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Ready to grow your career and make an impact? At OTC Industrial Technologies, we give you the tools, training, and support to succeed. Enjoy uncapped commissions, a vehicle reimbursement program, and the backing of a dedicated team so you can focus on what matters—selling. Our streamlined CRM tools keep admin stress low, so you'll spend 80% of your time engaging customers instead of wrestling with paperwork. \n As an Aftermarket Account Manager, you'll take charge of driving growth in your territory by building strong customer relationships, identifying new opportunities, and closing deals. With a defined region, a full suite of aftermarket solutions, and hands-on training, you'll become a trusted advisor to customers across maintenance, engineering, and purchasing. If you're motivated, strategic, and ready to thrive in a fast-paced environment, this is the opportunity you've been waiting for! \n What You'll Do: \n\n • Drive outside sales, handling all aspects from lead generation to closing deals.\n, • Establish and nurture business relationships with key accounts.\n, • Showcase our cutting-edge product suite to pivotal departments like maintenance, engineering, and purchasing.\n, • Excel in interpersonal communication, fostering long-term partnerships.\n, • Achieve sales expansion by consistently meeting performance metrics.\n, • Collaborate with internal teams and factory representatives to increase product revenue.\n, • Strategize and execute tailored sales plans for targeted utility service opportunities.\n, • Strategize and execute tailored sales plans for targeted utility service opportunities.\n, • College degree preferred, plus 2+ years in compressed air equipment sales OR 6+ years in industrial sales.\n, • Proven ability to prospect and close deals, with 75% of your time spent in the field.\n, • Strong technical aptitude and problem-solving skills to deliver utility air solutions.\n, • Excellent communication and presentation skills—both in-person and virtual.\n, • Proficiency in CRM tools and MS Office, with disciplined time management.\n, • Comprehensive Benefits: Our benefits package includes medical, dental, and vision care coverage, short-and long-term disability coverage, and life insurance. We also offer a wellness discount and a stipend for safety shoes & glasses.\n, • Financial Security: We provide a 401(k) savings plan with an employer match of 50% on the dollar up to 6%, robust referral bonuses, and relocation assistance.\n, • Work-Life Balance: Enjoy paid time off (PTO) and tuition assistance to support your career growth and personal life.\n

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Healthcare Treasury Management Advisor within PNC's Small Business Banking organization, you will be based in Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision., • With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services., • Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks., • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty., • Builds an effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities., • As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities CompetenciesBusiness Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Pay Transparency Base Salary: $55,000.00 – $100,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 03/16/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Overview: The Client Service Associate (CSA) provides dedicated support to their assigned financial advisors so that all operational and administrative aspects of a client relationship are handled seamlessly and with proper communication and documentation. The purpose of the CSA role is to free up the Financial Advisors to focus on providing advice and engaging in marketing/sales activities to retain and bring in new business. CSA’s themselves do not have sales goals but are encouraged to communicate with their assigned financial advisors about potential new opportunities with existing clients. CSA’s may also perform Paraplanner duties related to financial planning under the guidance of the Client Advisors. This is an on-site, full-time role in downtown Cleveland. • Open and close accounts, facilitate money movement and security trades with Operations department, and work directly with clients to complete these tasks., • Daily regular communication with advisors and clients, both virtually and in person as needed., • Attend client meetings (in person and virtual) as requested by Client Advisors and assume primary responsibility for taking and recording notes and creating all follow-up tasks in CRM. Ensure all follow up tasks are documented and completed., • Research complex situations, set client expectations, and define the actions necessary, to resolve inquiries promptly., • Communicate and coordinate with internal departments and client’s external advisors (accountant, attorney, insurance agent, etc.) to ensure client's expectations for timely service delivery are met., • Active and regular CRM management (Advyzon) – ensure that all client communication, tasks and follow up items are properly documented and updated. Manage “task manager” by entering tasks, monitoring progress, and troubleshooting delays. Assist Financial Advisors as needed by documenting their client activities and notes into the CRM., • Assist Financial Advisors in preparing for upcoming client meetings (i.e., paperwork, reports, presentations, etc.). Provide Client Advisors with notes as requested, to prepare for client discussions., • Paraplanner duties include mastery of financial planning software (eMoney), data input and reporting for review by the financial advisor. Qualifications • Excellent communication skills, both written and verbal., • Professional demeanor, appearance and discretion., • Ability to work in a fast-paced environment and manage multiple tasks., • Strong service orientation and strong attention to detail, follow up and organizational skills., • Bachelor’s degree in Financial Planning, Finance, Marketing, Business or related field., • CFP or Paraplanner designation a plus., • 3+ years of experience in the financial services/banking/related industry.

Job Summary The Project Manager leads and supports a diverse portfolio of small to mid-size projects, which usually impact a Line of Business (LOB) and/or functional areas and assists with strategic process improvement initiatives across the Institutional Bank. The position takes projects from planning through final implementation using standard project management, change management, risk management, and process improvement methodologies and concepts. Enables process improvement, promotes technology-driven solutions, and assists with training and communication across the Institutional Bank. This role requires a hands-on approach to defining and clarifying processes whenever ambiguity exists, ensuring project teams have clear direction and consistent execution standards. The role partners closely with business leaders, IT, and cross-functional teams while maintaining a trusted-advisor relationship with stakeholders. The role is responsible for setting expectations for project stakeholders through planning activities and maintaining transparency via communication and reporting channels. Essential Function Lead and manage small to mid-size projects or discrete project phases from initiation through implementation, working closely with business leaders to define scope, objectives, requirements, deliverables, dependencies, and value propositions that support multiple stakeholder interests. Develop, maintain, and execute integrated project plans, including critical paths, milestones, and checkpoints, while adhering to established project management standards and methodologies (e.g., waterfall, agile, lean, Six Sigma). Identify ambiguous workflows or undefined processes and partner with business and IT stakeholders to define, document, standardize, and improve business processes. Analyze current-state operations and recommend technology-enabled enhancements using platforms such as SharePoint, Workday, and Microsoft Office 365 to improve efficiency and effectiveness. Lead communication and change management activities, including stakeholder communication planning, training coordination, readiness planning, and adoption support. Coordinate with cross-functional partners, subject matter experts, and technology teams to design and implement solutions, ensuring potential impacts to internal operations and external client experience are addressed. Identify, track, analyze, and escalate project risks, issues, dependencies, and resource needs; perform impact analysis and prioritization; and recommend and implement mitigation strategies to resolve conflicts and delivery bottlenecks. Support business case development, project initiation activities, and governance checkpoints to drive successful execution. Manage project financials, including budgets, forecasts, and financial requests, and monitor resource utilization throughout the project lifecycle. Gather effort estimates, assess staffing needs, coordinate vendor engagement as required, and support vendor onboarding, performance monitoring, and offboarding activities. Prepare and deliver executive-ready reporting, status updates, and project communications, and build strong working relationships with stakeholders across the organization through clear, consistent, and professional communication. Perform other duties as assigned; duties, responsibilities, and/or activities may change at any time with or without notice. Comply with all KeyBank policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients. Education Bachelor's Degree (preferred) OR equivalent experience (required) Work Experience Minimum 3 years of project management, process improvement, or technology-enablement experience (required) Experience working with enterprise tools (e.g. Salesforce, Microsoft Office 365) (preferred) Experience supporting or leading projects in financial services is beneficial (preferred) Licenses and Certifications Project Management Professional (PMP) - PMI (preferred) Agile, ADKAR, or related change-management certifications (preferred) Lean Six Sigma Green Belt (preferred) Skills Extensive Experience with effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives (Project plans, Project charter/business case). Extensive Experience with effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Working Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems (SIPOC, process mapping, root cause analysis (5-whys), communications/training plans, improvement plans). Working Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Working Knowledge of techniques to successfully effect change in an organization and ability to manage the successful and smooth transition from current to desired culture, practices, structure, and overall organizational environment (change-management plan & control plans). Working Knowledge of effective team building techniques; ability to form and manage effective teams (Forming, Storming, Norming, Performing) Working Knowledge of leadership practices and processes; ability to use strategies and skills to enlist others in setting, embracing and achieving objectives while having a long-term perspective of the future state of things and how to get there. Working Knowledge of project planning; ability to utilize a variety of specific tools and techniques for planning, estimating, resourcing and scheduling IT projects. Working Knowledge of project control and reporting; ability to monitor the vital signs of an IT project while managing its progress and delivery schedule. Working Knowledge of major tasks, deliverables, and formal application delivery methodologies; ability to utilize these in order to deliver new or enhanced applications. Working Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals. Core Competencies Leadership and team coordination Cross-functional collaboration Strategic and critical thinking Adaptability and growth mindset Executive presence and presentation abilities Organizational awareness and trusted-advisor behavior Self-management and prioritization Continuous improvement mindset

About the Firm: Monticello Associates, LLC is an investment consulting firm serving foundations, endowments, and family office clients in an investment advisory capacity. The firm is headquartered in Denver, Colorado, with additional offices in Cleveland, Ohio, Washington, D.C., and Boston, Massachusetts. Our firm provides clients with manager due diligence and selection, asset allocation strategy recommendations, performance reporting, and all other necessary functions required to support clients in their role as fiduciaries. In 2025, Monticello partnered with Cresset, an award-winning*, independent multi-family office and private investment firm. This combination brings together Monticello’s deep experience in endowment and foundation consulting with Cresset’s scale, comprehensive family office services, and broad private market access. The result is a powerful combination of institutional rigor and boutique personalization, delivering customized solutions to clients while opening new and exciting career opportunities for our team. Job Description The firm seeks an experienced Associate, Client Administration to support the Consulting team. Candidates must be polished and professional; show initiative and high energy proficiency for administrative work; and be methodical with excellent attention to detail. Responsibilities • Manage multiple calendars, email communication, and travel arrangements; maintain itineraries for the Managing Directors, • Follow up with analysts and consultants in multiple departments and in multiple nationwide locations to complete client deliverables, • Keep current Outlook contacts up to date with business and personal contacts, • Manage the database by entering contacts and relationships and tracking all correspondence and meeting activity, • Prepare documents including drafting correspondence and presentation packaging (including binding and working with Director to finalize and ship presentation materials), • Order and document all subscription document requests for client investments, • Maintain department documents, both electronically and hard copy, including organizing folder structures in the document management system in accordance with document retention procedures, • Maintain inventory of office items and order as necessary, • Provide phone coverage for the office, • Set up Zoom/Teams calls, prepare rooms for meetings, greet visitors for meetings, • Prepare and submit expense reports for team members It is critical that the CA be a self-motivated “utility player” who is comfortable juggling multiple projects and is eager to foster and deepen relationships—not only with clients, as well as fund managers, but also within Cresset—in order for Cresset to best serve its clients and continue to grow as successfully as it has since its inception. In addition to these core responsibilities, the CA may also be involved in supporting key initiatives and campaigns, ad hoc projects, and other efforts at both the Consulting team and firm level. This position requires an enthusiastic, highly motivated, adaptable, and dependable candidate comfortable operating with elite professionals in a high intensity, fast-paced environment. Collegial collaboration and excellent communication with colleagues is a must, as is problem-solving and—most importantly—a client-first mentality. Qualifications • 3+ years of administrative experience supporting management level professionals, ideally within the financial services industry, representing the department with a polished professional presence and excellent communication skills, • Experience making travel arrangements with an agent to coordinate airlines, hotels, and ground transportation, • Highly proficient in MS Office, including using Outlook to manage multiple calendars and contact lists, as well as Adobe, • Intermediate proficiency in Excel, • Intermediate proficiency in PowerPoint to produce polished presentations, • Experience using Salesforce and Expensify a plus, • Excellent time management and organization skills including the ability to prioritize, support, and anticipate the needs of several team members with initiative and enthusiasm, • Demonstrates consistently positive interpersonal interactions with internal business groups and external partners with confidentiality What We Offer: Monticello Associates & Cresset Capital offer a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Salary range for this position is $65,000 - $85,000 with a discretionary bonus. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. *Disclosures related to awards, recognitions, and rankings available here. Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant, you will collaborate with our current client's clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our client's current investment services include retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management. Location: This position is remote; however, candidates must be based in Cleveland, OH, or the surrounding area. Candidates outside of this location will not be considered. Responsibilities: • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs., • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events., • Work with the advisory team to implement investment plans and coordinate adjustments., • Monitor client investment portfolios and performance., • Communicate insights for clients regarding essential contributors and detractors., • Advise high net worth clients as needed and consult mid-market institutional clients., • Coordinate the creation of detailed wealth management plans for individuals., • Organize the creation consulting reports for institutions., • Help present plans to clients effectively and clearly., • Actively seek new business opportunities., • Develop essential knowledge of our financial planning software and technology., • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)., • Participate in regular internal meetings., • Work on a schedule that best suits client needs. Qualifications: • Bachelor’s degree or higher., • Over five years’ relevant experience., • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire., • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation., • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred., • Must be able to pass a FINRA BrokerCheck with no disclosures on their background., • Comfortable working in a new territory with no existing client base., • Be able to network well, find your own leads, create leads, and follow up on leads., • A proven record of achieving new business. Benefits: • Health, Dental & Vision Insurance, • Employer HSA Contribution, • Opt Out Credit, • 401(k) Employer Match, • Paid Volunteer Days, • Gym Reimbursement, • Free Access to a Workplace Financial Advisor, • Compensation: $75k-150k base salary depending on experience; additional incentive/commission-based compensation expected.

Job DescriptionThe purpose of this role is to ensure the success of assigned Franchise Partners by acting as a trusted advisor, consulting on profitability, marketing, and operational excellence. This role will be based in Ohio/ Western PA only, with the ideal candidate in the broader Cleveland/Toledo, OH or Pittsburgh area. This role will partner with Crumbl stores and Franchise owners in Northern OH, West PA and Michigan and require travel throughout the Great Lakes zone.ResponsibilitiesTrusted Advisor to Franchise Partner • Establish a strong, trusted advisor relationship with Franchise Partners through leadership training, on-site store visits, and frequent communication, • Act as a liaison between the Franchise Partner and Crumbl HQ to balance stakeholder interests and recommend solutions, • Facilitate Franchise Partner networking by connecting those with similar challenges and interests through roundtable discussions and a strong understanding of the market and region, • Use Franchise Partner leadership training to promote a positive Crew culture, • Document every interaction with Franchise Partners, • Address franchise partner engagement by escalating feedback and documenting results Consult on Business Success and Profitability, • Develop reports and actionable recommendations tailored to individual store business needs by using sales data, comparison statistics, and analysis., • Work with Franchise Partners to create short and long-term business goals, • Review profit and loss statements to identify profit goals and opportunities, • Frequently perform root-cause analyses and provide recommendations for business growth, • Conduct local market research to aid in increasing sales through marketing initiatives and community involvement, • Develop marketing strategies based on market research and Franchise Partner interest Support Operational Excellence, • Develop a thorough understanding of Crumbl’s operational KPIs and the why behind them including policies and procedures, • Educate and offer strategic advice on the 3 C’s of Crumbl (Cookie Quality, Cleanliness, and Customer Experience), • Seek every opportunity to encourage operational excellence, • Applaud operational excellence with awards and recognition, • Review operational metrics set by HQ, which could include, but is not limited to: ticket times, cookie quality, sold-out time, service availability, and customer reviews to identify strengths and weaknesses; coach on operational best practices., • Review operational dashboards for the market region to better understand opportunities for each store and recommend best practices to reach strategic goals for Franchise Partners. QualificationsMinimum Qualifications, • Bachelor’s degree with emphasis in Business, Marketing, or Accounting or equivalent proven experience, • Proven track record of running a successful business, • Strong financial literacy skills, • Excellent communication skills, both written and verbal (ability to convey complex ideas clearly and using simple language), • Proficient in Microsoft Office and Google Workspace, • Strong emotional intelligence, • Ability to conduct crucial conversations, • Ability to balance the interests of both HQ and Franchise Partners, though sometimes conflicting, • Ability to work in a fast paced environment with little to no supervision, • Basic Knowledge of food safety practices, • Valid U.S. Driver’s License, • Access to reliable transportation Preferred Qualifications, • Previous consulting or coaching experience, • Previous multi-unit management experience, • Previous business financial experience, • Advanced knowledge of food safety practices, • Masters degree in business related field Working Conditions

Senior Trust Associate Duration: 6 months plus extensions Location: This is an onsite position at 127 Public Square Cleveland OH ( may also work at 4910 Tiedeman on certain days of week. Job Description: The Senior Trust Associate (TA) is accountable for assisting a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed within the Institutional Advisors team. The TA will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties. The TA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while supporting SIA/RMs in retaining clients and identifying areas to improve existing relationships and processes. The TA is the first point of contact with institutional clients' front office staff, or backup to an SIA/RM for all servicing needs and inquiries, including actual transaction execution and processing. The TA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately, and appropriately communicating with clients and third parties. The TA is also responsible for independently monitoring the accounts to ensure compliance with KeyBank policies and procedures as well as regulatory guidelines. The focus of administrative activities relates to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects. The TA proactively services assigned clients by maintaining a high standard of quality regarding the delivery of all client services, in addition to being accountable for the retention and growth of the book of business. ESSENTIAL JOB FUNCTIONS • Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting., • Demonstrate knowledge relating to the institutional trust/custody client needs and IA product offerings and operational effectiveness and efficiency (ex. Account Onboarding, asset collection, alternative assets, pension payment system, client & file system maintenance, etc.), • Processes, on daily basis, various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, and executes securities trading., • Reviews and manages daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately., • Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA's, etc., • Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes., • Client Experience – maintain excellent client service standards through proactively attending to client requests as a professional liaison with clients and business partners. A positive client experience should show in client retention figures., • Mitigate risk by servicing assigned institutional client relationships in compliance with KeyBank policies and procedures, as well as with regulatory and legal requirements., • Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees., • Perform/participate in client relationship reviews., • Assist clients with required reporting to various government agencies (i.e., DOL, PBGC, IRS, etc.)., • Provide back up to other Trust Associates/Cas., • 2 to 4 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley, Native American clients in administrative capacity or other client service roles., • Demonstrated strong client service skills., • Securities processing and bank operations knowledge., • Excellent analytical, communication (oral and written), interpersonal and problem resolution skills., • Undergraduate degree in business-related field or equivalent work experience., • Competence with trust/custody, pension, securities lending, commercial banking, operating fund, and charitable plan client needs., • Client consultation/advocate background., • Securities processing and bank operations knowledge., • Personal effectiveness, • Communication, • Independent problem solving, • Decision making/Prioritizing., • Customer service orientation, • Occupational / Technical knowledge, • This position reports to Team Lead Manager

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship. The advisor will work closely with a Managing Advisor and internal planning team to deliver comprehensive financial guidance and exceptional client service. This is an excellent opportunity for an experienced advisor who enjoys client relationships, financial planning, and long-term partnership building, rather than a purely transactional sales role. * Serve as a primary relationship contact for existing clients, delivering a high-touch advisory experience * Conduct client review meetings (monthly, quarterly, or annually) to discuss financial plans, investment performance, and evolving goals * Gather and analyze client financial information including assets, income, risk tolerance, liabilities, and long-term objectives * Assist in developing and presenting financial planning strategies and investment recommendations * Collaborate with internal advisors, planners, and service team members to ensure seamless client support * Prepare and review asset management and performance reports for client meetings * Maintain ongoing communication with clients to address questions regarding financial planning, investments, and portfolio allocation * Coordinate with outside professionals such as CPAs, attorneys, brokerage firms, and other financial intermediaries * Identify opportunities for additional services, referrals, and relationship growth within the existing client base * Maintain accurate client activity and opportunity tracking within the firm’s CRM system * Participate in weekly reporting and advisor team collaboration * 5–10 years of experience in a financial advisor or advisor support role * Series 65 license required * Life & Health license required * CFP® designation preferred * Bachelor’s degree in Finance, Business, Economics, or related field preferred * Experience with goals-based financial planning and client relationship management * Strong communication and presentation skills with the ability to build trust with clients * Highly organized with strong attention to detail and time management skills * Self-motivated, proactive, and able to work effectively in a collaborative team environment Preferred experience with: * Fidelity Wealthscape * eMoney financial planning software * Salesforce CRM * Employer plan recordkeepers or third-party administrators * Competitive base salary plus bonus opportunities * Medical, dental, and vision insurance * Friday afternoons off * Generous paid time off * Safe Harbor 401(k) after one year * Profit sharing after one year * Professional development support * Paid holidays * Long-term career growth and advancement opportunities

Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Dental Industry Leader is responsible for leading and growing the firm’s Dental Industry practice, with a clear expectation of driving growth through strategy, client engagement, and industry leadership. This role serves as the leader of the Dental Growth Council, setting direction, accountability, and momentum for expanding the firm’s dental footprint. The Dental Industry Leader works in close partnership with Practice Leaders, who are responsible for execution and delivery of services, while this role focuses on growth strategy, client relationships, and industry positioning. This position is highly client‑facing and includes hands‑on involvement with dental clients across traditional tax and assurance services as well as consulting and advisory engagements. Responsibilities Dental Industry Leadership • Lead and grow the firm’s Dental Industry practice with clear accountability for growth, market expansion, and client acquisition., • Lead the Dental Growth Council, establishing growth priorities, tracking progress, and holding stakeholders accountable for results., • Develop and implement dental industry growth plans focused on new client acquisition and expansion of existing client relationships, • Work collaboratively with Practice Leaders,who are responsible for delivering the work, ensuring alignment between growth strategies and execution., • Serve as a subject matter resource internally on dental industry trends, benchmarks, and best practices Client Leadership & Advisory • Serve as a primary client advisor, building trusted relationships and delivering exceptional client service, • Maintain an active, hands‑on role with dental clients, partnering directly with them on traditional tax and assurance services and consulting and advisory solutions, • Support clients in assessing operational effectiveness, identifying risks and opportunities, and implementing solutions, • Maintain the highest standards of confidentiality, quality, and risk management Industry & Technical Expertise • Maintain deep knowledge of dental industry, including market trends, operational drivers, and financial challenges, • Lead cost, margin, and profitability analysis; support scenario planning to improve efficiency and results Growth & Business Development • Create and execute a strategic growth plan for the dental industry, including revenue, client, and talent goals, • Actively participate in business development, proposals, and client opportunity planning, • Collaborate with Marketing & Communications to develop thought leadership, content, and market-facing initiatives, • Expand the firm’s visibility through speaking engagements, networking, and industry involvement, • Mentor others in building client relationships and identifying cross-service opportunities People Leadership • Lead and mentor teams serving dental clients, providing guidance on client delivery and professional development, • Set clear expectations and align work to team strengths, • Provide timely, constructive feedback and support team development, • Promote collaboration and knowledge sharing across teams serving the dental practice Requirements • Bachelor’s degree in Accounting, Finance, Business Administration, or related field, • Master’s degree preferred, • Minimum of 10 years of progressive leadership experience; industry-specific experience preferred, • Prior experience in a CPA firm a plus, • Up to 25% - Travel depending on client and business needs, • Significant experience working with dental practices or within a professional services environment serving dental clients, • Strong understanding of dental practice operations, financial performance drivers, and growth challenges, • Proven experience in client advisory, financial analysis, and business development, • Ability to translate financial and operational data into actionable recommendations, • Strong communication and relationship-building skills

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off Essential Duties and Responsibilities: • Technology Strategy and Leadership:, • Lead the development and execution of the companys overall IT strategy, aligning technology with business goals., • Serve as the organizations primary technology advisor, identifying opportunities to improve systems and processes., • Establish IT policies, procedures, and best practices that balance flexibility with operational excellence., • Infrastructure Management:, • Manage and maintain the companys IT infrastructure, including hardware, software, networking, cloud services, and telecommunications., • Oversee system performance, upgrades, and troubleshooting to ensure maximum uptime and reliability., • Implement and manage backup, recovery, and business continuity systems., • Security and Compliance:, • Establish and monitor cybersecurity protocols to safeguard data and systems., • Ensure compliance with relevant regulations, software licenses, and internal policies., • Educate staff on safe technology practices and conduct periodic risk assessments., • IT Support and User Enablement:, • Provide day-to-day technical support across the organization, ensuring prompt and effective issue resolution., • Create and maintain user guides, system documentation, and training tools to enhance team member productivity., • Act as a technology coach for team members, promoting digital literacy and confidence., • Vendor and Project Management:, • Manage relationships with third-party vendors, service providers, and technology consultants., • Negotiate contracts, track renewals, and manage IT budgets and purchasing., • Lead and implement IT-related projects including system upgrades, migrations, and integrations., • Team Development and Future Growth:, • Serve as the foundation for building the companys IT department., • Develop job descriptions and growth plans for future IT roles as the company expands., • Provide guidance, mentorship, and leadership to IT team members., • Cross-Functional Collaboration:, • Partner with leadership and department managers (Operations, HR, Finance, Sales, etc.) to support business needs through technology., • Participate in strategic planning and problem-solving conversations across departments., • Perform other related duties as assigned.Schedule, Compensation, Benefits, and Perks:, • Schedule TBD in collaboration with leadership., • Position based in Cleveland, OH. This is primarily an on-site role with the flexibility to work remotely one day per week, depending on business needs., • Occasional travel may be required, • Comprehensive health insurance (medical, dental, vision), and supplemental insurance plans are available., • 401(k) with company match.

The Sr. Director, Cybersecurity Architecture is the senior leader responsible for enterprise cybersecurity architecture, solution design, and architecture governance across cloud, identity, network, endpoint, application, data, and detection domains. This role is a member of the Enterprise Risk & Resiliency Senior Leadership Team and helps shape organizational priorities, operating direction, and investment decisions across the function. This role sets standards and reusable patterns, leads architecture reviews for major initiatives, and partners with business and technology teams to deliver secure, scalable, and practical solutions aligned to enterprise risk priorities. It also serves as the people leader for the architecture organization, with clear accountability for team structure, talent development, succession planning, and day-to-day leadership of the function. Reporting to the CISO, this leader manages and develops a team of security architects and engineers and serves as a trusted advisor on tradeoffs involving risk, cost, performance, resiliency, and user experience. Success in the role requires strong people leadership, cross-functional influence, and active participation in Enterprise Risk & Resiliency leadership discussions, planning, and decision making. Success in this role requires an authentic people leader with strong leadership presence, cross-functional influence, and budget experience, with the ability to balance team development, hands-on leadership across diverse security and risk functions, and collaboration with senior business leaders. This leader will provide the vision and direction needed to advance the organization's future-state objectives in alignment with Enterprise Risk and Resiliency goals. The individual will also work closely with peers to understand business and technology priorities and align those drivers with the organization's broader strategy. • Lead and develop a diverse team of Cybersecurity professionals in support of a Global Fortune 200 company., • Own the enterprise cybersecurity architecture framework, standards, reference architectures, and design guardrails., • Manage across organizations and influence both business and Information Technology professionals., • Develop, manage, and operate end user security organizations and programs., • Lead architecture and design reviews for major programs, significant changes, and high-risk initiatives., • Ensure solution designs align with enterprise strategy, risk appetite, policy requirements, and long-term architecture direction., • Support the company's ability to detect, respond and recover from Cyber and Cyber related incidents. CAPABILITIES • Security Architecture Strategy, Roadmap, and Future-State Transformation, • Enterprise Cybersecurity Architecture Leadership, • People Leadership and Organizational Development, • Financial Planning, Budget Management, and Investment Prioritization, • Cross-Functional Leadership and Executive Influence, • Security-by-Design, Secure Engineering, and Application Security Architecture, • Cloud Security Architecture (AWS, Azure, OCI), • Identity, Access, and Zero Trust Architecture, • Security Operations Architecture Alignment, • Security Platform Rationalization and Optimization, • Network and Infrastructure Security Architecture, • Data Protection and Information Security Architecture, • Technology Standards, Reference Architectures, and Architecture Governance, • Cyber Risk Reduction and Security Control Integration, • M&A Security Architecture Integration, • Cyber Risk and Exposure Reduction Strategy, • Emerging Technology and AI Security Risk Management, • Business Aligned Security Architecture and Stakeholder Engagement This is a remote position. This position is not eligible for sponsorship for work authorization now or in the future, including conversion to H1-B visa. Must be legally authorized to work in the country of employment without needing sponsorship for employment work visa status now or in the future. Job duties include contact with other employees and access confidential and proprietary information and/or other items of value, and such access may be supervised or unsupervised. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's staff, employees, and business relationships. Must be eighteen years or older FORMAL EDUCATION Required: • Master's degree in Computer Science, Cyber Security, Information Technology, Risk Management, or related field; or equivalent experience, • Certified Information Systems Security Professional (CISSP), • Cybersecurity certification (e.g., CEH, CISA, CISM, CCSP, etc.) KNOWLEDGE & EXPERIENCE: Required: • 12+ years' experience leading security operations and engineering organization, • 10+ years leading direct reports., • 7+ years of leading experience in security operations center processes and systems, • Working knowledge of AWS, Azure, Security Operations Technology, • 7+ years of experience in monitoring and vulnerability & threat management technologies as well as threat intelligence services and practices, • Demonstratable experience with security information and event management (SIEM) systems, • Commitment to fostering a culture of inclusion and diversity. Preferred: • 10+ years working in the Manufacturing or Consumer Products industry, • 7+ years of experience with incident response, • 3+ years' experience leading a large team of 25+ direct and indirect reports) preferred., • Strong understanding of emerging Cyber technologies, and industry best practices around policies and controls TECHNICAL/SKILL REQUIREMENTS: Required: • Experience leveraging Open-Source security tools, • Demonstrated superior analytical skills, applying conceptual models, recognizing patterns while drawing and defending conclusions, • Strong business and financial acumen as well as analytical skills, • Clear and concise verbal and written communication, • Ability to lead through influence, including at executive levels Preferred: • Experience automating security tasks via scripting, • Knowledge of Windows Endpoints, Mac Endpoints, Cloud Networking

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team. KPMG is currently seeking an Associate Director, US Health & Welfare to join our Talent & Culture organization. • Help develop multiyear health and welfare strategies aligned to business goals, budget and market; participate with annual plan design, contribution setting and pricing using analytics, benchmarks, and participant feedback, • Oversee the administration of health and welfare programs (for example, medical, prescription, dental, vision, life/disability, commuter, FSA/HSA), implement new programs and changes to existing programs, support acquisitions/new subsidiaries and related vendor/process changes, • Manage vendor relationships; run RFPs, negotiate renewals, monitor service levels and oversee escalated member issues to ensure resolution, • Maintain robust governance processes for plan administration and audits, ensure adherence to federal and state regulations, including ERISA, ACA, HIPAA; own required filings/audits (for example, Form 5500, nondiscrimination testing); maintain plan documents, SPDs and benefits policies, • Lead open enrollment end-to-end, including configuration, testing, data accuracy, communications, postenrollment review, • Serve as a trusted advisor to firm leadership, partners, and employees on benefits programs and health trends, • Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment, • Minimum eight years of recent experience in health and welfare benefits, including strategy and administration, • Bachelor's degree from an accredited college or university, • Knowledge of ERISA, ACA, HIPAA, COBRA, MHPAEA, IRS Section 125, and related plan operations, • Strong communication skills with the ability to communicate with senior leaders and clearly articulate complex benefits topics, • Demonstrated success in plan design, vendor management, negotiations, and cost trend management, • Ability to work independently and collaboratively in a fast-paced environment; strong analytical and financial acumen; capability to interpret claims/utilization data and present insights to leaders

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity As an EY SAP Technology Presales, you directly help EY & clients with a highly efficient, optimised and precise pursuit proposals that leverage EY's Technology assets and capabilities to transform and manage their business. Your key responsibilities * Client Interaction: As a trusted advisor, you will harvest requirements from the client and translate these into a solution that meets the objectives and principles agreed with the client. You will be part of a pursuit team and lead the technology aspect of it. You will be leveraging your technical knowledge, experience & deep understanding of both - project scope & EY's technology (focus: SAP-build technology) capabilities/products. You are a technical leader, serving as a liaison among business partners, delivery leadership and pursuit stakeholders. * Pursuit shaping: This is critical role in the architecture & solution design lifecycle cutting along the pursuit lifecycle. As a Technology Presales Architect, you are a technical leaders with strong understanding of technology and ability to apply it to drive business outcomes. You will provide guidance for the solution & pursuit definition, presales thought leadership, ascertain technical delivery possibilities & costs involved for the top critical business solution implementations - based on various available EY Technology products, tools & processes. * Technology Presales development by working with a wide variety of internal stakeholders, namely Product Owners (SAP Technology Officers and Product Managers), Business Owners (in the Service Lines), EY SAP Delivery Teams and GDS (Global Delivery Services). The Technology Presales Architect is involved in envisioning, design and development of the pursuit design and response, with a broad focus around EY's SAP delivery and technology capabilities for the enterprise, industry, platform and solutions. Any identified technology gaps will be addressed through established channels such as available Innovation and product capabilities. Essential Functions of the Job: * Presales / Pursuit Architecture & Solutioning for mid to large scale pursuits * Provide thought leadership of a Technology Presales Architect with the service line pursuit /business teams during deal development, pursuit & close phases. * Having deep understanding of SAP Technology and EY's SAP drivers, products, tools & processes to stitch the right solution that delivers value add for the client * Establish Presales standards, guidelines and procedures to overall increase the success rate of client pursuits for EY overall (and the EY SAP alliance particularly) * Hands on in creating E2E solution architecture with an alignment with overall EA and IT Roadmap of specific clients. * Shape RFP responses and bring in incisive insights from Tech experience. * Bringing the outside in approach, ensure an objective analysis and provide actionable recommendation in the form of underpinned solutions. * Current As-is Architecture as well as Transition Architecture and roadmap steps to reach the Target Architecture * Address identified technology gaps during a pursuit cycle to the respective innovation and product teams and come up with innovative, creative mitigation plans / solutions. * Understand the impact of (emerging) technology, and when this will have impact in what form and how does the business and IT capture that value (translation of potential and impact). * Identify ways to reduce costs and bringing efficiencies through strong expertise and working knowledge of EY's technical & business architecture * Pro-actively contribute to the development of the Presales community and be an ambassador for good Architecture. Assist in onboarding new Technology Presales Architects. * Maintain relationships with relevant delivery / competence centre teams and actively ensure that implemented solutions follow the (approved) designs, not only during a project but during the entire application life cycle. * Interact with stakeholders on presales issues and strategic improvements where such expertise is required. * Coach business owners and pursuit leads on technology presales during the pursuit lifecyle. * Ensure proper pursuit / deal architecture and technology roadmaps are documented using the templates, Architecture tooling and conforms to standards and utilizes the available reference models. * Actively work to identify, communicate, mitigate and resolve technology issues and risks. In case solutions cannot be 100% compliant with standards proactively seek input from the relevant function in order to obtain step-out approval. * Collaborate with Technology Product Teams, influence the Product backlogs and priorities according to the findings of your Presales / pursuit engagements Skills and attributes for success * Knowledge on Industry solutions / products. * Strong tech background - stints in deal development, architecture & strategy or being associated with a technology start-up. * Having worked on large scale multi-technology, data, analytics deals. * Technology all-round expertise - Applications, Infrastructure, Digital, Security. * Having technical / data / application / integration architecture experience. * Responding to RFPs, shaping client proposals. * Expertise on solution write-up, making client presentations. * Excellent Communication Skills in English both written and spoken. Ability to interact with a global audience of customers, partners and a global team * Good business acumen with outstanding ability in developing strategic ongoing customer relationships, gaining trust of stakeholders and respect for the company through technical leadership. * Ability to identify technical risks before they occur and to develop mitigation and avoidance strategies. * Awareness of portfolio management (and the associated principles, tools and techniques). * Organized and methodical. Ability to initiate, plan and develop according to plan though coping with a level of uncertainty and risk. * Rigorous, thorough and with a taste for detail. * Leadership & negotiating skills and ability to drive change using influence and networking. Ideally, you'll also * Individual contributor role, hence, should know the art of influence without authority * Strong experience in offshore/onsite working model and working with different geographies and cultures. * Certifications and/or experience in Agile Delivery and DevOps would be desirable. * Architectural training/certifications like TOGAF or IASA is desirable. * Knowledge on service management framework, especially on areas of service strategy and design (ITIL V3/V4) would be an added advantage * Regular international and domestic travel. * BS/MS in Computer Science, Engineering, or a related field. * 15+ years of technology, business development & thought leadership. What we offer you The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary ranges. At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . * We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $138,200 to $266,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $165,800 to $302,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. * Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. * Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

About the Firm: Monticello Associates, LLC is an investment consulting firm serving foundations, endowments, and family office clients in an investment advisory capacity. The firm is headquartered in Denver, Colorado, with additional offices in Cleveland, Ohio, Washington, D.C., and Boston, Massachusetts. Our firm provides clients with manager due diligence and selection, asset allocation strategy recommendations, performance reporting, and all other necessary functions required to support clients in their role as fiduciaries. In 2025, Monticello partnered with Cresset, an award-winning*, independent multi-family office and private investment firm. This combination brings together Monticello’s deep experience in endowment and foundation consulting with Cresset’s scale, comprehensive family office services, and broad private market access. The result is a powerful combination of institutional rigor and boutique personalization, delivering customized solutions to clients while opening new and exciting career opportunities for our team. Job Description The firm seeks an experienced Associate, Client Administration to support the Consulting team. Candidates must be polished and professional; show initiative and high energy proficiency for administrative work; and be methodical with excellent attention to detail. Responsibilities • Manage multiple calendars, email communication, and travel arrangements; maintain itineraries for the Managing Directors, • Follow up with analysts and consultants in multiple departments and in multiple nationwide locations to complete client deliverables, • Keep current Outlook contacts up to date with business and personal contacts, • Manage the database by entering contacts and relationships and tracking all correspondence and meeting activity, • Prepare documents including drafting correspondence and presentation packaging (including binding and working with Director to finalize and ship presentation materials), • Order and document all subscription document requests for client investments, • Maintain department documents, both electronically and hard copy, including organizing folder structures in the document management system in accordance with document retention procedures, • Maintain inventory of office items and order as necessary, • Provide phone coverage for the office, • Set up Zoom/Teams calls, prepare rooms for meetings, greet visitors for meetings, • Prepare and submit expense reports for team members It is critical that the CA be a self-motivated “utility player” who is comfortable juggling multiple projects and is eager to foster and deepen relationships—not only with clients, as well as fund managers, but also within Cresset—in order for Cresset to best serve its clients and continue to grow as successfully as it has since its inception. In addition to these core responsibilities, the CA may also be involved in supporting key initiatives and campaigns, ad hoc projects, and other efforts at both the Consulting team and firm level. This position requires an enthusiastic, highly motivated, adaptable, and dependable candidate comfortable operating with elite professionals in a high intensity, fast-paced environment. Collegial collaboration and excellent communication with colleagues is a must, as is problem-solving and—most importantly—a client-first mentality. Qualifications • 3+ years of administrative experience supporting management level professionals, ideally within the financial services industry, representing the department with a polished professional presence and excellent communication skills, • Experience making travel arrangements with an agent to coordinate airlines, hotels, and ground transportation, • Highly proficient in MS Office, including using Outlook to manage multiple calendars and contact lists, as well as Adobe, • Intermediate proficiency in Excel, • Intermediate proficiency in PowerPoint to produce polished presentations, • Experience using Salesforce and Expensify a plus, • Excellent time management and organization skills including the ability to prioritize, support, and anticipate the needs of several team members with initiative and enthusiasm, • Demonstrates consistently positive interpersonal interactions with internal business groups and external partners with confidentiality What We Offer: Monticello Associates & Cresset Capital offer a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Salary range for this position is $65,000 - $85,000 with a discretionary bonus. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. *Disclosures related to awards, recognitions, and rankings available ___. Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

This is a pipeline job requisition, which means that we are proactively collecting resumes for future potential openings in this role . While there is currently no immediate opening, we are interested in connecting with talented individuals who align with our organization's values and mission. Your resume will be reviewed and considered for upcoming opportunities. Glad you're here. Before you scroll, thanks for considering Omnicell as the place where you can empower your career and help transform pharmacy to dramatically improve patient care. If any of this sparks your interest, we, and your future self, hope you passionately click the apply button today. What You Can Expect: Career growth: Join the team as a pharmacy technician and move into roles like sales, training, marketing, management, and more. Opportunity is limitless at Omnicell for people who are passionate about all aspects of healthcare. Work-life balance: Enjoy weekends off and work a set schedule Monday-Friday. Excellent Benefits: Your benefits start on your first day. We design our health, insurance, retirement, educational, and well-being programs to ensure quality, value, and financial protection to help you and your family live well. Hours and Location: This pharmacy will serve a local community. We enjoy a friendly, relaxed environment; this is a not a big-box retail atmosphere. How You'll Make an Impact: As a Pharmacy Technician at Omnicell, you will contribute to a community's well-being and act as a trusted advisor to your patients while being a part of a global organization dedicated to innovation in medication management. * Help the pharmacist prepare and dispense medications to ensure patients get the right medication and the right dosage every time * Provide exceptional and personalized customer service for patients through in-person and phone communication and active listening; help patients navigate stress with calm, ease, and guidance * Learn and demonstrate an understanding of specialty diseases such as Autoimmune, Oncology, Hepatitis C, HIV, and more to best serve all patients and grow in your career * Accurately and efficiently enter patient, medication, billing, and sales data into systems to provide a safe, compliant, and seamless experience for our customers * Support and help improve the pharmacy and the team, empower your career, and learn and grow with others at Omnicell What You'll Bring Basic Qualifications: * High School diploma or GED * License/Registration from the State Board of Pharmacy non-expired (If required by state) * Active Nationally Certified Pharmacy Technician (CPhT): PTCB or ExCPT tests accepted. * Working knowledge of Pharmacy Technician / Medical Office / Healthcare industry experience Work Environment and Physical Demands: * This position is moderately active and requires standing, walking, and other movement for the duration of the shift and lifting up to 25 pounds * While performing the duties of this job, the employee is regularly required to talk and hear * Ability to see distinctions in colors and shapes Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.

Job Description Position Overview Ready to work with a team that appreciates your natural ability to coordinate, communicate, and accurately complete your job, making sure it’s done right? Ready to work in a fast-paced, team-oriented environment with people that are there to succeed, not just survive? We’re looking for a highly detailed and dependable operations and financial planning specialist to provide comprehensive support to our team. Someone who can respectfully do their part to keep the team on track, informed, and accountable. The ideal candidate will be able to multitask, communicate effectively, and have strategic accountability to assist in streamlining and enhancing productivity. This role is integral to the accuracy, efficiency, and client experience of our firm. Key to this role is precision, process excellence, confidentiality, and teamwork within a high-trust advisory environment. We are a rapidly growing financial services company. We need someone to help us manage the momentum with a professionalism that shines through. Primary Responsibilities: Financial Planning Support • Input and maintain client financial data in eMoney Advisor software, • Assist in preparation of financial planning deliverables and supporting documentation, • Create and maintain comprehensive client document inventories, • Support data gathering efforts for new and existing clients, • Organize client financial information for plan updates and review meetings, • Coordinate scheduling related to planning meetings and follow-ups, • Assist the Paraplanner and Senior Advisors with strategy implementation logistics, • Ensure accuracy and completeness of client records and planning inputs Secondary Responsibilities: Operations & New Business Support • Track and resolve client service requests to completion, • Submit and monitor new business applications for:, • Life Insurance, • Disability Insurance, • Long-Term Care Insurance, • Fixed Annuities, • Variable Annuities, • RILA (Registered Index-Linked Annuities), • Assist with securities transaction processing, • Support new account opening and transfer paperwork, • Track pending business and follow up with carriers, custodians, and clients, • Maintain compliance documentation and workflow tracking, • Provide general administrative support to the Operations team as needed Qualifications Required: • Strong attention to detail and high level of accuracy, • Excellent organizational and time management skills, • High degree of integrity, discretion, and confidentiality, • Strong written and verbal communication skills, • Proficiency in Microsoft Office (Excel, Word, Outlook), • Ability to manage multiple workflows simultaneously, • Reliable and dependable work habits Preferred: • Experience in financial services, wealth management, or insurance operations, • Familiarity with eMoney Advisor or other financial planning software, • Experience with annuity or insurance new business processing, • Understanding of securities transactions and account opening procedures Core Competencies • Process-oriented mindset, • Analytical and detail-driven, • High follow-through and accountability, • Calm under deadline pressure, • Team-oriented, • Client service focused Hiring Process As part of our hiring process, candidates will participate in: • Culture Index assessment, • Additional behavioral and aptitude evaluations, • Structured interview process, • Salary considerations commensurate with experience, • Benefits include group medical insurance, 401k, vacation (PTO), and flex-time available. Limited work from home flexibility is allowed. No cost for parking. Firm bonus program participation. Why This Role Matters In a boutique advisory firm, precision and trust are foundational. This role ensures that financial plans are accurate, client service requests are executed efficiently, and new business is processed without error. The right individual will contribute meaningfully to both planning excellence and operational effectiveness. Timeframe to fill position We are looking for someone who is available immediately or within 30 to 45 days. Company DescriptionIn a boutique advisory firm, precision and trust are foundational. This role ensures that financial plans are accurate, client service requests are executed efficiently, and new business is processed without error. The right individual will contribute meaningfully to both planning excellence and operational effectiveness.In a boutique advisory firm, precision and trust are foundational. This role ensures that financial plans are accurate, client service requests are executed efficiently, and new business is processed without error. The right individual will contribute meaningfully to both planning excellence and operational effectiveness.

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

Job Description Job Title: Trusts and Estates Associate Attorney Location: Cleveland OH 44114 Salary/Payrate: $125K-$135K annually, bonus and AWESOME benefits!!! Work Environment: ONSITE with flexibility to work from home Term: Permanent / Fulltime JD degree required: Yes Ohio Admittance/Bar: Yes Minimum Billable hour: 1,500 Referral Fee: AMS will pay $500 should the person you refer gets hired JOB DESCRIPTION The Trusts and Estates Associate Attorney will provide legal services in estate planning, trust administration, tax compliance, and probate matters. This role involves working closely with clients to develop personalized estate plans, administering trusts and estates, and representing clients in probate proceedings. Our client seeks candidates with sterling credentials and a sophisticated level of experience which is commensurate with their years out of law school. The ideal candidate will have experience in drafting estate planning documents, managing estate and trust administration, and handling related tax issues. Key Responsibilities: • Estate Planning:, • Meet with clients to discuss their estate planning goals and develop tailored estate plans to suit their needs., • Draft and review wills, trusts, powers of attorney, healthcare directives, and other estate planning documents., • Advise clients on tax-efficient strategies for estate and wealth transfer planning., • Stay up to date on changes in estate and tax laws to ensure compliance and recommend appropriate adjustments to client plans., • Trust and Estate Administration:, • Assist executors and trustees in the administration of estates and trusts, including preparing inventories, asset valuations, and accountings., • Oversee the distribution of trust and estate assets according to the terms of the governing documents., • Prepare and file probate petitions and other related court filings., • Work with beneficiaries, fiduciaries, and financial institutions to ensure proper administration and compliance with legal obligations., • Tax and Compliance:, • Provide counsel on estate, gift, and generation-skipping transfer tax issues., • Knowledge with the preparation of federal and state estate/inheritance tax returns, gift and GST tax returns, and fiduciary income tax returns a plus., • Collaborate with tax professionals to ensure the accuracy of tax filings and implement tax planning strategies., • Client Relations:, • Build and maintain relationships with clients, providing ongoing support and updates throughout the planning and administration process., • Educate clients on the legal aspects of estate planning, trust creation, and estate administration., • Serve as a trusted advisor to clients by offering thoughtful solutions to complex family and financial dynamics. Skills and Qualifications: • Education:, • Juris Doctor (JD) degree from an accredited law school., • Must be licensed to practice in the state of Ohio, • Experience:, • 2-5 years of experience in trusts and estates law, including estate planning, probate, and trust administration., • Experience with preparation of transfer tax returns a plus.

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., • Facilitating and managing new account openings and money movement requests by coordinating with clients, Advisors, and custodians, and partnering with Centers of Excellence to ensure accurate and timely processing., • Gathering necessary client data and processes client maintenance requests, including account updates, beneficiary changes, transfer of assets, etc., • Coordinating with clients and advisors to schedule meetings using Salesforce, Outlook, and email., • Preparing for client meetings by updating agendas and running performance reports through our portfolio management system., • Responding to Advisor and client requests within 24–48 hours, ensuring accuracy and clear communication throughout the process., • Ensuring client data is accurate and up to date in systems and at custodians., • Delivering professional, timely communication via phone, email, and in-person interactions., • Applying problem-solving skills and leveraging internal resources, custodians, and team collaboration to resolve client and Advisor needs., • Following up on and executing operational tasks by coordinating with custodians and internal teams., • Monitoring, prioritizing and resolving daily time-sensitive matters such as money movements and custodian alerts., • Understanding and utilizing Salesforce to document client information, document detailed notes and actions, complete tasks, and navigate workflows and reporting systems., • Proactively anticipating client needs and enabling Advisors to optimize their time by taking initiative on service tasks., • Thriving in a team-oriented environment where members support one another to ensure high-quality client service.Required Skills/Experience, • Minimum 3 years of experience in a client service role., • Minimum 3 years of demonstrated project management skills., • Ability to adapt and thrive in a fast-paced, process-driven environment., • Excellent verbal and written communication skills, with a professional and client-focused demeanor., • Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite.Preferred Skills/Experience, • Experience using workflow or task management systems on a daily basis., • Background in the financial services industry., • Familiarity with financial CRMs such as Salesforce and Tamarac, • Prior experience working with Schwab and Fidelity a plus., • Prior experience with DocuSign a plus., • Bachelor’s degree preferred.Competencies, • Exceptional attention to detail and strong organizational skills., • Ability to manage multiple priorities and service requests simultaneously., • Strong follow-through and a commitment to seeing tasks through to completion., • Positive, resilient attitude with a team-first mindset and willing to seek help and support others., • Strong emotional intelligence and professionalism in all interactions., • Displaying a proactive mindset and work ethic

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, • 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 DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off Key Responsibilities: • Develop and execute the companys financial strategy to support growth, profitability, and long-term sustainability., • Lead financial planning and analysis (FP&A), including budgeting, forecasting, and cash flow management., • Analyze financial and operational data to identify trends, risks, and opportunities; provide actionable insights to senior leadership., • Oversee all accounting functions, including AP/AR, payroll, and general ledger; ensure accurate and timely financial reporting., • Provide strategic oversight of the IT function, ensuring systems effectively support operations, data integrity, and security., • Partner with HR leadership on workforce planning, compensation strategy, compliance, and organizational development initiatives., • Serve as a key advisor to the CEO and executive team on financial, operational, and strategic matters., • Support and evaluate strategic initiatives, including market expansion, pricing strategy, operational efficiencies, and potential M&A activity., • Build, lead, and develop high-performing teams across Finance, IT, and HR.Qualifications:, • Bachelors degree in Accounting, Finance, Business Administration, or related field required; MBA and/or CPA strongly preferred., • 10+ years of progressive leadership experience in finance, ideally within service, logistics, or equipment-based industries., • Proven experience leading financial planning, complex budgeting, and strategic analysis in a multi-entity environment., • Strong business acumen with the ability to translate financial data into strategic insights and recommendations., • Demonstrated leadership skills with a collaborative, solutions-oriented approach., • High level of integrity and ability to handle confidential information., • Ability to successfully pass a background check.

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. We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build financial plans, and deliver results. Responsibilities • Manage the day-to-day aspects of client engagements as a member of a team., • Identifying and recommending appropriate asset management, financial and estate planning advice to deliver a great client experience., • Proactively maintain client relationships through excellent client service., • Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans., • Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports., • Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications., • Serve as a primary point of contact for client relationships., • Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner., • Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence, • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials., • Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed., • Complete client meeting notes and follow up tasks as required., • Coordinate the execution of trade orders with the Asset Management Department (AMD), • Develop a deeper technical expertise in general financial knowledge., • Identify additional planning or asset management opportunities in existing client relationships.Requirements, • Bachelor’s degree required in Economics, Finance or related field, • Must have 5 consecutive years (most recently) as IAR with Series 65 or a Series 7 and Series 66 combination OR, • Must be a registered representative (IAR) of firm for at least 2 years with Series 65 or 7 and 66 combination and at least 3 years immediately prior to IAR registration as any of one of the following: Registered rep of full service brokerage; CFA, CFP or CPA; Securities Portfolio Manager, • CFP Achieved, • Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, • Previous experience working with financial planning software and planning deliverables, • Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce, • Clean Form U4 is required. U4 can not have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.Competencies, • Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines, • Excellent communication skills, both written and verbal, • Ability to find creative solutions to problems, devise strategies, and propose solutions, • Self-starter and able to perform job duties with little supervision, • Customer service oriented, with the ability to work independently as well as collaborate with team members, • Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues

Job Description Schedule: 40 hours per week – Salaried Location: 1956 Carter Road Cleveland, OH Firm Type: Boutique Holistic Wealth Management Firm Position Overview Ready to work with a team that appreciates your natural ability to coordinate, communicate, and accurately complete your job, making sure it’s done right? Ready to work in a fast-paced, team-oriented environment with people that are there to succeed, not just survive? We’re looking for a highly detailed and dependable operations and financial planning specialist to provide comprehensive support to our team. Someone who can respectfully do their part to keep the team on track, informed, and accountable. The ideal candidate will be able to multitask, communicate effectively, and have strategic accountability to assist in streamlining and enhancing productivity. This role is integral to the accuracy, efficiency, and client experience of our firm. Key to this role is precision, process excellence, confidentiality, and teamwork within a high-trust advisory environment. We are a rapidly growing financial services company. We need someone to help us manage the momentum with a professionalism that shines through. Primary Responsibilities: Financial Planning Support • Input and maintain client financial data in eMoney Advisor software, • Assist in preparation of financial planning deliverables and supporting documentation, • Create and maintain comprehensive client document inventories, • Support data gathering efforts for new and existing clients, • Organize client financial information for plan updates and review meetings, • Coordinate scheduling related to planning meetings and follow-ups, • Assist the Paraplanner and Senior Advisors with strategy implementation logistics, • Ensure accuracy and completeness of client records and planning inputs Secondary Responsibilities: Operations & New Business Support • Track and resolve client service requests to completion, • Submit and monitor new business applications for:, • Life Insurance, • Disability Insurance, • Long-Term Care Insurance, • Fixed Annuities, • Variable Annuities, • RILA (Registered Index-Linked Annuities), • Assist with securities transaction processing, • Support new account opening and transfer paperwork, • Track pending business and follow up with carriers, custodians, and clients, • Maintain compliance documentation and workflow tracking, • Provide general administrative support to the Operations team as needed Qualifications Required: • Strong attention to detail and high level of accuracy, • Excellent organizational and time management skills, • High degree of integrity, discretion, and confidentiality, • Strong written and verbal communication skills, • Proficiency in Microsoft Office (Excel, Word, Outlook), • Ability to manage multiple workflows simultaneously, • Reliable and dependable work habits Preferred: • Experience in financial services, wealth management, or insurance operations, • Familiarity with eMoney Advisor or other financial planning software, • Experience with annuity or insurance new business processing, • Understanding of securities transactions and account opening procedures Core Competencies • Process-oriented mindset, • Analytical and detail-driven, • High follow-through and accountability, • Calm under deadline pressure, • Team-oriented, • Client service focused Hiring Process As part of our hiring process, candidates will participate in: • Culture Index assessment, • Additional behavioral and aptitude evaluations, • Structured interview process, • Salary considerations commensurate with experience, • Benefits include group medical insurance, 401k, vacation (PTO), and flex-time available. Limited work from home flexibility is allowed. No cost for parking. Firm bonus program participation. Why This Role Matters In a boutique advisory firm, precision and trust are foundational. This role ensures that financial plans are accurate, client service requests are executed efficiently, and new business is processed without error. The right individual will contribute meaningfully to both planning excellence and operational effectiveness. Timeframe to fill position We are looking for someone who is available immediately or within 30 to 45 days.

Job Description Client Accounting Services Director Remote E. Coast Client If You're a CAS Leader Who Wants to Build Something A CAS Leader Who Is Passionate About People A Leader Focused on Delivering Solutions We probably need to talk. If you've led a Client Accounting Services or Outsourced Accounting team inside public accounting and you're ready for more influence, this opportunity deserves a look. You won’t be walking into a broken practice that needs fixing. You’ll be stepping into a healthy, growing CAS division with strong leadership support and real momentum. For the right leader, this role offers something rare in today’s market: a clear path toward partnership while helping shape the future of advisory services inside a progressive CPA firm. Overview Benaiah Consulting Group has been engaged by a highly respected, people-first CPA and advisory firm to assist in identifying a Client Accounting Services Director. This firm blends the reputation and stability of an established regional firm with a forward-thinking mindset around technology, advisory services, people-first culture and client experience. Their CAS practice is already successful and generating nearly $2M in annual recurring revenue. Now the firm is ready for a leader who can help take the practice to the next level. Why This Role Stands Out This is not a maintenance role. This is a practice-building leadership opportunity. Key highlights include: • Established CAS practice approaching $2M in recurring revenue, • 11+ professionals already on the team, • Strong internal support from firm leadership, • Opportunity to expand advisory capabilities and modernize delivery, • A clearly defined partner-track pathway For the right leader, this role combines strategic influence, team leadership, and long-term upside. The Opportunity As CAS Director, you will serve as both a practice leader and a trusted advisor to entrepreneurial businesses across a range of industries. Clients range from emerging companies to established organizations generating $25M+ in revenue. You will guide the team, strengthen client relationships, and elevate the firm’s ability to deliver strategic financial insight. Key Responsibilities Practice Leadership Lead, coach, and develop a team of managers, seniors, and staff. Create a culture of accountability, collaboration, and continuous improvement. Improve workflows, systems, and processes that support scalability and efficiency. Drive adoption of modern accounting technology, automation tools, and AI-enabled solutions. Client Advisory Serve as the senior relationship lead for key CAS clients. Provide strategic financial guidance including budgeting and forecasting, KPI development and reporting, cash flow planning, financial performance analysis, and management reporting. Help business owners translate financial data into clear, actionable decisions. Practice Growth Partner with firm leadership to expand the CAS practice. Identify opportunities to introduce higher-value advisory services such as outsourced CFO support, financial planning, and operational consulting. Support business development through referrals, networking, and strategic market visibility. Help evolve the practice toward value-based pricing and recurring advisory engagements. Innovation & Technology Champion cloud-based accounting platforms and modern workflows. Evaluate tools that improve reporting, automation, and client visibility into financial performance. Help ensure the practice remains ahead of the curve in a rapidly evolving profession. What We’re Looking For The ideal candidate combines strong accounting expertise with a consultative, advisory mindset. Candidates should bring 8+ years of progressive accounting experience along with leadership experience in public accounting, CAS, outsourced accounting, or advisory services. Successful candidates are confident in client-facing environments, comfortable developing teams, and energized by improving systems, processes, and service delivery. Experience with cloud-based platforms such as QuickBooks Online, NetSuite, Sage Intacct, BILL.com, GUSTO, or similar tools is preferred. CPA strongly preferred but not a deal killer. Most importantly, we are seeking someone who enjoys building relationships and helping businesses grow. Who This Role Is Perfect For • A CAS leader who wants autonomy with strong firm support, • A relationship-driven advisor who enjoys working with business owners, • A builder who enjoys improving systems, developing people, and scaling a service line, • Someone interested in a real partner-track opportunity Who This Role Is Not For • Someone who prefers staying behind the scenes reviewing financials, • Someone resistant to change, technology, or workflow improvements, • Someone looking for a static client book with limited leadership responsibility Compensation & Incentives The firm offers a competitive compensation structure designed to reward leadership and growth. Typical compensation for similar roles includes: Base Salary: $160-210K depending on experience Performance Incentives: Bonus tied to practice growth and leadership impact Long-Term Opportunity: A clearly defined pathway toward partnership for the right individual. Confidential Inquiry Benaiah Consulting Group is conducting this search on a confidential basis. Qualified candidates interested in learning more are encouraged to reach out for a private conversation.

Job Description About Cleveland Metropolitan School District The Cleveland Metropolitan School District (CMSD) is Ohio's third-largest public school system, serving more than 35,000 students. CMSD strives to ensure that every child receives a high-quality education, regardless of the provider. To that end, CMSD lets families choose which District schools their children attend, with options that include STEM, the arts, single-gender education, International Baccalaureate, Montessori, and early college. Our schools have autonomy over human and financial resources in exchange for accountability for performance. The principal has primary responsibility and accountability for establishing their school as a high-quality, high-expectation academic center focusing on personalized instruction, professional support for teachers, and school-wide practices that lead to measurable results. CMSD ensures that students have access to technology and training to prepare them for the future. The District provides a free laptop or tablet for every student and connects every family that needs internet access. Graduating seniors leave commencement with not only a diploma but also a laptop. In our pursuit of a more fair, just, and good system of education, we strive to ensure that all of our learners, both scholars and educators, to be challenged with academically and intellectually complex tasks that are worthy of their efforts and provide them opportunities to demonstrate their best work. Building Brighter Futures The Cleveland Board of Education adopted the Building Brighter Futures (BBF) initiative on December 9, 2025. Building Brighter Futures is a strategic and data-driven plan shaped by more than a year of community engagement, information analysis, and thoughtful deliberation. The goal of this plan is to strengthen enrollment and ensure scholars attend a newer school building that offers more educational opportunities, including algebra in the eighth grade, more sports and extracurricular activities, and college credits and college and career pathways in high school. BBF is ensuring academic excellence so every CMSD scholar can thrive. BBF will be implemented by the beginning of the 2026-27 school year. About the Officer of Talent The Talent Officer leads the district’s department of Talent and Human Resources, with full accountability for the execution, consistency, and results of all people systems across Cleveland Metropolitan School District (CMSD). Reporting to the CEO’s Chief of Staff, the Talent Officer advises the CEO and CEO’s cabinet, manages a team of 20 dedicated professionals, and oversees the strategy and execution required to attract, engage, develop, and retain an effective and diverse workforce for CMSD. This role requires strong operational leadership, sound judgment, and the ability to manage complex systems in a large, unionized public sector environment. The Talent Officer ensures that CMSD’s people systems operate reliably, equitably, and in alignment with district priorities while supporting school leaders and central office teams to effectively lead their staff. This leader ensures that the department remains grounded in the district’s Core Values: Equity & Inclusion, Student & Community Focused, Growth & Learning, Care & Well-Being, Excellence & Achievement. Your Key Responsibilities - “What You’ll Do” The Talent Officer leads the strategy, execution, and continuous improvement of CMSD’s people systems across key areas in partnership with the Talent Team. Attracting Talent - Lead the district’s recruitment and staffing strategy to ensure schools and central office are staffed with strong and diverse talent. • Drive the districtwide talent acquisition strategy that builds diverse, high-quality pipelines for critical roles across schools and central office., • Oversee workforce planning and staffing projections to ensure the district is positioned ahead of hiring needs., • Lead the strategy and continuous improvement of employee onboarding, with a specific focus on the experience and early retention of teachers., • Oversee the district’s engagement survey (Spark), ensuring results drive meaningful action planning at the school and system level., • Own the district’s performance management systems, ensuring consistent application of evaluations, expectations, and accountability across union and non-union environments., • Build managers and school leaders capacity to coach, develop, and retain strong staff — and to address performance concerns with clarity and fairness., • Support high-stakes employment decisions, including non-renewals, disciplinary actions, and performance improvement, in partnership with district leadership., • Use workforce data to identify retention risks, anticipate vacancies, and inform proactive planning across schools, operations and central office., • Lead the district’s total rewards strategy — including compensation, benefits, and recognition — to ensure CMSD remains equitable and a competitive employer., • Oversee the administration and implementation of collective bargaining agreements, ensuring consistent and equitable application across the district., • Maintain sound labor relations practices and trust-based relationships with union leadership throughout contract administration and negotiations., • Advise the CEO and cabinet on labor relations strategy, including during sensitive negotiations or disputes., • Lead and develop a team of 20 professionals across total rewards, performance management, talent pipeline, employee relations, licensure, and data strategy., • Serve as the primary Talent advisor to the CEO and executive leadership, driving alignment between people systems and organizational priorities., • Partner closely with the Chief of Staff to ensure Talent strategy, culture, and operations are integrated with the district’s broader direction., • Ensure that the Office of Talent serves as a valued partner to schools and to the leadership of the District., • Manage the performance and effectiveness of the Office of Talent, including the successful monitoring and achievement of the team’s shared goals, and the creation and management of the department’s budget., • Promote and model a positive and collaborative culture and brand for the Talent Office and district by ensuring efficient systems, timely customer service, and accurate, transparent information for all stakeholders. Key Skills and Competencies - “What You Need to Be Successful” Successful candidates will demonstrate Executive Influence and Strategic Communication • Earns credibility at the executive level by consistently bringing clarity, sound judgment, and a point of view to the most consequential decisions the district faces., • Comfortable challenging assumptions and holding firm on recommendations even in high-pressure environments., • Understands the political, community, and operational dynamics that shape leadership decisions and accounts for them proactively., • Communicates with clarity, respect, and awareness in conversations and interactions with others., • Listens intently and actively to stakeholders; Influences others, understands nuance, and skillfully interprets motivations and perceptions., • Fosters a culture of high expectations with shared strategic goals around measurable outcomes and continuous improvement in Talent operations and Talent leadership capacity-building in key stakeholders., • Prepares the Office of Talent and leadership team for effective decision-making conversations, anticipating and organizing key questions and data that support productive discussions about Talent priorities., • Builds coalitions and works collaboratively with diverse stakeholders at all levels, including district personnel, students, families, community and political leaders, and advocacy groups., • Maintains a focus on goals and results; establishes clear metrics for success for how Talent plays an essential role in the district meeting its defined student outcome goals, • Demonstrates excellent execution, attention to detail, and leadership skills; the ability to balance overarching district goals with detailed steps to achieve academic objectives., • Develops innovative solutions to complex, systemic workforce challenges in a unionized, public sector environment., • Demonstrates an understanding of how effective people systems directly drive student outcomes, and designs HR operations accordingly., • Leads from the perspective of a service provider, policy advisor, thought partner, and capacity-builder for school leaders. Minimum Requirements • Bachelor's degree from an accredited college or university required. Master's degree preferred., • Experience in Human Resources, Business Administration, Public Administration, Organizational Development, or a related field preferred; SHRM-SCP, SPHR, or equivalent HR certification preferred., • Experience working in K–12 education, public sector organizations, or unionized environments, • Experience managing large teams and holding leaders accountable for results, • Demonstrated success leading complex organizational systems and operational functions The salary range for this integral leadership position is $150,000–$170,000, commensurate with experience. The role also includes a comprehensive benefits package. We look forward to sharing additional details as candidates progress through the interview process. The District’s Policy Prohibiting Discrimination, Discriminatory Harassment, and Sexual Harassment and the District’s Title IX grievance procedures, including information on how to report or file a complaint of discrimination, how to report or file a formal complaint of sexual harassment, and how the District will respond, may be accessed on the District’s Civil Rights Notices webpage, available at . The District’s Title IX Coordinator/Director of Equal Employment Opportunity may be reached at: 1111 Superior Avenue East, Suite 1800 Cleveland, Ohio 44114 (216)-838-0070

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Health insurance, • Opportunity for advancement, • Training & development The DeZordo Region of Modern Woodmen of America is guided by a clear mission to develop advisors who lead with accountability, serve with integrity, and approach their work with relentless grit. We put people first including clients, teammates, and the communities we serve by focusing on disciplined planning, heartfelt service, and a commitment to protecting what matters most while building lasting legacies. Our region is dedicated to empowering advisors through strong leadership, mentorship, and a culture of follow-through, resilience, and shared growth. We believe success is earned by showing up consistently, pushing through challenges, and supporting one another every step of the way. Our vision is to cultivate a team that elevates those around them, delivers meaningful impact, and leaves a lasting positive influence for generations to come both inside and outside the office. Watch this short video to see how sharing meaningful momentsboth personal and professionalcan transform perspectives on a career in financial services with Modern Woodmen of America: About Modern Woodmen: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Meet Our Regional Director: Travis DeZordo: Regional Director and Financial Advisor, FIC, with Modern Woodmen, and has been in this role for 7 years. Prior to entering financial services, Travis spent several years in education as a high school teacher, instructing AP U.S. History and Human Geography, while also coaching football and tennis. These experiences shaped his leadership style and strengthened his ability to communicate, mentor, and help others reach their goalsskills that continue to guide his work today. Outside of work, Travis is most passionate about his family. He and his wife, Jessie, share a love for travel, discovering great food, and enjoying a good glass of wine, while Travis and their 11-year-old daughter, Sofia, are currently on a shared Taekwondo journey working toward their black belts. A lifelong sports fan, Travis is also a devoted supporter of the Ohio State Buckeyes. Role Responsibilities: • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage., • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly., • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement., • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills., • Target Achievement: Meet or exceed business development goals.Perks/Benefits:, • Strong Income Opportunity., • Potential to earn client member leads., • Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals., • Exclusive training/development with the financial services professional supporting you., • An environment and culture of mutual support and growth., • Attainment of prestigious credentials and recognition., • Consistent opportunities for growing your income and character., • Strong benefits and retirement package., • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral programQualifications:, • Team-Oriented, • Enthusiastic, • Positive Attitude, • Self-Starter, • Community-Focused, • Coachable, • Athletic Background (bonus), • Military Background (bonus), • Goal-Driven, • Willingness to Obtain State Insurance License, • College Degree (preferred, not required) If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Flexible work from home options available.

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 DESCRIPTION JOB TITLE: Associate Advisor EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team LOCATION: Cleveland, OH REPORTS TO: Lead Advisor SUMMARY: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients. DUTIES AND RESPONSIBILITIES: • Oversees client planning, implementation, and service details., • Conducts investment reviews., • Responds to service issues., • Maintains client and practice management data., • Independently serves and grows existing investment clients., • Performs other related duties as assigned by management. SUPERVISORY RESPONSIBILITIES: • This job has no supervisory responsibilities. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience., • Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP), • Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software. COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description Advance your business with the Principal Financial Network. As a representative of the Principal Financial Network, you’ll have the autonomy to expand your practice on your terms. We understand that each practice is unique and provide tailored support and resources to help you thrive. Your clients. Your business. Our support. • Empowerment to run your own career within an open-architecture financial services company, • Access to a comprehensive product platform, drawing from Principal capabilities and a range of nonproprietary solutions tailored to your clients' needs, • Independence to service your clients with no requirements to sell proprietary products, and no carrier or product minimums, • Flexible contracts to accommodate your business on your terms, • Industry-leading technology systems make business easier for you and your clients, • Concierge support – leadership consulting, marketing and business planning, new business processing, access to key business partners, and case design assistance, • Dedicated local marketing consultants to launch your brand and execute your marketing objectives, • Respect for your unique perspective -- diversity, inclusion, and empowerment are at the core of our culture, • Guide clients in developing personalized financial plans that align with their goals and values., • Analyze market trends and economic data to provide informed investment advice., • Cultivate and maintain strong client relationships through regular communication and trust-building., • Collaborate with our team to design and implement innovative financial strategies., • Ensure compliance with industry regulations and company policies in all client interactions., • Utilize our comprehensive product platform to offer tailored solutions that meet diverse client needs., • Lead client meetings with clarity and confidence, ensuring all questions are addressed thoroughly and respectfully.Company DescriptionPrincipal Financial Network is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group. Principal Financial Group (Nasdaq: PFG) is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business and build a diverse, inclusive workforce. Principal helps people and companies to build, protect, and advance their financial well-being with our retirement, insurance, and asset management expertise. With innovative ideas and real-life solutions for businesses and individuals, we make financial progress possible for clients of all income and portfolio sizes.Principal Financial Network is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group. Principal Financial Group (Nasdaq: PFG) is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business and build a diverse, inclusive workforce.\r\n\r\nPrincipal helps people and companies to build, protect, and advance their financial well-being with our retirement, insurance, and asset management expertise. With innovative ideas and real-life solutions for businesses and individuals, we make financial progress possible for clients of all income and portfolio sizes.

Job DescriptionSenior Trust Associate Brooklyn, OH-44144 6 months plus extensions Fully onsite Must have Banking Experience, if they do not have do not submit. The Senior Trust Associate (TA) is accountable for assisting a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed within the Institutional Advisors team. The TA will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties. The TA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while supporting SIA/RMs in retaining clients and identifying areas to improve existing relationships and processes. The TA is the first point of contact with institutional clients' front office staff, or backup to an SIA/RM for all servicing needs and inquiries, including actual transaction execution and processing. The TA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately, and appropriately communicating with clients and third parties. The TA is also responsible for independently monitoring the accounts to ensure compliance with *** policies and procedures as well as regulatory guidelines. The focus of administrative activities relates to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects. The TA proactively services assigned clients by maintaining a high standard of quality regarding the delivery of all client services, in addition to being accountable for the retention and growth of the book of business. ESSENTIAL JOB FUNCTIONS Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting. Demonstrate knowledge relating to the institutional trust/custody client needs and IA product offerings and operational effectiveness and efficiency (ex. Account Onboarding, asset collection, alternative assets, pension payment system, client & file system maintenance, etc.) Processes, on daily basis, various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, and executes securities trading. Reviews and manages daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately. Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA's, etc. Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes. Client Experience – maintain excellent client service standards through proactively attending to client requests as a professional liaison with clients and business partners. A positive client experience should show in client retention figures. Mitigate risk by servicing assigned institutional client relationships in compliance with *** policies and procedures, as well as with regulatory and legal requirements. Leads by example and demonstrates client focus and teamwork towards both clients and *** employees. Perform/participate in client relationship reviews. Assist clients with required reporting to various government agencies (i.e., DOL, PBGC, IRS, etc.). Provide back up to other Trust Associates/Cas. Assists with processing check deposits, sort, and review mail for the team. REQUIRED QUALIFICATIONS 2 to 4 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley, Native American clients in administrative capacity or other client service roles. Demonstrated strong client service skills. Securities processing and bank operations knowledge. Excellent analytical, communication (oral and written), interpersonal and problem resolution skills. Undergraduate degree in business-related field or equivalent work experience. Strong PC skills, especially Excel, Word, Power Kofax PDF and PowerPoint. PREFERRED QUALIFICATIONS Competence with trust/custody, pension, securities lending, commercial banking, operating fund, and charitable plan client needs. Client consultation/advocate background. Securities processing and bank operations knowledge. Public speaking experience. COMPETENCIES/SKILLS Personal effectiveness Communication Independent problem solving Decision making/Prioritizing. Customer service orientation Occupational / Technical knowledge Adaptability / Flexibility/Detail oriented REPORTING RELATIONSHIP This position reports to Team Lead Manager #TB_EN #ZR Why TalentBurst? At TalentBurst, we deliver more than talent, we deliver outcomes. We partner with you to move quickly and connect you to opportunities aligned with your skills and long term growth. Backed by precision, transparency, and results, we connect top talent with leading organizations through trusted partnerships. We offer competitive compensation and comprehensive benefits, including medical, dental, vision, and retirement options. TalentBurst is an equal opportunity employer committed to an inclusive and diverse workforce. Company DescriptionFounded in 2002 by three former Monster.com executives; TalentBurst is an award-winning full-service Staffing Firm working directly with Fortune 500 companies in the US and Canada. We specialize in Contract and Contract to Permanent roles across many industries and have direct/contractual relationships with all our clients. Please visit our website or come meet us at our offices in Natick, MA, Miami, FL, Christiansburg, VA, Vineland, NJ, Houston, TX & downtown San Francisco, CAFounded in 2002 by three former Monster.com executives; TalentBurst is an award-winning full-service Staffing Firm working directly with Fortune 500 companies in the US and Canada. We specialize in Contract and Contract to Permanent roles across many industries and have direct/contractual relationships with all our clients. Please visit our website or come meet us at our offices in Natick, MA, Miami, FL, Christiansburg, VA, Vineland, NJ, Houston, TX & downtown San Francisco, CA

Job Description Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a dynamic and motivated Financial Advisor to join our Cleveland team of advisors, on-site. The team is dedicated to providing financial service and enrollment support to the employees of one our key plan sponsor relationships regarding their supplemental voluntary retirement plan. Financial Advisor responsibilities include: * Engage and educate employees about the benefits of participating in their employer sponsored 403(b) and/or 457 (b) plan and how it relates to their other potential sources of retirement income such as employer pension and social security * Guide employees through the enrollment process * Help participants evaluate their sources of retirement income and how to identify potential gaps relative to future goals and assist with account consolidation when appropriate * Encourage participants to utilize the various tools & resources available to them that are designed to help them improve their financial future * Conduct group education meetings – live and virtually * Work in a team environment To be eligible for this Financial Advisor role, candidates must possess the following qualifications: * Securities registrations — Series 6 and 63 (7, 65 or 66 preferred) * Life & Health Insurance licenses * Experience working with defined contribution 403(b),457(b), and 401(a) plans (preferred) * Must be able to demonstrate the ability to work in a team environment Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)