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Job Description: Prioritize Client Success Translate questions into analytical problems and deliver clear, data-driven answers. Create dashboards, reports, and visualizations that empower users to explore and understand key metrics. Partner with stakeholders to uncover trends, anomalies, and insights that drive action and decision-making. Work with incomplete or messy data, asking the right questions to clarify and guide analysis. Tackle ambiguity with confidence—identify assumptions, experiment quickly, and iterate fast. Solve ambiguous problems by making informed decisions with the best available data. Go beyond surface-level reporting to explore what’s really going on—why something happened, not just what. Ask questions that challenge assumptions and dig into data to uncover root causes. Use a hypothesis-driven approach to analysis, combining curiosity with a rigorous mindset. Develop scalable and repeatable reporting and analytics solutions. Ensure data integrity and quality in every analysis. Document methods and train others to ensure continuity and shared understanding. Be scrappy, stay hungry. Move fast, experiment, and adapt—speed and agility are extremely important. Roll up your sleeves and get your hands dirty. Take ownership and find creative solutions to technical challenges. Balance speed with quality—deliver fast, but don’t cut corners. Work collaboratively across teams, combining diverse skills and perspectives to drive better outcomes. Jump in wherever needed—from wrangling datasets to refining the story for an executive audience. Make data approachable—translate complex analytics into plain language for non-technical audiences. Requirements: At least two years of experience working with data to answer business questions—through analysis, visualization, and storytelling. Proficiency with analytical tools like SQL, Excel, and BI platforms (e.g., Power BI, Tableau, Looker). Strong communication skills—you can explain your thinking clearly and adapt to different audiences. A curious mindset—you love digging into data and asking, “What else can we learn from this?” Experience working with stakeholders to understand problems and deliver insights that matter. A drive for continuous learning and growth in the evolving data landscape. Benefits: A collaborative, supportive culture where you’ll be surrounded by smart, driven people who genuinely want to see you succeed. Challenging, meaningful work with clients who trust us to solve their toughest problems. The ability to make a real impact, not just within projects, but in shaping the future of our firm. A dynamic workplace that values flexibility, autonomy, and real results.

Job Description: Own the company’s P&L, balance sheet, cash flow, and treasury management. Establish and manage the monthly/quarterly financial close process. Lead budgeting, forecasting, and FP&A in coordination with executive leadership. Manage relationships with external accounting firms, tax advisors, and auditors. Own lender compliance and reporting (existing and future facilities). Deliver board-ready financial packages to the Founder and PE sponsor. Hire and manage a Controller and build out the finance team. Execute capital markets transactions to monetize the company’s mass tort receivable pipeline, including factoring, credit facilities, and structured financing. Lead the company’s transition from cash to accrual accounting (ASC 606). This is a major near-term project involving accounting firm engagement, revenue recognition policy development, 2–3 year historical restatement, and full audit—estimated at 8–12 months to completion. This is the single most consequential infrastructure project on the near-term horizon. Build lender-grade portfolio reporting and data infrastructure in coordination with operations and technology. Develop and maintain the borrowing base methodology and underwriting framework for the receivable portfolio. Engage and manage relationships with institutional lenders, specialty finance counterparties, and structured finance counsel. Present proposed transactions to the Investment Committee for approval. Own the financial narrative for investors: audited financials, capital markets documentation, and portfolio analytics. Requirements: 10+ years of progressive finance leadership experience, including CFO or VP of Finance roles. Experience as a finance leader at a PE-backed company, with understanding of board reporting, investor reporting, and sponsor expectations. Deep operational finance capabilities: monthly close, FP&A, budgeting, cash management, and audit coordination. Demonstrated experience leading or managing accrual accounting conversions from cash basis, including ASC 606 revenue recognition policy development, historical financial restatement, and coordination with outside audit firms. This is a critical near-term project and candidates without direct experience managing this type of conversion will be at a significant disadvantage. Exposure to structured finance, receivable monetization, asset-backed lending, or capital markets transactions. Direct deal origination experience is a plus but not required. Ability to build and lead a finance team, including hiring a Controller and potentially a capital markets analyst. Strong communication skills for board presentations, lender negotiations, and cross-functional coordination. Legal industry or specialty finance experience is a plus but not required. Benefits: Private Health Care Plan (Medical, Dental & Vision) Company HSA contributions for HDHP participants Flexible Spending Accounts (Health & Dependent Care) Company-Paid Short-Term Disability Coverage Voluntary Long-Term Disability, Life, AD&D, and Supplemental Coverage Options 401(k) Plan with Company Match Paid Time Off (Vacation, Sick Time & Select Holidays) Paid Parental Leave

Job Description: Research, write, and structure substantive training content across legal practice areas, professional skills, and leadership development topics relevant to attorneys and paralegals. Produce complete, scalable learning content packages including: module scripts and narration text, facilitator guides, participant workbooks, knowledge checks, discussion guides, and job aids. Translate complex legal concepts, procedures, and skills into clear, accessible, scenario-based learning content appropriate for practitioners at varying experience levels. Develop realistic and scalable case studies, practice scenarios, and skill application exercises that reflect the day-to-day realities of family law practice. Ensure content reflects jurisdictional nuances across MFL’s operating states, in partnership with subject matter experts. Design the structure, sequencing, and learning objectives of multi-module training programs, ensuring logical progression and a scalable coherent curriculum architecture. Develop scalable program blueprints and content maps that define scope, sequence, duration, format, and assessment strategy for each program. Apply adult learning principles and evidence-based instructional design frameworks to ensure content drives measurable competency development, not just knowledge transfer. Collaborate with managing attorneys, practice group leaders, and subject matter experts to gather substantive input and ensure content accuracy and relevance. Develop assessment strategies — including knowledge checks, practical simulations, and competency rubrics — to measure learner progress and program effectiveness. Provide the Learning Experience Designer with complete, well-organized content packages that are ready for production — clear scripts, annotated outlines, and design intent notes. Review completed design deliverables to ensure content integrity was maintained through the production process. Maintain and update existing training content to reflect changes in law, firm policy, and best practices. Develop assessment and evaluation measures to help determine whether training is effective, including completion, assessment results, learner feedback, practical exercises, and observed skill application. Contribute to program evaluation efforts by analyzing assessment data and learner feedback to inform content revisions. Stay current on developments in family law, legal professional development, and adult learning research relevant to MFL's training priorities. Requirements: 3+ years of experience in curriculum development, instructional content design, or a related field — with a demonstrated ability to produce high-quality, structured written content. Exceptional writing and communication skills, with the ability to write clearly for both practitioner and novice audiences. Strong understanding of adult learning theory, instructional design frameworks (ADDIE, SAM, backward design, or equivalent), and competency-based training development. Experience conducting needs analyses and developing learning objectives that align to measurable outcomes. Ability to work independently, manage multiple content projects simultaneously, and produce complete deliverables on deadline. Comfort working with subject matter experts to extract, structure, and synthesize complex technical information into learning content. Preferred: Background in legal education, paralegal studies, or professional development within a law firm or legal services environment. Familiarity with family law concepts and multi-jurisdictional practice (experience in any of MFL's practice states is a plus). Experience developing scenario-based and simulation-style learning content for professional skills. Familiarity with LMS platforms and how content is organized and delivered in a digital learning environment. Experience with legal research tools or comfort rapidly developing working knowledge of unfamiliar legal subject matter. J.D. or paralegal certification, or equivalent legal professional experience. Benefits: Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Short Term & Long Term Disability Training & Development Work from Anywhere -- eligible after 6 months.

Overview : CPA firm seeking a Tax Director/Partner with a specialty in Compensation and Benefits. Candidate will be responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. This position can be fully REMOTE.

Position Title: Marketing Campaign Execution Lead Analyst Location: Considering candidates who live within 50 miles (commutable distance) to out client's Corporate Offices in Evansville IN, Baltimore MD, Wilmington DE, Charlotte NC and Irving TX Duration: 6-12 months with possible extension Employment Type: Contract role on W-2 through Above and Beyond Talent Acquisition, Inc. (A&B Talent) Work Arrangement: Remote within the US Pay Rate: $50.00 to $55.00 Client Info / Who they are: Above and Beyond Talent Acquisition represents the country’s largest lending-exclusive financial company, serving millions with safe, affordable installment loans through 1,500 branches in 44 states. For over 100 years, their dedicated team has helped customers improve their financial lives with responsible, transparent solutions for debt, medical bills, home improvements, and auto purchases. Who we are looking for / Requirements: Core Technical Skills (Mandatory) Strong hands-on experience with:Adobe Journey Optimizer (AJO) Adobe Campaign v8 Experience building and managing:Customer journeys and workflows Audience segmentation and targeting Multi-channel campaigns (email, SMS, push) Development & Personalization Proficiency in:AMPscript JavaScript HTML/CSS Experience creating dynamic and personalized content Data & Integration Ability to work with:Data ingestion and transformation processes Schema configuration and event definition Real-time customer profile activation Experience collaborating with data engineering teams Other Key Requirements Strong troubleshooting and optimization skills Understanding of:Campaign performance metrics Deliverability best practices Data governance and privacy standards Performance Objectives / What you'll be doing: Design and optimize customer journeys in Adobe Journey Optimizer across email, SMS, and push Build and manage workflows in Adobe Campaign v8, including data ingestion, targeting, and automation Develop dynamic, personalized content using AMPscript, JavaScript, and HTML/CSS Integrate campaign tools with data sources, configuring schemas and real-time events Monitor performance, troubleshoot issues, and ensure compliance with deliverability and privacy standards Note: This role requires the consultant to be available on call from 8:00am EST to 5:00pm EST. Perks of working with US / What we offer: Health, dental, and vision benefits offerings 401K plan The salary, other compensation, and benefits information are accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law. “Above and Beyond Talent is an equal opportunity employer and staffing firm.”

Job Description: Pitch and secure coverage across mainstream, tier-1, and industry outlets on an ongoing basis to position MoonPay as a globally recognized brand. Own the end-to-end press release lifecycle — from drafting and internal review through legal approval, partner sign-off, and wire distribution via PR Newswire. Build and maintain MoonPay's network of media contacts, proactively sourcing new journalists to cultivate ongoing relationships with key press contacts to drive future coverage Field inbound press inquiries, coordinating with internal subject-matter experts to provide timely and accurate responses Track and compile comprehensive media coverage reports and visibility metrics Write supporting content including blog posts on MoonPay’s Newsroom Source and draft Assist with award nominations and industry list submissions Prepare briefing documents and talking points for executives ahead of conference panels, fireside chats, and media interviews Support speaker logistics for events — registrations, scheduling, and coordination with event organizers Coordinate across time zones with product, partnerships, legal, and leadership to align on messaging and announcement timing Manage relationships with PR tools and vendor platforms Keep the GTM pipeline tracker up to date and flag scheduling conflicts or dependencies Requirements: 4–6 years of experience in journalism, communications, PR, or media relations — ideally in crypto, fintech, or high-growth tech Strong writing skills — able to produce press releases, blog posts, briefing docs, and social content that are polished, accurate, and interesting Comfortable working across product, partnerships, and legal teams in a fast-paced, async-first environment Highly organized with the ability to manage multiple concurrent projects and a fast-moving editorial calendar Experience with wire distribution services and PR tools such as Muck Rack, Cision, or others Background in crypto or blockchain — understanding of stablecoins, on/off-ramps, and regulatory landscapes Experience coordinating with external PR agencies and international media coverage (not mandatory) Prior agency experience at a crypto or fintech-focused PR firm (not mandatory) Benefits: Competitive salary package Equity package: We believe financial freedom starts with our employees, so all employees have ownership at MoonPay Pay for performance equity bonus: Those who drive outsized outcomes receive outsized rewards Moonshot award. We honor exceptional impact - 10 employees twice a year, each earning a $250,000 equity grant. Unlimited holidays: We give you the autonomy to choose when to work (and when to switch off) Hybrid working schedule: Work fully remotely or your nearest Moonbase, the choice is yours Private Healthcare benefits: To protect you and your loved ones Enhanced parental leave: So you can spend more time with your loved ones without a second thought Annual training budget: We support your training journey every step of the way Home office setup allowance: Create the home office of your dreams Remote working allowance: Those working fully remotely get a little extra for utilities Monthly budget to spend on our products and zero fee crypto transactions: Cultivate your inner DEGEN Employee referral programme: Great people know great people, refer them to receive 10K in USDC Regular remote company offsites: Meet your colleagues regularly for high impact in person sessions and hackathons Working in a disruptive and fast-growing company where excellence is rewarded

Job Description: Own the client relationship. You’re the primary point of contact from kickoff to closeout. Clients trust you, lean on you, and come back because of you. You communicate proactively, and they never have to chase you for a status update. Own the plan. You’ll run up to 20 concurrent engagements ($30–50K, 3–8 weeks), coordinating small engineering teams alongside our AI-powered delivery tools. You track milestones, flag risks early, unblock teams fast, and keep work moving before anyone has to ask. AI handles documentation and reporting overhead so the volume stays manageable. Run the engagement from kickoff to hypercare. You run a structured cadence: 30-minute kickoff, 2–3 discovery sessions, FRD review, UAT, and hypercare. You author the FRD with AI, lock first discovery within seven business days, and clear open items before development starts. Status goes out every Monday. Every meeting has a purpose, an agenda, and a result. Hold the line on scope and commitments. You enforce scope discipline so projects stay profitable and clients get exactly what was promised. Out-of-scope requests go through a change request before work begins. No exceptions, but you handle it in a way that strengthens the relationship rather than straining it. Operate from inside Claude. Claude is your primary interface, not a tool you reach for occasionally. You use it to pull context (SOW summaries, account history, project health briefings), to run the skills that produce client-facing artifacts (kickoff deck, discovery questionnaire, FRD, UAT guide, weekly status report), and to keep Notion — our system of record — current. The scrum agent reports project status into a dashboard you act on; you don’t chase engineers for updates. Spot the next dollar. You’re the eyes on the ground inside the account. Spot follow-on projects, managed services opportunities, and adjacent problems we could solve. Loop in sales when there’s something to chase — you don’t close the deal, but you make sure it never gets missed. Requirements: 4+ years experience in technical project management or client delivery at a software services or consulting firm, owning plans, milestones, and engineering coordination across multiple concurrent engagements. Working knowledge of Salesforce and/or MuleSoft — enough to speak the language credibly and spot when something's harder than estimated, but deep architecture or implementation experience isn't required (AI handles that layer). Comfortable in a Kanban-style, agent-orchestrated model where daily status comes from a scrum agent and project health is a dashboard — if you need sprint cadence and ticket grooming to feel productive, you'll be miserable here. Exceptional written and verbal communication — clear, concise, confident, and warm. A high-volume, high-context-switching operator who can hold 15–20 active engagements and switch between them cleanly — volume is the role, not a phase you're trying to grow out of. Schmoozer with an engine — you build warm relationships clients refer to peers, but when something needs to move, you move it. Hungry, ambitious, highly coachable — you'd rather be corrected fast than be comfortable. A bias for action, decisive under chaos. You act first and analyze second; if you need exhaustive context before committing, this role will eat you alive. Hands-on experience using AI tools (Claude, Cursor, ChatGPT, or similar) as part of your day-to-day workflow. Benefits: Competitive salary + performance bonus Medical, dental, and vision coverage 401(k) with generous company match Flexible PTO and remote-first work environment Annual professional development budget (certifications, conferences, AI tools) Equipment stipend

Job Description: Responsible for supervising, managing and motivating team members daily to function in a goal-oriented manner. Through supportive leadership, create an inspiring and trusting team environment promoting the growth of team members with an open communication culture. Responsible for effective planning and scheduling of workload and performance of team members. Coordinates team efforts to complete a timely month end project review. Assists, in limited capacity, with month-end Project Review week. Serves as Quality Control and review all projects, quarterly, to identify issues. Maintains lead point of contact for Finance and Finance Systems Director, Chief Financial Officer, Chief Operating Officer and Sector Leaders for monthly reporting. Strives to increase EBITDA margins by developing and providing timely, consistent, accurate Key Performance Indicators reporting through use of Power Bi, Reporting, Month-end summaries/packages, perform data analysis and forecasting to support operational investments and decision making. Works with Finance and Financial Systems Director to assist with the Acquisition Integration procedures and processes. Requirements: Must have a BA/BS and eight (8) years related experience, MA/MS and six (6) years related experience, or ten (10) years related experience. Must be mentally and physically capable of performing all essential duties required of the position. Must possess above average Microsoft Office suite skills. Must be proficient with Adobe products, database management software and the Internet. Must maintain positive working relationships with others, both internally and externally. Must work equally well with all levels of management, clients, and employees. Must demonstrate excellent oral and written communication skills. Must be able to anticipate, understand and respond to the needs of internal and external clients. Must be able to work collaboratively and effectively with others to set goals, resolve problems, and make decisions to enhance organization effectiveness. Must demonstrate the ability to undertake self-directed tasks when necessary. Must possess strong conflict resolution skills. Must demonstrate excellent time management skills and attention to detail. Must demonstrate above average analytical skills. Must have above average MIS, accounting, and financial skills. Must be able to develop a work schedule, set goals, create/implement action plans and monitor progress towards goals. Must demonstrate the ability to make clear, timely decisions. Must be able to work overtime as needed. Must be able to travel occasionally. Benefits: Freedom to Work program: Set your own schedule and location (as appropriate). Principal program: Earn the opportunity to become an owner of the firm. Flexible paid time off/vacation: Take time off when it makes sense for you and your team. Career development: Explore a wide range of learning and growth opportunities within and across industries. Health, life, vision, and dental insurance: Cover all your medical bases. Paid sick time, retirement plan, fitness reimbursement, pet insurance, identity protection, technology stipend, employee assistance program, and more!

Job Description: Foster a sales and relationship building strategy for the firm Accountable for sales and revenue generation and/or client relationship management Use industry knowledge and proactively research trends, competitor services, and client needs Lead all aspects of client partnerships, ensuring satisfaction and problem resolution Serve as an advisor to clients and generate account growth Mentor and guide less senior professionals in compliance with sales policies Coordinate sales opportunities for assigned clients Requirements: Bachelor's degree or the equivalent combination of education and relevant experience 10+ years of total relevant work experience FINRA series 7 and 66 licenses Strong relationships with Wires, Independents, and Regional Broker Dealers Working knowledge of Broker/Dealer product platforms CFA, CFP, CIMA, or MBA Benefits: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits

AG Consulting Engineering, PC (AG) a design, engineering and construction management firm headquartered in Manhattan, New York is looking for a HVAC Design Engineer to support a variety of infrastructure projects in New York City. Duration is long term. Employees at AG embrace ownership of each project, bringing quality, innovation, and integrity into each client relationship. The key to AG’s continued success is its commitment to developing and investing in our employees. Position: HVAC Design Engineer Location: New York City Projects: Infrastructure A.G. Consulting Engineering, P.C. offers salary commensurate with experience, a comprehensive benefits package which includes medical, dental, disability, life insurance, 401K plan, tuition reimbursement, and more. A.G. Consulting Engineering, P.C. is an Equal Opportunity Employer. AG is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristics protected by law.

Overview This person will oversee complex tax engagements for wealthy individuals, families, and related entities (individual, trusts, estates, gift, partnerships) and must have previous HNW experience in review & compliance, tax planning & advisory, client management, supervision & mentoring, and practice development.

Job Description: Build senior business and technology relationships with energy clients and Kyndryl account teams Lead consultative sales pursuits and shape client strategies Leverage established relationships to open doors and build pipeline Originate, develop, and close new business aligned to C-suite priorities Partner with account leadership on account planning Provide industry and technical thought leadership Mobilize and mentor pursuit and delivery teams Requirements: Proven track record in IT consulting (preferably with a top-tier global firm) 10+ years of experience in oil & gas consulting and technology services sales Learning agility and industry curiosity Experience delivering workshops, assessments, strategies, roadmaps, designs, and deployment plans Executive presence and strong communication Bachelor’s degree in a related field (business, economics, engineering, computer science) Master’s degree in a similar field or MBA preferred Benefits: Medical and dental coverage Disability coverage Retirement benefits Paid leave Paid time off Discretionary annual bonus program, based on performance Professional development opportunities

Job Description: Develop and execute the firm’s AI and legal innovation roadmap. Identify opportunities to improve legal workflows, client experience, and operational efficiency through AI and automation. Evaluate emerging technologies, platforms, and vendors relevant to legal services delivery. Lead design and implementation of AI-assisted legal workflows across the client lifecycle. Collaborate with internal development teams and outside vendors to build scalable technology solutions. Develop policies and governance frameworks for responsible AI usage within the firm. Ensure compliance with confidentiality obligations, attorney-client privilege requirements, cybersecurity standards, and applicable professional responsibility rules. Evaluate and manage relationships with AI, automation, and legal technology vendors. Help lead organizational adoption of AI-enabled workflows and tools. Develop internal training, education, and change-management initiatives. Serve as an internal advisor and subject matter resource on AI capabilities, limitations, and best practices. Requirements: Bachelor’s degree or equivalent practical experience in technology, business, operations, legal technology, computer science, information systems, or related field. 5+ years of experience in AI implementation, workflow automation, digital transformation, product management, legal technology, operations strategy, or related fields. Experience implementing or managing AI-enabled systems in a professional services, legal, healthcare, financial services, or other regulated environment. Strong understanding of generative AI tools, automation systems, APIs, and workflow orchestration concepts. Demonstrated ability to manage cross-functional projects and operational change initiatives. Excellent communication, organizational, and strategic thinking skills. Familiarity with OpenAI, Anthropic, vector databases, prompt engineering, workflow automation platforms, document automation systems, CRM integrations, and client portal technologies preferred. Understanding of legal ethics, confidentiality obligations, and professional responsibility considerations related to AI usage preferred. Benefits: Health insurance HSA/FSA options Short-term and long-term disability Dental and vision care Life insurance 401(k) Vacation Sick time Access to an employee assistance program Accident insurance Disability insurance Critical illness insurance Long-term care insurance Pet insurance Commuter and transit benefits may be available in some locations

Job Description: Partner with marketing, product, and business development teams to integrate customer performance insights into user and partner acquisition strategies Lead the design, execution, and analysis of A/B experiments on new and existing features, extracting key insights to inform product and business strategies Define, understand, and test levers to drive profitable and scalable user acquisition and partnership growth Identify opportunities to automate manual processes and optimize operational efficiency Requirements: Bachelor’s degree in a quantitatively or intellectually rigorous discipline 1+ years of management consulting experience from a top firm (McKinsey, Bain, and Boston Consulting Group preferred) OR relevant experience in business analysis/operations High level of comfort with SQL and/or running complex data analysis Benefits: Health insurance 401(K) plan with employer matching Paid time off Paid parental leave Wellness benefits Equity opportunities

AG Consulting Engineering, PC (AG) a design, engineering and construction management firm headquartered in Manhattan, New York is looking for a Plumbing Design Engineer to support a variety of projects in New York City. The duration is long term. Position will be a hybrid schedule. Position: Plumbing Design Engineer Location: Manhattan, NY Projects: Buildings / infrastructure The Plumbing Design Engineer will design plumbing and fire protection systems including domestic cold-water system, water treatment, domestic hot water systems, sanitary drainage and vent systems, storm drainage systems, pumping systems, natural gas distribution systems, medical and/or laboratory systems, special plumbing systems and fire suppression systems. Responsibilities include: The design of plumbing and piping systems for buildings and structures. Preparation of drawings detailing the systems designed. System design calculations. Selection equipment for use in building systems. Preparation of written reports describing the proposed systems and alternatives. Coordinating your work with the engineers of other disciplines. Attend meetings and communicate with clients to establish their needs and discuss design issues with them. Incorporate sustainable design methods in buildings. Qualified professionals will have: Sound knowledge in mechanical / plumbing engineering fundamentals Familiarity with codes and standards, specifically IPC, UPC, CPC, ASPE standards, LEED water efficiency, and NFPA bachelor’s Degree Minimum of 4 years’ experience in the design and specification of plumbing and fire protection systems. MUST BE PROFICENT IN REVIT. Qualities: Effective communication skills essential for team-based work Excellent planning and organization skills required for our challenging environment Must be initiative-taking, initiative-taking and willing to take on new challenges A.G. Consulting Engineering, P.C. offers salary commensurate with experience, a comprehensive benefits package which includes medical, dental, disability, life insurance, 401K plan, tuition reimbursement, and more. A.G. Consulting Engineering, P.C. is an Equal Opportunity Employer. AG is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristics protected by law.

Job Description: Serve as senior technical lead on projects with revenue of $2M to $3M annually. Contribute to successful business development of new clients and projects at greater than $500K annually, with a focus on brownfields redevelopment, groundwater/soil characterization and remediation, landfill engineering, or water resources; Write and review technical reports and proposals. Assist with project management activities. Mentor and train technical staff and ensure quality work products. Requirements: BS in Engineering. Master's degree is preferred. Minimum 8 years of experience with environmental/remediation services, including technical writing, technical oversight, project management, business development, and staff management. Experience with manufacturing, utility, oil & gas, municipal (including landfills) sites; petroleum and chlorinated solvent contaminants and Potentially Responsible Parties (PRP) groups. California PE required Proven track record in business development and project management experience. Experience mentoring and developing staff. Strong technical writing skills and the ability to successfully multi-task Safety mindset and awareness and a good record and understanding of safe work practices. 40-hour HAZWOPER certification. Valid driver's license required. Strong communication skills. Proficiency with Microsoft Office suite. Benefits: Company-subsidized medical and dental. Company-paid life, short- and long-term disability. 401k match, tuition assistance, and more. Cross-training and the ability to work on a variety of projects. Performance-based bonuses or other incentives. Working with the best and brightest in the industry. 2,000+ employee national firm with 70+ locations across the US.

Job Description: Collaborate with Huron and client senior leaders to design and implement goal-achieving solutions Deliver remarkable results that meet but usually exceed specified engagement objectives Construct enduring relationships that benefit the firm in profound ways including selling additional project work into clients Lead teams, create solutions, and masterfully communicate on every level Requirements: 10+ years’ experience in the information technology or consulting field 10+ years’ experience working with vendor solutions, vendors and partner sales and alliance leadership Strong client focus – ability to operate at prime customer contact level Demonstrated breadth and depth of operational service delivery management expertise, preferably in an international environment Demonstratable experience having designed and implemented significant productivity as well as customer satisfaction improvements Strong development focus – advocate of developing employees, teams and the business Significant experience leading and managing teams (including matrix management) within an operational service delivery or shared services environment Strong commercial and financial awareness, including monitoring, and coordination of budget ownership Experience in sourcing bids, from pre-sales to successful implementation, preferably in an international setting Thorough understanding of customer’s business and market sector with ability to leverage knowledge in anticipation of the evolving needs of customers Strong communicator at all levels Systems and IT literate Proven contract negotiations and supplier management experience Bachelor’s Degree in business, computer science or IT related field Benefits: Medical, dental and vision coverage 401(k) plan with a generous employer match Employee stock purchase plan Generous Paid Time Off policy Paid parental leave and adoption assistance Wellness Program supporting employee total well-being

Job Description: Coach/Mentor staff to assist with enhancing their skills and further developing their career Manage office workflow and procedures Lead client engagement and become relationship owner Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns Provide advisory services to clients related to tax, finance & business practices Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies Requirements: 6+ years of experience preparing and reviewing individual, corporate, partnership and estate tax returns BA or higher degree in accounting CPA / EA required Prior team management experience a major plus Benefits: Opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Competitive compensation 401(k) and medical benefits Firm sponsored continuing education

Job Description: Own end-to-end execution of CEO/CFO-sponsored growth initiatives Own Competitive Intelligence and Corporate Strategy Synthesize industry developments in AI/ML and developer tooling Inform "Build, Partner, or Buy" decisions Requirements: 4 years at a top-tier strategy firm (Bain, BCG, McKinsey, or comparable) 3+ years in an operating role at a technology company Exposure to M&A processes (buy-side diligence, integration planning) Proven expertise in structuring and executing complex, cross-functional strategic projects Exceptional analytical skills Strong communication and presentation skills Deep understanding of the cloud, infrastructure, or developer-focused technology space Experience partnering directly with Product, Finance, Cloud Capacity, and GTM leaders Benefits: We prioritize career development. We care about your well-being. We reward our employees. Health insurance 401(k) matching Flexible work hours Paid time off Remote work options

Our education client is hiring a remote Classification Strategy Consultant to support their team in Washington, DC!! Responsibilities: - Review existing classification and compensation practices and provide recommendations aligned with industry standards and public sector best practices. - Assist in the development of policy language, guidance documents, and procedural frameworks related to position classification, job description standards, and reclassification and review processes. - Provide technical review of proposed job structures and classification decisions. - Support HR leadership in establishing sustainable processes and governance for maintaining the classification structure. Qualifications: - Completed bachelor's degree - 5+ years' experience defining and maintaining classification structure within an HR office The Midtown Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are a small, woman-owned business certified by the Women’s Business Enterprise National Council (WBENC). Operating from our headquarters in Washington, DC, we provide trusted staffing services nationwide. Our clients include thousands of the most prestigious Fortune 500 companies, law firms, financial organizations, tech innovators, non-profits, and lobbying firms, as well as federal, state and local government agencies. The Midtown Group is a multi-award-winning "Best Places To Work" staffing firm in Washington, DC (per Inc. Magazine)!!

Job Description: Drive Rapid Value & Activation (The First 30 Days) Own the Outcome: Lead the transition from sales to success. Strategic Change Management: Act as a consultant to law firm leadership. Data-Driven Enablement: Monitor product usage and engagement metrics daily. High-Stakes Relationship Management: Maintain the high-touch, white-glove experience. Champion Development: Identify and empower firm champions. Cross-Functional Collaboration: Act as the voice of the newly activated customer. Mentorship: Support the growth of the activation team by refining playbooks. Requirements: 5+ years in high-touch Customer Success, Sales, or Implementation roles, ideally within high growth SaaS. Experience with Enterprise-level change management is a major plus. Communication Mastery: You can pivot your communication style instantly. Analytical Rigor: You are comfortable using data to tell a story and decide where to spend your time. Project Command: You don't just manage projects; you command them. Road Warrior Spirit: You are excited to travel up to 50%. Benefits: Choice of medical, dental, and vision insurance plans for you and your family. Additional insurance coverage options for life, accident, or critical illness. Flexible paid time off, sick leave, short-term and long-term disability. 10 US observed holidays, and Canadian statutory holidays by province. A home office stipend. 401(k) for US-based employees and RRSP for Canada-based employees. Paid parental leave. A local in-person meet-up program. Hubs in San Francisco and Toronto.

Job Description: Oversee end-to-end delivery of all Fractional COO, Fractional CFO, and Bookkeeping engagements, ensuring methodology consistency and client satisfaction across the portfolio. Directly manage, coach, and develop team leads and individual team members when needed; conduct regular 1:1s, performance reviews, and capacity planning. Work with the COO to build, refine, and enforce standardized financial frameworks including P&L management, cash flow forecasting, and balance sheet review for client engagements. Serve as escalation point for complex client financial situations; provide hands-on fractional support when required. Collaborate with the COO and senior leadership on fractional service product development, pricing, and operational scalability. Maintain business operating rhythms and systems within the fractionals team including scorecards and quarterly rock/boulder planning. Requirements: 10+ years of progressive experience in operations and/or finance leadership roles. Demonstrated ability to produce and analyze core financial statements: P&Ls, cash flow statements, and balance sheets. Experience leading and managing teams of 5 or more direct reports in a company with $20M+ in annual revenue. Meaningful experience working with small-to-mid-market companies in the $10M–$15M revenue range, not solely enterprise or Fortune-level organizations. Commitment to consistent methodology delivery and client accountability frameworks. High professionalism, discretion, and executive presence when interfacing with law firm owners and senior leadership. Bachelor's degree in Business, Finance, Accounting, or a related field (preferred; equivalent experience considered). Accounting or finance certification/background (CPA, CMA, or similar) is a plus. Prior experience in an EOS/Traction operating company is plus. Benefits: We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY. FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work. Team member education and learning budget on courses, events and books. 401(k) with a 3% Match. WFH or come to the office. The choice is yours!

Job Description: Establish and operationalize a robust supplier cyber risk & resilience management program to identify, assess, and support resolution of cyber and resilience risks across RTX’s supply chain. Identify, implement and maintain processes, methodology, tools and technologies to support supplier cyber risk and resilience management. Plan and conduct supplier cyber & resilience assessments, identify risks, document risk assessments in standard report deliverable, and support implementation of risk mitigation strategies. Document and manage findings and remediation plans in RTX’s authoritative source of record throughout the entire finding lifecycle. Support evaluation of supplier compliance with RTX cybersecurity policies, industry standards, and government regulations (e.g., NIST, CMMC, DFARS). Build strong relationships with suppliers to promote cybersecurity best practices and drive continuous improvement in supplier cyber risk management. Lead efforts to address supplier-related cybersecurity incidents, including root cause analysis and corrective actions. Develop and maintain key performance indicators (KPIs) and dashboards to measure the effectiveness of the supplier cyber risk management program. Provide regular status update on program health to Director - Digital Risk. Drive supplier and internal awareness programs to enhance understanding of cybersecurity risks and requirements. Partner with RTX supply chain, product security, and other relevant teams to align supplier cyber risk management strategies with corporate objectives. Partner with cross-functional teams, including IT, Cyber Defense, Internal Audit, Legal, and Compliance, to ensure a cohesive and integrated approach to digital risk management. Partner with other GRC functions to drive the development and implementation of risk-based policies and controls to safeguard digital assets and ensure compliance with industry standards and regulations. Stay updated on industry trends, regulatory changes, and best practices related to digital risk. Must be willing occasionally travel onsite in Dallas, TX or Farmington, CT. Requirements: A University Degree in a related field and a minimum of 10 years of prior relevant experience, or an Advanced Degree in a related field and a minimum of 7 years of relevant experience. Prior relevant work experience must include digital risk management, cybersecurity, or a related discipline. Experience working in a global, heavily regulated industry. 3+ years of experience in a risk advisory or consulting firm (preferred). Strong understanding of digital risk management frameworks, standards, and best practices (e.g., NIST 800-53, NIST 800-171, ISO 27001, CMMC). Proven track record of successfully building or transforming supplier cyber risk management programs in large, complex organizations. Proven ability to lead cross-functional teams and manage complex projects in a matrixed organization. Familiarity with supply chain processes and product security requirements. Relevant certifications such as CISSP, CISM, CRISC, or similar are desirable. Excellent analytical, problem-solving, and decision-making skills. Highly proficient in Microsoft Office products with experience in preparing presentations and presenting to executive leadership. Benefits: Parental (including paternal) leave Flexible work schedules Achievement awards Educational assistance Child/adult backup care Medical benefits Dental benefits Vision benefits Life insurance Short-term disability benefits Long-term disability benefits 401(k) match Flexible spending accounts Employee assistance program Employee Scholar Program Paid time off Holidays

Job Description: Lead synchronous remote lectures and "build-along" sessions Guide students through hands-on exercises including agent design patterns and API integration Provide real-time troubleshooting and debugging support in Python Break down complex systems-thinking into actionable steps Hold dedicated sessions for student feedback and guidance Requirements: 7+ years in software engineering, with 2+ years of experience in agentic AI systems Deep proficiency in Azure AI Foundry, Copilot Studio, and Semantic Kernel Expert-level Python proficiency, API design, and advanced prompt engineering Proven experience teaching technical topics or leading engineering teams AZ-900 and AI-900 certifications required; AI-102 preferred Experience as an AI Engineer or Azure Solution Architect at a Tier-1 tech firm is a major plus

Job Description: The Accounting Manager, Client Advisory Services acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. This role applies accounting theories and principles to resolve complex business challenges and optimize financial processes, ensuring accurate financial reporting and compliance. Job Duties - Apply accounting theories, principles, and systems design to address complex business challenges and optimize financial processes - Review accounts and research discrepancies - Provide oversight of the accounts receivable and accounts payable process - Ensures timely invoicing, collection, accurate and efficient bill payment processing, and reconciliation activity - Develop work plans, project timelines, and key milestones - Review journal entries, ensure accurate financial reporting and compliance with regulatory requirements - Review account balances and financial statements - Research issues identified by staff and works toward resolution - Ensure proper workpaper documentation for all accounts - Managing regulatory requirements and internal reporting deadlines - Participate in quality assurance initiatives - Review of work done by themself and others before submission, including balance sheet reconciliations, P&L classification and state and local tax filings for accuracy and compliance - Communicating frequently and effectively with client contacts - Provide general accounting feedback and recommendations to clients - Ensure delivery goals are met by the team through process management and inter-departmental communication - Identify client issues and deficiencies and assist with recommending solutions - Act as the primary client contact - Build client relationships and involve other team members to leverage diverse perspectives and deliver comprehensive solutions - Actively listen to clients, provide timely responses and address client needs effectively - Facilitate client meetings and involve junior team members in these - Manage client workload and projects from initiation to completion, developing workplans, project timelines, and key milestones - Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support - Prepare, communicate and monitor budgets on client engagements - Act as a coach to junior team members - Share knowledge, insights, and best practices with others through training, coaching, or mentoring - Provide timely feedback to team members - Highlight performance strengths and weaknesses for team members, focusing on behaviors and outcomes - Facilitate frequent meetings with direct reports and assists with setting their performance goals - Supervise a team for day-to-day management of scheduling, training and procedure - Provide guidance and direction to team members to develop skills and overcome challenges - Delegate work effectively to staff based on their qualifications, capabilities, and interests - Manage staff workload ensuring optimal utilization of resources and maintaining a healthy balance for team members - Act as a technical resource to support project teams, troubleshoot issues, and provide guidance - Recognize issues and develop resolutions and consults with leadership if necessary - Communicate potential additional service offerings to clients - Nurture established networks in establishing full-cycle business development - Participate in the development and implementation of solutions to clients - Complete and document research calls in a timely fashion - Other duties as assigned Requirements: • Knowledge of the market and industry trends - Prior business experience and ability to apply that experience to a wide range of client situations - Technology skills in MS Word, Excel, PowerPoint, and Outlook, QuickBooks, QuickBooks Online, and other software - Familiarity using a CRM - Ability to motivate and lead staff - Strong attention to detail - Ability to meet tight deadlines and manage unexpected and sometimes urgent firm or client matters as they arise - Project management and time management skills - Unrelenting commitment to client satisfaction Education: - Bachelor’s degree in accounting - Master’s degree preferred Experience: - Minimum of 5-7 years of experience or relevant experience - Team and project management experience required Licenses/Certifications: - QuickBooks Online Pro Advisor Certification - CPA License Benefits: Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k with 3% contribution) - Life Insurance (Basic, Voluntary & AD&D) - Family Leave (Maternity, Paternity) - Short Term & Long Term Disability - Training & Development - Wellness Resources - Four (4) weeks PTO - Twelve (12) paid holidays, of which three (3) are floating holidays

New Jersey based CPA firm engaged in public accounting, tax planning and preparation, and financial consulting is seeking an Accountant to join its team. The firm is dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs. Salary will be commensurate with experience. Responsibilities: · Income tax review and preparation, tax planning for individuals, partnerships, corporations, and estates & trusts · All aspects of client responsibility and contact including write-up, tax projections, planning and business consulting · Summarizes financial status by collecting information and preparing financial statements · Conducts follow-up research to solve problems encountered or reported during normal compilation/compliance activities · Manage compliance with different requirements not limited to U.S. GAAP and TAX BASIS accounting including OCBOA · Analyzing financial data and creating reports for management, stockholders, and external parties, such as lenders or vendors Requirements: · Five to ten plus years related experience in public accounting · Bachelor’s degree in Accounting, Finance, or related field preferred · Proficient with Microsoft Suite with advanced Excel skills · Working knowledge / proficiency with Thomson Reuters CS Professional Suite Accounting Software - Ultra Tax · Strong leadership, communication, and motivational skills · Multitasker with ability to work independently; be self-motivated, flexible and creative · Attention to detail and capability to analyze large amounts of data are a must. To apply directly to this Accountant position email your resume to: " "

Job Description: Serve as a senior client-facing leader responsible for the successful delivery of ERP implementations, focusing on NetSuite and Workday solutions Lead and direct cross-functional project teams, ensuring alignment across stakeholders, timelines, and deliverables Manage project scope, timelines, budgets, and resource allocation; proactively track availability and optimize utilization across engagements Identify, assess, and mitigate project risks by implementing effective risk management plans and escalation strategies Drive project governance, including status reporting, KPI tracking, and executive-level communication on project health and outcomes Build strong client relationships, acting as a trusted advisor to guide clients through complex ERP implementations and business transformation initiatives Act as a Solution Architect on select engagements, leading solution design for NetSuite and Workday implementations, ensuring alignment to client business requirements and best practices Collaborate with functional and technical teams to define end-to-end system architecture, including integrations, data strategy, and configuration decisions across NetSuite and Workday platforms Provide strategic guidance on system design trade-offs, scalability, and long-term maintainability of ERP solutions Champion a client-first mindset, using expertise, creativity, and problem-solving skills to deliver measurable value and positive outcomes Promote and model BPM’s values, including supporting remote-first operations, leveraging digital collaboration tools, and contributing to sustainable workplace practices Requirements: Bachelor’s degree in Management Information Systems, Accounting, Business, or related field 7+ years of experience in ERP consulting and project management, with demonstrated experience leading implementations for NetSuite and/or Workday Proven experience managing complex, full lifecycle ERP implementations in a consulting environment Strong project management expertise, including development of work breakdown structures, project plans, and resource forecasting (e.g., Microsoft Project, Smartsheet) Deep understanding of ERP ecosystems, including data migrations, integrations, reporting, and system customizations Experience contributing to or leading solution architecture for ERP implementations, including translating business requirements into scalable system designs across NetSuite and/or Workday Experience leading large, distributed teams across multiple concurrent engagements Excellent client management and executive communication skills, with the ability to influence stakeholders and drive decision-making Strong knowledge of Agile, Waterfall, or hybrid delivery methodologies Willingness to travel up to 25% as needed Benefits: Total rewards package: personalized benefit structures and financial compensation options that provide choice and flexibility Comprehensive benefits coverage for you and your dependents Flexible work arrangements and health and wellness programs Interactive wellness platform and incentives Employee assistance program and mental health resources Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections 14 Firm Holidays including 2 floating days Flex PTO Paid family leave Winter break Summer hours Professional development opportunities: CPA exam resources and bonuses, firm support for professional memberships/certification, a coach program, and live classes, workshops, and seminars through BPM University

AG Consulting Engineering, PC (AG) a design, engineering and construction management firm headquartered in Manhattan, New York is looking for a Mechanical Construction Inspector to support our client’s Project team in Manhattan and the Bronx. Position is immediate. Position: Mechanical Construction Inspector Location: Manhattan, NY Project: MTA Projects Responsibilities Primarily involving the inspection of mechanical, plumbing and fire protection systems with some concrete work, structural, electrical, architectural and environmental work. Project Scope: Remove the existing emergency pumps in all pump rooms. b. Remove the existing pneumatic Pumps in PR-3175 and PR-3177 and replace them with new emergency floor-mounted pumps. c. Provide new emergency pumps in all pump rooms. d. Replace existing pump car 4” ball valves with new 4” gate valves. e. Provide new 4” camlock pump car hose connectors, including 4” flanges and extension pipes in all pump rooms. f. Provide discharge pipes along the tracks for PR-2133 and PR-2134. g. Clean track drain inlets pipes. h. Replace baffles plates entering the sumps. i. Provide check valves in existing pressure relief manholes. Experience in many types of mechanical construction including mechanical equipment room upgrades and rehabilitation, hot water generators, boilers, breeching, piping installation/replacement/upgrades, water distribution systems, building management systems, HVAC installation and controls, fire alarm upgrades, security system upgrades, pump systems. Ability to read plans and specs and prepare written contract administration documentation such as daily narratives (work reports), controlled inspection reports, daily time and material records, and document unit price work. Identify potential extra work issues and keep Resident Engineer advised of issues. Review plans for constructability and prepare comments. Qualifications: -Bachelor’s Degree in Mechanical Engineering from an accredited college or university is preferred. -Minimum 5 years’ experience inspecting construction work -Valid Driver’s License required. - OSHA 30-hour certification required. - PMG123 Certification - Active NYCT Track Safety Training - Excellent oral and written communication and presentation skills. --Familiarity with Microsoft Outlook, Word and Excel. - Night and weekend shifts will be required. A.G. Consulting Engineering, P.C. offers salary commensurate with experience, a comprehensive benefits package which includes medical, dental, disability, life insurance, 401K plan, tuition reimbursement, and more. A.G. Consulting Engineering, P.C. is an Equal Opportunity Employer. AG is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.

Regional CPA firm seeking a Tax Manager with a focus in Real Estate: residential, commercial, industrial, land, special purpose, etc. This position can be hybrid or fully remote.

Legal Assistant/Paralegal - New Providence NJ - $65k- $75k Midsized law firm, located in New Providence, NJ, seeks an experienced legal assistant/paralegal to support Managing Partner specializing in labor and employment law. Candidates must be well organized and able to manage a very busy calendar. There is heavy coordination of meetings and schedules as well as related clerical and administrative duties of a legal nature. A perceptive person with effective communication skills would do well here. Five years experience an accredited New Jersey law firm is required. Paralegal certification is preferred. Hours are: Monday through Friday 9–5. Excellent benefits so offered. Interested candidates are encouraged to forward résumé in Word format to: Only qualified candidates will be contacted.

Job Description: Planning and directing all accounting operational functions Managing the accumulation and consolidation of financial information for internal and external financial statements Assessing accounting and internal control systems Managing monthly and annual close of income statement and balance sheet, the reconciliations of accounts, and G/L analysis Financial Statement preparation and review Participate in close, review and consolidation of the US Group including international subsidiaries Analyze, apply and improve policies, procedures, controls and methodologies Assist with creation of and monthly monitoring of the yearly budget and forecasts Assist with management of finance department operations, including accounts payable and payroll Research, prepare and execute Finance Department initiatives such as software and systems implementation and other departmental or firm-wide improvements, as required Requirements: Bachelor’s degree in accounting/finance Exceptional Accounting Knowledge 3+ years’ experience in Accounting Experience with Software industry is a plus International accounting experience is an advantage A highly productive self-starter with very strong work ethic and commitment to excellence Strong accountability and detail oriented; prepares accurate and timely work product Ability to work independently and thrive, and be a team player Strong communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations Superior organization skills and the ability to prioritize Ability to adapt to the rapid business and organizational changes that accompany a high-growth environment Excellent computer skills with MS Office software, including Excel, Word and PowerPoint, (NetSuite a plus!) Benefits: Operative cares about your privacy and protecting your data.

Job Description: A Legal Assistant at LOGS provides exceptional work to the financial institutions we represent in a wide variety of creditor rights’ matters. This position is required to take and apply direction from various internal and external parties. A Legal Assistant will produce work product that reflects both the quantity and quality expected for their specific assigned tasks and do so with a high degree of accuracy. The Legal Assistant contributes value to the operations team by working to complete all duties thoroughly, accurately, and timely. This role also ensures compliance with laws, regulations, client requirements, court rules and best practices; collectively working to provide quality legal services to our clients. Duties and Responsibilities for this role include but are not limited to: Court filings, motions to substitute plaintiff, motions to substitute counsel, e-filing receipts, outgoing mailings. Update internal Firm systems and external client systems within the expected timeframes. Sort, scan, categorize, label, digitally file and properly organize legal documentation. Complete assigned work queue items in the designated timeframes. Grasp and retain basic legal concepts and terminology that impact ability to produce accurate work product. Assist with preparing various required items for clients and courts. Review incoming documents and disperse to appropriate parties. Communicate professionally through various platforms: phone, email, internal/external messaging systems timely. Timely complete all assigned trainings in the Firm LMS. Additional duties as assigned. Requirements: High school Diploma Experience working in a fast-paced environment Experience working in a technology driven environment Skilled at accurate data entry. Strong ability to adhere to basic instructions, job aids and procedures. Ability to adhere to Firm policy and apply policy requirements while processing assigned work. Strong time-management skills. Self-driven with ability to work independently or collaboratively, as needed. Commitment to providing exceptional, responsive, and time-bound service. Highly proficient with Microsoft Office suite of programs (Word, Excel, etc.) and computer savvy. Benefits: Medical coverage HSA with quarterly employer contributions Dental coverage Vision coverage Group Life insurance* Supplemental Life Insurance plans Long and Short Term Disability First Stop Health for all employees* Legal Service benefit for all employees Hospital and accident indemnity coverage National discount programs for all employees* 401k with employer matching PTO* (Accrual based)

Human Resources Business Partner - Eastern U.S. Status: Full-Time / Permanent / Exempt Location: Remote (must be located in an EST state) Travel: 50-75% within assigned region Salary: $100,000-$120,000 Per Year + Annual Bonus Overview: As the member of a high performing team, the HRBP will serve as a business partner and subject matter advisor to the business, supporting and promoting Employee Engagement, Continuous Improvement (Lean Sigma), Customer Experience and Sustainability (Safety + Environmental + Profitability); such that we are able to achieve our strategic metrics, and be the leading a national brand. Essential Functions of the Role: Employee Relations / Engagement Respond to employee relations matters including; investigations, coaching, conflict resolution, discipline, and documentation; train managers as needed Partner with Chief People Officer and executive management re: employee engagement (GALLUP); administer annual engagement survey, analyze data, and align results to strategic goals Research and make recommendations regarding existing and new policies and procedures Be apprised regarding evolving legislation and regulations, Federal, State and Local, make recommendations accordingly Provide pre and post-support for acquisitions Perform Exit Interviews; track and respond to findings and make recommendations as needed Maintain high level of confidentiality in personnel data, terminations, legal actions, and related activity Support on-boarding processes and ensure compliance and consistency Benefits Partnering with Sr. HR Administrator and benefit/ brokerage firm, respond to employee benefit questions and resolve issues, identify repeat issues, and recommend countermeasures to eliminate said issues Manage employee benefits orientation program and open enrollment Audit and approve monthly benefits bills, including medical, dental, vision, LTD, FSA, Life, AD&D Manage Workshare program Compliance Create and/or revise job descriptions, acting as subject matter advisor for management; draft Score Cards (in accordance with WHO method) for newly hired persons eligible to receive performance bonuses Manage company’s LOA programs, i.e. FMLA, state mandated paid LOA, STD, coordination of Worker’s Compensations LOA w/ state mandated programs, ADA, etc.; responding to requests, sending required paperwork, tracking time; act as advisor to management and employees Manage administration of and adherence to Drug-Free and Reasonable Suspicion program, as well as Substance Abuse Program and Return-To-Work programs Act as a back-up for the company’s Risk & Compliance Manager, including but not limited to claims administration, claims management, etc. Produce compliance reports for EEOC, EEO-1, etc. Partner with management and select employees regarding visa applications (excluding H2B) Draft and maintain Standard Work for HR processes Maintain the HR playbook Other Partner drafting and issuing of HR related communications Support HR projects and initiatives Other duties as deemed necessary by business needs and management. Decision-Making Authority: Autonomy on basic employee relations matters; partner with the Chief People Officer for more complex ER issues. Vendor billing, escalate as needed Working Relationships: Internal: HR department, Executive Management, Branch Management, Field, Admin & Contract Employees External: Vendors, Employment Attorney, and DOL Physical Demands: Must be able to sit for extended periods, lift up to 10 lbs. and navigate/use computer system. Mental and Visual Demands: Flow of work and nature of duties involves normal coordination of mind and eyes much of the time. Qualifications for the role: Three to five years of relevant experience, multi-state oversight required Bachelor’s degree or equivalent work experience Critical thinker with strong problem-solving abilities Project management experience Strong interpersonal and influencing skills Excellent oral and written communication skills Readily pivot and prioritize changing demands HRIS proficiency, UKG experience preferred

Job Description: Prepare and review small business tax returns, primarily S Corporations and owner returns Review bookkeeping and accounting records for accuracy Prepare tax projections and assist with tax planning Research federal and state tax issues Communicate accounting and tax matters clearly to clients Manage multiple client engagements and deadlines Collaborate with Client Managers and firm Partners Requirements: 3–6 years of public accounting experience Strong background in small business accounting and taxation Experience with S Corporations Excellent written and verbal communication skills Detail-oriented, organized, and deadline-driven Ability to work independently in a remote environment Comfortable using cloud-based accounting software Bachelor’s degree in Accounting (required) CPA license (preferred, not required) Master’s in Taxation (a plus) Benefits: 401(k) 401(k) matching Work from home

Regional CPA firm seeking a Tax Manager with a focus in Real Estate: residential, commercial, industrial, land, special purpose, etc. This position can be hybrid or fully remote.

Job Description: Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets for the assigned territory on a monthly, quarterly, and annual basis. Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan that aligns with the principles of a long-term perspective and a consultative sales approach. Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms. Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements. Create a travel schedule that optimizes coverage in the designated territory to achieve all sales and activity metrics. Schedule, conduct, and follow-up on activities based on agreed upon goals, including group sessions, one on one, meetings, educational seminars, and client entertainment. Implement effective client segmentation and a service model that facilitates regular contact with top clients and prospects. Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO to deliver the right resources to the right clients at the right time. Establish and maintain productive working relationships with key regional COIs across our top partner firms. Comply with all travel and expense reimbursement and activity reporting in a timely manner. Support PIMCO Business Objectives. Requirements: Minimum of a bachelor’s degree required. CIMA, CAIA, CFA designations, and/or an MBA are a plus. Minimum five (5) years of experience in an external client-facing role, such as business development or field sales, along with a robust network of established relationships with financial advisors within the Arizona market, focused on the IBD channel. Possession of FINRA Series 7 and 63 licenses. Strong territory management skills and demonstrated track record meeting sales quotas. Proven entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships. Exhibited exceptional client engagement skills and consistently achieved high levels of client engagement while building strong, lasting relationships. Outstanding verbal and written communication skills to engage with key partners, present sales materials, and provide technical information about our products. Strong financial services background with knowledge of investment trends and advisor best practices. Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs. Benefits: Professional development opportunities

Job Description: You will be the face of the firm for new clients, using legal expertise to build trust and sales instincts to close deals. Achieve HubSpot CRM proficiency and manage the sales cycle from initial contact to signed engagement letters. Consistently achieve established monthly conversion and case acceptance targets and contribute to strategic refinement of sales scripts or intake processes. Requirements: Hold a J.D. and an active license to practice law in a US state. Minimum of 1 year of experience practicing law. Minimum of 1–2 years of experience in sales with a history of hitting performance quotas. Minimum of 1 year of daily professional experience using HubSpot (or similar CRMs) for pipeline management. Demonstrated ability to translate complex healthcare law into actionable value propositions for prospective clients. Active license to practice law in Minnesota or California preferred. Physical residence near San Diego, CA or the Twin Cities, MN preferred. Experience using AI and comfort with prompting for AI-assisted tasks preferred. Interest in contributing to firm content creation, including video and thought leadership preferred. Benefits: 50% premium coverage provided by the Company. 3% Company matching contribution to an IRA (base salary). 18 days of PTO plus 7 paid holidays annually. Flexible time off after 1 year of employment. Commission: 2% of Attributed Gross Revenue, paid quarterly.

Job Description: Provide assistance to attorneys in fact investigation, witness interviews, drafting pleadings and correspondence, legal research, document preparation and production, database management, docketing/case management, and overall client service. Prepare materials for and assist in preparation for depositions, hearings, and trials and related proceedings, and attend same if needed. Pre-trial preparation and trial attendance. Prepare draft pleadings and discovery. Coordinate filing of pleadings/documents and arrange for service. Collect and summarize medical and/or other records. Assist with calendaring/docketing. Work with attorneys in multiple offices. Act as a liaison between clients, colleagues, and experts to ensure timely communication of case information and production of materials. Stay informed of developments in the product liability practice areas and the Paralegal industry. Maintain professional demeanor and attitude. Comply with firm policies. Sustain attention to detail and quality of work. Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance. Independently organize and manage files or delegate similar tasks to Paralegal Assistants or Information Governance and supervise same. Attend and participate in in-house CLEs. Mentor Paralegal Assistants. Anticipate attorney needs. Independently handle all key duties without supervision of another Paralegal or Senior Paralegal. Meet billable hour requirement of 1500 hours per year. Requirements: Asbestos, Silicosis, or other Toxic Tort litigation experience mandatory (California specific) Paralegal Certificate or Bachelor’s degree in a law related field or Associate’s degree and paralegal training. Benefits: Medical and dental coverage Life insurance Short-term and long-term disability insurance Pre-tax flexible spending account for certain medical and dependent care expenses An employee assistance program Paid Time Off Paid holidays Participation in a retirement plan program after meeting eligibility requirements Competitive compensation

JOB TITLE: PRINCIPAL PROCUREMENT SPECIAIST LOCATION: TUCSON (REMOTE) RATE RANGE: 34.00-37.00 PER HOUR JOB#: 15027387 REQUIRED: • Demonstrated ability to display good judgement and solve problems in the absence of an obvious clear path. • Demonstrated commitment to high ethical standards regardless of the circumstance. • Demonstrated interpersonal skills that allow for successful work in a diverse environment with numerous internal and external customers. • • Typically requires a University Degree or equivalent experience and minimum 5 years prior relevant experience Federal Acquisition Regulations (FAR/DFAR), ITAR or import/export requirements • Experience with SAP (PRISM/APEX), automation tools, and processing information. • Experience in written contractual authorization/vehicles (Firm Fixed Price, Cost Plus, T&M, etc.). JOB DESCRIPTION: We have an exciting opportunity for an experienced Procurement professional who will be responsible for executing the overall procurement activities associated with Contingent Labor via multiple procurement methods. • What are the main functions of this role? • Prepare and obtain of all manner of solicitations including RFQ, RFP, RFI and cost Proposal/Quotation activities from prospective subcontractors, leased labor, technical service and consulting providers. • Employ various techniques to analyze cost/price, technical capability, and financial viability. • Managing Supplier's critical path in support of key program milestones. • Monitoring and reporting cost, schedule and status of suppliers and recommends or implements corrective action as necessary. • Analyze quotations/proposals utilizing price/cost analysis techniques such as CAPA and/or Price Analysis. • Review of Statements of Work ensure in accordance with Policies, work instructions, state and federal law. • Develop negotiation strategies and lead formal negotiations (Price, Delivery, Terms). • Perform purchase order documentation in accordance with Government regulations (FAR/DFAR,etc.) and Raytheon policies. • Place compliant purchase orders for both high and low dollar packages of various procurement complexity. • Engage in significant interaction with Business EXIM, Legal, Sr. Leaders, Gate Reviews, internal and external stakeholders. • Support escalations and resolution of internal or external customer concerns/issues. • Desired Skill Sets: • Demonstrated experience in the procurement and management of contingent labor within a government contracting environment, ensuring compliance with regulatory requirements and industry standards. • Signficiant Experience in leading formal negotiations (price, schedule, and supplier exceptions to contractual flow-down requirements, as well as standard Terms and Conditions), and with supplier management • Significant Experience with proposals from prospective suppliers, analyzing cost/price, technical capability, financial viability, and conducting investigations to ensure ability to perform within cost and schedule • Experience with of all phases of sourcing and procurement execution to include price negotiation, reductions, terms and conditions, and completion of compliance EPAD Packages • Previous experience with integrated supply chain, including strategic procurement • Experience with technical requirements of procured services including Statements of Work (SOW) and Leased Labor, and experience completing compliant Procurement Packages utilizing Raytheon standard systems and experience with a variety of agreements: Teaming, Bidding, and PIAs/NDAs. • Years of Experience Required (if any): o 5 years • Education Level Required: Candidate must have a Bachelors Degree (with a strong preference towards degrees in Business or Engineering Disciplines) or an equivalent combination of education and experience (Bachelor Degree = 4 years of additional applicable experience) • How will the contractor's success be measured? o PR to PO Cycle Time o Compliance Scores against PO Packages • Culture o Collaborative Team Environment Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities * While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. Benefits offered are in accordance with applicable federal, state, and local laws and subject to change at TCM's discretion.

Job Description: Lead and develop a team of sellers focused on partnership-led growth. Own team quota attainment and revenue performance across business motions. Build and scale partner-sourced pipeline within HVG firms. Drive new logo pipeline and conversion within Core firms. Coach sellers to position AI solutions as firm-level transformation drivers. Monitor team activity through Salesforce and Gong for forecast accuracy. Recruit, onboard, and ramp new sellers as the team scales. Requirements: 5+ years in B2B sales, preferably in legal tech or SaaS. At least 2 years in sales management or team lead capacity. Experience leading quota-carrying teams with a track record in new business acquisition. Ability to influence without authority across territory owners and account teams. Familiarity with mid-size law firm workflows preferred but not required. Understanding of AI-driven legal solutions and document intelligence. Proficiency with Salesforce for pipeline management and performance tracking. Benefits: Flexibility & Work-Life Balance: Flex My Way with up to 8 weeks remote work. Career Development: Continuous learning culture with Grow My Way programming. Industry Competitive Benefits: Flexible vacation, mental health days, retirement savings, tuition reimbursement. Culture: Globally recognized for inclusion, belonging, and work-life balance. Social Impact: Two paid volunteer days off and pro-bono consulting opportunities. Making a Real-World Impact: Opportunities to pursue justice and transparency on a global scale. Comprehensive benefits package including health, dental, vision, disability, and life insurance.

Job Description: Create written proposals for priority opportunities, and drive procurement agreements to contract execution Analyze scope of supply, contractual obligations and exactly understand customer’s functional needs Present pricing recommendations to internal and client management. Facilitate the contracting process including confirming contract executions with suppliers. Identify procurement risks, opportunities, potential changes, claims and market forces during the entire project Ensure that major Procurement risks, changes to original scope of supply and potential claims (towards customers and suppliers) are covered in valid contracts undefined Ensure that contractual obligations (towards the customer that must be fulfilled by supplier) are covered in a way that mitigates client risk exposure Share standard methodology and conduct training sessions across platform Develop strong support relationships with functional leaders and key site operations personnel across all business units. Utilize primary sources of market intelligence and learn to disseminate and present this information to prospects, employees, and clients to recommend executable buying strategies. Effectively communicating market intelligence and market risk and clients with those insights as required. Provide further assistance related to Pricing duties as requested. Maintain & organize data and communication corresponding to pricing activity within the company and with Third Party Suppliers. Assist in the creation, organization, and distribution of market intelligence across the firm. Utilize existing knowledge to facilitate continued development of proprietary software platform. Continually assess and improve the working knowledge of their colleagues on the Energy Procurement team Requirements: University Degree (Science, engineering, math or related fields) 5+ years of previous energy industry experience required – commercial & industrial commodity procurement experience preferred Strong written and verbal communication capabilities Demonstrated track record as a transformative leader, collaborator, and change agent capable of getting results Cross-functional and cross departmental communication, collaboration, and relationship building with individuals from functional departments across the company and with external suppliers! Superb multitasking ability and management Exceptionally organized, efficient Task oriented and self-motivated Advanced Microsoft Benefits: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays Early access to earned wages through Daily Pay

Job Description: Contribute to transformation program delivery. Support end-to-end delivery of complex, cross-functional transformation initiatives — maintaining project plans, tracking milestones and deliverables, producing status reports, and coordinating across workstreams. You are accountable for your outputs, not just your effort. Drive change that actually lands. Develop and execute change management and communications deliverables — impact assessments, engagement plans, stakeholder communications — that address the people side of transformation and support real adoption. Build client relationships. Engage directly with client teams, build trust with stakeholders, and develop the presence and credibility that distinguishes a strong consultant. You’ll be supported by senior team members, with growing responsibility as you develop. Grow as a consultant. Engage actively with feedback, mentorship, and learning opportunities. Bring curiosity and initiative to every engagement and build the skills — including AI-enabled delivery capabilities — that will define the next generation of consulting. Requirements: 2+ years’ experience working in fast-paced, large enterprise environments, either as a consultant or an internal employee, with exposure to complex transformation programs Adaptable and comfortable with ambiguity — you can work across functions and industries, and you lead with curiosity rather than waiting to be the expert Some change management experience — you’ve helped organizations work through transitions, not just documented the plans A clear, confident communicator — you write well, present credibly, and can build rapport with clients and colleagues at all levels High proficiency in Microsoft Excel, PowerPoint, Word, and Teams Benefits: Yearly Performance bonus: up to 5% 401(k): Employer match — 100% on the first 3%, 50% on the next 2% Time off: 20 days PTO + at least 10 Paid Holidays + 6 Paid Sick Days Health: PPO Medical, Dental, Vision, Life, and Long-Term Disability Flexibility: Digital first, fully remote — no mandatory commute or office days Mentorship: Direct access to consulting leaders with Big 4 and top-firm backgrounds Growth: Monthly check-ins and twice-yearly reviews with clear, transparent criteria Team: Annual company retreat and regular team events

Job Description: Lead and manage buy-side and sell-side accounting and financial due diligence engagements Develop relationships with clients and engage in effective interactions with target company executives Perform quality of earnings and working capital analyses Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price Identify and evaluate financial and operational trends of target companies Communicate effectively, both verbal and written, our due diligence findings Supervise multiple professionals and prioritize tasks, serving as a hands-on lead for engagements from inception to completion Participate in performance reviews and new business development activities Requirements: Bachelor's Degree in Accounting (preferred), Finance or related business discipline 10+ years within a professional services discipline, with 7+ years of direct experience in Financial Due Diligence and a foundation in audit, financial reporting, or CFO responsibilities (Big 4, National or large Regional CPA firm experience preferred) Advanced Degree or relevant professional certification such as CPA or CFA preferred Strong GAAP, data analysis/mining and critical thinking skills Experience working with Private Equity groups preferred Willingness to travel as needed (expected Benefits: annual bonus medical, dental, and vision care disability and life insurance generous Paid Time Off retirement plans Paid Care Leave

AG Consulting Engineering, PC (AG) a design, engineering and construction management firm headquartered in New York is looking for Civil Inspectors with civil construction experience. Position: Civil Inspector Location: New York City Project: Rail / Stations Responsibilities: Inspectors will perform inspections for the following: sheeting, excavations, piles, concrete & Framework,, rebar installations, general site work, drainage, earthwork, paving, concrete work, reinforcement steel placement, utility relocation work, coordination and safety. Able to read contract documents and construction plans. Assure that proper document control, quality assurance documentation and construction project records are kept. Basic Qualifications: BS degree in Engineering or Construction Management is preferred Minimum 3 years heavy civil related experience. OSHA 30. Strong interpersonal skills. Proficiency in the use of standard Microsoft Office products. A.G. Consulting Engineering, P.C. offers salary commensurate with experience, a comprehensive benefits package which includes medical, dental, PTO days, holidays, disability insurance, life insurance, 401K plan, tuition reimbursement, and more. AG is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.

Job Description: Provide compliance and consulting services to BT Partners Perform technical review of complex individual tax returns and all supporting tax documents. Lead multiple engagements that deliver proactive tax planning and strategic consulting. Grow technical competence by applying technical developments to complex situations. Manage the client experience as the primary point of contact for about 75 clients. Invest in your professional development individually and through participation in firm wide learning and development programs. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. Requirements: Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable CPA or EA strongly preferred, eligibility for CPA required. Four (4)+ years’ experience in tax return review and planning for high net worth individuals Multi-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax Experience providing federal tax compliance and consulting services in a professional services firm Two (2)+ years’ of supervisory experience, mentoring and counseling associates preferred Demonstrated management, analytical, organization, interpersonal, project management, communication skills Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Benefits: Comprehensive compensation and benefits package

AG Consulting Engineering, PC an engineering and construction management firm headquartered in Manhattan is looking for several experienced Electrical Inspectors. We are presently searching for several experience Electrical Inspectors who have experience with the New York City Transit. Position (s) will be located at the project site (s) within New York City, NY. We have a need for several electrical inspectors for the project. Requirement for inspectors: - Experience working with Transit – subway station - NYCT Track training - OSHA 30 -Electrical experience/background -- Have a cellphone A.G. Consulting Engineering, P.C. offers salary commensurate with experience, a comprehensive benefits package which includes medical, dental, PTO days, holidays, disability insurance, life insurance, 401K plan, tuition reimbursement, and more. AG is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law. A.G. Consulting Engineering, PC is an Equal Opportunity Employer M/W/D/V

AG Consulting Engineering, PC (AG), a design, engineering and construction management firm headquartered in Manhattan, is looking for an experienced Assistant Resident Engineer to support an MTA Project. POSITION: Assistant Resident Engineer LOCATION: New York City, NY PROJECT: Shall provide Project Management Consultant (“PMC”) services to assist our client acting by in administering, overseeing, and completing the design and construction of the following: 13Kv Substation Relocation Design-Build Project (“RK9S”) and the following Design-Bid-Build (“DBB”) Construction Projects (the “Projects”) at the Robert F. Kennedy Bridge (“RFK”): 1. SOC Relocation to Building 104 and RFK Fleet Garage Modifications. 2. Concrete Repairs and coating of the RIJS Ramp Curtain Walls. 3. Concrete Coating of the QR, RQ, MN, MS, and BX Ramps 4. RMB Ejector Pump Upgrades. A.G. Consulting Engineering, P.C. offers salary commensurate with experience, a comprehensive benefits package which includes medical, dental, PTO days, holidays, disability insurance, life insurance, 401K plan, tuition reimbursement, and more. AG is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristics protected by law.

Job Description: Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements. Engagement in industry associations, events and research to stay on top of trends and developments Some travel required to build and manage relationships with regional offices and/or key client relationships Requirements: 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm MBA or CFA a plus Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus Strong quantitative skills preferred Exceptional client communication skills, both written and verbal Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States Strong team player with a commitment to collaboration and teamwork Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.) Benefits: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Kaiser Medical plans available in California Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays including a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (8 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing