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Job DescriptionLocation:527 Chartiers Avenue - Pittsburgh, Pennsylvania 15136. Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship., • Acts as a resource to identify and resolve more complex client servicing issues., • Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs., • Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines., • Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence., • Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education • High School Diploma GED, or equivalent business experience (required). Work Experience • Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)., • Experienced in cash handling. (required)., • General understanding of PC with Windows based applications and calculator. (required)., • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required). Licenses and Certifications • Notary License within 180 Days (preferred). Skills • Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions., • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking)., • Strong work ethic and high level of integrity., • Excellent time management skills., • Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies., • Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients., • Educating clients on financial concepts, products, and services to empower them to make informed decisions., • Developing trust and rapport with clients through consistent, personalized interactions and effective communication., • Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations., • Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships., • Ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. Work Location Category • Office-Based. COMPENSATION AND BENEFITSThis position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 11/13/2026. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor within PNC's Wealth Management organization, you will be based in the Greater Philadelphia Area. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate., • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently., • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed., • Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity., • Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Description Investment Associate (Experienced) reposted 3/13/26 Innovation Works | Pittsburgh, PA About Innovation Works Innovation Works (IW) is one of the nation’s most active early-stage investors and a key driver of the Pittsburgh region’s startup ecosystem. Through direct investments, venture funds, and strategic support, IW helps launch and scale high-growth technology companies. IW also manages Riverfront Ventures (RFV), a venture capital fund focused on supporting promising startups and accelerating regional innovation. The Role Innovation Works is seeking a mid-level Investment Associate to support the firm’s investment activities across its early-stage portfolio and venture fund operations. This role is ideal for a highly analytical professional who is passionate about startups, venture investing, and emerging technologies. The Investment Associate works closely with the CEO and Senior Investment Associate to evaluate new investment opportunities, manage portfolio data and reporting, coordinate diligence processes, and support investor engagement. The role offers broad exposure to venture investing and the opportunity to work with founders, investors, and ecosystem partners shaping the future of the Pittsburgh technology economy. Key Responsibilities Deal Flow & Investment Diligence • Conduct market research, competitive landscape analysis, and preliminary investment evaluation., • Support diligence processes, including document review, reference calls, and financial analysis., • Prepare internal investment summaries and materials for Investment Committee discussions., • Participate in founder meetings and assist in follow-up diligence and analysis. Portfolio Operations & Reporting • Maintain accurate portfolio and investment data in Salesforce., • Track follow-on investment activity and company performance metrics., • Support quarterly reporting processes for Riverfront Ventures., • Assist with annual portfolio valuations in coordination with external auditors. Investment Operations • Prepare materials and documentation for Investment Committee meetings., • Take meeting minutes and ensure proper documentation and follow-up., • Coordinate scheduling of founder presentations and diligence discussions. Investor Relations & Ecosystem Engagement • Maintain investor CRM records and support outreach to potential co-investors., • Assist in preparing materials for investor meetings and ecosystem engagements., • Coordinate logistics for investor events and venture ecosystem programming. Data & Market Research • Conduct market research and sector analysis to support investment evaluation., • Assist with the preparation of IW’s annual Investment Landscape Report., • Maintain datasets related to regional venture financing activity and portfolio performance. Qualifications • 3–5 years of experience in venture capital, investment banking, private equity, consulting, finance, or other analytical roles., • Strong analytical and financial modeling skills; advanced Excel proficiency preferred., • Experience working with startups or early-stage companies strongly preferred., • Familiarity with venture capital financing structures and startup ecosystems., • Experience with CRM systems such as Salesforce is a plus., • Excellent written and verbal communication skills. What We’re Looking For • Strong intellectual curiosity about technology, startups, and venture investing., • Highly organized with exceptional attention to detail., • Ability to manage multiple priorities in a fast-paced environment., • Proactive, self-directed work style with strong ownership of projects., • Collaborative mindset and high level of personal integrity. Why Join Innovation Works This role provides a unique opportunity to work at the center of one of the country’s most dynamic regional innovation ecosystems. The Investment Associate will gain hands-on exposure to venture investing, support the growth of breakthrough startups, and contribute to the continued development of Pittsburgh as a national technology hub. Equal Opportunity Employer Innovation Works, Inc. is an equal opportunity employer committed to creating a respectful and welcoming workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status. All employment decisions are based on qualifications, merit, and business needs. Powered by JazzHR NShmfMu2qM

Job Description Data Engineer – Azure Databricks Contract-to-Hire Pittsburgh, PA – Onsite Job ID J0726-0569 Visa : USC, GC, EAD (No Sponsorship) Position Overview • Seeking an experienced Data Engineer to join a high-performing data engineering team responsible for building modern, cloud-native data platforms on Microsoft Azure., • This role will focus on designing and implementing scalable, secure, and high-performance data solutions using Azure Databricks, Apache Spark, PySpark, SQL, Delta Lake, and Unity Catalog. The position requires strong expertise in enterprise data governance, metadata management, security, and access control within the Investment Banking, Securities, or Capital Markets domain., • The ideal candidate is passionate about cloud data engineering, enjoys solving complex data challenges, and thrives in a collaborative Agile environment. Required Competencies Competency Importance Proficiency Level, • Apache Spark, • Required, • Expert, • Microsoft Azure, • Required, • Advanced, • Investment Banking and Securities, • Required, • Advanced, • Structured Query Language – SQL, • Required, • Expert, • Unity Catalog, • Required, • Advanced, • Databricks, • Required, • ExpertKey Responsibilities, • Design, develop, and maintain scalable data pipelines using Azure Databricks., • Build and optimize ETL and ELT workflows using PySpark, SQL, Apache Spark, and Delta Lake., • Implement and manage Unity Catalog for enterprise data governance, metadata management, security, and fine-grained access control., • Develop cloud-native data engineering solutions on the Microsoft Azure platform., • Collaborate with architects, business analysts, and cross-functional teams to translate business requirements into technical solutions., • Optimize Spark jobs and data pipelines for performance, scalability, and cost efficiency., • Ensure data quality, reliability, governance, and regulatory compliance through validation, monitoring, and engineering best practices., • Support production deployments, troubleshooting, root-cause analysis, and performance tuning., • Participate in code reviews, technical documentation, and continuous improvement initiatives., • Apply cloud data engineering, security, CI/CD, and DevOps best practices within Azure environments.Required Qualifications, • 8+ years of overall data engineering or related technology experience preferred., • Minimum 5 years of hands-on Azure Databricks experience., • Mandatory hands-on experience implementing and managing Unity Catalog., • Expert-level experience with Apache Spark, PySpark, and SQL., • Strong experience developing enterprise-scale data engineering solutions on Microsoft Azure., • Strong experience with Delta Lake, ETL/ELT development, and data pipeline implementation., • Experience with Azure Data Factory and Azure Data Lake Storage Gen2., • Strong knowledge of the Microsoft Azure data ecosystem., • Strong understanding of data governance, metadata management, data security, and access control., • Mandatory experience within Investment Banking, Securities, or Capital Markets., • Experience using Git and implementing CI/CD practices., • Experience working in Agile/Scrum delivery environments., • Excellent analytical, communication, and problem-solving skills., • Must be willing to work onsite in Pittsburgh, PA., • Must be willing and eligible to convert to full-time employment after six months.Preferred Qualifications, • Databricks Certified Data Engineer Associate or Professional certification., • Microsoft Certified Azure Data Engineer Associate, DP-203., • Experience with Infrastructure as Code using Terraform or Bicep., • Experience implementing DevOps practices for Azure Databricks environments., • Familiarity with Microsoft Purview or Azure Purview. #M1 #DI-CB2 #L1 - KB1 Ref: #404-IT Pittsburgh

Job Description WEALTH MANAGEMENT ADVISOR TRAINING PROGRAM GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own. THIS CAREER OFFERS YOU: • Stipends for training and licensing to help you get started., • The ability to positively impact someone else's life., • Personalized mentoring and award-winning training programs., • Backing by Northwestern Mutual, an industry leader with a proven track record of success. CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you: • You know how to connect with people, building personal, trusted relationships., • Financial planning is interesting to you., • You’re a driven person who’s committed to succeeding., • You’re ready to earn more for your hard work., • You enjoy helping people make more informed, confident decisions., • You're ready to live the life you want, both personally and professionally. A CAREER WITH ENDLESS OPPORTUNITIES This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $50,000 in their first year, and there is potential for much more. What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like. INCOME GROWTH OPPORTUNITY: Average vs Top 25% Year 1 | $52,000 - $106,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000 Beyond income, you'll also have access to a comprehensive benefits package: • Comprehensive medical insurance, • Two pension plans, • Life and disability insurance, • Health care and dependent care reimbursement accounts, • Reimbursement for licensing and ongoing education We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter. keywords: top 10, top 100, top producer, president's club, revenue producer, account executive, sales rep, sales consultant, business development, account development, sales executive, sales associate, account manager, sales, account manager, sales rep, outside sales, inside sales, business development, sales executive, marketing executive, salesman, account manager, sales coordinator, sales associate, logistics, attorney, business development, banking, finance, loans, bank, sports, sports marketing, sales, selling, coachability, strong motivation, competitive nature, organizational skills, rejection tolerance, communication skills, aptitude in building rapport, ability to grasp customer requirements, ability to work independently and take initiatives, sales rep, sales advisor, sales manager, b2b,b2c, marketing, lawyer, logistics, sales management, sales, director, inside sales rep, account manager, account executive, sales associate, fortune 100, fortune 500, top training program, top training and development * Financial Representative | Financial Advisor | Wealth Management Advisor * ABOUT NORTHWESTERN MUTUAL Northwestern Mutual has been helping families and businesses achieve financial security for 160+ years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services. Recent Awards and Accolades: -FORTUNE® 90 (FORTUNE® 500) -One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2017) -Best Places to Work #67 (Glassdoor, 2018) -Highest Rated CEO's (Glassdoor, 2017) -50 Best Companies for Diversity (Black Enterprise Magazine, 2016) -50 Best Companies to Sell For (Selling Power Magazine, 2016) Job Type: Full-time Salary: $52,000.00 to $106,000.00/year

Operations Support Associate We're seeking a detail-oriented Operations Support Associate to join a dynamic financial services team supporting Investment Management and Banking operations. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, has strong organizational skills, and is passionate about delivering exceptional client service. Key Responsibilities: • Support multiple operations teams throughout the lifecycle of client accounts., • Process and review sensitive client information across multiple systems with a high degree of accuracy., • Perform data entry and validate critical financial information., • Assist with cash activity processing, investment management statement support, and remote check deposit operations., • Provide operational and project support for wealth management clients., • Ensure compliance with internal policies, procedures, and service standards. Qualifications: • Strong attention to detail and commitment to accuracy., • Excellent written and verbal communication skills with a client-focused mindset., • Proficiency with Microsoft Office, including Excel, Word, and Outlook., • Ability to prioritize multiple tasks in a fast-paced, deadline-driven environment., • Strong organizational and time management skills., • Self-motivated with the ability to work both independently and collaboratively. Preferred Education: • Bachelor's degree preferred; recent graduates are encouraged to apply. If you're looking to launch or grow your career in financial operations with a collaborative team, we'd love to hear from you.

Title: Finance Associate Location: Pittsburgh PA Duration: 6 months Job Title: Financial Services / Accounting Analyst Job Summary The client is seeking a detail-oriented professional with experience in financial services and accounting. The ideal candidate will have a strong understanding of financial processes, excellent attention to detail, and experience performing data entry and maintaining accurate records. Key Responsibilities • Perform data entry and maintain accurate financial and accounting records., • Review, validate, and update financial information in internal systems., • Support daily accounting and financial services operations., • Process and maintain financial documents, records, and transactions., • Reconcile and verify data to identify discrepancies or errors., • Perform research and follow established financial and accounting procedures., • Maintain spreadsheets, reports, and databases using MS Excel and other MS Office tools., • Assist with reporting, documentation, and other administrative activities related to financial operations., • Ensure accuracy, completeness, and confidentiality of financial information., • Collaborate with internal teams to resolve data or transaction-related issues. Required Qualifications • Bachelor’s degree in Accounting, Finance, Business, or a related field., • Previous experience in financial services and/or accounting., • Hands-on experience with data entry and maintaining accurate records., • Strong attention to detail and accuracy., • Good analytical and problem-solving skills., • Proficiency with MS Excel and MS Office., • Ability to work with large volumes of financial data and follow established processes and procedures., • Strong written and verbal communication skills. Preferred Background Candidates with experience in the following areas are encouraged to apply: • Banking or financial services, • Accounting operations, • Fund accounting, • Asset servicing, • Investment operations, • Reconciliation, • Transaction processing, • Financial data entry, • Accounts payable/receivable, • General ledger or accounting support Ideal Candidate The ideal candidate is a Finance/Accounting graduate with hands-on financial services experience, strong data-entry skills, and a high level of attention to detail. Candidates who have worked in banking, investment operations, accounting, or financial data processing environments would be a strong fit. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit _. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

The Cash Manager is responsible for managing and optimizing the company’s cash flow, banking relationships, and liquidity. This role oversees daily cash operations, monitors bank accounts, manages short-term investments and borrowings, and ensures compliance with internal controls and corporate policies. The Cash Manager will also support treasury forecasting, intercompany funding, and reporting to management and headquarters. THE NON-ESSENTIAL FUNCTIONS OF THE POSITION INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: -Manage daily cash inflows and outflows, including vendor payments, customer collections, and internal fund transfers. -Perform daily cash reconciliation between bank accounts and SAP records to ensure accuracy of postings. -Review and approve payment runs (e.g., vendor, payroll, tax, intercompany) in accordance with company policy. -Prepare daily cash summary reports, reflecting actual balances, pending payments, and available liquidity. -Conduct end-of-day cash closing to confirm that all bank transactions, disbursements, and receipts are properly recorded and reconciled. -Manage the company’s credit facilities, including lines of credit, term loans, letters of credit and intercompany borrowings. -Track loan balances, interest accruals, and repayment schedules to ensure timely payments. -Coordinate loan drawdowns and repayments based on cash flow requirements. -Support negotiation of new credit lines or refinancing as needed. • Prepare and update monthly/quarterly/yearly cash flow forecasts., • Analyze actual vs. forecasted cash flow and explain variances., • Report cash position, credit lines, and investment balances to management and headquarters. Internal Controls & Compliance • Implement and maintain treasury-related internal controls (e.g., dual approvals, segregation of duties)., • Support compliance with SOX/internal control requirements and audit requests., • Ensure proper authorization for wire transfers, intercompany loans, and payments. THE DESCRIPTION ABOVE REPRESENTS THE MOST SIGNIFICANT ESSENTIAL DUTIES OF THE JOB BUT DOES NOT EXCLUDE OTHER OCCASIONAL WORK ASSIGNMENTS NOT MENTIONED. EDUCATION/SPECIAL SKILLS/EXPERIENCE/TRAINING: • Bachelor’s degree in Finance, Accounting, Economics, or related field, • 5+ years of experience in treasury, cash management, or corporate finance., • Proficiency with SAP and Excel, • Firm banking experience preferred, • Strong analytical, problem-solving, and organizational skills., • Excellent attention to detail and accuracy., • Solid understanding of banking operations, cash flow forecasting, and FX exposure., • Effective communication and cross-functional collaboration skills., • Advanced Excel skills and familiarity with financial modeling. PHYSICAL/MENTAL CHARACTERISTICS OF THE POSITION AND ENVIRONMENTAL FACTORS OF THE WORKPLACE: • Ability to self-control under pressure and fast-paced work-environment, • Ability to meet required deadline, • Ability to build trusty and co-operative relationship with suppliers, customers, co-workers, and management team HICO America provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Location: Pittsburgh, PA We are looking for a Financial Operations Analyst to provide support to our Registered Investment Advisor (RIA) clients with brokerage account services and assistance navigating platform tools. RIAs are fiduciary firms that deliver investment advice and are obligated to act in their clients’ best interests. This position is well-suited for an individual who excels in a client-focused financial services setting and takes pride in resolving detailed requests with accuracy, professionalism, and care. In this role, you will act as a primary contact for existing RIA clients, supporting new account setups, fund transfers, and ongoing account servicing. Responsibilities include responding to phone and email inquiries, sometimes over the course of several days, to ensure each matter is fully resolved while maintaining a high standard of service. Key Responsibilities • Support Registered Investment Advisor (RIA) clients with new brokerage account openings, fund transfer processing, and maintenance of current accounts, • Respond to inbound phone calls and email requests from existing clients in a timely and professional manner, • Assist clients in navigating brokerage platforms and online tools to ensure proper usage and issue resolution, • Oversee multiple active client cases at once with strong attention to organization, follow-up, and accurate documentation, • Develop trusted client relationships through clear, patient, and service-focused communication Qualifications • Education or professional background in Financial Services (brokerage, securities, or retail banking preferred), • Strong analytical abilities and capability to manage complex situations, • Excellent organizational and time-management skills, • Ability to manage a high volume of phone and email interactions, • Proficiency in Microsoft Office applications (Outlook, Excel, Word, etc.) Preferred Experience • Experience within the brokerage or securities industry, • Previous experience supporting Independent RIA (Registered Investment Advisor) firms, • Knowledge of new account processing and account transfers, • Background in retail banking or trust banking environments

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). This role is full-time and onsite. What You Will Do: • Act as a liaison between the registered representatives and their clients., • Answer phones, schedule appointments, and prepare materials for client meetings., • Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients., • Prepare and complete client paperwork and follow up tasks to support registered representative., • Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met., • Organize client events and follow up tasks., • Maintain client records and retention management within corporate requirements., • Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews)., • Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met., • Educate clients on account services, capabilities, and new technology., • Complete required corporate training on new technologies and follow implementation guidelines., • Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner., • Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes. What You Will Have: • High School Diploma or GED, • Experience in an administrative or customer service role, • Strong time management skills, • Excellent written and verbal communication skills, • Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs What is Nice to Have: • Previous experience in assisting Registered Representatives/Financial Advisors, • Financial services and/or banking background, • Bachelor’s degree in Finance, Business, Marketing, or Communications, • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment, • Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors, • Self-starter, productive, works well with a team and independently, • Professional and positive attitude, friendly demeanor both in-person and by telephone, • Trustworthy; uses discretion with confidential information, • Listens well to instruction and consistently retains details The base annual salary range for this role is $17.80-$22.60. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship., • Easy access to mental health benefits to meet our team members and their families where they are., • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities., • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years., • Paid parental leave to support all team members with birth, adoption, and foster., • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more., • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: _® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "" refers to the network of independent retail firms encompassing, among others, , (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as or _. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our _ for further details on what information we collect and the purposes for collection.

STEELPOINT CAPITAL HOLDINGS FP&A Lead (Senior Financial Analyst, Financial Planning & Analysis) Platform Finance · In Office at Boyce Plaza · Reports to Chief Financial Officer Is This You... • Two to four+ years into your career in banking, corporate finance, or public accounting and hungry for a seat where your work changes decisions?, • The person who builds the model everyone else on the team ends up using., • Curious about how a real estate portfolio, a lending business, and a services company make money, and how the numbers fit together?, • Fluent in financial modeling and eager to be fluent in Power BI, SQL and specifically AI tools?, • Tired of the audit side and ready for the business side, without giving up the rigor? About The Role SteelPoint Capital Holdings is a Pittsburgh based family of companies spanning real estate investment, private capital lending (Loans for Landlords), real estate property management, accounting and advisory services, marketing, and a growing private capital platform. We are scaling quickly, we run on EOS, and we hold ourselves to a standard of institutional quality reporting and controls while keeping the speed and heart of a founder led business. The FP&A Lead is the analytical engine of the Finance team. You report to the Chief Financial Officer, and you own budgeting, forecasting, management reporting, KPI dashboards and the financial analysis behind our biggest decisions. The Controller owns the accuracy of the historical numbers; you own what they mean and what happens next. This is a build seat. Our reporting is good, and it needs to be great. You will build the 2027 budget, stand up the KPI dashboards our leadership team runs on, and lead our financial AI initiatives. You will present to the CEO, President, and CFO regularly and you will see your analysis turn into action quickly. What You'll Own Management Reporting • Produce the monthly management reporting package for the CEO, President, CFO, and leadership team: consolidated and by company, with written variance commentary that explains the why., • Own the monthly and quarterly board and investor level financial summaries and presentations., • Turn the Controller's closed numbers into insight within three business days of close. Budgeting and Forecasting • Build and own the annual budget for every operating company. The 2027 budget is your first major deliverable., • Maintain a rolling 12 month forecast updated monthly with the close., • Build the models behind capital raises, new lending products, acquisitions and hiring decisions., • Own headcount planning with HR and the CFO. KPIs, Dashboards and Data • Define and maintain the KPI set for each company and the platform: loan originations and portfolio performance, investor capital, real estate occupancy and NOI, services margin, and Customer Acquisition Cost analysis., • Build and own Power BI dashboards fed by QuickBooks Online, our lending platform, InvestNext, Hemlane, and other operating softwares., • Own the data pipelines and definitions so every number has one source of truth. Financial AI Initiative • Lead the Finance team's adoption of AI tools., • Deliver one measurable AI win per quarter as a company rock: automated variance commentary, forecast drafting, dashboard narration or similar., • Document and train the team on what works. Decision Support • Be the analyst in the room for pricing, capital allocation and investment decisions., • Run scenario analysis on interest rates, deployment pace, fundraising outcomes, and expense plans., • Answer the question behind the question. Who You Are • Two to four years of experience in an investment banking or corporate finance rotation, an FP&A seat, or public accounting audit at the senior level., • Advanced Excel and/or AI modeling. You build three statement models, and you can explain every driver., • Working knowledge of accrual accounting and financial statements. CPA or CFA progress is a plus, not a requirement., • Power BI, SQL or Python experience is a strong plus. Willingness to learn them is required., • You write clearly. Your variance commentary reads like a memo, not a data dump., • Predictive Index profiles such as Analyzer, Strategist or Scholar are typical of people who thrive in this seat., • You want to grow. This seat is designed to become Director of Finance for the person who earns it., • People who thrive here often come from a bank or corporate finance development rotation, a Big Four or regional public accounting audit senior role who wanted to move to the business side, or an FP&A analyst seat at a growing company. Why Join Us • You will build the reporting and planning function of a multi company platform from the ground up, with the CFO as your direct mentor., • You will present to the CEO and see your work turn into decisions the same week., • You will lead our financial AI initiative and build skills that will define the next decade of finance careers., • Clear path to Director of Finance., • Health, dental and vision benefits, retirement benefits, paid time off and a team that will have your back. Compensation Base salary of $75,000 to $100,000+ depending on experience, plus a performance bonus tied to budget delivery, reporting timeliness and AI initiative milestones. Support for CPA or CFA continuation. Our Core Values Let's Go!: We move with urgency and energy. We would rather act, learn and adjust than wait for perfect. Extreme Ownership: No excuses, no finger pointing. If it touches your seat, you own the outcome. We Got Your Back: We show up for each other, cover the gaps and celebrate the wins together. Lead with Heart: We care about people first. Investors, borrowers, tenants, clients and teammates. If you have ever finished an audit and thought, I would rather be the one running this business, this seat was built for you. This is a role for someone who wants to be excellent early, not someone looking for a quiet analyst seat. Experience • Two to four+ years in banking, corporate finance, FP&A or public accounting., • Advanced Excel and financial modeling or AI related modeling., • Bachelor's degree in finance, accounting or economics preferred., • Power BI, SQL or Python a plus. Location In office at Boyce Plaza, Upper St. Clair, Pennsylvania. This is not a remote role.

Job DescriptionWhat We Do Gecko Robotics is helping the world’s most important organizations ensure the availability, reliability, and sustainability of critical infrastructure. Gecko's complete and connected solutions combine wall-climbing robots, industry-leading sensors, and an AI-powered data platform to provide customers with a unique window into the current and future health of their physical assets. This enables real-time decision making to increase the efficiency and safety of operations, promote mission readiness, and protect the environment and civilization from the effects of infrastructure failure. Role At A Glance We’re looking for an FP&A Manager to own financial planning and performance reporting and help Gecko decide where and how to invest. Reporting to the VP Finance, you will partner with business leaders to build forecasts, challenge assumptions, and turn analysis into clear recommendations on growth, profitability, and cash needs. You will also improve the planning and reporting processes that support our next stage of growth. This is a hands-on individual contributor role with no direct reports, supporting a business that combines robotics, software, and field operations. What You Will Do Own the annual budget, rolling forecasts, and long-range plan, bringing together business inputs in an integrated model covering revenue, gross margin, headcount, spending, and cash flow. Partner with commercial and operations teams to forecast revenue and cash from sales opportunities, signed contracts, deployment schedules, and delivery capacity, clearly explaining timing assumptions and risks. Lead monthly financial reviews, explain results against plan, separate timing differences from underlying trends, and agree on actions with business owners. Analyze profitability by customer, contract, and offering, including delivery costs, costs to complete remaining work, scope and schedule risks, and team and equipment utilization. Build scenarios to guide hiring, pricing, spending, and capital investments, weighing returns, payback periods, and cash needs against growth and profitability goals. Prepare financial analyses, KPI dashboards, and commentary for leadership, the board, and investors, explaining results, risks, and the outlook. Partner with Accounting to reconcile actual results and understand revenue and cost treatment; improve planning tools and automate reporting while preserving financial controls and traceability. Support the VP Finance on fundraising through funding scenarios, financial models, investor materials, data room preparation, and due diligence, keeping assumptions consistent across forecasts and investor communications. Support M&A through valuations, acquisition models, and assessments of strategic and financial fit; review earnings quality, working capital, and integration costs, and track post-close results against the investment case. About You Required Skills 7+ years of relevant experience in FP&A, strategic finance, corporate finance, investment banking, private equity, or venture capital, with the ability to own planning and reporting in an operating business. A bachelor’s degree in finance, accounting, economics, or a related field, or equivalent practical experience. Strong financial modeling and analysis skills and advanced Excel or Google Sheets proficiency, including building forecasts from operating drivers, connecting the income statement, balance sheet, and cash flow, and clearly explaining assumptions. A solid understanding of accounting and financial statements, including how bookings, recognized revenue, billing, and cash collection differ. Experience working with business leaders to challenge assumptions, evaluate tradeoffs, and make decisions, with clear communication across financial and nonfinancial audiences. Ability to work with incomplete data, build practical processes, and manage competing deadlines with accuracy and follow-through. Preferred Skills Finance experience at a growing technology company, particularly one combining software, hardware, and services or delivering complex customer projects Exposure to contract or project profitability, field operations, capacity planning, or government and industrial customers Experience improving planning systems or using SQL, business intelligence, automation, or AI tools in finance, with appropriate checks for accuracy Experience supporting fundraising, M&A, financial due diligence, or board and investor reporting Who We Are At Gecko, our people are our greatest investment. In addition to competitive compensation packages, we offer company equity, 401(k) matching, gender-neutral parental leave, full medical, dental, and vision insurance, mental health, ongoing professional development, family planning assistance, and flexible paid time off. Gecko values collaboration, innovation, and partnership, and we believe we do our best work when we're together in person. We’re an office-first culture but understand that sometimes you may need to work from home. Many people are in the office five days a week, others need a bit more flexibility. Ultimately, we care about the outcomes we achieve - and creating a culture of autonomy and trust that enables that impact. Gecko is committed to creating a culture of inclusion and belonging, and we are proud to be an equal opportunity employer. We believe it is our collective responsibility to uphold these values and encourage candidates from all backgrounds to join us in our mission to protect today’s infrastructure and give form to tomorrow’s. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, veteran status, age, or any other protected characteristic per federal, state, or local law. If you are passionate about what you do and want to use your talents to support our critical mission, we’d love to hear from you. Compensation Range: $175K - $226K

Job Description POSITION SUMMARY The Director of Finance serves as the chief financial officer for the Township and is responsible for all financial operations including accounting, budgeting, financial planning, treasury and investment management, debt management, and financial reporting. This role involves performing complex supervisory, professional, and administrative functions to ensure the accuracy, transparency, and efficiency of the Township’s fiscal management. The Director works under the broad policy direction of the Township Manager and Assistant Township Manager, exercising considerable initiative, independent judgment, and leadership. Work is performed during regularly scheduled hours and may require additional hours as needed. This position is classified as exempt under the Fair Labor Standards Act. ESSENTIAL DUTIES AND RESPONSIBILITIES Department Leadership and Management: • Supervision: Lead, manage, and develop Finance Department staff by providing mentoring, professional development, and training while fostering culture of accountability and collaboration., • Policy & Procedure Development: Establish, implement, and maintain sound financial policies, procedures, and internal controls to safeguard the Township’s assets and ensure the integrity of fiscal operations., • Strategic Guidance: Serve as a primary financial advisor to the Township Manager and Board of Commissioners, providing expert advice on fiscal matters, financial trends, and long-term financial planning., • Interdepartmental Collaboration: Work closely with other department heads to assist with their budget preparation, financial and policy compliance, and promote interdepartmental cooperation., • Customer Service: Oversee the department's role in providing excellent financial information and customer service to the public, vendors, and other stakeholders. Budget Administration & Financial Planning: • Budget Development: Direct and oversee the Township’s annual budget process, including development of the 5-year Capital Improvement Program, Long-Term Financial Plan, and budgets for twelve individual funds. This includes working with all departments to gather and evaluate requests, performing technical reviews, and consolidating information., • Budget Timeline: Ensure the timing of the budget process complies with the timeline outlined in the Township Code., • Financial Forecasting: Conduct financial analysis and forecasting, including multi-year revenue and expenditure projections, to inform long-term strategic planning., • Budgetary Control: Monitor and analyze revenues and expenditures on an ongoing basis, ensuring all departments operate within their authorized budgetary limits. Accounting, Auditing, and Financial Reporting: • Financial Records: Maintain an accurate general ledger and all financial records in accordance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) standards., • Financial Statements: Prepare and publish the Township’s annual financial statements, including the Annual Comprehensive Financial Report (ACFR). Make the required financial statement filings with the appropriate agencies (Pennsylvania DCED, GFOA, MSRB)., • Financial Reporting: Prepare and present monthly, annual, and ad-hoc financial reports to the Township Manager and Board of Commissioners, including budget-to-actual comparisons and special analyses., • Auditing: Coordinate and manage the process for all external audits, including the annual independent financial audit, grant audits, compliance audits, and any other examinations of the Township’s financial records. Serve as the primary liaison with external auditors. Prepare and provide all necessary documentation and information to ensure timely and successful audits. Direct and conduct internal audits as necessary., • Internal Controls: Establish and enforce strong internal controls to safeguard Township assets and ensure fiscal integrity., • Grant Management: Administer and ensure compliance with all spending and financial reporting requirements for federal, state, local, and other grants. Treasury & Investment Management: • Cash Management: Oversee all cash management functions, including liquidity analyses and the processing of all deposits and disbursements., • Investment Management: Ensure the proper execution of the investment program in accordance with the Township’s investment policy and applicable state laws, prioritizing safety, liquidity, and yield., • Banking Relations: Serve as the primary contact for all relationships with banks and other financial institutions. Debt Administration & Management: • Debt Service: Oversee the administration and timely payment of all municipal debt obligations, including bonds, notes, and leases., • Debt Issuance: Advise on the issuance of new debt for capital projects. Work with financial advisors and bond counsel, securing the most favorable terms., • Compliance: Ensure the Township remains in full compliance with all debt covenants and reporting requirements including continuing disclosure filings through the Municipal Securities Rulemaking Board (MSRB)., • Bond Rating: Act as the primary contact for bond rating agencies. Prepare and present the Township’s financial data and operational highlights to secure and maintain favorable credit ratings. Additional Responsibilities: • Accounts Payable (AP): Oversee the accounts payable function, ensuring the accuracy, proper authorization, and timely payment of all invoices. Maintain an AP payments program that ensures the safety Township funds., • Tax Collection: Oversee the billing and collection of all Township taxes by the third-party Tax Collector. Ensure the timely recording and security of all taxes received., • Pension Administration: Oversee the administration of the Township’s retirement plans including the Defined Benefit (DB) and Defined Contribution (DC) pension plans. This includes managing required employer and employee contributions, coordinating with the actuary and investment advisors, and ensuring compliance with state and federal regulations., • Purchasing: Manage the Township’s procurement and purchasing functions, ensuring compliance with internal purchasing policies, the Township Code, and other applicable laws., • Payroll: Supervise the payroll function, including the preparation of payroll, payment of employees, handling of various payroll withholdings, and payment and filing of payroll-related taxes., • Fixed Assets: Maintain a detailed inventory of the Township’s fixed assets., • Risk Management: Assist in the development and administration of the Township’s risk management and insurance programs., • Other Duties: Performs other duties as assigned by the Township Manager and Assistant Township Manager. QUALIFICATION REQUIREMENTS Knowledge and Requirements • Comprehensive knowledge of governmental accounting principles, practices, and procedures., • Strong understanding of financial management, internal controls, auditing, and public finance., • Proficiency with financial management systems, office automation, and related technology., • Knowledge of payroll administration, purchasing, and accounts payable processes., • Familiarity with GAAFR, GAAP, and GASB standards., • Exceptional analytical and problem-solving skills with attention to accuracy and detail., • Proven ability to plan, organize, and manage multiple priorities effectively., • Strong leadership and supervisory skills with ability to motivate and develop staff., • Excellent communication skills, both verbal and written, with ability to present complex financial information clearly., • Ability to work collaboratively with Township staff, elected officials, outside agencies, and the public., • Commitment to integrity, confidentiality, and ethical standards in financial management., • Must be able to work on-site during scheduled hours, as this role requires in-person collaboration and access to office resources. Experience and Training A combination of experience and education will be considered. • Bachelor’s degree in accounting, finance, business administration, public administration, or related field required., • Master’s degree in Public Administration, Finance, or Business Administration, or designation as a Certified Public Finance Officer (CPFO) or Certified Public Accountant (CPA) preferred., • Minimum of five (5) years of progressively responsible financial management experience, preferably in municipal or governmental finance. TOOLS AND EQUIPMENT • Personal computer and financial management software., • Spreadsheet, word processing, and database applications., • Standard office equipment (telephone, copier, fax machine, scanner, calculator, etc.). PHYSICAL DEMANDS • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions., • Frequent sitting, talking, and hearing; occasional walking and reaching., • Regular use of hands for computer and office equipment., • Occasionally required to lift and/or move up to 25 pounds., • Vision requirements include close vision and ability to adjust focus. WORK ENVIRONMENT • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions., • Typically, quiet office setting with occasional outdoor fieldwork. SELECTION GUIDELINES • Formal application, review of education and experience, oral interview, reference checks, and job-related testing (if required). The duties listed above are illustrative and not all inclusive. Additional duties may be assigned as needed. The job description does not constitute an employment agreement and may be amended as organizational needs evolve. USC Job Grade 11

Job Description Job Summary: The Vendor and Contract Manager is a mid-level position supporting NewEdge Capital Group’s (“NECG”) Vendor Management processes by coordinating and monitoring all aspects of the vendor lifecycle from onboarding through ongoing oversight and termination. This role resides within Legal and will collaborate closely with Accounting and Compliance to ensure timely processing, accuracy, and documentation of vendor due diligence, aligning with regulatory requirements and internal policies. The Vendor and Contract Manager will serve as the primary point of coordination for vendor intake, status tracking, and oversight of all vendor relationships. The Vendor and Contract Manager will actively manage the contract lifecycle process, responsible for reviewing vendor contracts to identify risk, ensuring compliance with internal policies and requirements, escalating issues to Legal counsel as appropriate, and ensuring contracts are properly executed and stored. The ideal candidate will bring experience from a mature vendor and contract management environment and leverage that experience to recommend practical improvements, standardize processes, and promote best practices across NECG. This position is an individual contributor with no direct reports. As NECG’s vendor and contract management function evolves, the role has the opportunity to expand in scope and leadership responsibilities. Key Responsibilities: Vendor Onboarding and Intake • Own and maintain the vendor management framework and procedures to ensure alignment with industry’s best practice and organizational needs., • Maintain the vendor management system for completeness and accuracy., • Promptly assign vendor requests, maintaining accurate data in vendor management system., • Review vendor submissions for completeness and promptly communicate “Not in Good Order” (NIGO) items., • Promptly complete vendor due diligence requests, if in good order., • Ensure vendor profiles are accurately established in the vendor management system (e.g., Venminder)., • Coordinate with Finance, Legal, Compliance, and Information-Security to ensure timely completion of due diligence and contracting. Contract Review and Compliance • Coordinate the end-to-end contract administration process from intake through execution, renewal, amendment, and termination., • Assist in developing and maintaining comprehensive vendor contract compliance policies, procedures, and internal controls to ensure adherence to regulatory requirements, corporate governance standards, and industry best practices., • Review incoming vendor contracts for completeness, internal consistency, and conformance with NewEdge's standard contractual requirements, escalating non-standard, missing, or problematic provisions to in-house Legal counsel for resolution., • Ensure that specific vendor contracts contain required provisions under applicable regulatory frameworks, including data security and breach notification obligations under Regulation S-P and related rules governing registered investment advisors and broker-dealers., • Coordinate to maintain and apply a library of standardized contract templates and preferred terms tailored to business needs to guide and facilitate efficient vendor contract review., • Coordinate with in-house Legal counsel to support negotiation of vendor agreements, including preparing redlines, organizing version histories, and managing document distribution., • Confirm all vendor contracts name the correct NewEdge contracting entity based on the services and affiliate structure involved., • Coordinate and control execution of vendor contracts using electronic (e.g. Adobe or DocuSign) or manual signature methods, ensuring signatures are routed only to authorized signatories. Ongoing Oversight • Track and maintain appropriately versioned contracts and other documentation for all active vendors, including subsidiary entities, in a centralized repository. Related to contracts, this includes status, expiration dates, renewal windows, status of active negotiations and redlines, and any other open items through and post execution., • Monitor document life cycle (SOC reports, insurance, BCPs, cybersecurity questionnaires) and initiate renewals 30 days prior to expiration., • Support periodic risk reviews and audits, and ensure evidence of monitoring activities is appropriately stored., • Monitor vendor performance, service-level compliance, and risk exposure throughout the vendor lifecycle., • Identify opportunities for vendor and contract process improvements and support efforts to implement approved changes., • Initiate annual critical vendor assessments., • Monitor contract expiration dates and coordinate timely renewal or termination activities., • Offboard vendors at the end of their lifecycle. Skills & Qualifications: • Bachelor’s degree in business, Finance, Risk Management, Accounting, Legal Studies, or related field, or comparable work experience. Paralegal or procurement background preferred, especially experience in a corporate in-house department or financial services, including banking., • 2 - 7 years’ experience in: risk management, compliance, contract governance, or vendor management in financial services or a regulated industry. Experience with vendor risk management systems and third-party due diligence processes preferred. Comparable experience considered., • Ability to manage multiple requests simultaneously while meeting deadlines., • Experience working within a structured vendor and contract management environment., • Experience working with contract databases, document repositories, electronic signature platforms and ERP or accounting platforms., • Ability to interpret and apply vendor management policies, procedures, and service level agreements (SLAs)., • Skilled in prioritizing work in a high-volume, deadline-driven environment., • Familiarity with vendor risk tiering (critical, high, medium, low) and related oversight requirements., • Strong attention to detail and project coordination skills., • General skills: data entry, communication, attention to detail, analytical, ability to manage multiple projects/responsibilities, and willingness to learn new responsibilities and subject matters., • Strong compliance background and adherence to standards; ability to persuade the business to abide by all vendor and contract controls and identify process or compliance gaps.

W2 Only in Pittsburg , PA , H1B transfer candidate can also Apply Data Engineer - Azure Databricks 📍 Pittsburgh, PA (Onsite 4 Days/Week) 🕒 Contract-to-Hire | W2 Only Must-Have Skills • 5+ years of Azure Databricks, • Strong PySpark / Apache Spark and SQL, • Hands-on Unity Catalog experience (migration experience preferred), • Azure Data Factory (ADF) and ADLS Gen2, • CI/CD, Git, Azure DevOps, • Experience migrating legacy/Hadoop/Hive platforms to Databricks, • Investment Banking / Capital Markets / Securities domain experience Key Responsibilities • Build and optimize scalable data pipelines using Azure Databricks, PySpark, and Delta Lake, • Implement and manage Unity Catalog for governance, security, and access control, • Migrate traditional data platforms to modern Databricks Lakehouse solutions, • Develop cloud-native data engineering solutions on Azure, • Support CI/CD deployments, performance tuning, and production support, • Work closely with business and technical stakeholders in an Agile environment Preferred • Databricks Data Engineer Certification, • Azure Data Engineer (DP-203), • Terraform/Bicep, • Azure Purview Location: Pittsburgh, PA (4 days onsite) Client Domain: Investment/Capital Markets Interview Process: Fast-track, immediate hiring

POSITION SUMMARY \n \n The Director of Finance serves as the chief financial officer for the Township and is responsible for all financial operations including accounting, budgeting, financial planning, treasury and investment management, debt management, and financial reporting. This role involves performing complex supervisory, professional, and administrative functions to ensure the accuracy, transparency, and efficiency of the Township’s fiscal management. \n The Director works under the broad policy direction of the Township Manager and Assistant Township Manager, exercising considerable initiative, independent judgment, and leadership. Work is performed during regularly scheduled hours and may require additional hours as needed. \n \n ESSENTIAL DUTIES AND RESPONSIBILITIES \n \n Department Leadership and Management: \n \n\n • Supervision: Lead, manage, and develop Finance Department staff by providing mentoring, professional development, and training while fostering culture of accountability and collaboration.\n, • Policy & Procedure Development: Establish, implement, and maintain sound financial policies, procedures, and internal controls to safeguard the Township’s assets and ensure the integrity of fiscal operations.\n, • Strategic Guidance: Serve as a primary financial advisor to the Township Manager and Board of Commissioners, providing expert advice on fiscal matters, financial trends, and long-term financial planning.\n, • Interdepartmental Collaboration: Work closely with other department heads to assist with their budget preparation, financial and policy compliance, and promote interdepartmental cooperation.\n, • Customer Service: Oversee the department's role in providing excellent financial information and customer service to the public, vendors, and other stakeholders.\n\n \n Budget Administration & Financial Planning: \n \n\n • Budget Development: Direct and oversee the Township’s annual budget process, including development of the 5-year Capital Improvement Program, Long-Term Financial Plan, and budgets for twelve individual funds. This includes working with all departments to gather and evaluate requests, performing technical reviews, and consolidating information.\n, • Budget Timeline: Ensure the timing of the budget process complies with the timeline outlined in the Township Code.\n, • Financial Forecasting: Conduct financial analysis and forecasting, including multi-year revenue and expenditure projections, to inform long-term strategic planning.\n, • Budgetary Control: Monitor and analyze revenues and expenditures on an ongoing basis, ensuring all departments operate within their authorized budgetary limits.\n\n \n Accounting, Auditing, and Financial Reporting: \n \n\n • Financial Records: Maintain an accurate general ledger and all financial records in accordance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) standards.\n, • Financial Statements: Prepare and publish the Township’s annual financial statements, including the Annual Comprehensive Financial Report (ACFR). Make the required financial statement filings with the appropriate agencies (Pennsylvania DCED, GFOA, MSRB).\n, • Financial Reporting: Prepare and present monthly, annual, and ad-hoc financial reports to the Township Manager and Board of Commissioners, including budget-to-actual comparisons and special analyses.\n, • Auditing: Coordinate and manage the process for all external audits, including the annual independent financial audit, grant audits, compliance audits, and any other examinations of the Township’s financial records. Serve as the primary liaison with external auditors. Prepare and provide all necessary documentation and information to ensure timely and successful audits. Direct and conduct internal audits as necessary.\n, • Internal Controls: Establish and enforce strong internal controls to safeguard Township assets and ensure fiscal integrity.\n, • Grant Management: Administer and ensure compliance with all spending and financial reporting requirements for federal, state, local, and other grants.\n\n \n Treasury & Investment Management: \n \n\n • Cash Management: Oversee all cash management functions, including liquidity analyses and the processing of all deposits and disbursements.\n, • Investment Management: Ensure the proper execution of the investment program in accordance with the Township’s investment policy and applicable state laws, prioritizing safety, liquidity, and yield.\n, • Banking Relations: Serve as the primary contact for all relationships with banks and other financial institutions.\n\n \n Debt Administration & Management: \n \n\n • Debt Service: Oversee the administration and timely payment of all municipal debt obligations, including bonds, notes, and leases.\n, • Debt Issuance: Advise on the issuance of new debt for capital projects. Work with financial advisors and bond counsel, securing the most favorable terms.\n, • Compliance: Ensure the Township remains in full compliance with all debt covenants and reporting requirements including continuing disclosure filings through the Municipal Securities Rulemaking Board (MSRB).\n, • Bond Rating: Act as the primary contact for bond rating agencies. Prepare and present the Township’s financial data and operational highlights to secure and maintain favorable credit ratings.\n\n \n Additional Responsibilities: \n \n\n • Accounts Payable (AP): Oversee the accounts payable function, ensuring the accuracy, proper authorization, and timely payment of all invoices. Maintain an AP payments program that ensures the safety Township funds.\n, • Tax Collection: Oversee the billing and collection of all Township taxes by the third-party Tax Collector. Ensure the timely recording and security of all taxes received.\n, • Pension Administration: Oversee the administration of the Township’s retirement plans including the Defined Benefit (DB) and Defined Contribution (DC) pension plans. This includes managing required employer and employee contributions, coordinating with the actuary and investment advisors, and ensuring compliance with state and federal regulations.\n, • Purchasing: Manage the Township’s procurement and purchasing functions, ensuring compliance with internal purchasing policies, the Township Code, and other applicable laws.\n, • Payroll: Supervise the payroll function, including the preparation of payroll, payment of employees, handling of various payroll withholdings, and payment and filing of payroll-related taxes.\n, • Fixed Assets: Maintain a detailed inventory of the Township’s fixed assets.\n, • Risk Management: Assist in the development and administration of the Township’s risk management and insurance programs\n, • Other Duties: Performs other duties as assigned by the Township Manager and Assistant Township Manager.\n\n \n QUALIFICATION REQUIREMENTS \n \n Knowledge and Requirements \n \n\n • Comprehensive knowledge of governmental accounting principles, practices, and procedures.\n, • Strong understanding of financial management, internal controls, auditing, and public finance.\n, • Proficiency with financial management systems, office automation, and related technology.\n, • Knowledge of payroll administration, purchasing, and accounts payable processes.\n, • Familiarity with GAAFR, GAAP, and GASB standards.\n, • Exceptional analytical and problem-solving skills with attention to accuracy and detail.\n, • Proven ability to plan, organize, and manage multiple priorities effectively.\n, • Strong leadership and supervisory skills with ability to motivate and develop staff.\n, • Excellent communication skills, both verbal and written, with ability to present complex financial information clearly.\n, • Ability to work collaboratively with Township staff, elected officials, outside agencies, and the public.\n, • Commitment to integrity, confidentiality, and ethical standards in financial management.\n, • Must be able to work on-site during scheduled hours, as this role requires in-person collaboration and access to office resources. \n\n \n Experience and Training \n \n A combination of experience and education will be considered. \n \n\n • Bachelor’s degree in accounting, finance, business administration, public administration, or related field required.\n, • Master’s degree in Public Administration, Finance, or Business Administration, or designation as a Certified Public Finance Officer (CPFO) or Certified Public Accountant (CPA) preferred.\n, • Minimum of five (5) years of progressively responsible financial management experience, preferably in municipal or governmental finance.\n\n \n PHYSICAL DEMANDS \n \n\n • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\n, • Frequent sitting, talking, and hearing; occasional walking and reaching.\n, • Regular use of hands for computer and office equipment.\n, • Occasionally required to lift and/or move up to 25 pounds.\n, • Vision requirements include close vision and ability to adjust focus.\n\n \n WORK ENVIRONMENT \n \n The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. \n Typically, quiet office setting with occasional outdoor fieldwork. \n \n SELECTION GUIDELINES \n \n Formal application, review of education and experience, oral interview, reference checks, and job-related testing (if required). \n \n The duties listed above are illustrative and not all inclusive. Additional duties may be assigned as needed. \n \n The job description does not constitute an employment agreement and may be amended as organizational needs evolve.

Bank of America Private Bank is a division of Bank of America, N. Banking products are provided by Bank of America, N. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relations

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

Pittsburgh, PA Lab37 Robotics is a technology company focused on the development and deployment of robots designed specifically for direct-to-customer food production. Our mission is to revolutionize the food industry by creating innovative robotic solutions that enhance efficiency, quality, and customer satisfaction. We are passionate about pushing the boundaries of technology to deliver cutting-edge products that meet the evolving needs of our clients. The Strategic Finance Associate will be a core member of Lab37's finance team, supporting financial planning and analysis, unit economics, investment cases, and strategic business reviews. This person will translate operational and technical decisions into clear financial implications and provide the analysis leadership needs to allocate capital, manage costs, and scale the business responsibly. This is a high-impact, hands-on role for an analytically strong professional who wants broad exposure to a fast-growing robotics business. The ideal candidate is comfortable moving between detailed financial models, executive-ready materials, and ambiguous business questions. They will work closely with leaders across Engineering, Manufacturing, Operations, and Commercial functions while taking increasing ownership of core finance workstreams. Financial Planning & Analysis • Build and maintain Lab37's operating model, quarterly forecasts, and long-range financial plan in partnership with the Head of Finance & Strategy., • Coordinate budget and forecast inputs across Engineering, Manufacturing, Operations, Commercial, and G&A identify key drivers, risks, and opportunities., • Prepare monthly and quarterly performance analyses, including budget-to-actual variance analysis, cash-flow outlooks, KPI reporting, and business review materials., • Translate product roadmaps, hiring plans, manufacturing capacity, deployment schedules, and commercial assumptions into financial forecasts., • Improve the tools, processes, and reporting infrastructure used to plan the business and communicate performance. Strategic Finance & Projects • Develop and refine unit economics for current and future robot systems, including R&D investment, cost-to-build, deployment economics, utilization, payback periods, and returns on invested capital., • Analyze customer profitability and automation ROI to evaluate how Lab37's products improve restaurant economics and operational performance., • Support strategic analyses related to pricing, product economics, market expansion, cost structure, capital allocation, and investment decisions., • Build clear, decision-oriented models and presentations for executive leadership, investors, and cross-functional partners. The ideal candidate is a finance athlete: intellectually curious, highly analytical, and eager to understand how products are built, deployed, and monetized. They can turn an open-ended question into a structured analysis, pressure-test assumptions, and communicate the answer clearly. This person should be energized by working in a technical, operationally complex environment where finance is expected not only to report the numbers, but also to help shape decisions and strategy. They should be comfortable working with limited precedent, digging into details, and switching between independent execution and close collaboration. • 4-7+ years of experience in strategic finance, corporate finance, investment banking, management consulting, private equity, or another highly analytical role., • Strong financial modeling skills, including experience building or maintaining integrated financial statements, operating models, forecasts, and long-range plans., • Advanced proficiency in Excel or Google Sheets, with the ability to create accurate, flexible, and easy-to-understand models., • Strong analytical judgment and the ability to connect financial results to operational and commercial drivers., • Clear written and verbal communication skills, including the ability to distill complex analysis into concise recommendations for senior stakeholders., • High ownership, strong attention to detail, and comfort operating in a fast-paced, evolving environment with incomplete information., • Track record of working cross-functionally and building productive relationships with both technical and business teams., • Experience with robotics, hardware, manufacturing, supply chain, restaurant operations, or technology businesses is strongly preferred, but not required., • Within the first several months, develop a strong understanding of Lab37's business model, operating drivers, robot economics, and planning processes., • Become a trusted analytical partner who produces reliable models, identifies the implications behind the numbers, and helps teams make better decisions., • Take independent ownership of recurring analyses and selected strategic workstreams while improving the quality and scalability of the finance function., • Demand for online food delivery is growing really fast! In the last 5 years, just in the US, the overall market has expanded 10X from $10B to $100B, and could expand to $500bn- $1T by 2030., • Changing the restaurant industry: You'll be part of a team that helps restaurants succeed in online food delivery., • Collaborative environment: You will receive support and guidance from experienced colleagues and managers, helping you to learn, grow and achieve your goals, and you'll work closely with other teams to ensure our customer's success. This role is based in our Pittsburgh office. As a company driven by invention and continuous change - we are constantly reimagining our industries, building new products, and refining how we operate. We do our best work together. That's why all of our office-based teams work onsite, five days a week. The base salary range for this role is $115,000 - $135,000 per year. Actual compensation will be determined on an individual basis and may vary depending on experience, skills, and qualifications. Base salary is just one part of your total rewards package. You may also be eligible for equity awards and an annual performance-based bonus. Benefits Summary (USA Full-Time Exempt Employees): • Medical, dental, and vision insurance (multiple plans, incl. HSA options)., • Company-paid life and disability insurance (short- and long-term)., • Voluntary insurance: accident, critical illness, hospital indemnity., • Optional supplemental life insurance for self, spouse, and children., • Pet insurance discount., • 401(k)., • Health Savings Account (HSA), • Flexible Spending Accounts (Healthcare, Dependent Care, Commuter), • Time Off policies:, • Discretionary vacation days, • 8 paid holidays per year, • Paid sick time, • Paid Bereavement leave, • Paid Parental Leave Benefits are subject to change at the company's discretion. Atoms accepts applications on an ongoing basis. Ready to join us as we serve those who serve others?

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66), • Possesses industry knowledge and an understanding of investment products, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5

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

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required Qualifications, Capabilities, and Skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred Qualifications, Capabilities, and Skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. 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.

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.

This role will assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account. The functional work performed supports processes related to Account Openings, Contract/Client Agreement management, Records Management and large complex projects. Review and approve documentation and information related to new account requests and account maintenance events Data entry and review of sensitive client information across multiple systems and processes Document management including systemically reviewing, identifying, and notating according to new document management directives Various project support tasks Strong attention to detail with ability to process critical data accurately and timely Excellent client service skills using both written and oral communication Experienced user of Microsoft Office products High organizational ability while being able to prioritize multiple tasks in a changing environment Ability to work in a fast-paced, deadline-driven environment with a sense of urgency Ability to work independently and in a team setting RATE RANGE: 24.23-29.23/HR (negotiation expected)

Are you energized by working in high-impact, cross-functional environments? Do you enjoy shaping growth strategy and supporting strategic investment decisions? As a Senior Consultant within US Corporate Development, you will help evaluate and advance Deloitte's most strategic investment priorities. You will lead and support complex initiatives across the investment lifecycle from market assessment and opportunity evaluation to business case development and executive-level recommendations. This role requires strong strategic thinking, analytical rigor, executive communication skills, and the ability to thrive in an environment that is fast-paced, collaborative, and often ambiguous. Work you'll do As a Senior Consultant, Strategy, Growth, and Transformation on the US Corporate Development team, you will be responsible for: • Conducting qualitative and quantitative analyses through market research to inform acquisition target identification, pipeline development, and investment prioritization, • Sourcing and screening potential acquisition targets aligned to Deloitte's priority growth areas, • Supporting development of strategic rationale, investment theses, business cases, financial models, and executive-level recommendations for potential acquisitions, • Managing due diligence workstreams across financial, operational, commercial, technology, and human resources stakeholders, and synthesizing findings into executive-level materials, • Planning and supporting post-close integration activities, including integration roadmap development, synergy tracking, governance structures, project plans, and milestone tracking A successful candidate would possess these skills: • Ability to work independently and collaborate as part of a team, • Effective written and verbal communication skills, • Meticulous attention to detail and quality of work product, • Ability to build and sustain professional relationships, • Ability to lead projects or workstreams, • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment The Team This position is part of Deloitte's US Corporate Development (USCD) function. USCD plays a critical role in shaping Deloitte's future by driving the firm's inorganic and organic growth agenda. The team partners with senior leaders across the firm to evaluate, prioritize, and execute strategic investments that strengthen Deloitte's market position and long-term growth trajectory. USCD operates at the center of strategy, investment execution, and enterprise transformation. Team members work in a high-impact, high-visibility environment, supporting some of the firm's most significant and complex growth initiatives. In this role, you'll join a cohort of Consultants/Senior Consultants for USCD. As part of this dynamic resourcing pool, you'll be deployed to high priority initiatives and projects across the Corporate Development ecosystem, helping the team adapt to evolving market needs and prioritize the most important areas for the firm. This is an internal, non-client-facing role with limited travel as needed for business meetings. The team operates in a remote environment, with flexibility to work from home or a local Deloitte office. Qualifications Required: Bachelor's degree 4+ years of experience in corporate development, mergers and acquisitions (M&A), investment banking, management consulting, transaction advisory, or private equity 2+ years of experience conducting market research, target screening, and business case development for acquisitions or strategic investments 2+ years of experience building financial models in Microsoft Excel and developing executive-level presentations in Microsoft PowerPoint Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: Master of Business Administration Experience supporting acquisitions across the investment lifecycle, from target evaluation through integration Experience in the professional services industry Experience developing synergy models and value creation assumptions Experience managing due diligence or post-close integration workstreams across cross-functional stakeholders Experience preparing materials for senior executive or board-level stakeholders The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93000 to $171300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

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

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

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

Senior Director, Strategic Finance (FP&A), PE Portfolio Company Remote - Candidates must be located in Central, Eastern, or Mountain Time Zones I'm working with one of my favorite clients, a private equity owned business services company, to hire a Senior Director, Strategic Finance (FP&A). This person will lead the finance function's move into AI and data-driven decision-making. The Senior Director, Strategic Finance (FP&A) will serve as a key strategic partner and right hand to the CFO, driving financial planning, reporting and analysis to support the company's growth and value creation objectives. The Senior Director will influence cross-functional leaders and play a pivotal role in building scalable capabilities at the intersection of AI and Finance. This role is highly visible across the organization and with private equity stakeholders. The PE firm: I work with this PE firm across several portfolio companies, and have gotten to know them personally over the years: • I can personally tell you that they are the brightest, most humble and best leaders around. Somehow, they defy all the negative PE stereotypes but exhibit all the positive ones. They are great strategic partners to their operators, they are hardworking, they roll up their sleeves and they take care of their people., • If you are successful at one portfolio company, the entire network of other PortCos is there for your next promotion., • This VP, Strategic Finance role is a fast track feeder role for CFO roles across the portfolio. The company: • About $300M in revenue, with operations across multiple states., • Has grown organically and through acquisitions and is now focused on integration and more organic growth., • A lean, hands-on finance team with a CFO who has 20 years of PE experience., • Leadership is fully committed to building AI into how the business runs. What you'll do: • Hire and build your own FP&A team., • Lead the annual operating plan, forecasts, monthly reporting packages and weekly cash flow., • Prepare reporting for the Board, the PE sponsor and lenders, and turn the numbers into a clear story., • Pull together financial and operational data from across the business to find what actually drives margin and growth., • Lead the adoption of AI tools like Claude across financial analysis and reporting, moving the team beyond spreadsheet-driven processes., • Partner closely with business operating leaders What we're looking for: • 6 to 10 years of experience in FP&A, strategic finance or data-driven finance roles - can also come from Investment Banking or Private Equity deal team or Portfolio Operations., • PE portfolio company experience is preferred, • Real hands-on AI experience (Claude or similar) over the last 6 to 12 months, and excitement about what it can do for finance., • A passion for data, with experience tying operational metrics to financial results., • High EQ and the ability to build credibility with operators at every level., • Hands-on and comfortable in a lean environment., • Industry is flexible but business services, industrials, transportation, industrials, or similar preferred., • Ambition to become a PE portfolio company CFO. Location: • Remote (Central, Eastern, or Mountain time zone) with travel to the Midwest headquarters about once a month. Compensation: • $185k-$205k base + competitive cash bonus

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

A great UHY client is seeking an Interim Strategic Finance Manager. The ideal candidate will have strong financial modeling experience, advanced Excel skills, and Power BI expertise, along with the ability to translate complex financial and market data into actionable business recommendations. The Interim Strategic Finance Manager role is a temporary consulting position. This role is remote with minimal travel needed. Interim Strategic Finance Manager Responsibilities • Provide strategic investment planning and financial analysis support to senior finance, practice, and business development leadership., • Lead client and business profitability analysis, including leverage, staffing mix, matter economics, margins, and opportunities for performance improvement., • Develop financial models and business cases supporting strategic investments, new market opportunities, acquisitions, partnerships, and other growth initiatives., • Conduct market, industry, competitive, and client-segment analysis to identify growth opportunities and strategic priorities., • Analyze peer performance, external benchmarks, market trends, and competitive intelligence to identify gaps and opportunities., • Translate complex quantitative analysis into clear, actionable recommendations for senior leadership., • Support strategic planning, scenario analysis, forecasting, and prioritization of growth initiatives., • Partner with Finance, Business Development, Revenue Management, Pricing, Talent, and Data Analytics teams to align assumptions, data, and strategic decisions., • Collaborate with analytics teams to define data requirements and translate analytical outputs into business insights., • Develop dashboards, KPI frameworks, data models, automated reporting, and executive scorecards using tools such as Power BI and Excel., • Establish consistent analytical standards, workplans, financial models, and executive-ready deliverables across strategic finance projects., • Lead and develop a team of financial analysts, providing mentorship, direction, and oversight., • Build scalable market intelligence and strategic finance capabilities that support ongoing business growth., • Manage multiple priorities independently while maintaining a high level of accuracy, professionalism, and confidentiality., • Communicate findings and recommendations effectively to senior leaders and cross-functional stakeholders. Interim Strategic Finance Manager Requirements • Bachelor’s degree in Finance, Accounting, Economics, Business, Statistics, Data Science, Computer Science, or a related field., • 5+ years of experience in strategic finance, corporate development, management consulting, commercial strategy, competitive intelligence, or a related analytical field., • 2+ years of experience managing or mentoring financial, business, or analytical professionals., • Strong financial modeling and business-case development skills., • Advanced Excel skills are required, including complex data analysis and financial modeling., • Power BI experience is required, including dashboarding, data visualization, or KPI reporting., • Strong analytical, quantitative, and problem-solving skills with the ability to synthesize complex information into concise business insights., • Experience with profitability analysis, scenario modeling, market analysis, forecasting, or strategic investment analysis., • Excellent written and verbal communication skills, including the ability to create executive-ready presentations and recommendations., • Strong stakeholder management skills and comfort partnering with senior leadership., • Ability to work independently, manage competing priorities, meet deadlines, and perform effectively in a fast-paced environment., • Collaborative, growth-oriented mindset with the ability to mentor analysts and build trusted relationships across Finance and business teams., • Experience in management consulting, Big Four advisory, investment banking, corporate strategy, or competitive intelligence is preferred., • Master’s degree is preferred., • CFA, FPAC, FMVA, or similar financial certification is preferred., • Willingness to travel periodically, as needed., • Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial and business information. ---------------------------------- UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing–we are ready to meet your needs. Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.

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

Job Summary: Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. Demonstrated expert knowledge of financial products and banking regulations. All KeyBank employees are expected to demonstrate

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. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Mor

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. Private Bank, you are responsible for advising families on building, preserving and managing their wealth.

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. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Our advisors help cl

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.?You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy?while?developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities • Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships, • Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning, • Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework, • Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews, • Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions, • Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms, • Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills • 6+ years of cash management, sales and relationship management experience, • Success developing new business with focus on prospecting utilizing strong selling and negotiation skills, • Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy, • Excellent verbal and written communication skills, • Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization, • Strong time management, organizational and planning skills, • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills • Bachelor's degree, • Certified Treasury Professional designation, • Strong creative solution and problem-solving abilities JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Equity Research Analyst Company: Aristides Capital Location: Louisville, Kentucky Work Setting: Primarily In-Person Compensation: $150,000–$180,000+ About Aristides Capital Aristides Capital is a Louisville-based long/short equity hedge fund managing approximately $500 million in assets. Founded in 2008, the firm has built a strong long-term investment track record while maintaining a small, collaborative team and an investment approach that blends fundamental research with quantitatively informed strategies. Rather than operating under a traditional pod structure, Aristides takes a flexible, collaborative approach to investing. The team invests across a wide range of opportunities, from fundamental long and short equity ideas to quantitative strategies, and analysts are encouraged to explore new areas where they can create value. The firm has six investment professionals within an 11-person organization and is intentionally structured to allow analysts meaningful access to portfolio managers, investment decisions, and the portfolio itself. About the Role Aristides Capital is seeking a smart, curious, and self-motivated Equity Research Analyst to join its investment team. This is an opportunity for an investor who wants more ownership and flexibility than a traditional large-firm coverage model may provide. Analysts at Aristides are not limited to a fixed list of companies or a narrow investment mandate. Instead, they are encouraged to bring their existing expertise to the firm, learn Aristides' investment process, and expand into new sectors, strategies, and market opportunities over time. The ideal candidate will bring strong investment judgment, financial analysis skills, intellectual curiosity, and a genuine passion for public markets. Prior buy-side experience is strongly preferred, although candidates coming from other rigorous investment or finance environments may also be considered. You will work directly with the firm's portfolio managers and other analysts to research existing positions, generate new long and short ideas, evaluate companies, monitor news and earnings, meet with management teams, and contribute directly to investment decisions. Because Aristides operates with a lean investment team, strong research can move quickly from an initial idea into the portfolio. What You'll Do • Generate and evaluate new long and short equity investment ideas., • Conduct detailed fundamental research on public companies across a variety of sectors and market capitalizations., • Monitor existing portfolio positions and provide timely updates on company-specific developments, earnings, industry trends, and changing investment theses., • Review earnings releases, SEC filings, financial statements, footnotes, conference calls, and other primary-source materials., • Build financial and valuation models when appropriate to support an investment thesis., • Develop differentiated views from market consensus and clearly communicate the reasoning behind those views., • Prepare written investment research and stock recommendations., • Present and defend investment ideas to portfolio managers and other members of the investment team., • Participate in the firm's daily investment discussions and communicate relevant market and company news., • Attend investor conferences and meet directly with public-company management teams., • Evaluate information from management meetings and identify details that may materially impact an investment thesis., • Collaborate with portfolio managers and analysts across strategies rather than working within a rigid coverage structure., • Contribute to proprietary research tools, datasets, screening processes, quantitative strategies, and other projects when relevant to your background and interests., • Continuously generate new ideas, learn from rejected theses, and refine research based on feedback and new information. Qualifications Required • Bachelor's degree or equivalent experience., • Approximately 2–7 years of post-collegiate professional experience in an investment-related environment., • Experience in equity research, investment management, hedge funds, investment banking, private equity, or another highly analytical finance setting., • Strong understanding of financial statements, accounting concepts, and company fundamentals., • Ability to evaluate public companies and identify the most relevant information within financial filings, earnings reports, and management commentary., • Strong analytical and critical-thinking skills., • Genuine interest in financial markets and investing., • Intellectual curiosity and a willingness to explore unfamiliar companies, industries, and investment strategies., • Ability to independently manage research projects and follow ideas through from initial discovery to conclusion., • Strong written and verbal communication skills., • Ability to thoughtfully defend an investment thesis while remaining open to opposing viewpoints and new information., • High standards of ethics, integrity, accuracy, and attention to detail., • Ability to work primarily from Aristides Capital's Louisville, Kentucky office. Preferred Qualifications • Previous experience at a hedge fund, asset manager, or other buy-side investment firm., • Experience in a risk-taking investment environment., • Demonstrated expertise within a particular sector or industry., • Experience conducting public-company management meetings or participating in sell-side conferences., • Experience researching both long and short investment opportunities., • Knowledge of smaller-capitalization or underfollowed public companies., • Experience with corporate actions, stock loan, options, or short-selling mechanics., • Quantitative investment or trading experience., • Familiarity with Python, SQL, R, or other programming and data-analysis tools., • Experience developing or backtesting quantitative investment strategies. What We're Looking For Aristides Capital is looking for someone who genuinely enjoys investing. The strongest candidates are intellectually curious, naturally skeptical, comfortable digging deeply into companies, and willing to develop an opinion that differs from market consensus when the research supports it. You should also be comfortable having your ideas challenged. The investment team routinely debates theses, asks questions, and works to identify what may have been overlooked. Being able to clearly distinguish what you know from what you do not know is highly valued. This role may be particularly attractive to an investor who has developed strong training and sector expertise within a larger investment organization but wants greater autonomy, broader investment exposure, and a more sustainable long-term environment. Location & Work Environment This position is based in Louisville, Kentucky, and the successful candidate should expect to work from the office the majority of the time. The firm does provide some work-from-home flexibility when appropriate, but this is not intended to be a fully remote position. Aristides is open to relocation candidates and may provide a negotiated signing or relocation bonus depending on the candidate's circumstances. Compensation & Benefits Aristides Capital expects the base salary for this position to generally fall between $150,000 and $180,000, although compensation is flexible for the right candidate and will be based on experience, current compensation, and overall fit. Benefits include: • Medical insurance, • Dental insurance, • Vision insurance, • Employer-paid health coverage for employees and eligible family members, • 401(k) retirement plan with employer contributions, • Relocation or signing-bonus assistance when appropriate, • Competitive paid time off, • A collaborative work environment with a strong emphasis on work-life balance Additional Job Application Terms: This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search. Do you agree to the additional job application terms, linked in the job description and available at https://www.linkedin.com/help/linkedin/answer/a7729058?

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

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

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.

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”.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities • Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates, • Create mandates for discretionary accounts, • Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team, • Work with Team Leader to monitor Client Advisor loadings., • Submit and monitor fee schedules and billing, • Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Bachelor's Degree required, • One plus years of industry related experience, • Exceptional follow-up and follow-through skills, • PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills • Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software, • Experience and interest in financial markets and concepts, • Excellent interpersonal skills, • Self-starter, extremely organized and detail-oriented with strong commitment to accuracy 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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities • Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships, • Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning, • Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework, • Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews, • Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions, • Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms, • Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills • 6+ years of cash management, sales and relationship management experience, • Success developing new business with focus on prospecting utilizing strong selling and negotiation skills, • Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy, • Excellent verbal and written communication skills, • Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization, • Strong time management, organizational and planning skills, • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills • Bachelor's degree, • Certified Treasury Professional designation, • Strong creative solution and problem-solving abilities About Us JPMorgan Chase, 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 About the Team 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.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth. Job responsibilities • Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture, • Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors, • Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need, • Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion, • Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory, • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business, • Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency Required qualifications, capabilities, and skills • At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team, • Ability to travel 50% of the time, • A valid and active FINRA Series 7, 66 (or equivalent) is required, • A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment, • Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts, • High degree of investment services and product acumen and keen interest in the financial markets, • Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment Preferred qualifications, capabilities, and skills • Bachelor's Degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans 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.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank organization, you will be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. JD No Required Certification(s) No Required License(s) PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Aurora's mission is to deliver the benefits of self-driving technology safely, quickly, and broadly. The Aurora Driver will create a new era in mobility and logistics, one that will bring a safer, more efficient, and more accessible future to everyone. At Aurora, you will tackle massively complex problems alongside other passionate, intelligent individuals, growing as an expert while expanding your knowledge. We're searching for a Sr. Analyst, Investor Relations. Reporting to the Vice President, Investor Relations within our Finance organization, this role will provide critical analytical and operational support to our Investor Relations team. This is a fantastic opportunity for an ambitious professional to build a career in IR at a company defining a new industry. In this role you will: • Support the quarterly reporting process, including preparation of our shareholder letter, conference call script, investor presentation, and Q&A, as well as coordinating logistics., • Prepare executive briefing materials and assist with the coordination of investor marketing efforts including non-deal roadshows, investor conferences, etc., • Maintain the internal financial consensus model, tracking sell-side analyst estimates and valuation metrics., • Analyze 13-F filings and develop a quarterly ownership report, illustrating the composition of our shareholder base, meaningful buying and selling activity, etc., • Monitor peer results, sell-side research, industry media coverage, and market research to stay abreast and keep our team informed of intelligence and trends., • Maintain IR databases, including contact management system and research library. Required qualifications: • Bachelor's degree, • 2+ years of relevant experience in an IR, sell-side/buy-side, investment banking, and/or corporate finance role., • Strong verbal and written communication skills, with the ability to effectively communicate with both external and internal stakeholders., • Financial acumen including demonstrated understanding of financial statements and related disclosures., • Excellent relationship-building skills., • Detail-oriented with strong organizational skills., • Ability to handle confidential and other sensitive information appropriately., • Highly motivated self-starter; able to manage competing priorities in a dynamic business environment, while adhering to our corporate values., • High level of personal ownership and intellectual curiosity. Desirable qualifications: • Autonomous vehicle industry experience a plus but not required For roles based in Mountain View, CA: The salary range for this position is $115,000 - $184,000 per year. For roles based in Pittsburgh, PA, Livonia, MI, and Dallas, TX: The salary range for this position is $104,000 - $166,000 per year. Aurora's pay ranges are determined by role, level, and location. Within the range, the successful candidate's starting base pay will be determined based on factors including job-related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future. The successful candidate will also be eligible for an annual bonus, equity compensation, and benefits. At Aurora, we bring together extraordinarily talented and experienced people united by the strength of our values. We operate with integrity, set outrageous goals, and build a culture where we win together all without any jerks. We believe in-person work increases collaboration, empathy, and our ability to lead effectively. As a result, Aurorans are expected to work from the office at least 3 days per week, with some roles requiring more frequent in-office presence, up to 5 days per week, based on operational needs. Our Careers page provides insight into what it is like to work at Aurora, and you can find all the latest updates in our Newsroom. At the core of everything we do is our commitment to safety. Building best-in-class self-driving technology will take time, and we believe that each employee at Aurora has a role in contributing to safety, every step of the way. Aurora expects commitment to our safety policies from every employee, and seeks candidates who take an active responsibility, can contribute to building an atmosphere of trust, and invest in the organization's long-term success by prioritizing working safely, no matter what. Aurora considers candidates without regard to their race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, pregnancy status, parent or caregiver status, ancestry, political affiliation, veteran and/or military status, physical or mental disability, or any other status protected by federal or state law. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at careersiteaccommodations@aurora.tech. For California applicants, information collected and processed as part of your application and any job applications you choose to submit is subject to Aurora's California Employment Privacy Policy.