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Job DescriptionDescription: The Private Client Relationship Manager leads the execution of wealth management, trust, banking, and financial planning strategies for families and institutional clients. This individual will show strong independence, a desire to collaborate with all lines of business at CNB Bank and showcase strong ability to service to the banks most affluent clients with discretion and professionalism. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES • Responsible for leading and managing the wealth management and private banking relationship for bank’s most affluent clients., • Advises clients and prospects on wealth management, preservation of assets, financial planning, and various trust structures., • Ability to discuss and position bank products to prospective and current clients: investments, checking/savings options, consumer credit products, life insurance strategies, investment secured lending programs, and retirement savings vehicles., • Partners with CNB’s commercial banking teams to identify potential new clients., • Deep knowledge of the financial markets and the ability to articulate macroeconomic data to affluent clients and institutions. ATTITUDES Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: • Build strong relationships with internal partners from all areas of the bank., • Active in community service., • Ability to adapt to changing business and economic environments., • A strong desire to represent all aspects of CNB Bank and its divisions. BEHAVIORS Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: • Leadership among teammates, • Integrity both with clients and colleagues, • A desire to collaborate and secure new business, • Volunteerism in each of the communities we serve COMPETENCIES Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating: • Accountability to financial goals and business unit plans, • Innovation withing job description, • Professionalism in all aspects of work life SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Actively engages in continuing education and follows market trends and client behaviors in all areas of wealth management. Requirements: QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A bachelor’s degree in Finance, Economics, Business Administration, Accounting, Marketing, or related field from an accredited institution is preferred MA, MBA, MS, JD candidates strongly considered. A background screening will be conducted. • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively., • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Ability to use MS Word, Excel, PowerPoint and other systems required., • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to understand economic data and statistics along with the ability to articulate this information to our prospective and current clients., • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation., • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and occasionally outside of home market to attend seminars, training sessions as dictated by bank management and client needs. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice. BENEFITS • Medical, Dental, Vision & Life Insurance, • 401K with company match, • Paid Time Off & Recognized Holidays, • Leave policies, • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet), • Employee Assistance Program, • Employee Health & Wellness Program, • Special Loan and Deposit Rates, • Gradifi Student Loan Paydown Plan, • Rewards & Recognition Programs and much more! Eligibility requirements apply. BankOnBuffalo is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG

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.

The Opportunity My client is seeking an Associate of Deal Origination / Business Development to support the growth of a middle market M&A advisory practice. You will work with qualified inbound business-owner opportunities, help identify and develop strong-fit prospective clients, lead and support consultative conversations, and advance qualified opportunities toward signed sell-side advisory engagements. This role combines deal origination, business development, client qualification, and consultative sales. You will build credibility with founders and senior executives, assess strategic goals and transaction readiness, maintain disciplined pipeline activity, and collaborate with senior bankers to create a thoughtful transition from initial relationship development into transaction execution. What You Will Do • Engage with pre-qualified inbound business-owner opportunities and support deal origination and early-stage advisory conversations., • Develop a clear understanding of each company, owner priorities, strategic objectives, transaction timing, valuation expectations, and decision criteria., • Evaluate opportunity fit and transaction readiness while communicating the firm’s sell-side M&A process, positioning, deliverables, and client experience., • Build trusted relationships with founders and senior executives through thoughtful discovery, responsive follow-up, and professional communication., • Help develop qualified opportunities by identifying business needs, decision dynamics, potential barriers, and appropriate next steps., • Advance opportunities through qualification, follow-up, proposal discussions, and engagement-letter execution with appropriate urgency., • Maintain accurate CRM notes, pipeline stages, forecasts, next steps, and deal-origination activity reporting., • Partner with senior bankers on client handoffs and share feedback on lead quality, client sentiment, market conditions, and business development strategy. What You Bring • Experience in deal origination, business development, consultative B2B sales, financial services, advisory work, or another client-facing professional services environment., • Strong business acumen and confidence communicating with founders, business owners, and C-suite decision-makers., • Excellent discovery, presentation, organization, written communication, follow-up, and relationship-development skills., • Sound commercial judgment with the ability to assess client needs, transaction readiness, and the quality of prospective opportunities., • Exposure to M&A, investment banking, private equity, finance, consulting, accounting, brokerage, or professional services is preferred., • Comfort with performance targets, accountability, and a 100% commission-only compensation model., • Available to work remotely from 9:00 AM to 5:00 PM Central Time., • Must be based in the United States. Why Join You will work with qualified inbound opportunities, build direct relationships with middle market business owners, collaborate with experienced deal professionals, and have uncapped earning potential tied directly to the advisory engagements you help originate, advance, and secure.

Run your own full-desk search practice placing senior advisors and leadership talent across RIAs, family offices, and investment platforms. A senior role for experienced agency recruiters who want to develop clients, originate searches, fill roles, and earn uncapped commission tied directly to production. About Next Level Recruiting: We're a specialized executive search firm focused on financial services and wealth management. We partner with RIAs, family offices, multi-family offices, private wealth platforms, and investment-focused firms to place high-impact advisors, executives, and leadership talent. We're building a team of experienced recruiters who want long-term upside, ownership of their searches, and a clear path to higher earnings. What This Role Is: You'll own full-cycle executive searches end to end — partnering directly with clients, driving candidate pipelines from outreach through offer acceptance, and building lasting relationships across the wealth advisory ecosystem. This is a quality-over-volume desk with meaningful responsibility, full-desk ownership, and income tied directly to your production. In addition to working active searches, you can develop your own client relationships, originate searches, and fill the roles you bring in. What You'll Do: • Own and execute full-cycle executive searches end to end, • Partner directly with clients to understand hiring needs and market dynamics, • Develop new client relationships and originate searches, • Drive candidate pipelines from outreach through offer acceptance, • Conduct high-level candidate qualification calls, • Manage search progress and pipeline hygiene in Bear Claw (ATS/CRM), • Build long-term relationships with senior-level financial professionals, • Grow your desk through client development, candidate relationships, and successful placements Search Sectors: Family offices, multi-family offices (MFOs), RIAs, private wealth management firms, and investment-focused platforms including private equity, venture capital, investment banking, and hedge funds. What You'll Need: • 5+ years of full-cycle agency recruiting experience, • Proven success sourcing and engaging passive candidates with LinkedIn Recruiter, • Demonstrated success managing multiple concurrent searches against production goals, • Experience developing client relationships or managing client-facing search processes, • Comfortable using an ATS/CRM and owning your own desk, • Track record of meeting or exceeding recruiting production goals, • Interest in financial services, investment, wealth management, or executive search Nice to Have: • Recruiting experience in financial services, wealth management, or professional services, • Executive or retained search background, • Strong Boolean search proficiency, • Bachelor's degree or equivalent professional experience Who This Role Is For: • Experienced agency recruiters who want more ownership and upside, • Recruiters tired of transactional, high-volume staffing, • People who want to run a desk, develop clients, and be accountable to production goals, • Competitive professionals motivated by uncapped earnings, • Recruiters who want to make more money through placements, not manage people, • Full-desk recruiters who want a specialized market with higher-value searches Why This Role Is Different: Most recruiting roles reward speed and volume. We reward quality, market expertise, long-term relationship building, and production. This role is built for recruiters who want to maximize earnings by building a profitable desk, developing clients, originating searches, and closing placements. You'll work with sophisticated clients and senior-level candidates in the wealth management and investment ecosystem, where credibility, discretion, and market knowledge matter. Compensation & Income Opportunity: • Base salary: $90,000–$110,000, depending on experience, • Uncapped commission + bonus potential, • Health and dental insurance, • 401(k) with company match, • Clear earnings progression tied to production, client development, and placement volume, • Opportunity to develop your own client relationships and searches, • Long-term income upside for high-performing recruiters

Job Description Our executive search firm is supporting a travel and tourism organization in appointing a Vice President of Corporate Development. This executive will identify strategic opportunities, assess partnerships and acquisitions, and support expansion into new markets and service areas. Key Responsibilities • Develop and maintain a pipeline of acquisition, partnership, and investment opportunities., • Lead market analysis, valuation, due diligence, and transaction evaluation., • Build financial models and business cases for executive and board review., • Coordinate with legal, finance, operations, and external advisers throughout transactions., • Support post-transaction integration and monitor the performance of completed investments., • Cultivate relationships with tourism operators, investors, and commercial partners. Requirements Bachelor’s degree in finance, business, economics, or a related field. Substantial experience in corporate development, investment banking, private equity, or strategic finance. Strong transaction modeling, valuation, negotiation, and due-diligence capabilities. Experience within travel, tourism, transportation, or consumer services preferred. Ability to manage confidential and commercially sensitive initiatives. Benefits Base salary: $185,000–$225,000 annually Performance bonus based on individual and company results Medical, dental, and vision plans 401(k) matching program Paid parental leave Travel benefits and professional-development support Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com., • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. State-Specific Information: • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation., • New Jersey: We do not inquire about salary history unless voluntarily disclosed. Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. Use of Artificial Intelligence in Recruitment Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles. Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Finance Expert – LLM Training & Evaluation Experience: 3–8 Years Job Type: Contractor Location: Remote Compensation: $30–$60/hour Role Overview • Contribute to LLM training and evaluation workflows by reviewing financial questions, scenarios, and AI-generated responses., • Assess model outputs for financial accuracy, reasoning quality, relevance, completeness, and consistency with applicable financial principles., • Create and review finance prompts, scenarios, questions, reference answers, and evaluation criteria across relevant areas of finance., • Provide detailed expert feedback to improve LLM financial reasoning, reliability, and performance across complex finance tasks. Key Requirements • 3–8 years of professional experience in Finance, Accounting, Investment Banking, Financial Analysis, or related fields., • Strong knowledge of financial analysis, accounting principles, financial modeling, valuation, and financial markets., • Experience analyzing complex financial problems and identifying factual, numerical, logical, and analytical errors in written responses., • Strong written communication skills and interest in AI/LLM training, model evaluation, prompt engineering, or AI-assisted finance workflows.

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

Job DescriptionJob Title: Enterprise Business Architect Location: Onsite in Buffalo, NY Hire Type: Contingent Contract / Full Time Hourly Rate: $95 - 100/hour (DOE) Work Model: Hybrid schedule Contact Recruiter: Amanda Neudeck – aneudeck@imaginegroup.com No C2C, C2H, 1099 or Visa Sponsorship/Transfer available for this role Nature & Scope/Positional Overview: A visionary Business Architect to serve as the bridge between business strategy and enterprise execution, shaping target-state models, informing investment decisions, and ensuring initiatives deliver measurable business value. A strategic thinker with strong business and technology translation expertise, excellent communication skills, and a passion for driving innovation in the financial sector. Role establishes clarity on What the business is trying to achieve (strategy and outcomes), How value is delivered (value streams), and What the business must be able to do (capabilities). Role & Responsibility/ Tasks That Will Lead To Your Success • Strategy Alignment - Translate business strategy into capability, value stream, and initiative roadmaps. Ensure initiatives align to strategic objectives and target outcome, • Business Architecture Modeling - Develop and maintain business capability maps, value streams, and operating models. Define current-state and target-state business architectures, • Transformation & Investment Guidance - Identify capability gaps and prioritize investments based on business value. Support portfolio planning and initiative prioritization, • Enterprise Analysis & Design - Assess business processes, structures, and systems for alignment and efficiency. Define business-driven requirements for transformation efforts, • Stakeholder Engagement - Partner with executives, product teams, EA, and delivery teams. Facilitate alignment across business and technology stakeholders, • Governance & Standards - Establish and enforce business architecture standards and frameworks. Ensure traceability from strategy through execution, • Cross-Architecture Alignment - Collaborate with Enterprise, Solution, and Data Architects to align designs. Ensuring business intent is reflected in solution and technology decisions Skills that will Lead To Your Success:, • Strategic thinking and business model design, • Capability modeling and value stream mapping, • Systems thinking and enterprise analysis, • Stakeholder facilitation and executive communication, • Problem-solving and structured decision-making, • Financial and investment analysis; business case, prioritization, • Influence without authority across complex organizations, • Visualization and modeling; capability maps, operating models, • Business Architecture Guild / BIZBOK concepts and practices, • Capabilities, value streams, organization, information mapping, • Enterprise architecture frameworks; TOGAF, FEAPOEducation and Experience Requirements:, • BS degree in Business, Technology, or IT related field, • 10 years’ experience in IT architecture, strategy, consulting, and transformation roles, • Demonstrated experience building business architecture artifacts; capability maps, value streams, operating models, • Project experience working in large, complex enterprises, • Certified Business Architect (CBA®) – Business Architecture Guild, • TOGAF or equivalent EA certificationEducation and Experience Preferences:, • Master’s Degree in Business, Technology, or IT related field, • Banking or financial services experience, • Certifications: TOGAF, Azure Solutions Architect Expert, AI/ML specialty certifications., • Practical experience with model risk governance (SR 117), OCC guidance, and related financial services regulatory frameworks

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 Provide an innovative and industry leading approach to the professional practices strategy within Internal Audit while demonstrating a strong understanding of internal audit standards, best practices, and regulatory guidance. This position is responsible for managing the Internal Audit Department’s professional practices and quality assurance and improvement program (QAIP). The Head of Professional Practices will be responsible for driving process, policy, continuous improvements and quality outputs, through the execution and management of the program. Managing the quality assurance and improvement program drives high-quality work, consistency and adherence to Internal Audit Department policies, procedures, methodology, Institute of Internal Audit (IIA) Global Standards and regulatory guidance. The Head of Professional Practices is expected to build and continually develop a reputation as a trusted partner with the Director of Internal Audit, management and other assurance providers within the company. In accordance with the Company and Department values, this position must maintain integrity, excellence, teamwork and humility, ensure strict code of ethics and corporate confidentiality. Essential Responsibilities: • Provide leadership over the QAIP to include Internal Audit departments standards, methodology and continuous improvement initiatives., • Execute Internal Quality Assessment Review and manage outsourcing of External Quality Assessment Review in accordance with IIA Global Standards and regulatory guidance, providing report on results and opportunities for improvement., • Maintain Internal Audit department policies and procedures (Audit Manual), update as required., • Provide guidance on Internal Audit methodology., • Support the execution of the annual risk assessment and audit planning processes., • Manage the department’s training program to ensure the team possesses the appropriate technical skills of a high performing department., • Manage the preparation of Department reporting to the Audit Committee, ensuring high quality documentation., • Monitor the issues remediation and reporting process., • Support the root cause analysis and reporting process., • Provide oversight to the audit program review process in accordance with policy, procedure, regulatory requirements and best practices, providing recommendation for process improvements., • Provide system administration/support to ensure audit workpaper application adheres to professional standards and regulatory guidance., • Monitor key performance and key risk indicators., • Stay abreast of emerging risks, regulatory changes and industry trends and communicate with the Director and audit team., • Establish effective, credible and appropriate working relationships with department personnel, company management and key stakeholders to build and maintain ongoing business relationships by utilizing strong interpersonal and communication skills., • Perform other duties, including special projects or handle specific administrative tasks as assigned or directed., • Foster a culture of continuous improvement and professional growth within the internal audit department., • 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 fashion. Ancillary Duties: As an integral member of the Audit Department, this position is also responsible to provide assistance wherever necessary to help the Audit Department and the Bank in achieving their annual goals. Qualifications Education, Training and Requirements: • B.S. or B.A. degree in Accounting, Finance, Business Administration or related field and CIA required., • All applicants must be 18 years of age or older Skills: • Excellent communication (verbal, written, listening) and interpersonal skills, problem solving and organizational skills with demonstrated intellectual and analytical rigor. Motivated self-starter. Knowledge and strong understanding of internal audit standards, best practices, and regulatory guidance. Able to rapidly develop core knowledge of the Company. Experience: • Ten or more years’ of progressive financial, operational and compliance audit experience, with focus on financial services including banking, wealth management, insurance, and/or employee benefit plan administration. Management of professional practices or quality assurance and improvement programs experience required. Financial service experience in mid-size banking, i.e., $25 billion and larger. Travel: • Position may require travel

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 General Functions: Responsible for performing a variety of duties to meet the commercial services needs of business customers; achieving customer service goals as established in the Commercial Banking Department's annual operating plan; complying with operating policies and procedures established for the commercial services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Responsible to accurately risk rate assigned loan relationships on a timely basis. Essential Duties: • Perform a variety of duties to meet the commercial sales and services needs of business customers as follows:, • Maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities and solicit other new business., • Makes outside sales calls on prospective customers to assess needs, and describe and sell products and services., • Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports., • Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis., • Serves as a member of the bank's sales team, e.g., Branch Manager; makes group sales calls where these types of calls will improve the opportunity for new business development., • Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs., • Provides direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services; approves or rejects loan applications within individual lending authority., • Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems., • Maintains a working knowledge of bank operating policies and procedures with impact commercial services., • Prepares and maintains accurate records of all customer sales and service calls made and meetings held with present and prospective customers., • Provides quality service to customers, whether internal or external., • Demonstrates cooperative efforts in working with other departments and within own department., • Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Banking Department's annual operating plan., • Complies with established operating policies and procedures in order to maintain adequate controls and to support the bank's adherence to outside regulatory requirements., • Communicates with management and staff personnel in order to integrate goals and activities., • Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy., • Maintains appropriate records and provides assigned reports., • Monitors and reviews accounts for appropriate risk rating to avoid risk rating changes by Loan Review, the OCC or other loan review processes., • 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 job-specific requirements in a timely fashion Qualifications Education/Training: B.S. or B.A. degree in related field of study; specialized banking education and training. Skills: Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative, and sales skills; a thorough knowledge of the features and benefits of all bank commercial products and services; a working knowledge of bank operating policies and procedures which impact commercial services; valid driver’s license. Experience: Minimum of seven (7) years' experience in related positions normally required with an emphasis in the Commercial Real Estate Financing area.

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 As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility Other: • This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education’s School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role.

Executive Support Engineer (60% Mac / 40% Windows) A leading global asset management firm, is seeking an experienced Executive Support Engineer to join its Technology team in New York City. Supporting a 60% macOS / 40% Windows environment, you'll be the trusted technology partner to the Executive Committee, senior leadership team, and Board of Directors, delivering a seamless, white-glove technology experience while contributing to modern workplace engineering initiatives. This is a highly visible role that combines executive-facing support with infrastructure engineering, requiring exceptional technical expertise, professionalism, and discretion. The Role As the primary technology contact for senior leadership, you'll ensure executives remain connected, secure, and productive—whether in the office, working remotely, at home, or travelling internationally. You'll provide high-touch Executive Support while leading endpoint and workplace technology initiatives across Microsoft 365, Intune, and Apple Enterprise technologies. Key Responsibilities • Deliver dedicated Executive Support to the Executive Committee, Board of Directors, and senior leadership team., • Provide rapid resolution of hardware, software, mobile device, and secure remote access issues., • Lead the technical delivery of Board meetings, executive presentations, investor meetings, and high-profile hybrid events, supporting Microsoft Teams Rooms, Zoom Rooms, and enterprise AV technology., • Configure and support executive laptops, mobile devices, and secure travel technology, ensuring seamless connectivity worldwide., • Deliver one-to-one technology onboarding and coaching, enabling executives to maximise Microsoft 365, Apple devices, and AI-powered productivity tools., • Lead engineering initiatives, including Microsoft Intune deployments, endpoint lifecycle management, and workplace technology improvements., • Develop and maintain PowerShell automation to improve operational efficiency., • Administer Microsoft Entra ID, Microsoft 365, Group Policy, and modern endpoint management solutions., • Proactively identify opportunities to enhance the executive technology experience through automation, standardisation, and continuous improvement. Skills & Experience • Proven experience providing Executive Support to C-level executives, Board members, or senior leadership within a corporate environment., • Experience within Asset Management, Investment Management, Financial Services, Hedge Funds, or Investment Banking is highly preferred., • Strong experience supporting a 60% macOS / 40% Windows enterprise environment., • Advanced knowledge of Microsoft 365 E5, Microsoft Intune, Microsoft Entra ID, and Endpoint Manager., • Expert-level knowledge of macOS, Windows, iOS, and Android., • Strong PowerShell scripting and Group Policy administration experience., • Experience supporting executive collaboration technologies, conference rooms, and hybrid meeting environments., • Outstanding communication skills with the ability to explain technical concepts clearly and confidently to senior business leaders., • Calm under pressure, highly organised, and able to maintain complete discretion when supporting senior executives. What's on Offer • Competitive compensation and comprehensive benefits., • Opportunity to support executive leadership within a prestigious global asset management firm., • A unique blend of Executive Support and modern workplace engineering., • Exposure to the latest Microsoft 365, Apple Enterprise, Intune, and endpoint management technologies., • A collaborative, high-performing technology team with excellent long-term career opportunities., • Fully remote working throughout August as part of the firm's summer working policy. If you're passionate about delivering exceptional Executive Support while working with modern enterprise technologies in a fast-paced investment environment, we'd love to hear from you. For more information or to apply, please contact:

Job Title: Compliance Director– Regulated Medical Waste & Environmental Compliance Position Summary The Compliance Director provides hands-on leadership to direct regulatory compliance across all regulated medical waste (RMW) transportation, transfer, and processing operations. Working closely with Executive, Logistics, and Facility leadership, this role ensures the company maintains strict adherence to federal, state, and local requirements. The ideal candidate pairs deep expertise in RMW transporter and facility permitting with a comprehensive command of specialized wastes, including RMW (blood/body fluids, sharps, pathological, microbiological, animal waste, etc.), trace chemotherapy, hazardous/non-hazardous pharmaceuticals, and RCRA hazardous materials. Key Responsibilities Compliance, Safety, Auditing • Waste Segregation: Direct strict point-of-use separation of all Regulated Medical Waste (RMW) biological streams from non-RMW chemical and pharmaceutical streams to maintain legal compliance, eliminate safety cross-contamination risks, and optimize facility disposal costs., • Regulatory Adherence: Monitor and enforce compliance with federal and state standards set by OSHA and the EPA. Coordinate and support regulatory inspections, agency inquiries, permit applications, permit modifications, and corrective-action responses., • OSHA Program Management: Oversee OSHA compliance programs, including Bloodborne Pathogens, Hazard Communication, PPE, injury recordkeeping, LOTO, powered industrial trucks, emergency response, and employee training., • Internal Audits: Conduct routine internal compliance audits of facilities, transportation practices, manifests, shipping documentation, training records, permits, and operating procedures., • SOPs & Corrective Actions: Develop and standardize compliance policies, SOPs, inspection forms, and training programs; investigate compliance deficiencies and track corrective actions through closure., • Subject Matter Expertise: Monitor regulatory changes and serve as the primary company resource for questions involving RMW transportation, waste acceptance, transfer, storage, treatment, and disposal. Facility & Environmental Operations • Facility Permitting: Maintain all permits, licenses, registrations, renewals, inspections, reporting requirements, and regulatory deadlines associated with transfer stations, treatment facilities, and processing operations., • Stream-Specific Waste Oversight: Manage state-specific requirements governing infectious waste, biomedical waste, sharps, trace chemotherapy, pathological tissues, and both hazardous (RCRA) and non-hazardous pharmaceutical waste streams., • Reporting & Deadlines: Maintain a centralized regulatory calendar and permit database; prepare and submit required federal, state, and local regulatory reports accurately and on time. Transporter & Logistics Compliance • Permit & License Management: Maintain and renew all required RMW transporter permits, registrations, authorizations, and licenses across all operating states and jurisdictions., • Shipping Standards: Ensure total compliance with requirements for packaging, labeling, marking, documenting, handling, loading, transporting, transferring, storing, and delivering RMW., • DOT Hazmat Oversight: Manage applicable DOT hazardous materials regulations for RMW and hazardous waste shipments, including shipping papers, packaging requirements, markings, labels, and employee training., • Expansion Support: Support regulatory due diligence and compliance integration for company acquisitions and new market expansion. Qualifications • Experience: Minimum of 5 years of hands-on experience in regulated medical waste, environmental services, healthcare waste, hazardous materials transportation, waste processing, or another highly regulated environmental industry., • Technical Expertise: Strong working knowledge of RMW transporter permitting, DOT hazardous materials requirements, OSHA standards, state medical waste regulations, and RCRA hazardous waste generator classifications., • Education (Preferred): Bachelor’s degree in Environmental Science, Chemistry, or a related field; or Certified Hazardous Materials Manager (CHMM) certification Work Environment: Work from Home Travel Requirements (25% travel): Must be able to travel to Cyntox facilities, transfer stations, offices, etc., for audits, meetings, and other work-related activities COMPANY BACKGROUND About Cyntox Cyntox is a multi-state provider of collection, transportation, and disposal services for biohazardous waste, sharps, and related waste streams. The company ensures full regulatory compliance across the entire waste lifecycle, from generation through final disposition, supporting customers in meeting complex federal and state requirements. Cyntox currently operates across 26 U.S. states, with a growing network of facilities concentrated in the Heartland, Midwest, and Eastern regions. About Igneo Igneo Infrastructure Partners (“Igneo”) is an autonomous investment team in the First Sentier Investors Group. It invests in high-quality, mature, mid-market infrastructure companies in the utilities and transport sectors in the UK, Europe, North America, Australia and New Zealand. Operating since 1994, the team works closely with portfolio companies to create long-term sustainable value through innovation, a focus on ESG and proactive asset management. Today, Igneo manages $14.8 billion worth of assets on behalf of more than 120 investors around the world. About First Sentier Investors First Sentier Investors manages more than $150 billion in assets on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide. The firm operates as a standalone global investment management business with offices across Europe, the Americas, and Asia Pacific. First Sentier Investors' expertise spans a range of asset classes and Igneo Infrastructure Partners investment sectors, focused on delivering sustainable investment success based on responsible investment principles. Formerly known as First State Investments, the firm was acquired from the Commonwealth Bank of Australia in August 2019 by Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc.

Role: Analyst Location: Remote (must be based in Tampa / St. Petersburg / Sarasota area) About Vision Point Capital Vision Point Capital is a business transition advisory firm serving privately held companies and their advisors. Our teams provide valuation, ESOP, and M&A advisory services to help clients make informed decisions about business value and ownership transitions. We are hiring an Analyst whose primary focus will be supporting our Valuation team. The role will also contribute to M&A engagements and, as our Transaction Readiness services grow, quality of earnings work. Role Overview We are seeking a curious, detail-oriented analyst who enjoys working through complex financial information and understanding the business behind the numbers. You’ll analyze company performance, build financial models, research industries and transactions, and prepare work that supports our valuation conclusions. You’ll also work with our M&A team on transaction materials and buyer diligence. The role offers a chance to learn from experienced advisors across disciplines while developing a strong foundation in valuation and transaction analysis. Key Responsibilities Valuation Support · Analyze historical financial results, management projections, and other company information · Build and maintain financial models and supporting schedules · Research industries, market conditions, comparable companies, and relevant transactions · Assist with analyses of earnings, cash flow, risk, and other factors that affect business value · Prepare exhibits, workpapers, and draft report sections for senior review · Investigate inconsistencies or gaps in the information provided and document your findings · Support valuation engagements for a range of purposes, including business transitions, ESOPs, and other client needs M&A Support · Help prepare and review financial information used in sell-side engagements · Assist with transaction materials, buyer research, and financial analyses · Organize information for buyer diligence and help track requests and responses · Work with the deal team to identify financial trends and questions that may affect a transaction Quality of Earnings & Transaction Readiness Support · Analyze financial statements, general ledgers, trial balances, and supporting company records · Prepare schedules covering revenue, margins, expenses, cash flow, working capital, and historical operating trends · Assist with the analysis of potential adjustments to reported earnings · Prepare organized workpapers and exhibits for senior review · Help identify information gaps and track requests during financial diligence Qualifications Required · Bachelor’s degree in Accounting, Finance, Economics, or a related field · Strong understanding of financial statements and accounting fundamentals · Strong Excel skills and comfort working with detailed financial data · Ability to produce accurate, well-organized work and explain your findings clearly · Strong analytical judgment and willingness to ask questions when information does not reconcile · Ability to manage multiple assignments and meet deadlines · Professional discretion when handling confidential client and transaction information Preferred · Experience in business valuation, audit, transaction advisory, investment banking, corporate finance, or a related analytical role · Exposure to financial modeling, valuation methods, or M&A transactions · Familiarity with accounting data from systems such as QuickBooks · Progress toward a CPA, CFA, or valuation credential · Quality of earnings or financial due diligence experience is a plus

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.

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.

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

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

AI into investment banking and equity research workflows.

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

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, Clie

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.

The Opportunity My client is seeking a relationship-driven Sales + Business Development professional to support the continued growth of a middle market M&A advisory practice. You will work with qualified inbound business owners who are actively evaluating a sale, recapitalization, liquidity event, or other strategic alternative, and guide strong-fit opportunities toward signed sell-side advisory engagements. This is a consultative sales role built around trust, business judgment, and disciplined follow-through. You will qualify owner interest, understand strategic and financial objectives, communicate the value of the advisory process, and create a clear path forward without relying on transactional or high-pressure selling. What You Will Do • Respond to and conduct consultations with qualified inbound business-owner opportunities., • Develop a clear understanding of each company, the owner’s priorities, transaction goals, timing, and expectations., • Assess fit and transaction readiness based on business profile, objectives, valuation expectations, and advisory needs., • Present the firm’s sell-side M&A process, positioning, deliverables, and client experience in clear, credible language., • Build confidence and trusted relationships with founders, owners, and senior executives throughout the decision cycle., • Navigate questions and concerns related to timing, valuation, fees, confidentiality, and the advisory process., • Create momentum through thoughtful follow-up, decisive next steps, and consistent communication., • Move qualified opportunities from discovery through proposal discussions and signed engagement letters., • Maintain accurate CRM records, pipeline stages, forecasts, next steps, and conversion activity., • Partner with senior bankers to prepare for handoff and preserve continuity once an engagement is secured., • Share practical feedback on lead quality, client sentiment, messaging, market conditions, and conversion opportunities. What You Bring • Experience in consultative B2B sales, business development, financial services, or professional advisory work., • Demonstrated success managing high-value opportunities and guiding sophisticated decision-makers through longer sales cycles., • 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 and curiosity about how privately held companies create value., • Disciplined follow-up, organization, pipeline management, and accountability in a remote work environment., • Comfort working within a performance-driven, 100% commission-only compensation model., • 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 have access to qualified inbound opportunities, meaningful conversations with accomplished business owners, close collaboration with experienced M&A professionals, and uncapped earning potential tied directly to performance.

About SaxeCap: SaxeCap is the premier AI transformation and investment platform in private equity. We pioneered the concept of buying out traditional businesses and transforming them with AI in 2018, and today we are the go-to AI transformation partner for 70+ PE firms globally, including 9 of the 10 largest by AUM as well as the world’s leading sovereign wealth funds. We've transformed 200+ businesses across healthcare services, business services, financial services, software, consumer, and more, driving billions of dollars of enterprise value expansion along the way. We operate at the intersection of three businesses: (1) a private equity investment arm, (2) an in-house AI transformation firm that designs and deploys bespoke GenAI, ML, and automation solutions, and (3) a suite of proprietary software products. Our team comes from places like Google, Palantir, Meta, Surge AI, Blackstone, TPG, Cerberus, Millenium, Balyasny, McKinsey, Bain, Oliver Wyman, MIT, Stanford, IIT, GSB, HBS, and Wharton. We were early investors in OpenAI, Anthropic, Groq, SpaceX, Neuralink, Mercor, Lambda Labs, etc. But what makes our team exceptional isn't where they came from or what they've invested in, it's what they ship. We are builders. About the Role: We are hiring a Vice President, AI Strategy & Deployment to join our AI transformation team. This is not a traditional consulting or investment role. You will own the full lifecycle of AI-driven value creation across our PE partner portfolio, from first engagement with a sponsor, through deep technical and strategic analysis, to managing our engineers and data scientists as they build and deploy solutions that move EBITDA. You will operate across a range of workstreams simultaneously: evaluating AI opportunities for PE sponsors under deal timelines, designing comprehensive transformation roadmaps for portfolio companies, managing technical teams through production AI deployments, supporting investment underwriting for SaxeCap's own PE vehicle, and leading business development with new partners. The common thread: you are the person who connects AI's technical potential to measurable business value, and you own the outcome end to end. About You: You are a hybrid: part technologist, part strategist, part operator. You are equally comfortable whiteboarding a model architecture with an ML engineer, presenting an AI transformation roadmap to a private equity partner, and pressure-testing an LBO model. You move fast, you think in structures, and you obsess over shipped outcomes rather than theoretical potential. Specifically: • 5 to 10 years of experience spanning two or more of: private equity, AI/ML product management, strategy consulting (MBB or comparable preferred), investment banking, or engineering, • You have managed teams of 5+ people (engineers, data scientists, consultants, or analysts) and held them accountable to ambitious timelines, • You have managed executive and C-suite stakeholder relationships, ideally in a PE or PE-adjacent context, • You have real AI/ML fluency: you can discuss model architectures, data pipelines, and build-vs-buy trade-offs with technical teams, not just at a buzzword level. Hands-on experience with Python, SQL, and data science tools is expected. Experience shipping ML products, managing RLHF programs, or building GenAI solutions is a strong differentiator., • You have experience quantifying enterprise value and EBITDA impact of technology or transformation initiatives; not just tracking KPIs, but tying technical outcomes to P&L, • You have product management instincts: understanding user pain points, scoping technical solutions, and managing the build through deployment, • You have operated in fast-paced, ambiguous environments where the scope, stakeholders, and approach shift rapidly, and you thrive in that context rather than resist it, • Bachelor's and/or Master's degree in Computer Science, Engineering, Mathematics, or a related technical field from a top-tier institution, • Legally authorized to work in the US What Sets the Best Candidates Apart: The people who excel at SaxeCap share a specific profile. They are not pure technologists and not pure dealmakers, they are the rare operators who can do both. The strongest signals we look for: • Shipped AI, not just studied it. You have built or managed the build of AI/ML solutions that went to production and drove measurable business outcomes. "Led AI strategy" without specifics doesn't move the needle. "Shipped an ML model that reduced X by Y%, managing a team of Z engineers" does., • PE-grade rigor under time pressure. You can form accurate conviction on an AI opportunity from limited information and present that conviction to a PE partner with confidence. If you've worked on a live deal, you know what this feels like., • Builder DNA. You don't just recommend, you build. Side projects, open-source contributions, 0-to-1 products, or intrapreneurial ventures all signal the instinct we're looking for., • Structured synthesis at scale. You can process massive amounts of qualitative and quantitative information and distill it into a prioritized plan that senior executives can act on. This is the hardest skill to find and the one we value most. Compensation & Growth: SaxeCap offers highly competitive compensation, and you will work directly with our senior leadership from day one, with significant client exposure and rapid professional development. The team is lean by design, there are no layers between you and impact.

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

The Office of the Customer Strategy & Business Performance position serves as a strategic partner to senior leadership, providing competitive intelligence, performance management, executive reporting, financial oversight, and AI roadmap governance that enable informed decision-making and execution against organizational priorities. The successful candidate combines strategic thinking, strong analytical capabilities, financial acumen, and executive communication skills to establish disciplined operating routines, identify growth opportunities, guide AI-enabled transformation, and ensure leadership has a clear view of business performance and strategic progress. The ideal candidate is intellectually curious, highly organized, and comfortable operating in a fast-paced environment. This role follows a hybrid work model, requiring onsite presence four days per week at one of M&T Bank's regional offices. Candidates must reside within a reasonable commuting distance to one of the following locations: • 345 Main Street, Buffalo, NY, • 115 Federal Street, Boston, MA, • 1 Light Street, Baltimore, MD, • 1350 I Street NW, Washington, DC, • 1100 North Market Street, Wilmington, DE, • 277 Park Avenue, New York, NY, • 850 Main Street, Bridgeport, CT, • 77 Pine Street, Burlington, VT Primary Responsibilities: Competitive Intelligence & Market Benchmarking • Research, compile, and synthesize market intelligence from internal and external sources to assess competitive positioning., • Maintain a structured approach for tracking competitive strengths, risks, and opportunities., • Develop executive-ready recommendations that inform strategic priorities and investment decisions. Performance Management & Scorecards • Partner across Enterprise Platforms and the Office of the Customer to develop, maintain, and enhance performance scorecards and key performance indicators., • Monitor performance against established goals and strategic objectives., • Support quarterly and annual planning processes through performance measurement and reporting. Business Review Leadership • Own and lead the monthly business review process across EP., • Establish rigor, consistency, and governance around business review content, metrics, and presentation standards., • Coordinate inputs from cross-functional teams to ensure accurate and timely reporting., • Prepare executive-level materials that clearly communicate performance, progress against goals, key initiatives, and emerging issues., • Drive accountability by tracking commitments, action items, and follow-up activities. AI Strategy, Governance & Performance Management • Partner with leaders across the Office of the Customer to establish, maintain, and evolve the organization's AI roadmap, ensuring alignment to business priorities and enterprise strategy., • Lead prioritization AI use cases that improve customer experience, employee productivity, decision-making, and operational efficiency., • Develop and socialize a clear AI vision, roadmap, and implementation plan across stakeholder groups., • Establish key performance indicators, adoption metrics, and value realization measures to assess the effectiveness and business impact of AI investments., • Monitor progress against roadmap commitments and performance targets, regularly communicating outcomes, risks, opportunities, and recommendations to senior leadership., • Support executive reporting, business reviews, and strategic planning processes by incorporating AI progress, outcomes, and emerging capabilities into leadership discussions. Other • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management., • Promote an environment that supports belonging and reflects the M&T Bank brand., • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable., • Complete other related duties as assigned Education and Experience Required: • Bachelor's degree and a minimum of 5 years' relevant work experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' relevant work experience, • Strong attention to detail, • Strong ability to lead teams, • Excellent project management skills, • Strong analytical ability, • Creative problem-solving skills, • Excellent interpersonal skills necessary for business partner relationships within and outside the organization, • Strong written and verbal communication skills, • Ability to communicate professionally to management at many different levels, • Self-motivated, • Results-driven, • Well-organized, • Ability to handle multiple tasks and work under time constraints in support of various assignments, • Proficient with Microsoft 365 and other Microsoft spreadsheet, database, and presentation software Education and Experience Preferred: • Bachelors' degree in Finance, Economics, Math, Accounting, Engineering, or Business Administration; Master's degree in Business Administration (MBA) or advanced degree, • Minimum of 6 years' relevant work experience in banking/financial services or consulting industries, • Six Sigma, Lean or Process Improvement, or project management-related education, • Experience with SQL, programming and statistical software, • Experience with financial, regulatory and/or process analysis, and technical writing, • Curious and innovative M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $89,600.00 - $149,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location: Buffalo, New York, United States of America

The Digital Assets Product Manager is responsible for the design, development, execution, and ongoing performance of digital asset and digital custody solutions for Institutional Services clients. This role sets strategic direction for digital custody and digital assets products, partnering closely with Corporate Trust, Product, Technology, Operations, Risk, Legal, and external ecosystem partners to deliver secure, scalable, and regulatory-compliant digital asset solutions across the enterprise. The role requires deep collaboration across divisions and the ability to navigate complex product initiatives, sensitive client relationships, and multifaceted deal structures in a highly regulated environment. • Define and execute the digital custody and digital asset product strategy for Institutional Services, aligning product vision, roadmap, and investment priorities to business and client needs., • Evaluate emerging market trends, technologies, and regulatory developments to identify new product opportunities and enhancements., • Own the end-to-end product lifecycle for institutional digital asset offerings, including stablecoins, tokenized assets, custody, wallet services, payments, and settlement solutions., • Lead product design, development, implementation, and ongoing optimization in partnership with Technology, Operations, and external ecosystem providers., • Partner closely with Corporate Trust, Product Leaders, Transaction Managers, and banking partners to deliver institutional-grade solutions and support complex client engagements., • Navigate sensitive client relationship matters and multifaceted deal structures with a strong understanding of trust, custody, and institutional operating models., • Lead integration efforts with blockchain infrastructure providers, custody platforms, trust accounting systems, core banking platforms, and payment solutions, ensuring scalability, resiliency, and institutional-grade controls., • Ensure products comply with applicable regulatory requirements, including KYC/AML, custody controls, and operational risk standards, and support regulatory submissions as required., • Develop business cases, pricing concepts, and cost and risk models to support investment decisions and long-term product sustainability., • Monitor product performance, client adoption, and market feedback to drive continuous improvement, and support Sales and Relationship Management with product positioning and enablement materials. Bachelor's degree with 5+ years of relevant experience OR equivalent combination of education and experience. 13+ years in fintech, payments, blockchain, or digital assets product management. Corporate trust product management experience. Experience with trust accounting, custody platforms, or institutional payments. Deep understanding of blockchain architecture. Proven experience implementing stablecoins, tokenized assets, and digital custody use cases. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $89,600.00 - $149,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location: Buffalo, New York, United States of America

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 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.

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.

About Turing: Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L Role overview: Turing is looking for Experts in finance to work with our researchers to improve performance of AI models. We are looking for experts across a range of topics including capital markets, portfolio management, research, trading, quant, investment banking, private equity, corporate finance, accounting, and others. If you enjoy solving complex problems in finance and are interested in working with AI systems, please apply. No prior AI experience is required. What does day-to-day look like: • Evaluate LLM models for areas of finance where models do not perform well., • Create rubrics to assess model capabilities on specific areas of your finance expertise (such as deal analysis, M&A assessments, and more)., • Collaborate with AI researchers and fellow finance experts to shape training methods, evaluation strategies, and benchmarks. Requirements: • 2+ years experience in Capital Markets, Portfolio Management, Research, Trading, Quant, Investment Banking, Private Equity, Venture Capital, Growth Equity, FP&A, Accounting, or Financial Consulting., • Strong grasp of financial concepts (investment analysis, resarch, forecasting, revenue builds, corporate finance, asset management, risk management, etc.) based on your domain of expertise., • Excellent English written communication., • Bonuses (not at all necessary):, • CFA (Level I/II/III) or CA/CPA/MBA in Finance. Perks of freelancing with Turing: • Work on the cutting edge of AI and finance., • Fully remote and flexible work environment., • Competitive hourly compensation of ~$100+/hour depending on experience. Offer Details: • Commitment: Flexible, 10–30 hrs/week., • Duration: ~1 month, with the possibility of extension based on performance and project needs.

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.

The Senior Treasury Analyst is responsible for supporting the organization’s global cash and liquidity management, debt administration, investment activities, and risk management processes. This role ensures efficient and secure cash flow, accurate forecasting, compliance with corporate policies, and optimization of banking relationships. The Senior Treasury Analyst serves as a subject matter expert and collaborates with internal finance teams, business units, and external partners to deliver strategic and operational treasury solutions. SPECIFIC RESPONSIBILITIES: • Support ongoing Treasury Management System (TMS) implementation of FIS Integrity while leading efforts for system administration, enhancements, testing, reporting, automation initiatives, and ongoing optimization efforts., • Monitor and manage daily cash positions, ensuring adequate liquidity for operational and strategic needs. Analyze cash movements, funding requirements, and liquidity trends while providing recommendations to optimize cash utilization., • Prepare and maintain short-term and long-term cash flow forecasts within the Treasury Management System (TMS); analyze variances and recommend corrective actions., • Lead cash concentration initiatives, including ZBA implementation and review, and partner with Lines of Business (LOBs) to support intercompany funding strategies., • Responsible for timely payment processing/reconciling of payments for all lines and types of insurance premiums., • Assist in managing debt portfolio, including interest expense forecasts, covenant compliance, and reporting., • Support investment activities in accordance with company policy, focusing on safety, liquidity, and yield., • Ensure compliance with internal controls, SOX requirements, and treasury policies. Evaluate existing treasury controls, recommend control enhancements, support remediation activities, and maintain audit-ready documentation., • Develop and maintain treasury process documentation, operational procedures, process narratives, and training materials to support governance, audit readiness, and knowledge transfer., • Perform bank fee analysis and treasury service reviews to identify cost-saving opportunities, optimize banking relationships, and support treasury performance objectives., • Develop and maintain treasury dashboards and management reporting related to cash flow trends, bank fee optimization, cash movement and processing metrics, share of wallet analysis, enterprise cash positioning, debt structure, and overall treasury performance., • Lead and mentor analysts, fostering a culture of continuous improvement., • Lead and support treasury-related projects including mergers and acquisitions integration, banking initiatives, Treasury Management System implementations and upgrades, process redesign, automation efforts, and operational improvement initiatives. Location: This role is remote, but we would prefer someone in Charlotte, Dallas, Birmingham, New York, Raleigh, or Atlanta due to periodic office visits. EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA preferred., • 5+ years of progressive treasury, corporate finance, or banking experience, with at least 2 years in a senior or lead role. CERTIFICATIONS, LICENSES, REGISTRATIONS • CTP certification preferred FUNCTIONAL SKILLS • Experience creating and maintaining process documentation, narratives, policies, and control procedures., • Strong knowledge of treasury controls, SOX compliance, operational risk management, and audit support processes., • Experience performing bank fee analysis, banking relationship management, and treasury service optimization., • Proficiency with Treasury Management Systems such as FIS Integrity, Kyriba, GTreasury, Quantum, or similar platforms., • Strong project management skills with the ability to prioritize multiple initiatives and drive successful execution., • Advanced Excel skills including financial analysis, Pivot Tables, macros, and data visualization. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Job Title: Managing Editor Location: Remote Company: Weiss Ratings, LLC About Weiss Ratings: Weiss Ratings is the nation’s leading independent provider of ratings and analysis on stocks, ETFs, mutual funds, banks, credit unions, insurance companies, and digital assets. Our mission is to empower investors with clear, unbiased financial intelligence that helps them make smarter and safer decisions. Recognized by the U.S. Government Accountability Office (GAO) and The Wall Street Journal for the accuracy and performance of our ratings, we are committed to maintaining the highest standards of editorial integrity and analytical rigor. The Opportunity: Weiss Ratings seeks an experienced Managing Editor to elevate the quality, quantity and impact of our investment and trading services. This is a brand-new role for an editor and writer with big ideas, strong editorial judgment and fluency in today’s hottest investment classes. The ideal candidate also has a clear voice and ability to deliver timely content that resonates with the interests and priorities of fiscally conservative investors. The successful candidate will manage a suite of investment newsletters whose picks come straight from the Weiss stock ratings and our proprietary algorithms that pinpoint ideal times to own those assets. They will also use our proprietary investment, banking and insurance ratings to write original articles for our website and syndication efforts. Key Responsibilities: Editorial Leadership & Content Development: Edit financial research, investment analysis, and commentary for accuracy, clarity, brevity, and logical flow. Ensure consistently high editorial standards across all publications. Contribute bylined articles, free content, and other editorial materials that support subscriber engagement and business growth. Collaboration & Subject Matter Fluency: Work closely with analysts, researchers, and internal teams to refine structure, narrative, and presentation. Develop deep fluency in Weiss Ratings’ proprietary ratings, trading systems, investment strategies, and product offerings, including Weiss Ratings Plus and technology-focused investing products. Audience Advocacy: Serve as a primary advocate for members and users of Weiss Ratings’ stock, insurance, and banking products, ensuring content meets reader needs and expectations. Maintain a strong understanding of the mindset, concerns, and interests of fiscally conservative investors. Expert Performance Oversight: Act as a champion for in-house experts while holding them accountable to editorial standards and performance benchmarks. Data & Performance Tracking: Track expert predictions, trades, and performance metrics, which form the analytical foundation of each publication. Cross-Functional Coordination: Manage editorial priorities and timelines across Copy, Marketing, Member Care, Sales, and other internal teams to meet multiple deadlines. Qualifications: • Solid background in financial, investment, or economic content., • Experience working in financial publishing (InvestorPlace, Agora, or similar firms strongly preferred)., • Proven experience as a bylined writer and editor., • Strong understanding of the interests, concerns, and motivations of fiscally conservative investors., • Obsession with accuracy across facts, figures, prices, and tickers., • Strong editorial judgment with the ability to simplify complex information without sacrificing precision., • Proven ability to collaborate in shared-document environments and function as a strong team player., • Ability to juggle multiple editorial deadlines and shifting priorities in a fast-paced environment. Technical & Work Style Skills: • Comfort working in collaborative digital workflows and shared document platforms., • Strong organizational skills and attention to detail., • Ability to give and receive constructive feedback in a deadline-driven setting. Why Join Weiss Ratings? • Be part of an independent firm with a long-standing reputation for unbiased analysis., • Play a direct role in shaping the quality, voice, and credibility of our financial research., • Work in a results-driven, remote-friendly environment with experienced professionals., • Make a meaningful impact by helping investors navigate markets with confidence. How to Apply: Submit your resume and a brief note outlining your experience and interest in the Managing Editor role. EEO Statement: Weiss Ratings prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristics protected by applicable law.

We are seeking a senior executive to lead our global Investor Relations, Capital Markets Strategy, and Strategic Brand Positioning across the US. This role will serve as the primary catalyst for our corporate fundraising initiatives, building high-conviction relationships with institutional investors, venture capital firms, family offices, and Wall Street leaders. You will define our global brand narrative, elevate our market credibility, and position the company as a premier, compliant leader in digital asset infrastructure and next-generation financial innovation. Key Responsibilities • Corporate Fundraising & Capital Markets: Lead end-to-end fundraising strategies, capital partner acquisition, pitch structuring, and deal execution across Tier-1 VC, private equity, and institutional investor communities., • Global Investor Relations: Build, maintain, and manage long-term strategic relationships with current and prospective investors, board members, and financial stakeholders across the US and Europe., • Premium Brand Strategy & Thought Leadership: Own and execute our global brand positioning and institutional narrative—enhancing corporate visibility, trust, and executive influence across Tier-1 financial media, investor summits, and industry forums., • Strategic Ecosystem & Financial Network: Leverage deep relationships across Wall Street, investment banks, corporate finance advisory firms, and institutional investors to drive strategic growth opportunities., • Capital & Growth Messaging: Translate complex financial technology, digital asset infrastructure, and market growth metrics into compelling investment theses and executive-level disclosures. Preferred Qualifications • Primary Requirement – Investor Relations & Fundraising Track Record: Senior executive experience in Investor Relations, Investment Banking, Corporate Development, or Venture Capital at leading financial institutions, PE/VC firms, or high-growth tech enterprises., • Deep Capital Markets Network: An active, high-level network across Wall Street, Tier-1 venture funds, institutional asset managers, family offices, and corporate venture arms in the US and Europe., • Global Brand & Strategic Communications Mastery: Proven success in positioning institutional brands, shaping investor perceptions, and driving media/PR strategy for high-value financial platforms., • Domain Knowledge (Bonus): Exposure to banking partner networks, corporate treasury, cross-border payment systems, stablecoins, or digital asset infrastructure., • Education: Bachelor’s degree or above from a top global university; MBA, CFA, or advanced degree in Finance/Economics strongly preferred., • Location: Base in New York is preferred. What We Offer • High-Impact Executive Role: A core leadership position steering the company’s capital growth, market valuation, and international reputational standing., • Global Strategic Autonomy: Full ownership over investor communications, fundraising dealmaking, strategic brand initiatives, and institutional outreach across key Western markets., • Tier-1 Financial Network: Direct access and exposure to world-class investors, board-level decision-makers, and institutional partners., • Executive Compensation: Highly competitive package including base salary, performance bonuses, and substantial equity incentives.

Location: 2157 Seneca Street - Buffalo, New York 14210 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 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.

Branch 63 Brussels - APO, AE 09714 Position Type Full Time Category Banking Purpose of Position The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization's core values. Essential Duties • This position requires travel to support branches in the Wiesbaden area and Benelux., • Assumes responsibility for the efficient, effective, and accurate performance of Teller functions., • Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services., • Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs., • Responds to members requests, problems, and complaints and/or directs them to the proper person for specific information or assistance., • Build positive relationships with other lines of business by interacting with other business units., • Refers members to departments for specialized needs (i.e. Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs., • Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies., • Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards across the organization., • Volunteer for SEG sign-ups and other Credit Union activities., • Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. Required KSAs • High school diploma or GED., • Must have 6 months experience in a sales/service role within the financial services industry or other types of retail businesses., • Excellent interpersonal, verbal and written communication skills., • Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations., • Travel amongst branches will be required., • Must possess or have the ability to obtain a USAREUR driving license. Physical Requirements • The ability to sit and/or stand for extended periods of time., • Must be able to use a computer keyboard and a 10-key calculator. In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

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. A Trust Officer 3 is responsible for developing, servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, Trust Policy, state fiduciary statutes, banking regulations, and federal/state laws. In addition servicing existing accounts the Trust Officer III will be expected to develop new business opportunities for the department. The nature of the accounts are more complex, are of significant asset size, include a variety of asset types, and overall have increased difficulty or are considered of higher risk to the Bank. The types of accounts serviced include but are not limited to: non-discretionary agency accounts; discretionary agency accounts; directed and discretionary IRAs; guardianships/conservatorships; various types of trusts including revocable, irrevocable, and testamentary trusts; and estate settlement accounts. Responsibilities include, but are not limited to: • Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are carried out to avoid risk and/or surcharges to the Bank., • Administer and settle estates in accordance with a decedent's Last Will & Testament., • Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate., • Document account files to reflect client/beneficiary communications, instructions, and authorizations to avoid/minimize risk to the Bank., • Communicate account instructions/changes, as needed, to Trust Management, portfolio managers, tax preparers, and operations personnel., • Work with portfolio managers in the development of investment objectives and policy statements., • Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes., • Perform annual administrative reviews on accounts, and other annual, quarterly, daily, and/or recurring tasks as required by applicable policies, laws and regulations, governing documents, and/or court orders., • Direct liquidation of funds, when needed, for distributions and/or expenses from account., • Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and Trust Policy., • Oversee and administer unique/non-standard assets in accounts, including real estate, when applicable., • Prepare interim and final accountings for trusts and estates, as needed., • Develop and maintain relationships with Wealth Management personnel for cross selling business opportunities., • Develop and maintain relationships with area market centers of influence (e.g. accountants, attorneys, financial planners) to generate new business., • Comply with Bank and Trust operating policies and procedures., • Achieve client service goals as established in the Bank's operating plan., • Promote Trust services to internal and external sources., • Supervise assigned personnel., • Provide guidance and training support to Trust personnel as needed or directed., • Analyze agreements and legal documents associated with assigned accounts to determine purpose/intent, the Bank's legal capacity, co-authorities, legal requirements, fee provisions, required distribution provisions, discretionary distribution provision language, restrictions, taxation and tax reporting requirements, accounting/reporting requirements, asset retention, investment authority, investment restrictions, terminating events, and other matters of administrative importance., • Communicate with clients by phone, letter, or email on account related matters as needed, and respond to client inquiries in a timely manner while adequately documenting all communications., • Maintain up to date, accurate, neat, organized, and well documented files., • Maintain accurate account information details on the trust accounting system including synoptic coding, restricted assets, statement recipients, recipient tax coding, etc., • Perform documented annual administrative review of accounts in accordance with Trust policy and procedures., • Review distribution requests to ensure their legitimacy, proper authorizations, document language provisions, funds availability, etc., • Monitor uninvested cash and account liquidity for cash requirements and communicate with portfolio and/or investment managers as needed., • Prepare annual filings to courts, state agencies, and federal agencies, when required., • At account termination, ensure the Bank's legal responsibilities are properly discharged, approved authorizations are received, and ensure terminating fees are calculated and received., • Escalate legal threats, security concerns, or other matters of concern to Trust Management and/or appropriate risk management personnel., • Hire and work cooperatively with outside professionals on account related matters including appraisers, attorneys, accountants, real estate agents, insurance agents, and investment advisors, subsidiaries of the Bank, and members of Wealth Management., • Develop and maintain relationships with professionals listed above for the development of new business for Trust, Wealth Management and the Bank., • Actively promote services of Trust, Wealth Management, and the Bank both internally and externally. Participate and present at internal meetings. Externally, participate in community related events and serve on civic/non-profit Boards when possible., • Develop a thorough understanding of current clients and their respective financial situations, needs, and families in order to effectively promote appropriate financial and estate planning strategies and products, and to further develop business from new and existing clients, both within Trust and in conjunction with other Wealth Management divisions., • Maintain active awareness of changes in law that affect the servicing and administration of Trust Department accounts., • Provide quality service to customers, whether internal or external., • Demonstrate cooperative efforts in working with other departments and within own department., • 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 job-specific training requirements in a timely fashion., • Supervise assigned personnel., • Perform other related duties as assigned from time to time. Education/Training: • J.D., CTFA, CFP, MBA, Bachelor's degree, or related professional experience., • All applicants must be 18 years of age or older. Skills: Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; strong mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits, and estate planning; valid driver's license. Experience: Minimum of five (5) years' experience in the wealth management or trust and estate industry, with preference given to candidates with experience planning and/or administering trusts and estates. Compensation: Commensurate with experience to include base salary plus potential for annual merit increase, discretionary annual incentive payments, and new business incentive awards as applicable. In addition to your competitive salary, you will be rewarded with 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

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a Relationship Executive in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion. Job Responsibilities • Act as a primary interface with our Mid-Cap Investment Banking Team, • Acquire new clients and maintaining and deepening a portfolio of relationships., • Act as the interface between our financial sponsors team and portfolio companies, • Growing and retain profitable relationships within the Mid-Corporate Banking target market, • Champion a culture of innovation and a customer centric mindset, • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships, • Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required qualifications, capabilities and skills • Seven plus years of lending or credit support related experience with a focus on business relationships, • Understanding of Commercial Banking products and services, • Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs, • Ability to collaborate with internal partners and resources, • Demonstrated experience of meeting or exceeding sales goals, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Deep local connections and market knowledge, • Corporate finance expertise and strong transaction execution skills, • FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred qualifications, capabilities and skills • Bachelor's degree and formal credit training, • Sales management, business development skills, proficiency in building and maintaining positive client relationships, • Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions., • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask, • Excellent business judgment, strategic thinking, self-directed, proactive and creative The final officer title and job grade is at the discretion of the firm and will be discussed at time of offer. It may be different than what is listed on the requisition based on candidate experience level. Based on the candidate's experience we may hire for the Emerging Middle Market segment. 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 J.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.

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. As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources. • Grow Your Pipeline Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • A Winning Mindset Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • Must be able to consistently demonstrate the Company's core values: Integrity, Excellence, Teamwork, and Humility Other: • This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education's School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role. Hours: 40 hours/week Compensation: Potential earnings 130K+. This role offers the best of both worlds predictable income and the opportunity to be rewarded directly for your success. 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! Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education's School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role. 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. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $19.23/Hr. Maximum USD $19.23/Hr.

Payments are undergoing one of the most significant transformations in financial services history. As the industry evolves toward real time payments, cloud enabled platforms, APIs, artificial intelligence, and emerging digital payment models, M&T is investing in the future of how money moves. M&T Bank is seeking a Manager of Enterprise Payments to define and execute the strategy, modernization, and future-state evolution of one of the bank's most critical enterprise capabilities. This leader will set the vision, roadmap, and investment priorities for M&T's enterprise payments ecosystem, including ACH, Wire, SWIFT, Zelle, RTP, FedNow, Payment APIs, and emerging payment capabilities. Working across Technology, Operations, Risk, Compliance, Finance, and the Lines of Business, they will drive modernization, operational excellence, resiliency, and innovation at enterprise scale. This is a unique opportunity to shape the future of payments at M&T while leading one of the bank's most strategic and visible enterprise capabilities. Lead the Enterprise Payments Vision • Define the roadmap for enterprise payment capabilities, aligning investments and priorities with business objectives, customer needs, regulatory requirements, and technology strategy., • Develop and communicate a compelling long-term vision for payments architecture, modernization, customer experience, resiliency, and innovation., • Lead the evolution of payment capabilities across ACH, Zelle/P2P, Wire Transfers, SWIFT, Real-Time Payments (RTP), FedNow, Payment APIs, Digital Assets, and emerging payment technologies., • Identify and evaluate emerging industry trends, payment networks, fintech innovations, and technologies that enhance the bank's competitive position and future-state capabilities., • Advocate for customer and business needs while balancing operational, technology, risk, and regulatory considerations. Drive Product Delivery and Execution • Lead multiple agile product teams responsible for enterprise payment products and services, ensuring alignment across priorities, dependencies, and delivery objectives., • Develop and execute multi-year capability roadmaps that align business goals, customer needs, technology strategies, industry trends, and regulatory expectations., • Own and manage the product portfolio supporting enterprise payment capabilities and related modernization initiatives., • Lead major transformation efforts focused on payment modernization, cloud enablement, platform simplification, API adoption, resiliency improvements, and future-state innovation., • Establish business requirements, define feature priorities, and guide delivery teams to ensure solutions meet business objectives, customer expectations, operational requirements, and regulatory obligations., • Make informed prioritization and trade-off decisions across competing business, technology, operational, and regulatory demands to maximize enterprise value., • Drive continuous improvement through automation, simplification, operational efficiency, and modernization initiatives., • Establish key performance indicators and measurable outcomes that assess capability health, customer satisfaction, operational effectiveness, resiliency, risk management, and business value realization. Inspire and Develop High-Performing Teams • Lead, coach, and develop a team of Product Owners responsible for key enterprise payment capabilities., • Foster a culture of delivery excellence, innovation, agility, and continuous improvement., • Champion best practices in product management, agile delivery, customer-centric design, and enterprise prioritization., • Help mature and scale product management capabilities across the payments organization and broader enterprise. Build Strategic Partnerships • Partner closely with senior leaders across Technology, Architecture, Operations, Risk, Compliance, Finance, and business lines to align priorities and deliver strategic outcomes., • Translate enterprise objectives into scalable products, capabilities, and measurable business results., • Lead cross-functional conversations around future-state architecture, platform resiliency, payment modernization, digital enablement, and innovation initiatives., • Build strong partnerships across the organization while influencing stakeholders around a shared vision for the future of payments., • Serve as an executive advocate for Enterprise Payments, ensuring strategic investments and technology initiatives remain aligned to enterprise priorities., • Represent M&T's payments strategy and capabilities in enterprise forums, strategic planning discussions, and industry-facing engagements as appropriate., • Bachelor's degree, or equivalent work experience., • A combined minimum of 10+ years of higher education/and or work experience of product management, product ownership, business, technology, payments, or related experience., • 10+ years of leadership experience managing and developing teams within a complex organization., • Experience and expertise across enterprise payment ecosystems, including ACH, Wire Transfers, SWIFT, RTP, FedNow, Payment APIs, Digital Assets, Zelle/P2P, treasury services, transaction banking, or related financial services domains., • Demonstrated success leading enterprise product organizations and delivering large-scale strategic initiatives., • Experience leading payment transformation, modernization, platform migration, or technology enablement programs., • Proven success developing and executing multi-year product or capability roadmaps in a large enterprise environment., • Strong understanding of payment operations, money movement infrastructure, payment networks, and industry trends., • Experience balancing customer needs, operational requirements, regulatory obligations, and technology strategy when defining priorities and making investment decisions., • Experience partnering closely with Architecture and Engineering teams to deliver cloud-enabled, API-driven, and customer-centric solutions., • Strong knowledge of Agile, Lean, and modern product management principles and practices., • Exceptional communication, executive presence, influence, negotiation, and stakeholder management skills., • Strong analytical, strategic thinking, problem-solving, and decision-making capabilities., • This is a hybrid role that combines the value of in-person collaboration with workplace flexibility. Employees are expected to work onsite four days per week and may work remotely one day per week, with the flexibility to choose their preferred remote workday., • To support regular onsite collaboration, candidates must reside within a reasonable commuting distance to 1 Seneca Street, Buffalo, NY 14203., • Quarterly travel is expected for this role and may include attendance at industry conferences, client meetings, and other business-related events., • Travel frequency and destinations, including locations such as New York City and Boston, may vary based on business needs. Why This Role Matters: This is more than a product leadership role. It is an opportunity to define the future of money movement at M&T Bank. The individual selected will be responsible for shaping one of the bank's most critical enterprise capabilities, leading strategic transformation efforts, and delivering innovative payment solutions that help our customers, communities, and businesses succeed. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $148,300.00 - $247,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Buffalo, New York, United States of America

Location: 250 Delaware Avenue - Buffalo, New York 14202 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area. 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, • Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business, • Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations., • Leads and develops the branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's vision and values with branch team, • Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs, • Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed, • Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition, • Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks, • 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 experience (required), • Bachelor's Degree (preferred) Work Experience • Minimum 3 years of Experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team. (required), • Minimum 3 years of Demonstrated small business deposit/credit experience and familiarity with small business operations (required), • General understanding of financial statements and concepts (required), • Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports (required), • Demonstrated ability to leverage Centers of Influence (COIs) to further promote business (required), • Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required), • Demonstrated ability to effectively communicate and possess strong public speaking skills (required) Licenses and Certifications • Notary License (preferred) Skills • Lead by example and ensure consistent delivery of distinctive service for all clients; Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships., • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions., • Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Champions and fosters a culture that embraces change and continuous improvement and aligns change initiatives with the best of present organizational values, strategic intent, and practices; keeps focus on the desired end state while acknowledging the human impact., • Strong work ethic and high level of integrity., • Excellent time management skills with ability to lead team through multiple priorities., • Provide guidance and support to their teams; conduct regular coaching sessions and develop individual development plans., • Building and maintaining strong connections and interactions with clients, partners, and other stakeholders to acquire new clients, retain existing ones, and foster trust and loyalty., • Leading, developing, and supporting teammates through recruiting, training, performance management, and creating a positive work environment to ensure team alignment with the bank's goals., • Identifying and pursuing opportunities to grow the bank's sales by researching market trends, developing sales strategies, and implementing initiatives to attract new clients and expand existing relationships., • Implementing strategies and actions to grow the bank's market presence and client base by identifying new markets, developing new products or services, and expanding existing ones., • Collaborating with other businesses or organizations to achieve mutual goals by identifying potential partners, negotiating agreements, and managing ongoing relationships., • Managing the day-to-day activities required to run a bank branch efficiently, including overseeing transactions, ensuring compliance with regulations, maintaining security measures, and keeping accurate records., • Branch managers often need to make important decisions regarding client complaints, teammate conflicts, and business operations, • Identifying and assessing potential risks in projects or tasks is crucial, especially when overseeing large sums of money, • Strong leadership skills are essential for motivating and guiding teammates effectively, • The ability to encourage and inspire the team to achieve company goals and improve productivity, • Managing budgets, analyzing performance, and making informed decisions based on financial data, • Tackling unexpected challenges and improving branch operations, • Setting long-term goals and identifying opportunities for growth Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs. Travel • Occasional travel to include overnight stay. 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 salary in the range of $69,000.00 - $105,000.00 annually. 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 eligibility for 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.

Preferred Backgrounds: FP&A, Corporate Finance, Audit, Investment Banking, Consulting. Education: Bachelor's degree in Finance, Accounting, or a related field (preferred but not required). We are seeking a highly analytical and strategic FP&A Manager to join our Atlantic North Region team.

Preferred Backgrounds: FP&A, Corporate Finance, Audit, Investment Banking, Consulting. Education: Bachelor's degree in Finance, Accounting, or a related field (preferred but not required). Job Title: FP&A Manager Location: Cheektowaga, NY (On-site) Company: Apex Service Partners Atlantic North Regio

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 A Trust Officer 3 is responsible for developing, servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, Trust Policy, state fiduciary statutes, banking regulations, and federal/state laws. In addition servicing existing accounts the Trust Officer III will be expected to develop new business opportunities for the department. The nature of the accounts are more complex, are of significant asset size, include a variety of asset types, and overall have increased difficulty or are considered of higher risk to the Bank. The types of accounts serviced include but are not limited to: non-discretionary agency accounts; discretionary agency accounts; directed and discretionary IRAs; guardianships/conservatorships; various types of trusts including revocable, irrevocable, and testamentary trusts; and estate settlement accounts. Responsibilities include, but are not limited to: • Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are carried out to avoid risk and/or surcharges to the Bank., • Administer and settle estates in accordance with a decedent’s Last Will & Testament., • Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate., • Document account files to reflect client/beneficiary communications, instructions, and authorizations to avoid/minimize risk to the Bank., • Communicate account instructions/changes, as needed, to Trust Management, portfolio managers, tax preparers, and operations personnel., • Work with portfolio managers in the development of investment objectives and policy statements., • Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes., • Perform annual administrative reviews on accounts, and other annual, quarterly, daily, and/or recurring tasks as required by applicable policies, laws and regulations, governing documents, and/or court orders., • Direct liquidation of funds, when needed, for distributions and/or expenses from account., • Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and Trust Policy., • Oversee and administer unique/non-standard assets in accounts, including real estate, when applicable., • Prepare interim and final accountings for trusts and estates, as needed., • Develop and maintain relationships with Wealth Management personnel for cross selling business opportunities., • Develop and maintain relationships with area market centers of influence (e.g. accountants, attorneys, financial planners) to generate new business., • Comply with Bank and Trust operating policies and procedures., • Achieve client service goals as established in the Bank’s operating plan., • Promote Trust services to internal and external sources., • Supervise assigned personnel., • Provide guidance and training support to Trust personnel as needed or directed. Essential Duties: • Analyze agreements and legal documents associated with assigned accounts to determine purpose/intent, the Bank’s legal capacity, co-authorities, legal requirements, fee provisions, required distribution provisions, discretionary distribution provision language, restrictions, taxation and tax reporting requirements, accounting/reporting requirements, asset retention, investment authority, investment restrictions, terminating events, and other matters of administrative importance., • Communicate with clients by phone, letter, or email on account related matters as needed, and respond to client inquiries in a timely manner while adequately documenting all communications., • Maintain up to date, accurate, neat, organized, and well documented files., • Maintain accurate account information details on the trust accounting system including synoptic coding, restricted assets, statement recipients, recipient tax coding, etc., • Perform documented annual administrative review of accounts in accordance with Trust policy and procedures., • Review distribution requests to ensure their legitimacy, proper authorizations, document language provisions, funds availability, etc., • Monitor uninvested cash and account liquidity for cash requirements and communicate with portfolio and/or investment managers as needed., • Prepare annual filings to courts, state agencies, and federal agencies, when required., • At account termination, ensure the Bank’s legal responsibilities are properly discharged, approved authorizations are received, and ensure terminating fees are calculated and received., • Escalate legal threats, security concerns, or other matters of concern to Trust Management and/or appropriate risk management personnel., • Hire and work cooperatively with outside professionals on account related matters including appraisers, attorneys, accountants, real estate agents, insurance agents, and investment advisors, subsidiaries of the Bank, and members of Wealth Management., • Develop and maintain relationships with professionals listed above for the development of new business for Trust, Wealth Management and the Bank., • Actively promote services of Trust, Wealth Management, and the Bank both internally and externally. Participate and present at internal meetings. Externally, participate in community related events and serve on civic/non-profit Boards when possible., • Develop a thorough understanding of current clients and their respective financial situations, needs, and families in order to effectively promote appropriate financial and estate planning strategies and products, and to further develop business from new and existing clients, both within Trust and in conjunction with other Wealth Management divisions., • Maintain active awareness of changes in law that affect the servicing and administration of Trust Department accounts., • Provide quality service to customers, whether internal or external., • Demonstrate cooperative efforts in working with other departments and within own department., • 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 job-specific training requirements in a timely fashion., • Supervise assigned personnel., • Perform other related duties as assigned from time to time. Qualifications Education/Training: • J.D., CTFA, CFP®, MBA, Bachelor’s degree, or related professional experience., • All applicants must be 18 years of age or older. Skills: Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; strong mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits, and estate planning; valid driver’s license. Experience: Minimum of five (5) years' experience in the wealth management or trust and estate industry, with preference given to candidates with experience planning and/or administering trusts and estates.

CareerXL gets undergrads into investment banking, consulting, PE, and hedge funds. X–Y] hours per week, remote, flexible around your banking schedule.

At least 1 year of Investment Banking experience. Global Banking and Advisory (GLBA) combines wholesale coverage with world-class product financing and advisory expertise within one team.