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Job Description Senior Director, Total Rewards Goodwill Central Texas is searching for a strategic, future-focused Senior Director, Total Rewards to shape and lead all enterprise-wide compensation, benefits, health, wellness, and recognition programs. This role plays a critical part in ensuring Goodwill attracts, engages, and retains top talent by designing competitive, equitable, and sustainable total rewards strategies that support our mission and long-term organizational goals. As the enterprise leader for Total Rewards, you’ll guide compensation architecture, benefits strategy, wellness initiatives, and rewards programs, while partnering closely with executive leadership to ensure alignment with financial priorities, workforce needs, and market conditions. You’ll also oversee data analytics, compliance, job evaluation, vendor partnerships, and continuous improvement across all total rewards functions. This role requires travel across Goodwill worksites to support leadership, team engagement, and program administration. A valid driver’s license and acceptable driving record are required. Compensation & Incentives The Senior Director, Total Rewards is eligible to participate in Goodwill’s Management Incentive Plan (MIP) with a target bonus of 15% of eligible base salary. What You’ll Lead Strategic Leadership & Total Rewards Design • Build and execute an enterprise-wide Total Rewards strategy covering compensation, benefits, wellness, recognition, and rewards., • Partner with executive leaders to align programs with organizational goals, financial sustainability, and workforce needs., • Develop and promote a forward-thinking total rewards philosophy that enhances employee engagement and retention., • Lead the design, administration, and evaluation of competitive, equitable compensation programs., • Oversee job evaluations, FLSA classification reviews, market pricing, job leveling, and internal equity assessments., • Design salary structures, pay ranges, and compensation frameworks that reinforce fairness and competitive positioning., • Conduct market analyses and benchmarking to maintain alignment with industry standards., • Guide leaders on compensation decisions related to offers, promotions, adjustments, and workforce planning., • Oversee all benefits programs, including health, wellness, dental, vision, disability, life insurance, retirement, leaves, and ancillary benefits., • Lead cost-effective benefits strategy development aligned with workforce needs and market competitiveness., • Manage brokers, carriers, and vendors to ensure performance and cost optimization., • Direct open enrollment, annual renewals, RFPs, communications, and plan design improvements., • Ensure compliance with ACA, ERISA, HIPAA, COBRA, FMLA, 403(b), and related regulations., • Lead the development of holistic wellness initiatives addressing physical, mental, emotional, and financial well-being., • Partner across the organization to ensure wellness aligns with culture and DEI priorities., • Build and maintain a data-driven total rewards infrastructure, including dashboards, KPIs, and predictive analytics., • Provide executive leadership with insights on cost trends, utilization, modeling, and program performance., • Conduct internal audits to ensure accuracy, compliance, and financial integrity., • Lead and develop benefits, compensation, and wellness team members., • Strengthen team capability through training, coaching, and professional development., • Ensure accurate processing of enrollments, payroll deductions, benefits changes, and invoicing., • Oversee plan documents, SPDs, summaries, and employee communication., • Lead open enrollment execution, new-hire onboarding support, and benefits education events., • Stay current on legislative and regulatory trends impacting compensation and benefits., • Support change management efforts related to total rewards enhancement or redesign., • Perform other duties as assigned. Supervisory Responsibility This role provides strategic leadership and direct supervision of the Total Rewards team, including compensation specialists, benefits administrators, wellness professionals, and related support roles. Required Skills & Qualifications • Bachelor’s degree in HR, Business Administration, Finance, or a related field (Master’s preferred)., • 7–10+ years of progressive experience in total rewards, compensation, or benefits leadership., • Expertise in job evaluation, compensation design, market analysis, and FLSA classification., • Deep knowledge of benefits administration, plan design, and vendor management., • Strong understanding of ACA, ERISA, HIPAA, COBRA, FLSA, IRS, DOL, and related regulations., • Proven success developing and executing compensation and benefits strategies., • Advanced analytical skills with experience using total rewards data for decision-making., • Exceptional communication, leadership, and interpersonal skills., • High integrity and discretion when handling confidential information., • Proficiency with HRIS, benefits platforms, and analytics tools., • Ability to travel across GWCTX worksites as part of ongoing leadership and program support., • Valid driver’s license and acceptable driving record are required. Physical Requirements • Prolonged periods of sitting at a computer., • Ability to lift up to 15 pounds., • Requires regular walking, balancing, stooping, kneeling, crouching, speaking, and listening., • Ability to manage moderate levels of work-related stress., • Vision requirements include close, distance, and depth perception and ability to adjust focus. Equal Employment Opportunity Goodwill Central Texas is an equal opportunity employer. We celebrate diversity and are committed to a workplace where everyone feels included. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, age, disability, veteran status, gender identity, sexual orientation, or any other protected characteristic. Background Check Employment is contingent upon passing a pre-employment background check, including verification of employment history, education, and criminal record.

Job DescriptionCompany Background Ownwell has developed a leading end-to-end property tax solution that is purpose-built for SFR and CRE investors, operators, and property managers. We have brought Data Science and Machine Learning to a space that is ripe for disruption. We combine a best-in-class technology stack with local market expertise to reduce expenses, increase Net Operating Income, and drive operational efficiency for both our institutional clients and individual homeowners. Ownwell's solution ensures you have the necessary tools, resources, and information to confidently manage your property taxes. Ownwell has been recognized both in Austin and Nationally, as a top workplace by the likes of Fortune, BuiltIn, Inc, and Best Places To Work. We are well-funded and venture-backed by some of the best investors in the world such as First Round Capital and Bessemer Venture Partners. Our customer base has grown by more than 300% year-over-year with exceptional feedback demonstrating clear product market fit. We are looking for driven and passionate team members who thrive in a collaborative, positive culture where we all win together. If this sounds like the place for you, come help us change the way everyday homeowners manage their real estate across the country. Our Culture People are our superpower! Centered in everything we do is a true sense of team. We listen and we learn from each other. We are on this rocketship together and embrace a fast-paced, truly collaborative environment. We are here to win as a team and as a company. We've brought together General Appraisers, Certified Public Accountants, Property Tax Consultants, Data scientists, PhDs, best-in-class customer support representatives, and more to deliver top results for our customers. Our core values are our guiding principles in everything we do • Customer Obsession, • Take Ownership, • Do The Right Thing, • Go Far Together, • Serve as the primary relationship manager and advisor for high-value accounts, including family offices, REITs, multifamily operators, and SFR portfolio managers, • Leverage your knowledge of real estate, property tax, and our technology to build trust with asset managers, CFOs, and owner/operators by understanding their business drivers, portfolio metrics, and investment strategies, • Identify expansion opportunities by recognizing when clients need acquisition support, portfolio optimization, or advanced tax planning beyond basic appeals, • Help sophisticated investors understand how our technology platform delivers measurable ROI while gathering feedback to inform product development, • As an early team member, help establish processes, train new hires, and shape how we scale relationships with institutional clientsQualifications, • 3-5 years in proptech, financial services, or real estate (property management, development, acquisitions, or similar), • Comfortable learning and discussing real estate (i.e., valuation methodologies, cap rates, NOI, occupancy trends, rent rolls, and market fundamentals across real estate asset classes), • Natural ability to earn trust and build relationships with high-net-worth individuals and institutional decision-makers, • Experience using data and analytics to identify opportunities and communicate value - whether through investment analysis, portfolio reporting, or client presentations, • Comfortable collaborating cross-functionally with Product, Operations, and Legal teams to deliver a seamless client experience, • Excitement about joining a fast-paced, high-growth technology company where you'll help shape processes and grow with the business, • Interest in learning property tax strategy and appeals process (we'll provide comprehensive training on the technical aspects)Bonus Points, • Experience at investment firms, development companies, asset management platforms, or family offices, • Previous client-facing or account management experience in real estate or professional services, • Exposure to property tax, accounting, or legal processes in real estate transactions, • Familiarity with CRM systems, proptech solutions, or other technology tools in real estate, • Experience working at or with high-growth technology companies This role is perfect for someone with strong real estate or finance fundamentals who wants to apply that expertise in a technology-driven environment while helping build the future of property tax management. Ownwell offerings • Entrepreneurial culture. Own your career; we are here to support you in the journey., • Access to First Round Network to build your community outside of Ownwell., • Flexible PTO. We believe in giving you the flexibility to own your time off. In addition to flexible time off, you will get 11 company holidays. We offer the last week of the year to recharge and reset., • Competitive health benefits. We care for you and your family's health, as reflected in our benefits coverage., • Learning support through a $1,000 stipend per year to enable investing in your individual learning needs., • Supporting parental journey. We offer up to 16 weeks of fully paid parental and bonding leave to support your journey as a new parent.

Job Description Providence Staffing is proud to partner with a leading advisory firm in Austin, TX, that is seeking a talented and driven Transaction Advisory Associate to join their dynamic team. This is a unique, in-office opportunity with no travel expectations, ideal for a finance or accounting professional who wants to grow their career in M&A and deal advisory. As a Transaction Advisory Associate, you'll be a critical member of buy-side and sell-side deal teams, leveraging your expertise in Microsoft Excel to compile and analyze financial data for target companies. You'll engage directly with key executives and stakeholders, providing strategic insights that help shape client investment decisions. Strong analytical, writing, and communication skills are essential for success in this role. Key Responsibilities: • Analyze and interpret financial statements and supporting documents for M&A transactions, • Assist with Quality of Earnings (QoE) reports and identify transaction risks or key value drivers, • Support buy-side and sell-side due diligence efforts by performing in-depth financial analysis, • Collaborate with senior team members and clients to develop insights and recommendations, • Prepare clear, well-organized written reports and presentations, • Participate in client meetings and executive-level discussions, • Minimum of 2 years of public accounting experience (Big 4, national, regional, or large local firm preferred), • CPA or CFA license, or eligibility to sit for the CPA or CFA exam, • Advanced proficiency in Microsoft Excel and financial modeling, • Strong written and verbal communication skills, • Highly motivated, collaborative team player with a proactive mindset, • Demonstrated project management capabilities, • Prior exposure to M&A transactions and/or Quality of Earnings analysis strongly preferred, • Experience with recurring revenue SaaS or software companies is a plus Notably, 26 out of 27 current partners were promoted internally, demonstrating the firm's strong commitment to upward mobility and professional development. Compensation & Benefits: • Paid Time Off: 22 days annually (increases with tenure) + 10 paid holidays, including 2 floating holidays, • Leave Benefits: Paid parental and bereavement leave, • Annual Profit-Sharing Bonus, • 401(k) Retirement Plan: Includes firm profit-sharing contributions, • Health Coverage:, • 100% employer-paid premium for employee-only dental, vision, and base high-deductible health plan, • Health Savings Account (HSA) contributions with qualifying plan, • Flexible Spending Accounts: Medical, limited purpose, and dependent care options, • Additional Benefits:, • Employer-paid life, AD&D, short- and long-term disability insurance, • Employee Assistance Program (EAP), • Continuing professional education and licensing support, • Flexible scheduling options If you're a self-starter who thrives in a collaborative, high-performance environment and you're ready to take the next step in your career, we encourage you to apply today.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com WHO ARE WE LOOKING FOR? We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell's growth in the financial advisor marketplace. A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams. As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You're exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We're a growth stage startup after all. Last, but certainly not least, you're driven by a fresh perspective and entrepreneurial spirit. WHAT YOU WILL BE DOING? You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That's just the base-line. Day to day you will also be expected to: • Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate., • Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory., • Develop repeat regional relationships with new financial advisor prospects., • Maintain a robust retirement plan sales pipeline in your region., • Convert plan opportunities into closed won opportunities through a repeatable, scalable process., • Practice a proven and successful sales methodology (MEDDPICC)., • Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM., • Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc. The Necessities: • 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry, • Ability to carry a plan sale over the entire sales cycle from prospecting to conversion, • Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.), • Strong attention to detail and a passion for creating a top-notch selling environment and process., • A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline., • Self-starter who can operate well in a collaborative team environment., • Good knowledge of Salesforce, comfort level with other Sales technology, • Excellent written and verbal communication skills are a must., • Startup and/or financial services experience The expected OTE for this position is approximately $80K ($65K base + up to $15K variable), and uncapped commission. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description Position Summary At UPLIFT Desk, we’re not just building ergonomic workstations—we’re shaping how people work and live. As the ecommerce industry leader in height-adjustable desks, we’ve grown by delivering innovative, customer-focused solutions that promote health, productivity, and well-being. Our success is rooted in our core values: Customer Obsession, Innovation, Accountability, and Results Oriented. Are you a finance leader ready to make a significant impact in a fast-paced, growth-oriented environment? We are seeking a dynamic and highly skilled Controller to lead our accounting and financial operations. This role is ideal for a seasoned Controller looking for a new challenge or an ambitious finance professional from public accounting ready to step into industry leadership. This position is critical to our strategic success, overseeing the integrity of financial data, ensuring regulatory compliance, and driving process improvements across the organization. You’ll play a key role in managing complex inventory and supply chain accounting, while leading and developing a high-performing finance team. You will also serve as a trusted advisor to business partners, providing financial insight that supports decision-making and drives growth. What You'll Bring • Bachelor’s degree in Accounting, Finance, or related field, • CPA or CMA preferred, • 5–10 years of progressive finance/accounting experience, • At least 2 years in a management or leadership role, • Strong technical understanding of US GAAP, inventory, and supply chain accounting, • Advanced Excel and Google Sheets skills, including data modeling and large dataset analysis, • Experience with ERP systems – NetSuite strongly preferred, • Familiarity with BI tools such as Power BI, Tableau, or Looker, • Strong communication skills with the ability to collaborate across departments Bonus Points For • eCommerce or consumer products industry experience, • MBA or other advanced degree, • Background in public accounting (Big 4 or top regional firm), • Proven success in scaling finance operations in a high-growth environment What You’ll Do • Lead all core accounting functions: general ledger, AP/AR, payroll, bank reconciliations, and monthly close, • Deliver accurate and timely financial reporting in compliance with GAAP, providing insights to executive leadership, • Develop and manage budgets, forecasts, and financial dashboards to support business planning, • Oversee inventory accounting, including valuation, cost of goods sold (COGS), and reconciliation processes, • Implement and maintain internal controls, ensuring financial integrity and safeguarding assets, • Act as a strategic finance partner, working closely with leaders across operations, supply chain, and sales to provide actionable insights, • Lead annual audits and coordinate with external auditors, • Mentor and grow the accounting team, cultivating a culture of excellence, efficiency, and continuous improvement, • Identify opportunities for automation and process enhancement both in Finance and across the organization Benefits * A merit-based environment that rewards growth and accomplishment regardless of seniority * Generous paid time off * 4% 401K company matching with instant vesting (after one year) * Excellent group health insurance available to employees and dependents, including domestic partners (4 medical plans, 2 dental plans, and a vision plan to choose from) * Flexible spending account (FSA) for health care and child care costs * Company-paid & Supplementary Life Insurance; Long-term & Short-term disability * Free UPLIFT Desk (after one year) * 50% discount on all UPLIFT products * Free healthy (and not so healthy) snacks and drinks * On-the-job training and skills development * A supportive and engaging work culture that promotes healthy living Position Details * Compensation: DOE/Salary * Type: Full-time * Employee Status: Regular * Work Schedule: Monday - Friday, 8am-5pm, 40 hours per week * Location: Austin, Texas About UPLIFT Desk As a fast growing, mid-sized Direct To Consumer (DTC) brand company, it’s our mission to deliver sincere, world-class customer service. We provide optimally designed, quality office solutions to customers. We focus on happier & healthier customers and employees! UPLIFT Desk has revolutionized the way people shop for office furniture. It all starts with our award winning UPLIFT Standing Desk, made even better when accessorized with our entire UPLIFT office furniture line. Our product line includes most furniture an office could need. We design office products that optimize customers’ comfort, health, and productivity. Our Product Development team focuses on designing the highest quality ergonomic office furniture. Then our Content team's ecommerce website offers customers the ability to configure products specifically to their needs. Our amazing Order Processing and Warehouse teams make sure we have inventory and ship orders the same day. Customers receive award winning support from our Sales and Customer Service and Warranty teams. We offer the best 15 year warranty in the business! Our Interior Design and Contract Sales teams specialize in large office furniture layouts for commercial buildings that serve most Fortune 500 companies. Award winning UPLIFT Desk is loved globally! * Rated Best Standing Desk by New York Times Wirecutter 8 years in a row * Hundreds of thousands of happy customers around the world sit and stand at an UPLIFT Desk * Google reviews - 4.9 rating with thousands of reviews We value our environment: * We plant 5 new trees in U.S. National Forests for every solid wood desk sold. By partnering with the National Forest Foundation, we're able to plant tens of thousands of new trees each year * Solar powered operations: Our Austin facilities produce over a megawatt of electricity through roof-mounted solar panels on three large warehouses * We use sustainable materials in our products. Some examples are: * Bamboo Desktops, Drawers, & Motion Boards: The world's fastest-growing plant, Moso bamboo is a grass that grows as quickly as an inch an hour * Eco Curve Desktops: Eco Curve desktops use 100% recycled MDF and have the lowest carbon footprint in the industry due to not using edgebanding, backer boards, adhesives, or solvents * Rubberwood Desktops: Pará rubber trees produce 99% of the world's natural rubber latex. The rubber production lifespan of these trees is exhausted after about 25-30 years. Our rubberwood desktops give the trees a second life Equal Opportunity Employer (EEO) UPLIFT Desk believes in building an organization whose staff reflects the true diversity of our community. We hire, promote, and reward employees based on results and professional performance. UPLIFT Desk provides equal employment opportunities to all employees and applicants without regard to religion, sex, age, sexual orientation, gender identity, race, creed, color, national origin, alienage or citizenship status, marital status, partnership status, ancestry, disability, or veteran status. To all recruitment agencies: We do not accept agency resumes. UPLIFT Desk is not responsible for any fees related to unsolicited resumes. #UPDHP

Job DescriptionCloud Systems Architect Employment Type: Full-Time, Mid-levelDepartment: Information Technology We are seeking a Cloud Systems Architect with experience with cloud infrastructure to engineer and support public, private and hybrid clouds. The ideal candidate will be proficient in a variety of cloud hosts including Amazon Web Services and Microsoft Azure at a minimum. 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:- The candidate will be knowledgeable of the most recent updates and developments and act as an advisor to our customer in reference to the cloud management strategies to be employed to take advantage of the benefits offered by cloud computing such as being able to function without any restrictions to the workload, initiate as many workstations as necessary per time period and pay only for what they actually use. - The candidate will also work with the IT Security team to manage and maintain cloud systems security of the data and network resources. - The candidate will also be responsible for engineering on customer premise applications and systems interconnected to cloud resources. - Designs and defines system architecture for new or existing complex computer systems. - Determines systems specifications, input/output processes, and working parameters for hardware/software compatibility and maintenance of system security. - Coordinates design of subsystems and integration of total system. Identifies, analyzes, and resolves program support deficiencies. - Develops and recommends corrective actions. - May provide technical guidance for database administrators and software developers. Qualifications:- Experience with and a complete understanding of the technology required for cloud computing.- Experience with the skills to migrate applications to the cloud.- Be able to build relationships between the customers and the team members.- The ability and the knowledge to integrate services and tools to any and all areas to be used such as networks and data processing.- The ability and the knowledge to implement security information and event management to keep the customer's assets safe.- Experience with meeting or exceeding the requirements of cloud provider service-level agreements Experience with AWS and Azure.- Knowledge of a multitude of programming languages including Python, PHP, Java, Node and Ruby on Rails.- Typically a Bachelor's Degree and 6 years work experience or equivalent experience. 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: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionFinancial Planning Operations & Planning Associate Career-Track Financial Planning Support | Austin, TX | In-Office / Hybrid If you’re genuinely curious about how money, investments, insurance, taxes, business, and estate planning work—and want to become skilled enough to help clients in those areas within a competency of people, technology, numbers, compliance, data, and analysis—keep reading. Join a boutique wealth-management firm and learn elite financial planning from the inside out. We serve successful families, business owners, and professionals through multi-generational strategies that integrate investments, insurance, and advanced estate planning within a fiduciary framework. You’ll work directly with the CFP® founder and internal consultants in a firm committed to innovation, technology integration, and a modern client experience. This is not a sales job or a call-center role. It’s a true apprenticeship—part operations, part financial analysis, part project management—for someone who wants a long-term career in financial planning and thrives on precision. You don’t have to be an extrovert, but you must communicate clearly, know when to stop emailing and pick up the phone, and take ownership from start to finish. Professional follow-through, accuracy, and compliance discipline are non-negotiable here. What You’ll Do This role supports every facet of a high-performing financial planning practice—from operations to marketing, from technology to client experience. You’ll be the execution engine that makes planning and production possible, ensuring the advisor can focus on delivering strategy, advice, and results. Your responsibilities will include, but are not limited to: • Operations and Administration of the Firm: Own the calendar, manage workflows, oversee licensing and compliance processes, maintain digital filing systems, and ensure all applications, forms, and documentation meet compliance standards. Client and Case Support: Gather data, maintain flawless accuracy, and prepare deliverables in eMoney, Excel, and Salesforce for financial planning, insurance, and investment cases. * Sales Development and CRM: Maintain and optimize the CRM (Salesforce) for all prospects, clients, and referral sources; build follow-up sequences; ensure no opportunity slips through the cracks. * Marketing and Communications: Coordinate firm branding, website updates, newsletters, digital outreach, and social media initiatives; support podcasts, events, and professional marketing efforts. * Client Appreciation and Retention: Track key dates and milestones; coordinate client and referral gifts, events, and personal touches that reinforce client loyalty and brand experience. * Growth and Recruiting: Help identify, recruit, and onboard future team members as the firm expands; assist in training and documenting workflows for scalability. * Innovation and Systems: Continuously look for better ways to integrate technology, automate routine processes, and modernize the client experience through improved systems and reporting. This is a comprehensive operations role that touches every area of the business—planning, marketing, administration, and growth. Success in this role requires organization, ownership, and the ability to manage multiple priorities simultaneously without losing sight of the details. Must Have * Exceptional attention to detail—you treat accuracy as craftsmanship. * High personal accountability; no excuses, no loose ends. * Structured, proactive communication—written, verbal, and by phone. * Analytical mindset with curiosity and grit. * Professional composure and reliability. Qualifications * Bachelor’s degree preferred (Finance, Accounting, Economics, or Business). * Associate degree or equivalent experience considered. * 2–3 years of practical experience in a related field (financial operations, accounting, project management, or similar) may substitute for a degree. * High proficiency in Salesforce and Microsoft Excel / Office, with strong data-management skills. * Familiarity with eMoney, Envestnet, or Morningstar a plus. Career Path & Compensation * Starting Compensation: $52,000–$70,000 annually, including opportunity for performance-based increases and annual bonus potential. * Advancement is merit-based, not time-based. Exceptional performers who master systems, complete licensing, and demonstrate ownership may progress through the career track and pay scale faster than the standard timeline. Progression Framework (Cumulative, Not Sequential) * Each phase builds on the previous one—new licensing and capabilities enhance earlier responsibilities rather than replace them. * Accuracy, operational execution, and attention to detail remain core expectations throughout every stage of advancement. Typical progression: * Phase 1 – Operations & Planning Associate: Master systems, accuracy standards, and workflows. * Phase 2 – Licensed Assistant: Obtain Life & Health license; expand responsibilities into product and case design while maintaining operational precision. * Phase 3 – Registered Assistant: Earn Series 6/63 or 7/66; take on plan updates, investment operations, and analysis while continuing to manage planning process execution. * Phase 4 – Associate Advisor: Participate in client meetings, help develop recommendations, and lead initiatives—while upholding the same high standards of accuracy and process discipline established in earlier phases. AFA affiliation requires 7/66 licensing. Comprehensive Benefits Package Includes * Annual performance bonus potential * Health benefits stipend * Retirement plan with employer matching * Paid Time Off (PTO) and holidays * Licensing, continuing-education, and professional-development sponsorship Success Metrics * 100% accuracy in data and documentation * On-time delivery of meeting prep and projects * Clear, proactive communication * Steady progress on licensing and training milestones * Visible impact on efficiency and client experience

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: 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. Our thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX The Backbone of Our Success, Our Local Leaders: Brian Vrana, Managing Partner: • How long with NM? Brian has been with Northwestern Mutual for 23 years., • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Jon Blake, Managing Director:, • Time with NM: Jon has been with Northwestern Mutual for 12 years., • Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills., • Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.Blake Watkins, Financial Advisor:, • Time with NM: Blake has been with Northwestern Mutual for 8 years., • Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth., • Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.Allison Woods, Chief Recruitment Officer:, • Time with NM: Allison has been with Northwestern Mutual for 14 years., • Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up., • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay current on insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.What Our Representatives Value:, • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers.Candidate Characteristics:, • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor.Benefits:, • Strong Earnings Potential: Combining first year income and unlimited upside., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k)), • Vision insurance.Education:, • Bachelor's Degree (preferred)If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Talent team. #LI-MS1 Powered by JazzHR voylhmNE65

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement Assistant Manager Duties and Responsibilities • Technical Automotive Service and Mechanical Experience, • Recruit, train, and supervise retail staff, • State Vehicle Inspector a plus., • Motivate staff to meet those sales goals, • Address customer complaints and issues in a professional manner, • Handle staff conflicts, complaints, and problems, • Prepare various promotional materials and in-store displays, • Ensure compliance with various health and safety regulations, • Collaborate with the head office to ensure store location lives up to standards, • Job is 90% shop focused and 10% administrative focused.Requirements and Qualifications, • 3+ years experience working as a technician, service advisor, or in Quick Lube management., • Inspectors license a plus., • Excellent interpersonal communication capabilities, • Customer service-oriented attitude, • Confidence to lead and direct a team of associates, • Ability to stay organized and manage time effectively, • Strengths in leadership, management, team building, and problem-solving, • Capability to thrive in a fast-paced and oftentimes high-pressure environment, • Numerical and analytical knowledge to properly manage cash and financial records, • Understanding of basic business management functions, • Enthusiasm and a positive attitude, • Minimum of a high school diploma. Candidates with associate's or bachelor's degrees will be given a preference, • 3+ years of experience working in a retail environment, ideally in a supervisory role, • Proven competencies in effective communication and management, • Willingness to learn and tackle new challenges

Job Description At Reltio®, we believe data should fuel business success. Reltio's AI-powered data unification and management capabilities—encompassing entity resolution, multi-domain master data management (MDM), and data products—transform siloed data from disparate sources into unified, trusted, and interoperable data. Reltio Data Cloud™ delivers interoperable data where and when it's needed, empowering data and analytics leaders with unparalleled business responsiveness. Leading enterprise brands—across multiple industries around the globe—rely on our award-winning data unification and cloud-native MDM capabilities to improve efficiency, manage risk and drive growth. At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our "Customer First", we strive to ensure their success. We embrace our differences and are "Better Together" as One Reltio. We are always looking to "Simplify and Share" our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We "Own It". Every day, we innovate and evolve, so that today is "Always Better Than Yesterday". If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence. Reltio has earned numerous awards and top rankings for our technology, our culture and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you're ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let's talk! Job Summary: The Solutions Consultant at Reltio plays a pivotal role in the sales process, partnering with Account Executives to understand prospective customers' business challenges and to articulate the value of Reltio's cutting-edge data unification and AI-driven solutions. This individual will be responsible for developing and delivering compelling presentations and demonstrations, designing tailored solution architectures, and acting as a trusted technical advisor to prospects. The ideal candidate is passionate about data, possesses strong communication and presentation skills, and thrives in a fast-paced, innovative environment. Job Duties and Responsibilities: • Collaborate with the sales team to identify and qualify sales opportunities, understanding customer needs and business objectives related to data unification and AI., • Develop and deliver engaging, customized product demonstrations and presentations that effectively showcase Reltio's value proposition., • Design and propose high-level solution architectures that address specific customer requirements and integrate with their existing technology landscape., • Develop and deliver highly customized, compelling product demonstrations and proof-of-concept (POC) engagements that showcase differentiated value., • Respond to technical questions and objections from prospective & existing customers, providing clear and concise explanations., • Lead and manage technical aspects of Request for Proposals (RFPs) and Request for Information (RFIs)., • Build and maintain strong relationships with technical stakeholders and decision-makers within prospect/customer organizations., • Stay current with industry trends, competitive landscape, and Reltio's product advancements in data unification and AI., • Provide feedback from the field to Product Management and Engineering teams to contribute to product enhancement and innovation., • Assist in the creation of sales tools, best practices, and re-usable assets for the pre-sales organization., • Bachelor's degree in Computer Science, Information Technology, Engineering, Business, or a related field., • Minimum 3 years of experience in a pre-sales, solutions consulting, or a similar customer-facing technical role within the enterprise software industry., • Demonstrable understanding of enterprise data challenges, data integration concepts, and the value of data unification., • Proven ability to articulate complex technical concepts to both technical and non-technical audiences., • Excellent presentation, communication (written and verbal), and interpersonal skills., • Strong problem-solving skills and the ability to think strategically and analytically., • Experience with enterprise software sales cycles and methodologies., • Experience with SaaS solutions, cloud architectures, and data platforms., • Familiarity with AI/ML concepts and their application in data management or business intelligence., • Hands-on experience with AWS, Google Cloud Platform (GCP), or Microsoft Azure., • Knowledge of specific industry verticals (e.g., Life Sciences, Healthcare, Financial Services, CPG/Retail)

Job DescriptionSaronic Technologies is a leader in revolutionizing autonomy at sea, dedicated to developing state-of-the-art solutions that enhance maritime operations through autonomous and intelligent platforms. The Commercial Contracts Counsel will serve as the company’s primary legal advisor for all supply-chain-related contracting matters, responsible for reviewing, negotiating, and managing commercial agreements that support the development, manufacturing, and sustainment of autonomous naval platforms. This attorney will play a central role in standardizing procurement-related contracting processes, mitigating supply chain risks, and ensuring alignment with government contracting requirements. The ideal candidate brings deep expertise in commercial contract negotiation, experience with defense-industry supply chains, and fluency in both software and hardware development considerations. This role requires exceptional judgment, the ability to partner effectively across engineering, operations, supply chain, and business development, and a proactive, solutions-oriented mindset. This is a high-impact role at the intersection of advanced technology, national security, and rapid operational scaling. The Commercial Contracts Counsel will help shape the company’s commercial contracting posture, strengthen supplier partnerships, and ensure the legal foundation necessary to deliver autonomous naval systems that meet urgent defense needs.Key Responsibilities: • Commercial Contract Review & Negotiation, • Lead negotiation and drafting of a wide range of commercial contracts, including supplier agreements, licensing and technology agreements, manufacturing services agreements, OEM/ODM arrangements, NDAs, and subcontractor terms., • Coordinate with Legal team and internal stakeholders to execute strategies for contract risk, intellectual property rights, data rights, warranties, indemnities, limitation of liability, export controls, and product assurance., • Supply Chain Legal Leadership, • Serve as the primary legal partner to the Supply Chain and Operations teams., • Review complex supply chain structures involving hardware, software, integrated systems, and naval vessel components., • Advise on vendor qualification, product sourcing strategies, commercial-off-the-shelf (COTS) procurement, and flow-downs., • Support mitigation of supply chain risks, including sole-source components, long-lead items, supplier financial health, and technology-control considerations., • Process Standardization & Contract Systems, • Establish and maintain a standardized contract review, approval, and documentation process that scales with rapid company growth., • Develop playbooks, fallback positions, templates, clause libraries, and negotiation guidance for cross-functional partners., • Implement or enhance contract lifecycle management (CLM) tools to drive efficiency, version control, and compliance., • Promote organizational understanding of key contracting principles and company policies., • Cross-Functional Counseling, • Advise engineering, program management, procurement, and executive leadership on legal issues that arise in product development and naval vessel integration., • Support resolution of contract disputes, supplier performance issues, regulatory inquiries, and claims.Required Qualifications:, • J.D. from an accredited law school; member in good standing of a U.S. state bar., • 10+ years of experience in commercial contract negotiation, preferably with a mix of law firm and in-house roles., • Demonstrated expertise in drafting and negotiating complex supplier agreements, licensing terms, and technology development arrangements., • Strong knowledge of government contracting flow-down requirements, FAR/DFARS standards, and supply chain compliance considerations., • Familiarity with software licensing models, SaaS/on-prem hybrid architectures, and IP/data rights issues., • Experience advising on maritime, naval, aerospace, or other hardware-intensive engineering programs., • Ability to operate in a dynamic, fast-paced, growth-oriented environment., • Excellent communication, negotiation, and stakeholder-management skills.Preferred Qualifications:, • Experience supporting manufacturing scale-up and production supply chains., • Exposure to autonomous systems, robotics, or defense technology development., • Prior work in a startup or high-growth company environment., • Experience with contract lifecycle management systems and process-improvement initiatives.Physical Demands:, • Prolonged periods of sitting at a desk and working on a computer., • Occasional standing and walking within the office., • Manual dexterity to operate a computer keyboard, mouse, and other office equipment., • Visual acuity to read screens, documents, and reports., • Occasional reaching, bending, or stooping to access file drawers, cabinets, or office supplies., • Lifting and carrying items up to 20 pounds occasionally (e.g., office supplies, packages). Benefits:Medical Insurance: Comprehensive health insurance plans covering a range of servicesSaronic pays 100% of the premium for employees and 80% for dependentsDental and Vision Insurance: Coverage for routine dental check-ups, orthodontics, and vision careSaronic pays 100% of the premium under the basic plan for employees and 80% for dependentsTime Off: Generous PTO and HolidaysParental Leave: Paid maternity and paternity leave to support new parentsCompetitive Salary: Industry-standard salaries with opportunities for performance-based bonusesRetirement Plan: 401(k) planStock Options: Equity options to give employees a stake in the company’s successLife and Disability Insurance: Basic life insurance and short- and long-term disability coveragePet Insurance: Discounted pet insurance options including 24/7 Telehealth helplineAdditional Perks: Free lunch benefit and unlimited free drinks and snacks in the office This role requires access to export-controlled information or items that require “U.S. Person” status. As defined by U.S. law, individuals who are any one of the following are considered to be a “U.S. Person”: (1) U.S. citizens, (2) legal permanent residents (a.k.a. green card holders), and (3) certain protected classes of asylees and refugees, as defined in 8 U.S.C. 1324b(a)(3). Saronic does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Job Description At Tito’s Handmade Vodka, purpose and passion fuel everything we do, including how we build and protect the technology that keeps our business thriving. As our Vice President of Information Technology and Security, you’ll shape the digital backbone of an iconic brand. You’ll lead the charge to scale our systems, strengthen our security, and enable continued growth. This role will oversee enterprise systems, cybersecurity, and IT operations while guiding multiple software implementations and developing a forward-looking technology roadmap. Partnering with senior leadership, you’ll align our technology strategy with business goals, foster a culture of innovation and accountability, and help Tito’s do good, grow strong, and stay connected in every way that matters. Your core responsibilities will include: Strategic Leadership • Develop and execute an IT strategy that aligns technology initiatives with business objectives, driving innovation and scalable growth., • Oversee enterprise-wide systems, data, reporting, and cybersecurity programs that enhance efficiency and security., • Partner with executive leadership to modernize systems, evaluate emerging technologies, and guide strategic investments., • Lead and optimize the organization’s ERP systems, driving continuous improvement and system enhancements., • Strengthen production planning, inventory management, and financial reporting through deep ERP expertise and sound data governance., • Streamline workflows and cross-functional processes to improve utilization and operational efficiency., • Direct enterprise technology operations, ensuring reliable infrastructure performance across internal teams and managed service providers., • Lead governance frameworks that align IT initiatives with business priorities and enhance service delivery., • Oversee the Microsoft ecosystem, including data platforms, cloud environments, cybersecurity tools, and vendor partnerships to ensure resilience and cost efficiency., • In partnership with other team members, lead the development, implementation, and continuous improvement of the company’s cybersecurity program., • Maintain strong governance through updated policies, procedures, and audit frameworks that safeguard systems and brand trust., • Oversee implementation of security controls, data protection initiatives, and incident response processes., • Conduct risk assessments and audits to ensure compliance with frameworks and regulations (e.g., GDPR, HIPAA, ISO 27001, NIST)., • Build and mentor a high-performing IT and security team that values collaboration, innovation, and continuous improvement., • Champion a culture where technology and security are integral to Tito’s mission and success., • Build cross-departmental trust, ensuring IT and security initiatives are tightly aligned with company priorities., • Evaluate and recommend strategic technologies — including AI, cloud computing, and IoT — that drive business performance and enhance customer experience., • Bachelor’s Degree in Computer Science, Information Technology, Cybersecurity, or related field; Master’s degree preferred., • One or more of the following certifications preferred: CISSP, CISM, CISA, ITIL, PMP, or equivalent., • Experience:, • 10+ years of progressive IT leadership, including 5+ years in a senior executive role., • 5+ years managing ERP system solutions., • Proven success leading IT strategy, digital transformation, and cybersecurity programs., • Experience managing enterprise-scale projects, budgets, and cross-functional teams., • Expertise in Microsoft 365 and Azure, including Power Platform, Fabric, Identity, Security & Compliance, and Active Directory., • Experience collaborating with Microsoft Partner providers to leverage secure, innovative solutions., • Deep understanding of IT infrastructure, cloud computing, enterprise software, and cybersecurity frameworks., • Familiarity with modern technologies such as AI, machine learning, and DevOps., • Strong grasp of regulatory compliance (e.g., GDPR, CCPA, PCI-DSS)., • Exceptional leadership, communication, and strategic problem-solving skills., • Ability to thrive in a fast-paced, evolving environment. Benefits • Medical, Dental & Vision Insurance, • Company Paid Life & Disability Insurance, • Voluntary Insurance Plans, • 401 (k) plan with company match, profit sharing, • Vacation, Sick, Flex Time, • Paid Parental Leave, • Adoption Assistance Program, • Dependent Care Flexible Spending Account, • Health Savings Account, • Lifestyle Spending Account, • Financial Wellness Benefit, • Employee Assistance Program Equal Opportunity Employer Fifth Generation, Inc.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Build Direct Client Relationships: Professionals from the oil and gas industry excel in fast-paced, high-stakes environments where precision and trust matter. In financial services, you could apply those same skills, working directly with clients to craft personalized financial strategies that deliver long-term results. • Make a Meaningful Impact: Use your problem-solving mindset and analytical background to help individuals and families plan for their future. Whether its managing investments, planning for retirement, or navigating uncertain markets, your ability to assess complex situations will empower clients to make confident financial decisions., • Unlimited Growth Potential: Oil and gas professionals understand what it takes to succeed in dynamic industries. Here, your determination and work ethic directly drive your success. With support, mentorship, and a proven system, your career growth is in your hands., • A Rewarding Career Path: Transition into a field where you could build lasting relationships, create meaningful outcomes, and make an impact, using your industry expertise to help clients secure their financial futures.Our thriving office is located at: 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666 Meet Our Leaders: Luke Borst Managing Director: • Time with NM: 10 years, • Prior Experience: Spent 5 years in business development at First National Bank of Omaha, • Passionate About: A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.Ty Terrazone Financial Advisor:, • Time with NM: 2 years, • Prior Experience: Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed, • Passionate About: Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.Brian Vrana Managing Partner:, • Time with NM: 23 years (started through the internship program in college), • Prior Experience: Farmer, • Passionate About: Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance.About Us: At Northwestern Mutual Greater San Marcos, we are on a mission to inspire action, maximize potential, and build lasting legacies across South Central Texas. As one of the fastest growing network offices in the country, were proud to be recognized as a Top 40 University District and home to standout leaders like Ty Terrazone, the number two Financial Advisor in the Southern Region for 2024. Our team brings together diverse backgrounds from farming and military service to corporate development, all grounded in our shared values of innovation, gratitude, excellence, and transparency. Beyond financial planning, our culture is rooted in community impact, with strong support for organizations like Dell Childrens Hospital, Alexs Lemonade Stand, and local fundraisers like Raising Dough and Raising Canes. At Greater San Marcos, we dont just plan, we lead with purpose. 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 highly preferred, but not required., • 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).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Luke Borst is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Position: Chief Strategic Finance and Operations Officer (CSFOO) Reports to: Head of School FLSA Classification: 12-Month, Exempt Evaluated: Annually Supervises: Accountant, Finance Staff, Student Store Manager, Facilities Manager, IT Manager Position Purpose The Chief Strategic Finance and Operations Officer (CSFOO) is a creative, analytical, and strategic leader responsible for the school’s financial health and operational excellence. As a key advisor and thought partner to the Head of School, the CSFOO ensures long-term financial stability, advances organizational effectiveness, and supports the school’s educational mission through sound fiscal management and operational leadership. The CSFOO oversees a $9M+ annual budget and provides executive oversight for finance, facilities, operations, compliance, risk management, procurement, information technology, safety, wellness, transportation, and student information systems. The role serves as a data-driven strategic resource for the Head of School and the Board of Trustees, developing metrics, dashboards, and scenario plans that inform long-term planning and sustainability. Key Objectives The CSFOO is responsible for establishing and maintaining financial policies and practices aligned with GAAP and industry standards, and for providing leadership across financial and operational domains, including budgeting, audit, enrollment, financial aid, facilities, IT, and risk management. Essential FunctionsStrategic Leadership * Serve as a strategic partner and sounding board to the Head of School. * Provide financial models, dashboards, and scenario analyses to support Board-level strategic planning. * Partner with leadership to identify critical organizational needs and develop long-range financial strategies. Financial Management & Reporting * Oversee the creation, accuracy, and maintenance of all financial records. * Prepare periodic financial statements for the Head of School and Board of Trustees. * Manage the annual budget process and develop financial forecasts. * Prepare materials for the annual audit and support the preparation of Form 990. * Review and approve monthly bank reconciliations. * Supervise all accounting functions, including accounts payable/receivable and cash management. * Ensure sound financial stewardship in accordance with 501(c)(3) accounting and regulatory requirements. * Lead the Finance Committee of the Board Tuition, Enrollment & Financial Aid * Oversee annual enrollment contracts and tuition management for 400+ students. * Address parent billing questions using a customer-focused communication approach. * Ensure all financial aid documentation is complete; collaborate with the Head of School to determine awards, manage the financial aid budget, and process appeals. * Support administration of tuition remission for qualifying faculty. Risk Management & Compliance * Administer and maintain all forms of school insurance, including annual policy review. * Ensure internal controls safeguard school assets and maintain regulatory compliance. * Oversee campus safety, security, and emergency response practices. Operations & Facilities * Provide executive oversight for facilities, maintenance, safety, and compliance. * Supervise the Facilities Manager and collaborate with the IT Manager. * Develop and oversee contracts, procurement, and relationships with outside vendors. * Oversee building usage and ensure facilities support school operations effectively. Human Resources & Employee Support * Oversee business office HR functions, including payroll and benefits administration (in collaboration with the HR Associate). * Regularly analyze benefit plans for competitiveness and make recommendations to the Head of School. * Support the full employee life cycle alongside the HR Manager. * Create, manage, and monitor policies and procedures that ensure compliance with federal, state, and local regulations. Auxiliary & Enterprise Functions * Oversee the Student Store, ensuring efficient operations and annual profitability. * Support Extended Day and Camps programming with the goal of achieving minimum 40% profit margins on all programs. Required Qualifications * Bachelor’s degree in business administration, operations, accounting, or finance. * 5–7 years of progressively responsible leadership experience in finance, operations, or accounting. * Demonstrated experience creating and analyzing data-driven financial reports. * Strong proficiency in MS Office/Excel and Google Suite. * Excellent written and verbal communication skills. * Ability to explain complex financial information clearly and concisely. * Ability to build collaborative relationships with faculty, staff, families, and community partners. Preferred Qualifications * Master’s degree in a related field. * Experience working in independent schools or non-profit organizations. * Experience with FACTS, QuickBooks. * Professional certifications such as CPA or CMA. Skills & Dispositions * Confident, proactive decision-maker. * Strong knowledge of management principles and organizational best practices. * Highly analytical with exceptional attention to detail and accuracy. * Strong initiative and creative problem-solving skills. * Excellent communication and interpersonal skills. * Ability to manage, motivate, and evaluate staff effectively. * Commitment to innovation, continuous improvement, and mission-aligned decision-making. * Ability to work both independently and collaboratively while maintaining confidentiality. * Exceptional organizational skills and ability to manage multiple priorities. * Commitment to fostering a collegial, respectful, and inclusive environment. Professional Requirements * Strong analytical and financial management abilities. * Familiarity with relevant financial regulations and compliance standards. * Ability to work both independently and as part of a team. * Proficiency with financial software systems. * Demonstrated reliability, trustworthiness, and adherence to confidentiality. * Strong organizational skills with the ability to meet deadlines. * Flexibility and adaptability in a dynamic school environment.

Job Description About the Company: Industrious is the largest premium workplace-as-a-service provider and home to the highest-rated workplaces in the industry. Everything we do comes down to creating great days for teams of all sizes and stages, including our own. We believe that what makes a great day at work is the people on your team and the problems you get to solve together. We're looking for people who love thinking outside the box and thrive in a truly collaborative setting. As teammates, we encourage new ideas and toast every win. We're excited about having a meaningful impact on people's workplace experience. Great days also start when everyone can be their authentic self at work. Diversity of backgrounds, thoughts, and ideas is critical to our success in delivering great workplace experiences, both for our members and for each other. Industrious is committed to creating an inclusive, respectful environment that embraces your individuality and quirkiness. You are valued for who YOU are. We celebrate our people as individuals who can accomplish great things when we work together as one team. To learn more, visit . About the Role: Are you ready to revolutionize the future of work? Industrious is on the lookout for an energetic and proactive Senior Counsel, Commercial & Product to join our dynamic in-house legal team. As Senior Counsel, Commercial & Product, you will be responsible for all aspects of commercial contracting, including deal structuring, and drafting, review, and negotiation of contracts. You will also be integral to providing legal support to a wide range of Industrious' internal customers and developing scalable infrastructure to help Industrious achieve its goals in a time of dynamic growth. You must be intellectually curious, self-confident, a stellar communicator and problem-solver, and have a passion for working in a high growth, entrepreneurial environment. This role can be based in any of Industrious's major markets including New York City, South Florida, Austin, Chicago, Atlanta, Boston, and Washington DC. At Industrious you will: • Serve as a trusted legal advisor across our organization, partnering with teams like Sales, Product, Unit Operations, and Technology., • Draft, negotiate, and review commercial contracts, including membership agreements, vendor agreements, marketing contracts, and NDAs., • Provide counsel on pre-litigation disputes, risk management, and escalation strategies., • Develop and implement policies, playbooks, and legal templates to standardize and streamline operations., • Manage and optimize contract workflow end-to-end; identify improvements, build efficiencies, and reduce cycle time., • Analyze user and product experiences from a legal perspective, advising on compliance, risk, and business trade-offs., • 6+ years of experience with complex commercial or corporate matters of which at least 2 years were spent as in-house counsel in a startup, technology or other dynamic environment, • D. from a well regarded law school. Top-tier law firm training strongly preferred, • Admission to local state bar or ability to register as in-house counsel, • Excellent oral and written communication skills, • Exceptional interpersonal skills, • Strong drafting and analytical skills, • Ability to demonstrate sound judgment in ambiguous situations, • Ability to work independently while being able to contribute successfully to cross-functional teams, • Excellent organizational skills; ability to manage multiple projects at once, follow through, and meet deadlines in a fast-paced environment, • Enthusiastic and proactive attitude with the ability to identify gaps and willingness to step in where needed, • A creative problem solver who is open to new ideas and new approaches, • Proven track record of learning quickly, taking initiative, working proactively and being resourceful The annual base compensation range for this role is between $190,000 and $215,000. The successful candidate's actual base compensation will be based upon a variety of factors, including but not limited to work experience, job-related knowledge, skills, and professional qualifications. You will also be eligible for an annual target 15% bonus and participation in our long-term incentive program. Base and bonus compensation are just two components of Industrious' total compensation package for this role. Other great perks and benefits include heavily subsidized healthcare plans, generous paid time off, wellness programs, professional development grants, 401k plan, and many other benefits, subject to applicable eligibility criteria and company policies. Equal Employment Opportunity: Industrious is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Industrious in the News: • Getting Our Team to Show Up And Love It: What We've Learned from Thousands of Office Days, • How Industrious became an $800million brand by building a sense of belonging, • CBRE Group to Acquire Industrious, Create New Business Segment, • A note from our CEO about Industrious + CBRE, • Industrious Partners with Delta Business Traveler to Support Every Kind of Business Flyer, • CBRE Chooses Coworking Hub for Its New Global Financial Headquarters, • The Anti Adam Neumann of the Co-Working Industry

Job DescriptionCompany Description ABOUT KIPP TEXAS PUBLIC SCHOOLS KIPP Texas Public Schools is a network of 54 public charter, open-enrollment, pre-k-12 schools educating nearly 32,000 students across Austin, Dallas-Ft. Worth, Houston, and San Antonio. Together with families and communities, our mission is to create joyful, academically excellent schools that prepare students with the skills and confidence to pursue the paths they choose —college, career, and beyond—so they can lead fulfilling lives and build a more fair world. Founded in Houston in 1994 and operating as KIPP Texas since 2018, we are looking to hire a diverse team of dynamic, collaborative, and dedicated individuals with an unyielding belief that every child will succeed. KIPP Texas is a team and family with an unwavering commitment to creating classrooms, offices, and communities rooted in collaboration, academic success and joy. KIPP Public Schools is a national network of public charter schools that prepares students with the skills and confidence to create the future they want for themselves, their communities, and us all. We are a network of 278 schools, nearly 15,000 educators, and 123,000 students and alumni. Job Description ABOUT THE ROLE A KIPP Texas Dean of Academic Progress will provide assistance to the School Leader and/or Leadership Team with the administration of systems related to high school matriculation and graduation. The Dean of Academic Progress furthers the mission of KIPP Texas by supporting a school culture that empowers students to develop the knowledge, skills, and character traits necessary to pursue a college education and a life of value, joy, and integrity. The Dean will work to support KIPP Texas’s mission and culture of achievement. We are committed to establishing high-achieving schools that are diverse, collaborative, and partnered strongly with the communities they serve. This is a leadership position for a person who is organized, detail-oriented, and always follows through. Additionally, this leader is warm and demanding with students and parents, ensuring that they always turn in required documents and always complete challenging academic courses. The Dean of Academic Progress is relentless with adults and students and holds herself/himself accountable for achieving excellent results. As a Dean of Academic Progress you will internalize and drive towards academic and culture-related goals in pursuit of supporting KIPP Texas Public Schools in meeting organizational goals; • 100% of KTX School achieve an A or B rating - TBD, • 95% of K-2 students reading on grade level DIBELS, • KTX earn 90/75/40 on Reading STAAR, • KTX earn 90/75/40 on Math STAAR, • 60% of seniors graduate having scored a 3+ on at least a AP/IB exam, • 40% of 11th grade students score 21+ on the ACT, • 80% of student matriculate to a 4-year college, • 97% Average Daily Attendance, • 100% BOY Enrollment by Day 10 Academic Operations Support • Assist with the registration, enrollment, withdrawal, and transfer of students and process applicable records, • Verify the accuracy and thorough completion of all student registration packets and determine eligibility for enrollment, • Enter all campus student information into the district student information system, • Communicate daily with campus administrators and special program coordinators to identify and correct missing or incorrect information in physical and electronic student data files, • Stay current with changes in Texas Education Agency governing documents pertaining to the Public Education Information Management System (PEIMS), • Coordinate campus-wide attendance process and work to maintain campus-wide compliance, accuracy and timeliness, • Maintain all digital course records and teacher/administrative access to online gradebook, • Process and transmit requests for student information, including verification of enrollment and transcripts for colleges and universities, • As directed, coordinate and manage state, district, and local testing Develop and maintain coherent, state compliant transcripts that prepare students for college and career (CTE, where applicable, and Advanced Placement). • Develop and implement structures for clear graduation planning (Personal Graduation Plan) that includes electives, enrichment, credit recovery courses, and Advanced Placement courses., • Monitor overall academic progress for all students, • Monitor and follow-up with students failing one or more courses each grading period, during the first four semesters in high school, • Coordinate teacher and advisor responsibilities and efforts to drive students’ academic progress through goal-setting and intrinsic motivation, • Intervene with support when students have challenges with attendance, academics or discipline, • Maintain and monitor [academic] compliance in areas such as Special Education, 504, LPAC and At-Risk students, • Coordinate verification and correction of grades, and printing and distribution of report cards, • Assist School Leader and Assistant Principals with campus and student scheduling, • Maintain student transcripts, • Ensures that transfer grades and GPAs are calculated correctly and reflected appropriately in the student information system., • Host parent events such as workshops, student-led parent conferences, open houses, or other events that support academic transitions to and through college, • Support leadership with building a student culture of achievement through investment, rewards, and activities, • Support leadership with faculty reward programs and activities related to the culture of achievementQualifications, • Bachelor’s degree, required, • At least two years’ experience as a lead teacher/teacher of record educator in middle or high school classrooms (required), • Experience helping students and their families navigate college admission, financial aid, and scholarship application procedures, • Experience developing new and deepening current relationships with key college access and college success organization, • Demonstrated leadership with the ability to drive results through others., • Ability to work in a fast-paced environment, demonstrating strong prioritization, organization and follow-up skills., • Demonstration of effective teaching and learning practices, • Excellent interpersonal, human relations, and stress and conflict management skills, • Excellent planning, goal setting, coordinating, problem analysis and decision-making skills, • Ability to facilitate and lead change initiatives and embrace innovation, • Enthusiasm to engage parents and community Additional Information What We Bring to the Table The starting point for the salary range for this position is $63,000 with the opportunity to earn more based on considered experience at an accredited K-12 institution and internal-equity. • Competitive vacation and flexible paid time off (PTO) policies., • Paid family leave., • Comprehensive medical, dental, and vision plans with varying coverage for employees and their families, inclusive of virtual physician visits. High deductible health plan with HSA also offered., • Employee assistance programs., • Participates in the Teacher Retirement System of Texas (TRS)., • 457 Roth retirement plan option with KIPP matching contribution up to $1,200 a year. 403b plans also supported., • KIPP also offers the following employee-paid benefits: legal plans, LifeLock identity protection, life insurance and disability insurance., • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions., • Considerable time spent at a desk using a computer/laptop., • Reports to school site Monday-Friday. Minimal travel; may travel to other school sites or regional office for professional learning or meetings. Some positions might be temporary and only available for the 2025-2026 school year.

Job DescriptionDescription: Due to the nature of our business (consulting), we accept applications on a rolling basis for this position. Qualified candidates will be contacted as new hiring needs arise. While we may not have an immediate opening, we review applications regularly and will reach out as roles become available. Lead with Vision. Influence Strategy. Drive Financial Excellence Are you a strategic finance leader who thrives in fast-paced environments? Do you excel at guiding clients, building systems, and driving meaningful financial outcomes? If you’re ready to join a high-performing consulting team and work alongside top-tier financial professionals, 512Financial is ready for you. About 512Financial: 512Financial provides fractional Finance, Accounting, HR, Talent Acquisition, and Strategic Planning services to early and mid-stage companies nationwide. Founded in 2022 by Bart Davis and Joel Trammell, 512Financial has been recognized as a Best Place to Work in Central Texas every year since 2023. We don’t just support our clients, we become part of their team, delivering expert-level guidance and results at a fraction of full-time cost. About the Role: As an Account Director, you will take full ownership of the financial reporting and operational finance functions for your clients. You’ll plan, implement, manage, and oversee all finance, accounting, and cash-related activities, ensuring accurate reporting, timely close cycles, and strong financial operations. You’ll serve as a strategic advisor, often functioning as a fractional CFO or VP of Finance, guiding executives through decision-making, developing financial procedures, and building the systems that support business growth. In this dynamic consulting environment, you’ll “wear many hats,” adapt quickly, and consistently exceed client expectations. This role is ideal for a forward-thinking leader who is confident, analytical, and eager to make a meaningful impact across multiple high-growth companies. What You’ll Do: • Manage financial operations, develop financial procedures, and oversee their implementation, • Prepare or direct preparation of financial statements and monthly reporting packages for Board presentations, • Serve as fractional CFO or VP of Finance, reporting directly to C-level executives, • Lead the budgeting and forecasting process, • Integrate and optimize financial technologies and systems, • Approve agreements involving financial commitments, vendor contracts, and expenditures, • Coordinate work with third-party consultants, auditors, and tax advisors, • Manage accounting staff and provide final oversight of:, • Month-end close, • Accounts payable, • Billing and accounts receivable, • Bank reconciliations, • Short-term cash forecasting, • Monthly journal entries, • Bachelor's degree in Accounting or Finance, • Minimum 6 years practical accounting/finance experience, • 4 years management experience in accounting/finance environment, • Acute business judgement with ability to see “big picture”, prioritize and make business recommendations, • Adaptability to working in both independent and in team environments, • Experience driving collaboration and communication across an organization to enable success and growth, • Excellent analytical skills with ability to take action, offer recommendations, and make decisions with incomplete information, • Strong understanding of technical accounting issues and GAAP, • Strong proficiency with Microsoft Office Suite, particularly MS Excel, • Strong interpersonal and presentation skills, • Proficiency in various ERPs a plus (QBO, Intacct, Sage, NetSuite) At 512Financial, you’ll be part of a collaborative, growing consultancy where no two days are the same. We live our values: Reliable, Committed, Collaborative, Balanced, Transparent and we invest in our people. Benefits Offered: • Medical, Dental and Vision Insurance, • 401K + Match, • Parental Leave, • Profit Share Bonus, • Life Insurance, • Short Term and Long Term Disability, • Generous Time Off Policy If you’re seeking a role where your strategic leadership, financial expertise, and operational insight can shape the future of high-growth companies, we want to hear from you! Apply today and help drive financial excellence at 512Financial. Requirements:

Job DescriptionCompliance Officer - BaaS Full-Time | Austin Capital Bank | Austin, TX Company Overview Austin Capital Bank is a fast-growing, tech-forward community bank based in Austin, Texas. We’re a nationwide leader in responsible financial innovation—combining the stability of a 500 million dollar regulated bank with the agility of a fintech. Our mission is to deliver simple, reliable, and customer-friendly financial products that improve the financial well-being of people across the country. Our products have touched over a million customers in all 50 states. We’ve been recognized on the Inc. 5000 list of fastest-growing companies multiple years in a row—and we’re just getting started. Our team members are approachable, attentive, and trusted problem-solvers who take pride in doing right by our customers and each other. Why You’ll Love Working Here • A team that feels like a team – Supportive coworkers, approachable leaders, and a culture that values listening, learning, collaboration…and good snacks, • It feels great to contribute to a company that’s winning and growing – our financials say it all – we’re nicely profitable and gaining market share., • Opportunities to grow – Career development, tuition assistance, and room to explore roles across the bank., • 100% Employer-paid medical, dental, & vision insurance – Full coverage for employee-only plans, with affordable family options., • Wellness program – Extra funds from us to help cover your out-of-pocket medical expenses., • Generous paid time off – Start with 16 days per year that grows with tenure., • Paid holidays – 11+ per year, so you can truly unplug., • Wicked Smart – Intellectually and emotionally self-aware., • Take Initiative – A bias to action, movement forward., • No Big Egos – Self-confidence with humility., • Honesty – Respectful and direct forthright communication., • Curiosity – Innovation doesn’t come from drawing within the lines. If you’re someone who rolls up their sleeves, leads with integrity, and believes that kindness and high performance can coexist, you’ll fit right in. About The Role The Compliance Officer – Fintech will play a critical role in overseeing compliance elements of our BaaS relationships and Fintech partnerships. This individual will serve as a subject matter expert on third-party compliance, ensuring our partners meet regulatory expectations and uphold the bank’s standards of integrity. What You’ll Do Third-party Compliance Monitoring & Advisory • Monitor and evaluate third-party vendor performance for compliance with regulatory requirements, contractual obligations, and bank standards., • Review and advise on vendor contracts with a focus on compliance and risk mitigation., • Lead oversight of Fintech partnerships and BaaS relationships., • Provide compliance guidance on new products, systems, and strategic initiatives., • Assess and communicate risks associated with new and existing Fintech partners and third-party products., • Ensure policies and procedures are developed and applied to meet regulatory and ethical standards., • Serve as a compliance advisor to senior management on third-party risk and mitigation strategies., • Collaborate cross-functionally to resolve compliance issues and implement effective policies.Reporting, Analysis & Documentation, • Prepare internal risk assessments for individual third-party relationships and the overall BaaS program., • Analyze complaint trends and escalation events from third parties, ensuring corrective actions are taken., • Develop and present comprehensive reports to senior leadership on third-party compliance performance., • Maintain thorough documentation of third-party transactions and compliance activities for audit readiness., • Build and maintain strong relationships with internal stakeholders and external partners.Other Duties, • Occasional travel (up to 10%) for training, team meetings, and partner site visits., • Ensure ongoing compliance with all applicable regulations, including the Bank Secrecy Act (BSA)., • Assist in coordinating the gathering of documents for Audit purposes, • Perform other duties as assigned., • Collaborate with the BSA Officer to ensure Fintech and BaaS programs have adequate AML/CFT controls., • Review partner AML programs and suspicious activity escalation processes., • Participate in oversight of transaction monitoring, sanctions screening, and fraud prevention processes specific to Fintech partners., • Support risk-based assessments of partner programs, ensuring appropriate customer due diligence and enhanced due diligence are in place., • Provide feedback on suspicious activity reporting procedures and partner performance., • Participate in the due diligence and onboarding of new Fintech partners, reviewing program design, flow of funds, and compliance program maturity., • Conduct periodic performance reviews of active partners., • Bachelor’s degree in Finance, Risk Management, Business Administration, or related field preferred., • 8+ years of experience in banking compliance., • Proven ability to collaborate and execute within a fast-paced, team-oriented environment., • Strong understanding of federal and state banking regulations., • CRCM or equivalent compliance certification required., • Experience with Fintech and BaaS preferred but not required.Skills & Competencies, • Business insight and sound decision-making, • Innovation and results-driven mindset, • Strong communication and emotional intelligence, • Ability to adapt and collaborate effectively, • High level of integrity and authenticity, • Excellent organizational and time management skills, • Ability to navigate complex, non-standardized problems Powered by JazzHR VrEZ2XjBD9

Job DescriptionAbout Caribou At Caribou, we care about giving people financial freedom so they can focus on what's most important to them. Today, less than two percent of Americans refinance their auto loans despite drastic increases in the cost of new and used cars. We see huge potential to help folks reduce their monthly auto expenses, as well as increase the predictability of those expenses over time. We do this by building technology to pair customers with community banks and credit unions, and ushering them through the process quickly. On average, our drivers save $151/month on their car loans while protecting their investment long term. Caribou is led by leaders from the technology, automotive, and finance industries. We're proud to be backed by a great team of investors, including QED Investors, Goldman Sachs, Moderne Ventures, Accomplice, Link Ventures, Motley Fool Ventures and others. About the Role We are seeking candidates with previous experience in auto loan refinancing. In this role as a Senior Loan Advisor you will be handling inbound calls and warm leads (no cold calling!), consulting with and assisting customers in refinancing their auto loans. In this role, you will… • Leveraging a consultative sales approach, you will advise customers on the purchase of additional protection products including vehicle protection services and other offerings, • Provide customers with a thorough explanation of the terms of their loans, as well as aftermarket products and extended service contracts, • Act as a product sales expert, maintaining elevated product sales attachment goals and expectations, • Effectively manage and maintain a large pipeline of prospective customers, and maintain acceptable levels of conversion, • Conduct business in an ethical and professional manner, in congruence with our lender guidelines, finance laws, and internal compliance guidelines, • Process finance deals accurately and fairly through financial sources to secure funding, • Perform needs assessments, overcome objections and manage the expectations of customers This role can be based out of our Caribou offices in Denver, CO or Phoenix, AZ, or remote within the greater Denver, Austin, or Phoenix areas. Hours This role will primarily work within normal business hours which are currently 7AM - 7PM (MT), Monday through Friday (hours of operation subject to change in the future). In addition, you will be required to work at least one Weekend shift (Saturday or Sunday) every four weeks, during the hours of 8AM to 5PM (MT). In exchange, you will receive a flexible day off to make up for working the weekend shift. About You You have… • 2 years refinance experience, demonstrating success in a loan officer role, • Experience handling and maintaining a high volume pipeline, • Excellent customer service skills and ability to quickly build rapport with customers, • Clear communication and active listening skills, • Ability to process information efficiently and incorporate in real time with customers, • Ability to learn new technology and use a variety of software platforms, • Excellent time management skills Everyone at Caribou is a valued team member. Our compensation and benefits package includes: • Competitive compensation: $50,000 base with monthly commission structure, average annual earnings for the first year are $90,000 with the ability to exceed the average due to uncapped commission potential., • Paid training and onboarding period of 16 weeks to set you up for success. You will be eligible to participate in the sales commission plan during your first full month of employment., • Equity options in the Company, • 401(k) retirement plan, • Generous paid time off including Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents, • Exceptional benefits including highly subsidized medical, dental, and vision plans, and fully company-paid mental health, disability, and basic life insurance, • Optional benefits to suit your individual circumstances such as HSAs (with Caribou HSA contributions), FSAs, supplemental life and health, legal, and pet insurance, • Up to $1,000 per year for eligible professional development expenses, • Give a damn. What we're doing matters. We show up determined to deliver results, and we love it., • Velocity. We're intentional about where we're going and we race towards it. *Caribou does not currently have employee operations in AL, AK, AR, CT, DE, GA, HI, IA, ID, IN, KS, KY, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, PA, RI, SC, SD, TN, UT, VT, WV, WY. California Consumer Privacy Act

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 DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Accommodation Specialist will play a pivotal role in fostering an inclusive and supportive workplace by managing the end to end global accommodation process for employees. In this role, you will serve as a trusted advisor and subject matter expert, guiding employees, managers, and additional stakeholders through the interactive process with empathy, professionalism, and compliance expertise. The specialist will also collaborate on global accommodation projects, helping to scale and optimize processes across regions. Key Responsibilities: * Lead the interactive accommodation process for both medical and religious accommodation requests. * Provide consultation and education to employees, managers, and additional applicable stakeholders on accommodation procedures, legal considerations, and best practices. * Review and interpret medical documentation to determine eligibility and recommend reasonable accommodations where applicable * Facilitate discussions with stakeholders to develop and implement accommodation plans. * Track and document all accommodation requests, decisions, and follow-up actions in compliance with legal and internal standards. * Support global accommodation initiatives, including streamlining processes and handling global accommodation requests. * Contribute to continuous improvement efforts to enhance the employee experience and operational efficiency. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. This position is not eligible for sponsorship. Qualifications Basic Qualifications: • Bachelor’s degree and 2+ years of Human Resources or related experience., • Experience with Accommodation processes., • Familiarity with HRIS systems (e.g., Workday) and case management tools (e.g., ServiceNow). Preferred Qualifications: • 2+ years of Accommodations and/or Leave Administration related work experience with a bachelor’s degree, • Strong knowledge of ADA, FMLA, and other relevant employment laws., • Experience supporting global HR or accommodation programs., • Excellent communication, documentation, and stakeholder management skills., • Proven ability to manage sensitive and confidential information with discretion., • Strong organizational skills and attention to detail. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 73,400.00 to 99,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job DescriptionBenefits: • 401(k), • Company parties, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Parental leave, • Training & development Our firm currently has 13 employees and we've grown dramatically over the past few years. As such, we are looking to add a dynamic individual to our team to help us better serve our clients and their families. Connection within our tight-knit group of co-workers is crucial. Our office is located on 6th street in the middle of downtown Austin. However, we realize that in order to attract top talent and add great humans to our team, we must also understand that talent is spread out. We are actively working toward fine-tuning our team's approach to strive and ensure that each member is fulfilled in their work and engaged at the highest possible level. Who We Are We're a financial firm that's strong, innovative, and growing with the backing of Northwestern Mutual, an organization with over a 160-year history of doing whats in the best interest of our clients and our community. We invest in our people providing opportunities for our team to grow themselves, their career and in turn, our business. We care deeply about diversity and inclusion. We are an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. The Miura Group strives to help our clients live the most joy-filled and authentic lives possible and aim to be a trusted partner in planning for the milestone moments and all the treasured seconds in between. Our team knows that everyone defines success differently, and we want to learn whats important to our clients and team members by listening more than we talk, discussing more than we explain, and caring far more than what youd expect from an advisor. We aim to transform financial anxiety into a lifetime of financial freedom. We just celebrated 37 years of business and look forward to 37 more solid years at least. Who We Are Looking For As The Miura Group's Client Care Coordinator, you would ideally have an impeccable attention to detail/accuracy and fantastic people skills. You love the feeling of assisting clients directly and enjoy knocking out to-do list items in an efficient and effective manner. We want an operational and administrative specialist who enjoys the challenges of multi-tasking. If you're passionate, talented, willing to learn, and creatively solve problems, we hope you'll consider us on your career journey. In addition, you would have the ability to accurately follow a detailed process, while possessing excellent follow-through and communication skills. If youre ready to be a part of a great culture in a relevant fast-paced and professional environment, then continue reading. The Role As Client Care Coordinator, you will assist with booking client appointments, answering the phone with a friendly voice when clients call, and a variety of other tasks associated with delivering excellent client service to our awesome clients. You will have direct client engagement, fielding client questions and requests to the appropriate team member and making sure our advisors calendars are full of client meetings! We need someone who works well with others and understands what it means to be a part of a team. You will be involved in coordinating with other specialists on our team, highly credentialed and licensed financial advisors, financial planning professionals, and various other team members. This is primarily a client service-oriented role, best suited for an individual who likes to work through a robust to-do list and deliver excellence to our clients. A Few Expectations Work efficiently on ongoing client services and interaction (confirming appointments, scheduling lunch delivery, etc) Contact clients to confirm receipt of forms or request return of completed forms Communicate with clients to answer questions and respond to requests in a timely manner Answer client phone calls and emails and connect them with the appropriate person on our team Communicate with our home office as needed to supply or obtain information Youll prioritize effectively and will work within a team to accomplish office and team goals Attend weekly development and team meetings to advance industry mastery What You'll Bring to The Team Strong sense of collaboration as part of a goal-oriented team Strong organizational and time management skills with ability to set priorities and meet deadlines Excellent verbal and written communication skills with the ability to gain rapport and cooperation at all levels in our organization Ability to work independently, as well as within a team.... i.e. a collaborative team player Demonstrate ability to handle the execution of confidential and time sensitive information Can adapt to shifting priorities in a fast-paced environment without missing a beat or a detail Prefer some experience in the customer service field Education: Bachelors degree preferred but not required Compensation package includes a base salary, average bonus potential, paid time off, basic health insurance coverage, 401k matching, Group long term disability and Group life insurance. This team member would be required to physically be in the office for at least 90 days upon hiring for training and onboarding purposes, with the option of at least 1 remote-working day a week upon management approval. You'll never meet a team quite like ours. You'll see. At The Miura Group, an original (founding) member of Northwestern Mutual Private Client Group, we help successful people gain clarity and intentionality around their financial world to have greater understanding and peace about how their wealth matches the life and future they want. Our work enables us to impact their lives, their family, their future, and our greater community in a powerful and positive way. When your work makes a difference in the world, and you love the team you're on, work weeks become fulfilling in a new way.

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa Commercial Solutions (VCS) is a global leader in B2B payments, providing a comprehensive suite of solutions for small businesses, mid-market and large corporations, and government organizations. As we continue to expand our product offerings and enter new payment flows, the proactive management of risk is paramount to our success and the security of our clients. The Visa Commercial Solutions team is seeking a seasoned and strategic Senior Product Manager for Risk Oversight across the Global Product team. This is a critical role responsible for establishing and maintaining a comprehensive risk management framework across the entire VCS product portfolio. Unlike a traditional product management role, this position will not own a single product but will act as a key advisor and subject matter expert, collaborating with and influencing product managers across the global VCS team. • The Senior Product Risk Manager will support the VCS Global Product Teams as the First Line of Defense to identifying and managing risks across the suite of commercial products., • They will play an active role in the continuous process of risk identification, which is incorporated into day-to-day business processes such as New Business Initiatives Assessment, Third Party Risk Assessments, Corporate Key Controls and our internal Risk Control Self-Assessment (RCSA) processes., • This role will help ensure risks are identified from a wide range of sources and techniques, including past events, emerging risks, client feedback, scenario planning and analysis, review of strategic priorities, and consideration of ecosystem and environmental factors. The Senior Product Risk Manager will be responsible for advising the VCS Global Product Team on the several risk domains: • Third-Party Risk: Provide guidance on the risks associated with our ecosystem of third-party service providers and partners, ensuring robust due diligence and ongoing monitoring are embedded into our product lifecycle., • Credit Settlement Risk: Collaborate with product and finance teams to assess and mitigate risks related to the settlement of funds, particularly in new and evolving payment flows., • Regulatory & Compliance Risk: Advise product teams on designing solutions that are compliant by design and meet all legal and regulatory mandates., • Fraud Risk: Partner with product managers to develop and implement fraud detection and prevention strategies within their roadmaps, protecting Visa and our clients from emerging threats., • Operational Risk: Proactively identify potential risks within our internal processes and systems, and recommend enhancements and controls to ensure operational resilience., • Act as a central point of contact for risk-related matters within the VCS Global Product Team., • Advise and guide product managers on incorporating risk mitigation strategies into their product roadmaps and feature backlogs., • Foster a culture of risk awareness and proactive risk management across the product organization., • Collaborate closely with cross-functional teams including Risk, Legal, Compliance, Rules, and Cybersecurity to ensure a cohesive and comprehensive approach to risk., • Develop and disseminate best practices, frameworks, and training materials to empower product managers to make informed risk-based decisions., • Review new product proposals and initiatives to determine if a formal risk assessment is required through Visa’s risk tools. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD Deep understanding of the B2B payments landscape, including accounts payable, accounts receivable, and cross-border payments. Demonstrable experience in risk management disciplines such as credit risk, operational risk, or fraud prevention. Strategic thinker with exceptional analytical and problem-solving skills. Proven ability to lead and influence cross-functional teams without direct authority. Excellent communication and interpersonal skills, with the ability to articulate complex risk concepts to a variety of audiences. Experience with Agile and other product development methodologies is highly desirable. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 152,200.00 to 220,850.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact Account Executive to join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job DescriptionDescriptionThe Managing Principal champions client relationships, driving business development, and ensuring the highest quality standards in all projects. This strategic leadership role combines expertise in architectural craft, client satisfaction, and financial performance. The Managing Principal is responsible for overseeing project performance, fostering operational excellence, and ensuring alignment with Pfluger Architects’ strategic vision and core values. While not directly managing large teams, this role sets the standard for leadership, creativity, quality, and profitability, acting as a trusted advisor to clients and internal stakeholders. Role & Responsibilities: Client Engagement & Product Excellence • Serve as the Client Executive for assigned clients, acting as a trusted advisor and primary point of contact throughout all phases of engagement., • Build and sustain long-term client relationships rooted in trust, transparency, and exceptional service., • Prioritize client satisfaction, responsiveness, and continuous improvement in every aspect of service, design, and project delivery., • Foster firmwide collaboration to ensure projects benefit from the full depth of Pfluger’s expertise and resources., • Oversee financial performance at the client level, including invoicing accuracy, project profitability, and resource alignment to deliver efficient, high-quality outcomes., • Champion a culture of learning, design excellence, and innovation, ensuring that client outcomes consistently reflect Pfluger’s purpose and values., • Measure and evaluate success through client satisfaction surveys, repeat work, and share of bond program opportunities, consistently positioning Pfluger as a top-performing firm within key districts and markets., • Partner with the discipline leads/directors to identify staff resources required to secure work., • Lead assigned business development initiatives, including prospect prioritization, client acquisition, and identification of growth opportunities within target markets., • Maintain and strengthen strategic client relationships, overseeing proposals, contracts, and negotiations to ensure mutual success and alignment with firm objectives., • Conduct client interviews, strategic planning sessions, and visioning discussions, leading and facilitating solution-based conversations that align client goals with Pfluger’s expertise., • Utilize the firm’s CRM systems to monitor pipeline value, client engagement stages, and strategic relationship development., • Embody Pfluger’s core values, consistently demonstrating Do What’s Right, Build Synergy, Make a Difference, and Never Settle., • Serve as a brand ambassador, representing the firm’s purpose, thought leadership, and strategic vision., • Promote the firm at industry conferences, award submissions, and public engagements., • Lead by example, fostering a collaborative, innovative, and high-performing culture across project teams., • Proactively identify and mitigate risks at the project and client levels., • Alignment with Pfluger’s purpose of “inspiring people to create a more meaningful human experience,” with a commitment to continuous learning and improvement., • Proven leadership in delivering high-quality craft and products, and driving business development., • Demonstrated ability to navigate complex challenges, serving as the client’s primary escalation contact and ensuring timely, effective resolution that strengthens relationships., • Passionate advocate for innovative design, exceeding client expectations, and embodying core values in decision-making., • High integrity, accountability, and exceptional communication skills., • Expertise in designing learning environments with general knowledge of REVIT and enthusiasm for generative design., • ERP system knowledge preferred, or a strong systems-oriented mindset., • Professional degree in Architecture is required., • Licensed/Registered Architect is required.

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description This position will be a member of Visa’s People & Corporate Affairs Legal team responsible for providing advice and counsel to Visa’s People Team and company managers in all areas of global employment law, policy, development and training. The attorney functions as a key strategic advisor to the People Team and the business functions and will work closely with other experienced lawyers and compliance professionals. Applicants must be skilled at managing multiple priorities in a fast-paced and challenging but highly rewarding environment, have good judgment and strong analytical, client counseling, and negotiation skills, be self-motivated, and, most importantly, be a positive, intellectually curious, and collaborative team player. Visa is Looking for Someone Who Will: • Provide advice and counsel on employment law issues including hiring, performance management, discipline, terminations, leave and accommodations, federal/state/local law compliance, restrictive covenants, pay and benefits. Coverage is primarily in the US, with some global support and coordination., • Review and provide guidance on drafting and development of People Team policies and procedures domestically and internationally., • Counsel People Team, management and supervisors on handling employee relations matters, including employee conflict and discipline issues., • Lead or provide advice and support on internal investigations. Recommend and help implement appropriate actions., • Defend employment-related claims, including supervising outside counsel in litigation, responding to administrative claims and settlement demands, and negotiating resolution of claims., • Participate in developing, implementing, improving and reviewing legal compliance projects and training with other members of People Legal Team., • Prepare, direct and conduct training programs for members of the People Team, including employment law updates, managing within the law, and conducting investigations., • Review and provide input on policies, procedures and specific matters impacted by legislation such as OFCCP, FMLA, ADA, FLSA, OSHA, ADEA, state worker’s compensation and employment discrimination laws. Basic Qualifications: • 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications: • 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD, • Current member in good standing of a State Bar with the ability to become barred or a registered in-house counsel in the state where this role is located, • Juris Doctorate degree from an accredited law school, • Strong business acumen, ability to work independently and collaboratively and to engage directly with business clients at all levels, • Practical and proactive problem solver, calm under pressure, with a positive attitude and strong work ethic, • Excellent interpersonal, written, and oral communications skills, with an ability to explain complex legal issues to stakeholders who possess varying degrees of sophistication about legal matters, • In-house and/or large law firm experience, • Corporate employment law experience, both counseling and litigation, with some experience with California employment laws. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 180,600.00 to 235,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description Federal- US Citizens ONLY Exploration of AWS and Azure for AI resources. Assist with cloud environment translation. Focus on AI modeling and disaster recovery in the cloud. The Azure Cloud Solutions Expert will evaluate existing enterprise IT systems, define a comprehensive “As-Is” architecture, and develop a “To-Be” Azure cloud roadmap that supports scalable, secure, and cost-efficient growth. This role will quantify the benefits of Azure expansion, including business agility, operational efficiency, security compliance, and cost optimization. The candidate will serve as a strategic advisor for cloud adoption, migration, and optimization, guiding leadership on technology investments and justifying the growth of Azure services. Key Responsibilities 1. Assessment of Current Environment • Conduct detailed discovery sessions with stakeholders to understand current infrastructure, applications, and workloads., • Develop a comprehensive “As-Is” architecture document:, • Network topology, • Servers, storage, and compute resources, • Application dependencies and integrations, • Security and compliance posture, • Licensing, cost, and performance metrics, • Identify bottlenecks, risks, and underutilized resources. 2. Azure “To-Be” Architecture & Roadmap • Design future-state (“To-Be”) Azure architecture based on business needs, scalability, and best practices., • Recommend Azure services and resources: compute, storage, networking, security, monitoring, AI/ML, and hybrid cloud solutions., • Develop migration strategies (lift-and-shift, replatform, refactor) for applications and workloads., • Define resiliency, high availability, and disaster recovery strategies in Azure. 3. Justification & Business Case for Azure Growth • Analyze the cost vs benefit of expanding Azure services, including TCO (Total Cost of Ownership) and ROI., • Present scalability benefits: handling increased workloads, on-demand provisioning, and global availability., • Highlight security and compliance advantages: Azure security tools, compliance certifications (ISO, SOC, GDPR)., • Align cloud growth with business objectives, including digital transformation, innovation initiatives, and operational efficiency. 4. Governance, Policies, & Best Practices • Define Azure governance model: resource groups, subscriptions, RBAC, naming conventions, tagging, and monitoring., • Establish cloud usage policies: budgeting, resource provisioning, autoscaling, decommissioning unused resources., • Recommend cost management strategies using Azure Cost Management + billing reports. 5. Stakeholder Communication • Collaborate with IT teams, DevOps, security, and business units to align cloud strategies., • Present findings, architecture diagrams, and recommendations to executive leadership., • Provide documentation, metrics, and dashboards to track adoption and ROI. Required Skills & Qualifications • Extensive hands-on experience with Microsoft Azure (compute, networking, storage, security, monitoring, governance)., • Proven experience performing cloud assessments and migrations for enterprise environments., • Strong architecture skills: creating As-Is / To-Be diagrams and roadmaps., • Experience building business cases and financial justification for cloud adoption and growth., • Knowledge of IT infrastructure, application stacks, and enterprise architecture frameworks (TOGAF, Zachman, etc.)., • Strong communication skills for translating technical findings into business recommendations., • Familiarity with Azure pricing models, reserved instances, and cost optimization techniques. Preferred Certifications • Microsoft Certified: Azure Solutions Architect Expert, • Microsoft Certified: Azure Administrator Associate, • TOGAF or other enterprise architecture certifications, • ITIL, PMP, or other project/program management credentials Performance Metrics • Successful documentation of As-Is and To-Be architecture., • Development of actionable Azure migration roadmap., • Executive approval of Azure growth justification., • Cost optimization achieved post-Azure expansion., • Reduction in operational bottlenecks and improved scalability/resiliency.

Job Description We are seeking a Program Advisor who is passionate about making a difference in our community. At Lone Star Circle of Care (LSCC) we strive for exceptional, equitable patient care that leads to healthier communities. Our Program Advisors provide financial screening and program registration services for new and returning Lone Star Circle of Care (LSCC) patients/clients. Educate clients on the registration process and determine eligibility for applicable programs, including the LSCC Sliding Fee Discount Schedule, Medicaid, CHIP, MAP, WILCO, and other state or federal programs. The Program Advisor will be required to travel to other LSCC facilities as needed. This position requires the ability to build and maintain professional relationships across all levels of the organization and deliver excellent customer service. If you have the ambition and desire to work in a friendly and fun environment, LSCC is the place for you! A Day in the Life of a Program Advisor may look like this: • Provide accurate and timely program registration for new and returning LSCC patients., • Receive scheduled and unscheduled calls through Patient Navigation Center for program registration, • Perform thorough registration to ensure accurate program findings for Sliding Fee Scale assignment., • Allocate appropriate time to each call to support patient completion and appointment retention while maintaining workflow, • Make outbound calls as needed for registration, case follow-up, or scheduling., • Accurately identify programs for which patients may be eligible., • Collaborate with front office staff to ensure adherence to program registration policies and maintain clear, effective communication to support efficient patient intake and workflow., • Complete all registration documentation in a timely, accurate, and professional manner., • Use Medicaider, Electronic Health Records, insurance verification tools, and other systems to maintain complete and accurate patient documentation., • Complete all case documentation electronically, maintaining a paperless workflow., • Maintain appropriate electronic flags for timely patient follow-up., • Ensure documentation supports care coordination and program continuity., • Perform other duties as assigned. We ask our Program Advisors to possess a minimum of: • High school diploma or GED, • Proficiency with MS Office Suite (Word, Excel, and Outlook) and strong technical aptitude. The following experience/skills are preferred: • Associates degree, • Minimum of 1 year experience in program eligibility or related health and human-services work, • Bilingual English/Spanish language skills Key Success Factors Some key factors that will make an individual successful in this role: • The ability to problem solve, • Organizational skills, • Attention to detail, • Team player personality, • Time management Benefits LSCC offers a competitive benefits package, including: • Competitive salary;, • Medical, Dental, and Vision insurance;, • LSCC paid Life insurance;, • LSCC paid Short-Term and Long-Term Disability insurance;, • Paid Time Off; and, • 403b Employee Retirement Plan

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX Watch this short video to experience 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 Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: • How long with NM? Brian has been with Northwestern Mutual for 23 years., • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Jon Blake, Managing Director:, • Time with NM: Jon has been with Northwestern Mutual for 12 years., • Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills., • Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.Blake Watkins, Financial Advisor:, • Time with NM: Blake has been with Northwestern Mutual for 8 years., • Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth., • Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.Allison Woods, Chief Recruitment Officer:, • Time with NM: Allison has been with Northwestern Mutual for 14 years., • Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up., • Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.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 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., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • 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. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one’s balance sheet and cash flow in allocating into a diverse portfolio. Benefits: * Commissions, renewal income, advisory fees, monthly draw * Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability * Signing Bonus/Training Allowance upon eligibility * Hybrid working space with flexible hours Job Responsibilities: * Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations * Act as an advocate for your clients; commitment to enhance, enrich and serve that client base * Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions * Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Opes One Provides: Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements: * Life and Health Insurance Licenses * Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire)

Job DescriptionDescriptionAre you an elite sales professional looking to elevate your career in the competitive world of private aviation? Silver Air Private Jets is expanding, and we're seeking top-tier salespeople to join our dynamic team. If you're driven to build lasting relationships with high-net-worth clients, sell an industry-leading product, and be part of a company that values innovation and excellence, we want you onboard. Why Silver Air? At Silver Air, Private Jet Advisors are at the heart of our mission. We don’t just offer flights; we offer an unparalleled luxury experience. Our Flight Club, an invitation-only membership program, provides premium clients with seamless, hassle-free access to private jet services. As a PJA, you’ll have the opportunity to sell this exclusive membership and help clients streamline their private jet travel like never before. Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself. With industry-leading certifications from top independent auditing firms, Silver Air stands as a beacon of safety, trust, and premium service in private aviation. What We Offer • Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience. You'll be representing a brand that offers unparalleled service and benefits to its clients., • Aircraft Management Solutions: Sell a best-in-class aircraft management program designed to provide transparency, security, and efficiency for jet owners. Clients appreciate our approach, and you'll appreciate the opportunity to represent a truly competitive product in the marketplace., • Top Commissions & Earning Potential: We offer a highly competitive commission structure, rewarding your performance with industry-leading compensation. Your success directly translates into your financial rewards., • Exclusive Access to Elite Networks: Our strategic partnerships with luxury brands and high-end clubs open doors for you to build connections with affluent clientele and increase your reach in the market., • Work-Life Flexibility: Whether remote, hybrid, or in-office, we offer flexibility to balance your professional and personal life, ensuring you can thrive both in and outside of work., • Strong understanding of business relationships; excellent personal and intuitive skills to develop and maintain these relationships., • Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc)., • Be equipped with 2-5 years of hands-on Part 135 sales and sales operations experience, with proven expertise in developing and closing new retail sales opportunities to grow a successful book of business.WHAT YOU’LL LEAD: Your priorities are:, • Develop, implement and refine an effective charter marketing strategy by monitoring industry trends., • Partner with the executives to formulate, coordinate, and promote charter services., • Promote and sell charter block-time products., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Job Description JOB TITLE: Insurance Advisor DEPARTMENT: Sales - Private Client Group REPORTS TO: Private Client Group Sales Leader FLSA STATUS: Exempt POSITION SUMMARY: The Insurance Sales Advisor is responsible for driving business growth by attracting, advising, and retaining Private Client Group (PCG) clients. This role centers on building deep, trust-based relationships with individuals and families, helping them manage and mitigate long-term risk while earning the opportunity to serve as their trusted insurance advisor. Successful candidates will have a proven track record in sales, particularly in consultative, relationship-driven environments, with the ability to convert relationships into enduring client partnerships. The ideal advisor is skilled at identifying and understanding the unique insurance needs of Private Client Group members, delivering tailored insurance solutions. KEY RESPONSIBILITIES: • Proactively generate, pursue, and convert new business opportunities within the Private Client Group segment through networking, referrals, and targeted prospecting., • Conduct comprehensive needs assessments, present customized insurance solutions, and deliver formal proposals to clients., • Build and maintain lasting relationships by providing superior service, ongoing risk management advice, and regular policy reviews., • Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients., • Negotiate with carriers, evaluate quotes, and ensure all policies meet the unique needs and expectations of Private Client Group clients., • Develop and implement an individual business plan annually to align with organizational goals., • Provide tailored services to meet clients' needs, fostering long-term partnerships and ensuring client satisfaction., • Stay current with market trends, product offerings, and regulatory requirements relevant to private client insurance., • Represent CCIG professionally at industry events and within the community to enhance the company’s reputation and visibility among Private Client Group prospects. FUNCTIONAL/TECHNICAL KNOWLEDGE & SKILLS: • Exceptional communication, presentation, and relationship-building skills, both over the phone and in person., • Must have or be able to obtain a State of Colorado or State of Texas P&C Insurance License to practice., • Strong networking capabilities and a consultative, client-focused approach to sales and relationship-building., • Proven ability to prospect, sell, and negotiate insurance solutions to new and existing clients., • Proficiency with CRM (Applied Epic) and insurance management software (e.g., Salesforce, HubSpot), and Microsoft Office Suite for client management and reporting., • Excellent written and verbal communication for preparing proposals, delivering presentations, and managing client interactions., • Ability to prioritize tasks, manage multiple clients, and meet deadlines in a fast-paced environment. COMPENSATION INFORMATION: • First Year Salary Range: $65,000 - $125,000, • Total Compensation = Pay + Commissions + Benefits, • FLSA Status: Exempt CCIG OFFERS AMAZING BENEFITS: Affordable and comprehensive health insurance with plan options through Cigna, VSP, Delta Dental and Unum. A strong work life balance, with a 37.5 hour work week and an exciting summer time off program. A focus on community involvement, wellness for our employees, and continued education; paid volunteer time, gym membership reimbursements, standing desks, paid maternity leave, fresh fruit at the office, and great training programs both internally and externally through CCIG paid courses and designations classes. Dress for your day office environment and, most importantly, CCIG has a company culture that can’t be beat with a collaborative, supportive, and fun work environment! We offer a transparent and competitive compensation structure, including base salary, commission opportunities, and eligibility for partnership consideration. Our approach fairly recognizes both individual performance and team contributions, with clear criteria for advancement.

Job Description Why CCI? CCI Systems, Inc. is an Employee-Owned Telecommunications Company based in Iron Mountain, MI with 60+ years of industry knowledge and experience. Our outstanding team-based work culture and environment has allowed us to grow, develop, and retain long-term employees. We offer a comprehensive benefits package, competitive pay, flexibility, paid on the job training, professional development, and inspire you to be bold, yet accountable. We value our employees’ hard work and determination and REWARD results all while having fun! We are seeking a Business Development Strategist who will operate as a consultative growth leader responsible for driving strategic engagements across CCI Systems’ Consulting Solutions portfolio—including feasibility studies, network expansion and capex planning, due diligence, grant funding support (BEAD and others), site acquisition, etc. This role is focused on identifying, developing, and closing new business opportunities with cable operators, fiber providers, FTTH companies, ISPs, energy and gas utilities, wireless entities, data center operators, tribal operators, and beyond. With a deep understanding of broadband infrastructure and public-private funding dynamics, the Business Development Strategist serves as a trusted advisor to clients navigating complex technical and financial decisions. This role partners closely with Regional Account Managers, functioning as an embedded overlay resource to accelerate pipeline velocity and expand wallet share within existing accounts. They bring domain expertise, strategic insight, and solution fluency to client conversations by translating technical capabilities into business outcomes. The ideal candidate combines consultative selling acumen with a strong grasp of network architecture, regulatory frameworks, and buying drivers. Responsibilities • Identify and qualify new business opportunities across broadband, fiber, utility, wireless, and other communication network infrastructure sectors., • Develop and execute go-to-market strategies for market development consulting services., • Contribute to the development of frameworks, templates, and playbooks for consulting services., • Partner with Regional Account Managers (RAMs) as a strategic overlay to drive consultative sales., • Participate in RFP responses and collaborate with functional groups required for completion., • Collaborate with marketing to analyze market trends and competitive dynamics, identifying opportunities that inform outreach strategies and positioning., • Serve as a trusted advisor to clients—translating technical solutions into business value., • Co-chair annual business reviews and client meetings to identify opportunities for future business., • Lead discovery sessions to understand client pain points, funding goals, and infrastructure needs., • Present tailored consulting offerings that align with client objectives, funding opportunities, etc., • Build and nurture long-term relationships with key stakeholders across public and private sectors., • Collaborate with consulting engineers to create and oversee feasibility studies, due diligence assessments, and ROI modeling and other related networks consulting engagements., • Influence deal strategy, pricing, and proposal development for consulting-led opportunities., • Accelerate pipeline velocity by identifying cross-sell and upsell opportunities within existing accounts., • Leverage CRM to track and report on engagements, progress, conversion rates, and revenue impact., • Support scoping and kickoff of consulting engagements to ensure alignment with client expectations., • Collaborate with delivery teams to ensure seamless handoffs and execution of scoped work., • Provide feedback loops to improve service offerings, pricing models, and delivery methodologies., • Represent CCI Systems at industry events, conferences, and webinars as a subject matter expert., • Stay current on federal/state funding programs, regulatory changes, and emerging technologies., • 5+ years of experience in technical product development (including go-to-market planning and successful product/service launches), technical sales, business development, broadband, IT, fiber, telecommunications, or related infrastructure sectors., • Bachelor’s degree in Business Administration, IT, or a related field preferred., • Proven track record of driving accretive product growth., • Documented success in closing consulting or technical engagements valued at $50,000+, with evidence of exceeding sales targets., • Strong communicator, systems thinker, and strategic executor., • Experience with tools like LinkedIn Sales Navigator, Copilot Studio, and CRM platforms., • Experience with Microsoft office tools and industry leading CRM tools., • Ability to think strategically and manage multiple customers and projects simultaneously., • Proven ability to be self-motivated, manage time, and effectively prioritize and execute tasks in a high-pressure environment., • Demonstrates a solid understanding of business finance to support strategic decision-making and solution alignment. Additional Information • 25% travel nationwide is required., • Must have a valid driver's license with an acceptable driving record., • Compensation: base salary range 120k-150k plus quarterly incentives., • Benefits: healthcare, retirement, paid leave (e.g., sick leave, PTO, company holidays), life insurance, AD&D, short-term disability, FSA, education reimbursement, wellness reimbursement, and employee assistance program (EAP). #LI-DNI

Job DescriptionAbout Logistis for Designers At Logistis for Designers, we specialize in empowering creative entrepreneurs by providing tailored financial services that help design businesses thrive. We believe that numbers don’t have to be intimidating — especially when you have a friendly, knowledgeable team by your side. Our mission is to simplify financial management so designers can focus on what they do best: creating beautiful spaces, products, and experiences. Position Overview As a Client Manager at Logistis for Designers, you’re more than just a financial liaison — you act as an extension of each client’s design team. You genuinely care about your clients' businesses as if they were your own, investing time and energy to help them succeed. You thrive on human connection, love hopping on Zoom calls, and are passionate about helping designers better understand their numbers and grow confidently. In this role, you will manage a team of bookkeepers, ensuring that all client work is completed accurately and on time. While you won’t be performing the bookkeeping yourself, you will review, approve, and validate all financials and reports before they are delivered to clients — ensuring they make sense, are error-free, and meet our high standards. As an advanced accountant, you’ll also serve as the go-to expert for complex accounting questions from both your team and clients. You provide guidance, solve problems, and ensure financial integrity across all deliverables. In addition to overseeing financial operations, you will be responsible for identifying and recommending opportunities to upsell our services to existing clients based on their evolving business needs. This consultative approach ensures clients receive the support they need while contributing to overall company growth. Your mission is to provide an outstanding client experience by overseeing the production process, maintaining financial accuracy, and translating complex data into clear, actionable insights for your clients. Key ResponsibilitiesTeam Leadership & Financial Oversight * Manage a team of bookkeepers, ensuring client work is completed accurately, efficiently, and on schedule. * Act as the final reviewer — you don’t do the bookkeeping, but you ensure it’s correct, logical, and client-ready. * Review and approve all financials and reports before they are presented to clients, guaranteeing accuracy, clarity, and consistency. * Provide mentorship and guidance to bookkeepers, fostering a culture of quality and continuous improvement. * Address and resolve any discrepancies or issues identified in bookkeeping outputs. * Ensure workflows in Karbon are properly managed and team communications remain timely. Advanced Accounting Expertise * Leverage your advanced accounting knowledge to answer complex accounting questions from your production team and clients. * Serve as the internal authority on nuanced accounting matters related to creative businesses. * Offer strategic financial advice, ensuring compliance with best practices and industry standards. * Troubleshoot and resolve accounting challenges with confidence. Client Relationship Management * Build and nurture strong relationships by serving as a trusted advisor and extension of each client’s design team. * Care deeply about your clients' businesses — treating them like your own and proactively supporting their success. * Lead monthly client calls, simplifying financial concepts and providing actionable insights. * Identify opportunities to enhance services as clients' businesses evolve. * Upsell additional services where appropriate, ensuring clients receive tailored support to meet their current and future needs. * Maintain an open communication style — never hiding behind emails — and prioritize personal engagement through Zoom or phone. Strategic Support & Advisory * Monitor client financial health and offer proactive recommendations, especially when key metrics such as gross profit margin or net income indicate concerns. * Provide clients with practical tips and best practices for running a profitable design business. * Act as a support system for designers navigating daily business operations. Who You Are * Experienced Leader: You have experience managing accounting or bookkeeping teams and ensuring high-quality deliverables. * Advanced Accountant: You possess strong technical accounting skills and confidently address complex financial questions. * Quality Controller: You excel at reviewing work, spotting inconsistencies, and ensuring every deliverable is accurate and polished. * Communicator at Heart: You thrive in client-facing roles and enjoy building lasting relationships. * Proactive & Solution-Oriented: You anticipate challenges and resolve them before they escalate. * Educator & Advisor: You simplify complex financial information for clients and mentor internal teams. * Organized & Detail-Oriented: You manage multiple priorities seamlessly, keeping both clients and teams on track. * Team Player & Leader: You collaborate effectively while guiding your team to success. * Humble & Direct: You know when to listen and when to provide clear, confident direction. Qualifications * Proven experience managing bookkeeping or accounting teams. * Strong advanced accounting knowledge with the ability to address complex financial scenarios. * Experience in client management, account management, or a similar client-facing role (preferably in accounting, financial services, or professional services). * Deep understanding of financial statements, bookkeeping processes, and profitability metrics. * Excellent communication, leadership, and interpersonal skills. * Familiarity with Karbon or similar workflow/project management tools is a plus. * Passion for working with creative professionals, especially within the design industry. * Ability to work independently in a remote environment while staying highly collaborative. Why Join Logistis for Designers? We offer a comprehensive benefits package designed to support your well-being and professional growth: * Fully Remote Work Environment * Competitive Salary: $70,000 – $75,000 USD per year, based on experience * Health Insurance, dental and vision plan * 401(k) Plan - no matching just access to account * Paid Time Off & Holidays * Manager’s Unlimited PTO Policy * Remote Office Setup Stipend ($300) * Monthly Internet & Phone Stipend * No Weekends * Growth Opportunities

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 Description Position Title: Financial Advisor Securities Exempt Status: Exempt (17B) Reports to: President, Southside Investment Services Location: Austin Domain Benefits: • Medical, Prescription Drugs, Dental, and Vision Insurance, • Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment, • 401(k) with a Match, • Basic, Voluntary, and Dependent Life Insurance, • Paid Time Off, • Paid Bank Holidays, • Workplace Wellness Programs, • Employee Assistance Programs Essential Functions: • Interviews and counsels customers to obtain financial background and investment goal information needed to develop a customer profile and to assist in determining appropriate investment strategies under the direction of the Financial Advisor., • Remains thoroughly informed regarding NDIP and Bank changes in services, products and policies., • Cross-sells other Bank products and services to new and existing customers to generate new business., • Supports team on operational and client related issues., • Processes new business and completes new business related functions., • Opens customer accounts, maintains customer files and records in accordance with OSJ requirements and prepares all required reports., • Maintains a current understanding of stated procedures and policies, including regulatory compliance issues., • Participates in continuing educational courses, as required, through NDIP, the Financial Advisors Manager and mutual fund, broker/dealer and insurance company wholesalers., • Maintains NDIP Investment Center and display areas and handles public relations within branch locations., • Reads and understands NDIP Compliance Manual and remains current on all communications from NDIP Compliance Department., • B.S. Degree in Finance, Accounting and/or Business-related field; and/or 5+ years related experience., • Strong interpersonal, written and verbal skills., • Exceptional organizational, analytical and critical thinking capabilities., • Strong project management skills., • Series 7 and 66 licenses required., • Previous sales and service support in a banking environment required., • Ability to build relationships with customers and Bank personnel., • Detailed oriented with excellent analytical skills., • Excellent verbal, non-verbal and interpersonal skills., • Excellent organizational & time management skills., • Excellent attitude & an extraordinary client service orientation., • Ability to handle multiple tasks & operate on tight deadlines., • Self-motivated and self-reliant with a business appearance and demeanor., • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write information and respond to questions from groups of managers, clients, customers, and the general public., • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry., • Ability to define problems: collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables., • Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc., • Must be able to remain in a stationary position 90% of the time., • The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc., • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone., • Constantly positions self to operate on a computer., • Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Description About the Role: This is a role for the advisor who thrives in complexity and brings structure to chaos. As Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families to provide integrated, high-impact solutions across tax, financial, operational, and investment landscapes. You’ll lead a sharp, multidisciplinary team that functions as the strategic backbone to our client relationships—helping families translate goals into action, manage sophisticated deal flow, and execute planning with precision. This is a senior seat with room for meaningful influence. What You'll Lead Tax & Financial Strategy • Develop and oversee tax-optimized wealth and income strategies., • Lead advanced cash flow modeling to inform near-term planning and long-term capital allocation., • Guide due diligence for private equity, venture capital, and direct investments., • Evaluate structures, risks, and alignment with the family’s overarching financial architecture., • Advise business-owning families on performance, structure, and exit readiness., • Drive strategic planning for operating companies, special projects, and family enterprises., • Manage a team of strategic consultants and analysts—delivering clear, consistent client value., • Maintain accountability across workflows, deliverables, and relationship health. Depth of Experience • 10+ years in UHNW tax planning, financial consulting, or advisory roles., • Exposure to deal structuring, due diligence, or business strategy is critical., • Bachelor’s in Finance, Accounting, or a related field required; advanced degree preferred., • CPA, CFA, JD, or MBA credentials are a strong plus., • You know how to lead conversations in the boardroom and the family office., • You're comfortable managing others and setting a standard of excellence., • Intellectually Rigorous Work – Dive into complex financial systems and strategic planning that matter., • Elite Clients & Challenges – Collaborate with founders, operators, and global families making consequential decisions., • Leadership Opportunity – Guide a talented team, contribute to firm strategy, and shape client outcomes., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service

Job DescriptionCompany Description Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters — to you, to your community, and to the world. Progress starts with you. Job Description Visa is seeking a dynamic and experienced Sr. Manager, Talent Management and Development (TM&D) Partner to support the design and execution of talent strategies and development programs that enable Visa’s business priorities. Working closely with People Business Partners (PBPs), enterprise talent teams, and business leaders, this role turns strategy into action—delivering talent management processes, leadership development programs, and organizational and team effectiveness initiatives. This role will manage program logistics, coordinate stakeholder engagement, and ensure smooth delivery of TM&D initiatives across functions and regions. Responsibilities include implementing talent processes, facilitating workshops, and tracking progress against milestones, helping leaders and teams adopt best practices that accelerate employee growth, development, and retention. This role will report to the Sr. Director, Talent Management & Development Partner. Key Responsibilities: · Lead execution of global talent management processes (performance management, promotions, succession planning, talent reviews) for assigned functions or regions, ensuring alignment with enterprise priorities. · Consult with People Business Partners and leaders on talent insights, org design, readiness, and development actions, helping embed TM frameworks and leadership expectations into business practices. · Design, adapt, and facilitate leadership development programs (workshops, assessments, learning experiences) tailored to regional or functional needs. · Analyze talent data and produce insights, dashboards, and presentations for senior stakeholders, enabling high-quality talent decisions. · Support executive assessments, coaching engagements, and high-potential development programs, ensuring follow-through on career and development actions. · Partner with global TM&D teams to evolve processes and tools, providing user feedback and regional/business insight to improve design and adoption. · Drive communication, change management, and stakeholder engagement to ensure strong uptake of talent and leadership practices across the employee lifecycle. Essential Functions: • Manage end-to-end delivery of TM and leadership development practices for a major region, function, or employee population., • Act as a trusted advisor to PBPs and leaders on talent strategy, development planning, and organizational capability needs., • Directly influence leadership readiness, talent mobility, and succession pipeline strength., • Shape and deliver development experiences that impact leaders globally and support enterprise culture evolution., • Leverage enterprise mindset to see interdependencies across talent/learning initiatives, programs, etc. and “connect the dots” to broader org and talent priorities This hybrid position will work from a Visa office at least three days per week. Qualifications Basic Qualifications: • Bachelor’s degree in Human Resources, Business, Organizational Psychology, or related field., • 5–8 years of experience in talent management, leadership development, or organizational development., • Strong facilitation and communication skills with the ability to engage leaders at multiple levels., • Demonstrated experience leading talent processes and partnering with HR and business stakeholders., • Strong analytical capability, including experience interpreting talent data and developing insights for senior audiences., • Comfort with uncertainty, ability to manage in ambiguous environments, and adapt to change. Preferred Qualifications: · Master’s degree (HR, OD, Business) or professional certifications in coaching, assessments, or leadership development. · Experience with leadership assessments (e.g., 360, Hogan) and adult learning methodologies. · Experience in a global, matrixed organization; comfort navigating cultural and organizational complexity. · Experience with Workday or comparable talent systems. · Strategic partner with strong judgment advising senior leaders. · Comfortable using data and insights to guide decisions and measure impact. · Experience designing and delivering talent management and leadership development experiences. · Excellent written and verbal communication. Ability to communicate complex insights clearly and concisely to varied audiences. · Strong facilitation and executive presence in high-stakes settings. · Effective in leading and supporting teams through change. · Strong program management skills with attention to detail and follow-through. · Strong business acumen and ability to translate business needs into people solutions. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $127,300 to $175,500 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job DescriptionCompany Description KIPP Texas Public Schools is a network of 59 public charter, open-enrollment, pre-k-12 schools educating nearly 34,000 students across Austin, Dallas-Ft. Worth, Houston, and San Antonio. Together with families and communities, our mission is to create joyful, academically excellent schools that prepare students with the skills and confidence to pursue the paths they choose —college, career, and beyond—so they can lead fulfilling lives and build a more fair world. Founded in Houston in 1994 and operating as KIPP Texas since 2018, we are looking to hire a diverse team of dynamic, collaborative, and dedicated individuals with an unyielding belief that every child will succeed. KIPP Texas is a team and family with an unwavering commitment to creating classrooms, offices, and communities rooted in belongingness, academic success and joy. KIPP Texas is part of the national KIPP network of 255 college-preparatory public charter schools in 20 states and the District of Columbia. Nationwide, KIPP students complete four-year college at a rate of 36 percent, comparable to the national average for all students. Job Description Counseling services can transform college and career dreams into a reality. Evidence has shown that the lack of access to information and guidance on college admissions and financial aid is a prohibitive barrier for many low-income families. In the absence of good information, many families develop misconceptions about what it takes to get into and graduate from college or vocational schools. By employing a diverse range of outreach efforts – from individualized, one-on-one meetings to large-group workshops and seminars – the KIPP Forward program closes the information divide for KIPP Texas students and families, breaking down the barriers to career success. The goal of the College Transition Advisor is to help students transition successfully from high school to college or their postsecondary pathway of highest rigor and aims to ensure that all of our students are provided with the necessary information, guidance and coaching needed to reach their post-secondary goals. The College Transition Advisor will work closely with KIPP high school seniors and the college and career counseling team throughout the school year, to ensure KIPPsters have completed all of the necessary and critical tasks through completion of their first semester after high school. This role includes significant student outreach to schedule advising sessions, monitor progress towards goals, and promote enrichment opportunities. Once KIPPsters enroll in their postsecondary program, the College Transition Advisor will provide summer enrollment support and resources for KIPPsters as well as targeted outreach throughout their first semester of college. The College Transition Advisor will be responsible for collecting data, maintaining a student caseload and preventing summer melt as KIPPsters matriculate to and enroll in their first semester of college. Duties and Essential Job Functions: ● Oversee the successful transition of high school seniors into college, training, and careers ○ Develop positive, appropriate, meaningful relationships with students, parents, college and financial aid advisors, and fellow staff members and teachers. ○ Support in building college going culture with students during the fall of senior year through small group pull- outs and Passion, Purpose and Planning advising. ○ Engage in one-on-one conversations with current KIPP high school seniors about their postsecondary plans and assist each student with postsecondary enrollment, orientation, financial aid verification (review and accept awards, loan counseling, SAP eligibility, graduation requirements, etc.), and ensure student registration. ○ Planning and execution of College Exposure visits for juniors and seniors. ○ Planning and execution of Parent and Family Education Nights in the fall and spring. ○ Develop and deliver college and career transition lessons to high school seniors during senior seminar class ○ Collect and track matriculation steps and critical forms (financial aid award letters, final high school transcripts, FERPA forms, DD4, etc.) ● Support a caseload of alumni during the first semester of college ○ Engage in consistent outreach to students and alumni to confirm and verify fall enrollment. ○ One college campus visit per week in the fall semester to check-in on alumni in person. ○ Provide advising and coaching to help alumni navigate the critical challenges often faced by underserved communities when enrolling into college and training programs. Update and maintain the alumni database ○ Track and maintain records of student contact information changes, coaching calls, pulse-checks, matriculation steps, and verification of enrollments of alumni in college using the Alumni Database (Salesforce); ○ Assist with data collection for annual report and program evaluation; Qualifications Required Education and Experience: ● Bachelor’s degree from an accredited four-year institution ● Professional development course provided by the KIPP Foundation, and other college and career readiness partners, is essential ● Prior experience working with college students and helping them achieve academic success ● Strong active listening (i.e. seeks to understand the needs and motivations of students.) and coaching skills ● Demonstrates knowledge of and respect for the cultures of the community served ● Demonstrates a growth mindset with the ability to inquire and be open to feedback ● Outstanding project management skills, with an ability to manage multiple tasks and projects simultaneously and meet agreed upon deadlines in a fast-paced environment ● Proven ability to collaborate and build relationships with stakeholders across functional and organizational lines Knowledge, Skills & Abilities: ● Articulate, professional demeanor with strong self-confidence and initiative ● Good interpersonal skills; Ability to work with a wide-range of people including teachers, parents, students, alumni, corporate partners, vendors and admissions personnel ● Proficient knowledge of college admissions and persistence ● Proficient knowledge of the financial aid processes ● Proficiency in using online databases to track student data ● Proven written and verbal communication skills ● Strong organizational and planning skills ● Comfortable using data dashboards ● Demonstrates a high proficiency with Microsoft Office and Google Drive, and has previous experience utilizing a database, i.e. Salesforce ● Proficiency using computers, printers, copy machines, fax machines, scanners, and telephones ● Strong command in using the internet and social media websites Required Licensure/Certification/Specialized Training: ● Proficiency using computers, printers, copy machines, fax machines, scanners, and telephones Strong command in using the internet and social media websites Physical Requirements: • Remaining in a stationary position, often standing or sitting for prolonged periods., • Moving about to accomplish tasks or moving from one worksite to another., • Communicating with others to exchange information., • Must be able to lift and carry or otherwise move up to 20 pounds occasionally. Work Environment: ● August through September 30th ○ College Campuses ○ SSP offices ○ High School as requested ● October through June 30th ○ High School 3 days per week ○ SSP office 1 day per week ○ College Campus 1 day per week (fall only) Travel Requirements: ● Able to travel to KIPP campuses, local college/university campuses and other career/training campuses as needed. Additional Information Compensation and Benefits Salary is based on years of experience, degree of education, and level of expertise. As a full-time KIPP Texas employee you are eligible to participate in all KIPP Texas’ benefit plans. KIPP Texas offers a robust variety of benefits choices with competitive rates, including medical, dental, and vision options, life insurance, plans starting as low as $25/month. Some positions might be temporary and only available for the 2025-2026 school year. KIPP provides equal employment opportunities for all applicants and employees. As an equal opportunity employer, we hire without consideration of race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status, or disability.

Job DescriptionHead of Human Resources Location: Austin, Texas (On-site but with flexible hours and ability to work from home one-ish days/week) Reports To: President, Digital Products Team Size: ~90 employees mostly in Austin, TX and Des Moines, IA Company Overview Austin Capital Bank is a fast-growing, tech-forward community bank based in Austin, Texas. We’re a nationwide leader in responsible financial innovation—combining the stability of a 500 million dollar regulated bank with the agility of a fintech. Our mission is to deliver simple, reliable, and customer-friendly financial products that improve the financial well-being of people across the country. Our products have touched over a million customers in all 50 states. We’ve been recognized on the Inc. 5000 list of fastest-growing companies multiple years in a row—and we’re just getting started. Our team members are approachable, attentive, and trusted problem-solvers who take pride in doing right by our customers and each other. Why You’ll Love Working Here • A team that feels like a team – Supportive coworkers, approachable leaders, and a culture that values listening, learning, collaboration…and good snacks, • It feels great to contribute to a company that’s winning and growing – our financials say it all – we’re nicely profitable and gaining market share., • Opportunities to grow – Career development, tuition assistance, and room to explore roles across the bank., • 100% Employer-paid medical, dental, & vision insurance – Full coverage for employee-only plans, with affordable family options., • Wellness program – Extra funds from us to help cover your out-of-pocket medical expenses., • Generous paid time off – Start with 16 days per year that grows with tenure., • Paid holidays – 11+ per year, so you can truly unplug. At Austin Capital Bank, every team member embodies our values. We work, hire, promote, and lead by them: • Wicked Smart – Intellectually and emotionally self-aware., • Take Initiative – A bias to action, movement forward., • No Big Egos – Self-confidence with humility., • Honesty – Respectful and direct forthright communication., • Curiosity – Innovation doesn’t come from drawing within the lines.If you’re someone who rolls up their sleeves, leads with integrity, and believes that kindness and high performance can coexist, you’ll fit right in. About the Role We’re looking for a Head of Human Resources to lead the people function at Austin Capital Bank and shape the next chapter of our growth. This role is both strategic and hands-on, perfect for an HR leader who wants to make a tangible impact on culture, talent, and organizational excellence. You’ll oversee all aspects of the employee experience—from recruiting and onboarding to development, compensation, and compliance—while cultivating a workplace where every team member can prosper and deliver maximum value and impact. Key Responsibilities • Talent Acquisition & Onboarding, • Lead full-cycle recruitment across departments, ensuring a seamless, inclusive, and values-driven hiring process., • Design and manage an onboarding experience that helps new team members feel connected, confident, and productive from day one., • Compensation, Benefits & HR Operations, • Develop and maintain competitive and equitable compensation structures and benefits programs., • Oversee payroll, HRIS, and benefits administration, ensuring compliance and operational excellence., • Conduct periodic compensation benchmarking to stay competitive in the fintech and banking sectors., • Employee Development & Engagement, • Build training, coaching, and career development programs that align with individual growth and company goals., • Support leaders in performance management, goal setting, and feedback best practices., • Champion initiatives that strengthen engagement, inclusion, and employee satisfaction., • Employee Relations & Culture, • Serve as a trusted advisor to employees and managers on HR-related issues, fostering trust and collaboration., • Promote a workplace culture rooted in transparency, respect, and accountability., • Manage employee relations and conflict resolution with fairness and professionalism., • Compliance & Risk Management, • Ensure full compliance with federal, state, and local employment laws and banking regulations., • Maintain and update company policies and employee handbooks., • Partner with legal and leadership teams to minimize risk while supporting innovation., • Strategic Leadership, • Collaborate with the executive team to align HR strategy with business objectives and growth plans., • Lead organizational design, workforce planning, and culture-building initiatives as the company scales., • Track and report on key HR metrics to inform leadership decisions and identify improvement opportunities.Qualifications, • 8+ years of progressive HR experience, with at least 3 years in a senior leadership role., • Proven success building and leading HR functions in high-growth environments (preferably fintech, banking, or tech)., • Strong understanding of employment law, compensation design, and compliance in a regulated industry., • Excellent communication, emotional intelligence, and conflict-resolution skills., • Experience with HRIS systems, performance management tools, and modern HR practices., • Bachelor’s degree in Human Resources, Business, or related field (Master’s or HR certification preferred).Success Looks Like, • A high-performance, high-trust culture where employees thrive., • Strong alignment between HR programs and business goals., • Low turnover, high engagement, and clear career growth pathways. iRqa7JLpcK

Job DescriptionAI SOLUTIONS DEVELOPER (RALEIGH, NC) FuntoNetwork IT Consulting Empowering Businesses with Innovative IT Solutions Position: AI Solutions Developer Department: Innovation & Advanced Technology Location: Raleigh, North Carolina (Hybrid: 3 days in office, 2 days remote) Type: Full-Time, Exempt Reports To: Chief Technology Officer Office Location: Raleigh-Durham Research Triangle Area About FuntoNetwork At FuntoNetwork, we believe that artificial intelligence represents the next frontier of business innovation, and we're strategically planting our AI practice in the heart of North Carolina's technology corridor. Based in Charlotte with our new AI division in Raleigh, we're positioned to leverage the Research Triangle's world-class talent pool, academic partnerships, and vibrant tech ecosystem. We develop custom AI solutions, intelligent automation, and machine learning applications that transform how businesses in the Southeast and beyond operate, compete, and grow. Position Overview: Join Our Raleigh AI Innovation Hub We are establishing our AI Development Center in Raleigh and seeking a foundational AI Solutions Developer to lead this initiative. This is more than a job—it's an opportunity to build something significant in one of America's premier tech regions. You will be our first Raleigh-based AI specialist, responsible for designing, developing, and deploying cutting-edge AI/ML solutions while helping us establish partnerships with local universities (NC State, Duke, UNC), research institutions, and tech companies. You'll work on diverse AI challenges across industries while being embedded in the Research Triangle's innovative community. Why Raleigh for AI Development? • Academic Powerhouse: Direct access to NC State's AI/ML programs, Duke's AI research, and UNC's data science initiatives, • Industry Ecosystem: Located in the #1 best place for tech jobs in the Southeast, surrounded by IBM, Red Hat, SAS Institute, Cisco, and growing AI startups, • Cost Advantage: Compared to Silicon Valley or NYC, Raleigh offers exceptional talent at competitive rates with lower operational costs, • Quality of Life: Consistently ranked among best places to live, work, and innovate with exceptional schools, parks, and cultural amenitiesKey Responsibilities, • AI Solution Development: Design, build, and deploy custom AI/ML models and applications for clients across healthcare, finance, manufacturing, and biotech sectors prevalent in the Research Triangle region., • Research Triangle Integration: Establish and maintain relationships with local academic institutions for talent pipeline, research collaboration, and staying current with emerging AI technologies developed in the region., • End-to-End ML Pipeline: Develop complete machine learning pipelines using Microsoft Azure AI Services and AWS SageMaker, with particular focus on solutions relevant to regional industries (healthcare analytics, supply chain optimization, predictive maintenance)., • Client Engagement: Work with Southeastern US clients to identify AI opportunities, develop solution architectures, and deliver measurable business value through intelligent automation and predictive analytics., • Local Tech Community Leadership: Represent FuntoNetwork at Raleigh-Durham tech meetups, AI conferences, and university career events. Build our brand as an AI innovator in the local ecosystem., • Solution Integration: Create AI solutions that integrate with clients' existing Microsoft ecosystems (common in corporate environments throughout NC/SC/VA/TN)., • AI Ethics & Governance: Implement responsible AI frameworks suitable for regulated industries common in the region (healthcare, finance, pharmaceuticals).Required Qualifications & Skills, • Experience: 3-5 years of professional AI/ML development experience, preferably with exposure to Research Triangle companies or academic collaborations., • Technical Mastery (Raleigh-Ready):, • Core: Advanced Python, scikit-learn, TensorFlow/PyTorch, • Cloud Platforms: Microsoft Azure AI/ML (strongly preferred) or AWS SageMaker, • Specialization: Experience in one or more areas relevant to Triangle industries: Healthcare/NLP, Predictive Analytics, Computer Vision, or Time Series Analysis, • Deployment: Production deployment experience using containers, APIs, and MLOps practices, • Local Network Advantage: Existing connections within Raleigh-Durham tech community, university AI labs, or local tech organizations is a significant plus., • Educational Background: Advanced degree (MS/PhD) in Computer Science, Statistics, or related field from a Research Triangle institution (NC State, Duke, UNC) is preferred but not required., • Communication Skills: Ability to explain complex AI concepts to both technical and business audiences, with experience presenting at tech meetups or conferences., • Certifications (Valued): Microsoft Certified: Azure AI Engineer Associate (AI-102), AWS Certified Machine Learning - Specialty, or credentials from local training programs.What We Offer in Raleigh, • Foundational Role: Be employee #1 in our Raleigh AI Center with autonomy to shape our local presence, hire additional team members, and establish our AI practice in the Research Triangle., • Strategic Location: Office in the Raleigh-Durham Research Triangle with easy access to:, • NC State University's Centennial Campus, • Research Triangle Park, • Downtown Raleigh innovation district, • Durham's American Tobacco Campus, • Competitive Raleigh Compensation:, • Salary range: $130,000 - $170,000 (adjusted for Raleigh market rates), • Relocation assistance available for exceptional candidates, • Equity/profit-sharing potential for this foundational role, • Performance bonuses tied to practice growth, • Benefits Package:, • Comprehensive health, dental, vision (Blue Cross NC options), • 401(k) with 4% company match, • Generous annual training budget ($5,000+ for conferences, courses, certifications), • Latest high-performance development hardware, • Flexible hybrid schedule (3 days office, 2 days remote), • Paid parking or transit allowance in Raleigh, • Professional Development:, • Company-paid attendance at local AI conferences (All Things Open, Raleigh Data Science Summit), • Membership in Research Triangle AI/ML professional organizations To apply, please submit: • Your resume highlighting AI/ML projects and any Raleigh/Research Triangle connections, • A cover letter addressing: "Why are you interested in building an AI practice in Raleigh, and what specific connections or experience do you bring to help establish our presence in the Research Triangle ecosystem?", • Links to GitHub, portfolio, or publications Interview Process: • Initial screening (virtual), • Technical assessment (practical AI problem-solving), • On-site interview in Raleigh (we'll fly you in if needed), • Healthcare Analytics: Partnering with Triangle healthcare systems and biotech firms, • Supply Chain Optimization: For manufacturing and logistics companies in the Southeast, • Financial Technology: AI solutions for Charlotte's banking sector with Raleigh development, • Agricultural Technology: Leveraging NC's agricultural industry with smart farming solutions, • Academic Research Translation: Converting university research into commercial applicationsStrategic Rationale for Samuel:, • Talent Access: Raleigh produces 8,000+ tech graduates annually from local universities, • Cost Efficiency: 30-40% lower salary costs compared to Silicon Valley for equivalent AI talent, • Industry Alignment: Research Triangle has concentrations in healthcare, biotech, and tech—perfect for applied AI, • Charlotte-Raleigh Synergy: 2.5-hour drive between offices enables collaboration while accessing different talent pools, • Competitive Advantage: Few MSPs have dedicated AI practices in the Southeast FuntoNetwork is proud to expand our North Carolina presence and contribute to the Research Triangle's growing reputation as an AI innovation hub. We are an Equal Opportunity Employer.

Job Description At Varicent, we're not just transforming the Sales Performance Management (SPM) market—we're redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here's why you'll thrive at Varicent: • Innovate with Purpose: Build impactful solutions for customers worldwide., • Join Excellence: Work in a diverse, collaborative, and innovative team., • Shape the Future: Lead in redefining revenue optimization. Success will be measured by Workday-sourced pipeline development, Workday-sourced bookings, customer adoption, and partner engagement outcomes. What You'll Do: • Lead the outreach, planning, and execution of in-person Workday Enablement Meetings, equipping Workday sellers to position Varicent effectively., • Drive the development of Workday-sourced pipeline through a combination of direct outreach to Workday account and opportunity owners (with tailored account-level POVs) and the ideation, design, and execution of 1:many marketing and ecosystem events., • Act as the Workday subject matter expert in support of Varicent Regional Sales Managers (RSMs) and Presales, shaping pursuit strategy and ensuring effective co-sell execution., • Maintain an accurate and timely weekly forecast, including opportunity notes and account status updates in CRM., • Collaborate cross-functionally with Marketing, Alliances, Services, and Product teams to align programs, messaging, and delivery to Workday's priorities. Experience • 7+ years in enterprise SaaS sales, presales, partner/alliances management, or business development roles., • 3+ years of experience working with or alongside ecosystem partners (Workday experience strongly preferred)., • Demonstrated ability to build pipeline through partner-led or co-sell motions., • Proven success enabling sellers and delivering partner-driven marketing programs. Skills & Knowledge • Strong relationship-building skills with partner sellers and executives., • Ability to deliver compelling presentations and facilitate in-person enablement sessions., • Deep understanding of enterprise software sales cycles and partner co-sell mechanics., • Strategic account planning, opportunity qualification, and pursuit support expertise., • Strong organizational discipline with CRM, pipeline management, and forecasting., • Industry-specific knowledge in at least one of Workday's priority verticals (e.g., Financial Services, Technology & Media, Professional & Business Services, Retail, or Manufacturing) with the ability to connect Varicent's solutions to industry-specific challenges and trends., • Familiarity with incentive compensation, territory and quota planning, or sales performance management processes is a plus. Education • Bachelor's degree in Business, Marketing, or related field required., • MBA or equivalent experience a plus. Success Factors: 1-3 Months • Onboard and gain deep knowledge of Varicent's solutions, Workday ecosystem strategy, and co-sell playbooks., • Establish relationships with Workday RVPs, AEs, and key Varicent stakeholders., • Deliver first Workday enablement session(s) and begin contributing to joint account planning., • Lead multiple in-person Workday Enablement Meetings and at least one 1:many marketing event., • Consistently contribute to Workday-sourced pipeline through account-level POV outreach., • Actively support pursuits in at least 3–5 joint opportunities, demonstrating role as Workday SME in co-sell environments., • Own quarterly Workday-sourced pipeline and ACV goals., • Serve as a trusted advisor to Workday sellers and a key enabler of Varicent field teams., • Expand influence by leading strategic initiatives such as connector adoption campaigns, customer storytelling, or competitive enablement., • Demonstrate measurable business impact: multi-million-dollar sourced pipeline, closed ACV wins, and broadened Workday ecosystem presence., • Prepare for future leadership by mentoring newer team members or taking on regional/industry ownership within the Workday program. Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Visa Commercial Solutions (VCS) team is a world-class commercial organization experiencing tremendous growth as we expand into new payment flows and continue to grow our core solutions. Our team brings payment solutions and associated services to clients around the globe. Our global clients and partners deploy our solutions to serve the needs of Small Businesses, Middle Market Clients, Large Corporate Clients, Multi Nationals and Governments. We work closely with Issuers, Processors, Payment Facilitators, Merchants, FinTechs and other ecosystem players to deliver these services. We believe that the market is at an inflection point whereby Visa can play a larger role in building and delivering solutions around the world. As our product suite grows and develops more complex options for clients, it is imperative that we have specific, deep knowledge of our capabilities to support sales teams and clients and convey where/how clients can make the most use of our capabilities. The Product Solution Design Sr Manager is responsible for technical solutioning, client engagement and “voice of the customer” for Visa Commercial Solutions with a focus on our Partner Program and APIs that enable B2B use cases. This position is accountable for driving detailed discussions with clients and delivering client-focused solutions. Additionally, the position will also provide expertise to solution for new areas of opportunity that may include new use cases, FinTech constructs or verticals. The ideal candidate is an experienced professional that understands both the business and technical aspects of payments and has a track record of delivering solutions that exceed client expectations. The candidate will bring prior experience in hands-on client management, product, sales solutioning and close knowledge of developments in B2B payments. The candidate must be creative and hands-on, have a bias towards action, and inspire others with their vision. Responsibilities • Experience in designing and implementing AI architectures, with a focus on GenAI and Agentic AI technologies., • Ability to work across disciplines, leveraging broad technical expertise to collaborate effectively with AI engineers, product managers, and infrastructure teams., • Work with sales teams to support the pre-sales engagement with key distribution partners for Visa B2B solutions (issuers, enablers, service providers), gaining deeper understanding of SMB and Large-Middle Market needs, priorities and use cases to support the sell in cycle., • Deliver technical sales solutioning for optimized onboarding and new integrated solutions. Product types include virtual card solutions, API integrations for B2B payment capabilities, and complex data solutions, • Partner with sales and partner teams to implement existing products to solve new business problems and capture requirements for areas that require development, • Assist Issuers, FinTechs and other ecosystem partners with onboarding onto the Visa Developer platform and other Visa Commercial Solution platforms, • Lead focused discovery sessions and workshops with clients and partners across a range of industries to understand client’s specific business requirements and value drivers, • Bring breadth of knowledge and technical expertise to solution for new use cases, FinTechs, and verticals. Pinpoint and enable use cases related to commercial applications with the goal of scaling. Develop a solution design and the necessary configuration that will effectively demonstrate that Visa can address the client’s needs and provide business value, • Drive adoption, best practices, and quantifiable value for our largest customers and during this process help create impactful relationships and strive to become their trusted advisor, • Optimize and expedite the partner onboarding process, actively engage with partners on feedback, and develop metrics to highlight progress, gaps and success criteria. Basic Qualifications 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 152,200 to 220,850 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job DescriptionBenefits: • 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 a Financial Advisor with Blake District - Northwestern Mutual! 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 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 thriving office is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX Meet some of our local team: Brian Vrana, Managing Partner: • How long with NM? Brian has been with Northwestern Mutual for 23 years., • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Jon Blake, Managing Director:, • Time with NM: Jon has been with Northwestern Mutual for 12 years., • Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills., • Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.Blake Watkins, Financial Advisor:, • Time with NM: Blake has been with Northwestern Mutual for 8 years., • Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth., • Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.Allison Woods, Chief Recruitment Officer:, • Time with NM: Allison has been with Northwestern Mutual for 14 years., • Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up., • Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.Key Responsibilities: As a Financial Advisor, 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 devices, 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. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. 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. Brian Vrana is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com WHO ARE WE LOOKING FOR? We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell's growth in the financial advisor marketplace. A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams. As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You're exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We're a growth stage startup after all. Last, but certainly not least, you're driven by a fresh perspective and entrepreneurial spirit. WHAT YOU WILL BE DOING? You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That's just the base-line. Day to day you will also be expected to: • Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate., • Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory., • Develop repeat regional relationships with new financial advisor prospects., • Maintain a robust retirement plan sales pipeline in your region., • Convert plan opportunities into closed won opportunities through a repeatable, scalable process., • Practice a proven and successful sales methodology (MEDDPICC)., • Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM., • Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc. The Necessities: • 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry, • Ability to carry a plan sale over the entire sales cycle from prospecting to conversion, • Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.), • Strong attention to detail and a passion for creating a top-notch selling environment and process., • A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline., • Self-starter who can operate well in a collaborative team environment., • Good knowledge of Salesforce, comfort level with other Sales technology, • Excellent written and verbal communication skills are a must., • Startup and/or financial services experience The expected OTE for this position is approximately $80K ($65K base + up to $15K variable), and uncapped commission. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table., • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives., • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime., • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Our thriving office is located at: 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666 Meet Our Local Leaders: Luke Borst Managing Director: • Time with NM: 10 years, • Prior Experience: Spent 5 years in business development at First National Bank of Omaha, • Passionate About: A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.Ty Terrazone Financial Advisor:, • Time with NM: 2 years, • Prior Experience: Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed, • Passionate About: Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.Brian Vrana Managing Partner:, • Time with NM: 23 years (started through the internship program in college), • Prior Experience: Farmer, • Passionate About: Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance.About Us: At Northwestern Mutual Greater San Marcos, we are on a mission to inspire action, maximize potential, and build lasting legacies across South Central Texas. As one of the fastest growing network offices in the country, were proud to be recognized as a Top 40 University District and home to standout leaders like Ty Terrazone, the number two Financial Advisor in the Southern Region for 2024. Our team brings together diverse backgrounds from farming and military service to corporate development, all grounded in our shared values of innovation, gratitude, excellence, and transparency. Beyond financial planning, our culture is rooted in community impact, with strong support for organizations like Dell Childrens Hospital, Alexs Lemonade Stand, and local fundraisers like Raising Dough and Raising Canes. At Greater San Marcos, we dont just plan, we lead with purpose. Position Responsibilities for a Financial Planner: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local, supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Luke Borst is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.