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Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative payment and software solutions. We’re a Fortune 500 company that combines cutting-edge technology with exceptional service to help businesses of every size grow and prosper. If you’re passionate about helping business owners thrive—and you love selling technology that transforms the way they run their operations—join our dynamic, growth-minded team. Together, we’ll shape the future of commerce. Job Summary As an Outside Sales Executive, Payment Technology, you’ll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius®, our industry-leading Point of Sale and payment platform. You’ll manage the full sales cycle—from prospecting and lead generation to running demos, negotiating, and closing deals. You’ll work closely with your District Manager and sales leadership for coaching and support while driving your own success in a fast-paced, high-reward environment. This is a role for driven, tech-savvy sales professionals who want to make an impact—selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. What You’ll Do * Sell Genius® and other Global Payments solutions to small and mid-sized businesses across restaurant, retail, and service industries. * Develop and manage a consistent pipeline through field prospecting, digital outreach, and local networking. * Deliver consultative, value-based presentations both in-person and virtually to demonstrate how Genius® helps businesses streamline payments, improve operations, and increase customer loyalty. * Collaborate with your District Manager to identify new opportunities, set appointments, and close sales within a short cycle. * Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes, follow-ups, and client communications. * Upsell and cross-sell existing merchants on new features, software add-ons, and hardware upgrades. * Stay current on the fintech landscape, industry trends, and product updates to position yourself as a trusted technology advisor. What You Bring * Proven success in B2B sales, preferably in SaaS, fintech, or merchant services. * Strong communication, presentation, and negotiation skills—comfortable selling both face-to-face and virtually. * High energy, self-motivated, and competitive—driven to exceed targets. * Professional presence and genuine ability to connect with business owners. * Familiarity with the restaurant or retail industries is a plus. * Valid driver’s license and ability to spend at least 75% of your time in the field. Minimum & Preferred Qualifications * Must be 18 years or older. * High school diploma or GED required; college degree preferred. * Two or more years of relevant B2B sales experience. * Must live within the geographic area of the posting. Compensation Annual On-Target Earnings (OTE): $100,000+ Base Salary: $40,000+ Residual Income: Keep earning monthly from the accounts you build. Bonuses: Monthly and quarterly incentives for surpassing quota and achieving stretch goals. Your total compensation depends on your performance, skills, and territory—your success is in your hands. Benefits Global Payments offers a comprehensive benefits package including medical, dental, and vision coverage, paid time off, retirement programs, charitable gift matching, and more. Learn more at ___. Our Culture At Global Payments, we stand against racism, intolerance, and injustice in all forms. We honor and celebrate the diversity of our team members and the communities we serve. Our commitment to inclusion, respect, and belonging drives everything we do. Global Payments is an Equal Opportunity Employer. Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms — one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-Hybrid #EVGGP123 Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ___.

Job Description Job Overview The Seller Agent (also serving as a Licensed Account Representative) is the trusted guide and financial advocate for home sellers. This role combines consultative sales, relationship management, and contract execution to help clients confidently sell and purchase homes while building long-term community partnerships. The Seller Agent acts as a professional advisor/guide from the first contact through closing. CORE RESPONSIBILITIES: Seller Representation & Sales • Consult with sellers to understand goals, lifestyle needs, and financial readiness., • Proactively make outbound calls on listings and to surrounding neighbors to generate buyer interest., • Make outgoing prospecting calls to potential customers who have engaged with our web platfor.m, • Call leads from the previous day that may not have been answered, • Keep an accurate record and current contact with all leads, • Verify financial requirements for all bidders and introduce buyers to approved lenders, • Guide clients through budgeting conversations and act as a financial-planning resource in collaboration with lending partners, • Prepare and submit buyer offers, • Communicate clearly with listing agents and sellers, • Support buyers through inspections, appraisals, and contract milestones, • Build professional relationships with builders, bankers, financial planners, mortgage brokers, attorneys, etc., • Establish business-to-business partnerships within the community, • Create and nurture a referral network that drives consistent buyers and listing opportunities, • Operate in alignment with best practices promoted by the National Association of Realtors, • Confident, personable, and relationship-driven, • Strong sales mindset with a consultative approach, • Excellent communicator (in person, phone, and written), • Comfortable discussing finances and guiding buyers through big decisions, • Organized, responsive, and detail-oriented, manage workload in CRM, • Self-motivated with high follow-through, • Community-minded networker, • Ohio Real Estate license, • CRM experience highly preferred, • Inside/Outbound call experience, • Experience with the Multiple Listing Service, • Willingness to learn new tools, systems, and technologies, • People-oriented, positive, and customer-focused attitude, • Excellent verbal and written communication skills, • Outstanding organizational and time management skills, • Able to work nights and weekends

Job Description The Experience Senior Living Team is comprised of dynamic professionals that are fueled by their passion to empower people as they grow older to live life to the fullest. They are creators, architects, nurses, researchers, programmers, marketers, facilitators, developers, investors, and caregivers, all focused on making a positive impact on the lives of residents, their families and team members. We are looking for a Divisional Director of Sales & Marketing to join our amazing team! This position will support communities across Florida, Ohio, Indiana, and Virginia. Responsibilities: • Empower Sales Teams: Guide and support Community Directors of Sales (DOS), Leasing Counselors (LC), and Leasing & Move-In Specialists (MIS) in their sales endeavors., • Be a Presence: Regularly visit communities to consult on and participate in sales strategy, execution, and management., • Break Down Barriers: Troubleshoot and remove obstacles to improve census and sales performance., • Train to Excel: Provide comprehensive sales training to new Executive Directors (ED), DOS, LC, and L&MIS on our state-of-the-art sales platform., • Innovate Tactics: Devise creative strategies to convert leads into move-ins., • Strategic Consulting: Act as a consultant on Sales and Marketing Plans, Competitive Analyses, and recommend pricing adjustments to Operations., • Hands-On Outreach: Join DOS/LC and EDs on outreach sales calls to ensure effective prospect-centered selling. Provide coaching, training, and feedback to support growth and empowerment for our community leaders., • Engage in Events: Attend and support internal sales and marketing events regularly. Bring a strong sense of leadership and hype to get our teams excited about making a difference., • Maximize Relationships: Collaborate with referral agencies to enhance productivity and relationships. Establish community partnerships in your market to further promote the brand and make ESL the most desired senior living communities., • Ensure Accuracy: Keep sales projections accurate and on track., • Support the Community Director of Sales (DOS), Leasing Counselor (LC), and, • Provide Insight Offer regular feedback to Operations on sales activities and concerns. Know your data and identify trends so our sales efforts remain proactive., • Talent Acquisition: Interview and recommend top sales candidates to Executive Directors. Act as an advisor to our EDs to ensure we are bringing in the most talented sales and marketing professionals., • Lead with Enthusiasm: Participate in regional calls and meetings to share insights, celebrate achievements, and foster a competitive spirit., • Engage in Summits: Join sales summits to stay ahead of industry trends and network with peers. Remain abreast of the most innovative and forward-thinking solutions in the business., • Flexibility: Be ready to tackle other duties as needed. We are a highly collaborative team, and we thrive within an “all hands-on deck” mentality. Requirements • Education & Experience: Bachelor's degree (B.A.) from a four-year college or university, with 2-4 years of related experience, or an equivalent combination of education and experience., • Sales Expertise: At least 4 years of related experience and proven sales skills, customer service, negotiation, and basic financial knowledge., • Tech Savvy: Intermediate computer and electronic file management skills. Highly focused on how we can consistently improve our digital processes and tools to optimize the sales process and performance., • Organized & Detail-Oriented: Strong organizational, follow-up, detail orientation, time management, and multi-tasking abilities. Must maintain confidentiality., • Communication Pro: Excellent written and verbal communication skills., • Sales Leader: Proven ability to close sales and outperform peers using prospect-centered selling techniques., • Team Player: Skilled at engaging and leveraging leadership teams and line staff to maximize sales., • Travel Enthusiast: Willing to travel 75% of the time and possess a valid driver's license. We offer a full benefits package that includes medical, dental, vision, STD/LTD, life and voluntary life, 401k with employer matching, paid holidays, and up to 20 days PTO in the first three years. We offer a full benefits package that includes medical, dental, vision, STD/LTD, life and voluntary life, 401k with employer matching, paid holidays, and up to 20 days PTO in the first three years. Background Screening Requirement Employment is contingent upon successful completion of background screening in accordance with Florida law and company policy. Certain positions may require fingerprinting and Level 1 or Level 2 background screening. Applicants can review Florida care provider background screening requirements here: Application Deadline: We anticipate reviewing applications through April 14th, 2026.

Job DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Summary of the position: The Digital Marketing & Communications Lead is an experienced, results-oriented marketing and communications leader with a deep understanding of integrated marketing strategies and brand stewardship. Serving as part of the leadership team for the Marketing & Communications department and reporting directly to the Chief Marketing & Communications Officer, the lead holds responsibility for the firm’s digital marketing strategy and execution and provides strategic marketing representation with key channel partners. This role blends strategic vision with tactical execution, requiring deep expertise in digital channels, content strategy, analytics, and compliance-sensitive marketing in the financial services industry. As a manager, the Lead guides team members in a shared commitment to collaboration and the delivery of high-quality, timely strategies and materials. Responsibilities: • Supports the Chief Marketing Officer in building a high-functioning, engaged team of professionals; provides forward-thinking strategic planning and team-oriented leadership., • Represents the Marketing & Communications department with professionalism, extending the highest standards of service., • Serves as the strategic lead for at least one channel partner, aligning the objectives of the channel with marketing and communications initiatives that support growth and elevation of the Sequoia brand. Serves as the point of contact to the broader MarComm team for assigned channels., • Responsible for facilitation of all content production and communication mediums needed to support assigned channels. Produces project outlines and writes content outlines and, at times, actual content for channel use., • Attends and contributes to regularly scheduled channel partner strategy meetings. Brings related action items to MarComm team for execution., • Serves as a manager to Marketing & Communications department team members, providing leadership and day-to-day guidance on strategies, tactics, and prioritization., • Develops and executes strategic digital marketing and communications plans to support objectives and activities critical to firmwide success, as identified by department leaders., • Oversees all online marketing initiatives to enhance brand awareness, generate qualified leads, and support client engagement, including digital advertising activities across all mediums., • Works with agency partner and plans and manages multi-channel campaigns (SEO, SEM, AI search, email, social, display, retargeting) to drive traffic and conversions. Assists in creating ad content as needed (e.g. headlines, campaign details, demo and geo direction, etc.)., • Optimizes lead generation funnels and nurtures workflows using CRM and marketing automation tools., • Tracks, analyzes, and reports on KPIs (traffic, engagement, leads, ROI) using tools like Google Analytics, Search Console, and CRM dashboards., • Continuously tests and optimizes campaigns based on performance data., • Manages digital marketing budget and related agency/vendor relationships., • Ensures ROI on the firm’s Catchlight investment, partnering with the campaign manager to leverage Catchlight insights to inform marketing strategies and initiatives., • Supports initiatives for advisor-enabled activities that leverage Catchlight data., • Partners with advisor leadership to help drive Catchlight usage., • Oversees effective utilization of Salesforce CRM data to accurately communicate with all constituencies., • Oversees use of Salesforce Account Engagement/Pardot for campaign and email communication management., • Stays current on digital trends, tools, and best practices in financial services marketing., • Guides department in exploration and research process of tools that support marketing workflows, content-use facilitation, and repositories., • A bachelor’s degree in marketing, communications, or a related discipline., • 8+ years of related experience; preferably in financial services with an RIA, with at least 5 years in a leadership role preferred., • Excellent interpersonal, verbal, and written communication skills., • Proven experience leading, coaching, and providing performance management to team members., • Proven success in lead generation and digital campaign management., • Demonstrated success in developing and executing marketing strategies., • Proficiency in marketing automation, CRM platforms, and analytics tools. Direct experience in Salesforce preferred., • Strong understanding of compliance requirements., • Self-starter with proven ability to manage multiple projects simultaneously., • Professional presence and ability to develop strong working relationships with executive management., • Strategic thinker; cross-functional executor., • Strategic manager., • Highly organized and detail-oriented., • Motivated and able to work with minimal supervision., • Collaborates well on a team., • Ability to effectively time manage., • Solution-oriented mindset.

Job DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team., • Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Position Summary Reporting into the firm’s Chief Operating Officer, the Head of Risk & Compliance is responsible for designing, implementing, and overseeing the Sequoia Financial Group’s internal control framework, ensuring full adherence to SEC regulations (including the Advisers Act of 1940), internal policies, industry best practices, and fiduciary obligations to clients. This leader proactively identifies, evaluates, and mitigates risks across the firm while serving as the primary steward of a robust compliance culture among the Advisors, Investment Research (CIO), Operations and members of other relevant functions. Key Responsibilities Regulatory Compliance • Serve as the Chief Compliance Officer., • Maintain, update, and enforce the firm’s Compliance Program, including policies and procedures required under Rule 206(4)-7, and building a relevant team of Compliance subject matter experts reporting into this role., • Act as the key point of contact for relevant Regulatory agencies., • Oversee annual risk assessments and the annual compliance program review., • Monitor regulatory developments (SEC, state regulators, FINRA interactions if applicable) and ensure timely updates to policies and staff training., • Coordinate and manage regulatory exams, responses, and remediation steps., • Develop and maintain the firm’s enterprise risk management (ERM) framework, including the development of a robust Risk and Control framework, corresponding policies and audit / test framework and process., • Conduct ongoing risk assessments covering operational, market, cybersecurity, third-party/vendor, trading, valuation, and conflicts-of-interest risks., • Partner with business and investment teams to design risk controls and ensure effective implementation, including periodic testing of firmwide controls and local-level execution (e.g., through branch-level audits)., • Establish metrics, dashboards, and reporting structures for risk monitoring., • Oversee periodic and thematic compliance testing, surveillance, and internal audits., • Monitor trading activity, allocation practices, best execution, and adherence to investment guidelines and client mandates., • Provide ongoing compliance and risk training to all employees, including onboarding and annual refreshers., • Engage senior leadership on emerging risks and communicate expectations clearly across the firm., • Draft, update, and enforce policies related to:, • Code of Ethics, • Insider Trading & MNPI Controls, • Cybersecurity & Business Continuity, • Portfolio Management Oversight, • Advertising/Marketing Rule (206(4)-1) requirements, • Books & Records (Rule 204-2), • Valuation and pricing procedures, • Strengthen role Risk & Compliance plays within the formal end-to-end acquisitions process., • Perform pre-deal diligence, regulatory risk evaluation, integration planning, and post-acquisition oversight, • Serve as a strategic advisor to members of Executive Committee as it relates to Risk, Compliance and Controls., • Work cross-functionally with operations, IT, portfolio management, trading, legal, and finance teams., • Bachelor’s degree required; advanced degree (JD, MBA, or similar) strongly preferred., • 7–15+ years of compliance, legal, or risk experience in investment management or financial services., • Understanding of the Investment Advisers Act of 1940 and related SEC rules and ability to build a team / bench strength on the subject., • Experience with regulatory exams, compliance testing, and risk frameworks., • Strong analytical skills, sound judgment, and excellent communication abilities., • Proven ability to lead teams and operate in a fast-paced, regulated environment., • Experience with Private Equity., • High integrity and strong fiduciary mindset – able to balance commerciality with risk and compliance mitigating decisions, • Proactive, detail-oriented, and able to anticipate regulatory expectations., • Skilled at building collaborative relationships across the organization., • Effective at translating complex regulations into practical operational controls.

Job DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. The Payroll Specialist brings strong knowledge of payroll regulations, exceptional attention to detail, and a high degree of discretion and confidentiality in handling sensitive information. Responsibilities: • Process end-to-end U.S. payroll processing for exempt and non-exempt employees, ensuring compliance with federal, state, and local regulations., • Calculate wages, deductions, garnishments, and taxes., • Administer timekeeping systems and ensure accurate recording of hours worked, PTO, and leave., • Maintain compliance with labor laws and internal controls, staying current on legislative changes., • Participate in and support payroll and timekeeping system upgrades, integrations, and enhancements., • Identify and implement process improvements to increase efficiency and accuracy., • Prepare and deliver payroll-related reports for Finance, HR, and leadership., • Serve as a subject matter expert on complex payroll issues and regulatory changes.Required Skills/Experience, • Hands-on experience with payroll and timekeeping systems (ADP and Workforce Manager strongly preferred)., • Bachelor’s degree in accounting, finance, human resources or a related field., • 3+ years of experience in payroll in payroll processing., • In-depth knowledge of payroll processes, labor laws, taxation and statutory compliance., • Experience in conducting and supporting payroll audits, inspections and compliance assessments., • Proficiency in Microsoft Office applications, particularly Excel.Preferred Skills/Experience, • CPP (Certified Payroll Professional) certification or relevant professional certification in payroll processing and or management preferred but not required., • Strong understanding of accounting principles and practices related to payroll., • Experience leading projects and driving change management initiatives, • Understanding of financial principles and the ability to reconcile payroll with financial records.Competencies, • Exceptional communication and interpersonal skills, with the ability to interact effectively with employees at all levels of the organization., • Strong attention to detail and accuracy in managing complex payroll calculation data., • Good organizational and time management skills to meet strict payroll deadlines and manage multiple priorities., • High level of integrity and ability to handle sensitive and confidential information.

Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Summary of the position The Portfolio Strategist is a member of Sequoia’s Investment Operations Department whose primary role is to partner with advisors on business development and servicing existing clients. Business development will include developing and maintaining relationship with referral channels, investment proposals and ongoing education of Sequoia’s investment platform. The Strategist will also support advisors with ongoing management and review of complex client portfolios. Responsibilities • Assist advisors with visits to referral channels and presentations of Sequoia investment and portfolio management capabilities., • Engage and support advisors on prospective, conduct analysis of current investments and propose compelling investment solutions., • Collaborate with advisors on segment specific investment needs including investment solutions and client communication., • Proactively partner with the advisory team to define clear expectations and deliver consistent, high-quality support., • Communicate tactical allocation changes to the centralized trading team., • Prepare analysis and lead investment reviews in client meetings., • Monitor and assist with the management of complex client portfolios, including working with advisors to maintain alignment with target allocations, analyze tax-loss harvesting opportunities, conduct investment strategy transition analysis and other investment analysis functions as necessary., • Conduct ongoing reviews of client portfolios to ensure alignment with client objectives and investment policy., • Maintain compliance with all internal policies and procedures. Required Skills/Experience, • Bachelor’s degree., • Five years' experience as a Registered Investment Advisor., • Minimum three years' experience in portfolio management and/or investment research., • Minimum three years' experience working directly with clients or investors., • Professional designation or advanced degree such as CFP, CFA, CAIA., • Experienced in managing internal relationships and executing strategic initiatives with a large organization., • Advanced knowledge of financial markets including an understanding of fundamental, technical, and macroeconomic analysis., • Knowledge base of portfolio management and industry software (Morningstar Direct, Bloomberg, FactSet or equivalent).Preferred Skills/Experience, • Experience in writing investment research, updates or market commentary., • Experience in developing investment marketing campaigns., • Experience as regional investment consultant., • Experienced in developing and leading a team of investment professionals., • Experience with Charles Schwab Advisor Center, custodial platform. Competencies, • Ability to identify & prioritize critical tasks., • Strong presentation skills along with the ability to concisely articulate complex financial concepts in verbal and written form., • Works well within fast paced team environment., • Strong written and verbal communication skills., • Required travel., • Detail oriented & organized.

Job Description Job Summary The Client Operations Specialist primarily serves as a liaison between our Member Offices and our core custodians. Client Operations Specialists are go-to resources, providing direction, expertise, and training of Valmark policies and custodial platform best practices to Member Offices (newly onboarded and existing). Essential Functions and Responsibilities • Escalate, review, and respond to internal, Member Office, and custodial requests to process, review, or escalate urgent or complex items, • Foster relationships with Member Offices through initial & ongoing customer service and issue resolution, • Serve as an internal training resource for the Member Offices by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines, • Monitor and review custodians for policy, procedures, and paperwork changes, updating resources and training materials, • Perform security administration, vendor code maintenance, and related functions for Schwab and Pershing, • Assist team members with daily tasks as needed due to volume, • Provide backup assistance to other team members as business needs dictate, • Knowledge of financial industry and investment products, • Knowledge of Valmark procedures, paperwork, and processing, • Strong knowledge of various technologies: Microsoft Office, Dynamics, LaserApp, DocuSign, Schwab Advisor Center, Pershing NetX360, • Strong written and verbal communication skills, with the ability to deal effectively with various people including staff, management, custodians, and Member Offices, • Ability to prioritize and manage in a fast-paced, multi-task environment with organization and accuracy, • Strong analytical, problem-solving, research skills, and attention to detail Client Operations Specialist will not have any supervisory responsibilities. Required Education and Experience • 3+ years of financial industry experience, • Industry designations (CFP, CPA), • FINRA registrations This is a largely sedentary role; however, some walking is required. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for short periods of time. Expected Hours of Work This is a hybrid position. Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”. Company DescriptionAt Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Work Places in Northeast Ohio since 2020!

Job DescriptionWho we are Big enough to serve regional, national and international clients, but small enough to foster a family atmosphere, Bober Markey Fedorovich is the perfect solution if you're looking for something a little different from the Big Four. From large, publicly held companies to smaller, family owned businesses, our clients come in all shapes and sizes so you'll get opportunities to serve a variety of industries in many different ways. With 65 years in business, BMF is one of the region’s premier accounting and advisory firms with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized as a 2024 Top 200 firms by Inside Public Accounting. Why You Should Consider BMF We're committed to hiring the BEST and the BRIGHTEST. Our employees enjoy highly competitive compensation and benefits packages; receive ongoing training and professional development on the latest technical issues; and an energetic culture that encourages advancement and promotion! Other perks: Newly renovated office space, Teleflex work arrangements, generous PTO, dress for your day policy, robust CPA benefits, manager incentive bonus & more. The real bonus: working with an awesome team you can call friends. Overview The Controller is a key member of the Client Accounting & Advisory Services team who leads a variety of engagements as the client’s everyday trusted advisor contact. The Controller is responsible for keeping the Managing Director abreast of the progress of each engagement and responsible for seeking his direction when needed. The Controller is tasked with reviewing financial statements, as well as managing staff work assignments. Additionally, they are responsible for 2-4 direct reports and providing outstanding client service to our clients. Duties & Responsibilities • Maintains multiple client relationships as the managing point-of-contact, while providing consulting and accounting services in a proactive trusted advisor manner., • Develops and strengthens long-term relationships with client’s senior management., • Demonstrates the ability to manage the preparation and review process of complex financial statements in a timely and efficient manner for clients across a variety of industries., • Ability to do technical accounting/finance research and supply documentation that supports conclusions., • Resolves complicated accounting issues that arise for staff while completing monthly financial statement accounting duties., • Ensures an on-boarding plan has been designed and discussed with client and reviews plan with Managing Director prior to start of all new engagements., • Prepares review notes for staff on client financial statements and assures statements are accurate prior to being issued., • Oversees and performs with staff assistance, all onboarding training for new team members and works with Managing Director to ensure appropriate ongoing training occurs for CAAS team., • Works with other CAAS Controllers to assure staff resources are scheduled properly, ensuring all deadlines are met, and to assure individual capacity loads are managed, while also structuring work teams for new engagements that successfully meet client expectations and help develop strong client partnerships., • Participates with the Managing Director on new business development client calls and assists with pricing models for proposal., • Experience in preparing and analyzing financial statements required., • Strong understanding of GAAP financial Statements required., • QuickBooks Online and Desktop experience required, ProAdvisor a plus., • Excellent command of Excel and Word., • Experience with QuickBooks implementations, project consulting and training., • Experience in compilations and reviews a plus., • Experience working in public or corporate accounting in multiple industries a plus., • Experience working with multiple accounting software packages a plus., • Ability to work with multiple clients, staff and managers, with varying needs and personalities., • Demonstrated ability to act as a role model for staff, as a result of professional and technical reputation., • Strong analytical and problem-solving skills., • Ability to multi-task and meet or exceed deadlines., • Strong time management, organizational and communication skills., • 12+ years of accounting experience with 2+ years as a controller in corporate accounting, some public accounting experience helpful but not required., • Bachelor’s degree in accounting., • A level of technical competence as demonstrated through either: CPA, other professional credentials (i.e. CMA), advanced degrees (master’s degree/MBA) is required., • QBO Pro Advisor certification a plus. PvA8qY2AZ2

Financial Aid Advisor (Online Division). Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity for growth by means of our Career Pathways. In this role you will guide students through the financial aid process and counsel prospective and current s

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at TruStage located at 7 17 Credit Union in Akron, OH would allow you to join 7 17 Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Several branch territorie

Job DescriptionAre you a Senior Project Manager in the Architecture, Engineering, and Construction field seeking purpose, challenge, and talented colleagues? With a diverse portfolio of residential, energy, commercial, light industrial and public programs, CESO has the opportunity for you to develop your career. We develop leaders and empower our associates to use their skills and talents to positively impact the world through service – to our coworkers, clients, and communities. We subscribe to the mission of “finding purpose through serving others,” so if this speaks to you, let’s connect! At CESO, a Senior (Sr) Project Manager is to plan, execute, and deliver projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. A Sr Project Manager will also define the project’s objectives, oversee quality control and be responsible for invoicing and managing of accounts receivable. In aggregate, a Sr Project Manager will be responsible for a significant volume of work and revenue. The Sr Project Manager will represent CESO in all project related communications with clients from initial effort throughout entire course of agreement activity, and in post agreement marketing activities on a regular basis. Responsible for mentoring personnel, including project managers and possible design team members.Primary Responsibilities • Prepare proposals to provide professional services for individual projects or programs including scope, schedule, fee budget, as well as fee negotiations, change order preparation, monthly billing and coordinate other contract negotiations with senior leadership., • Accountable for the team’s quality of work, productivity, and actions., • Oversees and delivers complex, high-value A&E projects with significant strategic or operational impact., • Maintains executive-level client relationships; acts as a trusted advisor for key accounts and long-term programs., • Leads all phases of project development, ensuring design excellence, quality control, and technical accuracy., • Drives financial performance, including profit and loss accountability for assigned projects or portfolios., • Responsible for billing, invoicing the project, and tracking/managing a client’s accounts receivable in collaboration with the accounting department to ensure payment by contract terms., • Supervising direct reports is a key responsibility of this job., • Manages multiple teams and subconsultants across disciplines and geographic locations., • Provides leadership and mentorship to project managers and assistant project managers., • Leads contract negotiation, fee development, and project scoping in alignment with business goals and client expectations., • Partners with market leader and business development leaders to pursue new work and grow strategic accounts., • Establishes project goals, performance metrics, and risk management protocols in collaboration with senior leadership., • Advances internal project delivery standards, tools, and training initiatives across the firm., • Perform other duties as assigned.Position Requirements, • Bachelor's degree in architecture, civil engineering or related field, with a minimum of 10 years of experience directly managing projects in a design and construction related field is preferred; Or 15 years related experience and/or training is required., • Professional Licensure (RA, PE, PS, RLA) is preferred., • PMP certification is preferred., • Computer skills necessary to enter daily timesheet data and use Microsoft Outlook for email correspondence., • Proficient knowledge of Microsoft Suite products, Deltek, and Newforma.Benefits and Perks, • Flexible and Hybrid Work Schedule, • Paid Time Off – Credited to You 100% Upfront, • 401K with a Company Match, • Rewards and Recognition Program, • Training and Development to Foster Professional Growth, • Paid Holidays, • Medical / Dental / Vision Coverage, • Welcome Box, • Casual Dress Code, • Reimbursement for Professional Licenses, • Paid Time Off for Community Team Service Events, • Voluntary or Supplemental Short-Term / Long-Term Disability, • Employee Assistance Program, • Company Paid Bonding and Recovery

Job Description JOB SUMMARY Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you! For more than 40 years, Wealth Impact Advisors has served clients across Northeast Ohio with disciplined financial planning, prompt service, and investment management that stands the test of time, markets, and life stages. We're a locally rooted firm with a loyal, multi-generational client base - and we're intentional about how we grow. We're adding a Junior Associate Advisor to become a key force behind the quality, consistency, and scalability of our financial planning experience. This role is for someone who enjoys learning, takes pride in well-done work, and loves turning complex financial ideas into something clear, useful, and client ready. If being called a “financial planning nerd” feels like a compliment, you might feel right at home here. ESSENTIAL DUTIES & RESPONSIBILITIES You'll work closely, day-to-day, with two lead financial advisors, serving as the analytical and operational backbone of the clients they serve. Your mission is to master our systems, elevate our planning process, and help translate tax code and sophisticated financial strategy into elegant insights clients can actually understand and use. This is not a sales role, and you are not expected to bring in clients. What You'll Do First From day one, you'll dive into our internal ecosystem - CRM, financial planning software, tax tools, workflows, and processes - building deep fluency so you can confidently support client planning preparation, analytics, and reporting. You'll manage multiple tasks and projects at once, stay organized, and make sure the important details never fall through the cracks. How the Role Grows As your knowledge and confidence expand, you'll help design and refine planning modules so advisors can deliver them efficiently and consistently. Over time, you'll participate directly in client planning meetings and communications, develop your own client relationships, and - if it aligns with your strengths - grow into an advisor role with increasing responsibility and leadership opportunity. CORE COMPETENCIES We value strong work ethic, high character, and genuine enthusiasm for the work. You're detail-oriented but comfortable with imperfect information. You enjoy finishing projects, checking things off your to-do list, and exercising good judgment about when something is “done well.” You're self-motivated, curious, and willing to invest in your own learning. Clear writing and communication skills matter a lot. EXPERIENCE & CREDENTIALS • Prior experience is helpful but not required. Curiosity, coachability, energy, and integrity matter more. We'll teach the rest., • Candidates should have met- or be working toward - the education requirements for the CFP® designation, with passage of the CFP® exam expected within two years of hire., • Securities and insurance licensing is required within one year., • Additional financial planning or tax-focused credentials (such as EA or MTax) are encouraged, supported, and rewarded as your career develops. Physical Demands: This is largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday. Position Type and Expected Hours: Days and typical hours of work are Monday through Friday, 9:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini