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Job Description Job Title: Chief Security Officer (CSO) – MemeHouse Location: Beverly Hills, CA Employment Type: Full‑Time Reports To: Founder & CEO, MemeHouse HIRING IMMEDIATELY WITH A $10,000 SIGNING BONUS About MemeHouse --------------- MemeHouse is a cultural engine built at the intersection of live media, creators, and modern digital culture. We operate a connected ecosystem of creator spaces, live productions, short‑form media, real‑world events, and original programming, turning cultural moments into scalable content, community, and long‑term value. MemeHouse powers live streaming, digital broadcasts, and livestream‑first experiences across platforms through entities such as: • MemeHouse LA – Where culture is conceived and creators collide in real time., • MemeHouse Productions – Capturing live moments through broadcasts and streams., • MemeHouse Design Studios – Shaping the visual world behind every experience., • MemeHouse Clips – Turning live moments into short‑form media., • MemeHouse Networks – Software for mobile, high‑quality live streaming., • MemeHouse Media Group & MemeHouse TV – Original shows and owned IP., • MemeHouse Events & Collective – Creator‑driven, livestream‑first real‑world experiences. We are now hiring a Chief Security Officer (CSO) to secure our people, platforms, content, and partnerships as we scale globally. Role overview ------------- As Chief Security Officer, you will own the end‑to‑end security strategy for MemeHouse, including cybersecurity, data privacy, physical security, risk management, and executive protection. You will report directly to the CEO and act as the principal advisor on security, ensuring that our creator‑centric ecosystem remains safe, compliant, and resilient at scale. You will lead security across: • Creator, staff, and visitor safety (in‑person and livestreamed events)., • Protection of high‑value IP, unreleased content, and streaming platforms., • Compliance‑adjacent risks arising from social platforms, UGC, and partner ecosystems., • 24/7 incident readiness for anything that could impact brand, reputation, or creator trust. Key responsibilities -------------------- Security strategy & governance ------------------------------ • Develop and execute a comprehensive security strategy that aligns with MemeHouse’s growth, product roadmap, and creator‑first culture., • Define and maintain security policies, standards, and playbooks for cybersecurity, data privacy, physical security, workplace‑violence prevention, and crisis response., • Establish clear ownership and accountability across product, engineering, operations, events, and partnerships. Cybersecurity & data protection ------------------------------- • Protect MemeHouse’s infrastructure, applications, streaming platforms, and creator tools against threats targeting high‑traffic media environments., • Oversee vulnerability management, threat monitoring, incident response, and disaster recovery for systems used by creators, partners, and audiences., • Ensure compliance‑relevant controls (e.g., data privacy, content‑moderation‑adjacent obligations, platform‑specific requirements) are embedded in products and workflows. Asset protection & production‑environment security -------------------------------------------------- • Oversee asset protection and lifecycle management for a large inventory of high‑value production equipment used across MemeHouse’s creator spaces, including cameras, lighting, audio, broadcast, and streaming technology., • Implement and enforce controls for inventory tracking, access, maintenance, secure storage, and movement of equipment to minimize loss, theft, damage, and downtime. Physical security for creator content spaces -------------------------------------------- • Lead the physical security program for multiple multi‑million‑dollar creator content spaces, including studios, production floors, and experience zones (e.g., MemeHouse LA and satellite locations)., • Design and maintain layered security measures such as access control, surveillance, intrusion detection, alarm systems, and visitor‑management protocols tailored to high‑traffic, creator‑driven environments. Workplace‑violence prevention & safety culture ---------------------------------------------- • Develop and maintain workplace‑violence awareness and prevention programs, including protocols for handling threats, stalking, or harassment that may arise from creators, fans, or public‑facing content., • Promote a security‑aware culture across teams, including regular training and communication for staff, creators, and on‑site partners. Executive protection & personal security ---------------------------------------- • Oversee the executive protection program for the Founder and other key principals, including security of their homes and residences, daily commute and travel routes, and security during national and international travel, with a focus on low‑profile but high‑reliability coverage., • Coordinate with local, state, and federal law‑enforcement agencies, as well as security vendors and internal travel/security teams, to ensure secure itineraries, accommodations, transportation, and contingency plans for high‑profile individuals. Security operations & staffing oversight ---------------------------------------- • Direct and manage a daily security team of 10–20 security agents at local properties, including schedule planning, training, performance, and protocol enforcement., • Oversee the deployment and coordination of 25–200 security personnel during special events, including large‑scale livestream‑first experiences, tours, and pop‑up activations, ensuring alignment with MemeHouse culture, safety, and brand standards. Risk management & incident response ----------------------------------- • Lead enterprise‑level risk assessments, covering cyber, physical, reputational, and operational risks tied to media, UGC, and creator‑driven content., • Build and run incident‑response capabilities, including playbooks, tabletop exercises, and post‑incident review processes., • Serve as the central point of contact during incidents, coordinating with legal, communications, creator relations, platform partners, and law enforcement as needed. Compliance, privacy, and stakeholder alignment ---------------------------------------------- • Partner with legal, privacy, finance, and product leaders to embed security and risk considerations into contracts, partnerships, and product launches., • Ensure alignment with relevant regulatory and platform‑specific obligations (e.g., data‑privacy frameworks, content‑policy requirements, creator‑protection standards)., • Prepare and present security posture, risk exposure, and investment priorities to executive leadership and, when applicable, board‑level stakeholders. Reporting, audits, and oversight -------------------------------- • Serve as the primary security executive for board‑level and investor‑level reporting, including security‑risk disclosures, incident summaries, and long‑term security‑investment strategy., • Coordinate periodic independent security audits and assessments (cyber, physical, and compliance) and ensure findings are remediated on schedule. Team & vendor leadership ------------------------ • Build and lead a security and risk organization, including internal security staff and external partners (forensics, monitoring, physical security, etc.)., • Define talent strategy, training programs, and KPIs that balance prevention, detection, and response for a fast‑moving media company., • Manage security‑related vendor relationships and contracts, ensuring strong SLAs and crisis‑readiness. Travel & work expectations -------------------------- • Willingness and ability to travel nationally and internationally to support executive protection, special events, and site security operations., • Flexibility to work non‑standard hours, weekends, and holidays as needed to support live‑event cycles, incident response, and executive‑protection schedules. Qualifications -------------- Education --------- • Bachelor’s degree in Computer Science, Information Security, Criminal Justice, or a related field., • Advanced degree (e.g., JD, MBA, or MS in Cybersecurity/Criminal Justice) preferred. Certifications -------------- • Relevant certifications such as CISSP, CISM, CISA, or project‑management‑style credentials are strongly preferred. Experience ---------- • 10+ years of experience in security leadership roles, with at least 5 in senior security or executive positions (e.g., CSO, CISO, Head of Security, Director of Security)., • Demonstrated track record securing fast‑growing technology or media companies, ideally with experience in live‑streaming, creator‑centric platforms, or large‑scale digital events., • Deep understanding of cybersecurity principles (network security, application security, cloud, identity), incident response, and risk management., • Solid experience with physical security programs, event security, and crisis management for venues or experiential activations., • Strong background in regulatory and privacy‑adjacent frameworks (e.g., GDPR‑like concepts, CCPA, child‑safety, platform‑specific rules) as they apply to digital media. Strongly preferred ------------------ • Former Secret Service or federal executive‑protection experience is highly preferred., • Prior experience in private‑sector executive protection, close‑protection, or high‑net‑worth‑client security is also desirable. Nice‑to‑have ------------ • Experience working with influencers, creators, or entertainment‑adjacent brands., • Familiarity with livestream‑production stacks, UGC platforms, and social‑media ecosystems., • Public‑facing or media‑technology experience (events, broadcasting, streaming software). Key skills & mindset -------------------- • Strategic & operator‑minded: Ability to translate risk and threat landscapes into pragmatic, business‑aligned security programs., • Risk‑aware communicator: Comfortable explaining complex security and privacy issues to founders, creators, and non‑technical stakeholders., • Crisis‑ready leader: Calm under pressure, with experience leading cross‑functional teams during high‑visibility incidents., • Empathetic toward creators: Understands that security and safety must protect both the company and the people generating culture. What you’ll build at MemeHouse ------------------------------ • A security program that scales alongside a distributed, creator‑driven ecosystem., • Incident‑response and safety protocols tailored to livestream‑first events and digital culture‑driven businesses., • Trust and confidence for creators, partners, platforms, and audiences that their data, IP, and safety are protected. If you’re a security leader who thrives at the intersection of technology, culture, and live experiences—and who can seamlessly integrate executive‑protection‑grade discipline into a creator‑centric environment—we want to hear from you. How to apply ------------ Please submit your résumé, a brief cover note describing how you would approach security for a creator‑ and livestream‑centric company like MemeHouse, and links to any relevant public profiles or writing. Background check note: Candidates must be prepared to undergo an extensive background check, including criminal‑history, financial, and employment verification, as well as security‑suitability screening for executive‑protection‑adjacent responsibilities. MemeHouse is an equal‑opportunity employer and values diverse perspectives in building a safer, more creative future.

Job DescriptionCanvas Worldwide dares to be the challenger the ad industry needs. Do you "Challenge the Comfortable?" Then you'll fit right in here at Canvas. Recognized as one of Ad Age's "Best Places to Work" for three consecutive years, Canvas Worldwide is an independent media agency committed to providing creative solutions for brands that challenge the status quo. Our clients include Hyundai, Kia, Genesis, MGM, Zillow and McDonald’s (to name a few…). Our agency cultivates an environment where all are welcome to push outside their comfort zones to solve problems in new ways. We encourage the team to be its best by creating the most positive workplace experience for all. For instance, we outpace the industry on diversity and inclusion AND offer continuous training and workshops for career development. So, if you dare to challenge the comfortable… then keep reading. THE ROLE The VP, Brand Strategy, leads the evolution of Genesis brand communications by modernizing traditional brand strategy for today’s digital media ecosystem. This role elevates brand planning into a platform-led, signal driven discipline built for a digital first world. This role requires a digitally native strategist who understands how audience systems, identity signals, and platform algorithms influence brand growth. The VP translates these inputs into clear strategic frameworks and compelling narratives that guide integrated go-to-market strategy. The role drives the development of integrated media strategies rooted in consumer insight, cultural context, and digital audience signals to expand audiences, strengthen brand perception, and create sustained demand for the Genesis brand. Brand strategy is measurement minded by design, grounded in clear signals, learning agendas, and demonstrable business impact. Partnering closely with the VP, Performance, this leader ensures brand building and demand capture operate as a unified system. Brand strategy fuels audience growth and consideration, while performance teams convert demand using shared audience frameworks, signal architecture, and optimization roadmaps KEY RESPONSIBILITIES Brand Media Strategy Leadership • Lead integrated brand communications across TV, CTV, digital video, social, audio, outdoor, and emerging platforms, grounded in how audience signals and platform capabilities shape effectiveness., • Build strategic frameworks that connect consumer insight, cultural intelligence, audience data, media investment, and measurement into a unified demand creation system., • Ensure brand strategy incorporates platform signals and data from across the modern marketing infrastructure., • Craft strategic narratives that articulate how communications drive brand growth, consideration, and demand, aligning stakeholders and guiding integrated execution, • Define, evolve, and be accountable for brand and signal based KPIs in partnership with analytics and performance teams. Integration & Innovation • Drive cross disciplinary collaboration across media, creative, strategy, and client teams to deliver integrated, consumer first plans., • Partner with creative agencies to shape innovative, culturally relevant, measurement ready ideas that elevate the Genesis brand., • Champion progressive planning approaches, continuous experimentation, platform innovation and evolving data capabilities., • Align brand and performance strategies with performance marketing and analytics counterparts, ensuring shared audience frameworks, signal architecture, and optimization roadmaps., • Ensure brand strategy is built around how modern platforms operate, including identity, targeting and measurement frameworks. Client Leadership & Industry Engagement • Serve as a senior strategic advisor to Genesis Marketing, shaping how media investment drives brand and business impact., • Maintain a strong perspective on media innovation, platform evolution, and modern measurement trends. People Leadership • Lead and develop a high performing strategy team, fostering curiosity, collaboration, and analytical rigor., • Set a high standard for integration, innovation, and data informed decision-making. QUALIFICATIONS • Proven ability to lead integrated brand media strategy at a national or global scale., • Strong experience partnering with creative agencies to develop innovative, integrated ideas., • Demonstrated ability to translate audience signals, platform data, and analytics into brand strategy and investment decisions., • Deep understanding of the modern digital media ecosystem and how identity and audience systems drive brand growth., • Excellent written and verbal communication skills., • Strong leadership, organizational, and relationship building capabilities., • Experience collaborating with performance and analytics teams to connect brand strategy to measurable outcomes., • Fluency in digital platforms, audience targeting frameworks, and signal driven marketing. EXPERIENCE & EDUCATION • 10+ years in media or integrated strategy focused on platform led planning, audience intelligence, and analytics driven brand growth, not legacy brand strategy approaches, • Experience across TV, CTV, social, and integrated partnerships; broad ecosystem fluency required., • 5+ years managing and developing teams. TRAVEL • Occasional travel for offsite meetings and client engagements (approximately 10–25%). Salary and BenefitsActual base salary is determined upon factors such as experience, qualifications, training, certifications, and internal equity. The Company reserves the right to modify this pay range at any time. Base salary is part of a total rewards package that includes highly competitive benefits like generous medical, dental, vision, pet insurance, commuter benefits, disability and life insurance coverage, 401(k) matching, up to 14 holidays per year, a “Do Good Day,” and unlimited PTO. Additional perks include employee social and wellness events, a DEI Council, auto purchase rebate program, monthly wellness allowance, and in-office amenities such as fresh kombucha and an in-house barista inside our beautiful, new vibrant El Segundo office. In-Office Work ScheduleThis is a hybrid role, requiring a minimum of 2 days in-office per week. Canvas Worldwide is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. CA Applicants: Canvas Worldwide practices Fair Chance Hiring We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionGeneral Summary: Kinecta Financial & Insurance Services, LLC (KFIS), the wealth management CUSO of Kinecta Federal Credit Union, is seeking an experienced and strategic Vice President, Kinecta Wealth Management (KWM) to lead day‑to‑day operations, drive advisor performance, and guide the execution of key strategic initiatives. This executive leader will oversee operational efficiency, manage business growth priorities, and ensure the delivery of a best‑in‑class wealth management experience for Kinecta members. The Vice President will play a critical role in shaping long‑term strategy, supporting revenue growth, and strengthening collaborative relationships across the credit union, partners, and vendor ecosystem. Key Responsibilities Strategic Leadership & Business Growth • Lead the development and execution of long-term business strategies aligned with KFMC and Kinecta Federal Credit Union’s strategic pillars., • Conduct market, competitive, and member needs analyses to identify trends, product opportunities, and service enhancements., • Research and evaluate growth opportunities across existing business verticals to support member value and expansion. Operational Excellence • Manage day-to-day operations of KWM with a focus on process improvement, efficiency, and profitability., • Design, implement, and oversee project plans including timelines, dependencies, budgets, and reporting deliverables., • Track progress and adjust resources as needed to ensure successful implementation of initiatives., • Partner cross-functionally with Retail, Finance, Legal, IT, HR, Marketing, and others to ensure alignment and support. Advisor Leadership & Talent Development • Provide hands‑on leadership, coaching, and performance management for financial advisors and CUSO management team members., • Support hiring, onboarding, development planning, and performance review processes., • Establish clear performance expectations and support advisor growth through coaching, setting, and accountability. Compliance, Risk, & Vendor Oversight • Conduct due diligence on products, services, vendors, and business transactions., • Collaborate with Legal, Compliance, and broker/dealer partners to ensure all regulatory and operational standards are met., • Oversee contract reviews, vendor evaluations, and industry‑best‑practice benchmarking. External Representation • Represent Kinecta Wealth Management with broker/dealer partners, BGAs, and select industry committees or associations. Qualifications Knowledge & Abilities • Proven leadership skills with the ability to mentor advisors and inspire cross-functional teams., • Strong understanding of investment products, advisory platforms, insurance solutions, and regulatory requirements., • Deep knowledge of financial planning principles and member-centric service philosophies., • Exceptional communication skills, including preparation of executive‑level presentations and reports., • Strong project management capabilities with attention to detail and the ability to manage competing priorities., • Skilled in analyzing data, financial metrics, and performance reports to support decision-making. Education & Experience • Bachelor’s degree in business, Finance, Economics, or related field required., • Advanced degree (MBA or related) preferred., • FINRA Series 7 and Series 66 (or Series 63/65) required; Series 24 preferred., • Professional designations such as CFP®, ChFC®, or similar are highly advantageous., • 7–10 years of experience in wealth management, financial services, or investment advisory., • Experience managing financial advisors or sales teams in a brokerage or advisory setting., • Demonstrated success executing strategic initiatives, managing operations, and leading projects., • Experience within a credit union, financial institution, or CUSO is a plus., • Familiarity with P&L drivers, budgeting, and forecasting., • Experience may be a substitute for education requirements. Why Join Kinecta? You will be part of an organization committed to member success, advisor development, and delivering exceptional financial guidance. Kinecta offers a collaborative culture, strong strategic vision, and the opportunity to lead a thriving and growing wealth management business. One year of relevant professional-level work experience may be substituted for one year of required education. WORKING CONDITIONS: • The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc., • The job may require flexibility with regards to scheduling days, hours, and work location, depending on business needs., • The job is typically sedentary but may require standing and walking up to 35% of the work time to transfer files, ask questions, and related activities. PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENT Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required. While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs. The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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: spene@windwardcapital.com

About the role: SpeedX is seeking a high-caliber FP&A / Finance Business Partner to serve as a strategic thought partner to operational and commercial leadership. This role sits at the center of budgeting, forecasting, performance reporting, and business analysis — with direct exposure to the company’s P&L, cost structure, and investment decisions. The ideal candidate brings strong financial modeling skills, a data-first mindset, and the ability to translate numbers into actionable business recommendations. Bilingual proficiency in English and Mandarin Chinese is required. Key Responsibilities Financial Reporting & Performance Analysis • Own the preparation of monthly and quarterly financial reporting packages; conduct in-depth analysis of operational and financial performance, identify key business issues, and deliver high-value recommendations to drive continuous improvement., • Monitor business performance against KPIs, flag deviations early, and investigate root causes with actionable follow-through., • Prepare standard and ad hoc reports, dashboards, and executive commentary that are concise, factual, and decision-oriented. Budgeting, Forecasting & Variance Analysis • Lead the development and ongoing management of annual budgets and rolling forecasts; perform variance analysis between actuals and forecasts, identify key business drivers and risks., • Partner closely with operational and commercial stakeholders to surface risks, refine assumptions, and support target achievement., • Understand local market and business trends — including seasonal peaks, cost indicators, and volume patterns — that influence financial outcomes. Cost Management & Efficiency • Analyze and optimize cost structures across operational functions; monitor cost movements and productivity trends; provide actionable recommendations to support cost control and efficiency improvement initiatives., • Build cost models that connect operational decisions to financial outcomes. Business Partnering & Investment Analysis • Partner with business teams to provide multidimensional analysis, investment evaluation, and project ROI assessment, enabling data-driven and strategic decision-making., • Serve as a trusted finance advisor to non-finance stakeholders — translating financial data into business language and business context into financial models., • Pricing model support — building or validating pricing models for new bids or contract renewals. Finance Digitalization & Process Improvement • Participate in finance digitalization and data intelligence initiatives; continuously enhance reporting tools, analytical platforms, and automation capabilities., • Contribute to UAT and pilots for new systems, tools, or process changes; provide practical feedback from an operational finance perspective., • Apply a continuous improvement mindset to simplify processes, reduce manual work, and prevent recurring issues. Qualifications Required • Bachelor’s degree or above from an accredited university in Finance, Accounting, Economics, or a related discipline., • 4+ years of progressive financial experience, with a minimum of 2 years in financial analysis, FP&A, or a finance business partner role., • Solid knowledge of U.S. GAAP and IFRS; strong command of financial statements., • Strong business acumen with the ability to understand operational drivers and business pain points from multiple perspectives., • Excellent communication and stakeholder management skills., • Strong analytical and logical thinking capabilities with high sensitivity to data; a passion for data mining and problem-solving. Proficiency in analytical tools such as Python is preferred., • Advanced proficiency in Excel / financial modeling; experience with BI/reporting tools (e.g., Power BI, Tableau, or equivalent)., • Fluent in both English and Mandarin Chinese, with strong verbal and written communication skills in both languages., • Experience in the logistics, express delivery, transportation, or cross-border e-commerce industry is preferred. Core Competencies • Leadership: Ability to handle assigned tasks and work toward operational excellence., • Analytical Thinking: Use data to drive decisions and improve performance., • Communication: Clear, professional interaction with internal teams and external partners., • Adaptability: Thrive in a dynamic, fast-paced logistics environment., • Customer Focus: Commitment to service quality and client satisfaction. This is a full-time, on-site position based in Los Angeles, California. Occasional travel to other SpeedX offices or operational sites may be required. Why Join Us? • Join a fast-growing logistics and supply chain company, • Opportunity to make an impact within last mile delivery operations, • Competitive compensation and career growth opportunities

The Senior Financial Analyst owns Cetera’s enterprise revenue forecasting and modeling function. In this role, you will serve as the subject matter expert for revenue flows across operational systems, financial models, and consolidated reporting. You will partner with FP&A leadership, Accounting, Data, and business stakeholders to deliver accurate forecasts, variance analysis, and executive-ready reporting—while driving automation and process improvements that enable better, faster decisions. What You'll Do: • Build and maintain driver-based revenue models supporting annual planning, quarterly reforecasts, and ad hoc scenario analysis, • Establish best practices for financial model governance, version control, and documentation, • Streamline, automate, and standardize revenue forecasting and reporting processes, • Document revenue model logic, assumptions, and methodologies to ensure transparency, consistency, and scalability, • Partner with business leaders to develop forecasting assumptions that align operational drivers with financial outcomes, • Design processes to allocate revenues across business lines and products in support of evolving management reporting needs, • Proactively identify trends, emerging risks, and upside opportunities within revenue performance, • Improve forecast accuracy over time by integrating new data sources, refined methodologies, and stakeholder feedback, • Maintain deep knowledge of how revenue flows through upstream systems, data transformations, and financial reporting outputs What You Need to Have: • Bachelor’s degree in finance, accounting, economics, or related field, • 3+ years in FP&A or strategic finance, ideally in a high-growth or dynamic environment; investment banking or consulting experience a plus, • Experience with enterprise financial reporting systems (e.g., Essbase, Oracle Hyperion), • Proven track record building and maintaining scalable, driver-based models in complex environments, • Experience in the financial services industry preferred Compensation: The base salary range for this role in El Segundo, CA is $83,000 to $113,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations. About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship., • Easy access to mental health benefits to meet our team members and their families where they are., • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities., • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years., • Paid parental leave to support all team members with birth, adoption, and foster., • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more., • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: _® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "" refers to the network of independent retail firms encompassing, among others, , (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as or _. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our _ for further details on what information we collect and the purposes for collection.

Position: Temp Administrative Assistant Company: Confidential | Leading Private Equity Firm Location: Westwood, Los Angeles, CA Pay Rate: $28.00/hour Hours: 8:30 AM – 5:00 PM Schedule: Monday–Friday, onsite Duration: Long-term (4–6+ months), with potential to convert to full-time based on fit About the Role: Our client, a leading private equity firm based in Los Angeles, is seeking a highly organized and motivated Admin/Executive Assistant to join its Investor Relations team. This opportunity comes as the firm enters a new fundraising phase and is ideal for someone eager to gain exposure to a fast-paced investment environment while receiving mentorship and hands-on training. There will be scheduling, travel coordination, expense processing, and the creation of investor materials, ensuring seamless day-to-day operations during a dynamic growth period. This is a blended support role providing Investor Relations support, front desk coverage, and Executive Assistant overflow support. Key Responsibilities: • Manage complex calendars, schedule meetings, and coordinate logistics for the Investor Relations team., • Arrange and reconcile travel itineraries, accommodations, and expenses through Concur., • Assist with creating and organizing investor “books” and presentation materials related to new fundraising initiatives., • Support expense tracking, data entry, and document preparation in Microsoft Suite., • Collaborate with other administrative and operations staff to ensure seamless communication and workflow., • Provide general administrative support as needed to facilitate team efficiency., • Manage conference room setup and turnaround, including preparing spaces for meetings, resetting rooms post-use, and clearing any used dishes or materials to maintain a clean and professional environment. Qualifications: • 3–5 years of administrative or executive assistant experience; finance background helpful but not required., • Proficiency in Microsoft Office Suite and Concur., • Strong organizational skills, attention to detail, and ability to manage multiple priorities., • Positive, proactive, and eager to learn within a mentorship-driven environment. Apply Now! About Us: Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting _. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: _.

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.

Are you a tax-focused finance professional looking for a role with real ownership and visibility? A leading financial services firm is seeking a Head of Tax to join their team. This role offers the opportunity to work closely with senior leadership, external advisors, and cross-functional partners while owning the firm’s tax function end-to-end. If that sounds like you, apply now! This role is hybrid in West LA. Key Responsibilities: • Tax Oversight & Compliance: Own the firm’s tax function, overseeing domestic and international tax obligations across investment vehicles, holding entities, and management operations. Partner closely with external tax advisors to ensure accurate and timely filings., • Advisor & Vendor Management: Act as the primary point of contact for external tax service providers. Coordinate deliverables, review work product, and ensure deadlines, estimates, and filings are met with consistency and accuracy., • Partnership & Investor Reporting: Support the preparation and distribution of investor-related tax reporting, including allocations, schedules, and required documentation, while maintaining clear tracking and audit-ready records., • Withholding & Regulatory Support: Manage tax documentation and compliance related to non-U.S. investors, including monitoring withholding requirements and supporting applicable regulatory reporting., • Tax Estimates & Payments: Coordinate tax projections and estimates, and ensure federal, state, local, and international tax payments are completed accurately and on schedule., • Entity-Level Reporting & Allocations: Prepare financial statements and allocation schedules for holding entities. Maintain tax basis tracking, allocation methodologies, and distribution frameworks used for internal reporting and compliance., • Process Improvement & Automation: Identify opportunities to enhance workflows, improve data accuracy, and leverage technology to streamline tax processes and reporting., • Cross-Functional Finance Support: Collaborate with the broader finance team on ad hoc projects and initiatives that support the firm’s overall financial operations and growth. Must-Have Qualifications: • Experience: Minimum 6+ years of tax experience; specifically partnership tax within private equity environments., • Technical Skills: Strong proficiency in Microsoft Excel., • Education: Bachelor’s degree in Accounting, Finance, or related field. CPA preferred., • Soft Skills: Team-oriented with excellent interpersonal skills, capable of thriving in a close-knit and collaborative environment., • Organizational Skills: Highly organized with strong time-management skills, capable of balancing multiple priorities in a growing company. Please submit your resume for consideration. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

About the Opportunity A rapidly evolving healthcare technology company is seeking a Senior Director, Commercial Finance to serve as a strategic finance leader supporting a large-scale U.S. commercial organization. This role sits at the center of commercial strategy, pricing, reimbursement, forecasting, and market expansion initiatives for a multi-billion-dollar global business operating in a highly regulated healthcare environment. The company is entering a major growth and transformation phase in the U.S. market and is looking for a commercially minded finance executive who can operate as both a strategic advisor and hands-on leader. This role offers significant executive visibility and long-term succession potential within the finance organization. Key Responsibilities Commercial Finance Leadership • Serve as the primary finance partner to senior commercial and sales leadership, supporting revenue growth, profitability, and market expansion initiatives., • Lead forecasting, long-range planning, and strategic financial analysis tied to commercial performance and market share growth., • Translate complex operational and financial data into executive-level insights and recommendations. Revenue, Pricing & Reimbursement Strategy • Partner cross-functionally on pricing strategy, reimbursement modeling, and commercial contracting initiatives., • Analyze revenue mix, patient access trends, reimbursement dynamics, and commercial performance metrics., • Support strategic initiatives tied to pharmacy, direct-to-consumer, and healthcare payor channels. Integrated Business Planning & Analytics • Lead financial support for integrated business planning processes, including demand planning and commercial forecasting., • Develop dashboards, KPIs, and advanced financial models to support operational decision-making., • Drive scenario analysis and risk/opportunity assessment across multiple commercial channels. Leadership & Team Development • Lead and mentor a growing commercial finance organization (team of ~8–10)., • Develop team capabilities in financial modeling, strategic analysis, and executive communication., • Foster a high-accountability, detail-oriented culture with strong partnership across commercial operations. Process Improvement & Strategic Initiatives • Drive process optimization, automation, and reporting enhancements across the commercial finance function., • Support special projects related to market expansion, new channels, and strategic growth initiatives. Qualifications: Required • 12+ years of progressive finance experience within healthcare, life sciences, medtech, pharma, or similarly complex regulated industries., • Strong commercial finance and/or FP&A background with advanced financial modeling expertise., • Deep understanding of reimbursement, payors, and healthcare revenue flows (commercial insurance, Medicare, Medicaid, etc.)., • Proven leadership experience managing and developing finance teams in large, matrixed organizations., • Strong executive presence and ability to communicate effectively with senior commercial leaders. Preferred • Experience supporting pharmacy, PBM, patient access, or direct-to-consumer healthcare channels., • Background in medical device, diabetes care, pharma, or broader healthcare services., • Familiarity with integrated business planning and advanced analytics tools., • MBA and/or CPA preferred. Why This Role Is Compelling • High-visibility leadership role with direct exposure to executive management., • Opportunity to shape commercial strategy for a multi-billion-dollar healthcare platform., • Significant runway for growth and long-term leadership progression., • Collaborative, high-performing environment with strong investment in finance talent., • Competitive compensation package including bonus and long-term incentives.

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.

Senior Legal Counsel – AI, Broker‑Dealer & RIA Cetera is seeking a Senior Legal Counsel to support the firm’s use of AI and emerging technology across our broker‑dealer and RIA businesses. This role is focused on contracts, vendor risk, data usage, privacy and regulatory alignment. You will serve as a trusted legal partner as Cetera evaluates, contracts for, and deploys AI‑enabled tools used by advisors, supervision, operations, compliance, and corporate teams. Your role is to help the business move forward confidently while ensuring we meet our obligations as a FINRA‑regulated broker‑dealer and SEC‑registered investment adviser and data privacy laws. This is a practical, business‑oriented role for a lawyer who understands how technology decisions intersect with supervision, fiduciary standards, privacy, and recordkeeping and who can translate that into clear guidance without slowing progress. Responsibilities: • Serve as primary legal counsel for AI‑enabled and technology vendor agreements supporting both the broker‑dealer and RIA businesses, • Draft, review, and negotiate commercial, SaaS, data, and technology contracts with a strong focus on:, • Client and advisor data protection, • Data ownership and permitted use (including AI training considerations), • IP rights and use of AI‑generated outputs, • Regulatory, supervision, and recordkeeping risk, • Advise the business on legal and regulatory considerations related to AI use in:, • Advisor tools and platforms, • Supervision, surveillance, and monitoring, • Client communications and content, • Operations and support functions, • Partner closely with cross functional teams to assess AI tools prior to adoption, • Partner with the Cetera AI council to help establish and maintain clear, practical AI usage standards that align with BD and RIA regulatory requirements, data privacy and Cetera’s risk appetite, • Translate evolving regulatory guidance into actionable advice for business leaders, • Support vendor diligence and assessments related to AI capabilities, data handling, outsourcing, and regulatory exposure, • Build repeatable legal processes that fit into existing procurement, risk review, and approval workflows Qualifications: • A strong commercial lawyer with a broker‑dealer and/or RIA mindset, • 5–10+ years of legal experience with working knowledge of AI, automation, and data use in financial services, ideally with data privacy experience., • Deep experience negotiating commercial and technology agreements, • Understanding of BD and RIA regulatory expectations, including supervision, recordkeeping, privacy, and fiduciary considerations is preferred. Prior experience at a BD, RIA or law firm regulatory practice a plus., • Sound judgment and comfort operating in evolving regulatory areas, • Ability to communicate legal risk clearly to business and technology leaders Practical, collaborative, and solutions‑oriented

Job Description At New York Life, 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: $115,000 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., • Proficiency in using data-driven insights to drive sales strategies and improve team performance., • Ability to build and maintain strong relationships with key clients and stakeholders, acting as a trusted advisor. 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, • Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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, • Industry experience not required but you must be willing to learn Job Type: Full-time 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 Descriptionwww.PointwealthCM.comwww.PointwealthCM.com

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. as we build technology that transforms how the world develops software. *Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. As a Solutions Architect, you’ll be a trusted advisor to GitLab prospects and customers in the San Francisco area, helping them understand how GitLab’s DevSecOps platform addresses both technical requirements and business objectives across the entire software development lifecycle. You’ll guide organizations through their digital transformation journeys, from planning through monitoring, using your technical expertise, understanding of cloud and modern software development practices, and strong customer empathy. Reporting to a regional Solutions Architect manager and partnering closely with Account Executives and cross-functional teams, you’ll own technical evaluations (including proof of value initiatives and workshops), shape solution architectures, and serve as the voice of the customer back to Product Management. In your first year, you’ll focus on driving successful platform adoption, influencing revenue growth through solution selling, and building long-term, trust-based relationships that showcase GitLab’s differentiated position in an AI-driven DevSecOps landscape. • Lead technical discovery, demos, and validation (including proofs of value) to show how GitLab’s AI-powered DevSecOps platform meets customers’ technical and business needs across the full lifecycle., • Drive the technical evaluation process as the Directly Responsible Individual, including solution design, POC/POV ownership, workshop design, and the technical components of tenders, audits, and value stream assessments., • Collaborate with Account Executives and regional sales teams in North America to shape and execute account strategies that support new customer acquisition and expansion., • Build and deepen relationships with technical practitioners and business leaders, guiding them through GitLab-driven digital transformation and enabling them to become GitLab advocates., • Advise customers on modern software development, continuous integration, continuous deployment, security, and cloud practices, challenging existing approaches to improve return on investment., • Serve as the voice of the customer with Product Management, Engineering, Sales, and Marketing by sharing feedback, use cases, and competitive insights that inform roadmap and positioning., • Maintain and extend your technical expertise in GitLab, DevSecOps, AI, and related cloud technologies, creating reusable examples, best practice guidance, and technical collateral for customers and partners., • Invest in your own growth and development through ongoing learning, mentorship, and knowledge sharing to continuously improve the impact of the Solutions Architect team., • Experience engaging with customers in technical pre-sales, consulting, or similar roles, guiding them through solution design and evaluation., • Proficiency with the end-to-end software development lifecycle, including modern DevSecOps practices and continuous integration and continuous deployment workflows., • Hands-on experience with GitLab or comparable source control, CI/CD, and collaboration platforms, and the ability to map platform capabilities to customer use cases., • Practical knowledge of cloud computing concepts and related technologies, with the ability to discuss deployment, security, and operations options with technical teams., • Ability to lead technical evaluations such as proofs of concept or proofs of value, contribute to tenders or audits, and design and run workshops or value stream assessments., • Clear technical communication and presentation skills, with the ability to adapt messages for practitioners through to senior business and technical decision makers., • Skill in building trusted relationships, listening with empathy, and acting as a customer advocate to internal teams such as Product, Engineering, Sales, and Marketing., • Motivation to continuously develop professionally, including learning new technologies, deepening GitLab platform expertise, and applying transferable experience from related fields. We, the Solutions Architect team, are part of GitLab’s Sales organization and serve as the technical counterpart to Account Executives, with this role focused on opportunities in North America and reporting into a regional Solutions Architect Manager. Our mission is to help customers realize the full value of GitLab’s AI-powered DevSecOps platform by advising on architecture, running technical evaluations such as proofs of value, and guiding customers through their digital transformation. We work closely with Sales, Product Management, Engineering, and Marketing, collaborating asynchronously across regions to share best practices, create reusable technical collateral, and act as the voice of the customer. We are focused on helping customers modernize end-to-end software delivery, adopt GitLab at scale, and navigate a rapidly evolving AI and DevSecOps landscape. #LI-DNI The base salary range for this role’s listed level is currently for residents of the United States only. This range is intended to reflect the role's base salary rate in locations throughout the US. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, alignment with market data, and geographic location. The base salary range does not include any bonuses, equity, or benefits. See more information on our and . Sales roles are also eligible for incentive pay targeted at up to 100% of the offered base salary. United States Salary Range $90,300 - $193,500 USD How GitLab will support you • _, • _, • _, • _, • _, • _, • _ support Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from _ are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application. Country Hiring Guidelines: GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process. Privacy Policy: Please review our _ Your privacy is important to us. GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab’s policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also and . If you have a disability or special need that requires , please let us know during the .

(this position is remote but candidates must be based and able to work without restriction in the United States) What we believe In the past two years, more than a trillion dollars have been invested in software companies at record prices. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk? We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do. Our role We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology. What we value You could be a good fit for Crosslake if you see yourself reflected in our guiding values: Service. We effect change by empowering others. Curiosity. We believe great advice starts with deep understanding. Credibility. Our expertise is earned and proven. Commitment. It’s our privilege to serve clients in their critical moments. Creativity. We are inspired by the constant pursuit of better. In this role you will: Work with our private equity and portfolio company clients, consulting on how to apply an information security vision and strategy in alignment with customer business objectives. Work with customers to assess and address information security risks. Interact with customers executives (EX: CIO, CTO, CEO, DPO) to understand and implement desired change in the customers organization. Assist in leading enterprise-wide cybersecurity operations teams, processes, and responses. Assist in managing customer security programs including the achievement and/or maintenance of key compliance initiatives such as SOC, ISO27001, NIST, PCI, and SOX. Execute and direct the identification, containment, mitigation, and recovery activities related to cybersecurity incidents that may negatively impact customer assets or services. Represent Crosslake in industry cybersecurity forums and working groups, including sector-specific cyber threat intelligence communities. Work with customers to evaluate, implement, and secure key systems within their environment. Analyze and assess customer systems for security / risk exposure and provide business-prioritized remediation recommendations. Assist in handling the documentation, development, implementation, and maintenance of processes related to strong security and compliance controls in customer environments. Work with Operations teams to ensure security architectures are appropriately assessed and able to be supported. Work with Engineering and Operations teams to implement new technologies and security solutions in alignment with industry best practice and commonly accepted principles of secure design. • Knowledge of legal and regulatory requirements, including the frameworks such as ISO27001, PCI, HIPAA, SOC, SOX, and NIST., • Strong knowledge around the requirements of the above frameworks and implementing security best practices within an organization., • Solid understanding of business management processes, including employing information security risk management and cybersecurity technologies, • Knowledge of application security, cloud security, encryption techniques, identity and access management, mobile security, network security, and virtualization security., • 15+ years securing organizations as an in-house team member or advisor / consultant in roles like: Chief Information Security Officer, Director / Manager of Information Security, Director / Manager of Compliance, Principal Security Analyst, Principal Security Engineer, Security Architect, • Demonstrated history of being able to successfully implement security controls within an organization., • Experience in leading within a fast-paced, complex organization., • CISSP or equivalent certification is preferred., • Ability to work from home (or an office of your choosing) and be self-directed, but also effectively collaborate with the team in both a remote and in-person capacity., • Strong technical acumen and technical horsepower, • Be willing to learn and take on new areas that may be outside of your initial comfort zone., • Passion towards making others great and making a high-performing team even better., • An action-oriented personality – you know how to get stuff done., • Great communicator to peers, clients, executive leadership, and boards, • Understanding customer objectives and driving results toward those objectives, • Ability to learn fast and on-the-job., • Responding effectively to rapid change in needs, processes, and technologies, • Ability to understand key concepts and communicate clearly and concisely, including technical details and processes., • Ability to collaborate effectively and build relationships at all levels, especially with senior leaders., • Strong organizational skills with the ability to perform under pressure and manage multiple priorities with competing demands for resources., • Robust analytical, data processing, and problem-solving skills, • Proficiency in process formulation and improvement, • Strong analytical skills, including managing multiple projects under strict timelines and working effectively in a dynamic environment to meet objectives.Crosslake Technologies

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. as we build technology that transforms how the world develops software. *Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. As a Senior Solutions Architect, you’ll be a trusted advisor to GitLab prospects and customers, helping them understand how GitLab’s DevSecOps platform addresses both technical requirements and business objectives across the entire software development lifecycle. You’ll guide organizations through their digital transformation journeys, from planning through monitoring, using your technical expertise, understanding of cloud and modern software development practices, and strong customer empathy. Reporting to a regional Solutions Architect manager and partnering closely with Account Executives and cross-functional teams, you’ll own technical evaluations (including proof of value initiatives and workshops), shape solution architectures, and serve as the voice of the customer back to Product Management. In your first year, you’ll focus on driving successful platform adoption, influencing revenue growth through solution selling, and building long-term, trust-based relationships that showcase GitLab’s differentiated position in an AI-driven DevSecOps landscape. • Lead technical discovery, demos, and validation (including proofs of value) to show how GitLab’s AI-powered DevSecOps platform meets customers’ technical and business needs across the full lifecycle., • Drive the technical evaluation process as the Directly Responsible Individual, including solution design, POC/POV ownership, workshop design, and the technical components of tenders, audits, and value stream assessments., • Collaborate with Account Executives and regional sales teams in North America to shape and execute account strategies that support new customer acquisition and expansion., • Build and deepen relationships with technical practitioners and business leaders, guiding them through GitLab-driven digital transformation and enabling them to become GitLab advocates., • Advise customers on modern software development, continuous integration, continuous deployment, security, and cloud practices, challenging existing approaches to improve return on investment., • Serve as the voice of the customer with Product Management, Engineering, Sales, and Marketing by sharing feedback, use cases, and competitive insights that inform roadmap and positioning., • Maintain and extend your technical expertise in GitLab, DevSecOps, AI, and related cloud technologies, creating reusable examples, best practice guidance, and technical collateral for customers and partners., • Invest in your own growth and development through ongoing learning, mentorship, and knowledge sharing to continuously improve the impact of the Solutions Architect team., • Experience engaging with customers in technical pre-sales, consulting, or similar roles, guiding them through solution design and evaluation., • Proficiency with the end-to-end software development lifecycle, including modern DevSecOps practices and continuous integration and continuous deployment workflows., • Hands-on experience with GitLab or comparable source control, CI/CD, and collaboration platforms, and the ability to map platform capabilities to customer use cases., • Practical knowledge of cloud computing concepts and related technologies, with the ability to discuss deployment, security, and operations options with technical teams., • Ability to lead technical evaluations such as proofs of concept or proofs of value, contribute to tenders or audits, and design and run workshops or value stream assessments., • Clear technical communication and presentation skills, with the ability to adapt messages for practitioners through to senior business and technical decision makers., • Skill in building trusted relationships, listening with empathy, and acting as a customer advocate to internal teams such as Product, Engineering, Sales, and Marketing., • Motivation to continuously develop professionally, including learning new technologies, deepening GitLab platform expertise, and applying transferable experience from related fields. We, the Solutions Architect team, are part of GitLab’s Sales organization and serve as the technical counterpart to Account Executives, with this role focused on opportunities in North America and reporting into a regional Solutions Architect Manager. Our mission is to help customers realize the full value of GitLab’s AI-powered DevSecOps platform by advising on architecture, running technical evaluations such as proofs of value, and guiding customers through their digital transformation. We work closely with Sales, Product Management, Engineering, and Marketing, collaborating asynchronously across regions to share best practices, create reusable technical collateral, and act as the voice of the customer. We are focused on helping customers modernize end-to-end software delivery, adopt GitLab at scale, and navigate a rapidly evolving AI and DevSecOps landscape. #LI-DNI The base salary range for this role’s listed level is currently for residents of the United States only. This range is intended to reflect the role's base salary rate in locations throughout the US. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, alignment with market data, and geographic location. The base salary range does not include any bonuses, equity, or benefits. See more information on our and . Sales roles are also eligible for incentive pay targeted at up to 100% of the offered base salary. United States Salary Range $108,375 - $232,200 USD How GitLab will support you • _, • _, • _, • _, • _, • _, • _ support Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from _ are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application. Country Hiring Guidelines: GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process. Privacy Policy: Please review our _ Your privacy is important to us. GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab’s policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also and . If you have a disability or special need that requires , please let us know during the .

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 Associate General Counsel – Private Funds (GC with the right experience) 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., • Partner with external counsel to manage documentation efficiently and cost-effectively. Fundraising & Investor Relations Support • Support fundraising initiatives by advising on legal, regulatory, and disclosure considerations., • Review and negotiate investor-related agreements and side letters., • Provide guidance on ongoing investor communications and compliance obligations. Investment & Transactional Support • 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., • Coordinate with internal teams and outside counsel on transaction execution. Regulatory & Compliance Oversight • 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., • Monitor evolving regulatory requirements impacting private funds and alternative investments. Leadership & Cross-Functional Partnership • 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, • And more!Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in Los Angeles, CA is $225,000 - $335,000. #LI-BL1 HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy. CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.

Job Description Investment Management / Funds Partner A leading law firm is seeking an Investment Management / Funds Partner to join a well-established and strategically significant investment management practice. Within this firm, investment management is treated as a dedicated industry group rather than an extension of general corporate work. The platform is fully integrated, bringing together fund formation, regulatory, transactional, and litigation professionals who focus exclusively on financial services clients. This opportunity is ideal for a partner whose practice is centered on investment managers and fund sponsors—particularly in the middle market—and who values deep specialization, strong regulatory support, and collaboration across complementary areas such as private credit. Core Responsibilities Fund Formation & Sponsor Advisory Act as primary outside counsel to investment managers and sponsors on: • Closed-end fund formation (primary focus), • Hedge funds, • Private equity funds, • Credit funds, including private credit strategies Advise clients on: • Fund structuring and economics, • Regulatory considerations and compliance frameworks, • Ongoing fund operations, amendments, and investor matters Provide practical, business-oriented guidance to sponsors navigating evolving market conditions. Integrated Platform Collaboration • Partner closely with a dedicated investment management regulatory team, including professionals with prior government experience, • Collaborate with transactional lawyers focused on financial institutions and funds, • Work alongside litigators dedicated to investment management and financial services clients, • Deliver cohesive, specialized advice without reliance on generalist support Client Development & Growth • Maintain and expand long-term relationships with fund sponsors and managers, • Identify cross-selling opportunities across:, • Fund formation, • Regulatory and compliance counseling, • Transactions involving portfolio companies or affiliates, • Contribute to growth by attracting new sponsor relationshipsIdeal Candidate Profile Experience & Focus • Dedicated investment management attorney (not a general corporate practitioner), • Strong background advising sponsors on closed-end funds, • Experience with hedge funds, private equity sponsors, and credit fund sponsors, • Familiarity with sponsor-driven workflows and expectations Market Orientation • Practice aligned with middle-market clients, • Experience advising repeat sponsors with ongoing fund programs, • Emphasis on efficiency, specialization, and practical guidance Business Profile • Portable book of business preferred (especially for equity consideration), • Flexibility based on strategic fit, growth potential, and ability to leverage platform resources, • Credit fund experience is highly valuedKey Differentiators of the Platform Dedicated Investment Management Ecosystem A fully integrated practice where regulatory, transactional, and litigation teams all serve the same client base, enabling seamless collaboration and alignment. Deep Regulatory Capabilities Strong in-house regulatory expertise across: • SEC and CFTC matters, • Fintech, • Blockchain and digital assets, • Complex financial regulatory frameworks Strength in Credit Funds A unique combination of a leading private credit practice and a robust funds platform, offering strong alignment for sponsors launching or scaling credit strategies. Culture & Working Style • Commercial, client-focused approach, • Emphasis on serving as a trusted business advisor, • Collaborative and low-ego environment, • Active participation in cross-practice initiatives and long-term platform growth expected

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: As a key member of the HR team, the Senior Talent Advisor is responsible for all facets of the recruitment process for assigned business groups. They will partner directly with hiring managers and departments to proactively source candidates, develop and deploy recruiting strategies appropriate to their target markets and meet the overall hiring needs of the assigned group to ensure the attraction and selection of top talent. RESPONSIBILITIES: • Provide full-life cycle recruiting, including screening, qualifying, interviewing and managing candidate relationships, ensuring a high-touch candidate experience, while advising hiring managers through the assessment and selection process., • Handle a high volume of requisitions, capturing requisition data, and reviewing candidate information, ensuring job qualifications are met., • Accurately assess candidates for cultural, competency and skill fit, quickly synthesizes candidate and hiring manager feedback., • Own the closing process, including pre‑closing, offer development, offer presentation, negotiation, and acceptance, partnering closely with hiring managers, department heads, and HR Business Partners, to ensure competitive, compliant, and timely offers that drive strong acceptance rates and positive candidate experience., • Act as a business partner by advising hiring managers on effective interviewing techniques and collaborate with others throughout the organization to ensure a smooth process and meeting required business objectives., • Deeply understand the structure of the Firm and assigned business groups, the organizational model, and associated hiring needs., • Partner closely with hiring managers and other stakeholders to develop sourcing and hiring strategies using a data-driven approach., • Complete all process requirements including dispositioning candidates, and ensuring compliance with all policy and regulatory requirements., • Act as the Firm’s brand champion to cultivate hiring managers and interviewers to represent the Firm’s culture in a meaningful way., • Ensure diversity of candidate pools., • Support HR leadership in various programs & special projects as assigned, including campus recruiting, internship programs, improved utilization, and efficiency of ATS., • Manage vendor relationships (agencies)., • Provide suggestions for the continuous improvement of recruiting processes and the candidate experience.SUPERVISORY RESPONSIBILITIES:, • None.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.), • Bachelor’s Degree., • 5+ years of recruiting experience, with at least 2 years as an in-house recruiter required. Mix of agency and in-house experience strongly preferred., • Experience working with an ATS (preferably Lever); prior experience with UltiPro/UKG a plus., • Experience sourcing using LinkedIn Recruiter and similar sourcing tools preferred., • Demonstrated experience recruiting for positions in multiple functional areas. Experience hiring senior or highly technical roles preferred., • Multi-location and/or global hiring experience strongly preferred., • Demonstrated experience with talent assessment and candidate selection, including evaluating and identifying best candidate(s) for the Firm., • Experience in financial services or real estate investment industry preferred. ABOUT YOU:, • Proven track record of managing a high volume of open requisitions at any one time., • Proven track record of collaborating and building positive relationships with internal stakeholders such as hiring managers, cross functional business partners, leadership and candidates., • Knowledge of Real Estate/Investments/Property Management recruiting a plus., • Advanced research skills for candidate identification and market/competitor analysis., • Ability to report on KPIs, goals and other staffing metrics to stakeholders., • interpersonal skills to interact with internal/external contacts and customers., • Self-driven with sound analytical skills, attention to detail and excellent organizational skills., • Strong computer proficiency and technical aptitude with proficiency in utilizing MS Word, Excel, PowerPoint., • Strong ability to negotiate compensation packages with candidates., • Ability to leverage data and drive recruiting strategy., • Ability to work independently and to proactively evaluate and address work opportunities within area of responsibility., • Excels in hyper-nimble environments; is versatile and capable of managing multiple projects and tasks.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, • And more! Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000. #LI-BL1 HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy. CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.

Job DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. OverviewThe Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes. The Senior Analyst, Portfolio Management (Torchlight) role is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders while gaining exposure to various asset classes and fundraising and marketing initiatives. Additionally, this role will be critical in helping conduct portfolio analysis, create new client reporting, and spearhead various production efforts across teams. Torchlight Investors – Company DescriptionThe firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com. Key Responsibilities • Assist in monthly and quarterly analytical reporting processes;, • Actively engage and coordinate deliverables with Asset Management teams;, • Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;, • Compile aggregation and review of investment-level cash flows into fund models;, • Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;, • Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;, • Lead compilation of responses for due diligence responses and review for accuracy;, • Communicate effectively with other groups within Bellwether to advance team projects/goals;, • Identify and implement process improvements; and, • Perform ad-hoc financial analyses, including special projects, at the request of management. Professional Experience, • A minimum of 2 years of experience in real estate investment and at least the same amount of time in an analytical role., • Advanced in Excel and PowerPoint skills., • Experience with Salesforce, Tableau, and iLevel is a plus., • Client-facing experience preferred.Education/Certification, • Bachelor’s degree in economics, finance, real estate, business or related degree is preferred.Essential Skills & Competencies, • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:, • Job Knowledge & Technical Ability: Strong analytical skills and detail oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications. Advanced financial modeling and analytical skills using Excel. Ability to update or modify fund models, with limited guidance. Moderate understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, sometimes with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information both internally and externally to clients., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect. Travel Requirements, • Travel is not anticipated but may be needed from time to time. Position Details, • Classification: Exempt, • Position Status: Regular / Full Time, • Reports To: Vice President, • Direct Reports: NoPhysical and Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required., • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic), • Indoor business office environment with windows; light foot traffic within work areas, • The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Benefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement, • Engaging team events & holiday parties$100,000 - $110,000 base, plus discretionary bonusOffered salary is based on a variety of factors, including skills, experience, and qualifications for the role.Intent of Position DescriptionThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. Equal Opportunity EmployerBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description About Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our innovative technology and unmatched service. We create meaningful, software-driven experiences that help our customers prosper. If you want to join a company that unifies every aspect of commerce through powerful software and payment solutions, while supporting and serving business owners, then your expertise will be a perfect fit on our dynamic team. At Global Payments, you’ll represent Genius®—our industry-leading, cloud-based Point of Sale (POS) and payment platform that helps merchants simplify checkout, streamline operations, and grow their business. If it’s in your nature to work with passion, purpose, and tangible impact, join us and let’s build the future of commerce together. Job Summary As an Outside Sales Executive, POS, you’ll be responsible for prospecting, presenting, and closing sales of Genius® and related Global Payments technology solutions to small and mid-sized merchants across restaurant, retail, and service industries. You’ll manage the full sales cycle—from lead generation and outreach to conducting in-person and virtual product demos and finalizing contracts—within a fast-moving, high-energy environment. You’ll collaborate closely with your District Manager and receive ongoing coaching and mentorship from leadership to help you succeed. Your mission: help business owners modernize their operations, improve customer experiences, and drive growth through innovative POS and payment technology. Key Responsibilities ● Sell Genius® POS and Global Payments solutions to small and mid-sized merchants. ● Prospect new clients through networking, referrals, and community partnerships. ● Conduct engaging product presentations and live demos showcasing how Genius® simplifies payment processing, inventory management, and customer engagement. ● Partner with your District Manager to set appointments, identify opportunities, and close deals within a short sales cycle. ● Maintain accurate client records and pipeline activity in Atlas and Salesforce CRM systems. ● Upsell and cross-sell existing clients on additional Global Payments services. ● Stay up to date on POS and fintech industry trends to position yourself as a trusted advisor. ● Participate in weekly team meetings and one-on-one coaching sessions with leadership. Desired Skills & Capabilities ● Excellent communication, presentation, and networking skills. ● Self-motivated, results-driven “hunter” mindset. ● Strong organizational skills and ability to manage a fast-paced pipeline. ● Professional demeanor and integrity when working with clients and teammates. ● Enjoys face-to-face relationship building with business owners. ● Experience in restaurant and/or retail environments is a plus. Minimum Qualifications ● 18 years of age or older. ● Valid driver’s license with ability to travel locally up to 75% of the time. ● Must reside within the area of the job posting. ● Background check and drug screening required per company policy. Preferred Qualifications ● High school diploma or GED (college degree preferred). ● Two or more years of B2B, SaaS, or POS sales experience. Compensation Base Salary: $40,000 Residual Income: Keep earning monthly from your closed accounts. Bonuses: Monthly and quarterly incentives for exceeding sales goals. On-Target Earnings (OTE): $100,000+ Your earnings grow with your results—the more you sell, the more you earn. Benefits Global Payments offers a comprehensive benefits package, including: ● Medical, dental, and vision coverage ● Paid time off and recognition programs ● Retirement and investment options ● Employee assistance and wellness programs ● Charitable gift matching and worldwide Days of Service Learn more at Global Payments Benefits. Our Culture At Global Payments, we stand against racism, intolerance, and injustice in all forms. We celebrate diversity and believe inclusion makes us stronger. Global Payments is an equal opportunity employer. We welcome applicants from all backgrounds and experiences. Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms — one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. Company DescriptionAcross our family of brands, we’re delivering technology, innovation and expertise for our customers—every day. It’s our job to keep commerce moving, and if you're up for the challenge, it could be yours too.Across our family of brands, we’re delivering technology, innovation and expertise for our customers—every day. It’s our job to keep commerce moving, and if you're up for the challenge, it could be yours too.

Job Description We're building the AI-powered future of maintenance. UpKeep is on a mission to reinvent how the physical world runs—starting with the frontline teams who maintain it. We're the creators of the world's first AI-first CMMS (Computerized Maintenance Management System), equipping technicians and facilities teams with automation, machine learning, and predictive insights that drive operational speed, safety, and efficiency. What started as a garage-built prototype is now a fast-scaling SaaS company, backed by Insight Partners, Emergence Capital, and Y Combinator. Over 4,000 companies—including Shell, Yamaha, Unilever, and Marriott—run on UpKeep to modernize their asset operations. We're leading the $30B category shift toward Asset Operations Management, where uptime, intelligence, and AI converge. Why join us: • Own the AI-first transformation of an entire industry. Every feature we ship leverages AI—from predictive work orders to sensor-driven automations. You're not just iterating—you're pioneering how data reshapes physical operations. • Real traction, real scale. Recognized as Gartner's #1 Facility Management solution and G2's top-rated CMMS, we've earned market leadership through product, not puff. • A company where builders thrive. We move fast, optimize for outcomes, and give high-agency operators the autonomy to ship big things. Our culture rewards bold thinking, not bureaucracy. • Global team, local energy. With 100+ employees across the world, we support remote-first work with deep investment in our LA HQ—where certain roles and leadership converge for rapid innovation. • Equity and upside, not just a paycheck. Competitive comp, meaningful ownership, and benefits that support your health, focus, and long-term growth. If you're driven by impact, energized by AI, and hungry to transform a legacy industry—we're hiring! POSITION SUMMARY As a Sr. Customer Success Manager (Sr. CSM), you will be responsible for a portfolio of accounts within our "high touch" engagement model. Your core focus will be to drive product adoption, maximize customer value, and to perform proactive activities to mitigate churn risks as well as uncover expansion opportunities. You will serve as the primary advocate for the customer and work with cross-functional teams to deliver an exceptional customer experience. Success in this role will be measured by key metrics such as revenue retention, revenue expansion, customer engagement, and account adoption outcomes. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Customer Ownership & Engagement • Manage a dedicated book of business within a high-touch engagement model, serving as the primary point of accountability for customer success., • Build strong, trusted customer relationships through recurring weekly or monthly meetings, ongoing email and phone communication, and periodic onsite engagements., • Multi-thread engagements within high-ARR accounts by identifying, engaging, and sustaining relationships with multiple stakeholders—including champions, administrators, and executive sponsors—to ensure continuity, alignment, and long-term partnership., • Act as a trusted product advisor, driving sustained usage and adoption of UpKeep's core platform and all add-on products to maximize long-term customer value., • Share best practices related to user adoption, system administration, and maintenance workflow optimization to help customers achieve their desired business outcomes., • Deliver value-driven engagements such as adoption check-ins, quarterly business reviews (QBRs), and tailored product walkthroughs., • Drive consistent customer engagement across multiple channels, including email, phone, video conferencing, webinars, and onsite visits as needed., • Conduct proactive outreach to non-engaged or at-risk accounts to assess customer needs, satisfaction, and overall partnership health., • Complete a defined number of customer touchpoints each week (e.g., phone calls placed and meetings hosted) to maintain momentum and visibility across accounts.AI-Enabled Execution, • Leverage AI daily to prepare for meetings, execute engagements, summarize outcomes, and deliver timely follow-ups., • Use AI to reduce manual effort, improve efficiency, and drive consistency across the customer lifecycle, • Promote and support adoption of UpKeep's AI capabilities by guiding customers in transforming manual workflows with UpKeep Intelligence and related AI solutions.Revenue Retention, • Proactively monitor account health scores, usage trends, and risk indicators to identify and mitigate churn or downgrade risks., • Rally internal executives and senior stakeholders for key renewal discussions and high-risk customer situations to reinforce partnership value and executive alignment., • Partner closely with the Retention Team to resolve churn and downgrade requests and reinforce long-term customer value.Revenue Expansion & Renewals, • Identify expansion opportunities through proactive discovery and make strategic recommendations for plan upgrades, additional users, or additional products., • Collaborate with the Sales team to support renewal confirmations and expansion motions, particularly within high-ARR accounts.Cross-Functional Collaboration & Process Improvement, • Partner with Technical Support, Professional Services, Sales, and Product teams to address customer needs and deliver a seamless, high-quality customer experience., • Contribute to the continuous improvement of internal processes, playbooks, and standard operating procedures.TRAVEL, • Ability to travel up to once per quarter for customer onsite visits.EXPERIENCE, • Bachelor's Degree a plus in business, communications, or similar field, • 2+ years experience in a customer-facing customer success or account management role, • Experience with Salesforce, • Experience with being measured by Gross Revenue Retention, Net Revenue Retention, or similar metrics, • Experience with a previous cloud-based or SaaS companyKNOWLEDGE, • Ability to honor deadlines and follow through on commitments, • Outstanding prioritiztaion, organization, and time management skills, • Strong written and verbal communication skills. Ability to manage multiple streams of communication, • Strong web presentation skills, • Basic technical aptitude to understand how to troubleshoot issues and provide effective solutions, • Possess ability to diagnose non-technical issues and prescribe next steps, • Possess ability to set clear expectations with customers, • Possess ability to be assertive but empathetic during customer interactions, • Skillful at managing relationships, • Possess basic business acumen to understand how business principles relate to customer successDESIRED BEHAVIORS, • Self-starter that thrives in fast-paced environments, • Works well with others, • Receptive to change – is flexible. Seeks and adopts improved approaches and processes., • Initiates action – is results oriented, takes responsibility for actions and outcomes. Meets commitments and strives for high performance., • Manages the workload - makes timely decisions, prioritizes effectively, solves problems, monitors results and takes remedial action where necessary., • Technically proficient – able to apply the technical knowledge and skills required in the job role and responsibilities in order to achieve the expected outputs., • Takes responsibility for their own learning - knows personal strengths, recognizes development needs, and takes action to improve. Is open to feedback and always seeks to learn., • Communicates ideas – respectfully exchange information and proposes a way forward. Listen to views of colleagues and take in diverse perspectives., • Works collaboratively – shares knowledge and information, fosters teamwork and contributes to a positive work environment where people want to come to work., • Display ethical character and competence - acts with integrity and intent, is accountable for own actions, behaves according to the company values. COMPENSATION This role will receive a competitive base salary + company bonus + variable + benefits. A variety of factors are considered when determining someone's compensation–including a candidate's professional background, experience, and location. Final offer amounts may vary from the amounts listed below. The pay range for this role is $90,000 - $100,000 USD per year. Company History & Product: UpKeep started in a garage, where our founder Ryan taught himself to code and built the first mobile-first maintenance app. The idea was simple but powerful: put modern software in the hands of frontline technicians—and transform how maintenance gets done. Today, UpKeep is the leading cloud-native Asset Operations Management platform, serving over 4,000 businesses worldwide across manufacturing, utilities, healthcare, and beyond. Our Industrial IoT and AI-first software helps maintenance and facilities teams streamline work, predict failures, and act faster—with real-time insights and automation at their fingertips. We're building for the deskless workforce—the essential workers who keep our physical world running—and arming them with the tools they deserve. In a world re-shoring manufacturing, accelerating automation, and embracing AI at scale, we're riding the next macro wave—and leading the transformation of legacy maintenance into intelligent operations. Backed by $50 million from Insight Partners, Emergence Capital, Mucker, and Y Combinator, we're not just building software. We're defining a new category for the built world.Learn More!www.upkeep.comwww.upkeep.com/careersAt UpKeep, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. UpKeep is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation or Veteran status.

Job Description The Managing Director is a front-line sales leader responsible for developing and directing a sales team and implementing area sales goals. They provide leadership and support to area sales team to set expectations and goals, drive new business, and maintain existing client base. This person is responsible for driving sales through identified PeopleSpace customers. The Managing Director will focus in these key areas on a day-to-day basis: PeopleSpace Ambassador • Consistently models PeopleSpace vision and values and engages clients and influencers through positive and responsive image to acquire sales and market share, • Spends significant and productive time with end-user clients and influencers (design, real estate, and architectural firms) Identify & Qualify Prospects • Leverages strong network of business contacts within sales area to identify leads for expanding business opportunities, • Confirms viability of prospects (return on investment/probability of win) Account Opportunity and Planning • Holds direct reports accountable for developing and implementing business plans, including pre-call planning activities and mapping client organizations on key-decision makers to close sales, • Holds weekly meetings with direct reports to manage prospects, develop sales strategies, provide go/no go decisions on opportunities, and identify key internal resources (specialists) necessary to execute strategy, • Collaborates with other sales leaders in development and sharing of account strategy to drive best practices for client engagement amongst sales teams Builds Relationships • Builds relationships by constantly growing network of business contacts, including influencers to develop and grow business., • As trusted advisor, leads with integrity to enhance positive working relationships with team and internal support staff. Evaluate Needs & Develop Solutions to Win Business • Reviews strategic solutions with sales team, Strategic Response Team, design team, and confirm development of creative solutions to maximize sales results, • Oversees sales team and ensures proficiency in preparation of customized solutions that resolves clients’ needs and are sufficiently differentiated against competitive offerings/solutions, • Conducts ride-alongs with direct reports to instill best practices in delivery of succinct and value-added solution strategy presentations that connect to clients. May assist with more critical client presentations to further influence and close sale., • Oversees closing activities of sales team and gets involved, when needed, to negotiate long-term business relationships with clients and collaborate with Haworth and other manufacturer partners on Pricing Agreements. Client and Sales Team Management & Leadership • Leads, manages, and supervises area sales and support team, including setting objectives and schedules, completing performance appraisals, forecasting, managing area sales budget, and organizing staff levels to ensure goals and objectives are met., • Communicates strategy, including goals and objectives, PeopleSpace brand, and compensation plans to ensure understanding and motivate team to achieve plan and drive business outcomes., • Provides coaching, direction, training, and feedback to direct reports to improve performance and behaviors. Develops and encourages members’ growth through measuring performance to goal attainment. Rewards and recognizes members who display positive behaviors and obtain results through personal accountability., • Keeps abreast of latest trends in sales effectiveness/training and adopts new approaches as required to coach direct reports on best practices for expanding client base and increasing revenue., • Takes initiative to remain current with product knowledge and application, as well as workplace knowledge; utilizes this knowledge/training to help direct reports with increasing effectiveness with account development and sales presentations., • Continuously pushes self to raise personal standards of performance to exceed assigned goals and objectives, including quota attainment and market share growth., • Manages client relationships including providing assistance to manage through internal obstacles, when necessary work with Haworth to meet client needs. Administration and Reporting • Sets and measures financial and strategic goals through effective management of area sales budget, area business plans and account development by team, • Drives utilization of Customer Relationship Management (CRM) technology by sales team members and holds them accountable for timely updates within CRM to produce accurate dashboard and forecasting reports Basic Qualifications: • Bachelor’s degree AND four years diversified sales and account development experience OR • Associates degree AND eight years diversified sales and account development experience Other Qualifications: • Visionary leader capable of initiating ideas and implementing strategies, • Excellent verbal, written, listening and presentation skills, • Recruit and develop people, build sales team, deliver results and facilitate change, • Successfully manage others and territory; strong business and financial acumen skills, • Strong negotiation skills to close business and manage relationships, • Strategic and analytical thinker capable of driving creative and tactical business decisions that support PeopleSpace initiatives, • Make quick decisions and build consensus with team members and across all functional areas of business, • Quickly learn and embrace PeopleSpace Values and demonstrate through daily behaviors/actions Preferred Qualifications: • Experience leading an outside sales team in a major market, • Experience in the contract office furniture or Architectural & Design industry

Job Description About IW Group IW Group is the leading multicultural advertising and marketing agency with offices in Los Angeles, San Francisco, and New York. Named Ad Age’s 2025 Multicultural Agency of the Year and recognized by PRWeek for 2025 Best in Multicultural Marketing, IW Group produces culture-shaping campaigns for global and national brands. IW Group drives impactful work by blending storytelling, cultural insight, and innovation to achieve measurable results. We represent multiple brands and deliver distinctive multicultural and cross-generational campaigns. The Role IW Group is seeking a strategic, hands-on Director of Finance & Accounting to lead and evolve our finance function and serve as a trusted strategic partner to executive leadership. This highly visible role blends strategic oversight with operational leadership and hands-on execution. Working closely with an experienced Fractional CFO, the Director will play a pivotal role in shaping financial strategy, driving performance improvements, and supporting the company’s continued growth and scalability. In addition, this position will gradually assume key responsibilities currently managed by the Controller, with a structured transition plan in place to ensure continuity and a seamless handoff. What You’ll DoStrategic & Leadership Responsibilities • Partner with the CEO and Fractional CFO on financial strategy, planning, and business decision-making, • Provide forward-looking insights on profitability, growth, and operational performance, • Act as a financial thought partner to department leaders across the agency, • Translate financial data into actionable insights that drive agency performance, profitability, and scalability, • Partner with Account, Media, Creative, and Strategy teams to align financial goals with execution, • Contribute to long-term planning, including scenario modeling, investment decisions, and resource allocationFinancial Oversight, • Lead all accounting and financial reporting functions, • Ensure accurate, timely, and insightful monthly and quarterly reporting, • Maintain strong internal controls and GAAP compliance, • Oversee the integrity of financial data across systems and reporting outputs, • Own budgeting, forecasting, and financial planning processes, • Build visibility into key agency metrics including: – Client and project profitability – Staff utilization and billability – Revenue forecasting and pipeline conversion, • Drive visibility into client profitability, utilization, and key performance metrics, • Identify opportunities to improve margins and operational efficiency, • Analyze variances and provide actionable recommendations, not just reporting, • Support pricing strategies, staffing models, and resource planning decisionsCash Flow & Treasury Management, • Oversee cash flow planning, forecasting, and liquidity management, • Manage banking relationships and treasury activities, • Optimize working capital, including receivables, payables, and cash positioning, • Ensure adequate cash availability to support operations and strategic initiatives, • Own cash flow forecasting in a project-based, client-driven revenue environment, • Partner with account teams to improve cash conversion and reduce revenue leakageRevenue, Expense & Systems Management, • Oversee agency-wide expense management, including vendor relationships and cost controls, • Monitor operating expenses against budget and provide actionable variance analysis, • Partner with department leaders to manage spending and improve cost efficiency, • Implement policies and processes to enhance financial discipline across the organization, • Establish and enforce agency-wide financial discipline and cost management practices, • Oversee revenue recognition, pricing, and billing processes, • Partner with account teams on forecasting and client financial performance, • Ensure accurate billing across retainer, project-based, and fee-based revenue models, • Partner with account leadership on scopes of work and client profitability, • Identify opportunities to improve pricing discipline and contract profitability, • Oversee and optimize Advantage (accounting) and Aqua (timekeeping) systems, • Improve financial workflows, reporting capabilities, and data integrity, • Lead initiatives to modernize and scale finance operations, • Ensure alignment between financial and operational systems for accurate reportingRisk, Compliance & Team Leadership, • Oversee the agency’s insurance programs, including general liability, professional liability, E&O, and other applicable coverages, • Manage relationships with insurance brokers and support policy renewals, coverage evaluations, and claims as needed, • Ensure appropriate risk mitigation practices are in place across financial and operational areas, • Maintain strong internal controls and compliance with GAAP and applicable regulations, • Identify and mitigate financial and operational risks, • Serve as primary liaison with the outside CPA firm for annual financial review, • Oversee preparation and coordination of federal and state income tax returns, • Ensure timely and accurate filing of other tax obligations, including city business licenses and personal property taxes, • Maintain compliance with all regulatory and reporting requirements, • Lead and develop the finance team, • Establish structure, accountability, and best practices across the function, • Foster a proactive, business-partner mindset within the teamWhat You’ll BringEducation and Experience, • Bachelor’s degree in Finance, Accounting, Business, or a related field required, • 10+ years of progressive finance experience with increasing responsibility, • Experience in advertising, marketing, media, or professional services, • Strong background in both accounting and financial planning/analysis (FP&A), • Experience partnering with executive leadership on business strategy, not just reporting results, • Track record of improving financial performance, processes, or systems, • Experience managing cash flow, treasury, and operational finance functionsSkills and Abilities, • Demonstrated ability to operate at both strategic and operational levels, • Comfort working in a dynamic, project-based environment, • Ability to move beyond controllership, • Deep understanding of project-based financial models (utilization, billing, margins), • Ability to thrive in a fast-paced, client-driven agency environment, • Excellent written and verbal communication skillsPreferred Qualifications, • Experience leveraging AI tools, such as ChatGPT and Claude, in a professional setting, • CPA or equivalent preferred, • Experience working with a Fractional CFO or external finance advisor a plus, • Direct experience with Advantage and/or Aqua a plus, • Experience overseeing audits, tax coordination, and regulatory compliance a plus, • Background in multicultural or diverse market-focused organizations a plusBenefits & Perks, • Salary: $140,000 - $160,000, commensurate with experience, • Hybrid work model (three in-office days per week), • 20 PTO days annually, • 19 paid holidays (including Thanksgiving & Christmas week), • Birthday off, • Year-round Flex Fridays (half-day Fridays), • Competitive health, dental, and vision coverage, • Employer-sponsored Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability (LTD) coverage, • 401(k) with company match, • Cell phone reimbursement, • Parking and commuter benefits, • Employee referral program, • Collaborative, growth-oriented team environmentCompany Culture, • Connectors: IW Group is a company founded with community at our core. We believe in building meaningful communities and encourage teams to connect with causes and missions that fuel their passions., • Foodies: You will often find our teams sharing a meal. We love to explore new cultures and experiences through food and lived experiences., • Explorers: Curiosity fuels our work. Whether it’s testing new technologies, visiting art galleries, or discovering local coffee shops, we encourage teams to follow their creative interests.The Hybrid Work Model, • Work Model: IW Group supports a hybrid work schedule. Teams are required to work in-office at least three days per week, Tuesday through Thursday., • Work Environment: This role is based primarily in the IW Group office and may also involve working at client sites or other designated locations., • Work Hours: Project timelines may occasionally require extended hours, including evenings or weekends.Physical Requirements, • Engage in a variety of activities, from sitting and using your hands to talking, hearing, standing, walking, and occasionally stooping or kneeling., • Vision abilities required include close vision. Equal Employment Opportunity IW Group is committed to providing a safe, inclusive, and respectful work environment. IW Group provides equal employment opportunities for all employees and applicants without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation, or any other protected characteristic established by local, state, or federal law. NOTE: This job description is not intended to be a comprehensive list of all duties or responsibilities. Roles and responsibilities may change at any time, with or without notice. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the role.

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., • Anticipate needs, identify blind spots, and proactively surface insights or recommendations to keep initiatives on track. Technical Execution & AI Systems Delivery • Lead AI-enabled initiatives from concept to live deployment, ensuring measurable business impact., • Design, prototype, and implement AI workflows, automation systems, and operational tools that increase leverage and speed across ventures. Operational Leadership • 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 operating rhythms, including dashboards, reviews, reporting structures, and communication cadences across ventures. Project and Venture Management • 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., • Track progress, risks, deliverables, and KPIs, ensuring alignment with the Chairman's goals and expectations. Stakeholder and Relationship Management • 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., • Help maintain and strengthen relationships with senior executives, partners, investors, boards, founders, and strategic collaborators. Communications and Analysis • Produce executive-level summaries, recommendations, presentations, and research that support strategic choices., • Synthesize information across businesses, markets, and teams into concise, actionable insights., • Drive follow-through to ensure decisions become outcomes. QUALIFICATIONS • 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 Sands Investment Group (SIG) is hiring a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business This is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow. Top performers are earning 300K-1M+ annually. Why Join SIG? -National Platform with $10.1 billion in closed transactions -Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers -One-on-one mentorship with Managing Directors and senior producers -Access to $1.5 billion in inventory What You'll Do -Drive lead generation and nurture relationships with investors and property owners -Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings -Collaborate with your team and marketing staff to bring deals to market -Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities -Own key accounts and client relationships within your product specialization Who Are You -5+ Years in commercial real estate, or investment sales -Proven closer or producer looking for a stronger platform -Licensed Real Estate Agent or actively pursuing licensing -Comfortable with CRM systems, data tools, and financial analysis -A culture fit: Collaborative, Coachable, Communicative, and Consistent Compensation -100% commission-based role, no cap on earnings -Senior Advisors earn 150K-300K with top performers exceeding 500K+ -Includes access to SIG's national inventory, CRM, marketing systems, and training Office Location Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia

Job DescriptionWe work with cities around the globe to build the digital infrastructure that will fully realize 21st century mobility -- everything from scooters to AVs to flying taxis. Our long-term vision is to build and operate a digital platform for cities, which will support a rich ecosystem of applications for public infrastructure, such as applications for collaborative autonomy, in support of smart growth, and other smart-city technologies. In short, we’re building the first comprehensive technology platform to realize the creation of smart cities. We aspire to be uniquely city- and citizen-friendly -- we want to build this future on a foundation of open source, privacy-first, society-first principles, from the ground up. We are housed at Playground Global, an incubator with fantastic facilities, near the California Ave CalTrain station in Palo Alto. We are an early-stage but well-funded stealth company on a steep growth curve with significant early traction. Technical Program Manager The Technical Program Manager will be responsible for managing projects and a staff to ensure project cost, schedules and project objectives are met. The ideal candidate will have experience in multiple IT disciplines and is adept at managing projects in a dynamic environment. The role involves engaging with team members, executive staff members, vendors and external partners. You must possess the ability to promote collaborative decision-making, provide direction and establish a sense of urgency within the project team. You will act as a key advisor to our clients and help to ensuring their success. You will partner with the Account teams to align at the stakeholder level, building and maintaining strong relationships. In this role, you will be responsible for helping clients achieve business value and ROI from their investment with Lacuna. Responsibilities: • Oversee technical projects using standard project management and program management processes and tools, • Build and nurture relationships across accounts to solidify our partnership and commitment to the customer, • Support Product Teams’ development software by formulating objectives, planning deliverables and resource availability plans, • Facilitate stakeholder reviews (inclusive of client, Product, vendors, etc) of functional and design specifications to ensure full understanding of individual deliverables, • Formulate, track, and execute project plans with project teams, with specific focus on enabling rollout of Lacuna products with new clients, • Work with Product and Account teams to apply learnings from each client engagement to future efforts, • Partner with Product team on scoping resource and cost implications for clients, • Responsible for stewardship of client budget, • Clearly communicate project status to all stakeholders, • Work with Product and Client teams to identify, prioritize and mitigate project issue and risks, • Responsible for assessing the impact of shifting priorities on the project when changes are required, • Ensure planning meetings, daily updates, customer reviews and retrospective meetings are held consistently and are run effectivelyPreferred Skills:, • Excellent project management skills: planning, scheduling, project communication, issue resolution, change management, and risk management, • Creative solving of technical problems to ensure the ability to translate business requirements into project plans, • Well versed in Agile software project management and the software development life cycle, • Navigate customer organizational structures to identify and build relationships with stakeholders, • Strong communication and interpersonal skills, with the ability to navigate conflict and foster honest dialog, • Strong sense of initiative and a sense of urgency, demonstrated by accomplishing tasks; improving current work processes; and assisting others when necessary, • Demonstrated ability to operate both strategically and tactically in a fast-paced environment, • High degree of organization and ability to manage multiple, competing priorities, • Ability to quickly grasp and distinctly explain technological and business concepts, • Ability to communicate at all levels with clarity and precision both written and verbally, • Team player who is comfortable under pressureLacuna is an equal opportunity employer. In building a product to solve real world problems for our cities, we strive to build a company representative of those cities. We encourage diversity in thought, experience, background and perspective. We are committed to creating such an environment for all employees. Lacuna is an equal opportunity employer. In building a product to solve real world problems for our cities, we strive to build a company representative of those cities. We encourage diversity in thought, experience, background and perspective. We are committed to creating such an environment for all employees. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Position: Hospitality and Facilities Associate Company: Global Investment Management Firm Location: Century City, CA Pay Rate: $23.00 - 25.00/hour Schedule: 8:00 AM – 5:00 PM PT (Lunch: 12:00 PM – 1:00 PM) Duration: Long-term temp (possible temp to hire for the right fit) Position Summary: Our client, a globally recognized investment management firm, is seeking a warm, front-facing Hospitality & Facilities Associate to support their Los Angeles office. This role is responsible for maintaining a high-quality workplace experience through hands-on support of corporate dining, catering, and meeting setups, as well as ensuring shared spaces are clean, organized, and well-maintained for employees and guests. Responsibilities & Duties: • Maintain daily cleanliness and maintenance of all pantries, dinnerware and silverware, dining rooms, common areas, offices and conference rooms in addition to scheduled cleaning services, • Provide assistance with large meeting set-ups which may include light moving and assist with catering set-up, removal of food/catering, and cleaning of conference rooms, etc., • Assist with general catering setups when needed, • Work closely with Executive Assistants regarding group meetings and setup requests, • Ensure all rooms are cared for and inspected according to standards, • Detailed cleaning of workstations/offices for internal moves and new hires, • Support specialized cleaning projects, • Partner with Executive Assistants to assist with group meetings and setup requests, • Monitor group meetings and requests in Outlook Calendar to ensure that hospitality needs are provided, • Tidy and stock restrooms and Wellness Rooms, • Maintain the organization of the pantry storage rooms, • Receive grocery/snack orders from vendors and restock kitchens, • Track inventory of snacks/beverages and all kitchen supplies, • Escalate issues/repairs that need to be addressed to the Facilities team, • Perform daily walkthrough of meeting rooms and pantry spaces, • Provide flexible support when needed due to absences and/or shift gaps Qualifications: • 2+ years of experience in Hospitality Services preferred, • Ability to communicate via Microsoft Teams and Outlook, • Customer Orientation skills, • Cleaning experience preferred We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: https://careergroupcompanies.com/california-privacy-notice/. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. Company DescriptionCareer Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

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., • Unlimited earning potential through a commission-only role. Powered by JazzHR UqsFWbRL76

Job DescriptionProvide analytical financial support for a leading technology firm Responsibilities: • Collect, organize and analyze data regarding actual and projected manufacturing costs, labor, scrap, raw material, and efficiency metrics to determine the cost, trends and effects on the business., • Support and organize physical inventories and cycle counts, monitoring inventory levels, and calculating costs of excess and obsolete items., • Prepare overhead and other rates to support internal planning and analysis. Prepare rate submissions for the DCAA/DCMA and providing audit support., • Prepare margin analysis reports to support special projects., • Fully support the month-to-month forecast process and variance analysis at month-end close., • Prepare analysis to support the division’s Annual Plan., • Participate in the budget development process., • Play an active role in day-to-day Finance operations and actively participating in continuous improvement programs. Requirements: • 2+ years public accounting / industry experience, • Government contract accounting experience preferred, • Proficiency with Microsoft Office applications, with advanced skills using Excel., • Knowledge with ERP systems; experience with Infor or BAAN software preferred., • BS/BA (Finance / Accounting / Business or related discipline). CPA preferred For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

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 Description About Steer At Steer North America, we help shape the future of mobility, cities, and infrastructure. Our work supports more connected, sustainable, and accessible transportation systems that improve how people live, work, and travel. Steer is an employee-owned international consultancy specializing in transportation and infrastructure. We combine global expertise with local insight to help public and private sector clients tackle complex mobility challenges and make better decisions about how people and goods move. Our teams advise governments, transit agencies, airports, infrastructure investors, and private mobility operators across strategy, advisory, planning, and operations. From major transit investments to airport development and emerging mobility solutions, our work influences transportation systems relied on by millions. What defines Steer is our people — curious thinkers, collaborative problem solvers, and changemakers who care about the communities we serve. Joining Steer means working on meaningful projects, contributing ideas that matter, and building a career with real impact. This role is open to applications near Steer's offices, and remote in USA & Canada. What You’ll Work On Steer is the top Technical Advisor for Transport transactions globally and has a strong reputation in providing Traffic and Revenue (T&R) services in North America (NA). The type of similar projects you can expect to work on are: • An investment‑grade forecast for a major toll highway concession, supporting investors and lenders., • A connected‑vehicle / managed‑lane corridor assignment, factoring in how AVs and EVs could shift travel choices., • A large parking program—citywide meters or a university garage portfolio—with demand shaped by policy and mobility trends., • A refinancing / diligence support effort for a mature toll facility, with workshops and rapid responses to lender questions., • An owner/operator performance‑monitoring engagement, interpreting results and advising on implications for strategy. You will have the opportunity to help shape the future development and direction of the team and work across the most interesting and high-profile transactions in the market. We are currently recruiting across different levels in the team so please still reach out if you are interested but your experienced is not in line with this Job Description. Key Responsibilities: Delivering Projects • Serve as Task Lead/Project Manager/Project Director on a portfolio of projects., • Be responsible for project delivery and client management to ensure adherence to scope, schedule, and budget while maintaining the highest quality standards., • Coordination or project teams including providing on the job training and technical review role., • Ability to see the bigger picture and understand client objectives but also be able to carryout detailed reviews and task delivery when needed. Fostering Client Relationships & Business Development • Develop long-term relationships with key clients, partners, and industry stakeholders., • Support business development efforts, including pre-positioning, proposal development, presentations, and negotiations., • Stay informed about market trends to create compelling scopes that respond to client needs., • Represent the organization externally, promoting its values and capabilities in the marketplace. Wider Responsibilities • Develop and Mentor staff, focusing on technical skill development, career development, and performance management., • Contribute to capability development and knowledge sharing across Steer., • Provide leadership and support to a multidisciplinary team, fostering a collaborative, innovative, and high-performing work environment. Requirements • Minimum of 10 years of experience in the transportation industry with an emphasis on Traffic and Revenue (T&R) forecasting in the North America Highways Transactions market., • Technical background in Traffic, User Demand, or Ridership forecasting – including the development of ridership models using Network Models and/or Econometric modelling., • Proven ability to Project Manage fast paced T&R projects for primary and secondary highway transactions for private sector clients., • Demonstrated success in business development, client engagement, and project leadership for private sector transaction market clients. Preferred: • Expert technical network modelling skills in Cube and/or EMME., • Expert technical skills in econometrics, choice modelling or other T&R techniques., • Market/modal experience outside of highways (examples include, but are not limited to: Parking, Ferries, Transit, EV Charging, Ports, Airports), • Technical background in other relevant areas outside of T&R (examples include, but are not limited to: EV/AV Technology and Forecasting, Technical Due Diligence, business/strategic case development, funding/financing)., • Client relationships that could bring new opportunities to Steer., • Business development mindset – looking for opportunities to cross-sell and diversify current market. Benefits How You’ll Grow Whether you join immediately after graduation, or as a senior leader, Steer is committed to helping you grow your career in ways that add to your breadth of experience on a variety of projects, the depth of your technical skills with clients, your client and project management knowledge, and your leadership awareness and practice. Benefits That Support You We believe that supporting our people is essential to delivering great work. Our benefits are designed to support your health, wellbeing, financial security, and professional growth. An important part of this is a commitment to a flexible, hybrid working environment. Our benefits include: • Excellent medical, dental, and vision coverage, • 3% 401(k)/RRSP contribution, • Discretionary annual bonus, • Generous paid time off including vacation, public holidays, sick time, and volunteering days- up to 44 days (US) and 47 days (Canada) annually, • Group Share Incentive Plan, providing employees with the opportunity to share in the long-term success of the firm, • Commuter benefits (US) Salary range for this role is 120,000 ~ 180,0000 Be advised that this is an estimated benchmark salary of good faith. All compensation, regardless of location, may be subject to change as skills, abilities, and internal equity are considered. In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Steer reserves the right to ultimately pay more or less than the posted range and offer additional compensation. Why People Choose Steer Our people join Steer because they want to do meaningful work in a collaborative and intellectually curious environment. At Steer you’ll find: • A culture that values collaboration, where you can work in partnership with teammates from around the world, • Projects that create tangible improvements in how people move and connect, impacting the daily lives of millions of people, • Expert colleagues who are passionate about the future of mobility and cities, • The flexibility to build your professional skills and a consulting practice in a way that matches your ambition Our Commitment to Fairness & Inclusion At Steer, everyone is valued for their talent, curiosity, and potential. We recruit based on capability — not background or pedigree — and our interviewers are trained to run fair and inclusive processes that give every candidate an equitable opportunity to succeed. We are proud to be an equal opportunity employer and welcome applicants from all legally protected backgrounds. We provide accommodations throughout the hiring process and during employment to ensure everyone can participate fully.

Job Title: Financial Advisor & Business Development Manager Location: Remote/U.S. (Priority in Austin, Dallas, Charlotte, Greensboro, or Louisville) Employment Type: Full-Time Our client is a high-growth, forward-thinking financial services firm focused on empowering advisors and clients through innovation, collaboration, and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model. We're seeking a driven and experienced Financial Advisor & Business Developer to join our client's expanding team. This role is ideal for someone with an entrepreneurial mindset, a proven book of business, and a passion for delivering exceptional service to high-net-worth clients all while collaborating within a high-performance team. This is more than a traditional advisory role. You'll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships. Responsibilities: • Build and manage your personal book of business, with a focus on high-net-worth (HNW) clients, • Deliver comprehensive financial planning, portfolio analysis, and strategic investment recommendations, • Collaborate with internal teams to close complex deals and provide exceptional client service, • Represent the firm's values, growth strategy, and team-based client model, • Participate in strategic growth planning, • Work toward leading or establishing a branch office in a high-growth market Qualifications: • 1-3 years of experience as a licensed financial advisor, • Series 7 and 66 licenses required, • $250K+ in trailing 12-month revenue, • Minimum 10 HNW clients (>$1MM in household advisory relationships), • 10+ financial plans completed in the past 12 months, • $25MM+ in current total Assets Under Management (AUM), • Strong understanding of industry trends and desire to grow within an equity-sharing model, • Clear, confident communication skills and a passion for wealth management Compensation & Growth Path: • Competitive base salary + performance incentives, • Equity ownership opportunity after 6-12 months, • Full administrative and operational support; no need to manage the book alone, • Transition to a production-based model after years 1-2, • Transparent 3-5 year growth trajectory with 15-25% annual targets, • Additional incentives for launching a branch office tied to revenue milestones Why Join Our Client: • Team-based culture with shared success and deep resources, • Clear and attainable path to equity and firm ownership, • Innovative, advisor-first environment where your impact is recognized, • Operational freedom so you can focus on growth and strategy

As a Sr. CSM, you are passionate about and have a world-class track record of creating and sustaining happy, referenceable customers that realize full value from the platform and partnership. You have an exceptional ability to establish and nurture stakeholder relationships and align on value objectives and results, acting as the customer's trusted advisor. Acting as the primary interface between the customer and the internal teams at Abnormal, you are adept at: ensuring clear, measurable success criteria is established and attained, driving adoption of platform best practices to optimize ROI, educating on new/upcoming features (which may qualify cross/upsell opportunities), anticipating and proactively de-escalating issues with scalable solutions, and maintaining a feedback loop for key product enhancements / improvement requests. • 5+ years experience in a CSM capacity, with 6+ yrs. experience in an enterprise SaaS product support environment, • Strong experience with building and developing long-lasting executive-level relationships (including with CISO’s and CIO’s) at F500 companies, along with providing an outstanding overall customer experience (measurable in the form of an achieved health score, account retention/growth rate, and % referenceable customers), • Action-oriented, with the ability to quickly assess and integrate inputs across functions (Support, Product, ENG) and turn into a scalable solution and clear customer narrative, • Soft skills oriented towards developing and retaining a customer’s trust and de-escalating their issues (i.e., turning escalations into positive experiences based on the quality of our response), • Strong analytical and organizational skills, with the ability to understand and review the financial return or ROI on the customer’s investment, • Strong written, spoken, and presentation skills, with the ability to communicate effectively with all levels of the organization - both internally and externally, • Proven ability to introduce and review new product features, best practices, and follow up with customers to advance desired platform adoption/usage, • Strong technical troubleshooting skills (i.e., previous support or SE experience), and an ability to collaborate, coordinate and escalate issues within a team of product support professionals, • Previous experience with Internet and networking technologies and products, including email security products, • Well versed with using case management systems and CRM’s (e.g., SFDC / JIRA), • Bachelor of Science in Computer Engineering/ Computer Science, Electronics and Communications Engineering or non-graduates with good communication skills, strong technical knowledge or similar work experience required Value Realization: • Serve as the ‘voice of the customer’ and provide internal feedback on how we can better serve them to maximize customer value and retention., • Schedule, prepare and deliver Business Reviews for customers, with the top priority of proving ROI that leads to renewals/expansion., • Increase customer adoption of key platform features and best practices to maximize ROI, ensuring the basis for retention, satisfaction, and growth. Product Knowledge: • Maintain a deep understanding of our product and roadmap, so you can guide customers to success and continue to drive up their Adoption Score., • Educate customers on the most relevant features and functionality related to their specific requirements. Relationship Building: • Understand your customer’s industry trends, business challenges with email security, and current and potential use cases for Abnormal., • With understanding of customer needs, establish a strategic, trusted advisor relationship at the highest relevant levels by guiding the customer on best practice usage of the platform to manage risk and meet/exceed their objectives., • Develop and nurture Abnormal Security champions within your customer’s organization who advocate for the platform based on their positive experience. Account Success Planning: • Engage customers’ senior decision makers to understand their evolving strategy for email security and to shape Success Planning informed by these goals., • Work with the internal Account team and external customer stakeholders to formulate/maintain a Success Plan outlining how Abnormal Security addresses their immediate and future needs (with success metrics)., • Proactively monitor customer health to reach out to customers before risks or issues, • escalate and identify remediation options. Cross Functional Collaboration: • Partner with Abnormal Security Account Team (Account Executives, Sales Engineers, Support Engineers, etc.) to ensure that customers renew and expand usage. Triage and Risk Mitigation: • Monitor customer user trends to recommend to internal teams risk mitigation actions (Product, Support, Services, etc.). Example: work with Engineering to stabilize customer’s advanced reporting needs based on repeated case escalations., • Coordinate internal actions and schedule customer calls as necessary to address case issues and concerns and ensure all commitments are met. #LI-MC2

Job Posting: Technical Product Manager Location: U.S. Based, Flexible Work Eligible Travel: Periodic travel to our headquarters in Frederick, MD or US client sites (i.e., less than once per month). About Us: At Orases, we are dedicated to delivering innovative software solutions that empower our clients to achieve their business goals. We are seeking a dynamic and results-driven Technical Product Manager to join our team. Note: Applicants must be U.S. based, able to work on US East Coast business time, and eligible to work in the U.S. Key Responsibilities: The Technical Product Manager owns client engagements end-to-end — from framing the business problem, through designing the technical architecture, to ensuring that measurable results are delivered. You'll lead discovery, make architectural decisions, guide engineering teams, write and review code, and serve as the single accountable point of contact between Orases clients and the teams building their software. This is a hybrid role by design. Some weeks lean heavier on client strategy, others on technical delivery — but you never fully leave either world. If you've been the developer that gets pulled into client meetings because you understand their business, or the Product Manager who kept opening the codebase because you couldn't lead what you didn't understand, keep reading. Roles and responsibilities: Discovery & Problem Framing • Lead structured discovery to validate problem-solution fit, defining measurable success criteria with clients before committing to a solution direction, • Assess existing systems, identify integration points, and surface architectural risks early enough to inform scope and budget decisions, • Translate client business problems into technical problem statements that engineering teams can act on, • Identify and articulate the business value at stake in each engagement — quantifying the cost of the problem, the value of the solution, and the ROI that justifies the investment — to ensure Orases and the client are aligned on what success is worth, not just what it looks like Solution Design & Architecture • Architect custom software solutions that balance technical quality with real-world constraints around budget, timeline, and existing client systems, • Produce solution designs, architecture diagrams, data models, and technical specifications clear enough for engineers to build from with confidence, • Evaluate and recommend technology stacks, frameworks, and third-party services appropriate to each engagement, • Define non-functional requirements — performance, security, scalability, maintainability — and ensure they're validated, not just documented., • Design and implement AI-augmented solutions where appropriate, including LLM integrations, automation pipelines, and intelligent processing workflows Delivery & Technical Leadership • Stay hands-on through delivery: review code, resolve technical blockers, make real-time design decisions, and ensure the implemented solution aligns with the intended architecture, • Orchestrate across design, engineering, QA, and client stakeholders to maintain alignment and keep delivery focused on the highest-value outcomes, • Develop accurate scope definitions and estimates that account for delivery model, complexity, and risk, • Drive continuous improvement in delivery practices through structured retrospectives and pattern recognition across engagements Client Relationship & Strategic Partnership • Build trusted advisor relationships that position Orases as a long-term strategic partner — not a vendor who takes orders, • Communicate with clarity and adaptability across audiences, from C-suite sponsors to senior engineers, • Manage expectations proactively, translating technical realities into business language and vice versa, • Proactively surface opportunities where Orases can deliver additional business value, translating technical capability into client-relevant outcomes that expand the relationship Pre-Sales & Business Development • Support business development with architectural feasibility assessments, proof-of-concept development, and credible estimation, • Create preliminary designs, roadmaps, and high-level estimates that clearly communicate value and set realistic expectations, • Guide prospective clients in understanding what AI and modern technology can do for their specific situation Team & Practice Development • Mentor and elevate Orases team members by establishing patterns, conducting architecture reviews, and modeling high-quality technical decision-making, • Translate emerging technology trends into practical recommendations for both client solutions and internal capability Requirements: • 7+ years of experience in software development, with meaningful time spent in both technical and client-facing capacities — whether that's a developer who grew into client leadership or a PM who never lost their technical edge, • Demonstrated ability to design and deliver full-stack custom software solutions — architecture that ships, not just diagrams, • Deep proficiency in at least one modern technology stack with working knowledge across multiple (e.g., PHP/Laravel, Node.js/TypeScript, .NET, Python, React, relational and document databases, cloud platforms), • Proven track record of leading profitable engagements from discovery through launch with minimal supervision, • Ability to evaluate technical approaches, assess architectural tradeoffs, and hold credible conversations with senior engineers, • Exceptional communication skills with the range to present to executives and whiteboard with developers in the same afternoon, • Strong analytical thinking with a bias toward structured problem framing over gut instinct, • Experience in a client-facing consulting or services environment where solutions must balance technical ideals with real-world constraints Preferred • Demonstrated ability to incorporate AI tools into delivery workflows and/or client solutions, • Experience with multiple delivery models (T&M, fixed-price, managed services) and the strategic implications of each, • Track record of defining and tracking measurable business outcomes — not just delivering to spec Our Core Values are D.R.I.V.E. and we use them to drive us forward in every way • Demonstrate Thoughtful Communication: Say what you mean in a respectful, timely and relevant manner, remembering that not everything needs to be said, • Rise to the Occasion: Have the grit to dig deep when needed and to get it done, • Integrity All the Time: Do what you say you are going to do, • Value to Clients: Be present, contribute and be a good steward of the client's money, • Excel at Your Craft: Constantly seek new ways to grow and learn to be the best you can be Compensation and Benefits: • Annualized base salary range is: $120,000 to $145,000, • Eligible for a discretionary bonus based on company and individual performance., • Flexible work options: Work from our beautiful office in Frederick, MD, or remotely, • Comprehensive medical, dental, and vision plans with nationwide options to meet your needs wherever you hang your hat, • Company-paid life insurance, short-term, and long-term disability. Let us pay for your peace of mind, • 401K Roth and non Roth options with a 4% company match for the first 5% you contribute. This FREE MONEY is fully vested and portable should you make the decision to leave us one day, • Fringe benefits to offer you lifestyle choices of where your benefits money goes. Options range from pet insurance, activity kits for kids, hotels and travel, health and wellness options, food delivery options, and the choices go on and on for you to decide what benefits YOU, • Paid personal time off (3 weeks) and company holidays (13 including full company shut down 12/25-1/1), • Employee Assistance Program for confidential support. We offer a 3rd party confidential help line to call 24 hours a day for whatever life throws your way or just to talk if needed, • Training and learning opportunities to help you excel in your career, • Team perk pickup truck, Orases One, for personal use that you can borrow for driving, hauling or moving, • Talented team of salespeople, software developers, and more to support you in building campaigns, automations, videos, and whatever else you may need to grow the Orases brand, • Fun and silly events, celebrations, and team social opportunities both virtually and in person. We regularly fly in team members who want to visit the office or experience an in person event, • Annual all employee retreat where the entire team comes together in person to bond and have fun! Join us at Orases and help shape the future of custom software solutions! Orases is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, gender identity, age, veteran status, national origin disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. as we build technology that transforms how the world develops software. *Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. As a Solutions Architect, you’ll be a trusted advisor to GitLab prospects and customers in the Seattle area, helping them understand how GitLab’s DevSecOps platform addresses both technical requirements and business objectives across the entire software development lifecycle. You’ll guide organizations through their digital transformation journeys, from planning through monitoring, using your technical expertise, understanding of cloud and modern software development practices, and strong customer empathy. Reporting to a regional Solutions Architect manager and partnering closely with Account Executives and cross-functional teams, you’ll own technical evaluations (including proof of value initiatives and workshops), shape solution architectures, and serve as the voice of the customer back to Product Management. In your first year, you’ll focus on driving successful platform adoption, influencing revenue growth through solution selling, and building long-term, trust-based relationships that showcase GitLab’s differentiated position in an AI-driven DevSecOps landscape. • Lead technical discovery, demos, and validation (including proofs of value) to show how GitLab’s AI-powered DevSecOps platform meets customers’ technical and business needs across the full lifecycle., • Drive the technical evaluation process as the Directly Responsible Individual, including solution design, POC/POV ownership, workshop design, and the technical components of tenders, audits, and value stream assessments., • Collaborate with Account Executives and regional sales teams in North America to shape and execute account strategies that support new customer acquisition and expansion., • Build and deepen relationships with technical practitioners and business leaders, guiding them through GitLab-driven digital transformation and enabling them to become GitLab advocates., • Advise customers on modern software development, continuous integration, continuous deployment, security, and cloud practices, challenging existing approaches to improve return on investment., • Serve as the voice of the customer with Product Management, Engineering, Sales, and Marketing by sharing feedback, use cases, and competitive insights that inform roadmap and positioning., • Maintain and extend your technical expertise in GitLab, DevSecOps, AI, and related cloud technologies, creating reusable examples, best practice guidance, and technical collateral for customers and partners., • Invest in your own growth and development through ongoing learning, mentorship, and knowledge sharing to continuously improve the impact of the Solutions Architect team., • Experience engaging with customers in technical pre-sales, consulting, or similar roles, guiding them through solution design and evaluation., • Proficiency with the end-to-end software development lifecycle, including modern DevSecOps practices and continuous integration and continuous deployment workflows., • Hands-on experience with GitLab or comparable source control, CI/CD, and collaboration platforms, and the ability to map platform capabilities to customer use cases., • Practical knowledge of cloud computing concepts and related technologies, with the ability to discuss deployment, security, and operations options with technical teams., • Ability to lead technical evaluations such as proofs of concept or proofs of value, contribute to tenders or audits, and design and run workshops or value stream assessments., • Clear technical communication and presentation skills, with the ability to adapt messages for practitioners through to senior business and technical decision makers., • Skill in building trusted relationships, listening with empathy, and acting as a customer advocate to internal teams such as Product, Engineering, Sales, and Marketing., • Motivation to continuously develop professionally, including learning new technologies, deepening GitLab platform expertise, and applying transferable experience from related fields. We, the Solutions Architect team, are part of GitLab’s Sales organization and serve as the technical counterpart to Account Executives, with this role focused on opportunities in North America and reporting into a regional Solutions Architect Manager. Our mission is to help customers realize the full value of GitLab’s AI-powered DevSecOps platform by advising on architecture, running technical evaluations such as proofs of value, and guiding customers through their digital transformation. We work closely with Sales, Product Management, Engineering, and Marketing, collaborating asynchronously across regions to share best practices, create reusable technical collateral, and act as the voice of the customer. We are focused on helping customers modernize end-to-end software delivery, adopt GitLab at scale, and navigate a rapidly evolving AI and DevSecOps landscape. #LI-DNI The base salary range for this role’s listed level is currently for residents of the United States only. This range is intended to reflect the role's base salary rate in locations throughout the US. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, alignment with market data, and geographic location. The base salary range does not include any bonuses, equity, or benefits. See more information on our and . Sales roles are also eligible for incentive pay targeted at up to 100% of the offered base salary. United States Salary Range $90,300 - $193,500 USD How GitLab will support you • _, • _, • _, • _, • _, • _, • _ support Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from _ are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application. Country Hiring Guidelines: GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process. Privacy Policy: Please review our _ Your privacy is important to us. GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab’s policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also and . If you have a disability or special need that requires , please let us know during the .

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., • 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., • Unlimited earning potential through a commission-only role. Powered by JazzHR IwyVFTHh0z

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry., • Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally. ...but that's enough about us, let talk about you! As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Act as a positive representative of H&P and our brand at industry events and conferences Qualifications: • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +5 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Ability to gather data and provide accurate client analysis for tailored solutions. What we offer: • Base salary of USD 100k-120K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • Career advancement opportunities Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy Powered by JazzHR 8cNibiIpc1

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsWe are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Company Overview Arixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing portfolio exceeding $2.5billion as of March 31, 2026. 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: https://www.inc.com/inc-5000-methodology-how-we-selected-these-companies.html 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 The Research Analyst will be involved in many aspects of the economic and research inputs to our investment platform. She or he will participate in the team’s ongoing research and investment analysis, creation of firmwide materials, and third-party manager due diligence. This role offers the opportunity to learn and contribute to the firm’s core investment research functions while working closely with senior members of the team. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Update and continuously improve the library of investment research accessing third-party databases, including Bloomberg, Morningstar, FRED, etc., • Develop high-quality, professional investment presentation materials (PowerPoint, Excel, Word) used in client and firmwide communications., • Perform macroeconomic research and create visualizations for quarterly publications., • Collaborate across teams to deliver data-directed insights and scalable research., • Participate in due diligence and monitoring of investment strategies., • Leverage AI-enabled tools (including chatbots, application assistants, etc.) to improve quality, efficiency, and scalability of investment research and related workflows., • Consult with national advisor base on investment related topics and inquiries., • Other duties as assigned. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Proficiency in MS Office applications (Excel, PowerPoint and Word) as well as one or more investment databases (Bloomberg, Morningstar, FRED, etc.)., • Comfort using, evaluating, and learning AI-enabled tools to support research, analysis, and workflow efficiency, while exercising sound professional judgment. Skills: • Ability to work with, structure and interpret large amounts of economic and financial data while demonstrating excellent attention to detail., • Outstanding written and verbal communication skills. The Research Analyst will be expected to communicate to a wide range of constituents – internal management, colleagues, clients and asset managers., • Impeccable ethical standards and ability to maintain confidentiality., • Excellent personal and professional references. Abilities: • A self-starter who takes ownership for their work., • Ability to manage multiple priorities while maintaining high standards of accuracy and thoughtful examinations., • Experience operating successfully in a team-based, rigorous environment. Ability to participate in and facilitate group meetings. Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Zero to three years of experience in an investment management-related industry (asset management, investment banking, endowment, foundation, corporate/public pension fund, family office, wealth management). Exceptional undergraduate candidates will be considered as well., • Bachelor’s Degree in economics, business or finance or related field., • Progress towards the CFA designation preferred. Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

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 www.brentwood.com. 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., • Interest or experience in recurring software, technology, or business services (bonus points for knowing the latest SaaS trends!). Benefits 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 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, • Providing strategic thinking regarding investment analyses, portfolio construction, and management through presentations, articles, and custom work for clients. Position Summary: 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, • Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients. Preferred Qualifications: • 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, • Experience with senior housing and multifamily highly preferred, but not required. Years of experience, including internship or work study programs: 6-9+ years 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, • Paid time off to volunteer, • * 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 Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies Build tools, processes and intellectual capital • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice Enable and help advisors across the Practice • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Partner with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities Collaborate across the firm to enhance the client experience • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Contribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events Create content and extend the firm’s voice • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities, • Represent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Intellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment Skills: • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Commitment to continuous growth and development of leadership capabilities Abilities: • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency, • Innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture Experience and Education: We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment, • Excellent personal and professional references Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description Job Description: The Trust Officer is responsible for supporting and facilitating the growth and ongoing success of Parallel Advisors. This position reports directly to the Trust Director. As a Trust Officer, you will serve as the primary fiduciary lead for a portfolio of complex trust and estate relationships. This role sits at the intersection of sophisticated estate planning, fiduciary governance, and high-touch client service. You will bridge the gap between the legal structure of trusts and the day-to-day execution of fiduciary administration, ensuring that the intentions of grantors are carried out with precision while maintaining the firm’s gold-standard compliance, documentation, and service standards. The Trust Officer acts as the central coordinator among beneficiaries, attorneys, accountants, and investment advisors, ensuring that every trust relationship is administered prudently, transparently, and in accordance with applicable fiduciary law. This position is a hybrid position (in-office 3x/ week) in our Beverly Hills, CA office or our San Francisco, CA office. Responsibilities: Fiduciary Administration: • Lead the onboarding and ongoing administration of diverse trust structures, including: Revocable and Irrevocable Trusts, post-death administration accounts, Charitable Remainder Trusts (CRTs), Grantor Retained Annuity Trusts (GRATs), Dynasty and generation-skipping trusts, • Interpreting trust instruments and amendments, ensuring adherence to fiduciary duties of loyalty, prudence, and impartiality, • Administering trusts in accordance with applicable state law and governing documents, • Overseeing trust account setup, asset transfers, and ongoing recordkeeping, • Ensuring documentation and fiduciary decision-making processes meet regulatory standards, • When serving as trustee or co-trustee following a settlor’s death, lead the administration process, including: gathering and valuing trust assets, coordinating with attorneys and CPAs on estate settlement matters, overseeing payment of debts, expenses, and taxes, managing real estate or closely held business interests, and supervising distributions to beneficiaries and funding of subtrusts Client & Beneficiary Relationship Management • Act as the primary fiduciary contact for high-net-worth families and beneficiaries, including interpreting trust provisions for beneficiaries and advisors, explaining distribution policies, managing beneficiary requests and expectations, maintaining neutrality among competing beneficiary interests. navigating complex family dynamics with professionalism and discretion, • Evaluate beneficiary distribution requests and fiduciary decisions involving discretionary authority, including reviewing requests related to health, education, maintenance, and support (HEMS), preparing internal discretionary distribution memoranda, presenting recommendations to the Trust Committee, balancing current beneficiary needs with preservation of remainder interests, and ensuring all discretionary decisions are thoroughly documented and defensible, • Coordinate with investment professionals to ensure trust portfolios are managed prudently by monitoring portfolio allocations for compliance with the Uniform Prudent Investor Act (UPIA), coordinating liquidity needs for distributions or expenses, supervising management of illiquid assets such as real estate or private investments, and reviewing investment performance and risk exposure Compliance, Risk Management, & Cross-Functional Collaboration • Partner with external tax and legal professionals to ensure accurate and compliant administration by coordinating trust income tax filings (Form 1041), reviewing beneficiary K-1 allocations, working with CPAs on estimated tax payments and tax elections, collaborating with estate attorneys on trust interpretation and legal matters, and ensuring adherence to California-specific trust and probate code requirements, • Managing trust assets, including conducting annual fiduciary administrative reviews (Reg 9 style), ensuring accounts remain compliant with internal policies and regulatory expectations, maintaining documentation supporting discretionary decisions and fiduciary actions, preparing materials for internal fiduciary committees and audits, and identifying and escalating potential conflicts or litigation risks, • Maintaining exceptional documentation and providing proactive risk management to protect both the Firm and its clients. Qualifications: • Bachelor’s degree required, • 7 - 10+ years of trust administration experience within a trust company, private bakn, or a high-growth RIA with trust services, • Experience administering complex, multi-generational trusts is strongly preferred, • Deep fluency in California Trust & Probate Law, fiduciary standards and discretionary distribution frameworks, federal estate and gift tax rules, trust income taxation, and community property rules and base adjustments, • Strong organizational, analytical, communication, and interpersonal skills, • Strong project management and data analysis skills, • Ability to work effectively in a fast-paced and deadline-oriented environment, • Capability to manage multiple demands and competing priorities, • JD (Juris Doctor) or CTFA (Certified Trust and Fiduciary Advisor) strongly preferred Salary and Benefits: • Salary based upon experience (Salary range $150,000 - $160,000), • Opportunity for discretionary, semi-annual incentive awards (15% of base salary), • Benefits including health care, dental, vision, and 401k plans, • Opportunity for support of professional accreditation and continuing education requirements and other professional development Company: Parallel Advisors, LLC • Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas., • To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals., • With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future., • We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms., • At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience., • Parallel Advisors, LLC is an Equal Opportunity Employer.

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem. This individual will be responsible for expanding Wilshire’s presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. The role will focus on driving adoption of Wilshire’s investment solutions, model portfolios, manager research capabilities, outsourced investment solutions, and alternative investment offerings across the wealth management landscape. The ideal candidate brings deep expertise in intermediary distribution and understands how models move from research and platform approval into advisor adoption, asset growth, and scalable enterprise partnerships. What you'll do: • Develop and manage strategic relationships across:, • Broker dealer home offices, • TAMPs and managed account platforms, • RIA aggregators and enterprise RIAs, • Wealth technology and model distribution platforms, • CIO, research, and due diligence teams, • Strategic asset management and distribution partners, • Drive commercialization and growth of:, • Model portfolios, • Multi-asset solutions, • Alternative investment model solutions, • Manager research and portfolio construction solutions, • Custom and enterprise model capabilities, • Partner with Wilshire’s investment, alternatives, OCIO, retirement, wealth solutions, and research teams to deliver integrated solutions for intermediary clients, • Expand Wilshire’s footprint across key platforms and ecosystems, • Build strategic business plans for key accounts focused on:, • Platform penetration, • Model adoption, • Advisor engagement, • Net flows and revenue growth, • Enterprise partnership expansion, • Work closely with field sales and relationship management teams to support advisor engagement and execution within key distribution relationships., • Represent Wilshire externally at industry conferences, due diligence meetings, platform events, and executive-level client engagements.Qualifications, • 7+ years of experience in intermediary distribution, national accounts, or wealth platform distribution within asset management, or wealth management, • Demonstrated experience calling on:, • Broker dealers, • RIAs, • TAMPs, • Managed account platforms, • Wealth platform gatekeepers, • Home office research and due diligence teams, • Strong understanding of:, • Model portfolio ecosystems, • Managed account platforms, • Wealth technology infrastructure, • Advisor adoption dynamics, • Portfolio construction and investment solutions, • Platform economics and commercialization, • Existing relationships across the intermediary wealth ecosystem strongly preferred, • Proven track record driving:, • Platform approvals, • Enterprise relationships, • Asset growth, • Advisor engagement, • Strategic partnerships, • Excellent communication, presentation, and executive relationship management skills, • FINRA licenses preferred Preferred Experience • Experience distributing model portfolios and multi-asset investment solutions, • Familiarity with alternative investments and private market solutions within wealth management, • Experience working across both institutional and wealth management distribution channels, • Ability to navigate complex enterprise organizations and cross-functional stakeholder groups Additional Information • This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, Denver, or New York office, • We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The anticipated total annual cash compensation range for this role is approximately $130,000 to $230,000, inclusive of base salary and potential activity-based commissions. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit www.wilshire.com for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or 310-584-6011.

Job Description SUMMARY STATEMENT The Director of Finance works as a key member of the organization’s leadership team. The Director of Finance will take a leadership role in building, implementing, and overseeing all of the financing activities of the organization. They work with the CEO, CFO, and Board Finance Committee members to provide financial guidance to the business decisions. The position reports to CFO. They will monitor and oversee all accounting infrastructure and coordinate with the Billing Department for the optimal revenue cycle management. They will provide enterprise-level financial leadership, oversee all accounting infrastructure, and partner with Billing and payer-related entities to strengthen revenue performance and organizational financial health. The position also needs to ensure compliance with the generally accepted accounting principles, agency policies and procedures, and internal controls. This role also contributes to long-range planning, evaluates financial opportunities, and supports organizational initiatives tied to payer strategy, IPA engagement, and value-based care performance. The Director brings a high level of analytical rigor and organizational insight, ensuring that financial data is translated into clear direction for enterprise planning, operational alignment, and long‐term sustainability. This role plays a central part in evaluating payer performance, strengthening relationships with affiliated networks, and identifying opportunities that enhance the organization’s financial position. ESSENTIAL FUNCTIONS/RESPONSIBILITIES · Oversees all accounting and financing activities of the organization. · Ensures timely, accurate, and compliant financial statements aligned with GAAP, HRSA, and FQHC regulatory standards. Oversees all accounting and financing activities of the organization. · Supervises month‐end closing activities and prepares the monthly financial reports. · Oversees all accounting files and records; prepares/reviews organizational fiscal budget and monthly expenditure report/financial statements, provides projections, forecasts, and analyzes financial impacts with analysis of actual versus budget performance to determine variances. · Prepares variance analysis with actual vs budget. · Maintains and updates accounting policies and procedures. · Evaluates and makes improvements to accounting processes while ensuring that practices comply with organization accounting policies. · Ensures timely, accurate, and compliant financial statements aligned with GAAP, HRSA, and FQHC regulatory standards. · Implements internal controls that safeguard assets, reduce risk, and support organizational integrity. · Ensures adherence to all regulatory, contractual, and audit requirements. · Coordinates independent financial and regulatory audits and establishes quality operational standards and cost controls to drive internal and external improvements. · Prepares and coordinates with all external audits and HRSA site visits. · Works with the CFO for the annual Unified Data Systems (UDS) and OSHPD reports. · Supports and leads FQHC HRSA budgeting and preparation of various reports including Federal Financial Reports. · Guides the organization through financial trends, risks, and opportunities to support sustainable operations. · Advances multi‐year financial models and scenario analyses to support strategic decisions and organizational growth. · Develops comprehensive financial models that anticipate emerging needs, evaluate organizational scenarios, and support leadership in planning for future service expansion, capital investments, and operational shifts. · Works with the CEO, CFO, and CCO to develop internal budgets, projections, and forecasts that will have a long‐term effect on the organization. · Advises leadership on the financial implications of programmatic, operational, and strategic initiatives. · Strengthens internal financial systems to support transparency, accountability, and long‐term planning. · Applies advanced analytical judgment to interpret complex financial patterns, assess organizational impact, and recommend adjustments that protect fiscal health and support mission‐driven initiatives. · Makes recommendations according to accounting trends and tracks progress. · Provides leadership with clear financial insights, risk assessments, and recommendations tied to payer performance, IPA activities, and reimbursement trends. · Reviews reimbursement trends, utilization patterns, and payer performance to identify areas for improvement and ensure the organization maximizes available financial opportunities. · Ensures financial practices support accurate attribution, compliant billing, and maximized revenue potential across all payer types. · Collaborates with payer partners and affiliated physician associations to monitor performance trends, evaluate financial outcomes, and surface opportunities that support organizational revenue stability and growth. · Serves as a key thought partner to senior leadership, offering forward‐looking assessments, risk evaluations, and financial interpretations that shape organizational priorities and resource allocation. · Provides senior leaders with clear, actionable financial insights that support decision‐making, operational planning, and program development across the organization. · Partners with clinical, operational, and administrative leaders to ensure financial considerations are integrated into organizational planning. · Builds financial literacy across departments through clear communication, training, and accessible reporting tools. · Serves as a trusted advisor to leadership by providing clear, data‐driven recommendations that support operational and strategic decisions. · Manages internal procedures for monitoring of grant awards and work plans for compliance and ensures compliance with reimbursement protocols and procedures for funders and staff. · Collaborates with External Affairs and supervises grant management and tracks expenses per contracts, funds, budgets, and programs. · Interfaces with HR to oversee payroll and adherence to agency P&P and labor laws and regulations. · Supervises employee benefits administration and drives annual renewal decision‐making processes. · Monitors activities for banking, endowment funds, and other investments; manages investment policies and procedures; and prepares reports to the CEO and Board Finance Committee. · Presents reports to the Board Finance Committee regarding the financial activities on a monthly basis at the request of or assignment by the CFO. · Develops and manages short‐term and long‐term Capital Improvement Plans for facilities and equipment. · Responsible for Inventory Management, including procurement, maintenance schedules, and burn‐rate reports for all departments, including Clinic pharmacy. · Supervises and mentors Accounting and Billing staff. · Oversees and develops the Finance team, fostering a culture of accuracy, accountability, and continuous improvement. · Builds a high‐performing finance team with strong analytical capability and accountability. · Ensures staff have the tools, training, and support needed to perform at a high level. · Attends various leadership meetings including external association meetings. · Special projects and other duties as assigned. MINIMUM QUALIFICATIONS · Bachelor's degree in Accounting, Business, Finance or related field plus Masters or CPA/CMA certification highly desired. · Minimum 8 - 10 years of hands-on accounting experience in a paid position, utilizing all aspects of AP/AR/GL. · Federally Qualified Health Center or Not for Profit work experiences are preferred · Knowledge of GAAP and related regulations as well as government and non-profit accounting and OMB Circulars. · Direct supervisory experience of paid employees. · High level proficiency in Excel. · Experience with financial modeling, forecasting tools, and data-driven decision support preferred. · Exemplary follow-through reliability and accountability with a sense of urgency. · Self-motivated starter with strong work ethics. · Strong time management skills, including deadline prioritization of multiple projects with conflicting deadlines. · Commitment to accurate and high-quality work. · Maturity and trustworthiness to handle extremely confidential and sensitive information. · Professionalism and sound judgment in dealing with sensitive and confidential issues. · Reliable transportation, current driver's license and auto insurance. Company DescriptionKheir Clinic (formally known as Kheir Center) is a nonprofit community clinic and Federally Qualified Health Center in Wilshire Center/Koreatown, located approximately 3 miles west of Downtown LA. We are committed to providing linguistically and culturally-sensitive quality primary healthcare and human services support to the underserved and uninsured residents of Southern California. Kheir Clinic was established in 1986 to serve as a bridge between the low-income, recently-immigrated, non-English speaking Korean community and local health and social service providers in LA. Today, Kheir is a broad-based agency and Federally Qualified Health Center (FQHC) that provides comprehensive services for underserved populations in four interrelated areas: Health Care, Human Services, Adult Day Health Care, and Affordable Housing. Kheir is currently the only Federally Qualified Health Center (FQHC) in the nation that offers a full suite of services in 5 different languages including: English, Bengali, Korean, Spanish and Thai. We currently have 8 sites and 140 employees with 15+ contract consultants. We are expected to provide over 123,000 patient visits this year. Our strength comes from the social impact our organization makes on improving the lives of all our patients and the community at large. We invite you to learn more about Kheir Clinic online! www.lakheir.orgKheir Clinic (formally known as Kheir Center) is a nonprofit community clinic and Federally Qualified Health Center in Wilshire Center/Koreatown, located approximately 3 miles west of Downtown LA. We are committed to providing linguistically and culturally-sensitive quality primary healthcare and human services support to the underserved and uninsured residents of Southern California. Kheir Clinic was established in 1986 to serve as a bridge between the low-income, recently-immigrated, non-English speaking Korean community and local health and social service providers in LA. Today, Kheir is a broad-based agency and Federally Qualified Health Center (FQHC) that provides comprehensive services for underserved populations in four interrelated areas: Health Care, Human Services, Adult Day Health Care, and Affordable Housing. Kheir is currently the only Federally Qualified Health Center (FQHC) in the nation that offers a full suite of services in 5 different languages including: English, Bengali, Korean, Spanish and Thai. We currently have 8 sites and 140 employees with 15+ contract consultants. We are expected to provide over 123,000 patient visits this year. Our strength comes from the social impact our organization makes on improving the lives of all our patients and the community at large. We invite you to learn more about Kheir Clinic online! www.lakheir.org