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iWorld Professionals is seeking a Corporate Development Manager – Acquisitions & Strategic Growth. This position is hybrid in Rochester NY with executive compensation based on experience in the $150,000 - $170,000 plus profit sharing. If you are interested to shape the next phase of growth for a well-established manufacturing company, this job is for you! \n \n Manager of Corporate Mergers & Acquisitions Responsibilities: \n Develop and execute an acquisition strategy aligned with the company’s growth objectives, with an emphasis on U.S. markets. \n\n • Identify and evaluate acquisition targets, strategic partnerships, and joint venture opportunities.\n, • Build and maintain a pipeline of opportunities through market research, industry relationships, and outreach.\n, • Assess strategic fit, financial performance, valuation, growth potential, and transaction risks.\n, • Develop financial models and business cases to support investment decisions.\n, • Coordinate due diligence, including data room management, document review, and follow-up with target companies and internal stakeholders.\n, • Support negotiations, transaction documentation, and deal execution in collaboration with leadership, legal counsel, and financial advisors.\n, • Partner with finance, operations, sales, and other teams to develop acquisition integration plans.\n, • Present recommendations and transaction updates to senior leadership.\n, • Build relationships with business owners, intermediaries, banks, and strategic partners.\n\n \n Manager of Corporate Mergers & Acquisitions Requirements: \n\n • Minimum 10 years of relevant experience in corporate development, mergers and acquisitions, investment banking, private equity, or corporate strategy.\n, • Demonstrated hands-on acquisition experience, including evaluating opportunities and supporting or leading transactions through execution.\n, • Strong financial modeling, valuation, due diligence, and analytical skills.\n, • A strategic mindset and a clear understanding of how acquisitions create long-term business value.\n, • The ability to build trusted relationships with business owners, executives, and external partners.\n, • Strong negotiation, communication, and presentation skills.\n, • The ability to manage multiple opportunities and coordinate complex projects across teams.\n\n \n If you are interested in helping an established business grow through strategic acquisitions, then apply today to iWorld Professionals for immediate confidential consideration.

DeJoy and Co. CPAs is partnering with a local Industrial Distribution Company in search of a new Director of Finance to join their leadership team and play a key role in the financial management and continued growth of the employee-owned company. This is more than a traditional accounting leadership position. The Director of Finance will oversee accounting, financial reporting, budgeting, forecasting, cash flow, working capital, internal controls, and financial analysis while serving as a trusted business partner to executive management. What You'll Do Financial Leadership & Reporting • Lead the accounting and financial reporting functions., • Ensure accurate and timely monthly, quarterly, and annual financial statements., • Maintain strong accounting policies, procedures, internal controls, and financial records., • Partner with outside CPAs and accounting professionals on annual review and year-end activities. Budgeting, Forecasting & Analysis • Lead annual budgeting and forecasting processes., • Maintain forecasts for sales, gross profit, expenses, EBITDA, cash flow, and working capital., • Analyze budget-to-actual and prior-year results and communicate the reasons behind significant variances., • Develop financial models and scenario analyses to support strategic business decisions. Cash Flow & Working Capital • Oversee cash flow, liquidity, and working-capital management., • Develop cash flow forecasts and identify opportunities to improve cash conversion., • Analyze accounts receivable, accounts payable, inventory, and customer and supplier payment terms. Inventory & Profitability • Monitor inventory investment, turns, aging, excess and obsolete inventory., • Analyze profitability by customer, product, business unit, salesperson, branch, and other relevant categories., • Partner with sales, purchasing, and operations to improve profitability and working-capital utilization., • Support pricing and contract decisions with financial analysis. ESOP Leadership • Serve as a primary financial resource for the company's Employee Stock Ownership Plan (ESOP)., • Coordinate and support the annual ESOP valuation process., • Work with the ESOP trustee, valuation firm, accountants, attorneys, and other advisors., • Help management understand the relationship between financial performance, enterprise value, and long-term value for employee-owners. Banking, Financing & Compliance • Maintain banking and lending relationships in partnership with executive management., • Monitor debt, interest rates, financial covenants, and liquidity requirements., • Coordinate tax matters with outside professionals., • Support tax compliance, audits, notices, and other regulatory requirements. Leadership & Business Partnership • Provide meaningful financial reporting and analysis to executive management and the Board of Directors., • Develop and monitor key financial performance indicators., • Partner with sales, purchasing, operations, Human Resources, and executive leadership., • Lead, develop, and support the accounting and finance team., • Identify opportunities to improve financial systems, processes, reporting, and automation. What We're Looking For • Bachelor's degree in Accounting, Finance, Business Administration, or a related field., • Significant progressive accounting and financial management experience., • Previous management or leadership experience within an accounting or finance function., • Strong understanding of financial statements, accounting, cash flow, working capital, inventory, budgeting, forecasting, and financial controls., • Strong analytical and financial modeling skills., • Advanced Excel skills and experience with ERP and financial reporting systems., • Experience working with banks, auditors, accountants, insurance professionals, and other outside financial advisors., • Strong communication, judgment, leadership, and organizational skills., • Ability to translate complex financial information into practical business recommendations. Preferred Qualifications • CPA, CMA, MBA, or similar advanced qualification., • Experience in distribution, manufacturing, industrial supply, or another inventory-intensive business., • ESOP experience. The Ideal Candidate We're looking for a proactive financial leader who is equally comfortable ensuring the books are accurate and sitting with executive management to discuss profitability, cash flow, inventory, and working capital. In an ESOP environment, this role also carries an important responsibility: helping protect and grow long-term enterprise value for the company's employee-owners. Salary Range: $115,000-$150,000 based on experience

Controller Rochester, NY | $90,000–$125,000 annually Our client, a manufacturing company in Rochester, NY, is seeking an experienced Controller to lead site accounting, financial reporting, budgeting, and cost analysis. This position partners with site leadership to improve financial performance, strengthen internal controls, and support strategic decisions while overseeing the Financial Controller at a second site. Responsibilities • Partner with site leadership to develop budgets, forecasts, strategic initiatives, and plans to improve profitability and cash flow., • Prepare monthly financial reports, explaining performance against budget, forecasts, and prior-year results., • Present financial results and key performance indicators to site management, translating data into actionable recommendations., • Lead manufacturing cost analysis, including product costing, re-costing, and monthly standard cost variance reviews., • Evaluate capital investment proposals, validate financial calculations, and monitor site investment plans., • Oversee accounting activities, including journal entries, account reconciliations, general ledger maintenance, and financial statement preparation., • Ensure accurate corporate reporting and support statutory financial statements, tax filings, depreciation, provisions, and complex accounting transactions., • Coordinate audits and maintain strong internal controls to manage financial risk and protect confidential information., • Manage cash flow, banking relationships, credit management, and supplier approval and setup., • Coordinate site tax matters with corporate finance and external advisors, including transfer pricing as applicable., • Communicate financial risks, including foreign exchange and commodity exposure, to corporate finance., • Oversee the Financial Controller at a second site and support finance team organization, recruitment, and training. Qualifications • Bachelor’s degree in Accounting or equivalent., • 5–10 years of accounting and finance experience in a manufacturing environment., • Strong knowledge of industrial and standard cost accounting., • Experience in a make-to-order or engineer-to-order environment preferred., • Advanced Excel skills, with the ability to analyze large datasets and clearly explain financial results., • Experience working with an integrated ERP system., • Strong communication skills and the ability to work effectively with operations, sales, and other departments., • Self-motivated, organized, and comfortable working independently. Apply with your resume for confidential consideration.

Paraplanner Rochester, NY JK Executive Strategies is partnering with a respected independent wealth management firm in search of a Paraplanner to join its team. We are seeking an experienced and detail-oriented professional to support the firm’s financial advisory team in delivering comprehensive, high-quality wealth management services. This individual will play a key role in gathering and analyzing client information, preparing financial plans, supporting investment and planning recommendations, and ensuring advisors are well prepared for client meetings. This position offers a potential career path into a client-facing advisor role, with the opportunity to assume responsibility for a defined group of emerging-wealth clients as experience and capabilities develop. Responsibilities • Partner with financial advisors to prepare comprehensive financial plans addressing retirement, investment, insurance, tax, estate, education, and cash-flow considerations., • Obtain and maintain the appropriate securities licenses required for assigned responsibilities, and monitor licensing and registration requirements for all advisors., • Develop proficiency in the firm’s investment research and trading platforms, and trade and rebalance client portfolios in accordance with approved investment strategies., • Communicate with clients regarding investment and allocation changes, provide relevant updates, and respond to investment-related questions as appropriate., • Facilitate money movement requests, including deposits and withdrawals, raising cash, transferring funds between accounts, and journaling assets, while following firm procedures and authorization requirements., • Gather, organize, and analyze client financial information, including assets, liabilities, income, expenses, insurance coverage, and estate-planning documents., • Enter and maintain accurate client data within financial-planning and customer relationship management systems., • Develop financial projections, scenario analyses, and planning recommendations for advisor review., • Prepare client meeting materials, presentations, reports, and planning summaries., • Assist advisors in identifying planning opportunities, potential risks, and appropriate strategies based on each client’s goals., • Conduct research related to investment products, retirement strategies, insurance solutions, tax considerations, and estate-planning concepts., • Coordinate with internal investment, operations, compliance, and client service teams to support the implementation of approved recommendations., • Track client action items and follow up with advisors and internal partners to ensure timely completion., • Maintain complete, accurate, and compliant client records and documentation., • Progress toward independently servicing an assigned group of emerging wealth clients, including leading review meetings, addressing ongoing planning needs, and coordinating with internal teams to implement recommendations., • Stay current on financial-planning practices, industry developments, regulatory requirements, and relevant technology., • Contribute to the ongoing improvement of financial-planning processes, templates, and client-service standards. Requirements • Bachelor’s degree in finance, financial planning, economics, accounting, business administration, or a related field preferred., • 3+ years of experience in financial planning, wealth management, investment advisory services, banking, or a related financial services environment., • Demonstrated experience preparing financial plans, analyzing client information, and supporting financial advisors or wealth-management professionals., • Knowledge of retirement planning, investments, insurance, tax planning, estate planning, and cash-flow analysis., • Experience with financial-planning software, CRM platforms, portfolio-management systems, and Microsoft Office., • FINRA licenses, such as the Series 7, Series 65, Series 66, or related credentials, are preferred but not required., • CFP® certification, progress toward certification, or another relevant professional designation is considered a plus. Salary Range • $70,000-85,000 JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Director of Retirement Plan Business Development Location: Rochester, NY; onsite Salary: $105,000 to $130,000 base, plus commission (on-target earnings $170,000 to $200,000) Employment Type: Full Time Travel: Regional travel across the Buffalo-to-Albany corridor for prospect and client meetings as needed; mileage reimbursed. Not a heavy-travel role. Relay Recruiting is proud to partner with an established, local wealth management firm in Rochester, NY, seeking a Director of Retirement Plan Business Development to build the first dedicated new-business engine for its growing 401(k) advisory practice. The Opportunity This is a full-cycle, hunter-first business development role built for someone who wants to own new business from the very first conversation. You'll build your own target list, open the door with CFOs, CEOs, business owners, and HR leaders across the Buffalo-to-Albany corridor, and lead the sales process through a signed plan. Once a plan comes on board, you'll stay through the custodian conversion and employee rollout, then hand the relationship to a servicing advisor and head back out to hunt. This is not a licensed seat, no investment advice, no advisor-of-record responsibilities, which means the door is wide open to strong B2B sellers from payroll, benefits brokerage, PEO, HCM, or commercial banking, not just people who already sell retirement plans. What makes this role different is the upside. Most 401(k) sales roles cap out at a base-plus-bonus structure that resets every year. This one builds: you earn an ongoing trail on every plan you source, starting in year two, so your income compounds as your book grows, without anyone raising your quota to get there. You'll also be the first person to ever own this function full time here. The target list, the outreach cadence, and the CRM process are still being built, and you'll have real input in shaping how they work going forward. Leadership is collaborative and hands-off day to day, favors autonomy over micromanagement, and invests seriously in its people through coaching, continuing education, and conferences. There's a mission underneath the numbers, too. This practice gives business owners and their employees access to professional, objective retirement advice that most people never otherwise get, delivered through one-on-one enrollments for every new hire and in-person education rather than a passive paperwork-and-login experience. You'll be selling something the firm is genuinely proud of, backed by an independently certified fiduciary standard that few firms in the market can claim. About the Company The firm offers full-service wealth management, including financial planning, retirement planning, estate planning, tax planning, and Medicare insurance solutions, alongside a dedicated and growing 401(k) advisory practice built around three pillars: fiduciary protection at the trustee level, HR-level plan support, and employee-level education and engagement. The firm is independently certified for fiduciary excellence and serves as a co-fiduciary on the plans it manages, taking on liability that most advisors won't. It manages plans ranging from solo practices to large corporate sponsors across professional services, manufacturing, nonprofit, and healthcare, and is known for high-touch employee engagement, including one-on-one enrollments, in-person education, and on-site events, rather than a passive paperwork-and-login approach. Team culture centers on ownership and a genuine “figure-it-out” mentality. Leadership invests heavily in its people through continuing education, sales coaching, conferences, and professional development, and is genuinely open to new ideas, tools, and resources that help the team be more effective. The team works out of a single Rochester office, with the flexibility this role naturally requires for time in the field and gathers periodically for team trips and events. Key Responsibilities • Build and execute a personal business plan and outbound prospecting strategy targeting CFOs, CEOs, business owners, and HR leaders to win new 401(k) plan relationships., • Develop and manage a full sales pipeline from first conversation through signed plan, tracking activity and progress in the firm's CRM., • Source opportunities through a mix of proactive outreach, networking, referrals, and centers of influence, opening both cold and warm conversations with prospective plan sponsors., • Present the firm's fiduciary protection, plan design, and employee-engagement value proposition to decision-makers, positioning it against competing providers and advisors., • Manage a long, consultative sales cycle, staying engaged with prospects over months without losing momentum or discipline., • Partner with the firm's marketing lead on outreach strategy, campaigns, and client-facing collateral and events., • Coordinate with the fiduciary, HR support, and education and enrollment specialists to ensure a smooth handoff once a plan signs, staying engaged through custodian conversion and employee rollout before returning to new business development., • Help shape and refine the sales process itself, including the target list, outreach cadence, and CRM workflows, as the first person to own this function full time., • Track and report pipeline activity and progress toward annual new-plan revenue targets., • Stay current on retirement plan trends, competitive offerings, and prospects' business needs to sharpen outreach and positioning. What We're Looking For • 5 to 10 years of B2B sales experience with a demonstrated record of prospecting, opening new doors, and closing new business, not primarily managing existing or inbound relationships., • Comfortable with a long, unpredictable sales cycle where activity and results don't always track together in the short term., • Self-directed, with the ability to build and run a personal pipeline and process without close day-to-day sales management., • Strong at opening conversations with CFOs, CEOs, business owners, and HR leaders., • A track record of growth, promotion, or increasing responsibility over the course of your career., • Bachelor's degree preferred; a strong, demonstrated sales record can outweigh the degree requirement., • Comfortable operating in a non-licensed, non-advisory capacity, building relationships and opening doors rather than giving investment advice or serving as advisor of record. Bonus Points If You Have: • A background in payroll, benefits brokerage, PEO, HCM, or commercial banking., • Experience selling through networking, referrals, and centers of influence rather than cold outreach alone., • Experience managing a pipeline through a CRM. Compensation and Benefits Base salary $105,000 to $130,000, on-target earnings: $170,000 to $200,000, growing beyond that as your trail builds year over year. Medical, dental and vision. FSA and HSA options available. EZAccessMed for you, your spouse, and children – no copay, no deductible. Life insurance. 401K plan, generous PTO, EAP. Equal Opportunity Relay Recruiting is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable law.

Job Description 401(k) Sales Executive Location: Penfield, NY; onsite Salary: $105,000 to $130,000 base, plus commission (on-target earnings $170,000 to $200,000) Employment Type: Full Time Travel: Regional travel across the Buffalo-to-Albany corridor for prospect and client meetings as needed; mileage reimbursed. Not a heavy-travel role. Relay Recruiting is proud to partner with an established, local wealth management firm in Rochester, NY, seeking a 401(k) Sales Executive to build the first dedicated new-business engine for its growing 401(k) advisory practice. The Opportunity This is a full-cycle, hunter-first business development role built for someone who wants to own new business from the very first conversation. You'll build your own target list, open the door with CFOs, CEOs, business owners, and HR leaders across the Buffalo-to-Albany corridor, and lead the sales process through a signed plan. Once a plan comes on board, you'll stay through the custodian conversion and employee rollout, then hand the relationship to a servicing advisor and head back out to hunt. This is not a licensed seat, no investment advice, no advisor-of-record responsibilities, which means the door is wide open to strong B2B sellers from payroll, benefits brokerage, PEO, HCM, or commercial banking, not just people who already sell retirement plans. What makes this role different is the upside. Most 401(k) sales roles cap out at a base-plus-bonus structure that resets every year. This one builds: you earn an ongoing trail on every plan you source, starting in year two, so your income compounds as your book grows, without anyone raising your quota to get there. You'll also be the first person to ever own this function full time here. The target list, the outreach cadence, and the CRM process are still being built, and you'll have real input in shaping how they work going forward. Leadership is collaborative and hands-off day to day, favors autonomy over micromanagement, and invests seriously in its people through coaching, continuing education, and conferences. There's a mission underneath the numbers, too. This practice gives business owners and their employees access to professional, objective retirement advice that most people never otherwise get, delivered through one-on-one enrollments for every new hire and in-person education rather than a passive paperwork-and-login experience. You'll be selling something the firm is genuinely proud of, backed by an independently certified fiduciary standard that few firms in the market can claim. About the Company The firm offers full-service wealth management, including financial planning, retirement planning, estate planning, tax planning, and Medicare insurance solutions, alongside a dedicated and growing 401(k) advisory practice built around three pillars: fiduciary protection at the trustee level, HR-level plan support, and employee-level education and engagement. The firm is independently certified for fiduciary excellence and serves as a co-fiduciary on the plans it manages, taking on liability that most advisors won't. It manages plans ranging from solo practices to large corporate sponsors across professional services, manufacturing, nonprofit, and healthcare, and is known for high-touch employee engagement, including one-on-one enrollments, in-person education, and on-site events, rather than a passive paperwork-and-login approach. Team culture centers on ownership and a genuine "figure-it-out" mentality. Leadership invests heavily in its people through continuing education, sales coaching, conferences, and professional development, and is genuinely open to new ideas, tools, and resources that help the team be more effective. The team works out of a single Rochester office, with the flexibility this role naturally requires for time in the field and gathers periodically for team trips and events. Key Responsibilities • Build and execute a personal business plan and outbound prospecting strategy targeting CFOs, CEOs, business owners, and HR leaders to win new 401(k) plan relationships., • Develop and manage a full sales pipeline from first conversation through signed plan, tracking activity and progress in the firm's CRM., • Source opportunities through a mix of proactive outreach, networking, referrals, and centers of influence, opening both cold and warm conversations with prospective plan sponsors., • Present the firm's fiduciary protection, plan design, and employee-engagement value proposition to decision-makers, positioning it against competing providers and advisors., • Manage a long, consultative sales cycle, staying engaged with prospects over months without losing momentum or discipline., • Partner with the firm's marketing lead on outreach strategy, campaigns, and client-facing collateral and events., • Coordinate with the fiduciary, HR support, and education and enrollment specialists to ensure a smooth handoff once a plan signs, staying engaged through custodian conversion and employee rollout before returning to new business development., • Help shape and refine the sales process itself, including the target list, outreach cadence, and CRM workflows, as the first person to own this function full time., • Track and report pipeline activity and progress toward annual new-plan revenue targets., • Stay current on retirement plan trends, competitive offerings, and prospects' business needs to sharpen outreach and positioning. What We're Looking For • 5 to 10 years of B2B sales experience with a demonstrated record of prospecting, opening new doors, and closing new business, not primarily managing existing or inbound relationships., • Comfortable with a long, unpredictable sales cycle where activity and results don't always track together in the short term., • Self-directed, with the ability to build and run a personal pipeline and process without close day-to-day sales management., • Strong at opening conversations with CFOs, CEOs, business owners, and HR leaders., • A track record of growth, promotion, or increasing responsibility over the course of your career., • Bachelor's degree preferred; a strong, demonstrated sales record can outweigh the degree requirement., • Comfortable operating in a non-licensed, non-advisory capacity, building relationships and opening doors rather than giving investment advice or serving as advisor of record. Bonus Points If You Have: • A background in payroll, benefits brokerage, PEO, HCM, or commercial banking., • Experience selling through networking, referrals, and centers of influence rather than cold outreach alone., • Experience managing a pipeline through a CRM. Compensation and Benefits Base salary $105,000 to $130,000, on-target earnings: $170,000 to $200,000, growing beyond that as your trail builds year over year. Full benefits package. Equal Opportunity Relay Recruiting is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable law.

The Opportunity My client is seeking an accomplished Vice President of Deal Origination / Business Development to support the continued growth of a middle market M&A advisory practice. You will engage qualified inbound business owners, lead high-value advisory conversations, assess strategic fit and transaction readiness, and convert strong opportunities into signed sell-side M&A engagements. This is a senior-level, relationship-driven role at the intersection of business development, deal origination, and strategic advisory. You will represent the firm with founders and privately held business owners, build confidence in the M&A process, create momentum through the decision cycle, and ensure each newly engaged client transitions into execution with clear expectations and strong internal alignment. What You Will Do • Lead high-value consultations with pre-qualified founders and owners of middle market businesses considering a sale, recapitalization, or other liquidity event., • Uncover company background, owner objectives, transaction timing, valuation expectations, decision criteria, and potential barriers to engagement., • Evaluate transaction readiness and strategic fit while identifying the owner’s advisory needs and desired outcome., • Position the firm’s sell-side M&A process, capabilities, market approach, deliverables, and value proposition in clear, credible language., • Develop trusted relationships across the decision cycle and create momentum through thoughtful follow-up, decisive next steps, and consistent communication., • Navigate sophisticated questions and concerns related to valuation, timing, fees, confidentiality, market positioning, and the advisory process., • Advance qualified opportunities from initial consultation through proposal discussions and executed engagement letters., • Maintain accurate CRM records, pipeline visibility, forecasts, conversion activity, and relevant client context for senior banker handoff. What You Bring • Senior-level sales or business development experience in a trust-based B2B environment, with demonstrated success closing complex, high-value services or advisory engagements., • Executive presence and the ability to communicate credibly with founders, privately held business owners, and senior executives in high-stakes situations., • Strong discovery, presentation, negotiation, objection-handling, relationship-building, and pipeline-management skills., • Strong business acumen, commercial judgment, and the ability to simplify complex financial and advisory concepts without overselling them., • Experience in M&A, investment banking, private equity, financial services, business brokerage, consulting, accounting, or related 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, engage directly with business owners at pivotal moments, collaborate closely with experienced M&A professionals, and have uncapped earning potential tied directly to the advisory engagements you help originate and secure.

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.

Company Description TruSight, LLC provides specialized deal sourcing services for private equity firms and family office investors by leveraging a broad network of long-tail investment banks and business owners. The company helps investors consistently access both on- and off-market opportunities that match their specific criteria. Its Intermediary Coverage program supplies investors with a weekly flow of deals from more than 13,000 investment bank and intermediary contacts. Through Retained Buy-Side Search, TruSight delivers targeted, proprietary acquisition opportunities via direct outreach to private companies. Investors also benefit from Private Equity Info, TruSight’s advanced M&A research platform that enhances market intelligence and decision-making. Role Description This is a full-time, remote role for a Deal Origination & Intermediary Coverage Analyst. The analyst will support deal sourcing activities by managing and expanding relationships with investment banks, intermediaries, and other deal sources, while tracking and organizing inbound opportunities. We are seeking an Intermediary Coverage Analyst to help expand and strengthen that network and drive high-quality deal flow to our clients. This role is ideal for a proactive, relationship-oriented professional who is interested in M&A and private equity, communicates confidently with finance professionals, and enjoys turning outreach and relationship development into actionable opportunities. Day-to-day responsibilities include sourcing, reviewing and categorizing new deals, assessing fit against client investment criteria, and maintaining accurate records in internal systems and databases (HubSpot CRM). The role also involves outreach campaigns to intermediaries and adjacent sources of deal flow, and coordinating with internal teams to ensure timely dissemination of relevant opportunities to clients. The analyst will collaborate closely with senior team members to refine sourcing strategies, improve process efficiency, and contribute to reporting and analytics on deal flow performance. Deal Origination & Relationship Development • Develop and maintain relationships with our current network of investment banks, M&A advisors, financial advisors, and other sell-side intermediaries., • Identify and engage new intermediary relationships that expand TruSight's network and generate relevant deal opportunities for clients., • Re-engage existing and historical relationships to strengthen coverage, understand current deal activity, and surface new opportunities., • Conduct targeted outbound outreach to intermediaries leveraging thought leadership, Private Equity Info’s Signals, and other TruSight tools by phone and email and serve as a consistent point of contact for M&A knowledge, current events, and intermediary relationships., • Understand client investment criteria and help match relevant sell-side opportunities with appropriate private equity and family office interest., • Facilitate introductions between intermediaries and TruSight clients and support the marketing of relevant deal opportunities., • Follow up with bankers and advisors on deals already in market: confirming status, checking whether introduced parties advanced, and using those conversations to surface additional opportunities from their broader pipeline. Administrative & Process Ownership • Manage relationship and opportunity tracking in HubSpot, including outreach activity, follow-ups, pipeline status, and reporting., • Own recurring client communications by leveraging AI-centric tools such as Claude, ChatGPT, or similar platforms to produce polished, high-quality client materials efficiently., • Schedule calls with bankers and private equity / family office firms on behalf of the team., • Identify opportunities and work with internal development teams to automate recurring administrative work using AI tools and digital agents. Qualifications • 1-3 years of experience in investment banking, M&A, private equity, financial services, business development, sales, or another senior level client-facing role., • Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred., • Proficiency using AI tools (e.g., Claude, ChatGPT, Gemini, etc.) to streamline team workflows, automate repetitive tasks, and improve overall efficiency., • Experience with HubSpot strongly preferred., • Excellent written and verbal communication skills with the confidence to engage investment bankers, advisors, executives, and other senior professionals., • Organized, self-motivated, and comfortable with proactive outreach, follow-up, and relationship management., • Comfortable working on a remote team. What We Value We value initiative, accountability, strong judgment, and people who can operate with a high degree of autonomy. TruSight is a collaborative, results-oriented environment where individuals are trusted to own their work, communicate clearly, and continue developing professionally. What You'll Gain You will build a working knowledge of the private equity and M&A ecosystem while developing relationships across the investment banking and advisory community. The role offers direct exposure to senior professionals, active deal flow, TruSight's clients, and a growing company where your work has a visible impact on relationship growth and opportunity generation.

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.

𝐏𝐀𝐓𝐇𝐖𝐀𝐘 𝐏𝐎𝐖𝐄𝐑 Associate, Investment & Capital Markets (ICM) 𝐃𝐞𝐩𝐚𝐫𝐭𝐦𝐞𝐧𝐭: Investment & Capital Markets 𝐑𝐞𝐩𝐨𝐫𝐭𝐬 𝐓𝐨: Senior Director, Investment & Capital Markets 𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: Remote 𝐄𝐦𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 𝐓𝐲𝐩𝐞: Full-Time, Exempt 𝐓𝐫𝐚𝐯𝐞𝐥: Up to 20% 𝐀𝐛𝐨𝐮𝐭 𝐏𝐚𝐭𝐡𝐰𝐚𝐲 𝐏𝐨𝐰𝐞𝐫 At Pathway Power, our mission as a developer, investor, and long-term steward of renewable energy projects is to meticulously curate a balanced portfolio of assets — emphasizing enduring partnerships and a differentiated approach through the integration of data, analytics, and AI. Addressing the evolving challenges of the power grid and energy transition, our commitment is to provide reliable, resilient, and affordable clean energy precisely when needed. Pathway Power is dedicated to being on the leading edge of environmental stewardship, efficiency, and innovation — lighting the way toward a more sustainable future for all. 𝐀𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐑𝐨𝐥𝐞 We are seeking an Associate to join our Investment & Capital Markets team. Reporting to the Senior Director of Investment & Capital Markets, this person will play a hands-on role in structuring, executing, and closing project finance transactions across our utility-scale solar PV and battery energy storage (BESS) development pipeline. This is an early-career, high-impact position on a lean, fast-moving team. The Associate will work directly on live transactions, building financial models, supporting investor and lender diligence, preparing investment committee materials, and coordinating across legal, development, and engineering teams to bring projects to financial close. We are looking for someone who is analytically rigorous, intellectually curious, and eager to grow with the company as we scale. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮'𝐥𝐥 𝐃𝐨 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 & 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐢𝐧𝐠 • Support end-to-end execution of project finance transactions, including construction debt, term debt, tax equity (partnership flip, preferred equity, tax credit transfers), and other structured capital products for solar PV-hybrid and BESS projects., • Assist in preparing and distributing financing packages, responding to lender and investor due diligence requests, and coordinating third-party consultant reports (independent engineer, insurance, legal, environmental)., • Track transaction timelines and critical path milestones; manage internal and external workstreams to keep closings on schedule., • Review and redline term sheets, credit agreements, and financing documents in collaboration with legal counsel and senior team members. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Build, maintain, and stress-test project-level financial models for solar PV-hybrid and BESS assets, including construction-period draws, operating cash flows, debt sizing and sculpting, tax equity structures, and sponsor equity returns., • Develop and run scenario and sensitivity analyses to support investment decisions, financing strategy, and lender negotiations., • Support valuation and bid pricing for development-stage and operating project acquisitions., • Maintain model integrity and version control across an active transaction pipeline. 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐢𝐭𝐭𝐞𝐞 & 𝐒𝐭𝐚𝐤𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 • Prepare high-quality investment committee memoranda, lender presentations, and financing marketing materials at key transaction milestones (NTP, financial close, refinancing)., • Support preparation of board-level and investor reporting related to the capital investment portfolio., • Assist with lender compliance reporting, including borrowing-base certificates, covenant monitoring, and periodic draw requests. 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 & 𝐒𝐭𝐚𝐤𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 • Prepare high-quality monthly and quarterly reporting packages for executive leadership, the Board, investors, and lenders., • Manage loan compliance and periodic reporting to lenders and investors, including borrowing-base monitoring, and timely submission of required deliverables., • Produce investor decks, KPI dashboards, and management reporting that clearly communicate financial and operating performance., • Support due diligence, financing processes, and lender/sponsor reporting requirements. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 • Monitor capital markets activity in the renewable energy sector, including tax equity investor appetite, debt pricing trends, ITC/PTC developments, and emerging financing structures for BESS., • Support early-stage financial assessment of new development opportunities, including project screening, capital stack optimization, and return analysis., • Coordinate with Development, Engineering, and Legal teams to ensure project contracts and offtake terms are appropriately reflected in financial models and financing packages. 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Bachelor's degree in Finance, Economics, Engineering, or a related quantitative field., • 2–4 years of experience in project finance, investment banking (energy/infrastructure coverage), or a transactional finance role at an energy developer, fund, or lender., • Demonstrated financial modeling skills, including experience building and maintaining complex, multi-scenario project finance or DCF models in Excel., • Familiarity with project finance structures common in the renewable energy sector, including tax equity (partnership flip, ITC/PTC), construction debt, and term loan B or mini-perm facilities., • Strong analytical skills and attention to detail, with the ability to identify and resolve model errors and data inconsistencies independently., • Excellent written and verbal communication skills; ability to synthesize complex financial analysis into clear, concise narratives for senior management and external counterparties., • Highly organized and deadline-driven, with the ability to manage multiple workstreams simultaneously in a fast-paced, transaction-intensive environment. 𝐏𝐫𝐞𝐟𝐞𝐫𝐫𝐞𝐝 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Solar PV and/or BESS project finance experience strongly preferred, including direct experience closing utility-scale solar or storage financings., • MBA/CFA candidacy or completion., • Proficiency with VBA, Python, or Power BI to automate modeling and reporting workflows., • Experience with generative AI tools (Anthropic Claude, ChatGPT) applied to financial analysis, ppt presentation creation and/or document review., • Exposure to IRA tax credit transferability and direct-pay mechanics as they apply to clean energy projects.

Start date: ASAP Position: CEO for ~$40m Equity Holding Company (Rollup) Location: Remote pre-close and very likely on-site post-close (ultimately TBD) Commitment: Full-time Duration: Initial commitment of 5 years (forever if a good fit) SUMMARY: Hi! We're a holding company looking for someone to join our team. We're solving for someone with great references for: work ethic, scrappiness, rigor, being extremely organized / high attention to detail, kindness, honesty (banking and/or PE experience is a plus). If interested, we'd love to hear from you. We’re super rigid on these filters and ultimately eliminate the vast majority of candidates (typically out of several thousand applicants) based on them. Please only proceed if you think your profile matches well with these criteria (e.g., 2 or fewer jobs in last 5 yrs, stellar references, high previous job ranking/performance, ideally high undergrad GPA + GMAT, operations-not financial-focus/interests, etc.) Note: Our process will rely significantly on off-sheet references (but we will not contact your current employer without your permission, of course). TUCKER’S FARM BACKGROUND Firm Name: Tucker’s Farm Corporation Firm Website: www.tuckersfarm.com Firm Description: We are a low-profile, value-oriented holding vehicle modeled after Berkshire Hathaway that aims to acquire ~$150 million of businesses every year (~$75 million equity). The founders/investment team is composed of value investors from Apollo Global Management (~$60bn private equity group) and Viking Global Investors (~$30bn hedge fund). We have various subsidiaries or ‘platforms’ (also known as rollups, aggregations, or buy-and-builds). Each platform is capitalized with a long-term equity base (from our own capital and select partners like insurance company, endowment managers, etc.) and has the sole mandate of compounding cash flows for the long term, primarily through M&A. We have a broad mandate and look for opportunities across industries, geographies, and the capital structure, although our primary focus is on rollups. We are investing out of our recently raised $100m+ holding vehicle. OVERVIEW OF CEO ROLES & RESPONSIBILITIES Activities The role combines deploying approximately $40 million of equity through acquisitions with leading the operations of acquired assets. We are looking for an executional rock star. The role is highly hands-on and operational—messy, unglamorous, and deeply involved in the daily minutiae of small business optimization—rather than traditional allocator or investment professional work (e.g., modeling and deal analysis). Traditional financial activities will represent a small minority of the CEO’s time. Success requires rolling up your sleeves, operating with limited resources and imperfect information, and personally solving problems that would be delegated in a larger organization. Said simply, if your goal is to be Warren Buffett, this role is not for you. o M&A/Integration (20%) • Deploy approximately $40 million of equity through strategic acquisitions., • Source and evaluate acquisition opportunities in coordination with Tucker’s Farm’s M&A team., • Lead the integration of acquired businesses and develop a repeatable playbook for future platform expansion. o Operational Leadership (80%) · Lead platform operations following the acquisition of the first asset. This includes: (1) providing daily operational leadership and strategic direction across all business units; (2) overseeing budgeting, forecasting, and resource allocation through clear KPIs—and holding team members accountable for performance; and (3) leading the recruitment, training, and development of management team members. The CEO must be equally willing to set the strategy and dive into the weeds—doing whatever is required to solve problems, improve performance, and build the platform. Role Trade-offs o (+) You will be an early team member at a high-growth holding company. o (+) You will work with and learn from a highly successful PE team with a top investing track record. o (+) You will have a big title and significant autonomy and responsibility. o (+) You will have a lot of fun in a scrappy, entrepreneurial environment. o (=) You will be doing a lot of non-financial, hands-on, highly people based work (not thinking big financial or strategic thoughts). o (-) If joining a large, established company with a big brand is appealing to you or you enjoy structured environments, then this opportunity is not a fit. Qualifications o Low career turnover: excluding business school (and related internships), 2 or fewer jobs in the last 5 years o Stellar references: that speak to work ethic, kindness + honesty – our process relies heavily on ‘off-sheet’ references regarding past performance. We typically find a way to connect with 5+ past co-workers and senior people (but will not contact your current employer without your permission). o High ranking/previous performance: in previous roles, with references that will speak to that stellar performance. o Highly organized operational rockstar (not financial): high attention to detail, highly responsive, consistent, conscientious, superb at to-do lists, general execution and project management, including managing multiple workstreams and teams of people (internal and external, including sellers, advisors, lawyers, accountants, etc.). Excels at keeping the trains running on time and the t’s crossed and i’s dotted! o High undergrad GPA / GMAT: while not always relevant (especially with stellar references), we believe there can be some signal in GPA / GMAT and use it. o Investing Experience (nice to have): ideally at least 2+ years of investing/PE experience. Compensation o Slightly depends on candidate profile, but our starting base case is ~$300k - $350k/year in cash + significant equity upside. (We’re selecting for folks who view this trade as an entrepreneurial / fun /big-title-and-growth opportunity vs. a brand name opportunity, which we’re not yet) Role Application Method o Submit your resume via email to (please include some indication of previous job ranking / performance, undergrad GPA, any GMAT/GRE score) with the subject line “CEO - LAST NAME, FIRST NAME”.

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

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.

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

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.

AI into investment banking and equity research workflows.

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

The 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

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

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

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

Citigroup Global Markets Deutschland is a banking company headquartered at 5 Harry-Epstein-Platz in Duisburg-Dellviertel, Germany. As part of the broader Citi franchise, it contributes to global financial markets through a range of banking and investment services.

Sales Director US Remote Competitive base salary plus uncapped commission ShortList is recruiting a Director of Sales on behalf of an established investment management firm. Our client provides advisory solutions to institutional clients across the US, and is now expanding its commercial team to drive its next phase of growth. This is a senior, quota-carrying new business appointment. You will own a defined territory, building your own pipeline from the ground up, shaping each opportunity, and steering it all the way to a signed mandate. The remit is squarely about landing net-new clients and exceeding aggressive revenue targets. This is a hunting role rather than relationship management. The firm needs a true self-starter who thrives on cold prospecting, disciplined outreach, and getting in front of decision-makers face to face. I would particularly like to hear from sales professionals who have sold advisory, investment, or capital markets services into credit unions, community banks, or other depository institutions, as well as senior finance or commercial leaders looking to move into a client-facing business development role. Key Requirements • A demonstrated track record of external business development into the Banking sector (cold calling, pipeline build, CRM management), • Experience selling into regional and community banks is key, • Knowledge of asset-liability management, fixed income, balance sheet strategy, and hedging, • Experience selling into the C-suite and senior decision-makers, • Solid commercial understanding of finance and the broader financial services landscape, • Strong strategic sales planning with a record of beating target, • Confident with contracts, negotiating, and change management, • Product demonstration experience Key Skills • Relentless, entrepreneurial, and results-obsessed, • Genuine boardroom presence with credibility to win senior leaders' trust, • Excellent written and verbal communication for polished presentations and proposals, • Methodical territory and account planning, • Able to manage several opportunities at once, • Willing to travel and work a flexible schedule The position is fully remote, with travel for client meetings and industry events.

Finance Expert – LLM Training & Evaluation.LLM training and evaluation workflows.Provide detailed expert feedback to improve.LLM financial reasoning, reliability, and performance.Finance, Accounting, Investment Banking, Financial Analysis, or related fields.Experience analyzing complex financial p

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.

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.

Director, Contract Lifecycle Management (CLM) & Mandate Operations Location: Remote About the Role Stonehaven is seeking a commercially minded and operationally driven professional to join the Firm’s Mandate Management team. This individual will help oversee contract lifecycle management, client onboarding, transaction operations, and operational governance across the Firm’s investment banking, placement agency, and secondary trading activities. The role combines contract negotiation, transaction management, workflow coordination, and operational process improvement. The ideal candidate is highly organized, client-facing, technologically capable, and comfortable managing complex, multi-party workflows in a fast-paced financial services environment. This is a high-impact role with significant visibility across Legal, Compliance, Technology, Finance, and executive leadership. Over time, the position is expected to evolve into broader operational and strategic responsibilities across mandate management and business operations. What You’ll Do Contract Lifecycle & Transaction Management • Draft, review, negotiate, and manage execution of transactional agreements, including:, • Engagement agreements, • Inter-broker dealer agreements, • NDAs, • Assignment agreements, • Amendments and related documentation, • Coordinate contract negotiations and onboarding workflows with clients, counterparties, Affiliate Partners, and internal stakeholders., • Serve as a primary operational point of contact throughout mandate onboarding and execution processes., • Partner with Legal and Compliance teams to resolve contractual, operational, and onboarding-related issues., • Maintain accurate records and documentation across contractual and onboarding workflows. Mandate Operations & Onboarding • Support operational onboarding workflows related to private market transactions and client engagements., • Review onboarding and due diligence materials for completeness and conformity with Firm standards., • Coordinate with Compliance, Legal, Operations, and counterparties to facilitate onboarding approvals and resolve deficiencies., • Maintain onboarding trackers, workflow systems, and operational reporting., • Assist with ongoing lifecycle management of existing mandates and client relationships. Operational Governance & Process Improvement • Help improve the Firm’s contract lifecycle management and operational governance infrastructure., • Maintain data integrity across onboarding, transaction, and contractual workflows., • Develop dashboards, KPI reporting, and operational analytics related to mandate activity and onboarding performance., • Identify opportunities to streamline workflows through automation, process redesign, and technology enhancements., • Partner with internal technology teams to improve operational reporting and user experience across Firm systems. Cross-Functional Initiatives • Collaborate with Legal, Compliance, Technology, Finance, and leadership teams on strategic operational initiatives., • Assist with implementation of new systems, workflows, and operational processes., • Stay current on private markets trends, transaction structures, regulatory developments, and operational best practices. What You’ll Need • Bachelor’s degree required, • 4–8 years of relevant experience in areas such as:, • Contract management, • Transaction management, • Legal operations, • Commercial operations, • Financial services or private markets operations, • Investment banking operations, • Due diligence or onboarding, • Strong experience drafting, negotiating, and managing transactional agreements, • Ability to manage complex, multi-party workflows and drive execution across stakeholders, • Strong commercial judgment and problem-solving skills, • Exceptional organizational skills and attention to detail, • Strong analytical and project management capabilities, • High degree of technological aptitude and comfort learning new systems, workflow tools, and AI-enabled platforms to improve business processes and scalability Preferred Qualifications • Experience within alternative investments, private markets, investment banking, placement agency, broker-dealer, or financial services environments, • Familiarity with SEC, FINRA, AML/KYC, and private placement processes, • Experience supporting onboarding, operational due diligence, or transaction workflows, • JD, Paralegal certification and/or securities licenses (Series 7, 24, or 63) are a plus, but not required About Stonehaven Stonehaven is a global private capital markets FinTech platform. Our diverse community of investment bankers and placement agents strategically connects select investment opportunities with an extensive network of sophisticated investors. Stonehaven supports its Affiliate Partners through a robust broker-dealer infrastructure, proprietary NEXUS SaaS technology, collaborative ecosystem, active mandate network, origination capabilities, marketing services, and industry insights. Founded in 2001, Stonehaven today: • Has 100+ professionals globally, • Represents 125+ clients, • Has raised more than $7.5B since inception, • Raised over $1B in the trailing 12 months, • Continues to scale rapidly across private markets and alternative investments Commitment This is a full-time remote position with occasional travel for team meetings and Firm events. Compensation & Benefits Base salary range: $100,000–$150,000 annually, depending on experience and qualifications, plus an annual discretionary performance-based bonus. Stonehaven also offers: • 401(k), • Company-paid medical, dental, and vision coverage, • Monthly cell phone reimbursement, • Remote work technology package

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

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills • Pursuing a Bachelor's or Master's degree (Excluding MBA). If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree., • Graduation date of December 2026 through June 2027, • Attend college/university in the U.S., • Highly driven person who enjoys working in teams to develop complex solutions, • Exceptional interpersonal, communication, analytical and problem-solving skills, • Excellent organizational skills and ability to multitask, • Genuine interest in financial markets and macro-level economic trends, • Highly inquisitive, focused and pro-active, • Good judgment and discretion when working with confidential information Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Chicago North Shore, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Raleigh, NC Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Walnut Creek, CA Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

FROSCH is Chase's best-in-class travel business, delivering exceptional customer service, industry-leading expertise, and meaningful travel experiences to our clients. For more than 50 years, FROSCH has been a travel company of choice, building a client-centered service model and employee-focused workforce. As a Travel Support Specialist II in Chase Travel on the Private Client Services team, you will possess a profound ability to manage and enhance the travel experiences of an elite clientele. You will excel in building strong, effective relationships with key stakeholders in the luxury market, including top-tier restaurants, exclusive event providers, and private experience vendors. With a meticulous eye for design, you will craft detailed, attractive itineraries that meet the refined tastes and high standards of our clients. This position is perfect for someone passionate about delivering exceptional, personalized travel experiences and who thrives in a sophisticated and dynamic work environment. Job responsibilities • Establish and nurture strong relationships with key stakeholders including luxury restaurants, ticket brokers, exclusive event coordinators, and providers of private experiences to secure bespoke services for our clients., • Work closely with Travel Designers to meticulously handle all aspects of travel logistics., • Craft elegant and detailed travel itineraries using AXUS Pocket Travel Consultant, adhering closely to sophisticated design templates that reflect the high standards of our clientele., • Communicate effectively with UHNW clients via email, phone, and in-person to capture their preferences and ensure their travel needs are met with impeccable attention to detail., • Coordinate with hotels, tour operators, and independent guides to customize travel arrangements such as high-end dining reservations, spa appointments, and unique activities tailored to client requests., • Update and maintain precise client reservation and travel details on platforms like Monday.com and ClientBase, ensuring all information is accurate and easily accessible., • Research luxury travel trends, new elite accommodations, top-tier restaurants, and significant cultural and sporting events to provide clients with up-to-date and relevant travel options., • Organizational skills, flexibility, and a thorough understanding of the luxury travel market, ensuring that all client interactions and arrangements are handled with the utmost professionalism and care Required qualifications, capabilities, and skills • Demonstrated experience in a concierge, personal assistant, or similar role within luxury services, with a focus on travel or hospitality., • A keen eye for detail and strong design skills for creating sophisticated travel itineraries that meet the high expectations of luxury clients., • Proven ability to develop and maintain relationships with luxury service providers and stakeholders., • Excellent communication skills, capable of effectively interacting with UHNW clients and luxury service providers., • Outstanding organizational and multitasking abilities, essential for managing complex arrangements and maintaining detailed records., • Flexibility to accommodate client needs during off-hours and adapt to changing schedules., • Proficiency in using industry-standard software such as MS Office, ClientBase, Monday.com, and familiarity with AXUS Pocket Travel Consultant., • A deep understanding of and passion for luxury travel and the ability to stay informed about the latest trends and openings in this sector., • Proactive and resourceful, with excellent problem-solving skills to address and anticipate client needs., • Ability to work effectively both independently and as part of a dynamic team in a fast-paced environment. Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.

Launch your career in private banking, supporting client relationships in our advisor training program for MBAs graduating December 2026 - June 2027. If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Associate Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Associate in the Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. This opportunity offers unparalleled career growth and the chance to work with industry leaders in wealth management and develop your skills in client engagement and business generation. Our dedicated program management group will provide guidance and feedback throughout the program to foster your growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities. Job responsibilities: • Work with our team of advisors and specialists to bring in new clients and to serve existing ones., • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth., • Learn the fundamentals of the wealth management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra-high net worth client relationships., • Work in teams to foster client relationships and present strategic solutions that help our clients achieve their financial goals. Required qualifications, capabilities and skills: • MBA candidates with 3+ years' work experience, • Attend college/university in the U.S., • Expected graduation date of December 2026 through June 2027, • Excellent communication and presentation skills, strong quantitative skills, a passion for investing, exceptional organizational skills, and the ability to multitask, • Exceptional interpersonal, communication, analytical and problem-solving skills, • Genuine interest in financial markets and macro-level economic trends, • Desire to ultimately work with external clients in a relationship building and sales capacity, • Ability to thrive in a fast-paced, collaborative environment, • Highly inquisitive, focused, and pro-active, • Good judgment and discretion when working with confidential information Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Hiring Locations: New York Metro Garden City, NY (Long Island) New York, NY (Manhattan) East Region Boston, MA Greenwich, CT Philadelphia, PA Summit, NJ Washington D.C. Southeast Region Charlotte, NC Miami, FL Palm Beach, FL Tampa, FL South Region Austin, TX Dallas, TX Houston, TX Midwest Region Chicago, IL Chicago Northshore, IL (Winnetka) West Region Century City, CA (Los Angeles) Denver, CO Las Vegas, NV Orange County, CA (Los Angeles) Salt Lake City, UT San Diego, CA San Francisco, CA Seattle, WA Walnut Creek, CA (East Bay) Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 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

Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. With advisor offices across New York, Pennsylvania, and Florida and more than $3 billion in assets under management, we have built a reputation on something that cannot be replicated quickly: the trust of families, sustained across generations. Joining Tompkins means joining a team that takes the long view because our clients do. We combine the resources and stability of a full-service financial institution with the personal attention and continuity that define a true advisory relationship. Position Summary: The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor for clients whose financial lives span multiple generations, business interests, and planning disciplines. Working alongside a dedicated team a financial planner, trust officer, and portfolio manager you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one. Tompkins advisors are embedded in their communities and supported by a network of bank partners who provide a consistent, warm source of introductions. Rather than building a practice from the ground up alone, you will benefit from institutional infrastructure and the momentum of a collaborative team. The compensation model salary, bonus, and equity reflects that partnership and provides the kind of stability that allows advisors to focus on what they do best. Responsibilities Client Relationship Management • Serve as the primary point of contact and trusted advisor for an assigned client portfolio, • Conduct thorough discovery to understand each client's goals, values, family circumstances, and financial priorities, • Facilitate client meetings with clarity and purpose, translating complex planning concepts into practical, personal guidance, • Stay attuned to evolving client needs, responding thoughtfully to life changes, market developments, and shifting objectives, • Cultivate relationships with the consistency and attentiveness that earn long-term confidence recognizing that a client's trust is built over time and demonstrated through every interaction Business Development • Develop and deepen a client portfolio through disciplined prospecting and relationship development, consistently delivering against the revenue expectations of a senior advisor, • Manage inbound referrals from Tompkins Community Bank retail & commercial bank partners, developing relationships that align with the firm's service standards, • Cultivate relationships with centers of influence attorneys, accountants, and other trusted advisors whose clients may benefit from the firm's services, • Represent Tompkins Financial Advisors at community events, professional associations, and charitable organizations, • Build and sustain a referral network through in-person community involvement, and develop an online presence that reflects professional expertise and extends the firm's reach through digital content and engagement Partnership & Collaboration • Direct a dedicated client strategy team financial planner, trust officer, and portfolio manager coordinating specialist involvement based on each client's priorities, • Serve as the integrating voice across disciplines, ensuring that investment, trust, and banking strategies are coherent and clearly communicated to the client, • Embrace a team environment defined by shared standards, mutual accountability, and a commitment to the client experience Compliance & Professional Standards • Conduct all client and business activity in accordance with applicable regulatory requirements and firm policy, • Maintain accurate documentation of client interactions, recommendations, and planning decisions, • Preserve client confidentiality and uphold the firm's standards of integrity in all professional conduct, • Stay current on relevant regulatory developments and apply sound, consistent practices across all client work Qualifications • Bachelor's degree or equivalent professional experience, required, • Minimum of ten (10) years of experience in wealth management, financial advisory, or relationship management, • CFP or CPWA designation preferred, • Proficiency in wealth management platforms, engaging clients through digital channels, including conferencing and web-based planning tools, as an extension of the in-person relationship, • This role is office-based, working out of a Tompkins Financial Advisors location Key Success Factors: • Client Stewardship Builds relationships grounded in trust, consistency, and a genuine understanding of each client's circumstances. Prioritizes long-term outcomes and sustained engagement., • Team Collaboration Directs a multidisciplinary team with clarity and purpose, ensuring each specialist's contribution is well-timed and well-coordinated on behalf of the client., • Professional Judgment Navigates complex client situations with sound reasoning, discretion, and the ethical standards that a multi-generational advisory relationship demands., • Business Development Pursues new client relationships with initiative and intention, supported by an established referral network and a clear sense of what a Tompkins relationship represents., • Influence Through Example Sets the standard for client engagement and professional conduct, contributing to a team culture where colleagues at every level are encouraged to grow. Benefits • Medical, • Dental, • Vision, • 401(k) Match, • Profit Sharing, • Paid Time Off, • 11 Holidays, • Tuition Reimbursement, • Free Parking throughout Tompkins Community Bank, • Employee Referrals EEO Statement Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. For more information, please click here Pay RangeUSD $100,000.00 - USD $135,000.00 /Yr. Bonus/Incentive PlanThis position includes participation in a performance-based cash incentive plan. May also be eligible for Equity Grants.

Eagleview is a leading provider of aerial imagery, property insights, and software that transform the way people work. Eagleview holds more than 300 patents and owns a large geospatial data and imagery library encompassing 94 percent of the US population. Eagleview provides the most accurate data, enabling customers in the government, construction, solar and insurance industries to make timely, informed and better decisions. The Financial Planning & Analysis (FP&A) Senior Manager in the Finance department plays a critical role in supporting intelligent and disciplined decision-making across the organization. The right person for this role is an experienced finance business partner with a passion for developing and communicating financial insights to business and operational leaders. This dynamic role offers significant variety, flexibility and learning opportunities, as well as exposure to key leaders across the organization. This role is part of the Corporate Finance team. The successful candidate will demonstrate the ability to solve complex and ambiguous problems, leveraging strong financial and technical acumen, sound judgment, and interpersonal skills to drive meaningful impact across the organization. This individual takes ownership of outcomes, independently leads complex workstreams, and consistently looks for ways to improve the effectiveness of the Corporate Finance function. The Senior Manager will be expected to operate with a high degree of autonomy, apply sound judgment to complex business situations, and develop financial insights that help inform important business decisions. This is a full-time, remote role with a salary range of $120,000 - $150,000, bonus eligible. Responsibilities • Serve as a strategic finance partner to functional leaders, providing financial insights to support business decisions and evaluating trade-offs, risks, opportunities, and expected financial impact., • Independently lead complex, cross-functional projects and workstreams from end to end, coordinating with stakeholders and ensuring high-quality and timely delivery., • Own forecasting and planning for assigned areas, ensuring financial projections are accurate, well-supported, and aligned with broader company financial targets., • Play a significant role in the annual operating plan cycle, independently owning key sections and partnering with business leaders to develop challenging but achievable financial plans., • Develop, maintain, and enhance financial models to support forecasting, planning, scenario analysis, investment decisions, and business performance analysis., • Research and apply emerging technologies, including AI and advanced analytical tools, to improve financial analysis, automate processes, and enhance the quality and efficiency of FP&A deliverables., • Support senior finance leadership with ad hoc financial analysis, business cases, scenario modeling, and other strategic initiatives as needed., • Analyze large, unstructured, and imperfect datasets to identify trends, explain business performance, and generate actionable insights., • Build and continuously improve management reporting, ensuring outputs are timely, accurate, relevant, and decision-useful for business and finance leadership., • Lead monthly expense reviews for assigned business areas, including variance analysis across actuals, forecast, and plan, and communicate clear, actionable insights and recommendations to business partners., • Identify complex data integrity and process issues and partner with stakeholders to develop sustainable solutions., • Leverage financial planning systems and other technology to streamline forecasting, planning, reporting, and analysis processes., • Identify and implement process improvements that improve the efficiency, accuracy, and scalability of finance workflows., • Other duties as assigned. Qualifications • Bachelor's Degree in Finance, Accounting, Mathematics, or related field., • 7-10+ years of relevant experience in FP&A, corporate finance, investment banking, consulting, accounting, or a related analytical field., • Demonstrated ability to develop innovative solutions to complex and ambiguous problems., • Strong discipline and drive, with a track record of meeting deadlines and delivering high-quality results., • Ability to independently own complex workstreams and deliver high-quality outputs with limited supervision., • Strong business partnering skills, with the ability to influence decisions through financial analysis and clearly communicate risks, opportunities, and recommendations., • Ability to construct, maintain, and review financial models and translate financial analysis into actionable business insights., • Ability to work effectively with unstructured, imperfect, or incomplete data., • Demonstrated ability to lead complex, cross-functional projects and work effectively with stakeholders across an organization., • Strong written communication skills, including experience preparing management or board-level materials and synthesizing financial and non-financial information., • Strong verbal communication skills, particularly the ability to explain complex financial topics clearly to colleagues without a finance background., • Excellent attention to detail and ability to balance detail with broader business objectives., • Highly proficient with Microsoft Excel and PowerPoint., • Comfortable collaborating in a fully remote environment across different functions and time zones. Preferred • Experience using artificial intelligence and advanced analytical tools in a corporate finance setting is preferred., • Experience with Workday Adaptive Planning or similar EPM tools is preferred., • Experience working with large-scale data mining and reporting tools such as SQL is preferred., • Experience with NetSuite or similar ERP systems is preferred., • CPA, CFA, or MBA designation, or international equivalent, is preferred. Personal Traits & Values • Intellectual Honesty: You seek the truth, present facts objectively, and ensure financial analysis and recommendations are grounded in data and sound judgment., • Systems Thinking: You can view data, processes, and the organization from a broad perspective and understand how individual decisions, financial drivers, and operational activities interact., • Creative: You think outside the box, are resourceful, and find ways to accomplish business objectives with limited resources., • Curious: You are intellectually curious, consistently asking "why" and "what if," and proactively seek to understand the drivers behind business performance., • Strong Work Ethic: You thrive in a fast-paced environment, take ownership of your responsibilities, and consistently strive to deliver high-quality work., • Relentless: You are determined and focused, working through ambiguity and challenges until you reach a well-supported solution., • Detail Oriented: You are thorough, organized, and productive. You pay attention to details while maintaining awareness of the broader business context., • Integrity: You do the right thing, are accountable for your work, keep your commitments, and are trusted by your colleagues. Core Competencies • Drive & Follow Through Takes initiative and turns ideas into action., • Adaptability in Uncertainty Adjusts quickly and performs through change., • Customer-Centered Mindset Puts customer needs at the center of decisions., • Judgment & Problem Solving Makes sound decisions and solves problems effectively., • Role-Specific Expertise Applies strong functional expertise to deliver results., • Results Accountability Owns outcomes and delivers on commitments., • Work Prioritization & Execution Focuses on priorities and delivers on time. EEO Statement This job description is not an exclusive or exhaustive list of all job functions that a workforce member in this position may be asked to perform. Duties and responsibilities can be changed, expanded, reduced, or delegated by management to meet the business needs of the company. The compensation offered to the successful candidate will be based on a variety of factors, including but not limited to, the candidate's work experience, education and licenses, work-related training, key skills, the core duties of the role and its associated responsibilities, additional benefits offered, and the location where the work will be performed. All Fulltime (30+ hours) employees are eligible for PTO, Sick, and Parental Leave; Medical, Dental, and Vision Insurance; 401(k) Plan; Health Savings Account; Life Insurance; Employee Assistance Program; Pet Insurance. This is a full-time, remote role with a salary range of $120,000 - $150,000, bonus eligible. As an Equal Opportunity and E-Verify Employer, Eagleview Technologies does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply. We are committed

FROSCH is Chase's best-in-class travel business, delivering exceptional customer service, industry-leading expertise, and meaningful travel experiences to our clients. For more than 50 years, FROSCH has been a travel company of choice, building a client-centered service model and employee-focused workforce. As a Travel Support Specialist II in Chase Travel on the Private Client Services team, you will possess a profound ability to manage and enhance the travel experiences of an elite clientele. You will excel in building strong, effective relationships with key stakeholders in the luxury market, including top-tier restaurants, exclusive event providers, and private experience vendors. With a meticulous eye for design, you will craft detailed, attractive itineraries that meet the refined tastes and high standards of our clients. This position is perfect for someone passionate about delivering exceptional, personalized travel experiences and who thrives in a sophisticated and dynamic work environment. Job responsibilities • Establish and nurture strong relationships with key stakeholders including luxury restaurants, ticket brokers, exclusive event coordinators, and providers of private experiences to secure bespoke services for our clients., • Work closely with Travel Designers to meticulously handle all aspects of travel logistics., • Craft elegant and detailed travel itineraries using AXUS Pocket Travel Consultant, adhering closely to sophisticated design templates that reflect the high standards of our clientele., • Communicate effectively with UHNW clients via email, phone, and in-person to capture their preferences and ensure their travel needs are met with impeccable attention to detail., • Coordinate with hotels, tour operators, and independent guides to customize travel arrangements such as high-end dining reservations, spa appointments, and unique activities tailored to client requests., • Update and maintain precise client reservation and travel details on platforms like Monday.com and ClientBase, ensuring all information is accurate and easily accessible., • Research luxury travel trends, new elite accommodations, top-tier restaurants, and significant cultural and sporting events to provide clients with up-to-date and relevant travel options., • Organizational skills, flexibility, and a thorough understanding of the luxury travel market, ensuring that all client interactions and arrangements are handled with the utmost professionalism and care Required qualifications, capabilities, and skills • Demonstrated experience in a concierge, personal assistant, or similar role within luxury services, with a focus on travel or hospitality., • A keen eye for detail and strong design skills for creating sophisticated travel itineraries that meet the high expectations of luxury clients., • Proven ability to develop and maintain relationships with luxury service providers and stakeholders., • Excellent communication skills, capable of effectively interacting with UHNW clients and luxury service providers., • Outstanding organizational and multitasking abilities, essential for managing complex arrangements and maintaining detailed records., • Flexibility to accommodate client needs during off-hours and adapt to changing schedules., • Proficiency in using industry-standard software such as MS Office, ClientBase, Monday.com, and familiarity with AXUS Pocket Travel Consultant., • A deep understanding of and passion for luxury travel and the ability to stay informed about the latest trends and openings in this sector., • Proactive and resourceful, with excellent problem-solving skills to address and anticipate client needs., • Ability to work effectively both independently and as part of a dynamic team in a fast-paced environment. Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Multinational Corporation Commercial Banker is for you. As a Commercial Banker in the Multinational Corporations group, you will be the focal point of client acquisition and ongoing relationships. Multinational bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core Banking, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. The Multinational Corporation team within the Commercial and Specialized Industries space manages J.P. Morgan's overall relationships with North American subsidiaries of large corporations headquartered outside the United States, to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in automation, risk management, working capital, and cash management. Job Responsibilities • 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 new client acquisition in partnership with the bankers, • Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills • Seven + years direct lending or credit support related experience with a focus on business relationships, • Understanding of Commercial Banking products and services, • Ability to mobilize internal networks 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, • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Preferred Qualifications, Capabilities and Skills • Bachelor's degree and formal credit training preferred, • Sales management, business development skills, proficiency in building and maintaining positive client relationships, • 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 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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Job Description POSITION: Financial Sales Associate (FSA) INDUSTRY: Financial Services ROLE OVERVIEW Delibert Employment Solutions is partnered with a financial-services client seeking a proactive and client-focused Financial Sales Associate to provide day-to-day support to a Financial Advisor's book of business. The FSA plays an important role in servicing and maintaining client accounts, preparing communications, processing client requests, maintaining records, supporting meetings, and helping ensure smooth and efficient operations. The ideal candidate should demonstrate excellent communication, attention to detail, organization, professionalism, and a strong commitment to client service. KEY RESPONSIBILITIES • Service and maintain client accounts; ensure client information is accurate and current., • Assist clients with account-opening procedures and ensure required documentation is properly completed., • Prepare and send professional client communications; answer client calls and address questions or concerns., • Proactively assist with resolving client issues and maintain client relationships through regular communication., • Provide appropriate account information to clients; take and place customer orders in brokerage and advisory accounts., • Maintain an accurate and organized client database., • Assist with preparation for client annual reviews and gather documents and information needed for meetings., • Follow applicable industry rules, regulations and firm policies. QUALIFICATIONS • Strong organizational skills and excellent attention to detail., • Excellent verbal and written communication; strong interpersonal/client-service skills., • Ability to manage multiple responsibilities and prioritize effectively., • Financial-services experience is preferred but is not automatically required., • Experience with financial software or related tools is a plus. TARGET CANDIDATE BACKGROUNDS Prioritize candidates with experience in financial advisory firms, wealth management, brokerage, investment services, banking, registered investment advisory environments, insurance/financial services, or similar financial client-service environments. RELEVANT TITLE VARIATIONS (search beyond exact title; evaluate actual responsibilities, not title alone) Financial Sales Associate, Financial Sales Assistant, Client Service Associate, Client Services Associate, Financial Advisor Assistant, Wealth Management Associate, Wealth Management Client Associate, Registered Client Associate, Registered Sales Assistant, Financial Services Associate, Investment Client Service Associate, Advisor Support Associate. LICENSING Financial-services licensing or FINRA registration may be advantageous depending on the candidate's background. Do not assume a specific Series license is required unless the client establishes it as mandatory; if unclear, flag for Teresa rather than assuming. INTERNAL NOTE: Keep sourcing for this requisition completely separate from the Personal Lines and Commercial Lines Account Manager job orders. Do not place FSA candidates into either insurance job.

Job Description Retirement Plan Sales Director Location: Rochester, NY; onsite Salary: $105,000 to $130,000 base, plus commission (on-target earnings $170,000 to $200,000) Employment Type: Full Time Travel: Regional travel across the Buffalo-to-Albany corridor for prospect and client meetings as needed; mileage reimbursed. Not a heavy-travel role. Relay Recruiting is proud to partner with an established, local wealth management firm in Rochester, NY, seeking a Retirement Plan Sales Director to build the first dedicated new-business engine for its growing 401(k) advisory practice. The Opportunity This is a full-cycle, hunter-first business development role built for someone who wants to own new business from the very first conversation. You'll build your own target list, open the door with CFOs, CEOs, business owners, and HR leaders across the Buffalo-to-Albany corridor, and lead the sales process through a signed plan. Once a plan comes on board, you'll stay through the custodian conversion and employee rollout, then hand the relationship to a servicing advisor and head back out to hunt. This is not a licensed seat, no investment advice, no advisor-of-record responsibilities, which means the door is wide open to strong B2B sellers from payroll, benefits brokerage, PEO, HCM, or commercial banking, not just people who already sell retirement plans. What makes this role different is the upside. Most 401(k) sales roles cap out at a base-plus-bonus structure that resets every year. This one builds: you earn an ongoing trail on every plan you source, starting in year two, so your income compounds as your book grows, without anyone raising your quota to get there. You'll also be the first person to ever own this function full time here. The target list, the outreach cadence, and the CRM process are still being built, and you'll have real input in shaping how they work going forward. Leadership is collaborative and hands-off day to day, favors autonomy over micromanagement, and invests seriously in its people through coaching, continuing education, and conferences. There's a mission underneath the numbers, too. This practice gives business owners and their employees access to professional, objective retirement advice that most people never otherwise get, delivered through one-on-one enrollments for every new hire and in-person education rather than a passive paperwork-and-login experience. You'll be selling something the firm is genuinely proud of, backed by an independently certified fiduciary standard that few firms in the market can claim. About the Company The firm offers full-service wealth management, including financial planning, retirement planning, estate planning, tax planning, and Medicare insurance solutions, alongside a dedicated and growing 401(k) advisory practice built around three pillars: fiduciary protection at the trustee level, HR-level plan support, and employee-level education and engagement. The firm is independently certified for fiduciary excellence and serves as a co-fiduciary on the plans it manages, taking on liability that most advisors won't. It manages plans ranging from solo practices to large corporate sponsors across professional services, manufacturing, nonprofit, and healthcare, and is known for high-touch employee engagement, including one-on-one enrollments, in-person education, and on-site events, rather than a passive paperwork-and-login approach. Team culture centers on ownership and a genuine "figure-it-out" mentality. Leadership invests heavily in its people through continuing education, sales coaching, conferences, and professional development, and is genuinely open to new ideas, tools, and resources that help the team be more effective. The team works out of a single Rochester office, with the flexibility this role naturally requires for time in the field and gathers periodically for team trips and events. Key Responsibilities • Build and execute a personal business plan and outbound prospecting strategy targeting CFOs, CEOs, business owners, and HR leaders to win new 401(k) plan relationships., • Develop and manage a full sales pipeline from first conversation through signed plan, tracking activity and progress in the firm's CRM., • Source opportunities through a mix of proactive outreach, networking, referrals, and centers of influence, opening both cold and warm conversations with prospective plan sponsors., • Present the firm's fiduciary protection, plan design, and employee-engagement value proposition to decision-makers, positioning it against competing providers and advisors., • Manage a long, consultative sales cycle, staying engaged with prospects over months without losing momentum or discipline., • Partner with the firm's marketing lead on outreach strategy, campaigns, and client-facing collateral and events., • Coordinate with the fiduciary, HR support, and education and enrollment specialists to ensure a smooth handoff once a plan signs, staying engaged through custodian conversion and employee rollout before returning to new business development., • Help shape and refine the sales process itself, including the target list, outreach cadence, and CRM workflows, as the first person to own this function full time., • Track and report pipeline activity and progress toward annual new-plan revenue targets., • Stay current on retirement plan trends, competitive offerings, and prospects' business needs to sharpen outreach and positioning. What We're Looking For • 5 to 10 years of B2B sales experience with a demonstrated record of prospecting, opening new doors, and closing new business, not primarily managing existing or inbound relationships., • Comfortable with a long, unpredictable sales cycle where activity and results don't always track together in the short term., • Self-directed, with the ability to build and run a personal pipeline and process without close day-to-day sales management., • Strong at opening conversations with CFOs, CEOs, business owners, and HR leaders., • A track record of growth, promotion, or increasing responsibility over the course of your career., • Bachelor's degree preferred; a strong, demonstrated sales record can outweigh the degree requirement., • Comfortable operating in a non-licensed, non-advisory capacity, building relationships and opening doors rather than giving investment advice or serving as advisor of record. Bonus Points If You Have: • A background in payroll, benefits brokerage, PEO, HCM, or commercial banking., • Experience selling through networking, referrals, and centers of influence rather than cold outreach alone., • Experience managing a pipeline through a CRM. Compensation and Benefits Base salary $105,000 to $130,000, on-target earnings: $170,000 to $200,000, growing beyond that as your trail builds year over year. Full benefits package. Equal Opportunity Relay Recruiting is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable law.

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