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As the nation’s largest private employer of Registered Nurses, we’re honored by the trust of over 100,000 nurses and committed to supporting safe, high-quality care for which they can practice. That’s why more than 80% of our hospitals earn an A or B Leapfrog safety grade, rank in the top 5% nationally for patient outcomes through Health Grades, or are recognized as Magnet or Pathway to Excellence facilities. Join us! Qualified applicants are eligible for sign on bonus with approval Job Summary and Qualifications • Self/preferential scheduling posted four weeks in advance for you to have predictability in your schedule, • Culture of mutual respect and collaboration among all surgical staff, • Continuous investment in equipment including surgical instruments, devices and patient positioning for you to do your best work with patient safety and workflow efficiency in the Operating Room, • Rounding with unit leaders, including charge nurses, to ensure your voice is heard on suggestions for patient care and surgical workflow improvement, • On-call is required during select non-business hours What you will do in this role: • Evaluate patients prior to surgery, • Provide patient and family education surrounding the procedure and peri-operative process, • Assume responsibility for patient preparation, including intravenous therapy, preoperative medications, and surgical site verification, • Participate in surgical site verification, including briefing, time out, debriefing, and universal protocols, according to hospital policy, • Recognize and respond to patient emergencies, • Deliver high-quality, patient-centered care while managing evidence-based practices and continuous improvement initiatives, • Be an integral member of a dynamic interdisciplinary team – consisting of the provider(s), surgeons, surgical technologists and more, • Consistently apply the nursing process, critical thinking skills, scientific judgment, technical skills and leadership to independently deliver safe nursing care to patients, • Assess patient condition, monitor throughout your shift, and document changes in patient condition along with the care provided thoroughly, • Educate patients and families/caregivers about the patient’s medical condition, treatment and follow-up measures What qualifications you will need: • Current Florida license as Registered Nurse or Recognized Compact Licensure (subject to Florida State Licensing Requirements, including not limited to ongoing eligibility and duration provisions), • Graduate from an accredited School of Nursing, • Current Basic Cardiac Life Support (BLS) certification or must be obtained within 30 days of employment start date, • Current Advanced Cardiac Life Support (ACLS) certification or must be obtained within 30 days of employment start date Benefits HCA Florida Northwest Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: • Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services, • Wellbeing support, including free counseling and referral services, • Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence, • Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling, • Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing, • Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts _ Note: Eligibility for benefits may vary by location. "There is so much good to do in the world and so many different ways to do it."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder HCA Florida Northwest Hospital is a 289-bed medical center. Incorporating the latest technology in healthcare drives our results. We have been granted the Gold Seal of Approval™ from the Joint Commission. This proves our commitment to high performance and level of service. We are certified by the Joint Commission as a primary stroke center. We uphold the highest standards in patient care. We also remain an accredited chest pain center by the American College of Cardiology. We handle patients with care and urgency. We are proudly known as a Comprehensive Bariatric Center of Excellence. Our accolades speak for themselves. We continue growing to meet the needs of the community we serve. We have expanded capabilities in emergency and critical care. Our services go above and beyond. Additional growth includes women’s and children’s services. We hold the only Level III NICU in northern Broward County. The breadth of our service lines translates to better patient care. This means increased professional opportunities for our colleagues. Join a dynamic team of dedicated healthcare professionals. Explore your growth potential. HCA Healthcare has been recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. Be a part of an organization that leverages our size to make a real impact in our industry! Our Talent Acquisition team is reviewing applications for our CVOR Registered Nurse opening. Submit your application today and help advance the practice of nursing. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

As a PRN OR RN, your voice to influence patient care is valued and empowered at every turn –whether through open, collaborative relationships with your direct manager or more formal opportunities through hospital councils and national nursing initiatives. You'll help shape decisions that elevate both patient outcomes and the future of nursing. Job Summary and Qualifications Position Details: • Self/preferential scheduling posted four weeks in advance for you to have predictability in your schedule, • Culture of mutual respect and collaboration among all surgical staff, • Continuous investment in equipment including surgical instruments, devices and patient positioning for you to do your best work with patient safety and workflow efficiency in the Operating Room, • Rounding with unit leaders, including charge nurses, to ensure your voice is heard on suggestions for patient care and surgical workflow improvement, • On-call is required during select non-business hours What you will do in this role: • Evaluate patients prior to surgery, • Provide patient and family education surrounding the procedure and peri-operative process, • Assume responsibility for patient preparation, including intravenous therapy, preoperative medications, and surgical site verification, • Participate in surgical site verification, including briefing, time out, debriefing, and universal protocols, according to hospital policy, • Recognize and respond to patient emergencies, • Deliver high-quality, patient-centered care while managing evidence-based practices and continuous improvement initiatives, • Be an integral member of a dynamic interdisciplinary team – consisting of the provider(s), surgeons, surgical technologists and more, • Consistently apply the nursing process, critical thinking skills, scientific judgment, technical skills and leadership to independently deliver safe nursing care to patients, • Assess patient condition, monitor throughout your shift, and document changes in patient condition along with the care provided thoroughly, • Educate patients and families/caregivers about the patient’s medical condition, treatment and follow-up measures What qualifications you will need: • Advanced Cardiac Life Spt must be obtained within 30 days of employment start date, • Basic Cardiac Life Support must be obtained within 30 days of employment start date, • PALS Pediatric Adv Life Supt must be obtained within 30 days of employment start date, • (RN) Registered Nurse, • Associate in Nursing Degree required, • 1 year of OR RN experience required Benefits HCA Florida University Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: • Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services, • Wellbeing support, including free counseling and referral services, • Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence, • Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling, • Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing, • Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts _ Note: Eligibility for benefits may vary by location. "Nurses are essential to the delivery of healthcare and serve as its foundation. At HCA Healthcare, we are committed to equipping nurses with the tools and resources they need to deliver exceptional patient care, championing the profession, and supporting the advancement of nursing’s future." Erica Rossitto, MBA/HCM, BSN, RN, NEA-BC Senior Vice President and Chief Nurse Executive HCA Healthcare HCA Florida University Hospital is a 165 bed hospital. We serve Davie and the surrounding communities in Broward County, FL. We opened in 2021, have 600 colleagues and over 750 physicians. We have a full range of healthcare services. We use technology to deliver great patient experiences. We have a 24/7 emergency department, maternity and orthopedics. We have oncology, neurosciences and diagnostic services. We offer robotic and minimally invasive surgical services. We offer all private patient rooms. We are located next to Nova Southeastern University. HCA Healthcare has been recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. If this opportunity is your next step in your career path, we encourage you to apply for our PRN OR RN opening. We review all applications. Qualified candidates will be contacted by a member of our team. We are interviewing, apply today! We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Strong staffing Support when it matters most. Technology and tools that streamline patient monitoring and communication to help you work more efficiently. Robust supply chains to keep you fully equipped. Ongoing clinical education to improve your skills. As a Registered Nurse at HCA Florida Westside Hospital, you’ll have all the staffing support, technology and resources you need to deliver safe, high-quality care—so you can focus on what you do best. Job Summary and Qualifications Position Details: • Self/preferential scheduling posted four weeks in advance for you to have predictability in your schedule, • Culture of mutual respect and collaboration among all surgical staff, • Continuous investment in equipment including surgical instruments, devices and patient positioning for you to do your best work with patient safety and workflow efficiency in the Operating Room, • Rounding with unit leaders, including charge nurses, to ensure your voice is heard on suggestions for patient care and surgical workflow improvement, • On-call is required during select non-business hours What you will do in this role: • Evaluate patients prior to surgery, • Provide patient and family education surrounding the procedure and peri-operative process, • Assume responsibility for patient preparation, including intravenous therapy, preoperative medications, and surgical site verification, • Participate in surgical site verification, including briefing, time out, debriefing, and universal protocols, according to hospital policy, • Recognize and respond to patient emergencies, • Deliver high-quality, patient-centered care while managing evidence-based practices and continuous improvement initiatives, • Be an integral member of a dynamic interdisciplinary team – consisting of the provider(s), surgeons, surgical technologists and more, • Consistently apply the nursing process, critical thinking skills, scientific judgment, technical skills and leadership to independently deliver safe nursing care to patients, • Assess patient condition, monitor throughout your shift, and document changes in patient condition along with the care provided thoroughly, • Educate patients and families/caregivers about the patient’s medical condition, treatment and follow-up measures What qualifications you will need: • Advanced Cardiac Life Spt must be obtained within 30 days of employment start date, • Basic Cardiac Life Support must be obtained within 30 days of employment start date, • (RN) Registered Nurse, • Associate Degree in Nursing required, • 1 year of experience required Benefits HCA Florida Westside Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: • Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services, • Wellbeing support, including free counseling and referral services, • Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence, • Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling, • Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing, • Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts _ Note: Eligibility for benefits may vary by location HCA Florida Westside Hospital is a 250-bed medical center and healthcare complex. Our facility was founded in 1974. We offer the latest in minimally invasive spine and colorectal surgery. We are one of nine Joint Commission-certified centers in the United States for minimally invasive colorectal surgery. Our Comprehensive Stroke Center is certified by the Agency for Health Care Administration (ACHA). We are certified as a Thrombectomy Capable Center by the Joint Commission. We are a teaching and research facility. We offer Graduate Medical Education (GME) programs in podiatry, surgery, and internal medicine. We are committed to expanding and improving every facet of the organization. We devote significant time and resources to enhancing our facility, staff, and medical care. Our medical services and compassionate care, illustrate why we are one of the leading healthcare facilities in South Florida. At HCA Florida Westside Hospital, we care like family! Join our family-oriented team of more than 1,200 professionals and nearly 750 physicians. HCA Healthcare has been recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Nurses are essential to the delivery of healthcare and serve as its foundation. At HCA Healthcare, we are committed to equipping nurses with the tools and resources they need to deliver exceptional patient care, championing the profession, and supporting the advancement of nursing’s future." Erica Rossitto, MBA/HCM, BSN, RN, NEA-BC Senior Vice President and Chief Nurse Executive HCA Healthcare If growth and continued learning is important to you, we encourage you to apply for our PRN Endoscopy RN opening. Our team will promptly review your application. Highly qualified candidates will be contacted for interviews. Unlock the possibilities apply today! We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Do you have the PRN career opportunities as a PRN Endoscopy RN you want with your current employer? We have an exciting opportunity for you to join HCA Florida University Hospital which is part of the nation's leading provider of healthcare services, HCA Healthcare. Job Summary and Qualifications Position Details: • Self/preferential scheduling posted four weeks in advance for you to have predictability in your schedule, • Culture of mutual respect and collaboration among all surgical staff, • Continuous investment in equipment including surgical instruments, devices and patient positioning for you to do your best work with patient safety and workflow efficiency in the Operating Room, • Rounding with unit leaders, including charge nurses, to ensure your voice is heard on suggestions for patient care and surgical workflow improvement, • On-call is required during select non-business hours What you will do in this role: • Evaluate patients prior to surgery, • Provide patient and family education surrounding the procedure and peri-operative process, • Assume responsibility for patient preparation, including intravenous therapy, preoperative medications, and surgical site verification, • Participate in surgical site verification, including briefing, time out, debriefing, and universal protocols, according to hospital policy, • Recognize and respond to patient emergencies, • Deliver high-quality, patient-centered care while managing evidence-based practices and continuous improvement initiatives, • Be an integral member of a dynamic interdisciplinary team – consisting of the provider(s), surgeons, surgical technologists and more, • Consistently apply the nursing process, critical thinking skills, scientific judgment, technical skills and leadership to independently deliver safe nursing care to patients, • Assess patient condition, monitor throughout your shift, and document changes in patient condition along with the care provided thoroughly, • Educate patients and families/caregivers about the patient’s medical condition, treatment and follow-up measures What qualifications you will need: • Advanced Cardiac Life Spt must be obtained within 30 days of employment start date, • Basic Cardiac Life Support must be obtained within 30 days of employment start date, • PALS Pediatric Adv Life Supt must be obtained within 30 days of employment start date, • Registered Nurse Diploma, • Must have surgical services experience as a RN ; Endo experience preferred Benefits HCA Florida University Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include some or all of the following: • Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services, • Wellbeing support, including free counseling and referral services, • Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence, • Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling, • Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing, • Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts _ Note: Eligibility for benefits may vary by location and position. HCA Florida University Hospital is a 165 bed hospital. We serve Davie and the surrounding communities in Broward County, FL. We opened in 2021, have 600 colleagues and over 750 physicians. We have a full range of healthcare services. We use technology to deliver great patient experiences. We have a 24/7 emergency department, maternity and orthopedics. We have oncology, neurosciences and diagnostic services. We offer robotic and minimally invasive surgical services. We offer all private patient rooms. We are located next to Nova Southeastern University. HCA Healthcare has been recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Bricks and mortar do not make a hospital. People do."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our PRN Endoscopy RN opening. We review all applications. Qualified candidates will be contacted for interviews. Unlock the possibilities and apply today! We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

* You must have an active Series 7 license for this position to be considered * Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. * You must have an active Series 7 license for this position to be considered * About You · Two or more years of client-facing experience · REQUIRED: FINRA Series 7/63 and 65 or 66 · Experience in Center of Influence marketing · Excellent communications and persuasion skills · Self-motivated, high energy · Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Cross Keys Capital, LLC is a nationally recognized middle-market investment bank specializing in merger and acquisition advisory services for privately held companies. Headquartered in Fort Lauderdale, Florida, the firm has advised on more than 200 transactions since 2010. Our Healthcare Services team has deep experience advising independent physician practices and other healthcare organizations on strategic transactions. Cross Keys Capital offers a collaborative and entrepreneurial environment where professionals work closely with senior bankers and clients throughout all stages of the transaction process. Position Overview: The Analyst is a core member of our middle-market healthcare investment banking practice, responsible for the financial analysis, research, and transaction support that underpin every client engagement. Analysts work directly with Associates, Vice Presidents, Directors, and Managing Directors to deliver advisory services to healthcare organizations, physician groups, healthcare services companies, and related businesses across mergers and acquisitions (M&A) and other strategic advisory engagements. This position is intended for a candidate with one to three years of prior healthcare investment banking, healthcare transaction advisory, or comparable healthcare finance experience who is prepared to operate with meaningful independence on modeling, diligence, and process management responsibilities. The ideal candidate combines rigorous technical and analytical capabilities with strong written and verbal communication skills, exceptional attention to detail, and a genuine interest in the healthcare industry and the firm's continued growth. Location: Fort Lauderdale, Florida — This is an in-office position based in Cross Keys Capital's Fort Lauderdale office. Candidates must be based in South Florida or willing to relocate to the area. Key Responsibilities: Financial Analysis & Valuation • Build, maintain, and audit detailed financial models., • Prepare valuation analyses using comparable public company and precedent transactions and clearly articulate the drivers and conclusions of that work., • Analyze historical and projected financial performance, normalize earnings and adjusted EBITDA, and identify the operational and reimbursement dynamics driving results., • Ensure the accuracy, internal consistency, and defensibility of all quantitative work product prior to review by senior team members. Transaction Execution • Support all aspects of transaction execution, including financial modeling, valuation analysis, due diligence, preparation of marketing materials, buyer and investor outreach, and coordination among clients, counterparties, and other advisors., • Draft confidential information memoranda, management presentations, teasers, board materials, and other transaction-related documents., • Manage buyer and investor tracking, outreach logs, and status reporting, and maintain virtual data rooms and diligence request lists throughout live processes., • Coordinate diligence responses among clients, legal counsel, quality of earnings providers, and other advisors, escalating issues to the deal team promptly and with a recommended course of action., • Assist in meeting transaction milestones, timelines, and deliverables efficiently and accurately. Client Support • Prepare accurate, well-organized materials and analyses that support client decision-making throughout the transaction process., • Participate in client calls and meetings, take clear notes, and complete follow-up items on a timely basis., • Develop a working familiarity with client operations, financial reporting, and strategic objectives in order to anticipate the information the deal team will need. Business Development • Support senior bankers in identifying, developing, and pursuing new business opportunities., • Prepare pitch materials, industry analyses, market maps, valuation benchmarking, and client proposals., • Conduct target screening and company profiling to support origination efforts across healthcare subsectors., • Attend industry conferences, networking events, and client meetings as appropriate. Industry Research & Expertise • Maintain current knowledge of healthcare industry trends, reimbursement developments, regulatory changes, valuation trends, and transaction activity., • Track and summarize relevant M&A activity, financing activity, and healthcare company performance across the firm's coverage areas., • Contribute research and analysis that supports the firm's industry expertise and competitive positioning. Marketing & Firm Development • Provide active support and initiative in the marketing of the firm's existing and emerging service offerings., • Assist in developing thought leadership, industry content, and case studies designed to expand the firm's market presence and brand recognition., • Maintain internal databases, transaction records, and marketing materials so that firm credentials remain accurate and current. Professional Development & Relationship Building • Build and maintain professional relationships with counterparties, advisors, and industry contacts encountered through live engagements., • Seek and apply feedback from senior team members, and take ownership of continued technical and professional development., • Contribute to a collaborative, high-performance culture focused on excellence and client service, including supporting the training of new Analysts and interns. Compliance • Ensure all activities are conducted in accordance with applicable regulatory requirements, firm policies, and compliance standards., • Maintain the highest standards of professionalism, integrity, and confidentiality in all client and firm interactions. Qualifications and Experience: Education & Experience • Bachelor's degree in finance, accounting, economics, business, or a related field; strong academic record required., • One to three years of experience in investment banking, transaction advisory, valuation, corporate development, commercial banking, or a comparable analytical finance role., • Prior exposure to healthcare services, physician practices, provider organizations, or related subsectors required., • FINRA Series 79 license, or willingness to obtain them within the firm's prescribed timeframe. Technical Skills • Advanced proficiency in Microsoft Excel, including the construction and auditing of complex financial models, and advanced proficiency in Microsoft PowerPoint., • Working knowledge of accounting and financial statement analysis, valuation methodologies, and transaction structures., • Familiarity with financial, market data resources and CRM’s such as Capital IQ, Deal Cloud, Apollo. Personal Attributes • Exceptional attention to detail and a commitment to producing accurate, polished work product., • Strong written and verbal communication skills, with the ability to present analyses clearly to senior professionals and clients., • Effective organizational and project management skills, with the ability to manage multiple engagements and competing deadlines in a deadline-driven environment., • Sound judgment, intellectual curiosity, and a proactive, ownership-oriented approach to responsibilities., • Willingness to travel for client meetings, management presentations, and industry events as required. Note: CKC management may change or add to the responsibilities at any time.

StevenDouglas has been exclusively retained by an emerging family office in Broward County to hire an Analyst as the third member of its investment team. About our client Our client partners with founder-led businesses across the middle and lower middle market. They invest their own capital and syndicate alongside high-net-worth individuals, family offices, and professional athletes. That independence lets them move quickly and pursue deals a traditional fund mandate would screen out. In a given week the firm may be working an acquisition, a sell-side process, a real estate transaction, and a capital raise at the same time. The opportunity You will report to the firm's Associate, whom we placed with this client, and work directly alongside the Founder. This is deliberately broad rather than specialized: you will sit in diligence calls, draft the LOI, build the model the lender sees, and then go help solve whatever the portfolio company needs that week. What you'll do • Build financial models to evaluate acquisitions — cash flow, capital structure, return drivers, • Support deal execution end to end: screening, diligence, LOIs, coordinating advisors, driving to close, • Perform financial and operational due diligence, including normalizing unaudited, closely held records, • Prepare lender and investor materials: debt financing models, decks, transaction summaries, • Work hands-on with portfolio company management on reporting, add-on integration, and operations What we're looking for • 1 to 2 years post-undergrad in investment banking, private equity, a family office, M&A or management consulting, transaction advisory / financial due diligence, or public accounting, • Strong finance and accounting fundamentals — cash flow modeling is the key technical skill for this seat, • Comfort with messy, incomplete, or closely held financials, and the judgment to know what matters in them, • Bachelor's in finance, accounting, economics, or related. CPA or CFA progress welcome, not required, • Clear communication and a bias toward action Compensation and growth Competitive base plus performance bonus, co-investment opportunities, potential carried interest as the role progresses, and relocation assistance for the right out-of-market candidate. A defined path to Associate as the platform scales.

Job Summary Provenance Wealth Advisors is seeking a CRM & Business Systems Administrator to serve as the firm's subject matter expert for Practifi, Salesforce, and other core business applications. This role is responsible for administering, optimizing, troubleshooting, and continuously improving the technology platforms that support our advisors, operations, and business functions. The ideal candidate combines strong CRM and business systems experience with excellent problem-solving skills and a passion for improving processes, user adoption, data integrity, reporting capabilities, and operational efficiency. Working closely with stakeholders across the firm, this individual will identify opportunities for enhancement, manage system configurations, support integrations, resolve platform-related issues, and help ensure our technology ecosystem effectively supports business growth and exceptional client service. Job Duties and Responsibilities CRM & Business Systems Administration • Serve as the primary administrator and subject matter expert for Practifi, Salesforce, and other core business applications utilized by the firm., • Configure and maintain system settings, workflows, dashboards, reports, user permissions, page layouts, fields, and related platform functionality., • Monitor and improve data quality, data governance standards, and overall system integrity., • Troubleshoot system issues, identify root causes, coordinate vendor support when necessary, and implement practical solutions., • Partner with business users to identify opportunities for workflow enhancements, automation, process improvements, and increased platform utilization., • Support user setup, access management, security permissions, and role-based access requirements., • Assist with data imports, exports, validation efforts, data cleanup initiatives, and reporting requests., • Support integrations between business systems and help resolve synchronization, reporting, and workflow-related issues., • Evaluate and recommend platform enhancements, new functionality, and best practices to improve operational efficiency and user experience., • Develop and maintain system documentation, procedures, standards, and knowledge resources. Business Applications & Technology Platform Support • Support the administration, maintenance, optimization, and adoption of key business applications and technology platforms across the firm., • Assist with technology initiatives involving Microsoft 365, Teams, SharePoint, Power BI, DocuSign, custodial platforms, financial planning applications, and future systems adopted by the firm., • Develop, maintain, and enhance standard and ad hoc reports, dashboards, data extracts, and operational reporting solutions., • Assist with system configuration updates, workflow maintenance, business process improvements, and platform enhancements., • Coordinate testing, validation, user feedback, documentation, and post-implementation support for system upgrades, releases, and new solutions., • Research system capabilities, product updates, and best practices to identify opportunities for improvement., • Track technology issues, enhancement requests, vendor follow-up items, and project-related activities to support timely resolution and communication., • Collaborate with Operations, Compliance, Advisory, Investment, and other business teams to improve workflows and reduce manual processes., • Assist with vendor management activities, support cases, implementation efforts, and technology-related initiatives. Reporting, Data Management & Process Improvement • Develop and maintain reports, dashboards, and data-driven insights to support business decision-making., • Identify opportunities to improve reporting capabilities, data visibility, and operational effectiveness., • Support data governance initiatives and help establish standards for data accuracy, consistency, and integrity., • Analyze business processes and recommend technology-driven solutions to increase efficiency and scalability., • Partner with department leaders to document workflows, reporting needs, business requirements, and process improvement opportunities., • Support firmwide initiatives focused on operational excellence, technology adoption, and continuous improvement. AI, Automation & Innovation • Support the firm's AI and automation initiatives through platform adoption, user support, testing, documentation, and training efforts., • Identify opportunities to improve operational efficiency through automation, reporting enhancements, and approved technology solutions., • Assist with the development of user resources, templates, training materials, and best practices related to approved AI and automation tools., • Research emerging technologies and make recommendations that may improve productivity, reporting, client service, or employee experience., • Participate in the evaluation, testing, and implementation of new technology solutions and enhancements., • Support established technology governance practices, usage standards, and related procedures. Training, Support & User Adoption • Serve as a trusted resource and primary point of contact for business system questions, troubleshooting, workflow guidance, and user support., • Provide end-user support for CRM, business applications, reporting platforms, and other approved technology solutions., • Develop and deliver training sessions, system demonstrations, and educational materials to improve user knowledge and platform adoption., • Create and maintain reference guides, procedural documentation, FAQs, and other support resources., • Assist employees and managers in understanding system functionality, reporting capabilities, and business process best practices., • Communicate system updates, enhancements, process changes, and platform improvements clearly and effectively., • Gather user feedback and identify opportunities to improve training resources, user experience, and overall platform adoption. Project Coordination & Technology Initiatives • Assist with planning, coordinating, documenting, and supporting technology projects and operational improvement initiatives., • Maintain project action items, timelines, status updates, risks, dependencies, and implementation activities., • Coordinate testing efforts, collect user feedback, document findings, and support rollout activities., • Work with department leaders to define system requirements, reporting needs, and technology objectives., • Support new system implementations, platform enhancements, workflow redesigns, and other technology-related initiatives., • Perform additional duties and special projects as assigned. Qualifications Required • Bachelor's degree or equivalent combination of education and relevant experience., • 3+ years of experience supporting, administering, or optimizing CRM platforms, business systems, or technology applications., • Salesforce experience., • Experience with Practifi or another Salesforce-based CRM platform., • Experience troubleshooting business system issues and working with software vendors to resolve complex problems., • Strong understanding of reporting, dashboards, workflows, user permissions, and business process improvement., • Strong analytical, organizational, and problem-solving skills., • Ability to communicate technical concepts effectively to non-technical users., • Experience developing system documentation, procedures, training materials, and user guides. Preferred • Practifi experience within a wealth management, RIA, financial services, banking, or related environment., • Experience with Microsoft 365, SharePoint, Teams, Power BI, DocuSign, and workflow automation tools., • Experience supporting integrations between CRM and other business applications., • Experience leading or supporting technology adoption, system enhancement, or process improvement initiatives. Employment Details Seniority Level Associate Industry Financial Services Employment Type Full-Time Workplace Type Hybrid / Remote

InSite Group is an innovative real estate investment and development firm with nearly 30 years of proven success. Known for reimagining development, asset management and hospitality, we bring a forward-thinking, strategic mindset to every project which exemplifies our core values. With a track record built on vision, excellence, and execution, we’ve earned a reputation for turning opportunities into thriving, high-performing assets. InSite Group is seeking a hands-on Director of Finance to oversee finance and accounting for its corporate, real estate development, and property operations. This position is responsible for financial reporting, budgeting and forecasting, treasury, internal controls, audits, compliance, and oversight of property-level accounting. The Director will establish, document, and enforce consistent financial processes across the organization while providing timely, accurate information and practical financial guidance to ownership and operating teams. Key Responsibilities • Oversee accounting and financial reporting for corporate, real estate development, and property operations., • Manage the monthly, quarterly, and annual close processes and ensure accurate and timely financial statements., • Establish, document, implement, and enforce accounting policies, procedures, approval requirements, and internal controls., • Oversee property financial performance, including revenue, expenses, payroll, purchasing, cash controls, departmental results, and balance-sheet accounts., • Lead annual budgeting, periodic forecasting, cash-flow planning, and variance analysis., • Oversee treasury functions, banking relationships, liquidity, payments, wires, and account controls., • Develop and manage internal audit and property-level financial review programs., • Coordinate external audits, tax filings, lender reporting, and other third-party financial reviews., • Track audit findings and ensure timely completion of corrective actions., • Monitor compliance with loan documents, management and franchise agreements, ownership requirements, and applicable regulations., • Evaluate and improve accounting systems, reporting tools, workflows, and financial processes., • Manage and develop corporate and property-level accounting personnel and outsourced providers., • Provide ownership and senior leadership with concise, decision-oriented financial reporting and analysis. Qualifications • Bachelor’s degree in accounting, finance, or a related field; CPA preferred., • Significant finance and accounting leadership experience in real estate development and operations; hotel finance and accounting experience preferred., • Strong knowledge of GAAP, financial reporting, budgeting, forecasting, cash management, controls, and audits., • Demonstrated ability to establish and enforce effective financial processes and accountability., • Experience overseeing internal and external audits, tax coordination, lender reporting, and multiple operating entities., • Strong analytical, leadership, communication, and problem-solving skills., • High level of integrity, discretion, attention to detail, and professional judgment.

Cross Keys Capital, LLC is a nationally recognized middle-market investment bank specializing in merger and acquisition advisory services for privately held companies. Headquartered in Fort Lauderdale, Florida, the firm has advised on more than 200 transactions since 2010. Our Healthcare Services team has deep experience advising independent physician practices and other healthcare organizations on strategic transactions. Cross Keys Capital offers a collaborative and entrepreneurial environment where professionals work closely with senior bankers and clients throughout all stages of the transaction process. Healthcare Investment Banking Vice President Role Overview and Key Responsibilities POSITION OVERVIEW: The Vice President (VP) is a senior leadership position within our middle-market healthcare investment banking practice, responsible for leading transaction execution, managing client relationships, supporting business development initiatives, and mentoring junior professionals. The VP will work closely with Managing Directors and Directors to deliver exceptional advisory services to healthcare organizations, physician groups, healthcare services companies, and related businesses across mergers and acquisitions (M&A), capital raising, partnerships, restructurings, and other strategic advisory engagements. The ideal candidate combines strong technical and analytical capabilities with excellent communication skills, project management expertise, and a commitment to developing client relationships and expanding the firm's market presence. Location: Fort Lauderdale, Florida — This is an in-office position based in Cross Keys Capital's Fort Lauderdale office. Candidates must be based in South Florida or willing to relocate to the area. KEY RESPONSIBILITIES: Transaction Execution • Lead and manage all aspects of transaction execution, including financial modeling, valuation analysis, due diligence, preparation of marketing materials, buyer and investor outreach, and coordination among clients, counterparties, and other advisors., • Serve as the day-to-day leader on active engagements, ensuring transaction milestones, timelines, and deliverables are achieved efficiently and accurately., • Review and oversee the preparation of financial analyses, presentations, confidential information memoranda, management presentations, and other transaction-related materials. Client Management • Serve as a primary point of contact for clients, maintaining consistent communication and providing strategic guidance throughout the transaction process., • Develop trusted relationships with executives, shareholders, boards, and other key stakeholders., • Assist clients in evaluating strategic alternatives and navigating complex transaction-related decisions. Business Development • Support senior bankers in identifying, developing, and pursuing new business opportunities., • Participate in the preparation and presentation of pitch materials, industry analyses, and client proposals., • Represent the firm at industry conferences, networking events, and client meetings. Team Leadership • Mentor, train, and supervise Associates, Analysts, and other junior professionals., • Provide guidance on financial analyses, valuation work, presentation development, transaction processes, and professional development., • Foster a collaborative, high-performance culture focused on excellence and client service. Industry Expertise • Maintain current knowledge of healthcare industry trends, reimbursement developments, regulatory changes, valuation trends, and transaction activity., • Provide insightful market intelligence and thought leadership to clients and colleagues., • Contribute to the firm's industry expertise and competitive positioning. Marketing & Firm Development • Provide active leadership, support, and initiative in the marketing of the firm's existing and emerging service offerings., • Assist in developing thought leadership, industry content, and strategic initiatives designed to expand the firm's market presence and brand recognition., • Identify opportunities to expand the firm's relationships, capabilities, and presence within new healthcare subsectors and adjacent industry verticals. Professional Development & Relationship Building • Build and maintain strong relationships with referral sources, including attorneys, accountants, quality of earnings (QoE) providers, lenders, wealth advisors, consultants, and other professional service providers., • Actively cultivate a network of industry contacts that can generate future transaction opportunities and strategic partnerships. Compliance • Ensure all activities are conducted in accordance with applicable regulatory requirements, firm policies, and compliance standards., • Maintain the highest standards of professionalism, integrity, and confidentiality in all client and firm interactions. QUALIFICATIONS AND EXPERIENCE: Education & Experience • Bachelor's degree in finance, accounting, economics, business, or a related field; strong academic record required. MBA, CFA, or CPA is a plus., • Five to seven years of investment banking, transaction advisory, or comparable corporate finance experience., • Meaningful healthcare M&A experience, including direct experience with physician practices and physician practice management transactions., • Demonstrated track record of leading sell-side M&A engagements from initial preparation through closing., • Experience supervising, training, and developing Associates and Analysts., • FINRA Series 79 license required, or willingness to obtain them within the firm's prescribed timeframe. Technical Skills • Expert command of financial modeling and valuation methodologies, with the ability to review and challenge the work of junior professionals., • Working knowledge of healthcare reimbursement models, regulatory considerations, and the operating and financial drivers of healthcare businesses., • Advanced proficiency in Microsoft Excel and PowerPoint, and familiarity with financial and market data resources and CRM tools such as Capital IQ, Apollo and Deal Cloud., • Command of transaction structures, purchase agreements, and diligence processes sufficient to guide clients through negotiation and closing. Personal Attributes • Exceptional written and verbal communication skills, with the executive presence to lead client, board, and counterparty discussions., • Strong project management skills and the ability to run multiple live engagements simultaneously in a deadline-driven environment., • Sound judgment, discretion, and a commitment to the highest standards of integrity and confidentiality., • Entrepreneurial orientation, with a demonstrated interest in cultivating referral sources and contributing to the growth of the firm., • Collaborative leadership style and a genuine commitment to mentoring junior professionals., • Willingness to travel for client meetings, management presentations, and industry events as required. Note: CKC management may change or add to the responsibilities at any time.

Shaw Search Partners is proud to lead the retained search for a high-growth, private equity-backed company in the hospitality and marketing technology space who is seeking a commercially minded, relationship-oriented Director of Corporate Development to help drive its acquisition strategy. Working closely with executive leadership and the company’s private equity partner, this individual will identify attractive acquisition opportunities, map the market, develop relationships with founders and industry leaders, and build a strong global pipeline of potential targets. The ideal candidate will combine strategic and financial acumen with strong executive presence, high EQ and a natural ability to build relationships. Key Responsibilities • Partner with executive leadership and the private equity sponsor to translate M&A strategy into actionable target criteria., • Map priority market segments and build a global pipeline of acquisition and strategic investment opportunities., • Proactively source targets through research, industry relationships, conferences, investors, advisers and direct outreach., • Build relationships with founders, executives, investors and other key industry participants., • Conduct initial strategic, commercial and financial assessments of prospective targets., • Evaluate opportunities based on product, technology, business model, growth, customer base, competitive positioning and strategic fit., • Prepare target profiles and recommendations for executive leadership and the private equity team., • Perform preliminary valuation and financial analysis., • Support the transition of qualified opportunities into the formal diligence and transaction process. Ideal Background • Approximately 5–8 years of relevant experience in corporate development, private equity, investment banking, strategic business development, strategy consulting or a related field., • Experience working in or closely with a private equity-backed environment is highly desirable., • Experience with hospitality technology, travel technology, SaaS, software, data, digital marketing or martech is strongly preferred., • Strong market research, sourcing and commercial judgment., • Experience developing relationships with founders, management teams, investors and advisers., • Solid financial and analytical capabilities, including familiarity with valuation and recurring-revenue / SaaS business models., • Exceptional communication skills, high EQ and strong executive presence., • Ability to work independently and manage multiple opportunities simultaneously., • Willingness to travel for industry conferences and meetings., • Bachelor’s degree required; MBA or other advanced degree is a plus. *Relocation support is offered.

Marcus & Millichap, Inc, the nation’s largest commercial real estate investment brokerage company (about 80 offices in North America), is looking to hire a highly motivated Manager- Business Systems Administrator. About the Role We are seeking a highly experienced Manager - Business Systems Administrator to support our enterprise-wide transition from SAP ECC6 ERP to Oracle Cloud ERP & Oracle Cloud EPM and enhance our Financial Applications Systems footprint. This role will be central to process optimization, business process mapping, requirements definition, and solution design across multiple financial functions within our commercial real estate operations spanning about 80 offices across the U.S. and Canada. The ideal candidate brings deep hands-on experience with Oracle Cloud ERP (Financials, Procurement), Oracle Cloud EPM (Planning, Consolidation), and has a strong background in evaluating, optimizing, and documenting business processes in a complex multi-entity environment The anticipated salary range for candidates is $130,000 - $145,000/ year . The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. • Lead process design and optimization for Oracle Cloud ERP and EPM across Procurement, Finance & Accounting, Billing & Receivables, Taxation, Compliance, and _, • Configure and manage Oracle Fusion modules (Purchasing, Payables, GL, AR, Billing, Revenue Management, etc.) including multi-currency setups, consolidations, and allocations., • Design and implement vendor payment processes (ACH, wire, check, ISO20022) and bank integrations using OIC, APIs, and SFTP/_, • Develop and maintain Oracle EPM solutions for planning, budgeting, forecasting, consolidation, and reporting using modules like PBCS, FCCS, ARCS, PCMCS, and _, • Build reporting and analytics leveraging Smart View, Narrative Reporting, and Data Management., • Collaborate with IT and integration teams on interfaces for payment gateways, external financial systems, and bank connectivity., • Document current and future-state processes using BPMN or swimlane methodologies., • Partner with business stakeholders and finance leadership to align functional requirements with technical design and drive continuous improvement., • Support data validation, user acceptance testing, and post-go-live stabilization., • Administer and troubleshoot Financial Application Systems, including deployments, enhancements, and user support., • Perform system configuration, testing, and resolve user-reported issues across finance modules., • Assist with change management activities, including training materials, documentation, and communication., • Provide audit support by delivering required reports and documentation to internal and external auditors., • Bachelor’s degree in Accounting, Finance, Information Systems, or a related field., • 7–10 years of experience working with financial applications and ERP/EPM systems., • Minimum 5 years of hands-on experience in Oracle Cloud ERP (across core financials and procurement)., • Minimum 3 years of experience with Oracle Cloud EPM, including PBCS/EPBCS and FCCS., • Deep understanding of multi-entity, multi-currency accounting, intercompany eliminations, and consolidations., • Experience configuring integrations with banking systems, APIs, and third-party solutions., • Advanced skills in process documentation, requirements gathering, and data flow design., • Excellent written and verbal communication skills; capable of interfacing both technical and executive stakeholders., • Background in commercial real estate, property management, or asset management industries., • Exposure to Oracle Integration Cloud (OIC), Oracle Visual Builder (VB), or other cloud development tools., • Working knowledge of GAAP, IFRS, and corporate allocation methodologies., • Certifications: Oracle Cloud ERP Financials Certified Implementation Specialist and/or Oracle EPM implementation certification (FCCS, EPBCS)Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Lateral Partners & Practice Groups | National AmLaw Growth Opportunity \n A rapidly growing law firm is seeking accomplished lateral partners and practice groups with portable books of business who are interested in joining a collaborative national platform built for long-term growth. The firm continues to expand nationally while maintaining a highly entrepreneurial, non-bureaucratic culture focused on collaboration, cross-selling, and exceptional client service. \n \n We welcome confidential discussions with partners and groups across the United States. \n Current Strategic Growth Markets \n\n • Texas\n, • Carolinas\n, • South Florida\n, • Southern California\n, • Mountain West\n, • Washington, D.C.\n, • New York\n\n Exceptional opportunities may also exist in other markets for the right practice. \n \n Priority Practice Areas \n\n • Energy & Oil/Gas\n, • Corporate / M&A\n, • Private Equity\n, • Banking & Financial Services\n, • Commercial Litigation\n, • Construction\n, • Real Estate\n, • Labor & Employment\n, • Healthcare\n, • Intellectual Property\n, • Technology\n, • Cybersecurity & Privacy\n, • Government Contracts\n, • Employee Benefits / ERISA\n, • Tax\n, • Trusts & Estates\n, • Food & Beverage\n, • Hospitality\n, • Environmental\n, • Bankruptcy & Restructuring\n\n Partners with sophisticated portable practices outside these areas are also encouraged to inquire. \n \n Ideal Candidate \n\n • Partner or practice group currently practicing at a law firm\n, • Portable book of business (generally $750,000+)\n, • Strong client relationships and demonstrated business development success\n, • Entrepreneurial mindset\n, • Interest in collaborating across a growing national platform\n\n Why Consider This Opportunity? \n\n • Rapidly growing AmLaw platform\n, • National cross-selling opportunities\n, • Collaborative, entrepreneurial culture\n, • Significant investment in partner success\n, • Robust business development and administrative support\n, • Competitive compensation structure\n, • Long-term strategic growth\n\n All inquiries will be handled with the strictest confidence.

Regulatory Compliance and Operations Specialist \n \n CIMA Financial Regulation Consultants, LLC is a premier service provider of domestic and international financial regulatory consulting services focused on securities and banking regulation compliance. \n \n As a Compliance Specialist you will partner with a senior manager in providing day-to-day compliance tasks for our international wealth management clients. You will be responsible for interacting with and maintaining a relationship with senior (mainly C-level) management of various financial institutions, including banks, broker dealers, and registered investment advisors. You are expected to have working knowledge and provide guidance with regulations and laws that apply to the financial services industry and how these will impact on the business strategy of each client you manage. \n \n You may find yourself working on audits, reviewing policies and procedures, licensing and registration, internal reviews or acting in a supervisory or compliance officer capacity. You will use your analytical skills to evaluate risks related to controls across our clients’ lines of business. \n \n Typical projects may include designing and implementing compliance practices, including Governance & Oversight (including Quality Assurance), Regulatory Management, Policies & Procedures, Training & Awareness, Monitoring & Testing, Issue Management and Risk Assessment & Reporting, performing due diligence and/or reviewing client advertisements and accounts during onboarding process. \n \n We are primarily seeking a candidate with experience working with Registered Investment Advisors and broker/dealers. Specifically, document creation and updating include but are not limited to ADVs and WSP’s. Experience in RIA compliance including registration and formation is a desired experience. \n Services provided to our clients include: \n\n • Serving as supervisory principal\n, • Reviewing, drafting, and editing policies and procedures.\n, • Reviewing, drafting, and editing disclosure documents.\n, • Providing general guidance to clients on risk management and controls.\n, • Perform transactional reviews of client accounts.\n, • Research for both domestic and international regulations and guidance.\n, • Audit sample testing and review of supervision procedures for senior management.\n, • Drafting of review and audit reports for senior management.\n, • Drafting of exception reports for senior management.\n, • Perform Risk Assessments and identify underlying controls for mitigation of risk.\n, • Perform due diligence and background checks in accordance with know your customers’ rules.\n, • Qualifications and Requirements:\n, • Excellent interpersonal skills\n, • Ability to interact with Senior Management of a RIA or Broker/Dealer\n, • Knowledge of FINRA and SEC rules for broker/dealer.\n, • Knowledge of 1940 Investment Advisor Act.\n, • Knowledge of AML principles and USA Patriot Act (i.e., CIP, EDD, KYC)\n, • Experience in regulatory compliance at a financial services firm.\n, • Experience in regulatory compliance at an international financial services firm preferred.\n, • Experience supervising registered representatives and/or investment advisors.\n, • Strong communication skills.\n, • Spanish language proficiency preferred.\n, • Working Knowledge of Microsoft Office Suite, particularly Excel and Power Point, and Perplexity.\n, • FINRA Series 7 and 24 required. FINRA series 4 and 53 preferred.\n\n Employee benefits include medical, dental, vision, term life, short-term and long-term disability, 401(k) eligibility, wellness stipend, professional development assistance, and paid time off. Compensation will be commensurate with the responsibilities of the role and experience. The candidate will be expected to work from our Weston, Florida office and to visit clients in the Miami area. \n

StevenDouglas has been exclusively retained by an emerging family office in Broward County to hire an Analyst as the third member of its investment team. \n \n About our client \n Our client partners with founder-led businesses across the middle and lower middle market. \n They invest their own capital and syndicate alongside high-net-worth individuals, family offices, and professional athletes. That independence lets them move quickly and pursue deals a traditional fund mandate would screen out. In a given week the firm may be working an acquisition, a sell-side process, a real estate transaction, and a capital raise at the same time. \n \n The opportunity \n You will report to the firm's Associate, whom we placed with this client, and work directly alongside the Founder. This is deliberately broad rather than specialized: you will sit in diligence calls, draft the LOI, build the model the lender sees, and then go help solve whatever the portfolio company needs that week. \n \n What you'll do \n\n • Build financial models to evaluate acquisitions — cash flow, capital structure, return drivers\n, • Support deal execution end to end: screening, diligence, LOIs, coordinating advisors, driving to close\n, • Perform financial and operational due diligence, including normalizing unaudited, closely held records\n, • Prepare lender and investor materials: debt financing models, decks, transaction summaries\n, • Work hands-on with portfolio company management on reporting, add-on integration, and operations\n\n \n What we're looking for \n\n • 1 to 2 years post-undergrad in investment banking, private equity, a family office, M&A or management consulting, transaction advisory / financial due diligence, or public accounting\n, • Strong finance and accounting fundamentals — cash flow modeling is the key technical skill for this seat\n, • Comfort with messy, incomplete, or closely held financials, and the judgment to know what matters in them\n, • Bachelor's in finance, accounting, economics, or related. CPA or CFA progress welcome, not required\n, • Clear communication and a bias toward action\n\n \n Compensation and growth \n Competitive base plus performance bonus, co-investment opportunities, potential carried interest as the role progresses, and relocation assistance for the right out-of-market candidate. A defined path to Associate as the platform scales.

Job Description Job Summary: The Corporate Development and Strategy Associate will identify, evaluate and execute new business opportunities for growth, including mergers and acquisitions, joint ventures, strategic partnerships and new market investments. The Associate will serve as a primary modeling and valuation resource on live transactions, own defined workstreams across concurrent processes, and work directly with Corporate Development leadership and the executive leadership team to analyze opportunities and provide recommendations that drive the growth of the company. Duties / Responsibilities: • Identify, evaluate, and prioritize prospective investment and strategic opportunities through rigorous financial and market analysis., • Generate data-driven insights to inform corporate growth strategy across new and existing markets., • Develop, own, and enhance complex financial models to evaluate acquisitions, divestitures, joint ventures, and organic growth initiatives., • Prepare high-quality materials and analyses for executive leadership, investment committees, and external stakeholders., • Conduct in-depth research and analysis on market trends, competitive dynamics, and strategic opportunities., • Lead and support execution of live transactions, including M&A, joint ventures, capital raises, and strategic investments., • Perform advanced valuation analyses, including public comparables, precedent transactions, DCF, and LBO modeling., • Develop diligence frameworks, lead information requests, and participate in management discussions with acquisition targets and partners., • Draft and refine executive-level presentations and investment memoranda., • Drive strategic projects to completion, coordinating across internal teams and ensuring alignment with corporate objectives., • Partner with Operations and Finance to analyze performance metrics and develop actionable initiatives to improve business outcomes., • Lead or significantly contribute to ad hoc strategic initiatives in partnership with executive leadership., • Manage due diligence processes, coordinating with internal stakeholders, third-party advisors, and counterparties., • Collaborate cross-functionally to advance ongoing strategy, business development, and integration efforts., • Mentor junior team members and contribute to the development of team best practices and analytical standards., • Perform other duties as required or assigned. Minimum Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. • Bachelor's degree in Finance, Accounting, Economics or related field required. CFA preferred, • 3–6 years of experience in investment banking, strategy consulting, corporate development, private equity, or a related analytical role., • Strong financial modeling and valuation experience., • Proven ability to manage multiple workstreams in a fast-paced environment., • Excellent written and verbal communication skills with experience presenting to senior stakeholders., • Advanced proficiency in Microsoft Excel and PowerPoint., • Experience leveraging data analytics and AI tools (e.g., Claude, Claude Code, Python, or similar tools) preferred. BENEFITS: We truly appreciate and value all our employees and show our appreciation by offering a wide range of benefits, including: • Comprehensive Healthcare/Dental/Vision Plans, • 401K Retirement Plan with Company Match, • Paid Vacation, Sick Time, and Additional Holidays (including your Birthday!), • Paid Volunteer Time, • Paid Parental Leave, • Hotwire Service Discounts – for employees who live on a property serviced by Hotwire. Discounted service offerings are provided for high-speed internet, video service, phone, and security service, • Employee Referral Bonuses, • Exclusive Entertainment Discounts/Perks Hotwire provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #LI-DD1

Account Director – Banking & Financial Services Are you an experienced client strategist who thrives at the intersection of customer experience, branded environments, and commercial growth? Miller Zell is looking for an Account Director to serve as a trusted advisor to senior executives across the banking and financial services sectors. In this consultative leadership role, you will define long-term account strategy, shape branch transformation programs, and drive revenue growth—partnering with dedicated delivery leaders who manage day-to-day project execution so you can focus on driving big-picture impact. Why You’ll Love This Role • Strategic Advisory Over Production Tracking: Our dedicated Senior Project Managers own project delivery and logistics, freeing you to focus entirely on senior client relationships, business vision, and strategic roadmaps. You will spend your time solving complex business problems rather than managing tactical status reports., • High-Impact Thought Leadership: You will be encouraged to proactively challenge client thinking, bring innovative concepts to the table, and guide how top financial institutions reimagine their retail branch footprint. This role positions you as an indispensable industry partner, not an order-taker., • End-to-End Creative Collaboration: You will partner closely with world-class internal teams across design, strategy, engineering, and digital solutions to bring physical spaces to life. Your perspective will directly influence consumer engagement and environmental brand design. What You’ll Do • Lead Client Strategy & Trusted Advisory: Build and maintain deep relationships with senior executives across retail banking, marketing, brand, real estate, and operations. You will immerse yourself in each client's business landscape to uncover pain points, anticipate market shifts, and offer an authoritative, value-focused point of view., • Drive Commercial Growth & Account Health: Take complete ownership of account revenue, profitability, retention, and long-term expansion. You will develop multi-year strategic roadmaps, identify high-margin program opportunities, and lead contract negotiations and high-stakes proposals., • Champion Branded Environments & Customer Experience: Guide experiential design by evaluating creative and structural concepts with a critical, strategic eye on behalf of the client. You will ensure all environment solutions align with client brand standards, operational realities, and human-centered design principles., • Apply Financial Rigor & Data-Driven Insights: Evaluate client initiatives through an analytical lens focused on return on investment, scalability, and margin health. You will leverage advanced Excel and PowerPoint skills to build persuasive business cases and communicate complex performance metrics clearly to senior stakeholders., • Foster Cross-Functional Alignment: Collaborate hand-in-hand with Senior Project Managers and shared service leaders in creative, production, engineering, and logistics. You will align internal teams around a shared client vision, driving internal clarity, speed, and shared accountability. What You Bring • 8–12+ Years of Strategic Account Leadership: You have a proven track record of growing complex, multi-million-dollar client accounts within an agency, design consultancy, or experiential marketing firm. You know how to navigate large, matrixed organizations and earn the confidence of C-suite and VP-level leaders., • Strong Commercial & Financial Acumen: You are comfortable working with client budgets, assessing profitability trade-offs, and building solid financial justifications for innovative programs. You understand how to turn relationship equity into sustainable commercial growth., • Fluency in Environmental Design & CX: You bring an intuitive understanding of spatial branding, retail environments, and customer journey strategy. You can review creative deliverables critically and provide constructive, articulate guidance to design teams., • Influence & Cross-Functional Team Leadership: You excel at rallying cross-functional teams around a strategic goal and leading effectively without direct authority. You build productive, high-trust partnerships across both client organizations and internal service departments., • Executive Communication & Presentation Skills: You possess superior written and verbal presentation skills, with the ability to convey complex narratives succinctly. You are advanced in Microsoft PowerPoint and Excel, capable of building high-caliber decks and financial models independently.

Job DescriptionCompany Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Job Description Avaloq's R&D Lab is building a SaaS, API-first, composable banking platform. As a Senior Site Reliability Engineer you will help build the reliability practice behind it. This is amongst the first technical roles we are hiring for our Fort Lauderdale site. You will partner with our Senior SRE in Zurich and work alongside our platform engineers and product teams. The first three to six months: Some of what you can expect early on: • Learning our AWS environment, our serverless platform, and how our product teams build and release, • Contributing to the direction on observability tooling, together with the platform engineers, the SRE team, and our developers, • Working with the Zurich team on the incident and on-call operating model, • Taking on increasing responsibility as you build context, always in alignment with the Zurich team What you will do: • Define and evolve SLIs, SLOs, and error budgets with product teams, and use them to drive reliability decisions, • Collaborate on the design of our observability approach for a distributed serverless system, covering metrics, logs, and traces, • Build the incident response practice with us: on-call model, escalation, blameless post-mortems, and the loop that turns findings into hardening work, • Build reliability automation that detects and remediates issues before they reach clients, • Improve CI/CD pipelines and deployment automation on GitHub Actions to reduce operational toil and release risk, • Work with product teams on resilient design, capacity planning, and progressive delivery approaches such as canary and blue-green, • Contribute to disaster recovery design and testing for client-facing environments, • Partner with Security and Compliance so that operational practice holds up to regulatory and audit expectations, • Help us define and implement operational readiness for client go-live, • Mentor colleagues and support a culture of shared operational ownership Our stack: Serverless-first on AWS: Lambda, DynamoDB, SQS, S3, and Bedrock. Terraform and OpenTofu for infrastructure, GitHub Actions for CI/CD. Product teams work in Rust, TypeScript, Python, Vue, and Angular. We do not run containers. Qualifications • 5+ years in Site Reliability Engineering, DevOps, or production operations for distributed cloud systems, with substantial hands-on AWS experience, • Practical experience defining and working with SLIs, SLOs, and error budgets, • Strong incident response background, including on-call, triage under pressure, and post-mortem practice, • A clear point of view on observability for distributed systems, and the reasoning behind it, • Solid automation and scripting ability. We are language-agnostic; Rust, TypeScript, or Python all work here, • Excellent collaboration and communication skills, with a pragmatic approach to balancing speed and stability It would be a real bonus if you have: • Experience with AWS serverless and event-driven architecture, including idempotency, retries, dead-letter queues, and failure handling. Strong AWS generalists who want to go deep here are welcome, • Experience taking a platform from pre-launch to production, including defining operational readiness criteria, • Experience building AI agents to monitor platform health, • Strong CI/CD background, ideally with GitHub Actions, including secrets management, least-privilege permissions, and deployment controls, • Infrastructure as Code experience with Terraform or OpenTofu, • Experience with progressive deployment approaches such as canary, blue-green, or rollback automation, • Disaster recovery design and testing for production SaaS, • Experience operating across more than one cloud provider, or designing for portability, • Experience operating a B2B SaaS platform in a regulated environment, including audit-sensitive release processes, • Familiarity with SOC 2, PCI DSS, or GDPR as they apply to operational practice, • Experience with AI-assisted engineering tools, • AWS certification, particularly DevOps Engineer - Professional, Solutions Architect - Professional, or Security - Specialty Additional Information This role will require regular travel to Switzerland We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.

Job DescriptionCompany Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Job Description Avaloq's R&D Lab is building a SaaS, API-first, composable banking platform. As a Senior Cloud Platform Engineer, you will help design and operate the AWS foundation and the developer experience this platform runs on, so that product teams can ship quickly and safely, and our clients can run their data in a secure, performant, and stable environment. This is amongst the first technical roles we are hiring for our Fort Lauderdale site. You will work closely with our team in Zurich. The first 3-6 months: Some of what you can expect early on: • Learning our AWS environment and serverless platform setup in depth, • Working through open items from our Well-Architected Framework Review, • Contributing to the direction on observability tooling, together with the other Senior Platform Engineer, the SRE team, and our developers, • Taking on increasing responsibility as you build context, always in alignment with the Zurich team What you will do: • Contribute to the design and operation of our multi-tenant AWS environment, including account structure, guardrails, and network and security baselines, • Build and maintain Infrastructure-as-Code modules and landing zones using Terraform or OpenTofu, • Collaborate on the design of our observability approach for a distributed serverless system, • Work with the team on FinOps practice: cost visibility, per-tenant attribution, and tuning of concurrency, memory, and cost per invocation, • Help build the guardrails, access patterns, and cost controls for product teams consuming Amazon Bedrock, • Support platform identity across Amazon Cognito and federation into client-managed identity providers such as Microsoft Entra ID for production workloads, • Share an on-call rotation with the other platform engineers, and help shape a coverage model that works across time zones, • Mentor colleagues and support a platform-as-a-product culture that gives teams autonomy without losing governance Our stack: Serverless-first on AWS: Lambda, DynamoDB, SQS, S3, and Bedrock. Terraform and OpenTofu for infrastructure, GitHub Actions for CI/CD. Product teams work in Rust, TypeScript, Python, Vue, and Angular. We do not run containers Qualifications • 5+ years in platform engineering, cloud infrastructure, or DevOps, with substantial hands-on AWS experience, • Hands-on Infrastructure-as-Code experience with Terraform or OpenTofu, including multi-account and landing zone design, • A clear point of view on observability for distributed systems, and the reasoning behind it, • Solid automation and scripting ability. We are language-agnostic; Rust, TypeScript, or Python all work here, • Excellent collaboration and communication skills, with the ability to influence and enable product teams It would be a real bonus if you have: • Experience with AWS serverless and event-driven architecture, including idempotency, retries, dead-letter queues, and failure handling. Strong AWS generalists who want to go deep here are welcome, • Experience building AI agents to monitor platform health, • FinOps or cloud cost optimization experience, • Experience with identity federation into client-managed identity providers such as Entra ID, and with multi-tenant identity models, • Experience building or scaling a B2B SaaS platform, • Familiarity with financial services requirements around security, compliance, and auditability, • Strong CI/CD and automation background, ideally with GitHub Actions, • Experience with Amazon Bedrock or comparable managed AI services, • AWS certification, particularly DevOps Engineer - Professional, Solutions Architect - Professional, or Security - Specialty Additional Information This role will require regular travel to Switzerland We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.

Senior Institutional Equity Salesperson | $300K+ Earning Potential | Fully Remote (U.S.) Coda Search | United States | Fully Remote We're proud to partner with a respected independent institutional research firm to identify a Senior Institutional Equity Salesperson. This opportunity is ideal for an experienced producer who has built strong institutional relationships and is looking for a platform with differentiated research, meaningful autonomy, and long-term growth. Location: Fully Remote (U.S.) Base Salary: Competitive, commensurate with experience Variable Compensation: Performance-based bonus and commission structure OTE: $300,000+ earning potential for successful producers Benefits: Comprehensive benefits package including health coverage, retirement offerings, and paid time off What's in it for you? • Established research platform: Join a firm recognized by institutional investors for delivering high-quality, differentiated investment research that helps clients navigate evolving markets., • Meaningful earning potential: Build on your existing relationships with a compensation structure designed to reward business development, client retention, and long-term growth., • Entrepreneurial environment: Enjoy the flexibility and autonomy of a lean organization where your contributions directly influence business success without unnecessary bureaucracy., • Collaborative culture: Work alongside experienced research professionals and sales colleagues who value intellectual curiosity, teamwork, and long-term client partnerships., • National reach: Engage with institutional investors across the country while working remotely and maintaining ownership of your territory and client relationships. A day in the life: • Develop institutional relationships: Expand and deepen relationships with portfolio managers, analysts, traders, and CIOs., • Promote differentiated research: Introduce clients to actionable macroeconomic, investment strategy, and equity research designed to generate investment ideas and support portfolio decisions., • Generate new business: Identify prospective institutional clients, cultivate opportunities, and grow wallet share across existing accounts., • Maintain client engagement: Conduct regular meetings, calls, and market discussions that reinforce the value of the firm's research and advisory capabilities., • Collaborate with research teams: Partner closely with analysts to communicate investment themes, market insights, and evolving client interests., • Monitor market developments: Stay informed on macroeconomic trends, geopolitical developments, and financial markets to facilitate informed conversations with clients., • Execute sales strategy: Develop territory plans, prioritize opportunities, and consistently achieve revenue objectives through disciplined business development., • Represent the firm professionally: Serve as a trusted advisor by delivering responsive service, thoughtful market perspectives, and a high standard of professionalism. Who are you? • Relationship builder: You have 5+ years of institutional equity sales experience and maintain productive relationships with active institutional investors., • Market focused: You possess a strong understanding of equity markets, macroeconomics, and the factors influencing institutional investment decisions., • Commercially driven: You've demonstrated consistent success growing revenue through consultative selling and long-term relationship management., • Strong communicator: You translate complex market ideas into clear, actionable conversations that resonate with sophisticated investment professionals., • Self-directed: You thrive in a remote environment, manage your own priorities effectively, and enjoy the accountability that comes with it., • Licensed professional: You maintain the appropriate FINRA registrations or have the ability to obtain them as required. Application & Contact Information To apply, please apply directly here on LinkedIn. Related Terms Institutional Equity Sales, Equity Sales, Institutional Sales, Investment Research, Sell Side Research, Equity Research, Capital Markets, Institutional Investors, Portfolio Management, Asset Management, Hedge Funds, Investment Banking, Wealth Management, Financial Markets, Business Development, Client Relationship Management, Equity Capital Markets, Investment Strategy, Macro Research, Financial Services

About the Role We’re bringing acquisition valuation work in-house and are looking for an analytical, detail-oriented professional to support purchase price allocation (PPA), valuation, and acquisition accounting across a growing M&A pipeline of approximately 15 acquisitions per year. This is a hands-on, valuation-focused individual contributor role that will work closely with the M&A and accounting teams throughout the acquisition process. The position is well suited to someone who enjoys applying valuation expertise across a variety of transactions and is interested in building deeper expertise in valuation and acquisition accounting over the long term. This is not an investment banking or general corporate finance position. The role is specifically focused on the valuation and accounting work associated with completed acquisitions. 4 days in office in Brickell. What You’ll Do • Prepare purchase price allocation (PPA) analyses, schedules, and supporting documentation for acquisitions., • Review purchase agreements and organize key transaction information, including consideration and other relevant deal terms., • Build, maintain, and run valuation models to assess acquired intangible assets and other valuation-related items., • Partner closely with the M&A team to gather transaction details and with the accounting team to support the appropriate accounting treatment., • Prepare valuation analyses and documentation for review by accounting leadership and incorporate feedback as needed., • Help manage the valuation process across multiple acquisitions simultaneously, adapting the approach to the specific circumstances and complexities of each transaction. What We’re Looking For • Ideally 4+ years of relevant professional experience, although we are open to strong candidates with somewhat more or less experience., • Experience or exposure to valuation, ideally at least one year, or closely related financial analysis experience., • A background in accounting, finance, valuation, or a related field, with strong analytical and problem-solving skills., • Strong financial modeling skills and proficiency with Excel., • A genuine interest in developing deeper expertise in valuation and acquisition accounting as a long-term area of focus., • Strong attention to detail and the ability to manage multiple transactions and priorities in a fast-paced acquisition environment. Helpful, but Not Required • Experience with purchase price accounting or purchase price allocations (PPA)., • Familiarity with ASC 805 and business combination accounting., • Public accounting or Big Four experience., • In-house valuation or transaction-related experience., • Familiarity with US GAAP, IFRS, or related financial reporting requirements. Candidates are not expected to have expertise in every applicable accounting standard, and relevant technical knowledge can be further developed on the job.

As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union focusing on educators, we expanded to serve 23 counties across Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to creating a diverse and inclusive work environment where everyone has a chance to succeed and a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. What we offer: • Medical, Dental, and Vision, • 401K Plan with Matching, • Tuition Reimbursement Program, • Supplemental Benefits, • Engagement Area, • Wellness Studio & Gym, • Company Paid Life Insurance, • Health Savings Account with Company Contributions About the Role: The position's primary purpose is to assist the members of our growing community in meeting their financial needs and goals by offering them superior products and services. This is done by providing outstanding service to both internal and external members. Building relationships with members to help them save, borrow, and assist with teller transactions. As a Member Relationship Specialist, you will introduce members to alternative and innovative ways of banking. Essential Functions & Responsibilities: • Provide members with a personalized rewarding experience by executing various defined member engagement strategies through the knowledge and use of sales skills measured by member experience surveys. Confidently build relationships with members by understanding their financial life priorities and connecting them to our solutions that meet their financial goals. Assist with the month-end closing process, including variance analysis, posting monthly entries, and responsible for maintaining the month-end checklist., • Process appropriate percentage of teller transactions for the branch as defined by branch management, with a high degree of accuracy within the limits of the over/short policy., • Process appropriate percentage of new account and account maintenance as defined by branch management, with a high degree of "Quality Assurance" accuracy within the limits of credit union policy. Use sales skills to uncover Member needs and provide credit union deposit and loan solutions., • Dependability Accomplishes workload responsibilities promptly without prompting. Takes the initiative to manage and communicate absence and leave appropriately., • Meet or exceed ancillary product sales referral goals., • Attitude Demonstrates positive attitude and behavior in support of organizational goals and management. Demonstrates professionalism, an optimistic and team-oriented approach to work, and the highest integrity. Maintains a professional business image and utilizes effective communication skills when representing BrightStar Credit Union., • Complies with Credit Union policies and procedures (including BSA/US Patriots Act, OFAC, security policy, and confidentiality policy), government regulations, and other policies and procedures related to the position., • Attend required training as directed by management. Proactively seek knowledge of the features and benefits of all credit union products and services., • Maintain knowledge with B.S.A. Compliance training., • At times, this position may require support and assistance in other branch locations based on business need.", • Weekend hours may be required., • Other job-related duties as assigned. Performance Measurements: • To provide outstanding service to internal and external members as defined by our service standards and promises., • Identify the financial needs of each member and offer a credit union solution., • Process an appropriate percentage of monthly transactions based on branch volume as determined by the manager., • Do not exceed a total out-of-balance of $10 per month., • To develop and improve knowledge and skills in sales and service areas., • Engage partners for investment solutions. Minimum Expectations of Knowledge and Skills: • Experience: One to three years of similar or related experience., • Education: A high school education or GED. Interpersonal Skills: Should be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the member's best interest. Displays passion, commitment, and drive to deliver an experience that improves our members' financial lives. Work involves personal contact with others inside and outside the organization for first-level conflict resolution and building relationships. Discussions involve more confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills: Must be physically able to perform all assigned duties as outlined by description and required to participate in the Saturday rotation schedule. Able to operate a 10-key calculator, typewriter, and computer keyboard. Competencies: • Communication, • Decision Making/Judgement, • Customer Service, • Job Knowledge, • Initiative Compliance: • Every employee must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within B.S.C.U. will consider awareness of unusual or suspicious activity relevant to the department., • In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department., • Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act. Physical Requirements: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodation may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee must occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work Environment: The work environmental characteristics described here represent those that employees encounter while performing the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Interactive Brokers Group, Inc., a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies. For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron's, Investopedia, Stockbrokers.com, and others. This is a hybrid role (4 days in the office/1 day remote). We are seeking several motivated individuals to join our Financial Services Representative team. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application. Responsibilities within IBKR: • Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and an emphasis on courtesy., • Client inquiries typically encompass a broad array of themes, including: Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations, Commission structure, interest, and fee., • Coordinate activities with other local and international Client Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues., • Client Service is the primary function where calls are predominantly routine but may require deviation from standard screens, scripts, and procedures. The function uses a computerized system for tracking, information gathering, and/or troubleshooting. It requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions. Required Skills: • Bachelor's or Advanced Degree, • Fluency in Spanish (speaking, reading, and writing), • Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required., • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat., • In-depth understanding of the following financial instruments: stocks, securities, options, futures, options on futures, foreign exchange, and fixed income., • Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies., • Additional language skills are a plus To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills. Company Benefits & Perks: • Competitive salary, annual performance-based bonus and stock grant, • This position is eligible for overtime pay, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and company-paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Job Description Position Overview LaunchEd is an education-focused incubator and accelerator created by RDI to identify, support, and scale innovative companies serving the PK-12 market. As our portfolio grows, we are expanding our investment capability to evaluate, structure, and execute investments, partnerships, and acquisitions that strengthen the education ecosystem. As the Head of Strategic Investments, you will lead the financial evaluation and execution of strategic transactions across LaunchEd's portfolio. Working closely with the Founder/CEO and senior leadership, you will build financial models, structure investments and acquisitions, conduct due diligence, and guide transactions from initial opportunity through closing. This is a high-impact role for an investment professional who enjoys combining analytical rigor with entrepreneurial thinking to help build and grow innovative education companies. Key Responsibilities: Deal Structuring & Financial Analysis • Lead financial evaluation of investment opportunities incubator and accelerator participants., • Build and maintain financial models to evaluate investments, acquisitions, joint ventures, and strategic partnerships., • Support decision-making with valuation frameworks and scenario analyses., • Structure transactions including minority investments, majority acquisitions, recapitalizations, and joint ventures., • Analyze complex financial arrangements and help leadership understand the risks, economics, and potential outcomes of proposed deals. Transaction Leadership • Manage the end-to-end execution of transactions from initial evaluation to closing., • Coordinate financial, operational, and market diligence for prospective investments or acquisitions., • Work closely with legal counsel to help translate business terms into investment agreements and transaction documents., • Participate in negotiations with founders, investors, and counterparties., • Support the structuring and execution of special situations such as investor buyouts, recapitalizations, or strategic mergers. Strategic Investment Support • Evaluate strategic opportunities connected to the organization's ecosystem, including potential acquisitions or partnerships that could strengthen the platform., • Assist RDI leadership and the founder/CEO in analyzing proprietary opportunities that arise within the education sector., • Support the development of repeatable approaches for structuring investments as LaunchEd continues to expand its portfolio of companies. Requirements • 5–10 years of experience in investment banking, private equity, venture capital, corporate development, or a similar transaction-focused role., • Strong financial modeling and valuation skills with experience analyzing complex business transactions., • Experience supporting or leading acquisitions, investments, joint ventures, or other strategic transactions., • Ability to translate complex financial structures into clear explanations for non-financial stakeholders., • Experience working with legal and financial advisors during transaction execution. Personal Attributes • Entrepreneurial mindset with interest in building a growing investment capability inside an innovation platform., • Strong analytical thinker with practical deal judgment., • Comfortable operating with ambiguity while structuring new types of transactions., • Collaborative and able to work closely with senior leadership on complex strategic decisions. Benefits • Competitive base salary + performance incentives, • Professional development opportunities

Job Description Position Overview LaunchEd is an education-focused incubator and accelerator created by RDI to identify, support, and scale innovative companies serving the PK-12 market. As our portfolio grows, we are expanding our investment capability to evaluate, structure, and execute investments, partnerships, and acquisitions that strengthen the education ecosystem. As the Corporate Development Lead, you will lead the financial evaluation and execution of strategic transactions across LaunchEd's portfolio. Working closely with the Founder/CEO and senior leadership, you will build financial models, structure investments and acquisitions, conduct due diligence, and guide transactions from initial opportunity through closing. This is a high-impact role for an investment professional who enjoys combining analytical rigor with entrepreneurial thinking to help build and grow innovative education companies. Key Responsibilities: Deal Structuring & Financial Analysis • Lead financial evaluation of investment opportunities incubator and accelerator participants., • Build and maintain financial models to evaluate investments, acquisitions, joint ventures, and strategic partnerships., • Support decision-making with valuation frameworks and scenario analyses., • Structure transactions including minority investments, majority acquisitions, recapitalizations, and joint ventures., • Analyze complex financial arrangements and help leadership understand the risks, economics, and potential outcomes of proposed deals. Transaction Leadership • Manage the end-to-end execution of transactions from initial evaluation to closing., • Coordinate financial, operational, and market diligence for prospective investments or acquisitions., • Work closely with legal counsel to help translate business terms into investment agreements and transaction documents., • Participate in negotiations with founders, investors, and counterparties., • Support the structuring and execution of special situations such as investor buyouts, recapitalizations, or strategic mergers. Strategic Investment Support • Evaluate strategic opportunities connected to the organization's ecosystem, including potential acquisitions or partnerships that could strengthen the platform., • Assist RDI leadership and the founder/CEO in analyzing proprietary opportunities that arise within the education sector., • Support the development of repeatable approaches for structuring investments as LaunchEd continues to expand its portfolio of companies. Requirements • 5–10 years of experience in investment banking, private equity, venture capital, corporate development, or a similar transaction-focused role., • Strong financial modeling and valuation skills with experience analyzing complex business transactions., • Experience supporting or leading acquisitions, investments, joint ventures, or other strategic transactions., • Ability to translate complex financial structures into clear explanations for non-financial stakeholders., • Experience working with legal and financial advisors during transaction execution. Personal Attributes • Entrepreneurial mindset with interest in building a growing investment capability inside an innovation platform., • Strong analytical thinker with practical deal judgment., • Comfortable operating with ambiguity while structuring new types of transactions., • Collaborative and able to work closely with senior leadership on complex strategic decisions. Benefits • Competitive base salary + performance incentives, • Professional development opportunities

Job DescriptionCompany Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Job Description Join our Technology R&D Lab as a Senior Test Engineer and play a key role in building the next generation of composable, coreless banking solutions. You will help deliver a secure, reliable, and scalable SaaS product for use by numerous financial institutions. You will work with highly capable engineers and product teams to define and implement modern testing frameworks, ensuring our banking platform rapidly, repeatedly and consistently delivers quality, compliance, and resilience at scale. Your key tasks: • Design and maintain automated testing frameworks across UI, API, and integration layers using tools like Cypress, Playwright, and Postman, • Implement BDD testing practices using tools like Cucumber or SpecFlow to strengthen collaboration between product and engineering, • Develop test suites for performance, reliability, and security testing (e.g., JMeter, Gatling, OWASP ZAP), • Integrate automated tests into CI/CD pipelines (GitHub Actions, Jenkins) to enable continuous testing and faster feedback cycles, • Partner with SRE, Platform Engineering, and Product teams to embed quality checks in the delivery process from design through deployment, • Define AI-enabled test data management, validation and environment strategies to support parallel testing across multiple product teams, • Champion quality engineering principles and mentor team members on test design, coverage, and automation best practices Qualifications, • 5+ years of experience in test automation for distributed or cloud-native systems, • Expertise in modern test frameworks (Cypress, Playwright, Selenium, Cucumber, TestNG, JUnit) and BDD practices, • Experience testing backend APIs, event-driven architectures, and data pipelines, • Familiarity with AWS cloud services (DynamoDB, Lambda, ECS/EKS), at least one other cloud service and Infrastructure-as-Code testing (Terraform, CDK), • Understanding of CI/CD pipelines and DevSecOps principles, • Awareness of compliance and security testing for regulated financial systems (PCI DSS, SOC2, GDPR), • Strong communication and collaboration skills, with a proactive approach to problem solving and continuous improvement Additional Information We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.

🚀 Confidential Job Posting Job Title: Assistant Treasurer – High-Growth Infrastructure & Tech Location: Miami, FL (Brickell) – Onsite (Relocation Support Provided) Industry: High-Performance Computing, Data Infrastructure & Tech Employment Type: Full-Time About the Opportunity ⚡ Are you a seasoned, high-performing treasury professional who thrives in dynamic, fast-paced environments? Are you ready to step into a high-visibility leadership role where you can build and scale a corporate investment and balance-sheet risk function from the ground up? We are partnering with a rapidly growing, publicly traded industry leader at the forefront of high-performance data infrastructure and next-generation technology. Operating across North America, this high-growth company is expanding its finance team in its world-class Brickell (Miami) office. Reporting directly to executive finance leadership, the Assistant Treasurer will serve as a key strategic partner. While day-to-day banking operations and reconciliations are fully handled by an established team, you will take full ownership of corporate investments, liquidity planning, balance-sheet risk management, and capital markets execution. Why You’ll Love Working Here 🌴 • High-Impact Build-Out Role: Not a static maintenance job—you get to shape corporate investment policy and risk strategy from day one., • Executive Visibility: Work directly alongside C-suite leaders and present key treasury strategies to executive management and the Board of Directors., • Premier Work Culture & Environment: Located in the heart of Brickell, enjoying top-tier office amenities, daily catered lunches, golf and Formula 1 simulators, and an energetic, collaborative atmosphere., • Growth & Equity Potential: Be part of a publicly traded enterprise capturing massive market momentum, supported by highly competitive target bonus structures and equity participation. Key Responsibilities 🎯 • Investment & Liquidity Strategy: Execute corporate investment policies, manage active and fluctuating cash flows, and conduct strategic scenario testing for substantial liquidity pools., • Capital Markets & Financing: Support debt issuances, credit facility management, refinancing, and lender/rating agency interactions., • Financial Risk Management: Oversee interest rate and FX risk management programs, including derivatives execution, hedging strategy, and effectiveness reporting., • Systems & Optimization: Serve as the functional owner of Treasury Management Systems (TMS), driving process automation, ERP integrations, and enhanced data analytics., • Strategic Advisory: Partner cross-functionally with FP&A, Accounting, Legal, and Tax to model balance-sheet scenarios and advise executive leadership. What We’re Looking For 👤 • Experience: 5–8+ years of progressive corporate treasury, capital markets, or corporate finance experience (public company exposure highly preferred)., • Hands-On Execution: Proven capability to actively manage substantial, rapidly changing cash balances in capital-intensive or high-growth sectors (e.g., tech, infrastructure, energy, logistics, telecom)., • Technical Depth: Deep knowledge of cash positioning, liquidity forecasting, capital structure, debt instruments, and FX/interest rate derivatives., • Communication & Presence: High level of executive presence, sound business judgment, and the credibility to present directly to Board members and external financial partners., • Education & Credentials: Bachelor’s degree in Finance, Accounting, or Economics required. CTP, CFA, or MBA is a strong plus., • Location: Based in or willing to relocate to Miami, FL for a predominantly in-office setup (~4+ days/week). Full relocation support is available for out-of-market talent. How to Apply 📩 If you are a driven, solutions-oriented treasury leader seeking high visibility, high ownership, and a premier team environment in Miami, apply today! All inquiries and submissions are kept strictly confidential. Keywords: Assistant Treasurer, Treasury Manager, Director of Treasury, Corporate Finance, Liquidity Forecasting, Cash Management, Capital Markets, Interest Rate Hedging, FX Derivatives, TMS, Kyriba, SOX Compliance, Miami Finance Jobs, Brickell Miami, Infrastructure, High-Performance Computing.

Title: Director of M&A Integration Location: Remote + Travel Position Overview We are seeking an experienced and strategic Director of Mergers & Acquisitions (M&A) to lead and execute acquisition and investment initiatives that support the company's long-term growth objectives. This individual will play a critical role in identifying potential acquisition targets, evaluating strategic opportunities, conducting financial analysis and due diligence, and managing transactions from initial evaluation through closing and integration. The ideal candidate will possess strong financial acumen, transaction execution experience, and the ability to collaborate with senior leadership and cross-functional teams to drive successful M&A outcomes. Key Responsibilities • Lead the end-to-end M&A process, including target identification, evaluation, valuation, due diligence, negotiation, transaction execution, and post-acquisition integration planning., • Identify and assess potential acquisition targets and strategic investment opportunities aligned with corporate growth objectives., • Develop comprehensive financial models, including discounted cash flow (DCF), comparable company analysis, precedent transactions, and accretion/dilution analysis., • Conduct financial, operational, and strategic due diligence to evaluate transaction risks, synergies, and potential returns., • Partner closely with executive leadership to develop and execute the company's M&A strategy., • Prepare investment presentations, transaction recommendations, and financial analyses for senior management, executive committees, and the Board of Directors., • Coordinate with internal stakeholders, including Finance, Accounting, Legal, Tax, Operations, and Human Resources, throughout the transaction lifecycle., • Manage relationships with external advisors, including investment bankers, legal counsel, consultants, and other transaction partners., • Support transaction structuring, negotiations, and the development of letters of intent, purchase agreements, and other transaction documentation., • Evaluate potential acquisition synergies, integration opportunities, and financial and operational risks., • Monitor industry trends, competitive dynamics, and market conditions to identify strategic growth opportunities., • Support post-acquisition integration planning and track transaction performance against financial and strategic objectives. Qualifications • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA or CFA preferred., • 8–12+ years of progressive experience in mergers and acquisitions, corporate development, investment banking, private equity, transaction advisory, or a related field., • Demonstrated experience executing M&A transactions, including financial modeling, valuation, due diligence, and deal structuring., • Strong understanding of corporate finance, financial statements, accounting principles, and transaction structures., • Advanced financial modeling and analytical skills, with proficiency in Microsoft Excel and PowerPoint., • Experience working directly with senior executives, external advisors, and cross-functional leadership teams., • Excellent communication, presentation, negotiation, and relationship-management skills., • Ability to manage multiple complex transactions and priorities in a fast-paced environment., • Strong business judgment, strategic thinking, and problem-solving capabilities., • Experience with both buy-side and sell-side transactions preferred., • Prior experience in a corporate development, private equity-backed, or acquisitive organization is a plus.

About TechCXO TechCXO pioneered the fractional executive leadership model. For more than 20 years, we have built a firm designed specifically for accomplished C-suite operators who want both impact and autonomy. We do not place executives. Our CISO Partners build their own portfolio practices within the TechCXO platform, serving as embedded cybersecurity leaders to growth-stage and middle-market companies. As a TechCXO CISO Partner, you step into companies as the acting security executive. You work directly with founders, CEOs, boards, and investors to provide strategic leadership and operational execution across cybersecurity, risk, and compliance. You control the clients you serve and the work you take on. At the same time, you are part of a national partnership of experienced peers who collaborate across Technology, Finance, Revenue Growth, Executive Operations, and HR. This is not employment. It is a Partner model for executives who want to build and grow a practice within an established firm. The Opportunity As a TechCXO CISO Partner, you will: • Serve as the embedded cybersecurity leader for multiple growth-stage companies, • Advise founders, CEOs, boards, and investors on security strategy, privacy, and compliance direction, • Lead governance, risk management, and security architecture decisions across the client's technology environment, • Install the cybersecurity infrastructure, processes, and talent that support the execution and operations of a mature security program, • Originate and build client relationships in your market, • Collaborate across TechCXO practices, including Finance, Revenue Growth, Executive Leadership, and Human Capital What This Role Really Requires This role is best suited for CISOs who: • Have already operated at the C-level, • Are comfortable building their own book of business and have operated fractionally, • Want autonomy without isolation, • Prefer execution over theory, • Have credibility with investors, boards, and IT and security teams You are not joining a bench waiting for assignments. You are building a practice within a platform. Core Responsibilities Responsibilities vary by engagement and may include any or all of the following: Cybersecurity Strategy & Executive Leadership • Define and own cybersecurity strategy and multi-year roadmap aligned to business and risk priorities, • Serve as the named security executive for boards, investors, and senior leadership teams, • Advise founders and boards on security risk, investment, and tradeoffs, translating technical risk into business language, • Design and facilitate cybersecurity steering committees and governance structures, • Align security priorities with business objectives, growth plans, and go-to-market priorities, • Advise boards and leadership teams on AI governance, data privacy, and emerging technology risk Security Program Design & Technical Oversight • Design and oversee security architecture, controls, and infrastructure to improve performance, availability, and resilience, • Establish security standards, policies, and operating practices across the organization, • Lead or oversee vulnerability management, penetration testing, and security assessments to identify and close gaps, • Direct incident response planning, playbook development, and disaster recovery/business continuity programs, • Ensure security architecture and controls align with applicable regulatory and industry frameworks, • Assess security and data privacy risk associated with AI/ML adoption and integration, • Lead technical and cyber risk due diligence for M&A, fundraising, and exit transactions, • Assess and remediate security debt and scalability gaps ahead of transactions, and prepare security programs for investor or acquirer scrutiny Team & Organization Building • Build, structure, and scale security and IT teams as companies grow, • Recruit, mentor, and develop security leadership and key technical talent, • Lead status meetings and updates for executive teams, boards, and key stakeholders Risk & Compliance • Design and manage enterprise risk management programs, including ongoing risk register maintenance, • Lead compliance program management across applicable frameworks (SOC 2, CMMC, HIPAA, PCI, ISO 27001, etc.), • Advise on data privacy program requirements and obligations across applicable regulations (e.g., GDPR, CCPA), • Design and oversee vendor and third-party risk management programs, • Develop corrective action plans and track remediation execution, • Build and manage security awareness, training, and phishing simulation programs Business Development • Build and maintain a strong referral network in your regional market, • Source new client engagements through founder, investor, and advisor relationships, • Strengthen relationships with VC, PE, banking, and legal communities, • Represent TechCXO as a thought leader in cybersecurity Collaboration • Partner with other TechCXO leaders to deliver integrated client solutions, • Contribute to intellectual capital and thought leadership, • Mentor newer Partners where appropriate Ideal Background We pursue CISOs with depth, not title inflation. • 10+ years as a true operating CISO or top security executive, • Experience across regulated or complex industries (e.g., healthcare, financial services, government/defense, manufacturing), • Track record building and scaling cybersecurity and compliance programs from the ground up, • Experience guiding companies through compliance certifications and regulatory audits (SOC 2, HIPAA, CMMC, ISO 27001, etc.), • Board-level communication experience, • Built and led security teams and programs from early stage through enterprise scale, • Operated in high-growth, high-risk, or change-heavy environments What Makes a Strong TechCXO Partner • Entrepreneurial mindset, • High personal accountability, • Strong regional network, • Comfort operating independently, • Bias toward execution, • Collaborative orientation within a peer partnership Why TechCXO • You operate under a recognized national brand, • You join a peer group of experienced C-level operators, • You maintain autonomy while leveraging shared infrastructure, • You participate in a long-standing executive partnership model TechCXO is committed to equal opportunity and does not discriminate on the basis of legally protected characteristics in the selection of Partners or engagement opportunities.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities • Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships., • Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners, • Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects, • Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship, • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions, • Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience, • Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards, • Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently, • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate, • Balance needs of clients with associated risks and interests of the firm, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field, or equivalent work experience, • Minimum of 3 years' managing clients >$10+MM revenue, • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts, • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent., • Reading and speaking in both Spanish and English fluently is required for this role. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Avaloq's R&D Lab is building a SaaS, API-first, composable banking platform for enterprise wealth managers and private banks. As Senior Solutions Architect, you will be the technical bridge between that platform and the institutions we serve, combining deep investment and portfolio domain knowledge with hands-on technical skill. This is amongst the first technical roles we are hiring for our Fort Lauderdale site. You will work closely with our Product, Engineering, and Sales teams, and support client implementation teams through their integration journey. The first three to six months: Some of what you can expect early on: • Building depth in our platform, its data model, and its integration surface, • Getting to know our clients, their systems, and how their data reaches us, • Working with Sales on live opportunities, joining client conversations and technical discovery as you build context, • Taking on increasing responsibility as you build context, always in alignment with the Zurich team What you will do: • Architect and support proof-of-concept implementations, translating client requirements into integration designs, • Run technical discovery with prospective clients to understand their portfolio, performance, and data requirements, and partner with Sales to address technical questions, • Provide hands-on technical support to client implementation teams, troubleshooting integration issues and advising on API and MCP usage, • Shape the structure and standards for our technical documentation, covering implementation guides, API references, data models, and integration patterns, and work with the team to keep it accurate and current, • Design reference architectures, sample code, and integration accelerators that reduce time to value for client onboarding, • Translate domain models such as positions, transactions, performance, and fees into clear integration guidance for client engineering teams, • Collaborate with Product and Engineering to channel client feedback and influence roadmap priorities, • Stay current on platform capabilities, releases, and roadmap so you can advise clients on what is coming, • Contribute to the knowledge base and self-service resources that help clients move faster on their own, • Build and maintain detailed knowledge of Avaloq and other core banking systems that feed data into our platform Our stack: Serverless-first on AWS: Lambda, DynamoDB, SQS, S3, and Bedrock. Terraform and OpenTofu for infrastructure, GitHub Actions for CI/CD. Clients integrate with us over our APIs and through the Model Context Protocol (MCP). Product teams work in Rust, TypeScript, Python, Vue, and Angular. We do not run containers. • 10+ years in financial services technology, with strong domain expertise across investment and trading platforms, portfolio data, performance calculation, fee mechanics, and rebalancing, • Proven architecture experience: data architecture, solution design, and translating complex domain models into efficient implementations, • Experience with event-driven, API-first architectures and modern integration patterns, • Solid programming and scripting ability for building demos, accelerators, and integration examples. We are language-agnostic; Rust, TypeScript, or Python all work here, • A track record of producing clear technical material for varied audiences, from client engineers to executives, • Exceptional communication skills: present and demo to technical and executive audiences, and bridge business, product, and engineering, • Experience supporting enterprise clients through complex implementations, ideally in banking or wealth management It would be a real bonus if you have: • Hands-on experience with AWS or another major cloud platform, • Experience with core banking systems, whether Avaloq or a comparable platform, • Experience defining documentation standards or information architecture for a technical product, • Experience with AI-assisted engineering and documentation tools, • Familiarity with GIPS, performance attribution methodologies, or regulatory reporting in wealth management This role will require regular travel to Switzerland as well as regular travel to client site as the role grows We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.

FP&A, strategic finance or data-driven finance roles - can also come from Investment Banking or Private Equity deal team or Portfolio Operations. Senior Director, Strategic Finance (FP&A), PE Portfolio Company. Senior Director, Strategic Finance (FP&A).

About Us We are a niche recruitment business specialising in placing top talent into Investment Banking and Private Equity firms. We partner with some of the most exciting businesses across the US, helping them attract exceptional talent through a consultative, relationship-led approach. As we continue to grow, we're looking for an ambitious Sales Development Representative to focus on building relationships with candidates across our specialist market. This is an excellent opportunity for someone who enjoys connecting with people, building professional networks and developing a career in recruitment. The Opportunity This role is the perfect first step into recruitment for someone who is ambitious, curious and enjoys building lasting relationships. Initially, your focus will be on identifying, engaging and developing relationships with talented professionals within our specialist market. You'll become an expert in your sector, building a network of candidates and supporting them throughout their career journey. As you develop, you'll gain exposure to the full recruitment lifecycle, with the potential to progress into a 360 Recruitment Consultant role in the future, where you'll manage both clients and candidates while taking ownership of your own revenue. Key Responsibilities Candidate Sourcing & Networking • Proactively identify and approach high-quality candidates across the US market, • Use LinkedIn, job boards, referrals and networking to build talent pipelines, • Develop relationships with passive as well as active candidates, • Build and maintain a strong network within your specialist market, • Create talent maps for key clients and industries Candidate Engagement • Conduct introductory calls and in-depth interviews, • Understand candidates' career aspirations, motivations and long-term goals, • Provide guidance on market trends, opportunities and career progression, • Keep candidates engaged through regular communication and relationship building, • Deliver an exceptional candidate experience from first contact onwards Market Intelligence • Develop a deep understanding of your specialist industry, • Stay informed on hiring trends, salary expectations and competitor activity, • Share market insight with the wider recruitment team, • Become a trusted advisor within your talent network Recruitment Development • Learn best practice interviewing and candidate assessment techniques, • Support consultants throughout the recruitment process, • Gain experience in matching candidates to suitable opportunities, • Develop the commercial skills required to progress into a 360 recruitment role What We're Looking For Essential • Excellent communication and relationship-building skills, • Confidence speaking with professionals at all levels, • Naturally curious and enjoys getting to know people, • Highly organised with strong attention to detail, • Self-motivated and able to work remotely, • Willingness to work US hours, • Genuine interest in recruitment and helping people develop their careers Desirable • Previous experience in recruitment, customer service, sales or talent acquisition, • Experience using LinkedIn Recruiter or job boards, • Strong interviewing or relationship management skills, • Experience working towards performance targets What We Offer • Industry-leading recruitment training and mentoring, • Transparent commission structure, • A collaborative, supportive and high-performing team, • The opportunity to build a long-term career with a growing business

Looking to add to our Team of Traders Seminario Securities LLC – UHNW Registered Representative – Managing Director Job Requirements: • Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending, • Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors, • Profile, qualify, and convert prospects into SSLLC clients., • Identify and execute on new business opportunities with existing clients, • Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects, • Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management: • Serve as the client’s advocate and primary contact for strategic advice on financial matters, • Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients, • Manage client expectations regarding what can and cannot be executed on their behalf, • Ensure financial strategies are kept current and appropriately aligned with client objectives, • Understand and communicate the risk involved with financial and investment strategies, • Ensure all client inquiries and problems are handled effectively and resolved, • Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls: • Comply with all regulatory policies and control procedures regarding client transactions and suitability, • Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding SSLLC, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Skills and Knowledge: • Client facing experience, preferably in the financial services industry. Strong knowledge of investments and credit products, • Strong knowledge of financial industry and current market conditions, • Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills, • Ability to establish relationships and partner effectively with various groups including sales, service, operations and compliance, • Ability to understand, utilize and learn computer and web based applications Qualifications and Education: • 10+ years of experience, • Licensing: Series 7 & 66 (or 63 & 65), • Current book of AUMs, • Extensive and proven experience in Private Banking having covered the UHNW market Extensive experience in working with and/or leading client teams and transactions Demonstrated track record in relationship selling Primary Location: Coral Gables, FL. Compensation: Based on AUMs (Book of Business) / % Payout

About SaxeCap: SaxeCap is the premier AI transformation and investment platform in private equity. We pioneered the concept of buying out traditional businesses and transforming them with AI in 2018, and today we are the go-to AI transformation partner for 70+ PE firms globally, including 9 of the 10 largest by AUM as well as the world’s leading sovereign wealth funds. We've transformed 200+ businesses across healthcare services, business services, financial services, software, consumer, and more, driving billions of dollars of enterprise value expansion along the way. We operate at the intersection of three businesses: (1) a private equity investment arm, (2) an in-house AI transformation firm that designs and deploys bespoke GenAI, ML, and automation solutions, and (3) a suite of proprietary software products. Our team comes from places like Google, Palantir, Meta, Surge AI, Blackstone, TPG, Cerberus, Millenium, Balyasny, McKinsey, Bain, Oliver Wyman, MIT, Stanford, IIT, GSB, HBS, and Wharton. We were early investors in OpenAI, Anthropic, Groq, SpaceX, Neuralink, Mercor, Lambda Labs, etc. But what makes our team exceptional isn't where they came from or what they've invested in, it's what they ship. We are builders. About the Role: We are hiring an AI Deployment Specialist to join our AI transformation team. This is one of the highest-leverage early-career roles in AI and private equity. You will work directly alongside our VPs and senior leadership across every phase of AI-driven value creation, from evaluating opportunities for PE sponsors, to building transformation roadmaps for portfolio companies, to working with our engineers and data scientists as they deploy solutions into production. You will not be sitting in the back room building slides that someone else presents. From day one, you will be in the room with PE partners, portfolio company executives, and technical teams. You will run analyses that shape investment decisions, conduct the discovery that informs transformation roadmaps, manage workstreams on live AI deployments, and help quantify the EBITDA impact of what we build. The learning curve is steep and the exposure is unmatched. About You: You are early in your career but already operating above your title. You are technical enough to hold your own with engineers and data scientists, structured enough to synthesize complex information into clear recommendations, and scrappy enough to figure things out without being told exactly what to do. You want to be at the intersection of AI and business value creation, and you want reps, not theory. Specifically: • 2 to 5 years of experience in one or more of: strategy consulting, investment banking, private equity, AI/ML engineering, data science, or product management, • You have real technical chops: hands-on experience with Python, SQL, and data analysis tools is expected. Experience with generative AI, machine learning, NLP, or data science is a strong differentiator. You should be able to pull data, run analyses, and prototype solutions, not just talk about them., • You have strong analytical and structured thinking skills, whether from consulting, banking, engineering, or a technical research background, • You have experience managing stakeholder relationships and communicating complex technical concepts to non-technical audiences, • You have product instincts: you understand how to go from a user pain point to a scoped technical solution, and you have some experience coordinating with engineering or data science teams, • You have experience (or strong aptitude for) quantifying the business impact of technology initiatives in financial terms (enterprise value, EBITDA, ROI), • You thrive in fast-paced, ambiguous environments. You can context-switch across multiple projects, manage competing deadlines, and maintain quality under pressure., • You are a self-starter who takes ownership. You don't wait to be told what to do, you identify what needs to happen and make it happen., • Bachelor's and/or Master's degree in Computer Science, Engineering, Mathematics, or a related technical field from a top-tier institution, • Legally authorized to work in the US without sponsorship What Sets the Best Candidates Apart: The AI Deployment Specialists who rise fastest at SaxeCap share a few things in common: • Technical and commercial bilingualism. You can go from a Jupyter notebook to a client presentation without skipping a beat. You understand both the technical mechanics of AI solutions and the business logic of why they matter to a PE sponsor., • Bias toward building. You have evidence of making things: side projects, hackathon wins, open-source contributions, a startup attempt, or a product you shipped at work. We care far more about what you've built than where you've worked., • Analytical horsepower. You can take a messy, ambiguous problem and impose structure on it. Whether that's from case interviews, financial modeling, engineering problem sets, or research, you have a track record of rigorous, logical thinking under pressure., • Speed and ownership. You move fast and take the ball without being asked. The best AI Deployment Specialists at SaxeCap operate with the autonomy and accountability of someone two levels above their title, and get rewarded for it. Compensation & Growth: SaxeCap offers highly competitive compensation, and you will work directly with our senior leadership from day one, with significant client exposure and rapid professional development. The team is lean by design, there are no layers between you and impact. AI Deployment Specialists who perform are promoted quickly and given increasing ownership of client relationships and workstreams.

REMOTE | CAPITAL ORIGINATION / CAPITAL RAISING PROFESSIONAL (COMMISSION-ONLY TO SALARIED) | UTAH, USA About the Company Our client is an investment platform actively executing transactions and is looking to add an experienced Capital Origination / Capital Raising professional to support current and future deal activity. This is a highly entrepreneurial position suited to someone with an established network across institutional investors and capital providers. About the Role The successful candidate will be responsible for originating and securing capital for live transactions, including tax equity, debt financing and sponsor capital. Responsibilities • Originate capital for active investment opportunities., • Build relationships with tax equity investors, debt providers and sponsor capital partners., • Source and engage institutional investors, family offices, funds and strategic capital providers., • Coordinate fundraising efforts through to successful capital commitments., • Work closely with senior leadership on financing strategy and transaction execution. Qualifications • Strong background in capital raising, project finance, infrastructure, private equity, renewable energy or investment banking., • Existing network of tax equity providers, lenders, infrastructure investors or institutional capital sources., • Demonstrated ability to originate and close financing opportunities., • Self-driven and comfortable working in an entrepreneurial, performance-oriented environment., • Able to work independently in a fully remote setting. Required Skills • Strong background in capital raising, project finance, infrastructure, private equity, renewable energy or investment banking., • Existing network of tax equity providers, lenders, infrastructure investors or institutional capital sources., • Demonstrated ability to originate and close financing opportunities., • Self-driven and comfortable working in an entrepreneurial, performance-oriented environment., • Able to work independently in a fully remote setting. Preferred Skills • Experience in fundraising and capital origination., • Strong communication and interpersonal skills. Pay range and compensation package Commission-only initially, transitioning to salary/retainer upon demonstrated performance. Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices.

Vice President of Finance Grinnell, Iowa | Executive Leadership | Primarily Onsite Base salary starting in the low $200Ks + executive incentive opportunity with potential payout up to 60% | Relocation assistance available Lead the financial strategy behind a $300M+ global, multi-channel portfolio of businesses, with a seat at the executive table and the opportunity to directly influence how we grow, invest, and create long-term value. 2nd Adventure Services provides shared services and executive leadership support across a portfolio that includes Brownells, Crow Wholesale, and other brands in the rugged outdoors and firearms industry, serving B2C, B2B, law enforcement, and military customers. We are seeking a Vice President of Finance who combines enterprise-level financial leadership with a willingness to stay close to the business. Reporting directly to the CEO and serving as a member of the executive leadership team, this leader will oversee Finance while partnering closely with merchandising, supply chain, operations, and other business leaders across our portfolio. This is an opportunity for an accomplished finance leader who wants meaningful influence, broad business exposure, and the ability to help shape the next phase of a privately held, multi-brand organization. What You'll Lead • Set and execute long-range financial strategy, planning, forecasting, and financial priorities across the enterprise, • Lead consolidated financial reporting, budgeting, forecasting, and modeling across a complex, multi-entity organization, • Drive cash flow and working capital performance, including cash conversion cycle improvement, cash forecasting, liquidity planning, and treasury activities, • Own key banking relationships and bank reporting, ensuring strong communication and appropriate access to capital, • Partner with merchandising and supply chain leaders to improve inventory productivity, margin performance, COGS visibility, and working capital efficiency, • Translate financial performance into clear insights that help executive and functional leaders make better decisions, • Ensure strong financial governance, GAAP compliance, tax compliance, and enterprise risk management, • Lead and develop an experienced Finance team spanning accounting, FP&A, treasury, AP, and AR What We're Looking For • Significant experience leading both accounting and FP&A functions, • 10+ years of progressive financial leadership experience, • Demonstrated ownership of treasury, banking relationships, and financial forecasting, • Experience managing the financial dynamics of an inventory-intensive business, • Experience working within a multi-entity or multi-business organization, • Bachelor’s degree in finance, accounting, or a related field, • Strong executive communication skills with the ability to present complex financial information clearly to executive, board, and banking audiences, • Track record of building, developing, and leading high-performing teams, • Ability to operate strategically while remaining willing to engage directly in the work when needed, • Comfort working within and supporting the firearms and Second Amendment industry Experience leading finance in eCommerce, retail, merchandising, wholesale distribution, manufacturing, or another complex inventory-intensive business is strongly preferred. An MBA, CPA, or CFA is valued but not required. Why This Opportunity This role offers more than stewardship of the Finance function. You will have direct access to the CEO, meaningful influence on enterprise strategy, and the opportunity to help a recognizable portfolio of brands strengthen financial visibility, optimize capital performance, and make data-driven decisions around inventory, margin, investment, and growth. You will also inherit an established Finance team and join a business with significant momentum, with the ability to shape how Finance supports the organization going forward. Location & Work Arrangement This executive role is based at our headquarters in Grinnell, Iowa and requires a meaningful onsite leadership presence. We believe executive visibility and collaboration matter, while also providing appropriate flexibility at the VP level. Relocation assistance is available for candidates relocating to Iowa. Compensation Base salary starts in the low $200Ks, commensurate with experience, plus an executive incentive opportunity with potential payout up to 60%. If you are a finance leader who enjoys connecting financial strategy to business performance, developing strong teams, and working alongside leaders to turn insight into action, we would welcome the opportunity to learn more about you.

About the Fellowship The Venture Capital Fellowship provides practical venture capital experience through deal sourcing, investment diligence, market analysis, and startup evaluation. Participants gain exposure to real deals while learning how venture capital firms identify, assess, and support high-growth startups. 1752vc invests up to $100,000 per company through a structured three-month investment program focused on AI, Enterprise Software, Fintech, Frontier Technology, Healthcare, and PropTech. Responsibilities Fellows will participate in: • Deal sourcing, • Startup research and market analysis, • Investment diligence and evaluation, • Founder outreach and relationship management, • Industry trend monitoring and competitive analysis, • VC education Ideal Candidates This fellowship is designed for: • Investment banking, consulting, finance, or strategy professionals, • Venture capital and private equity career aspirants, • MBA candidates and graduate students interested in investing, • Startup founders and operators seeking investing experience, • Emerging fund managers, angels, and family office professionals What You'll Learn • Venture capital investment processes, • Startup evaluation methodologies, • Deal sourcing and diligence frameworks, • Market sizing and competitive analysis, • Founder assessment and relationship management, • Portfolio support and venture operations Program Structure • 8 week structured fellowship, • Remote-first participation, • Flexible schedule for qualified professionals, • Exposure to active investment opportunities, • Collaboration investors and operators Location The fellowship operates virtually, with select optional in-person opportunities in Los Angeles. Compensation This is not a traditional salaried role. Compensation is available and tied to performance, with the potential for participants to share in the fund's upside. Equal Opportunity 1752vc is committed to fostering diversity, equity, and inclusion across all programs.

A unique opportunity to build skills, contribute meaningfully, and grow within a high-growth, flexible consulting firm where your voice truly matters. The True West Difference At True West, we have intentionally built something different. Our culture is rooted in flexibility, trust, and the belief that great work should support a full life, not compete with it. Our team has the autonomy to manage their schedules, be present for what matters outside of work, and operate without the constraints of a traditional office. You won’t be siloed here. You’ll have visibility into the full client experience and the opportunity to contribute beyond a narrow role. We are a high-growth, boutique firm where your voice matters. You’ll work directly with approachable, down-to-earth leaders who value ideas, celebrate wins, and genuinely invest in their people. Your voice will matter, not in theory, but in how we operate every day. Grounded in the “Code of the West,” we hold a high bar for integrity, quality, and client service. In return, we offer a different kind of value exchange: competitive compensation paired with meaningful flexibility, autonomy, and the opportunity to grow alongside the firm. Job summary This role is focused on executing high-quality compliance operations work for registered investment adviser clients and building a strong foundation in RIA compliance. You will support client deliverables, follow established processes, and develop the technical skills needed to grow within the firm. This role is best suited for someone who has worked directly within a registered investment adviser and understands the operational support required within an RIA compliance program. We are looking for someone who has been in the weeds with registered investment adviser compliance documentation, regulatory filings, client deliverables, checklists, and related compliance support, not simply someone with broad financial services, banking, or broker-dealer exposure. Role and Responsibilities • Read and understand technical and legal documents such as Investment Advisers Act rules and regulations, U.S. Securities and Exchange Commission guidance and alerts, contracts, compliance manuals, policies and procedures, forms, reports, statements, and marketing materials, • Support the preparation and reconciliation of data for regulatory filings, such as Form ADV, Form CRS, Form D, Form 13F, and related RIA compliance filings, • Complete RIA employee email reviews and marketing material reviews for compliance with firm policies and SEC or state requirements, • Calculate and manipulate data from Excel spreadsheets to compare, reconcile, and identify areas of weakness to confirm conformance with rules and regulations, • Organize new client compliance files under a standard system, • Follow compliance tasks and checklists accurately, • Organize and store client documents in shared filing systems such as SharePoint and other electronic systems, • Embrace technology and learn new systems, • Gather meeting notes and input into client files accurately, • Build relationships and liaise with both client contacts and internal lead consultants, • Continuous Improvement - Develop best practices to improve service quality and productivity, • Technology Input - Provide input and feedback on technology solutions for RIA compliance and software development, • Professional Presence & Mindset - Thrive in a fast-paced, collaborative environment and align with the firm’s client service philosophy and the ‘Code of the West’, • Support lead consultants and/or Chief Compliance Officers with the operational execution of RIA compliance programs, • Assist with delivery-document preparation and organization for client compliance packets, • Work with compliance manuals, policies and procedures, Form ADV Part 2A, and related client-facing compliance documents, • Maintain a high level of accuracy, organization, and follow-through in a deadline-driven compliance environment Qualifications and Education Requirements • Prior compliance experience within a registered investment adviser required, • Familiarity with registered investment adviser operations, compliance programs, client deliverables, and regulatory filing support, • Experience supporting a Chief Compliance Officer, compliance team, or RIA operations/compliance function preferred, • Understanding of Form ADV, Form CRS, Form 13F, Form D, compliance manuals, policies and procedures, and marketing review processes preferred, • Candidates with only broad financial services, banking, or broker-dealer experience may not be the right fit unless they also have direct RIA compliance program, filing, documentation, or operational support experience., • Associate’s or Bachelor’s degree in business, finance, or related field preferred, • 1+ years of direct experience working in or supporting a registered investment adviser, preferably in a compliance, compliance operations, or administrative compliance support role, • Outstanding phone and email etiquette, • Strong communication and organizational skills, • Comfortable working independently, • Excellent written/verbal communication and presentation skills, • Strong interpersonal skills and ability to collaborate with colleagues, clients, and a team, • Flexibility to work independently and in a team environment, • Dedication to ethics, integrity, and client service, • Outstanding presence and professionalism across virtual meetings (Teams/Zoom), phone, and email communication, • Able to manage multiple projects simultaneously, • Microsoft Office proficiency, • Detail-oriented, • Knowledge of RIA or financial services technology, such as Orion, Redtail, eMoney, compliance tracking systems, document management systems, or similar platforms, a plus Who Thrives Here • Self-starters who take initiative without waiting to be told, • People who value flexibility but also take ownership of outcomes, • Individuals who enjoy both structure and continuous improvement, • Team players who communicate clearly and show up reliably, • Professionals who have the discipline, focus, and maturity to work successfully in a fully remote environment, • People who maintain a professional, distraction-free workspace and can stay focused during detailed compliance work, • Individuals who understand that flexibility comes with accountability, responsiveness, and strong client-service judgment Compensation & Benefits • Base salary starting at $75,000+ with bonus potential, • Medical, dental, vision, life, and disability insurance, • 15 days PTO and 10 paid holidays, • Fully remote, flexible work environment designed to support both high performance and personal life Other Notes The SEC Compliance Associate will report directly to the Lead Consultant. This is a unique opportunity to join a growing firm early and play a meaningful role in shaping its future. You will have the ability to influence how we build, operate, and serve our clients. We are intentional about creating an environment where your voice matters, your contributions are visible, and your growth is actively supported. Benefits include employee insurance including medical, dental and vision, life and disability insurance, 15 days of paid time off and 10 paid holidays and a flexible remote work location.

Investment Banking Associate Position: Investment Banking Associate Type: Contractor Compensation: $150–$220/hour Location: Remote About the Opportunity We are seeking experienced Investment Banking Associates to support a project focused on integrating AI into investment banking and equity research workflows. Apply your expertise in financial modeling, research, valuation, and deal processes to help train next-generation AI systems. No prior AI experience is required — your domain knowledge is what matters. Key Responsibilities • Share real-world workflows for using AI in financial modeling, research, and deal analysis., • Create example analyses, workflows, and reports using AI platforms., • Evaluate the accuracy and effectiveness of AI-generated financial outputs., • Compare traditional financial workflows with AI-enhanced approaches., • Identify practical benefits, limitations, and opportunities for AI integration., • Provide clear written and verbal feedback to improve AI tools and workflows. Required Qualifications • Strong background in investment banking, equity research, corporate finance, asset management, or related fields., • Hands-on experience with financial modeling, research, valuation, and transaction processes., • Experience using AI platforms for finance, such as Rogo, Hebbia, Model ML, Claude, or similar tools., • Strong financial analysis, data analysis, and communication skills., • Ability to explain and document financial workflows clearly. Preferred Qualifications • Experience as an Associate, VP, or Analyst involved in research, modeling, or transactions., • Experience integrating AI tools into professional financial workflows., • Strong understanding of fintech trends and AI adoption in finance., • Experience delivering actionable feedback and optimizing financial workflows. Compensation • Competitive compensation of $150–$220/hour., • Independent contractor engagement., • Approximately 10 positions available. Application Process • Submit your application and relevant experience., • Complete any required screening or evaluation., • Complete project onboarding and workflow guidelines training., • Begin project work if selected.

A high-growth financial services company in digital assets, with billions in assets under management, is hiring a Chief of Staff to work directly with its CEO. The business has strong institutional traction and is entering a new phase, with the CEO taking on a larger leadership team over the next six months. This hire will bring structure to how the CEO and the leadership team operate. The role: • Work side by side with the CEO, managing priorities, the calendar and the flow of requests, • Set the leadership team's operating rhythm: meeting agendas, one-on-ones, decision tracking and follow-through, • Screen inbound partnership, media and networking requests, and take first calls where needed, • Prepare board, investor and planning materials, including quarterly objectives and presentation decks, • Pull together input from across functions so decisions reach the CEO clear and ready to act on, • Run a small number of cross-functional projects, then hand them over to permanent owners, • Give the CEO a direct, honest view when something is off track Why it's interesting: • Direct exposure to a founder-CEO across fundraising, major partnerships and executive leadership, • Join at an inflection point for a company operating at the intersection of traditional finance and digital assets, • A senior, high-ownership team where your work is visible every day Compensation: $200k to $225k base, plus annual bonus and equity ownership Background: 3 to 7 years in investment banking, private equity, transactional consulting or similar, ideally followed by time in a high-growth company. Highly organised, analytical, and credible with senior external stakeholders. If you want a fast track into executive leadership and thrive on bringing order to a busy founder's world, I'd like to hear from you.

Vice President, M&A PE-Backed Services Platform | Remote Location: Remote with travel as needed A rapidly growing, private equity-backed services company is adding a senior M&A professional to its team as it continues an active acquisition strategy. This individual will play a central role in evaluating and executing acquisitions and will have significant ownership over the transaction process. The position offers direct exposure to senior leadership and the opportunity to help shape the company's continued growth through strategic acquisitions. This is a hands-on opportunity for someone who enjoys analyzing businesses, structuring transactions, managing diligence, and getting deals across the finish line. What You'll Do • Evaluate potential acquisition opportunities and assess strategic and financial fit, • Build and review acquisition models, valuations, and financial analyses, • Analyze historical financial performance and normalize EBITDA, • Lead financial and operational diligence on prospective acquisitions, • Manage transactions from LOI through closing, • Work directly with business owners and other transaction stakeholders, • Support negotiation of purchase price and other key transaction terms, • Evaluate deal structures, including rollover equity and holdbacks, • Coordinate legal, accounting, financing, and other outside advisors, • Prepare investment materials and transaction recommendations for senior leadership, • Manage multiple transactions and maintain momentum across the acquisition pipeline, • Partner with finance and operating leadership throughout the transaction process What We're Looking For • 5+ years of experience in M&A, Corporate Development, Investment Banking, Private Equity, or a similar transaction-focused role, • Demonstrated experience executing middle-market transactions, • Hands-on buy-side M&A experience, • Experience managing transactions from LOI through close, • Strong financial modeling and valuation skills, • Experience analyzing financial statements and normalized EBITDA, • Familiarity with transaction structures involving rollover equity, holdbacks, and related purchase terms, • Strong communication and negotiation skills, • Ability to work independently and manage multiple priorities, • High attention to detail and strong analytical judgment, • Bachelor's degree required Why Consider It? • Meaningful equity opportunity, • Fully remote flexibility, • Direct partnership with senior leadership, • Significant ownership of M&A execution, • Active acquisition strategy with continued transaction volume, • Opportunity to join a growing PE-backed platform at an important stage of expansion This is a strong opportunity for an M&A professional looking to move into a high-ownership role where they can directly influence transactions and long-term company growth.

Leverage Loan Portfolio Manager | Miami, FL I’m working with a growing specialty credit platform that operates at the intersection of leveraged finance, private credit and the insurance markets, helping banks and credit funds manage their exposure to leveraged loans. The firm is looking to add an Associate or Senior Associate to its Portfolio Management team. This is an excellent opportunity for a credit banker or investor who wants to take on meaningful responsibility across leveraged loan portfolio monitoring, credit analysis, financial modeling, and restructuring situations. Requirements: • 3–6 years of experience in credit risk, investment banking, corporate finance, or financial analysis, • Strong understanding of financial statements and credit analysis, • Experience with leveraged loans or corporate credit is highly relevant, • Experience managing or monitoring portfolios is a plus The platform is growing quickly and offers the opportunity to take on increasing responsibility as the team expands. If you're interested please apply below or reach out to with an updated CV and we can discuss further

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions, • Recommends banking and investments strategies that align with client financial goals and needs, • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds, • Mitigates and controls risk as part of daily activities, • Identifies and engages potential new clients through referrals or financial center clientele, • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days., • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services., • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded., • Sets and accomplishes goals, achieving whatever you put your mind to., • Builds and nurtures strong relationships., • Collaborates effectively with others to get things done., • Communicates effectively and confidently and is comfortable engaging all clients., • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment., • Likes to learn, adapts to new information and seeks the right solutions for clients., • Efficiently manages your time and capacity., • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Bi-lingual Spanish speaking, • Strong computer skills with an ability to multitask in a demanding environment., • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded., • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)., • Obtained your insurance licenses. Skills: • Account Management, • Advisory, • Client Experience Branding, • Customer and Client Focus, • Oral Communications, • Active Listening, • Attention to Detail, • Client Solutions Advisory, • Issue Management, • Pipeline Management, • Causation Analysis, • Client Management, • Policies, Procedures, and Guidelines, • Risk Management, • Written Communications Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Schedule: • Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Base pay for this role usually falls within $165,000.00 - $200,000.00. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. Basic Qualifications- Bachelor's degree, or equivalent work experience- 10 or more years of experience in high and ultra-high net worth client wealth management activities Preferred Skills/Experience- Excellent relationship management, networking, and business development skills- Extraordinary talent for driving business- Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services- Ability to partner with colleagues to identify and service unique clients' needs- Well-developed analytical and problem-solving skills- Excellent writing, speaking, and presentation skills- Ability to make critical decisions independently- Professional designation such as CFA or CFP is preferred The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.