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VP of People Location: Santa Monica (on-site) Compensation: $225K Base + Bonus + Equity About Plug Plug is emerging as a core infrastructure layer for the rapidly expanding used EV market. Since its 2024 launch, the marketplace has facilitated more than $60 million in used EV sales, and in Q4 2025, the company sold more electric vehicles than it did during all of 2024. This acceleration is fueled by a significant supply shift. More than 1.1 million EV lease returns, valued at an estimated $30B, are expected to enter the U.S. market over the next three years. As a result, dealers and commercial sellers need faster, more accurate and more predictable ways to process EV inventory, which is fundamentally different from internal combustion engine vehicles. Through an EV-specific platform, Plug connects buyers and sellers across consumers, dealers, and commercial partners, supporting wholesale and retail transactions. Built for EVs, Plug uses real-time vehicle data and rapid inventory velocity to bring clarity, speed, and confidence to how electric vehicles move through the market. Plug recently announced $20 million in Series A funding led by Lightspeed with participation from Galvanize and existing investors Autotech Ventures, Leap Forward Ventures and Renn Global. Learn more at plugmotors.com. Role Overview We are seeking a strategic, hands-on VP of People to build and lead a high-impact People function during a critical stage of growth. This is not a maintenance HR role, this is a builder role. As VP of People, you will architect the systems, structures, and leadership practices that enable scale. You will partner directly with the executive team to ensure the organization is designed for performance, accountability, and long-term success. You will own the full people strategy from talent acquisition and organizational design to performance management, leadership development, and compensation philosophy. This role requires equal parts strategic thinking and operational execution. You will operate as a trusted advisor to leadership while also rolling up your sleeves to implement processes that create clarity, fairness, and performance discipline across the company. You will be responsible for: • Translating business strategy into workforce strategy, • Designing scalable people systems that reinforce accountability and high performance, • Elevating manager capability and leadership effectiveness, • Building compensation and performance frameworks that align pay with impact, • Strengthening culture as the company grows in complexity, • Ensuring compliance and operational rigor as headcount increases As a member of the executive team, you will influence critical decisions related to hiring strategy, org structure, workforce planning, succession planning, and talent investment. This role is five days on-site in West Los Angeles and requires strong in-person partnership with leaders and teams. The ideal candidate thrives in fast-moving, high-accountability environments and understands how to balance people's experience with business performance. What You’ll Own Strategic Leadership • Build and execute a people strategy aligned to business growth and organizational goals., • Act as a strategic advisor to the leadership team on organizational design, culture, change management, and people priorities. Talent Lifecycle • Oversee full talent lifecycle: recruiting, onboarding, performance management, development, and retention., • Design and implement scalable people programs, processes, and frameworks. Performance and Development • Lead the design and execution of performance management cycles that drive accountability and growth., • Partner with leaders to coach on performance, development planning, and effective talent conversations. Compensation & Benefits • In partnerships with the VP of Finance, build and evolve competitive compensation and benefits strategies., • Provide guidance on salary planning, equity, bonus programs, and recognition. Culture & Engagement • Champion our core values and elevate a culture that supports innovation, inclusion, and high performance., • Use data and feedback to inform continuous improvements in employee experience. Compliance and HR Operations • Ensure HR practices are compliant with local, state, and federal laws., • Oversee people operations, HRIS, employee relations, and documentation., • Maintain Rippling as the sole source of truth and continue to update accordingly. Who You Are • 8+ years of progressive people leadership experience in fast-paced, high-growth environments (early-stage venture backed startup experience required)., • Proven ability to design and lead strategic people initiatives., • Strong business partner mindset with ability to influence cross-functionally., • Exceptional communicator. Comfortable presenting to senior leadership and driving change., • Data-informed decision maker with a balance of strategy and operational execution., • Comfortable operating with high autonomy in a fast-moving startup., • Proficient in Claude. Why Plug • Direct ownership of a core growth lever in a rapidly evolving market., • High impact, high autonomy, and clear line of sight to company-level outcomes.

Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, Exempt, • Position can be on-site, hybrid, or remote, • Reports to the CEO Responsibilities: • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Ability to succeed in a small but fast-growing entrepreneurial company Requirements: • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Manage and transition an existing book of business of a minimum $20M in AUM, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: • Certified Financial Planner™ designation is preferred but not required Compensation: • This is an incentive-based compensation position. As such, total compensation will vary based on individual performance. Compensation consists of a draw and incentive-based earnings, with no cap on total compensation potential. Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Unlimited PTO, • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

About LourdMurray LourdMurray is a boutique financial advisory practice headquartered in Los Angeles managing approximately $8 billion in assets for high-net-worth and ultra-high-net-worth clientele. We operate within a highly disciplined, high-performance culture and deliver boutique client experience rooted in discretion, trust, and long-term relationships. Our results have come from years of experience operating as independent-minded advisors and focusing on our client’s outcomes and experience. The Role We are seeking an accomplished Chief Operating Officer to work alongside the Founder and Managing Partners in driving the practice’s strategic, operational, and cultural direction. This is a senior leadership role with practice-wide influence and responsibility. The ideal candidate has broad RIA experience, deep operational acumen, and a demonstrated ability to build and lead teams that excel in new client acquisition, retention, and service quality. Key Responsibilities Strategic & Organizational Leadership · Partner with executive leadership on long-term strategy, business planning, and operational execution. · Build and refine scalable operating frameworks that support sustainable growth while preserving the practice’s boutique client experience. · Lead practice-wide initiatives to strengthen competitive positioning and operational excellence. Client Acquisition, Retention & Service Excellence · Develop and oversee a comprehensive, high-standards client service model with clear expectations, workflows, and accountability. · Drive continuous improvement in new client acquisition, ensuring a seamless and personalized experience. · Implement programs, metrics, and feedback that enhance client retention and deepen existing relationships. · Establish and monitor KPIs to ensure consistently high performance across the client experience lifecycle. Leadership, Talent Development & Culture · Lead, coach, and develop advisors, wealth managers, and operational teams to ensure consistent execution of the practice’s service and engagement standards. · Cultivate a high-performance culture characterized by accountability, excellence, and proactive client engagement. · Oversee training and development programs that elevate advisor capability and reinforce practice-wide client-centric behaviors. · Design and implement client service systems and retention protocols that meet the expectations of an ultra-high-net-worth clientele. Drive Operational Management · Direct the practice’s day-to-day operations, including workflow optimization, process redesign, technology implementation, and compliance coordination. · Manage vendor relationships and third-party platforms to ensure operational efficiency and scalability. · Identify operational risks and implement solutions that enhance reliability, performance, and client satisfaction. Financial & Business Management · Lead financial planning, forecasting, and business analytics, including oversight of practice-level P&L and cost structures. · Provide partners with insights and key metrics to support strategic decisions. What We’re Looking For · Direct RIA experience is required — you must understand how registered investment advisory practices operate, from compliance to client service to advisor operations. · Demonstrated success leading teams and organizations in client acquisition, retention, and service excellence. · Demonstrated ability to develop advisors and managers, with measurable improvements in performance and client outcomes. · Strong financial acumen, comfortable and experienced with practice-level business planning, cost structures and P&L management. · Outstanding communication skills with executive presence and credibility among senior partners and UHNW clients. · Familiarity with the Los Angeles market preferred. · High integrity, high accountability, and low ego. Compensation Competitive and commensurate with experience. Submit your resume and a summary of your RIA leadership experience to AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. • Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

JOIN FRAZER AS AN ACCOUNT EXECUTIVE Everyone has seen an ambulance. Most people don’t think much about it—until the moment they desperately need one. For someone in the middle of a medical emergency, that vehicle represents something powerful: help is on the way. Inside that ambulance are trained professionals, life-saving equipment, and the care needed to stabilize someone until they reach the hospital. What most people don’t realize is that the vehicle itself plays a critical role in that outcome. It must be engineered to support rapid treatment, withstand intense environments, and give first responders the tools they need to do their jobs when every second matters. That’s where Frazer comes in. For over 40 years, Frazer has partnered with Fire and EMS teams, hospitals, municipalities, and healthcare providers to design and manufacture custom-built emergency vehicles that help first responders deliver life-saving care. From Mobile Stroke Units to Mobile Clinics to specialized builds like the Sensory Advocacy and Awareness Vehicle created for Golisano Children’s Hospital, Frazer engineers every vehicle with one goal in mind: Help the heroes who show up on people’s worst days. When first responders succeed, lives are saved. And when those responders thank someone for helping them do their job better… They thank Frazer. This is where YOU come in. WHY YOU’LL LOVE COMING TO WORK → As an Account Executive, you’ll be the face of Frazer across your region. This role is especially exciting because this territory represents a new area of growth for Frazer — a true builder opportunity where the relationships you develop and the pipeline you create will shape how the region grows. One day you might be walking through a fire station discussing vehicle specifications with a Fire Chief. The next, you’re presenting mobile healthcare solutions to hospital administrators. Later that week, you could be attending an EMS conference reconnecting with long-time customers while building relationships with departments that have never worked with Frazer before. The sales cycle here isn’t transactional. It’s consultative, technical, and deeply relationship-driven. You’ll guide customers through everything from early discovery conversations to vehicle configuration, pricing, procurement processes, and final delivery. You’ll collaborate closely with our Sales Engineering team to ensure every solution meets the real-world needs of first responders. And when the build is complete and the customer arrives for final inspection? You’ll be there walking them through it. Watching the moment that vehicle becomes part of their mission. You’ll work closely with SDR partners who help qualify inbound leads, expand target accounts, and support outbound prospecting. That said, the strongest performers in this role understand that owning pipeline means owning prospecting. SDRs open doors, but the long-term growth of the region ultimately belongs to you. This role reports directly to Rob Sparks, Director of Sales, and it is highly visible across the organization. Leadership understands that this territory represents an opportunity to grow Frazer’s impact in meaningful ways, and they are committed to supporting the person who steps into the role. In your first year, success in this role means building strong relationships with key EMS and fire departments in your territory, developing a healthy pipeline of vehicle opportunities, and becoming the trusted advisor departments turn to when planning their next fleet investment. If you enjoy complex sales cycles (9-24 months), real relationships, and the feeling that the work you’re doing actually matters, you’ll probably love coming to work here. WHAT YOU BRING TO THE TABLE (AND WHY IT MATTERS HERE) → First and foremost, success at Frazer begins with alignment to our mission and values. We help first responders serve people on their worst day. That responsibility shapes how we design our vehicles, how we treat our customers, and how we show up for each other as a team. From a sales perspective, this role requires someone with an entrepreneurial mindset and a strong figure-it-out factor. You’re comfortable walking into new environments, asking thoughtful questions, and building credibility with a wide range of stakeholders including Fire Chiefs, procurement teams, operations leaders, and hospital administrators. You’re not intimidated by complexity. In fact, you enjoy it. Selling here often means navigating technical specifications, long sales cycles, and multiple decision-makers. You approach those challenges with curiosity and persistence rather than hesitation. You’re also a builder. This territory will grow based on the relationships you establish and the pipeline you develop. All eyes will be on this role as the region expands, and the right person will see that visibility as an opportunity rather than pressure. Many successful candidates come from industries that involve complex equipment or capital purchases, such as industrial equipment, heavy machinery, specialized vehicles, or equipment rental. Experience working with municipal buyers or institutional customers can also translate well into this environment. Familiarity with EMS is helpful but not required. Some candidates may even come from firefighting backgrounds themselves and already understand the environment in which our vehicles operate. What matters most is the mindset you bring with you. The right person for this role is curious, entrepreneurial, aggressive in pursuing opportunity, agile in new environments, comfortable being highly visible, and deeply aligned with the mission of helping first responders do their jobs better. LOCATION → This is a territory-based role with significant travel throughout your assigned area (3 available territories: SoCal, NorCal & Pennsylvania/DC/Maryland). Much of your time will be spent in the field visiting fire departments, EMS agencies, hospitals, and attending industry events where relationships are built and maintained. Travel of 50% or more will also include national and regional trade shows along with internal company gatherings and planning sessions at the HQ in Sugarland, TX. $ALARY, BENEFITS AND PERKS, OH MY! → This role offers a base salary between $90,000 and $110,000 annually, with first-year OTE guaranteed at $170,000 as you ramp up and develop the territory. Leadership understands that building a region takes time, which is why the first year includes guaranteed earnings while you establish a pipeline and momentum. As your pipeline matures and the territory grows, on-target earnings are expected to reach approximately $220,000 annually. Frazer provides a comprehensive benefits package designed to support employees both professionally and personally. Employees have access to health coverage, dental insurance, disability coverage, and a 401k plan with company match. Paid time off begins accruing from the first day on the job, and the company also observes ten paid holidays along with a company-wide shutdown between Christmas and New Year’s. Because this role involves travel and relationship-building with customers, Frazer provides a company credit card pending a credit check, mileage reimbursement, and a travel and entertainment policy that supports responsible customer engagement. SAFETY AND DRUG POLICY → Employee health and safety is a priority here at Frazer. We're committed to providing a safe, secure and productive environment for our Frazer family. To help with this, we perform thorough background checks for all candidates during the hiring process. At Frazer, we do not disqualify candidates for past convictions, but we require honesty, so your failure to tell us about it upfront will. Also, Frazer has a zero-tolerance drug use policy and you must pass a pre-employment drug screen. If you can’t pass it, we’re not the place for you. EEOC → Frazer, Ltd. does not discriminate in employment on the basis of race, color, religion, sex including pregnancy and gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other non-merit factor.

About the Role We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You’ll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across departments to provide holistic wealth management solutions tailored to clients’ unique situations. **This role does not require a portable book of established business. There are clients ready for you to work with and expand upon! Key Responsibilities • Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service., • Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues., • New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals., • Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions., • Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice., • Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow. Ideal Candidate Profile • Education: Bachelor’s degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred., • Experience: 10-15+ years in wealth management., • Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills., • New Business Development Experience: We’re looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families., • Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence. What We Offer • A collaborative, supportive environment with a strong focus on client success., • Opportunities to work with an exclusive clientele and expand your professional network., • The ability to make a tangible impact on clients’ long-term financial legacies.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Advisor will work with plan participants on the West Coast and bilingual Spanish skills are required. Occasional travel is required between Colorado and California. What you will do * Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes * Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans * Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner * Manage meeting schedule, including travel booking * Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants * Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance * Achieve plan level and individual goals to help achieve service level agreements and business results * Participate in client meetings, sales finals, or other external meetings as needed * Work collaboratively across internal service and management teams to improve effectiveness What you will bring * Bachelor's degree or equivalent work experience in lieu of a degree * 3 – 5 years relevant financial services experience * Spanish bilingual skills required * Strong presentation skills required * Proficiency in MS Word, Excel, PowerPoint, and Teams required * Strategic thinker who can work independently required * Strong relationship building and territory management skills required * FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred * FINRA fingerprinting required upon hire What will set you apart * Working knowledge of Salesforce preferred * Working knowledge of building blocks for successful retirement planning preferred * Basic understanding of defined contribution plans preferred * Practical experience providing high-level, consultative client interactions preferred Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $79,400.00 - $112,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's ___ and check out ___ Workplace Flexibility: Remote - Must reside within territory

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Advisor will work with plan participants on the West Coast and bilingual Spanish skills are required. Occasional travel is required between Colorado and California. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor's degree or equivalent work experience in lieu of a degree 3 – 5 years relevant financial services experience Spanish bilingual skills required Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred #PJRPA What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $79,400.00 - $112,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency. Workplace Flexibility: Remote - Must reside within territory

Job Summary Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. Essential Duties and Responsibilities * Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will provide the specific goals and expectations. * Meets production targets that impact overall company revenue goals. * Develops a book of business consistent with AMP program goals for assets under management and required production. * Provides a high level of client service. * Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. * Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. * Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. * Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. * Seeks expertise of internal resources to identify investment opportunities and solutions for clients. * Opens, transfers, and closes customer accounts. * Maintains appropriate account records while monitoring the customer's portfolio. * Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. * Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. * Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. * Stays abreast of investment products, industry rules and regulations, and financial planning. * Performs other duties and responsibilities as assigned. Knowledge of * Economic and accounting principles and practices. * Financial markets, banking, and financial data analysis and reporting. * Basic principles and methods for showing, promoting, and selling products or services. * Firm's working structure, policies, mission, strategies, and compliance guidelines. Skill in * Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. * Identifying the needs of customers through effective questioning and listening techniques. Ability to * Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. * Continuously learn investment products, industry rules and regulations, and financial planning. * Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. * Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. * Establish and maintain effective working relationships with clients and colleagues. * Persevere, handle rejection and show resilience during the prospecting and networking process. * Network in the community and effectively market him or herself and Raymond James. * Demonstrate persistence in the face of obstacles. * Accept criticism and deal calmly and effectively in high stress situations. Education/Previous Experience SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. * Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Bank of America is committed to an in-office culture with speci

Smart investments begin with sustainable relationships.Greysteel is a leading advisor for private, middle market, and institutional real estate investors.Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, ca

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

As an Investment Specialist Executive Director on the Multi-Asset Investment Specialist team, you will serve as a trusted advisor to clients, guiding their investment strategy design and representing portfolio results, positioning, and our macro-outlook. Manage and deepen existing client relationsh

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment

This client-facing role supports a growth-oriented advisory practice by delivering exceptional service to affluent and high-net-worth clients. Senior Investment Advisor Associate (Client Service). Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client S

Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. Provide Financial Planning: Offer ongoing financial planning and investment management services. Join Our Team as a Fin

This employment opportunity at BMO Bank in Los Angeles, CA would allow you to join the Investment Program at BMO as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. LPL Financial partners with banks to offer a complete menu of

As an Investment Specialist Executive Director on the Multi-Asset Investment Specialist team, you will serve as a trusted advisor to clients, guiding their investment strategy design and representing portfolio results, positioning, and our macro-outlook. Manage and deepen existing client relationsh

Job Description Registered Sales Assistant Position reference: RIA/Broker Dealer Job Posting: 11/01/2021 Organization A well -established West Los Angeles based financial services firm consisting of two operating entities: an SEC Registered Investment Advisor. We offer investment advice to high net worth and institutional clients, including personal investors, IRA accounts, profit sharing plans, corporations, trusts and foundations. A full-service FINRA registered introducing broker dealer and licensed insurance agency serving retail and institutional clients. Qualifications Series 7, 63/66 licenses required. 2-5 years experience with an RIA or broker-dealer in a back-office capacity including order entry. BS/BA College degree or equivalent experience required. A demonstrated expertise with Advent/Moxy or other portfolio management systems is highly desired. Working knowledge with back office brokerage systems is a must. Proficiency with Microsoft Office (Excel and Word) and Adobe Acrobat necessary. This is a highly visible position. Excellent oral and written communication skills and the ability to work well in a coordinated team environment is essential. Position description This is a fast-paced industry dealing with highly confidential information. The position is two-fold. First, your responsibilities will include assisting the CEO and other registered representatives in servicing their clients on a daily basis. This includes setting up meetings responding to customer inquiries/requests, preparing presentation packages for client meetings. Your responsibilities will also include trade order entry and release, along with other back office operations and office administration. You will help open customer accounts and due data input for the operations area. Communications with customers is also an essential part of your responsibilities, along with other administrative responsibilities. Additional information Locations: Westwood, CA, United States Position starts: Immediate Hours: Full-time Salary range: Based on experience Duration: Permanent Work Types: Regular Contact information To be provided upon interview selection How to apply To apply please e-mail your resume or qualifications to:

Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor needs. This is a dynamic role and every day will be different. The assistant must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance. We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be to work as part of a team in supporting a top financial advisor and planner. If you have experience or/and licenses, and the desire to be a producing financial advisor, you may be given some of the large book of clients to manage. Personal qualities you should have: · Great team attitude · Strong ethical character · Desire to help clients achieve financial comfort · Organized and detail-oriented · Outgoing, personable and engaging · High level of accuracy · Excel at multi-tasking and prioritization · Great communication skills · Commitment to the company's growth, as well as professional and personal growth Responsibilities: · Prioritize daily tasks, track progress of projects and deadlines · Service client requests (wires, checks, journals, etc.) and maintain necessary records for compliance · Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts · If licensed with some experience, manage and advise lower tier clients · Perform additional duties and special projects as assigned or needed Requirements: • High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.), • Ability to work in a fast-paced environment with high attention to detail, • Superior communications skills, both oral and written; effective interpersonal skills, • Ability to work well independently and within a team environment Salary: $55,000.00 - $85,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Schedule: • 8 hour shift Supplemental pay types: • Bonus pay COVID-19 considerations: vaccination required. Education: • Bachelor's (Preferred) Experience: • Customer service: 2 years (Preferred) License/Certification: • Series 7 (Preferred) Work Location: In person Company Description

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine ‘World’s Most Admired Companies’ 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: • Our NYLIC University training program is designed to provide career-long support and growth, including a tuition reimbursement program for certain advanced, professional designation courses., • Three highly-skilled teams that provide advanced market support:, • Our Advanced Planning Group, • Eagle Strategies for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Hire and lead your own group of financial professionals while serving as an associate partner, • Become an associate partner on the management team after successfully completing all program requirementsQualifications:, • Bilingual in Spanish, Portuguese, or another language is a plus, • Working knowledge of cultural markets is helpful, • Experience working in sales is required, • Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional, • Must have financial services industry and/or insurance industry experienceAbout Company New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Adviso

Senior Investment Advisor Associate (Client Service). This client-facing role supports a growth-oriented advisory practice by delivering exceptional service to affluent and high-net-worth clients. Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Advisor Associate (Client S

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment

Job DescriptionDirector - Strategic Finance ConsultingAbout Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. The Strategic Finance Consulting team works alongside sponsors and executive leadership to strengthen financial visibility, improve forecasting rigor, and drive enterprise value creation within middle-market portfolio companies. The Director Position The Director is a senior leadership role within Palm Tree’s Strategic Finance Consulting practice. Directors are responsible for guiding client engagements, overseeing financial strategy initiatives, and maintaining direct communication with private equity sponsors and executive leadership teams. This role requires deep financial expertise, strong commercial judgment, and the ability to translate complex financial data into actionable strategic recommendations. Directors serve as both technical leaders and client relationship stewards, ensuring engagements deliver measurable value creation outcomes. Unlike Accounting Advisory, which centers on historical reporting and technical accounting matters, Strategic Finance Consulting focuses on forward-looking financial planning, liquidity management, performance optimization, and operational transformation within sponsor-backed environments. Directors are expected to operate as trusted advisors to CFOs and sponsors while simultaneously leading internal teams and contributing to firm growth. Core ResponsibilitiesStrategic Leadership * Guide project teams and oversee engagement execution across multiple concurrent clients * Maintain consistent communication with private equity sponsors and executive stakeholders * Ensure deliverables are commercially sound, actionable, and aligned with value creation objectives * Serve as a senior escalation point for complex financial or operational issues Financial Expertise * Lead the design and execution of integrated 3-statement financial models * Oversee development of 13-week cash flow models and rolling 12-week liquidity forecasts * Direct AOP, budgeting, and forecasting processes within portfolio companies * Guide scenario planning, covenant modeling, and capital structure analysis * Perform and supervise advanced quantitative and performance analyses Client Engagement * Facilitate executive-level working sessions and board presentations * Present financial insights and performance updates to sponsors and management teams * Provide actionable recommendations tied to EBITDA growth, cash flow optimization, and valuation impact * Develop long-term client relationships and serve as a trusted strategic advisor Change Management & Operational Improvement * Advise on restructuring team processes, FP&A infrastructure, and reporting cadence * Support organizational design improvements and finance function build-outs * Drive 100-day plans and ongoing performance tracking initiatives * Identify operational inefficiencies and margin improvement opportunities Team Development * Mentor and develop Associates, Senior Associates, and Vice Presidents * Provide structured feedback and performance coaching * Foster a culture of accountability, rigor, and intellectual curiosity Business Development * Identify and pursue new business opportunities within existing and prospective clients * Support proposal development and pitch efforts * Contribute to expanding Palm Tree’s Strategic Finance platform Thought Leadership * Publish insights on strategic finance, liquidity management, and value creation * Represent Palm Tree at industry events and conferences * Contribute to firm-level intellectual capital and market positioning Qualifications * 10+ years of experience in FP&A, corporate finance, investment banking, restructuring, or private equity * Proven track record in client services or private equity-backed portfolio company environments * Demonstrated leadership experience managing teams and client relationships * Advanced financial modeling expertise, including liquidity forecasting and scenario analysis * Experience leading budgeting, forecasting, and AOP processes in complex environments * Strong executive communication and presentation skills * Ability to operate in fast-paced, sponsor-driven environments CPA, CFA, or MBA credentials are viewed favorably but not required. Compensation and Benefits * Base salary range of $200,000–$225,000, plus performance-based incentive bonus. * Medical, dental, and vision premium coverage. * Competitive 401(k) program. * Unlimited paid time off (PTO). * Robust maternity and paternity leave program. * Travel: 25%–50% travel may be required depending on client engagements. What to Expect When Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials. Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience. Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date. Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary. Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements. While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding. Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal. Powered by JazzHR uBHVJ91m1H

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description SUMMARY The Asset Based Lending Senior Relationship Manager (“ABLSRM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships through external business development calls and referrals. The ABLSRM is ultimately responsible for all aspects of the client experience ranging from credit needs to customer service and operations. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Develops and manages a portfolio of private, business and/or industrial clients with complex credit needs structured under an asset based lending (“ABL”) facility. . Acts as lead negotiator with prospects & clients., 2. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue., 3. Identifies and sells appropriate bank products and services to those prospects and clients., 4. Builds strong relationships with referral sources, centers of influence, etc, such as investment bankers, private equity groups, consultants, and advisors., 5. Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs., 6. Gathers financial and collateral information and analyzes potential customers’ and customers’ creditworthiness and financing requirements. Prepares a screening memo proposing the ABL credit structure and pricing. Presents the transaction to Credit Officers for term sheet issuance and remains involved in the diligence and overall execution of the transaction., 7. Structures credits jointly with Credit Officers and Department Managers., 8. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority., 9. Achieves sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise., 10. Responds to and anticipates clients’ financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition., 11. Proactively sources, acquires and expands high value customer relationships by maximizing sale and service opportunities., 12. Minimizes problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts., 13. Meets with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met., 14. Responds to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion., 15. Prepares and coordinates documents for client meetings and presentations., 16. Refers opportunities to segment partners where appropriate., 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions., 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action., 19. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values., 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct., 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor’s degree in business, finance, and accounting or related major required from an accredited college or university preferred., • 10+ years in Asset Based Lending sales or relationship management; Work related experience must consist of banking, financial services and/or client management., • Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan experience., • Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques., • Excellent business development and client relationship skills., • Detail orientated with exceptional sales and analytical skills., • Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships., • Excellent interpersonal, verbal and written communication skills., • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position., • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs., • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with no supervision while performing duties., • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Pay $154,800 - $234,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate’s current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company’s sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on June 29, 2026.

Job DescriptionDescriptionOur Client, represents over 8,400 producers. It is a non-profit trade organization that represents, protects and promotes the interests of all members of the full producing team in film, television and emerging media. The Guild invests in its core values that benefit the industry at large. These values are rooted in facilitating employment for its members, advocating for sustainable practices in production that minimize human and environmental harm, and ensuring a set culture that advances safety and creates viable pathways into the guild for the next generation of producers, particularly those from populations under-represented in the industry. Year-round it hosts a number of educational, mentoring and professional networking programs, as well as industry events that honor excellence in producing.This is a pivotal leadership role designed for a strategic finance leader who will help shape the financial and operational systems of our organization. As the Senior Director of Finance, you will serve as a key advisor to the executive team, driving long-term financial planning and business performance across all levels of the organization. You will be responsible for aligning financial and business operations with Guild objectives, ensuring disciplined resource allocation, evaluating and maintaining relationships with the Guild’s business vendors, and supporting sustainable, profitable growth. This role requires deep financial and operational insight to support membership and, program initiatives, as well as staff operational efficiency. You will lead organization-wide forecasting, budgeting, and financial modeling, while enhancing systems and processes that support scale and agility. A strong understanding of project-based financials, and executive level decision making is essential. This position will report directly to the Chief Executive Officer. We are looking for an executive with a proven track record in strategic finance leadership. This individual is a forward looking, finance executive who brings both strategic vision and operational discipline. They have led at the intersection of finance and business operations, translating complex financial data into clear, actionable strategies that drive growth, efficiency, and long-term value creation. With executive level presence and the ability to influence across all levels of the organization, they are adept at partnering with senior leadership, project teams, and external stakeholders and supporting the business operations of the Guild’s internal departments. The ideal candidate has built and led high performing finance teams, implemented enterprise level systems, and is adept at allocating resource allocations and organizational scaling. They thrive in dynamic environments and bring a deep understanding of how to align financial infrastructure with business goals. Key Responsibilities • Develop and execute long term financial plans aligned with Guild objectives, including investment strategy and risk mitigation, • Oversee organization wide financial forecasting, annual budgeting, multi-year planning, and variance analysis across the Guild, affiliated Foundation, and program-based initiatives., • Serve as a strategic advisor to the CEO and senior leadership on financial decisions, growth initiatives, business operations, and organizational priorities., • Improve and maintain financial systems, processes, internal controls, and governance practices to support scale, transparency, and compliance., • Manage the Guild’s internal business operations, systems and workflows., • Oversee, evaluate and manage the Guild’s relationships with third-party business vendors in support of Guild operations., • Provide executive oversight of all financial operations, including general ledger, receivables, payables, payroll, credit cards, expense management, vendor contracts, and operational agreements., • Deliver clear, timely financial reports and performance analysis; weekly, monthly, quarterly, and annually, to inform executive decision-making. As well as lead the preparation of quarterly and annual financial reporting materials for evaluation by the Chief Executive Officer., • Drive financial planning, forecasting, and cash management to guide the organization’s long-term fiscal strategy and sustainability., • Work closely with the Guild’s outside accountants and other professionals to direct day-to-day financial and accounting functions, ensuring audit readiness and adherence to nonprofit accounting standards, GAAP, tax, and regulatory requirements., • Experience with handling audits end-to-end, partnering with auditors, accountants, and internal stakeholders to ensure compliance and mitigate risk., • Establish and evolve financial policies, systems, and internal controls that support operational efficiency, transparency, and organizational growth., • Bachelor’s or Master’s degree in Accounting, Finance, Business Administration, or a related field; CPA strongly preferred, • 5+ years of progressive financial leadership experience, responsibility within a nonprofit preferred, • Own and lead the full budgeting lifecycle for the Guild and the Foundation, providing data-driven recommendations to the CEO, • Have demonstrated ability to align financial strategy with organizational mission, governance requirements, and long-term sustainability, • Experience in nonprofit accounting and compliance for both 501(c)(3) and 501(c)(6) entities, Form 990 filings, and restricted funds, • Expertise in financial modeling, forecasting, cash flow management, and scenario planning at the executive and board level, • Strong track record partnering with third party operations and vendors, • Exceptional leadership, communication, and interpersonal skills with the ability to present complex financial information clearly to senior audiences, • Ability to support and manage audit processes, ensuring compliance and readiness., • High ethical standards, sound judgment, discretion, and a collaborative leadership style, • Strategic Mindset - Seeing ahead to future possibilities and translating them into breakthrough strategies, • Financial Acumen - Interpreting and applying understanding of key financial indicators to make better business decisions, • Business Insight - Applying knowledge of business goals and the marketplace to advance the organization's goals and drive efficient business operations, • Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences, • Drives Results - Consistently achieving results, even under tough circumstances Compensation Range, Reporting Structure and Work Schedule Compensation Range: $150,000 – $165,000, commensurate with skills and experience (full-time, exempt position) This position reports to: Chief Executive Officer Direct reports: Director of Operations and Director of Business Operations Location: Los Angeles. The Guild works on a hybrid schedule of in-office on Tuesday, Wednesday, and Thursday and remote on Monday and Friday. Benefits Medical, dental and vision coverage options. 10 paid holidays per year and 2 paid personal days. For employees based in California, monthly parking at the office is paid by the Guild. Equal opportunity employer and does not discriminate on the basis of protected classes as defined by law. All employment decisions are based on qualifications, merit, and business need.

Job Description Our goal is to deliver financial stability and peace of mind by offering insurance, annuity, and investment solutions. We conduct ourselves with honesty and compassion in all our dealings with our policyholders, business associates, and colleagues. Rooted in both assurance and modesty, we act as custodians for the future. We are here for the long haul, embodying both the enduring nature of New York Life and our dedication to ethical business practices and societal responsibility. New York Life Insurance Company is currently in search of supervisors to join our Fast Track Partner initiative. We are seeking out individuals with leadership qualities who could potentially be chosen to join our General Office as a Partner. As part of the Fast Track Management Program, you will commence as a financial professional to acquire practical experience. Once you fulfill the program criteria, you will have the opportunity to transition into a management role as an Associate Partner. Training, Development, & Benefits: New York Life offers extensive support and benefits to our financial professionals and managers, including comprehensive training programs and a competitive compensation package. Compensation: $110,000 yearly Responsibilities: • Lead and inspire a team of financial professionals to achieve sales targets and deliver exceptional customer service., • Develop and implement strategic sales plans that align with our company's goals and values., • Foster strong relationships with partners and clients to enhance business growth and customer satisfaction., • Monitor and analyze sales performance metrics to identify areas for improvement and drive continuous growth., • Provide mentorship and training to team members, empowering them to reach their full potential., • Collaborate with cross-functional teams to ensure seamless integration of sales strategies with company-wide initiatives., • Stay informed about industry trends and competitor activities to maintain a competitive edge in the market.Qualifications:, • Experience in leading and inspiring sales teams to achieve and exceed targets, fostering a culture of excellence., • Ability to develop and implement strategic sales plans that align with company goals, ensuring sustainable growth., • Proven track record of analyzing market trends and competitor activities to identify opportunities for innovation., • Strong collaboration skills with cross-functional teams to enhance customer experience and streamline processes., • Experience in mentoring and coaching team members, providing constructive feedback for professional development., • Ability to build and maintain strong relationships with key clients and stakeholders, acting as a trusted advisor., • Proficiency in using data-driven insights to drive sales strategies and improve team performance.About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT2 year after year

Job DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE: We are seeking an experienced and strategic General Counsel – Private Funds to lead legal oversight for our private investment platforms, including real estate and other alternative investment strategies. This role serves as a trusted advisor to senior leadership and investment teams, providing practical, business-oriented legal guidance across fund formation, fundraising, investments, operations, and regulatory matters. The ideal candidate brings deep experience supporting private funds and real estate or other real asset investments, strong judgment, and the ability to partner effectively with stakeholders across the organization. RESPONSIBILITIES: Fund Formation & Structuring • Lead and oversee legal aspects of private fund formation, including limited partnerships, joint ventures, co-investments, and separate accounts., • Support funds investing across real estate and other alternative asset classes., • Advise on fund governance, offering materials, side letters, and investor negotiations., • Support fundraising initiatives by advising on legal, regulatory, and disclosure considerations., • Review and negotiate investor-related agreements and side letters., • Advise investment teams on legal aspects of real estate and alternative investment transactions, including acquisitions, dispositions, financings, restructurings, and joint ventures., • Identify and manage legal risks associated with investment strategies and structures., • Provide legal guidance on applicable securities laws, investment adviser regulations, and other regulatory frameworks., • Partner with compliance and risk teams to support regulatory filings, examinations, and internal controls., • Serve as a key legal advisor to senior management and business leaders., • Collaborate closely with finance, tax, compliance, asset management, and operations teams., • Contribute to the development of scalable legal processes and best practices., • Mentor and support junior legal team members, as applicable.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.), • JD from an accredited law school required., • 5+ years of relevant experience in a big law or in-house experience within an investment management or financial services organization., • Strong knowledge of private fund structures, securities laws, and investment-related transactions.ABOUT YOU:, • Demonstrated ability to provide practical, business-oriented legal advice in a fast-paced environment., • Excellent communication, negotiation, and stakeholder management skills., • Experience supporting real assets, private equity, credit, or infrastructure investment strategies., • Familiarity with complex, multi-entity or multi-strategy investment platforms.WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:, • A variety of Medical, dental, and vision benefit plans, • Health Savings Account with a generous employer contribution, • Company paid life and disability insurance, • 401(k) savings plan, with company match, • Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave, • Up to 16 hours of volunteer time off, • Up to 16 weeks of Paid Parental Leave, • Ongoing professional development programs, • Wellness program, including monthly and quarterly prizes

Job Description Divergent is a technology company that has architected, invented, built, and commercialized an end-to-end factory system called the Divergent Adaptive Production System (DAPS) that comprehensively uses machine learning to optimally engineer, additively manufacture, and flexibly assemble complex integrated vehicle structures and subsystems. Products created using DAPS are superior in performance, lower in cost, rapidly customizable to meet mission and customer-specific requirements, faster to market, and scalable on demand to high volume production. Divergent is a qualified Tier 1 supplier to global automotive OEMs, and Divergent is now expanding to support mission critical needs in the Aerospace and Defense sector. Join us to be a part of this transformative journey, where your impact will shape the future of technology and production. Purpose We are seeking a dynamic and experienced Global Supply Manager (Indirect Procurement) to manage sourcing and procurement activities across Divergent 3D and Czinger Vehicles. This individual will be responsible for developing and executing sourcing strategies, managing supplier relationships, and ensuring cost-effective, high-quality, and timely procurement of indirect goods and services that enable our business operations. This role supports a broad range of categories and internal stakeholders, including Information Technology, Software, Travel, HR, Finance, Engineering Services, Facilities, and Construction. The ideal candidate thrives in a fast-paced, high-growth environment, and is equally comfortable driving strategy and managing day-to-day execution. This individual will play a critical role in building a scalable procurement function that supports the company's rapid growth and global expansion. The successful candidate will be both a strategic thought partner to functional leaders and a hands-on operator capable of driving sourcing initiatives, optimizing spend, and developing supplier partnerships that align with Divergent's long-term objectives. The RoleStrategic Procurement Leadership • Develop and execute a comprehensive sourcing strategy for indirect categories that balances cost, quality, agility, and innovation., • Collaborate with functional leaders (IT, HR, Finance, Engineering, Facilities) to align procurement strategies with business objectives and annual operating plans., • Establish and continuously refine category roadmaps, supplier segmentation models, and total cost of ownership (TCO) frameworks., • Build a deep understanding of the technology, market dynamics, and emerging trends across each supported category.Category Management & Sourcing Execution, • Lead end-to-end sourcing processes including market analysis, RFIs/RFPs/RFQs, supplier evaluation, bid analysis, contract negotiation, and award recommendations., • Manage key strategic categories such as:, • Information Technology & Software – SaaS, enterprise software, cloud infrastructure, cybersecurity, and IT consulting., • Corporate Services – HR, payroll, recruiting, learning and development, employee benefits, and travel., • Finance & Professional Services – audit, legal, insurance, tax advisory, and corporate communications., • Engineering Services – contract design, analysis, and simulation partners supporting Divergent and Czinger engineering teams., • Facilities & Construction – sourcing for office, lab, and production site construction and maintenance, including capital equipment installation and MRO., • Analyze supplier performance and market conditions to identify opportunities for cost reduction, risk mitigation, and value creation.Supplier Relationship Management, • Develop and maintain strong supplier partnerships that drive innovation, quality, and delivery performance., • Implement supplier governance structures, including business reviews, performance scorecards, and continuous improvement initiatives., • Manage supplier risk, compliance, and contractual performance in collaboration with Legal, Finance, and EHS teams.Cross-Functional Partnership, • Partner with Legal and Finance to negotiate, draft, and manage supplier contracts (MSAs, SOWs, SLAs, NDAs)., • Work closely with internal stakeholders to understand operational needs, communicate sourcing strategies, and ensure seamless execution of procurement activities., • Support leadership in developing spend visibility, forecasting, and budgeting tools for indirect categories., • Act as a trusted advisor to executive leadership on procurement strategy, cost management, and supplier innovation.Process Optimization & Systems Implementation, • Drive procurement process improvements to increase efficiency, compliance, and scalability as the organization grows., • Develop and maintain category dashboards, spend analyses, and KPI reports., • Support or lead the implementation of procurement systems and tools (e.g., Coupa, SAP, Ariba, NetSuite)., • Establish standard operating procedures (SOPs) for indirect procurement across Divergent and Czinger business units.Basic Qualifications, • Ability to lawfully access information and technology that is subject to US export controls, • Bachelor's degree in Supply Chain Management, Business Administration, Finance, Engineering, or related field; MBA or advanced degree preferred., • 7+ years of progressive experience in strategic sourcing, procurement, or supply chain management with an emphasis on indirect categories., • Proven track record managing complex sourcing initiatives across multiple business functions and international suppliers., • Experience in high-growth, technology-driven, or manufacturing environments preferred., • Demonstrated expertise in contract negotiation, cost modeling, and supplier relationship management., • Strong familiarity with IT and software procurement, including SaaS agreements and cloud licensing models, is strongly preferred., • Exceptional analytical, negotiation, and communication skills., • Ability to operate effectively in a fast-paced, ambiguous, and dynamic environment., • Strategic thinker with hands-on execution capability., • Strong stakeholder management and cross-functional collaboration skills., • Working knowledge of procurement tools and ERP systems (e.g., Coupa, SAP, Ariba, NetSuite)., • Passion for technology, innovation, and sustainability.Key Performance Metrics, • Achievement of annual cost reduction and value creation targets., • Category strategy execution and supplier performance metrics., • Procurement process efficiency and cycle time reduction., • Internal stakeholder satisfaction and alignment., • SCH S05: $104,040 - $143,055, • SCH S06: $120,190 - $165,240, • Holistic Compensation Package: Enjoy a world-class compensation package that includes a competitive salary, equity plan, and discretionary results-based incentive bonus opportunities, ensuring you're truly valued for your contributions., • Wellness and Time Off: Embrace a healthy lifestyle with paid vacation, sick time, and company holidays, including a year-end shutdown to recharge. We support growing families with paid parental leave, recognizing the importance of bonding time., • Comprehensive Health and Wellness: Prioritize your well-being with our comprehensive health and wellness benefits, offering both HMO and Premium PPO options. Additionally, benefit from company-sponsored life insurance and short and long-term disability coverage for peace of mind., • Investment in Growth: We're committed to your professional development. Take advantage of reimbursement opportunities for learning and development initiatives, empowering you to continuously expand your skill set and reach peak performance., • Collaborative and High-Performing Environment: Join our collaborative, dynamic, and high-performing team within a fast-paced, mission-driven company. Together, we're disrupting the traditional manufacturing industry, fostering innovation, and integrating people and technology to reduce our footprint. Equal Employment Opportunity Divergent 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, age, disability or veteran status, or any other applicable state or federal protected characteristic. Divergent provides affirmative action in employment for qualified Individuals with Disabilities and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act. EEO Poster In order to adjust to changes in our business, it may become necessary to add, remove or modify certain duties and responsibilities, or to reassign you to another job position. From time to time you may be asked to work on special projects or to assist with other work. Your cooperation and assistance in performing such additional work is expected. E-Verify: Right to Work Our company participates in E-Verify. E-Verify is a program that electronically confirms a candidate's eligibility to work in the United States after completing the Employment Eligibility Verification (Form I-9). The information provided on the Form I-9 is compared to the records contained in the Social Security Administration and Department of Homeland Security (DHS) databases. This helps employers verify the identity and employment eligibility of newly hired employees. Eligibility to Work Poster (English) | Eligibility to Work Poster (Spanish) Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO) Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO), we will consider for employment qualified applicants with arrest and conviction records. No agencies, no solicitations, and no calls please.

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and RFA seeks qualified Senior Associates for our Investments & Portfolio Management team, based in either Los Angeles, Denver, or Washington, D.C. Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation;, • Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy;, • Experience managing junior team members on projects;, • Experience and ability to manage multiple projects at any given time under various time frames and constraints; and Estimated annual base salary, depending on experience: $110-135K, plus annual bonus. Our benefits package includes: • Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year, • 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Competitive vacation and wellness/sick time provided annually, • Family planning and fertility benefits, • Employee stipend for continuing education and professional development, • Employer-paid family leave after one year of employment, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, in-office walking pads, and healthy snacks supplied in each office location, • Option to participate in FSA, HSA, and 401(k) plan, • Employer contribution to 401(k) annually, • Access to back-up childcare, elder care, pet care, and other in-home resources, • Enjoyment of hosted in-office lunches and social events on a regular basis Equal Opportunity Employer - RCLCO is an EEO Employer who celebrates diversity - Drug-Free Workplace RCLCO is committed to Diversity, Equity, and Inclusion and strives to cultivate a diverse working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job DescriptionCompassX is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives, from enterprise transformations to digital and data-driven projects. With over 15 years of proven results, we’ve expanded across industries including financial services, pharmaceuticals, aerospace, consumer products, and quick service restaurants. We are honored to be recognized as a three-time winner of Consulting Magazine’s Best Boutique Firms to Work For, and previously recognized as a “Best Place to Work” in Southern California and one of INC.’s 5000 fastest-growing private companies in the U.S. The Role: Our Business Transformation team works with clients in the Capital Markets and Financial Services industries to solve their most challenging strategic problems. This could mean leading a business process redesign for a trading desk, implementing new regulatory compliance solutions, or helping a global investment manager modernize client reporting. This role is ideal for someone with a curious mindset who thrives on solving complex problems, aligning stakeholders, and driving organizational adoption of new processes and technologies. You’ll act as a trusted advisor to senior leaders while rolling up your sleeves to deliver solutions that stick.What You'll Do • Conduct business process analysis and design future-state processes for Capital Markets operations, trading, and investment management functions., • Lead workshops with stakeholders across trading, operations, compliance, and portfolio management to align requirements and translate them into actionable solutions., • Drive process optimization and operating model redesign to improve efficiency, effectiveness, and regulatory compliance., • Guide clients from ideation through implementation of new systems, reporting tools, or operational workflows, with a focus on user adoption and sustainable change., • Partner with technology teams to ensure business needs are reflected in system design and implementation., • Support change management efforts, including training, communications, and adoption strategies, for complex financial products and processes.What You'll Bring, • 6+ years of consulting or industry experience in business transformation, solution design, or process optimization., • Strong background in business process design, change management, and transformation initiatives., • Proven ability to manage stakeholders and communicate effectively with cross-functional teams and senior leaders., • Experience working with or alongside technology teams, with comfort in bridging business and technical needs., • Familiarity with data-driven decision-making and how data informs process design., • Knowledge of financial products (derivatives, equities, fixed income, FX, commodities, etc.) and or relevant industries such as investment banking, custody, fund administration, or asset management., • A track record of delivering complex projects where organizational adoption was critical to success.Benefits, • Competitive salary with performance-based bonus, • PTO, holidays, and sabbatical program, • Health, dental, vision, and life insurance, • Retirement plan with company match from day one, • Learning and professional development support

Job DescriptionSalary: $75k+, DOE Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are seeking a highly organized and proactive Operations Associate to support our Data Management team and firm leadership while ensuring the smooth and efficient functioning of our office and operational systems. This role requires a professional who can manage multiple priorities, optimize workflows, and contribute to a productive and technology-driven work environment. Salary: $75-$85K, DOE, and technical depth This role is 100% in office 5 days/week, 8am-5pm. Responsibilities: Core Systems & Data Management • Serve as a power user of our portfolio management software, overseeing daily data reconciliation, performance reporting, and account billing, • Maintain and enhance Salesforce records, workflows, automations, and reporting, • Build dashboards and reports to support advisors and firm leadership, • Assist with payroll-related data coordination and technology integrations, • Act as a key internal resource for advisor teams, • Support technology migrations and platform enhancements, • Assist with process improvements as the firm continues to scale, • 3+ years of experience in financial services operations, fintech, or data-related roles, • Comfort working across multiple technology platforms, • Strong attention to detail when handling financial and client data, • Clear and effective communicator, especially when explaining technical concepts, • Ability to prioritize and adapt in a fast-paced environment, • Proficiency with Microsoft Word, Excel, PowerPoint, Outlook., • Hands-on experience with Orion Advisor Tech, • Salesforce Certified Associate or Administrator credentials At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we want to empower and educate, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws.

Job Description Job Title: Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients—but is tired of chasing leads and cold prospecting? What if your primary focus was simply doing what you do best: meeting with clients, analyzing their situation, and delivering thoughtful, high-level advice? We are a growing, retirement-focused financial firm looking for a licensed advisor to step into an established client base and provide exceptional service, planning, and guidance to our clients. What We Will Do For You: • Provide you with an existing client base—no need to build from scratch, • Eliminate the need for cold prospecting, • Offer a steady flow of client meetings and engagement opportunities, • Provide a clear compensation structure that rewards both client service and growth through referrals, • Give you the support of a full team (marketing, operations, leadership), • Provide systems, processes, and tools to help you succeed, • Allow you to focus on advice, relationships, and long-term planning Compensation: • $90,000 – $110,000 base salary (depending on experience and qualifications) plus commission, • 401(k) matching What You Will Do For Us: • Proactively reach out to clients and schedule meetings (phone, Zoom, in-person), • Conduct in-depth financial reviews to fully understand each client’s situation, • Identify gaps, risks, and opportunities within their retirement plan, • Deliver clear, thoughtful recommendations aligned with client goals, • Educate clients on strategies related to retirement income, risk, and planning, • Build strong relationships that lead to long-term trust and retention, • Maintain accurate notes and follow-up within our CRM Referral Expectations (Core Part of the Role): • Consistently ask for referrals as part of your client meetings and ongoing relationships, • Identify opportunities to expand relationships within existing households, • Treat referral generation as a primary responsibility, not a secondary activity, • Contribute directly to firm growth through client introductions, • Be compensated for successful referrals and relationship expansion, • (We have a structured and proven referral program in place that makes generating referrals natural and easy) What You Bring: • Active licensing required: Series 7 and 66, OR Series 65, OR otherwise qualified to act in a fiduciary capacity as an Investment Advisor Representative (IAR), • Strong understanding of retirement planning and investment fundamentals, • Confidence in leading client conversations and presenting recommendations, • Ability to analyze financial situations and translate into actionable advice, • A client-first mindset with a high level of professionalism, • Strong communication and relationship-building skills Who This Role Is Perfect For: • Advisors who enjoy servicing and advising, not cold prospecting, • Advisors who want to work with existing clients rather than build from zero, • Advisors who are comfortable being proactive about referrals, • Advisors who want to grow their income by deepening relationships, • Advisors who value stability, structure, and supportCompany DescriptionIf you’d enjoy working in a fast-paced yet supportive environment at a small privately owned firm, we’d love to talk to you about joining our team!If you’d enjoy working in a fast-paced yet supportive environment at a small privately owned firm, we’d love to talk to you about joining our team!

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. UqsFWbRL76

Job DescriptionPosition: Technology Solutions Architect Job Type: Full-time Schedule: 8A-5P Monday - Friday Work Location: Hybrid 2-4 days a week (Torrance, CA) Pay Range: $95k-135k Please be advised: Only candidates authorized to work in the USA will be considered.Summary of Responsibilities:ATechnology Solutions Architectbridges the gap between complex technical products and customer business needs, serving as a trusted advisor throughout both pre-sales and post-sales engagements. This role involves designing, demonstrating, and implementing tailored technology solutions that effectively address client challenges and deliver measurable value. As a client-facing professional, theTechnology Solutions Architectmust maintain a high level of professionalism and communication, translating complex technical concepts into clear, business-focused insights for diverse audiences. Additionally, this role is responsible for evaluating existing and prospective client technology environments, identifying weaknesses, inefficiencies, and opportunities for improvement. The engineer must be equally comfortable communicating at both executive and technical levels, ensuring alignment between business objectives and technical solutions. This role will customarily and regularly exercise discretion and independent judgement; displaying a willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions. Areas of Responsibility: • Increase Non-Recurring Revenue: Boost project sales by identifying and developing IT solutions that meet client needs., • Increase Monthly Recurring Revenue: Expand managed services by integrating long-term IT strategies with client goals., • Client Engagement: Help clients understand, adopt, and leverage the company's suite of services., • Foster and Develop Team Integration, Department Cooperation, and Collaboration: Providing clear pathways for service teams to align with and meet client requirements. Essential Functions:, • Owns architecture vision, transformation strategy, and IT estate harmonization across clients., • Defines reference architectures and reusable patterns across multiple clients and industries., • Use market trends, competitive landscape, and industry benchmarks to shape client strategy., • Leads and facilitate complex executive forums (CTO/CIO/CEO), influencing strategic direction., • Frames ambiguous business problems and defines transformation opportunities., • Shapes deal strategy, defines architecture vision, and influences complex pursuits., • Defines strategic architecture direction within proposals and programs., • Establishing architecture standards across teams influences internal service offerings and delivery models., • Owns transformation outcomes and value realization across engagements., • Defines governance frameworks, standards, and architecture review processes across clients., • Translates enterprise strategy into architectural direction and investment priorities. Education and/or Experience:, • Bachelor’s Degree in Computer Science, Information Systems, or related field., • Comprehensive IT Services including infrastructure, security, and managed services., • 13+ Years of combined IT project management and business analysis, or roles bridging both domains., • Deep understanding of software development life cycle, systems architecture, integrations, and IT operations., • Experience leading cloud initiatives and emerging technologies., • Equivalent combination of education and experience. Computer Skills:To perform this job successfully, an individual should have knowledge of Cisco Meraki and general networking principles; Microsoft Azure cloud services; Microsoft 365 collaboration and productivity tools; ScalePad; LifeCycle; IT Glue; PowerBI and others. Travel Requirements:This position typically has 60% travel associated with its functions. Must be able to travel by air, boat, train, and vehicular modes.

Job Description Divergent is a technology company that has architected, invented, built, and commercialized an end-to-end factory system called the Divergent Adaptive Production System (DAPS) that comprehensively uses machine learning to optimally engineer, additively manufacture, and flexibly assemble complex integrated vehicle structures and subsystems. Products created using DAPS are superior in performance, lower in cost, rapidly customizable to meet mission and customer-specific requirements, faster to market, and scalable on demand to high volume production. Divergent is a qualified Tier 1 supplier to global automotive OEMs, and Divergent is now expanding to support mission critical needs in the Aerospace and Defense sector. Join us to be a part of this transformative journey, where your impact will shape the future of technology and production. Purpose We are looking for a Cybersecurity Architect to help build and evolve the infrastructure, tooling, and processes that protect our enterprise. This role is hands-on and you will serve as subject matter expert (SME) and trusted advisor aligning security solutions to strategic objectives, strict DoD compliance requirements, and risk posture across information technology (IT) and operational technology (OT) domains. The Role • Develop and enforce comprehensive security policies, rule sets, and zone segmentation aligned with Zero Trust principles., • Act as the top-tier subject matter expert for all security engineering, configuration, and troubleshooting., • Ensure alignment with federal Cybersecurity Maturity Model (CMMC2) / NIST 800-171 framework, as it relates across all security architectures, policies, and procedures., • As directed by leadership, implement STIGs and other security baselines to corporate systems, architecture, and applications., • In association with the Network Engineer, design, implement, and maintain firewalls, • In association with the Network Engineer, develop and enforce security policies for corporate IT, OT, and guest wireless networks, ensuring proper segmentation, secure authentication protocols, and encryption methods are in place., • Architect and optimize secure remote access solutions, utilizing Cisco ISE or similar enterprise VPN technologies, ensuring least privilege and multi-factor authentication (MFA) are implemented properly., • Lead the design, tuning, and integration of device logs into an enterprise SIEM., • Develop advanced correlation rules, alerts, dashboards, and reporting mechanisms to identify, prioritize, and track security threats and anomalies., • Conduct post-incident reviews to identify architectural gaps and define security enhancements., • Create and maintain and collaborate on enterprise-wide security standards, control baselines, and reference architectures., • In association with the ISSM, develop, maintain, and test an Incident Response Plan and playbooks., • In association with the ISSM, conduct regular security assessments and define remediation strategies to address control deficiencies. Basic Qualifications, • Ability to lawfully access information and technology that is subject to US export controls, • BS in Cybersecurity or related technical field with 5+ years of relevant industry experience (9+ years' experience in lieu of degree)., • Expertise in network security design, deployment, and maintenance., • Deep understanding of IT/OT Networks architecture and technologies, including ZTNA, ABAC, Microsegmentation, and IEC 62443 Zones., • Professional experience in a Security Operations Center (SOC) or similar environment offering cybersecurity services., • Strong problem-solving skills with the ability to troubleshoot security issues and provide user support., • Excellent communication and interpersonal skills., • Flexibility and willingness to work overtime, including weekends and overnight as needed., • At least one DoD baseline security certification, such as CISSP, Sec+, A+Sec, OR the ability to rapidly receive such certification. Preferred Qualifications, • Certifications Certified Information Systems Security Professional (CISSP) or OSCP., • Project management experience with the capacity to manage multiple projects and meet deadlines under pressure., • Professional technical leadership in a security operations center (SOC) or similar cybersecurity service.Work Environment, • Sr. Specialist/ S05: $110,160- $180,977, • Holistic Compensation Package: Enjoy a world-class compensation package that includes a competitive salary, equity plan, and discretionary results-based incentive bonus opportunities, ensuring you're truly valued for your contributions., • Wellness and Time Off: Embrace a healthy lifestyle with paid vacation, sick time, and company holidays, including a year-end shutdown to recharge. We support growing families with paid parental leave, recognizing the importance of bonding time., • Comprehensive Health and Wellness: Prioritize your well-being with our comprehensive health and wellness benefits, offering both HMO and Premium PPO options. Additionally, benefit from company-sponsored life insurance and short and long-term disability coverage for peace of mind., • Investment in Growth: We're committed to your professional development. Take advantage of reimbursement opportunities for learning and development initiatives, empowering you to continuously expand your skill set and reach peak performance., • Collaborative and High-Performing Environment: Join our collaborative, dynamic, and high-performing team within a fast-paced, mission-driven company. Together, we're disrupting the traditional manufacturing industry, fostering innovation, and integrating people and technology to reduce our footprint. Equal Employment Opportunity Divergent 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, age, disability or veteran status, or any other applicable state or federal protected characteristic. Divergent provides affirmative action in employment for qualified Individuals with Disabilities and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act. EEO Poster In order to adjust to changes in our business, it may become necessary to add, remove or modify certain duties and responsibilities, or to reassign you to another job position. From time to time you may be asked to work on special projects or to assist with other work. Your cooperation and assistance in performing such additional work is expected. E-Verify: Right to Work Our company participates in E-Verify. E-Verify is a program that electronically confirms a candidate's eligibility to work in the United States after completing the Employment Eligibility Verification (Form I-9). The information provided on the Form I-9 is compared to the records contained in the Social Security Administration and Department of Homeland Security (DHS) databases. This helps employers verify the identity and employment eligibility of newly hired employees. Eligibility to Work Poster (English) | Eligibility to Work Poster (Spanish) Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO) Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO), we will consider for employment qualified applicants with arrest and conviction records. No agencies, no solicitations, and no calls please.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area, • The best products in our industry—and selling something fun!Role Responsibilities, • Build a Clientele: Generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with prospects/leads to schedule sales appointments, • Sales Meetings with clients: Prepare for, and visit, customers at their most convenient location to guide their buying decisions, • Measuring: Learn to measure and fit fully custom garments, • Customer Service: Be your customer’s constant advocate and advisor, ensuring their experience is seamless and you’ve built a repeat clientRole Qualifications, • Ability to generate your own leads and schedule your appointments after going through our extensive training program, • Time and schedule management, • A resilient and ambitious mindset to maximize our unlimited opportunity

Job Description SUMMARY The Chief of Staff serves as the Chairman's strategic partner, operational anchor, and execution engine across a wide portfolio of businesses, investments, and new ventures. This role supports the Chairman's highest priorities by driving clarity, velocity, and alignment across projects, ensuring that vision is consistently translated into action. The Chief of Staff will streamline decision-making, manage complex multi-stakeholder initiatives, oversee information flow, and proactively remove barriers so the Chairman can operate at maximum impact. This position also includes managing select personal scheduling, meetings, and commitments to protect the Chairman's time and enable focus. This role is responsible for driving high-priority AI-enabled initiatives from concept through outcome. This role will operate as a systems builder and execution driver—owning complex, cross-functional initiatives end-to-end, accelerating engineering velocity, and enforcing a culture of urgency and accountability. The ideal candidate translates vision into systems, pushes teams to ship at speed, and maintains an "always-on" posture to ensure momentum never stalls. This role requires strong technical fluency, experience implementing AI-enabled workflows, and the confidence to hold senior contributors accountable without hesitation. It is ideal for a highly intelligent, resourceful operator who thrives in a fast-paced environment, navigates ambiguity with confidence, and brings a disciplined, solutions-oriented approach to every challenge. KEY RESPONSIBILITIES Strategic Partnership • Serve as a trusted advisor and thought partner to the Chairman, helping shape priorities, evaluate opportunities, and support informed decision-making across businesses and projects., • Translate high-level vision into clear plans, timelines, structures, and next steps that drive measurable progress., • Lead AI-enabled initiatives from concept to live deployment, ensuring measurable business impact., • Implement systems, processes, and tools that improve workflow, eliminate inefficiencies, and optimize the Chairman's time., • Oversee information flow to and from the Chairman, ensuring the right inputs reach the right people at the right moment., • Establish aggressive execution timelines and hold teams accountable to them., • Drive a high-urgency operating cadence with tight feedback loops, clear ownership, and minimal bureaucracy., • Escalate risks immediately and directly when deliverables or response times fall short., • Lead high-impact projects from concept through execution, coordinating across teams, partners, and external vendors., • Manage special initiatives related to new business development, investment diligence, strategic partnerships, and corporate innovation., • Act as an extension of the Chairman in select meetings, communications, and negotiations, ensuring seamless representation and continuity., • Prepare briefs, talking points, memos, and follow-ups for internal and external engagements., • Produce executive-level summaries, recommendations, presentations, and research that support strategic choices., • Synthesize information across businesses, markets, and teams into concise, actionable insights., • Bachelor's degree in Business, Communications, Public Policy, or a related field; advanced degree preferred., • 7 to 12 years of experience supporting a senior executive, founder, principal, or chairman across multiple ventures or a complex operating environment., • Demonstrated experience building or implementing real AI workflows, automation systems, or AI-enabled operational tools—not just experimentation or prompt usage., • Proven record operating as a strategic generalist and project leader with exceptional judgment., • Ability to thrive in a fast-moving, entrepreneurial environment with shifting priorities., • Exceptional written and verbal communication skills with a polished, executive presence., • Highly organized, detail-intensive, and able to manage complex workflows across many concurrent initiatives., • Strong analytical and problem-solving skills with the ability to synthesize complexity quickly., • High integrity, emotional intelligence, and discretion in all interactions., • Advanced proficiency in productivity platforms, project management tools, and modern tech solutions that enhance executive efficiency., • Resourceful, proactive, and unflappable under pressure.

Job Description Company Overview Arixa Capital is a leading private real estate lender and alternative investment manager with over $7 billion in originations completed since inception and a servicing portfolio exceeding $2 billion as of December 31, 2025. We're more than a lender. Our vertically integrated platform allows us to manage every step of the loan process in-house, ensuring speed, reliability, and an exceptional experience for our clients. Backed by a substantial balance sheet, top-tier institutional partners, and a talented operations team, we're positioned for continued growth and innovation. At Arixa, our culture is one of our strongest assets. We foster a positive, collaborative, and high-performing environment where team members are empowered to grow, take ownership, and make an impact. Our team thrives on solving problems, celebrating wins, and driving results—together. We've been named to the Inc. 5000* list of fastest-growing private companies for three years running, and we're just getting started. *Arixa provided Inc. de minimis compensation to be considered for the Inc. 5000 list of the fastest growing private companies in the U.S. For a full description of ranking methodology, please visit: Position Overview Arixa's Vice President, People & Talent, will help foster an engaged company, bolster culture, and strategize creative ways to resolve challenges in a growing company, as well as continue to build People Operations from our current foundation. As this is both a strategic and operational role, you will be in a critical position to maintain and develop business and people strategies to advance Arixa's mission and growth, helping to create the company's culture, and own the full cycle of their people. To succeed in this role and grow with the organization, you thrive in a fast-paced, service-oriented environment, are comfortable balancing multiple priorities, and have a passion for building the infrastructure of a growing business. You will serve as a critical member of the Management Team, advise our Executive Team, and support our team of 100+ (and growing) employees. If you are ambitious and eager to make an impact, we would love to speak to you! Summary of Primary Duties and Responsibilities The Vice President, People & Talent is an LA-based position initially requiring five (5) days in-office, with the future possibility of remote work one (1) day per week, to ensure close alignment among all team members. This position will report to the Chief Operating Officer. While not an exhaustive list, the Vice President, People & Talent will be responsible for: • Serve as a functional expert and strategic advisor to the executive leadership and senior leadership teams on people-related matters and initiatives, • Design and oversee our talent planning strategy and practices, with a focus on deeply knowing our business and talent, • Provide regular updates to leadership on the effectiveness of talent management strategies and make recommendations for continuous improvement, • Maintain and evaluate our competitive total compensation structure, • Oversee multi-state biweekly and semi-monthly payroll administration, • Ensure compliance with state and federal employment laws and regulations, and HR best practices, • Further efforts regarding career development & retention, • Direct and advise regarding performance management and employee relations, • Provide training oversight, • Maintain our current HRMS systems and partners, • Maintain and evaluate our benefits plans, carriers, and brokers, • Work closely with, manage and develop the Jr. HR Generalist Education and Experience • Bachelor's degree required; master's degree in related field preferred, • 8-10 years of progressive Human Resources experience required, including demonstrated expertise in strategic HR leadership, change management, talent development, and staff supervision and growth, • PHR or SPHR certification preferred, • Thorough knowledge and understanding of federal and multi-state labor laws and employment regulations, • Proven track record of success in talent management roles, • Excellent written and verbal communication skills, • Strong collaborative skills and ability to be a team player, • Strategic thinking and project planning, • Ability to build relationships at all levels of the organization while maintaining appropriate professional boundaries, including the ability to lead through influence, empathy, and innovation, • Hands-on attitude with the ability to be flexible and adaptable Compensation This position is exempt, full-time, with salary range: $175K - $200K, plus discretionary bonus potential. Benefits This position is eligible for the following benefits: • Annual discretionary bonus program., • Medical, dental and vision insurance., • 401K with Safe Harbor contribution., • Three weeks (fifteen days) paid time away excluding sick time., • Six sick days., • Ten paid holidays, • One floating holiday. Note: This is not an all-inclusive list. The Vice President, People & Talent will be involved and participate in related business matters and duties as assigned. Arixa is an 'at-will' employer

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner will include: • Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis., • Work with the sales team and advisors to collect documents from clients to prepare the financial plan., • Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients., • Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related), • Has begun CFP® coursework, • At least 1 year of financial industry related experience preferred, • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred., • Excellent verbal, written, analytical and organizational skills, • Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Candidate must have customer service orientation, be coachable, and be eager to learn., • Must be highly flexible and confidential with all matters Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $76,500—$90,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. IwyVFTHh0z

Job Description Who We Are Brentwood Associates is a Los Angeles-based private equity firm with over 30 years of experience investing in middle-market growth businesses. Our investment strategy is focused on companies providing essential services and products, including tech-enabled business services and software companies. Since 1984, we've backed more than 50 companies, with a combined transaction value exceeding $7 billion. Our specialty is partnering with ambitious entrepreneurs and management teams to scale great businesses, typically through control transaction in fragmented markets that benefit from consolidation and product or service innovation. If you love numbers, deals, and the thrill of building something big, you’ll fit right in. Check us out at . What You’ll Be Doing We’re looking for a highly motivated Associate to join our tech-enabled Business Services investment team. This role puts you in the driver’s seat of deal sourcing, due diligence, financial modeling, and portfolio management. Translation: you’ll be at the heart of the action, working closely with senior leadership and portfolio company executives to help shape the future of our investments. You will be leading the evaluation of differentiated tech-enabled business services and software companies with up to $75 million of annual recurring revenue, strong growth profiles of 15-20%+, and attractive gross margins and cash flow profiles. We target businesses in fragmented end markets where there is an opportunity to supplement strong organic growth with thoughtful and strategic add-on acquisitions. Such end markets include education technology, healthcare technology, and financial technology/integrated payments, among other vertically focused markets. If you’re the kind of person who enjoys dissecting businesses, diving into financial models, and debating the finer points of EBITDA over coffee, this might be the perfect role for you. • Find and Close Great Deals:, • Identify and evaluate investment opportunities that fit our strategy., • Build and maintain relationships with key industry players (think executives, bankers, consultants and advisors)., • Conduct deep research to develop investment theses—you'll conduct deep research through live customer calls and competitor reviews to thoroughly understand market dynamics and industry trends., • Crunch the Numbers and Think Big:, • Analyze financial, strategic, and operational performance., • Develop and own detailed financial models., • Present findings to our Investment Committee in a clear and concise way., • Structure transactions to ensure well-thought-out, strategic deal-making., • Manage Investments and Create Tangible Value:, • Lead due diligence processes and coordinate with third-party advisors., • Support portfolio companies’ growth by collaborating with their leadership teams., • Drive governance best practices and participate in Board-level initiatives., • Make Brentwood Even Better:, • Help recruit top talent (we love referrals!)., • Build relationships with bankers and strategic partners to set up future exits. Location: Los Angeles, CA (in-office Monday-Thursday, with flexible Fridays). Strong preference for candidates that prefer an in-office working environment (West LA, near Westwood) with strong ties to the LA area. Timing/Program Length: Immediate start. This program is a two-year commitment, with an opportunity to earn a third year based on exceptional performance and fit. The firm is built from within, with tenured employees at all levels. Requirements What We’re Looking For • Up to 5 years of experience in private equity, corporate development, investment banking, or strategy consulting., • A self-starter who’s comfortable juggling multiple responsibilities., • A proactive and driven individual who takes initiative and approaches responsibilities with a sense of ownership and accountability., • A sharp analytical mind with problem-solving skills that impress even the toughest critics., • Exceptional written and verbal communication skills—you should be able to explain complex concepts clearly and persuasively., • A positive, low-ego, team-oriented attitude—cultural fit is incredibly important to us., • Willingness to travel and attend relevant conferences, management meetings, diligence sessions, etc., • A degree from a top-tier university with strong academic performance., • Advanced skills in Excel and PowerPoint, demonstrated intellectual curiosity in learning and leveraging new tools and approaches including ChatGPT, systems thinking, advanced prompt engineering, etc. What’s in It for You? Brentwood Associates offers a competitive Total Rewards package because we know talent when we see it. Benefits include: • Total rewards for this position include a competitive salary, a performance-driven annual bonus, and benefits listed below. Years of experience in a similar role, among other factors, will be used to determine actual compensation., • Comprehensive health, dental, and vision insurance., • A 401(k)-retirement plan., • Unlimited PTO and Paid Holidays. We expect our colleagues to work hard but encourage them to recharge their batteries as needed., • Flexible Fridays—get your work done, whether you choose to do it from our office or from your home., • Professional development and team building opportunities. You will be paired with an experienced Development Advisor who will guide your progress, providing mentorship and support. You will receive annual performance reviews with quarterly check-ins to track growth and help you achieve your goals. We’re an Equal Opportunity Employer At Brentwood, we prioritize hiring and developing a diverse and inclusive team. We evaluate all applicants based on their qualifications and merit, ensuring decisions are not based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, disability, veteran status, or any other legally protected characteristic. Simply put, if you’re talented, driven, and a great cultural fit, we want you here. Please note, we are not accepting unsolicited resumes from search firms. If you send one without a written agreement, consider it a freebie. Ready to Join Us? If this sounds like your calling, we’d love to hear from you! Apply now and let’s make great investments together.

Job DescriptionAbout Kasa Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. Kasa has built a hospitality operating system that fundamentally improves the profitability of hospitality assets while delivering a high quality, digitally forward experience to guests. We partner with owners of multifamily and boutique hospitality properties to deliver stylish, professionally managed accommodations to business and leisure travelers alike. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations. Unlike traditional hotel operators, we prioritize automation, AI-driven pricing, and data-driven decision-making to optimize revenue and improve guest experiences. The Role This is a critical leadership opportunity reporting to the Chief Investment and Development Officer, where you will take on a transformative role in driving Kasa's portfolio expansion as a Real Estate Growth Executive. In this role, you will be responsible for securing managed units through new unit launches, hotel conversions, hotel development, and acquisition while also participating in high-value, strategic growth initiatives. You bring unmatched expertise in sourcing, negotiating, and closing complex transactions at scale. With an extensive network of property owners, lenders, and brokers, you will lead deal-making efforts for apartment, apartment-hotel and traditional hotel assets, leveraging innovative structures to minimize risk and maximize financial outcomes for both Kasa and our partners. The ideal candidate is a forward-thinking, results-oriented professional who thrives in a dynamic, entrepreneurial environment and is passionate about shaping the future of real estate and hospitality. About the Team This role is in our Real Estate department. The mission of the department is to grow Kasa's national and global footprint by partnering with multifamily, hotel, and apart-hotel developers and owners. We achieve this mission by demonstrating the tremendous value we create for our partners through our high-margin and flexible operating model. Unlike traditional hospitality operators, we partner with property owners across a wide set of markets, property types, unit types, and deal structures, including, traditional management agreements, revenue share leases, centralized services agreements, and property acquisitions. As a result, our dynamic operations, proprietary tech, and cost structure make Kasa the one-stop partner for property owners. Members of the team have diverse backgrounds in real estate private equity, finance, investment sales, construction, and hotel business development. Kasa team members are passionate about building a platform that delivers value to property owners and serves guests seeking trustworthy, well-priced accommodations in great locations. Day in the Life of a Kasa Real Estate Growth Executive Strategic Deal Leadership • Identify, pursue, and close transformative deals across multifamily and hospitality assets, focusing on high-value opportunities that align with Kasa's growth goals., • Lead end-to-end deal processes, including sourcing, underwriting, structuring, negotiating, and closing., • Act as a trusted advisor to institutional owners, brokers, and lenders, establishing Kasa as a preferred partner., • Mentor and guide junior and mid-level growth executives, fostering a high-performance, collaborative culture., • Collaborate with senior leadership to refine and evolve Kasa's deal playbook, integrating data-driven insights and market trends., • Extensive relationships with top-tier institutional owners, brokers, and lenders, with a focus on multifamily and hotel asset classes nationwide., • Minimum 7 years of experience in institutional real estate, multifamily or hospitality acquisitions, management, or brokerage, with a demonstrated ability to scale portfolios., • Bachelor's Degree required, • Exceptional track record of closing complex, high-value transactions, including management and franchise agreements., • Advanced understanding of multifamily and hospitality business dynamics, regulatory landscapes, and property-level economics., • Strong leadership skills, with experience mentoring teams and contributing to organizational strategy., • Highly strategic thinker with excellent analytical and problem-solving abilities., • Exceptional negotiation and communication skills, capable of influencing stakeholders at all levels., • You have relationships and experience in the Western US., • You have investment or development experience in the hospitality and multifamily sectors., • You have proven ability to leverage proprietary capital relationships to enhance deal opportunities and drive portfolio growth., • You have worked extensively with zoning, building codes, and other regulatory frameworks impacting short-term rentals and hotels., • You have hotel development experience., • Signing a high volume of units under management, setting a new standard for growth in the company. The target for this role is 300 units in year 1., • Establishing yourself as a trusted thought leader in real estate growth, both internally and externally., • Leading the development and execution of market-specific strategies that significantly enhance Kasa's competitive advantage., • Refining Kasa's growth processes to increase quality, efficiency, and scalability, positioning the team for long-term success.Curious about the Kasa experience? Save 15% when you book on kasa.comBenefits, • Remote Work: With flexibility as a core value, and over three-quarters of the team working remotely, Kasa employees can work from anywhere, including our Kasa's across the country!, • Kasa Travel Credit: We love to travel! Kasa employees get an allowance of free stays with us in any of our locations, plus a discount on any night for friends and family., • The Pay: The starting base pay range for this role is between $175,000 and $225,000 annually and is set based on multiple considerations, including business needs, market demands, talent availability, experience, and unique skills and attributes. The base pay range is subject to change and may be modified. This role may also be eligible for equity, bonus, perks, benefits, and Kasa Travel Credits., • Generous Stock Option Plan: At Kasa, our compensation philosophy is to offer a total compensation package that over-indexes on equity to encourage our team to think like owners (by being owners) and benefit from the value growth that our collective hard work creates., • Flexible PTO: Full-time exempt Kasa employees are encouraged to take time off as they need and see fit, ensuring that it's not disruptive to their work., • 401(k) Plan: As you invest in yourself and your future, Kasa invests in you too: we offer a generous 401(k) contribution match., • Health Coverage: We've invested in comprehensive health insurance options to help when you need it most. Behind the scenes, we build technology that combines with our innovative operations to grow a globally scalable offering that delivers high-quality stays to guests. Our guests enjoy seamless check-ins, caring service, and attractive amenities. If anything comes up, our on-site and remote guest experience team is available throughout their stay, ensuring our hospitality is rarely seen but always felt. Kasa is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by law. All employment is decided based on qualifications, merit, and business need. Kasa is an E-Verify participant. We will verify the identity and employment eligibility of all persons hired to work in the United States by matching information employees provide on the Form I-9 against records available to the Social Security Administration (SSA) and the Department of Homeland Security (DHS). You may find more information here and here. Kasa does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or People & Talent team. A Note on Recruiting & Job Scams The Kasa Talent Acquisition team will only communicate from email addresses that use the URLs kasa.com and us.greenhouse-mail.io. We will not use apps such as Facebook Messenger, WhatsApp, or Google Hangouts for communicating with you. We will never ask you to send us money or technology to work for our company. If you believe you are a scam victim, please review your local government consumer protections guidance and reach out to them directly. US-based applicants may refer to this article from consumer.ftc.gov for more details.

Job Description About Invisible Narratives Invisible Narratives is the first of its kind Tra-Digital Studio that uniquely bridges traditional entertainment with the creator economy. By integrating the best of Hollywood's established business practices with the nimbleness of digital content creation, the studio capitalizes on the strengths of both domains. Founded by Adam Goodman, former Head of Paramount Pictures and DreamWorks Studios, with blockbuster filmmaker Michael Bay acting as Chief Creative Advisor, Invisible is uniquely focused on building billion dollar entertainment franchises that originate from the Creator and AI content ecosystem. As we scale our operations, we seek a strategic and results-driven Chief Financial Officer (CFO) to lead our financial strategy with a primary focus on mergers and acquisitions (M&A) and corporate development. The CFO will be a key member of the executive team, driving the company’s growth initiatives, financial strategy, and operational efficiency. Position Overview The CFO will take a leadership role in overseeing all financial aspects of the business with an emphasis on M&A, corporate partnerships, and strategic financial planning. The successful candidate will work closely with the CEO, President and other senior leadership to identify, evaluate, and execute opportunities that align with the company’s growth objectives. This position requires a deep understanding of corporate finance, deal structuring, financial modeling, and strategic decision-making, as well as a strong ability to manage financial operations and accounting functions for a fast paced start-up. Key Responsibilities * Capital Raising and Mergers & Acquisitions Strategy * Lead and manage the identification, evaluation, and execution of fundraising and M&A opportunities that support the company’s long-term strategy and growth goals. * Drive the due diligence process, including financial modeling, valuation, and risk assessment of potential acquisition targets. * Provide leadership in negotiations and deal structuring, ensuring optimal value creation for Invisible Narratives. * Work with external advisors (investment bankers, legal teams, etc.) to execute transactions efficiently and effectively. * Strategic Financial Leadership * Partner with the CEO, President, and senior leadership team to develop and refine the company’s long-term financial strategy, supporting business growth, profitability, and value creation. * Analyze market trends, financial performance, and potential strategic initiatives to recommend actionable insights that support the company’s objectives. * Play a pivotal role in financial planning and forecasting to ensure the company is well-positioned to achieve its goals. * Capital Allocation & Fundraising * Lead efforts to assess and manage capital requirements, optimizing the company’s capital structure to support growth initiatives and M&A activity. * Oversee relationships with investors, ensuring effective communication of the company’s financial health and growth potential. * Evaluate and recommend funding strategies, including equity, debt, and strategic partnerships. * Corporate Development & Partnership Strategy * Identify, negotiate, and manage strategic partnerships and alliances that drive business growth, technology adoption, and market expansion. * Provide financial leadership in joint ventures, investments, and strategic alliances, ensuring alignment with the company's strategic goals. * Financial Operations & Governance * Oversee financial reporting, accounting, and compliance to ensure robust internal controls and adherence to industry regulations. * Manage the finance team, providing mentorship, guidance, and leadership to optimize performance and professional development. * Maintain accurate financial models, budgets, and forecasts to inform strategic decision-making at all levels. * Risk Management & Performance Analysis * Assess financial and operational risks associated with M&A transactions and strategic initiatives, providing solutions to mitigate risks. * Monitor business performance and recommend adjustments to strategies based on financial insights and market conditions. Required Qualifications * Experience: * Minimum 10 years of experience in finance, with at least 5 years in a senior leadership role focused on accounting, M&A, and corporate development. * Proven track record of successfully managing fundraises, M&A transactions, corporate finance, and strategic financial planning. * Extensive experience in financial modeling, deal structuring, and due diligence processes. * Education: * Bachelor’s degree in Finance, Accounting, Economics, or a related field. An MBA, MFA, or other relevant graduate degree is highly preferred. * Skills & Competencies: * Strong analytical and problem-solving skills, with the ability to manage complex financial data and develop strategic recommendations. * Exceptional leadership abilities and experience in managing cross-functional teams, particularly in finance and strategy. * Expertise in valuation, financial modeling, and structuring complex financial transactions. * Excellent communication skills with the ability to present financial concepts clearly to non-financial stakeholders. * Understanding of corporate governance, risk management, and regulatory requirements. * Ability to thrive in a fast-paced, start-up environment and adapt to evolving business needs. Preferred Qualifications * Experience within the media & entertainment sector or creator economy and relationships with institutional investors is a plus. Competitive Compensation Competitive salary, bonus structure, and equity participation aligned with company success. Invisible Narratives is an equal-opportunity employer.

Job DescriptionGHJ Search and Staffing serves as the recruitment division of GHJ, a prominent national accounting and advisory firm. Our team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential. GHJ is looking for a Director of Finance WHY we get up in the morningAt GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believeWe believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future. HOW we succeedWe are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success). Summary of Role: We are seeking an experienced and strategic Director of Finance to lead the firm’s financial operations and help scale our growing professional services organization. This role will oversee all accounting and finance functions while serving as a strategic advisor to executive leadership. The Director of Finance will ensure financial integrity, drive operational excellence, lead system evaluations and implementations, and build a high-performing finance team that supports the firm’s continued growth across multiple states. This is a hybrid position based in Downtown Los Angeles, requiring onsite presence at least three times per week (subject to change).Key Responsibilities: • Financial Leadership & Oversight, • Oversee all day-to-day financial operations, including accounts payable, accounts receivable, payroll, general ledger, reconciliations, and month-end close., • Direct general ledger accounting, collections, financial reporting, annual audits, payroll, accounts payable, and internal controls., • Ensure timely and accurate preparation of financial statements, forecasts, and management reports., • Oversee accrual-to-cash accounting conversion at year-end., • Manage partnership accounting, including tax return lead schedule preparation., • Develop and manage annual budgets and forecasts; monitor performance against budget., • Prepare and present financial analyses to executive leadership and partners, including profit center allocations, realization reports, and budget vs. actual analysis., • Strategic Planning & Growth Support, • Serve as a strategic financial advisor to the executive leadership team., • Lead long-term financial planning aligned with firm growth initiatives., • Develop financial models and scenario analysis to support expansion, hiring strategy, and investment decisions., • Provide forward-looking insights to guide pricing strategy, service line profitability, and capital allocation., • Identify and drive performance improvement initiatives across the firm., • Multi-State Operations & Compliance, • Oversee financial compliance across a multi-state footprint., • Ensure compliance with federal, state, and local regulatory requirements, including 1099s, property tax statements, sales tax filings, payroll compliance, and bank reporting., • Monitor and adapt to evolving accounting regulations and standards., • Develop scalable financial processes and controls to support continued geographic and operational expansion., • Systems & Process Optimization, • Lead evaluation, selection, and implementation of financial systems and reporting tools., • Oversee system upgrades, conversions, and integration projects from planning through full implementation., • Partner cross-functionally to ensure successful change management and adoption., • Leverage technology and business intelligence tools (e.g., Power BI) to enhance reporting capabilities and operational efficiency., • Ensure data integrity, security, and process automation within financial systems., • Team Leadership and Development:, • Lead, mentor, and develop the accounting and finance team., • Build a cohesive, high-performing team culture focused on accountability and continuous improvement., • Establish clear roles, succession planning, and professional development pathways., • Oversee recruitment, onboarding, and performance management within the finance function., • Foster strong collaboration between finance and operational leadership., • Risk Management & Internal Controls, • Develop and maintain robust internal control systems to safeguard firm assets., • Conduct financial risk assessments and implement mitigation strategies., • Strengthen governance practices and improve financial transparency across the organization.Qualifications:, • Bachelor’s degree in Accounting, Finance, or a related field., • CPA certification is strongly preferred., • 10–15+ years of progressive financial leadership experience. Prior experience within a CPA firm or professional services environment is a plus., • Experience supporting a growing organization with operations in multiple states., • Extensive experience leading financial system evaluations and implementations., • Strong knowledge of GAAP, partnership accounting, and financial reporting standards., • Advanced analytical skills and proficiency in financial reporting tools, including Power BI., • Demonstrated ability to lead organizational change and scale financial infrastructure., • Excellent leadership, communication, and executive presence., • Detail-oriented with the ability to manage multiple priorities in a dynamic environment.