled DevSecOps platform to build and deliver software securely and efficiently — including protecting AI applications from emerging threats. We prioritize psychological safety, mentorship, and continuous learning. Whether you're coming from engineering, architecture, consulting, or security — we want to hear from you. • Serve as the primary technical owner of customer implementations and adoption programs across the Harness AppSec portfolio, developing deep familiarity with each customer's environment, goals, and success criteria, • Provide hands-on technical guidance and consulting to customers throughout the customer lifecycle, from onboarding and implementation to adoption and value realization., • Develop strategic account success plans to ensure successful operationalization and value realization and drive alignment with all levels of customer leadership., • Develop and maintain a deep understanding of Harness platform and AppSec modules as well as general skillset across AI applications and security, DevOps, SecOps, application security, cloud architectures, networks and infrastructure disciplines and industry trends to effectively support, educate and advise customers., • Proactively analyze customer usage data to surface trends, adoption gaps, and optimization opportunities — delivering actionable recommendations across technology, process, and people dimensions., • Bring constructive feedback from customers to product management to improve the solution, and collaborate with cross-functional teams, including sales, product, and engineering, to drive the successful adoption, integration, and ongoing optimization of our solution., • Conduct regular business reviews and check-ins with customers to ensure their ongoing success and satisfaction, addressing any concerns or issues in a timely and effective manner., • Proactively identify at-risk accounts by performing churn and adoption analysis to ensure target product adoption and business (AGRR) goals are met., • Contribute to the development and refinement of customer success processes, tools, and resources to continuously improve the efficiency and effectiveness of our customer success delivery methodologies and collateral., • Participate in Harness Community forums and help build reference architectures, best-practice guides, and enablement content, • 7+ years of experience in software engineering, solutions architecture, technical consulting, security engineering, or technical account management within the software or technology industry., • 5+ years of experience with some multiple of the following solutions preferred:, • Cloud & Infrastructure: AWS, GCP, Azure, Terraform, CloudFormation, Linux, • Containers & Orchestration: Kubernetes, Helm, Kustomize, OpenShift, PCF, • CI/CD & DevOps: Jenkins, GitHub Actions, GitLab CI, Harness Pipelines, Jira, ServiceNow., • Languages & Scripting: Python, Bash, YAML, Go (a plus)., • Application Security: SAST, DAST, SCA, IAST, SBOM generation, API security testing, pen testing fundamentals, SIEM (Splunk, Datadog), SOAR platforms., • Prior experience in security engineering and architecture, application security, API and AI security, development, DevOps, SecOps, or web security is preferred., • Ability to quickly learn, understand, and work with new emerging technologies and solutions in the AI, DevOps, Cloud and Security space., • Exceptional interpersonal, communication, and relationship-building skills, with a proven ability to manage complex customer relationships and communicate business and technical value to all levels of management., • Excellent problem-solving and analytical skills, with the ability to quickly diagnose and resolve technical issues., • Detail-oriented and highly organized, with the ability to manage multiple priorities and deadlines simultaneously., • Comfortable working in a fast-paced, dynamic environment, with a strong commitment to continuous learning and growth., • Bachelor's degree in a related field, such as Computer Science, Information Technology, or Engineering is preferred, • Remote - U.S., Eastern Time Zone. Some travel may be required., • Competitive salary, • Comprehensive healthcare benefits, • Flexible Spending Account (FSA), • Flexible work schedule, • Employee Assistance Program (EAP), • Flexible Time Off and Parental Leave, • Monthly, quarterly, and annual social and team building events, • Monthly internet reimbursement The anticipated base salary range for this position is $160,000 and $170,000 annually. Salary is determined by a combination of factors including location, level, relevant experience, and skills. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. The compensation package for this position also includes a commission/variable component, which is based on performance, plus equity, and benefits. More details about our company benefits can be found at the following link: _. Pay transparency$160,000—$170,000 USD • _, • _, • _, • _, • _ All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or national origin. Note on Fraudulent Recruiting/Offers We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of Harness. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive or financial information via chat, text, or social media, and any email communications will come from the domain @harness.io. Additionally, Harness will never ask for any payment, fee to be paid, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Harness, please do not provide any personal or financial information and contact us immediately at . You can also find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission’s website (, or you can contact your local law enforcement agency.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. Affirm values security as being critical to the company’s continued success. Our mission is to cultivate a culture of security at Affirm, enabling the company to succeed in building honest financial products. The Security Risk Management team is evolving beyond traditional governance, risk, and compliance; we are building an engineering driven program that designs, automates, and scales the controls, workflows, and tooling that protect Affirm and our customers. The ideal candidate will design, develop, configure, and implement solutions to complex technical and business problems across the Security Third Party Program and the broader Security Risk Management program. They are equally comfortable shaping policy and shipping automation using modern tooling (Python, Cursor, Claude, and other agentic coding platforms) to replace manual GRC work with scalable, code-defined workflows. They will operate as a subject matter expert, interface with business and engineering stakeholders, and play a key role in transforming Security Risk Management from a compliance oriented function into a security engineering discipline. • Lead and mature Affirm's Security Third Party Program, including the design, implementation, and continuous improvement of processes, controls, and operational workflows, • Build and maintain automation that replaces manual GRC tasks: intake, triage, evidence collection, control validation, tracking, escalations, and reporting, using either Python, low code platforms, and agentic coding tools (Cursor, Claude, etc.), • Design and operate workflow orchestration and integrations across systems like ticketing, GRC platforms, vendor management tools, identity providers, and cloud control planes, • Partner closely with Procurement, Legal, Engineering, IT, Compliance, Privacy, and business stakeholders to assess and manage security risk across third party relationships, • Translate ambiguous business and security requirements into practical, scalable program solutions and decision frameworks, • Identify opportunities to automate manual processes across the program and prototype solutions yourself rather than waiting on an engineering backlog, • Drive program operational excellence by establishing repeatable processes, service-level expectations, metrics, and reporting for third party security risk management, • Evaluate third party security controls, cloud architectures (AWS/GCP), integration patterns, and risk posture, and provide clear recommendations to stakeholders and leadership, • Conduct light threat models on high risk integrations and partner with Security SMEs for deeper diligence, • Manage and prioritize a portfolio of complex security risk reviews and initiatives simultaneously, balancing business enablement with risk reduction, • Partner with technical teams to implement or optimize systems and tools that support program automation and workflow orchestration, • Develop dashboards, reporting mechanisms, and program insights (SQL, BI tools, or custom tooling) that improve visibility into risk trends, bottlenecks, and program performance, • Act as a trusted advisor and SME on third party security risk management, helping stakeholders make informed, risk based decisions, • Contribute to the broader Security Risk Management strategy by identifying opportunities to scale, simplify, and strengthen security governance processes through engineering What We Look For • 5+ years of experience in Information Security, Risk Management, Engineering and/or relevant roles, • Hands-on experience using agentic coding tools (Cursor, Claude Code, Copilot, etc.) and a working knowledge of Python; you don't need to be a software engineer, but you should be fluent enough to read, modify, and run scripts, build automations, and ship small tools end-to-end, • Familiarity with cloud environments (AWS, GCP, or Azure) — IAM, logging, common services, and the security risks/controls that apply to cloud-deployed third parties and integrations, • Excellent written and verbal communications skills, • Experience engineering solutions via Python, Claude, Cursor or other agentic coding tooling, • Experience with industry based information security & control frameworks (NIST Cyber Security Framework, ISO 2700x, SOC1&2(SSAE18), PCI DSS, NIST-800-53, FFIEC Cybersecurity Assessment Tool, SANS Top 20, etc.), • BA or BS degree in Information Security, Cyber Security, Computer Science or related field or commensurate experience, • Attention to detail and experience with security practices and security tooling, • Demonstrated ability to drive projects towards completion, • Ability to understand and communicate technical issues to non-technical teams, • Professional certification in Information Security or Risk Management (such as CISSP, CISM, CISA, CRISC, etc.) is a plus Base Pay Grade - L Equity Grade - 5 Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.) USA Pacific base pay range (CA, WA, NY, NJ, CT) per year: $165,000 - $225,000 USA Sapphire base pay range (all other U.S. states) per year: $146,000 - $206,000 Please note that visa sponsorship is not available for this position. #LI-Remote Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities. We’re extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: • Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents, • Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses, • Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge, • ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount We believe It’s On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process. [For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records. By clicking "Submit Application," you acknowledge that you have read Affirm's _ and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.

As our global expert network grows, micro1 is building the human intelligence layer for frontier AI.

Influ2 brings your ABM to the contact-level. With Influ2, you can act on contact-level intent, reach specific buyers with ads, and make the revenue impact clear. 200+ enterprises and mid-market companies worldwide, including industry leaders such as Snowflake, AppsFlyer, and Capgemini, love our technology. We hope you will love it too. As a Customer Success Manager at Influ2, you will be responsible for providing an excellent customer service experience and helping customers achieve their desired goals. Impeccable relational skills and readiness to create win/win environments for all parties you work with will drive your success in this role. • Be the voice of the customer: You must prioritize maximizing customer satisfaction, retention, and growth. You should be able to understand the customers' business objectives and align them with Influ2's offerings., • Act as a trusted advisor: Build and maintain trust-based relationships with our valued customers. This includes proactive engagement, active listening, and empathy. Also, serve as a go-to resource for their inquiries, concerns, and strategic discussions related to Marketing and Sales practices., • Translate complex ideas into actionable steps: Articulate complex ideas clearly and tailor your communication style to different audiences, from mid-level members all the way up to C Suite., • Identify critical insights: Analyze customer data and metrics to identify trends, insights, and areas for improvement., • Demonstrate technical aptitude: You’ll become a subject matter expert by learning the ins and outs of the product. Effectively identifying issues, troubleshooting, and offering customers solutions for resolution will be essential in this role., • Ensure timely delivery of the projects and milestones: You may need to manage multiple customer accounts simultaneously, so strong organizational and project management skills are essential to prioritize tasks, set deadlines, and manage customer expectations., • Partner with Sales, Marketing, and Product Development teams: You will work closely with cross-functional teams across various time zones to align goals, share customer insights, and drive coordinated efforts to deliver customer success., • Participate in on-site customer visits: You’ll occasionally meet with customers on-site to strengthen relationships, lead Executive Business Reviews (EBRs), deliver presentations, and facilitate strategic discussions., • 3+ years in a Customer Success or Account Management role, ideally in a B2B SaaS environment., • Experience with retention metrics, including planning and forecasting renewals and expansions 6+ months in advance, understanding their impact on key metrics, preparing pricing proposals and contracts, and tracking personal retention performance., • Proven experience supporting US-based customers., • Hands-on experience with BI tools (e.g., Looker, Tableau) and CRM platforms (e.g., Salesforce, HubSpot)., • Advanced English is essential., • Strategic communication: You are not scared to challenge customers, ask the hard questions, or provide out-of-the-box solutions. You have experience talking with C-Suite persona and clearly articulating value and ROI., • Customer insights and data fluency: You’re confident working with data to identify customer trends, measure performance, and turn client insights into actionable recommendations., • Creative thinking: You do more than solve customer problems; you see challenges as opportunities for customers’ growth and success. Your out-of-the-box thinking sets you apart as you address unique client issues and suggest process improvements., • Business acumen: Understanding the business landscape, industry trends, and competitive landscape can help you provide strategic guidance to customers. A good grasp of financial concepts and the ability to link customer success to business outcomes will set you up for success in this role., • Strong technical skills: As a product expert, you must understand how our customers can utilize Influ2’s product to their fullest potential., • Time management: Meetings, customer chats, team catch-ups, and various time zones. It's all about planning your day and setting priorities right., • Curiosity: It's about always wanting to learn. It helps you stay updated, understand clients better, and make the job more interesting. At Influ2, we highly appreciate a wide range of experiences and backgrounds. So, even if your history doesn't perfectly match our list, we would still be delighted to receive your application and learn more about you! • Be part of an innovative team with a flat organizational structure., • Benefit from remote work flexibility with no fixed working hours—work whenever and wherever suits you., • Take the time you need with an Unlimited Vacation policy to ensure a healthy work-life balance., • Receive Generous Parental Leave and other well-structured PTO and leave policies., • Enjoy a well-rounded health package with comprehensive medical, dental, and vision coverage designed to support you. We’ve raised a total of $15 million in our Series A round, maintaining a cash-positive business for the past 18 months while achieving 50% growth. About Influ2 We're convinced that the diverse ideas and experiences every Influ2encer brings are the key to our success. To make sure our culture and products reflect this blend of viewpoints and backgrounds, there's no room for discrimination here. Our approach to hiring, training, promoting, and compensating individuals is grounded in merit and competence. We're committed to offering equal employment opportunities to all qualified individuals, no matter their race, age, religion, where they come from, gender identity or expression, sexual orientation, marital status, physical or mental disability, military or veteran status, or any other characteristic protected by law. Everyone at Influ2 plays a part in keeping our workplace welcoming and free from discrimination and harassment.

Pomelo Care is the leading virtual medical practice for women and children, providing care across pregnancy, postpartum, pediatrics, menopause, and perimenopause. We combine proactive, 24/7 clinical care with technology that helps us reach patients earlier, identify risks sooner, and deliver personalized care throughout their journey. Our team includes clinicians, technologists, operators, and problem-solvers working together to make high-quality care more accessible for families nationwide. As an HR Business Partner, you will partner with our Growth and Technology functions to support the work that keeps Pomelo's People programs running smoothly. Reporting to the Senior HRBP, you will be responsible for executing people programs, maintaining operational excellence, and owning foundational HRBP pillars like leave management, accommodations, and employee relations. This role sits at the intersection of people operations and hands-on partnership — you'll have real ownership across a broad range of HRBP work while contributing to initiatives that shape how Pomelo scales. This role reports to a Senior HR Business Partner and can be based anywhere in the continental US. • Serve as an Advisor: Act as a reliable point of contact for employees and managers regarding Pomelo’s internal policies, general HR inquiries, and standard performance and engagement processes., • Support Employee Relations: Manage lower-complexity employee relations (ER) matters independently using established HR frameworks. Provide tactical support to Senior HRBPs on complex cases, including documentation and follow-ups, ensuring all employees feel heard and policies are applied equitably., • Manage Leaves & Accommodations: Serve as an empathetic point of contact for employees navigating a leave of absence (LOA) or requesting accommodations. Partner with HR Ops to ensure precise documentation, maintain stakeholder alignment and maintain strict confidentiality., • Drive Employee Program Operations: Support the end-to-end planning and execution of programs such as Pomelo's engagement survey and performance review processes, managing timelines, internal communications, and participation rates. Partner with Senior HRBPs to analyze data, iterate on processes, and work with leaders to drive successful outcomes., • Lead Culture & Recognition Programs: Execute recurring virtual and in-person culture initiatives (e.g., peer recognition tools, focus groups, shout-outs, company offsites). Track action items from these pulses to ensure sustained organizational momentum., • Maintain Program Operations: Maintain impeccable documentation, operational trackers, and project timelines for all active HR programs, proactively identifying opportunities to make workflows more scalable., • Experience: 2 to 4 years of progressive experience in HR, People Operations, or Employee Experience; experience in a high-growth startup or other fast-paced, remote-first environment strongly preferred, • Foundational HR Partner Knowledge: Solid familiarity with core HR workflows, such as onboarding and offboarding, performance management frameworks, and leave of absence administration., • High EQ & Strong Judgment: A clear, empathetic written and verbal communicator who follows through, maintains executive presence, and builds fast trust with cross-functional stakeholders. You maintain a strong sense of discretion when handling sensitive, confidential employee data., • Comfortable with Ambiguity: Agile and eager to learn; you lean into new challenges, ask the "why" behind processes, and look for solutions rather than just executing tasks., • Data-Savvy: Comfortable working with HRIS data, spreadsheets, and survey metrics to pull insights, spot trends, and build clean executive reports., • Detail-Oriented Execution: Exceptionally organized with a proven track record of managing multiple moving parts, project timelines, and trackers without letting details fall through the cracks. Why you should join our team By joining Pomelo, you will get in on the ground floor of a fast-moving, well-funded, and mission-driven startup that always puts the patient first. You will learn, grow and be challenged, and have fun with your team while doing it. We strive to create an environment where employees from all backgrounds are respected. We value working across disciplines, moving fast, data-driven decision making, learning, and always putting the patient first. Benefits and Perks: • Comprehensive Health, Dental, and Vision coverage for employees and their families, • High deductible Health Plans with Health Savings Account (HSA) options, • Flexible Spending Account (FSA), • Equity grant participation, • 401(k) program, • Competitive vacation policy, • 16 weeks paid parental leave, • Fully remote work flexibility (within the US) Compensation: The expected base salary range offered for this role is $110,000-$130,000. This role is also eligible for equity, giving you an ownership stake in Pomelo’s mission. Actual compensation may vary based on relevant experience, skills, competencies, and certifications. Please be cautious of potential recruitment fraud. With the increase of remote work and digital hiring, phishing and job scams are on the rise with malicious actors impersonating real employees and sending fake job offers in an effort to collect personal or financial information. Pomelo Care will never ask you to pay a fee or download software as part of the interview process with our company. Pomelo Care will also never ask for your personal banking or other financial information until after you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All official communication with Pomelo Care People Operations team will come from domain email addresses ending in @pomelocare.com. If you receive a message that seems suspicious, we encourage you to pause communication and contact us directly at to confirm its legitimacy. For your safety, we also recommend applying only through our official page. If you believe you have been the victim of a scam or identity theft, please contact your local law enforcement agency or another trusted authority for guidance.

Phileo Shared Services is seeking a part-time Controller to oversee the day-to-day accounting operations for our partner Christian schools. The ideal candidate will bring deep experience in financial management, attention to detail, and a heart for Christian education. The Controller is responsible for ensuring accurate financial records, implementing and maintaining strong internal controls, and supervising finance-related part time support staff. This role reports directly to the Chief Financial Officer (CFO) and will be a key member of the Phileo Shared Services team. This is a remote position with occasional in-person meetings in the greater Philadelphia region. Key Responsibilities: Financial Oversight • Manage daily accounting functions including general ledger, tuition management, accounts payable/receivable, and payroll, • Ensure timely and accurate month-end and year-end close processes, • Maintain and enforce proper internal controls and compliance practices Reporting & Analysis • Prepare monthly, quarterly, and annual financial statements for partner schools, • Assist in the preparation of budgets and financial forecasts, • Analyze financial performance and provide strategic insight to school leadership Supervision & Systems • Supervise and support finance staff, • Oversee the effective use of accounting software, • Ensure consistency in financial processes and reporting Collaboration & Mission Alignment • Work closely with the CFO to maintain financial integrity and mission alignment, • Serve as a financial advisor to school leadership, • Champion the financial sustainability of Christ-centered education Qualifications: • Bachelor's degree in Accounting, Finance, or related field (CPA preferred but not required), • Minimum 5 years of experience in accounting/financial management (nonprofit or school experience a plus), • Strong knowledge of GAAP and internal controls, • Proficiency with accounting software, • Demonstrated leadership and supervisory experience, • High attention to detail, integrity, and discretion, • Strong interpersonal and communication skills, • Personal commitment to Jesus Christ and solid understanding of the Word of God. There should be evidence of a godly lifestyle based on a commitment to Jesus Christ., • A passion for Christian education, paired with a commitment to DC’s mission and alignment with biblical values. Work Schedule & Location: • Part-time remote work with flexible scheduling, • Occasional in-person meetings in the greater Philadelphia region _

Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system. Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business. We’re looking for a Mortgage Forward-Deployed Engineer (FDE) to join our team and be the bridge between our product and our customers. This is not your standard engineering role, you’ll be out in the field, working directly with clients, writing production code, and helping them reimagine how they run their business with our platform. You will be working directly with our Account Management team, implementation team and onboarding team. This role reports to the VP of Account Management. As an FDE, you’ll wear different hats: engineer, architect, and trusted advisor. One day you might be prototyping a custom integration; the next, you’re running a proof-of-value with a C-suite exec; the next, you’re feeding back product insights that shape the roadmap. If you like variety, ownership, and making real-world impact, you’ll love this role. This role will report to our Lead Forward-Deployed Engineer and be a part of the Account Management team. What you'll do: • Act as a technical expert and trusted advisor during the post-sales process, embed with customer teams to understand their workflows and demonstrate how Ocrolus’ technology improves efficiency in mortgage origination., • Review and consult on technical solutions, APIs, microservices, data pipelines, and integrations that solve real business problems., • Build and support technical solutions and integrations for mortgage clients using Ocrolus, Encompass, and other POS/LOS mortgage platforms., • Run proof-of-concepts and proof-of-value engagements that demonstrate ROI fast., • Troubleshoot gnarly technical issues in live environments and get things back on track., • Partner with the Account Management and Product teams to deliver value, and influence the roadmap., • Travel occasionally (~30–50%) to customer sites and industry events Who we're looking for: (Skill Sets and Qualifications) • 3+ years of experience in software engineering, solutions engineering, or technical consulting., • 3+ years of a background in mortgage, or lending workflows., • Strong understanding and experience with Encompass, • Strong consultative sales/account management approach—able to map technology to business challenges and drive change management conversations., • Excellent communication and presentation skills, with experience engaging senior mortgage executives., • Backend: Python; APIs; Encompass Developer Connect; SQL., • Frontend: React/TypeScript; JavaScript with ICE Secure Scripting Framework (SSF) for Encompass custom form and workflow logic., • Supporting: Familiarity with mortgage LOS/POS platforms (Encompass, Blend, SimpleNexus, Floify); Git; cloud basics (AWS/Azure)., • Thrive in fast-paced, ambiguous environments where you figure it out and get it done. Nice to Have: • Experience with SaaS integrations or loan origination systems., • Additional mortgage LOS/POS experience, • Exposure to AI/ML or generative AI., • You’ll have ownership from day one, our FDEs lead projects end-to-end., • You’ll work directly with customers and see the immediate impact of what you build., • You’ll shape the product by bringing the voice of the customer straight to engineering., • You’ll work directly with a team focused on creating an excellent client experience, • You’ll have fun working with a highly proactive, collaborative team Note: The full-time salary range for this role is between $150,000 - $170,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location. Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City. Life at Ocrolus We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact. Our culture is grounded in four core values: Empathy – Understand and serve with compassion Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded Ownership – Love what you do, work hard, and deliver excellence We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic. We look forward to building the future of lending together.

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. If you are passionate about contributing to a high-impact mission and want to work in a collaborative environment where your skills and expertise will be valued, we would love to hear from you! • You are a clear, concise communicator who can translate a complex regression or other mathematical reasoning into a one-paragraph recommendation for a non-technical stakeholder., • You are a data scientist and analyst hybrid equally comfortable building a causal inference model and presenting the business implication to a VP., • You have startup experience and know what it means to stand up an analytics function, ship scrappy analyses, and build toward rigor not wait for it., • You treat experimentation as a discipline, not a buzzword. You design tests, size samples, interpret results correctly, and know when an A/B test isn't the right tool., • You think in systems and funnels you connect product behavior to business outcomes and are never satisfied stopping at the metric without asking why., • You operate with high autonomy and you identify the most important question, define the approach, execute the analysis, and deliver the recommendation without a detailed playbook., • You are AI-curious and actively explore how AI tools can accelerate your analytical workflows, automate repetitive queries, and surface insights faster., • This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), South Carolina (SC), Pennsylvania (PA), Texas (TX), Vermont (VT) We're looking for a Senior Product & Growth Analyst to own the analytical engine behind Trust & Will's growth. This is a high-ownership role: you'll work across product, marketing, and revenue to understand what's driving conversion, retention, and lifetime value and you'll translate those findings into decisions that move the business. This is not a reporting role. You will define the questions worth asking, build the models that answer them, run experiments to test the hypotheses, and guide the roadmap based on what the data shows. You'll partner closely with the Director of Data Engineering, product managers, and growth leadership and you'll have direct access to senior stakeholders. The core challenge is analytically interesting: estate planning is a low-frequency, high-intent product with a B2C direct channel and a growing B2B2C advisor network. Understanding how different user segments activate, convert, and retain and which levers compound requires real analytical depth. You'll have the data, the infrastructure, and the mandate to figure it out. Product Analytics • Instrument and analyze user behavior across the Trust & Will product activation milestones, feature adoption, onboarding drop-off, and engagement patterns using PostHog/Other., • Develop and maintain the core product analytics dashboard and data models, enabling self-serve access for PMs, designers, and marketers., • Identify friction points in the estate plan creation flow and quantify the impact of proposed product changes before and after release. Growth & Funnel Analytics • Own end-to-end funnel analysis from acquisition through plan completion and membership renewal identifying drop-off points, segmenting by channel and user type, and prioritizing optimization opportunities by expected impact., • Build and maintain cohort models to track retention and engagement across consumer and advisor-sourced customers; surface early-warning signals for churn., • For example, develop and maintain LTV models that account for plan type, channel, upsell pathways, and membership behavior directly informing marketing budget allocation and partnership ROI decisions., • Design and execute multi-touch attribution analysis across paid media, organic, AARP partnership, and advisor referral channels. Experimentation • Lead the experimentation program end-to-end: hypothesis formation, experimental design, sample size and power analysis, execution in PostHog/Others, statistical analysis, and business recommendation., • Build guardrails and standards for when and how to run experiments including when to apply experimental methods propensity score matching and when randomized testing isn't feasible., • Partner with product and marketing teams to prioritize the test backlog based on expected impact and feasibility. Data Science & Modeling • Build predictive models for churn risk, conversion propensity, and upsell likelihood using early behavioral signals., • Develop user segmentation frameworks that inform personalization, messaging, and product prioritization., • Apply statistical rigor to all analytical work communicating uncertainty, flagging limitations, and recommending confidence thresholds before decisions are made. Stakeholder Partnership & Communication • Serve as the primary analytics partner for product and growth leadership, owning the analytical workstreams that support quarterly roadmap decisions., • Prepare and deliver data-driven recommendations to senior stakeholders and the executive team punchline first, minimum viable backstory, clear ask., • Mentor junior analysts and product/eng on methodology, communication, and prioritization; help build team-wide analytical standards. Core Experience • 8-12+ years of experience in analytics, data science, or a closely related quantitative role., • Prior experience in a high-growth startup environment you've operated with limited resources, ambiguous data, and shifting priorities and delivered anyway., • Demonstrated data science background: you've built predictive models, designed and analyzed experiments, and applied statistical methods to business problems in production settings., • Experience owning an analytics domain end-to-end not just answering requests, but generating the questions and driving decisions. Technical Skills • SQL: Advanced window functions, CTEs, complex joins, query optimization on large datasets., • Python: Proficient pandas, statsmodels, scikit-learn, matplotlib/seaborn; you write clean, reproducible analytical code., • Experimentation: End-to-end A/B test ownership, power analysis, and working knowledge of experimental methods. Product Analytics: PostHog, Amplitude, Mixpanel, or equivalent funnel analysis, cohort analysis, event instrumentation. • BI / Visualization:ThoughtSpot, Omni, or equivalent building dashboards that enable self-serve, not just answering one-off requests., • Data Modeling: Familiarity with dbt and the analytical data modeling - like ActivitySchema, Star Schema etc… Bonus Points • Experience in fintech, legaltech, insurtech, or another regulated consumer vertical., • Familiarity with Bayesian methods or causal inference frameworks beyond standard A/B testing., • Experience with product-led growth (PLG) motions or B2B2C business models., • Background in subscription, membership, or low-frequency/high-intent consumer products., • Contributions to building an analytics function from scratch metrics frameworks, data dictionaries, experimentation standards., • Comfort working with an AI Data Analyst tool in a self-serve analytics context., • Compensation: Salary + Equity, • Our salary range for this position is $140,000 - $190,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below., • PTO, • Flexible time off that you are encouraged to use, • Generous paid company holidays and breaks throughout the year, • Monthly friends & family day, • Paid time off to volunteer in your community, • Health and Wellness Benefits, • Exceptional health benefits including medical, dental, vision, life, and disability insurance - we cover 100% of premiums for employees and dependents on medical coverage, • Mental health support through Spring Health, plus access to One Medical for primary care and Cleo for family planning and caregiving, • Financial wellness benefits (unlimited 1:1 sessions with a UBS financial coach and employer-sponsored 401k with up to 4% company match), • Extra, • Flexible work schedule + hours, • Family-friendly work environment. We support the complexity of a remote world with the needs of families, • Up to $1,000 annually in learning & development reimbursement, • Optional company-sponsored events and travel throughout the year, • $500 Work from home stipend + Apple accessories About Trust & Will: • We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote, • We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers., • Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes. California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our_. Trust & Will may use AI tools to assist with administrative recruiting tasks. All final hiring decisions are made by people. For accommodations, contact people-ops@trustandwill.com.

As an Inbound Sales Representative at A Place for Mom, you’ll be the trusted first point of contact for families searching for senior care solutions. In this high-impact sales role, you’ll use empathy, insight, and strategic guidance to help caregivers as they explore the best care options for their loved ones. What you will do: Work in a growing, fast-paced industry as an expert resource for families on senior care options, delivering an exceptional experience aligned to our company mission Take inbound, pre-screened leads working remotely from your home office as an inside sales representative, working an assigned shift with strong schedule adherence Conduct in-depth initial consultation calls with families Educate families on customized senior care options, and work to find the senior living communities and home care providers that best match their needs Act as the liaison between families and senior housing communities or care providers once you successfully complete the 4 week new hire training program What will make you successful: Success is measured by reaching daily production benchmarks (inbound calls and outbound return calls), which consists of referring families out to communities and scheduling tours for them to ultimately drive move-ins. As a Welcome Advisor you will be the company’s first interaction with a family with the goal of being empathetic to their situation and delivering a great family experience. Qualifications: Two or more years of experience in inside sales/inbound call center History of exceeding sales targets Ability to multitask; simultaneously talk on the phone and take notes on the computer Strong computer and typing skills necessary, including Word and Excel and ability to learn and navigate internal CRM system Schedule: You will work a 40-hour work schedule on an hourly, non-exempt basis. Schedules are set based on business needs, and may include regularly scheduled evenings and weekends, along with some holiday shifts during the year. Compensation: Base Salary: $45,760 ($22.00 an hour) On Target Earnings: $74,000 ($28,240 variable bonus (Uncapped) Benefits: 401(k) plus match Dental Insurance Health Insurance Vision Insurance Paid Time Off #LI-JR1 About A Place for Mom A Place for Mom is the leading platform guiding families through every stage of the aging journey. Together, we simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies. Since 2000, our teams have helped millions of families find care that fits their needs. Behind every referral and resource is a shared goal: to help families focus on what matters most — their love for each other. We’re proud to be a mission-driven company where every role contributes to improving lives. Caring isn’t just a core value — it’s who we are. Whether you’re supporting families directly or driving innovation behind the scenes, your work at A Place for Mom makes a real difference. Our employees live the company values every day: Mission Over Me: We find purpose in helping caregivers and their senior loved ones while approaching our work with empathy. Do Hard Things: We are energized by solving challenging problems and see it as an opportunity to grow. Drive Outcomes as a Team: We each own the outcome but can only achieve it as a team. Win The Right Way: We see organizational integrity as the foundation for how we operate. Embrace Change: We innovate and constantly evolve. Additional Information: A Place for Mom has recently become aware of the fraudulent use of our name on job postings and via recruiting emails that are illegitimate and not in any way associated with us. APFM will never ask you to provide sensitive personal information as part of the recruiting process, such as your social security number; send you any unsolicited job offers or employment contracts; require any fees, payments, or access to financial accounts; and/or extend an offer without conducting an interview. If you suspect you are being scammed or have been scammed online, you may report the crime to the Federal Bureau of Investigation and obtain more information regarding online scams at the Federal Trade Commission. All your information will be kept confidential according to EEO guidelines. A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit _.

Dave is a financial app on a mission to build products that level the financial playing field. It is redefining the financial landscape by leveraging technology to create an affordable, transparent, and user-centric access to liquidity for millions of Americans. As a leading innovator in the U.S. financial services sector, Dave’s digital financial platform offers products designed to meet the credit needs of those underserved by traditional financial institutions. Dave’s offerings include its flagship ExtraCash product, providing members up to $500 in short-term advances within minutes. The company is on track to launch several new product offerings in 2026, including a Buy Now Pay Later (BNPL) option. Dave is focused on serving Americans who are financially vulnerable or living paycheck to paycheck. Dave is leading the charge in creating a new era of credit products that prioritizes speed, affordability, and accessibility, making it the go-to financial partner for those who need it most. The Opportunity Dave is looking for a talented Lead Fullstack Engineer to continue building the foundation that empowers the engineers to build products that help millions of people improve their relationship with money. If you're excited to join a tight-knit collaborative team with a mission of helping others, we'd love to hear from you! This squad is building a major zero-to-one product with the potential to become a $100M+ revenue line within the next three years. The team is tackling one of the largest recurring financial burdens our members face, giving them more flexibility and control over when and how they pay. It's an early-stage, high-impact opportunity to shape the architecture, culture, and direction of a product from the ground up. We’re looking for someone who thrives on solving hard problems, is passionate about finding innovative solutions not just for today but allowing for growth of the future, delights customers, and inspires colleagues. What You'll Build and Own Develop and maintain cross-platform mobile applications using React Native and TypeScript. Provide technical leadership and assist guiding the team's overall technical direction. Write clean, maintainable, and scalable code following best practices (e.g., modular architecture, state management, performance optimization). Lead design and work breakdown sessions Implement requirements in TypeScript and Bash Lead and mentor other engineers in contributing to projects on our roadmap, including but not limited to, productivity tooling, test frameworks, ci/cd frameworks, common libraries, and mobile applications Implement dashboards and alerts for system faults and participate in on-call rotations Work closely with product development engineers to learn and understand cross-cutting concerns to create and evangelize easier ways for product engineers to adopt tools, packages, solutions, and best practices Work closely with Back End Infrastructure Engineering (BEI) to deliver on overlapping initiatives Lead and evangelize best practices through code reviews, pair programming, presentations at engineering group meetings, rich documentation, and Champion code quality and testability Participate in 24/7 on-call rotations Experience Required 6+ years of experience in software development 2+ years of technical leadership experience Ability to make sense of abstract initiatives and break work down into digestible work packages in order to distribute work among teammates Basic understanding of algorithm design paradigms, data structures, asymptotic analysis Ability to write provable code in various types of imperative and declarative programming languages and the ability to make trade-off decisions Understanding of mocking, unit testing, code coverage, and integration testing System design paradigms: monoliths, SOA, microservices Experience with TypeScript or JavaScript Experience with CI/CD pipelines for mobile applications (including mobile app build processes leveraging Fastlane) Proficiency in working with third-party SDK integrations Strong debugging and problem-solving skills Excellent communication and teamwork abilities Bonus Experience with state management libraries such as Redux Good understanding of mobile UI/UX principles and design patterns Knowledge of GraphQL Experience with automated mobile testing frameworks and test-driven development Experience building libraries, tools, and services for other software engineers instead of end users Knowledge of performance optimization techniques for mobile applications Technologies We Use React + React Native GraphQL TypeScript (Node.js) Github Actions _ Don’t let imposter syndrome get in the way of an incredible opportunity. We’re looking for people who can help us achieve our mission and vision, not just check off the boxes. If you’re excited about this role, we encourage you to apply. You may just be the right candidate for this or other roles. Why you’ll love working here: At Dave, our people are just as important as our product. Our culture reflects the values that guide who we are, how we work, and what we aspire to be. Daves are member-centric, helpful, transparent, persistent, and better together. We strive to create an environment where all Daves feel valued, heard, and empowered to do their best work. As a virtual-first company, team members can live and work anywhere in the United States, except Hawaii. A few of our benefits & perks: 💚 Opportunity to tackle tough challenges, learn and grow from fellow top talent, and help millions of people reach their personal financial goals 💻 Flexible hours and virtual-first work culture with a home office stipend 🏥 Premium Medical, Dental, and Vision Insurance plans 👶 Generous paid parental and caregiver leave 💰 401(k) savings plan with matching contributions 📈 Financial advisor and financial wellness support 🏖️ Flexible PTO and generous company holidays, including Juneteenth and Winter Break 🎉 All-company in-person events once or twice a year and virtual events throughout to connect with your team members and leadership team Dave Operating LLC is proud to be an Equal Employment Opportunity employer and is dedicated to cultivating a diverse and inclusive workplace. We will consider for employment all qualified applicants and do not discriminate on any basis protected by federal, state, or local law, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance relating to an applicant's criminal history. #LI-REMOTE

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. _ as we build technology that transforms how the world develops software. *Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. As a Senior Solutions Architect, you'll be a trusted advisor to financial services customers in the New York area, helping them understand how GitLab's AI-powered DevSecOps platform can meet both their technical and regulatory needs across the full software development lifecycle. You'll guide banks, fintechs, and other financial institutions through modernization and digital transformation, using your technical expertise, understanding of cloud and secure software delivery, and strong customer empathy to connect platform capabilities to risk, compliance, and business outcomes. Reporting to a regional Solutions Architect Manager and partnering closely with Account Executives and cross-functional teams, you'll own technical evaluations (including proofs of value and workshops), shape architectures that fit financial services constraints, and serve as the voice of these customers back to Product Management. In your first year, you'll focus on driving successful GitLab platform adoption in commercial financial services accounts across time zones in North America, influencing revenue growth through solution selling, and building long-term, trust-based relationships that highlight GitLab's differentiated position in an AI-driven DevSecOps landscape for regulated industries. • Lead technical discovery, demos, and validation (including proofs of value) to show how GitLab's AI-powered DevSecOps platform addresses the technical, regulatory, and business needs of financial services customers across the full software lifecycle., • Drive the technical evaluation process as the Directly Responsible Individual, including solution design, POC/POV ownership, workshop design, and support for the technical components of tenders, audits, and value stream assessments., • Collaborate with Account Executives and regional sales teams to shape and execute account strategies that support new customer acquisition and expansion within financial services., • Build and deepen relationships with technical practitioners and business stakeholders at financial services organizations, guiding them through GitLab-driven digital transformation and enabling them to become GitLab advocates., • Advise customers on modern software development, continuous integration, continuous deployment, security, and cloud practices in the context of financial services risk, governance, and compliance expectations., • Drive competitive analysis and positioning for complex opportunities by using market, industry, and customer context to clarify GitLab’s differentiated approach and improve technical win readiness., • Represent the voice of the customer by sharing product feedback, use cases, integration needs, and field insights with Product Management, Engineering, Sales, and Marketing to improve roadmap decisions, integration readiness, and field effectiveness., • Mentor other Solutions Architects, contribute to team learning initiatives, improve technical collateral and documentation, and share subject matter expertise through GitLab’s common collaboration channels to increase team readiness, reuse of technical assets, and consistency across engagements., • Experience working with customers in technical pre-sales, consulting, or related roles where you’ve guided solution design, technical evaluations, and adoption planning., • Ability to solve customer issues with broad scope and high complexity, including integration challenges and cross-functional technical scenarios., • Knowledge of the end-to-end software development lifecycle, including DevSecOps practices, continuous integration, continuous deployment, security, and cloud concepts., • Hands-on familiarity with GitLab or similar source code management, CI/CD, and collaboration platforms, with the ability to connect platform capabilities to customer goals., • Experience facilitating workshops, leading proofs of concept or proofs of value, and contributing to technical assessments, audits, or tender responses., • Communication skills that let you adapt technical and business messages for practitioners, leaders, and executive stakeholders., • Relationship-building skills with a customer-focused approach, including the ability to listen, challenge constructively, and advocate for customer requirements internally., • Interest in continuous learning, mentoring, and applying transferable experience from related backgrounds to deepen expertise in GitLab, AI, and DevSecOps. The Solutions Architect team is part of GitLab’s Sales organization. We collaborate asynchronously across regions to share practices, develop reusable technical content, and bring field feedback into the business. We work closely with Sales, Product Management, Engineering, and Marketing, and we value knowledge sharing, strong technical storytelling, and continuous learning as we help customers modernize software delivery in a fast-changing AI and DevSecOps market. The base salary range for this role’s listed level is currently for residents of the United States only. This range is intended to reflect the role's base salary rate in locations throughout the US. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, alignment with market data, and geographic location. The base salary range does not include any bonuses, equity, or benefits. See more information on our and . Sales roles are also eligible for incentive pay targeted at up to 100% of the offered base salary. United States Salary Range $154,200 - $231,300 USD How GitLab Supports Full-Time Employees • _, • _, • _, • _, • _, • _ Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from _ are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application. Country Hiring Guidelines: GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process. Privacy Policy: Please review our _ Your privacy is important to us. GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab’s policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also and . If you have a disability or special need that requires , please let us know during the .

Description Title: Owner’s Representative (Missouri) Employee Status: Full Time - Exempt Salary: Grade: 4 Starting range of $70,600 - $79,400 | St. Louis Reports to: Managing Director of Real Estate Solutions – Southern Region Department: Real Estate Solutions (RES) Location: Saint Louis, Missouri Hybrid Remote: In office: T/W | Remote: M/Th/F Department Function: The Real Estate Solutions Department provides a wide range of real estate consulting and development services to help assist nonprofits with the planning, design, and construction of facilities, including project financial feasibility, facility condition assessment, site search and due diligence for property development, and owner’s representative services both internally and externally. RES collaborates with broader IFF cross-function, programmatic efforts to build nonprofit capacity in targeted sectors and mission-related initiatives. The Organization IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and healthy food grocery operators. Staff contribute extensive business experience and an unrivaled connection to the mission of IFF to the clients we serve. Equity, Diversity, and Inclusion Partnering to create thriving communities is at the heart of everything we do. We leverage knowledge, capital, and resources to advance equitable and transformational outcomes in under-resourced communities, guided by our commitment to be an inclusive, anti-racist and anti-oppressive institution that honors communities as asset-rich and as experts in their own stories. Basic Job Function Based in the Saint Louis, Missouri office, the Owner’s Representative (OR) manages facility design and construction phases on behalf of our nonprofit clients for their renovation and new construction projects. work associated with the construction and building analysis of RES projects. The Owner’s Representative participates in projects led by other RES staff, as well as directly coordinates and manages several small- to large-sized projects and Project Teams simultaneously under the supervision of the Director of Real Estate Solutions, and in close connection with the Director of Consulting for Design and Construction. This includes conducting site visits and analyses on potential buildings for clients, conducting facilities assessments and providing analyses of facilities, taking a lead role in managing the design process on construction projects, managing all aspects of construction projects, project accounting and reporting, and managing client relationships during the construction phase of projects. The Owner’s Representative works on many real estate projects simultaneously, participates in departmental planning meetings for projects, is an active Project Team Member on projects, and supports the work of the Senior Vice President and other RES staff as necessary to further IFF’s mission in the Southern Region market. This includes an active role in Business Development for IFF and the Real Estate Solutions Department. IFF is looking for candidates with a commitment to the work we do who can demonstrate their creativity, diligence, enthusiasm, growth-mindset, thoughtfulness, and passion to make meaningful change in the areas of economic and racial justice. Requirements Core Responsibilities: 1. Conducts site visits of buildings for potential lease or purchase by clients, assesses buildings and their systems for suitability for client’s intended purpose, and provides analyses of such buildings for Project Team Leaders., 2. Conducts facilities assessments of clients’ existing facilities according to the policies and procedures of the RES Department, assesses facilities’ major systems, layout, structure and suitability for program purposes, analyzes data collected through facilities assessments, and provides written and visual recommendations for modifications or improvements to Project Team Leaders., 3. Coordinates services of architects and engineers and other professionals in connection with the design phase of projects. Ensures that such professionals are providing services according to the project criteria set, and the project schedule and budget., 4. During the construction phase of assigned RES projects, coordinates all aspects of construction management ensuring that project goals and milestones are being met. • Solicits bids from and secures various real estate professionals and vendors for work on projects. Evaluates and makes recommendations on bids and negotiates terms of works and approves hiring of vendors., • Coordinates pre-construction work associated with projects including securing construction estimates and any other work necessitated by the project., • Oversees securing permits for construction projects including meeting with government officials and addressing problems that arise to ensure permit is secured according to schedule., • Assists with the negotiation of construction contracts and architectural contracts for construction projects., • Reviews architectural plans, construction drawings and performance specifications for accuracy; identifies areas for costs savings and works with architects to produce plans that meet clients’ budgets., • Manages relationships with contractor and architect during construction, attends construction meetings, reviews and keeps track of shop drawing submittals, reviews and approves change orders, and works toward resolving construction-related disputes that arise., • Manages and tracks all construction-related accounting (including construction escrows) to ensure that project stays within budget., • Assesses the status of projects against their plan and schedule, identifies actual or potential problems, and facilitates and guides solutions to ensure that the projects are completed as planned., • Keeps Managing Director, Senior Vice President of Real Estate Solutions or Project Team Leader apprised of progress through regular updates or meetings and including them on important correspondence related to the project. 1. Assist Senior Project Manager to prepare development scenarios and cost estimates for clients., 2. Assists other Project Team Leaders as a Project Team Member in a supporting capacity and carries out duties as assigned by the Project Team Leader., 3. Assists Owner’s Representative Team Manager, Managing Directors and Senior Vice President of Real Estate Solutions with the development and improvement of systems and procedures for project and team management within RES., 4. Makes presentations to and facilitates meetings with clients, represents IFF Real Estate Solutions at meetings, presentations and events, when requested by the Managing Director of RES and prepares written materials on projects for other IFF departments as needed., 5. Manages construction or repair work associated with the IFF’s asset management portfolio as necessary, including visiting sites, assessing facilities, hiring vendors, and working on specific projects that arise related to IFF-owned buildings., 6. Participates in department knowledge sharing and training efforts by making presentations, conducting research, and assisting in technical committees in support of department performance goals., 7. Advise clients, architects, and contractors on equitable procurement procedures in support of the economic and racial justice goals of the clients and IFF., 8. Maintains required job knowledge and skills and core professional competencies. Attends and participates in required educational programs and staff meetings., 9. Assist in generating additional business for the department and performs other duties as assigned., 10. Demonstrates a commitment to equity, diversity, and inclusion. Promotes an environment of empathy and respect, ensures the inclusion of all team members, and will actively engage in EDI events and learning opportunities., 11. Perform other projects as assigned. Performance Measures: 1. Successful completion of assigned projects according to goals set for each project, the project budget and schedule, and the RES department’s policies and procedures. Completed projects meet quality standards., 2. Demonstrated ability serving as clients’ advisor, including high level of client satisfaction with respect to services provided, client goals accomplished, and reports produced., 3. Achieve and maintain the highest quality of work product and level of excellence for both internal and external clients within time and budget constraints., 4. Internal and external meetings are facilitated in an organized way and are meaningful to the participants. Outcomes of these meetings are analyzed and well presented., 5. Continually seek to achieve efficiency and other improvements in all operations., 6. Achieve and maintain a superior level of satisfaction and working relationship with all internal and external clients, partners and team members in the development and execution of contract and project efforts., 7. Written reports are complete, accurate and clear and follow policies and procedures., 8. Oral presentations are clear, well organized, comprehensive and persuasive. Appropriate supporting material and visual aids are well utilized and enhance the presentation., 9. Cultivates a culture of openness in information sharing. Encourages open communication, cooperation, and the sharing of knowledge., 10. Models personal accountability that promotes ownership and engagement., 11. Builds and maintains effective working relationships with colleagues, peers and team members., 12. Values and supports differences in others, contributing to an inclusive work environment. Demonstrates the ability and willingness to communicate effectively with people of diverse backgrounds and experiences to create a collaborative, collegial, and caring community., 13. High level of satisfaction with both internal colleagues and external contacts. Position Qualifications: Education: Bachelor’s Degree required, preferably in architecture, engineering, construction management or similar. Advanced degree in real estate, architecture, construction management, or engineering preferred. Previous Experience: At least two years’ experience in architecture, engineering, construction management, facilities management, or real estate development required. Additional Requirements: Minimal regional travel is required. The Owner’s Representative may be required to work throughout Missouri, Kansas, and southern Illinois (Southern Region) and travel to any of the IFF Real Estate Solutions 8 offices to support the Real Estate Solutions staff working in those markets. The Owner’s Representative will visit abandoned buildings and vacant lots and inspect them fully, and inspect construction project sites. Occasional evening and weekend work may be required. Standard Benefits: • Medical, dental, and vision insurance, • Paid time off, • 401(k) retirement plan with employer contribution, • Life Insurance, • Short and long term disability Work-Life Balance Benefits: • Hybrid workplace, • Summer Fridays Employee Development Benefits: • Professional development stipend, • Mentorship program Miscellaneous: • Wellness programs, • Employee assistance, • Referral Bonuses IFF does not offer the following: • relocation package, • 100% remote, • provide sponsorship to applicants who require or will require a work permit. Check off only some boxes in the requirements listed above. Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every qualification. So, if you're excited about this role, we encourage you to apply. Application Instructions: Please visit the Careers section of our website to apply online. A resume is required, a cover letter is appreciated. IFF values equity, diversity, and inclusion as part of its mission to strengthen nonprofits and the communities they serve. IFF is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

About the role Interop Labs is seeking a Business Development Lead – Institutional to expand its footprint with financial institutions, asset managers, and other enterprise partners. This role will be responsible for driving adoption of Axelar's secure cross-chain infrastructure by institutions exploring tokenization, decentralized custody, RWA platforms, and interoperable DeFi applications. The ideal candidate brings strong existing relationships across institutional finance and fintech, and is deeply familiar with trends in digital asset infrastructure, blockchain custody, and institutional crypto adoption. You will act as a trusted advisor to partners, owning the full BD lifecycle from outreach to integration and post-deployment growth. Your responsibilities Identify, engage, and close institutional partners — including banks, custodians, asset managers, financial infrastructure platforms, and RWA/tokenization providers Own the end-to-end partnership development process: prospecting, pitching, technical coordination, negotiation, and onboarding Collaborate with product, legal, and solutions teams to craft compelling value propositions and compliant solutions Build strong relationships with internal stakeholders and ensure partner needs are clearly communicated across Interop Labs Track and report on key metrics related to pipeline health, deal progress, and revenue opportunities Represent Interop Labs and Axelar at industry events, conferences, and working groups (e.g., tokenization, cross-border payments, DeFi institutionalization) Your profile Based in New York, US. 5+ years in business development, sales, partnerships, or strategy roles in institutional financial services, fintech, or enterprise blockchain Strong understanding of the institutional digital asset landscape, including custody, fund infrastructure, stablecoins, and tokenized assets Demonstrated success in sourcing and closing high-value partnerships, preferably involving technical integrations or multi-stakeholder alignment Ability to translate complex technology into business value for financial decision-makers Familiarity with market infrastructure and regulatory considerations related to tokenization and DeFi Self-starter mindset with excellent organizational and interpersonal communication skills Passion for the future of open, interoperable financial systems Bonus Prior experience with L1/L2 blockchain ecosystems, custody platforms, or tokenized fund infrastructure Knowledge of smart contract platforms and cross-chain architecture Why us? Autonomous, distributed environment with the opportunity to work collaboratively in a diverse team worldwide. The scope to contribute to high impact work and make a difference in a decentralized protocol. The chance to challenge yourself whilst learning heaps of stuff in the process. Unlimited time off throughout the year to rest and recharge. Competitive compensation with stock options, experiencing growth from the initial phase. About us Interop Labs builds interoperability technology. Interoperability between blockchains is crucial technology infrastructure for the growth of Web3 and the advancement of internet technology as a whole. Interop Labs is the initial developer of Axelar Network - the programmable Web3 interoperability platform, scaling the next generation of internet applications to billions of users. Axelar network's key attributes are programmability, security and scalability. Axelar (_) has raised over $100 million from leading VCs including DCVC, Galaxy, Polychain, Dragonfly, Coinbase, and more. Its diverse partner ecosystem spans industry heavyweights such as Ripple, Circle, dYdX, Uniswap, JPMorgan, Deutsche Bank, Microsoft, and others—underscoring Axelar’s unique market position and opportunity in unifying stacks between traditional finance and decentralized ecosystems. Axelar protocol was founded by Sergey Gorbunov (MIT PhD, UWaterloo Professor) and Georgios Vlachos (MIT MSc, Math Gold Medalist), who previously helped to build and launch Algorand. Interop Labs is committed to fostering a diverse and inclusive workplace. We are proud to be an equal opportunity employer and do not discriminate on the basis of race, religion, gender, sexual orientation, age, or any legally protected status.

Choice Property Resources is a well-established, business-to-business professional services firm in growth mode. We are looking for an experienced individual to fill our business development role. In this position, you will hunt and close new clients who are owners, developers and managers of apartments. You have prior success selling services and/or contracts to executives during a one-to-six-month sales cycle, often against an established vendor. You are comfortable finding new leads and establishing rapport with prospects. You have exceptional listening and communication skills needed to close a sale in one to four meetings, typically with executive decision makers. You are also comfortable selling against no-decision prospects who have never purchased the services you provide. You’re highly motivated, a self-starter and able to work remotely, with minimal supervision, while also being part of a driven and supportive team. Though independent, you are ready to take an active role in helping the team succeed. You possess good judgment and professional maturity. You are assertive, and confident. You have plenty of sales experience, yet would describe yourself as trainable and coachable, and always working to improve. You intuitively understand and use technology and possess good analytical skills. Experience with multifamily, real estate development, telecommunications, construction, property management, contract negotiation, professional services, or consultative selling a plus though not required. Must live near a major airport in North Carolina with the ability to travel 10%-25% of the time. Note: This is a fully - remote role and is open to individuals who reside within 50 miles of one of the following airports: Charlotte Douglas, Raleigh–Durham, Asheville Regional, Piedmont Triad, Wilmington. Choice Property Resources has over 25 years of experience representing multifamily properties with telecom and other service contracts. We are a successful organization in growth mode--a seven-time winner of the Columbus Business First Fast 50. Check us out at _. Choice Property Resources is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status. • You will hunt and close new business opportunities., • You will develop, manage, and maintain a full sales pipeline., • You will identify and reach decision makers, including the C-suite., • You will sell consultatively: asking great questions and listening., • You will sell on value and position Choice as a trusted advisor., • You will prospect nationally with a large opportunity to grow market share., • You will concentrate on inside sales with travel to industry conferences and events., • You will think strategically and see the larger opportunity while keeping sight of the details., • You will transition new clients to Account Management through an established process over two to four months., • You will focus on results (units closed):, • You’ll be mindful of daily activities to get you to success., • You’ll embrace the Choice sales methodology and process., • You’ll be a self-starter and act with urgency., • You’ll have an ongoing willingness and openness to change and improve, including:, • Openly talking about behaviors, beliefs, sales process, and skill development., • Continuing to grow professionally and personally., • You will work closely with your Sales Manager:, • Daily huddle, • Weekly individual sales meeting, • Weekly group sales meeting, • Weekly coaching meeting(s), • Pre-call planning, • Post-call debriefs, • Roleplaying, • Ad hoc coaching calls/meetings throughout the week, • You will consistently use Salesforce, including accurately tracking Leads, Opportunities, Campaigns, and Activities., • You have a strong Figure It Out Factor., • You have excellent interpersonal skills for working with prospects, clients, and Choice colleagues., • You have excellent communication skills: written and verbal., • You can effectively manage a large pipeline., • You’re willing to adapt and adjust processes and materials to be efficient and effective., • You have sales skills with potential to further develop your skills., • You are comfortable discussing money, listening to clients, having direct conversations, and leading prospective clients by providing insights and new ways of thinking., • You can understand and discuss financial models with executives., • You demonstrate critical thinking and analytical skills., • You work independently with the support of your sales manager, implement a plan, and meet deadlines., • You have (or can set up) a dedicated home workspace that is free from distractions and background noise., • College degree is preferred though not required., • Experience utilizing Salesforce is a plus though not required., • Competitive Base Salary, • Commission Plan, • 401(k) Plan, • Company match up to 4%, • Eligible after six months, • Work from home, • Health, dental, and vision insurance, • Company paid long-term and short-term disability insurance, • Company paid life insurance, • Paid Time Off: 27 paid days off in a full year:, • 12 paid holidays annually, • 15 days of PTO per year to start, • Two volunteer days paid per year, • Mileage and travel reimbursement, • Professional development opportunities, • Friendly and supportive work environment, • Company provides laptop, docking station with full size monitors, keyboard, mouse, printer, webcam, etc., • Employee provides a dedicated workspace with a desk at home free from distractions and background noise., • High Speed Internet Connection with a minimum speed of 100 Mbps download / 20 Mbps upload. 1/2026

Job Title: Senior Tax Accountant Location: 401 Ryland Street Reno, NV 89502 Compensation: $86,280 - $131,713 per year, depending on experience Job Type: Full-time Tax Accountant – 5-7 years About Us: At Keystone CPAs we pride ourselves at delivering integrated services solutions that make a difference to our growing client base. In less than 4 years, we are on track to be a top 400 firm. Our integrated services, including accounting, tax, wealth advisory, and business brokerage create value for our clients and our team. Our focus is on delivering exceptional accounting and advisory solutions to create wealth while fostering strong, long-term relationships. If you’re looking for an opportunity to make an impact and grow alongside a dynamic team that is recognized as the best in the business, this is the place for you. About the Role: As a Senior Tax Accountant at Keystone CPA, you’ll be integral to delivering tax preparation and strategic planning services to a diverse client base, including small and medium-sized businesses. In this role, you’ll ensure compliance with federal, state, and local tax regulations while identifying opportunities to optimize financial outcomes. This position offers a valuable opportunity to advance your career in a collaborative, supportive environment. As you grow, you’ll build your expertise to handle complex M&A work, positioning you as a trusted advisor who drives meaningful tax savings for our clients. Key Responsibilities: • Tax Preparation: Assist in preparing and reviewing federal, state, and local tax returns for growing small and medium sized businesses and their owners., • Tax Planning: Support the development of tax strategies that maximize deductions and credits, optimizing clients’ financial situations. You will obtain a world class mastery of sophisticated tax strategies., • Client Consultation: Engage with clients to understand their financial goals and tax strategies, providing personalized tax advice., • Compliance: Ensure accurate and timely filing of tax returns while adhering to all relevant regulations and guidelines., • Research: Stay current on changing tax laws and conduct research to provide clients with informed recommendations., • Team Collaboration: Work closely with the Keystone CPA team to deliver high-quality service and contribute to the firm’s growth. Qualifications: • Bachelor's degree in accounting, Finance, or a related field (required), • Master's Degree in Accounting or Taxation preferred, but not required., • Experience within a public accounting firm (required), • Experience within a large public accounting firm and/or advanced coursework in Tax Accounting, highly preferred., • Experience with tax forms such as 1040, 1120, 1120S, and 1065., • Proficiency with tax software (CCH Axcess or similar) is preferred, • Strong attention to detail and analytical skills, • Excellent communication and interpersonal skills, • Eagerness to learn, grow, and take on new challenges, • Ability to work independently and collaboratively within a team Remote Work Requirements: At Keystone CPA, we are a remote-first firm and provide a company-issued laptop with all necessary software pre-installed for your work. However, candidates are expected to provide the following: • 100Mb/s minimum high-speed internet for reliable connectivity, • Dedicated workspace for confidential conversations, • Two additional work monitors for increased productivity, • Keyboard and mouse, and an optional standing workstation, if desired., • Ability to be on camera for client and internal meetings, • A professional virtual background to maintain a polished appearance during video calls These tools will help ensure you can collaborate effectively and deliver excellent service to our clients from your remote workspace. This time is for us to reconnect and review the firm's financial progress, including the transition to NetSuite, as well as any updates on market insights and recruiting efforts for the Controller role. Benefits: • Competitive salary range: $62,280 - $118,300+ annually, depending on experience., • 401(k) with company matching, • Health, dental, vision, and life insurance, • Paid time off, • Remote work flexibility, • Professional development and growth opportunities If you’re eager to contribute to a growing firm and make a meaningful impact in your career, apply to join the Keystone CPA team today!