Investment advisor jobs in Cherry Hill, New JerseyCreate job alerts

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. 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. 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. * 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. * 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. * 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. * High school diploma or GED (college degree preferred). * Two or more years of B2B, SaaS, or POS sales experience. 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. 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 ___. 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. #LI-BM4 #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments 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. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ___.

A culture of growth with a firm that supports You’ve built a successful practice and now you’re considering a move. Perhaps you’re looking for more. At Equitable Advisors, we’d like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients and for yourself. We’re here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: • Our open-architecture platform for client solutions, • Our broker/dealer powered by one of the world’s largest broker/dealers LPL*, • Our elite benefits and wealth-building programs, • Our competitive payouts We know that making a move is a big decision. So, we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance* • More than 2.8 million clients, • More than $220 billion assets under management, • More than 4,300 financial professionals, • More than 190 Elite Advisor Group firms, • 80 branch offices Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.Equitable Advisors is an equal opportunity employer M/F/D/V GE-XXXXXX (09/24) (Exp.09/26) GE-7002701.1(9/24)(Exp.926)

NexWealth, a boutique registered investment advisor and multi-family office, is seeking a motivated Junior Analyst to work closely with firm leadership in supporting our high-net-worth and ultra-high-net-worth client base. This role offers meaningful exposure to the core functions of a family office environment, including asset allocation, portfolio analytics, performance reporting, trust and estate planning coordination, and regulatory compliance. The ideal candidate is highly detail-oriented, professional, intellectually curious, and eager to learn. This individual should thrive in a fast-paced, collaborative setting, demonstrate a strong work ethic, communicate clearly and confidently in both written and verbal contexts, and be comfortable interacting with clients and senior professionals. Qualifications • Bachelor’s degree in finance, economics, or a related field with high GPA, • Mandatory experience working (2-yr minimum) at a Registered Investment Advisory firm or family office (applicants without this experience will not be considered), • Minimum 3-year experience in financial services industry, • Strong attention to detail while working at a fast pace, • Strong fluency with Excel formulas and functions, • Proficiency with Microsoft Office suite including Excel, PowerPoint, Word, • Ability to analyze and do computations on financial data, • Learn and adapt to new software systems quickly Responsibilities • Work closely with the team to provide service and support functions such as portfolio analysis, trading, money movement, account creation and maintenance, and client/prospect meeting preparation, • Work closely with team on portfolio reporting and creating investor reports, • Participate in client meetings when necessary, • Provide client relationship support, assist in client conversations, and provide analytic and account-related financial information, • Identify and drive process improvements, including the creation of standard and ad-hoc reports, • Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law. No recruiters for this search, please.

NexWealth, a boutique registered investment advisor and multi-family office, is seeking a Senior Research Analyst to lead investment due diligence and portfolio construction for high-net-worth and ultra-high-net-worth families. This role partners closely with firm leadership and the investment committee and is responsible for manager research, qualitative and quantitative analysis, portfolio analytics, and ongoing monitoring across traditional and alternative investment strategies. The position offers meaningful involvement in investment decision-making within a disciplined, fiduciary-focused framework. The ideal candidate is a CFA® Charterholder (or Level III candidate) with prior experience in an RIA, family office, multi-family office, or similar wealth management or institutional investment environment. Strong investment judgment, intellectual rigor, and the ability to clearly communicate complex investment concepts are essential. This position is based in Philadelphia and is well suited for candidates seeking long-term growth in a high-accountability, professionally rigorous firm. Responsibilities include, but not limited to, the following: • Lead and work closely with a team of fellow research analysts, • Conduct comprehensive investment manager due diligence, • Perform due diligence on new and existing investments, • Work directly with high-net-worth clients and their outside advisors, • Leverage research systems to provide qualitative/quantitative analysis to support investment manager and investment strategy selection recommendations and terminations, • Maintain a database to capture the universe of investment opportunities, • Develop manager and investment strategy-specific expertise to provide clients and the research team with commentary and data points, • Investment Manager due diligence reviews, research reports, analytic reports, manager attribution analysis, • Manage prime brokerage capital introduction relationships, • Create recommendations for client portfolios, • Client portfolio construction, • Monitor industry news Requirements • Bachelor’s degree, • CFA® designation or Level III Candidate, • Minimum of 5-7 years conducting investment manager due diligence, • Experience working with and comfort communicating with high net worth clients, • Work in firm’s Philadelphia office (this is not a remote position), • Organized and detail-oriented, • Team player, • Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations. About the Firm NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law. No recruiters for this search, please.

NexWealth, a registered investment advisor and multi-family office, is seeking an experienced Estate and Trust Attorney to support the firm’s high-net-worth and ultra-high-net-worth client base. This role works closely with firm leadership and client advisory teams to provide sophisticated estate, trust, and wealth transfer planning within a coordinated family office structure. The position involves advising on complex estate planning strategies, trust structures, tax-efficient wealth transfer, and coordination with external counsel and advisors. The attorney will play a key role in aligning estate planning decisions with broader investment, tax, and legacy objectives. The ideal candidate holds an LLM in Taxation and brings prior estate and trust experience from a law firm, RIA, family office, multi-family office, wealth management firm, or similar environment. This position is based in NexWealth’s Philadelphia office. Successful candidates will demonstrate exceptional technical competence, strong judgment, discretion, and the ability to communicate complex legal concepts clearly to both clients and internal stakeholders within a high-expectation, fiduciary-focused environment. Responsibilities include, but not limited to, the following: • Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer and business succession matters, • Work closely with clients and their outside legal counsel, • Prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, LLC operating agreements, and related planning and transactional documents, • Meet with clients to review and discuss estate planning strategies and supervise document execution, • Research and draft memoranda on tax-related topics Requirements • Bachelor’s degree, • JD + LLM in Taxation, • Minimum of 3-5 years experience working with estates and trusts, • Experience working with and comfort communicating with high net worth clients, • Working knowledge of federal tax law, • Work in firm’s Philadelphia office (this is not a remote position), • Organized, detail-oriented, with strong interpersonal skills, • Team player, • Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations. About the Firm NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law. No recruiters for this search, please.

Life changing therapies. Global impact. Bridge to thousands of biopharma companies and their patients. We are PCI. Our investment is in People who make an impact, drive progress and create a better tomorrow. Our strategy includes building teams across our global network to pioneer and shape the future of PCI. Job Summary The Human Resources Director is responsible for developing and executing HR strategies that support business objectives across manufacturing site(s) or region. This role oversees, in partnership with Global COEs and other HR Directors, core HR functions, including talent planning and strategy, employee relations, performance and potential optimization, and organizational effectiveness—and acts as a key advisor to leaders across various functions up to senior level. The HR Director plays a critical role in shaping a high-performance, people-centered, results oriented culture of safety, quality and delivery, aligned with operational excellence and workforce sustainability. The HR Director also hold responsibility for Social Sustainability within the target-based structure of PCI’s ESG program and governance, for the area of their responsibility. Key Responsibilities • Strategic HR Leadership Define and lead human resources strategies across a network of PCI sites and/or functions. Align workforce planning and talent initiatives with business objectives and operational requirements., • Operational Partnership Collaborate closely with Site and Functional Leadership teams to enhance productivity, employee engagement, and organisational capability., • Talent Management In partnership with PCI’s HR Centers of Excellence such as Talent Acquisition, Talent Development and HR Operations, oversee and integrate successfully the full talent lifecycle, including recruitment strategies, organisational design and development, succession planning, and internal mobility for key roles, • Employee & Labor Relations Provide oversight on employee relations and labor matters. Ensure consistent and compliant practices that support positive workplace relations and mitigate risk. Collaborate early with PCI’s internal legal advisors and ensure consistency, fairness and documentation., • Culture & Engagement Promote a high-performance culture by championing employee engagement, equality and inclusion ,, strong communication channels and forums as well as recognition and well-being initiatives, in partnership with Global Benefits., • Compliance & Governance Ensure adherence to applicable employment laws and regulatory requirements in all jurisdictions of operation. Uphold internal policies, practices and guidelines and foster ethical and fair employment practices. Anticipate where new policies, practices and guidelines are needed and work with Segment or HR Operations Leadership to effect., • Change Management Lead HR components of organisational change such as mergers and acquisitions, new site openings, or restructuring initiatives., • HR Team Leadership Lead, mentor, and develop HR Teams across sites and/or functional teams. Strengthen team capabilities and promote a culture of continuous improvement, collaboration and accountability. Role model effective performance management and help drive pathway and development for talent potential., • Metrics & Insights Leverage data and analytics to drive evidence-based decision-making, assess HR effectiveness, and monitor workforce trends, retention, and resource planning. Lead consistently with both qualitative and quantitative goals and measures., • Executive Collaboration Serve as a strategic advisor within senior leadership teams, influencing decisions that impact business outcomes, operational excellence, safety and long-term success, always keeping Segment and Global impact in mind and collaborating as needed across segments or with COE teams., • Growth Capacity and Management Anticipate and prepare accordingly to manage growth. Growth in employee count, growth in business capabilities, growth in geographic responsibility. Qualifications • Bachelor’s degree in Human Resources, Business, Industrial Relations, or a related field required and /or Minimum 10 years of HR experience, including at least 5 years in an HR leadership role within life science, manufacturing or industrial environments., • In-depth understanding of manufacturing operations and hourly workforce dynamics in a production environment., • Experience within multi-national organization, • Career history of setting clear targets aligned to business goals and achieving them through others., • Proven expertise in labour relations, workforce planning, leadership development, and talent optimization across the full employee life cycle., • Ability to influence stakeholders at all levels and navigate complex, evolving environments., • Strong change leadership and project management capabilities., • Success achieving results through collaboration and partnership within a matrixed organizational structure., • Regular presence required at manufacturing sites and operational facilities., • Occasional travel to support multi-site operations, leadership meetings, or training programs across regions. Equal Employment Opportunity (EEO) Statement PCI Pharma Services is an Equal Opportunity/Affirmative Action Employer. We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, or any other protected status. At PCI, Equity and Inclusion are at the core of our company’s purpose: Together, delivering life-changing therapies. We are committed to cultivating an inclusive workplace by holding ourselves accountable to the highest standards of understanding, fairness, respect, and equal opportunity – at every level. We envision a PCI community where everyone can belong and grow, and we strive to bring this vision to reality by continuously and intentionally assessing our people practices, policies and programs, marketing approach, and workplace culture.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule • Hours per Week: 40 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Human Resources Job Description: The Senior Manager, Learning Solutions Advisor acts as a strategic partner and advisor for a portfolio of business or functional groups, accountable to enable the creation, delivery and measurement of comprehensive learning solutions aligned to strategic business priorities. The Senior Manager, Learning Solutions Advisor develops and supports the implementation of learning strategies to build individual, team and organizational effectiveness at TD. This role works in a collaborative fashion with HR partners and business leaders, managing relationships and overall deliverables across multiple phases. It requires critical strategic thinking, and a good balance between understanding TD's Operating Model and program structure and governance; combined with a solid knowledge of performance consulting practices, strong strategy planning, change management, collaboration, stakeholder management, and communication skills to foster and influence change and implement best practices to drive Company and departmental results. The Senior Manager Specialized Human Resources develops effective policies and programs in a specialized Human Resources unit and acts as a subject matter expert in own area of expertise. Depth & Scope: * Acts as practice leader and/or top level expert within own specialized area * Serves as key contact and the subject matter expert within area of expertise * Develops policies and practices that are aligned with overall Human Resources strategy * Oversees programs / services / issues that are highly complex, have wide scope / impact, and require broad business knowledge * Works closely and effectively with HR partners in the businesses and other specialized areas * Understands differing needs of business units / functions and adapts advice within overall strategy and policy * Identifies and escalates issues having broad corporate implications / risks * Leads a team of Human Resources professionals * Ensures business partners and Human Resources are provided with high quality advice and support * Shares expert knowledge, provide advice and counsel to business management and Human Resources teams * Contributes to special initiatives by representing TDBFG / the business internally and externally, as a subject matter expert * Monitors and communicates the effectiveness of strategies, programs, and practices related to own area of expertise * Ensures programs and practices continue to meet business needs, comply with internal and external requirements, and align with Human Resources priorities * Develops and manages a team of high quality resources through recruitment, training, coaching, and performance management * Oversees the development of the departments business plan and monitor actual results * Leads and follows-up on action planning to address Employee survey results * Ensures integration of other areas of expertise in the development and delivery of programs and policies, as appropriate * In partnership with appropriate HR practitioners, develops implementation strategies, anticipating HR issues beyond own area of expertise Education & Experience: * Bachelor's degree or progressive work experience in addition to experience below * 10+ Years of related experience * In depth knowledge of a specialized Human Resources function * Expert communication, facilitation and presentation skills * Proven ability to deal with all levels of management * Strong Customer Service orientation and ability to establish strong working relationships with internal and external clients Preferred Qualifications: * Solid understanding in the learning and development field * An analytical mind with orientation to detail for handling initiatives, projects and programs with minimal direction from management * Sound knowledge of using analytical software tools and generative AI tools (CoPilot) to perform daily work * A dynamic professional with willingness to take initiative on tasks and projects * Advanced knowledge of multiple HR specialties, HR strategy development, HR policy, consulting principles, and banking industry practices and regulations * Strong written and verbal communication skills with the ability to interpret policies and apply standards to complete assignments in a fast-changing environment Customer Accountability: * Understands and supports the Banks Customer Service Strategy * Considers the impact of advice and decisions on the well-being of the Bank, as well as its customers, its employees and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Leads, coaches and models quality service delivery at every interaction * Supports the ongoing improvement of the partner/Customer experience Employee and Team Accountability: * Sets appropriate context for the business unit/function to enable optimal performance and alignment to strategy * Supports the creation of goals and objectives for the business unit/function. Communicate those goals and objectives to the team * Builds capability support / execute plans to acquire, develop and retain the diverse teams with the skills and experience necessary to realize on current and future business strategies * Role models behaviors consistent with TD's leadership profile, customer and employee experience agendas and risk and control culture * Creates an extraordinary place to work advance and sustain a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience * Leads, coaches and develops a highly effective team by ensuring on-going training and performance and development management Shareholder Accountability: * Represents TD at civic, professional and bank-sponsored events; serves on non-profit boards and participates on professional organizations * Represents the franchise both internally and externally; develop and maintain relationships with major clients, regulators, and the investment community and, with other TD leaders, support a high, positive public profile for the TD franchise * Supports the development and implementation of operational strategies and objectives to achieve measurable excellence in the quality delivery of sales, service, and products aligned with Best Run concepts and overall enterprise strategy and objectives * Participates in establishing and executing plans and goals for the Business to drive toward results * Develops and maintains an operating budget, ensuring adherence to budget. May delegate budgetary assignments to direct reports, but maintains overall budgetary responsibility and oversight * Provides financial reports and analysis including budget variances to management on a regular basis * Communicates business strategies, programs and practices establish and operate change strategy throughout the organization * Delivers business services, functions and capabilities that optimize the use of process, technology and our people, and take advantage of TD's scale and operating model * Ensures TD is a best run, integrated, customer-focused, growth organization * Understands business unit/functions own risk appetite statement, objectives for risk and control, and measures, where applicable, making sure these are aligned with TD's Risk Appetite * Ensures that the business / function operate within TD's Risk Appetite by tracking key metrics against its policies, procedures and limits * Successfully completes all required job specific, compliance-related training and ensure team members complete all required training * Understands, utilizes and follows compliance/risk and control programs * Consults with all risk functions in the development and documentation of policies, procedures and controls, for all department processes * Ensures ongoing compliance with internal / external audit and regulatory requirements * Provides prompt and comprehensive response to all external audit, regulator and compliance requests and findings * Maintains appropriate records of action plans. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more () Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

As a Financial Advisor within PNC Wealth Management, you will be based in Deptford, New Jersey. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationshi

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

Merrill Advisor Development Program - Financial Advisor: Delaware South Jersey Market Mount Laurel, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: * Developing a book of business in order to meet and exceed established performance hurdles * Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs * Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences * Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning * Organizing and managing resources (time, people, budget) to run a productive practice * Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client * Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: * Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. * Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. * Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: * Handles inbound inquiries from leads regarding Merrill offerings * Positions the extensive capabilities of Merrill and Bank of America * Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate * Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts * Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses * Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services * Proven ability to engage with and influence others * Exceptional interpersonal and relationship building skills * Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility * Proven ability to assess needs and recommend appropriate solutions/interventions * Proven ability to work collaboratively on a team and with key partners * Proven ability to listen and probe for clarity and understanding * Goal and results oriented * Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking * Ability to work in an environment where the majority of your compensation is tied to your performance * Strong follow-through skills * Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously Skills: * Business Acumen * Business Development * Oral Communications * Prospecting * Wealth Planning * Analytical Thinking * Client Experience Branding * Client Investments Management * Portfolio Analysis * Risk Management * Active Listening * Client Solutions Advisory * Emotional Intelligence * Referral Management * Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights () " poster. View the LA County Fair Chance Ordinance () . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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

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

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

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. 9HkpxU1veu

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 Description Position Title: Managing Director, Orchestra Communications Department: Communications Reports to: Vice President, Communications Position Summary The Managing Director, Orchestra Communications is the senior-most leader responsible for all communications for The Philadelphia Orchestra, reporting to the enterprise Vice President of Communications for The Philadelphia Orchestra and Ensemble Arts. This role serves as the primary architect and champion of The Philadelphia Orchestra’s voice and narrative across all channels, with particular emphasis on digital communications, integrated storytelling, and content innovation that advance its artistic profile, audience engagement, and institutional reputation, locally, nationally, and internationally. This role leads a high-performing Orchestra-focused Communications team, sets a forward-looking strategy for media relations and digital platforms, and ensures that the Orchestra’s communications are aligned with institutional priorities, marketing, education, and development objectives, and the organization’s strategic goals. This position is highly collaborative and public-facing, acting as the Orchestra’s spokesperson. The position regularly engages with musicians, artistic leadership, the President and CEO, Trustees the organization’s Enterprise Leadership Team, community partners, media, and digital influencers. Key Responsibilities Strategic Communications Leadership • Develop and lead a comprehensive, multi-year communications strategy for The Philadelphia Orchestra that elevates its artistic profile, strengthens its brand, and advances institutional priorities across local, national, and international audiences., • Position the Orchestra as an innovative, forward-thinking leader in the global arts ecosystem by championing new approaches to digital storytelling, platform-specific content, and audience engagement., • Ensure all Orchestra communications—media relations, social media, web, video, podcasts, and other emerging platforms—are integrated, consistent, and reflective of the institution's mission, vision, and values., • Serve as senior communications counselor to the Music and Artistic Director, Orchestra leadership, Orchestra musicians, and key artistic partners on messaging, media strategy, and public positioning., • Lead the evolution of digital communications for The Philadelphia Orchestra in partnership with efforts across the Ensemble Arts Philly, with a strategic focus on platform-native storytelling, audience growth, and engagement across platforms., • Oversee the Orchestra’s social media strategy and execution, ensuring synergy with marketing efforts and a dynamic, data-informed presence across platforms, including but not limited to Facebook, Instagram, TikTok, YouTube, LinkedIn, Threads, and BlueSky., • In close partnership with marketing initiatives, drive a holistic strategy toward the creation of compelling digital stories, video series, behind-the-scenes content, digital activations, and multi-platform campaigns that bring the “Philadelphia Sound” and the organization’s mission to life., • Identify and cultivate new digital and content distribution partnerships (streaming, broadcasts, podcasts, influencer collaborations, media platforms) that expand reach and deepen engagement with global audiences., • Manage internal content creators (video, publications, design, photography, and digital asset management) to shape cohesive content strategies aligned with marketing efforts and editorial calendars uniting and supporting season storytelling, artistic initiatives, Orchestra tours, residencies, and special projects., • Lead all media relations for The Philadelphia Orchestra, including strategy, planning, and execution to secure impactful local, national, and international coverage of performances, education programs, tours, recordings, residencies, and community partnerships., • Serve as a primary or senior spokesperson for the Orchestra, and prepare and support the Music and Artistic Director, President and CEO, and other leaders for media interviews, panels, and public appearances., • Proactively cultivate strong relationships with journalists, influencers, editors, critics, and digital media voices across arts, culture, lifestyle, philanthropy, and civic sectors., • Oversee the development of media materials, including press releases; media advisories; fact sheets; talking points; press kits; biographies; photo, audio, and video assets; and backgrounders that position the Orchestra’s work in compelling, accessible ways., • Lead crisis and issues communications for Orchestra-related matters in close coordination with the Vice President of Communications and other senior leaders, ensuring timely, authentic, and strategic responses., • Own and steward the Orchestra’s messaging architecture and editorial voice, ensuring clarity, consistency, and resonance across Orchestra-focused channels and campaigns., • Oversee Orchestra-related editorial content for digital and print platforms, including advertorial strategy, feature stories, blog posts, e-mails, institutional announcements, and select publications., • Partner with communications colleagues to align Orchestra messaging with broader institutional narratives while preserving the specificity and distinctiveness of the Orchestra brand., • Act as a key liaison with venue partners and collaborators such as the Highmark Mann Center for the Performing Arts, Saratoga Performing Arts Center, Bravo! Vail Music Festival, Carnegie Hall, and others, coordinating communications and joint promotional efforts for Orchestra activities., • Maintain and deepen partnerships with broadcast and distribution partners including but not limited to WRTI and SiriusXM, ensuring effective planning, asset delivery, and storytelling alignment., • Collaborate with Community Impact and Civic Engagement teams to amplify stories that reflect the Orchestra’s role as a convener and civic leader across Philadelphia’s diverse communities., • Lead, mentor, and develop the Orchestra communications team, fostering a collaborative, innovative, and high-performance culture grounded in the organization’s values and strategic framework., • Provide clear direction, coaching, and growth opportunities for staff responsible for media relations, social media, content creation, and communications coordination., • Manage budgets and resources for Orchestra communications initiatives, ensuring effective prioritization and strong return on investment., • 10 years of progressively responsible experience in communications, public relations, or related fields, with significant leadership responsibility within a complex organization; experience in orchestral management or cultural sector strongly preferred., • Bachelor’s degree in communications, public relations, journalism, marketing, music, arts administration, or a related field required; an advanced degree is a plus or an equivalent combination of education and experience., • Deep knowledge of classical music and the orchestral field, or a demonstrated ability to quickly acquire such knowledge, and a passion for the mission of The Philadelphia Orchestra., • Demonstrated success developing and executing integrated communications strategies that combine media relations, digital communications, and content storytelling to drive awareness, engagement, and brand reputation., • Deep fluency in contemporary and emerging digital communications trends, including social platforms, video and audio storytelling, influencer and creator ecosystems, audience development strategies, and analytics-informed decision-making., • Proven ability to serve as a trusted advisor to executives and artistic leaders, with excellent judgment, discretion, and political acumen., • Exceptional writing, editing, digital acumen, and storytelling skills, with a portfolio demonstrating work across multiple formats and platforms (press materials, speeches, long- and short-form content, digital campaigns, scripts, etc.)., • Strong experience in media relations, including building relationships with top-tier reporters and editors, and securing high-impact coverage., • Demonstrated experience managing sensitive issues and messaging across a variety of stakeholders., • Routine office environment with frequent evening and weekend responsibilities in connection with concerts, events, and media opportunities., • Domestic and international travel required in connection with tours, residencies, and major institutional initiatives; valid passport required. About The Philadelphia Orchestra and Ensemble Arts Philly The Philadelphia Orchestra and Ensemble Arts Philly (POEA) brings together one of the world’s preeminent orchestras with the iconic venues that have anchored Philadelphia’s cultural life for nearly 170 years. As owner and operator of the Academy of Music, Miller Theater, and the Kimmel Center for the Performing Arts, and the programming partner for the historic Forrest Theatre, POEA serves as a cornerstone of the city’s artistic and civic identity, welcoming one million people annually to a vibrant constellation of stages across Center City. Representing both the world-renowned Philadelphia Orchestra and a dynamic roster of resident partners and visiting artists, POEA presents more than one-thousand events annually that represent a wide range of programming, including Broadway, classical, comedy, theater, jazz, dance, and family presentations, reflecting and serving the breadth of the region’s communities. Through innovative programming, robust educational initiatives, deep commitment to diverse communities, and expanding digital platforms, POEA acts as a convener and civic partner—bringing people together, fostering dialogue, and creating an expansive, inclusive future for the arts in Philadelphia and beyond. The Philadelphia Orchestra and Ensemble Arts is an equal opportunity employer. All applicants are considered for employment without attention to race, color, age, religion, sex, sexual orientation, gender identity, national origin, ethnicity, veteran or disability status. Employees are expected to be able to perform the essential duties and responsibilities of this position, with or without job modification/reasonable accommodation. If an employee believes a job modification/reasonable accommodation is needed, please contact Human Resources so that a review can be conducted. POEA strives to comply with the accommodation provisions of the Americans with Disabilities Act, Title VII of the Civil Rights Act, the Pregnant Workers Fairness Act, and other related federal, state, and local laws.

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

Job DescriptionAHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD. We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived. We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD. In this role, you will use your business savvy and industry background to accelerate AHEAD’s strategic relationship with Google Cloud Platform (GCP). You will have the opportunity to drive results and shape the future of our AHEAD–GCP partnership across all GEOs, ensuring we are tightly aligned with Google Cloud’s priorities, programs, and routes to market. As the Partner Account Manager – Google Cloud (GCP), you will create and execute joint go-to-market (GTM) plans, shape strategy, ensure consistent sales contribution, and maintain a healthy balance across AHEAD’s partner portfolio with a primary focus on our GCP alliance. You will also be responsible for leading a team of Partner Account Managers focused on developing strategic partnerships with Google Cloud and orchestrating alignment across AHEAD sales, practices, marketing, and delivery. Responsibilities • FINANCIAL / REVENUE, • Set annual and quarterly revenue, ACV, and pipeline targets for the GCP partnership, including co-sell, marketplace, and influenced revenue sourced through Google Cloud., • Develop and negotiate strategic partner investment agreements with Google Cloud (e.g., MDF, incentives, joint business plans) to contribute to AHEAD’s business development and sales growth., • Manage and report national pipeline and performance metrics for GCP, including co-sell pipeline, win rates, marketplace contribution, and profitability, providing visibility and insight to Sales and Executive Leadership to help manage the business., • Maintain deep subject matter expertise in Google Cloud Partner Advantage, co-sell, and marketplace programs to maximize incentives, rebates, and overall profitability back to the business., • Own the governance of GCP scorecards and joint business plans, ensuring AHEAD consistently meets or exceeds Google’s performance expectations for tier status, specialization, and competencies., • ALIGNMENT, • Maintain a strong working relationship with Google Cloud Partner Development Managers (PDMs), Partner Sales Managers (PSMs), Solution Architects, and Industry teams, brokering relationships between AHEAD sales teams and GCP field sellers., • Serve as the primary executive liaison between AHEAD and Google Cloud, coordinating executive briefings, bi-directional business reviews, and long-range alliance planning., • Develop AHEAD’s partner QBR messaging for Executive QBRs and Managing Director QBRs, with clear representation of GCP performance, pipeline, and strategic initiatives., • Participate in weekly cadence calls with Google Cloud and AHEAD Channel / Alliance teams to review pipeline, key pursuits, and program updates., • Lead and facilitate executive meetings, including preparing executive briefs, strategic narratives, and presentations that clearly articulate AHEAD’s value proposition on GCP and joint GTM plays., • Align closely with AHEAD Cloud & AI team to ensure solution roadmaps, reference architectures, and services offerings are tightly mapped to GCP solution areas., • Partner with AHEAD Finance and Operations to operationalize GCP programs (e.g., registration processes, funding utilization, marketplace operations, and deal-approval workflows)., • DEMAND GENERATION / PIPELINE GROWTH, • Develop compelling joint GTM plays and “stitching stories” that showcase how AHEAD integrates multiple Google Cloud services and partner solutions into business outcomes for clients., • Build and execute joint marketing campaigns with Google Cloud (events, digital campaigns, webinars, workshops, executive briefings) to generate qualified pipeline aligned to target industries and solution focus areas (e.g., Data & AI, Security, Cloud Foundation, Application Modernization)., • Leverage GCP Marketplace and co-sell programs to build and maintain a robust pipeline of enterprise opportunities, ensuring offers are well positioned, discoverable, and easy for customers to procure., • Monitor a robust GCP-focused sales pipeline and review profitability metrics such as margin percentage, incentive capture, and coverage across territories, making recommendations to improve performance., • Work with regional sales leadership and field sellers to drive teaming agreements with Google Cloud account teams on strategic pursuits, ensuring clear roles, value propositions, and close plans., • Collaborate with AHEAD’s Executive Briefing Center (EBC) and technical labs to ensure the latest GCP products, reference architectures, and joint solutions are showcased in demos, POVs, and customer workshops., • Ensure AHEAD receives its fair share of GCP demand generation activities and marketing development funds (MDF) by proactively identifying opportunities, submitting proposals, and ensuring flawless execution., • Drive strong pre- and post-event discipline, ensuring field alignment before events (target accounts, messaging, meeting objectives) and structured follow-up motion after events to convert interest into pipeline and bookings. Qualifications • Minimum of 10 years in Partner Management or Sales, with at least 5 years working directly with GCP., • Minimum of 5 years in the IT system integrator, reseller, or ISV industry, preferably in roles that include partner management, channel sales, or cloud-focused GTM., • Bachelor’s degree in Business Administration, Computer Science, Information Systems, or related field., • Master’s degree in Business Administration or Information Technology preferred., • Direct experience managing or co-selling through Google Cloud Partner Advantage, GCP Marketplace, or similar cloud marketplace / alliance programs strongly preferred., • Experience leading cross-functional teams (sales, marketing, technical, operations) in support of joint GTM and alliance growth. Knowledge, Skills, Abilities, • High-level technical knowledge of cloud infrastructure, data platforms, security, and application modernization, with a strong understanding of how these map to GCP solution areas., • Deep understanding of Google Cloud’s partner ecosystem, including Partner Advantage tiers, specializations, incentives, co-sell, and marketplace constructs., • Strong communication and executive presence, with the ability to clearly articulate complex joint value propositions to C-level audiences at both AHEAD and Google Cloud., • Exceptional relationship-building skills, with a track record of developing trusted advisor status with partner and customer stakeholders across sales, technical, product, and leadership roles., • Proven leadership skills and experience leading, coaching, and developing Partner Account Managers and cross-functional alliance teams., • Excellent presentation and storytelling skills, including experience building executive-ready decks, QBR content, and joint business plans for strategic alliances., • Ability to build net-new GTM content, plays, and enablement and distribute them effectively across AHEAD field teams and OEM partners., • Ability to collaborate internally on joint solutions and integrated offerings and roll out those solutions with multiple OEMs, with a primary focus on Google Cloud., • Strong commercial acumen with comfort structuring and negotiating complex enterprise deals involving cloud consumption, marketplace terms, and joint incentives.

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

Job Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes, • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations., • Determines Markets within Core Carrier Strategy, • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor., • Creates complete carrier submission and submits, • Obtains signed binding and notifies carriers, • Reviews binding documents for accuracy, • Contract Reviews, • Set up and maintain accurate account details, contacts, and policy information in EPIC, • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance, • Attach, organize, and name documents in EPIC, • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc., • Create activities in EPIC and assign to applicable team member, • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products., • Able to understand new technology platforms quickly., • Proficient in agency management systems (EPIC) and carrier sites., • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues., • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative, • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to solve difficult problems that are not routine, but not overly complex., • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them., • High School Diploma or equivalent experience. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), 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. WIA 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. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $66,000 to $86,600. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. #LI-MA1 Powered by JazzHR iRT7BP3SLv

Job DescriptionPenn Capital, a majority owned subsidiary of Seaport Global and a SEC registered investment adviser and manager, seeks a Research Analyst to play a key role within the portfolio team. The Research Analyst follows industry level developments and performs security level analysis to provide buy and sell recommendations regarding securities in all Penn Capital portfolios – credit and equity products. The Research Analyst collaborates with each product’s Portfolio Manager implementing the investment process. Responsibilities • Provide buy recommendations for each product utilizing credit and equity market analysis. The research process utilizes a combination of quantitative analysis (such as financial statement analysis and cash flow modeling) and qualitative analysis (such as interviewing industry management teams and understanding industry dynamics)., • Utilize credit market analysis such as cash flow modeling, liquidity analysis and covenant review to provide a Penn Risk Recommendation (PRR) independent of credit rating agency opinion., • Perform equity market analysis that utilizes credit market analysis as well as the identification of fundamental catalysts, Capital Structure Catalysts and cash flow modeling., • Demonstrate strong analytical skills, sound investment judgement, strong interpersonal skills, and a high level of energy and motivation.Qualifications:, • Bachelor’s Degree in Finance, Marketing, Business, or a related field., • Masters of Business Administration with a focus on Investment Management or Investment Banking preferred., • Chartered Financial Analyst (CFA) designation preferred., • Minimum 5 years of professional investment experience, preferably in public credit and/or equity markets., • Minimum 5 years of experience working within a “buyside” investment advisor preferred., • Demonstrated ability to effectively pitch credit and/or equity ideas to portfolio managers., • Excellent communication skills including verbal, written and presentation; ability to interact and build relationships with consultants and clients, • Ability to work as a collaborative team player, treating colleagues with the highest level of respect and professionalism., • Excellent Bloomberg and Microsoft Office (Excel, Microsoft Word, PowerPoint) skills.

Job Description Sands Investment Group (SIG), America's Fastest Growing Investment Sales Company, is officially accepting applications for the highly-selective Junior Commercial Real Estate Advisor. From mentorship to market access, SIG gives you the experience, exposure, and expert support to build a meaningful career. Junior Advisors will gain the foundational skills necessary to become successful Commercial Real Estate Investment Sales Advisor. The Junior Advisor role is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role plays, meetings, and training. Why Join SIG? Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of Investment Sales properties for private investors and institutions across the United States. Since its founding in 2010, SIG has closed over 5,350 transactions worth more than $10.1 billion in 48 states. Brokers with the company currently have over $1.5 billion in active inventory. As a leader in the industry and the first to offer true sub-product type specialization, the firm's experience in net lease, retail, office, industrial, multi-tenant, self storage and shopping center transactions is unparalleled. What You'll Do • Use proprietary and industry systems and resources to find and validate property owners, research competitors, and identify new leads and projects., • Assist with Proposals or Broker Opinion of Value (BOVs) and pull comps on deals., • Update and maintain company CRM/shared database., • Actively participate in all team huddles, meetings and trainings. Who Are You: • You are motivated by 100% commission., • You are extremely coachable, highly motivated, and fiercely competitive., • You value business ethics, The Golden Rule, and teamwork/collaboration., • You have 1+ years' experience in sales, cold-calling, or working in a professional office environment., • You are passionate about Commercial Real Estate and/or Investment Sales., • You currently hold a RE license or you are in the process of obtaining one. Office Locations: Atlanta, GA; Austin, TX; Charleston, SC; Charlotte, NC; Chicago, IL; Fort Lauderdale, FL; Los Angeles, CA; Nashville, TN; and Philadelphia, PA.

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

Job Description Job Description: * The Phlebotomist III- Float represents the face of our company to patients who come to us, both as part of their health routine or for insights into life-defining health decisions. * The Phlebotomist III- Float draws quality blood samples from patients and prepares those specimens for lab testing while following established practices and procedures. * Has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner. * Responsible in providing coverage at multiple locations for multiple roles. * Must ensure that daily activities of the Patient Service Center/Mobile/Long Term Care/In-Office Phlebotomy are completed accurately and on time. * Demonstrates Leadership Behaviors while focusing on process excellence skills and sensitivity to confidentiality and accuracy to patient information. * Successful applicants may be assigned to work and direct daily activity in a doctor's office, a patient service center, in a house call environment, long term care or as business needs dictate. * Must be able to step in for a Phlebotomist III- Float and lead one or more PSR on site. * Will be required to act as a coach, mentor, instructor, resource advisor for new employees and provide effective onboarding services to new clients * Act as point of contact to staff on site and provide regular input to the group lead or supervisor. * The Phlebotomist III- Float may also focus on working with customers who have a high complexity and/or volume practice with a specialized focus requiring outstanding phlebotomy skills. * In addition, these practices require a higher level of customer facing skills including verbal and written communications, problem solving, and collaboration with multiple functions, such as: Sales, Laboratory Testing Services, IT connectivity, Billing, and Logistics due to their specialty and or complex test orders. Qualifications: * Capable of handling multiple priorities in a high-volume setting. * High school diploma or equivalent. * Medical training: medical assistant or paramedic training preferred. * Phlebotomy certification preferred. Required in California, Nevada, and Washington. * Five years phlebotomy experience required, inclusive of pediatric, geriatric and capillary collections. * Minimum 3 years in a PSC/IOP environment preferred. * Customer service in a retail or service environment preferred. * Keyboard/data entry experience. * Shift/Time Zone: Eastern Time Zone Monday- Friday 6am-830pm; Every other Saturday Benefits: Healthcare Insurance: Synectics offers eligible employees and their dependents healthcare coverage through BlueCross BlueShield of Illinois. Eligibility begins on the 1st day of the calendar month following 60 days of continuous full time employment with Synectics. Premiums are subsidized by Synectics. Dental Insurance: Synectics offers eligible employees and their dependents a dental plan through MetLife. Eligibility begins on the 1st day of the calendar month following 60 days of continuous full time employment with Synectics. Vision Insurance: Synectics offers eligible employees vision insurance through VSP. Eligibility begins on the 1st day of the calendar month following 60 days of continuous full time employment with Synectics.401(k) Plan: The Synectics Inc. Investment Savings Retirement Plan. Synectics offers all employees who are 21 years of age or older the opportunity to invest in the 401(k) Plan on the first enrollment date that is at least 30 days after employment begins. Enrollment dates are each January 1st, April 1st, July 1st, and October 1st. Technical Certification Bonus: Synectics is pleased to award its employees a bonus of up to $500 for an approved professional certification. In determining the bonus amount, Synectics will consider the cost of the test(s) for any certification relating to your current position, achieved during your employment with us. Only one Certification Bonus per calendar year may be awarded per employee. Only current, active employees will be eligible to receive this bonus. It will be awarded 90 days after the Synectics office has received documentation confirming the successful completion of the certification. Synectics is an equal opportunity employer. Company DescriptionSynectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunitiesSynectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities

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. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Cleveland. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service. What Will Set You Apart:, • Candidates must have a four-year degree, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.Compensation:, • Pay: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth., • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. Ownership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have o

The Manager, Medical Safety Operations, will be responsible for coordinating and managing the operational aspects and supporting the strategies of Medical Safety including the Organ Safety Advisory Panel (OSAP), Coffee Connection and other medical safety initiatives.

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory boa

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. Advanced and proven working knowledge of deposit, credit and

Choose from a wide variety of investment options through TIAA and Vanguard.

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Choose from a wide variety of investment options through TIAA and Vanguard.

Choose from a wide variety of investment options through TIAA and Vanguard.

Choose from a wide variety of investment options through TIAA and Vanguard.

Manager, Systems & Operations, City College for Municipal Employment (CCME).Reporting to the Director of the City College for Municipal Employment (CCME), the Manager of Systems & Operations plays a critical role in building, optimizing, and sustaining the infrastructure that powers CCME’s impact.

Choose from a wide variety of investment options through TIAA and Vanguard.

Choose from a wide variety of investment options through TIAA and Vanguard.

Choose from a wide variety of investment options through TIAA and Vanguard.

Choose from a wide variety of investment options through TIAA and Vanguard.