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What We Offer At SavATree, your success is our priority. Here’s how we invest in you: • Compensation: Minimum guarantee plus unlimited commission potential, with most Sales Arborists earning more than $130,000 annually. Total compensation typically ranges from $50,000 to $250,000+ based on territory performance., • Benefits: Health, dental, vision, life, and disability insurance, plus a 401(k) with company match., • Time Off: Time-off to support your work/life balance, • Training & Development: Comprehensive sales, leadership, and technical training. Financial support for becoming an ISA Certified Arborist., • Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities. As a Sales Arborist, you will be the trusted advisor to property owners, ensuring the health and safety of their trees, plants, and landscapes. In this role, you will: • Develop and grow your assigned territory by building long-term relationships with clients and prospects., • Diagnose and monitor landscapes, provide expert recommendations, and prepare estimates for services., • Coordinate with crews, oversee project execution, and ensure customer satisfaction., • Network, generate referrals, and create new business opportunities. You are: • Passionate about the outdoors and making a positive environmental impact., • Skilled at building relationships and solving customer challenges., • Motivated to learn, grow, and adapt in a fast-paced, high-growth company., • Known for integrity, attention to detail, and commitment to delivering on promises. Physical Demands This role involves being outdoors and frequently lifting or moving up to 50 pounds. About SavATree SavATree was founded 45 years ago with a mission to preserve trees threatened by the gypsy moth epidemic. Since then, we’ve grown into a nationwide leader in tree, shrub, and lawn care services. Unlike companies that focus on removal, our work is rooted in preservation and care. We are a values-driven organization built on teamwork, integrity, respect, and a relentless commitment to making a positive impact. When you join us, you’ll find a collaborative, competitive, and caring environment where your contributions matter. As we like to say: When you work here, you thrive here. Equal Opportunity SavATree is proud to be an equal opportunity employer and a drug-free workplace

Weichert Financial Services is hiring a Mortgage Loan Advisor - Company Generated Sales (MA-CGS).This position has the flexibility of being Hybrid or Remote depending on location of candidate.The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weiche

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. Nevada and Colorado

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. • We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis., • You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor., • You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences., • You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients., • We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals., • Promotions and career advancement are based on ability and talent, not tenure – our merit-based promotions provide opportunity to accelerate your career trajectory., • Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard – allowing our people to better plan their work activities and personal lives., • We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member’s professional engagement and personal well-being., • When times get tough, we get tougher – and we stand by our people. We had extremely high retention during the pandemic – and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain times., • While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you are looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory. About the Role The Senior Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include but are not limited to: • Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies, • Design and implement reporting and forecasting models and analyses to instill ongoing performance management capabilities, • Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements, • Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead, • Take ownership of functional work, which could include but is not limited to:, • Budgeting / forecasting, • Financial and operational reporting, • Profitability analysis, • Developing business processes, • Data management Preferred Qualifications • 3-6 years of experience in either consulting/advisory with a focus on finance strategy and operations, analytics, technology or performance improvement OR corporate FP&A/financial analyst, preferably with a middle-market private equity backed company, • Intermediate knowledge of BI Tools or Data Analytics, • Strong working knowledge of finance / accounting concepts such as financial statement mechanics, • Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting), • Advanced proficiency in Excel, • Strong business acumen and verbal / written communication Minimum Qualifications • Bachelor’s degree required, • 3 years of experience in related field, • Must be able to work in a team environment, • Presentation skills mandatory, • Must possess analytical skills, • Proficient use of applicable technology, • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally, • Must be able to travel based on client and business needs

A culture of growth with a firm that supports You’ve built a successful practice and now you’re considering a move. Perhaps you’re looking for more. At Equitable Advisors, we’d like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself. We’re here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: • Our open-architecture platform for client solutions, • Our broker/dealer powered by one of the world’s largest broker/dealers LPL*, • Our elite benefits and wealth-building programs, • Our competitive payouts We know that making a move is a big decision. So, we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance* • More than 2.8 million clients, • More than $220 billion assets under management, • More than 4,300 financial professionals, • More than 190 Elite Advisor Group firms, • 80 branch offices Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.Equitable Advisors is an equal opportunity employer M/F/D/V GE-XXXXXX (09/24) (Exp.09/26) GE-7002701.1(9/24)(Exp.926)

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus! First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business. Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. Award winning mentorship and training programs that support your move into wealth management and sales leadership. Starting out? Additional incentives that help you get started on top of earned commissions and bonuses. *The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor. Why Join Us? Top-tier training with mentors and resources to help you succeed at every level. Your career, your pace by moving into a leadership role in as little as 12 months. Continuous support with tech tools, marketing leads, and team collaboration. Unlimited income streams include uncapped commissions, renewals, bonuses and more. Live life with exciting awards trips, lasting friendships, and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Apply and learn more. Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS. Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser. Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.

Secure Money Advisors is expanding and seeking an experienced Chief Income Planning Advisor to join our advisory team in King of Prussia. This role is designed for accomplished advisors who want to focus on what they do best: meeting with qualified clients, delivering strategic financial advice, and closing new business. Unlike many advisory roles, Secure Money Advisors provides a consistent flow of warm, pre-qualified high-net-worth client opportunities. Advisors are not expected to prospect, cold call, or rely on their personal networks to generate business. Our firm also provides a strong internal support structure. Junior team members assist with modeling, preparation, account servicing, and administrative responsibilities so you can focus on client strategy and relationship management. What This Role Offers • Warm, qualified client opportunities provided by the firm, • No cold calling or reliance on personal networks, • Dedicated support staff handling administrative and operational work, • Integrated financial planning platform including investments, annuities, estate, and tax strategy, • Opportunity to manage and grow relationships with high-net-worth clients, • Collaborative team environment with mentorship and professional development Key Responsibilities Client Relationship Management • Serve as lead advisor for high-net-worth individuals and families, • Understand client goals and implement customized strategies including AUM portfolios, annuity income strategies, and coordinated estate and tax planning, • Conduct client meetings and present tailored financial strategies, • Guide the development of financial plans and portfolio models prepared by support staff, • Ensure client recommendations align with financial objectives and risk tolerance, • Mentor junior advisors and support staff, • Bring developing team members into client meetings to support their growth, • Maintain strict adherence to compliance standards and documentation requirements, • Exercise sound fiduciary judgment when advising clients, • Bachelor’s degree required, • 8+ years of wealth management, financial advisory, or investment advisory experience, • Experience working with annuity strategies and/or AUM portfolios, • Maryland Life, Accident & Health Producer License, • FINRA Series 65, • Strong client-facing and relationship management skills CFP®, CFA, or MBA Compensation & Transition Support We recognize that experienced advisors should not have to start from scratch when joining a new firm. Advisors joining SMA are offered a contractual draw based on production with their previous firm, providing stable income during the transition period until commissions replace the draw. A medical coverage stipend is also included. Unlike many firms, there are no rigid production quotas or minimum annual sales targets. Advisors are empowered to focus on delivering great advice and growing client relationships with the firm’s lead flow and support. If this sounds like the right fit for you, let's have a conversation.

About the job: Makari Group is seeking an Experienced Financial Advisor ($550K–$750K T12) to fill a strategic growth position with our client. This position presents a unique opportunity for a driven advisor who wants to lead and grow a team. Ideal for advisors facing stalled growth or looking for a leadership opportunity, this role offers an incredible level of infrastructure and the support necessary to scale beyond current production levels. What you'll do: • Grow your practice and net new assets with open architecture, • Coaching and development, • Sales growth and strategy What we're looking for: • 7+ years of experience in client-facing financial advisory or wealth management roles, • Drive to succeed and experience in talent management, • Growth-oriented professionals Compensation & Incentives • Highly competitive grid, • W2 benefits or 1099, • Transition compensation based on verifiable t12 About Us: Makari Group is a national consulting firm with one mission: to be your partner in growth. We’ve placed thousands of financial advisors nationwide and have a dedicated team ready to help you explore this opportunity or find the right alternative if it’s not the perfect fit. Our process is confidential, strategic, and built around your success. If you’re ready to explore what partnership-driven independence truly looks like, schedule a private conversation.

Role: Client Advisor Reporting to: Assistant Store Manager or Store Director Pay Transparency: This position offers an hourly rate of $24.00–$27.00. Final compensation will be determined by factors such as relevant experience, qualifications, job-related skills, and internal pay alignment. Position Overview As a Client Advisor at BVLGARI, you will deliver a world-class luxury experience, build lasting client relationships, and achieve sales targets. Your expertise in storytelling, product knowledge, and client engagement will embody the brand’s heritage. Key Responsibilities • Experience selling or presenting High Jewelry pieces to ultra-high-net-worth clients., • Comfortable hosting and supporting High Jewelry events, private appointments, or trunk shows., • Have an existing book of High Jewelry clients you have cultivated through previous roles. Client Experience & Sales • Deliver a seamless, personalized luxury experience, ensuring that every client interaction is memorable., • Master the BVLGARI Selling Ceremony, tailoring the approach to each client’s needs, lifestyle, and motivations., • Convey the passion, heritage, and values of BVLGARI, fostering deep client connections and brand loyalty., • Proactively achieve and exceed sales targets, contributing to both individual and boutique goals., • Drive high-end sales by curating premium, exclusive experiences for top-tier clients. Client Relationship Management • Build and maintain long-term relationships with new and existing clients, becoming their trusted advisor., • Expand and nurture a strong client portfolio through strategic outreach, referrals, and personalized follow-ups., • Utilize CRM tools and data-driven insights to engage, track, and retain clientele., • Serve as a BVLGARI brand ambassador at private client events, in-store activations, and high-profile engagements Boutique Operations • Uphold brand standards by ensuring a pristine, welcoming, and luxurious boutique environment., • Participate in inventory control, visual merchandising, and product replenishment., • Support boutique opening and closing procedures to ensure daily readiness., • Assist with special projects, high-profile client requests, and operational needs Your Profile • Proven success in luxury retail, with a strong record of meeting and exceeding sales targets., • Expertise in engaging high-net-worth clients and executing sophisticated sales interactions., • Fluency in luxury storytelling—passionate about craftsmanship, design, and brand heritage., • Exceptional interpersonal skills—confident, engaging, and adaptable to a diverse clientele., • Proactive, self-motivated, and results-driven, with an entrepreneurial spirit., • Tech-savvy, proficient in CRM software and digital clienteling tools., • Multilingual skills are a plus for catering to an international clientele passionate about luxury craftsmanship and brand storytelling., • Self-motivated, results-driven, and proactive., • Tech-savvy, with CRM and digital clienteling proficiency., • Being Multilingual is a plus when serving a global clientele. Additional information for an internal candidate What We Offer • BVLGARI offers a competitive compensation package that includes:, • Base salary + performance-based commission and more, • Comprehensive benefits: medical, financial, and paid time off, including 401(k) eligibility, • Exclusive employee perks, including luxury product discounts and training opportunities BVLGARI is an equal-opportunity employer and celebrates diversity in the workplace. For Internal Candidates We are excited to see LVMH talents exploring opportunities within BVLGARI! If you are interested in this role, please: • Contact your direct manager to discuss your career growth.

This Jobot Job is hosted by: Farrell Ougheltree Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $250,000 per year A bit about us: Our client is a mid-sized commercial law firm that provides comprehensive legal services to businesses and individuals across a wide range of industries, including the private, public, and nonprofit sectors. With offices throughout the Mid-Atlantic region and an additional presence in South Florida, the firm is well positioned to serve clients in key economic centers. The firm represents clients at every stage of growth—from startups and entrepreneurs to established companies and large national organizations. Since its origins as a small, specialized practice, it has grown into a respected alternative to larger national firms, offering sophisticated legal services with a more tailored approach. Its client base spans industries such as technology, manufacturing, real estate, and healthcare, among others. The firm emphasizes practical, business-focused solutions and adapts its services to meet evolving client needs and market conditions. Known for its collaborative culture and strong professional reputation, the firm attracts attorneys with diverse backgrounds and experience across a variety of practice settings. Its lawyers are committed to delivering strategic, results-driven counsel while serving as trusted advisors to their clients. Why join us? Competitive salary commensurate with experience Bonus potential Comprehensive benefits package (health, dental, vision, 401(k), etc.) Partner Track Mentorship Job Details A well-established and growing Trusts & Estates practice is seeking a senior-level attorney to take on a sophisticated and relationship-driven role within its private client group. This is not a routine drafting position—this role is designed for an attorney who wants to move beyond standardized estate planning and engage deeply in complex wealth, tax, and family structuring matters. The successful candidate will work closely with senior partners on advanced planning strategies involving closely held businesses, multigenerational wealth transfer, and nuanced tax planning. Over time, this individual is expected to assume a leading role in client relationships and matter management. Key Responsibilities Design and draft advanced estate planning structures tailored to high-net-worth family and business needs, including trusts and related planning vehicles Advise clients on complex tax matters involving income, estate, gift, and generation-skipping transfer taxes at both state and federal levels Manage probate and trust administration matters from start to finish, including preparation and review of required tax filings Coordinate directly with clients and collaborate with external advisors such as accountants, financial planners, and family office professionals Serve as a trusted advisor in sensitive family and wealth planning discussions Support the development of junior attorneys and paralegals within the practice group Qualifications Minimum of 7 years of focused experience in Trusts & Estates law Strong background in sophisticated estate and tax planning work Demonstrated ability to draft complex estate planning instruments and structures Excellent understanding of federal and state transfer tax systems Strong interpersonal skills and the ability to navigate sensitive client dynamics with discretion and professionalism Admission to the New Jersey and/or Pennsylvania Bar required; additional admission in New York and/or Florida is a plus An LL.M. in Taxation is strongly preferred What This Role Offers Opportunity to work on highly sophisticated, multi-layered planning matters Direct involvement with high-net-worth individuals and family enterprise structures Clear path toward increased client leadership and responsibility Collaborative environment with experienced practitioners Exposure to both planning and administration aspects of private client work Interested in hearing more? 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Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Glendora branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required. EOE M/F/D/V

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our office is located at: 170 N Radnor Chester Rd, Ste 110, Radnor, PA 19087 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Grant Price Managing Director: Grant has been with Northwestern Mutual for over five years and currently serves as Managing Director of Radnor - NM. Prior to joining Northwestern Mutual, Grant worked in player personnel and recruiting with the University of Tennessee football program, where he developed a strong foundation in talent development and team building. Outside of work, Grant is passionate about spending time with his wife, Hailey, and their two dogs, Bear and Ziggy (a Lab and Border Collie). He also enjoys staying active through CrossFit. Teresa Fratini Associate Director of Selection: Teresa brings a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm. She focuses on attracting and developing individuals who want to grow, lead, and make an impact. Outside of the office, she enjoys spending time with her two kids, Anthony and Clare, and their rescue pittiesLego and Donut. Steve Eberbach Financial Advisor: Steve has been with Northwestern Mutual for over 10 years, serving his clients as a proud partner of Clarity Financial Planning Group while also helping drive the development of advisors through his leadership role as Growth & Development Director. Prior to joining Northwestern Mutual, Steve worked as a civil engineer, bringing strong analytical and problem-solving skills into his financial planning practice. Outside of work, he enjoys spending time outdoors and staying active in nature. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Grant Price is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Are you a leader who has the following traits? • Competitive, • Business-minded, • Coachable, • Communicative, • Self-disciplined York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow a business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Compensation: $100,000+ Responsibilities: • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations, • Customize financial plans for each client based on potential life changes and changing financial needs, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards & Accolades. We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s) Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity. 5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.

Job DescriptionCompany Description IntegriChain is the data and application backbone for market access departments of Life Sciences manufacturers. We deliver the data, the applications, and the business process infrastructure for patient access and therapy commercialization. More than 250 manufacturers rely on our ICyte Platform to orchestrate their commercial and government payer contracting, patient services, and distribution channels. ICyte is the first and only platform that unites the financial, operational, and commercial data sets required to support therapy access in the era of specialty and precision medicine. With ICyte, Life Sciences innovators can digitalize their market access operations, freeing up resources to focus on more data-driven decision support. With ICyte, Life Sciences innovators are digitalizing labor-intensive processes – freeing up their best talent to identify and resolve coverage and availability hurdles and to manage pricing and forecasting complexity. We are headquartered in Philadelphia, PA (USA), with offices in: Ambler, PA (USA); Pune, India; and Medellín, Colombia. For more information, visit , or follow us on Twitter @IntegriChain and LinkedIn. We are excited to offer a hybrid working environment for our employees. To be successful in this role, there are some requirements to visit our office locations from quarterly to a few times a quarter for workshops, team meetings and collaboration between teams. There may be potential for international travel annually or as needed based on business needs. Job Description IntegriChain is seeking a detailed-oriented, polished, data-savvy, client-focused Senior Consultant who is also energetic, outgoing and personable to join our dynamic and growing Advisory Services practice. The ideal candidate is not only a natural relationship-builder but also highly organized, self-driven, and eager to dive into technical information such as health care regulatory guidance and federal legislations while bringing enthusiasm to every challenge. They thrive in a collaborative environment, enjoy solving complex problems, and aren’t afraid to ask clarifying questions to ensure success. This individual will support the most innovative life sciences and pharmaceutical companies in the world by delivering strategic, operational, and compliance advisory services across the U.S. Government Pricing (GP) landscape. This role, within the Advisory practice at IntegriChain, is part of an elite team of consultants who leverage their Life Sciences domain expertise to analyze, model, and synthesize secondary information to provide insights to our customers within the Government Pricing (“GP”) domain area. The consultant will work alongside our team of seasoned industry domain experts to analyze regulatory guidance, interpret pricing methodologies, and translate technical concepts into clear, actionable insights for clients while providing prompt, accurate, and compliant pricing, and contracting advice to our customers. This role is ideal for professionals with 2–5 years of experience who enjoy solving complex problems, working directly with clients, and developing deep expertise in pharmaceutical pricing, contracting, and regulatory compliance. Candidates may come from consulting, industry, or adjacent healthcare roles. The role involves supporting multiple client accounts simultaneously, managing deliverables end-to-end, and serving as a trusted day-to-day advisor for assigned customers. The position requires the consultant to serve as a main driver of communication between small to mid-tier GP customer accounts and IntegriChain. This individual will be responsible for business analysis, relationship management, and will support multiple customers and projects simultaneously. The position requires crisp consulting skills: aggressively seeking information and answers, managing expectations while meeting commitments, always delivering work of utmost quality, on time, and communicating effectively throughout. This candidate has a naturally inquisitive mindset, a desire to quickly learn the complexities of pharmaceutical contracts and pricing landscape, and the ability to demonstrate high-level analytical and strategic thinking. It’s a thrilling time to join the Advisory team at IntegriChain! This team works with many small manufacturers bringing their first product to market, which presents individuals with opportunities to accelerate their understanding of the complex pharmaceutical supply chain and how interconnected pricing, contracting, market access and patient programs impact a patient’s ability to access the therapy and a manufacturer’s bottom line. Responsibilities: Client Delivery & Advisory Support • Support projects and customer engagements where IntegriChain is providing ongoing strategic, operational and compliance support relating to the various U.S. Government Programs, including Medicaid, FSS, 340B, and Medicare., • Interpret and apply regulatory guidance, federal legislation, and agency publications to real-world client scenarios., • Assist with and advise on government pricing methodologies and calculations, including AMP, BP, URA, ASP, PHS 340B, Non-FAMP and FCP., • Create deliverables of utmost quality for customers, manage expectations internally and externally, and provide on or ahead of time delivery to ensure customer satisfaction to encourage referrals, drive incremental revenue opportunities, and ensure renewal business on existing accounts, • Serve as a primary day-to-day contact for small to mid-tier client accounts, ensuring responsiveness, clarity, and high-quality delivery, • Support pre-commercial customer engagements and ensure the successful and timely completion of all GP-related pre-launch activities. These include working through strategic pricing issues, establishing appropriate compliance frameworks, and ensuring manufacturers are enrolled in government programs to ensure patients can get access to critical therapies, • Support Federal Supply Schedule (FSS) contract compliance on behalf of IntegriChain’s customers, including contract maintenance, Public Law submissions, tracking customer monitoring, and negotiating contract changes with the VA, • Develop, update, and review policies and procedures to support regulatory compliance and effective governance, • Manage multiple projects and responsibilities in parallel, while ensuring accuracy and timely delivery and responses to customer requests, • Lead discussions, facilitate workshops, and engage with stakeholders with a positive and proactive attitude while ensuring clear communication and alignment, • Proactively communicate status, risks, and next steps to clients and internal team members, • Contribute to client satisfaction, retention, and account growth through strong execution and relationship-building, • Facilitate client discussions, working sessions, and workshops with confidence and professionalism, • Work within a rapidly growing organization where cross-functional communication is important and a willingness to evolve and adapt to changing organization needs and challenges is imperative, • Understand the overall organization structure and interplay of the various segments within IntegriChain, • Bring a team-first mentality and actively contribute to a vibrant and collaborative work culture, • Collaborate closely with team members and clients to drive success in a fast-paced environment and navigate complex challenges while maintaining a positive and proactive approach, • Stay organized and self-motivated, capable of managing your workload independently while asking insightful questions when further clarity is neededQualifications Qualifications • Minimum B.A. / B.S. degree, • Strong interpersonal skills and understanding of cross-functional teamwork, • Proficient in Excel and PowerPoint with excellent presentation skills, • Excellent business analytical skills, a high accuracy rate, and attention to detail, • Demonstrated ability to think critically, identify risks and proven problem solving and decision-making skills with the ability to “think on their feet” and suggest alternatives and practical solutions, • Ability to work independently as well as in a team setting, • Ability to easily build rapport with colleagues and clients, • Passion for collaboration and an eagerness to contribute to important projects, • Proven experience in consulting, with strong interpersonal and communication skills, • A gregarious personality with the ability to build rapport easily, alongside a meticulous eye for detail and exceptional organizational skills, • GPA 3.5 or above preferred, • Internship experience a plus, • Healthcare/Pharma experience a plus, • Experience with pharmaceutical government pricing, contracting, market access, or payer-related functions, • Prior experience supporting clients or internal stakeholders in a consultative or advisory capacity #LI-JL1 Additional Information What does IntegriChain have to offer? • Influence the government pricing strategies of innovative biotech and pharma companies., • Work at the nexus of compliance, strategy, and launch readiness, leveraging proprietary data and insights., • Excellent and affordable medical benefits + non-medical perks including Student Loan Reimbursement, Flexible Paid Time Off, and Paid Parental Leave, • 401(k) Plan with a Company Match to prepare for your future, • Robust Learning & Development opportunitie,s including over 700+ development courses, free to all employees #LI-ZG1 IntegriChain is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to race, color, religion, national origin, ethnicity, age, sex, marital status, physical or mental disability, gender identity, sexual orientation, veteran or military status, or any other category protected under the law. IntegriChain is an equal opportunity employer; committed to creating a community of inclusion, and an environment free from discrimination, harassment, and retaliation. Our policy on visa sponsorship for US based positions: Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by IntegriChain.

Job Description What We Offer At SavATree, your success is our priority. Here’s how we invest in you: • Compensation: Minimum guarantee plus unlimited commission potential, with most Sales Arborists earning more than $130,000 annually. Total compensation typically ranges from $50,000 to $250,000+ based on territory performance., • Benefits: Health, dental, vision, life, and disability insurance, plus a 401(k) with company match., • Time Off: Time-off to support your work/life balance, • Training & Development: Comprehensive sales, leadership, and technical training. Financial support for becoming an ISA Certified Arborist., • Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities. As a Sales Arborist, you will be the trusted advisor to property owners, ensuring the health and safety of their trees, plants, and landscapes. In this role, you will: • Develop and grow your assigned territory by building long-term relationships with clients and prospects., • Diagnose and monitor landscapes, provide expert recommendations, and prepare estimates for services., • Coordinate with crews, oversee project execution, and ensure customer satisfaction., • Network, generate referrals, and create new business opportunities., • Represent SavATree at community and industry events, from trade shows to garden clubs, while advocating for environmental stewardship. About You You are: • Passionate about the outdoors and making a positive environmental impact., • Skilled at building relationships and solving customer challenges., • Motivated to learn, grow, and adapt in a fast-paced, high-growth company., • Known for integrity, attention to detail, and commitment to delivering on promises. Physical Demands This role involves being outdoors and frequently lifting or moving up to 50 pounds. About SavATree SavATree was founded 45 years ago with a mission to preserve trees threatened by the gypsy moth epidemic. Since then, we’ve grown into a nationwide leader in tree, shrub, and lawn care services. Unlike companies that focus on removal, our work is rooted in preservation and care. We are a values-driven organization built on teamwork, integrity, respect, and a relentless commitment to making a positive impact. When you join us, you’ll find a collaborative, competitive, and caring environment where your contributions matter. As we like to say: When you work here, you thrive here. Equal Opportunity SavATree is proud to be an equal opportunity employer and a drug-free workplace

Job Description Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction. Responsibilities: • Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process., • Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track., • Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials., • Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps., • Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients., • Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines., • Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances. Other requirements for the Financial Advisor role include and are not limited to: • 5+ years of experience in wealth management or financial planning, • Strong understanding of financial planning concepts and strategies, • Experience with financial planning software

Job Description Director of Development Location: 1348 Bainbridge Street Reports to: Chief Operating Officer Supervises: 1–2 staff About Mazzoni Center Mazzoni Center is a nationally recognized nonprofit providing healthcare, social services, and advocacy for the LGBTQ+ community. We are guided by our core values of Respect for People, Patient-Focused Care, Inclusivity, and Integrity. Position Summary Mazzoni Center seeks an experienced Director of Development to lead and grow a diversified fundraising program. This role combines hands-on major gifts fundraising with strategic leadership across individual giving, grants, corporate support, special events, and volunteer-driven fundraising. The Director of Development plays a key role in advancing the organization’s mission, visibility, and long-term financial sustainability. Key Responsibilities • Develop and implement a comprehensive, multi-year fundraising strategy., • Lead all fundraising efforts, including major gifts, annual giving, corporate and foundation support, and events., • Manage a portfolio of major gift donors and prospects, including six-figure gifts., • Cultivate, solicit, and steward donors in partnership with leadership, board members, physicians, and volunteers., • Serve as a strategic advisor to executive leadership and support Board fundraising efforts., • Lead, mentor, and manage the Development team and oversee the department budget., • Oversee grant prospecting, submissions, and stewardship., • Strong commitment to the mission of Mazzoni Center., • Bachelor’s degree required; Master’s degree or CFRE preferred., • 5–7 years of progressive development experience, including at least 3 years in a management role., • Demonstrated success securing major and multi-year gifts from individuals and institutions., • Proven experience working with boards and executive leadership., • Background checks and clearances required., • Ability to meet physical requirements, including standing, lifting up to 25 lbs, and effective verbal and written communication

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an Insurance Agent with Northwestern Mutual Radnor! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our office is located at: 170 N Radnor Chester Rd, Ste 110, Radnor, PA 19087 Meet Our Team: Grant Price Managing Director: Grant has been with Northwestern Mutual for over five years and currently serves as Managing Director of Radnor - NM. Prior to joining Northwestern Mutual, Grant worked in player personnel and recruiting with the University of Tennessee football program, where he developed a strong foundation in talent development and team building. Outside of work, Grant is passionate about spending time with his wife, Hailey, and their two dogs, Bear and Ziggy (a Lab and Border Collie). He also enjoys staying active through CrossFit. Teresa Fratini Associate Director of Selection: Teresa brings a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm. She focuses on attracting and developing individuals who want to grow, lead, and make an impact. Outside of the office, she enjoys spending time with her two kids, Anthony and Clare, and their rescue pittiesLego and Donut. Steve Eberbach Financial Advisor: Steve has been with Northwestern Mutual for over 10 years, serving his clients as a proud partner of Clarity Financial Planning Group while also helping drive the development of advisors through his leadership role as Growth & Development Director. Prior to joining Northwestern Mutual, Steve worked as a civil engineer, bringing strong analytical and problem-solving skills into his financial planning practice. Outside of work, he enjoys spending time outdoors and staying active in nature. Key Responsibilities: As an Insurance Agent, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Grant Price is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

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

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

Job Description We're hiring a Director, Financial Planning (Paraplanner). Mt. Laurel, NJ. Hybrid. If you love the planning side of financial services and want zero pressure to sell, this could be your perfect role. We're a well-established and growing wealth management firm and we need someone who thrives behind the scenes: developing financial plans. prepping for client meetings, running follow-up with clients, managing priorities across a full advisory calendar, and making sure nothing falls through the cracks. You're the person who actually reads the eMoney output before the meeting. You catch the details and work closely with our CEO and lead advisor to identify new planning strategies. You'd rather build the perfect workflow than pitch a product. What you'll do day to day: own meeting prep and follow-up, triage client communication (emails, phone calls), partner with our service team to keep execution tight, and help us get more out of our planning and CRM tools. What we're looking for: 3+ years in a planning or client service role at an RIA or wealth management firm, strong eMoney or similar experience, and the kind of attention to detail that actually shows up under deadline pressure. No sales targets. No corporate red tape. Just a tight (and fun!) team doing complete planning work for a wonderful group of clients who trust us with a lot. This is a brand new role designed to support our growth. If this sounds like the role you've been looking for, send your resume to . We'd love to hear from you. Key Responsibilities: • Build and update comprehensive financial plans, covering cash flow, retirement, education, tax strategies, insurance, and complex scenario analysis., • Prepare thoroughly for client meetings by reviewing updated planning outputs, assisting our CEO in scenario modeling and highlighting key discussion items for the advisory team., • Own post-meeting follow-up by generating clean meeting summaries, translating advisor decisions into clear and actionable tasks, and ensuring assignments are properly routed to the correct team members in the CRM., • Triage and manage the CEOs inbox by prioritizing client requests, drafting responses on their behalf, and coordinating timely resolutions., • Serve as a confident client-facing point of contact by returning calls, responding to emails, and communicating next steps with professionalism and strong judgment., • Partner with the client service team to reduce back-and-forth by anticipating questions and ensuring instructions are specific, accurate, and complete before work is handed off., • Maintain strong control of weekly priorities by tracking and managing deadlines across multiple clients and meetings, proactively identifying bottlenecks, and keeping the advisory team informed., • Bachelor's degree in economics, finance, financial planning, accounting, or a related field (or equivalent work experience)., • 3 years of experience supporting financial planning and client service within a wealth management, RIA, or similar environment., • Service-oriented mindset who wants to be part of a strong, collaborative team., • Ability to prioritize and execute across multiple deadlines, with independence and high attention to detail., • High comfort level with technology and learning new systems quickly, including strong Excel skills. Loves to find ways to reduce friction across processes., • CFP coursework., • Series 7, 65 or 66 license., • Experience with financial planning software, particularly eMoney., • Prior experience supporting financial advisors in a client-facing capacity. About Us: Strategic Financial is a full service, comprehensive financial planning firm based in Mt. Laurel, NJ, serving high-income individuals, families, and business owners We’re not your typical financial firm. Most advisors just manage investments. We actually run point as a one-stop shop coordinating the entire financial plan. Our clients love it because it saves them stress, time, and money. Clients think of us as their quarterback; providing one clear, coordinated strategy for tax planning, estate planning, insurances, investments, cash flow, and goal planning. We do this by working with their accountant, attorney, and any other stakeholders to ensure we are all implementing the same plan. So instead of getting different opinions, we deliver one thoughtful and complete plan. We are grateful for the trust and partnership we have with our clients. As a team, our core values of being Honest, Dependable, and Consistent, shape the work we do every day to serve our clients. Our environment is low-ego and genuinely fun, all while doing complex and sophisticated work. We look out for each other, celebrate our wins together, and we’re always looking for ways to get better as a firm and as individuals. And we take great pride in our ability to have a meaningful impact in our clients lives. Company DescriptionWe’re not your typical financial firm. Most advisors just manage investments. We actually run point as a one-stop shop coordinating the entire financial plan. Our clients love it because it saves them stress, time, and money. Clients think of us as their quarterback; providing one clear, coordinated strategy for tax planning, estate planning, insurances, investments, cash flow, and goal planning. We do this by working with their accountant, attorney, and any other stakeholders to ensure we are all implementing the same strategy. So instead of getting different opinions, we deliver and execute one thoughtful and complete plan. We are grateful for the trust and partnership we have with our clients.We’re not your typical financial firm. Most advisors just manage investments. We actually run point as a one-stop shop coordinating the entire financial plan. Our clients love it because it saves them stress, time, and money. Clients think of us as their quarterback; providing one clear, coordinated strategy for tax planning, estate planning, insurances, investments, cash flow, and goal planning. We do this by working with their accountant, attorney, and any other stakeholders to ensure we are all implementing the same strategy. So instead of getting different opinions, we deliver and execute one thoughtful and complete plan. We are grateful for the trust and partnership we have with our clients.

Job DescriptionWealth Advisor West Philadelphia, PA (In-Office / Hybrid Potential) About the Role We are a growing wealth management firm located on the west side of Philadelphia seeking a motivated Wealth Advisor to join our team. This role is ideal for someone who enjoys building client relationships, developing financial strategies, and growing a book of business within a supportive, team-oriented environment. You will work directly with individuals and families to help them plan, invest, and build long-term financial security while receiving strong operational and advisory support from our internal team. What You’ll Do • Develop and manage relationships with new and existing clients, • Conduct financial planning discussions including retirement, investment, and wealth-building strategies, • Recommend and implement investment solutions aligned with client goals, • Grow your client base through referrals, networking, and firm-provided leads (if applicable), • Partner with internal investment and client service teams for account execution and support, • Review portfolios and provide ongoing advisory guidance, • Maintain compliance with all regulatory and firm standardsWhat We’re Looking For, • 1–5+ years experience in financial services, banking, insurance, or wealth management preferred, • Strong interpersonal and communication skills, • Comfort with client-facing sales and relationship development, • Interest in investments, markets, and financial planning, • Ability to work independently while collaborating with a team, • FINRA licenses (Series 7/66) preferred or willingness to obtainCompensation & Earnings, • Base Salary: $50,000 – $70,000 (based on experience), • Commission / Performance Pay: Uncapped earning potential, • Additional Incentives: Bonus opportunities tied to production and client growth, • Expected First-Year Total Compensation: Variable based on performance and client acquisitionWhy Join Us, • Established wealth management firm with strong local presence in Philadelphia, • Direct access to experienced advisors and support staff, • Opportunity to build a long-term advisory career (not just a sales job), • Growing client base and expanding service offerings, • Motivated by client success and income growth, • Comfortable in a relationship-driven sales environment, • Looking to build a long-term career in wealth management, • Coachable and willing to obtain or maintain licensing, • Professional, ethical, and detail-oriented

Job Description Account Manager – Web Design & Digital Services Location: Remote/Hybrid – Must be based in the (NE) North East of the U.S. Industry Focus: Manufacturing, Healthcare, Financial Services, Retail, Education Target Clients: Mid-to-Large Market | C-Suite: CMO, VP of Marketing, COO, VP of E-Commerce, CEO If you're seeking a role where every day is different—and you can make an impact on the businesses and communities you serve—you've found it. We’re looking for a dynamic Account Manager who thrives in both relationship-building and solution selling. This is a hybrid hunter/farmer role—ideal for someone who can prospect, sell, and grow lasting relationships with clients needing world-class web design, digital strategy, and marketing solutions. What You'll Do • Drive new business development while nurturing and expanding relationships with existing clients., • Serve as a trusted digital advisor, educating clients on custom website solutions, user experience, SEO/SEM, and full-scope digital marketing., • Identify cross-sell opportunities and introduce clients to other service areas, including branding, content, automation, and more., • Deliver tailored presentations to marketing and executive leadership, translating complex concepts into clear business value., • Manage your pipeline using tools like HubSpot, ZoomInfo, and LinkedIn Sales Navigator to build a consistent flow of qualified opportunities., • Collaborate cross-functionally with creative, technical, and project management teams to ensure seamless execution., • 3+ years of B2B sales experience—ideally in digital marketing, web services, or IT solutions., • Proven track record of success in consultative selling to mid-sized to enterprise-level clients., • Strong understanding of modern digital marketing, web development trends, and client-centric design., • Proficiency with modern prospecting tools: HubSpot, LinkedIn Sales Navigator, ZoomInfo, intent data, and video selling., • Exceptional communication, negotiation, and presentation skills—with the confidence to speak with senior executives., • A collaborative, team-first attitude with the ability to work autonomously., • Confident hunter/farmer with a passion for digital solutions and business impact., • Entrepreneurial mindset—brings ideas, takes ownership, and drives results., • Resilient and adaptive in a fast-paced, constantly evolving digital environment., • Previous experience selling website redesigns, UX/UI services, SEO, PPC, or custom application development., • Access to warm leads and a high-conversion portfolio of past work., • A collaborative, high-performance team that supports your success., • Continuous learning, mentorship, and a voice in strategy and execution., • Competitive base + uncapped commission structure., • Ability to lift, carry, or move materials occasionally as needed., • Comfort with extended periods of sitting, standing, and screen usage., • Occasionally required to work in varying environments based on client meetings or events. We’re Looking Forward to Getting to Know You We are, and work with, equal opportunity employers that consider all applicants for positions without regard to race, color, religion, gender, sexual orientation, age, national origin, disability, veteran status, or any other protected status.

Job Description Sands Investment Group (SIG) is hiring a driven Commercial Real Estate Advisor to join our team. Whether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. This is a 100% commission based role built for competitive entrepreneurial professionals ready to grow. Our top advisors earn 100K-250K within their first 12-24 months. Why Join SIG? • National Platform with $10.1B in closed transaction, • Lead gen tools, research systems, and full time marketing engines built by brokers, • Personalized mentorship programs with Managing Directors and top producers, • Access to $1.5B in active national inventory, • Collaborative and competitive culture helping you win deals What You'll Do • Generate and qualify leads through outbound outreach and prospecting, • Oversee the full sales pipeline: listings, marketing, negotiations, LOIs, PSAs, and closings, • Collaborate with your team and and marketing staff to bring listings to market, • Produce Broker Opinions of Value (BOVs), pull relevant comps, and pitch properties, • Own and grow key relationships with investors and property owners Who You Are • 2+ years of experience in real estate sales, or cold calling, • Hungry to build a 6 or 7 figure business in commercial real estate, • Licensed Real Estate agent, or actively pursuing licensing, • Fluent or experienced with CRM systems, research platforms, and financial tools, • A culture fit: Collaborative, Coachable, Communicative, and Consistent Compensation • 100% Commission-based Role, • Advisors typically earn 100k-250k in their first two years, • Includes access to national inventory, CRM, marketing engine, training and mentorship Office Location • Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia

Job Description Joining McNees Wallace & Nurick LLC means becoming part of a team that values your voice, your growth, and your impact on clients, colleagues, and the communities we serve. Since 1935, McNees has been a trusted, client-focused law firm delivering practical, results-driven legal solutions with integrity and a client-first philosophy. We are a full-service firm with more than 150 attorneys and 300 professionals, committed to excellence across a wide range of practice areas and industries. At McNees, we are guided by our core values of authentic relationships, excellence, growth, and balance to foster collaboration and innovation. We support your success through mentorship, leadership development, and continuous learning opportunities. Our commitment to community runs deep, with a strong tradition of stewardship through pro bono work, charitable initiatives, and civic engagement. We also prioritize flexibility and well-being with a family-focused culture, reasonable revenue hour expectations, and technology that drives efficiency. If you're looking for an opportunity to do meaningful work with people who value integrity and collaboration, you'll feel at home at McNees. McNees, Wallace & Nurick is seeking a talented and motivated Associate Attorney to join our State and Local Tax (SALT) practice. This role is ideal for an attorney with 3–5 years of experience handling Pennsylvania SALT matters, including sales and use tax, who is looking to deepen their technical expertise while working closely with experienced partners and a collaborative team. At McNees, we believe our people are our greatest asset. We foster a culture of integrity, innovation, and collaboration - where your ideas matter, and your contributions make a real impact. If you're passionate about delivering exceptional legal services and building lasting relationships, we'd love to meet you. Responsibilities: As an Attorney at McNees, you'll be an integral part of our team, working on meaningful matters and building strong client relationships. Your key responsibilities will include: • Case Management: Take ownership of assigned matters from start to finish - review, analyze, and develop strategies to achieve successful outcomes., • Legal Research & Analysis: Conduct thorough research using all available resources to support case strategies and provide well-informed advice., • Document Drafting: Prepare, review, and finalize contracts, pleadings, agreements, and other legal documents with precision and attention to detail., • Client Communication: Serve as a trusted advisor by maintaining regular, proactive communication with clients about case progress and next steps., • Negotiation & Advocacy: Represent clients effectively in negotiations and work toward favorable resolutions whenever possible., • Collaboration: Partner with senior attorneys and colleagues across practice areas to deliver comprehensive legal solutions., • Compliance & Ethics: Uphold the highest standards of professional conduct, including adherence to state bar requirements and firm policies., • Financial Responsibility: Assist in setting retainers, managing payment schedules, and ensuring timely collection of receivables for assigned cases., • Continuous Learning: Stay current with legal developments and complete all required Continuing Legal Education (CLE) to maintain bar membership.Requirements:, • Juris Doctor (J.D.) from an accredited law school, • 3–5 years of experience practicing Pennsylvania state and local tax law, • Demonstrated experience with sales and use tax matters in Pennsylvania, • Admission to practice law in Pennsylvania (or eligibility to waive in), • Strong legal research, writing, and analytical skills, • Ability to manage multiple matters efficiently and meet deadlines in a fast‑paced environment, • Excellent communication skills and a client‑focused approach, • Prior experience in a law firm or comparable professional services environment preferred #LI-hybrid About McNees Headquartered in Harrisburg, Pa., McNees operates offices across Pennsylvania, Maryland, Ohio, and Washington, D.C., giving our team a broad regional footprint and diverse opportunities for collaboration. We are ranked among the NLJ 500, Best Law Firms, and Best Lawyers, and nationally recognized for excellence in areas such as construction litigation and energy law. Our attorneys deliver tailored strategies to businesses, individuals, and organizations across industries, including real estate, energy, healthcare, banking and finance, insurance, construction, and technology. We also have a strong presence in public sector law, advocating for clients in regulatory and legislative matters at all levels of government. Our services span corporate law, real estate and construction, labor and employment, litigation, tax, intellectual property, energy and environmental, estate planning, and public sector law, complemented by affiliated businesses like Apollo Communications (strategic marketing and PR), Keystone Municipal Solutions (municipal consulting), and Pine Street Land Company (title and settlement services). McNees offers an engaging work environment, robust opportunities for professional development, challenging and rewarding career paths, and competitive compensation. McNees is an Equal Opportunity Employer. Employment decisions are made without regard to any trait protected by law.

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

Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits Include: • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training We can only consider applicants authorized to work in the United States. Compensation: $87,100+ at-plan commission Responsibilities: • Offer solutions in insurance, asset accumulation, and retirement planning., • Leverage company-provided marketing tools and industry resources., • Develop client relationships and provide tailored financial strategies., • Engage in structured coaching, mentorship, and training programs., • Highly motivated with a strong work ethic., • No prior financial experience is required, and comprehensive training is included., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities. Our mission is clear: To Do Good in our communities and for the families we serve. Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Are you passionate about helping people protect what matters most? Mark Armstrong State Farm, nestled in the heart of Flourtown, Pennsylvania, is looking for a dedicated Insurance Producer to join our vibrant team. We believe in building genuine connections and providing unparalleled service, fostering a supportive environment where you can truly make a difference. This isn't just about selling policies; it's about becoming a trusted advisor to our community, understanding their unique needs, and crafting personalized solutions. You'll have the opportunity to grow your career while helping families and businesses secure their futures. If you're a motivated individual with a knack for communication and a desire to succeed, we invite you to explore this exciting opportunity with us. Come be a part of a team that values integrity, dedication, and a positive impact. Benefits Annual Base Salary + Commission Paid Time Off (PTO) Life Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Responsibilities Develop and maintain strong client relationships through proactive outreach and exceptional service. Identify client needs and recommend appropriate insurance products and financial services. Effectively present and explain insurance policy features, benefits, and coverage options. Achieve sales goals and contribute to the overall growth of the agency. Stay current with industry trends, product knowledge, and compliance requirements. Process applications, follow up on policy issuance, and assist with claims inquiries. Requirements Pennsylvania Property & Casualty Insurance License. Pennsylvania Life & Health Insurance License. Minimum of 1 year of experience in insurance sales or a customer-facing role preferred. Excellent communication and interpersonal skills. Proficiency in CRM software and Microsoft Office Suite. Self-motivated with a strong desire to help others.

Job Description Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support. We look for individuals who reflect our core values, excellence, collaboration, curiosity, innovation, and integrity. By bringing in talent aligned with these principles, we foster a workplace culture that drives continuous improvement and breakthrough solutions, while also supporting a healthy work-life balance. PRIMARY FUNCTION: The IT Project & Business Analyst serves as a key connector between Pitcairn's business teams and its technology organization, translating operational needs into actionable solutions and ensuring technology investments deliver meaningful, lasting value. This individual plays a central role in driving the firm's evolving technology agenda, including the evaluation and rollout of applications/software, the adoption of AI tools and workflows, and the continuous improvement of business processes across the firm. Reporting to IT leadership and collaborating closely with stakeholders across Finance, Wealth Management, Compliance and Operations, this role is well-suited for a curious, organized, and collaborative professional who thrives at the intersection of technology and business. RESPONSIBILITIES: AI Adoption and Process Innovation • Serve as a hands-on champion for AI adoption across the firm, partnering with business teams and IT leadership to identify, prioritize, and implement AI tools and workflows that drive meaningful operational improvements., • Lead change management and user enablement efforts for AI platform rollouts, including developing training materials, facilitating onboarding sessions, tracking adoption, and gathering feedback to continuously refine the approach., • Proactively research emerging AI technologies and automation solutions relevant to the wealth management and family office industry, translating findings into structured recommendations for IT leadership., • Build and maintain a library of practical use cases, helping colleagues across Finance, Wealth Management, Compliance, and Operations get tangible value from tools such as Claude and ChatGPT., • Identify and document opportunities for internal process automation, working cross-functionally to redesign workflows and reduce manual effort across the firm. Project Coordination and Business Analysis • Coordinate IT projects from initiation through go-live, maintaining project plans, status reports, risk logs, and stakeholder communications to keep work on track and teams aligned., • Elicit, document, and validate business and functional requirements through stakeholder interviews, workshops, and process observation., • Support the evaluation, onboarding, and implementation of new technologies, including facilitation of vendor demos, training support, and go-live readiness., • Maintain accurate and up-to-date IT process documentation, procedures, and platform integration records as Pitcairn's technology stack evolves., • Support the development of IT metrics and reporting to help leadership monitor project health, platform adoption, and operational performance., • Perform other duties as assigned for the efficient operation of the department. EDUCATION/EXPERIENCE: • Bachelor's degree in Information Technology, Business Administration, Finance, or a related field required., • A minimum of 3 to 5 years of experience in a business analyst, IT project coordinator, or hybrid BA/PM role, ideally within financial services, wealth management, or a professional services environment., • Demonstrated experience gathering and documenting business requirements, facilitating stakeholder workshops, and supporting technology implementations., • Familiarity with technology evaluation and onboarding, including change management support., • Familiarity with wealth-tech platforms such as Tamarac, Addepar, Orion, BlackDiamond, QuickBooks, MoneyGuide Pro, eMoney, Lumiary, etc., • Exposure to AI and LLM platforms such as Claude, ChatGPT, or similar enterprise AI tools., • Professional certifications such as PMI-PBA, CBAP, PMP, or Agile/Scrum certifications (CSM, CSPO)., • Basic understanding of data concepts, system integrations, or API workflows. Successful candidates will possess a broad range of skills including: • Strong interpersonal skills with excellent written and verbal communication, • Curiosity that lends itself to creative problem-solving, • Self-motivated with a sense of curiosity, urgency, and accountability, • Ability to influence and establish credibility, trust, and confidence with colleagues and stakeholders, • Adaptability and openness to change in a firm that is actively evolving its technology landscape, • Alignment with Pitcairn's values of Excellence, Curiosity, Collaboration, Innovation, and Integrity Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

Job Description Business Development Manager Location: South Jersey | Type: Full-time | Schedule: Monday–Friday Are you ready to combine your passion for healthcare with your talent for building relationships? At IVX Health, we are transforming the way infusion and injection therapy is delivered for patients with chronic conditions like Rheumatoid Arthritis, Crohn's Disease, and Multiple Sclerosis. We are looking for a driven, relationship-focused Business Development Manager (BDM) to expand our presence nationwide by connecting healthcare providers and patients to a better infusion care experience. If you're passionate about making a real difference in the lives of patients while achieving professional success, this is the opportunity for you! About the Role The Business Development Manager (BDM) is a critical part of the IVX Health team, serving as the face of our organization. This is a Monday through Friday, road warrior role, focused on traveling within the assigned territory to visit referring providers at their brick-and-mortar locations. The BDM will work directly with referral coordinators, physicians, nurses, and healthcare providers to educate them on our services, build meaningful relationships, and drive referrals for infusion therapy patients. We Are Looking For Someone Who • Thrives on Building Relationships: You're a natural networker who enjoys connecting with healthcare providers and becoming a trusted advisor., • Is Driven to Succeed: You have a competitive spirit and take pride in achieving and exceeding goals., • Makes an Impact: You're passionate about healthcare and want to play a key role in improving the patient experience., • Is a Strategic Thinker: You enjoy creating tailored solutions and strategies to grow a market and expand relationships., • Loves to Collaborate: You work well with teams, from providers and pharmaceutical reps to internal colleagues, to drive results. Key Responsibilities • Develop Long-Term Provider Relationships: Build and nurture trust-based relationships with healthcare providers, ensuring they view IVX Health as a valued partner in patient care., • Consultative Sales Approach: Focus on relationship-building rather than transactional selling. Educate providers about IVX Health's benefits and how we can support their patients' infusion therapy needs over the long term., • Strategic Growth: Increase patient referrals by fostering deep connections with providers, identifying new referral sources, and attending local networking events., • Targeted Outreach: Engage with specialists such as rheumatology, gastroenterology, and neurology, positioning yourself as a trusted advisor rather than a one-time sales representative., • Community Engagement: Plan and execute local events, such as grab-and-go luncheons and office drop-ins, to strengthen provider relationships and enhance brand awareness., • Collaborate with Teams: Work closely with the marketing team to share local events and patient engagement stories, and maintain active social media visibility to support relationship development., • Liaison Between Providers and Operations: Act as a key resource to ensure a seamless onboarding experience for referring practices and their patients., • Industry Partnerships: Build collaborative relationships with pharmaceutical reps and other stakeholders to support a consistent and trusted referral pipeline. At IVX Health, we believe in taking care of our team just as much as we take care of our patients. Here's what we offer: • Comprehensive Healthcare: Medical, dental, and vision coverage, plus telemedicine services., • Flexible Savings Options: Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA)., • Family Support: Fertility and family-building resources., • Professional Development: Tuition reimbursement, CEU access, and career advancement opportunities., • Generous Benefits: Disability coverage, life insurance, 401(k) matching, charitable giving programs, and referral bonuses., • Healthcare Expertise: Strong working knowledge of managed care plans, insurance carriers, referral and precertification processes, and documentation guidelines., • Industry Knowledge: Interest or experience in the pharmaceutical and/or healthcare industry is highly desirable., • Customer-Centric Mindset: Exceptional customer service skills with a competitive, customer-focused attitude., • Organizational Excellence: Outstanding organizational skills and meticulous attention to detail., • Collaborative Spirit: Proven ability to effectively collaborate with internal teams and external stakeholders at all levels., • Educational Background: Bachelor's Degree in Business or a related field, or equivalent years of relevant experience., • Healthcare Collaboration: Experience working directly with physicians, nurses, and clinical staff., • Sales Experience: Knowledge or experience in home health, hospice, DME, or imaging sales is a plus. Pay is based on factors such as market location, job-related knowledge, skills, and experience, and is benchmarked against similar organizations in our size and industry. It is not typical for an individual to be hired at or near the top of the posted range, as compensation decisions depend on the facts and circumstances of each case. In addition to cash pay, full-time regular employees are eligible for commissions/bonus, 401(k), health benefits, and other company-provided benefits; some of these benefits may also be available to part-time employees. South Jersey Area Pay Range$88,000—$104,500 USD About IVX Health IVX Health is a national provider of infusion and injection therapy for individuals managing chronic conditions like Rheumatoid Arthritis, Crohn's Disease, and Multiple Sclerosis. We're transforming the way care is delivered with a focus on patient comfort and convenience. Our commitment to exceptional care extends to our employees as well—we empower our team to thrive while living our core values: Be Kind, Do What's Right, Never Settle, Make It Happen, and Enjoy the Ride. Our Mission: To improve the lives of those we care for by redefining the care experience Our Vision: To be the nation's preferred destination for pharmaceutical care of complex chronic conditions Our Commitment: To deliver an unmatched care experience with a foundation in world class service and clinical excellence Benefits We Offer • Comprehensive Healthcare – Medical, dental, and vision coverage, including prescription drug plans and telemedicine services., • Flexible Savings Options – Choose from Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA) to manage healthcare costs., • Supplemental Protection – Accident, critical illness, and hospital indemnity plans to provide additional financial security., • Dependent Care FSA – Pre-tax savings for eligible childcare and dependent care expenses., • 401(k) Retirement Plan – Secure your future with a competitive company match., • Disability Coverage – Voluntary short-term and long-term disability plans to protect your income., • Fertility and Family Support – Resources and benefits designed to support fertility care and family planning., • Life and AD&D Insurance – Financial protection for you and your loved ones., • Counseling and Wellness Support – Free resources to support emotional, physical, and financial well-being., • Education Assistance – Tuition reimbursement and certification support to help you grow in your career., • Continuing Education – Access to a CEU library for ongoing professional development., • Charitable Giving and Volunteer Program – Matched donations and paid volunteer time off to support causes you care about. EEO STATEMENT IVX Health is proud to be an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. IVX Health wants to have the best available people in every job, and we make employment decisions on the basis of business needs, job requirements, individual qualifications, and merit. Equal employment opportunities are provided to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status, or any other legally protected category in accordance with applicable federal, state, or local laws. IVX Health prohibits discrimination, harassment, or retaliation of any kind based on any of these characteristics. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship and all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment. Privacy Policy

Job Description Major Gifts Officer Who You Are The Episcopal Academy seeks a relationship-centered, strategic, and collaborative Major Gifts Officer to help shape and sustain an evergreen culture of philanthropy. As a trusted advisor to donors and a thought partner to institutional leaders, you will design and execute individualized strategies that align donor passions with The Episcopal Academy's most ambitious priorities. Reporting to the Associate Director of Advancement, Major Gifts, you will manage your work with significant autonomy while collaborating closely across the Advancement team. This role is ideal for a fundraiser who is motivated by building something enduring rather than simply closing transactions - bringing rigor, creativity, and sound judgment to your work. You are fluent in storytelling and deeply committed to delivering a thoughtful, personalized, mission-centered donor experience. What You Will Do • Manage a portfolio of 75 - 120 high-capacity prospects and donors., • Secure six- and seven-figure gifts supporting annual, capital, and endowment priorities., • Design and execute multi-year engagement strategies across the full donor lifecycle., • Develop compelling proposals, concept papers, and gift agreements., • Partner with Advancement leadership on portfolio strategy and pipeline development., • Collaborate with Advancement Services, Annual Giving, Alumni Engagement, and Stewardship to ensure a seamless donor experience., • Use data and qualitative insights to inform strategy and forecast progress. You are a bold, relational fundraising professional who thrives at the intersection of strategy and execution. You bring a strong record of securing major gifts and know how to build authentic, long-term relationships rooted in trust and transparency. You excel at donor engagement, communicate with clarity and purpose, and thrive in a mission-driven environment that values collaboration, innovation, and thoughtful urgency. You will excel in this role if you have: • Proven success securing six- and seven-figure major gifts., • Strong relationship-building, communication, and storytelling skills that inspire generosity., • Strategic, disciplined approach to prospect and moves management., • Ability to work independently with sound judgment while collaborating across teams. About the Office of Institutional Advancement The thirteen-person Advancement team at The Episcopal Academy is a collaborative, mission-driven group that fosters a culture of philanthropy grounded in gratitude, stewardship, and authentic relationships. Our efforts directly support students, faculty, and programs that shape the Episcopal experience-from financial aid and faculty development to athletics and the arts. Recent milestones that highlight both the generosity of our community and the strength of our Advancement program include: • Completion of a $123 million comprehensive campaign, including $75 million for endowment., • $2.77 million raised for the Episcopal Fund in FY25 from over 1,800 donors., • More than $6 million raised through EITC/OSTC in FY25 to support financial aid. Located 16 miles outside of Philadelphia, The Episcopal Academy offers competitive salary and benefits; employer retirement plan match; generous paid time off; excellent work/life balance; access to ongoing professional development; complimentary lunch during the school year; and use of campus facilities, including library and fitness center. While each employee at Episcopal brings a unique set of competencies and skills to their work, we believe all employees should: • Be student-centered, embrace school life, and show it through actions and interactions with students, colleagues, and parents., • Embody and live The Stripes., • Consistently maintain high work standards and motivate others to achieve the same standard of excellence., • Demonstrate a desire and willingness to constantly grow and learn, both personally and professionally, and see others, especially students, as having the ability to learn and reach success., • Demonstrate a belief in and commitment to fostering an inclusive and diverse school community. Application deadline: Until Filled The Episcopal Academy does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability and familial affiliation or any other characteristic protected by law. We seek candidates who hope to help foster a school environment where all people are valued and where all perspectives are respected and appreciated.

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

Job Description American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center as a Full-Time Member Advisor II. This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. Starting compensation from $20.50 - $22.50 per hour based on experience and education with potential for incentives! There is also a $2.00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays! Responsibilities Include: • Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail., • Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member., • Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction., • Provide education to new Member Advisors I to answer incoming calls, to use all necessary programs to assist the membership, advanced knowledge of Credit Union Products and Services., • Act as a resource for the Member Advisors for questions and program support., • Provides supervision in the absence of the Member Advisor Supervisor and/or Manager. Inform Supervisor/Manager of the coaching and assistance that was provided to the MA I upon their return., • Provide feedback to Member Advisor Supervisor for coaching purposes., • Must have 1-3 years of prior Contact Center experience or relevant phone/sales experience., • Must be flexible and available to work Contact Center hours of operation:, • Monday- Friday - 7:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m., • Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.

Job Description HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states. We are seeking a Principal Pricing Manager to own and lead pricing strategy across HHAeXchange’s SaaS solutions. This high-impact, senior individual contributor role sits at the intersection of Product, Finance, Sales, and Analytics. You will serve as the company’s pricing authority, designing and operationalizing usage-based pricing models, building governance frameworks, advising on complex enterprise deals, and translating data-driven insights into strategies that accelerate revenue growth, improve win rates, and maximize customer lifetime value. This role requires both strategic vision and tactical execution. You must be equally comfortable presenting pricing strategy to the C-suite and creating insightful analysis to inform strategy recommendations and/or dashboards to generate real-time visibility. Candidates residing in EST or CST time zone strongly preferred. Washington DC or NYC-based candidates are ideal To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Essential Job Duties * Pricing Strategy & Monetization • Own end-to-end pricing strategy across HHAeXchange’s health tech SaaS portfolio, including new product launches, renewals, and expansions., • Design, implement, and optimize usage-based pricing models aligned to customer value and revenue realization particularly focused on AI enabled products, • Develop scalable pricing frameworks balancing packaging considerations from Product or Marketing, tiering, bundling, and add-on monetization., • Conduct competitive pricing analysis and market benchmarking to inform strategic positioning., • Translate product roadmap developments into monetization strategies that drive adoption and expansion revenue. Analytics & Financial Modeling • Build and maintain pricing analytics capabilities to evaluate deal performance, price realization, discount effectiveness, elasticity, and revenue leakage., • Develop dashboards and reporting within Salesforce and complementary BI tools to enable data-informed pricing decisions., • Analyze customer usage patterns, segmentation, and willingness-to-pay data to refine pricing architecture., • Partner with Finance and FP&A to model pricing scenarios and assess impact on bookings, ARR, margins, and unit economics. Discount Governance & Deal Advisory • Establish and enforce discounting guardrails, approval workflows, and escalation matrices that protect margins while enabling sales velocity., • Lead pricing governance processes, including exception handling and pricing policy documentation., • Serve as the senior pricing advisor on complex, high-value, and strategic enterprise deals and/or Payer business (States/MCOs) as part of RFPs, • Analyze discount trends across regions, segments, and sales teams to identify optimization opportunities. Systems & Operational Excellence • Support Business Operations team in answering pricing-related Salesforce configuration, CPQ logic questions and design choices, • Optimize deal desk workflows and pricing approval processes., • Ensure pricing structures are scalable, transparent, and audit-ready. Cross-Functional Leadership • Act as the central pricing authority across Sales, Product, Marketing, Customer Success, and Finance., • Support and recommend creation of value-based selling tools, ROI frameworks, and pricing collateral to support go-to-market effectiveness., • Champion a culture of commercial discipline and pricing excellence across the organization. Other Job Duties • Other duties as assigned by supervisor or HHA exchange leader.Travel Requirements, • Travel up to 10%, including overnight travelRequired Education, Experience, Certifications and Skills, • Bachelor’s degree in Business, Finance, Economics, Analytics, or related field required; MBA or advanced degree preferred., • 7+ years of experience in pricing strategy, revenue operations, or commercial strategy within HealthCare / SaaS environments., • Demonstrated ownership of pricing strategy, preferably within a $50M+ ARR SaaS organization., • Proven, hands-on experience designing and managing usage-based pricing models., • Experience in a high-growth, PE-backed SaaS environment preferred., • Experience in healthcare technology, particularly HCBS, Medicaid programs, payer-provider ecosystems, or revenue cycle management or homecare workforce management solutions strong plus, • Extensive Salesforce expertise, including pricing logic, reporting, and deal desk workflows., • Experience and.or high curiosity to leverage and deploy AI-driven products and internal driven efficiences, • Strong analytical and advanced financial modeling skills with the ability to translate complex data into executive-ready insights., • Knowledge of electronic visit verification (EVV), claims processing, or homecare workforce management solutions strong plus, • Experience building and operationalizing discount governance frameworks and pricing policies., • Track record of driving measurable commercial outcomes, including ARR growth, margin expansion, improved win rates, and increased deal velocity., • Familiarity with pricing research methodologies such as conjoint analysis, Van Westendorp, or Gabor-Granger., • Exceptional cross-functional collaboration and executive communication skills.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities. Essential Job Functions for this role include: The Financial Planner's responsibilities include, but are not limited to: • Preparing financial plans for prospective and existing clients, including:, • Cash flow and spending plans, • Investment analysis, • Retirement projections, • Social Security analysis, • Education funding analysis, • Stock options analysis, • Estate planning analysis, • Tax planning, • Asset protection and risk management needs analysis, • Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation., • Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans., • Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness., • Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations., • Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning., • Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. Knowledge, Skills, and Abilities: • Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance., • Completion of CFP® coursework., • A minimum of one year of financial industry–related experience preferred., • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred., • Strong verbal, written, analytical, and organizational skills., • Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment., • Customer service–oriented mindset; coachable and eager to learn., • High level of discretion and ability to maintain confidentiality., • Flexibility and adaptability in a fast-paced environment., • Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $68,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Wescott Financial Advisory Group, a leading Philadelphia-based RIA, is seeking a highly organized, proactive, and professional Executive Coordinator to support our senior leadership team. This pivotal role ensures the smooth operation of day-to-day activities, facilitates effective collaboration across the firm, and serves as a trusted administrative partner to our executives. The Executive Coordinator is a valued representative of the firm who interfaces with clients, vendors, and colleagues. For those who thrive in fast-paced professional settings, embrace complex priorities, and take pride in delivering support with discretion and professionalism, this position offers a rewarding, high-impact opportunity. What You’ll Do Executive & Leadership Support • Manage complex calendars, scheduling internal and external meetings while anticipating leadership priorities, • Prepare, edit, and organize correspondence, presentations, and meeting materials, • Coordinate travel arrangements, itineraries, and logistics for executives, • Support leadership committees, firm initiatives, retreats, and events, including post-event follow-up, • Serve as a collaborative liaison across departments to ensure seamless communication and workflow, • Handle sensitive and confidential information with the utmost professionalism Office Coordination & Administrative Support • Maintain a professional, organized, and welcoming environment for employees, clients, and visitors, • Coordinate conference rooms, shared workspace resources, and office logistics, • Assist with vendor coordination, office supplies, and mail management, • Provide backup administrative support during peak periods or staff absences Operations & Project Support • Facilitate client gifting, engagement letter preparation, and document management, • Support HR and culture initiatives, including employee recognition communications, • Maintain and update firm templates, standardized documents, and internal reference materials, • Assist with internal systems, Salesforce task tracking, and workflow coordination, • Partner with Advisor Support Specialists and Client Service staff to support cross-functional administrative needs, • Contribute to the continuous improvement of administrative and operational processes Technology & Tools • Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), • Salesforce (CRM), iManage (Document Management), Zoom, Adobe Acrobat, • Calendly, DocuSign, ExpenseWire, 15Five, Paychex Flex What Success Looks Like • Executives can focus on strategic priorities with confidence that administrative and operational details are seamlessly handled, • Firm events, meetings, and initiatives run smoothly and efficiently, • Office operations and workflows are consistently organized, accurate, and professional, • Stakeholders across the firm experience proactive, service-oriented collaboration Core Competencies • Organizational & Planning Skills, • Communication Proficiency, • Technical Capacity, • Initiative & Judgment, • Collaboration & Teamwork, • Client Service Orientation, • Adaptability & Flexibility, • Confidentiality & Professionalism Why Wescott At Wescott, our people are our greatest asset. As an Executive Coordinator, you will play a key role in keeping our firm running smoothly while supporting leaders who shape client outcomes and the firm’s culture. You’ll work in a collaborative, inclusive environment where initiative, judgment, and professionalism are recognized and valued. Requirements What Success Looks Like • Executives can focus on strategic priorities with confidence that administrative and operational details are seamlessly handled, • Firm events, meetings, and initiatives run smoothly and efficiently, • Office operations and workflows are consistently organized, accurate, and professional, • Stakeholders across the firm experience proactive, service-oriented collaboration Benefits Wescott is dedicated to creating an inclusive workplace that fosters and values diversity. More importantly, it aims to build an environment where everyone, regardless of background, can perform their best work. All qualified applicants will be considered for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer. Our competitive salary is commensurate with experience. Performance-based bonus and a wide range of employee benefits and support programs that include: • Professional License and Professional Development (CE), • 401(k)/Employee’s Pension Plan, • Domestic Partner Benefits, • Family/Dependent Care Leave, • Basic Life/AD&D Insurance / Voluntary Life Insurance, • Short-term and Long-term Disability Insurance, • Sick Leave, • Vacation (20 days per year), • Holidays (11) and Floating Holidays, • Volunteer Paid Time Off, • Medical / Dental / Vision Insurance, • Spring Health EAP, • Employee Resource Groups, • Flexible Spending & Health Care Spending, • Commuter Benefit, • Global Fit / Walk My Mind / Back-Up Care Advantage, • Pet Insurance, • Business Casual Dress Code, • Caring team of co-workers When applying, include a cover letter when uploading your resume. Preference will be given to candidates residing in the Philadelphia Region. We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid in the event the candidate is hired by Wescott of affiliates

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

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

Job DescriptionDescription: WE'RE HIRING AUTOMOTIVE SERVICE ADVISORS! We have an immediate opening for an energetic, enthusiastic and highly motivated automotive service advisor professional to join our growing and dynamic team! Are you a career minded individual in search of a workplace to call home? At Ciocca Subaru of Philadelphia, you’ll have the opportunity to have a positive impact on our customers and our community while achieving your financial and career goals! Qualifications: • Consistent record of service and sales success, • Strong record of positive customer satisfaction results, • Oversee service orders and flow of drive lane. Ensure that customers receive prompt, courteous, and effective service., • Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled., • Ensure the daily inventory of technicians' time is consistently sold to service customers., • Distribute work between technicians efficiently., • Answer technical questions about vehicle problems, warranties, services, and repairs., • Commission based pay: $70,000- $115,000 potential annually, • Full Time to include some Saturdays, • PTO and holidays, • Air-conditioned shops and facilities that are always being upgraded, • 401(K) retirement plan with company matching, • The top insurance program in the industry including medical, dental, prescription and vision, • Advancement within the Ciocca Automotive Family We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Requirements:

Job DescriptionDescription: We have an immediate opening for an energetic, enthusiastic and highly motivated automotive express service advisor to join our growing and dynamic team! Are you a career minded individual in search of a workplace to call home? At Ciocca Subaru of Philadelphia, you’ll have the opportunity to have a positive impact on our customers and our community while achieving your financial and career goals! Qualifications: • Consistent record of service and sales success, • Strong record of positive customer satisfaction results, • Schedules express service appointments., • Refers to service history, inspects vehicles, and recommends additional needed service., • Provides a complete and accurate written cost estimate for labor and parts., • Checks on progress of repair throughout the day. Contacts customers regarding any changes in the estimate or promised time., • Full Time to include some Saturdays, • PTO and holidays, • Air-conditioned shops and facilities that are always being upgraded, • 401(K) retirement plan with company matching, • The top insurance program in the industry including medical, dental, prescription and vision, • Advancement within the Ciocca Automotive Family We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Requirements:

Job DescriptionCompany Description CapTech is an award-winning consulting firm that collaborates with clients to achieve what’s possible through the power of technology. At CapTech, we’re passionate about the work we do and the results we achieve for our clients. From the outset, our founders shared a collective passion to create a consultancy centered on strong relationships that would stand the test of time. Today we work alongside clients that include Fortune 100 companies, mid-sized enterprises, and government agencies, a list that spans across the country. Job Description The Opportunity: CapTech is seeking an experienced SaaS platform engineer to play a senior, hands-on role in the engineering, administration, and evolution of our enterprise application ecosystem. This is not a traditional “support-only” role. You will serve as a technical owner and subject matter expert for critical SaaS and cloud platforms, driving automation, security, scalability, and user experience improvements across the organization. You’ll partner closely with IT Operations, InfoSec, and Business teams to design solutions that scale and you’ll have the autonomy to influence tooling, architecture, and operational standards. If you enjoy deep technical problem-solving, building elegant automation, and improving how modern enterprises actually work, this role offers meaningful scope and visibility. What You’ll Do: • Act as a senior technical owner for a portfolio of SaaS and select on‑premises platforms supporting CapTech employees, • Evaluate, pilot, and implement AI-enabled tools that improve productivity, support, and operational insight, • Design, implement, and continuously improve application configurations, integrations, and access models, • Lead automation initiatives (AI Agents, PowerShell, APIs, workflows) to streamline provisioning, access management, audits, and operational processes, • Serve as a subject matter expert for the Microsoft ecosystem (M365, Entra ID, Power Platform, Intune, Copilot), • Design and manage SSO integrations using SAML and OIDC, ensuring secure and consistent access patterns, • Partner with Security and IT Leadership to enforce least‑privilege access, governance controls, and audit readiness, • Influence change management practices aligned with ITIL, balancing agility and stability, • Analyze trends, risks, and usage patterns across platforms to inform roadmap decisions, • Mentor junior engineers through technical guidance, documentation, and best practices Qualifications Experience & Expertise: • 5+ years supporting and administering complex cloud-based SaaS environments in professional or enterprise settings, • Demonstrated ability to operate as a trusted technical advisor and escalation point, • Advanced experience administering: Microsoft 365 (including Entra ID, Power Platform, Intune, and Copilot), Azure, AWS, and Google Cloud Platform, GitHub (source control, automation workflows, CI/CD enablement), Atlassian tools (Jira, Confluence), Snowflake (platform administration), Databricks (platform administration), • Strong PowerShell scripting skills, • Comfort working in macOS and Windows CLI environments, • Deep understanding of identity, authentication, and authorization models, • Customer-focused, but systems-minded—you fix root causes, not just symptoms, • Comfortable operating with autonomy and accountability, • Curious about AI, automation, and emerging tools—and pragmatic about applying them responsibly, • Strong communicator who can engage effectively with both technical and non-technical stakeholders Additional Information We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions. You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way. Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs. • Learning & Development – Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths, • Modern Health –A mental health and well-being platform that provides 1:1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs, • Carrot Fertility –Inclusive fertility and family-forming coverage for all paths to parenthood – including adoption, surrogacy, fertility treatments, pregnancy, and more – and opportunities for employer-sponsored funds to help pay for care, • Fringe –A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them – ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more, • Employee Resource Groups – Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations, • Philanthropic Partnerships – Opportunities to engage in partnerships and pro-bono projects that support our communities. At this time, CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship.

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

Job DescriptionJob Summary/Company: Sparks Group has partnered with a growing mortgage company to hire multiple Loan Officers in multiple locations. As the Loan Officer you will be responsible for establishing referral source relationships and selling mortgage loans. The ideal candidate will have the appropriate state license/certifications, experience as a Loan Officer who is a sales-oriented self-starter. If you’re seeking a new opportunity to grow your business and work with a forward-thinking organization, apply now! Responsibilities: • Drive business growth by actively building and nurturing relationships with key referral partners like realtors, financial advisors, and CPAs., • Expertly manage the full loan application process, including borrower intake, financial analysis, and pre-qualification to determine affordability., • Serve as a trusted advisor by counseling prospective borrowers on the home-buying and financing process, detailing various loan products, and explaining payment structures and closing costs., • Proactively collect all necessary financial documents and provide required disclosures to ensure a complete and compliant application., • Must have appropriate state license or certificate (varies by state)., • Thorough knowledge of pricing and underwriting requirements of various mortgage insurance companies., • Working knowledge of credit underwriting and property eligibility requirements for FNMA, FHLMC, FHA, VA, local bonding programs and private investors., • Familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.), • Must be a sales-oriented self-starter.Seeking candidates to work within the following states: Alaska, Arizona, Connecticut, Delaware, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Wisconsin This job is Hybrid Remote. We offer several comprehensive benefits package including health and life insurance, paid and unpaid time off, and retirement and savings plans to qualifying employees. Download the Sparks Group mobile app from Apple App Store or Google Play. Sparks Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy, citizenship, family status, genetic information, disability, or protect veteran status.

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • Monday to FridayWork Location

Job DescriptionCompany Description CapTech is a technology consulting firm dedicated to helping clients achieve their business objectives through innovative technology solutions. With a commitment to excellence and collaboration, CapTech partners with leading companies to deliver digital transformation, software development, and technology consulting services. Job Description Consulting at CapTech • Partner with clients on cross‑functional, team‑based projects to deliver scalable Salesforce solutions across the full Software Development Lifecycle (SDLC) using Agile methodologies, • Serve as a trusted technical advisor, managing architectural scope while aligning technical solutions with business goals, • Lead the technical architecture and delivery of Salesforce implementations, including custom development, integrations, and data migration, • Design enterprise‑grade Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, and industry‑relevant managed packages, • Design and review integrations between Salesforce and external systems such as ERP platforms, financial systems, marketing tools, identity providers, and document management solutions, • Create and execute an individualized professional development plan focused on Salesforce architecture mastery and emerging platform capabilities, • Demonstrate technical thought leadership by contributing to architectural standards, best practices, and reusable accelerators, • Mentor architects and developers through architecture reviews, communities of practice, and ongoing knowledge sharing, • Participate in technical pre‑sales activities, including solution design, estimations, and delivery scoping for prospective clients, • Gain exposure to a variety of clients, business models, and industry verticalsQualifications Required Qualifications • Proven ability to design and optimize complex business processes and integrate systems across distributed enterprise environments, • Strong client‑facing written and verbal communication skills, • Minimum 3+ years of Salesforce platform experience, • Minimum 5+ years of overall technical development experience, • Strong architectural and hands‑on experience with Salesforce, including Apex, Flows, Lightning Web Components, OmniStudio, and Experience Cloud, • Experience with Salesforce CPQ, • Solid understanding of Salesforce platform capabilities, integration patterns, and SDLC best practices, • Salesforce certifications such as Platform Developer, Administrator, Application Architect, or System Architect, • OmniStudio certifications or demonstrated advanced experience, • MuleSoft experience and/or certifications, • Experience with CI/CD pipelines, source control strategies, and modern DevOps tooling within Salesforce ecosystems Additional Information We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions. You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way. Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs. • Learning & Development – Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths, • Modern Health –A mental health and well-being platform that provides 1:1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs, • Carrot Fertility –Inclusive fertility and family-forming coverage for all paths to parenthood – including adoption, surrogacy, fertility treatments, pregnancy, and more – and opportunities for employer-sponsored funds to help pay for care, • Fringe –A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them – ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more, • Employee Resource Groups – Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations, • Philanthropic Partnerships – Opportunities to engage in partnerships and pro-bono projects that support our communities. CapTech is an equal opportunity employer committed to fostering a culture of equality, inclusion and fairness — each foundational to our core values. We strive to create a diverse environment where each employee is encouraged to bring their unique ideas, backgrounds and experiences to the workplace. As part of this commitment, CapTech will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment. At this time, CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship. #LI-RK1

Job DescriptionManager, Transfer Pricing The Manager, Transfer Pricing, will serve as a key member and trusted advisor within our Transfer Pricing practice, taking primary ownership of client relationships, engagement management, and the delivery of high-quality transfer pricing services to multinational corporations. This position combines technical knowledge with business insight to manage complex projects, guide strategic advisory initiatives, and support the growth of GTM’s Transfer Pricing practice through business development. This position will also lead, mentor, and develop analysts and senior analysts, nurturing a high-performing team and ensuring best practices are consistently applied across all outputs. Responsibilities • Serve as the primary point of contact and relationship manager for a portfolio of multinational clients, cultivating trust, ensuring satisfaction, and identifying opportunities to expand the scope of GTM’s services., • Oversee every facet of transfer pricing engagement delivery, encompassing project scoping, resource allocation, timeline coordination, budgeting, and quality assurance. Consistently ensure that deliverables align with or surpass client expectations., • Advise clients on intercompany transactions, IP planning, supply chain restructuring, and cross-border business design to optimize tax efficiency and risk management., • Lead the planning and execution of transfer pricing strategies aligned with clients’ broader business objectives, international expansion plans, and mergers and acquisitions activity., • Conduct comprehensive economic and functional analyses, such as benchmarking studies, profit split assessments, and valuations of intangible assets. Additionally, perform functional interviews to ensure conclusions are technically robust and defensible., • Oversee the operational implementation of transfer pricing policies, including coordination with finance teams, execution of intercompany pricing, and management of periodic true-up adjustments., • Identify and evaluate existing client transfer pricing models for risk, inefficiency, and strategic improvement opportunities, presenting actionable recommendations at the senior stakeholder level., • Lead, coach, and develop a team of transfer pricing analysts and senior analysts, setting clear performance expectations, providing timely feedback, and supporting career growth and professional development., • Develop transfer pricing models to evaluate the tax and cash flow impact of alternative transfer pricing structures, supporting decision-making for complex business restructuring processes., • Develop and implement comprehensive transfer pricing policies and documentation frameworks in compliance with Organization for Economic Co-operation and Development (“OECD”) guidelines, base erosion and profit shifting (“BEPS”) initiatives, and local country requirements across multiple jurisdictions., • Oversee the preparation, review, and sign-off on transfer pricing documentation, including master files, local files, ensuring technical accuracy and regulatory compliance., • Lead and coordinate responses to transfer pricing audits and competent authority proceedings, developing robust defense strategies and managing communications with tax authorities., • Support business development by preparing proposals, shaping go-to-market strategies, attending industry events, and building new client relationships with firm leadership., • Monitor and interpret legislative and regulatory developments, including country-specific rule changes, proactively advising clients on the implications for their transfer pricing positions., • Collaborate with internal practice leaders to develop and refine GTM’s transfer pricing methodologies, tools, and thought leadership content, driving innovation and operational excellence within the practice., • Design and deliver internal training programs and knowledge-sharing sessions, building technical depth across the team and cultivating the next generation of transfer pricing professionals., • Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field is required, • Master’s degree (MBA, MST, or LLM in Taxation) is strongly preferred but not required, • CPA, CFA, or equivalent professional certification is highly desirable, • A minimum of 4 years’ experience in a transfer pricing consulting environment, • A minimum of 1 year of experience as an acting manager and/or mentor/trainer, • Broad and deep knowledge of OECD Transfer Pricing Guidelines, BEPS developments, and U.S. Section 482 rules required, • Advanced proficiency in financial modeling, economic analysis, and data interpretation., • Experience with transfer pricing software (e.g., S&P Capital IQ, Moody’s Analytics TP Catalyst) and data analytics platforms is strongly preferred., • Proficient in advanced Excel functions, • Excellent verbal and written communication skills, • Self-starter with exemplary time management and organizational skills, • High attention to detail and level of accuracy The Chief Executive Officer has the discretion to hire personnel with a combination of experience and education that may vary from the above listed qualifications. About Global Tax Management Global Tax Management (GTM) is a corporate tax services firm dedicated to helping mid-size and large multinational corporations address complex tax operations. GTM takes operational tax burdens off tax and finance leaders, providing high-level tax expertise at value driven rates without any independence issues. For over 25 years, GTM has provided the expertise to build, operate, and manage tax functions for its clients. Core services include tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, tax training, R&D tax credits and incentives, and tax consulting and planning. GTM is a 100% employee-owned company (ESOP) and is distinguished as a best workplace, healthiest employer, and top accounting firm. The firm is a U.S. alliance partner of WTS Global. For more information, visit . Powered by JazzHR MisdMnwi6c

Job Description Mortgage Loan Officer Overview: Mortgage Loan Officer will originate mortgage loans in full compliance with the Company Loan Policy as well as maintain compliance with all applicable federal, state, and local regulations, laws, and agency and/or Investor requirements for 1-4 Family residential mortgage lending. Primary Responsibilities/Duties • Establishes and maintains relationships with realtors, company officers, builders and new home sales representatives in order to develop and retain existing business;, • Meets with applicants/borrowers and acts as a mortgage loan advisor in order to determine the best loan product to accomplish the desired outcome for the particular situation in accordance with Bank Loan Policy., • Obtains necessary applicant/borrower information to accurately complete a loan application and maintains strict confidentiality with the information received., • Collects and retains required documentation and information necessary for processing and approval of the mortgage loan request., • Maintains appropriate communication with applicant/borrower throughout the loan application process to assure loan timely approval and closing., • Attends necessary training required to maintain and assure a high level of knowledge in the mortgage loan industry, to maintain any necessary certifications and complete required compliance training., • Performs all duties with the utmost integrity, honesty, confidentiality and superior level of respect for the applicant/borrower., • Minimum 2-years' experience as a successful mortgage loan originator., • Must have excellent customer service skills and be able to work in a team environment., • Must be proficient with computers, with basic to Intermediate computer skills in Microsoft Office, including Word, Excel, and Outlook required., • Must have excellent written and oral communication skills., • Must be adaptable to the changes in the mortgage market., • Must be a self-starter., • Must have an active NMLS license., • High school graduate; College bachelor's degree preferred. Why Join Us? We're not just looking for a Loan Officer; we're looking for someone eager to advance in a dynamic financial environment with a company that values innovation, integrity, and your professional development. Here, your efforts translate into real rewards, and your personal success aligns with company growth. What You'll Gain Career Growth: We're dedicated to promoting from within and helping you take your career to new heights. Skill Development: Access to continuous training, mentorship, and industry-leading tools. A Supportive Environment: Work with an experienced team that celebrates success and supports your goals. Join us to turn aspirations into accomplishments, starting with your own! Please Note: This is an in-office position based Blue Bell. Remote work is not available.

Job DescriptionDescriptionAt Utilities One, we are driven by innovation, operational excellence, and a commitment to building the future of critical infrastructure. As a trusted turnkey solutions provider across telecom, power, water, renewable energy, and data center sectors, we deliver high-quality services that connect and empower communities. In addition to our core operations, we offer specialized consulting services that help our clients design, optimize, and execute complex infrastructure projects with confidence and precision. We believe our greatest strength is our people — a team of dedicated professionals who bring expertise, collaboration, and integrity to everything they do. Join us and become part of a growing organization where your contributions make a meaningful impact. Key Responsibilities • Possess and perform with an executive level knowledge and understanding of the financial, accounting, and operational functions of the organization, and support the CEO and executive management team in achieving the organization’s vision, goals, and objectives;, • Provide leadership and guidance to the finance team, ensuring the accurate and timely completion of financial reports and analysis;, • Lead the accounting department in developing the processes/procedures necessary to ensure regulatory compliance, proper records maintenance, and adequate accounting controls in support of Company operations;, • Prepare for and participate in monthly project reviews with CEO, executive staff, and project managers to evaluate job performance, assess risks and develop action plans;, • Manage the company's budgeting and forecasting processes, identifying areas for improvement and implementing best practices;, • Function as an advisor to the CEO on financial aspects of various contracts;, • Oversee the company's financial risk management activities, including the development of policies and procedures to mitigate risks;, • Support operations in managing cash flow on projects, including developing and implementing a credit and collections policy and change order management;, • Proven experience in telecom, utilities, infrastructure, or construction contracting, • Strong background in project-based / field-driven environments, • Hands-on approach — comfortable working in a build-and-scale setting, not just at a strategic level, • Experience with job costing, margin analysis, and operational finance, • Ability to operate in a fast-paced, evolving organization, • Leadership experience with finance teams, • CPA or relevant financial background preferred, • Strong experience in telecom, utilities, infrastructure, or construction contracting environments, • Deep understanding of project-based finance, job costing, and operational margins, • Proven ability to operate in a hands-on, execution-focused role, not just strategic oversight, • Solid knowledge of cash flow management, working capital, and financial controls, • Experience supporting field operations and project-driven business models, • Ability to work in a fast-paced, growth-oriented environment, • Strong leadership and team management skills, • CPA or equivalent financial qualification preferred Benefits • Health Insurance plans; (health, dental, vision);, • Whole Life Insurance;, • 401k Plan;, • PTO/Paid Holidays;, • Great Work Environment;, • Career Advancement Opportunities.