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Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent, customer-centric, end-to-end banking experience. This position flexes across teller and desk responsibilities, combining accurate transaction execution with consultative conversations that build trust and deepen relationships. The Relationship Banking Representative actively listens to understand customer needs, educates customers on products, services, and digital tools, and provides thoughtful guidance or referrals that support customers’ financial well-being, while adhering to all bank policies, procedures, and security standards. Essential Responsibilities: Customer Experience & Relationship Management: • Deliver a welcoming, professional, and personalized customer experience during every interaction. Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey., • Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals., • Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset. Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools., • Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs. Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution., • Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement., • Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members. Sales, Advice & Business Development: • Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling., • Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships., • Participate in branch prospecting efforts, campaigns, and community engagement activities., • Collaborate with branch partners to refer customers to specialists for more complex financial needs., • Contribute to branch goals by consistently modeling needs-based conversations and relationship-building behaviors. Employee & Team Contributions • Act as a brand ambassador by modeling quality service in every customer interaction. Collaborate effectively with team members to support branch operations and customer experience goals., • Contribute to a positive, inclusive, and respectful work environment., • Take ownership of personal performance, development, and continuous improvement. Adapt positively to change and actively support new tools, processes, and initiatives., • Actively participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required, to enhance knowledge and skills., • May assist with training or mentoring new team members, as needed. Operational Excellence, Risk & Compliance: • Accurately perform teller and platform transactions and balance cash drawers within established policies and procedures., • Apply customer authentication, due diligence, and regulatory requirements to all transactions and account activities., • Maintain the confidentiality and security of customer and bank information at all times., • Follow dual control, open/close procedures, and security protocols consistently., • Participate in audits, internal reviews, and regulatory requests, as required., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Other Duties: • Provide support to other branches as needed to ensure proper staffing and service levels., • Perform other related duties as assigned or directed to support branch and bank objectives. Ancillary Duties: As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals. This may include supporting transactions, customer inquires, or traveling to other branches in the area to provide support as needed and to ensure proper staffing and service levels Qualifications Education, Training and Requirements: • High School Diploma or GED required, • Internal product knowledge, teller, and platform training preferred, • Ability to attend a 5–7-day initial training program, which may involve overnight travel depending on distance; the company covers or reimburses applicable travel expenses, such as mileage and lodging, • Reliable transportation Skills: • Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations, • Strong attention to detail with accurate and proficient math skills, • Clear thinking and sound judgement in a fast-paced, customer-focused environment, • Strong documentation and organizational skills with the ability to manage multiple priorities, • Proficiency in digital tools and Microsoft Office; comfort navigating banking systems and digital banking platforms, • Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions, • Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Experience: • Two (2) years of customer service and/or banking normally required, • Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity, • All applicants must be 18 years of age or older Other: • Ability to work flexible hours based on branch needs, • Travel to nearby branches may be required to support staffing and business needs, • Ability and willingness to travel to training sessions, meetings, professional development programs, and other company-sponsored events, as needed.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent, customer-centric, end-to-end banking experience. This position flexes across teller and desk responsibilities, combining accurate transaction execution with consultative conversations that build trust and deepen relationships. The Relationship Banking Representative actively listens to understand customer needs, educates customers on products, services, and digital tools, and provides thoughtful guidance or referrals that support customers’ financial well-being, while adhering to all bank policies, procedures, and security standards. Essential Responsibilities: Customer Experience & Relationship Management: • Deliver a welcoming, professional, and personalized customer experience during every interaction. Serve as a primary point of contact in the lobby, engaging customers proactively and guiding their in-branch journey., • Build trust by actively listening, asking thoughtful questions, and understanding customers’ financial needs and goals., • Process everyday banking transactions and routine inquiries accurately while maintaining a consultative, customer-first mindset. Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools., • Assist customers with issues such as balance discrepancies, debit card fraud, and other service needs. Advocate for customers by coordinating with internal partners and operational teams to ensure timely, accurate resolution., • Educate and guide customers on digital banking tools, self-service options, and best practices to enhance convenience and engagement., • Manage customer flow and wait times by scheduling, coordinating, or facilitating appointments with appropriate team members. Sales, Advice & Business Development: • Identify customer needs through conversation and observation, recommending appropriate banking solutions without pressure-based selling., • Generate and manage customer follow-ups, outreach calls, and appointment setting to strengthen relationships., • Participate in branch prospecting efforts, campaigns, and community engagement activities., • Collaborate with branch partners to refer customers to specialists for more complex financial needs., • Contribute to branch goals by consistently modeling needs-based conversations and relationship-building behaviors. Employee & Team Contributions • Act as a brand ambassador by modeling quality service in every customer interaction. Collaborate effectively with team members to support branch operations and customer experience goals., • Contribute to a positive, inclusive, and respectful work environment., • Take ownership of personal performance, development, and continuous improvement. Adapt positively to change and actively support new tools, processes, and initiatives., • Actively participate in branch meetings, training programs, and professional development opportunities, including travel to training locations as required, to enhance knowledge and skills., • May assist with training or mentoring new team members, as needed. Operational Excellence, Risk & Compliance: • Accurately perform teller and platform transactions and balance cash drawers within established policies and procedures., • Apply customer authentication, due diligence, and regulatory requirements to all transactions and account activities., • Maintain the confidentiality and security of customer and bank information at all times., • Follow dual control, open/close procedures, and security protocols consistently., • Participate in audits, internal reviews, and regulatory requests, as required., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Other Duties: • Provide support to other branches as needed to ensure proper staffing and service levels., • Perform other related duties as assigned or directed to support branch and bank objectives. Ancillary Duties: As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals. This may include supporting transactions, customer inquiries, or traveling to other branches in the area to provide support as needed and to ensure proper staffing and service levels. Qualifications Education, Training and Requirements: • High School Diploma or GED required, • Internal product knowledge, teller, and platform training preferred, • Ability to attend a 5-7 day initial training program, which may involve overnight travel depending on distance; the company covers or reimburses applicable travel expenses, such as mileage and lodging, • Reliable transportation Skills: • Excellent interpersonal, listening, and communication skills with the ability to engage customers in meaningful financial conversations, • Strong attention to detail with accurate and proficient math skills, • Clear thinking and sound judgement in a fast-paced, customer-focused environment, • Strong documentation and organizational skills with the ability to manage multiple priorities, • Proficiency in digital tools and Microsoft Office; comfort navigating banking systems and digital banking platforms, • Ability to build trust, demonstrate empathy, and remain professional during complex or sensitive customer interactions, • Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Experience: • Two (2) years of customer service and/or banking normally required, • Demonstrated ability to work directly with customers in a service, advisory, or problem-solving capacity, • All applicants must be 18 years of age or older Other: • Ability to work flexible hours based on branch needs, • This position is designated as a rotating role and requires regular travel to multiple branch locations within the region. Reliable transportation is required, and mileage is reimbursed according to company policy. Flexibility in scheduling and adaptability to different branch environments is essential, including coverage on short notice., • Ability and willingness to travel to training session, meetings, professional development programs, and company-sponsored events, as required.

Job DescriptionPRIVATE WEALTH MANAGERFull-Time/In-Person/ Capital Region Fusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. This role is ideal for a relationship-driven professional who combines strong financial planning knowledge with exceptional client service and communication skills. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience. Key Responsibilities: • Serve as the primary relationship manager for high-net-worth clients, • Develop and maintain comprehensive financial plans tailored to each client’s goals and evolving needs, • Advise clients on retirement planning, investment strategy, cash flow, tax-efficient planning, estate considerations, and risk management, • Coordinate with outside professionals including accountants, attorneys, and insurance specialists to support integrated planning strategies, • Collaborate with internal investment and operations teams to implement and monitor portfolio strategies, • Conduct client review meetings and provide proactive communication during market and life events, • Support business development efforts through referrals, networking, and relationship cultivation, • Maintain accurate client records and documentation within CRM and compliance systems Qualifications:, • Bachelor’s degree required; finance, business, economics, or related field preferred, • Minimum 3 years of experience in wealth management, financial advisory, private banking, or investment advisory services, • CFP® designation or progress toward advanced financial planning credentials strongly preferred, • Experience working with high-net-worth clients and sophisticated financial planning needs, • Strong understanding of investment management, retirement planning, tax-aware strategies, and fiduciary client service, • Familiarity with financial planning software, CRM platforms, and portfolio management systems preferred, • Excellent interpersonal, presentation, and relationship management skills Compensation & Benefits: Competitive base compensation with performance-based bonus opportunities, comprehensive health benefits, retirement plans, and professional development support including continuing education and licensing assistance. Salary: $90-120k Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer

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.

Job DescriptionDescription: Company Overview: Rail Modal Group (“RMG”) is an integrated transportation solutions platform serving agricultural producers, commodity merchants, and other supply chain participants across the United States. Through its network of strategically located rail terminals in North Dakota, Texas, Nebraska, and Missouri, RMG helps customers efficiently move agricultural commodities and products to international markets. RMG is headquartered in Latham, NY, led by an industry executive team with decades of sector experience, and backed a well capitalized financial sponsor. We are seeking an experienced FP&A & Corporate Development Manager to help support the company’s next phase of growth and become a key member of RMG’s finance leadership team. Position Summary: The FP&A & Corporate Development Manager will report to the VP of Finance and serve as a trusted resource for the company’s senior management team and Board of Directors. The individual will play a critical role in budgeting, forecasting, business analytics, capital investment analysis, strategic initiatives, and investor reporting activities. The role combines traditional FP&A responsibilities with strategic finance and corporate development functions, requiring an individual that can manage several workstreams and work closely with senior leaders to provide data-driven insights that support strategic and operational decision-making. Requirements: Key Responsibilities: • Lead the annual budgeting and quarterly forecasting processes., • Build and maintain detailed financial models for scenario planning, acquisitions, and capital projects. Produce insightful analysis to support key strategic decisions., • Evaluate returns on growth initiatives and capital projects using IRR, ROI, and other investment metrics., • Lead critical workstreams in any M&A process (financial modelling, valuation, due diligence, etc.) and work with the senior management team to develop a pipeline of opportunities for acquisitions and strategic partnerships. Develop business cases supporting capital allocation decisions., • Perform valuation analysis and track performance against plan for ongoing reporting requirements, • Track and analyze KPIs and financial performance versus budget/forecast., • Analyze costs across departments and projects to ensure accuracy, identify variances, and provide actionable detail and insights to business leaders., • Prepare board and investor reporting packages with relevant financial insights., • Support long-range planning and strategic initiatives, • Monitor debt covenants in forecasting., • Work closely with accounting, operations, commercial, and executive teams to ensure financial visibility across decision-making processes. Qualifications: Required: • Bachelor’s degree in Finance, Accounting, Economics, Business, or related field., • 5+ years of progressive FP&A or finance experience (investment banking, lending, corporate development, transaction advisory, consulting, investing, etc.)., • Advanced Excel and financial modeling skills., • Strong analytical mindset, attention to detail, and ability to communicate financial insights to non-financial stakeholders., • Demonstrated experience building budgets, forecasts, and long-range planning models., • Excellent presentation, communication, and writing abilities., • Proven ability to manage multiple projects and competing priorities., • Ability to work in RMG’s headquarters in Latham, NY up to 4 days per week. Preferred: • Prior experience with infrastructure, transportation, logistics, or supply chain businesses., • Proficiency with financial planning tools and ERP systems (e.g., NetSuite, Adaptive Insights, or Power BI)., • Prior experience working in a private equity-backed company., • Exposure to M&A, corporate development, or strategic finance initiatives.

Job Description Hotels Position Summary The Corporate Director of Finance & Accounting is a key member of the leadership team responsible for leading the accounting and financial management functions for a growing hotel ownership, development, and management company. This individual will oversee all corporate and property-level accounting operations, financial reporting, budgeting, internal controls, payroll oversight, and compliance while serving as a strategic business partner to executive leadership and hotel operations. Salary Range: $130k-140k + Bonus + Full benefits + Relocation + 401k This position replaces the Company's outsourced accounting function and is responsible for building and maintaining a scalable accounting infrastructure that supports continued portfolio growth. The ideal candidate combines strong technical accounting expertise with hospitality industry knowledge, operational insight, and a continuous improvement mindset. Key Responsibilities: Financial Accounting & Reporting • Lead all corporate and property-level accounting functions., • Own the monthly, quarterly, and annual financial close process., • Prepare and review accurate and timely financial statements for all entities., • Perform and oversee monthly and year end bank account and balance sheet reconciliations., • Ensure integrity of the general ledger, chart of accounts, journal entries, fixed assets, prepaid expenses, accruals, and intercompany transactions., • Coordinate year-end financial reporting and support external accountants during tax preparation and annual reviews. Internal Controls & Accounting Governance • Develop, implement, and maintain strong accounting policies, internal controls, and Standard Operating Procedures (SOPs)., • Ensure compliance with GAAP, the Uniform System of Accounts for the Lodging Industry (USALI), company policies, and lender requirements., • Establish consistent accounting practices across all hotels and corporate entities., • Monitor financial risk and recommend process improvements to strengthen internal controls. Property Accounting & Operational Oversight • Oversee all property-level accounting activities and provide financial guidance to hotel General Managers, transforming GMs into experts about ‘the business of hotels.’, • Conduct periodic property visits to review accounting procedures, cash controls, bank audits, revenue reporting, payroll practices, status of hotel’s AR and compliance with company standards., • Ensure accurate accounting within hotel Property Management Systems (PMS) and related financial systems., • Partner with Operations to improve financial performance and operational efficiency. Budgeting, Forecasting & Financial Analysis • Lead the annual operating and capital budgeting process, which begins in August., • Prepare monthly financial forecasts and cash flow projections., • Analyze operating results, labor productivity, departmental expenses, and key hotel performance metrics., • Provide variance analysis comparing actual results to budget, forecast, prior year, and prior month., • Develop recommendations to improve profitability, cash flow, and return on investment. Payroll, Cash Management & Compliance • Oversee payroll processing and related accounting activities., • Monitor company cash flow, banking relationships, and working capital., • Oversee sales, use, occupancy, and other required tax filings., • Coordinate lender reporting, annual audits, insurance audits, and regulatory compliance requirements. Systems, Technology & Process Improvement • Oversee financial systems including accounting software, payroll systems, banking platforms, and hotel Property Management Systems., • Ensure proper integration between operational and financial systems., • Identify opportunities to automate processes, improve reporting, and increase efficiency., • Support implementation of financial technology and standardized reporting across the portfolio. Development, Capital Projects & Growth • Support accounting and financial reporting for new hotel developments, acquisitions, renovations, and capital projects., • Assist with due diligence for acquisitions and dispositions., • Develop accounting processes and reporting for newly opened or acquired hotels., • Maintain capital expenditure reporting and fixed asset records. Leadership. Team and Company Development • Supervise and mentor accounting personnel, including the Accounting Specialist., • Establish performance expectations and foster professional development., • Partner with property leadership to strengthen financial knowledge and accountability. Our objective here is to have each hotel become a highly functioning team., • Promote a culture of accuracy, integrity, collaboration, and continuous improvement throughout the organization. Qualifications: Education • Bachelor's degree in Accounting, Finance, or related field required., • CPA designation preferred. We would be willing to support a candidate to become a CPA. Experience • Minimum of 7–10 years of progressive accounting or finance leadership experience., • Multi-property hospitality accounting experience strongly preferred., • Experience with hotel ownership, management companies, or select-service hotel portfolios preferred., • Experience with budgeting, forecasting, payroll oversight, internal controls, and multi-entity accounting., • Experience supporting hotel development, acquisitions, or capital projects is a plus. Knowledge & Skills • Thorough knowledge of GAAP and USALI., • Strong understanding of hotel financial operations and property accounting., • Advanced Microsoft Excel and financial reporting skills., • Experience with hotel accounting systems, Property Management Systems (PMS), and payroll platforms., • Excellent analytical, organizational, and problem-solving abilities., • Strong written and verbal communication skills with the ability to present financial information to executive leadership. Leadership Competencies • Financial Stewardship, • Strategic Thinking, • Operational Partnership, • Process Improvement, • Accountability, • Integrity, • Leadership & Team Development, • Business Acumen, • Change Management Success Measures • Timely and accurate monthly financial reporting., • Accurate bank and balance sheet reconciliations., • Strong internal controls and documented accounting procedures., • Budget and forecast accuracy., • Effective cash flow management., • Payroll and tax compliance., • Successful support of hotel operations and executive leadership., • Continuous improvement of accounting systems and processes., • Development of a scalable accounting platform that supports the Company's continued growth. If you are interested in this exciting opportunity, please send your resume to Kevin Buck at kbuck@geckohospitality.com for immediate consideration.

Job Description Overview Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A strategic leader responsible for advancing enterprise-wide revenue performance through data-driven insights, referral optimization, and commercial performance governance. This role serves as the central driver of a disciplined, analytics-led sales culture—integrating referral strategy, performance measurement, and incentive alignment to improve cross-line-of-business collaboration, increase conversion outcomes, and accelerate revenue growth. The position owns the Community Connect referral platform and partners across business lines, Finance, HR, and leadership teams to deliver actionable insights, enhance sales effectiveness, and align performance with strategic objectives. Essential Duties: Enterprise Referral Strategy & Sales Enablement • Serve as the business owner for the Community Connect program, positioning it as a core driver of revenue growth and cross-line-of-business collaboration., • Lead the strategy and execution of referral initiatives across Community Bank, BPAS, OneGroup, and Nottingham Financial Group., • Enable frontline teams and Regional Business Partners with tools, insights, and best practices to drive pipeline activity and referral conversion., • Identify and scale successful referral behaviors through structured communication, playbooks, and success storytelling., • Facilitate alignment across business lines on priority opportunities, client strategies, and coordinated go-to-market execution. Referral Platform Governance & Optimization • Own the end-to-end referral platform, including workflows, data standards, governance, and system enhancements., • Establish and enforce consistent processes for referral quality, ownership, routing, and service-level expectations., • Drive platform adoption, user engagement, and data integrity through ongoing monitoring and targeted interventions., • Partner with Technology and Operations to enhance system functionality, improve user experience, and expand CRM integration., • Continuously optimize referral processes to improve speed, efficiency, and conversion performance. Revenue Analytics & Performance Insights • Develop and deliver enterprise-wide reporting and dashboards that provide clear visibility into pipeline health, referral activity, and revenue contribution., • Monitor and analyze key performance indicators, including referral volume, conversion rates, cross-sell effectiveness, and line-of-business collaboration., • Translate complex data into actionable insights that inform sales strategy, resource allocation, and performance improvement initiatives., • Identify trends, coverage gaps, and growth opportunities to support proactive decision-making., • Expand self-service reporting capabilities and data visualization tools for business partners and leadership. Commercial Performance Management & Incentive Governance • Lead the design, governance, and execution of Commercial Banking scorecards and performance measurement frameworks., • Ensure consistency and integrity in metrics, data sources, and methodologies across regions and segments., • Oversee end-to-end performance reporting, including validation, audit readiness, and transparency of incentive outcomes., • Partner with Finance and HR to align incentive plans with strategic objectives, regulatory expectations, and business performance., • Deliver executive-level insights that clearly connect performance results to incentive outcomes and behavioral drivers. Stakeholder Engagement & Change Leadership • Build strong, trusted relationships across business lines to drive alignment, adoption, and sustained engagement., • Lead enterprise communication efforts related to revenue performance, referral outcomes, and strategic priorities., • Support complex, multi-line-of-business client opportunities through coordination and internal alignment., • Design and implement recognition programs that reinforce collaboration, accountability, and high-performance behaviors., • Act as a catalyst for cultural transformation toward a more data-driven, performance-focused sales organization. Ancillary Duties: As an integral member of CFSI, this position is responsible to provide assistance wherever necessary to help the Company in achieving our goals. Qualifications Education and Training: • Bachelor’s degree in Business, Finance, Analytics, or a related field. Experience: • All applicants must be 18 years of age or older., • 8–12+ years of experience in Commercial Banking, Sales Strategy, Analytics, or Business/Program Management., • Demonstrated success leading cross-functional initiatives across multiple business lines., • Experience with CRM systems, referral platforms, and performance or incentive analytics., • Proven track record delivering executive-level reporting and actionable performance insights. Skills & Competencies: • Strong strategic thinking with the ability to translate data into business outcomes., • Exceptional stakeholder management and influence across senior leadership and frontline teams., • Advanced analytical and problem-solving capabilities., • Excellent communication skills, including executive presentations and storytelling with data., • High proficiency in Microsoft Excel, PowerPoint, and reporting tools; experience with data visualization platforms preferred., • Strong attention to detail, governance discipline, and ability to manage multiple priorities., • Results-oriented mindset focused on revenue growth, performance improvement, and client outcomes., • Understanding of data governance, internal controls, and regulatory considerations. Success Measures: • Increased referral volume, engagement, and revenue contribution across the enterprise, • Improved conversion rates, pipeline visibility, and referral cycle times, • Strengthened cross-line-of-business collaboration and opportunity generation, • High confidence in scorecard accuracy, performance reporting, and incentive transparency, • Enhanced executive visibility into key revenue drivers through actionable analytics, • Sustained adoption and effectiveness of Community Connect as a strategic sales tool, • Measurable improvements in sales effectiveness and performance culture

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The CRE Transaction Specialist supports the execution of commercial real estate capital markets transactions by ensuring a seamless and efficient process from deal handoff through closing and into post-closing follow-up. This role is responsible for coordinating transaction activities, maintaining organization of documentation, and supporting a consistent and high-quality client experience throughout the deal lifecycle. The CRE Transaction Specialist serves as a key point of contact during the execution phase, facilitating communication between internal teams and external stakeholders while proactively managing timelines, deliverables, and issue resolution. The position plays a critical role in maintaining transparency, responsiveness, and accuracy to ensure successful closings and positive client outcomes. This role works closely with originations, underwriting, legal counsel, capital partners, and servicing teams to support workflow efficiency, minimize execution risk, and ensure timely completion of transactions. As part of the broader Commercial Banking platform, the CRE Transaction Specialist may also assist in supporting client service needs, including responding to inquiries, maintaining transaction records, and providing reporting or documentation as required. Essential Duties: • Coordinates the transaction process from deal handoff through closing, ensuring timely completion of all deliverables and adherence to established timelines., • Maintains transaction workflows, checklists, and documentation, ensuring accuracy, organization, and completeness of all deal-related information., • Collaborates with internal and external stakeholders (originations, underwriting, legal, lenders, title, and clients) to facilitate efficient closings and resolve outstanding items., • Serves as a primary day-to-day client contact during the execution phase, providing updates and ensuring a consistent, high-quality client experience., • Tracks due diligence, closing conditions, and outstanding requirements, proactively following up to mitigate delays and support successful transaction execution., • Supports seamless transition of closed transactions by coordinating with servicing teams and ensuring proper handoff of documentation and information., • Assists with preparation and organization of transaction materials, including lender packages, closing documents, and client deliverables., • Maintains accurate transaction records and reporting, ensuring data integrity across internal systems and supporting pipeline visibility., • Identifies process gaps or inefficiencies and contributes to improvements in transaction workflows and overall execution practices., • Responds to internal and external inquiries in a timely, professional manner, supporting overall client service objectives and team responsiveness. Ancillary Duties: As an integral member of the Commercial Banking Department, this position is also responsible to provide assistance wherever necessary to help the Commercial Banking Department and the Bank in achieving their annual goals. Qualifications Education, Training and Requirements: • Associate's or Bachelor's degree preferred in real estate, business, finance, or related field. Equivalent experience may be substituted. Skills: • Strong communication, organization, multitasking, Microsoft Office proficiency, attention to detail, ability to manage deadlines. Experience: • Minimum of 7 or more years of experience in commercial real estate, legal, lending, title/closing, or other relevant transaction, banking, or business-related experience preferred., • All applicants must be 18 years of age or older.

Director Location: Remote Hours: Monday–Friday, 9:00 AM–6:00 PM U.S. Central Time Start Date: Immediate Division: Investment Banking Job Description Post Oak Group is seeking an experienced investment banking and fundraising professional to serve as Director – Pitch Coaching & Fundraising Strategy. This is a senior, client-facing role focused on helping founders, CEOs, and management teams improve how they present their companies to investors and position their fundraising opportunities. The ideal candidate has 5+ years of experience across investment banking, venture capital, private equity, transaction advisory, corporate finance, startup fundraising, investor relations, or a closely related field, with significant experience preparing executives for investor presentations and capital-raising conversations. The Director will lead pitch coaching sessions, fundraising strategy meetings, and management preparation calls. The role is highly focused on improving the quality, clarity, credibility, and effectiveness of investor presentations. This person should be able to quickly assess a company’s investment story, identify weaknesses in the pitch, anticipate investor objections, and coach management teams on how to communicate their business model, financial performance, growth opportunity, competitive positioning, valuation, and capital needs more effectively. The Director will also help clients refine their fundraising strategy, including investor targeting, positioning, transaction timing, messaging, and meeting preparation. This role requires strong executive presence, commercial judgment, and the ability to provide direct, constructive feedback to founders and senior executives. The successful candidate must be comfortable challenging management teams when their messaging, assumptions, presentation style, or fundraising strategy requires improvement. This is not a junior execution role. The Director will be expected to independently lead senior-level advisory and coaching sessions while working closely with Post Oak Group’s deal teams. Responsibilities • Lead pitch coaching sessions with founders, CEOs, and senior management teams., • Prepare clients for investor meetings, management presentations, diligence calls, and follow-up discussions., • Evaluate pitch decks and management presentations from an institutional investor perspective., • Identify weaknesses in messaging, presentation structure, investment thesis, financial narrative, valuation expectations, and overall positioning., • Coach executives on how to communicate their business model, market opportunity, competitive advantage, growth strategy, financial performance, and use of proceeds., • Help management teams anticipate and respond effectively to difficult investor questions and objections., • Advise clients on fundraising strategy, investor positioning, transaction timing, and investor targeting., • Provide direct and constructive feedback on executive communication, presentation style, clarity, credibility, and delivery., • Help clients strengthen their overall investment narrative and ensure consistency across pitch decks, financial models, CIMs, teasers, and investor discussions., • Review financial forecasts, KPIs, valuation assumptions, transaction structures, and other supporting materials relevant to the pitch., • Work closely with internal deal teams to understand each transaction and align pitch strategy with the broader fundraising process., • Conduct role-play sessions and simulated investor meetings to prepare clients for live investor interactions., • Identify common investor concerns and help management teams develop clear, credible responses., • Manage multiple client engagements and coaching sessions simultaneously across different industries and business models., • Maintain high standards of professionalism, responsiveness, preparation, and follow-through. Requirements • 5+ years of professional experience in investment banking, venture capital, private equity, transaction advisory, corporate finance, startup fundraising, investor relations, or a closely related field., • Significant experience working directly with founders, CEOs, management teams, investors, or senior executives., • Demonstrated experience leading investor presentations, pitch preparation, fundraising strategy meetings, or executive coaching sessions., • Strong understanding of institutional investor expectations and how investors evaluate companies and transactions., • Ability to quickly identify weaknesses in investment narratives, business models, financial assumptions, positioning, and presentation materials., • Strong executive presence and the ability to provide candid, constructive feedback to senior executives., • Exceptional spoken and written English, with the ability to communicate naturally and persuasively with U.S.-based clients., • Strong understanding of fundraising strategy, valuation, capital structure, dilution, investor targeting, and transaction dynamics., • Ability to review pitch decks, financial models, forecasts, CIMs, teasers, and investor materials from a strategic perspective., • Strong analytical and commercial judgment., • Excellent presentation, communication, and coaching skills., • Ability to manage multiple clients, meetings, and deadlines simultaneously., • Highly organized with strong attention to detail and consistent follow-through., • Comfortable working independently and taking ownership of senior-level client interactions in a fast-paced remote environment., • Experience at an investment bank, VC/PE fund, Big Four transaction advisory practice, startup advisory firm, or venture-backed company strongly preferred., • Experience coaching executives or preparing management teams for investor presentations strongly preferred., • Must be available to work Monday through Friday from 9:00 AM–6:00 PM U.S. Central Time., • Must be available to start immediately. Why The Post Oak Group The Post Oak Group delivers institutional-quality investment banking advisory with boutique-level service and direct senior involvement. We advise companies and business owners on complex financial transactions and help management teams communicate their opportunities effectively to sophisticated investors.

Location: 615 Columbia Turnpike, East Greenbush New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Essential Functions • Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million., • Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly., • Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff., • Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals., • Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate., • Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base., • Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production., • Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • High School Diploma or equivalent experience (required) or, • Bachelor's Degree (preferred) Licenses and Certifications • FINRA Security Industry Essentials (SIE) Upon Hire (required), • FINRA License S7 Upon Hire (required), • FINRA License S66 or S63 and 65 Upon Hire (required), • Certified Financial Planner (CFP) (preferred), • Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required), • In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. Skills • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space., • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results., • Strong client centric focus., • Proven ability to work as a collaborative team member., • Ability to use standard office equipment, proprietary financial services systems. Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel • Occasional travel to include overnight stay. Driving Requirements • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn commission and deferred incentive compensation.This position is eligible to earn a base salary rate of $62,400 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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.

The Opportunity My client is seeking a commercially driven Sales + Business Development professional to help grow a middle market M&A advisory practice by converting qualified inbound opportunities into signed sell-side advisory engagements. You will work directly with founders and privately held business owners who are evaluating a sale, recapitalization, liquidity event, or other strategic alternatives. This is a consultative, relationship-driven role requiring strong business judgment, executive-level communication, and disciplined follow-through. You will lead prospective clients through the early advisory and decision-making process, assess transaction readiness and fit, communicate the value of professional M&A representation, and create the confidence needed to move forward with an engagement. What You Will Do • Engage with qualified inbound business owners exploring a sale, recapitalization, or other strategic transaction., • Lead consultative discovery conversations to understand company background, owner objectives, timing, valuation expectations, and decision criteria., • Assess transaction readiness, strategic alignment, and overall fit for the firm’s sell-side M&A advisory services., • Present the firm’s M&A process, capabilities, positioning, deliverables, and value proposition in clear and credible language., • Build strong relationships with founders, entrepreneurs, and senior executives throughout the decision-making process., • Address questions and concerns related to valuation, timing, fees, confidentiality, market conditions, and the advisory process., • Create momentum through strategic follow-up, clear next steps, and consistent communication., • Advance qualified opportunities from initial consultation through proposal discussions and signed engagement letters., • Maintain accurate CRM records, pipeline stages, forecasts, follow-up activity, and conversion reporting., • Collaborate with senior bankers to ensure a seamless transition of newly engaged clients into transaction execution., • Provide feedback on lead quality, client sentiment, market conditions, messaging, and opportunities to improve conversion. What You Bring • Proven experience in consultative B2B sales, business development, high-ticket sales, financial services, or professional advisory services., • Demonstrated ability to close complex, high-value engagements involving multiple conversations and sophisticated decision-makers., • Strong discovery, presentation, negotiation, objection-handling, and relationship-building skills., • Executive presence and the ability to communicate credibly with founders, business owners, and C-suite executives., • Strong business acumen with the ability to understand privately held companies, owner objectives, and transaction considerations., • Disciplined pipeline management, follow-up habits, organization, and accountability in a remote environment., • Comfort working within a performance-driven, commission-only compensation structure., • Experience in M&A, investment banking, private equity, business brokerage, finance, consulting, accounting, wealth management, or related professional services is preferred., • Full-time remote availability from 9:00 AM to 5:00 PM Central Time. Why Join You will work with qualified inbound opportunities, engage directly with accomplished business owners at pivotal moments, collaborate with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help secure.

The Opportunity My client is seeking a commercially driven Sales + Business Development professional to help grow a middle market M&A advisory practice by converting qualified inbound opportunities into signed sell-side advisory engagements. You will work directly with founders and privately held business owners who are evaluating a sale, recapitalization, liquidity event, or other strategic alternatives. This is a consultative, relationship-driven role requiring strong business judgment, executive-level communication, and disciplined follow-through. You will lead prospective clients through the early advisory and decision-making process, assess transaction readiness and fit, communicate the value of professional M&A representation, and create the confidence needed to move forward with an engagement. What You Will Do • Engage with qualified inbound business owners exploring a sale, recapitalization, or other strategic transaction., • Lead consultative discovery conversations to understand company background, owner objectives, timing, valuation expectations, and decision criteria., • Assess transaction readiness, strategic alignment, and overall fit for the firm’s sell-side M&A advisory services., • Present the firm’s M&A process, capabilities, positioning, deliverables, and value proposition in clear and credible language., • Build strong relationships with founders, entrepreneurs, and senior executives throughout the decision-making process., • Address questions and concerns related to valuation, timing, fees, confidentiality, market conditions, and the advisory process., • Create momentum through strategic follow-up, clear next steps, and consistent communication., • Advance qualified opportunities from initial consultation through proposal discussions and signed engagement letters., • Maintain accurate CRM records, pipeline stages, forecasts, follow-up activity, and conversion reporting., • Collaborate with senior bankers to ensure a seamless transition of newly engaged clients into transaction execution., • Provide feedback on lead quality, client sentiment, market conditions, messaging, and opportunities to improve conversion. What You Bring • Proven experience in consultative B2B sales, business development, high-ticket sales, financial services, or professional advisory services., • Demonstrated ability to close complex, high-value engagements involving multiple conversations and sophisticated decision-makers., • Strong discovery, presentation, negotiation, objection-handling, and relationship-building skills., • Executive presence and the ability to communicate credibly with founders, business owners, and C-suite executives., • Strong business acumen with the ability to understand privately held companies, owner objectives, and transaction considerations., • Disciplined pipeline management, follow-up habits, organization, and accountability in a remote environment., • Comfort working within a performance-driven, commission-only compensation structure., • Experience in M&A, investment banking, private equity, business brokerage, finance, consulting, accounting, wealth management, or related professional services is preferred., • Full-time remote availability from 9:00 AM to 5:00 PM Central Time. Why Join You will work with qualified inbound opportunities, engage directly with accomplished business owners at pivotal moments, collaborate with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help secure.

About L Capital: L Capital is a specialty private equity firm that advises and invests alongside the world’s leading buyout and growth equity funds in Technology, Business Services, Consumer, and Industrial sectors. Founded in 2015, our strategy combines longstanding PE investing relationships with our global executive network to unlock and transform deal opportunities. L Capital’s Diligence & Advisory business leverages a global executive network to provide lead private equity sponsors with valuable “executive-led” deal insights across the entire investment lifecycle. Such services include deal origination, sector development, diligence support, and leadership acceleration. What We’re Looking For: The Research Associate is an integral part of the Diligence & Advisory team at L Capital. This individual will lead research on pre-deal projects with our Private Equity clients. They will conduct in-depth market analysis to map sector/company ecosystems, identify relevant targets and candidates, and advise/contribute to project strategy. They will identify and communicate with C-suite industry leaders, board members, and executives. This proprietary research and candidate communication will ultimately inform L Capital’s investment decisions. What You’ll Do: • Manage multiple research projects with changing priorities, • Work closely with senior team members to deeply understand the PE client’s needs, • Develop and execute sourcing strategies via desktop research to identify appropriate company targets and candidates, • Client-facing communication with executives and PE sponsor daily, • Maintain project records, client reports with KPIs, and vendor management, • Clearly and effectively communicate with key stakeholders to help inform investment decisions, grow the L Capital portfolio, and scale the Diligence & Advisory business, • Work in coordination with the L Capital senior leadership for fundraising and portfolio initiatives What You Will Bring: • Bachelor’s degree from an accredited undergraduate institution required, • 2-3 years' experience in business services required - B2B consulting experience, market research, talent sourcing/research, or recruiting experience preferred; priority given to candidates with software/tech, industrial, manufacturing, business services, CPG, and healthcare market experience, • Exposure to the financial services industry preferred – private equity, investment banking, venture capital, and buyside and sell side acquisition., • Experience managing and executing projects simultaneously with successful ability to course-change and iterate, • Experience working successfully independently and with multiple stakeholders, • Track record of “original thinking” - ability to problem solve on the fly and push through project obstacles, • Intellectual curiosity around new sectors, industries, business models, etc., • Highly organized with strong time management skills, • Effective, direct communication and strong interpersonal skills, • Desire to scale, innovate, and grow with a boutique professional services firm What We Offer: • Competitive base salary, • 100% employer paid premiums on healthcare, vision, and dental coverage for employee and 75% for beneficiaries, • 401k, • Parental leave, • Bi-annual performance bonus, • Flexible work environment – work from home, remotely, or from the San Francisco office, • Unlimited PTO, • Quarterly travel to various domestic and international locations for cultural events, • Carried interest in the fund, • Preferred ability to invest in the fund L Capital, LLC is an equal-opportunity employer and we welcome applicants from all backgrounds.

Job Description Invest in your future with BSNB! Are you looking to have a direct impact on the strategic growth of a nationally recognized community bank? BSNB is seeking an experienced VP, Commercial Relationship Manager to expand existing commercial relationships, develop new business, and manage commercial loan and commercial real estate loan portfolios! A DAY IN THE LIFE OF THE VP, COMMERCIAL RELATIONSHIP MANAGER As a VP, Commercial Relationship Manager, you will be responsible for developing and maintaining client relationships, analyzing clients' financial and operating strategies, and recommending loans and banking products, with a focus on Commercial & Industrial (C&I) relationships. You will be responsible for growing a commercial portfolio through building new customer relationships and meeting or exceeding annual sales, revenue and volume objectives. You will gather financial and general business information on commercial clients and explain Bank products and services. You will also coordinate financial analyses in order to make credit decisions and provide input on loan decisions based on the evaluation of credit risk and other key factors. QUALIFICATIONS FOR THE VP, COMMERCIAL RELATIONSHIP MANAGER • Bachelor's degree in Business, Finance or related field required, Master's degree preferred;, • A minimum of 5 years' experience in commercial lending with a demonstrated ability to assess credit risk and structure and negotiate loan terms;, • Must have a track record of prospecting new business and enhancing existing relationships;, • Must have strong negotiating, sales and relationship building skills coupled with strong credit and financial analysis skills;, • Well-developed communication skills are a must;, • Membership in civic and professional organizations preferred. OUR INVESTMENT IN YOU BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement. We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect in your growth and satisfaction. ABOUT BALLSTON SPA NATIONAL BANK Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority. BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration. Job Posted by ApplicantPro

AI into investment banking and equity research workflows.No prior AI experience is required.Share real-world workflows for using.AI in financial modeling, research, and deal analysis.Create example analyses, workflows, and reports using AI platforms.AI-generated financial outputs.Compare traditional

Senior Director, Strategic Finance (FP&A). 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.

AI into investment banking and equity research workflows.

Valuation: Complex Securities - Managing Director CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm serving as a trusted partner to CFOs and their organizations. We help clients address complex challenges across accounting, financial reporting, transactions, regulatory compliance, valuation, and business transformation. We combine deep technical expertise with a hands-on, entrepreneurial approach to help leading companies move forward with confidence. CFGI is seeking an experienced Managing Director to help lead and expand our Complex Securities Valuation practice. The Complex Securities team advises clients on the valuation of sophisticated financial instruments and equity-based arrangements, including options, warrants, convertible instruments, embedded derivatives, contingent consideration, earnouts, and stock-based compensation. Managing Directors serve as senior trusted advisors to executives, finance leaders, boards, auditors, and other stakeholders. They take ownership of strategic client relationships, lead the most complex valuation engagements, drive business development, develop senior professionals, and contribute directly to the continued growth and market position of CFGI's Valuation practice. Roles & Responsibilities: • Serve as the executive engagement leader and senior technical advisor on complex securities valuation engagements., • Advise CFOs, Controllers, CAOs, finance executives, auditors, boards, and other senior stakeholders on complex financial-instrument and equity-related valuation matters., • Lead valuations involving options, warrants, convertible debt and preferred securities, embedded derivatives, contingent consideration, earnouts, stock-based compensation arrangements, and other complex instruments., • Oversee the application of appropriate valuation methodologies, including option pricing models, Black-Scholes models, Monte Carlo simulations, lattice models, discounted cash flow analyses, and other advanced valuation techniques., • Provide senior-level guidance on valuation matters associated with financial reporting, transactions, capital markets activity, equity compensation, and other strategic corporate events., • Lead engagement scoping, methodology selection, staffing, execution, technical review, quality assurance, project economics, timelines, and final client delivery., • Review and challenge valuation assumptions, methodologies, models, analyses, and conclusions prepared by engagement teams., • Communicate complex valuation concepts and conclusions clearly to executive management, audit teams, valuation specialists, boards, and other stakeholders., • Build and maintain long-term client relationships while identifying opportunities to expand existing engagements and introduce additional CFGI services., • Drive business development through relationship building, opportunity identification, proposal leadership, solution development, networking, market-facing activity, and pursuit of new client relationships., • Partner with CFGI professionals across Valuation, Finance & Accounting Advisory, Transaction Advisory Services, Tax, and other practice areas to develop integrated client solutions., • Mentor and develop Directors, Senior Managers, Managers, and Consultants while creating opportunities for technical development, client leadership, and career progression., • Contribute to recruiting, performance management, training, methodology development, quality initiatives, thought leadership, and broader practice development., • Monitor emerging valuation practices, accounting developments, transaction structures, and market trends relevant to complex securities and translate them into practical client solutions. What you must have: • 10+ years of experience in valuation, financial advisory, transaction advisory, consulting, investment banking, or another professional environment involving the valuation of complex financial instruments or securities., • Significant experience leading client-facing complex securities valuation engagements involving financial instruments, equity-linked securities, derivatives, stock-based compensation, or similar complex valuation matters., • Experience serving as a senior relationship owner or trusted advisor to executive-level client stakeholders while overseeing complex engagements and multidisciplinary teams. What sets you apart: • Experience leading valuations of options, warrants, convertible instruments, embedded derivatives, contingent consideration, earnouts, or other complex financial instruments., • Experience leading valuation work related to stock-based compensation and other equity-based arrangements., • Experience applying advanced valuation techniques such as option pricing models, Black-Scholes, Monte Carlo simulation, lattice models, or comparable methodologies., • Experience advising clients on complex valuation matters arising from transactions, capital raising, public-company reporting, equity compensation, or other significant corporate events., • Experience reviewing complex valuation models, assumptions, methodologies, analyses, and client-facing valuation reports., • Experience working directly with CFOs, Controllers, CAOs, auditors, boards, valuation specialists, or other executive stakeholders on significant valuation matters., • Experience managing multiple complex engagements, including responsibility for scope, staffing, budgets, timelines, engagement economics, technical quality, and client satisfaction., • Experience generating new business, expanding existing client relationships, developing proposals, identifying market opportunities, or otherwise contributing directly to revenue growth., • Experience developing Directors, Senior Managers, Managers, or other senior professionals through coaching, technical development, performance management, and engagement leadership., • Experience contributing to valuation methodologies, technical guidance, training programs, thought leadership, quality initiatives, or broader practice development., • Experience collaborating across accounting advisory, transaction advisory, tax, capital markets, or other professional-services teams to deliver integrated client solutions. Nice to have: • Bachelor's or advanced degree in Finance, Accounting, Economics, Mathematics, Financial Engineering, or a related field preferred., • CFA, ASA, CPA, or another relevant professional designation preferred., • Big 4, national valuation firm, investment bank, or other major professional-services experience is a plus., • Experience with valuations involving SPAC warrants, preferred equity, structured securities, or other highly complex or emerging financial instruments is a plus., • Experience supporting public-company, private-equity-backed, high-growth, IPO, or capital-markets environments is preferred. Who thrives here: • Executive presence with the ability to establish credibility quickly with senior client stakeholders., • Strong commercial instincts and a proactive approach to identifying and developing client opportunities., • Ability to translate highly technical valuation concepts into clear, practical advice for non-specialist audiences., • Strong judgment with the ability to challenge assumptions, resolve complex issues, and guide teams toward defensible conclusions., • Entrepreneurial, self-motivated, adaptable, ethical, and dependable., • Collaborative leadership style with a genuine commitment to developing future leaders., • Comfortable balancing client delivery, technical leadership, business development, team development, and broader practice priorities., • High energy with a commitment to exceptional client service, technical excellence, and sustainable practice growth. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 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.

CFO-in-Residence Flying Horse Capital Location: Relocation required to the acquired business Employment type: Full-time Seniority: Executive ABOUT THE ROLE Flying Horse Capital acquires lower-middle-market family- and founder-owned businesses and holds them permanently. When we buy a company, we put leadership in the seat a CEO, a CFO, or both and give them the ownership and authority to run it. This isn't a search fund or a typical private equity finance role. You are not producing reporting packages for a deal team waiting on an exit. You are building the financial backbone of a business that will be owned for decades. ABOUT THE PROGRAM We are selective about who we partner with. Every leader in our program brings deep operational experience, a proven track record, and a personal investment in the outcome. Our approach is built on the conviction that great businesses deserve great operators, and that long-term ownership creates the environment for both to thrive. CFOs of our portfolio companies receive meaningful ownership and real authority over the finance function they build. We place a CFO in one of two situations: The owner is transitioning out. We acquire the business, the founder or family exits on agreed terms, and we place both a CEO and a CFO to run it. In this case you are half of a new leadership team stepping into a company that has never had one. You build the finance function while your CEO builds the operating rhythm, and the two of you establish credibility with employees and customers from day one. The owner is staying. We acquire the business and the founder or family CEO remains in the seat, but the finance side of the organization needs to be upgraded. In this case you are the CEO's right hand the first real finance leader the company has ever had. You bring visibility, discipline, and decision-quality information to an owner who has run the business on instinct and a checkbook balance, without taking away what made them successful. Both paths require the same person: someone who can build a finance organization from the ground up inside a company that has never had one, and do it without breaking what already works. WHAT YOU'LL DO Once a business is identified and acquired, the CFO steps in from day one. You relocate to where the business operates and take ownership of the financial function. • Own the financial function end to end accounting, reporting, forecasting, cash, treasury, and controls, • Build the close. Get to accurate, timely monthly financials that leadership can actually make decisions from, • Establish the cash discipline that drives the business: working capital, collections, vendor terms, and liquidity, • Build a reporting and KPI framework that ties financial results to operational drivers the team understands, • Replace tribal knowledge and hand-built spreadsheets with systems that scale, • Serve as the CEO's closest partner on pricing, capital allocation, hiring, and growth decisions, • Develop the accounting and finance team already in the building, and hire where you have gaps, • Manage the banking, insurance, tax, and audit relationships, • Support add-on acquisitions and integration where the business pursues them, • This is a long-term role. Our CFOs are committed to building enduring businesses. WHAT WE'RE LOOKING FOR • 10+ years of progressive finance and accounting leadership, including time as a CFO, VP of Finance, or Controller with full-function ownership, • Experience as the senior-most finance person in a business not a division of a larger company with corporate support behind you, • Experience in businesses that are not fully professionalized: inconsistent reporting, cash-basis habits, tribal knowledge, systems built by hand, • Demonstrated ability to build a monthly close, a forecasting process, and a reporting package where none existed, • Strong operational orientation you spend time on the floor, in the field, and with customers, not only behind a desk, • Comfort partnering with a founder or family owner who has never worked with a finance executive before, • CPA, MBA, or equivalent depth preferred but not required, • Ability and willingness to invest personal capital alongside Flying Horse Capital, • Willingness to relocate to the acquired business, wherever it is located SELECTION PROCESS Every candidate goes through a rigorous vetting process, including behavioral assessments, background and credit checks, and a requirement to invest personal capital alongside Flying Horse Capital. CONSIDERATION FOR THE PROGRAM If you would like to be considered for the Flying Horse Capital CFO-in-Residence program, we welcome your application. Please note: submitting an application does not guarantee acceptance or admission to the program. Applications are reviewed for consideration into our CFO pipeline. We build this pipeline continuously, ahead of the businesses we acquire, so that when the right opportunity comes we already know the right operator. If you are selected to move forward, a member of the Flying Horse Capital team will contact you directly.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy /privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.

The Opportunity My client is seeking an accomplished Senior Account Executive to convert qualified inbound conversations with privately held business owners into signed sell-side M&A advisory engagements. You will lead high-value advisory conversations, establish credibility quickly with founders and executives, and help strong-fit prospects determine whether a sale, recapitalization, or other liquidity event is the right next step. This is a senior consultative closing role requiring strong commercial judgment, executive presence, and disciplined follow-through. You will own the relationship from the first advisory conversation through execution of the engagement letter, navigate complex questions and decision dynamics, and partner closely with senior bankers for a thoughtful transition into transaction execution. What You Will Do • Take ownership of qualified inbound opportunities from introduction through close., • Lead high-value discovery conversations that uncover company background, owner goals, transaction timing, valuation expectations, and decision criteria., • Assess transaction readiness and fit based on the owner’s objectives, expectations, timing, and advisory needs., • Present the firm’s sell-side M&A process, capabilities, positioning, and differentiated value proposition in clear, credible language., • Build trusted relationships with founders, business owners, and C-suite executives navigating high-stakes decisions., • Navigate sophisticated questions and objections related to timing, fees, valuation, confidentiality, market conditions, and the advisory process., • Create momentum through decisive next steps, tailored follow-up, and consistent executive-level communication., • Advance qualified opportunities from discovery through proposal discussions and signed engagement letters., • Maintain accurate CRM notes, pipeline stages, forecasts, next steps, and conversion activity., • Coordinate a seamless transition to senior bankers once an engagement is secured, preserving context and client confidence., • Share practical feedback on lead quality, client sentiment, messaging, market conditions, and opportunities to improve conversion. What You Bring • Significant experience in consultative B2B sales, high-ticket sales, financial services, or professional advisory work., • Demonstrated success closing complex, high-value services or advisory engagements with sophisticated decision-makers., • Strong discovery, presentation, negotiation, relationship-building, and objection-handling skills., • Executive presence and the ability to communicate credibly with founders, business owners, and C-suite leaders., • Strong business acumen, sound judgment, and the ability to simplify a complex process without overselling it., • Disciplined follow-up habits, pipeline management, forecasting, organization, and accountability in a remote environment., • Comfort with performance targets and a 100% commission-only compensation model., • Experience in M&A, investment banking, private equity, business brokerage, financial services, consulting, or related professional services is preferred., • Full-time remote availability from 9:00 AM to 5:00 PM Central Time. Why Join You will work with qualified inbound opportunities, engage directly with accomplished business owners at pivotal moments, collaborate closely with experienced M&A professionals, and have uncapped earning potential tied directly to the engagements you close.

The Opportunity My client is seeking a commercially sharp Account Executive to convert qualified inbound conversations with privately held business owners into signed sell-side M&A advisory engagements. You will guide founders and owners through an important decision, understand what matters most to them, and help strong-fit prospects determine whether moving forward with a formal advisory process is the right next step. This is a consultative closing role, not transactional telesales. You will own the client relationship from the initial advisory conversation through execution of the engagement letter, building trust, creating momentum, and partnering with senior bankers for a thoughtful transition into transaction execution. What You Will Do • Take ownership of qualified inbound opportunities from introduction through close., • Lead discovery conversations that uncover company background, owner goals, transaction timing, valuation expectations, and decision criteria., • Assess fit and transaction readiness based on the owner’s objectives, expectations, and advisory needs., • Present the firm’s sell-side M&A process, capabilities, positioning, and value proposition in clear, credible language., • Build rapport and confidence with founders, business owners, and senior executives in high-consideration situations., • Navigate sophisticated questions and concerns related to timing, fees, valuation, confidentiality, and the advisory process., • Create momentum through decisive next steps, tailored follow-up, and consistent communication., • Advance qualified opportunities from discovery through proposal discussions and signed engagement letters., • Maintain accurate CRM notes, pipeline stages, forecasts, next steps, and conversion activity., • Coordinate a seamless transition to senior bankers once an engagement is secured., • Share practical feedback on lead quality, client sentiment, messaging, market conditions, and conversion opportunities. What You Bring • Proven experience in consultative B2B sales, high-ticket sales, financial services, or professional advisory work., • Demonstrated success closing complex, high-value services or advisory engagements with sophisticated decision-makers., • Strong discovery, presentation, relationship-building, negotiation, and objection-handling skills., • Executive presence and the ability to communicate credibly with founders, business owners, and C-suite leaders., • Strong business acumen, sound judgment, and the ability to simplify a complex process without overselling it., • Disciplined follow-up habits, pipeline management, organization, and accountability in a remote environment., • Comfort with performance targets and a 100% commission-only compensation model., • Experience in M&A, investment banking, private equity, business brokerage, financial services, consulting, or related professional services is preferred., • Full-time remote availability from 9:00 AM to 5:00 PM Central Time. Why Join You will work with qualified inbound opportunities, engage directly with business owners at pivotal moments, collaborate closely with experienced M&A professionals, and have uncapped earning potential tied directly to the engagements you close.

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

Job Title: Director of Project Controls and Finance Location: Remote, with travel to Puerto Rico required as needed Coquí Power Overview Coquí Power LLC ("Coquí Power") is a Puerto Rico-based energy infrastructure developer focused on delivering integrated energy solutions across generation, capacity, and transmission assets. From early-stage development through the full project lifecycle, Coquí Power combines project origination, development, finance, and asset management to deliver long-term energy infrastructure solutions. Together, these capabilities allow Coquí Power to advance and sustain reliable, affordable, and secure energy for the people, communities, and businesses of Puerto Rico. Coquí Power is an affiliate of Energy Transition Capital Management LLC ("ETCM"), a private equity firm financing the development and long-term operation of critical U.S. energy infrastructure. The Role: Coquí Power is seeking an experienced Director of Project Controls and Finance to operate at the intersection of project execution, capital deployment, budgeting, and investor/lender reporting for utility-scale energy infrastructure projects. This role will be responsible for ensuring projects are financially structured, properly funded, and executed in compliance with budgetary and financing requirements. The Director will work closely on tax equity structures, ITC/PTC qualification requirements, safe harbor compliance, equipment procurement timing, debt draw mechanics, and portfolio-level reporting across multiple projects. This position is highly cross-functional and will interact daily with development teams, EPC contractors, procurement, accounting, treasury, lenders, investors, and external counsel. This role offers a unique opportunity to serve as a hybrid of project controls, infrastructure finance, construction finance, asset management, and PMO coordination. It is a strategic position with the opportunity to help shape capital strategy, acquisition underwriting, portfolio management, and financing execution across the platform. Key Responsibilities: Financial Planning & Budget Management • Building and maintaining the project budget, • Tracking actual spend vs. forecast, • Monitoring EPC costs, interconnection costs, equipment procurement, contingencies, and soft costs, • Managing draw schedules and cash flow timing, • Identifying cost overruns and financial risks early Financing Coordination • Working with lenders, tax equity investors, sponsors, and legal teams, • Managing construction loan draws and compliance requirements, • Coordinating diligence materials for financing parties, • Tracking covenants, reporting obligations, and milestone requirements, • Supporting financial close processes Contract & Invoice Oversight • Reviewing EPC invoices and payment applications, • Coordinating approvals for vendor payments, • Ensuring invoices align with contract terms and completed milestones, • Managing change orders from a financial perspective Schedule & Capital Deployment Tracking • Aligning construction progress with capital deployment timelines, • Making sure procurement, construction, and financing timelines stay synchronized, • Updating financial models based on schedule changes or delays Reporting & Stakeholder Communication • Producing reports for executives, lenders, investors, and development partners, • Tracking KPIs such as: o budget variance o burn rate o contingency usage o schedule adherence o projected COD (Commercial Operation Date) • Participating in project meetings with development, engineering, EPC, and finance teams Risk Management • Identifying risks that could impact project economics: o tariff changes o supply chain delays o labor shortages o interconnection delays o permitting issues • Modeling financial impacts and mitigation strategies Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering, or a related field required; MBA, CFA, CPA, or other advanced financial designation preferred, • 7–12+ years of experience in renewable energy finance, infrastructure finance, project finance, private equity, investment banking, asset management, or a related field, • Demonstrated experience supporting utility-scale solar and/or renewable energy projects through development, construction, financing, and operational phases, • Strong understanding of tax equity structures, including partnership flip structures, sale-leasebacks, and transferability considerations, • Deep familiarity with ITC/PTC qualification requirements, safe harbor rules, prevailing wage and apprenticeship requirements, and other renewable energy incentive frameworks, • Experience managing construction financing processes, including debt draw requests, lender compliance, project budgets, sources and uses, and financial reporting, • Strong financial modeling and analytical capabilities, including experience with project finance models, portfolio reporting, and acquisition underwriting, • Experience coordinating across multiple stakeholders, including developers, EPC contractors, lenders, investors, procurement teams, legal counsel, accounting, and treasury functions, • Exceptional organizational and project management skills, with the ability to manage multiple projects and deadlines simultaneously in a fast-paced environment, • Advanced proficiency in Excel and financial reporting tools; familiarity with ERP systems, project controls software, and data visualization tools is a plus, • Strong written and verbal communication skills, including experience preparing materials for lenders, investors, executives, and investment committees, • Highly detail-oriented with strong commercial judgment and problem-solving abilities, • Ability to operate both strategically and tactically in a growing, entrepreneurial environment Compensation: • Compensation is competitive and based on experience, • Salary plus performance-based bonus, • Competitive healthcare, dental, and 401(K) matching package Contact: · Please send cover letter and resume to .

Location: 388 Feura Bush Road - Glenmont, New York 12077 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)., • Developing strong partnerships with branch teammates and line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence., • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions., • Support of branch operations including assisting with client transactions on the Teller line as needed., • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • High School Diploma, GED or equivalent business experience (required) or, • Bachelor's Degree (preferred) Work Experience • Minimum of 1 year of experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required), • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required), • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required), • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred), • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required), • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required), • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications • Notary License (preferred) Skills • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Strong work ethic and high level of integrity., • Excellent time management skills., • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs., • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank., • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies., • Understanding and managing risks associated with banking operations and client transactions., • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services., • Accurate and efficient handling of cash transactions. Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category • Branch COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: • Developing a book of business in order to meet and exceed established performance hurdles, • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs, • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences, • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning, • Organizing and managing resources (time, people, budget) to run a productive practice, • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client, • Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success., • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success., • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions., • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities., • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs., • Handles inbound inquiries from leads regarding Merrill offerings, • Positions the extensive capabilities of Merrill and Bank of America, • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate, • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts, • Documents all client interactions and opportunities within Salesforce accurately, • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses, • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services, • Proven ability to engage with and influence others, • Exceptional interpersonal and relationship building skills, • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility, • Proven ability to assess needs and recommend appropriate solutions/interventions, • Proven ability to work collaboratively on a team and with key partners, • Proven ability to listen and probe for clarity and understanding, • Goal and results oriented, • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking, • Ability to work in an environment where the majority of your compensation is tied to your performance, • Strong follow-through skills, • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel, • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience, • Learns and adapts to new technology or applications, • Executes multiple tasks simultaneously, • Business Acumen, • Business Development, • Oral Communications, • Prospecting, • Wealth Planning, • Analytical Thinking, • Client Experience Branding, • Client Investments Management, • Portfolio Analysis, • Risk Management, • Active Listening, • Client Solutions Advisory, • Emotional Intelligence, • Referral Management, • Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Albany - 69 STATE ST (NY6100), US - NY - Clifton Park - 449 ROUTE 146 (NY3449), US - NY - Latham - 26 Century Hill Dr (NY6542), US - NY - Middletown - 90 CRYSTAL RUN RD (NY3090), US - NY - Saratoga Springs - 18 DIVISION ST (NY3018), US - NY - Syracuse - 205 S SALINA ST (NY3205) Pay and benefits information Pay range $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Experience in M&A, investment banking, private equity, financial services, business brokerage, consulting, accounting, or related professional services is preferred. My client is seeking an accomplished Vice President of Deal Origination / Business Development to support the continued growth of a mi

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

Company Description Graystone is a Lower Middle Market investment bank specializing in transactions ranging from $10 million to $250 million. The firm partners with business owners to explore exit options, prepare for a sale, and guide them through every stage of the transaction process. With deep sector expertise, Graystone assembles coordinated deal teams that combine data-driven buyer intelligence with attentive client service. The organization is committed to providing strategic advice and hands-on support for decisions that shape the next chapter of a business owner’s journey. Role Description The Vice President of Professional Services is a remote role. The Vice President will lead sell-side engagements. Day-to-day responsibilities include business development, managing engagements, monitoring engagement performance, and leading engagements to the closing table. The role also involves business development efforts by contributing to proposals, client presentations, and service offerings that enhance Graystone’s value to its clients. Qualifications • Experience in Professional Services leadership, including managing client engagements and service delivery., • Demonstrated ability in Business Process Improvement, with a track record of designing and implementing efficient workflows., • Consulting experience, preferably within financial services, investment banking, or related advisory environments., • Strong Project Management skills, including planning, resource allocation, risk management, and stakeholder communication., • Background in Training, coaching, or developing team members to enhance service quality and consistency., • Bachelor’s degree in business, finance, or a related field; advanced degree (MBA or similar) is preferred., • Excellent analytical, communication, and presentation skills, with the ability to engage effectively with senior executives and business owners., • Proven leadership experience, including leading cross-functional teams and driving initiatives in a fast-paced, client-focused environment.

Piper Maddox is partnered with a growing renewable energy platform to identify an Associate, Investment & Capital Markets to join their team. This is a strong opportunity for someone with a background in project finance, investment banking, private equity, lending, or renewable energy development who wants broader exposure to the development and financing lifecycle. What you'll be doing: • Build and optimize financial models across the Capital Markets function, • Support project finance, debt, and tax equity transactions, • Evaluate financing opportunities and support transactions through closing, • Develop a deep understanding of project structures, development milestones, and the renewable energy lifecycle, • Work closely with senior members of the investment and capital markets team What they're looking for: • Strong financial modeling skills, • Experience with project finance, debt, tax equity, or renewable energy transactions, • Understanding of capital structures and the capital stack, • Experience across renewables, investment banking, PE, lending, or development, • Senior Analysts ready to step into an Associate-level role are encouraged to apply Compensation: $120K–$135K base + 30% bonus Location: Remote, with a preference for candidates in Southern California / West Coast. Mountain and Central time zones will also be considered. Start: ASAP / targeting October–November If you're interested in learning more, reach out with your motivations and resume to .

Senior Corporate Strategy Manager About Us Adeia Inc. (Nasdaq: ADEA) the technology company known for developing foundational innovations that enable next-generation solutions for the semiconductor and media industries, headquartered in San Jose, CA, with approximately 150 employees, primarily in North America. Adeia invents, develops, and licenses fundamental innovations that shape the way millions of people explore and experience entertainment in an increasingly connected world. From TVs to smartphones, and across all types of entertainment experiences, Adeia’s technologies allow users to manage content and connections in a way that is smart, immersive, and personal. Adeia is proud to be recognized by U.S. News & World Report as one of the “Best Companies to Work For" in 2025 - 2026. Position Summary The Senior Corporate Strategy Manager serves as a core analytical and strategic partner to Adeia’s Corporate Strategy organization. Reporting to the Sr. Director, Strategic Insights & Analytics, this role leads opportunity qualification, business case development, market assessment, and strategic planning support across Corporate Strategy. The role provides the foundational research, financial analysis, and strategic insights required to support market prioritization, licensing program development, strategic planning, and executive decision-making. The role serves as the primary analytical execution resource for the Corporate Strategy organization, ensuring strategic opportunities are evaluated consistently, rigorously, and efficiently. Key Responsibilities Opportunity Qualification & Assessment • Lead opportunity qualification efforts across Media, Semiconductor, Growth, and International Markets initiatives under the direction of the Strategy Leads., • Develop qualification assessments covering business overview, financial opportunity size, portfolio relevance, litigation and licensing history, and sales enablement considerations., • Maintain and continuously improve the Corporate Strategy opportunity qualification framework, standards, and repository., • Identify and surface key strategic, financial, and execution risks associated with prospective opportunities. Business Case Development & Financial Analysis • Develop strategic business cases, investment logic, and opportunity assessments supporting new licensing verticals, growth initiatives, and market expansion opportunities., • Build and maintain financial models supporting opportunity sizing, pricing analysis, market attractiveness assessments, and strategic prioritization., • Support TAM/SAM/SOM development across core and adjacent market verticals., • Partner with Strategy Leads and Strategic Insights & Analytics to ensure assumptions are consistent, supportable, and decision-ready. Strategic Planning & Executive Support • Support annual strategic planning and long-range planning through analytical research, assumption development, and scenario analysis., • Identify and implement opportunities to leverage AI in support of opportunity qualification, strategic planning, market intelligence, and business case development., • Prepare executive-ready presentations, briefing materials, and supporting analyses for the CSO and Executive Leadership Team., • Translate complex market, financial, technical, and competitive analyses into concise, decision-oriented recommendations., • Support CEO-sponsored strategic initiatives and other special projects as assigned. Market Intelligence & Strategic Insights • Conduct market, competitive, technology, and ecosystem research across Media, Semiconductor, Growth, and International Markets initiatives., • Develop actionable insights that inform opportunity qualification, business case development, strategic planning, and decision-making., • Support management of market research vendors, analyst relationships, and external data sources., • Partner with the Sr. Director, Strategic Insights & Analytics to maintain analytical standards, methodologies, assumptions, and best practices. Key Competencies • Strategic Thinking and Business Acumen, • Financial Modeling and Business Case Development, • Market Research and Competitive Intelligence, • Executive Communication and Storytelling, • Cross-Functional Stakeholder Management, • Analytical Problem Solving, • Planning and Prioritization Minimum Qualifications • Bachelor's degree in Business, Economics, Finance, Engineering, or related analytical discipline., • Required: Minimum of 7–10 years of experience in corporate strategy, strategic finance, management consulting, corporate development, investment banking, or related analytical roles, including at least one or more years focused on IP licensing or patent monetization., • Preferred if above experience is within Technology industry. Preferred Qualifications • MBA or advanced degree in Business, Finance, Strategy, Economics, Technology, or a related field., • Certifications in finance, analytics, strategy, or project management are beneficial., • Demonstrated experience developing business cases, financial models, and executive-level presentations., • Experience conducting market research, competitive analysis, and opportunity assessment., • Background supporting executive decision-making and cross-functional strategic initiatives., • Experience in IP-driven, technology, Media, or Semiconductor licensing businesses, • Direct experience with patent monetization or IP licensing programs, or patent portfolio strategy is a strong plus. Location: Remote US National Range: $150,000-210,000 Bonus Target: 15% of annualized base pay Restricted Stock Units Target (as a % of annualized base pay): 60% The base compensation is based on the primary work location, as ranges are location-specific. Actual compensation will depend on factors such as skills, experience, and qualifications. Benefits include medical, dental, vision, 401(k), paid time off, and other company programs. Life @ Adeia: At Adeia, we are dedicated to creating a workplace where all employees have a voice and sense of belonging, feel safe and valued, and are acknowledged for how their unique differences contribute to organizational culture and business outcomes. Our employees and their families are important to us, and our comprehensive pay, stock, and benefits programs reflect that. Adeia supports personal well-being, builds financial security, and enables employees to share in our collective success. Rewards include: • Competitive compensation (salary, equity, and bonuses) and comprehensive benefits are designed to foster work-life balance, care for your health, protect your finances, and help you save and invest for the future., • Generous paid time away from work, including flexible time off, holidays and sick time, health and wellness initiatives, and a charitable match program to help you give back to your community., • Great benefits, which vary by location and can be site-specific: employee discounts, transportation reimbursements, and fitness facilities., • A flexible, hybrid work environment combining the best of in-office collaboration and community-building along with the benefits of working from home.

Join a high-impact Business Management team supporting the Public Sector Group within Global Corporate Banking and play a pivotal role in optimizing outcomes for a complex, multi-faceted client segment. You’ll collaborate across functions, sharpen your commercial judgement, and help improve how the business runs—through data, reporting, and disciplined execution.As a Business Management Associate for the Public Sector Group, you will support key initiatives across the Public Sector franchise, including J.P. Morgan’s direct coverage of Public Sector clients, the Development Finance & Advisory function and the Sovereign Advisory function. Collaborate with segment leads and their teams to track progress on growth initiatives and build accurate, impactful management reporting and KPI tracking mechanisms. This role reports to the head of business management for Public Sector & International Funds Banking.Job Responsibilities:Gather, analyze, and present data to facilitate decision-making and business progressionCoordinate financial management, including pipeline oversight, forecasts, budgets, and expense managementReview the competitive landscape and analyze market positions to develop growth strategiesCollaborate with product partners, sales teams, and business managers to execute tactical and strategic workstreams that advance business prioritiesTroubleshoot reporting and data issues, investigating root causes and driving resolution with relevant stakeholdersSupport the coordination of the client agenda, including client selection, coverage, and performance metricsInfluence the production of financial reporting and ad hoc financial analytics.Act as a trusted advisor to Public Sector regional and segment leadsRequired Qualifications, Capabilities, and Skills:Bachelor’s degree in Business, Finance, Economics, Political Science, or other related fieldsStrong analytical skills with the ability to concisely articulate results and insights to diverse audiences.Team-oriented and flexible, with project ownership skillsEnthusiastic, self-motivated, and effective under pressureAbility to structure and build quantitative and qualitative analysis leveraging large datasetsProfessionalism, discretion, and decision-making skills for interacting with senior executivesProficiency in MS Excel and MS PowerPointPreferred Qualifications, Capabilities, and Skills:Experience working with corporate, commercial, or investment banking teams.Understanding of wholesale banking productsInterest in Political Science and/or Development FinancePractical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-10-02

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities • Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above., • Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects, • Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm, • Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects, • Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI), • Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development Required Qualifications, Capabilities and Skills • 5 plus years' direct lending or credit support related experience, with a focus on business relationships, • Understanding of Commercial Banking products and services, • Knowledge of the local market, • Ability to collaborate with internal partners and resources, • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor, • Sales management and business development skills Preferred Qualifications, Capabilities and Skills • Bachelor's degree and formal credit training preferred, • Excellent verbal, written and listening communication skills, • Strong creative solution and problem solving abilities, • Proficiency in building and maintaining positive client relationships JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

As an IMOS Service Delivery Vice President in Client Account Services (CAS), you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties. The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements. We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market. Job responsibilities Primary point of contact responsible for the end-to-end client experience and satisfaction for account reference data requests Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3rd Parties and Closures Relationship Management - Create long term value through the nurturing of client and key internal stakeholder relationships to deliver a consistently excellent client experience Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management Process Improvement – Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model Lead client and internal calls to drive implementation deliverables and issue management Manage & deliver reporting to client and internally – Toll gates, next actions and status through clear, concise, and audience specific updates Required qualifications, capabilities and skills Strong leader combined with demonstrated experience in structuring and managing projects with competing resources, priorities and changing workflows Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization Experience in leading a regional team with links to global model Ability to anticipate, analyze and create data to provide holistic insights and creative, visual story telling Logical analysis of complex problems to drive resolutions against daily SLAs Detail orientated and able to challenge and improve current operating practices Strong Microsoft Office skills and excellent written and oral communication skills Preferred qualifications, capabilities and skills Experience or knowledge in Middle Office functions Background of business improvement and optimisation of operating practices Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills Demonstrated ability to work in a team environment, and ability to adapt to a changing environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-10-06

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. We are looking for a strategic leader responsible for advancing enterprise-wide revenue performance through data-driven insights, referral optimization, and commercial performance governance. This role serves as the central driver of a disciplined, analytics-led sales cultureintegrating referral strategy, performance measurement, and incentive alignment to improve cross-line-of-business collaboration, increase conversion outcomes, and accelerate revenue growth. The position owns the Community Connect referral platform and partners across business lines, Finance, HR, and leadership teams to deliver actionable insights, enhance sales effectiveness, and align performance with strategic objectives. Essential Duties: • Serve as the business owner for the Community Connect program, positioning it as a core driver of revenue growth and cross-line-of-business collaboration., • Lead the strategy and execution of referral initiatives across Community Bank, BPAS, OneGroup, and Nottingham Financial Group., • Enable frontline teams and Regional Business Partners with tools, insights, and best practices to drive pipeline activity and referral conversion., • Identify and scale successful referral behaviors through structured communication, playbooks, and success storytelling., • Facilitate alignment across business lines on priority opportunities, client strategies, and coordinated go-to-market execution. Referral Platform Governance & Optimization: • Own the end-to-end referral platform, including workflows, data standards, governance, and system enhancements., • Establish and enforce consistent processes for referral quality, ownership, routing, and service-level expectations., • Drive platform adoption, user engagement, and data integrity through ongoing monitoring and targeted interventions., • Partner with Technology and Operations to enhance system functionality, improve user experience, and expand CRM integration., • Continuously optimize referral processes to improve speed, efficiency, and conversion performance. Revenue Analytics & Performance Insights: • Develop and deliver enterprise-wide reporting and dashboards that provide clear visibility into pipeline health, referral activity, and revenue contribution., • Monitor and analyze key performance indicators, including referral volume, conversion rates, cross-sell effectiveness, and line-of-business collaboration., • Translate complex data into actionable insights that inform sales strategy, resource allocation, and performance improvement initiatives., • Identify trends, coverage gaps, and growth opportunities to support proactive decision-making., • Expand self-service reporting capabilities and data visualization tools for business partners and leadership. Commercial Performance Management & Incentive Governance: • Lead the design, governance, and execution of Commercial Banking scorecards and performance measurement frameworks., • Ensure consistency and integrity in metrics, data sources, and methodologies across regions and segments., • Oversee end-to-end performance reporting, including validation, audit readiness, and transparency of incentive outcomes., • Partner with Finance and HR to align incentive plans with strategic objectives, regulatory expectations, and business performance., • Deliver executive-level insights that clearly connect performance results to incentive outcomes and behavioral drivers. Stakeholder Engagement & Change Leadership: • Build strong, trusted relationships across business lines to drive alignment, adoption, and sustained engagement., • Lead enterprise communication efforts related to revenue performance, referral outcomes, and strategic priorities., • Support complex, multi-line-of-business client opportunities through coordination and internal alignment., • Design and implement recognition programs that reinforce collaboration, accountability, and high-performance behaviors., • Act as a catalyst for cultural transformation toward a more data-driven, performance-focused sales organization. Ancillary Duties: As an integral member of CFSI, this position is responsible to provide assistance wherever necessary to help the Company in achieving our goals. Qualifications: • Bachelor's degree in Business, Finance, Analytics, or a related field. Experience: • All applicants must be 18 years of age or older., • 812+ years of experience in Commercial Banking, Sales Strategy, Analytics, or Business/Program Management., • Demonstrated success leading cross-functional initiatives across multiple business lines., • Experience with CRM systems, referral platforms, and performance or incentive analytics., • Proven track record delivering executive-level reporting and actionable performance insights. Skills & Competencies: • Strong strategic thinking with the ability to translate data into business outcomes., • Exceptional stakeholder management and influence across senior leadership and frontline teams., • Advanced analytical and problem-solving capabilities., • Excellent communication skills, including executive presentations and storytelling with data., • High proficiency in Microsoft Excel, PowerPoint, and reporting tools; experience with data visualization platforms preferred., • Strong attention to detail, governance discipline, and ability to manage multiple priorities., • Results-oriented mindset focused on revenue growth, performance improvement, and client outcomes., • Understanding of data governance, internal controls, and regulatory considerations. Success Measures: • Increased referral volume, engagement, and revenue contribution across the enterprise, • Improved conversion rates, pipeline visibility, and referral cycle times, • Strengthened cross-line-of-business collaboration and opportunity generation, • High confidence in scorecard accuracy, performance reporting, and incentive transparency, • Enhanced executive visibility into key revenue drivers through actionable analytics, • Sustained adoption and effectiveness of Community Connect as a strategic sales tool, • Measurable improvements in sales effectiveness and performance culture Compensation: Compensation is commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. Minimum USD $92,000.00/Yr. Maximum USD $160,592.00/Yr.

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. 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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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, such as 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 Required Qualifications: • Aptitude in obtaining required industry licenses, • Must be self-disciplined in managing time and capacity, • Experience in cultivating client relationships, assessing needs and recommending solutions, • Success creating strong peer relationships through effective communication and collaboration, • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment, • Executes multiple tasks simultaneously, • Learns and adapts to new technology or applications Desired Qualifications: • Currently holds FINRA Securities Industry Essentials (SIE), • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: • Client Experience Branding, • Client Solutions Advisory, • Investment Management, • Pipeline Management, • Referral Management, • Client Management, • Customer and Client Focus, • Portfolio Management, • Prospecting, • Referral Identification, • Business Acumen, • Executive Presence, • Oral Communications, • Risk Management, • Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Latham - 804 New Loudon Rd - LATHAM BC (NY6111)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bring your expertise to JPMorganChase. As a Vice President in Compliance, Conduct and Operational Risk Management (CCOR), you will play a critical role in supporting the firm's strength and resilience. You provide oversight for responsible business growth by identifying and assessing new and emerging risks, applying sound judgment, and delivering innovative, risk-based solutions that support our company, clients, and communities. Our culture values strategic thinking, continuous improvement, and collaboration. As a Compliance Risk Management Lead - Vice President supporting the Compliance, Conduct and Operational Risk (CCOR) organization, you will report to the team's Executive Director focusing on the Kinexys by J.P. Morgan business unit, which sits in the Commercial & Investment Bank (CIB) Payments business. In this role, you will provide second line oversight, assess compliance and operational risk for new Kinexys products, technologies, and vendor relationships, and support process improvements across the business. You will be part of a diverse team of CCOR professionals, fostering cross-functional collaboration and supporting all areas of the business globally. Your contributions will help ensure innovative, risk-based solutions and robust controls for business partners. Kinexys is a pioneer in banking-led blockchain, transforming traditional business models and the movement of money, information, and assets. CIB Payments is among the world's largest, most trusted and innovative full-service providers in one of the most dynamic and rapidly transforming spaces in financial services. In addition to providing international cash management, liquidity, commercial card cross currency, escrow solutions, merchant services and trade finance, we continue to invest in future-growth initiatives, such as blockchain, AI & ML, as well as form partnerships with rising fintechs to expand our client base and product offerings. Operating in over 160 countries and handling more than 120 currencies, CIB Payments offers specialized solutions that provide operating efficiencies and value beyond other standardized solutions available in the market. Our global product and technology platform, integrated client service model and network of operational centers enable CIB Payments to deliver a consistent set of services to clients no matter where they are across the world. Job Responsibilities • Support compliance and operational risk management activities across Kinexys and CIB Payments, aligning with firmwide objectives and regulatory expectations., • Collaborate with business and functional stakeholders in the review and implementation of new products, services, vendor relationships, and client onboarding, ensuring robust risk and control frameworks., • Participate in working groups to develop and enhance blockchain / digital ledger technology risk management frameworks., • Represent Payments CCOR in control forums, business meetings, and industry events, communicating clear and compelling risk and compliance messages., • Monitor regulatory and legislative changes, providing oversight and guidance for business implementation of new rules and regulatory requirements., • Support second line controls to ensure compliance with relevant laws, regulations, and firm policies, contributing to continuous improvement and process efficiency., • Review and assess new business initiatives for regulatory and operational risk implications, supporting innovative and compliant business outcomes., • Foster cross-functional collaboration with Compliance, Operational Risk, Legal, Product, Payments, Audit, Finance, and Control Management teams, promoting knowledge sharing and continuous learning., • Participate in team development and feedback, contributing to an inclusive environment for growth and excellence. Required qualifications, capabilities and skills • Significant experience in compliance, operational risk, audit, or internal controls within a complex, global environment., • Understanding of blockchain business use cases and distributed ledger technology, digital assets, and associated risks, with experience managing emerging risks and regulatory challenges., • Demonstrated ability to drive process improvements and deliver risk-based solutions aligned with business objectives., • Strong interpersonal, influencing, and stakeholder management skills, establishing credibility with business partners and external stakeholders., • Advanced analytical, problem-solving, and organizational skills, with the ability to manage multiple initiatives and projects simultaneously., • Proven execution and project management skills, ensuring timely resolution and delivery of high-quality results., • Exceptional communication skills, both oral and written, with the ability to operate effectively across teams and geographies., • Self-motivated, results-driven, and committed to achieving higher standards and continuous improvement., • Ability to foster a collaborative, inclusive, and high-performing team environment, supporting professional development and knowledge sharing. Preferred qualifications, capabilities and skills • Familiarity with regulatory requirements and industry best practices in blockchain, digital assets, and payments., • Experience with payments or financial services preferred., • Experience in supporting change, driving innovation, and managing disruption in financial services. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. Our Compliance teams work globally across all lines of business to advise internal stakeholders on the impact of regulatory requirements and how to balance these with the firm's needs. Their diverse mandate means they also provide input on new business strategies, product lines, policies, training, operational processes, risk mitigation and control.

Job Description TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President – Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE SALARY: $50,000 - $60,000 annually AVAILABILITY: Monday- Friday 8:30am-5:00pm Position Summary: Responsible for meeting with clients to assess their financial situation, presenting financial plans that include both short-term and long-term goals, and tailoring specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as Retail Banking, Commercial/Business Banking, Employee Benefits and Insurance to help clients meet their financial goals. In addition to these responsibilities, the consultant may also need to keep track of life changing events that could affect a client's financial plan and adjust the plan accordingly. It is important for the consultant to have a deep understanding of financial planning and be able to effectively communicate and work with clients to help them achieve their financial goals. Key Responsibilities: • Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions to sales opportunities., • Delivers personalized investment solutions to help clients work toward their short-term and long-term financial goals., • Identifies investment opportunities and recommends/refers investment options and insurance products to meet and/or exceed personal and branch team goals., • Takes a lead role in creating the Pioneer client experience with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities., • Develops Centers of Influence and referral sources by creating relationships with outside experts and professionals (for example, CPAs/Attorneys/Real Estate Agents) for the purpose of developing referrals., • Maintains current knowledge of Bank products and services., • Attends appropriate training and other continuing education to maintain any required licensing credentials or product knowledge. Education & Experience: • Has completed New York State Life and Health Insurance License, FINRA Series 7 and Series 65 or 66., • Two-year college degree in Business or related field required. Two years of recent retail banking experience will be considered in lieu of degree., • Three years’ experience selling investment products required., • Capable of making outbound calls and engaging in client facing activities., • Knowledge of Microsoft Office Suite, Teams, and Outlook desirable., • Must have access to reliable transportation and maintain a valid driver's license throughout employment. Must be able to travel on short notice to Pioneer Headquarters and other Pioneer offices, and to educational or networking events in the Capital Region. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Job Description The Account Executive (AE) is the catalyst behind FirstLight’s success as an organization. As a consultative sales professional, the Account Executive is responsible for driving revenue growth and bringing in net-new business from prospects and existing customers. Account Executive’s own all opportunities for their assigned, named prospect accounts and are responsible for coordinating resources and managing the sales campaign across the entire opportunity pipeline. Job requirements include (but are not limited to): • Negotiate and close as many sales opportunities as possible., • Identify the needs of prospects, provide guidance and solution recommendations to meet those needs, and effectively understand and respond to prospect objections., • Develop a mastery of all FirstLight’s broad portfolio of products and services and connect client’s business objectives with FirstLight offerings and solutions., • Be proactive in all aspects of opportunity development, including conducting outreach to prospects to establish relationships and identify new sales opportunities., • Build and expand relationships with Economic Buyer in prospect accounts., • Assist the prospect in maximizing the return of their investment with FirstLight, • Establish yourself as a ‘Trusted Advisor’ to the prospect, • Support in retaining newly acquired customers and expanding footprint through cross/up sell opportunities., • Stay abreast of competition, competitive issues and products., • Provide regular reporting of pipeline and forecast through the CRM system., • Collaborate with peers and management around ways to continually improve the sales organization., • Provide expertise around areas of interest to discuss industry best practices and development of high-level strategies., • Bring net new and innovative ideas to both the internal team and the customer., • Assist in creating an environment of teamwork and continuous improvement., • Demonstrate a commitment to excellence (i.e. strong business acumen), • Partner with sales and additional pre-sales engagement members to align goals and ensure ongoing refinement. Job Qualifications: • BA/BS Degree or equivalent, • 5+ years of B2B sales experience, preferably in a telecom or ISP environment, • Proven track record of exceeding new logo sales quotas, • Strong knowledge of telecommunications industry and terminology, • Experience selling to Mid-Market, Large Enterprise, Healthcare and Financial services, with an emphasis on new logo growth, prospecting, and cold calling About FirstLight: FirstLight, headquartered in Albany, New York, provides fiber-optic data, Internet, data center, cloud and voice services to enterprise and carrier customers throughout the Northeast connecting more than 13,000 locations in service with more than 125,000 locations serviceable by our more than 25,000-route mile network. FirstLight offers a robust suite of advanced telecommunications products featuring a comprehensive portfolio of high bandwidth connectivity solutions including Ethernet, wavelength, and dark fiber services as well as dedicated Internet access solutions, data center, cloud and voice services. FirstLight’s clientele includes national cellular providers and wireline carriers and many leading enterprises, spanning high tech manufacturing and research, hospitals and healthcare, banking and financial, secondary education, colleges and universities, and local and state governments. FirstLight Fiber is an equal opportunity employer. In accordance with state and federal laws, FirstLight’s equal opportunity policy is that all applicants and employees are treated equally by the company with respect to employment opportunities, regardless of race, color, religion, sex, sexual orientation, disability, or veteran status or veteran disability.

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