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Job Overview This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: • Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available., • Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets., • Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning., • Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps., • Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower., • Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed., • Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed., • Deliver on bi-monthly sales and conversation targets to earn incentive compensation., • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: • FINRA Series 7, 63, and 65 (or 66) registrations required., • 3+ years of financial industry experience with demonstrated sales success required., • Exceptional listening, verbal, and presentation skills., • In-depth understanding of retail investment vehicles and qualified retirement plans., • FINRA fingerprinting required. What Will Set You Apart: • A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals., • Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment., • Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations., • Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values., • Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 01-01-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Job DescriptionDo you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested in other cultures? Do you challenge yourself to continue to grow and develop? Then we are looking for you! Become a pioneer within our newly developed and growing presence in the Canadian market by becoming a Canadian Investment Counselor. As an Investment Counselor, you will be the face and voice of our client. You will spend your time on an assigned roster of high-net-worth clients, educating them on our top-down investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market. Your sole mission is to help your clients stay on track with their long-term financial goals. When you come to work for us as an Investment Counselor, we provide you with an arsenal of support, including: • An advanced finance and capital markets education through our training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage, • Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your “many hats” and become an expert in client relationship management and education, • Ongoing career development, empowering you to discover your own career path, • Opportunities for advancement driven by performance and attitude, • Competitive compensation that aligns your interest with the client’s, instead of working against each other • CFA (any level), • A thorough understanding of the investment industry, • A desire to develop longstanding relationships as opposed to selling products or trading accounts, • A tremendous desire to explore new opportunities and challenges, • Client-focused Don’t miss it, though, these are coveted positions within the firm and tend to fill fast. Take your career to the next level and apply today! From unmatched service to innovative perspectives on investing, it’s the people that make our client’s purpose possible. After all, it’s their people that enable them to offer the level of service that we do. And they invest in them accordingly, offering exceptional benefits like: • 100% coverage of premiums for health, vision and dental insurance, • A 50% 401(k) match, up to the IRS maximum, • 8 week paid Primary Caregiver Parental Leave, • And much, much more They also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.

Job Description Saturna Capital is seeking a motivated Wealth Advisor to help establish and grow our presence in Dallas, TX and the surrounding region. This role focuses on serving high-net-worth individuals and families (investable assets of $1 million+), with a special emphasis on the Muslim community and those seeking Islamic financial solutions. The ideal candidate will blend financial planning expertise, sophisticated wealth management strategies, and an understanding of Islamic financial principles. Location: Dallas-Fort Worth Metro Area Wage range: $97,000 - $140,000 Key Responsibilities High-Net-Worth Client Development • Source, cultivate and acquire relationships with affluent Muslim professionals, business owners, families and non-profits, • Develop centers of influence within the high-net-worth Muslim community, • Partner with financial planners to provide comprehensive financial planning, including retirement, estate, tax, and legacy solutions tailored to Islamic financial principles, • Educate clients on Sharia-compliant investing, screening processes, and ethical portfolio construction, • Focus on clients with $1M+ in investable assets, • Identify and participate in exclusive high-net-worth events and private gatherings, • Develop connections with estate planning attorneys serving the Muslim community, • Oversee account reviews, performance assessments, and ongoing strategy adjustments to align with both financial and religious objectives, • Structure Shariah-compliant portfolios in collaboration with portfolio managers, • Guide Islamic estate planning, business succession planning, zakat planning and charitable giving strategies. Required Qualifications • Bachelor's degree in Finance, Business, Economics, or related field, • At least two years of experience in financial services or a related area, • Understanding of, or willingness to learn, Islamic financial principles, • Confident, professional interpersonal and communication skills, • SIE, Series 7 and Series 65 licenses (or ability to obtain within 180 days of employment), • Ability to engage confidently with high-net-worth individuals, • CFP® designation or near completion, • Experience working with affluent clients, • Familiarity with the Muslim community, • Additional languages (Arabic, Urdu, etc.) is a plus, • Experience in private banking or wealth management Our Employee Benefits package includes: • Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees/ 50% for dependents, • Health Savings Account, Employee Assistance Program, regular Wellness activities, • 401k with up to a 7.5% match, • Profit sharing and annual performance bonuses, • Personal and Vacation pay, • 10 paid holidays (per NYSE holiday schedule), • Paid Parental, Bereavement and Jury Duty leaves, • Up to $1,000 per month in childcare/tuition assistance, • Adult continuing education and professional development assistance, • Home-buyer assistance program, • Gym membership reimbursment program Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds, a variety of private clients, and pooled investment funds. With an emphasis on sustainability, ongoing education, and overall employee wellness, Saturna aspires to be a best place to work based out of Bellingham, WA. We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify. CA Residents, please see our privacy notice here:

Job DescriptionDescription: POSITION: Client Relations Representative Location: Irving, TX FLSA Classification: Non-Exempt Who We Are At Retirement Income Source, a Sound Income Group company, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. Key Responsibilities • Greet and engage clients and prospects professionally in-person, on the phone, and via email., • Coordinate onboarding for new clients and prepare materials for Advisor meetings., • Manage and optimize advisor calendars to ensure efficiency., • Respond to inquiries or route to the appropriate team member., • Maintain a professional and welcoming reception and meeting space., • Ensure all client and prospect information is handled confidentially and in compliance with policies., • Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments., • Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral., • Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations., • Make sufficient outbound calls each week to secure a minimum of 6 first-time kept advisor appointments., • Maintain consistent follow-up until leads are scheduled, declined, or disqualified., • Reactivate dormant leads and no-shows with targeted outreach., • Track and report on metrics: outreach activity, appointments set, show rates, and conversions. Must-Have Qualifications Industry Experience & Skills • 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion, • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment, • High school diploma required; associate or bachelor’s degree is preferred but not required, • Proven sales experience with a consistent track record of meeting or exceeding goals, • CRM experience and proficiency in Microsoft Office Suite., • Proficiency in calendar management, ensuring advisor schedules are well-organized.Physical & Work Environment Requirements, • Ability to support overnight trips or Saturday coverage for seminars and events., • Must be authorized to work in the U.S. without sponsorship., • Office-based role with routine use of telephone and email., • 100% employer-covered medical benefits and HRA account, • Dental & vision plans, • Short and long-term disability insurance, • PTO + 10 NYSE company holidays per year, • 401K with company match program Retirement Income Source is an E-Verify employer. Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

Job Description Do you want to do a job that could potentially save lives every day? Do you want to be on the forefront of a technology partnership that will help create the future of smart security and automation? Then today is a good day to become an ADT Solutions Advisor for businesses. You’ll be able to take advantage of our ever-expanding line of innovative automation and smart security products and solutions, and help make businesses smarter, and people safer – every day. This is your chance to join the leading security and automation company and grow with us. Interested in being a part of the growth? Keep reading. So, who’s right for the job? A self-motivated, tech savvy individual driven to succeed. Someone who connects with people and enjoys meaningful interactions while expanding their network. Strives to deliver a great customer experience by building relationships and exhibiting empathy – no matter what the situation. Ultimately turning curious consumers into loyal customers. Someone who’s willing to put in the work, knowing that you’ll get out of it what you put into it. You’ll use your strong communication and creative skills to demonstrate the value of our innovative security and smart business solutions to customers while explaining our products and services in-depth and recommending the right solutions. You will work in a dynamic, collaborative environment, working closely with customers and coworkers. This role involves providing solutions by visiting customers at their homes or businesses. Do you… Get satisfaction from helping people? Possess strong business insight, as well as general knowledge of key small business industries, technology trends in communities, and business challenges. Want to help protect what they value most, their people, property and assets? Have a curiosity for the newest tech? Adapt quickly to competitive and customer needs? Prioritize your time well? Like what you are reading above but still not sure? Don’t worry. As the industry leader, ADT equips you with specialized training and the tech you need to meet your financial goals. What’s in it for you: Unlimited earning potential with uncapped commissions (our top performers earn $150K+!) Training wage of up to $4,000 over the first 8 weeks of employment Comprehensive benefits package (Medical, Dental, Vision, 401k w/match, tuition reimbursement Paid Time Off Mileage compensation Career growth opportunities Ability to work flexible hours to accommodate our customers’ needs Still not convinced? Check out videos of our professionals who make it part of their life’s mission: ADT professionals Check out more about life at ADT here. Read more about ADT + Google here. Pay and Benefits Disclosure: Sales advisors will receive uncapped commission plus a training wage of up to $4,000 over the first 8 weeks of employment. Commissions are paid on a percentage of the products or services sold and eligible for a monthly performance bonus. Based upon performance, new sales advisors can expect to earn $85,000, while experienced sales advisors can earn over $150,000. If you are not sure you're ready for a commission-only sales position, please apply to discuss the role and training program. We offer employees access to healthcare benefits (medical, dental and vision), a 401(k) plan with company match, tuition reimbursement, mileage reimbursement, short-term and long-term disability coverage, life insurance, wellbeing benefits and paid time off among others. Qualifications About the Team Company Overview: ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and valuables, whether at home, your business or on the go. And as times change, so do we. Above all, our mission is clear: we help save lives for a living. Looking for a career where you can make a real impact? Join our team today and put purpose behind your paycheck. #WeAreADT Check out more about life at ADT here.

Job Description Job Description Do you want to do a job that could potentially save lives every day? Do you want to be on the forefront of a technology partnership that will help create the future of smart security and home automation? Then today is a good day to become an ADT Solutions Advisor. You’ll be able to take advantage of our ever-expanding line of innovative home automation and smart security products and solutions, and help make homes smarter, and people safer – every day. This is your chance to join the leading security and home automation company and grow with us. Interested in being a part of the growth? Keep reading. So, who’s right for the job? A self-motivated, tech savvy individual driven to succeed. Someone who connects with people and enjoys meaningful interactions while expanding their network. Strives to deliver a great customer experience by building relationships and exhibiting empathy – no matter what the situation. Ultimately turning curious consumers into loyal customers. Someone who’s willing to put in the work, knowing that you’ll get out of it what you put into it. You’ll use your strong communication and creative skills to demonstrate the value of our innovative security and smart home solutions to customers while explaining our products and services in-depth and recommending the right solutions. You will work in a dynamic, collaborative environment, working closely with customers and coworkers. This role involves providing solutions by visiting customers at their homes or businesses. Do you... Get satisfaction from helping people? Have a knack for problem solving? Enjoy finding solutions to make people’s lives easier? Want to help protect what they value most, their loved ones, pets and prized possessions? Have a curiosity for the newest tech? Adapt quickly to competitive and customer needs? Prioritize your time well? Like what you are reading above but still not sure? Don’t worry. As the industry leader, ADT equips you with specialized training and the tech you need to meet your financial goals. What’s in it for you: Unlimited earning potential with uncapped commissions (our top performers earn $150K+!) Training wage of up to $4,000 over the first 8 weeks of employment Comprehensive benefits package (Medical, Dental, Vision, 401k w/match, tuition reimbursement Paid Time Off Mileage compensation Career growth opportunities Ability to work flexible hours to accommodate our customers’ needs Still not convinced? Check out this video of our professionals who make it part of their life’s mission: ADT professionals Check out more about life at ADT here. Read more about ADT + Google here. Qualifications About the Team Company Overview: ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and valuables, whether at home, your business or on the go. And as times change, so do we. Above all, our mission is clear: we help save lives for a living. Looking for a career where you can make a real impact? Join our team today and put purpose behind your paycheck. #WeAreADT Check out more about life at ADT here.

Job Description At New York Life, we’re more than a Fortune 100 company with a rich legacy spanning over 175 years—we’re a community dedicated to helping individuals achieve financial security and peace of mind. As a Financial Advisor, you'll play a pivotal role in this mission by crafting personalized strategies that empower our clients to reach their financial goals. You'll thrive in an environment that values integrity and humanity, fostering long-term relationships with policyholders and partners alike. Our culture is built on confidence and humility, ensuring we serve as reliable stewards for generations to come. In this role, you’ll leverage your exceptional listening skills to develop analytics-based strategies tailored to each client's unique needs. Your passion for financial services, coupled with your keen eye for detail, will be instrumental in guiding clients through estate planning, investment solutions, and more. We’re looking for someone who communicates effectively and builds lasting relationships. Joining us means becoming part of a company committed to innovation, employee growth, and an inclusive culture that promotes work-life balance. Apply today and start making a meaningful impact with New York Life. Compensation: Average monthly income for 1st year advisors in 2024 = $9,851 Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, • Ability to communicate complex concepts clearly and effectively, fostering trust and understanding with clients., • Proven track record of building and maintaining strong client relationships, • Strong analytical skills to assess clients' financial information, • Commitment to continuous learning and professional development, embracing training opportunities to enhance skills and knowledge., • Demonstrated ability to work collaboratively within a team, contributing to a supportive and growth-oriented environment.About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Sr. Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Responsibilities: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled., • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • Guiding and training peers on new tasks Education: · High School diploma with a Bachelor's degree highly preferred Experience: · Five plus years of job related experience required · Financial services industry required · Prior experience working in an office environment with a customer service focus helpful Certifications: · Notary designation a plus Job Skills: · Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail · Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors · Excellent verbal and written communications skills a must · Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus. · Strong desire for continuous self-learning and professional growth Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionAbout us: Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment advice to our clients. The Opportunity: We are looking for an entry-level Financial Advisor to join our growing team at Spectrum Financial Group. We offer comprehensive training for this position, so no prior experience is necessary. Job Responsibilities: • Help clients evaluate their financial goals and objectives, • Conduct financial feasibility analyses and make appropriate recommendations, • Develop and implement investment plans and strategies, • Conduct effective client meetings and build relationships, • Continuously keep updated on financial markets and productsDesired Qualifications:, • Bachelor’s degree in Business Administration, Finance, Economics, or related field preferred, • Strong analytical and problem-solving skills, • Detail-oriented with excellent organizational skills, • Excellent communication and interpersonal skills, • Proficiency in basic computer applications (Word, Excel, etc.)Nice-to-haves:, • Prior experience in financial services, • Series 7 and/or 66 Licensure, • Clients referral book leading to growth opportunities, • Strong passion for investing and financial planning, • Ability to build meaningful relationships with clients #LI-SF1

Job Description Financial Advisor 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. 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) 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 Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role, steering client relationships that drive results, we want to hear from you! As a Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, as well as collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as a Wealth Advisor: • Work with a high-performing & growth-orientated team., • Provide technical financial support to clients and Lead Advisors, • Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households, • Some focus on weekly business development/referrals, • Manage ongoing client service while taking on new clients, • Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day, • Grow yourself personally and professionally with the support of your team and leadership, • 5+ years’ proven experience as an advisor in wealth management, • Bachelor’s Degree and Certified Financial Planner designation, • Excellent attention to detail, multi-tasking, and time management skills, • Ability to begin taking on clients immediately, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis, • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers, • Outstanding ability to communicate, present, and influence your team and clients Location: This position is a hybrid position based out of our Dallas office. Salary: Base Salary: $130,000 Bonus: $50,000 - $70,000 Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. OverviewThe Associate, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes. This role will interact with multiple stakeholders while applying expertise to various asset classes. The Associate, Portfolio Management (Torchlight) will drive the functions of clients, which includes creating and maintaining fund models, performing recurring and ad hoc analyses, and overseeing and improving processes. Additionally, this role will be critical in conducting portfolio analysis, creating new client reporting, and spearheading various production efforts across teams. Your experience has prepared you to help lead, manage workflow, train the Asset Management team, review and challenge investment, fund, and level cash flows. Torchlight Investors – Company Description The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit . Key Responsibilities • Lead monthly and quarterly analytical reporting processes;, • Actively engage and coordinate deliverables with Asset Management teams;, • Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;, • Lead aggregation and review of investment-level cash flows into fund models;, • Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;, • Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;, • Lead compilation of responses for due diligence responses and review for accuracy;, • Communicate effectively with other groups within Bellwether to advance team projects/goals;, • Identify and implement process improvements; and, • Perform ad-hoc financial analyses, including special projects, at the request of management. Professional Experience, • A minimum of 3 years of experience in financial services and/or real estate investment and at least the same amount of time in an analytical role., • Highly proficient in Excel and PowerPoint skills., • Experience with Salesforce, Tableau, and iLevel is a plus., • Client-facing experience preferred.Education/Certification, • Undergraduate degree in economics, finance, real estate, or related degree is preferred. Essential Skills & Competencies, • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:, • Job Knowledge & Technical Ability: Strong analytical skills and detail oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications. Advanced financial modeling and analytical skills using Excel. Ability to update or modify fund models, with limited guidance. Moderate understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, sometimes with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information both internally and externally to clients., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.Travel Requirements, • Travel is not anticipated but may be needed from time to time. Position Details, • Classification: Exempt, • Position Status: Regular / Full Time, • Reports To: Managing Director, • Direct Reports: NoPhysical and Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required., • The physical and mental 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.Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic), • Indoor business office environment with windows; light foot traffic within work areas, • The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Benefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement

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 DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Smith Region Modern Woodmen of America, we believe in building more than financial planswe build relationships rooted in trust, service, and shared values. Serving the vibrant communities of North-Central Texasfrom Gainesville to Waxahachie and Coppell to Mt. Pleasantour mission is to build, create, and foster connections that positively impact lives both personally and professionally. We focus on all areas of financial planning, but our real strength lies in our commitment to people: guiding them through lifes financial milestones while being active, valued citizens in the communities we serve. Our team is made up of like-minded individuals who prioritize service and mentorship. We treat our members as relationships to be nurtured, not assets to be managed. As leaders, we believe its our responsibility to support and uplift new associates, and as representatives, we aim to be master relationship managers. Were passionate about giving back and making volunteering a priority. From painting a Dallas homeless shelter and packing hygiene kits for abuse survivors, to supporting education and youth programs through our local school districts, we aim to be a pillar our community can count on. Guided by the belief that we are called to serve others, we live by the idea that if we dont step up, who will? Every act of service, every relationship built, and every financial plan created is an extension of that purposeand were just getting started. Watch this short video to see how sharing meaningful momentsboth personal and professionalcan transform perspectives on a career in financial services with Modern Woodmen of America: About Modern Woodmen: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes., • Personal Milestone: Husband and father who loves spending time with his family., • Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.Roque Moreira:, • Role: Manager based in Dallas., • Background: Previously in management with a competitor before joining MWA in November last year., • Personal: Family-oriented LDS member with three boys, actively involved in church and community., • Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.Jackson Hauser:, • Role: Managing Partner (MP) based in Dallas., • Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role., • Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup., • Office: Leads a team of three in Dallas.Tim Eaton:, • Role: Managing Partner (MP) in Denton., • Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans., • Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.Meghann Moon:, • Role: FIC Investment Advisor Representative, Sr. Advisor., • Background: Previously in Hospitality Sales & Management for about 17 years., • Personal: Enjoys cooking, reading, traveling, and spending time with her husband and two pets.Role Responsibilities:, • Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage., • Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly., • Networking: Build and maintain a network of client members through referrals, networking events, and community engagement., • Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills., • Target Achievement: Meet or exceed business development goals.Perks/Benefits:, • Strong Income Opportunity, • Potential to earn client member leads, • Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals., • Exclusive training/development with the financial services professional supporting you, • An environment and culture of mutual support and growth, • Attainment of prestigious credentials and recognition, • Consistent opportunities for growing your income and character, • Strong benefits and retirement package, • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral programQualifications:, • Team-Oriented, • Enthusiastic, • Positive attitude, • Self-Starter, • Community-Focused, • Coachable, • Athletic background (bonus), • Military background (bonus), • Goal-Driven, • Willingness to obtain state insurance license, • College Degree (preferred, not required) If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Flexible work from home options available.

Job DescriptionJira Lead AdminEmployment Type: Full-Time, Mid LevelDepartment: Information Technology CGS is seeking a talented Jira Lead Administrator who is passionate about driving transformation in the federal IT domain to join our growing team of technology and software consulting professionals. Strong candidates will have a desire to drive change in the federal space by developing executable strategies, implementing new technologies, streamlining processes, and improving the delivery of mission value delivery through new practices and tools. 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:- Create custom projects in Atlassian tool suite for complex workflows to meet business needs.- Provide advanced configuration of the Atlassian suite of tools to promote CI/CD.- Create and maintain Jira and Confluence collaboration sites (e.g., Kanban boards, Scrum boards, documentation pages, etc.).- Analyze, research, manage, and implement integrated Atlassian tools, plugins, and applications.- Interface with various diverse stakeholders as a liaison and trusted advisor- Help define how information systems may be upgraded or replaced.- Gather requirements for business processes, and determine ways to optimize. Qualifications: - 7 years’ experience in systems analysis and design of information systems programs- 3 years’ experience with Jira and Confluence administration.- 3+ years’ experience of Bamboo and Bitbucket experience.- An advanced degree in an appropriate field with an additional three years of relevant experience.- Knowledge of Agile and principles and applied best practices required.- Excellent communications skills, both written and verbal, are required.- Must successfully complete a stringent Background Investigation and obtain the required Government Security Clearance (moderate risk public trust).- Atlassian certified Jira Administrator preferred.- Working knowledge of Networking, DNS, Databases, APIs, SAML, and Akamai.- Consulting in a Federal agency, especially within DHS.- Ability to write custom JQL (Jira Query Language), a plus.- Experience with Federal Systems Engineering Life Cycles (SELC) and Software Development Life Cycles (SDLC). Ideally, you will also have:- Experience with Government software development policies and procedures.- Client-facing communication experience.- Federal Agency issued security clearance. 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 clients’ 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 meaningful 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 Description Investment Counselor Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm in their Dallas, TX office as an Investment Counselor. As an Investment Counselor, you will be provided with a roster of high-net-worth clients to provide our client’s specialized approach focusing on their private clients and use your financial experience to better the established investment space. ABOUT THE ROLE • Become the voice of our client and partner with the firm’s internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give their clients the best service possible, while making sure the compensation structure aligns with their clients’ best interests, • Obtain an elevated finance and capital markets education to understand our client’s unique market approach by reporting to your group manager, who will assist you in navigating client relationships and provide personalized career development, • Build trusting relationships with high-net-worth clientele and educate them on our client’s top-down portfolio strategy, investments, and important market events, • Connect proactively with clients on a quarterly basis to review asset allocation and ensure they are on the path towards long-term financial goals, • Rely on an established sales team to gradually build your roster of high-net-worth clients within the first year; you are given a book of 150 to 200 households with a net worth of $100 million to $150 million in assets under management of high-net-worth clients with assets more than $500k per household, meant to manage client relationships and discuss portfolios and investments with them Requirements • 2 or more years of client relationship management within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents—the firm will also assist you in obtaining the Series 65 within 60 days of start date, • Bachelor’s degree in finance or related fields, or equivalent work experience, • Extensive market knowledge with experience in the client focused-consultative approach Benefits • $75,000 to $125,000 base salary with discretionary bonuses per year—new hires should expect to start at the lower end of the compensation range, depending on experience, which is around $75,000 to $85,000 base salary with $5,000 to $7,000 quarterly bonus, or a range of $20,000-$30,000 all in by end of year, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees), • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare, • OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job Description Senior Administrative Assistant Harrison Gray Search has partnered with a leading private wealth management firm to identify a talented Senior Administrative Assistant to join their team. Who You’ll Work With Senior Administrative Assistants in this role are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills. Working in collaboration with Financial Advisors and firm leadership, you will play an essential role in supporting the growth of a nationally recognized Private Wealth Management platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of client needs. What You’ll Do The Senior Administrative Assistant will work in a dynamic, trust-based partnership with senior leaders and Financial Advisors to serve a broad range of client needs. Acting as a liaison with both internal and external clients, your responsibilities will include: • Effectively and accurately managing complex calendars, meetings, appointments, and travel plans., • Exercising discretion in handling confidential information and duties., • Supporting recruiting and onboarding efforts for advisor staff, including interview coordination and new hire integration., • Coordinating senior-level internal and external meetings and conference calls., • Handling a high volume of phone calls from clients and internal contacts., • Providing administrative support such as correspondence preparation, database maintenance, expense reconciliation, scheduling, and reporting., • Preparing presentations and reports for management, clients, and prospects., • Assisting in ad-hoc projects requiring high attention to detail and follow-up., • Supporting marketing initiatives and general office maintenance as needed., • Partnering in a team environment to deliver exceptional client service and helping train new team members., • Working core hours of 8:00 a.m.–5:00 p.m., with flexibility for occasional overtime as workload requires. What We’re Looking For • 3+ years of administrative or executive support experience in a corporate or professional setting, ideally alongside high-level professionals., • Ability to independently prioritize and execute multiple complex tasks in a fast-paced, deadline-driven environment., • Outstanding verbal and written communication skills with a strong client-service orientation., • Strong organizational and time management skills, with meticulous attention to detail., • Proven ability to thrive as a team player in a rigorous and challenging environment., • Proficiency in Microsoft Office; Salesforce experience is a plus. Compensation & Benefits • Base Salary Range: $75,000 – $80,000 (depending on experience, education, and other factors)., • Competitive total compensation package including potential year-end incentive compensation., • Comprehensive employee benefits package to support health, wellness, and retirement., • Hybrid work model - 4 days onsite and 1 day remote each week., • Flexible time off and mentoring programs.

Job DescriptionDescription: Soleo Health is seeking a Vice President, Corporate Development to drive our end-to-end M&A strategy, from deal origination and due diligence through integration and value creation. Join us in Simplifying Complex Care! Soleo Health Perks: • Competitive Wages, • 401(k) with a Match, • Referral Bonus, • Paid Time Off, • Great Company Culture, • Paid Parental Leave Options, • Affordable Medical, Dental, & Vision Insurance Plans, • Company Paid Disability & Basic Life Insurance, • HSA & FSA (including dependent care) Options The Vice President of Corporate Development is a senior executive responsible for leading the company’s corporate development and growth through acquisitions, divestitures, and strategic partnerships. This role will drive the overall M&A vision, shaping strategy in alignment with corporate goals and ensuring that each transaction accelerates the company’s competitive position, profitability, and long-term success. The VP will serve as a key advisor to the CEO, CFO, and Board of Directors while overseeing a high-performing team to execute deals and integrations. Responsibilities Include: • Define and lead the company’s M&A strategy to support long-term growth and expansion., • Partner with the executive leadership team to align acquisition priorities with business objectives., • Serve as the subject matter expert for the Board of Directors and senior executives on M&A opportunities and risks., • Proactively identify and cultivate acquisition targets, partnerships, and divestiture opportunities across the healthcare/specialty pharmacy landscape., • Oversee deal evaluations, negotiations, and structuring to optimize shareholder value., • Lead due diligence processes across financial, operational, legal, and regulatory dimensions., • Direct post-merger integration planning and execution to ensure seamless cultural, operational, and financial alignment., • Establish measurable synergy targets and ensure accountability for delivering results., • Partner with business unit leaders to capture long-term value from each acquisition., • Monitor and assess market dynamics, competitive landscapes, and emerging trends to inform strategic decisions., • Build and maintain strong relationships with investment banks, private equity firms, consultants, and industry leaders., • Represent the company at industry conferences, networking events, and with external stakeholders., • Build, lead, and mentor a high-performing corporate development and integration team., • Promote a culture of collaboration, accountability, and innovation within the M&A function.Requirements:, • Bachelor’s degree in Business, Finance, Economics, or related field; MBA or advanced degree strongly preferred., • 12+ years of progressive experience in mergers & acquisitions, corporate development, investment banking, or private equity., • Demonstrated success leading large-scale transactions, including acquisitions in healthcare, specialty pharmacy, or related industries., • Proven ability to influence and build trust with CEOs, Boards of Directors, and investors., • Strong financial acumen, negotiation expertise, and knowledge of valuation methodologies. Soleo’s Core Values: • Improve patients’ lives every day, • Be passionate in everything you do, • Encourage unlimited ideas and creative thinking, • Make decisions as if you own the company, • Do the right thing Soleo Health is an Equal Opportunity Employer, celebrating diversity and committed to creating an inclusive environment for all employees. Soleo Health does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an organization, parental status, military service or other non-merit factor. Keywords: Now Hiring, Hiring Now, Hiring Immediately, Immediately Hiring,

Job DescriptionAt Match Group, we believe our people are at the heart of everything we do. As a People Business Partner, you will play a critical role in coaching and developing leaders, shaping team culture, and partnering with business leaders to drive engagement, growth, and retention. You will also lead the success of key People programs, including onboarding, performance management, employee relations, compensation, and culture—helping to create an environment where people can thrive. When it comes to dating, the connection starts online, but the real magic happens once you meet in real life. We think the same is true for creating the best platforms, so we work together IRL in our Dallas office three days a week. How you'll make an impact: • Serve as a critical hands-on member of our People team, helping develop and implement programs such as onboarding, performance management, employee relations, and culture., • Partner closely with Talent Acquisition, Compensation, Benefits, and Learning & Development—to deliver seamless people programs., • Foster a diverse workplace where employees contribute to their fullest potential; identify opportunities to improve leadership capabilities and increase engagement, productivity, and retention., • Provide day-to-day mentorship and coaching to develop managers and individual contributors, maintaining a high bar for leadership principles, workplace behavior, and what we value., • Support leaders with employee engagement, performance management, performance reviews, compensation cycles, conflict resolution, and disciplinary actions., • Drive change management efforts, ensuring employee and stakeholder impact are at the forefront of decisions and that changes are executed in alignment with company principles., • Provide insight into the annual performance management and compensation review process within assigned business units., • Own our internal HRIS systems for onboarding, offboarding, and human capital management.We could be a Match if you have:, • 3+ years of broad HR experience in a startup, large company, or high-growth environment., • Experience working in fast-moving, growing organizations and serving as a trusted advisor to leaders and/or executives., • Strong ability to influence, communicate, and present clearly and concisely to senior leaders, managers, and team members., • Demonstrated knowledge across core HR domains: performance management, talent management, compensation, employee relations, and compliance., • Experience using tools such as Workday, Monday.com, and CultureAmp (Jira is a plus for Tech-aligned PBPs)., • Comfort using data and insights to inform solutions, balanced with empathy and alignment to culture and principles. #LI-TM2 Why Match Group? Our mission is simple – to help people find love and happiness! We love our employees too and understand the importance of all life's milestones. Here are some of the benefits we are proud to offer: Mind & Body – Medical, mental health, and wellness benefits to support your overall health and well-beingFinancial Wellness – Competitive compensation, 100% employer match on 401k contributions up to 10% (cap at $10,000), as well as an employee stock purchase program to help you feel supported in your financial securityUnplug – Generous PTO and 18 paid holidays so you can unplugCareer – Annual training allowance for professional development and ERG membership opportunities and events so you feel connected and empowered in your workFamily – Families come in all shapes and sizes so we offer 20 weeks of 100% paid parental leave, fertility, adoption, and child care resources, as well as pet insurance and discounts Company Gatherings – We host fun happy hours and company events where our employees get to know each other and build a sense of connection and belonging! We are proud to be an equal opportunity employer and we value the rich dynamics that diversity brings to our company. We do not discriminate on the basis of race, religion, color, creed, national origin, ancestry, disability, marital status, age, sexual orientation, sex (including pregnancy and sexual harassment), gender identity or expression, uniformed service or veteran status, genetic information, or any other legally protected characteristic. Period. If you require a reasonable accommodation to participate in the hiring process — such as during pre-employment testing or interviews — please indicate this by selecting “Yes” in the accommodation request field. We’ll reach out to discuss your needs if you're selected for the interview stage. #Match

Job Description Position Overview The Managing Director of Regional Talent leads the organization’s comprehensive strategy to realize this vision—developing a thriving internal and external talent ecosystem that fuels collective impact. Alongside team members, this role ensures that Commit not only attracts, develops, and retains exceptional internal talent, but also strengthens the region’s broader talent capacity to lead transformational change across education systems. This position oversees Commit’s People Operations, Internal Talent, and External Talent Strategy workstreams, guiding initiatives that enhance organizational culture, leadership development, and regional partnership capacity. The Managing Director will collaborate closely with Commit’s executive team and external partners to position Commit and Dallas County as a national exemplar for purpose-driven talent and leadership development. Salary Range: $150,000-$182,000 + a bonus of up to 20% Key Responsibilities 1. Talent Strategy & Leadership • Develop and execute a comprehensive Regional Talent Strategy encompassing people operations, internal talent development, and external talent partnerships., • Serve as a strategic advisor to senior leadership on talent trends, workforce planning, and leadership development., • Integrate data-driven decision-making into all aspects of hiring, development, and retention., • Ensure that talent initiatives—internal and external—advance Commit’s mission and values. 2. Oversight of Talent Acquisition & Hiring • Oversee all recruitment and hiring processes to attract top-tier, mission-aligned talent., • Systematize and increase the effectiveness of Commit’s hiring practices, • Strengthen university and professional pipelines to support both Commit and the broader education ecosystem., • Develop and continuously improve tools and resources (e.g., hiring toolkit, referral incentives, onboarding systems) that improve hiring consistency and candidate experience. 3. External Talent Strategy & Ecosystem Capacity Building • Build and expand partnerships with top-tier universities, Dallas-area high schools, and national programs to develop local and national talent pipelines., • Oversee Commit’s fellowship programs and identify opportunities to expand or create new fellowship programs in alignment with organizational needs, • Design and implement short-term, project-based placements or externships that embed Commit staff in partner organizations to build mutual capacity and deepen regional alignment., • Strengthen external partnerships with philanthropic, academic, and civic institutions to grow regional leadership capacity., • Launch and maintain alumni engagement initiatives—including newsletters, events, and referral networks—to sustain long-term connections and recruitment pipelines. 4. People Operations & HR Leadership • Collaborate closely with HR (People Operations) functions including compensation, benefits, compliance, employee relations, and HRIS systems., • Partner with the HR Director to maintain equitable, transparent, and data-informed HR policies and procedures., • Oversee the development of key HR metrics and dashboards to track progress on recruitment, retention, and engagement. 5. Internal Talent Development & Retention • Strengthen professional growth opportunities through leadership programs, mentorship, and career mapping., • Oversee organizational learning systems, including onboarding, trainings, and ongoing professional development., • Implement structured career growth plans and stay conversations to support retention., • Foster a positive, mission-driven organizational culture through retreats, culture events, and recognition programs and monitor progress through semi-annual surveys. 6. Data & Continuous Improvement • Establish and monitor key performance indicators across talent pipelines, fellowship outcomes, and HR operations., • Use data to refine recruitment strategies, improve diversity and inclusion outcomes, and strengthen organizational culture., • 7+ years of experience in talent acquisition and partnerships, human resources, or workforce/talent development, with 3+ years in leadership roles., • Demonstrated success managing internal and external talent strategies, partnerships, and professional development initiatives., • Experience collaborating with external partners (universities, nonprofits, government entities) to strengthen regional or sector-based talent pipelines., • Proven ability to design and execute large-scale, systemic strategies that drive measurable improvement., • Demonstrated success in translating data and research into action that influences policy, practice, or resource allocation., • Strong understanding of best practices in HR operations, talent planning, and professional development., • Demonstrated ability to tailor messages to audiences and inspire action through storytelling, data, and relationship-building., • Demonstrated ability to build, mentor, and retain high-performing, diverse teams where staff feel valued, supported, and accountable to results., • Experience managing budgets and financial sustainability for multi-million-dollar program portfolios or departments., • Ability to think creatively and take “smart risks” that drive organizational learning and efficiency., • Demonstrated success in designing or improving systems and processes that enhance organizational performance and impact., • Proven record of cross-departmental collaboration and shared accountability for organizational health, culture, and impact., • Excellent communication, strategic thinking, and relationship-building skills., • Experience leading cross-sector talent partnerships or regional talent initiatives., • Ability to understand sentences and frequently used expressions related to areas of most immediate., • Ability to communicate in simple and routine tasks requiring a simple and direct exchange of information on familiar and routine matters., • Ability to read and write in Standard English., • Ability to establish and maintain cooperative working relationships with others., • Ability to interact with persons of various social, cultural, economic, and educational backgrounds., • Ability to listen perceptively and convey awareness., • Ability to interact diplomatically with the public in a continuous public contact setting., • Ability to work as part of a team and in a team environment. The Managing Director generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. The noise level in the work environment is usually quiet to moderate. The employee is not exposed to any adverse environmental conditions. About The Commit Partnership: Our Mission We believe that through our collective actions, Dallas County—which educates 10% of Texas and 1% of the nation—can become an inclusive and prosperous region where economic opportunity is shared fairly. That’s why our True North Goal is that by 2040, at least half of all Dallas County residents ages 25–34, irrespective of race, will have the opportunity to earn a living wage. To increase living wage attainment, we must equitably increase educational success aligned with high-demand, well-paying jobs—maximizing the cumulative impact from early education through college, career, and military readiness to strong postsecondary completion. Our team aligns community stakeholders around this shared roadmap for the future, using data to surface strategic initiatives that improve policies, practices, and funding. Together, we work to address the systemic root causes that hinder progress and strengthen our community’s capacity to serve every student effectively. Our Story Founded in 2012, the Commit Partnership has grown into the nation’s largest educational collective impact organization, uniting more than 70 backbone team members and over 200 partners across Dallas County and Texas—all working together to address the systemic education challenges facing our region and state. Our team brings community stakeholders together around a shared roadmap for the future, using data and practitioner insights to inform effective policy solutions that accelerate progress toward our goals and strengthen our collective capacity to serve every student well. Together, we advocate for an excellent public education that ensures all students—regardless of race, place, or socioeconomic status—can shape their own futures, earn a living wage, and share in the prosperity of the world’s eighth-largest economy. We pursue this mission through several key initiatives, including Early Matters Dallas, Dallas County Promise, the Texas Urban Council, and the Texas Impact Network. True North Traits Our True North Traits creates a mission-driven environment and champions us to do our best work each day. Systemic Impact: You understand the barriers and lived experiences that our students face and are skilled at delivering systemic solutions at scale that address these needs. You achieve significant, sustainable results that increase equitable outcomes through your work (including the reallocation or improvement in public funding), and you recognize the difference between activity and impact. Judgment: You exhibit a relentless “students first” focus by thinking strategically about what data must be collected, analyzed, visualized, and activated (and what steps must be taken, in what order) to cause resources to be reallocated and actions to be taken to systemically overcome the root causes hindering achievement of the Partnership's mission. Communication: By listening to understand before seeking to be understood, you’re able to build trust and facilitate collaboration across lines of difference, recognizing that both are essential to our success. You are also able to find common ground with diverse stakeholders and can tailor the organization's message to different audiences as needed to influence meaningful change. Innovation: You can create or meaningfully contribute to the design and execution of a systemic and transformational strategic plan to solve complex problems, often at scale, that improves organizational effectiveness and/or closes equity gaps for our students and families. Equity and Inclusion: You intentionally create spaces where relevant stakeholders have a seat or voice at the table, ensuring that each person at the table's thoughts and perspectives are shared, valued by all others at the table, and reflected in our work. You're excited to help build and/or contribute to teams where everyone feels welcomed, respected, valued, and highly supported. Joy: You recognize that people are central to our work, striking a balance between people and process, and you inspire others with your optimism and thirst for substantive change in service to the mission. Integrity: You admit mistakes openly, share learnings widely, and elevate bad news quickly, also capable of making difficult decisions in all situations to ensure the success of the organization. The Commit Partnership is an Equal Opportunity Employer that seeks to hire individuals with backgrounds similar to that of the stakeholders they serve. As an organization that embraces equity and inclusion, all employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, gender, age, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, or any other status protected by federal, state, or local laws. Commit does not sponsor visas of any kind. Powered by JazzHR YVHIA1PZZX

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

Job Description 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 DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

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 DescriptionSales Account Executive- Manufacturing Company Description IMAGINiT Technologies, a division of Rand Worldwide, advances the way companies use technology to design, develop, and manage complex engineering projects. As the market leader in North America, we continue to enjoy a great deal of success even in these unprecedented times. Our culture is supportive, dynamic, collaborative, and driven to meet the ever-changing needs of our customers and our employees. If you are looking to make a real difference, we would love to hear from you. Job Description We are looking for a Sales Account Executive who is passionate, self-motivated, and business savvy, with a strong desire to overachieve their professional and financial goals to join our team. This is an exciting opportunity to utilize your solution selling skills, to drive business within named accounts in the Manufacturing sector. In this role you will have the opportunity to collaborate with our best in class, presales, customer success, and professional services teams, to ensure that your customers view you as a trusted advisor who can deliver solutions well past software alone. Responsibilities • Manage full sales cycle from researching accounts to closing business., • Discovering, developing, and managing business relationships with prospects and current customers to sell software, services, and other related solutions., • Selling wide and deep into accounts by identifying client needs and opportunities where IMAGINiT products and services will improve client growth and productivity., • Leading account strategy sessions with current clients, prospects, and internal teams., • Developing and delivering presentations and proposals., • Increasing IMAGINiT visibility in the industry by attending networking events, using social media, referrals, etc., • Collaborating across IMAGINiT business units working with other channel partners to secure customer business. Qualifications • 5+ years of direct sales experience selling software solutions to mid-size and large enterprises., • Measurable track record in new business development and overachieving sales team targets., • Proven hunter mentality with a track record of sales success., • Strong business acumen, and ability to have business conversations at all levels., • Excellent problem solving, negotiation, and closing skills., • Ability to manage the entire sales process from prospecting through close., • Strong verbal and written communication skills and CRM usage., • Experience with multi-product/services selling is a plus., • Experience selling within the Manufacturing sector is a plus., • Bachelor’s degree or equivalent is a plus. Additional Information What can you expect? • Comprehensive onboarding program and on-going training that prepares you for success., • Approachable leadership team who truly cares about you and your customers., • Opportunities for growth and development with opportunities to move up or horizontally within the organization., • You will be surrounded by armies of people that you can leverage from a strong technical team including pre-and-post sales engineers, marketing, and a technical support team second to none. Hybrid/Remote Work • Ability to maintain appropriate productivity and performance., • Have a work environment that is free from distractions and has a reliable internet connection., • Ability to dedicate their full attention to their job duties and be available via Teams and/or phone during work hours., • Required to attend all mandatory meetings and/or events and be responsive to any communication from colleagues, customers, and management. Travel • 20-25% annually Total Compensation • Salary $75,000-$85,000, • OTE Range $180,000 Plus Benefits • Health, Dental, and Vision, • Health Savings Account with Employer Matching Contribution, • Limited Purpose FSA Account, • Medical Flexible Spending Account, • Dependent Care Assistance Plan, • Short & Long-Term Disability, • Wellness Programs, • Employee Assistance Program, • Group Term Life Insurance, • Voluntary Life Insurance, • Paid Holidays, • Vacation and Sick Leave, • 401(k) with company match, • Tuition Reimbursement, • Service Awards, • Employee Referral Bonus Program Visit us at for more information. We celebrate employment equity and diversity! We encourage applications from all qualified individuals and do not discriminate based on disability, race, ethnicity, religion, gender, sexual orientation, age, veteran status, or any other basis protected under federal, state, provincial or local laws. We are committed to providing reasonable accommodations for persons with disabilities. If you require reasonable accommodation during the application process, we will work with you to meet your needs. We thank all applicants in advance for their interest, but only those applicants who are to be considered will be contacted. Must be authorized to work in the U.S. for any employer without company sponsorship.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems, • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge, • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value, • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals, • 5-10+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients, • History of consistent quota achievement, • Prior experience in winning new customer logos, • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory, • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description Requirements: • The candidate must be a member in good standing of the Texas state Bar., • 5+ years of experience resolving mortgage defaults involving deceased borrowers in state district courts and probate courts., • Manage and draft probate filings, including petitions for administration, inventories, and accountings, ensuring compliance with court rules and deadlines., • The candidate must be able and willing to handle a significant volume of cases within the field of creditor's rights., • The candidate must demonstrate strong leadership skills, written and verbal communication skills, and must be willing to assist in growing the firm’s presence as a top-performing firm., • The candidate must value reputation and be willing to proactively develop relationships in the industry to be viewed as a trusted partner and advisor by both clients and colleagues., • Court appearances will be required, and some attendant travel may be required. Benefits & Perks At ALAW, we’re committed to supporting the well-being and success of our team. We offer a comprehensive benefits package that includes: · Medical, dental, and vision Insurance · 401(k) plan with company match · Company-paid life insurance, short-term and long-term disability coverage · Generous PTO and paid holidays · Professional development opportunities · Employee recognition programs · Wellness resources and employee assistance program (EAP) · Employee referral program with bonus incentives About Us: Founded in 1997, Albertelli Law (ALAW) has grown from a modest legal practice to a comprehensive, nationwide law firm providing efficient and effective legal representation to the nation’s largest financial institutions. Headquartered in Tampa, FL, and led by a team of seasoned industry veterans across an 18-state footprint, we are strategically positioned to cater to the diverse needs of our clients, including mortgage servicers, banks, investors, and other financial institutions. Our expansive practice covers a full range of services, including appellate advocacy, attorney closing services, bankruptcy solutions, consumer collections, creditors' rights matters, foreclosure proceedings, eviction services, litigation support, regulatory compliance, REO (Real Estate Owned) services, replevin actions, and an array of other specialized legal services tailored to meet our clients' unique needs. At ALAW, our dedication extends beyond our professional services. We believe in the power of community engagement and positive outreach. Our team passionately contributes to charitable initiatives, offers pro bono legal assistance, and actively volunteers in the communities where we operate. We take pride in fostering a culture that champions involvement, ensuring that our impact is felt in the heart of the community. ALAW is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, pregnancy, sexual orientation, gender identity, age, disability, veteran status, or any other protected characteristic under applicable federal, state, or local law.

Job DescriptionWe are so excited you are interested in our Service Technician/Diesel Mechanic opportunities! We are interested in talking with Service Technicians/Diesel Mechanics of all levels and backgrounds. Please reach out to find out more about the different roles of our Service Technicians/Diesel Mechanics and the career path we can offer you. Winners Work Here!Premier Truck Group is dedicated to ONE Network Executing, our mission which focuses on delivering the best employee experience, operational excellence, and exceptional customer service. At PTG, our top priority is to be your employer of choice and to provide a top-tier employee experience, regardless of the location where you work. Who is Premier Truck Group?Premier Truck Group is headquartered in Dallas, Texas, with nearly 50 locations throughout the US and Canada, making it the largest Freightliner dealer group in North America. We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you build your career here, you make a commitment to being the very best in the business. We are the pre-eminent group of Freightliner truck dealerships in the nation with serious plans for the future and we want you to be a part of it. Why Join Our Winning Team as a Service Technician/Diesel Mechanic? We are so proud of the many benefits we offer our winning team of Service Technicians/Diesel Mechanics. Check out the specifics below! Technician Specifics:“Learn While You Earn” – Fully paid trainingTop Tech – Our annual competition to show off your skills and compete for $10k, plus many more prizesDealer Trainers – We are one of only a few dealer groups with our own team of in house trainingTool AllowanceSafety Glasses/Shoes Reimbursement Technician Onboarding ProgramMentorship Program – support for new techniciansMultiple Shifts Available – find the best schedule for you with shift premiumsTuition/Tool Reimbursement (accredited technical school graduates)Paid Vendor and OEM Training ProgramsPaid Uniforms and Laundry ServicesIndividual Laptop (most dealerships) Our Fully Comprehensive Benefits Package Includes:Health Benefits – Medical, Dental, Vision, Orthodontics Supplemental Benefits – Accident, Cancer, Disability Policies that fit your needsRetirement – 401k with company matchEmployee Assistance ProgramsMaternity/Paternity Pay Pet InsurancePaid Time Off9 Company HolidaysAdoption AssistancePaid Community Involvement OpportunitiesSmart Dollar Program – free financial planning Our Winning Culture Is Comprised Of:Advancement opportunities – Internal PromotionHoliday EventsCompany and Employee EventsEmployee Programs – Veterans Day, Breast Cancer Awareness Month, and moreWinning Women of Premier Referral Bonuses Employee Recognition ProgramsSafety First Organization – we hold the highest safety standardsEmployee Surveys – let your voice be heardAnnual Reviews for Consistent FeedbackRev Up – New hire orientation program to get you fully up to speed about PTGOne App – We offer our own app for consistent communicationElite Support – Our dealerships meet the highest standards Here are some quick insights into this opportunity. We would love to discuss it with you in more detail! Diesel Mechanic Responsibilities:· Performs vehicle inspections, troubleshooting and testing to determine required or recommended repairs · Accurately diagnose malfunctions and perform the necessary repairs for them including but not limited to repairing engine failures; repairing mechanical and electrical systems malfunctions; replacing parts and components as required · Examines assigned vehicle to determine if further safety or service work is required or recommended · Verifies vehicle serviceability and ensure quality repairs the first time by conducting test drives; adjusting controls and systems as required · Ensures that customer vehicles kept clean during repair process · Contains costs by using warranty; evaluating service and parts options for repairs as required · Communicates with service advisor and/or dispatcher if additional work is needed · Aids service writer as needed to write work orders, conduct test rides, interact with the customer, or in any other way necessary to guarantee customer satisfaction · Keeps supplies ready by inventorying stock; placing orders; verifying receipt of parts and supplies · Maintain a clean, efficient work area and assist in keeping the shop neat and organized · Documents all work performed and recommended on the repair order in accordance with standard operating procedures · Understands the terminology of the automobile business and keep abreast of technology changes in the product · Follows all attendance and punctuality standards with adherences to timekeeping standards; Employees are required to record the beginning and ending times of any shift, break or departure from work for personal reasons · Follows the Code of Business Ethics and Conduct · Understands and follows all work rules and follows directions from Supervisors · Upholds the company’s non-disclosure and confidentiality policies · Maintains a professional appearance in accordance with company policy · Attends pertinent training on request · Attends company meetings as required Diesel Mechanic Requirements:· High school diploma or the equivalent and two-year related experience or equivalent combination of education and experience. · Associate's degree (A. A.) or equivalent from two-year College or technical school; and two-year related experience and/or training; or equivalent combination of education and experience. Ready to Join?Apply now to learn more about what Premier Truck Group has to offer! Premier Truck Group is an equal opportunity employer. IND - ST

Job Description Company Description Stoner, Albright & Company is a prestigious and exclusive boutique CPA firm in North Dallas seeking an experienced CPA with a focus on tax expertise for the benefit of high-net worth individuals and their closely held business entities. The Firm provides excellent client service with particular attention to details that affect and maximize profitable outcomes. There is an emphasis on providing timely and accurate tax planning and advisory services tailored to meet the specific personal and individual tax needs of our clientele. We treat our staff and our clients like family, striving for the best possible and optimized outcomes while maintaining full compliance with state and federal tax rules and regulations. Our firm places a high value on all team members and their professional development to maximize their individual and team success. The Firm provides an excellent benefits package including market salary compensation, a safe harbor Section 401(k) plan, and paid healthcare benefits. Our offices are conveniently located within the Dallas metroplex at the high-five intersection of US Highway 75 and Interstate 635 LBJ Freeway. Job Description Tax Consultant and Advisor – CPA As a Tax Accountant, you will assist the team in managing the processes for all tax-related deliverables including tax planning, tax compliance, tax preparation, tax consultancy and review for multiple clients and entities. Everything you do will be focused on providing exceptional level of tax services for all clients. Requirements: • Licensed CPA (Do not Apply Without a CPA Certificate), • Bachelor’s or Master’s degree in Accounting, Tax, or a related field required, • Minimum of five years of tax related work experience in public accounting, • A background in tax compliance and accounting for income tax and a broad understanding of U.S. income taxation, • Experience with individual and business entity tax preparation and accounting, • Excellent attention to detail and strong organizational skills, • Effective verbal and written communications skills including the ability to articulate complex tax and financial information to all levels of clientele, • Well-developed decision-making skills and initiative to make those decisions, • Work effectively under pressure, • Highly dedicated with a positive attitude, self-motivated, and a team player who takes initiative, • Detail-oriented with strong communication, organizational, analytical, problem solving, client service, leadership and PC skills including accounting software proficiency, • Work with other experienced CPAs to prepare and review required tax returns and deliverables for small to mid-sized, closely held businesses and individuals, working to ensure that deadlines are met, • Work with efficiency and at times under pressure to meet strict deadlines, • Work efforts with be both independently and as part of a team depending on the client needs, • Typical activities include, but are not limited to, workpaper documentation, client points, working trial balances and appropriate journal entries, year-end planning, and client specific advisory and tax research services, • Become familiar with the firm’s policies and procedures, • Become familiar with the firm technology, tax software and research suite, • Become familiar with the firm standards for workpaper preparation, • Become proficient in research of highly complex tax issues, • Become familiar with the pertinent IRS rules and regulations, • Understand the rules, regulations, and code of professional conduct of the AICPA and Circular 230, • Obtain a working knowledge of tax research techniques and the various research sources in the firm’s electronic library, • Market compensation, • Annual bonus opportunity, • Paid time off, • Health insurance, • 401(k) retirement plan, • Flexible schedule during slow seasons Due to the nature of the business, and being responsive to our clients, we are not able to support or offer a remote working environment. We do, however, offer a reasonable flexible work schedule to accommodate the various needs of our team members. Job Type: Full-time

Job Description Become the trusted advisor helping pharmacies thrive! Are you ready to build lasting relationships, solve complex challenges, and guide pharmacy teams toward success? At Liberty Software, we proudly partner with pharmacies nationwide, helping them support their patients with powerful, user-friendly software. We're excited to grow our Account Management team with individuals who can deliver expert support and personalized service—acting as the dedicated point of contact for assigned pharmacy clients. Please Note: This is a non-sales, in-person, role based in our Grapevine, TX office. Responsibilities Include: • Build and maintain strong, long-lasting relationships with assigned pharmacy accounts, including owners, pharmacists, technicians, and clerks, • Serve as the dedicated point of contact for inbound calls, emails, chats, and escalated tickets from assigned accounts, • Diagnose and resolve software-related issues efficiently, escalating complex cases when needed, • Accurately document all interactions and actions in tracking software, • Provide guidance to configure software and computer settings to meet each client's unique needs, • Ensure timely and successful delivery of solutions by collaborating with internal teams, • Communicate clearly with clients about ticket status, purchases, and requests, • Assist with high-severity requests or issue escalations as needed, • Become an expert on Liberty's software suite to guide clients in best practices, • Provide onsite and web-based training of Liberty's pharmacy software as needed, • Participate in occasional on-call rotation or overtime work when assigned Qualifications: • Minimum 2 years of relevant experience required (customer service, retail pharmacy, technical support, or similar), • Pharmacy Technician certification and retail pharmacy knowledge a plus, • Bachelor's degree in business, communications, computer science, or related field preferred, • Professional, friendly, and patient demeanor essential, • Excellent verbal and written communication skills, able to engage all client levels—from pharmacy owners to clerks, • Strong multitasking, organizational, and time management skills, • Detail-oriented with strong typing and documentation abilities, • Excellent listening and critical thinking skills, • Experience with Liberty Software products is a plus Please note: This position does not involve sales or cold calling; this is a customer technical support role. Benefits Starting Day One * 100% employer-paid medical and life insurance for employees, with optional dental and vision coverage at no cost * Family coverage available with Liberty contributing 50% of the premium * Fully vested 401(k) with employer match * Employer contributions to Health Savings Accounts (HSA) * Generous paid time off and paid holidays * Tuition reimbursement and continuing education support * Adoption expense reimbursement * Dependent Care Flexible Spending Account (FSA) for tax savings on childcare * Confidential counseling resources for mental health, financial planning, and more, via Optum EAP * Fully stocked breakroom Think you've got what it takes to be the go-to problem solver? Let's talk — Apply today! #ID1 #ZR Company DescriptionLiberty Software began as an independent computer service company serving the computer needs of community pharmacies across the South. That was over 20 years ago, but we have never forgotten how to provide the service that is so important to community pharmacies. Today, we have software and services that are focused on enabling pharmacies to meet the challenges facing them. RXQ is our flagship system and is helping pharmacists across America better serve their patients. Our passion is providing technology to community pharmacies that makes their job easier. At Liberty Software we work hard to make sure our customers are satisfied and happy. To do this, we have brought together a team of individuals who are experienced with pharmacy and technology, and just as important, are friendly and helpful.Liberty Software began as an independent computer service company serving the computer needs of community pharmacies across the South. That was over 20 years ago, but we have never forgotten how to provide the service that is so important to community pharmacies. Today, we have software and services that are focused on enabling pharmacies to meet the challenges facing them. RXQ is our flagship system and is helping pharmacists across America better serve their patients. Our passion is providing technology to community pharmacies that makes their job easier.\r\n\r\nAt Liberty Software we work hard to make sure our customers are satisfied and happy. To do this, we have brought together a team of individuals who are experienced with pharmacy and technology, and just as important, are friendly and helpful.

Job Description Financial Representative w/Fast Track to Management for Career Changers We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth into a Partner role and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $100,000 - $150,000 Responsibilities: • Utilize sales/CRM databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas, • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients, • Maintain consistent quality customer service, • Educate and consult new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs, • Develop and deliver risk management strategies for each customer based on their risk profile, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, continuing education, and monitor insurance claims to ensure mutual satisfactionQualifications:, • Candidate must be an accomplished communicator with strong verbal and written skills, • Prior sales and/or business experience preferred but not necessary, • Go-getter mindset, • Strong desire to help others, • It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environmentAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach. Take our Values in Action Self-Assessment to see how our values align! Your Role • Build and maintain a personal relationship with clients as the technical tax expert on their planning team, • Assist clients by attending client meetings and delivering client’s tax plan, • Support the financial advisory team in tax planning related functions, • Actively participate in signing and onboarding new clients to the firm, • Lead tax client service team for compliance and tax planning, • Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates), • Oversee tax projections and tax audits for clients, • Coach and develop the team through real-time and consistent feedbackYour Experience, • Bachelor’s degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred, • Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance, • Working knowledge of data collection, data analysis and evaluation, • Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint), • Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred, • Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements, • Able to manage heavy workloads and projects, many on a time sensitive basis, • Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge, • Highly motivated with ability to function well in a fast-paced environment with continued growth and development

Job DescriptionWho You Are: Winning is what you do and you have a track record of closing complex enterprise software deals to prove it. Your 5+ years of experience identifying, engaging and presenting SaaS solutions to key decision makers has prepared you to take your sales career to the next level. You cultivate relationships with high value prospects, develop a deep understanding of prospects business needs and goals. Forecasting, progressing and converting qualified opportunities into closed revenue comes natural to you. Joining a hyper-growth, startup where you will have the opportunity to make a direct impact and be part of continued growth is just what you are looking for. Does this sound like you? If so, keep reading and let’s start the conversation!What You’ll Do: • Manage a strategic set of accounts to identify, engage and nurture relationships with key stakeholders and decision makers, • Identify revenue generating opportunities and manage all stages of the sales cycle beginning with pipeline generation through customer contract signature, • Be a consultative trusted advisor for the customer by building in depth relationships and understanding their business goals and objectives, • Build and deliver product presentations & demos, • Forecast and manage your entire pipeline using CRM tools to support quota attainment, • Develop and negotiate customer contracts, • Partner with business development, product, and engineering to provide product feedback and prioritize product enhancementsWhat You Have:, • 5+ years of experience selling enterprise SaaS, fintech or mortgage industry experience a plus, • Highly motivated, resilient and a tenacious passion for winning, • Demonstrated ability to build a book of business and track record of consistent quota overachievement, • Ability to provide thorough daily/weekly/monthly forecasting metrics and communicate them in a succinct manner, • An understanding (or strong desire to learn) the mortgage capital markets industry and ability to become a Polly product knowledge expert, • Excellent written and verbal communication, presentation, networking and negotiating skills, • Ability to win support of key stakeholders, • Ability to perform well in a fast paced, rapidly changing environment, • Strong ability to articulate contractual, technical, and financial value points to clients, • Self-starter with an entrepreneurial spirit, • Ability to travel when necessaryExtras You Have:, • Established network of relationships with banks, credit unions and mortgage lenders, • Start-Up experience, • Product demonstration experienceWhy join Polly?, • High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer., • Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo., • Individual Impact & Growth: Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible and everyone’s voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills., • Hybrid Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco, driving forward-thinking solutions and fostering teamwork.Employee Benefits:, • Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions., • Comprehensive Health Coverage: Employees enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind., • Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy—because we trust you to balance work and life., • Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.Interview Process:, • Recruiting Screen - 30 minute 1:1 with a Polly Talent Team Member, • Initial Team Round - 30 minute 1:1 with Polly’s Director, Sales, • Assessment - Take Home Assessment

Job Description Founded in 1997, ALAW has grown from a modest legal practice to a comprehensive, nationwide law firm providing efficient and effective legal representation to the nation’s largest financial institutions. Headquartered in Tampa, FL, and led by a team of seasoned industry veterans across a 18-state footprint, we are strategically positioned to cater to the diverse needs of our clients, including mortgage servicers, banks, investors, and other financial institutions. Our expansive practice covers a full range of services, including appellate advocacy, attorney closing services, bankruptcy solutions, consumer collections, creditors' rights matters, foreclosure proceedings, eviction services, litigation support, regulatory compliance, REO (Real Estate Owned) services, replevin actions, and an array of other specialized legal services tailored to meet our client's unique needs. At ALAW, our dedication extends beyond our professional services. We believe in the power of community engagement and positive outreach. Our team passionately contributes to charitable initiatives, offers pro bono legal assistance, and actively volunteers in the communities where we operate. We take pride in fostering a culture that champions involvement, ensuring that our impact is felt in the heart of the community. An established, multi-state real estate and creditors' rights law firm is seeking a qualified attorney to support our Texas practice. This position offers a competitive salary and benefits package based on experience. Benefits: • 401(k), • 401(k) matching, • Health Insurance, • Vision Insurance, • Dental Insurance, • Employee Assistance Program, • Health Savings Account, • Life Insurance, • Paid Time Off, • Referral Program Salary will be based on the candidate’s level of experience. Job Requirements: · The candidate must be a member in good standing of the Texas state Bar, and licensed (or be able to obtain a license in short order) in the Texas federal district and bankruptcy courts. · 8+ years of mortgage foreclosure and collections experience is required. · The candidate must be able and willing to handle a significant volume of cases within the field of creditor's rights. · The candidate must be familiar with resolving issues in discovery practice, depositions, and conflict resolution. · Appellate experience and knowledge of TILA, RESPA, FDCPA, and the Bankruptcy Code are preferred. The candidate must demonstrate strong leadership skills, written and verbal communication skills, and must be willing to assist in growing the firm’s presence as a top-performing firm. · The candidate must value reputation and be willing to proactively develop relationships in the industry to be viewed as a trusted partner and advisor by both clients and colleagues. · Court appearances will be required, and some attendant travel may be required. · The candidate must be familiar with the Texas state legal system, and must exhibit a commitment to superior client support, confidence, and unfettered judgment. License/Certification: • Bar License in the state TX (Required), • Multiple licenses a plus. ALAW is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, pregnancy, sexual orientation, gender identity, age, disability, veteran status, or any other protected characteristic under applicable federal, state, or local law.

Job Description PolyAI automates customer service through lifelike voice assistants that let customers lead a conversation. Our voice assistants make it possible for businesses to deliver outstanding customer service that rivals their human agents. Our customers, which include the world's leading logos, are expanding how they use our platform, driving automation of critical customer service operations and integrating PolyAI into their daily customer service workflows. PolyAI is searching for an Enterprise Account Executive to lead and grow our customer relationships with leading hospitality brands, financial institutions, and select Fortune 1000 companies with high volume call center requirements. We want you to bring your great experiences and skills to develop new customers and build executive-level relationships, define the account strategy, deliver solution-based sales and drive sales and revenue growth. You will work with leading brands in hospitality, leading financial institutions, and a carefully curated set of large enterprise companies with mission critical call center requirements as a trusted advisor to evangalize a solution for voice call management that will significantly improve their customer's experience and related business goals. You will contribute to the growth and success of PolyAI by winning new business, collaborating with customers to deliver great solutions, and exceeding our sales and revenue goals. Responsibilities: * Successfully find and engage with customer experience, operations and technology executives at Fortune-class enterprises and rapidly growing medium and large private and public companies * Building relationships with key customer teams in business units, operations, technology, finance, and procurement * Understanding customer needs, presenting solutions, and crafting innovative approaches to adoption of PolyAI solutions * Meeting/exceeding goals for new customers, bookings, and sales/revenue. * Consistently provide accurate forecasting, customer qualification and account plans, solution requirements and sales pipeline management * Work with CRM and other tools to help maintain internal tracking and reporting of sales activity * Provide an exceptional customer experience to all prospects and customers * Acquire and maintain a high level of subject matter expertise and support a consultative high value customer experience * Participate with PolyAI team members and leadership to provide thoughtful and insightful feedback on market conditions, product and solution performance and brand acceptance Qualifications: * Experience selling to enterprise decision makers that include executives, business, and technical leaders. Sales experience with Call Center operations in hospitality brands, insurance and finance and banking is preferred * Demonstrated success selling to enterprise-class customers in industries including but not limited to hospitality, travel, insurance, finance and banking * Successful results meeting/exceeding sales goals, new customer contracts, revenue expansion, new product adoption. * Proven results that consistently meet and exceed annual sales targets and revenue quota * Experience selling solutions embracing SaaS, system and performance software and innovative devices. Ability to communicate analytical results a critical success factor for this role * Demonstrated success at developing customer specific proposals and business cases * Understanding and clearly communicating the benefits of complex, technical solutions to early adopters and visionaries at executive and team levels. Ability to understand and communicate about Artificial Intelligence (AI) a plus We provide a competitive salary range for this role - which is $300,000 - $350,000 OTE - depending on level and experience. Please note this range is intended as a guide, not a guarantee. Final compensation will be based on individual qualifications, relevant experience, and the scope of the role. In addition to salary, this position includes equity in the business, giving you the opportunity to share in the company's long-term success. Benefits 💰 Participation in the company's employee share options plan 🏥 Comprehensive health coverage for you and your loved ones 👪 Life Insurance ◻️ STD and LTD 💰 The opportunity to contribute to the company's 401k plan 🏝 Flexible PTO policy + 11 designated company holidays 📚 Annual learning and development allowance 🏡 We're all about making WFH work for you - that's why we offer a one-off WFH allowance when you join. Offering perks like noise-cancelling headphones or a comfortable desk chair to boost your comfort and focus! 🧡 Enhanced parental leave 👨️‍👩️‍👧 Company-funded fertility and family-forming programmes 🌸 Menopause care programme with Maven At PolyAI, we take great pride in our values - they guide everything we do. We believe that a strong culture leads to meaningful work and lasting impact. Our core values are: Only the best We expect the best from our people, we hire people that expect the best from themselves, and we nurture this drive for excellence. Ownership We care deeply about what we do. We take ownership of our initiatives, decisions and outcomes. Relentlessly improve We demand more from ourselves and are always evolving. Continuous, obsessive improvement is the only way we will transform the world of conversational AI. Bias for action Our world moves quickly and so do we. We take calculated risks and we deliver impact fast. Disagree and commit We are all working toward the same goal. If we donʼt agree with something, we work hard to understand it and when a decision is made, we accept it and give it our all. Build for people We want the world to enjoy the experiences they have with us. We are building for a future that prefers automation. PolyAI is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at PolyAI will be based on the business needs without attention to ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, neurodiversity status or disability status. Kindly find the Privacy Notice for our recruitment process by following the link here. This document provides important information regarding how we handle your personal data throughout the recruitment journey.

Job DescriptionSalary: $60,000 to $96,000 plus commissions Harmonious Capital Administration, a leader in private market investing technologyincluding cap table management and fund administration automationis seeking a high-performing and strategic Account Executive to drive revenue growth and expand our customer base. In this role, you will lead the full sales cycle, guiding prospects through a consultative process that demonstrates how our platform transforms private market operations. Your ability to communicate value, build trust, and consistently deliver results will be essential to our continued growth. Key Responsibilities 1. Prospecting & Pipeline Development • Source and engage high-quality prospects through outbound outreach, networking, referrals, and market research., • Conduct deep discovery to understand each prospects operational workflows, challenges, and objectives., • Maintain a strong, well-qualified pipeline that supports predictable and scalable revenue growth. 2. Consultative Sales Excellence • Lead thoughtful, solution-oriented conversations that position Harmonious as the premier platform for cap table management, fund administration technology, and private market automation., • Deliver tailored product demonstrations that clearly articulate value, efficiency gains, and workflow improvements., • Serve as a trusted advisor throughout the sales process, building credibility and long-term engagement. 3. Relationship Development • Build and nurture strong relationships with decision-makers, influencers, and stakeholders across private equity, venture capital, family offices, and emerging managers., • Collaborate closely with Marketing, Product, and Customer Success to ensure a cohesive and exceptional client experience., • Represent Harmonious at industry events, conferences, and networking engagements to expand visibility and pipeline opportunities. 4. Negotiation & Closing • Lead negotiations with confidence, clarity, and a focus on mutual benefit., • Overcome objections effectively by communicating platform ROIparticularly around automated workflows, operational accuracy, and compliance efficiencies., • Work with Legal and Finance to ensure timely, accurate execution of agreements. 5. Reporting & Strategic Insights • Maintain detailed, accurate activity and pipeline records within the CRM., • Deliver consistent sales forecasting and reporting to sales leadership., • Monitor sales data and market trends to inform strategy, improve performance, and identify new opportunities. Qualifications • Bachelors degree in Business, Sales, or a related field; MBA preferred., • 58 years of proven, quota-exceeding sales experience within SaaS, fintech, or financial services., • Strong prospecting, qualification, and deal-advancement skills., • Exceptional communication, negotiation, and presentation abilities., • Experience in consultative, solutions-based selling., • Demonstrated success building and managing relationships at all organizational levels., • Highly motivated, organized, and goal-oriented., • Proficiency with CRM and sales analytics tools., • SIE certification or willingness to obtain within 6 months of employment., • Ability to travel as needed for client meetings and industry events. Benefits We offer a comprehensive, competitive benefits package to support your overall well-being, including: • Medical, Dental, and Vision Coverage, • Life Insurance, • Hospital Indemnity Insurance, • Accident Insurance, • Critical Illness Insurance JoinHarmonious Capital Administration as an Account Executive and play a pivotal role in scaling the next generation of private market infrastructure. Your leadership in consultative selling and relationship building will strengthen our mission to deliver best-in-class cap table management and fund administration technology to firms across the private markets ecosystem.

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance personal lines product portfolios, drive growth, and modernize operations. We are seeking a Senior Property & Casualty Insurance Product Manager – Personal Lines with expertise in product rationalization, new product development, product run-offs, regulatory strategy, InsurTech enablement, and claims transformation. This role requires deep industry knowledge and strategic consulting skills to advise insurers on optimizing personal lines products, navigating compliance requirements, and implementing emerging technologies. Key responsibilities include leading product portfolio optimization, rate filings, and competitive market assessments. The candidate will also drive digital transformation initiatives, evaluating InsurTech solutions such as telematics-based pricing, AI-driven claims automation, and predictive analytics for risk segmentation. Additionally, they will support regulatory advisory projects, ensuring compliance with state DOI regulations, NAIC model laws, and evolving legislative changes. The ideal candidate will have 10+ years of P&C insurance product management or consulting experience, strong expertise in personal lines pricing, underwriting, and compliance, and familiarity with technology platforms like Guidewire, Duck Creek, and Majesco. Preferred qualifications include CPCU, AINS, ARM, Lean Six Sigma, or PMP certifications. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of personal lines insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. Key Responsibilities: The key responsibilities of this role will include supporting Client and Internal Project Teams with a mix of the following capabilities: Strategic Consulting & Client Advisory • Act as a trusted advisor to top-tier insurers on personal lines insurance products, including homeowners, auto, renters, and umbrella., • Lead product rationalization efforts, optimizing insurers’ portfolios to reduce complexity, enhance profitability, and improve customer experience., • Drive new product development, leveraging telematics, usage-based insurance (UBI), embedded insurance, and AI-driven pricing models., • Develop and implement product run-off strategies, ensuring compliance, financial stability, and seamless transition for policyholders., • Guide insurers through regulatory advisory initiatives, ensuring product strategies align with state DOI regulations, NAIC model laws, and evolving consumer protection standards. Regulatory Compliance & Market Strategy • Advise on state and federal regulations, helping clients navigate rate filings, compliance risks, and policyholder protections., • Manage engagements related to state DOI rate filings, competitive benchmarking, and regulatory impact assessments., • Provide insights on emerging legislative changes (e.g., climate risk mandates, AI-driven underwriting guidelines, and telematics regulations). InsurTech Enablement & Digital Transformation • Partner with technology teams to implement digital underwriting, AI-based risk models, and automation tools., • Evaluate and recommend InsurTech solutions such as:, • Telematics-based pricing (e.g., Cambridge Mobile Telematics, Arity), • AI-driven claims processing (e.g., CCC Intelligent Solutions, Snapsheet), • Fraud detection & predictive analytics (e.g., Shift Technology, FRISS), • Customer experience & digital distribution (e.g., Cover Genius, Trov), • Support insurers in modernizing core platforms, working with vendors like Guidewire, Duck Creek, and Majesco. Claims Transformation & Risk Management • Assist clients in claims process optimization, leveraging automation, AI, and predictive analytics for faster claims adjudication., • Develop strategies for fraud detection, litigation management, and claims efficiency improvements., • Work with claims and risk teams to align product design with evolving risk trends (e.g., climate change impact, cyber risks in personal lines, and increased litigation costs). Project Leadership & Stakeholder Engagement • Lead cross-functional consulting engagements involving actuarial, underwriting, IT, claims, and distribution teams., • Develop and present strategic recommendations to C-suite executives, supporting data-driven decision-making., • Manage multiple client engagements, ensuring timely delivery, regulatory alignment, and measurable business impact. Requirements • Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (MBA, CPCU, or AINS preferred)., • Experience: 5+ years in P&C insurance product management, consulting, or strategy roles, with a strong focus on personal lines., • Industry Certifications (Preferred):, • CPCU (Chartered Property Casualty Underwriter) – Deep expertise in P&C insurance., • AINS (Associate in General Insurance) – Strong foundational knowledge of insurance operations., • ARM (Associate in Risk Management) – Specialization in risk assessment and mitigation., • Lean Six Sigma or PMP – For project management and operational efficiency., • Technical Expertise:, • Deep knowledge of personal lines product development, pricing, underwriting, and risk management., • Experience with product rationalization, run-off strategies, and market repositioning., • Strong understanding of state insurance regulations, rate filings, and DOI compliance., • Familiarity with InsurTech solutions, AI-driven pricing models, and claims automation technologies., • Proficiency in data analytics tools (e.g., SQL, Python, Tableau, Power BI) for actuarial and risk modeling., • Consulting & Leadership Skills:, • Proven ability to develop strategic recommendations and present to C-suite executives., • Strong project management skills with experience leading cross-functional teams in product transformation., • Excellent problem-solving, analytical, and communication abilities., • Expertise in Agile methodologies for product development and market deployment., • Use of Lean Six Sigma frameworks for process optimization and operational efficiency. This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.5 billion in revenues in 2023.

Job DescriptionSalary: $17.00 - $19.00 per hour Job Description - Bilingual Tax Preparer About Us: Lopez Auto Insurance & Tax is a trusted name in the industry, known for our unwavering dedication to providing high-quality insurance and tax solutions. For over a decade, our commitment to accuracy, reliability, and personalized support has built our reputation as a leader in the community. Were passionate about helping clients navigate their financial journeys with confidence and peace of mind. Job Title:Part-time Bilingual Tax Preparation Specialist (Dallas and Surrounding Areas) Position Type:Part-time (Potential for Full-Time after the Tax Season as an Insurance Agent) Compensation:$17.00 - $19.00 per hour (DOE) plus performance-based commissions. About the Role: Join our team as a Bilingual Tax Preparation Specialist, where youll make an impact by guiding clients through accurate and compliant tax filing. Youll use your client-focused approach and attention to detail to maximize tax benefits while ensuring complete adherence to federal, state, and local regulations. Key responsibilities include: • Serving as a trusted advisor in the tax preparation process, educating clients on compliance and tax strategies., • Efficiently gathering and verifying financial records to streamline accurate filings., • Utilizing top tax software tools to input financial data with precision and efficiency., • Calculating deductions, credits, and tax liabilities to maximize returns and ensure compliance., • Managing tax submissions with the IRS and state/local agencies, using e-filing systems and digital platforms., • Building and maintaining strong client relationships, contributing to high customer retention through a proactive service approach. Job Requirements: • Bilingual Proficiency: Fluent in English and Spanish, with exceptional verbal and written communication skills to serve a diverse client base effectively., • Experience: At least 1 year of tax preparation experience in a professional setting in the U.S., processing both personal and small business returns., • Licensing: Active Preparer Tax Identification Number (PTIN) to ensure compliance and credibility with the IRS., • Tech-Savvy: Proficiency in popular tax software, digital filing systems, and MS Office (Excel, Word) with strong comfort in digital platforms for efficient e-filing., • Client-Centered Skills: Excellent communication and relationship management skills, with the ability to translate complex tax concepts into easy-to-understand advice., • Education: High School Diploma or equivalent (additional certifications in tax or financial planning are a plus). Why Choose Lopez Auto Insurance & Tax? At Lopez Auto Insurance & Tax, we celebrate diversity and provide a welcoming, inclusive workplace. We believe in empowering our employees and fostering an environment where every team member has the resources to grow. Join Us: If youre driven to make a difference in your community and want a challenging yet rewarding role in tax preparation, apply today. This is an opportunity to work with a dynamic team dedicated to delivering excellence and value to every client.

Job DescriptionSalary: $17.00 - $19.00 per hour Job Description - Bilingual Tax Preparer About Us: Lopez Auto Insurance & Tax is a trusted name in the industry, known for our unwavering dedication to providing high-quality insurance and tax solutions. For over a decade, our commitment to accuracy, reliability, and personalized support has built our reputation as a leader in the community. Were passionate about helping clients navigate their financial journeys with confidence and peace of mind. Job Title:Part-time Bilingual Tax Preparation Specialist (Dallas and Surrounding Areas) Position Type:Part-time (Potential for Full-Time after the Tax Season as an Insurance Agent) Compensation:$17.00 - $19.00 per hour (DOE) plus performance-based commissions. About the Role: Join our team as a Bilingual Tax Preparation Specialist, where youll make an impact by guiding clients through accurate and compliant tax filing. Youll use your client-focused approach and attention to detail to maximize tax benefits while ensuring complete adherence to federal, state, and local regulations. Key responsibilities include: • Serving as a trusted advisor in the tax preparation process, educating clients on compliance and tax strategies., • Efficiently gathering and verifying financial records to streamline accurate filings., • Utilizing top tax software tools to input financial data with precision and efficiency., • Calculating deductions, credits, and tax liabilities to maximize returns and ensure compliance., • Managing tax submissions with the IRS and state/local agencies, using e-filing systems and digital platforms., • Building and maintaining strong client relationships, contributing to high customer retention through a proactive service approach. Job Requirements: • Bilingual Proficiency: Fluent in English and Spanish, with exceptional verbal and written communication skills to serve a diverse client base effectively., • Experience: At least 1 year of tax preparation experience in a professional setting in the U.S., processing both personal and small business returns., • Licensing: Active Preparer Tax Identification Number (PTIN) to ensure compliance and credibility with the IRS., • Tech-Savvy: Proficiency in popular tax software, digital filing systems, and MS Office (Excel, Word) with strong comfort in digital platforms for efficient e-filing., • Client-Centered Skills: Excellent communication and relationship management skills, with the ability to translate complex tax concepts into easy-to-understand advice., • Education: High School Diploma or equivalent (additional certifications in tax or financial planning are a plus). Why Choose Lopez Auto Insurance & Tax? At Lopez Auto Insurance & Tax, we celebrate diversity and provide a welcoming, inclusive workplace. We believe in empowering our employees and fostering an environment where every team member has the resources to grow. Join Us: If youre driven to make a difference in your community and want a challenging yet rewarding role in tax preparation, apply today. This is an opportunity to work with a dynamic team dedicated to delivering excellence and value to every client.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Discover the Smith Region of Modern Woodmen's impact in Your community, follow this link: Our offices are located at: • 3010 LBJ Fwy, Dallas, TX 75234, • 110 Greenhill Lane, Fate, TX, United States, • 7300 TX-121 Ste 300, McKinney, TX 75070Check out the varying backgrounds of some of our local leaders: Tim Smith, Regional Director: • Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes., • Personal Milestone: Husband and father who loves spending time with his family., • Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.Roque Moreira:, • Role: Manager based in Dallas., • Background: Previously in management with a competitor before joining MWA in November last year., • Personal: Family-oriented LDS member with three boys, actively involved in church and community., • Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.Jackson Hauser:, • Role: Managing Partner (MP) based in Dallas., • Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role., • Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup., • Office: Leads a team of three in Dallas.Tim Eaton:, • Role: Managing Partner (MP) in Denton., • Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans., • Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.Meghann Moon:, • Role: FIC Investment Advisor Representative, Sr. Advisor., • Background: Previously in Hospitality Sales & Management for about 17 years. The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community. Why Choose Modern Woodmen of America: • Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve., • Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader., • Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one., • Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same., • Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.Perks/Benefits:, • Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher., • Resources aligned to support you to recruit, train and develop the team of talented professionals., • Exclusive training/development with the financial services professional supporting you., • An environment and culture of mutual support and growth., • Attainment of prestigious credentials and recognition., • Consistent opportunities for growing your income and character., • Strong benefits and retirement package., • Dental, health, and vision insurance, • Flexible schedule, • Life insurance, • Professional development assistance, • Referral program, • We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.Qualifications:, • Ability and Desire to recruit, train and develop new financial representatives., • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges, • Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus., • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.Required Active Financial Licenses:, • SIE Certification or willingness to quickly obtain, • Series 26 (or 24) License or willingness to quickly obtain, • Life/Health License or willingness to quickly obtain Deadline: Apply soon as this position will go fast. Flexible work from home options available.

Job Description We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Who We Want: As a Regional Vice President of Sales (RVP), you'll be a key force driving our mission forward. Reporting to our SVP, Sales, you'll focus on developing strong relationships with insurance brokers and benefits consultants, serving as a trusted advisor to deliver solutions that reduce risk, maximize cost efficiency, and give small and midsize businesses the options typically reserved for larger firms. This role is based within the Dallas territory with frequent local travel, putting you face-to-face with the decision-makers, partners, and brokers who are ready to transform how they approach employee healthcare. What You'll Do: Build Trusted Partnerships: You'll spend your day fostering relationships with key broker partners, educating them on Pareto's self-insurance model and helping them identify employers who can benefit from a better way to manage their health benefits. You are the bridge between their challenges and our solutions. Create Impactful Solutions: Dive deep into prospective employers' needs, providing clarity on how Pareto's innovative cost-control programs reduce risk and drive significant savings. You're not just selling; you're transforming how companies care for their employees. Strategic Planning & Execution: You'll create and execute a regional sales plan, leveraging your knowledge of the market to drive results. Whether it's meeting one-on-one with brokers, presenting to groups, or collaborating with internal teams, you thrive in a fast-paced, high-stakes environment. Collaborate Across Teams: You'll work across the organization, closely with Pareto's account management, underwriting, and marketing teams to deliver tailored solutions, ensuring our stakeholders see the full value of what Pareto offers. Drive Change: Every day, you'll help small and midsize businesses access options once reserved for large firms—offering a path to sustainable, affordable healthcare. You'll see firsthand how your work drives meaningful results for companies and their employees. What You Bring: • 5+ years of experience as a consistent top seller of self-insurance, self-funded benefits, stop-loss insurance, alternative funding or related markets., • Proven ability to build strong, trust-based relationships with insurance brokers and employee benefits consultants., • Exceptional presentation, negotiation, and communication skills. You know how to command a room and inspire action., • Strong familiarity with Salesforce or other CRM tools to track progress and drive results., • A self-starter mindset with a strong desire and a track record of winning and exceeding sales targets., • Ability to quickly translate data sets into clear insights that drive decisions and strong results, • Strong broker network and consultative selling skills, • Strong business development and relationship management skills, • Bachelor's degree in business, finance or related field., • Competitive base + incentive pay package, • 100% employer paid medical, dental, vision disability and life insurance benefits, • Flexible PTO, • Generous company 401(K) contribution, • Fitness reimbursement, • Tuition reimbursement, • Professional development stipend, • $1,000 per year donation matches to qualified agencies, • Being part of a fast growing, mission centered team RVPs who excel at Pareto see this role as a defining chapter of their career. They are leaders with the vision to help fix a broken healthcare system with the skills to build partnerships that matter at the highest level. Mission-driven with the fire in the belly, relentless in their pursuit of growth and impact. For those ready to lead boldly and leave a mark, join us on the right side of the fight! We are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. XFQeod46Rg

Job Description Elevate Your Weekend Glam! Shine Bright with Dyson’s Beauty Advisor Team and Let Your Talent Dazzle! ActionLink is searching for a high energy and enthusiastic individual to join our team as a Dyson Beauty Advisor! Imagine yourself in the chic world of Sephora where you will wow customers with Dyson's state-of-the-art hair styling tools powered by innovation and your fabulous flair! When and Where the Magic Happens! • 12-16 hours per weekend; Saturdays; 10am-6pm and Sundays; 11am-7:00pm, • Sephora stores in Dallas and Grapevine, TXWhat Makes This Role Shine!, • Opportunities to grow your skills and connect with other beauty lovers!, • Pay range: $28.00-$30.00, commensurate with experience, • Earn while you learn! Paid online training so you can share Dyson product knowledge with confidence!, • Benefits: W2 employment with biweekly pay, optional 401(k) with company match and paid time off Your Beauty Mission: • Captivate customers! Create a welcoming and exciting beauty-forward experience in Sephora stores, • Live Demos: Demonstrate Dyson's high-tech hair tools with confidence and flair, • Expert Advice: Engage customers with personalized styling tips and product knowledge, • Training: Help associates become Dyson-savvy so they can share the magic with customers, • Merchandising: Keep displays sleek, stylish, and totally irresistible!, • Share Feedback: Your insights and photos help us fine-tune the experience - every shift counts!The Talent and Traits That Make YOU Shine!, • License to style: Cosmetology license required., • Personality: Bubbly, bold and ready to chat with every shopper!, • Beauty Experience: Retail beauty sales, product demonstration, or hair styling, • Retail Royalty: If you know your way around Nordstrom, Sephora, or Ulta you're already ahead in the glam game!, • Beauty Educator: Share your product know-how, tips and tricks with individuals or in groups, • Travel-ready with trusty transportation: Great Work starts with great arrivals!, • Tech Chic: A smart device keeps you connected and allows for quick reporting, • Rock your shift with strength and style! Lift up to 30lbs and stay fabulous on your feet! We are an equal employment opportunity employer. #DYSBEAU

Job Description Be the voice of our client from our client's office in Dallas, Texas to our high-net-worth clients in Europe. You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the market—all to help each client stay on track to achieve their long-term goals. You will provide a valuable service, building relationships based on trust and the expertise that our client offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education. When you come to work for us as a Relationship Manager, our client will provide you with an arsenal of support, including: • An assigned roster of high–net-worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service, • An advanced finance and capital markets education through their training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage., • Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your “many hats” and become an expert in client relationship management and education., • Ongoing career development, empowering you to discover your own career path., • Opportunities for advancement driven by performance and attitude., • Competitive compensation that aligns your interest with the client’s, instead of working against each other. You’re meant for this role if you have finance experience and a thorough understanding of the investment industry. You will succeed if you have a desire to develop longstanding relationships as opposed to selling products or trading accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges—and along the way, seek to help us in our quest to better the investment universe. Finally, you will excel if you continuously strive to put your clients first. Our client is a different kind of investment firm. They don’t come from Wall Street, nor do they believe they fit in with most of the finance industry, and they’re proud of that. They work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make our clients purpose possible. After all, it’s our client's people that enable them to offer the level of service that they do. And they invest in them accordingly, offering exceptional benefits like: • 100% coverage of premiums for health, vision and dental insurance, • A 50% 401(k) match, up to the IRS maximum, • 8 week paid Primary Caregiver Parental Leave, • And much, much more They also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; they're a Great Place to Work Certified, and The Oregonian named us as a Top Workplace. But in the end, it’s not the perks that keep people at our client. They stay because they believe in their mission of service—their employees want to make a difference in an industry that can do better. • California employees accrue up to 17 days of PTO and 3 days of sick time per year. OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job Description DFW East Region About Us: We are a clinician founded, clinician-led™, dental service organization that has been delivering high-quality, dental care to patients since 2008. We heavily invest in 100+ hours continuing education opportunities in all aspects of dentistry including Invisalign and practice management. With over 50,000 5-star guest reviews, the company cares deeply about its brand and the Ideal Guest Experience. The company is guided by its vision to be the premier provider of all dental services under one roof while being the first choice for dentists and staff seeking a partner for growth, innovation, and learning. For additional information visit, or . Position Overview: The Regional Dental Director (RDD) serves as the clinical leader and strategic advisor for all dental practices within the assigned region. In partnership with the Operations team, the RDD ensures the delivery of high-quality, evidence-based patient care, fosters a culture of clinical excellence, supports provider engagement, and contributes to the growth and success of the Dental Support Organization (DSO). This role requires a balance of clinical expertise, leadership skills, and business acumen. In addition, the RDD will float between offices within their region to provide clinical coverage when needed and play a key role in training, mentoring, and developing new doctors. Key Responsibilities: Clinical Leadership & Quality Assurance * Promote a culture of clinical excellence aligned with the DSO’s standards and core values. * Provide clinical oversight, guidance, and support to all regional dentists. * Lead quality improvement initiatives, peer reviews, and clinical audits. * Ensure compliance with all federal, state, and board regulations (OSHA, HIPAA, CDC, etc.). Provider Management & Development * Participate in the recruitment, onboarding, and retention of dental providers. * Conduct performance evaluations and implement development plans for providers. * Mentor and coach clinicians to promote continuous growth and leadership readiness. * Facilitate continuing education, clinical training, and team-building efforts. * Float between offices across the region to provide clinical coverage, support practice continuity, and reinforce organizational standards through hands-on leadership and mentorship. Operational Collaboration * Partner with Regional Operations Managers to drive practice efficiency, performance and to provide coverage. * Align clinical and operational strategies to meet patient satisfaction and productivity goals. * Standardize treatment protocols and best practices across all supported offices. * Participate in the integration of new acquisitions or de novo practice openings. Strategic & Financial Leadership * Assist in setting regional goals for production, collections, and case acceptance. * Monitor key performance indicators (KPIs) and implement strategies for improvement. * Identify opportunities for growth, service expansion, or optimization. Patient Care & Risk Management * Support providers in managing complex cases and patient concerns. * Mitigate risk through proactive oversight and enforcement of clinical protocols. Qualifications: * DMD or DDS from an accredited dental school. * Active and unrestricted dental license in practicing states within the region. * Minimum 5+ years of clinical experience (strongly preferred 3+ years in a leadership role) * Experience in a DSO or multi-site dental environment strongly preferred. * Strong knowledge of compliance, quality assurance, and dental operations. * Excellent interpersonal, communication, and conflict resolution skills. * Proficiency with dental practice management software and reporting tools.

Job Description Mission Lane is combining the power of data, technology, and exceptional service to pave a clear way forward for millions of people on the path to financial success. By attracting top talent and leveraging cutting-edge technology, we're enabling people to unlock real financial progress. Sound like a mission you can get behind? We're looking for a Compensation Manager who excels at turning analysis into actionable compensation strategy, using clear communication and strong partnerships to bring it to life. The Impact You'll Make: You'll drive forward our mission of empowering people to unlock financial progress by ensuring our compensation programs remain competitive, equitable, and clearly understood. Your work will be a key driver in our ability to attract, motivate, and retain the incredible talent we need in order to serve our customers. In your first year, you will take ownership of our core compensation cycles (merit, bonus, and equity), refine our incentive plans, and establish yourself as a trusted advisor to HR partners and business leaders. Success means our teams feel confident in our pay practices, and we have the market data needed to plan for the year ahead. This role is a fantastic opportunity to make a significant impact on our company-wide compensation strategy and be a key steward of our compensation philosophy, helping it evolve as we scale in a high-growth, mission-driven environment. As Compensation Manager you will: • Maintain and Evolve Our Structure: Manage our compensation architecture, including job evaluations and salary structures, to ensure internal equity., • Keep Us Competitive: Lead the annual refresh of compensation data, analyzing market trends to ensure our pay remains competitive., • Run Our Core Programs: Lead the company-wide annual merit, bonus, and equity refresh processes from planning and budgeting to execution and communication., • Shape Incentive Plans: Partner in the design, documentation, and administration of our various incentive plans, from monthly production bonuses to annual corporate incentives., • Be a Trusted Partner: Work closely with HR Business Partners (HRBPs) and hiring managers to price new jobs and manage compensation for promotions, transfers, and market adjustments., • Analyze and Advise: Analyze and recommend the appropriate mix of base pay, incentive, and equity across the organization., • Support Executive Planning: Prepare clear, data-driven materials for the Compensation Committee, including peer group analysis and executive compensation data., • Bachelor's degree in Human Resources, Finance, Business, or a related field., • 7+ years of broad-based compensation experience, including job evaluation, market pricing, and salary structure design., • Demonstrated experience managing annual compensation cycles (merit, bonus, and/or equity)., • Strong analytical and problem-solving skills with an exceptional attention to detail., • Advanced proficiency in Microsoft Excel/Google Sheets (e.g., v-lookups, pivot tables, complex modeling)., • Deep experience using compensation survey data and tools., • Proficiency with HRIS and compensation management modules., • Certified Compensation Professional (CCP), PHR, or SHRM-CP certification., • Experience preparing materials for a Compensation Committee., • Analytical Rigor: You're driven to find the right answer using data and are comfortable prioritizing truth over avoiding a difficult conversation., • Accountable Partnership: You take full ownership of compensation cycles and build trusting relationships with HR partners and business leaders., • Empathetic Influence: You navigate sensitive conversations with finesse, welcoming different perspectives to educate and align., • Continuous Improvement: You actively look for ways to improve our processes, making them more efficient and effective as we scale. Annual full time base salary range: $116,000 - $150,000 Additional compensation in the form(s) of participation in our annual incentive program and equity are dependent on role. Pay is based on factors such as work experience, education, certification(s), training, skills, and competencies related to the role. Mission Lane also offers a comprehensive benefits plan, which includes paid time off, 401(k) match, a monthly wellness stipend, health/ dental/ vision insurance options, disability coverage, paid parental leave, flexible spending account (for childcare and healthcare), life insurance, and a remote-friendly work environment. #LI-DNI About Mission Lane: Founded in December 2018, Mission Lane is a purpose-driven fintech company based in the U.S., with headquarters in Richmond, Virginia. It all started with a realization: nearly fifty percent of the adult population in the U.S. doesn't have access to a clear line of credit. Most traditional credit card companies either overlook or overcharge this group because they have less-than-perfect credit scores or no scores at all. We decided this just wouldn't do. In partnership with our sponsor banks, we offer credit cards under the Mission Lane brand name, with better, clearer terms, and a more refined customer experience than the alternatives available to people working hard to improve their credit. To date, over four million consumers have chosen Mission Lane, earning high customer ratings on Credit Karma for its market segment and industry leading Net Promoter scores. Mission Lane has cumulatively raised over $600 million of equity from leading investors, including Invus Opportunities, QED Investors, LL Funds, funds affiliated with Oaktree Capital Management, and other leading investors. Our commitment to a workplace built on respect and dignity is guided by our core value of Unity. We believe that everyone plays a vital role in our shared purpose, and we actively cultivate an environment where all individuals have the opportunity to do their best work. By fostering a culture of empathy and collaboration, we create a strong sense of belonging and support for every team member. Mission Lane is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or any other protected status. Mission Lane provides reasonable accommodations to applicants who need them for medical or religious reasons, as required by law. Applicants can initiate an accommodation request by contacting . Mission Lane is not sponsoring new applicant employment authorization and please, no third-party recruiters. Application Integrity: Our cardholders trust us with their financial well-being, and this trust starts with the integrity of the people on our team. We're looking for team members who share our dedication to transparency and truth. Please verify that the information in your application is accurate and complete. Providing any information to Mission Lane that is not completely truthful at any point during the application or hiring process may result in removal from the hiring process, disqualification from future opportunities, withdrawal of an offer or other sanctions for candidates and, in addition for employees, disciplinary action, up to and including termination of employment.