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Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • Five or more years in the financial services industry working directly with clients Preferred Qualifications: • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

HCLTech is looking for a highly talented and self- motivated Data Architect (Modern Data Platforms, Consulting & Transformation Leadership) to join it in advancing the technological world through innovation and creativity. Job Title: Data Architect-Client Delivery Head Position Type: Full-time Job ID: 106502 Location: Jersey City, NJ Detailed Job Description: At HCLTech, we supercharge progress by bringing together deep industry expertise, engineering excellence, and transformation leadership to solve complex business challenges. We are looking for a senior Data Architect with 15+ years of experience in data strategy, modernization, consulting, and client advisory to help global clients shape and execute large-scale transformation initiatives across Modern Data Platforms (Databricks/Snowflake/MS Fabric/Cloud Native). In this role, you will act as a trusted advisor to business and technology stakeholders, define transformation roadmaps, lead architecture strategy, align delivery with measurable business outcomes, and guide organizations through modernization programs that improve agility, insight, and value realization. Key Responsibilities • Serve as a strategic advisor to clients on enterprise data modernization and Modern Data Platforms (Databricks/Snowflake/MS Fabric/Cloud Native), shaping transformation roadmaps aligned to business priorities and operating models., • Lead client stakeholder engagements across business, data, digital, and technology functions to define vision, secure alignment, and drive consensus on target-state architecture and transformation direction., • Translate business objectives into data platform strategies, modernization plans, and value-focused initiatives that improve decision-making, operational efficiency, and time to insight., • Provide leadership across large transformation programs by shaping solution direction, owning service delivery, guiding delivery teams, managing architectural governance, and ensuring alignment with executive objectives., • Drive executive-level conversations on data strategy, platform investment, governance, risk, and change management to help clients realize long-term modernization outcomes., • Mentor cross-functional teams, influence senior stakeholders, and foster collaboration across consulting, delivery, engineering, and client leadership to accelerate program success., • Own business outcome orientation by defining success measures, tracking value realization, and ensuring data modernization programs deliver measurable impact for clients. What We’re Looking For • Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related field., • 15+ years of experience in data architecture, consulting, enterprise transformation, or data platform strategy roles., • Strong experience shaping modernization strategies, enterprise data roadmaps, and transformation programs across Modern Data Platforms (Databricks/Snowflake/MS Fabric/Cloud Native) in complex client environments., • Proven consulting and leadership experience in stakeholder management, executive communication, solution advisory, and large-scale program governance., • Demonstrated ability to connect data strategy and modernization initiatives to measurable business outcomes such as growth, efficiency, customer experience, risk reduction, and decision velocity., • Excellent executive presence, client relationship management, negotiation, and cross-functional leadership skills. Nice to Have • Master’s degree or advanced certification in business, technology, data, cloud, or transformation leadership disciplines., • Experience leading C-level or senior stakeholder discussions for enterprise data modernization, platform transformation, and value realization programs., • Background in industry consulting, advisory-led transformation, or managing strategic accounts in sectors such as banking, insurance, manufacturing, or healthcare., • Ability to balance strategic architecture direction with delivery oversight, organizational change, and executive-level reporting. If you are passionate about leading client transformation, shaping strategic modernization programs across Modern Data Platforms, and delivering measurable business outcomes, HCLTech would love to hear from you. Pay and Benefits Pay Range Minimum: $189,000 /Annual Pay Range Maximum: $273,000 / Annual HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to secure@hcltech.com for investigation. Compensation and Benefits A candidate’s pay within the range will depend on their work location, skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the followi14520ng benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year.

Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level. Join a firm that values your expertise, supports your independence, and provides the resources to help you scale your business and better serve your clients. What You’ll Do • Manage and grow an existing book of business while developing new client relationships, • Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions, • Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients, • Leverage firm resources, technology, and support staff to enhance your practice, • Collaborate with a team of professionals while maintaining autonomy over your business What We Offer • Competitive and flexible compensation structure designed for experienced producers, • Transition support, including assistance with book-of-business onboarding, • Access to a broad suite of financial solutions through MassMutual, • Advanced planning support and dedicated back-office resources, • Marketing support and practice development tools, • Flexible work environment with entrepreneurial independence, • Clear pathways for leadership and team-building opportunities What We’re Looking For • Proven experience as a Financial Advisor, Wealth Advisor, or similar role, • Active licenses (Series 6 or 7, Series 63/65 or 66, Life & Health), • Strong track record of client acquisition, retention, and revenue growth, • Established client relationships or transferable book of business preferred, • Entrepreneurial mindset with a desire to grow and scale a practice, • High level of professionalism, integrity, and client-first focus Why Join Lee, Nolan & Koroghlian, LLC? We offer the best of both worlds: the strength and stability of MassMutual combined with the personalized support of a local, growth-focused firm. Here, you’ll have the freedom to run your practice your way—backed by a team committed to your long-term success. If you’re ready for more control, more support, and more opportunity, let’s start the conversation. Apply today.

Location: Roseland, NJ (On-Site) The Company: Alternative Regulatory Solutions is a national financial services advisory firm serving Municipal Advisors, Bank Dealers, Broker-Dealers, and Investment Advisors. We deliver outsourced regulatory support, ongoing surveillance, and hands-on compliance services to help firms navigate FINRA, SEC and MSRB requirements with clarity and efficiency. We are growing and seeking a Managing Director level candidate with extensive experience with Municipal and other Fixed Income Products (BD) and the Registered Investment Advisor (RIA) regulatory frameworks. Familiarity with Municipal Advisors (MA) is a plus. This position will play a central role in shaping, enhancing, and scaling compliance and supervisory infrastructure across advisory activities, with meaningful responsibility for program design, regulatory interpretation, and execution. The Opportunity: The Managing Director (CCO) Role will be responsible for leading the Municipal Advisor, RIA and Broker Dealer focused compliance program at Alternative Regulatory Solutions. The position requires a professional who is comfortable operating with autonomy, managing multiple client relationships, and contributing to the continued development of the firm’s compliance platform. The ideal candidate brings strong technical judgment, practical advisory experience, and the ability to work closely with firm leadership to expand services in response to client needs and regulatory developments. Specific responsibilities include: • Serve as the primary compliance advisor for a portfolio of MA, BD, and RIA Clients., • Be available to assist staff with regards to complex questions and interpretations of MSRB, SEC, and FINRA Rules., • Partner with firm leadership to help shape and refine the firm’s MA, BD, and RIA compliance service offerings., • Support business development through subject-matter expertise, including participation in prospect discussions, client meetings, and proposal development., • Design, implement, and maintain RIA compliance programs in accordance with the Investment Advisors Act of 1940, • Draft and update written supervisory procedures, surveillance programs, compliance manuals, policies, procedures, and codes of ethics tailored to client business models., • Support clients through all phases of a FINRA or SEC examination., • Build and maintain advanced knowledge of appropriate regulatory agency policies and procedures. Key Qualifications: • Bachelor’s Degree, • 10+ years of prior financial services (MA, BD, RIA or RIC) compliance or audit experience, • Demonstrated ability to design, implement, and manage written supervisory procedures, surveillance programs, compliance manuals, policies, procedures, and codes of ethics, • Strong knowledge and understanding of MSRB, FINRA, and SEC regulations as they pertain to Municipal Securities and other Fixed Income products, • Experience serving as a primary point of contact for regulatory examinations, • Experience in dealing with cybersecurity programs and vendor management a plus, • Experience leading a team, • Proficiency in the Microsoft Office Suite including Excel, Word, PowerPoint, and Outlook, • Highly organized, adaptable, and motivated while bringing a positive attitude to solve difficult problems, • Comfortable working in a small, entrepreneurial firm setting Estimated Compensation Range: $150,000- $225,000

Litigation Attorney 💼️ Up to $180K Base + Bonus 💰Mid-Size Multi-Jurisdictional Heavyweight 🏦 New York or New Jersey Office Option📍 I am currently working with a Mid-Size Full-Service firm who are actively seeking to hire a Litigation Associate; as they look to increase headcount across the Metropolitan Area and continue their recent growth. Here are the headlines: 🏢 The Firm • Huge Eastern Presence: Join a firm that has over 175+ Attorneys across multiple office locations – including PA, NJ, NY and many more!, • Multi-Award-Winning Environment: Join a firm that has been recognized as ‘Best Place to Work’, ‘Best Law Firm’ and is Chambers Ranked as well as Martindale-Hubbell rated!, • Established Inustry Reputation: A cornerstone of the NY/NJ Legal community with a long-served client base as a result of 100+ years in the industry, • Strong Mentorship environment: Excellent Staff retention rate as a result of their investment into their people – a lot of people join as Associates and make Partner in a few years as well as multiple reviews on position/comp throughout the year 💼 Responsibilities • Lead Complex Litigation Matters - Manage a broad portfolio of complex commercial disputes, including breach of contract, shareholder disputes, business torts as well as some Civil Litigation matters, • Develop Case Strategy and Drive Outcomes -Formulate and execute litigation strategies, overseeing all phases of disputes including pleadings, discovery, motions, trial preparation, and settlement negotiations, • Courtroom Advocacy and Dispute Resolution - Lead appearances in state and federal courts, arbitration, and mediation, handling hearings, depositions, and trials with confidence and strategic insight., • Client Advisory and Relationship Management - Act as a trusted advisor to clients, providing clear, commercially focused guidance on risk, exposure, and dispute resolution strategies while building long-term client relationships. 💰 Package • Up to $180K Base, • Performance Based Bonus For a confidential and non-obligatory call to find out more about this opportunity please apply here or email your resume to elliott.Woods@wearerevolution.co and let me know when you are free for a call to discuss this in more detail.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment, • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: • Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Dental insurance, • Employee discounts, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Vision insurance, • Wellness resources Are You Skilled at Guiding Committed Prospects Across the Finish Line? This role is for the empathetic sales expert, the trusted advisor who excels in the final stages of the decision-making process. You'll engage prospects who are already warm, qualified, and seriously considering Unblinded. Your gift is building deep trust, addressing final concerns, and facilitating confident commitments. If you love translating complex value into clear action steps and celebrating client transformation, this is for you. However, if you prefer prospecting or dislike navigating nuanced decision conversations, this role won't leverage your core strengths. Who We Are: Unblinded isn't just a company; we are a global movement blending heart and strategic frameworks. We partner with individuals and organizations, from ambitious startups to Fortune 10 leaders, accelerating their results, efficiency, and human connection. Who You Are: A Master Diagnostician: You excel at understanding the prospect's specific situation, confirming needs, and ensuring our solution is the perfect fit. Trust Architect: You build deep rapport and psychological safety, allowing prospects to openly discuss hesitations and aspirations. Value Articulator: You clearly connect the dots between the prospect's goals and the tangible outcomes Unblinded delivers. Confident Guide: You navigate the closing process with clarity, addressing objections constructively and facilitating decisive action without pressure. Empathetic & Patient: You understand the significance of the commitment and support prospects through their final considerations. Detail-Oriented Closer: You ensure all administrative aspects of enrollment are handled smoothly and accurately. What You'll Do: Conduct final-stage consultations and enrollment conversations with prospects pre-qualified by our initial outreach or marketing efforts. Reconfirm alignment between prospect needs and Unblinded's programs, addressing any lingering questions or concerns. Clearly explain program specifics, investment details, and onboarding processes. Utilize Integrity-Based Human Influence principles to guide prospects to a confident "yes" decision. Manage the enrollment paperwork and transition clients effectively to our onboarding team. Provide feedback to marketing and initial sales teams on prospect quality and common decision factors. Continuously refine your consultative closing skills through dedicated training and coaching. Why This Role at Unblinded? Focus on High-Intent Prospects: Work primarily with individuals already invested in the conversation and exploring commitment. Significant Earning Potential: Strong base salary plus robust commissions tied directly to successful enrollments, plus residual income opportunities. Deep Dive Training: Master the nuances of ethical influence and consultative closing with world-class mentors. Witness Transformation: Play a pivotal role in launching clients on their journey to extraordinary results. Collaborative & Driven Culture: Be part of a team that values integrity, mastery, and celebrating client success. Qualifications: Proven success in a closing role within consultative sales environments (e.g., high-ticket coaching, SaaS, professional services). Exceptional ability to build trust and rapport in high-stakes conversations. Strong diagnostic and problem-solving skills. Experience handling objections and navigating complex decision-making processes. High emotional intelligence and outstanding communication skills. Commitment to ethical practices and alignment with Unblinded's values (Integrity, Heart, Mastery, Impact). Ready to Facilitate the "Yes"? If your passion lies in helping committed individuals take that final, transformative step, and you thrive in high-trust, high-impact conversations, we need your talent. If you prefer the thrill of the initial chase or dislike detailed closing processes, this isn't the ideal fit. Apply Now to become a key architect of client success at Unblinded.

Job DescriptionFIELD MARKETING MANAGER WHAT A DIFFERENCE At Primrose, our mission - to forge a path that leads to a brighter future for all children - is why we do what we do each day. Primrose provides a life-changing early learning experience for children and their families. We believe who children become is as important as what they know. We believe who YOU are is as important as what you know. We make every effort to ensure everyone feels they belong in our Primrose community. Our commitment to Belongingness means we seek similarities and respect differences in our unique backgrounds, life experiences and perspectives. WHAT YOU WILL DO As the Field Marketing Manager, you will serve as the primary local marketing partner for a regional portfolio of Primrose Schools franchise school locations. You will work directly with Franchise Owners to build effective annual marketing plans, make smart use of their required local marketing investment, and execute programs that drive enrollment growth in their communities. In this role, you will blend marketing expertise, relationship management, and accountability to ensure Franchise Owners have the guidance, tools, and support needed to grow their schools while maintaining brand standards. This role reports to the Senior Manager, Field Marketing. Franchisee Advisory & Plan Management • Support a regional portfolio of franchise schools as the primary day-to-day local marketing resource and trusted advisor., • Consult Franchise Owners on how to allocate their local marketing investment across digital, social media, community events, local advertising, public relations, referral generation, and grassroots outreach., • Review and approve annual and ongoing local marketing plans, ensuring strategies are market-appropriate, channel-effective, and aligned with brand expectations., • Monitor marketing spend pacing across assigned schools and proactively address underinvestment or off-track activity before compliance issues arise., • Deliver seasonal recommendations, campaign toolkits, and educational resources that keep Franchise Owners informed, engaged, and positioned for success throughout the year.Brand Compliance & Channel Quality, • Ensure local marketing activity across the assigned portfolio meets brand standards, franchise agreement requirements, and established marketing guidelines., • Review Franchise Owner-submitted creative assets, vendor selections, and event plans prior to launch, providing timely and constructive feedback., • Identify and escalate recurring concerns, brand misuse, or compliance risks to leadership and cross-functional partners in accordance with established processes., • Maintain accurate approval records, plan documentation, and compliance tracking in partnership with internal operations and support teams.Franchise Owner Relationship Management, • Build strong, trusted relationships with Franchise Owners by becoming a proactive marketing partner they rely on for guidance and support., • Conduct regular touchpoints through calls, virtual meetings, and periodic in-market visits to strengthen engagement and drive results., • Respond to Franchise Owner questions and requests with urgency and professionalism, engaging subject matter experts when specialized support is needed., • Partner with Franchise Business Consultant to drive school performance and address business needs., • Gather and share field feedback, local market insights, and successful practices with the broader marketing team to improve programs and resources systemwide. WHO WE ARE LOOKING FOR • 8+ years of marketing experience, ideally in local marketing, field marketing, franchising, or a multi-location business environment., • Strong understanding of local digital marketing channels including paid search, paid social, local SEO, Google Business Profile, and social media strategy., • Demonstrated ability to build credibility and strong working relationships with business owners, operators, or client partners., • Excellent communication and consultation skills, with the ability to translate marketing strategy into clear, practical recommendations., • Strong organizational skills with the ability to manage a high-volume portfolio, multiple priorities, and competing deadlines., • Comfort interpreting marketing performance data and using insights to guide decisions and improve outcomes., • Self-directed, proactive mindset with strong ownership and accountability for assigned markets and relationships., • Ability to travel up to 30% of the time within the assigned region for school visits, owner meetings, and local events., • Bachelors degree in Marketing, Communications, Business, or a related field.WHAT YOU WILL GET, • Commission or bonuses based on personal and company performance, • 50% tuition reimbursement for up to three children and/or one grandchild at any Primrose School, • Full-time team members are eligible for health, dental and vision insurance, • 401k with company matching up to 3.5% and company provided life insuranc, • Employee Assistance Program Flexible work from home options available.

Job DescriptionManage the Fixed Income derivative pricing/valuations function for a Global Investment Bank Responsibilities: • Perform Independent Price Verification (IPV) processes for Fixed Income products with emphasis on credit, rates and LATAM products, • Lead projects, implementing new processes, re-engineering and industrializing current processes. Ensuring handover and methodology documentation on the parameter review processes are up to date and signed off by management., • Propose innovative enhancements to valuation methodologies. Implementation through consultation with and validation from local and global risk and financial control groups., • Effectively manage relationships with Front Office, Risk and Research., • Communicate effectively with senior management the results of the IPVs and highlight ongoing issues., • Contribute to the evolution of the price verification processes. This includes identification of the instruments that create risk in the corresponding parameters and the assessment of alternative checking methods and sources. Analyze and question current processes and contribute to their improvement. Requirements: • Masters degree in Mathematics, Statistics, Engineering or Finance, • Relevant industry experience dealing with valuation and Independent Price Valuation, • In-depth Knowledge of valuation of all Fixed Income instruments including complex derivatives, swaptions, CDS, Repos, Loans, Interest Rate and Currency Swaps, Bond options, Corporate bonds and LATAM financial instruments., • Knowledge and understanding of options basics (Pricing/Models, Greeks, P&L effects, etc), • Excellent IT skills including VBA, Excel, Python, Power BI. Quick to assimilate new technology/systems and adapt into processes., • Strong written and oral communication, listening skills, • Knowledge of the best practice control framework for derivative valuation. For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Welcome to the future of cloud networking and security! Cato Networks is the first company to converge enterprise networking and security into one centralized and global service that is delivered by cloud. It is led by networking and security pioneer Shlomo Kramer (Check Point, Imperva) and early investor (Palo Alto Networks, Exabeam, Trusteer and more). Cato's unique technology inspired a brand-new product category, later named "SASE" by Gartner and a market expected to reach $28.5 billion by 2028. This is your opportunity to get on the rocket ship and join a company that is building a cutting-edge enterprise network and secure cloud platform, and is on a fast track to becoming the worldwide market leader – don't miss it! As a Cato Sr. Customer Success Manager, you will be a trusted advisor to our top customers from deployment and throughout their journey to renewal. In this role you will inspire and support customer adoption and expansion and use your customer facing and technical acumen to lead our customers to success. Curiosity - you have a desire to truly understand our customers' business needs. Creativity - you can find a sustainable path to yes. Empathy - you connect at a human level with our customers and you genuinely care Responsibilities: • Responsible for the health of the assigned accounts and ensure our customers continue to stay and grow with us and realize the full value of their investment in our technology, • Develop meaningful relationships with key stakeholders within the customer as well as Cato's teams (Sales, Customer Success, R&D and Support Engineering), • Own and orchestrate Cato's post sales motion, including conducting QBRs, product adoption maturity assessments, managing renewals and upsells Requirements: • 5+ years of experience in a Customer Success role at a high-growth SaaS software, technology vendor, or Cybersecurity company, • Experience in full commercial negotiations as well as some technical escalation, • Experience and exposure working with networking or security software solutions, • Excellent customer communication and presentation skills (ability to clearly articulate to different audiences and bring the message across in a concise, professional and compelling manner), • Ability to effectively listen and truly understand the customer needs, even if they're not effectively articulated, and find sustainable solutions, • Ability to influence and persuade at all levels and gain a 'Trusted Advisor' status with key stakeholders, • Must be very well organized and able to work effectively in a nimble and fast-paced environment, • Effective problem solver, shows ownership and wants to see issues resolved, • Comfortable working within a geographically distributed team for a hyper-growth global organization, • Must be located within the Bay Area, CA, United States, • Ability to travel up to 25% of the time Prior Experience: • Solid technology background, ideally hands-on prior experience on at least a few of the following domains:, • Routing (static, BGP, EIGRP, etc.), • Switching, • SD-WAN, • Firewalls, Proxy, • Secure Web Gateway/CASB/DLP, • Identity Management (SSO, SAML, LDAP, etc.), • Threat protection mechanisms (IPS, AM, etc.), • Load Balancing, • Networking protocol analysis (TCP, UDP, IP, ICMP, etc.), • WAN, MPLS A reasonable estimate of the salary for this role, at the time of posting, is $160,000 - $200,000. Cato operates from a high place of trust and transparency; we are happy to state the pay range for our open roles to best align with your needs. Exact compensation may vary based on skill set, experience, location, training, and certifications. If your requirements fall outside of this range, you are still welcome to apply. Cato provides a competitive salary and comprehensive benefits plan. Benefits for this role include health/vision/dental insurance, 401(k), stock options, Health Savings/Flexible Spending Accounts, flexible time-off, paid parental leave and disability benefits. As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status. #LI-MR1

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • Integrity About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description Tax Manager / Senior Tax Manager – High Net Worth Loose Hybrid 1-2 days a week in office/sometimes less | $150K–$200K + Bonus + Full Benefits We are a growing, relationship-driven advisory firm that is hiring a Tax Manager or Senior Tax Manager to join its High Net Worth practice. This is an excellent opportunity for someone who enjoys complex tax work, direct client interaction, and a collaborative culture without the burnout environment many firms have become known for. The firm operates through two highly integrated divisions: • Wealth Management, • Tax & Accounting Advisory Because of this structure, professionals work closely with financial advisors, tax specialists, and estate planning teams to deliver a true holistic client experience. The client base primarily consists of High Net Worth and Ultra High Net Worth individuals, closely held businesses, family groups, trusts, and investment entities. What You’ll Be Doing • Review and prepare complex individual tax returns (1040s), • Handle tax planning for HNW/UHNW clients, • Work with partnerships, S-Corps, trusts, and multi-entity structures, • Manage client relationships and act as a trusted advisor, • Mentor staff and assist with workflow management, • Collaborate directly with Wealth Management teams on long-term planning strategies What They’re Looking For • CPA preferred, • 5+ years of public accounting experience, • Strong background in High Net Worth / Private Client tax, • Experience with complex 1040s, K-1s, trusts, and pass-through entities, • Ability to manage client relationships independently Compensation & Benefits • Base salary ranging from $150,000–$200,000 depending on experience, • Annual bonus potential, • Full medical, dental, and vision coverage, • 401(k) with company contribution, • Generous PTO and paid holidays, • Flexible, loose hybrid schedule with strong work-life balance, • Clear path for long-term growth and leadership opportunities Why People Join This firm has built a strong reputation for maintaining a collaborative and supportive culture while still delivering sophisticated advisory services to an impressive client base. Leadership is highly approachable, teams operate with minimal micromanagement, and employees are trusted to manage their schedules like professionals. If you’re looking for a firm where you can do high-level HNW work while still maintaining balance and being part of a genuinely strong culture, this is a standout opportunity. Apply Now To apply or learn more, contact: Delano Williams Email: delano.williams@levelociti.com Let’s redefine what a fulfilling tax career looks like. To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/

Individuals calculate net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Prepares fund financial statements, audit and tax schedules. That's why our benefits are designed to help you and your family boost your health, protect your

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. JPMS, CIA and JPMorgan Chase Bank, N. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer se

Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. At Schwab, you're empowe

Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. JPMS, CIA and JPMorgan Chase Bank, N. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer se

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Prov

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a dire

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Partner with Market Executives to support high impact local programming supporting advisor performance while championing change and adoption of key Bank

BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. Minimum of 3 years of experience as a Financial

As a Talent Development Advisor for Commercial and Investment Banking within our team, you will partner with a senior Talent Advisor to support the delivery of talent management processes inclusive of talent reviews, promotion, succession planning and manager development for your aligned client segm

CFR 9) related to asset management, investment advisor, broker-dealer and fiduciary activities. Asset and Wealth Management business experience. As an Audit Manager within our Asset Management Internal Audit Team, you will plan and lead audit engagements, oversee and perform audit testing, document

This will be done with a consistent focus on relationship management, not portfolio management. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. JPMS, CIA and JPMorgan Chase Bank, N.

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

Serve as the primary compliance advisor for a portfolio of MA, BD, and RIA Clients. Design, implement, and maintain RIA compliance programs in accordance with the Investment Advisors Act of 1940. Demonstrated ability to design, implement, and manage written supervisory procedures, surveillance progr

The Broker Dealer and Investment Advisor (also referred to as Thrivent Investment Management, Inc. Lending Manager is a senior-level role responsible for the strategy, governance, and execution of Advisor and registered representative lending programs within TIMI (BD/Corporate RIA). The role serves

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Deliver personalized investment solutions to he

Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. Conduct investment product educational seminars for clients and prospects. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment ad

A private capital advisory firm in New York seeks Senior Investment Advisors to provide strategic guidance and capital advisory support. Ideal candidates will have a strong background in investment, capital markets, and mentorship.

Outbound Investment Advisor - Bilingual (Remote) We are looking for a bilingual Spanish Investment Advisor who will provide best‑in‑class financial advice and a personalized client experience on the Outbound Team of our Engagement Center, building solutions and relationships in both English and

A prominent financial institution is seeking an Investment Executive (Financial Advisor) located in Largo, Florida.

What You’ll Do (Approval-Based) Approved Investment Strategy Advisors may: Advise fund managers on portfolio construction, investment pacing, sector allocation, and risk-adjusted return strategies Support deal sponsors with capital deployment strategy, diligence oversight, and investment priorit

A leading investment advisory firm is seeking experienced investment banking professionals for ad-hoc advisory roles.

A private capital ecosystem firm seeks experienced Senior Investment Advisors to provide strategic advisory services across investment strategies and deal structures. As independent contractors, advisors will guide fund managers and investors through high-level decision-making processes. Candidates

A dynamic business incubator is seeking a remote Partnership Executive to identify and acquire new business partnerships as well as support existing ones.This commission-based role offers a starting income of $70,000 annually, with the potential to earn over $250,000 within two years.Ideal candidate

Eligible Advisory Areas Approval is granted by asset class and strategy based on experience and track record, including: Private equity and growth equity Private credit and structured finance Special situations and opportunistic investments Fund-level and portfolio-level IC review Compensation & Dea

Our client provides advisors with: Class A office facilities and operational support A robust infrastructure for compliance, marketing, and portfolio management Succession planning options for retirement or exit strategies A network of established advisors and access to extensive investor resour

Investment Executive (Financial Advisor) Indian Shores/Largo, FL Make banking a Fifth Third better. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Highly developed knowledge of the securities business, investment products and financial solutio

A leading financial advisory firm is seeking a bilingual Spanish Investment Advisor to provide exceptional financial advice and enhance client relationships.

You will assess AI's performance, evaluate investment strategies, and collaborate with AI researchers. Ideal candidates have strong investment modeling skills and relevant qualifications like CFA or MBA.

A private capital ecosystem firm is seeking Investment Strategy Advisors to provide high-level guidance in investment strategy, fund structuring, and portfolio optimization. As independent contractors, advisors will focus on strategic investment guidance without traditional employment constraints. I

Christopher Pollina works as an Independent Financial Advisor at PORTFOLIO MEDICS, LLC Join Our Firm as an Independent Financial Advisor – Build Your Practice, Your Way Are you a Series 65/66 holder with an established book of business, ready to break free from the constraints of traditional firm

BMO in Alberta seeks a Wealth Sales and Service Advisor to provide exceptional investment and wealth-related services. Responsibilities include understanding customer needs, managing transactions, and offering investment strategies.